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Insights

Thinking in public.

The frameworks, diagnostics, and methods this practice runs on, published rather than protected. Use them without hiring anyone.

Published

Start here.

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Governance

Shadow AI is already in your firm. Here is the map.

8 min read

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Governance

The AI policy your insurer is about to ask about

9 min read

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Retention

The six questions that find churn before it finds you

7 min read

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Operations

The two-person dependency test

6 min read

Frameworks

The methods, named.

Diagnostic

  • Shadow AI Exposure Map. What is in use, what data touched it, and where the obligation sits.
  • Impact-Complexity Priority Matrix. Every finding scored, and given an honest disposition.
  • The Paid-For-Already List. What your current software does that you are about to buy again.
  • Six-Step Churn Diagnostic. Where clients actually leave, reconstructed from the ones who did.
  • Two-Person Dependency Test. The risk register that does not appear in any document you own.

Build and hold

  • Measure, Simplify, Install. The three moves behind every process engagement.
  • Bookend Onboarding. The opening and closing of a client relationship, designed rather than improvised.
  • Churn-Proof Handoff. Every transition documented so the client never discovers one by accident.
  • Three-Tier SOP Hierarchy. Documentation people can find, written in the words of the people who do the work.
  • The Operating Cadence. A weekly rhythm that is run rather than attended.

Each framework gets its own written piece as it ships.

One useful idea, most weeks.

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