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Technical notes

What we have learned in practice

Practical pieces on people, culture, strategy, data, ESG, and innovation incentives, with verifiable references.

Latest · AI and Data

Generative AI governance in mid-sized companies: usage policy, data, and vendors

Employees already use AI assistants, authorized or not. Lean governance, with a usage policy, data classification, and vendor review, addresses most of the risk without blocking the gains.

September 22, 2026 · 7 min read

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ESG

ESG for suppliers: what large customers and banks will ask for

Pressure for ESG data reaches mid-sized companies through the value chain. Understanding where the questions come from helps answer them consistently, instead of building a report for each customer.

August 18, 2026 · 7 min read

AI and Data

AI readiness starts with data

AI projects usually stall long before the model: in data with no owner, no definition, and unknown quality. Measuring readiness is, to a large extent, measuring data management.

July 7, 2026 · 7 min read

Innovation and Lei do Bem

Lei do Bem: how to build a defensible R&D file

Brazil's R&D tax incentive is self-assessed, but the Ministry's technical review and tax audits come later. A defensible file is built during the project, using the Frascati Manual criteria as a guide.

June 2, 2026 · 8 min read

Strategy

Formulation vs. execution: a quadrant for the board

Boards often discuss results without separating two different problems: a poorly formulated strategy and a poorly executed one. A simple quadrant helps ask the right question.

April 14, 2026 · 6 min read

Culture

Psychological safety and innovation: what the research supports

Teams innovate when it is safe to be wrong out loud. The concept became fashionable, but it has a solid empirical basis and can be measured with a short scale.

March 10, 2026 · 6 min read

Culture

Measurable organizational culture: from rhetoric to behavior

Values on the wall do not tell you how a company decides. Three established models help turn culture into something you can measure, compare, and manage.

February 10, 2026 · 7 min read

Strategy

Why strategic plans never leave the drawing board

Research shows significant losses between what strategy promises and what it delivers. The most frequent causes lie in the quality of the plan and in cross-functional coordination, not in a lack of discipline.

January 20, 2026 · 7 min read

Archive

Earlier notes, published in the site's original format.

Archived notes are available in Portuguese only.

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