Podcast appearances and mentions of Alan Trefler

What are the business techniques leaders can learn from a Chess Master CEO and how should they be thinking about the future of AI? In this episode, Rich sits down with Alan Trefler, a chess master and the Founder and CEO of Pegaystems, the Enterprise Transformation Company that helps organizations Build for Change® with enterprise AI decisioning and workflow automation. Alan has earned multiple patents and overseen the expansion of Pega from start-up to a $1.3+ billion, global, public company with about 6,000 employees. In this episode, he discusses the lessons he has taken from chess into business, and how he thinks companies should be strategically thinking about AI. ---------Key Quotes:“The chess master will look and identify a set of candidates. They don't just stare at the position and magically figure out what to do. They say, ‘hey, here are three, four, five things that appear to be credible alternatives' and then very methodically dig through them to figure out which might be the best one or what the holes are.”“In the four decades of Pega's existence, we've done five complete technology shifts….And every single one of those encompass the risk of doing something that was materially different. And there's always risk when you're doing something the first time, or you're doing something that is hard. Ultimately I think evaluating those risks is key, but you also need to think about the risk of not making a change.”“If you think of AI as an accelerant, as a way to, for example, tell you something about your business that you should make better and then you have the chance with your team to weigh in and don't necessarily do what the AI is telling you, but use the AI as a stimulus. Boy, you can use the AI as it exists now, and it can profoundly change the way a business works.”Practice Makes Profit: Increasing productivity and efficiency by scoring and categorizing your interactions. League of Strategic Minds [listener question]:  What are the keys to running a good strategy offsite meeting? Winsights: Ideas for Advantage:  Jack Welch, former CEO of GE, said, “When the rate of change inside a company is slower than the rate of change outside, the end is in sight. The only question is when.” Are you and your team making changes internally in your thinking, processes, resource allocation, and structure each and every quarter?--------Time stamps:(00:44) Deep Dive Interview with Alan Trefler (43:50 Practice Makes Profit (45:48) League of Strategic Minds (48:27) Winsights, Ideas for Advantage  ---------Links:Submit a question for Rich to the League of Strategic Minds: https://www.strategyskills.com/strategic-minds-podcast/ Alan Trefler on LinkedIn: https://www.linkedin.com/in/alantrefler/Pegasystems: https://www.linkedin.com/company/pegasystems/Rich Horwath on LinkedIn: https://www.linkedin.com/in/richhorwath/Rich Horwath on YouTube: https://www.youtube.com/@RichHorwathRich Horwath on Instagram: https://www.instagram.com/richhorwathceo/Strategic Thinking Institute Website: https://www.strategyskills.com/Inc. Magazine's Top 4 book for 2024: STRATEGIC  Book: https://www.amazon.com/Strategic-Direction-Advantage-Executive-Excellence/dp/1394215339New executive development platform: Strategic Fitness System: http://www.Strategic-Fitness-System.comSign up for Rich's free Strategic Thinker Newsletter: https://www.strategyskills.com/subscribe/[Subscribe to the Podcast] On Apple Podcasts: https://podcasts.apple.com/us/podcast/strategic-minds/id1748877976On Spotify: https://open.spotify.com/show/57wbZTtLJhznc4OBCe0OE6?si=c2c74bbb9b4340e0&nd=1&dlsi=f9d56ce5aafd4941

