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Este episodio cuenta con el apoyo de Softwariza3Softwariza3 acompaña a las empresas en su día a día, ayudándolas a simplificar la gestión, automatizar tareas y ahorrar tiempo, con soluciones digitales siempre adaptadas a la normativa vigente.Implantación profesional, soporte experto y una forma honesta de hacer las cosas.Conoce más sobre Softwariza3: https://softwariza3.es/podcast-itnig/En esta tertulia nos sentamos con Eloy Montaña (CEO de Softwariza3 y Clavei) para hablar de cómo la regulación (Ley Antifraude / Verifactu) puede reventar, para bien o para mal, la operativa de miles de empresas: facturación “casi en tiempo real”, trazabilidad tipo “cadena” y el fin de los trucos de las facturas intermedias. También comentamos el coste oculto de los retrasos y cómo eso frena producto e innovación justo cuando el mercado va a mil. Luego entramos a lo que de verdad viene fuerte en 2026–2027: IA en asesorías y backoffice.Desde la idea de la “mega gestoría” (consolidación + procesos + IA) hasta por qué hay partes que van a caer antes que otras (y por qué nóminas en España es tan complejo). Y por el camino: cómo modernizas un ERP de décadas para llevarlo a cloud, y por qué el futuro de SaaS apunta más a cobrar por valor que por “asientos”.Cerramos con la parte incómoda: agentes que hacen cosas de verdad… y los riesgos reales. Hablamos de controles, seguridad, prompt injection y qué pasa cuando un agente “lee” internet y alguien intenta colarle instrucciones maliciosas (sí, incluyendo pagos). Y cómo la regulación europea puede ser a la vez freno y ventaja en esta carrera.
Frontends sind digital – doch im Backoffice herrscht oft noch manuelle Schwerstarbeit. Kevin Hackl spricht im Podcast mit Porters-Gründer Konstantin Kotulla über KI-native Prozessauslagerung im regulierten Banking.
Neue Folge, neuer Elan!Davor & Neven sind wieder am Start und nehmen euch mit in eine Episode, die thematisch mal wieder komplett eskaliert – so wie es sich gehört.
Kennst Du das Gefühl, wenn Dein E-Mail-Postfach ständig voll ist – egal, wie viel Du arbeitest? Ungelesene Nachrichten, unbeantwortete Anfragen und Newsletter, die sich still und leise stapeln, kosten nicht nur Zeit, sondern auch mentale Energie. In dieser Podcastfolge spreche ich darüber, warum ein überfülltes Postfach so belastend ist und wie Du mit klaren Strukturen und einfachen Routinen wieder Kontrolle über Deine E-Mails bekommst – ohne Perfektionismus und ohne ständiges Reagieren. Darum geht es in der Folge: Warum jedes ungelesene E-Mail ein „offener Loop“ im Kopf ist Weshalb ein leeres Postfach nichts mit Disziplin, sondern mit System zu tun hat Wie Du mit einer radikalen, aber entlastenden Aufräumaktion neu startest Die 1x-Anfassen-Regel: E-Mails nur noch einmal lesen und entscheiden Eine einfache Ordnerstruktur, mit der Dein Posteingang leer bleibt Wie Du Newsletter und automatische Mails sinnvoll reduzierst Warum feste E-Mail-Zeiten Deine Konzentration deutlich verbessern Wie E-Mail-Ordnung zu mehr Ruhe, Fokus und Selbstfürsorge im Business beiträgt Für wen ist diese Folge? Für Selbstständige und Unternehmer:innen, die sich von ihrem Postfach gestresst fühlen Für Dich, wenn Du nicht mehr ständig auf neue Mails reagieren möchtest Für alle, die sich mehr Struktur und Klarheit im digitalen Alltag wünschen Dein nächster Schritt: Nimm Dir bewusst Zeit für eine erste kleine Aufräumaktion. Lege klare Regeln für neue E-Mails fest und entscheide aktiv, wann Du Dich um Dein Postfach kümmerst – statt Dich ständig unterbrechen zu lassen. Mehr zum Thema findest Du auch im begleitenden Blogartikel. Wenn Du Unterstützung dabei möchtest, Ordnung und entspannte Strukturen in Deinen Business-Alltag zu bringen, melde Dich gern bei mir. Ich wünsche Dir viel Freude beim Hören – und einen klaren Kopf. ---- Mein Name ist Sonia, ich bin Organisations-Profi und gelernte Industriekauffrau.
