Podcasts about Business intelligence

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Best podcasts about Business intelligence

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Latest podcast episodes about Business intelligence

CarDealershipGuy Podcast
Transparency in Automotive Advertising Panel | Daily Dealer Live

CarDealershipGuy Podcast

Play Episode Listen Later Jul 20, 2026 59:35


Today's show features: - Shane Helms, Founder / CEO at TrueView Media Group - Shelley Pratt, Director, Media, Activations, and Business Intelligence at Nissan USA - Kristin Coleman, Vice President Marketing at AutoNation - Mario Diez, CEO at Peer39 This episode is brought to you by: Experian – Experian Automotive helps marketers identify and engage high-value auto shoppers, strengthen customer loyalty, grow service revenue, and activate 1,100+ automotive audiences across 30+ advertising platforms. Learn more here: https://carguymedia.com/3RTNi9H Check out Car Dealership Guy's stuff: CDG Circles ➤ ⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠ CDG News ➤ ⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠ LinkedIn ➤⁠⁠⁠⁠⁠ https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠ Facebook ➤⁠⁠⁠⁠⁠ https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠dealershipguy.com

AI and the Future of Work
398: Ariel Assaraf, CEO and Co-Founder of Coralogix, on How AI Turns Observability into Business Intelligence

AI and the Future of Work

Play Episode Listen Later Jul 20, 2026 43:59


Send us Fan MailAriel Assaraf is the CEO and co-founder of Coralogix, a leading observability platform that most recently raised $115 million at a unicorn valuation. He started the company in 2014, and today Coralogix serves more than 4,000 customers, monitors more than 500,000 applications, and processes over 3 million events per second.Before co-founding Coralogix, Ariel served in Israel's Elite Intelligence Unit 8200, where the sheer scale and complexity of data he worked with made one thing clear: existing architectures weren't built for what was coming. He later joined Varent Systems, a homeland security company, leading automation, integration, and QA.In this episode, Ariel draws on more than a decade of building at the frontier of data infrastructure to argue that observability is no longer just a tool for preventing downtime. It is becoming the most truthful, real-time source of intelligence any company owns.In this conversation, we discuss:The evolution from the data collection era ("oil phase") to a landfill crisis, and now the AI-driven "brain phase" where telemetry has become the most valuable raw material for business decision makingHow Coralogix separates the data plane from the control plane, storing data in open format on the customer's own infrastructure to enable data ownership, infinite retention, and freedom from vendor lock-inWhy Ariel invested over $100 million in R&D to build query engines that always return answers, not constrained by predefined schemas that agents will quickly exceed How SREs evolve from reactive incident responders into autonomous operators as agents like Ollie, Coralogix's AI agent, take over incident triage, root cause analysis, and narrative generationThe emerging role of the AI-forward product manager who sits between customer needs and autonomous agents, reshaping how software gets built, priced, and sold in real timeHow Ariel thinks about linear versus exponential impact as a leadership principle, and why the intuition to prioritize exponential value is something agents will never replicateExplore more in the conversation:00:00 Welcome & AI's societal impact paradox01:53 AI Fun Fact: New data on productivity and employment04:15 Introducing Ariel Assaraf and the Coralogix origin story05:15 Evolving data architecture: from oil to landfill to brain phase07:28 Coralogix's data ownership and open format advantages13:27 From telemetry data lake to autonomous, agent-driven analytics20:00 Building scalable, answer-guaranteeing query engines for complex data25:44 The future of natural language interfaces like Olly for SREs and DevOps28:15 Orchestrating multiple AI agents for better decision-making30:20 Responsibility, autonomy, and the evolving role of customer success35:37 How Coralogix turns telemetry into strategic business decisions38:18 Linear vs. exponential value in your careerResources:Subscribe to the AI & The Future of Work NewsletterConnect with Ariel on LinkedInAI fun fact articleOn How Personalized Healthcare Is Being Transformed Through AI and the Human Microbiome

SocialTek Media
EP32 4ª Mesa tecnológica: ConTech la nueva era de la ejecución de obras

SocialTek Media

Play Episode Listen Later Jul 20, 2026 100:08


Este episodio está impulsado por CheckToBuild, una plataforma que automatiza el control de ejecución mediante la comparación entre los modelos BIM y la realidad capturada en obra.En este episodio compartimos la 4ª Mesa Tecnológica ConTech: La nueva era de la ejecución de obras, organizada por butic The New School. Una conversación moderada por David Barco con Alejandro Ruiz Lara, CEO de CheckToBuild; Carolina Ramírez, directora de CRa-HUB; Fernando Valderrama, referente en costes AECO y cocreador de Presto; y Miguel Villamor, director general de AEC-ON.Algunos de los topics sobre los que hemos debatido son:Qué queremos controlar realmente durante la ejecución de una obra.Cómo reducir la distancia entre planificación y realidad ejecutada.Captura de la realidad mediante escáneres 3D, drones, cámaras y robótica.Comparación automática entre el modelo BIM y la obra construida.Control de tolerancias, replanteos, planitud e instalaciones MEP.Seguimiento de producción, mediciones y certificaciones basadas en datos.Inteligencia artificial y automatización aplicadas al control de calidad.Integración de BIM 4D y 5D, CDE, Lean Construction y Business Intelligence.Barreras culturales y organizativas para implantar estos procesos.Reflexionamos sobre tecnologías y conceptos clave como:Reality Capture: Documenta el estado real de la obra y genera evidencias verificables sobre su avance.BIM aplicado a obra: Convierte el modelo en una referencia para comprobar geometría, planificación, mediciones y costes.Inteligencia artificial: Automatiza la detección de desviaciones y el análisis de la información capturada.Gobernanza del dato: Define cómo capturar, estructurar, validar y distribuir la información de obra.As-built digital: Facilita una documentación final actualizada y respaldada por evidencias.

Skip the Queue
The UK VAT Cut for Attractions: Pass Savings to Guests or Invest in Growth? with Clive Morris

Skip the Queue

Play Episode Listen Later Jul 15, 2026 45:20


In this episode of Skip the Queue, Andy Povey is joined by Clive Morris, founder of CCM Consulting, to explore the financial realities facing visitor attractions. They discuss the recent UK VAT changes, why collecting the right operational and financial data matters, and how attractions can strengthen the case for future VAT reform. Clive also shares practical advice on connecting finance with day-to-day operations to support better business decisions. Topics Discussed The recent VAT changes affecting UK visitor attractions Why finance and operations should work more closely together The importance of collecting accurate visitor and revenue data Building the case for future VAT reform Using financial insights to improve operational decisions Common financial challenges facing attractions Practical advice for attraction leaders and finance teams How better reporting supports long-term business growth   Show references:    Clive Morris - founder of CCM Consulting https://cmm-consulting.co.uk/ https://www.linkedin.com/in/clive-morris/   Skip the Queue is brought to you by Merac. We provide attractions with the tools and expertise to create world-class digital interactions. Very simply, we're here to rehumanise commerce. If you like what you hear, you can subscribe on Apple Podcasts, Spotify, and all the usual channels by searching Skip the Queue or visit our website SkiptheQueue.fm. If you've enjoyed this podcast, please leave us a five star review, it really helps others find us. And remember to follow us on LinkedIn.   Credits: Written by Sami Entwisle  Edited by Steve Folland Produced by Emily Burrows and Sami Entwisle (Plaster) Download The Visitor Attractions Website Survey Report - https://www.merac.co.uk/download-the-visitor-attractions-survey We have launched our brand-new playbook: ‘The Retail Ready Guide to Going Beyond the Gift Shop' — your go-to resource for building a successful e-commerce strategy that connects with your audience and drives sustainable growth. Download your FREE copy here

The Tech Blog Writer Podcast
Why Business Intelligence Has Been Hiding Inside Your Agreements

The Tech Blog Writer Podcast

Play Episode Listen Later Jul 14, 2026 17:12


What if one of the biggest obstacles to digital transformation isn't your technology stack, but the agreements connecting it all together? Recorded live at Docusign Momentum in London, this episode continues my conversations from the show floor by looking at one of the most overlooked challenges facing modern organisations. Companies have spent years investing in CRM platforms, ERP systems, HR software and cloud infrastructure, yet many of the agreements linking those systems together still rely on manual processes, email chains and static documents. Joining me is Stéphane Barberet, President of EMEA at Docusign. Having spent more than three decades helping organisations across Europe use technology to improve the way they work, Stéphane shares why he believes agreements have become one of the biggest blind spots in enterprise transformation and how AI is beginning to change that. We discuss why organisations are starting to view agreements as business intelligence rather than administrative paperwork, where businesses unknowingly lose value after contracts have been signed, and why removing friction from everyday workflows often delivers greater returns than simply introducing another AI tool. Stéphane also explains why organisations across financial services, healthcare, manufacturing and many other industries are all asking the same questions about AI, how leaders should approach adoption without trying to automate everything at once, and why measurable business outcomes matter far more than launching ambitious AI programmes. Throughout our conversation, we also explore how executives should measure success, what separates organisations making genuine progress from those still experimenting, and why the future of AI may be one where the technology becomes almost invisible, quietly improving the way businesses operate every day. After spending the day speaking with customers, executives and attendees at Momentum, one message kept coming back to me. The organisations creating the greatest value from AI aren't chasing the latest trend. They're solving meaningful business problems, building trust and helping their people spend more time on work that truly matters. Where do you see the biggest opportunities to remove friction from the way your organisation works? I'd love to hear your thoughts after listening and continue the conversation.  

