Beyond Automation: Why Context Matters in Workflow Design

In today’s business landscape, the buzz around automation and AI is deafening. Companies are racing to implement the latest technologies, promising increased efficiency and reduced costs. Yet, in this rush toward digital transformation, we’ve overlooked something crucial: the context and strategy behind our processes. The Missing Ingredient: Human Judgment Automation is powerful, but without strategic […]
Dashboards That Don’t Lie: Seeing What Matters

We’re overwhelmed with data, and translating seems to be an insurmountable task. The ability to separate signal from noise isn’t just helpful—it’s essential. For operational leaders, particularly in the education technology space, this challenge presents both an opportunity and a potential pitfall. Let me share why dashboards matter more than ever, and how the right […]
The Real Price of ‘Free’ Data Systems: Reclaiming Time, Accuracy, and Growth

Death by Spreadsheet: The Hidden Costs of Manual Data Management Spreadsheets: they’re free (or at least inexpensive), familiar, and easy to set up. For many small and mid-sized businesses and non-profits, they seem like the perfect solution for tracking budgets, donor lists, project plans, and more. But what starts as a simple tool can quickly […]
Why Your Business Needs a Single Source of Truth (SSOT)

Imagine walking into a meeting where half your team is looking at one set of numbers, the other half has completely different data, and no one knows which version is correct. Chaos, right? For small and mid-sized businesses and non-profits, inconsistent data isn’t just frustrating—it’s a productivity killer. When decisions are made based on outdated, […]
Is Your Tech Stack Helping or Hurting Your Business?

Picture this: You hire someone to manage client relationships. Then, you realize you need help with scheduling, so you bring in another person. Invoicing? Another hire. Before long, you have a growing team—but also inefficiencies, overlapping roles, and underutilized talent. Sound familiar? Now, swap ‘employee’ for ‘software.’ That’s what’s happening in many small and mid-sized […]
Are Manual Workflows Burning Out Your Team? 5 Warning Signs You Can’t Ignore

Let’s have an honest conversation about something I’m seeing across virtually every business I work with: teams are drowning in manual work, burning out fast, and struggling to keep up with growing demands. Sound familiar? If you’re nodding your head, you’re not alone. With teams running leaner than ever, we can’t afford to waste our […]