Practice Forwardhttps://practiceforward.co.ukTechnology, data and operations for people running financial-advice businesses.The deal closes on Friday. The service obligation does not.https://practiceforward.co.uk/articles/acquisition-integration-starts-with-service/https://practiceforward.co.uk/articles/acquisition-integration-starts-with-service/An integration plan should begin with the client work that must survive the change of ownership.Ask your AI supplier how long ‘stop’ takeshttps://practiceforward.co.uk/articles/ai-agent-stop-button-rehearsal/https://practiceforward.co.uk/articles/ai-agent-stop-button-rehearsal/A paused assistant can leave other work running. Test how a provider-data workflow loses access, cancels queued jobs and hands unfinished work back to a person.Your AI pilot needs a price list for mistakeshttps://practiceforward.co.uk/articles/ai-evaluation-needs-error-costs/https://practiceforward.co.uk/articles/ai-evaluation-needs-error-costs/One accuracy score can hide the errors that make a workflow uneconomic.The AI-native advice firm needs a better work queuehttps://practiceforward.co.uk/articles/ai-native-firms-need-work-queues/https://practiceforward.co.uk/articles/ai-native-firms-need-work-queues/The operating advantage comes from controlled execution, not the number of assistants on the licence bill.Build or buy? Start with the exit rehearsal.https://practiceforward.co.uk/articles/build-buy-and-the-exit-rehearsal/https://practiceforward.co.uk/articles/build-buy-and-the-exit-rehearsal/The decision gets clearer when you price maintenance, exceptions and the ability to leave.Choose the workflow with the cheapest mistakeshttps://practiceforward.co.uk/articles/choose-first-automation/https://practiceforward.co.uk/articles/choose-first-automation/Your first automation should teach you how the firm handles failure, as well as how much time it can save.Your data problem has an owner problemhttps://practiceforward.co.uk/articles/fragmented-data-has-an-owner-problem/https://practiceforward.co.uk/articles/fragmented-data-has-an-owner-problem/Before buying another integration, decide who gets to say which client record is right.The meeting note is not the finished jobhttps://practiceforward.co.uk/articles/meeting-notes-to-owned-actions/https://practiceforward.co.uk/articles/meeting-notes-to-owned-actions/AI summaries become useful when promises turn into owned, traceable actions.The modern advice stack is a chain of handoffshttps://practiceforward.co.uk/articles/modern-advice-stack-handoffs/https://practiceforward.co.uk/articles/modern-advice-stack-handoffs/The useful architecture diagram shows who can act on which evidence, not just which logos connect.Provider data needs a receipthttps://practiceforward.co.uk/articles/provider-data-needs-a-receipt/https://practiceforward.co.uk/articles/provider-data-needs-a-receipt/A value is only useful when the firm can explain where it came from, when it applied and what happened to it.Do you need a data warehouse—or an answer by Friday?https://practiceforward.co.uk/articles/warehouse-before-you-need-one/https://practiceforward.co.uk/articles/warehouse-before-you-need-one/Central storage earns its place when the reporting question requires it.