The IRS is notifying back-office employees that they will temporarily cover frontline filing season work through this summer. Training for these detailed employees will begin nearly a month after the start of this year's tax filing season. The agency's taxpayer service division lost a significant number of employees last year. The IRS also fell short of its hiring goals this season. Federal News Network's Jory Heckman has more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today I'm joined by Jake Cronin, CEO of Siro. We break down the massive “dark matter” problem in dealership sales, why most of the sales process has been invisible until now, and how AI is finally capturing what actually happens in the showroom and F&I office. Jake explains how dealers are using real conversation data to coach faster, enforce process, and connect marketing spend directly to in-store outcomes. We also dig into adoption, consent, and why this tech is about collaboration—not surveillance. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ https://lotlinx.com/LotGPT/ 2. CDK Global - Dealers—big news. CDK just leveled up their CRM in a massive way. We're talking next-gen AI baked right into your daily workflow: Automatically following up with internet leads, surfacing buyer insights, and giving you instant AI-generated summaries of every customer interaction—no more digging through notes. And CRM Video is here. Record, send, and track personalized videos to customers—all inside the CRM. Check out the AI enhanced CDK CRM @ here! 3. Siro - Siro captures and analyzes every face-to-face conversation in Service, Sales, and F&I, giving auto dealers real-time visibility like never before. Stop guessing what's happening in the service drive, the box, or on the floor. Accelerate auto sales with Siro's AI powered coaching, learn more here. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ Industry job board ➤ http://jobs.dealershipguy.com Dealership recruiting ➤ http://www.cdgrecruiting.com Fix your dealership's social media ➤ http://www.trynomad.co Request to be a podcast guest ➤ http://www.cdgguest.com For industry vendors: Advertise with Car Dealership Guy ➤ http://www.cdgpartner.com Industry job board ➤ http://jobs.dealershipguy.com Request to be a podcast guest ➤ http://www.cdgguest.com Topics: 01:31 How is data collected and used? 04:14 How are worker goals matched? 09:23 What laws must a business follow? 17:16 How can smart glasses help in a dealership? 19:14 How can computer screens be made simpler? 21:12 How will AI change finance management? 25:29 What is the future of the company? Car Dealership Guy Socials: X ➤ x.com/GuyDealership Instagram ➤ instagram.com/cardealershipguy/ TikTok ➤ tiktok.com/@guydealership LinkedIn ➤ linkedin.com/company/cardealershipguy Threads ➤ threads.net/@cardealershipguy Facebook ➤ facebook.com/profile.php?id=100077402857683 Everything else ➤ dealershipguy.com
Willkommen im Jahr 2026! In dieser Folge von "UNF#CK YOUR DATA" wagt Host Dr. Christian Krug gemeinsam mit Data-Expertin Zamina Ahmad (Gründerin von Shades & Contrasts und Co-Founder ZAQ) einen tiefen Blick in die digitale Glaskugel.2025 sollte das Jahr der AI-Agenten sein – doch hat sich der Hype bestätigt oder stehen wir vor einer Blase, die bald platzt? Zamina und Christian diskutieren Tacheles über den Stand der Dinge und warum wir im B2B-Bereich eine harte Grenze zwischen Spielerei und echter Automatisierung sehen.In dieser Folge erfährst du:- AI-Agents & Hype: Warum autonome Agenten in Unternehmen noch immer auf sich warten lassen und ob Lis l‘Orange mit ihrer Warnung recht behält.- AI-Native vs. Legacy: Wie Startups heute Prozesse komplett ohne Backoffice planen, während etablierte Firmen noch Rechnungen manuell freigeben.- Job-Transformation: Warum der klassische "Data Analyst" ausstirbt und durch strategische Rollen ersetzt wird.- Customer Experience: Ein Praxisbeispiel vom Oura-Ring, wie KI-Support den Menschen in den Schatten stellt.- Zukunftsmusik & Ethik: Von Ray Kurzweils Longevity-Prognosen für 2040 bis hin zum Problem des neuen "Daten-Kolonialismus".Hör rein, wenn du wissen willst, was 2026 wirklich wichtig wird und warum du deine administrativen Prozesse lieber heute als morgen abgeben solltest.▬▬▬▬▬▬ Profile: ▬▬▬▬Zum LinkedIn-Profil von Zamina: https://www.linkedin.com/in/zamina-ahmad/Zum LinkedIn-Profil von Christian: https://www.linkedin.com/in/christian-krug/Christians Wonderlink: https://wonderl.ink/@christiankrugUnf*ck Your Data auf Linkedin: https://www.linkedin.com/company/unfck-your-data▬▬▬▬▬▬ Buchempfehlung: ▬▬▬▬Buchempfehlung von Zamina: Menschheit 2.0 – Ray KurzweilAlle Empfehlungen in Melenas Bücherladen: https://gunzenhausen.buchhandlung.de/unfuckyourdata▬▬▬▬▬▬ Hier findest Du Unf*ck Your Data: ▬▬▬▬Zum Podcast auf Spotify: https://open.spotify.com/show/6Ow7ySMbgnir27etMYkpxT?si=dc0fd2b3c6454bfaZum Podcast auf iTunes: https://podcasts.apple.com/de/podcast/unf-ck-your-data/id1673832019Zum Podcast auf Deezer: https://deezer.page.link/FnT5kRSjf2k54iib6Zum Podcast auf Youtube: https://www.youtube.com/@unfckyourdata▬▬▬▬▬▬ Merch: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬https://unfckyourdata-shop.de/▬▬▬▬▬▬ Kontakt: ▬▬▬▬E-Mail: christian@uyd-podcast.com▬▬▬▬▬▬ Timestamps: ▬▬▬▬▬▬▬▬▬▬▬▬▬00:00 Intro: Von verpixelten Bildern und dem Jahr 198301:41 Vorstellung Zamina Ahmad: Karriereweg und Gründung von...
