Next eventSummit NA Roadshow

Evidence

Written by the people doing the work.

Pieces on AI, business applications, data, and independent advice, alongside the client work itself. Two kinds of evidence: what we think, and what we've done.

Everything

Case studies first, then the articles.

Case study

They knew they needed a new CRM. What they didn't have was a way to keep the decision in their own hands.

Insurance brokerage

Financial ServicesPlatform fit

The brokerage owned the material it needed to select both the CRM platform and its implementation partner.

Case study

The trading desk had built its own tools over the years. The regulator had a view on that.

Banking firm

Financial ServicesRisk & governance

The firm had a documented inventory, conversion plan, and sequencing rationale it could put before the regulator.

Case study

Everyone could see the lead data was a mess. The harder question was what to do about it.

Insurance firm

Financial ServicesReadiness & business case

The client’s development team moved into the production build with an agreed strategy, a tested prototype, and a development plan.

Case study

The support platform had run for more than 15 years. Before replacing it, the client needed to know everything it did.

Industrial equipment manufacturer

ManufacturingPlatform fit

Leadership could make the replacement decision using a fit score, a blueprint, and evidence from its own system.

Case study

The warehouse teams had built their own automation. They hadn't needed an IT project to do it.

National distribution company

DistributionRisk & governance

Operations teams kept building within clear ownership and controls, without making every improvement an IT project.

Article

Independence · Advisory

Are your technology decisions owned, or rented?

Many organizations own some of their technology decisions and rent others without quite noticing. Three questions show you which is which.

5 min read

Article

Independence · Advisory

Why most technology investments quietly underdeliver

70% of digital transformation initiatives fail to meet their objectives. The structural reason it persists: who builds the business case, and what they have riding on the answer.

5 min read

Article

AI · Governance

Two modes: designing governance, or auditing it

Some organizations need a governance structure built from nothing. Others already have one on paper and need an honest read on whether it's real.

4 min read

Article

AI · Adoption

Copilot, agents, and the gap between deployed and adopted

79% of enterprises have adopted AI agents in some form. 11% run them in production. The story in between is not a technology problem.

8 min read

Article

Platform Fit · Microsoft ERP

GP is retiring. The real question isn't which product replaces it.

Dynamics GP's support clock is real and dated. The decision underneath it is bigger than Business Central vs. Finance & Supply Chain Management.

6 min read

Article

Governance · Power Platform

Microsoft changed the Power Platform governance playbook. Has your tenant caught up?

Microsoft's governance tools haven't changed much. How it says to use them has. Environment groups, routing and agent controls now enforce what used to live in a deck.

6 min read

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What are you trying to decide? If Relatio isn't the right fit, we'll say so.