The Tech Blog Writer Podcast
Why Docusign Believes Agreements Are the Next Evolution of Business Intelligence

The Tech Blog Writer Podcast

Play Episode Listen Later Jul 10, 2026 18:00


What if the most valuable business intelligence in your organisation has been hiding inside your contracts all along? Recorded live at Docusign Momentum in London, this episode explores why enterprise AI is at an inflection point. After years of focusing on what AI can create, the conversation is shifting towards how AI can help organisations understand the information they already have, remove friction from everyday work, and make better business decisions. Joining me is Allan Thygesen, CEO of Docusign. While many people still associate Docusign with electronic signatures, Allan explains why the company's vision has expanded far beyond that single moment in the agreement process.  Every business runs on agreements, from customer contracts and supplier relationships to employee onboarding and partnerships. The real opportunity, he argues, is transforming those agreements from static documents into business intelligence that helps organisations improve performance, reduce risk and uncover value that has often remained hidden for years. We discuss why decades of historical agreements are becoming increasingly valuable in the age of AI, how organisations are using agreement intelligence to shorten sales cycles from days to hours, and why understanding the context behind agreements can be just as important as the agreements themselves. Allan also shares his perspective on the rise of agentic AI, explaining why trust, governance and compliance will ultimately determine how quickly organisations allow AI to take on greater responsibility. Rather than viewing AI as another standalone tool, he explains why the future lies in connecting trusted data and workflows across the systems businesses already use every day. Throughout our conversation, we also explore why Docusign continues to build an open ecosystem through partnerships with companies including Anthropic, Harvey, Legora, OpenAI, Google, Salesforce, SAP and Thomson Reuters, enabling organisations to work with agreement intelligence wherever work already happens. After spending the day at Momentum hearing from customers like Harvey, Legora, Experian and AON, executives and attendees, one theme kept emerging. The organisations creating the greatest value from AI are not necessarily adopting the most AI. They're using it to remove friction, improve decisions and help people focus on work that genuinely benefits the business. Does your organisation still think of contracts as administrative files, or are they becoming a strategic source of business intelligence? I'd love to hear your thoughts after listening and continue the conversation.  

Disruption / Interruption
Disrupting the Financial Lie: Why Your Accountant's Vocabulary is Killing Your Business, with Lukas Swid

Disruption / Interruption

Play Episode Listen Later Jul 10, 2026 28:08


Lukas Swid, Chairman and CEO of Helcyon, joins host KJ to expose the silent epidemic killing small businesses: financial blindness. Drawing on 25 years of operating across five continents, Lukas reveals how reactive accounting leaves owners in the dark until it's too late. Helcyon delivers plain-language financial assessments straight to your inbox, catching anomalies, waste, and fraud in real time so business owners can act before the damage is done. Key Takeaways: 4:02 — Most small businesses fail not because of their product, but because they have no visibility into what is breaking until it's too late. 8:30 — Real-time financial reconciliation is the difference between catching fraud early and losing everything to a trusted partner. 15:50 — Revenue going up means nothing if cost of customer acquisition, tax obligations, and recurring revenue gaps are silently draining the business. 22:26 — Helcyon delivers a CFO-level financial digest directly to your email, removing every excuse a business owner has for not knowing what's happening. Quote of the Show (16:23):"We translate them for you like a doctor translates lab results — so you have it in plain English, exactly what they mean."— Lukas Swid Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Lukas Swid:LinkedIn: http://www.linkedin.com/in/lukasswidnycCompany Website: https://helcyon.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/results?search_query=disruption+%2F+interuuptionSee omnystudio.com/listener for privacy information.

Objectif TECH
Trajectoires - Agents IA, entre euphorie et réalité

Objectif TECH

Play Episode Listen Later Jul 7, 2026 12:36


Les agents IA vont-ils vraiment transformer nos organisations ? Productivité démultipliée, automatisation avancée, réinvention des processus… Les promesses sont nombreuses. Mais qu'en est-il des résultats concrets ?Tarik Boukherissa, Lead Solution Architect chez Databricks, apporte, dans cet épisode de Trajectoires, une grille de lecture sur les agents IA pour distinguer ce qui relève du discours de ce qui transforme vraiment le fonctionnement des organisations.Il partage des exemples concrets issus de projets récents et explique pourquoi le vrai défi n'est pas l'intelligence des agents, mais leur capacité à accéder au bon contexte au bon moment. Un échange qui aborde aussi la question de l'équilibre entre automatisation et contrôle humain, et ce que les prochaines années pourraient changer à une échelle encore difficile à anticiper.

Up Arrow Podcast
Your P&L Is Trying To Tell You Something (But You're Looking at Meta Ads Instead) With Ross Beyeler

Up Arrow Podcast

Play Episode Listen Later Jun 30, 2026 69:55


Ross Beyeler is the VP of Business Intelligence at Zaelab, a B2B digital consultancy that helps manufacturers and enterprise organizations modernize the customer experience. In his role, Ross leads data, analytics, and business intelligence strategy, helping organizations translate complex operational and financial data into actionable insights that improve profitability and decision-making. With experience in e-commerce, agency operations, and data-driven growth, he also founded and led multiple companies.  In this episode… Most companies assume growth is just a matter of getting more customers, but the real story is often buried inside their numbers. Revenue can look strong while profitability quietly erodes through hidden costs, misaligned incentives, and decisions that don't show up on a surface-level dashboard. If your business is growing but margins aren't improving, what are you missing? According to profitability expert Ross Beyeler, the key is learning to read a business through its contribution margin rather than top-line revenue alone. He emphasizes separating new customer acquisition from retention-driven growth, since each carries very different cost structures and long-term impact. Ross also advises leaders to scrutinize return rates, software spend, and fixed-versus-variable cost decisions, because these often determine whether scaling improves profit. Leaders should remain close to the organization through skip-level conversations and direct visibility into teams, so they don't lose touch with operations. The companies that win are the ones that understand what drives profit, not just what drives activity. In this episode of the Up Arrow Podcast, William Harris chats with Ross Beyeler, VP of Business Intelligence at Zaelab, about how to uncover hidden profit drivers in growing businesses. Ross discusses P&L analysis beyond revenue, customer acquisition versus retention economics, and why over-optimization can distort decision-making. He also breaks down post-acquisition integration challenges and how founders can stay connected to the operations.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#814 Closing the Knowledge Gap – Prof. Dr. Lisa Perkhofer über GenAI-Coaches im Controlling

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 25, 2026 15:46


Wie schließt man Wissenslücken im Controlling – effizient, praxisnah und ohne den Arbeitsalltag zu unterbrechen? Welche Rolle können GenAI-Coaches dabei spielen, und wo endet ihr Beitrag? Und was bedeutet es, wenn Fachurteil und kritische Einordnung unverzichtbar bleiben – auch im Zeitalter der KI?

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#813 Die teuerste Lücke im Unternehmen ist keine Datenlücke

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 23, 2026 20:01


Vier Gespräche, ein gemeinsamer Gedanke: Vertrauen ist die eigentliche Infrastruktur — in Daten, in Systeme, in Organisationen. Und es entsteht nicht von selbst. In dieser Episode ziehe ich meine persönlichen Learnings aus vier aktuellen Interviews des Performance Manager Podcasts: Lisa Burger, Loacker — Wie Data Governance gelingt: nicht mit Frameworks, sondern mit klarer Ownership und dem Mut, klein und wirkungsvoll zu starten. Jörg Kohlenz, Vorwerk — Warum IT-Transformation zuerst eine Führungsaufgabe ist — und wie man eine Trutzburg in einen vertrauenswürdigen Partner verwandelt. Prof. Dr. Burkhard Pedell, Universität Stuttgart — Was Echtzeitsteuerung wirklich bedeutet: kein schnelleres Reporting, sondern ein fundamentaler Umbau von Steuerungslogik, Organisation und Kultur. Prof. Dr. Matthias Mahlendorf, Frankfurt School of Finance and Management — Warum AI-Agenten im Controlling ein Management Control Framework brauchen — und keine naive Delegation.

