Category: Delivery

AI IPOs – Look, Listen, and Learn…

Posted on by The Information Badger in AI, Business, Delivery, Information Technology, Leadership, Technology

The young Badger was given some advice by his new boss when joining a dynamic IT company many years ago, namely ‘Look into everything that’s put in front of you, especially numbers. Listen quietly and closely to everything that others say. Learn from situations and from the good practices and behaviours of others. Heed this advice and you’ll do well’. Decades later that advice is as good today as it was then. As the Badger’s witnessed over the years, not everyone takes such advice on board. He’s been amazed many times that some people running projects or business units have not taken the trouble to ‘look, listen, or learn’ in order to understand the underlying performance of their areas of responsibility.

Looking at, understanding, and being able to explain what’s driving the metrics is important in managing any business or project activity. It’s crucial to leadership, being in control, and instilling confidence in others. One of the young Badger’s first formative experiences was at a CEO review of a business unit’s operational performance. The CEO was a demanding, numbers-focused individual, and the business unit leader had the reputation of being a handwaving optimist with a reluctance to hear bad news. The review did not go well. It quickly became clear that the unit leader’s view of their business was completely at odds with the trends in the unit’s metrics. The irritated CEO raised their voice and said ‘It’s not wrong to make a profit, and if you don’t know your numbers then you don’t know your business’. A lecture followed, pointing out that understanding financial and other metrics was crucial to successful business management. It was an uncomfortable review to witness, but it reinforced to the Badger that the advice he had received was sound. Shortly thereafter, the business unit leader was replaced.

In the AI world, SpaceX, OpenAI, and Anthropic are progressing IPOs. The Badger’s applied the look (at the numbers), listen (to a wide variety of knowledgeable commentators), and learn (from the history of the digital revolution over 30 years) advice from years ago to assess if these IPOs might be good investments for members of the public. He concluded that they are speculative investments. AI may be a transformative technology that cannot be ignored but investing through a fear of missing out (FOMO) rather than rational assessment is rarely a good idea. Huge sums are being spent on building the necessary infrastructure, but so far none of these companies have made a profit from AI. This short YouTube video neatly explains the AI race in an easily understandable way. It ends making the point that building AI is one thing, but making money from it over the long term is the real challenge. The Badger’s decided that wariness is always sensible when no profits have been made so far, but a huge pot of gold is promised in the future…

Are the big consultancy firms under the cosh from AI?

Posted on by The Information Badger in AI, Business, Change, Consulting, Delivery, Information Technology, Project Management

While contemplating the ying and yang of life in the shade during the UK’s recent hot weather, the Badger watched a pair of robin’s taking food to a nest in a nearby ivy-clad tree. He was soon joined by his wife who’d been chatting with some neighbours who are having work done at their property. The neighbours, apparently, are unhappy with the attitude and approach of one of their contractor’s people because they never listen, believe they are always right and know best, and are constantly trying to expand the work to involve more people rather than get the job done. The Badger’s wife had met this person while chatting, and the expression on her face showed that they had not made a good impression! As we sat watching the robins, the Badger was asked if he’d encountered anything similar during his professional IT career. The answer, of course, was yes, and one of the most irritating examples was this.

The Badger’s employer had partnered with a large consultancy firm to win a challenging, major fixed-price contract. The Badger led the resulting delivery for which a large joint team was collocated in one building to ensure everyone could work efficiently together given the aggressive timescale. At both senior and junior levels, the difference in ethos between those with a software/systems development/delivery background and those from the consultancy firm quickly became evident. Staff focused on developing and delivering the required software/system to the contracted processes and standards frequently clashed with those from the consultancy who a) asserted that they knew best, b) insisted on different processes, c) insisted on writing reports, and d) always tried to introduce more of their own expensive junior staff rather than focus on delivering to plan. Things came to a head when one of the consultancy’s junior staff, barely two years out of university, lectured the Badger on his leadership skills. The Badger removed them from the team and escalated his irritation with the consultancy’s overall approach to delivery to the firm’s leadership. This had the desired effect. The consultancy firm realised they had to change their engagement model or they would be managed out of the project. The delivery went on to be highly successful, but the episode coloured the Badger’s view of large consultancies, and their value for money, for many years thereafter.