Im Podcast „Entspannt organisiert im Business“ geht es um Dich, Dein Business und um alles, was Dich dabei unterstützt, im Business entspannt organisiert zu sein. Ich möchte Dich dabei unterstützen, weil ich aus eigener Erfahrung weiß, wie viel Positives die richtigen Organisations-Gewohnheiten in Deinen Business Alltag bringen können. Es sind nicht immer direkt Mitarbeitende oder Assistenten nötig. Für den Anfang reichen oft gut strukturierte Prozesse und Abläufe und die Nutzung von passenden Tools und Automation. Mein Name ist Sonia, ich bin Organisations-Profi und gelernte Industriekauffrau.
The crew breaks down Superstate's massive $82M Series B for tokenization, the explosive rise of TradeXYZ's commodities trading hitting $1B+ volume, different tokenization models from "bootleg" to "back office," the ClawdBot AI phenomenon taking over coding, and how agent-based development is revolutionizing crypto software engineering. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Robert drops news about Superstate's massive $82 million Series B raise led by Bain Capital to bring Wall Street on-chain through tokenization. The crew dives deep into the explosive growth of Hip3 markets, particularly TradeXYZ's commodities trading that's hitting over $1 billion in daily volume as precious metals rip to all-time highs. They break down the different tokenization models emerging - from "bootleg" third-party approaches to "back office" settlement tools to issuer-led official tokenization. Then the conversation shifts to the ClawdBot phenomenon taking the internet by storm, exploring how AI agents are revolutionizing coding and what this means for the future of software engineering in crypto. From vibe coding to the complete transformation of how startups will be built, the hosts examine whether we're witnessing a fundamental shift in how technical work gets done. Show highlights
Banks have spent billions building digital customer experiences. But most are doing it on top of back-office infrastructure built for a different era. That gap has quietly become one of the biggest drags on growth, pricing power, and profitability in banking. Today's competitive edge isn't just about what customers see upfront. It's about how efficiently a bank operates, how smartly it prices on an individual basis, and how quickly it can turn data into action. That's why modernizing the back office has moved from an IT discussion to a strategic imperative. I'm joined on the Banking Transformed podcast by Richard Ullenius and Brandon Sailors from CSG International to discuss what modernization truly means, how banks can progress without tearing everything down, and how smarter infrastructure is becoming the key to efficiency, engagement, pricing, and risk management. This episode of Banking Transformed is sponsored by CSG CSG delivers banking and financial services solutions to help banks reimagine pricing, billing and customer engagement across retail, commercial and institutional banking. By unifying smart pricing, customer and transaction data and accurate, flexible billing, CSG enables banks to modernize complex, multi-product relationships without rip-and-replace. As a result, banks can reduce risk and complexity, protect margins and power trusted, real-time experiences that drive growth. https://www.csgi.com/industry/financial-services/
The crew breaks down Superstate's massive $82M Series B for tokenization, the explosive rise of TradeXYZ's commodities trading hitting $1B+ volume, different tokenization models from "bootleg" to "back office," the ClawdBot AI phenomenon taking over coding, and how agent-based development is revolutionizing crypto software engineering. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Robert drops news about Superstate's massive $82 million Series B raise led by Bain Capital to bring Wall Street on-chain through tokenization. The crew dives deep into the explosive growth of Hip3 markets, particularly TradeXYZ's commodities trading that's hitting over $1 billion in daily volume as precious metals rip to all-time highs. They break down the different tokenization models emerging - from "bootleg" third-party approaches to "back office" settlement tools to issuer-led official tokenization. Then the conversation shifts to the ClawdBot phenomenon taking the internet by storm, exploring how AI agents are revolutionizing coding and what this means for the future of software engineering in crypto. From vibe coding to the complete transformation of how startups will be built, the hosts examine whether we're witnessing a fundamental shift in how technical work gets done. Show highlights
AI employees are viable now for bounded operational workflows. Dr. Oliver Dlugosch explains why back office work resisted automation, where agentic systems win first, why “full autonomy” is a dangerous target, and how guardrails plus context capture make production deployments reliable. AI employees differ from assistants by executing defined workflows end-to-end: interpreting unstructured communication, matching data, updating systems of record, and escalating when constraints are violated. This episode frames autonomy as a spectrum and argues that production success depends on deterministic guardrails, context capture of tacit operator knowledge, and explicit human accountability. Guest Micro-Bio: Featuring Dr. Oliver Dlugosch, Managing Director at ADA AI GmbH.
Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry's ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn't shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry's ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn't shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Mach Dein Mikro an – nicht Dich verrückt! Die echten Must-haves für Deinen erfolgreichen Podcast. In dieser Folge erfährst Du alles, was Du für Deinen professionellen und authentischen Podcast benötigst – ganz ohne Technikfrust oder Perfektionismus. Ich teile mit Dir die wichtigsten Must-haves, meine liebsten Tools und jede Menge Praxis-Tipps, damit Du Deinen Podcast noch besser organisieren kannst: strukturiert, effizient und mit Spaß. Darum geht's in dieser Folge: - Warum Dein Sound Dein wichtigstes Aushängeschild ist – und welches Mikrofon sich wirklich lohnt - Wie Du mit einfachen Tools Struktur in Deine Podcast-Planung bringst - Warum Authentizität wichtiger ist als Perfektion – und warum Du nicht jedes „Ähm“ rausschneiden solltest - Welche Tools Dich beim Schnitt, Hosting und der Veröffentlichung unterstützen - Wie Du Deinen Workflow aufbaust – von der Idee bis zur Promotion Deiner Folge - Welche Bonus-Tools Dir langfristig das Leben leichter machen Mein Tipp für Dich: Starte mit dem, was Du hast – und optimiere Schritt für Schritt. Wichtiger als perfekte Technik ist, dass Du anfängst und mit jeder Folge dazulernst. Jetzt reinhören und Deinen Podcast aufs nächste Level bringen! ---- Mein Name ist Sonia, ich bin Organisations-Profi und gelernte Industriekauffrau.