The WARC Podcast
Economic volatility stress-tests the global advertising market

The WARC Podcast

Play Episode Listen Later Jun 18, 2026 25:53


The months-long closure of the Strait of Hormuz remains a serious test of global ad market resilience. WARC Media's Alex Brownsell and Kate Scott-Dawkins, Global President for Business Intelligence at WPP Media, join WARC's Anna Hamill to make sense of complicated dynamics for advertisers in 2026. This episode of The WARC Podcast is sponsored by Criteo.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Regelmäßig fragen wir unsere Kunden, wie sie die Zusammenarbeit mit ATVISIO wirklich erleben. Die Antworten sind ehrlich – manchmal bestätigend, manchmal unbequem. In dieser Episode sprechen wir offen über die Ergebnisse der Kundenzufriedenheitsbefragung 2026. Was läuft gut. Wo wir selbstkritisch sind. Und was wir konkret besser machen wollen. In dieser Folge: Warum 87 % unserer Kunden ausschließlich mit uns arbeiten – und was das bedeutet  Was unsere Kunden an der Zusammenarbeit schätzen  Drei Bereiche, in denen wir unseren eigenen Anspruch noch nicht vollständig erfüllen  Welche Zukunftsthemen unsere Kunden beschäftigen – von Microsoft Fabric bis KI im BI-Kontext  Transparenz ist für uns keine Marketingstrategie. Es ist eine Haltung.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#811 KI im Controlling der Dr. Beckmann Group – Jan Zimpelmann im Gespräch

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 16, 2026 19:53


Ein mittelständisches Familienunternehmen macht Ernst mit KI im Controlling – und berichtet offen über erste Erfahrungen mit KI-gestütztem Forecasting: Was hat funktioniert, wo lagen die Hürden, und was sollte man auf keinen Fall unterschätzen? Ein praxisnaher Einblick für alle, die selbst vor dieser Frage stehen.

One World in a New World - Apocalyptic Chats
From Prison to Decision Intelligence | Christian Torres on AI, Leadership & Redemption

One World in a New World - Apocalyptic Chats

Play Episode Listen Later Jun 14, 2026 93:53


Ep 244 One World in a New World with Christian TorresWhat happens when a gifted young man from the South Bronx earns a scholarship to one of New York's most prestigious schools, becomes a police officer, commits a life-altering mistake, spends nearly a decade in prison—including 18 months in solitary confinement—and emerges with a profound understanding of human potential, decision-making, and artificial intelligence?In this remarkable conversation, Zen Benefiel sits down with Christian Torres, decision intelligence strategist, former NYPD officer, and Director of Business Intelligence, to explore one of the most powerful redemption stories we've featured on One World in a New World.Together they dive into:

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#810 Von der Trutzburg zum Business-Partner – wie Vorwerk seine IT transformiert hat (Teil2v2)

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 11, 2026 31:46


Was passiert, wenn eine IT-Abteilung im eigenen Unternehmen vor allem als Kostentreiber wahrgenommen wird – intransparent, wenig vertrauenswürdig, weit weg vom Business? Genau das war die Ausgangssituation, die Jörg Kohlenz vorfand, als er 2022 als Group CIO zum Wuppertaler Traditionsunternehmen Vorwerk wechselte. Seine Antwort auf diese Herausforderung war überraschend: nicht zuerst Technologie modernisieren, nicht zuerst Prozesse optimieren – sondern Führung transformieren. Im Herbst 2022 startete Jörg Kohlenz das Transformationsprogramm „Everest", das die Vorwerk-IT grundlegend verändern sollte: neue Strukturen, neue Arbeitsweisen und vor allem eine neue Führungskultur. Im Gespräch erklärt Jörg Kohlenz, warum IT-Transformation vor allem ein Führungsthema ist, wie er fünf Führungsprinzipien – Walk the talk, Give and earn trust, Purpose, Autonomy und Learn continuously – als Grundlage für den kulturellen Wandel entwickelt hat, und wie daraus drei IT-Werte entstanden sind, die für alle Mitarbeitenden gelten: Value Creation, Joined Ownership und Aligned Autonomy. Außerdem spricht er darüber, wie die IT-Organisation strukturell neu aufgestellt wurde, welche Widerstände es gab – und was die Transformation nach rund drei Jahren konkret gebracht hat. Eine Episode für CFOs, Controller und IT-Verantwortliche, die verstehen wollen, warum der Schlüssel zu einer erfolgreichen IT-Transformation nicht in der Technologie liegt – sondern in der Führung.

The ERP Advisor
Selecting the Right Business Intelligence & Analytics Tools - The ERP Advisor Podcast Episode 141

The ERP Advisor

Play Episode Listen Later Jun 10, 2026 57:32


In the age of information and technology, business rely heavily on the best insights into their data.  Harnessing this information is the first step to driving down costs and increasing profitability. But how do you know which tools can really help you? While some ERP vendors have compatible Business Intelligence (BI) and analytics tools included in their technology stack, there are MANY third-party BI applications that could better fulfill your needs. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#809 Von der Trutzburg zum Business-Partner – wie Vorwerk seine IT transformiert hat (Teil1v2)

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 9, 2026 33:20


Was passiert, wenn eine IT-Abteilung im eigenen Unternehmen vor allem als Kostentreiber wahrgenommen wird – intransparent, wenig vertrauenswürdig, weit weg vom Business? Genau das war die Ausgangssituation, die Jörg Kohlenz vorfand, als er 2022 als Group CIO zum Wuppertaler Traditionsunternehmen Vorwerk wechselte. Seine Antwort auf diese Herausforderung war überraschend: nicht zuerst Technologie modernisieren, nicht zuerst Prozesse optimieren – sondern Führung transformieren. Im Herbst 2022 startete Jörg Kohlenz das Transformationsprogramm „Everest", das die Vorwerk-IT grundlegend verändern sollte: neue Strukturen, neue Arbeitsweisen und vor allem eine neue Führungskultur. Im Gespräch erklärt Jörg Kohlenz, warum IT-Transformation vor allem ein Führungsthema ist, wie er fünf Führungsprinzipien – Walk the talk, Give and earn trust, Purpose, Autonomy und Learn continuously – als Grundlage für den kulturellen Wandel entwickelt hat, und wie daraus drei IT-Werte entstanden sind, die für alle Mitarbeitenden gelten: Value Creation, Joined Ownership und Aligned Autonomy. Außerdem spricht er darüber, wie die IT-Organisation strukturell neu aufgestellt wurde, welche Widerstände es gab – und was die Transformation nach rund drei Jahren konkret gebracht hat. Eine Episode für CFOs, Controller und IT-Verantwortliche, die verstehen wollen, warum der Schlüssel zu einer erfolgreichen IT-Transformation nicht in der Technologie liegt – sondern in der Führung.

Supply Chain Now Radio
The Buzz: How Decision Intelligence Can Transform Supply Chain Performance

