Podcasts about business processes

Collection of related, structured activities or tasks that produce a specific service or product for a particular customer or customers

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Best podcasts about business processes

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Latest podcast episodes about business processes

The Uncapped Photographer Podcast
Do I Need to Book More Before Changing My Systems & Pricing?

The Uncapped Photographer Podcast

Play Episode Listen Later May 9, 2025 12:46


Learn more about Uncapped and Apply HERESummaryIn this episode, Christa discusses the critical decision photographers face between focusing on marketing or refining their business processes. She emphasizes the importance of establishing sustainable practices before scaling, highlighting the pitfalls of scaling a broken process. Christa advocates for a full-service approach that enhances client experience and value, while also addressing common mindset blocks that prevent photographers from making necessary changes. The conversation provides actionable insights for photographers looking to build a sustainable and profitable business.TakeawaysPhotographers often struggle with whether to market or refine processes first.Scaling a broken process can lead to confusion and burnout.A full-service approach adds value beyond just digital images.Setting clear pricing and processes is essential for sustainability.Mindset blocks can prevent photographers from making necessary changes.Incentives like gift cards can help attract clients while maintaining value.It's important to shift pricing and processes without waiting for the perfect moment.Building a business that aligns with your values is crucial for long-term success.Less is more; focusing on fewer clients can lead to higher profits.Clientele may shift over time, and that's a normal part of growth.Want to learn more about Uncapped?Learn more about Uncapped and Apply HEREThanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

The Lazy CEO Podcast
Business Process Outsourcing: An On-Shore Solution

The Lazy CEO Podcast

Play Episode Listen Later May 5, 2025 30:00


Why is collaborating with local and state governments important for businesses in rural areas? Chuck Ruggiero, a seasoned professional in the outsourcing industry with a background in programming, has been a pivotal figure in bringing jobs back to the United States through rural outsourcing. He believes in harnessing the potential of local talent while maintaining high global standards, a vision he continues to pursue as CEO of Optomi Professional Services. Ruggiero advocates for the value of rural outsourcing in the US, emphasizing its role in cultivating an efficient IT workforce by training local communities, veterans, and professionals to fill the talent gaps often overlooked. His approach, which includes strategic partnerships with local governments and a focus on nearshore services, demonstrates a sustainable model that enhances operational efficiency, reduces costs, and revitalizes rural areas by providing comprehensive consulting solutions. Key Takeaways: Outsourcing involves finding talent that may not be available in-house or seeking lower-cost talent Investing in rural talent by training them to progress from tier 1 to tier 4 support roles has been a successful strategy. Recruiting veterans from nearby military bases to transition into technical support roles is a key strategy Understanding key performance indicators (KPIs) is crucial for providing tailored solutions to clients The company offers various services including staff augmentation, professional services, and managed services Starting a class A business in rural America can be challenging but offers job opportunities Collaboration with local and state governments is crucial for the success and growth of businesses in rural America More from Chuck Ruggiero Chuck Ruggiero is the CEO of Optomi Professional Services, a purpose-driven technology talent provider composed of Optomi and Provalus. With over two decades of executive leadership, Chuck is known for transforming operations and scaling companies into industry leaders. His tenure includes launching Provalus, guiding Optomi's explosive growth, and driving U.S.-based outsourcing initiatives that rival offshore alternatives. A seasoned strategist and operator, Chuck has led exponential growth across four major firms—one of which went public—and brings blue-chip experience to every initiative he touches. He's a master of business transformation, operational excellence, and market expansion, with deep expertise in M&A, succession planning, and executive coaching. Chuck's leadership philosophy blends entrepreneurial spirit with operational rigor. From overseeing global delivery teams to advising C-suites and boards, he has consistently delivered measurable, sustainable results. With a sharp focus on financials and a passion for building world-class cultures, Chuck is as committed to the bottom line as he is to purpose-driven innovation. Outside the boardroom, he's a DIY enthusiast and self-described “closet coder.” A board member of The TGB Foundation and a longtime supporter of initiatives that uplift underserved communities, Chuck channels his success toward creating meaningful, lasting impact across America. Website: https://www.optomi.com/ LinkedIn: https://www.linkedin.com/in/charlesruggiero/   If you are an experienced CEO looking to grow your company, visit https://www.TheCEOProject.com   You can also reach Jim by email: Jim@TheCEOProject.com   LinkedIn: @theceoproject Instagram: @the_ceoproject Twitter/X: @the_CEO_Project Facebook:  @IncCEOproject

Figure 8
From Daycares to Dynasties with Victoria Sopik

Figure 8

Play Episode Listen Later May 1, 2025 31:28 Transcription Available


Send us a textEntrepreneurs, listen up. Amplify Your Voice 2025, the financial edition is where you need to be. Brought to you by Canadian Small Business Women, a place for entrepreneurs to find the resources to take their businesses to the next stage. You'll learn from incredible keynote speakers and leave feeling more confident about your financial future. From getting clarity on building your stock portfolio to real estate investment, this event will be the perfect place to get the tools to level up your finances And the perks? They're good. Every guest gets a free professional headshot, a swag bag, and lunch. And most importantly, endless connections with like-minded entrepreneurs. This event isn't just for women, it's for everyone. Get your tickets today. Victoria Sopik shares her journey from founding Kids & Company to growing it into a childcare empire with over 150 locations across North America while disrupting corporate childcare services and raising eight children of her own.Victoria Sopik is first and foremost the mother of eight children and grandmother of many. The CEO and Co-founder's experiences as a working mother and devoted parent have allowed her to disrupt corporate child care in Canada and the US. Victoria is a recognized expert in the field with over three decades of experience and a reputation for innovating through changing times. Her expertise provides strategic direction and leadership for the company. She has developed successful long-term partnerships with numerous private and public organizations, and is active with several charitable organizations.You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals. Watch for the Big Gorgeous Goals: Official Workbook coming March 2025.What did you think of this conversation? We'd love if you'd rate or review our show!

The Secret Sauce of Outsourcing
7 Reasons the Philippines Is the World's Business Process Outsourcing Giant

The Secret Sauce of Outsourcing

Play Episode Listen Later Apr 23, 2025 16:31


Ever wonder why the whole world's outsourcing to the Philippines now? There's a reason. Actually... there are seven solid reasons—and one more that might matter a lot more than you think.Outsourcing used to mean India. Not anymore. In 2010, everything changed—and the Philippines quietly became the global leader in business process outsourcing.I've hired over 50 full-time Filipino workers. I've seen firsthand why they outperform, outlast, and flat-out care more than anything I ever got from freelancers or agencies.So what makes the Philippines the best-kept secret in global hiring—and how did it become the world's outsourcing giant?In this episode, I'm breaking down the 7 core reasons businesses are shifting their outsourcing to the Philippines—and the bonus reason that might be even more important for your team:

Coffee w/#The Freight Coach
1181. #TFCP - Going All In On YOU!

Coffee w/#The Freight Coach

Play Episode Listen Later Apr 22, 2025 32:29 Transcription Available


Eileen Dabrowski is back on the show to talk about her consulting business and the benefits of entrepreneurship in the logistics industry! Eileen emphasizes continuous self-improvement and developing efficient work routines such as setting manageable goals, tracking progress, using resources, having scalable sales strategies for sustainable growth, and focusing on process implementation, leadership development, and documentation in consulting! Tune in for more valuable business strategies!   About Eileen Dabrowski Eileen has a PhD, ABD from the University of South Florida in Curriculum & Instruction and is a leader and member of the Werner Enterprises Learning & Development Team. Eileen has been in the transportation/logistics industry since 2016 and oversees the development and facilitation of sales and account management enterprise-wide training programs, new employee onboarding, leadership development, employee culture, morale, and retention. She has a passion for company philanthropy initiatives and works hard to maintain and improve employee culture and morale to drive workforce efficiency and employee satisfaction.  Eileen serves the Chair of the TMSA DEI Task Force and is on the TMSA BOD, as well as the Chair of the TIA Programs Committee and is a proud member of the TIA Foundations Board. Outside of work, Eileen lives with her spouse and 4 dogs in Tampa and enjoys traveling, staying active, and volunteering in the community. Running, boxing, lifting weights, surfing, and reading are some of Eileen's favorite self-care activities.  