At Trimble Insight 2025, Thomas Wasson talks with Trimble's Rishi Mehra about the rapid evolution of fleet technology. They explore how AI is transforming route optimization, driver navigation, fuel planning, order intake, and back-office workflows—without replacing human expertise. From capturing dispatcher tribal knowledge to enabling voice-driven, in-cab AI copilots, this episode breaks down what's real, what's coming, and how fleets can unlock immediate ROI in a tight freight market. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
At Trimble Insight 2025, Thomas Wasson talks with Trimble's Rishi Mehra about the rapid evolution of fleet technology. They explore how AI is transforming route optimization, driver navigation, fuel planning, order intake, and back-office workflows—without replacing human expertise. From capturing dispatcher tribal knowledge to enabling voice-driven, in-cab AI copilots, this episode breaks down what's real, what's coming, and how fleets can unlock immediate ROI in a tight freight market. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In dieser Episode spreche ich mit Gabriele Thies über nachhaltiges Business Wachstum, das auch ohne Mitarbeitende möglich ist. Erfahre, wie Du durch persönliche Entwicklung und gezielte Prozessoptimierungen Dein Business entspannt wachsen lässt. Wir zeigen, wie das „Alles-an-einem-Platz“-Prinzip Klarheit und Struktur bringt und warum bewusste Kundenwahl und die smarte Nutzung von Tools entscheidende Faktoren für Deinen unternehmerischen Erfolg sind. Im Fokus stehen Praxistipps, Reflexion über eigene Abläufe und konkrete Anregungen, wie Du durch Automatisierung, gute Organisation und den Verzicht auf Überflüssiges mehr Raum für Wachstum schaffst. Wir teilen außerdem persönliche Erfahrungen, wie sie mit den Herausforderungen der Selbstständigkeit umgehen und aus Fehlern wertvolle Erkenntnisse für den eigenen Weg gewinnen. Highlights dieser Folge: - Business Wachstum ohne Team – was bedeutet das wirklich? - Persönliches Wachstum als Basis für unternehmerischen Erfolg - Prozesse kennen, optimieren und sinnvoll auslagern - Tools, Automatisierung und Priorisierung im Alltag - Reflexion, Organisation und bewusste Entscheidungen Du willst mehr Inspiration und Praxistipps rund um Business Wachstum und Organisation? Vernetze Dich gern mit uns bei LinkedIn für weitere Impulse und Austausch! Links: Gabrieles Website: https://www.gabrielethies.de/ Gabriele bei LinkedIn: https://www.linkedin.com/in/gabriele-thies/ Unser Gespräch bei YouTube: https://www.youtube.com/watch?v=uLm25p1E_Yw ---- Mein Name ist Sonia, ich bin Organisations-Profi und gelernte Industriekauffrau.
We are back with the conclusion of our high-impact series on the people side of business value. This week, Dave Casey and Level-C Solutions CEO Brad Stevens pick up right where they left off, exploring the nuances of the recruiting and staffing industry. As your company's #1 expense, your workforce requires a strategic design; Brad shares his unique veteran perspective on transforming HR hurdles into competitive advantages that drive long-term sustainability. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #BradStevens #LevelCSolutions #LeadershipGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Brad StevensBrad Stevens is an entrepreneurial executive with over 35 years of leadership in recruiting and staffing. As President of Level-C Solutions, he solves complex people problems to drive strategic growth and profitability. Brad also serves as VP of Signature, overseeing national Back Office and Employer of Record solutions. A proven turnaround expert, Brad previously scaled his own firm to a "Top 25" Dallas service firm and provides staffing industry insights to the Dallas Federal Reserve. He holds a Bachelor's from Texas Tech and an MBA from the University of Dallas, bringing strategic clarity and high-quality service operations to every partnership.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techishThis week on Techish, Michael and Abadesi talk about how AI and a shaky job market have people working harder than ever this December, They also break down the chaos (and politics) of office Christmas parties, why Google might overtake OpenAI in the AI race, and for Patreon listeners, the pains of building with a co-founder and how to avoid disputes when you're creating with others.Chapters00:29 What Happened To Circling Back In January?09:08 Office Christmas Parties: HR's Worst Nightmare16:22 OpenAI vs Google: Who'll Win the AI Race?26:18 Co-Founder Disputes and the Case for Going Solo [Patreon-Only]This episode is sponsored by DeleteMe. Get 20% of DeleteMe at joindeleteme.com/techish with code TECHISH.Extra Reading & ResourcesThe ‘forever layoffs' era hits a recession trigger as corporates sack 1.1 million workers through November [Fortune]Behaviour at work Christmas Parties - BBC London [Instagram]OpenAI continues on its ‘code red' warpath with new image generation model [TechCrunch]Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the show————————————————————Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techish Watch us on YouTube: https://www.youtube.com/@techishpod/Advertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2———————————————————— Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ https://www.instagram.com/hustlecrewlive/https://www.instagram.com/pocintech/Email us at techishpod@gmail.com