Supply Chain Now Radio

Play Episode Listen Later Jun 5, 2026 56:45


Artificial intelligence continues to dominate supply chain conversations, but why are so many organizations struggling to move beyond pilots and into enterprise-wide success? In this episode of The Buzz powered by APL Logistics, Scott Luton and Alex Pradhan explore the latest research and developments shaping the future of supply chain leadership, AI adoption, omnichannel fulfillment, workforce transformation, and decision intelligence. Special guest Arash Aghlara, Founder and CEO of FlexRule, joins the discussion to share why better decisions—not just better data—may be the key to unlocking supply chain performance. From AI pilot purgatory and omnichannel profitability to talent shortages and protein supply disruptions, this episode tackles some of the most pressing challenges facing supply chain leaders today. Scott, Alex, and Arash dive into new research from leading organizations including MIT, Accenture, GEP, and the University of Virginia Darden School of Business. Along the way, they explore the growing importance of governance, the role of decision intelligence in modern operations, and why organizations must move beyond visibility alone to create smarter, faster, and more effective business outcomes.   Key Takeaways: Why nearly three-quarters of organizations have yet to move AI initiatives beyond planning and pilot stages. How decision intelligence helps organizations bridge the gap between data, visibility, and action. Key findings from MIT's latest State of Supply Chain Omnichannel research. Why supply chain leaders must rethink workforce development amid a projected talent shortage. The critical role governance plays in scaling AI and improving operational decision-making. How organizations can identify and manage interconnected decisions across planning, logistics, inventory, and customer service. Why practical execution—not hype—is essential for successful digital transformation.   If you're navigating AI adoption, digital transformation, talent challenges, or increasing supply chain complexity, this episode delivers practical insights and actionable strategies from experienced industry leaders. You'll walk away with a deeper understanding of how decision intelligence can help organizations move beyond visibility, improve execution, and build more resilient supply chains in an increasingly complex business environment.   Additional Links & Resources: APL Logistics: https://www.apllogistics.com/ With That Said: https://bit.ly/WTS-31-May-2026 5 Signs Your Supply Chain Has Outgrown How It's Managed Today: https://bit.ly/5-signs-your-SC-has-outgrown-mgmt Supply Chain AI Is Stuck in Pilot Purgatory Because the Operating Model Is Missing: https://bit.ly/4u4dPyj GEP Webinar: https://bit.ly/10-June-2026-Webinar State of Supply Chain Omnichannel Report: https://bit.ly/3RUcHju Turning the supply chain talent shortage into strength: https://accntu.re/4vkqNZQ Protein powder shortage threatens America's biggest food craze: https://bit.ly/3RIkrFd Upcoming Live Programming:  https://supplychainnow.com/upcoming-live-programming/ Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/ FlexRule: https://www.flexrule.com/ The Supply Chain Whisperer on Why Practicality Still Wins: https://bit.ly/Why-Practicality-Still-Matters Connect with Arash on LinkedIn: https://www.linkedin.com/in/arashaghlara/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alejandrapradhan/ Watch and listen to more Supply Chain Now episodes: https://supplychainnow.com/brands/supply-chain-now/ Subscribe to Supply Chain Now: https://linktr.ee/Supplychainnow Check out the Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/ Work with Us! Download the Supply Chain Now 2026 Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- From AI Pilots to Performance: How Supply Chain Leaders Are Scaling Agentic AI: https://bit.ly/49hCqIq WEBINAR- Amazon Supply Chain 101: Enabling efficiency and growth for businesses everywhere–and everywhere they sell: https://bit.ly/49r8N7D WEBINAR- The Expanding Role of Supply Chain Optimization Teams in Driving Business Impact: https://bit.ly/3PHRAAf WEBINAR- AI that moves at velocity: Cut through latency with agentic workflows: https://bit.ly/4x4626t For everything else, start here: https://supplychainnow.com This episode was hosted by Scott Luton and Alex Pradhan, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychiannow.com/buzz-how-decision-intelligence-transform-supply-chain-performance-1592 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#808 Echtzeitsteuerung – Ausgabe 3/2026 der Fachzeitschrift Controlling

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 2, 2026 29:20


Vom Monatsbericht zur Echtzeitsteuerung – das klingt einfach, stellt Unternehmen in der Praxis aber vor erhebliche Herausforderungen. Daten in Echtzeit erfassen, aufbereiten und für Entscheidungen nutzbar machen erfordert mehr als Technologie: Es braucht neue Organisationsstrukturen, integrierte BI-Plattformen und eine veränderte Unternehmenskultur. Die neue Ausgabe 3/2026 der Fachzeitschrift Controlling zeigt: Von der Reporting Factory über Matrixproduktionssysteme bis zu Digitalen Zwillingen – Echtzeitsteuerung ist ein Gesamtpaket aus Technologie, Organisation und Kultur. Im Performance Manager Podcast spricht Peter Bluhm mit Prof. Dr. Burkhard Pedell, Inhaber des Lehrstuhls für Controlling an der Universität Stuttgart und Mitherausgeber der Fachzeitschrift Controlling: Warum reichen Technologie und Organisation allein nicht aus – und welche drei Hebel müssen gemeinsam angepackt werden? Wie verkürzt eine zentrale Reporting Factory die Analyselatenz – und welche Rolle spielen Power BI und Robotic Process Automation dabei konkret?  Wie verändern Digitale Zwillinge das Controlling grundlegend – und welche Kompetenzen müssen Controller jetzt aufbauen? 

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#807 Wer nur auf Zahlen schaut, sieht das Falsche – Prof. Dr. Heimo Losbichler im Gespräch

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 28, 2026 17:12


Schwache Signale erkennen, bevor sie zu handfesten Risiken oder Chancen werden – das ist die Kernidee der Frühaufklärung. Kein neues Konzept, aber KI verändert es grundsätzlich: mehr Daten, neue Muster, eine andere Geschwindigkeit. Und damit stellt sich für Controlling-Abteilungen eine konkrete Frage – nicht ob sie sich damit beschäftigen sollten, sondern wie der erste Schritt aussieht.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#806 Ertragsteuerinformationsbericht - im Gespräch mit Prof. Dr. Dr. habil. Carl-Christian Freidank

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 26, 2026 45:05


Seit 2025 müssen große multinationale Konzerne öffentlich offenlegen, wo sie weltweit wie viel Steuern zahlen. Was wie eine reine Großkonzern-Pflicht klingt, betrifft auch mittelständische Unternehmen – etwa als deutsche Tochtergesellschaft eines US-Konzerns. Prof. Dr. Dr. habil. Carl-Christian Freidank erklärt, was der Ertragsteuerinformationsbericht wirklich bedeutet, wer betroffen ist und wo die Fallstricke liegen. THEMEN DIESER EPISODE Was ist der EIB und warum wurde er eingeführt? Ziel, Rechtsgrundlage und der Kerngedanke hinter dem Public Country by Country Reporting  Wer ist wirklich betroffen? Die drei Fallgruppen jenseits der 750-Millionen-Schwelle  Was muss im Bericht stehen? Pflichtangaben länderweise – von Erträgen über Steuerzahlungen bis zu einbehaltenen Gewinnen  Gestaltungsspielräume und Schutzklausel: Welche strategischen Entscheidungen Unternehmen jetzt treffen müssen  Welche Steuerquoten die Öffentlichkeit, Investoren und Ratingagenturen aus dem Bericht ableiten werden  Wer prüft den Bericht – und warum wird der Aufsichtsrat zur Haftungsfalle  ÜBER DEN GAST Prof. Dr. Dr. habil. Carl-Christian Freidank ist emeritierter Professor am Institut für Wirtschaftsprüfung und Steuerwesen der Universität Hamburg sowie Lehrbeauftragter an der dortigen Fakultät für Rechtswissenschaft. Er hat zum Thema zuletzt einen umfassenden Fachbeitrag veröffentlicht: Ertragsteuerinformationsbericht ante portas, Die Unternehmensbesteuerung, Heft 1/2026, S. 18–23.

The PowerShell Podcast
Solving Problems at the Root with Mark Littlefield

The PowerShell Podcast

Play Episode Listen Later May 25, 2026 50:56


In this episode, host Andrew Pla sits down with Mark Littlefield, VP of Product at PDQ, for a wide-ranging conversation about product management, the PowerShell community, and what it looks like to deeply learn a technical domain when you're not coming from a traditional sysadmin background. Mark shares his journey from tech support to product management, what drew him to PDQ and the challenges facing IT admins, and what surprised him about PowerShell once he started paying close attention. The two also dig into the history behind PDQ Connect's PowerShell Scanner, how product teams learn from customers, the art of storytelling as a PM and sysadmin skill, and more. Key Takeaways: Product management and PowerShell automation share a core philosophy: solve problems at the root, not just on the surface. Whether you're writing a script or building a feature, the goal is to eliminate a challenge entirely rather than patch around it. Understanding your customer requires more than data — it requires immersion. Mark describes going deep into the sysadmin world through customer interviews, internal usage, and community engagement to truly understand the problems facing IT teams. Great storytelling is a transferable skill. Andrew draws a parallel between how Jeffrey Snover used the Monad Manifesto to get internal buy-in at Microsoft and how to use narrative to align teams and push ideas forward. Guest Bio: Mark Littlefield is the VP of Product at PDQ, where he leads product strategy and development for PDQ Connect and the broader PDQ product suite. With over 15 years of product management experience, Mark previously served as VP of Product Management at InsideSales.com, where he oversaw product management and design across the platform. He holds a Bachelor of Science in Information Systems with a focus on Business Intelligence from Utah Valley University and is based in Salt Lake City, Utah. Resource Links: PowerShell Event: https://www.pdq.com/save-time-with-powershell-pdq-connect/ PDQ Connect: https://www.pdq.com/pdq-connect/ PDQ PowerShell Scanners GitHub repository: https://github.com/pdqcom/PowerShell-Scanners The Monad Manifesto (Microsoft Learn): https://learn.microsoft.com/en-us/powershell/scripting/developer/monad-manifesto?view=powershell-7.5 Monad Manifesto blog post by Jeffrey Snover: https://devblogs.microsoft.com/powershell/monad-manifesto-the-origin-of-windows-powershell/ Mark Littlefield on LinkedIn: https://www.linkedin.com/in/mark-littlefield/ Connect with Andrew: https://andrewpla.tech/links PDQ Discord: https://discord.gg/pdq The PowerShell Podcast on YouTube: https://youtu.be/fo2V5LC-EZo  