What's Your Baseline? Enterprise Architecture & Business Process Management Demystified
Ep. 89 — Business Process Management Trends: Zbigniew Misiak

What's Your Baseline? Enterprise Architecture & Business Process Management Demystified

Play Episode Listen Later Apr 21, 2025 48:20


Having the “Oracle of BPM” on the show? Yes, please.Even though our guest, Zbigniew Misiak, denies that, the role he is playing is an important one for our little industry. He is one of the few who bring together the different ideas and trends that are hot every year. We were genuinely interested in speaking with him about what he learned over the years and where he sees the ship sailing. And on top of it, he turned around the roles and interviewed us for parts of the show …Zbigniew is a BPM consultant at the BOC Group, where he also takes care of the community of their free Business Process Analysis tool (the “Community Edition”). As a part of his job, he is also working with other BPM vendors in BPMN Model Interchange Working Group. You can learn more about that effort in the “Making BPMN a true lingua franca” article on BPTrends. Zbigniew has the privilege of working with a team of great BPM experts creating a new version of the OMG Certified Expert in BPM exam and participating in BPMN, CMMN and DMN task forces. From time to time, he also runs BPM courses at various universities in Poland. I also offer courses on Udemy such as BPMN for business analysts.And since he doesn't have other things to do in his spare time, he is also currently co-authoring a book about BPM, which will come out later this year.In this episode of the podcast, we are talking about:Zbigniew's backgroundThe history of the BPM Skills questionnaire since 2016Some topics from this year's versionThe “state of BPM” — trends and patternsInvolvement of people and staging of ideasThe example of a logistics company / InPost (also in the “additional information” section)You can find Zbigniew's blog at bpmtips.com and reach him from there.Please reach out to us by either sending an email to hello@whatsyourbaseline.com or sign up for our newsletter and get informed when we publish new episodes here: https://www.whatsyourbaseline.com/subscribe/.

Figure 8
The Art of Business Delegation with Marla Coffin

Figure 8

Play Episode Listen Later Apr 17, 2025 38:40 Transcription Available


Send us a textEntrepreneurs, listen up. Amplify Your Voice 2025, the financial edition is where you need to be. Brought to you by Canadian Small Business Women, a place for entrepreneurs to find the resources to take their businesses to the next stage. You'll learn from incredible keynote speakers and leave feeling more confident about your financial future. From getting clarity on building your stock portfolio to real estate investment, this event will be the perfect place to get the tools to level up your finances And the perks? They're good. Every guest gets a free professional headshot, a swag bag, and lunch. And most importantly, endless connections with like-minded entrepreneurs. This event isn't just for women, it's for everyone. Get your tickets today. Marla Coffin has cracked the code, creating six vertically integrated companies while stepping back to focus purely on strategy and growth. In this episode, she reveals how she built and stepped back from six vertically integrated businesses to focus on strategy and growth while others handle daily operations.Marla Coffin is a seasoned entrepreneur, business strategist, and mom to three wonderful girls. She owns six vertically integrated businesses and 18 months ago, stepped back from daily operations to focus on strategy and leadership coaching. Now, she helps business owners scale with structure and confidence, drawing from her deep experience in business ownership, vertical integration, and strategic hiring.Marla specializes in guiding entrepreneurs beyond the operational grind so they can focus on growth and long-term success. She works across industries, tackling the common roadblocks that hinder both small and mid-sized businesses. Her strategic approach helps businesses build the foundations they need to scale, creating systems that drive efficiency and profitability.  Spending the bulk of her time on this allows Marla to operate at her highest and best use and share her knowledge with other business owners.  Her mission is simple: to help business owners break free from operational overwhelm and take their companies to the next level.You can learn more about Marla's company MARDA Management on their website.You can can connect with Marla on LinkedIn.You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals. Watch for the Big Gorgeous Goals: Official Workbook coming March 2025.What did you think of this conversation? We'd love if you'd rate or review our show!

Garlic Marketing Show
Adi Klevit on Why AI is Not a Shortcut to Success and Why You Still Need Systems to Improve Business Processes

Garlic Marketing Show

Play Episode Listen Later Apr 16, 2025 22:24


AI isn't here to replace you! it's here to make you better. But only if you know how to use it the right way.Meet Adi Klevit, CEO and Founder of Business Success Consulting Group, where she helps businesses document, optimize, and implement processes for long-term growth. She's here to break down how AI can improve your systems, streamline training, and challenge your thinking to help you scale faster.If you're overwhelmed by AI tools and don't know where to start, this episode will help you take control, use AI effectively, and drive your business forward.What You'll Learn:The Right (and Wrong) Ways to Use AI in BusinessHow AI Can Become Your Strategic Thinking PartnerWhy AI Won't Replace Jobs—but Will Change ThemHow to Use AI to Build Better Training and ProcessesConnect with Adi Klevit:Website - https://bizsuccesscg.com/Linkedin - https://www.linkedin.com/in/adiklevit/Resources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Book a Discovery Call Today with Our ExpertsSubscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

The Crexi Podcast
From Wakeboarding to Warehouses: Nick Jones' CRE Investing Journey

The Crexi Podcast

Play Episode Listen Later Apr 16, 2025 60:01


This episode focuses on the value of hard work, successful investment strategies, and Florida CRE market trends with Nick Jones, Founder of Alakai Capital.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode of The Crexi Podcast, Shanti Ryle, Director of Content Marketing at Crexi, sits down with Nick Jones as he shares his journey from professional wakeboarding to an impressive career in commercial real estate. With over 20 years of experience, Nick elaborates on how the disciplines of sports have influenced his business mindset. The discussion covers a wide range of topics including the growth and management of Alaki Capital, diverse investment strategies, the impact of macroeconomic factors like inflation and interest rates, and the importance of relationships with brokers and tenants.Nick also touches on the challenges and opportunities within different asset classes such as industrial, retail, and medical office spaces, and provides insights into the evolving market dynamics in Florida and beyond. Introduction to The Crexi PodcastMeet Nick Jones: From Wakeboarding to Real EstateNick's Early Career and InfluencesFirst Deals and Raising CapitalBuilding Alakai CapitalScaling the Business: Processes and ChallengesThe Importance of Broker RelationshipsLeveraging Broker RelationshipsInvestment Strategies and Risk ManagementFlorida's Real Estate Market DynamicsAsset Classes and Market TrendsRapid Fire Questions and Closing Remarks About Nick Jones:Nick Jones has been involved in commercial real estate management, investment, development and brokerage for over 20 years. Each industry role has added perspective, introducing various angles and strategies to evaluate each opportunity Alakai Capital pursues. Currently he is CEO while managing acquisitions, development and capital markets. During his career he has underwritten and purchased over 70 commercial investments and/or developments, representing over $250MM of value. He currently oversees 800k+ square feet of industrial, retail, office, and medical office.Nick graduated summa cum laude from the University of Central Florida while concurrently participating on the World Tour as a Professional Wakeboarder, making podium at Worlds in 2011. He is an active member of ULI, ICSC and NAIOP. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Indonesia Digital Marketing Podcast - Ryan Kristo Muljono
How to Identify Which Business Processes to Automate First

Indonesia Digital Marketing Podcast - Ryan Kristo Muljono

Play Episode Listen Later Apr 10, 2025 14:21 Transcription Available


Send us a textAutomasi adalah kunci untuk meningkatkan efisiensi dan produktivitas bisnis Anda. Tapi, bagaimana cara menentukan proses mana yang harus diotomasi terlebih dahulu? Di episode ini, Ryan Kristo Muljono dari ToffeeDev membahas langkah-langkah praktis untuk mengevaluasi dan memprioritaskan automasi berdasarkan dampaknya terhadap efisiensi dan ROI. Dengarkan sekarang dan mulai transformasi bisnis Anda!coba infinileads gratis sekarang! https://infinileads.id/

Coffee w/#The Freight Coach
1171. #TFCP - How To Manage High-Value & Time-Sensitive Freight!

