Building the Portco Operating Model for the Human Agency Era
How a mid-market PE firm rewired portfolio operating-model reviews to account for AI-era value leaks.
Redesigning the Operating Model of a Global Wealth Firm
A case study on redesigning advisor workflow, governance, and capability development to protect fiduciary quality while doubling AI leverage.
90-Day Executive Playbook: Beginning the Redesign
Sequences the first 90 days of an operating-model redesign — from diagnostic through governance recalibration to a first workflow redesign.
Quantifying Human–Machine Value Leaks
Across 180 executive diagnostics, we identify eight recurring categories of value leak — and the operating-model choices that predict them.
Where is value quietly leaking in your organization?
Complete the Human-Machine Value Leak Assessment and receive an executive dashboard within minutes.
Begin the AssessmentSchedule an Executive Strategy Session.
A 60-minute conversation with a partner on your operating model and where the leverage sits.
Schedule SessionThe Human Agency Quarterly.
Research, frameworks, and field notes for the executive team. Quarterly. No promotion.
H+MW Editorial
Human Agency Practice
Field notes and commentary from the Human + Machine Works practice.