Editorial
Writing
Research-backed stories and practical guidance on AI adoption, tools, costs, and the work of putting them into production.
How to Check AI-Drafted Customer Replies Before They Go Out
Build a small answer key from real customer questions, approved policies and past corrections. Then test whether AI drafts help agents answer accurately without sending unsupported promises.
Gary Stanton · October 8, 2026
ZoomMate vs Fathom: Do You Need Meeting Notes or Follow-Through?
Both products can help after a meeting. ZoomMate reaches into broader workflows; Fathom concentrates on calls, summaries and sales records. Test the accepted follow-up, not transcript volume.
Gary Stanton · October 8, 2026
Agency AI: Keep Client Feedback Attached to the Approved Deliverable
For an agency or consulting firm, the useful AI job is turning scattered client feedback into a checked revision list while preserving the approval that decides what ships.
Gary Stanton · October 8, 2026
Property Management AI: Triage the Maintenance Request Before Dispatch
A property manager can use AI to summarize requests and keep residents informed, but emergency classification and vendor dispatch need a named owner and a checked record.
Gary Stanton · October 8, 2026
Insurance AI: Sort the Claim File Before Asking a Model to Judge It
Property insurers can use AI to prepare a claim file for an adjuster without turning document extraction into a coverage decision. Start with missing evidence, source fields, and a human review queue.
Gary Stanton · October 7, 2026
Construction AI: Answer the Old Question Before Filing a New RFI
For builders, the first AI win may be finding an answer already in the current drawings or project record. Compare Procore and Autodesk on the same questions before changing the official RFI process.
Gary Stanton · October 7, 2026
Manufacturing AI: Start With the Maintenance Handoff, Not a Failure Prediction
A plant can test AI on one familiar job: helping the next technician understand an asset, the last repair, and the open safety check. Tool choice follows the work-order system already in use.
Gary Stanton · October 7, 2026
Meta’s Muse Can See Your Bank Balance. Can Banks Keep the Deposit?
Muse can analyze connected bank accounts, but Meta has not said it can transfer deposits. Here is where the threat to banks is real, where it is premature, and how to make a better offer.
Gary Stanton · September 29, 2026
Sequencing AI Investments by What Hurts Your Customers First
Illustrative scenario: a 200-SKU brand spends its quarterly AI budget on personalization before fixing a visible support bottleneck. The Bleed-First Framework sequences investment by measured operational damage rather than the strongest vendor pitch.
Dana Whitfield · March 3, 2026
The Intake Problem That Rewires How Small Firms Think About AI
Most small law firms approach AI as a tool question — which product, which feature, which price. The ones pulling ahead treat it as a capacity question, and the difference reshapes the entire practice.
Dana Whitfield · March 3, 2026
The Healthcare AI Decision Rubric Your CFO Actually Needs
Most health systems evaluate AI the same way they evaluate EHR upgrades — committee meetings, vendor demos, and hope. A sharper filter exists: the Three-Gate Rubric separates the 90-day wins from the five-year money pits.
Dana Whitfield · March 3, 2026
The Solo Advisor Capacity Problem AI Actually Solves
A solo RIA in Scottsdale went from drowning at 90 clients to comfortably managing 130 — not by hiring, but by restructuring her week around a three-phase AI workflow. Here's the framework she used and the specific tools that made it work.
Dana Whitfield · March 3, 2026
The AI Adoption Paradox in Financial Services: Why Most Deployments Fail After Launch
JPMorgan runs 200 AI use cases. Most regional banks run pilots that go nowhere. The difference isn't technical—it's knowing which problems AI actually solves, and building systems that work when the AI fails.
Dara Keating · October 18, 2025