Leadership Working Session
Half day with your leadership team on clarity, time, and finding your leverage. Then where AI pays off, and where to ignore the hype.
For founder-led operating companies
You're running your business on spreadsheets, aren't you? Yeah, I see you. So were we.
Your real operating system is the spreadsheets, the inboxes, the reports, and the handful of people who know how everything fits together.
The good news is you may be closer to fixing it than you think. And no, not with some big ERP project.
Today's tools let us bring the information you already have to life, connect things that have been hiding in plain sight, and give your people more time to work on what actually matters. Sometimes that means AI. Sometimes automation. Sometimes a small piece of software. And sometimes the ugly spreadsheet is doing its job just fine.
I’m an operator, not a software salesman. I've spent my career building, buying and running businesses, most recently inside a complicated manufacturing company running on decades of systems, spreadsheets and institutional knowledge.
Before you spend a million dollars replacing the mess, let's see what the mess already knows.
Flagship engagement · 30 Day Immersion
In 30 days, we'll know what your information system should actually do.
Not another ERP assessment. Not an AI strategy deck. And we're not starting with the assumption that everything you have needs to be replaced.
We'll spend real time with your leadership team and the people doing the work. We'll follow how orders, materials, money and decisions actually move through the business. We'll find the spreadsheets, workarounds and institutional knowledge holding it together, then identify where connecting that information could make the business faster, easier to manage and more profitable.
4-step process
Walk it
Understand how the business actually runs.Selling. Planning. Buying. Making. Shipping. Finance. The systems people use, the spreadsheets they built around them, and the information that still lives in people's heads.
Connect the dots
Find what the business already knows.Where the same information gets entered twice. Where one system knows something another doesn't. Where decisions wait on a person, report or spreadsheet. Where important connections have been hiding in plain sight.
Build something
Don't just recommend it. Prove it.Pick one high-value opportunity and put today's tools to work. Connect information, automate something painful, or create visibility that didn't exist before. Something real enough that your team can see what is possible.
Leave a plan
Know what deserves fixing next.What to connect. What to automate. What actually needs replacing. Where AI creates leverage. What it costs. Who should own it. And, just as important, what to leave alone.
Three Additional Ways to Work Together
A first look
Hands-on
Team Working Session
Half day with your team on real-world AI training and implementation. Leave putting it in motion, not watching a demo.
Ongoing
Advisor, Operator, Partner
Implementation support, executive partnership, or a longer-term relationship, depending on what the business needs.
Let's start a conversation
Curious to talk to a fellow operator?
I've been fortunate to sit in a lot of different seats over the years. Founder. CEO. Operator. CFO. COO. Board member. Buyer. Investor. Looking at the same business through those lenses usually changes the conversation.
I don't arrive with a playbook or a menu of answers. We spend the time understanding the business, developing a perspective together, and deciding what is actually worth doing.
If that sounds like a useful conversation, tell me a little about the company and what prompted you to reach out. I read these myself and I'll respond personally.
Or email me directly simeon.margolis@gmail.com
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