methodology · May 20, 2026
BA-First: Why I Diagnose Process Before Automating
Most automation projects fail because teams skip the diagnostic step. Here is the BA-first approach I use with every client.
Process diagnostics before AI automation, for small operations.
A working library of consulting field notes, vendor evaluations, and short takes - written first for the desk it sits on, kept public so other operators can use it. No demos, no decks, no “transformations.”
§ Articles · Long-form
All articles → Field notes from inside the work.
Audit patterns, post-mortems, and methodology pieces. Written after a project closes, not while it’s being sold.
§ Blog · Short takes
All blog posts → Recent notes & reactions.
Tool releases, vendor announcements, and quick reads that didn’t earn a full article. Read in under three minutes.
- May 22, 2026 Anthropic Claude 4.7 - 3 thoughts and one application Quick take on the new release and where it actually changes my pipeline. news
§ Knowledge · Reference base
Browse all knowledge → Notes I keep for myself, kept public.
Built for retrieval, not reading. Comparisons, scorecards, and checklists I open during client calls - if they help you too, take them.
K · 01
Tools
Side-by-side scorecards on the workflow automation stack: Zapier, n8n, Make, and others.
1 entry →
K · 02 Comparison
Side-by-side scorecards on the workflow automation stack: Zapier, n8n, Make, and others.
1 entry →
K · 03 Automation
Reusable shapes for SMB operations: lead-to-cash, intake-to-onboarding, weekly-close.
1 entry →