Coffee w/#The Freight Coach

Play Episode Listen Later Apr 8, 2025 31:00 Transcription Available


In today's episode, CJ Johnson shares his successful journey in the transportation industry, from being a salesperson to becoming a successful serial entrepreneur with five logistics companies! CJ talks about his growth strategy, emphasizing the importance of establishing solid business systems and processes before launching new ventures, vital client relationship management and risk assessment in navigating new freight niches, and his perspective on the hybrid future in logistics, blending technology with personal connections!   About Charles “CJ” Johnson CJ Johnson graduated with a B.S. in Math and Computer Science from Loyola University of Chicago in 1997. He started his career in transportation right out of college and worked for a local trucking and brokerage in Chicagoland, learning the industry. In 2000, he started on his entrepreneurial path with his first company at the age of 24, FLO Trans. A leading third-party transportation company that started in Chicago and has expanded nationwide over the past 24 years. Since that time, he has successfully started many more companies in the transportation space, ranging from a technology platform (Futuretrans); to an e-commerce warehousing and distribution center fulfilling Amazon, Shopify, and Walmart (B&C Logistics); and finally to liquor distribution, trade shows and high-value needs (BWS Logistics). In the past five years, he has opened up internationally in Colombia, South America, and plans to expand more internationally in the near future. He is well respected as a member by his peers in the transportation industry and attends and speaks at many conferences throughout the year. In 2023, he attended 30 conferences nationwide. He is a member of many different associations and groups and promotes himself as “match.com” for business.   Connect with CJ Website: https://bws-logistics.com/  Email: cj.johnson@bws-logistics.com  LinkedIn: https://www.linkedin.com/in/charles-cj-johnson-1b44a554/  

Process Transformers
Episode 20: The Price of Innovation – How Smart Monetization Fuels Disruption 

Process Transformers

Play Episode Listen Later Apr 8, 2025 34:46 Transcription Available


Join us on "Process Transformers" as Dan Balcauski sheds light on the pillars of SaaS growth and the profound impact of pricing strategies. Explore how focusing beyond mere acquisition to include effective monetization and retention can fundamentally transform your business. Dan argues compellingly that success depends not just on what you charge but, importantly, on who and how you charge. This episode is a must-listen for anyone looking to deep dive into the mechanics of business growth. Let's dive right in!

Coffee w/#The Freight Coach
1170. #TFCP - How Do I Build Out A Warehouse!?

Coffee w/#The Freight Coach

Play Episode Listen Later Apr 7, 2025 28:11 Transcription Available


Welcome to another week full of valuable insights for transportation folks, and DJ Shirley of Baker Brothers Installations joins us to share what we should know about the warehousing industry! DJ discusses his time at TQL learning sales processes, the subsequent challenges he faced while attempting to start a brokerage, an overview of the rack integration business and its full-cycle solutions for warehouse needs, the growing trend towards used racking materials as a cost-saving measure, and the industry's safety concerns and rising lead times due to tariffs! This episode further explores project implementation processes and potential opportunities for freight brokers in warehousing projects. Be sure to listen to our conversation!   About DJ Shirley DJ comes to BBI as a proven leader with extensive experience in both inside & outside sales along with operations. With a career that has predominantly been in the Third Party Logistics arena he has built numerous books of business by utilizing cold outreach accompanied by outbound marketing campaigns. In order to maintain efficiency DJ has adopted the mindset that every client relationship is a partnership which results in the details coming standard.   Connect with DJ Website: https://bakerbrothersinstallations.com/  Email: djshirley@bakerbrothersinstallations.com  

The Mompreneur Life Remixed
213: Overcoming Overwhelm: Practical Steps to Get Your Business Organized with Tracy Hoth

The Mompreneur Life Remixed

Play Episode Listen Later Apr 3, 2025 37:10


Are you an ambitious mompreneur feeling the weight of disorganization? You're not alone! Tracy Hoth is a seasoned professional organizer and certified life coach. If you've ever felt overwhelmed by clutter—both physical and digital—this conversation is for you!   Tracy shares her journey from being a stay-at-home mom to becoming a professional organizer. She helps coaches and online business owners reclaim their time, boost productivity, and run a smooth and profitable business.   What You'll Learn: The definition of organization and how it can transform your business Simple steps to start organizing your digital space for maximum efficiency The importance of mindset in overcoming the belief that you're not an organized person How to celebrate small wins on your organizational journey The five essential folders to streamline your digital files   Remember, you're more organized than you realize! Let's embrace that mindset together and take the first step toward a more organized life.   Book mentioned: The 12 Week Year by Brian P. Moran and Michael Lennington   Join Tracy's Organized Coach Academy: https://training.simplysquaredaway.com/oca    Connect with Tracy: Instagram | Website | LinkedIn   Join my Mompreneur Glow Up email list. It's your go-to source for all things life, leadHERship, and mindset.   Book Your FREE Clarity Call here: https://calendly.com/martinewilliams/clarity-call   Connect With Martine: Website | LinkedIn | Instagram   Check out my favorite books and items to make life and business a little more simple and a lot more fun! http://www.shop.martinesfavoritethings.com    Be sure to follow this podcast to automatically receive new episodes: Apple | Spotify | Webpage   About Martine Williams: Martine is a life coach, public motivator, podcaster, author, and mompreneur who helps other mompreneurs win at work without losing themselves in the process. Martine brings her experience as a certified PDP Professional and life coach to coach entrepreneurs on how to illuminate their strengths, cultivate their confidence, and elevate their lives. She also loves inviting mompreneur guests on the show to share their perspectives and provide inspiration, success tips, life hacks, and skills for a burnout-proof life and business.   This podcast is edited and produced by: Chris Assist Media  

Coffee w/#The Freight Coach
1168. #TFCP - Reefer LTL As A Business Development Strategy?!

Coffee w/#The Freight Coach

Play Episode Listen Later Apr 3, 2025 31:20 Transcription Available


In this episode, we'll look in-depth at the challenges and innovations in the refrigerated Less-Than-Truckload (LTL) freight market with Clay Curran of Fresh X! Clay explains Fresh X's evolution from a brokerage specializing in refrigerated LTL to a software platform offering instant pricing for freight brokerages, the market's current issues despite refrigerated LTL's demand, Fresh X's goal to streamline the connection between brokers and carriers, and its future growth plans!   Connect with Clay Website: https://getfreshx.com/  Email: clay@getfreshx.com  Book a Demo: https://meetings.hubspot.com/nick-janson/freshx-demo  

Figure 8
Navigating Challenges in Women's Health and Business with Aeryon Ashlie

Figure 8

Play Episode Listen Later Apr 3, 2025 35:37 Transcription Available


Send us a textEngaging women entrepreneurs and health advocates, our latest episode features the award-winning Aeryon Ashlie, founder of Aeryon Wellness Supplements. We delved into the importance of NPN certifications and supporting Canadian products, navigating business challenges, and empowering women through education.Aeryon Ashlie is an acclaimed holistic nutritionist, keynote speaker, and #1 Best Selling Author, and is known as the visionary force behind Aeryon Wellness Supplements. As the founder of Aeryon Wellness, she has championed holistic health for women from diverse backgrounds for nearly two decades.With a mission to "Empower Women with Holistic Health," her company offers 100% all natural, scientifically formulated, 3rd party tested, support supplements designed by women, for women. The innovative use of QR codes on their products, aimed at revolutionizing education and support for women on their wellness journey, garnered three offers on CBC's Dragons' Den in 2021.You can learn more about Aeryon Wellness on their website. You can also connect with Aeryon on LinkedIn.You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals. Watch for the Big Gorgeous Goals: Official Workbook coming March 2025.What did you think of this conversation? We'd love if you'd rate or review our show!

