01/09/2026
AI, a new GTM model, an integration, a portfolio shift or an efficiency programme can arrive with clear expectations from Group.
In the local business, the same leadership team is still carrying this quarter’s revenue, customer commitments and the P&L.
That creates a resource allocation decision very quickly. The new direction needs leadership attention, capable people, budget and skills that are already committed somewhere else in the business.
Our view is that the first step is to make those trade-offs explicit.
We would start by defining what the future business needs to look like if the transformation succeeds, then work backwards to the conditions that need to become true.
From there, capacity becomes much easier to discuss in practical terms.
What must remain protected because it safeguards revenue, margin, customers or the economics that support the transition?
Which work is consuming people or budget without helping the future direction? Which capability has to exist before the next stage can work?
Which people need to move, even if the current business would prefer to keep them where they are?
The sequence matters. Reassigning people before the required capability and sequence are clear can create movement without building what the future business actually needs.
Protecting too much of the current business can leave the transformation under-resourced. Trying to build everything at once creates another capacity problem.
The next thing we would look for is whether those choices have changed the allocation of the business.
People, budget and management attention are useful early signals because they show that the new direction has started to influence real decisions.
From there, the evidence has to move closer to the business result.
What that evidence looks like depends on the transformation: a different revenue mix, stronger adoption, lower cost-to-serve, a new capability operating at scale, or another outcome that shows the future business is beginning to exist.
At what point do you consider there is enough evidence to keep increasing the investment?