So, are consultancies and their standard business model under the cosh from AI? It seems so, see here and here, for example. The Badger thinks consulting per se will survive, but that AI will undermine business models that stay based on charging a customer for the number of people deployed and the hours they have worked. Customers want to pay for results rather than hours worked, and that’s always a good thing. In the AI era, consultancies that don’t change their long-standing lucrative business models will inevitably be under the cosh…

OpenAI pausing Stargate UK is hardly a surprise!

Posted on by The Information Badger in AI, Business, Data Centres, Delivery, Energy, Information Technology, Technology

As widely reported (see here for example), OpenAI is pausing its multi-billion-dollar Stargate UK project. The project was first announced in September 2025 with the declared purpose of ensuring ‘OpenAI’s world leading AI models can run on local computing power in the UK, for UK – particularly for specialist use cases where jurisdiction matters. This will help power the UK’s future economy, boost its global competitiveness, and deliver on the countries national AI Opportunities Action Plan’. The UK government’s AI Opportunities Action Plan had been announced in January 2025 as a focus for ramping up AI adoption to boost economic growth, jobs, and improvements to people’s everyday lives. A year later, in January 2026, a seemingly positive  progress update was published. The government’s thus likely to be wringing its hands about OpenAI’s pause. Why? Because it puts a dent in the country’s desire to be an ‘AI superpower’, especially when the company asserts that regulation and high energy costs are obstacles. The Stargate UK pause, however, is hardly a surprise given that the holistic situation faced by OpenAI today is really no different to when the project was announced last September.

OpenAI announced the project on the date President Trump started his state visit to the UK. With tariffs as a backdrop, the pressure on the UK government to make the visit a success was huge, and a centrepiece during the visit was the signing of a technology partnership involving new investment and cooperation on AI. Domestically, the government needed this to promote its growth agenda, but a ‘technology partnership’ and tangible realities are different. Given the pressure for the visit to be a success, OpenAI’s Stargate UK announcement was part of an overall joint PR strategy – at least that’s what the Badger senses. At that time, the UK had some of the highest costs for electricity in the world, and that’s still the same today! If there’s one thing an aspirant AI superpower needs, it’s economically competitive electricity and so it can hardly be a surprise when a commercial company focused ‘on the business case and numbers’ decides to hold off further investment. Additionally, there’s uncertainty about changes to UK law to allow AI firms to train their systems using copyrighted works, ongoing investor anxiety about an AI bubble, the fact that OpenAI hasn’t delivered a profit yet and is forecast to make losses of ~$44 billion before becoming profitable in 2029, and that OpenAI is facing massive competition from Google (and others) which is raising significant questions about its future. All of these points were material when Stargate UK was announced 7 months ago, and they remain so today.

A sceptic could thus be excused for thinking that the project was driven by a geopolitical public relations necessity in the first place. For the Badger, with his instincts rattling from experience, it’s thus hardly a surprise that Stargate UK is paused…   

Required leadership qualities – Competence, Consistency, Clarity, Communication and Charisma…

Posted on by The Information Badger in Delivery, Education, Information Technology, Leadership, Learning, Project Management, social media, Training

Early in the Badger’s IT career before the internet arrived, training for delivery people – project and team leaders, and technical staff – took place face to face in a group led by a senior delivery person and a professional trainer. Such training was often a one or two-day event conducted away from the hubbub of the workplace so that participants were not distracted by their normal work activities. At one course the Badger attended, participants were challenged to express the qualities that the members of project teams look for in their delivery leader. Participants, all team, or project leaders with various levels of experience, had ten minutes to produce five words for discussion with the course leaders and the wider group.

Many found it more difficult than expected because they struggled to think about delivery leadership from the perspective of team members who were not, and never aspired to be, leaders. Nevertheless, at the end of the exercise and subsequent discussion, the group converged on the following five words as required leadership qualities: Competence, Consistency, Clarity, Communication and Charisma. These words became known as the 5Cs and provided the theme underpinning the rest of the course. Whilst their context related to what delivery people look for from their delivery leader, the Badger’s found over the years that they are a good reference point for what to look for in leaders more generally.