Episode 60 explores the potential and challenges of human-centred AI with Alan Trefler, founder and CEO of Pegasystems, a global leader in CRM and business process automation (BPA). Under Alan's leadership, Pegasystems has become a powerhouse serving some of the world's largest organisations by streamlining operations and improving customer experiences through AI-driven platforms. Alan joins Uli and Markus to discuss what it really means to put people at the centre of AI, and how it is reshaping the relationship between technology and people. As organisations deepen their AI integration, the conversation explores how a human-centric approach can improve customer interactions, internal processes and employee satisfaction. The discussion goes beyond the buzzwords to address the real-world implications and responsibilities of implementing AI. Alan shares insights into how his company is using AI to create meaningful connections in business, focusing on supporting and empowering people rather than replacing them. Practical examples will show how AI projects are reshaping industries and customer engagement, with ethical considerations in mind. More information can be found here: - Website of Pegasystems: https://www.pega.com - Alan's profile on Pegasystems website: https://www.pega.com/about/leadership/alan-trefler - Recommended reading „Generative AI vs. predictive AI: What's the difference?“ (IBM): https://www.ibm.com/blog/generative-ai-vs-predictive-ai-whats-the-difference/ - Literature recommendation „Practical Process Automation: Orchestration and Integration in Microservices and Cloud Native Architectures“ by von Bernd Ruecker https://amzn.eu/d/he8HY8H - Literature recommendation „Business Process Management: Concepts, Languages, Architectures“ by Mathias Weske https://amzn.eu/d/j0fqmat Your feedback on the episode and suggestions for topics and guests are very welcome! Connect and discuss with us: - Alan Trefler: https://www.linkedin.com/in/alantrefler/ - Ulrich Irnich: https://www.linkedin.com/in/ulrichirnich/ - Markus Kuckertz: https://www.linkedin.com/in/markuskuckertz/ Contributors - Hosts: Ulrich Irnich & Markus Kuckertz // Editorial: Marcus Pawlik © Digital Pacemaker Podcast 2024

Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It's business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ‘centralized brain' in the context of an Autonomous Enterprise refers to a centralized system or platform that serves as the core intelligence and decision-making hub for the organization. It draws inspiration from the human brain, which acts as the central command center for processing information, making decisions, and coordinating various functions. In the context of an Autonomous Enterprise, the centralized brain typically involves leveraging advanced technologies such as Artificial Intelligence (AI), Machine Learning (ML), and Data Analytics to collect, process, and analyze vast amounts of data from various sources. But what is the importance of a centralized decision-making system compared to a human being? In this podcast episode, Alan Trefler, Founder & CEO of Pegasystems, discusses the evolution of digital transformation and the vision for the future of enterprises with Pari Natarajan, CEO, Zinnov. Their conversation reflects on the progress made in digital infrastructure over the past decade, such as Cloud infrastructure, data layers, and advancements in technology. Alan goes on to talk about the need for a centralized brain in enterprise systems to replace the existing decentralized approach, which is scattered across various channels and systems. Alan and Pari also discuss how technologies such as Intelligent Automation are critical to build Autonomous Enterprises, where human involvement is centered around empathy rather than merely running processes. The episode also touches on the role of Pegasystems in serving both legacy enterprises and digital-native companies, emphasizing the significance of having a centralized brain for effective orchestration. Is a paradigm shift in enterprise systems towards a more intelligent, automated, and centralized approach the need of the hour to drive digital transformation? Find out more in this exciting episode.

The Six Five – Insider Edition hosts Daniel Newman and Patrick Moorhead welcome Alan Trefler, Pegasystems Founder & CEO. Their discussion covers: The autonomous enterprise's ability to combine people and tech to deliver benefits to businesses and customers Unique value proposition of Pega's unifying AI-powered engine Business value of automation powered by AI  Insights on Pega's upcoming event, PegaWorld iNspire in June If you are interested in attending PegaWorld, register here: https://www.pega.com/events/pegaworld #PegaWorld #sixfivewebcast #sixfiveinthebooth #AI #PegaWorld #automation #autonomousenterprise Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Alan Trefler of Pega – Current Climate Makes You Focus on Efficiency, but Not at Cost of Engagement by Brent Leary and Small Business Trends

On this episode of The Six Five – Insiders Edition we are joined by Alan Trefler, CEO of Pegasystems for a conversation on the upcoming PegaWorld iNspire — a 2 and half hour virtual event on May 24, 2022. Their conversation covered: What attendees can expect from PegaWorld Some of the key themes that will be covered A dive into Pega and low code How Pega is bringing AI and automation together If you'd like to register for this year's PegaWorld iNspire you can do register here. And don't forget to subscribe to The Six Five webcast so you never miss an episode.

Ravi Kumar S., President, Infosys, in conversation with Alan Trefler, Founder and CEO, Pegasystems, discussing the way forward for enterprise software and democratization of skills needed to scale & industrialize applied AI in enterprises.

