Long-form Analysis
Insights for operators
building the AI-augmented firm.
Working notes on AI agents, CRM-ERP integration, and how mid-market firms scale operations without scaling headcount.
AI Agents and B2B Operational Scalability
The headcount math on AI agents in B2B ops: what scales without people, proof from three named engagements, and how to automate one workflow safely.
By Stephen Lowisz4 min readRead the analysisHow AI Agents Are Reshaping B2B Operations
What an AI agent actually is inside a B2B operation, the workflows worth automating first, and how three named firms cut process work without adding headcount.
By Stephen Lowisz6 min readRead the analysisAI Agents for Consulting Firm Operations: Where They Actually Pay Off
Consulting firms have tried automation before and been burned by rigid scripts. Here is where AI agents actually earn their keep in a consulting operation, and where the client-facing judgment work should stay firmly with people.
By Stephen Lowisz6 min readRead the analysisAI-Enhanced CRM and ERP Integration
Why CRM and ERP systems drift apart, what a real AI-driven integration layer does, and how three client engagements killed manual re-keying without a bigger ops team.
By Stephen Lowisz6 min readRead the analysisHow Law Firms Recover Leaked Billable Hours With Activity-Based Capture
Billable hours leakage happens at the point of capture, not the point of billing. Here is how activity-based time capture closes the gap - and what a firm needs in place before it works.
By Stephen Lowisz7 min readRead the analysisRealization vs. Utilization: The Two Numbers That Decide a Firm's Profitability
Utilization measures how busy your people are. Realization measures how much of that work turns into cash. A firm can be strong on one and weak on the other - here is how to read both together.
By Stephen Lowisz6 min readRead the analysisWhat Revenue Operations Looks Like Inside a 50-200 Person Accounting Firm
Below enterprise scale, most accounting firms cannot afford a dedicated ops leader in every function. Here is what Revenue Operations actually looks like when one function has to cover client acquisition, engagement delivery, and billing together.
By Stephen Lowisz6 min readRead the analysisWIP to Cash: Fixing the Leaks Between Timekeeping, Billing, and Collections
Work performed does not become cash automatically - it has to survive time capture, billing review, invoicing, and collections without leaking at any stage. Here is where each stage typically breaks, and how to fix it.
By Stephen Lowisz6 min readRead the analysis
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