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Was haben die Beatles mit gescheiterten BI-Projekten gemeinsam? Vier starke Persönlichkeiten, jede Menge Reibung – und trotzdem Musikgeschichte. Das Geheimnis? George Martin. Jemand, der die Gegensätze versteht und in Ergebnisse übersetzt. In BI-Projekten ist es nicht anders. IT, Controlling und Management ziehen oft in verschiedene Richtungen – und genau dort scheitern viele Projekte. Nicht an der Technik. Sondern am Miteinander. Peter Bluhm erklärt, warum ATVISIO in BI-Projekten die Rolle von George Martin übernimmt – und was das konkret bedeutet: Ein mittelständisches Handelsunternehmen hatte nach 8 Wochen ein Dashboard, das 50 Nutzer täglich öffnen.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#804 Controlling rockt - Weshalb unrunde Zahlen eine runde Sache sind

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 18, 2026 19:35


5,9 % Rabatt verkauft sich besser als 6 %. Obwohl der Unterschied faktisch kaum messbar ist. Mit einer Wirkung von bis zu 21 % mehr Kaufbereitschaft. Was bedeutet das für das Controlling? Darüber spricht Peter Bluhm mit Prof. Dr. Nicole Jekel im aktuellen Podcast. Sie diskutieren, warum krumme Zahlen als temporär und dringlich wahrgenommen werden, weshalb Preisgestaltung nicht nur ins Marketing gehört – sondern auch ins Controlling – und wie datengetriebene A/B-Tests im Online-Shop dabei helfen können, Conversion Rate, Warenkorbwert und Wiederkaufsquote zu messen.

ConCensis
Unlocking CensisAI²: The Metrics That Matter for Smarter SPD Decisions

ConCensis

Play Episode Listen Later May 14, 2026 33:49


Sterile processing departments are swimming in data, from workflow automation and supply data to patient outcome and quality metrics. But the real challenge is not collecting more information; it is knowing which metrics actually improve SPD performance, technician education, OR readiness and patient safety. For Censis, a leader in surgical asset management, the focus is on helping SPD teams turn that data into clearer instrument tracking, stronger workflow efficiency and better compliance. Censis estimates that an average OR minute costs about $60, making delayed cases a clear example of how operational data can quickly become a financial issue.When every scan, delay and quality event generates another data point, how can SPD teams tell which metrics are worth acting on before inefficiencies turn into OR delays, rework or patient safety risks?Welcome to ConCensis. In the latest episode, host Daniel Litwin, the Voice of B2B at MarketScale, welcomes Beth Perry, Business Intelligence & Analytics Engineer at Censis Technologies, for a presentation on how SPD teams can turn large volumes of operational data into practical decisions that improve productivity, quality, technician education and instrument availability. The discussion explores how CensisAI² helps teams identify the right metrics, understand what those metrics reveal and connect insights to measurable operational action.What you'll learn…Data only matters when it drives action. Perry explains that meaningful metrics should provide clear insight and influence decisions, helping SPD teams move from passive reporting to practical improvement.Productivity metrics should be tied to operational drivers. The discussion highlights items processed, count sheet quantity, average seconds per instrument assembled and time spent on core SPD workflows as ways to understand and improve throughput.Quality data can guide smarter technician education. Perry shows how event count, error rate, case delay minutes, responsible party count and average repertoire size can help managers decide whether an issue calls for individual coaching, team-wide training or proactive skill development.Beth Perry brings more than a decade of experience in business intelligence, analytics, reporting and data systems, with a long tenure at Censis Technologies. In her current role as Engineer of Business Intelligence & Analytics, she focuses on translating business needs into effective data solutions that support clearer reporting and better decision-making. Her career also includes experience in systems engineering, enterprise data analysis, technical services, logistics, sales administration and technology adoption.

The Pro-Fit Podcast
The Two Levels of PT Business Intelligence

The Pro-Fit Podcast

Play Episode Listen Later May 13, 2026 36:13


Most PTs think business intelligence is just tracking revenue. But that's not the case.Real business intelligence answers two questions: What's actually creating my results? And how do I use that to scale without adding hours?In this episode, I break down the two levels of business intelligence every PT business needs:Level 1: The Foundation The core metrics you must track to stop guessing what's working: people spoken to, leads generated, front-end offers sold, conversion rates, and client retention.Level 2: Intelligent Systems Once you know what's working, how to automate, systemise, and scale your best work without adding more hours or effort. This is where "high-profit, low-stress" becomes real.If you're new and building clients, start with Level 1. If you have traction, use Level 2 to spread your impact further.By the end, you'll know exactly where to focus first and why most PTs skip this step entirely.If you want to get started with using a system that helps tracking the 'Level 1' Business Intelligence data, head to the link below and download my Paid Pipeline Masterclass. It's helps make marketing, lead generation, and sales 10x easier...https://mattrobinsoncoaching.com/paidpipeline

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#803 Data Governance bei Loacker – Vom Datensilo zur gemeinsamen Datenkultur

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 12, 2026 50:26


Loacker ist ein Familienunternehmen mit fast 100-jähriger Geschichte, das seine Waffel- und Schokoladenprodukte heute in über 100 Ländern verkauft. Mit diesem Wachstum sind auch die Anforderungen an eine strukturierte Datenstrategie gestiegen – und damit die Notwendigkeit, Data Governance ernsthaft anzugehen. In dieser Episode spricht Peter Bluhm mit Lisa Burger, Corporate Data Governance & Quality Management Manager bei Loacker, über den Weg des Unternehmens hin zu einer tragfähigen Datenstrategie. Themen der Episode: Warum internationales Wachstum Datensilo-Probleme und mangelndes Daten-Ownership mit sich bringt  Was Data Governance von Datenqualitäts-Management unterscheidet – und warum dieser Unterschied praktisch relevant ist Wie Loacker den Einstieg in das Thema strukturiert hat: von der Stakeholder-Analyse bis zum vierstufigen Vorgehensmodell Welche Rolle Sponsorship, interne Champions und strategische Kommunikation für den Erfolg solcher Initiativen spielen Warum Data Governance vor allem ein Change-Management-Thema ist – und was es braucht, damit daraus eine gemeinsame Haltung im Unternehmen wird  Über den Gast: Lisa Burger verantwortet bei Loacker den Bereich Corporate Data Governance & Quality Management und treibt dort den Aufbau einer unternehmensweiten Datenstrategie voran. 

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#802 KI für alle – wie Kärcher 14.000 Mitarbeitende zu KI-Nutzern gemacht hat

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 6, 2026 25:19


KI für alle: Das Kärcher-Modell für Finance & Controlling KI für alle – nicht nur für Experten. Mit dem „Gemini Rollout" hat Kärcher generative KI als virtuellen Assistenten für über 14.000 Mitarbeitende weltweit eingeführt – und damit Finance & Controlling grundlegend verändert. Dafür wurde Kärcher beim Congress der Controller 2026 für den Albrecht Deyhle Award for Controlling Excellence nominiert.

Stories from the River
How Business Intelligence Became Fundamental at Broad River | Stories from the River #357

Stories from the River

Play Episode Listen Later May 5, 2026 43:50


Watch on YouTube: https://youtu.be/2aPU-4PUXNk  Clarity, resilience, and a commitment to building the right systems can transform how an organization operates and grows. In this episode of Stories from the River, Charlie Malouf welcomes Lee Vang, Senior Business Intelligence Developer, to reflect on his journey at Broad River Retail and the pivotal role he played in rebuilding the company's business intelligence foundation. Joining during a time of significant transition, Lee shares how he stepped into a near non-existent BI environment and took on the challenge of creating the infrastructure needed to support leaders and Memory Makers with accurate, actionable data. Lee discusses the evolution of data-driven decision making across the organization, including the development of foundational tools like the HFC KPI and Truth Report, and the integration of modern platforms such as ThoughtSpot and Power BI. He highlights the importance of data integrity, system alignment, and making insights accessible across all levels of the business. Visit https://www.storiesfromtheriver.com for more episodes.    Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com    Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail 

Stories from the River
How Business Intelligence Became Fundamental at Broad River | Stories from the River #357

Stories from the River

Play Episode Listen Later May 5, 2026 43:50


Watch on YouTube: https://youtu.be/2aPU-4PUXNk  Clarity, resilience, and a commitment to building the right systems can transform how an organization operates and grows. In this episode of Stories from the River, Charlie Malouf welcomes Lee Vang, Senior Business Intelligence Developer, to reflect on his journey at Broad River Retail and the pivotal role he played in rebuilding the company's business intelligence foundation. Joining during a time of significant transition, Lee shares how he stepped into a near non-existent BI environment and took on the challenge of creating the infrastructure needed to support leaders and Memory Makers with accurate, actionable data. Lee discusses the evolution of data-driven decision making across the organization, including the development of foundational tools like the HFC KPI and Truth Report, and the integration of modern platforms such as ThoughtSpot and Power BI. He highlights the importance of data integrity, system alignment, and making insights accessible across all levels of the business. Visit https://www.storiesfromtheriver.com for more episodes.    Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com    Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail 

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#801 Resilient by Design – wie Börlind Strategie, Planung und Risiko zusammendenkt

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later May 5, 2026 23:40


Integrierte Unternehmenssteuerung – klingt nach Theorie. Bei Börlind ist es gelebte Praxis. Mit „Resilient by Design" hat Börlind sein Controllingsystem grundlegend neu ausgerichtet: Strategie, Planung und Risikomanagement als durchgängiger Steuerungskreislauf – und das als mittelständisches Unternehmen.

