Insights

Perspectives on technology strategy, AI adoption, and digital transformation for business leaders

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8 posts

Making Claude Dashboards and Power BI Work Together: A Practical Playbook
Data & Analytics

Making Claude Dashboards and Power BI Work Together: A Practical Playbook

You don't have to choose between Claude and Power BI — you have to set them up so they work together. A six-step playbook for mid-sized companies, with a 30-day starter plan.

•9 min read•Jeffrey Shear
#Power BI#Claude#AI
Claude, Power BI, or Both? Choosing the Right Tool for Dashboards and Metrics
Data & Analytics

Claude, Power BI, or Both? Choosing the Right Tool for Dashboards and Metrics

Claude can build dashboards now. Do you still need Power BI? The answer depends on what each tool actually does well — and neither one will save you from bad data.

•7 min read•Jeffrey Shear
#Power BI#Claude#AI
Don't Sign That Software Contract Yet: 12 Questions To Ask Vendors Before You Sign
Technology Strategy

Don't Sign That Software Contract Yet: 12 Questions To Ask Vendors Before You Sign

The most expensive problems in software contracts rarely show up in the headline price. They appear in year two or three. Here are the 12 questions to ask before you sign anything significant.

•5 min read•Jeffrey Shear
#vendor negotiation#software contracts#SaaS management
Cutting Technology Costs Without Cutting Capability
Technology Strategy

Cutting Technology Costs Without Cutting Capability

When the CFO asks for 15% out of tech spend, the instinct is to delay projects and freeze hiring. There''s a better place to look first: the spending that isn''t delivering anything at all.

•5 min read•Jeffrey Shear
#cost reduction#SaaS management#technology spend
Are Your Dashboards Lying to You?
Data & Analytics

Are Your Dashboards Lying to You?

Most mid-sized companies own more reporting software than they use. The problem isn't the tools — it's the data underneath them. Here's how to fix it.

•5 min read•Jeffrey Shear
#data quality#business intelligence#dashboards
The Automation Audit: Finding 20 Hours a Week Hiding in Your Processes
Operations

The Automation Audit: Finding 20 Hours a Week Hiding in Your Processes

More than 40% of workers spend at least a quarter of their week on manual, repetitive tasks. Here is a five-step audit to find and recover that time — using tools you probably already own.

•5 min read•Jeffrey Shear
#Automation#Operations#Productivity
Do You Need a CIO, or Just CIO-Level Judgment?
Technology Leadership

Do You Need a CIO, or Just CIO-Level Judgment?

The question isn't whether to hire a CIO — it's whether you need the judgment, the headcount, or both. For most growing companies, those are two different problems with two different solutions.

•5 min read•Jeffrey Shear
#CIO#Fractional CIO#Technology Strategy
Build, Buy, or Wait? Deciding Where AI Belongs in Your Business
AI Strategy

Build, Buy, or Wait? Deciding Where AI Belongs in Your Business

The pressure to act on AI is real. But doing something isn't the same as getting results. Here is a practical framework for making the right call on every AI opportunity.

•6 min read•Jeffrey Shear
#artificial intelligence#digital transformation#business strategy