PegaWorld, the annual event put on by Pega, a leading customer engagement and process automation platform provider, will be taking place virtually on May 4th. And earlier this week my CRM Playaz co-host Paul Greenberg and I had the opportunity to hold a LinkedIn Live conversation with company founder and CEO Alan Trefler to talk about the event a lot more leading up to the event. Actually, “a lot more” may be an understatement when it comes to speaking with Trefler as there are so many areas you can delve into with him. Not only is he still at the helm of the company he founded back in 1983, he’s having a lot of fun while also leading Pega to cross $1 billion in annual revenues for the first time last year. He credits a lot of Pega’s success to the lessons he learned working in the family’s restoration business – which will be celebrating its 100th year anniversary next year. He’s also a chess master and an accordion player. So Paul and I covered a lot of bases in our time with Alan, and below is an edited transcript of a portion of our conversation. To hear the full discussion click on the embedded SoundCloud player.

On this episode of The Six Five – Insiders Edition Patrick Moorhead and I are joined by Alan Trefler, Founder and CEO of Pegasystems. Alan has been a guest on the podcast before and we are so excited to welcome him back and talk about what has happened since we last spoke in 2020. Spoiler alert — it’s been a lot.   Our conversation covered several aspects of the current status of the AI and automation as well as how the world has evolved in the last year following the disruption from the pandemic. Alan shared his perspective and what he has seen change across business and technology. We also touched on what’s to come. It was an awesome conversation and one you should definitely check out.   Recapping the Year of Change and Looking at What’s to Come   Our conversation with Alan also revolved around the following:   An overview of the biggest driver’s of Pega’s success in the last year after reaching the huge feat of the billion dollar revenue mark How Pega is continuing to incorporate AI and ML into future plans and solutions The ways in which Pega differentiates itself from its competitors and other companies coming into the fray as RPA and automation continue to mature   PegaWorld iNspire 2021   Finally, we wrapped up the conversation with a quick brief preview of the upcoming PegaWorld iNspire virtual event to be held on Tuesday, May 4 from 9-11:30am EDT. This free event will feature multiple tracks, keynotes, and live Q&A sessions with Pega’s leadership team as well as other major companies that are making inroads in the intelligent automation space. Registration is open on their website and this is one event you don’t want to miss.   If you’d like to learn more about Pega and what they are doing in the RPA be sure to check out their website and listen to the full episode below. While you’re at it, don’t forget to subscribe to The Six Five podcast so you never miss an episode.   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 

Digital Banking Report has just released a study on the current state of digital transformation in the banking industry. This research not only looks at the digital transformation maturity of banking today, but also the components of digital transformation leader organizations.   The research found that there is still more hype than reality when we look at the progress of digital transformation in banking. While the focus in on improving the customer experience, few organizations have leveraged intelligent technologies to deliver on this mission.   To discuss this research report and the implications of the findings, I am joined by Alan Trefler, Founder and CEO of Pega – the sponsor of the Digital Banking Report research. Alan not only provides his perspective on where the industry is from a technology perspective, but also discusses the challenges of embracing new business models, finding the right talent, changing internal cultures and creating customer engagement.

Today's interview is with Charlie Peters, who is Senior Executive Vice President of Emerson, a diversified global manufacturing and technology company that is working to solve the world's most complex engineering challenges. Emerson has a market capitalisation of $45 billion, approximately 135,000 employees and 235 manufacturing locations worldwide. Charlie is a 40+ year veteran of Emerson and his main responsibility is to develop innovative global business models that build the company's capabilities and create added value for Emerson's customers. Commonly known as Emerson's “innovation guru”, this is the second time Charlie has joined me on the podcast. First time around, back in February earlier this year, he joined me to talk about: The changing world of B2B customer experience and what the future looks like. Today, Charlie joins me to talk about 'B2B versus B2C marketing' and 'Big Data versus ‘little data'. This interview follows on from my recent interview: Business needs to be agile and customer centric if it is to avoid the coming customerpocalypse – Interview with Alan Trefler, CEO of Pegasystems – and is number 118 in the series of interviews with authors and business leaders that are doing great things, helping businesses innovate, become more social and deliver better service.