Explicit Measures Podcast
519: Tools & Strategies for Marketing Insights Integration

Explicit Measures Podcast

Play Episode Listen Later Apr 29, 2026 64:49


This week on Explicit Measures, we tackle a critical "last mile" problem in Business Intelligence: how do you add narrative context to Power BI reports when the storytellers aren't Power BI users? Our listener has built monthly snapshot reports delivered to multiple business units, but marketing leads need to annotate these reports with context before they reach their final audience. We explore the gap between data delivery and storytelling, challenge assumptions about tool selection, and discuss practical patterns for integrating qualitative commentary with quantitative metrics—without breaking your data governance or forcing non-technical users into unfamiliar platforms.Get in touch:Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.Visit PowerBI.tips: https://powerbi.tips/Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitipsSubscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVvSubscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083‎Check Out Community Jam: https://jam.powerbi.tipsFollow Mike: https://www.linkedin.com/in/michaelcarlo/Follow Tommy: https://www.linkedin.com/in/tommypuglia/

Arizona's Morning News
Doug Ressler, Manager of business intelligence at Yardi Matrix

Arizona's Morning News

Play Episode Listen Later Apr 29, 2026 6:49


A section of the housing market that has grown exponentially is "Build-to-rent" where homes are never sold, only rented to tenants. Now the federal government is looking to take action with legislation against "build to rent" housing, and Doug Ressleer, manager of business intelligence at Yardi Matrix, joins the show to break down this new and vital housing sector. 

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#800 Green Controlling Preis 2026 – wie Sartorius Nachhaltigkeit wirklich steuert

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Apr 29, 2026 21:42


Der Green Controlling Preis 2026 ging an Sartorius. Peer Brauer, Head of Finance & Controlling, hat gemeinsam mit seinem Team ein ESG Performance Management entwickelt, das Nachhaltigkeit konsequent in die Unternehmenssteuerung integriert. Im Interview spricht er darüber, wie das in der Praxis funktioniert – und was andere Unternehmen daraus lernen können. Mit dabei: Prof. Dr. Reinhold Mayer von der Péter Horváth Stiftung und ICV-Vorstandsvorsitzender Matthias von Daacke.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#798 Der Albrecht Deyhle Award 2026 – BASF gewinnt mit FOX

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Apr 28, 2026 22:52


KI im Controlling – viel versprochen, wenig geliefert? Nicht bei BASF. Mit FOX haben sie einen KI-Assistenten entwickelt, der Finance & Controlling wirklich verändert – in großem Maßstab und mit messbarem Nutzen. Dafür wurde BASF beim Congress der Controller 2026 mit dem Albrecht Deyhle Award for Controlling Excellence ausgezeichnet.  Im Interview berichten das BASF-Team und Jury-Vorsitzender Prof. Dr. Utz Schäffer, wie FOX entstanden ist – und was andere Unternehmen davon mitnehmen können.  Einmal im Jahr zeichnet der ICV Internationaler Controller Verein vorbildliche und praxisnahe Controlling-Lösungen mit dem „Albrecht Deyhle Award for Controlling Excellence" aus. Vorsitzender der Fachjury ist Prof. Dr. Utz Schäffer von der WHU Otto Beisheim School of Management in Vallendar.   

Software Engineering Radio - The Podcast for Professional Software Developers
SE Radio 717: Eric Tschetter on Decoupling Observability

Software Engineering Radio - The Podcast for Professional Software Developers

Play Episode Listen Later Apr 23, 2026 60:13


In this episode, host Amey Ambade sits with Eric Tschetter, co-founder of Apache Druid and Chief Architect at Imply, to dissect the critical move toward Decoupling Observability. To begin, they define three pillars—logs, metrics, and traces—and consider why the rise of microservices has made traditional, tightly coupled stacks a major source of pain. Such coupled systems can lead to issues such as vendor lock-in, prohibitive scaling costs, and operational complexity. Drawing parallels to the Business Intelligence world's separation, Tschetter presents an architectural solution with four distinct layers: Ingest/Route, Data Storage, Query/Compute, and Visualization. This framework aims to provide flexibility to combat the limitations of monolithic observability tools. The conversation moves into the practical challenges and significant benefits of this decoupled model, focusing heavily on data portability and the role of technologies such as OpenTelemetry in standardizing schemas so that data can flow freely between multiple back-ends. A significant portion of the discussion is dedicated to the Query/Compute layer, specifically how Apache Druid addresses the unique demands of real-time analytics on observability data, including indexing strategies and unifying results across hot and cold storage. They also delve into operational survival, covering critical topics like smart sampling to preserve high-value signals, best practices for buffering and backpressure, and the governance models required for multiple teams to safely access the same data lake. The episode concludes with an honest look at the complexity trade-offs and a roadmap for organizations considering a migration from a coupled vendor stack.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

2007 startete Hamburg voller Optimismus: Die Elbphilharmonie sollte ein Wahrzeichen werden – für 186 Millionen Euro, fertig in wenigen Jahren. Was folgte, ist bekannt: unklare Verträge, verschwommene Zuständigkeiten, explodierende Kosten auf rund 866 Millionen Euro, Eröffnung erst 2017 – fast zehn Jahre zu spät.  Bei BI-Projekten erleben wir dasselbe Muster. Ausschreibungen ohne Vorgespräch. Ziele wie „mehr Transparenz" – aber niemand, der festlegt, was das konkret bedeutet. Projekte starten mit falschen Erwartungen, Anforderungen verschieben sich, Kosten steigen.  In diesem Impuls spricht Peter Bluhm darüber, warum die Grundlagen über Erfolg oder Scheitern eines BI-Projekts entscheiden – und wie eine gute Beratung gemeinsam mit dem Kunden genau diese Grundlagen schafft, bevor es teuer wird.

GreenBook Podcast
169 - The Data Behind Diehard Fans: Mets Insights Unpacked

GreenBook Podcast

Play Episode Listen Later Apr 13, 2026 47:02


What does it take to turn millions of fan interactions into meaningful insight? In this episode, host Karen Lynch sits down with Craig Swaisgood, VP of Data, Analytics & Business Intelligence for the New York Mets, to explore the intersection of data, fandom, and experience design.Craig shares how his team blends behavioral data, survey insights, and segmentation to understand what truly drives fan engagement—while navigating the emotional highs and lows that define sports fandom. From lagging indicators like ticket sales to real-time fan feedback at Citi Field, this conversation reveals how data informs decisions across marketing, operations, and strategy.It's a compelling look at how insights professionals can balance logic and emotion to create experiences that resonate—whether you're in sports or any customer-centric industry.Key Discussion Points:The Emotional Complexity of Fandom Why sports fans defy traditional logic—and how data teams account for emotional volatility in insightsFrom Data to Experience Design How the Mets use behavioral, demographic, and psychographic data to shape fan experiencesSegmentation That Goes Beyond Demographics Building personas based on motivations, behaviors, and life context—not just who fans are, but why they engageLagging Indicators & the Long Game Why ticket sales and sentiment don't shift instantly—and what that means for interpreting performanceThe Say-Do Gap in Action Fans may complain—but their behavior tells a different story (and data reveals the truth)Resources & Links:New York Mets Official WebsiteCiti Field InformationMLB Fan Experience InsightsYou can reach out to Craig Swaisgood on LinkedIn.Many thanks to Craig Swaisgood for being our guest. Thanks also to our production team and our editor at Big Bad Audio.

