Insights
Practical playbooks and
tools for middle-market
operators.
Field notes on digital transformation, AI activation, and value creation — written for the CFOs, COOs, and PE operating partners doing the work. Plus the diagnostic tools and checklists we use on engagements.
Articles
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The Middle Market Operator
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The Post-Close Integration Playbook: Capturing Synergies Without Breaking Operations
Read the article >: The Post-Close Integration Playbook: Capturing Synergies Without Breaking OperationsThe deal thesis is won or lost in integration. A four-phase post-close integration playbook to…
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From Pilot to Production: Scaling Agentic AI Safely
Read the article >: From Pilot to Production: Scaling Agentic AI SafelyMost AI pilots stall before production. A staged path — prove, harden, scale, operate —…
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The Autonomous Close: A Roadmap to AI-Driven Month-End for Mid-Market Finance
Read the article >: The Autonomous Close: A Roadmap to AI-Driven Month-End for Mid-Market FinanceHow mid-market finance teams can use AI to run the month-end close — and the…
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The Process-Before-Platform Framework
Read the article >: The Process-Before-Platform FrameworkWhy optimization has to come before your next system — and why AI raises the…
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3 Clear Signs Your Company Has Outgrown Its ERP System
Read the article >: 3 Clear Signs Your Company Has Outgrown Its ERP SystemYour ERP system was probably a great fit when you first implemented it. It handled…
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Companies Understand the Benefits of ERP Optimization. So Why Don’t They Do It?
Read the article >: Companies Understand the Benefits of ERP Optimization. So Why Don’t They Do It?Most C-suite executives already know their ERP system needs attention. The data is fragmented. Reporting…
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Business Intelligence Assets: Can You Use Your Data to Get Quick Wins?
Read the article >: Business Intelligence Assets: Can You Use Your Data to Get Quick Wins?Most large organizations are sitting on a gold mine they haven’t figured out how to…
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What Breaks First When Companies Try to Scale (And How to Fix It Before Revenue Suffers)
Read the article >: What Breaks First When Companies Try to Scale (And How to Fix It Before Revenue Suffers)What Breaks First When Companies Try to Scale (And How to Fix It Before Revenue…
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