The Distribution by Juniper Square
Ep.65: Future-Proof or Fall Behind: Adapting to the era of AI and new Private Markets Participants - Alex Robinson - Co-Founder & CEO - Juniper Square

The Distribution by Juniper Square

Play Episode Listen Later Apr 1, 2025 93:36


Alex is the CEO and Co-founder of Juniper Square, the leading provider of modern investment partnership solutions to the private funds industry. Juniper Square helps more than 2,000 GPs manage more than $1T of LP capital across 35,000 private equity partnerships.  Alex previously served as a founding partner of New Energy Risk (acquired by XL Capital), and started his career at Microsoft, where he held a variety of product leadership roles.  Alex holds an MBA from Stanford's Graduate School of Business and a BA from the University of Washington.  Links: Alex on LinkedIn - https://www.linkedin.com/in/alexrob22/ Juniper Square - https://www.junipersquare.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Topics: (00:00:00) - Intro (00:01:52) - Alex's Personal Journey and Health Transformation (00:08:25) - Market Trends (00:11:52) - The Rise of Retail Investors (00:14:33) - AI and Its Impact on Private Markets (00:20:19) - Regulation in Private Markets (00:23:18) - Challenges and Solutions for GPs (00:53:44) - Leveraging AI for Business Transformation (00:54:46) - The Challenge of Re-engineering Business Processes (00:55:43) - The Role of AI Tools in Business (00:57:15) - Juniper Square's Unique Position in AI (00:58:11) - The Evolution of Foundational AI Models (01:03:54) - Future Predictions and AI Integration (01:07:20) - Juniper Square's Journey and Vision (01:08:28) - AI Conversation of Alex's last appearance on the Podcast juxtaposed to this one

Coffee w/#The Freight Coach
1162. #TFCP - Will Digital BOLs Improve Speed & Security In Freight?!

Coffee w/#The Freight Coach

Play Episode Listen Later Mar 26, 2025 31:17 Transcription Available


In this episode with Josh Kolar, key discussions center around digital transformation and the need for seamless, connected compliance to eliminate freight fraud in the supply chain! Josh shares insights on the challenges retailers, suppliers, and transportation companies face with manual, paper-driven processes, emphasizes the importance of fully digital Bills of Lading (eBOL) to enhance efficiency and security, and highlights the role of technology automation in modernizing supply chain operations!   About Josh Kolar As the Founder and CEO of driverDOC, Josh leads the company's strategic vision and technology innovations. With extensive experience at UPS, Union Pacific, and Werner Enterprises, he brings deep expertise in logistics, technology automation, compliance, and operational efficiency.   About driverDOC driverDOC is eliminating the greatest financial delay in the supply chain—the paper BOL. driverDOC is building the supply chain's first fully digital BOL exchange platform for secure, seamless and compliant BOL shipment data transfers for all shipment parties. By enabling shippers, transportation companies, and receivers to exchange BOL data digitally, driverDOC strengthens security, reduces delays, and enhances supply chain resilience. In a digital world, paper-based transactions are a risk on every pick-up. Modernizing BOL connectivity is the key to taking back control and future-proofing your supply chain.    Connect with Josh Website: https://www.driverdoc.io/ LinkedIn: https://www.linkedin.com/in/joshkolar/  / https://www.linkedin.com/company/driverdoc/  

The Tech M&A Podcast
Episode 75: Inside the Deal with Richard Addotta

The Tech M&A Podcast

Play Episode Listen Later Mar 26, 2025 8:00


In this episode of the Tech M&A Podcast, Richard Addotta, co-founder and CEO of WRM, shares his journey from working in utilities to founding a software development company focused on storm response solutions. He discusses the motivations behind selling his company, the changes in his life post-sale, and offers valuable advice for aspiring entrepreneurs. Richard emphasizes the importance of timing, expert guidance, and the personal fulfillment he now experiences as he transitions into a new chapter of life, focusing on family and personal growth.   Takeaways WRM focuses on improving storm response through innovative software. The decision to sell was based on timing and business readiness. Life after the sale has significantly reduced stress for Richard. Having expert guidance was crucial during the sale process. Patience is essential when navigating the sale of a company. Richard is excited to spend more time with his family. He aims to be actively involved in his children's lives. The sale allowed Richard to achieve a better work-life balance. Richard's journey highlights the importance of recognizing personal and business milestones. Chapters   00:00Introduction to WRM and Richard's Journey 03:02The Decision to Sell: Timing and Motivation 05:48Life After the Sale: Personal and Professional Changes 07:51Advice for Future Entrepreneurs

Transformation Ground Control
A New Autonomous AI Agent, Business Process Management in ERP Implementations, Why Business Process Standardization Fails in ERP Projects

Transformation Ground Control

Play Episode Listen Later Mar 19, 2025 122:45


The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews:   A New Autonomous AI Agent, Q&A (Darian Chwialkowski, Third Stage Consulting) Business Process Management in ERP Implementations, (Scott Adams, Victaulic) Why Business Process Standardization Fails in ERP Projects   We also cover a number of other relevant topics related to digital and business transformation throughout the show.  

Community IT Innovators Nonprofit Technology Topics
Matching Business Processes and Nonprofit IT with Johan Hammerstrom

Community IT Innovators Nonprofit Technology Topics

Play Episode Listen Later Mar 14, 2025 30:21


Do you have a technology tool that just isn't working? How do you get at the root of the issue and find solutions?Sometimes IT staff and directors and executives get really into the cool details of their technology tools without considering the whole organization needs and tolerances. And sometimes executives and leaders want to change IT tools on a whim, where that IT tool is deeply embedded in the functions of the nonprofit organization, and the change impacts all the stakeholders greatly, but none of them were consulted. How can you reconcile those two aspects and do a better job of matching business processes and nonprofit IT? What are best practices in assessing your organization needs and matching them to the available technology tools, thoughtfully making the selection (usually in a hurry and under budget and staff constraints), and then implementing your tool with lots of communication and staff training?  CEO Johan Hammerstrom shares some of his insights and experience gained in over 20 years of serving nonprofits with well-managed IT. Don't ever look at a technology problem as just a technology problem.. If you zoom out enough, technology problems are always part of a larger business problem. It's really hard to make progress on fixing technology problems if you just have that very narrow focus on the technology itself. The more you can zoom out and understand the broader context for the technology problem, the more you can frame it as a business problem for the organization, the more effective you are going to be at addressing it. At the end of the day, it may seem to you to be a really big technology problem, but it may actually be a relatively small business problem. So trying to look at what constitutes the business problem around the technology solution will help you to get better perspective on how much of a problem this really is to the organization. You may be right that it is a huge technology problem, but if you look at the larger context and it turns out it's not a huge business problem, just let it go – because you're not going to get anywhere trying to change that.  Some Key Takeaways:Business problem aspects of nonprofit ITWhat's the price? What are the cost investments? What are the costs to inaction?Who are the people who are impacted by this technology solution?What was the decision process when the technology was chosen?What is the decision process to choose a new technology now?Sometimes staying with sub-optimum technology solution is the decision that best matches the business needs of the organization.Every “untouchable” ancient IT solution that only one person knows how to keep running actually CAN be replaced. Many vendors for server-based solutions – if they are still in business – will help you move that tool to their cloud-based subscription. If the vendor is no longer in business, that function can definitely be replaced – and should be replaced – with a modern, secure, solution.Your people are the most important component of your technology. Plan for redundancy.  _______________________________Start a conversation :) Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/ email Carolyn at cwoodard@communityit.com on LinkedIn Thanks for listening.

