ARTICLES · DUE DILIGENCE, ON US

Read the guides before you commit.

Decision guides and engineering notes on choosing, scoping, building and running AI systems that keep working in your daily operations, long after the launch.

  • Read guides to choosing and building useful AI systems.
  • Explore the engineering work behind reliable operation.
  • Test a proposal before you commit budget or people to it.
Executive ticks a three-item checklist beside a vendor proposal as a colleague waits

Three Tests A Vendor Must Pass Before Signing

A proposal that reads well tells you nothing about whether the work will hold up in your environment, because a document cannot fail. Three tests separate a vendor who can do the work from one who can only describe it.

An engineer moves a card between weekly columns while an operations lead points at a gap

First Release Step By Step, Including What Goes Wrong

A delivery date is easy to write down and hard to believe. A first release becomes believable when you see each step: what exists at the end of it, how early your team can use it, and what happens when something goes wrong.

An operations director listens to a first call with a notebook at an airport lounge window

Start With The Call That Can Say No

The first step you take should be the one whose best possible result is that you spend nothing else. Here is what a short first call owes you, when a written plan is worth paying for, and what that written plan has to contain.

An operations director holds a short printed brief during a video call beside a dispatch floor

When to Buy Delivery and When to Buy Ownership

A fixed-price build insures you against the system not existing; a monthly engagement insures against it existing with nobody responsible. Here is how to tell which failure you face, and what each contract covers.

A manager weighs a decision at his laptop, beside a boxed product and a rolled plan, while colleagues meet behind him

The Build Versus Buy Math Just Flipped

A software renewal used to have 2 answers: renew, or shop for a lower-cost seat. A third, building the workflow yourself, now costs little enough to price, and pricing both the build and the run changes what the first 2 are worth.

A plant engineer and operations manager evaluating a control module beside an industrial production line

Buy The Commodity, Build Only What Is Yours

Decide which part of a system you need to own before choosing to build, buy or partner. Everything that fails that test is a purchase, an assembly of parts someone else already runs, or something that should not be built.

A finance director talks through four shortlisted workflows, each scored on four tests on a wall screen, while Omar Trejo and an operations executive listen

Which Broken Workflow Should Become Software First

Several workflows need fixing, but only one can go first, and that choice is where the money is usually lost. Test the consequence, access, ownership and readiness of each, then fund the workflow you can write a target for.

A woman waiting with an open laptop at a large conference table

The Program Has A Budget And No Builder

An approved transformation program has a sponsor, a steering committee and readouts, and none of them builds anything. When its recommendations need software, identify that work and make someone responsible for it.

A woman and a man reviewing a document across a desk by office windows

What To Demand From Whoever Owns Your System

Handing a live system to one accountable person outside your payroll works only if you hold them to a demanding bar; otherwise you have bought a single point of failure. Here is that bar, and how to check it before you sign.

AFTER THE READING

Apply the guide to your case.

Bring the decision you are weighing. You leave knowing which parts fit your workflow and what to do first.

Fifteen minutes with Omar.