The Badger’s worked for, and with, many senior leaders of all kinds over the years. They all had different personalities, strengths, and weaknesses. Some were more competent than others, some were more consistent and clearer than others, and some were better and more inspiring communicators than others. None were extroverts, but they all had a charisma that you couldn’t quite put your finger on. Underpinned by the 5Cs, the Badger considered some as much better leaders than others. There’s lots of broader and more detailed information available about the traits of good leaders, but the Badger’s routinely used the simple, qualitative, 5Cs as his mental ‘initial leadership quality’ checklist over the years to shape an initial opinion – which sometimes has subsequently changed. Sometimes, however, that initial opinion has not been very flattering and has not changed.

With the 5Cs concept in your psyche, you can’t help but use it to judge leaders who regularly appear on broadcast or social media even though you’ve never met them. Inevitably that’s unfair, but rather than relying on instinct alone, the 5Cs provides some structure in forming an opinion about where that person is on the POOR to GOOD leadership qualities spectrum. Ego, wealth, and having a powerful position is not the same as having good leadership qualities. For example, any leader who rants publicly and profanely on social media is unprofessional and sets a bad example for online behaviour. Someone with GOOD leadership qualities would never do this…

AI – from ‘build, baby, build’ to ‘bust, baby, bust’?

Posted on by The Information Badger in AI, Business, Delivery, Information Technology, Leadership, Risk, Technology

Every Christmas/New Year period, the BBC’s Radio 4 Today programme invites well known individuals to guest-edit the programme. Each guest focuses on a topic relevant to their interests, experience, and society. Two of the Christmas 2025 guests were inventor, engineer, and businessman Sir James Dyson and the AI pioneer and entrepreneur Mustafa Suleyman.  The Badger was driving to visit relatives on the days they were guest-editing. He had the Today programme on the radio as background noise on both occasions. He turned the volume up when each man was interviewed because they were intelligent, impressive, and articulate individuals conveying enormous common-sense and objectivity, characteristics which seem in short supply today.

Their words resonated with the Badger. Sir James Dyson, for example, likes ‘doers’ rather than ‘talkers’, and Mustafa Suleyman spoke eloquently about AI and that it must be ‘a tool in the hands of and under the control of humans if it’s to benefit all of humankind’. There’s plenty of ‘talkers’ in the world, but it’s ‘doers’ like these two with vision, objectivity, commonsense, and a passion for humankind, rather than politicians, which have the greatest influence on the lives of most people. The Badger agrees that AI is a tool. There are plenty of ‘talkers’ concerned that humans would become subservient to AI, but if we let that happen then we only have ourselves to blame. There’s currently a huge ‘build, baby, build’ rush to construct new, giant, energy-hungry, AI data centres and to amass and use the chips and devices they need to function. Enormous sums are being spent around the world, the technology continues to advance way ahead of any regulation, and AI company stock market valuations are stratospheric. Having worked in IT during the dot.com era, the words of these two men made the Badger ponder more about the current AI ‘build, baby, build’ surge.

Four conclusions emerged. The first was that such surges often produce over-capacity and ‘bust, baby, bust’ outcomes (c.f. China’s property crash) with the bigger the boom, the deeper and longer the bust! The second was that AI is here to stay, but some huge AI companies will not survive even though the AI market bubble is not like the dot.com era when many companies with high valuations had no revenues. Inevitably, when investor appetite for speculative risk tightens for any reason, and it will, a painful correction will happen. The third was that eyebrows should be raised when tech companies arrange for the restart of shuttered nuclear facilities to provide electricity for their new data centres.   

The Badger’s last conclusion was that we should question whether the world’s leaders, including those of hyperscale global tech corporations, are the right kind of ‘doers’. Do they have objectivity, common-sense, and mankind’s well-being at heart, or are they just examples of Lord Acton’s 1887 line ‘Power corrupts and absolute power corrupts absolutely’? Whatever the answer, 2026 looks likely to be a troublesome year…

‘Do what’s necessary to fix this fast’ – Would you be up for the challenge?