In this week's episode of "Maximize Business Value," Dave Casey sits down with Brad Stevens, President and CEO of Level-C Solutions, for an in-depth conversation on the most critical asset—and often the highest cost—in any company: its people. With over 35 years of leadership in the recruiting and staffing industry, Brad brings a unique perspective on how "people problems" can either stall a company or become its greatest driver of strategic growth.Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners GET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Brad StevensBrad Stevens is an entrepreneurial executive with over 35 years of leadership in recruiting and staffing. As President of Level-C Solutions, he solves complex people problems to drive strategic growth and profitability. Brad also serves as VP of Signature, overseeing national Back Office and Employer of Record solutions. A proven turnaround expert, Brad previously scaled his own firm to a "Top 25" Dallas service firm and provides staffing industry insights to the Dallas Federal Reserve. He holds a Bachelor's from Texas Tech and an MBA from the University of Dallas, bringing strategic clarity and high-quality service operations to every partnership.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
In this episode, Will Yin, CEO of Mandolin, explains how AI driven automation is transforming specialty pharmacy by reducing time to therapy, preventing revenue leakage, and helping health systems navigate evolving payer requirements with greater clarity, consistency, and data insight.This episode is sponsored by Mandolin.
In this episode of the Vantage HR Influencers Podcast, John Sansoucie, Chairman and CEO of CogNet, shares valuable insights on how back office outsourcing is quietly redefining the way HR teams work. He discusses the significant impact of outsourcing non-core HR functions, enabling HR leaders to streamline operations, improve efficiency, and focus on more strategic priorities. John highlights how this shift is transforming HR practices and driving long-term success in organizations, offering actionable advice for HR leaders looking to leverage outsourcing for a more effective and impactful HR function.
Von der Aufnahme zu Apple Podcasts und Spotify: So veröffentlichst Du Deinen Podcast richtig Du hast Deine erste Podcast-Folge aufgenommen und fragst Dich jetzt: Wie kommt sie eigentlich zu Spotify, Apple Podcasts oder Amazon? Oder Du weißt gar nicht, wo und wie Du anfangen sollst mit Deinem Podcast? In dieser Folge nehme ich Dich an die Hand und zeige Dir Schritt für Schritt, wie Du Deinen Podcast veröffentlichst – verständlich, übersichtlich und ganz ohne Technikchaos. Das erfährst Du in dieser Folge: • Was Du brauchst, um Deinen Podcast zu veröffentlichen – von Audioformat bis Beschreibung • Was es eigentlich braucht, damit Dein Podcast auf allen Plattformen erscheint • Warum sich Planung und Struktur schon vor der ersten Veröffentlichung lohnen • Wie Du Deine Folgen promotest, um direkt Hörer:innen zu gewinnen • Die häufigsten Stolperfallen beim Start – und wie Du sie vermeidest Mein Tipp für Dich: Dein Podcast muss nicht perfekt sein – er muss nur starten. Konzentriere Dich auf Dein Thema, Deine Botschaft und Deinen Workflow. ---- Mein Name ist Sonia, ich bin Organisations-Profi und gelernte Industriekauffrau.
A new Deloitte report argues that inefficiencies in HR, finance, IT, and acquisitions are draining resources from warfighting. It calls for an AI-first overhaul to fuel lethality and readiness. Tom Muir, former Department of Defense leader and Specialist Executive with Deloitte is here to explain what it will take to transform mission support and why this time might be different.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick
Amazon streicht tausende Stellen und auch andere Tech-Riesen wie Meta bauen ab. In Deutschland sieht es nicht besser aus: Bosch kündigt 15.000 Stellenstreichungen an, Lufthansa weitere 4.000. Die Frage ist: Welche Jobs werden in so einem Umfeld eigentlich noch gebraucht – und welche sind besonders gefährdet? „Es gab ein starkes Over-Hiring. Kurz nach der Corona-Pandemie und auch währenddessen schon. Dort versucht man jetzt, dass Personal wieder abzubauen. Davon sind gerade die Industrie und die Tech-Industrie betroffen. Die Unternehmen haben auch das Problem, neue Mitarbeiter einzustellen, z.B. bei der KI. Das ist toxisch für den Arbeitsmarkt. Es wird immer bei Verwaltung und Back Office zuerst gekürzt. Man digitalisiert einfach mal das HR-System weg. HR ist auch ein schrumpfender Bereich. Auch die Daseinberechtigung von Mitarbeitern im mittleren Managment wird stark hinterfragt. Und auch IT-ler und Programmierer sind betroffen. Wir werden keine ganz große Entlassungswelle sehen, aber...", sagt der BWL-Influencer und Mitgründer von pumpkincareers David Döbele. Alle Details im Interview mit Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://inside-wirtschaft.de
Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing accords, forwarding policy information, and handling reinstatements and cancellations. Eric, Mark, and Henderson also delve into the differences between offshore and nearshore service, and how they differ in cost savings, productivity benefits, and more. To learn more about Solvo Global, find them online at www.solvoglobal.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.
