The Strategic Architect
The CFO's Guide to AI-Powered Finance. 19 chapters, regulatory compliance, 100-day roadmap.
The AI Agent P&L
Measure what agents generate, not what they replace. Full P&L template, TCO model, pilot-to-production framework.
The Break Away Advantage
The B1/B2/B3 portfolio strategy. Red Queen Effect, allocation models, 15-question diagnostic.
The So What Framework
From reporting to strategic partner. Scripts, templates, and the team coaching playbook.
The Velocity Gap
Close the 8 Friction Defaults. Role-specific action plans and implementation roadmaps.
The Profit Center
Turn your data team from cost center to revenue machine. CFO-ready proof points.
The Phronetic AI
Design AI that enhances human judgment instead of replacing it. Assessment tools included.
Built from experience, not theory
These guides are the playbooks I wish I'd had when I started. They're built from 20 years of building AI and data products at Best Buy, Target, C.H. Robinson, and Olo — 100+ product launches, teams from 2 to 300+, and $2.5B+ in AI-driven revenue including the data architecture behind Olo's $3.6B IPO.
Every framework, every worksheet, every template comes from something that worked in production — not something that worked in a slide deck.
Want to see the frameworks before you buy? Five of the seven guides have free companion articles.
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