Intelligence from the Field
Playbooks
practical guides
Curated resources
Private Equity Governance
A practical governance overlay for private-equity operating partners and portfolio leadership teams.
Explore resourceResources
Browse practical checklists, question banks and example outputs.
Explore resourceGuides
Browse Rodan's practical guides for data, AI and technology leaders.
Explore resourceData Governance Toolkit
A practical route into proportionate data governance.
Explore resourceData Maturity Pyramid
Assess the foundations needed to make data useful in operations.
Explore resourceInsights Framework
A framework for moving from reporting to decision-ready intelligence.
Explore resourceTechnology Due Diligence Question Bank
Questions for reviewing technology capability and delivery risk.
Explore resourceData Room Checklist
A practical checklist for assembling decision-ready evidence.
Explore resourceGovernance Starter Pack
Templates and prompts for establishing practical governance.
Explore resourceAI Readiness Checklist
A checklist for testing whether an AI opportunity is ready to progress.
Explore resource
Playbooks
How to build a customer data strategy for an ecommerce brand
Customer data strategy for ecommerce brands: how to move from data accumulation to commercial activation. A practical framework for marketing and growth leaders.
Playbooks
How to build internal AI capability without hiring a full data science team
Building internal AI capability doesn't require a full data science team. Here's how mid-market leaders can move fast without the hiring risk.
Playbooks
How to evaluate your current data infrastructure before investing in AI
Evaluating your data infrastructure before investing in AI is essential. This guide helps senior leaders assess quality, architecture, governance and readiness before committing budget.
Playbooks
How to run an AI pilot that actually makes it to production
AI pilots fail to reach production for organisational reasons, not technical ones. Here's how to scope, measure and govern pilots that actually deploy.
Playbooks
AI governance for mid-market companies: a practical guide
AI governance for mid-market companies: a practical framework for senior leaders to inventory, classify and oversee AI systems before risk and regulation force the issue.
Playbooks
How to build a business case for AI investment in a mid-market company
How to build an AI business case that survives board scrutiny - practical guidance for CFOs, COOs and senior leaders at mid-market firms.
Playbooks
AI transformation playbook for PE-backed businesses
AI transformation playbook for PE-backed businesses - how operating partners can prioritise, structure and measure AI programmes that move EBITDA before exit.
Playbooks
How to write an AI and data value creation plan for a board pack
AI and data value creation plan for a board pack - how PE operating partners should structure it with financial rigour and commercial credibility.
Playbooks
How to identify AI value creation opportunities in the first 100 days
AI value creation in the first 100 days: a practical framework for PE operating partners to identify, score and prioritise high-impact opportunities post-acquisition.
Playbooks
How to brief an AI consultancy: a guide for business leaders
How to brief an AI consultancy effectively - a practical guide for business leaders on scoping, data, success criteria and choosing the right firm.
Playbooks
How to run an AI proof of concept that stakeholders will trust
AI proof of concept projects fail when success criteria aren't agreed upfront. Here's how to scope, run and conclude a PoC that earns stakeholder trust.
Playbooks
How to get your data ready for AI in six practical steps
Data ready for AI? Six practical steps to assess quality, governance and pipeline readiness before committing budget to any AI initiative.
Playbooks
How to structure an AI centre of excellence in your organisation
How to structure an AI centre of excellence that delivers commercial results - mandate, composition, operating model and governance for mid-market organisations.
Playbooks
How to write an AI policy for your organisation
How to write an AI policy that actually governs behaviour - covering scope, data classification, oversight and accountability for business leaders.
Playbooks
How to protect sensitive data when using AI tools
Protecting sensitive data when using AI tools requires governance, not just IT controls. Learn how to classify data, manage vendor risk and build controls that hold.
Playbooks
How to evaluate an AI vendor: the questions every business should ask
Evaluating an AI vendor? Learn the questions that reveal real delivery capability, model quality and commercial risk - before you sign anything.