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    • Organisation-Wide Transformation
    • Innovation Ecosystem Audit
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Lessons from Porsche: Why Strategy Must Be Built to Learn, Not Just to Declare

  • Posted by Dan Toma
  • On 31/12/2025
Disruption is rarely about technology itself. What truly disrupts companies is the speed at which markets, customer expectations, and competitive dynamics change—and whether an organization can adapt at the same pace. As the saying goes, “if the speed on the outside is greater than the speed on the inside, the end is near.” Porsche’s recent struggles illustrate this clearly. The challenge was not electrification as a concept, but over-committing to a strategic path before customer desirability was fully validated. By the time real feedback emerged, capital had already been locked in, limiting strategic flexibility. In an environment defined by constant change, strategy can no longer be a static declaration. It must be treated as a series of testable assumptions—designed to learn quickly, adapt continuously, and align innovation with real customer demand.
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Three Reasons to keep Investing in Ideas not Aligned with Strategy

  • Posted by Dan Toma
  • On 12/11/2025
Smart leaders know that strategy and innovation must align—but sometimes growth demands exceptions. Learn when to invest beyond the plan.
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What Is The Role Of Strategy?

  • Posted by Dan Toma
  • On 06/05/2025
It took the telephone 75 years to reach 1 million users. Television did it in about 13 years. Netflix reached the same milestone in just 3.5 years—and ChatGPT did it in only 5 days. We are living in a world where the pace of change and the speed at which information spreads are accelerating exponentially. […]
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Thesis-based Investment or Theme-based Investment

  • Posted by Dan Toma
  • On 23/06/2023
One of the worst mistakes companies make when pursuing innovation-led growth is to sink their money into various investments without knowing why, beyond just ‘it’s a cool technology that can disrupt us’ or ‘it’s the board’s pet project’. Yes, this sounds like the world’s most obvious mistake to avoid, but in our experience, we’ve seen […]
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The Innovation Thesis and its Structure

  • Posted by Dan Toma
  • On 14/06/2023
President Kennedy’s address to the joint session of the US Congress on May 25th 1961 can be viewed as the start of the space race: “… I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to […]
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Why Now? Why Us? A Radically Rational Guide for a Winning Business Strategy

  • Posted by Dan Toma
  • On 10/08/2022
Most corporate strategies, if they are developed well (and from our experience that’s a big IF), are great at giving a direction for a company’s efforts for the foreseeable future. In essence, they are great at explaining where the company is heading and what it wants to achieve.  When Netflix made the transition towards streaming […]
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Stop Chasing Unicorns

  • Posted by Dan Toma
  • On 20/09/2021
Ever since the whole frenzy with corporate innovation started back in 2010 countless millions have been spent by corporations around the world on a variety of innovation-driving vehicles.  Some companies were driven by the fear of disruption, others were driven by the pursuit of higher return multipliers. Regardless of the reason, a significant group of […]
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Building bold strategies, one hypothesis at a time!

  • Posted by Cris Beswick
  • On 16/06/2020
With an abundance of global reports and surveys outlining the continued challenges faced by organisations in their quest to innovate, the single biggest issue we still see leaders make is not creating absolute clarity on strategy. And if you subscribe to the notion of “tomorrow’s prosperity is dictated by today’s leadership decisions” then innovation has […]
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Defensive vs. Progressive transformations

  • Posted by Dan Toma
  • On 05/05/2020
Most corporations in need of transformation are complex organizations. This complexity was built in decades of focusing on optimizing the core business. With complexity people tend to lose sight of the big picture and become specialized. Hence the problem they see in front of them looks like the most important and urgent, while everything else […]
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