Notes on digital transformation, integrated planning, data and AI - and how technology and management decisions turn into measurable business value.
In a construction group the project portfolio is the production line, and the annual budget is a snapshot of the plan. How to build planning around an executable portfolio and a unified resource balance.
What Soviet planning got right, what China changed, and what large corporate groups can learn from both: the ratchet effect, soft budget constraints, and six elements of a planning system that works.
Every function can plan perfectly while the group loses money in between. Five planning types, one framework, and the question of who owns the trade-offs.
Why a single source of truth beats a thousand opinions: the HiPPO habit, examples from infrastructure construction, McKinsey estimates and what VINCI and Bouygues actually changed.
Agile in ERP-led transformation: where iteration accelerates delivery (design, data migration) and where it has to stop (go-live, operating model). A hybrid model from programs in groups of 10,000+ employees.