Today's interview is with Alan Trefler, who is the Founder and Chief Executive Officer of Pegasystems, the publicly traded American software company which has several products that focus on customer service and predictive analytics. Alan joins me today to talk about his new book: Build For Change, which argues for a complete overhaul of how businesses think about and use technology to create customer-centric organizations. This interview follows on from my recent interview: Successful innovation doesn't have to involve a massive breakthrough in technology – Interview with Adrian Collins of bac< and Ziggurat Brands – and is number 117 in the series of interviews with authors and business leaders that are doing great things, helping businesses innovate, become more social and deliver better service.

Minter Dialogue #354Alan Trefler, founder and CEO of the publicly traded Pegasystems, a leader in cloud software for customer engagement and operational excellence, which he founded in 1983. In this podcast with Alan, we discuss the founder story, Pega's mission, the state of AI, Pega's focus on empathy in its CRM solution, the challenges of measuring empathy and the transformation path that Pega is leading its clients on. If you've got comments or questions you'd like to see answered, send your email or audio file to nminterdial@gmail.com; or you can find the show notes and comment on minterdial.com. If you liked the podcast, please take a moment to go over to iTunes or your favourite podcast channel, to rate/review the show. Otherwise, you can find me @mdial on Twitter. Support the show (https://www.patreon.com/minterdial)

Alan Trefler is a visionary leader, a technology change-agent, an innovative philanthropist, a chess master, and a trusted advisor to business executives around the world. He founded Pegasystems to change the way the world builds software. Today, the company employees nearly 4,500 people around the world and has a market cap of almost $5B.

Alan Trefler founded Pegasystems and as CEO has built the company into a $750 million provider of customer engagement solutions with 4,000+ employees based in Boston with 30 global offices, growing about 20 percent annually. Trefler’s life’s work has been to design a platform for living applications that businesspeople can evolve to manage the constant disruption and change in today’s customer-centric economy. Trefler’s book, Build for Change, describes a new generation of customers with unprecedented power to make or break brands and changes businesses must embrace to succeed. Pegasystems (aka Pega) is the leader in cloud software for customer engagement and operational excellence. If you’ve driven a car, used a credit card, called a company for service, opened an account, flown on a plane, submitted a claim, or performed countless other everyday tasks, chances are you’ve interacted with Pega. For the past 30 years, their technology – CRM, digital process automation, robotics, AI, and more – has empowered the world’s leading companies to achieve breakthrough results. Trefler’s interest in computers originates from collegiate involvement in tournament chess, where he achieved a Master rating and was co-champion of the 1975 World Open Chess Championship. What is it like to work at Pega? It’s changed over the years as technology has evolved. They have offices in 31 countries around the world. They have created collections of collaboration rooms so they can share with distributed teams. They are guided by their own software, designed to manage various tasks. They focus on being able to do case/work management to make sure people are aligned. They focus on trying to manage work around customer service. Trefler believes that although there was a time when you would hear ‘silicon valley’ and think of innovation, today when you think of it, most people would think of ‘entitlement’. They’ve been so successful they have begun to ‘read their own press clippings’ - which is a very dangerous thing. When asked to define leadership, Trefler says, leadership is defined by character and leadership by the ability to show a level of reliability. Ultimately, it involves people choosing to follow. We have moved past the era of coercion. The elements include being highly informed and knowledgeable - and being able to describe the sensibility. What you will learn in this episode: The connections between chess and business Thoughts on universal income Skills of leaders in 2025 Alan’s thoughts on the skills gap What Alan would do differently if he had to create his company from scratch today Alan’s view of Silicon Valley

If your own CEO is skeptical about your marketing strategy, chances are you’ll run into problems internally and externally. To operate more effectively and with the board’s full support, you need to fully understand the data and communicate it honestly. Few professionals understand the importance of the CEO-CMO relationship as well as Alan Trefler—founder, CEO, and chairman of Pegasystems. Listen now for Alan’s take on building a stronger rapport with your superiors, maintaining customer satisfaction, and working as a student of business. Alan Trefler is a visionary change-agent, innovative philanthropist, and trusted advisor to business leaders around the world.  Alan founded Pegasystems three decades ago to change how the world builds software.  In that time, Alan’s unique vision and relentless focus on client success has positively evolved the way many of the world’s leading enterprises engage with their customers. Alan’s best-seller, Build for Change, describes a new generation of customers with the unprecedented power to make or break brands and the changes businesses must embrace to succeed in today’s digital world. Alan is the holder of multiple software patents, and the recipient of industry awards recognizing him as an innovative CEO and successful entrepreneur.  In 2017, Alan was appointed to the World Economic Forum’s IT Steering Committee. A staunch education advocate, Alan and wife Pam established the Trefler Foundation in 1996 to improve educational outcomes.   The Foundation recently sponsored Union & Fifth, an innovative non-profit that turns clothing donations into money for charities.

