The Executive Compass™ origin story

It started with
a question.

Executive Compass™ started with financial questions. Those questions led into decision-making, Project ATLAS and a bigger idea: executives may not need more information. They may need a better view of what they already have.

Origin story7 min readIndependently funded

Executive Compass™ wasn't conceived in a strategy workshop.

There was no five-year plan, investor deck or inspirational whiteboard covered in arrows.

It started with fairly ordinary business questions.

Why can a profitable company run out of cash?

Why can substantial retained earnings exist without substantial dividend capacity?

Why can completely accurate management information still create the wrong impression?

Eventually those questions became one much bigger question:

Why do intelligent people, with access to accurate information, still make bad business decisions?

That question changed everything.

Businesses produce extraordinary amounts of information.

Financial statements. Budgets. Forecasts. Project reports. KPIs. Contracts. Dashboards. Board packs. Risk registers.

And, inevitably, FINAL_v8_REAL_FINAL_USE_THIS.xlsx.

Most of it isn't wrong.

It's fragmented.

Finance sees one part of the organisation. Operations sees another. Project teams see another. Management receives a summary. The board receives a summary of the summary.

Then somebody has to make a decision.

That led to an uncomfortable realisation:

Organisations don't make decisions based on reality.

They make decisions based on the version of reality they can see.

That became the idea behind Executive Compass™.

Then we went looking.

We wanted to know whether this problem had been tested in the way we had in mind.

Not whether information influences decisions. Decades of research already tell us that it does.

Our question was more specific.

What happens if the underlying organisation and facts remain the same, but we change what the decision-maker can see and how those facts are connected?

So we went looking across decision science, executive information systems, information architecture, behavioural economics, sensemaking, information overload, business intelligence, choice architecture, decision-support systems and human-AI decision-making.

We found substantial research around almost every part of the problem.

But we couldn't identify the experiment we had in mind.

So we built it.

Project ATLAS begins with a deceptively simple proposition.

Same organisation.

Same underlying facts.

Different information environment.

Does the executive make the same decision?

ATLAS creates controlled information environments around a consistent organisational problem and examines what happens to human judgement.

What was noticed? What was missed? What relationships mattered? How confident was the decision-maker? What changed when information normally separated across an organisation became visible together?

Our research has identified extensive work around individual elements of this problem. We have not identified an established equivalent to the complete experimental architecture being developed through Project ATLAS.

That work led us toward a broader concept: Executive Information Architecture — the deliberate selection, structuring, relationship and presentation of organisational information that creates the information environment within which executive judgement occurs.

ATLAS now has a life of its own. It deserves one.

Executive Compass™ wasn't created because AI arrived.

AI made a much bigger version of the idea possible.

Historically, reconstructing organisational context required enormous amounts of senior human effort.

Collect it. Reconcile it. Analyse it. Challenge it. Connect it. Interpret it.

Then somehow compress everything into six slides before Tuesday's meeting.

AI changes that equation.

But we're not particularly interested in replacing the executive with a machine.

We're interested in almost the opposite.

What if the most valuable role for AI isn't making the decision?

What if it's helping the human see more of the organisation before making it?

Consider a profitable company steadily running out of cash.

The profit number may be perfectly correct. The problem becomes visible when profit is connected to receivables, working capital, project commitments, tax, debt and cash conversion.

Or consider substantial retained earnings that appear available for dividends.

Again, the number may be correct. But where are those earnings? Cash? Receivables? Investments? Working capital? Intercompany funding? Assets? Future obligations?

Nothing about the underlying organisation changed.

What changed was the view.

We call the space between everything an organisation knows and what its decision-makers can actually see the Organisational Black Box.

Executive Compass™ is being built to help open it.

And then, apparently, we had to build the thing.

That required a website. Then GitHub. Netlify. Supabase. Automation. APIs. Analytics. Email infrastructure. And a surprising number of DNS records.

There was also Wix.

We have collectively decided to move on.

What emerged was a growing set of practical applications: Financial Health Assessments, financial intelligence, cash-flow analysis, executive reporting, technical financial-statement drafting, decision support and ongoing advisory services.

Different applications. Increasingly, one purpose.

Help decision-makers see the organisation more clearly before asking them what to do about it.

Executive Compass™ started with financial questions.

Those questions led us into decision-making.

Decision-making led to Project ATLAS.

And ATLAS led to a much bigger idea.

Perhaps organisations don't need another dashboard.

Perhaps executives don't need another hundred-page report.

And perhaps the biggest opportunity for artificial intelligence isn't removing humans from important decisions.

Perhaps the problem is simpler.

Executives don't need more information.

They need a better view of the information they already have.

We're building that view.

From research to application

Better visibility before better decisions.

Executive Compass™ turns that thinking into practical financial intelligence, assessment, reporting and advisory work for organisations making decisions that carry consequence.

The Compass

Executives don't need more information. They need a better view of the information they already have.

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