COMPANY UPDATES

Continuous improvements from a boutique, operator-led firm.

Recent highlights

Delivery cadence

Weekly/bi-weekly R/Y/G dashboards and decision logs.

Security & access

Reinforced least-privilege, time-boxed contractor access; preference for client SSO environments.

Templates & tooling

Ongoing refresh of status report tiles, KPI thresholds, and intake/kickoff checklists.

Accessibility

Progress toward WCAG 2.1 AA where practicable.

Notes & policies:

Advisory-only: We advise and support execution; clients own decisions and legal/compliance review.

Governing law: Nevada.

Industry Brief — Top Headlines:

Operator Take:

Anchor initiatives to one finance-ready outcome and publish a 30/60/90 plan before kickoff. Ship two or three interventions that actually move cash or capacity. For AI, tie each deployment to a hard KPI with a guardrail on CX or accuracy.

Signals to Watch

  • Quote-to-cash days (target ↓ 10–15%)

  • Stage conversion by ICP & forecast error (target ↑ conversion / ↓ error)lerisque.

  • First-contact resolution or deflection with CSAT ≥ baseline

  • DSO and invoice-to-cash lag (target ↓)

  • % of AI use-cases with validated run-rate impact (target ↑)

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