Posted on by The Information Badger in Delivery, Information Technology, IT Project Management, Leadership, Learning

Here’s a situation. A contractor has a large fixed-price contract to develop a major system (hardware and software) that’s crucial to the client’s business. The project is in serious difficulty. Contracted deliverables to date have been of poor quality and late. Lots of software has been developed but there are severe test and integration problems. Hardware from a subcontractor is also late, exacerbating the difficulties. The client has constructed a new building which has been sitting idle for six months waiting for the new system to be installed. They are threatening punitive litigation. The project is causing the contractor significant, company-level, financial damage and resolving the situation has become a business-critical issue. Client and contractor executives have agreed that the contractor has one last chance to deliver the system and avoid litigation, ostensibly because unrelated matters within the client’s wider enterprise have delayed for some months when the building must become operational.

If you, an employee of the contractor not associated with the project, were asked to ‘Do what’s necessary to fix this fast’, what would your reaction be? The Badger once pitched this scenario and question to a group of IT sector project managers. Their responses were interesting. Most of those with cost-plus project management experience said they wouldn’t take on the challenge because being associated with a problem project might damage their career prospects. Others said they’d accept the challenge but only if it were accepted that their need to review the project, establish committees, and rebuild stakeholder management meant it was unlikely the project could be ‘fixed fast’.

Only one person, someone who had run a couple of modest fixed-price contracts, said unequivocally that they’d take the challenge. When the Badger asked them why, their response was – ‘If you’ve successfully run software and hardware intensive fixed price projects then you’ve learned that you’re a highly focused, demanding, disciplined and decisive individual with limited patience. You’ve learned that you need to be respected by your team and your client but not necessarily liked. You’ve learned the importance of dynamism, belief, team spirit, and having a positive attitude, and the importance of looking forward and taking speedy action to head off emerging threats to success. You’ve also learned that decisions must be good ones but not necessarily popular, and that ‘No’ is an immensely powerful word. Having learned all this, taking on the turnaround of a seriously troubled project threatening the company seems like a great personal opportunity rather than a foolhardy thing to do’.

The Badger smiled. Here was a kindred spirit! Fixing troublesome projects is always a challenge and a great opportunity to expand one’s capabilities. The contrast in attitude between those with cost-plus and fixed-price contract PM backgrounds was stark. If you were asked to ‘Do what’s necessary to fix this fast’ today, would you be up for the challenge?

Expect up to 20% of people on your project to be ‘problematic’…

Posted on by The Information Badger in Delivery, Information Technology, IT Project Management, Leadership & Management, Learning, Training

After completing a couple of IT project leader roles early in his career, the Badger’s employer sent him on the company’s 3-day residential Project Management training course. In those days, attendance on the course was seen as a stepping stone to career advancement within the company. The Badger, however, wasn’t convinced about Project Management as a career path. He’d also heard that the course focused mainly on ‘processes’ rather than leadership. His boss, however, was adamant that the Badger attend, and so reluctantly he complied and joined ten others drawn from across the company in a small hotel in the Chilterns. The course’s focus was, indeed, mainly on Project Management processes, but it was quickly apparent that its real value was in providing an environment for attendees to share their experiences and learn from each other.

At the end of one afternoon, a guest speaker – the company’s most senior and experienced Project Manager (PM) – gave a formal talk and then took questions. They stayed for an evening meal with the attendees and subsequently adjourned to the bar to continue conversations. They were impressive, relaxed, and keen to pass on their knowledge. They communicated many insightful nuggets gleaned from their experience, and the Badger’s found many of them to have been valuable reference points throughout every facet of his working life. Process is, of course, important in delivering projects of any kind, but the most significant  and memorable learning points from this particular course were not from formal sessions, but from this senior PM’s experience and the experiences of the other delivery people attending.

