We transform field data, delivery experience and automation into concise, evidence-first briefs and reusable frameworks. Read featured research, download practical databooks, or invite us to co-design solutions with your team.

Data-to-Decision Pipelines for Small Advisory Teams

How lightweight ETL, a standardized databook and a weekly signal dashboard reduced time-to-insight by 40% in two pilot projects. Includes schema and sample pivot templates.

Sep 2025 · 5 min read
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Institutional Memory Systems: Capture, Curate, Reuse

Practical rules for turning deliverables and field notes into searchable assets — saving senior time and preventing knowledge decay across projects.

Jul 2025 · 6 min read
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Human-in-the-Loop Automation for Client Delivery

A decision matrix for where to automate and where to retain human judgment — with pilot results from an automation rollout for proposal drafting and reconciliation.

May 2025 · 7 min read
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