Resources
Practical technology advisory resources for executives
Downloadable checklists, playbooks, and long-form guides for leaders making ERP, retail systems, AI governance, and technology diligence decisions.
Downloadable tools
These resources are built for board, executive, and operating partner conversations where the next decision needs to be clear, defensible, and grounded in real implementation risk.
ERP Selection Checklist
A practical checklist for leadership teams preparing for ERP selection, readiness, vendor evaluation, and implementation governance.
Open resourcePDF playbookRetail Tech Pilot Playbook
A field-tested playbook for designing retail pilots that produce go/no-go evidence before chain-wide rollout.
Open resourcePDF assessmentTechnology Modernization Readiness Assessment
A readiness worksheet for executives deciding whether systems are truly constraining growth or simply looking dated.
Open resourcePDF checklistPE Technology Diligence Checklist
A diligence checklist for PE firms and operating partners evaluating stack risk, team capability, data debt, and first-100-day decisions.
Open resourceRelated strategic guides
Use the downloadables for working sessions, then go deeper with the companion guides.
Need a senior read on the decision in front of you?
Bring the checklist, roadmap, or vendor proposal to a 30-minute strategy call and pressure-test the assumptions directly.
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