Practical AI strategy for professional services firms. New posts every Wednesday.
The framework I use in every initial consultation to align expectations and uncover real opportunities.
Read more →Time to declutter. Here's how to audit your AI stack and eliminate tools that aren't delivering ROI.
Read more →Real-world deployment results from three professional services firms using voice AI for client interactions.
Read more →A practical look at AI implementations in healthcare practices—scheduling, charting, compliance, and billing.
Read more →Red flags, green flags, and the right questions to ask before hiring external AI expertise.
Read more →How AI is transforming project delivery—automation, prediction, and better resource allocation.
Read more →GDPR, CCPA, state privacy laws—and how to implement AI without compliance risk.
Read more →From BIM optimization to proposal automation, here's where AI delivers real ROI for engineering.
Read more →Step-by-step guide to automating client intake, documentation, and initial handoff.
Read more →What happens to culture, trust, and team dynamics when you introduce AI at scale.
Read more →After three years of watching adoption fail, here's what actually works to get teams using AI.
Read more →Tenant screening, lease analysis, market prediction, and transaction automation for real estate.
Read more →Honest data on maturity levels, spending, adoption rates, and what separates leaders from laggards.
Read more →A practical framework for planning your AI initiatives and avoiding common mistakes.
Read more →Five resolutions that actually stick: from governance to training to vendor management.
Read more →My predictions for AI trends, regulation, vendor consolidation, and where the money will flow.
Read more →Reflections on a turning point: when AI stopped being a cool experiment and started being essential.
Read more →The standout tools, models, and platforms that actually made a difference this year.
Read more →Honest reflection on where I missed the mark and what that teaches us about the future.
Read more →Gratitude for the people, breakthroughs, and lessons that shaped AI this year.
Read more →A milestone reflection on how ChatGPT changed everything for consulting, law, accounting, and engineering.
Read more →How consulting firms are using AI internally—research, writing, analysis, and client delivery.
Read more →Professional liability concerns, insurance implications, and how to reduce risk when using AI.
Read more →Case studies of AI projects that failed spectacularly—and the lessons that prevent your failure.
Read more →How to structure, populate, and deploy a knowledge base that becomes an actual productivity tool.
Read more →Cut through the hype. Here are the things AI is genuinely bad at and when to skip it.
Read more →How veterinary practices can use AI for scheduling, diagnostics, client communication, and more.
Read more →A practical update on workflow automation tools, capabilities, and what's actually deployable now.
Read more →Real data on payback periods, cost savings, revenue lift, and what drives success at scale.
Read more →Regulatory changes, enforcement priorities, and what you need to implement now.
Read more →How to use AI to create better client experiences while protecting relationships and trust.
Read more →Benchmarks, allocation strategies, and how to make AI budget decisions that stick.
Read more →From content generation to client reporting, here's where AI delivers for agencies.
Read more →How AI is transforming how firms manage, search, and extract value from their document repositories.
Read more →Hard-won lessons from consulting engagements that didn't go as planned.
Read more →Business analysts, operations managers, and PMs are writing code with AI. Here's what's possible.
Read more →Meeting recording, transcription, and AI-powered insights that actually drive follow-up.
Read more →Watch where the AI market is heading as consolidation accelerates.
Read more →Resume screening, candidate matching, market forecasting, and client matching powered by AI.
Read more →MCP is unsexy infrastructure that will power the next wave of AI agent reliability.
Read more →Beyond the hype: where AI agents are actually working today and what makes them succeed.
Read more →A reassessment of the AI world halfway through 2025.
Read more →What to look for, how to structure the role, and how to set them up for success.
Read more →Meta thoughts on how I use AI to think through AI strategy for my clients.
Read more →Close look into Anthropic's latest flagship model and what it means for professional services.
Read more →A complete view of what a modern AI tech stack looks like at this scale.
Read more →A practical framework for governing AI use across your firm.
Read more →The announcements from Google I/O that actually matter for professional services.
Read more →Detailed evaluation of Claude 4 Sonnet for enterprise and professional services use cases.
Read more →How voice AI is transforming client interactions and first-impression experiences.
