CONSULTING GUIDES

Consulting Guides

Consulting guides for the practitioner running the engagement. Phased structure, named artifacts, decisions at week one, week three, and week six.

15 resources · Newest first
May 04, 20262 min

Consulting Guide: Working CapitalOptimization

How to run a working capital program that coordinates receivables, payables, and inventory rather than running three siloed initiatives.

May 04, 20262 min

Consulting Guide: WorkforceShaping

How to shape a workforce toward the role categories that will compound, rather than planning headcount against role categories that will taper.

April 27, 20262 min

Consulting Guide: TalentStrategy

How to build a talent strategy for AI-enabled operations that is durable across the role categories whose definitions are still changing.

April 27, 20262 min

Consulting Guide: Sales Operating ModelRedesign

How to redesign a sales operating model around signal-driven account selection and named decision-maker engagement, rather than around territory geography.

April 27, 20262 min

Consulting Guide: Quarterly Business ReviewCadence

How to redesign the quarterly business review so it produces decisions rather than alignment slides.

April 27, 20262 min

Consulting Guide: ProcurementRedesign

How to redesign a procurement function that absorbs AI-assisted analysis while preserving the human judgment that complex sourcing requires.

April 20, 20262 min

Consulting Guide: PricingRedesign

How to redesign pricing toward outcome and consumption while preserving committed-revenue predictability for the board.

April 20, 20262 min

Consulting Guide: Operating TransformationProgram

How to structure an operating transformation program that compounds across phases rather than producing a one-time efficiency lift.

April 20, 20262 min

Consulting Guide: Hybrid TeamDesign

How to design teams that pair human judgment with AI capability at the decision unit, rather than at the workflow level.

April 20, 20262 min

Consulting Guide: Customer ExperienceRedesign

How to redesign customer experience with AI-assisted resolution and the human handoffs that complex moments still require.

April 13, 20262 min

Consulting Guide: Cost-OutProgram

How to run a cost-out program that produces durable savings rather than service degradation that reappears as cost later in the year.

April 13, 20262 min

Consulting Guide: Change ManagementRunbook

A change management runbook that treats adoption as engineered behavior change rather than communication strategy.

April 13, 20262 min

Consulting Guide: Agile TalentAcquisition

How to acquire talent for AI-enabled operations when the role categories the firm needs did not exist three years ago.

April 13, 20262 min

Consulting Guide: Agentic AIDeployment

How to deploy agentic AI in production with bounded scope, named owners, and evaluation discipline that holds up after the demo.

April 06, 20262 min

Consulting Guide: AdoptionMechanics

The four mechanics that determine whether AI capabilities reach daily use, and how to design each into the program from the start.

Build strategy. Execute it with AI. Keep the capability.

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