A new report from Deloitte, From Vision to Value: A Roadmap for Enterprise Transformation in Manufacturing with Agentic AI, reveals that more than a quarter of manufacturers are already exploring how agentic AI technology can transform everything from the back office to the factory floor. We explore the report's implications with the AI & Data Principal at Deloitte, Patricia Henderson, breaking down where AI agents deliver the greatest impact, why most manufacturing work remains human-driven, and how agentic AI can autonomously reconfigure operations when disruptions strike. Ready to turn agentic AI into real enterprise value? Don't miss this episode of ASSEMBLY Audible.Sponsored By:
This episode features John Polikandriotis, CEO of South Florida Orthopaedics & Sports Medicine, who shares how reimagining revenue cycle management as both a shield and a sword can drive organizational growth. He discusses the power of data transparency, cross-department collaboration, and patient-centered access models in building a more agile, innovative, and financially strong healthcare organization.This episode is sponsored by NextGen Healthcare.
This episode features John Polikandriotis, CEO of South Florida Orthopaedics & Sports Medicine, who shares how reimagining revenue cycle management as both a shield and a sword can drive organizational growth. He discusses the power of data transparency, cross-department collaboration, and patient-centered access models in building a more agile, innovative, and financially strong healthcare organization.This episode is sponsored by NextGen Healthcare.
Our Global Our Middle & Back Office Salary Report 2025 is now available for purchase. Published by HC Group's Talent Intelligence team. the report covers salary benchmarks for Risk, Legal & Compliance, Corporate Finance (includes STF/Treasury), Finance & Accounting,Technology& Human Resources positions across all commodity trading hubs. The report, created using proprietary data, is designed for HR leaders and company officers to calibrate salaries in this competitive market as we head into business planning for 2026. For more information, visit https://www.hcgroup.global/energy-trading-report or email intelligence@hcgroup.global
Peter German wrote two reports for the Attorney General of British Columbia, called Dirty Money, and Dirty Money Part Two. He's President and ED of the International Centre for Criminal Law Reform, back in Halifax for a panel discussion called, "Money Laundering: Canada's Back Office of Organized Crime."
Are you a seasoned recruiter wondering if it's time to move on from agency life? Maybe you're itching to branch out but feel stuck by golden handcuffs—or curious about starting your own firm but unsure where to begin. This episode of The Elite Recruiter Podcast is your roadmap to clarity.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Stephen Franco shares his insights on navigating the real estate market, emphasizing the importance of education and mentorship. He discusses the challenges sellers face and the value of properties, even those that appear vacant or dilapidated. Franco also highlights the significance of avoiding common pitfalls in real estate transactions and the role of networking and resources in achieving success. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Building a "Back Office in a Box" for Small Firm ArchitectsIn this episode of the EntreArchitect Podcast, Mark R. LePage welcomes Evin Wick, a former tax lawyer who transitioned into the world of fintech entrepreneurship. Evin shares the story behind his company, S Works, an AI-powered back office solution designed to support small businesses and solo professionals. He reflects on his journey through tax law and product leadership in fintech, and how those experiences shaped his vision for simplifying bookkeeping, payroll, and tax compliance.The conversation dives into the unique challenges faced by architects and other small business owners who often struggle with financial organization and entity setup. Evin explains how technology, and specifically AI, can transform tedious tasks into streamlined, automated processes that free up valuable time. By automating 96% of transaction classifications while keeping human experts just a click away, S Works balances efficiency with personalized service. He also highlights the average $6,100 in tax savings per customer, underscoring the tangible impact this type of technology can deliver.Evin and Mark also explore the larger implications of financial hygiene and why overcoming the fear of new technology is crucial for small business success. Evin emphasizes that AI doesn't replace relationships but instead eliminates the repetitive work that prevents professionals from focusing on their passions. For architects balancing creative practice with the demands of running a firm, his insights paint a compelling picture of the future of small business finance and how the right systems can provide confidence, clarity, and long-term growth.This week at EntreArchitect Podcast, Building a "Back Office in a Box" for Small Firm Architects with Evin Wick.Learn more about Evin at S-Works.io, email him at evin@s-works.io, and connect with him on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.
The future of banking isn't coming – it's already here. And yet, a staggering 46% of retail financial institutions admit they're either early in their digital transformation journey or still in planning stages. At the heart of this inertia lies a familiar bottleneck: legacy core systems. While over 90% of banks surveyed this year say digital transformation is either a “critical” or “high” priority, less than 10% believe their current core can fully support their goals. In this episode of Banking Transformed, I'm joined by Sandeep Lalwani, Head of UST FinX, and Barry O'Connell, Managing Director, Americas for Thought Machine. Together, we examine the real-world consequences of delayed modernization – from constrained innovation to a stunted customer experience – and explore how a modular, coexistence-based core transformation can flip the script. This is the first episode in a new series, "Building the Future-Ready Bank", sponsored by UST FinX.