Coffee w/#The Freight Coach
1152. #TFCP - Building the Future: AI, Freight Tech, and the Founder's Journey

Coffee w/#The Freight Coach

Play Episode Listen Later Mar 12, 2025 62:02 Transcription Available


Did you miss listening to some expert insights featured on this show about leveraging AI and technology in your freight business? We're bringing Dhruv Gupta and Brad Hollister back on the podcast for a replay mashup episode to hear their goals in enhancing human capabilities and streamlining business processes through AI and tech!   Connect with Dhruv Website: https://www.drumkit.ai/  LinkedIn: https://www.linkedin.com/in/dhruv4/ Connect with Brad Website: https://www.upwell.com/  Email: brad.hollister@upwell.com  

The Dan Nestle Show
From Alexa to Agentic AI: Conversational AI and the Future of Brand Communication - with Susan and Scott Westwater

The Dan Nestle Show

Play Episode Listen Later Mar 7, 2025 69:56 Transcription Available


As AI disrupts and reshapes our interactions with brands and people alike, how do we genuinely connect with the voices around us? Conversational AI challenges us to rethink engagement with both technology and each other. What does it mean for brands to have a voice, and how can this change redefine connection and accessibility? In this episode of The Trending Communicator, host Dan Nestle sits down with the dynamic duo behind Pragmatic Digital, a strategic marketing agency at the forefront of leveraging cutting-edge technology for tangible business results. Susan and Scot Westwater, authors of Voice Marketing: Harnessing the Power of Conversational AI to Drive Customer Engagement, share their journey from traditional marketing to becoming trailblazers in the world of voice and conversational AI. This episode offers a comprehensive look at the conversational AI ecosystem, from voice assistants like Alexa and Google Assistant to the integration of voice capabilities in mobile apps and customer service platforms. The Westwaters provide invaluable insights on how businesses can harness these technologies to enhance brand experiences, streamline operations, and create more meaningful customer interactions. They educate Dan on some of the finer points of conversational AI and discuss its impact on marketing and communications, offering strategies for implementing voice technology in various business contexts. The conversation highlights the importance of intentional design in creating effective voice experiences, balancing automation with human oversight in AI-driven customer interactions, and the future of agentic AI and its potential applications in business. Whether you're a seasoned marketer, a communications professional, or a business owner looking to stay ahead of the curve, this episode provides actionable advice on integrating conversational AI into your strategy. Susan and Scot's expertise demystifies complex concepts, making them accessible and applicable to businesses of all sizes. Don't miss this opportunity to learn from two of the industry's leading voices on how to leverage conversational AI to drive customer engagement and propel your business forward in the digital age. Listen in and hear about...  Embracing conversational AI as a powerful tool for customer engagement How voice technology democratizes information access and distribution Crafting brand personalities for AI-driven interactions with customers Balancing human oversight with AI automation in business processes Leveraging voice assistants and chatbots across multiple communication channels Practical steps for integrating AI into existing marketing and PR strategies The future of agentic AI and its potential impact on business operations Notable Quotes On the Power of Voice in Communication: "Spoken word suddenly became this way of being able to transfer information in a much more democratic method. You didn't have to be able to read. There were opportunities to put things in language. It was starting to get back to the roots again of how information was kind of pulling down some of the gatekeeping." - Susan Westwater [08:04 → 08:35] On the Evolution of Brand Personality: "These were all really interesting, rich experiences that come into play, which is what really geeked me out. Now, Scott was a lot. I would say I was more of the heart and emotion of the possible. I would say Scott was much more of the rational nut to put to." - Susan Westwater [08:35 → 08:51] On the Accessibility of Conversational AI: "It reduces friction. It removes literacy out of the equation. You don't have to know how to use a computer. Literally, as long as you can ask a question, you can get some sort of response." - Scot Westwater [10:08 → 10:21] On the Versatility of Conversational AI: "Chatbots are part of conversational, voice assistants are part of it. Voice Mode and ChatGPT, they're all different flavors of it. You're physically using your voice to ask a question and getting some sort of response from a system." - Scot Westwater [10:34 → 10:49] On the Importance of Intentionality in AI Voice: "We have to be intentional then, by the way, about who it is we want our audiences to speak with. And that can work from a B2B perspective just as much as it can work from an external customer engagement perspective." - Susan Westwater [17:02 → 17:17] On the Practicality of AI in Business: "In practical business you probably don't, you probably don't need AGI, quite frankly. A lot of what we're talking about is automating basic business processes, whether you're using AI or other tools." - Scot Westwater [1:01:22 → 1:01:37] On Getting Started with AI: "Do what you did and just get started now, whether it's learning or experimenting or use case identification, like, just start. There is so much fear out there. There's so much, quite frankly, misinformation related to AI and it's just a matter of getting in there, getting comfortable, getting those quick wins, seeing how it can actually help your process." - Scot Westwater [1:05:28 → 1:05:52] Resources and Links Dan Nestle Inquisitive Communications | Website The Trending Communicator | Website Communications Trends from Trending Communicators | Dan Nestle's Substack Dan Nestle | LinkedIn Dan Nestle | Twitter/X Susan and Scot Westwater Susan Westwater | LinkedIn Scot Westwater | Linkedin Pragmatic Digital | Website Voice Marketing: Harnessing the Power of Conversational AI to Drive Customer Engagement | Amazon Timestamped key moments from this episode (as generated by Fireflies.ai)

Figure 8
Building a Sweet Business: How Cookies & Dreams Scaled from Local to Nationwide

Figure 8

Play Episode Listen Later Mar 6, 2025 31:52 Transcription Available


Send us a textIn this episode, we dive into the inspiring journey of Steph Sellers, founder of Cookies and Dreams, and her mission to spread joy through gourmet cookies. As she navigates the ups and downs of entrepreneurship, she shares valuable insights into building community connections and the realities of running a successful business.Steph Sellers is the founder of Midwest based, gourmet cookie company called Cookies & Dreams. Her baking journey started at the local farmers market as a young college graduate & continued over many years, a few restaurants & lots of ups & downs. After a particularly tumultuous year, Steph knew she needed to try something new if her restaurant was going to survive. She came out with a menu of 12 gourmet cookies to sell at her restaurant's bakery & the rest, as they say, is history. The cookie concept took off quickly! Later that year, she opened her first stand-alone brick & mortar store for Cookies & Dreams & began shipping nationwide. While the Cookies & Dreams journey has also been full of highs & lows, Steph & the Dream Team now run two successful brick & mortar locations, ship nationwide, wholesale & offer fundraising opportunities with their giant, gourmet cookies.You can learn more about Cookies & Dreams on their website or Instagram.You can also connect with Steph on LinkedIn.You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals. Watch for the Big Gorgeous Goals: Official Workbook coming March 2025.What did you think of this conversation? We'd love if you'd rate or review our show!

