Field notes

Notes from the firms we are building this on.

Field notes for founders, partners, and delivery leaders of IT services and consulting firms. Specific, restrained, written for operators. Published when we have something worth saying, not on a schedule.

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One short piece every two weeks. Consulting operating model, the agent layer, margin discipline. Operator length. No tracking pixels. Unsubscribe in one click.

Comparison
17 Apr 2026 8 min read

ConsultancyOS vs Kantata vs Mavenlink vs Office plus Notion.

A buyer's guide for IT services firm owners choosing the system underneath the firm.

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Field note
27 Mar 2026 7 min read

The case for retainer led revenue in IT services.

Project revenue is the income statement. Retainer revenue is the balance sheet. Most IT services firms are still running the wrong one.

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Field note
6 Mar 2026 6 min read

The white label client portal as a loyalty multiplier.

The portal is not a feature. It is the surface your client looks at every Monday. If it does not look like your firm, you are renting their loyalty.

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Field note
13 Feb 2026 5 min read

Why your senior partners quietly hate the resource spreadsheet.

It is not the spreadsheet. It is what the spreadsheet does to their week. Until you fix it, your best partners are leaving in their heads.

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Field note
22 Jan 2026 5 min read

The four spreadsheets every IT services firm still runs on.

Pipeline. Margin. Forecast. Resource plan. The cost is not the spreadsheet. The cost is the lag.

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Field note
18 Dec 2025 6 min read

The bench problem and how to solve it without firing.

Bench is the politest word in consulting. It still means you are paying people to wait. Encoded delivery shrinks bench without shrinking the team.

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Method
27 Nov 2025 6 min read

Sprint zero for IT services.

Most firms start every engagement at zero. The systematised firm starts at sixty percent. Sprint zero is how.

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Field note
6 Nov 2025 7 min read

Building a partner network worth instrumenting.

Most consulting firms have partner relationships. Almost none have a partner system. The difference compounds.

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Field note
15 Oct 2025 6 min read

The forecast that runs the firm, not the firm that chases the forecast.

Most firms forecast on Sunday night. They run on the wrong number all week. The right system forecasts every hour.

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Method
24 Sept 2025 6 min read

How to onboard a new consultant in two weeks instead of six months.

The cost of slow onboarding is the salary you pay before the consultant generates a billable hour. Encoded IP collapses the curve.

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Field note
3 Sept 2025 5 min read

Five questions to ask your senior partner before they resign.

Practices walk out at 6pm on a Friday. Here is how to know before the resignation lands.

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Field note
12 Aug 2025 6 min read

Why your firm's IP walks out at 5pm.

Your methodology lives in three senior heads and a folder of slide decks. That is not IP. That is hostage situation.

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Field note
11 July 2025 8 min read

The valuation argument. What changes when IP lives in the system.

Buyers pay for what they can keep. When the IP is in the firm and not the partner, the earn out shrinks and the cash at close grows.

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Field note
18 June 2025 7 min read

Why fixed price beats time and materials for systematised firms.

The hourly model is a tax on systematisation. When agents do the first 60 percent in 30 minutes, the billable hour stops paying you what the work is worth.

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Field note
28 May 2025 6 min read

The Profit First case for consulting firms.

Stop running the firm by what is left over. Allocate Profit first. Twice a month. The discipline that quietly fixes everything else.

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Field note
6 May 2025 6 min read

The agent layer. How AI plugs into delivery.

AI in consulting is not the copilot in the sidebar. It is the layer underneath delivery, trained on the firm's IP, governed by the firm's guardrails.

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Method
9 Apr 2025 8 min read

The IP Encoding System in four phases.

How to take the method that lives in your senior consultants' heads and put it into a system that delivers in their voice.

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Field note
18 Mar 2025 7 min read

Run your consultancy like a software company.

The operating system thesis. Why the next decade belongs to firms that systematise their method, not the firms that hire harder.

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