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Insights

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

Insights
The AI agenda for owner-led companies
AI · Report

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.

Forthcoming 2027
Agentic AI in the back office: what to automate first
AI · Article

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.

Forthcoming 2027
From AI pilot to P&L: closing the value gap
AI · Article

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.

Forthcoming 2027
What every board should ask about AI
AI · Briefing

What every board should ask about AI

Ten questions that help directors oversee AI strategy, risk and investment without needing to be technologists.

Forthcoming 2027
Getting value from ERP: what separates the winners
Technology · Article

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.

Forthcoming 2027
Tariffs, sourcing and the new geography of supply
Operations · Article

Tariffs, sourcing and the new geography of supply

How North American manufacturers can diversify suppliers without losing control of cost, quality or delivery.

Forthcoming 2027
Succession is a strategy question, not a family one
People · Article

Succession is a strategy question, not a family one

A framework for owner-led companies preparing the next generation of leadership and ownership.

Forthcoming 2027
Pricing when costs keep rising
Pricing · Briefing

Pricing when costs keep rising

How to pass on cost increases, tighten discounting and protect relationships at the same time.

Forthcoming 2027
Entering the US market: a playbook for Canadian firms
International · Report

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.

Forthcoming 2027
Why transformations stall, and how to restart them
Transformation · Article

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.

Forthcoming 2027
The resilience checklist for mid-sized companies
Risk · Briefing

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.

Forthcoming 2027