CFO 4.0
216. Financial Transformation Live: The Finance-Driven Approach to Smarter Business Processes

CFO 4.0

Play Episode Listen Later Mar 4, 2025 41:29


Send us your thoughtsIn this episode of Financial Transformation Live Hannah Munro explores how finance leaders can step up and take a more strategic role in driving change and process improvement across their organisations.With AI and automation set to reshape finance, CFOs and finance teams must shift their focus beyond transactional tasks and become catalysts for business transformation. Hannah dives into the opportunities for finance to lead cross-departmental change, break down silos, and enhance operational efficiency.Key Topics Covered:The evolving role of finance in a world of AI & automationWhy finance is uniquely positioned to drive change across the businessHow to identify inefficiencies and streamline finance processesThe importance of cross-departmental collaboration in transformation projectsStrategies for overcoming resistance to change and building consensusThe role of finance in breaking down data silos and improving decision-makingLinks mentioned:February FTL: Financial Transformation Live: The Finance-Driven Approach to Smarter Business ProcessesRevisit previous Financial Transformation Live  sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Makers Gonna Sell: A Podcast for Creative Entrepreneurs with Cheryl Ham and Nicky Avery
34: From Hot Mess to Business Success: The Power of Systems

Makers Gonna Sell: A Podcast for Creative Entrepreneurs with Cheryl Ham and Nicky Avery

Play Episode Listen Later Mar 2, 2025 19:46 Transcription Available


Feeling overwhelmed by all the moving parts in your handmade business? You're not alone! In this episode, I'm pulling back the curtain on the systems and processes that took me from chaos to control. I'll share the hard lessons I learned (so you don't have to), how I stopped feeling like I was constantly playing catch-up, and why systems—not just hustle—are the real secret to business success. You'll learn: ✅ The key difference between systems and processes (and why you need both) ✅ How I fixed one major bottleneck that was draining my time and energy ✅ The step-by-step framework to streamline your business, reduce decision fatigue, and free up your creative time If you feel like you're constantly putting out fires and need a better way to run your business, this episode is a must-listen!     Timestamps & Key Takeaways ⏳ [01:31] - Before Systems: The Chaos of Doing Everything Yourself Before systems and processes, I was drowning in tasks, constantly reacting instead of planning. Sound familiar? ⏳ [02:20] - How I Fixed My Biggest Business Bottleneck I went from scrambling for bare yarn stock to a smooth, automated inventory system. ⏳ [05:51] - The #1 Mistake That Keeps Handmade Businesses Stuck Without systems, processes are isolated. Without processes, systems fall apart. You need both to scale successfully. ⏳ [07:29] - Beating Decision Fatigue: Why Systems Give You Mental Freedom Too many daily decisions can be exhausting. Learn how systems reduce mental clutter and keep your business running smoothly. ⏳ [12:52] - The 4-Step Framework for Building Systems That Work A breakdown of how to map out, document, and optimize the core areas of your business for efficiency. ⏳ [17:46] - Growing Pains? How to Evolve Your Systems as You Scale New level, new devil! Your systems should evolve with your business—here's how to stay ahead of challenges.     Resources Mentioned

The Encore Entrepreneur
The Secret Sauce to Client Satisfaction: Organizing Your Business Processes

The Encore Entrepreneur

Play Episode Listen Later Feb 25, 2025 28:21


Are your processes and systems - or lack of - holding back your business? Today Lori discusses the importance of establishing robust business processes and systems as part of her "Building a Strong Foundation" series. Lori emphasizes that well-organized processes enhance client experiences, reduce decision fatigue, and enable business scalability.  She highlights tools like CRM systems, project management software, and AI for streamlining operations. Lori provides actionable steps, such as documenting tasks and categorizing them by urgency, to improve efficiency. She underscores the significance of focusing on legal, financial, marketing, and sales processes for long-term business success. BONUS: Link in the show: MailerLite - a free (up to 1000 contacts) easy to use email system to gather email addresses of your new prospects and raving fans! (This is an affliate link.) Click here to start -it's free! Resources: Are you frustrated that your business isn't growing? "Messy to Magnetic: Unlocking the Secret to Effective Marketing" is a free course that goes over the top 10 mistakes small business owners make with attracting their ideal client and converting those clients to leads. Click here for your free gift! Join Lori's private Facebook group - Make Your Marketing Simple. Lori interviews her guests in the group (giving you advance listening!) and has a community of small business owners just like yourself to connect and grow their businesses.  Join now!  Schedule a Website Biz Accelerator call. Answer just a few questions and Lori will audit your website for the ONE biggest change you can make to your site to get more clients.  Schedule here!  Connect with Lori Check out this episode!  

Figure 8
Revolutionizing Recruitment and Unlocking Human Potential

Figure 8

Play Episode Listen Later Feb 20, 2025 42:39 Transcription Available


Send us a textCaitlin McGregor's journey as the founder of Plum transforms the hiring landscape by embracing data to reveal innate talents rather than relying on traditional resumes. The episode explores how technology and behavioural data can help businesses thrive while ensuring that employees are matched with roles that allow them to flourish.Caitlin MacGregor, CEO and co-founder of Plum, is passionate about helping people reach their true potential. That's why, after building two businesses for other people, she founded Plum – to help organizations fully leverage the human potential within their workforces. Plum equips business leaders with the talent data needed to match employees' talent to roles where they'll thrive, so that the business can thrive too. She is a regular speaker at global events including CES, Human Resource Executive HR Technology Conference & Exposition, Americas' SAP Users' Group (ASUG) Women Connect, HRCI Higher Standards Summit and more. She also is a sought-after guest on podcasts including, Recruiting Daily, The Recruitment Flex Podcast, and 3Sixty Insights. In addition, she has been quoted in the NY Times, Financial Post, The Globe and Mail, The Record, Global News, Human Resource Executive, and Benefits Pro. Caitlin is a gold GLOBEE Women World Awards winner for Achievement in Innovation and was named an Inspiring Leader by InspiringTM Workplaces.You can learn more about Plum on their website.You can also connect with Caitlin on LinkedIn or Instagram.You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals. Watch for the Big Gorgeous Goals: Official Workbook coming March 2025.What did you think of this conversation? We'd love if you'd rate or review our show!

How to Lead for Female Entrepreneurs
Developing Leaders Who Can Lead Without You | E201

How to Lead for Female Entrepreneurs

Play Episode Listen Later Feb 17, 2025 20:28


Have you ever felt like your business depends too much on you? Do you wonder how to step back without everything falling apart? In this episode of Leadership is Feminine, Kris Plachy unpacks the path from being the one in charge to developing leaders who can run the business without you. She introduces the three key questions that shape an entrepreneur's journey: How do I do this? How are we going to do this? And finally, how are they going to do this? These questions reveal the natural progression from doing everything yourself to building a team and ultimately empowering others to take full ownership. Kris explores what it takes to move through these stages and why so many women get stuck in the transition. As she explains, “If you are still thinking like a doer, if you are still thinking like the chief operator of your business and not the CEO or executive leader… then you don't ever get out of it, right? You stay stuck there.” She also announces The Sage's Pathway, a live two-day event, designed for women who are ready to develop their team of managers into true leaders. This event is the next level of growth—helping you step away from the daily operations so you can experience not just more freedom, but the full impact of your years of investment in your business. To join the waitlist and learn more, click here. If you're ready to shift from being the one who does it all to leading a team that thrives without your constant involvement, this episode is for you. Key Takeaways From This Episode The Entrepreneur's Journey: Moving from bootstrapping to developing leaders to lead in your place. Important Relationships that Need to Change for Leadership Growth The Role of Self-Awareness in Leadership Transition to the Next Level of Leadership: Overcoming resistance and fear The Need for Women's Leadership: The significance of women's accomplishments in business, and the encouragement to keep going. Introduction to The Sage's Pathway Contact Information and Recommended Resources Get Access to the One Hour Leader To download the One Hour Leader digital book and take advantage of the special savings for the Lead Self-Study, go to www.thevisionary.ceo/onehourleader. Get On the Waitlist for The Sage's Pathway Get your name on the Sage's Pathway Waitlist so you'll learn all the details when we open for registration, CLICK HERE Linkedin Instagram Facebook Pinterest

Business Your Way
Are Clunky Business Processes Draining Your Revenue?