Read more →Market trends in fractional chief AI officer services and what it means for firms.
Read more →Real-world AI agent deployments that are delivering value right now.
Read more →Meta's latest open-source model and what open-source AI means for your firm.
Read more →How AI development tools are changing the way professional services firms build custom solutions.
Read more →AI applications in insurance underwriting, claims, advisory, and client management.
Read more →Real ROI numbers from recent client implementations and what drove success.
Read more →Analysis of OpenAI's research preview and implications for professional services.
Read more →Extended thinking capabilities and how they improve AI reasoning for complex tasks.
Read more →Audit results showing where most firms fall short on AI governance and how to close the gap.
Read more →Automating knowledge capture, organization, and retrieval across your firm.
Read more →Competitive landscape analysis as new players enter and consolidation accelerates.
Read more →How dropping AI model prices affect your budget planning and vendor strategy.
Read more →Scaling AI across multiple offices and ensuring consistency, compliance, and adoption.
Read more →Why training investment matters more than tool investment for adoption and ROI.
Read more →Where agents sit in the hype cycle and what will actually be deployable in 2025.
Read more →Analysis of DeepSeek's reasoning model and what it means for open-source AI.
Read more →A concrete action plan for AI implementation in 2025 based on 2024 lessons.
Read more →My predictions for 2025: agents, regulation, consolidation, and where the money flows.
Read more →A comprehensive review of the AI world in 2024 and inflection points we reached.
Read more →OpenAI's Sora and what AI video generation means for marketing and content.
Read more →Google's latest multimodal model and how it compares in the competitive landscape.
Read more →A reflection on gratitude, progress, and what we've learned in the AI world.
Read more →We've reached the inflection point where AI adoption is becoming mainstream in enterprise.
Read more →Performance improvements to Claude 3.5 and what faster models mean for your use cases.
Read more →AI policy implications of the 2024 election and what to expect in 2025.
Read more →How to communicate about AI use to clients while building trust and managing expectations.
Read more →The real data challenges in AI implementation that aren't technical—they're organizational.
Read more →AI applications in AEC: BIM, design optimization, proposal automation, and project management.
Read more →The common reasons AI training doesn't stick and what actually works.
Read more →How AI coding tools are transforming development and what this means for professional services.
Read more →Practical guide to prompt engineering for business use cases and better results.
Read more →AI applications in accounting: bookkeeping, audit, tax, compliance, and client reporting.
Read more →Why the future isn't about one model winning, but about choosing the right model for each task.
Read more →Meta's massive open-source model and what it means for model choice and independence.
Read more →Updated compliance space in 2024: regulations, standards, and what you need to implement.
Read more →Reflections on two years of AI consulting and what I've learned about success and failure.
Read more →Apple's AI strategy and what "AI everywhere" means for professional services.
Read more →Detailed review of Claude 3.5 Sonnet and how it compares in the model space.
Read more →A practical guide to building and deploying AI agents in professional services environments.
Read more →How healthcare practices can use AI for scheduling, intake, follow-up, and operations.
Read more →The steps, challenges, and playbook for moving AI from pilot to production deployment.
Read more →Key announcements from Google I/O and what they mean for AI in professional services.
Read more →OpenAI's free GPT-4o tier and what it means for model access and market dynamics.
Read more →How to have the budget conversation with CFOs and get approval for AI investments.
Read more →Complete automation of client intake, screening, and initial documentation.
Read more →Strategies for managing vendor lock-in and maintaining independence in AI implementation.
Read more →Meta's Llama 3 and the state of open-source AI models.
Read more →AI-powered document analysis, contract review, and legal research for law firms.
Read more →A framework for assessing your firm's AI maturity and planning progression.
Read more →Comparative analysis of the major AI models and how to choose for your use case.
Read more →How Claude 3 shifted the competitive landscape and what it means for AI implementation.
Read more →The financial and competitive costs of delaying AI strategy and implementation.
Read more →Step-by-step guide to building and deploying your first AI agent.
Read more →Analysis of Sora and why video generation might not be your strategic priority yet.