Bookkeepers and Accountants.I don't hate them, they are important & necessary. However, there's a problem with them. For most tradies and builders, they are the people you go to for advice, particularly advice about your money. But the truth is, they are not very good at that .Both bookkeepers and accountants have a focus on compliance & saving - saving money, saving cost or saving tax. Bookkeepers tend to be mostly concerned with making sure your accounts are compliant with the law so you don't get in trouble. They want you to lodge your BAS or GST correctly, pay people correctly, and don't overpay your GST. Accountants care about tax; making sure you don't pay too much, don't do something that's not allowed and then get in trouble, and they care about your business structure & protecting your assets. Those are good things .The problems come when they are your main/only source of advice and guidance in the area of money and the finances of your business. Because there's more to it than that.--------------------------------------Get the Bookkeeping Guide for Trades and Builders here: https://www.smallfish.com.au/tradies/bookkeeping-guide-for-trades-and-builders-2/If you want more money (profit), more time (off work), and more freedom (from work, stress, responsibility) book a Money Call: smallfish.com.au/tradies/money-call/FOLLOW US AT:Facebook: https://www.facebook.com/smallfishcoach/Twitter: https://twitter.com/smallfishcoachInstagram: https://www.instagram.com/smallfishbusinesscoach/YouTube channel: https://www.youtube.com/c/smallfishau
¿Te está yendo bien en tu negocio y ahora estás metido en cinco más? Bienvenido al mundo de los negocios.En este capítulo de Tan Ser Tu Propio Jefe, hablamos sobre el mayor error que cometen los emprendedores cuando les empieza a ir bien: lanzarse a nuevos negocios sin estructura.La solución está en una sola: el back office, una estructura invisible pero poderosa que te permite manejar múltiples emprendimientos sin colapsar emocional y financieramente.En este episodio descubrirás:✅ Qué es el front office y el back office (y cómo se complementan).✅ Por qué te sientes drenado cuando lideras muchos negocios a la vez.✅ Cómo construir un back office desde cero sin arruinar tu rentabilidad.✅ Las áreas clave que todo negocio necesita, sin importar el rubro.✅ Cómo mantener el control, la eficiencia y la salud mental como emprendedor.
If you've been wanting to offer audit services but keep avoiding it because you're not sure where to start—or worried your audits won't feel professional enough—this one's for you.Creating audits that actually convert isn't about being the critique police. It's about positioning yourself as the strategic guide who helps clients see possibilities rather than problems. When done right, audits become your most powerful business development tool, whether prospects hire you immediately or not.In this episode, I'm walking you through my exact 8-section audit framework that makes clients feel excited about growth instead of overwhelmed by feedback. This is the same process I use in my agency to establish expertise while delivering genuine value.What we're covering: ✔️ Professional presentation setup that shows credibility from slide one ✔️ How to frame opportunities instead of weaknesses (language matters)✔️ Content analysis that identifies what's working and what needs adjustment ✔️ Engagement quality assessment—because two comments from ideal clients beat a hundred random ones ✔️ Action planning that gives clients three clear, achievable next stepsThe truth about audits: They're not about pointing out what's broken. They're about creating hope and direction. This framework helps you deliver both while positioning yourself as the expert they want to work with.If this resonates and you're ready to start offering professional audit services, you'll love the complete audit template that includes all these sections pre-formatted with video guidance on customization. You can find it at https://shop.sugarpunchmarketing.com/products/social-media-audit-templateFor more SMM business resources and training, check out The Back Office atsugarpunchmarketing.com/the-back-office
Janneh Wright, founder and CEO of PRIMUS Business Management, helps businesses find their courage to outsource their back office. With over 20 years of experience, Janneh helps nonprofits and small businesses streamline their operations, manage finances effectively, and scale with intention. His company acts as a back-office partner, handling everything from HR to compliance so leaders can focus on their mission. Beyond his technical expertise, Janneh is deeply passionate about leadership development and creating more equitable, sustainable business ecosystems. You can connect with Janneh on LinkedIn: https://www.linkedin.com/in/janneh-k-wright-mba-5b63278/. You can also learn more about his services on his business website: https://primusco.com/ ******************************************** Want to learn how to attract, hire, and retain top-tier employees? Interested in learning how to scale your business to increase revenue and profit while working less? Then join my Business Success Mastermind group. A new cohort is starting. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #jannehwright #primus #backoffice #outsourcing #ib4ecoaching ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.
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The smartest agencies aren't just selling insurance—they're reimagining how every back-office process works. In this conversation with Chris Paradiso, I explore how he's using AI and automation to transform his agency's operations while giving his team the tools to work faster, smarter, and with greater accuracy. Chris shares how platforms like the Intelligent Agent are […]
Srini Koushik, president, AI and sustainability, Rackspace Technology, discusses AI's impact on insurance through enhanced service, efficiency and ethical use in a shifting regulatory landscape.
