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  • Provider Compendium
    June 26, 2026

    Healthcare payers are operating in an increasingly complex environment shaped by volatile medical costs, constrained premium growth, evolving regulatory requirements, fragmented legacy systems, and continued workforce constraints. These pressures are pushing health plans to move beyond…
  • June 26, 2026

    For decades, the enterprise technology industry operated on a simple principle: software companies built products, and services firms helped enterprises implement, customize, and operate them. The relationship was highly complementary, but the businesses themselves remained largely…
  • Blog
    June 22, 2026

    Artificial intelligence is creating a subtle but important shift in enterprise technology and services markets. Across both software providers and technology services firms, I am seeing a growing willingness among enterprises to replace incumbent partners. While…
  • Blog
    June 16, 2026

    For decades, the technology industry has operated with a clear division of labor. Software companies built products. Consulting firms, systems integrators, and outsourcing providers helped enterprises implement, manage, and optimize those products. That separation has been…
  • Viewpoint
    June 16, 2026

    Healthcare payer operations are reaching a key inflection point as demographic shifts, chronic disease growth, regulatory requirements, margin pressures, workforce shortages, and rising member expectations expose the limitations of fragmented operating models. Simultaneously, internal constraints such…
  • Tech Provider Spotlight
    June 12, 2026

    Healthcare payer risk and quality management is shifting from fragmented, retrospective, and manual workflows to integrated, evidence-led operating models. Payers are under pressure to improve risk capture, strengthen Healthcare Effectiveness Data and Information Set (HEDIS) and…
  • Viewpoint
    June 02, 2026

    Healthcare payers are under pressure to modernize operations as margin compression, high medical loss ratios, regulatory mandates, cybersecurity exposure, and rising member expectations expose the limits of legacy operating models. Traditional Business-Process-as-a-Service (BPaaS) models have helped…
  • Blog
    May 07, 2026

    The rise of generative AI and agentic AI is rapidly changing how enterprises think about software pricing, value, and long-term technology investments. While market sentiment has recently pressured valuations across software and tech services firms, I…
  • Blog
    May 01, 2026

    Forward deployed engineers (FDEs) have become one of the most debated topics in enterprise technology, driven in large part by the visibility of Palantir’s model. As generative AI and agentic AI reshape enterprise architectures, many CIOs…
  • Blog
    April 28, 2026

    The marketplace is changing. Two marquee moves in July reset expectations for how large service providers will deliver operations at scale: Capgemini agreed to acquire WNS to build an agentic‑Artificial Intelligence (AI) powered intelligent operations leader,…
  • April 17, 2026

    Generative AI, enterprise AI transformation, and operating model changes are dominating boardroom conversations, yet the real adoption remains uneven. From my vantage point, the most important takeaway is this: AI will reshape nearly every business function, but progress will…
  • Blog
    April 15, 2026

    As generative AI reshapes enterprise technology, one reality is becoming increasingly clear: the Software Development Life Cycle (SDLC) is emerging as the epicenter of both value creation and disruption in the tech services industry. This is…
  • Blog
    April 02, 2026

    Artificial intelligence, generative AI, and agentic systems are rapidly reshaping enterprise technology, and nowhere is this more evident than in the software development lifecycle (SDLC). While much of the conversation around AI disruption has focused on…
  • March 23, 2026

    Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and systems of…
  • Blog
    March 12, 2026

    Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and systems of…
  • Blog
    Feb. 25, 2026

    For decades, software companies and services firms have made poor partners. There are very few examples of software businesses that have thrived long term inside services firms or vice versa. The oft-cited exception is Trizetto within…
  • LinkedIn Live
    Feb. 24, 2026

    Payer operations were reaching a structural inflection point. As cost pressure, regulatory scrutiny, and AI-enabled operating models reshaped the landscape, payer leaders had to rethink how sourcing and operating design delivered measurable business outcomes. In this…
  • PEAK Matrix®
    Feb. 19, 2026

    Healthcare payers are navigating volatile medical costs, limited premium growth, and fragmented legacy systems. At the same time, regulatory and quality requirements are intensifying, with the Centers for Medicare and Medicaid Services (CMS) advancing interoperability and…
  • Blog
    Feb. 19, 2026

    As we move deeper into AI transformation, there is a growing tendency to focus on the obvious productivity gains. Generative and agentic AI are clearly changing how work gets done. However, I believe the more consequential…
  • Blog
    Feb. 12, 2026

    Generative AI has delivered real value inside enterprises, but largely of the incremental kind. It helps individuals work faster, supports existing processes, and improves productivity at the margins. What it has not yet done, at least…

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