Read more →Google's massive context window and what it enables for long-document analysis.
Read more →Specialized AI applications for dental practices and fertility clinics.
Read more →Frameworks for communicating AI strategy and investment to boards of directors.
Read more →Why the AI talent gap matters and how to hire for AI expertise.
Read more →Key trends from CES 2024 and what they mean for professional services.
Read more →A practical roadmap for AI implementation in 2024 based on emerging best practices.
Read more →My predictions for AI in 2024: agents, regulation, consolidation, and value creation.
Read more →A comprehensive review of the pivotal year 2023 for AI and professional services.
Read more →Mistral's Mixtral model and open-source AI trends.
Read more →Google's entry with Gemini and what it means for the AI market.
Read more →A year after ChatGPT's launch—reflections on transformation and opportunity.
Read more →A practical 30-minute framework for evaluating AI vendors.
Read more →How to build and deploy custom GPTs for your firm's specific needs.
Read more →Lessons from the OpenAI turmoil about vendor risk and AI strategy.
Read more →Key announcements from OpenAI DevDay and their implications.
Read more →How to build an organizational culture that embraces and leverages AI.
Read more →Why diagnostic AI for healthcare clinics is overhyped and where to focus instead.
Read more →DALL-E 3 and advances in AI image generation.
Read more →Analysis of the executive order on AI and what it means for professional services.
Read more →How to use AI while protecting client confidentiality and attorney-client privilege.
Read more →The compliance and security risks of unmanaged shadow AI usage.
Read more →How to train your team on AI tools without disrupting client work.
Read more →ChatGPT Enterprise and what it means for professional services.
Read more →A practical guide to AI implementation for law firms of all sizes.
Read more →How to measure and track AI ROI in professional services.
Read more →Why fractional chief AI officers are the right model for most firms.
Read more →How to prepare your firm for incoming AI regulation.
Read more →Common reasons AI pilots fail and how to make them succeed.
Read more →Compliance checklist for healthcare practices using AI.
Read more →Five quick AI wins you can implement this month for immediate value.
Read more →Meta's Llama 2 release and what it means for open-source AI.
Read more →Claude 2 and Anthropic's approach to enterprise AI.
Read more →Common strategic mistakes in AI implementation and how to avoid them.
Read more →How to build a business case for AI that CFOs will actually approve.
Read more →Reflections six months after ChatGPT launch.
Read more →Defining the role and value of a virtual chief AI officer.
Read more →AI opportunities for architecture, engineering, and construction firms.
Read more →Why prompt engineering is an essential skill for your team in 2023.
Read more →The three types of AI projects that fail and how to recognize and prevent them.
Read more →A template and guide for writing AI policies for professional services firms.
Read more →Key announcements from Google I/O 2023.
Read more →Where accounting firms should start with AI implementation.
Read more →The competitive and financial cost of waiting to implement AI.
Read more →What Italy's ChatGPT ban means for AI regulation globally.
Read more →Analysis of AutoGPT and AI agent hype in early 2023.
Read more →Why you should start AI implementation with operations, not analytics.
Read more →A step-by-step guide to building your first AI workflow.
Read more →Anthropic and Claude as an alternative to OpenAI.
Read more →My testing of GPT-4 for law firm applications.
Read more →Why GPT-4 represents an inflection point for AI in professional services.
Read more →The compliance and security risks of shadow AI.
Read more →How to use AI in healthcare while protecting patient privacy.
Read more →Google Bard and the competitive AI arms race.
Read more →Bing Chat and the revolution in AI-powered search.
Read more →ChatGPT reaching 100 million users and what it means.
Read more →Why IT isn't the right department to lead AI strategy.
Read more →A framework for evaluating and selecting AI tools.
Read more →Microsoft's investment in OpenAI and the partnership implications.
Read more →My prediction that AI becomes an operations tool in 2023.
Read more →Why AI augments rather than replaces professional services teams.
Read more →Five practical tasks to test ChatGPT's capabilities in your firm.
Read more →My first week with ChatGPT: capabilities and limitations.
Read more →ChatGPT launch and why it changes everything.
Read more →