Intelligence for the organization AI requires.

Industry-defining research and proprietary frameworks for executives ready to close the gap between AI investment and AI impact.

Research distribution

RBD Co. research briefs and thought leadership reach executives at organizations including PwC, UnitedHealth Group, 3M, Target, Best Buy, U.S. Bank, Wells Fargo, Thrivent, Medtronic, Ecolab, Sleep Number, Fidelity Investments, Evercore, and Old National Bank.

Every published research brief, strategic insight, toolkit, and framework. Complimentary access. Organized by publication quarter.

Fall research series.

Research Brief · Q3 2026
How boards should govern AI agents in 2026

Six incidents that reached general news each lacked one ordinary access control, and buyers now write those controls into contract terms. Fifteen controls, the three numbers management should report to the board each quarter, and the fifteen-question AI Agent Security Diagnostic.

Framework Brief · Q3 2026
Four concrete actions boards can take now to govern AI agents

Agents fail the way people with badges fail. Six incidents in the news, one missing control each, sorted into the four concrete actions a board already takes for people with system access. A contents table up front, four actions, three board questions, and the fifteen-question AI Agent Security Diagnostic.

Research Brief · Q3 2026
How AI Affects Employment in 2026: Where It Concentrates and How to Measure It

Companies have slowed entry-level hiring in the roles most exposed to AI, and senior engineers now do the work those hires used to do. IT absorbs the extra work, HR controls the hiring budget, and neither department measures both.

Summer research series.

Research Brief · Summer 2026
When Access Becomes Exposure: Microsoft 365 Copilot in Regulated Industries

Copilot enforces the permissions already in your tenant, converting latent oversharing into active retrieval at machine speed. For mid-market and non-profit organizations in healthcare and financial services, the gap between access and authorized use is the compliance event. Research findings, regulatory exposure, and the governance architecture that closes it.

Framework Brief · Summer 2026
A Decision System for Copilot in Regulated Industries

The governance architecture for M365 Copilot in healthcare and financial services: six decision nodes, a three-tier risk classification structure, and a three-phase implementation sequence. Companion to the Research Brief.

Research Brief · Q2 2026
Mid-Market AI Returns: What 28 Public Disclosures Show

AI returns show up in earnings before they show up in revenue. Where to look across 28 mid-market public companies for the leading indicator.

Toolkit · Q2 2026
AI Role Design Toolkit: How to Scope, Staff, and Sequence the AI Function

Twelve archetypes across four clusters with comp bands, a ten-skill matrix, a priority scorecard that ranks hires from six organizational signals, and a Q1–Q4 hiring sequence that builds automatically from your inputs.

Research Brief · Q1 2026
Workforce 2030: Four Forces Reshaping Enterprise Talent Strategy

Four independent forces operating on different timelines are converging to dissolve the fixed-hierarchy employment model. The compound effects exceed the sum of any individual trend.

Spring research series.

Research Brief · Q2 2026
Enterprise AI Investment 2026 Outlook: From Technology-First Budgets to Capability-First Returns

Where enterprise AI spending goes, where value is actually created, and what the 6% generating EBIT do differently. Cross-industry analysis of $2.52T in projected 2026 AI spending against six independent research programs.

Research Brief · Q2 2026
The Mandate Reset: Technology Strategy When Leadership Changes Faster Than the Roadmap

What happens to technology strategy when CEO and C-suite leadership changes faster than the planning cycle. How CIOs survive and reposition during mandate resets.

Research Brief · Q2 2026
6 Organizational Conditions That Define Successful Technology Integration After Acquisition

Why the hardest work starts after the systems conversion. The organizational conditions that separate successful post-acquisition integration from technical completions that leak value.

Research Brief · Q2 2026
The Greenfield Advantage: What 15 New-Entity Technology Organizations Reveal

What happens when you can design the organization around AI from day one. The structural advantage of building without inherited debt, and the risks of over-investing before capacity is established.

Research Brief · Q2 2026
The State of Enterprise Data Monetization in 2026

Why the richest proprietary data assets capture the least value. The organizational design gap between data capability and data value capture across six industries.

Research Brief · Q2 2026
The Platform Recovery Paradox

Why enterprise platform investments fail at the organizational level, not the technical level. Absorption capacity, fragmented tech leadership, and the implementation-to-operations knowledge transfer gap.

Research Brief · Q2 2026
AI Governance in Partnership-Structured Professional Services

Why partnership governance models uniquely constrain enterprise AI deployment. Free-rider problem, federated structures, and verein dissolution as governance reform.

Research Brief · Q2 2026
The Data Product Paradox in Regulated Financial Services

Why data-rich regulated financial institutions systematically fail to operationalize data products. Compliance review architecture as the bottleneck, not technology.

Operating model and workforce thesis.

Research Brief · Q1 2026
Beyond Alignment: How the Science of Intelligence Reshapes Enterprise AI Operating Model Design

Why the dominant alignment-based AI operating model consistently underperforms, and what design-based alternatives look like when informed by neuroscience, network science, and complex systems theory.

Research Brief · Q1 2026
Organizational Readiness as a Design Constraint in Industrial Manufacturing

Why the binding constraint on platform investment value is the organization asked to absorb the technology, not the technology itself.

Strategic Insight · Q1 2026
Enterprise AI Tool Strategy: Embedded, Reasoning, and Specialized AI Compared

A comparative evaluation of embedded, reasoning, and specialized AI tools with selection criteria for enterprise deployment.

Foundational decisions for the year ahead.

Strategic Insight · Q4 2025
3 Foundational Decisions That Separate the 6% Generating EBIT from AI

The ownership, portfolio, and governance decisions that distinguish organizations scaling AI from the majority stuck in pilot.

Board governance and automation frameworks.

Framework Brief · Q3 2025
5 Critical Risks to Enterprise AI Through 2027

Five risk domains boards must govern within 24 months, with a 90-day action playbook for each.

Framework Brief · Q3 2025
4 Frameworks for Identifying Task Automation in the Fortune 1000

Task identification methodology, scoring criteria, and implementation sequencing drawn from 37 enterprise deployments.

Compute scaling and infrastructure economics.

Research Brief · 2025
How Compute Scaling Forces New Efficiency Designs

How physical limits on compute scaling are forcing fundamental shifts in model design, deployment, and enterprise cost structure.

Research by email.

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