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 daily operations, long after 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.
Omar Trejo points to one line of an auditor's approval sample as the controller takes notes

The Control Your Auditor Cannot Re-Perform

A control that is a person's check may run every time and still fail an audit, because nobody can re-perform it. Design the evidence into the system from the start, captured at the moment of each action, with its reasoning attached.

A moderator sorting audience question cards at a conference table

Turning A Crowd's Questions Into A Few Answers

A flood of audience questions is really a handful of real questions in disguise. The cost of grouping them into five or so umbrella questions, continuously, as new ones arrive, decides whether the summary is worth running.

A service coordinator and field supervisor checking a job packet in a depot dispatch room

Which Service Workflow Deserves Your First AI Investment

Compare operational consequence, system access and adoption before funding an AI workflow, with the evidence written beside each answer. The most useful first investment solves a problem your team can act on today.

Product lead shows a one-page target to an engineer at a small kitchen table

Three Tests Before Anyone Starts Building

Readiness is not enthusiasm, and it is not feasibility. It is whether a stranger can grade the target, the systems can be reached today, and one person can change the target tomorrow, all checked before any budget moves.

A telecom director on a phone call in a glass corridor above the city, holding a closed laptop

Your Routing Decisions Run On Last Week's Numbers

Nothing looks broken. Your team still produces defensible answers from last week's numbers, and margin leaks out of the routes nobody had the time to re-price. Here is when routing becomes an AI problem, and where to start.

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.

A new chief operating officer on a phone call in a railway station lounge, her closed laptop and notebook on the counter and the tracks behind the glass

Your First Quarter As Chief Operating Officer

A new operations leader has a short window in which to make changes, and less information than anyone who reports to them. Turn the operating review into a focused software priority your team has the capacity to deliver.

A manager on the phone beside a laptop while colleagues meet behind him

The Build Versus Buy Math Just Flipped

A software renewal used to have two answers: renew, or shop for a cheaper seat. A third, building the workflow yourself, is now cheap enough to price, and pricing both the build and the run changes what the first two are worth.

A finance controller reviewing audit records with a remote audit committee on a large video screen

Your Material Weakness Disclosure Is A Software Deadline

A disclosed control weakness is read in the boardroom as a governance sentence. It is also a dated commitment to produce evidence in a volume an auditor can sample, and records at that volume are produced by systems.