How the work goes

The diagnostic comes first. Three to six weeks living with the problem before anyone touches a roadmap: talking to the people who actually use the workflow, tracing the data through the systems it lives in, and pressure-testing whatever brief I was handed in week one. Most briefs come out of it in a different shape than they went in.

Then the build, with the same person responsible. I write the spec, hold the executive cadence, and stay accountable to the metric we set in the diagnostic. The engineering teams doing the implementation are the ones I'm in the standup with. There is no handoff to a delivery group I never met.

Then the system in production. I count a system finished when the people it was built for use it instead of working around it, and I weigh that number above every other one.

That shape comes from the two consultancies I co-founded, in 1999 and 2006: one practitioner, accountable end to end. I have run the same way inside firms ever since: Deutsche Asset Management, Morgan Stanley, FactSet. The outcomes are on the home page; the full arc is in about.

What I won't do

I don't take remote-only engagements. This work needs a partner in the building, because at a distance the translation erodes. I'm based in Manhattan and will spend six consecutive days on site when the work calls for it.

I don't put layers between me and the work. Whoever scopes the engagement is on the hook when the system goes live, and a partner who dials in for the steering committee is a layer too.

And I tell clients what I think. Where I see strength in a direction I say so, and where I don't, I say that early, with the reasoning.


If you're trying to run a program this way (at a firm, a fund or a platform), I'm always open to an informal conversation: after hours, at a conference, over a note on LinkedIn. I read every one that comes in. Some of those conversations have turned into engagements. The one I'm most interested in now is the one that turns into a seat at a firm. Or reach me directly at engagements@altastrategylabs.com.