BlogPage 14
Insights on team efficiency, management, and AI tools.
Training a Finance Team on AI: A 5-Day Playbook
How a finance team of 8-25 people goes from spreadsheet-only to building AI automations for invoices, recon, and scenario modeling — in five days, without rebadging anyone as a developer.
Training a COO on AI Tools: SOPs, Vendor Reviews, Escalations
How to train a COO on AI without breaking your operating cadence. Practical playbook for SOP rewrites, vendor reviews, escalation triage, and weekly business reviews.
Training a CMO on AI Tools: Content, Attribution, Pipeline
How to train a CMO on AI tools without turning marketing into a content sweatshop. Practical playbook for content velocity, attribution sanity, and pipeline acceleration.
Training a CFO on AI Tools: The 90-Minute Starter
A practical 90-minute starter for getting your CFO from skeptic to first AI automation — covering close, FP&A, AR/AP, and vendor reviews. Built for 30-500-employee SMBs.
Shoosmiths' £1M Bonus Pool for 1M Copilot Prompts — Analyzed
Shoosmiths offered a £1M bonus pool tied to 1M Copilot prompts. The mechanism, what it actually changed, and why an SMB owner shouldn't simply copy it.
n8n vs Make vs Zapier for AI Agents — 2026 Comparison
A neutral, owner-lens comparison of the three platforms SMBs actually pick from when building AI agents in 2026. Trade-offs, fit by team shape, no marketing fluff.
Lloyds Banking Saved 46 Minutes Per Worker Per Day — How
Lloyds Banking Group's public Copilot rollout delivered 46 minutes saved per worker per day. Here is what they did, what an SMB owner can copy, and what to ignore.
Why Klarna walked back its AI agent (2025) — lessons for you
Klarna's 2025 walk-back from a fully autonomous AI customer-service agent is the most useful public case for any SMB owner planning a deployment.
JCB Hit 83% Monthly Copilot Use — What They Did Differently
JCB reached 83% monthly active Copilot usage — far above industry-typical drop-off. The program design that produced this and what an SMB owner can copy.
Huber+Suhner Reached 99% AI Pilot Adoption — The Playbook
Huber+Suhner's AI pilot reportedly hit 99% adoption — an outlier figure. The program design behind it and what an SMB owner can realistically copy.
Your First AI Agent: Which Workflow to Start With
Most SMB founders pick the wrong first AI agent — and burn 3 months on a flashy use case that never reaches production. Here is the workflow you should actually start with, and why.
Build vs Buy Your AI Agent — The SMB Decision Tree
A founder-lens decision tree for whether to build an AI agent in-house or buy a vertical product. The Builder.ai cautionary tale, the four questions that decide it, and what the daily-management lens reveals.
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