The Full Desk Experience
FDE Express | Why 2026 Isn't the Year of AI — It's the Year of Operations

The Full Desk Experience

Play Episode Listen Later Apr 2, 2026 14:02


Is AI creating advantage—or exposing inefficiency at scale? Kortney Harmon breaks down why 2026 won't be defined by better tools, but by better operations.As growth slows and teams shrink, firms can't outwork broken systems. Fragmented data, bloated tech stacks, and unclear workflows are quietly draining productivity—and AI is only accelerating the problem. The firms pulling ahead are doing less, better: integrating systems, tightening workflows, and turning scattered data into operational clarity.Discover why operational discipline—not more technology—is what will separate scalable firms from stagnant ones in 2026.______________________Follow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Bulletproof Dental Practice
Can Membership Plans Replace Insurance?

Bulletproof Dental Practice

Play Episode Listen Later Mar 25, 2026 54:56


The Bulletproof Dental Podcast Episode 429 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak GUEST: Jim Higgins DESCRIPTION Jim Higgins, CEO of Clerri, shares insights on industry trends, membership models, and disruptive strategies in dentistry. This conversation explores how technology, AI, and innovative business models are transforming patient engagement and practice growth. TAKEAWAYS Industry trends in dentistry Membership and patient loyalty strategies Role of AI and technology in practice management CHAPTERS 00:00 Introduction and Background of Jim Higgins 02:47 The Evolution of Patient Engagement in Dentistry 05:45 The Shift from Insurance to Membership Models 08:28 Personal Experiences and Insights on Dental Care 11:21 Disrupting the Dental Insurance Model 14:04 The Value of Membership Plans in Dentistry 17:07 Understanding Consumer Behavior in Dental Care 20:00 Building a New Patient Engagement Strategy 23:02 The Future of Dental Memberships and Technology 26:52 Transforming Dental Insurance into Membership Benefits 31:39 Leveraging Technology for Enhanced Patient Engagement 38:29 The Psychology of Selling in Dentistry 43:14 Harnessing AI for Business Intelligence in Dentistry 47:52 Overcoming Resistance to Change in Dental Practices 54:10 Outro REFERENCES Bulletproof Summit Bulletproof Mastermind Clerri

The Data Chief
How a Serial CDAO Scales AI in Insurance with Verisk

The Data Chief

Play Episode Listen Later Mar 11, 2026 46:57


Discover how enterprise AI and data strategy are operationalized at scale in one of the most highly regulated industries in the world. Louis DiModugno, Global Chief Data Officer at Verisk, shares how he builds AI-ready data foundations across 40+ petabytes of insurance and risk data, and the best practices behind embedding AI into enterprise products. He discusses unstructured data, deepfakes, and the shift from governance to observability, offering practical insights for data leaders scaling AI responsibly. Key Moments: From Military Leadership to Chief Data Officer: Data Integrity as a Competitive Advantage (03:02): Louis shares how his experience as a U.S. Air Force Colonel has shaped his approach to data governance, data quality, and enterprise AI leadership. He explains why integrity, service, and operational excellence are essential foundations for modern CDOs building trusted, decision-ready data environments. Building AI-Ready Data Foundations at a 40+ Petabyte Scale (17:13): Managing more than 40 petabytes of insurance and risk data, Louis breaks down how Verisk transforms complex, multi-source data into AI-ready infrastructure. From entity resolution and master data management to benchmarking and predictive analytics, he outlines what it takes to prepare enterprise data for AI and advanced analytics at scale. Designing an AI-First Data Strategy for Enterprise Decision Intelligence (20:00): Louis breaks down how Verisk evolved toward an AI-first data strategy across more than 150 insurance and analytics products. Rather than treating AI as an add-on, he explains how embedding AI into core workflows enables smarter underwriting, pricing, regulatory reporting, and risk management. He also discusses the strategic role ThoughtSpot plays in delivering natural language search, embedded analytics, and scalable AI-driven decision making. AI Fraud, Deepfakes, and Risk Management in Financial Services (26:11): As AI-generated images and synthetic claims become more sophisticated, Louis discusses how the insurance industry is combating deepfake fraud and AI-driven manipulation. He shares best practices around AI risk management, vendor partnerships, and regulatory collaboration to protect policyholders and maintain trust. Unstructured Data and AI: Why Governance Still Matters (29:28): Louis explores how expanding beyond structured data is reshaping enterprise AI. He explains why incorporating unstructured data into vector databases, graph models, and knowledge systems can significantly improve model accuracy and decision confidence. At the same time, he emphasizes that stronger governance (or observability as he reframes it) is essential as organizations scale AI across regulated industries. Key Quotes: “The more data that you bring to the equation, the more elements that you have in the algorithm, the higher level of accuracy you should be able to reach with your outcomes.” - Louis DiModugno “I've tried to move away from using the word governance as much as I like to use the word observability, because I really think observability shows more aspects of what it is that we are doing with the data.” - Louis DiModugno “The underlying aspect of what ThoughtSpot's delivering to them is our insights that not only give them their answer, but also give them insights that maybe they weren't looking specifically for. One of the big benefits of ThoughtSpot is that it's trying to anticipate what you're asking for.” - Louis DiModugno “We've partnered with ThoughtSpot, which brings AI embedded within its product. By having our data available through the data sets that we populate through the ThoughtSpot products, we've got the opportunity to utilize Spotter and the natural language processing capabilities to interact with the data, so that you can ‘talk with your data'.” - Louis DiModugno Mentions From Months to Weeks: How Verisk Scaled Embedded Analytics Breaking Down Digital Media Fraud for Claims in the AI Era Randy Bean's 2026 AI & Data Leadership Executive Benchmark Survey Guest Bio  Louis DiModugno brings more than 20 years of career experience in data and analytics to his new role. He has held several leadership positions in insurance and (re)insurance at firms including The Hartford and AXA US, where he served as the company's inaugural Chief Data & Analytics Officer. Most recently, DiModugno pioneered the role of Chief Data and Technology Officer for Hartford Steam Boiler. Before entering the private sector, DiModugno served with distinction as a Colonel in the U.S. Air Force and Air Force Reserves. He has held teaching positions at Rensselaer Polytechnic Institute, and he currently serves on the Chief Data Officer Advisory Council for the George Mason University School of Business. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

American Conservative University
5 AI CEOs Just Said The Same Thing

American Conservative University

Play Episode Listen Later Mar 6, 2026 23:44


5 AI CEOs Just Said The Same Thing Five of the most powerful people in artificial intelligence just said the same thing in the same month. They didn't make handwavy vague statements — they all agreed on the same direction, the same timelines, the same warnings. Five CEOs who are actively competing against each other, spending hundreds of billions, all converging on one message. Key points: • What Sam Altman, Jensen Huang, Sundar Pichai, Satya Nadella, and Elon Musk all said • Why competitors are suddenly agreeing • The timeline they're all pointing to • What this convergence means for the future Watch this video at-  https://youtu.be/kMivoKHHkxQ?si=I1ERQG-imaL7UPSy Farzad 383K subscribers 761,083 views Feb 2, 2026 #elonmusk #FSD #twitter Buy my book: https://a.co/d/03deuZWF --- --- Rebellionaire: https://www.rebellionaire.com/farzad Join my exclusive community: https://farzad.fm Buy Matic: https://maticrobots.com/?utm_term=FRI... Use Descript to edit your videos: https://descript.cello.so/5G6jmxS0qeP Wrap your Tesla using TESBROS: https://partners.tesbros.com/FARZADME... Get $100 off Matic Robots: https://maticrobots.refr.cc/active-cu... Use my referral link to purchase a Tesla product https://ts.la/farzad69506 Want to grow your YouTube channel? DM David Carbutt For 10% discount quote ‘Farzad' https://x.com/DavidCarbutt_ I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions. Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019. I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice. I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice. -- Five of the world's most powerful AI leaders just made the same prediction about what's coming next. Sam Altman (OpenAI), Sundar Pichai (Google), Satya Nadella (Microsoft), Jensen Huang (NVIDIA), and Elon Musk (xAI/Tesla) are converging on a timeline most people aren't ready for. In this video, I break down exactly what these CEOs said, why they're all saying it NOW, and what it means for your job, your investments, and the economy. Topics covered: • AGI timeline predictions from 5 tech giants • Why 2025-2027 keeps coming up • The convergence of AI + robotics + energy • What the "intelligence too cheap to meter" future looks like • How to position yourself before the wave hits I've been covering Tesla and AI for 14 years. This is the most important shift I've ever seen. NFA.  

