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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Scope Discipline: Stopping the Change Requests That Kill Your Project
Read the article >: Scope Discipline: Stopping the Change Requests That Kill Your ProjectScope creep is change without a decision. A keep/defer/kill triage to stop the change requests…
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The True Cost of ERP & CRM: A Five-Year TCO (Total Cost of Ownership) Guide for the Mid-Market
Read the article >: The True Cost of ERP & CRM: A Five-Year TCO (Total Cost of Ownership) Guide for the Mid-MarketThe license is the cheapest part. A mid-market five-year TCO guide to ERP and CRM…
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The Divestiture Playbook: Carve-Outs, TSAs & Stranded Cost
Read the article >: The Divestiture Playbook: Carve-Outs, TSAs & Stranded CostCarve-outs are harder than the deal. A divestiture playbook for separating systems, people, and data…
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Why ERP & CRM Implementations Fail (and How to Prevent It)
Read the article >: Why ERP & CRM Implementations Fail (and How to Prevent It)System implementations fail for five non-technical reasons — not the software. The delivery discipline that…
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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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