In this Power Producers Podcast episode, David Carothers chats with Douglas ver Mulm, founder of Turris, a company revolutionizing the back-office operations for MGAs and carriers. Douglas shares insights into how Turris is simplifying the process of working with retail agents by streamlining licensing, compliance, and operational tasks. The conversation dives into how technology can help insurance agencies, wholesalers, and carriers collaborate more effectively, ultimately leading to better distribution and smoother operations. Key Highlights: The Problem Turris Solves Douglas explains how Turris helps carriers and MGAs eliminate friction by automating agent licensing and compliance checks, reducing the hassle of onboarding and document management. Why Agents Will Continue to Be Essential Despite the rise of InsureTech, Douglas believes agents will remain crucial, especially in commercial lines. The key is for agents to embrace technology to improve efficiency while maintaining their specialized role in understanding their clients' needs. Streamlining Operations with Technology Douglas talks about how Turris aims to automate back-office workflows, from licensing to payments, to save agencies and carriers time and reduce operational costs. The Future of Insurance Technology Douglas shares his vision for the future of insurance tech, where agencies can automate processes like payments and commissions, helping improve their cash flow and operational efficiency. The Importance of Agency Relationships David and Douglas discuss how building strong relationships with agencies can enhance the insurance experience, highlighting the importance of working together to solve problems and drive innovation. Connect with: David Carothers LinkedIn Douglas Ver Mulm LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Turris Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes
Robin Page (TMI) is joined by PwC's Eric Cohen and Koen De Smet to explore the findings of PwC's 2025 Global Treasury Survey. Our guests discuss how leading treasury functions are embracing modular technology, AI, and managed services to enhance resilience, visibility, and strategic impact. This quickfire conversation highlights evolving priorities around risk management, forecasting, and operating models as treasury continues its transformation into a digitally enabled, advisory-led function.
Most agencies are burning out their team to protect their bottom line.More remarketing. More manual quoting. More inefficiencies.All while margins get tighter — and expectations get higher.This week on Getting Past the Premium, Elliot sits down with Chris Peabody from Ascend to unpack what the most forward-thinking agencies are doing differently:✅ Automating the right processes✅ Embedding AI in invisible, high-impact ways✅ Standardizing workflows without losing trust✅ And actually measuring ROI before adopting new toolsThis episode isn't about “using AI” — it's about building a more scalable, sustainable firm in today's reality.
At #NoVacancyNews we caught up with Amit Aghara, CTO of Fintech, to get a closer look at how they're transforming invoice management for hoteliers — and it's not just about #alcohol anymore. We broke down how Fintech streamlines the complex world of payments, regulations, and vendor management — all via automation and smart tech.
When a restaurant's weekly salmon order suddenly spikes in price, Emma Whelan wants chefs adjusting menus the next morning—not tallying losses a month later. “The system will alert them if the price of salmon (has) gone up unexpectedly,” she tells us, describing MarginEdge's real‑time cost engine. It is a small but telling vignette from Whelan's first months as CFO, and it captures the company's wider ambition: “MarginEdge wants to create a world where restaurant operators can focus on great food and great service without having to worry about the back office,” she tells us.Whelan explains that the platform “automate(s) the key back office tasks like invoice processing, inventory and recipe costing” by pulling data directly from point‑of‑sale systems and scanned invoices. That automation replaces hours of spreadsheet drudgery and—more critically—turns yesterday's paperwork into today's decision support. The salmon alert, she notes, lets owners “switch vendors, re‑price the menu, or adjust portion sizes before it starts to impact their margins,” a response time that can separate profitable months from painful ones.Her strategic priorities echo the same urgency. Backed by Osage, Schooner Capital and Ten Coves Capital, Whelan directs new funding primarily to R&D so the software stays “at the cutting edge” of restaurant needs. Investing in talent runs a close second; Glassdoor awards and sky‑high satisfaction scores, she tells us, prove that an engaged workforce builds better products—and happier customers feel the difference. In Whelan's finance playbook, speed, clarity and culture work together, just like ingredients in a well‑seasoned dish.
The How of Business - How to start, run & grow a small business.
Outsourcing your back-office operations with Dida Clifton, founder and CEO of The Office Squad. She shares how outsourcing key operational tasks can free up time for small business owners to focus on growth. Show Notes Page: https://www.thehowofbusiness.com/558-dida-clifton-outsourcing-back-office/ In this episode of The How of Business, Henry Lopez welcomes Dida Clifton, the founder and CEO of The Office Squad. They discuss how small businesses can improve efficiency by outsourcing back-office operations, Dida's military-inspired approach to structure and processes, and the impact of delegating bookkeeping and administrative tasks. Dida Clifton is a business owner, entrepreneur, and efficiency expert with over 23 years of experience in supporting small business owners. As the founder of The Office Squad, she brings military discipline and operational structure to help businesses streamline their back-office operations. Dida is passionate about helping entrepreneurs regain control of their businesses by providing outsourced bookkeeping, administrative support, and operational solutions. Outsourcing Your Back Office: Dida's journey from the Air Force to entrepreneurship Why structured operations are critical for small business success The biggest back-office challenges small businesses face The role of bookkeeping and why it's more than just accounting How outsourcing back-office tasks can free up time for business owners How The Office Squad ensures financial security and prevents fraud Why hybrid work models can be more effective than fully remote teams The long-term benefits of outsourcing operations to prepare for growth or sale Top 3 Takeaways: Small business owners should focus on growth while delegating administrative and bookkeeping tasks to experts. Operational structure and bookkeeping are key to business success, not just tax compliance. Outsourcing back-office functions can reduce risk, improve efficiency, and make a business more attractive for future sale. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com