From the field notebook.
Short write-ups from the engagements plus longer-form perspective pieces. Names withheld; scope, approach, and outcome shape — real.
Field notes
- Post-close diligence
Why the license register is the first place to look, not the last
License posture is the most consistently-mispriced part of IT spend in PE-backed operators. Here is the pattern we see after close and the shape of the remediation.
- Enterprise platforms
Workday cutovers that actually close month-one
The cutover date is almost always the wrong argument. What matters is month-one close in the new system — and the two weeks of change management that make it real.
- AI value creation
Margin-measured AI beats demo-measured AI
If the initiative does not sit on a margin line, it does not ship. How we scope AI work inside platforms operators already run, and what the first 90 days should look like.
Blog
Longer-form perspective pieces — published as we ship them.
What PE buyers actually look at in IT diligence
A walk through the questions buyers ask, the deliverables that move price, and where most pre-close IT diligence falls short.
AI inside Workday, ServiceNow, and Salesforce — what is real
Separating vendor demos from production-ready agentic workflows. Where the leverage is now, and where it is still 12 months out.
Operating partners, your IT data is lying to you
Why the spend report from the CFO almost never matches the spend you can actually optimize — and the three reconciliations that close the gap.