Knowledge base

Insights that move
the needle.

Practical thinking on digital transformation, automation, and the P&L impact of technology — for operators, not theorists.

The Carve-Out Clock: Standing Up Standalone Operations Before the TSA Runs Out

The Carve-Out Clock: Standing Up Standalone Operations Before the TSA Runs Out

The day a carve-out closes is not the day the business can run on its own. Between those two dates sits a…

FNOL Automation: Fix the Claims Intake Step Before Anything Downstream
Automation

FNOL Automation: Fix the Claims Intake Step Before Anything Downstream

When a policyholder reports a loss, a regulatory clock starts. California’s Fair Claims Settlement Practices Regulations give an insurer 15…

2026-11-09 · 10 min read
The PE Operators’ Table — Episode 01: Wayne Marhelski on the Execution Gap
Private Equity

The PE Operators’ Table — Episode 01: Wayne Marhelski on the Execution Gap

A conversation with Wayne Marhelski on value stream mapping, the execution gap, and why value leaks in the PE hold…

2026-11-02 · 19 min read
Operating Partners Are Flying Blind on Portfolio Operations
Private Equity

Operating Partners Are Flying Blind on Portfolio Operations

A partner at a mid-market fund sits on five portfolio-company boards, and the EBITDA each business delivers at exit is…

2026-10-30 · 12 min read
Forward-Deployed Operations: The Model AI Companies Just Rediscovered
CEO

Forward-Deployed Operations: The Model AI Companies Just Rediscovered

A few months ago the engineering world fell back in love with a job title it had mostly forgotten. OpenAI…

2026-10-28 · 7 min read
What Claims Adjudication Automation Actually Means for Mid-Market Operations
Automation

What Claims Adjudication Automation Actually Means for Mid-Market Operations

Vendors selling claims adjudication automation tend to promise the same clean future: a claim arrives, software reads it, applies the…

2026-10-20 · 10 min read
Why Enterprise AI Adoption Stalls in Mid-Market Operations
Automation

Why Enterprise AI Adoption Stalls in Mid-Market Operations

The headline numbers on enterprise AI adoption look like a landslide. McKinsey’s 2025 State of AI survey reports that nearly…

2026-10-15 · 10 min read
The Digital Transformation Challenges That Actually Sink Projects
Digital Transformation

The Digital Transformation Challenges That Actually Sink Projects

When a mid-market digital transformation stalls, the post-mortem usually blames the technology, and the post-mortem is usually wrong. McKinsey’s research…

2026-09-30 · 11 min read
Digital Transformation Consulting Was Built for a Problem That No Longer Exists
Digital Transformation

Digital Transformation Consulting Was Built for a Problem That No Longer Exists

The world will spend close to $2.5 trillion on digital transformation this year, on its way to roughly $4 trillion…

2026-09-25 · 12 min read
Default Servicing Automation When Every Stage Is Its Own Case File
Automation

Default Servicing Automation When Every Stage Is Its Own Case File

Under Regulation X, a servicer generally cannot make its first foreclosure filing until a loan is more than 120 days…

2026-09-23 · 11 min read
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