One insightful nugget from the senior PM was: ‘Expect up to 20% of those on your project to struggle, underperform, or have questionable capability and character. Act to reduce that percentage but recognise it will never be zero.’ From the Badger’s experience since,  IT projects operating well will always have ~10% of the project complement that fall into the senior PM’s categories. The reasons why range widely from personal crises, and character, personality, and behavioural flaws, through to poor skills, inadequate management, training, or simply mismatched skills for the specific role. These people can drain management time and impact project morale and so it’s essential to strive to keep this component of a project’s complement at a sensible level.

The senior PM’s insightful nugget embodies an underlying truth, namely that in any group of people there’s always a portion who are ‘problematic.’ This is as true for a project group as it is for a group of business managers, a group of politicians, and even a group of world leaders! The next time you observe,  engage with, or simply watch media content of a group of people, have some fun deciding what percentage are in  the ‘problematic’ category. It can be fun and therapeutic…but be warned, it can also be depressing if it’s a group of politicians…

Work-life balance…

Posted on by The Information Badger in Business, Delivery, Human Resources, Information Technology, Leadership, Life, Wellbeing

Work can be all-consuming. Organisations emphasise values like ‘employee well-being’ and a ‘people-first culture’, but most really operate with deliverables and timelines as their overwhelming priority. HR departments may advocate for ‘work-life balance’, but business leaders, project, programme, and service delivery leaders always push staff for huge effort and heroics to meet a deadline or milestone. In the IT sector, for example, do organisations ever willingly miss a deadline or milestone because of ‘employee well-being’ or their ‘people-first culture’? No.

The Badger’s just had some downtime in Morthoe on the UK’s North Devon coast. The apartment in which he stayed had wonderful coastal views, and it was while nibbling a scone on its balcony in the afternoon sun that thoughts turned to work-life balance. Life on the North Devon coast still provides access to all of today’s online services, but the sounds, the sea, the geology, the flora and fauna, and the local lifestyle forces relaxation and puts work-life balance into perspective. What did the Badger conclude about work-life balance? Simply that it matters. It isn’t just a trendy phrase. It’s a necessity for sustaining energy, protecting mental and physical health, and keeping one’s mind sharp. It matters because burnout reduces productivity and clouds judgement. Downtime helps the brain reset improving creativity, motivation, and decision making. It also matters because quality time away from work helps to build a broader perspective on life as a whole.

The Badger concluded years ago that there are three certainties regarding people. The first two are a) people and not machines, and b) they are all different. Some thrive on having really intense work periods followed by breaks of really deep rest, while others thrive with a daily structure of predictable routines, boundaries, and pressures interspersed with regular shallower rest periods. We are all different, and so the key to a good work-life balance is simply to adopt a personal rhythm that fuels and refreshes rather than drains your capability. Finding the rhythm that works for you within the terms of your employment contract is important. There’s a paradox, however. Employment contracts normally include a holiday entitlement to rest and recharge, and yet many people don’t take all their entitlement. The reasons for this are numerous, but sometimes it’s because a) the work culture rewards hustle more than rest, and b) that an individual misguidedly thinks that everything will collapse if they take a break. So, what’s the Badger’s third certainty about people? Simple. No one is irreplaceable.

If you accept these people certainties and find your rhythm for work-life balance then you will be healthier, sharper, more productive, and more resilient, and the organisation you work for will perform better too. So, use your holiday entitlement. As the Badger was reminded while nibbling scones in the North Devon sunshine, a break is good for you…

Fuzzy information? Still make decisions…

Posted on by The Information Badger in Business Continuity, Delivery, Information Technology, Leadership, Risk

Twenty years ago on the 7th July 2005, four suicide bombers targeted London’s public transport system during the morning rush hour. At 8:50am three bombs detonated within 50 seconds of each other on Underground trains at Aldgate, Edgeware Road, and Russell Square, and a fourth detonated an hour later on a double-decker bus in Tavistock Square. Almost 800 innocent people were injured and 52 lost their lives. The Badger remembers that day clearly. At the time of the bombing, he was attending a UK leadership meeting in his firms Great Marlborough Street office completely oblivious to unfolding events.