Business Your Way

Play Episode Listen Later Feb 11, 2025 31:38


Clunky business processes create chaos, waste time, and cause missed opportunities. In this episode, I will explain how to streamline your business in simple steps.Is your business paddling smoothly—or are you splashing around?Running a business is like paddling a waka (canoe). When your team is in sync, you move forward with speed and purpose. But if everyone is paddling at their own leisure—or worse, if you don't even have a paddle—you won't have that same propelling force. Or worse, you'll go in circles, drift aimlessly, or work way too hard just to stay afloat.That's exactly what happens when your business processes aren't clear. Instead of efficiency, you get chaos, wasted time, and missed opportunities. But don't worry—fixing this isn't as overwhelming as it sounds!4 Steps To Streamline Your Inefficient Business Processes in 2025✅ Get Clear on Your ObjectivesAll business processes should have a purpose. Ask yourself: Why does this task matter? What's the best way to do it? How will I know it's working? Clarity = success.✅ Standardise Your Way of Doing ThingsIf you're making things up as you go, it's time to document what works best. Create repeatable steps so you (and your team) don't waste time figuring things out every time. Remember, your business processes should reflect what makes your business unique!✅ Automate Where PossibleAutomation isn't just a fancy extra—It's a game changer. Tools can handle scheduling, invoicing, follow-ups, and more, freeing you up to focus on strategy and growth.✅ Keep Tweaking & ImprovingWhat works today might not work next year. Regularly review your business processes and ask, How can I make this more efficient? Small improvements add up fast!Make Business Easier with My Systems Creation Toolkit!Struggling with clunky business processes? I've got you! My Systems Creation Toolkit is packed with templates, checklists, and workflows to streamline your operations. Grab your copy now at https://sandrajulian.co/SystemToolkit and start building systems that work for you, not against you!Continue to read here at: https://www.sandrajulian.co/podcast140Rate, Review, And Subscribe For More Business Wisdom!You can send me a message, question, feedback HEREWork with meStruggling to figure out what's holding your business back? The Business Growth Snapshot dives into your marketing, sales, and delivery to uncover the roadblocks. You'll get a personalised video with clear steps to attract clients, boost profits, and grow. Grab yours at ​sandrajulian.co/snapshotYou know that if you want different results, you have to do things differently! If you want to scale your business, increase your profits and crush your goals, your way, then private 1:1 Coaching (3 months) is for you. www.sandrajulian.co/coachingWebsite: www.sandrajulian.coInstagram: www.instagram.com/sandrajulian.coFacebook: www.facebook.com/sandrajulian.coLinkedIn: www.linkedin.com/in/sandrajulian1YouTube: www.youtube.com/@SandraJulian-CoPinterest: www.pinterest.com/sandrajuliancoEpisode edited by ...

Rethink Real Estate
Transforming Real Estate Operations: Enhancing Client Relationships with Purpose-Driven Tech | Rethink Real Estate S4E8

Rethink Real Estate

Play Episode Listen Later Feb 7, 2025 37:24


In this enlightening episode of 'Rethink Real Estate,' host Ben Brady welcomes Kate O'Neill, founder and Chief Tech Humanist at KO Insights. Explore the integration of technology and humanistic approaches within the real estate industry and beyond. Kate shares how aligning technology with organizational purpose can enhance operational effectiveness and human-centric experiences. This episode dives deep into the concept of 'tech humanism,' where technology supports human needs and business goals, rather than driving them. Ben and Kate discuss practical examples of how real estate professionals can apply these strategies to improve client relationships and business outcomes. They also tackle the hype surrounding new technologies like AI, emphasizing the importance of thoughtful integration over following trends. Learn from a comprehensive dialogue on leveraging technology to foster a meaningful connection with clients and maintaining a competitive edge in a rapidly evolving digital landscape. Timestamps & Key Topics: [00:00:00] - Introduction to Tech Humanism with Kate O'Neill [00:01:33] - Defining Tech Humanism in the Context of Real Estate [00:03:06] - Challenges of Innovation in Real Estate Technology [00:04:11] - Real-World Applications of Tech Humanism in Real Estate [00:06:20] - Evaluating AI's Role and Its Overhype in Business Processes [00:09:24] - Aligning Business and Technology Strategies [00:14:27] - The Importance of Regular Strategic Alignment in Businesses [00:18:20] - Integrating Purpose with Technology to Drive Business Success [00:22:08] - The Broader Impact of Technology on Society and Ethics [00:26:00] - Kate O'Neill's Publications on Business Technology [00:36:45] - Recap: Technology as a Supportive Tool in Business

Ethical & Sustainable Investing News to Profit By!
Global Sustainable Stock Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Feb 7, 2025 23:53


