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.
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 finance controller and a warehouse operations manager check a printed exception against a clipboard beside sorting trays, the warehouse floor behind glass

The Work Your ERP Was Never Built To Do

The enterprise system covers the standard 80% of the work. The delay, cost and eventual control finding sit in the 20% around it, now run on a spreadsheet and a weekly meeting. Build the software around it, not instead of it.

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.

A head of data walks an operations vice president through a sample of records plotted on a wall screen

Is Your Data Good Enough To Start Building?

You have a workflow worth fixing and no way to tell whether your data can carry it. Build-ready data is accessible, representative and stable enough for one workflow. This is the lowest bar it has to clear before a real build starts.

Two colleagues comparing papers at a desk near office windows

A Spreadsheet Is A Control Until Someone Asks

Remediation fails on evidence, not process. The control usually exists and someone really performs it; what is missing is proof that it ran, in order, by the right person, before the period closed. Make the step record itself.

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 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.

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.

Omar Trejo presents a projected return chart to two directors at a table

It Went Live And The Savings Never Arrived

The system works and the return still has not shown up in your numbers. Every dollar is committed before launch and every dollar of return is earned after it, once the project budget has closed and nobody owns the system.

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.