The UK CEO had started the meeting at 9:30am even though the UK Sales Director was absent and hadn’t called to say they’d be late. They eventually arrived at 10:20am,  perspiring heavily having walked from Waterloo because no Underground trains were running. They said ‘Something serious is happening. There’s sirens everywhere, the Underground isn’t running, and mobile phone networks aren’t working’. The room’s TV was tuned to a news channel, and everyone present scanned the internet, tried their Blackberry devices, and looked at their corporate emails for information. No one could connect to a mobile phone network. When news of the Tavistock Square bus explosion appeared on the TV  there was instant recognition that the meeting could not continue, not least because Tavistock Square was just a 4-minute walk from the company’s main London office housing some hundreds of staff.

The Badger, the company lead on business continuity crises, activated the company response to the unfolding event. The meeting room became a rudimentary crisis management centre. It’s tools were just a conference phone, laptops providing access to corporate email, the news channel on the TV, and Blackberry devices with, at best, intermittent mobile network connectivity. The Badger and a subset of his colleagues spent the next 10 hours in the room dealing with a maelstrom that involved monitoring the terror incident, mobilising business continuity contacts and processes, establishing the well-being of staff and visitors to the company’s London offices, ensuring the continuity of projects and services, making and communicating clear decisions relevant to clients, verifying the continuity of business operations, and dealing with the needs and well-being of staff.  

It was an intense day full of fuzzy, confusing, and often conflicting information. For the Badger and his colleagues, the experience reinforced the importance of having cool, unemotional heads to make decisions during crises, especially when information is highly fluid. It also reinforced that fuzzy, confusing, or conflicting information should not be used as an excuse for prevaricating on decision-making when there’s overwhelming pressure. Make a decision, move on, and change it if better information emerges was an important dynamic. We eventually went home exhausted having made many more good decisions than bad. It hadn’t been the routine day in the office the Badger had expected. It had been truly unforgettable….

Everyone is a salesperson…

Posted on by The Information Badger in Business, Delivery, Education, Information Technology, Leadership & Management, Sales, Technology

Good senior leaders and managers often enjoy being invited to speak to employees attending company training courses. The Badger certainly did. His sessions not only always delivered a message relevant to the training course but also provided an opportunity for attendees to ask questions about any subject close to their heart. Their questions were often diverse and required quick thinking to answer, but that’s what made the sessions fun! It was always rewarding to see attendees relax during the sessions, to hear their responses to the Badger’s answers, and to observe body language when the audience stayed silent. It was also pleasing when ‘light bulb’ moments spread across the attendees faces if an answer triggered a rush of understanding.

As a leader strongly focused on IT delivery, the Badger spoke mainly to training course groups from the business operation, delivery, and technical communities. Their questions were sometimes unusual. For example, on one occasion the Badger was asked ‘I hear senior people utter their favourite sayings frequently, but which of these have merit because they encapsulate a truth?’  The Badger gathered his thoughts for a moment before rattling off a string of common phrases in use in the company and signalling that they all had merit because they all captured a truth relevant in any company. The string included, for example, the following:     

‘What gets measured gets done…’

‘You don’t jump high unless the bar’s set high…’

‘If you bring problems then bring solutions too…’

‘Time is precious, get to the point…’

‘Decisions aren’t about making everyone happy…’

‘Everyone is a salesperson…’

This last one prompted an indignant response from a couple of attendees who were software engineers. They were contemptuous of  salespeople and unequivocal that  they were not, and never would be, a salesperson. On enquiring if they interacted with peers in their client’s organisation on their projects they answered yes. The Badger pointed out that they were actually representing the company when they interacted with external people, and that made them a salesperson of sorts regardless of their job title. He also highlighted that being ‘sales aware’ during such interactions was important because they were well placed to identify the early signs of potential avenues of further work which could be fed into the company’s main sales machinery for qualification and potential follow-up by others. They remained unpersuaded, and so the Badger pointed out that without sales the company would fail, and they would be out of a job! Their facial expressions changed as a ‘light bulb’ moment hit home on realising that even technical IT staff must be commercially and sales aware and acknowledge that ‘Everyone is a salesperson’ of sorts. ‘Sales’ is not a dirty word. It is at the heart of a company’s success and the employment of everyone within it. Remember, everyone is a salesperson…