Insights
Research, articles and briefings on AI, growth and operations, written for decision-makers rather than analysts.


The AI agenda for owner-led companies
Where artificial intelligence creates value in mid-sized businesses, what it really costs and how to move without betting the company.

Agentic AI in the back office: what to automate first
AI agents can now complete multi-step work in finance, procurement and customer service. Here is how to choose the first ones.

From AI pilot to P&L: closing the value gap
Why so many AI pilots never reach production, and the operating changes that turn experiments into earnings.

What every board should ask about AI
Ten questions that help directors oversee AI strategy, risk and investment without needing to be technologists.

Getting value from ERP: what separates the winners
Why many ERP programs disappoint, and the decisions that make the difference before a single module goes live.

Tariffs, sourcing and the new geography of supply
How North American manufacturers can diversify suppliers without losing control of cost, quality or delivery.

Succession is a strategy question, not a family one
A framework for owner-led companies preparing the next generation of leadership and ownership.

Pricing when costs keep rising
How to pass on cost increases, tighten discounting and protect relationships at the same time.

Entering the US market: a playbook for Canadian firms
Options, costs and a 24-month sequence for companies taking their first step south of the border.

Why transformations stall, and how to restart them
The early warning signs of a stalling program and the five moves that put it back on track.

The resilience checklist for mid-sized companies
A practical look at the disruptions that most often stop operations, and how to prepare in weeks rather than years.