307: In this interview, Alan Trefler, discusses World Class IT Principle Four, IT & Business Partnerships. Some of the topics discussed include: The evolution of business process management to digital process automation Pegasystem’s Model-Driven platform The value of “cloud choice” for customers Pegasystems’ customer- driven acquisition strategy The rational for Pegasystem’s decision to not pursue venture capital Alan’s book: Build for Change: Revolutionizing Customer Engagement through Continuous Digital Innovation How Alan’s passion for chess influenced his career path

In this week’s episode of SMACtalk, hosts Brian Fanzo and Daniel Newman had the opportunity to speak with Pega CEO, Alan Trefler. Known for his “Pull no punches” approach to business, Alan makes for the perfect “SMAC” guest because he’s going to take questions head on and leave the audience wanting more. At Pegaworld, we found out that Mr. Trefler isn’t only the CEO at Pega, he is also a chess master who can engage in 20 simultaneous chess matches while enjoying a beer and having a chat with his customer and partner community. Impressive Alan! In this show, we talked about a topic that Alan is uniquely passionate about, and that is the challenges of enterprise software. Knowing today’s importance on having tools that drive businesses forward, the Pega CEO believes that companies cannot risk investing and implementing software that is more hype than substance. We agree with this, but needed to make sure that this provocation from Alan wasn’t hype itself. This is where the interview came into play. During this episode, Alan provided insights on the following questions and a few bonus questions that you will have to tune into to learn more about: At PegaWorld, you mentioned the delusional behavior out there about software, specifically around cloud, AI, and bots. What is the industry getting wrong and how can it get back on the right track? How can organizations “get real” and cut through the hype when it comes to these technologies? You also discussed that many organizations aren’t getting it right when it comes to their end-to-end technology. How can organizations fully connect their organizations in a practical way? You have been quoted saying that software is being built “wrong” these days. What do you mean by that and what should companies be doing instead?  A lot of the recommendations you are making have as much to do with culture as they do with technology. How do you build a great culture to succeed with digital transformation and the shifting customer landscape?  What do you envision the future of software, apps, and CRM looking like? What will drive the biggest change to business (at Pega and beyond)? Throughout this episode of SMACtalk, Tom takes on the challenging questions that many of us are wondering about the role of the CMO in today’s enterprise as well as how that may change into the near future as Digital Transformation continues to shape industries. Following another successful #Pegaworld in Las Vegas, this show was a timely episode to learn more about the challenges and opportunities for software in your business and getting inside of the mind of CEO of one of the fastest growing software companies in the CRM and Customer Intelligence spac. Want to learn more?  Tune in, check it out and enjoy the episode! Disclaimer: This episode was sponsored in part by Pegasystems. To learn more about Pega, visit them at (www.pega.com)

According to Build for Change: Revolutionizing Customer Engagement through Continuous Digital Innovation, a recent book authored by Pega’s CEO and founder Alan Trefler, companies are not moving fast enough to keep up with behavioral changes customers are going through, which is causing what he calls an oncoming customerpocalypse. Trefler recently shared with me what exactly is the customerpocalypse and why he feels many companies will not survive it. He also discusses why he’s not worried about bots and machine learning technology putting executives out of business just yet.

Discussion on The Future of Marketing Software as Larry speaks with Alan Trefler,the Founder and Chief Executive Officer of Pegasystems.Pegasystems counts JP Morgan and Standard Chartered among their clientele.Related articles across the webPegasystems Founder Becomes Billionaire as Stock SurgesMarketing and Marketing Automation with Sanjay DholakiaMarketing to Eastern and Western Hemisphere MarketsInteractive Marketing with Mark KvammeAgencies and Google with Torrence BooneSilicon Valley's app culture eroding US ability to make serious softwareBig Data and Data Sharing with Jeff JonasPegasystems CEO Alan Trefler plans his next move for the $500m software companyChess master turned chief executive