IT Visionaries
How the Office of the CFO Is Becoming AI-Powered

IT Visionaries

Play Episode Listen Later Mar 5, 2026 49:20


Compliance and regulatory reporting used to mean endless spreadsheets, fragmented data sources, and teams drowning in manual work. Today, AI is transforming how the world's largest companies manage financial reporting, sustainability disclosures, and audit workflows—not by replacing humans, but by giving them time back to do strategic work. In this episode of IT Visionaries, host Chris Brandt sits down with Kim Huffman, CIO of Workiva, the platform used by 85% of the Fortune 100 for critical financial and compliance reporting. Kim shares her unique perspective as both a former Workiva customer and now the CIO steering the company into an AI-powered future. They explore how the office of the CFO is evolving under pressure from new sustainability regulations, how AI governance actually works in practice, and why collaboration between IT, finance, sustainability, and risk teams has become essential. Kim also discusses the changing role of the CIO, the coming wave of autonomous agents in the workplace, and why having more data doesn't always mean making better decisions.   Key Moments: 00:58 – The State of Compliance Today 02:18 – Why Standards and Regulations Matter 05:48 – The Complexity of Global Compliance 07:36 – Data Collection Across Teams 08:36 – Single Source of Truth 10:20 – The Sustainability Data Challenge 13:36 – The Endless Spreadsheet Problem 16:12 – What's Driving the CFO Office 19:46 – AI's Strategic Role at Workiva 23:02 – Beyond Repetitive Tasks 25:20 – Transforming How Teams Work 27:03 – Will AI Replace Jobs or Create Capacity? 30:00 – Measuring AI's Business Impact 33:06 – Speed vs. Data Overload 36:25 – The Evolving Role of the CIO 40:00 – Technology Leadership in Transition 43:09 – The Next Five Years for CIOs 46:14 – Managing the Coming Wave of AI Agents 50:02 – AI Will Create Its Own Security Industry 52:26 – The Sustainability Reporting Reality 55:31 – Resource Constraints and AI Consumption 57:34 – Why ESG Data Is Now Critical Business Intelligence 59:23 – Keeping NPS High While Innovating   -- This episode of IT Visionaries is brought to you by Meter - the company building better networks. Businesses today are frustrated with outdated providers, rigid pricing, and fragmented tools. Meter changes that with a single integrated solution that covers everything wired, wireless, and even cellular networking. They design the hardware, write the firmware, build the software, and manage it all so your team doesn't have to.That means you get fast, secure, and scalable connectivity without the complexity of juggling multiple providers. Thanks to meter for sponsoring. Go to meter.com/itv to book a demo.---IT Visionaries is made by the team at Mission.org. Learn more about our media studio and network of podcasts at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Tech Blog Writer Podcast
SmartRecruiters On Turning AI Experiments Into Business Outcomes

The Tech Blog Writer Podcast

Play Episode Listen Later Mar 4, 2026 27:53


Is 2026 the year AI finally has to prove it is worth the investment? In this episode, I'm joined by Chris Riche-Webber, VP of Business Intelligence and Analytics at SmartRecruiters, to explore why so many AI and agentic AI initiatives stall after the pilot phase and what separates the projects that scale from the ones that quietly disappear. With Gartner predicting that more than 40 percent of agentic AI programs could be cancelled by 2027, Chris brings a pragmatic, data-led perspective on what is really happening inside organizations as the hype meets operational reality. We talk about the fundamentals that have not changed despite the new technology. Influence, clearly defined problems, measurable impact, and adoption still determine success, yet they are often overlooked in the rush to deploy the latest tools. Chris explains why "good vibes" are no longer enough in front of a CFO, how to baseline outcomes properly, and why ownership of results is one of the most common missing pieces in enterprise AI programs. A big part of the conversation focuses on what Chris calls the "agent washing" problem. Just as products are sometimes marketed with fashionable labels that do not reflect their real value, many solutions are being positioned as agentic without delivering true autonomy or business outcomes. We discuss how leaders can cut through the noise by asking better questions, aligning technology to specific use cases, and recognizing when simple automation is the right answer. Trust, adoption, and measurable ROI emerge as the three signals that determine whether an AI initiative survives. Chris shares a clear framework for defining these signals in a way that is consistent, comparable over time, and meaningful to the executive team. We also explore how connecting talent decisions to revenue, productivity, and retention changes the conversation, especially in the context of SmartRecruiters' broader SAP ecosystem and the opportunity to link people data directly to business performance. This is a conversation about moving from experimentation to accountability, from buying narratives to solving real problems, and from technology-first thinking to outcome-first leadership. So as the window for easy wins closes and the demand for proof of value grows, will your AI strategy be remembered as a pilot that generated excitement or as an initiative that delivered measurable business impact?

Unofficial QuickBooks Accountants Podcast
QuickBooks February 2026 Releases: Bank Feeds, AI Deductions, and IES Construction Tools

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Feb 26, 2026 59:35


Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes

The Agile World with Greg Kihlstrom
#788: Year-end review with Greg Kihlström, The Agile Brand

The Agile World with Greg Kihlstrom

Play Episode Listen Later Dec 24, 2025 15:43


In this episode I'm going to do something a little different. As we wind down for the year, we're going to be running some of our favorites from 2025 until the new year begins.Let's take a look back at some of the overall themes discussed and point out a few highlights for me. I won't be able to highlight everything of course but I found 5 themes really interesting. And, I won't lie - I had a little help from AI in doing this. But that's also kind of the point. We have all been using AI to do things to make our work easier, and I thought that poring through 150+ episodes recorded over 12 months is a perfect thing to have AI help me with. About Greg Kihlström Greg Kihlström is a best-selling author, speaker, and entrepreneur, and serves as an advisor and consultant to top companies on marketing technology, marketing operations, and digital transformation initiatives. He has worked with some of the world's top brands, including Adidas, Coca-Cola, FedEx, HP, Marriott, Nationwide Insurance, Victoria's Secret, and Toyota. He is a multiple-time Co-Founder and C-level leader, leading his digital experience agency to be acquired in 2017, successfully exited an HR technology platform provider he co-founded in 2020, and led a SaaS startup to be acquired by a leading edge computing company in 2021. He currently advises and sits on the Board of a marketing technology startup.In addition to his experience as an entrepreneur and leader, he earned his MBA, is currently a doctoral candidate for a DBA in Business Intelligence, and teaches several courses and workshops as a member of the School of Marketing Faculty at the Association of National Advertisers. He has served on the Virginia Tech Pamplin College of Business Marketing Mentorship Advisory Board, the University of Richmond's CX Advisory Board, and was the founding Chair of the American Advertising Federation's National Innovation Committee.  Greg is Lean Six Sigma Black Belt certified, is an Agile Certified Coach (ICP-ACC), and holds a certification in Business Agility (ICP-BAF).  Greg Kihlström on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Resources The Agile Brand Podcast: https://www.gregkihlstrom.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

The Agile World with Greg Kihlstrom
#788: Year-end review with Greg Kihlström, The Agile Brand

The Agile World with Greg Kihlstrom

Play Episode Listen Later Dec 24, 2025 13:13


In this episode I'm going to do something a little different. As we wind down for the year, we're going to be running some of our favorites from 2025 until the new year begins.Let's take a look back at some of the overall themes discussed and point out a few highlights for me. I won't be able to highlight everything of course but I found 5 themes really interesting. And, I won't lie - I had a little help from AI in doing this. But that's also kind of the point. We have all been using AI to do things to make our work easier, and I thought that poring through 150+ episodes recorded over 12 months is a perfect thing to have AI help me with. About Greg Kihlström Greg Kihlström is a best-selling author, speaker, and entrepreneur, and serves as an advisor and consultant to top companies on marketing technology, marketing operations, and digital transformation initiatives. He has worked with some of the world's top brands, including Adidas, Coca-Cola, FedEx, HP, Marriott, Nationwide Insurance, Victoria's Secret, and Toyota. He is a multiple-time Co-Founder and C-level leader, leading his digital experience agency to be acquired in 2017, successfully exited an HR technology platform provider he co-founded in 2020, and led a SaaS startup to be acquired by a leading edge computing company in 2021. He currently advises and sits on the Board of a marketing technology startup.In addition to his experience as an entrepreneur and leader, he earned his MBA, is currently a doctoral candidate for a DBA in Business Intelligence, and teaches several courses and workshops as a member of the School of Marketing Faculty at the Association of National Advertisers. He has served on the Virginia Tech Pamplin College of Business Marketing Mentorship Advisory Board, the University of Richmond's CX Advisory Board, and was the founding Chair of the American Advertising Federation's National Innovation Committee.  Greg is Lean Six Sigma Black Belt certified, is an Agile Certified Coach (ICP-ACC), and holds a certification in Business Agility (ICP-BAF).  Greg Kihlström on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Resources The Agile Brand Podcast: https://www.gregkihlstrom.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.