Designing the next business model before the current one plateaus
How companies can identify new value pools and build business models that combine differentiated customer value with scalable economics.
Read articleMacro area
Digital
Connect digital strategy, technology, products, operations and customer experience to enterprise priorities.
Discover the macroRelated capabilities
Digital platform strategy
Define how digital platforms create value through shared capabilities, interactions, data and ecosystem participation.
API, MCP and systems integration
Connect applications, AI agents and digital services through governed APIs, MCP interfaces and reusable integration patterns.
Application modernization
Transform existing applications to reduce technical constraints and improve scalability, maintainability and adaptability.
Platform engineering and DevOps
Build developer platforms and delivery automation that make software development, deployment and operations more consistent.
Related industries
Editorial overview
Articles
Digital trust becomes a growth constraint
Why cybersecurity, identity and information integrity increasingly shape whether companies can scale digital channels, AI and connected ecosystems.
Read articleFocus
Market access increasingly depends on political permission as well as demand
Sanctions, export controls and investment restrictions can alter customers, suppliers and technology access with little warning.
Can your contractor market actually deliver the capital plan?
Investment ambition means little when critical engineering, construction or specialist capacity is unavailable at the required scale.
Strategic challenges
What technology risks are hidden beneath the target's current performance?
The challenge is identifying where architecture, technical debt or cyber exposure may constrain growth or increase post-close investment.
What should the enterprise look like if legacy constraints are removed?
The challenge is defining a credible future state without allowing current structures and systems to predetermine the answer.
POV
Innovation speed is not a reason to weaken risk discipline
The less mature the technology, the stronger the case for explicit boundaries, ownership and conditions for use.
A document repository is not knowledge continuity
Critical expertise is preserved only when context, judgment and practical capability can survive the departure of key people.
Strategic impact
Portfolio balance protects future choices
Combining investments with different horizons and uncertainty profiles can prevent today's commitments from eliminating tomorrow's strategic options.
Segmentation sharpens where commercial resources and propositions should differ
Clear segment economics help management align targeting, service levels and sales effort with customer potential.
What we observe
Scenario exercises often create narratives without changing any strategic choice
Rich stories add little when scenarios are not connected to investments, thresholds, contingencies or portfolio decisions.
Software companies often add AI features while protecting pre-AI pricing assumptions
Copilots can improve the product while simultaneously undermining seat-based economics by reducing the human labor using it.