Global Sustainable Stock Picks includes articles by financial analysts at Morningstar and Insider Monkey. Plus, links to five more articles! By Ron Robins, MBA Transcript & Links, Episode 147, February 7, 2025 Hello, Ron Robins here. Welcome to my podcast episode 147, published February 7, 2025, titled “Global Sustainable Stock Picks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Global Sustainable Stock Picks (1) I'm beginning this podcast with this intriguing article titled 10 Best Ethical Companies To Invest In According to Reddit. It's by Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com. Here are some quotes from the article. “We sifted through relevant threads to compile a list of the 25 ethical companies. We then used Insider Monkey's Hedge Fund database to rank 10 stocks according to the largest number of hedge fund holders, as of Q3 2024. The list is sorted in ascending order of hedge fund sentiment. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds… 10. Enphase Energy, Inc. (NASDAQ:ENPH) Number of Hedge Fund Investors: 38 Enphase Energy is a leading provider of advanced home energy solutions, including micro inverters, batteries, EV chargers, and energy management software. The company enables homes and businesses to harness clean energy efficiently and helps reduce carbon emissions. 9. United Parcel Service, Inc. (NYSE:UPS) Hedge Fund Investors: 43 United Parcel Service is one of the largest package delivery companies in the world. The company provides logistics, freight, and supply chain solutions to customers across various industries, and is known for its ethical practices including a strong focus on sustainability through its carbon-neutral shipping options, investments in alternative fuel vehicles, and initiatives to reduce emissions across its operations. 8. Ecolab Inc. (NYSE:ECL) Hedge Fund Investors: 47 Ecolab is a leader in water, hygiene, and energy technologies and services. The company has a presence in over 170 countries and serves a diverse range of industries, including food service, healthcare, hospitality, industrial, and energy. Ecolab's innovative solutions not only enhance operational performance but also significantly reduce water and energy usage, making them essential for customers in unpredictable and challenging environments. 7. Waste Management, Inc. (NYSE:WM) Hedge Fund Investors: 54 Waste Management, Inc. is one of the largest providers of waste and recycling services in North America. The company handles everything from residential trash to industrial waste solutions. Waste Management, Inc.'s focus on environmental responsibility is evident in its investments in recycling technologies and renewable energy projects, including landfill gas-to-energy initiatives… Waste Management, Inc. is making substantial investments in sustainability and renewable energy, which are expected to drive significant long-term growth. 6. MSCI Inc. (NYSE:MSCI) Hedge Fund Investors: 55 MSCI is an American finance company that provides investment decision support tools, including indexes, portfolio analysis tools, and ESG (Environmental, Social, and Governance) research. The company's clients include asset managers, hedge funds, and financial institutions. MSCI is a strong advocate of sustainable investing and guides investors toward responsible and impactful investments. 5. The Coca-Cola Company (NYSE:KO) Hedge Fund Investors: 69 The Coca-Cola Company is a leader in the beverage industry and offers a wide range of soft drinks, juices, and other refreshments. The company is known for its emphasis on sustainability efforts. 4. American Tower Corporation (NYSE:AMT) Hedge Fund Investors: 73 American Tower is a REIT that owns and operates telecommunications infrastructure, including wireless and broadcast towers. The company has over 200,000 communication sites across the United States, Europe, and emerging markets and serves telecom operators. American Tower is known for its ethical commitment through its focus on sustainable practices, such as energy-efficient infrastructure, and efforts to bridge the digital divide in underserved communities. 3. Costco Wholesale Corporation (NASDAQ:COST) Hedge Fund Investors: 75 Costco operates membership-based warehouse clubs and offers a wide range of products from groceries to electronics at competitive prices. The company serves over 138 million cardholders, including 77.4 million paid household members, and continues to expand its footprint through strategic warehouse openings and innovative digital initiatives. Costco is known for its ethical business practices, employee well-being through industry-leading wages, and sustainability efforts in reducing waste, sourcing responsibly, and maintaining transparent supplier practices. 2. Starbucks Corporation (NASDAQ:SBUX) Hedge Fund Investors: 76 The company operates more than 32,000 stores worldwide and offers premium coffee, tea, and snack products, along with other consumer-packaged goods such as coffee beans and ready-to-drink beverages. The company's ethical initiatives include sourcing ethically produced coffee through its Coffee and Farmer Equity (C.A.F.E.) practices. 1. Microsoft Corporation (NASDAQ:MSFT) Hedge Fund Investors: 279 Microsoft is known for its innovation, and leadership in corporate responsibility. Microsoft is continuously innovating its Productivity and Business Processes segment, which includes Office 365, LinkedIn, and Dynamics 365. The company recently integrated its 365 Copilot, an AI-powered assistant, into productivity tools such as Word, Excel, and Outlook, which has led to a significant increase in user engagement and business value.” End quotes. ------------------------------------------------------------- Global Sustainable Stock Picks (2) Many ethical and sustainable investors want to internationalize their portfolios. So, here's a new article to assist them. It's titled These 8 Foreign Stocks Are Widely Held by Global Sustainable Funds. It's by Liz Angeles and found on morningstar.com. Here are some quotes from the article. “To obtain top stocks widely owned by ESG global sustainable funds, we ran two searches on the open-end and exchange-traded funds coverage. We looked for large-cap global funds and selected the oldest share classes. We looked at the funds that are considered sustainable investment and compared them with the traditional funds. (And) pulled the top 500 holdings from the sustainable funds, and likewise for the traditional funds, and analyzed the average weights of each security. Stocks That Are Uniquely Held by Global Sustainable Funds Source: Morningstar Direct as of 1/22/2025. 1. Schneider Electric SE Morningstar Rating: 2 Stars Schneider Electric is a leading global supplier of electrical and industrial automation equipment. The group has four end markets: buildings, data centers, infrastructure, and industry, each of which relies on Schneider's products and solutions to ensure their operations run safely and efficiently. ‘Two thirds of Schneider's revenue is generated from electric utilities, buildings, and data centers, which are three end markets enjoying multiyear secular growth themes.' - Matthew Donen, Director, Morningstar. ‘Schneider has the strongest management of its material ESG issues across the electrical equipment subindustry.' - Morningstar Sustainalytics. 2. Iberdrola SA Morningstar Rating: 3 Stars ‘Iberdrola is the second-biggest integrated utility in Europe after Enel. Besides its domestic Spanish market, Iberdrola has strong exposure to the United Kingdom since the acquisition of Scottish Power in 2007.' - Tancrede Fulop, Morningstar senior equity analyst. ‘Carbon pricing and regulation are in place or expected in the main markets in which Iberdrola operates. This will likely benefit the company, as its generation mix is relatively low-carbon: renewables, hydro, and nuclear comprised 61% of generation in 2023, while all remaining coal-fired power plants were closed in 2020.' - Morningstar Sustainalytics. 3. TE Connectivity PLC Registered Shares Morningstar Rating: 3 Stars ‘TE Connectivity designs and manufactures connectors and sensors, supplying custom and semicustom solutions to a bevy of end markets in the transportation, industrial, and communication industries.' - William Kerwin, Morningstar equity analyst. In its 2023 Corporate responsibility report, TE Connectivity reported that it reduced its absolute scope 1 and 2 greenhouse gas emissions by 39% in 2023. This included achieving 77% renewable electricity use globally.' 4. Trane Technologies PLC Class A Morningstar Rating: 1 Star ‘Trane Technologies is a leading supplier of climate control products and services.' - Brian Bernard, director of industrials equity research for Morningstar. ‘Additionally, the company manufactures specialized equipment where competition is limited. This can lead to monopolization of product lines and create opportunities for the company to become involved in anticompetitive practices, such as price fixing and collusion. Trane is also exposed to asbestos-related claims from its former operations.' - Morningstar Sustainalytics. 5. Prysmian SpA Morningstar Rating: 1 Star Prysmian SpA is an Italian manufacturer of electric power transmission and telecommunications cables and systems… More than half the firm's revenue is generated in the Europe, Middle East, and Africa regions, with the rest coming from North America, Latin America, and Asia-Pacific regions. ‘Prysmian SpA has assigned responsibility for overseeing ESG issues at the board level… The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics. 6. Aptiv PLC Morningstar Rating: 3 Stars Aptiv PLC signal and power solutions segment supplies components and systems that make up a vehicle's electrical system, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems… ‘To keep pace with the changing automotive industry and increasing consumer demand for new sustainable mobility solutions, Aptiv boosted investments into vehicle electrification solutions and other research and development projects. The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics. 7. Infineon Technologies AG Morningstar Rating: 4 Stars ‘Infineon is a leading broad-based European chipmaker, with significant exposure to secular growth drivers in the automotive chip sector. Infineon should emerge as a leading supplier for electric vehicles and active safety systems used in cars, with increasing exposure to car ‘infotainment' systems. - Brian Collelo, Morningstar Strategist. ‘Product Governance for the semiconductor industry encompasses functionality, cost, marketability, reliability, form, packaging, and delivery time of chips… The company's exposure to product governance issues is Medium and moderately above the subindustry exposure.' - Morningstar Sustainalytics. 8. Siemens AG Morningstar Rating: 3 Stars Siemens is a multi-industry company focused on the areas of automation, electrification, mobility, and healthcare. Its top three geographic regions—the United States, Germany, and China—contribute over half group revenue… ‘Our 7% EPS growth estimate annualized through 2028 is on the low end of some of its peers, attributable to the cyclicality in its discrete automation business.' - Matthew Donen, Director for Morningstar. ‘The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics.” End quotes. ------------------------------------------------------------- Additional articles not covered due to time constraints 1. Title: Why Ecolab Inc. (ECL) Is One of the Best Humane Stocks to Invest in Now? On finance.yahoo.com. By Mashaid Ahmed. 2. Title: Visa vs. Mastercard: Who's Leading the Charge in Finance, Sustainability, and Net Zero? On carboncredits.com. By Jennifer L 3. Title: 12 Most Promising Green Stocks According to Hedge Funds on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News. 4. Title: 8 Best Humane Stocks to Invest in Now on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com. Article from Australia 1. Title: Top Ethical Investment Funds in Australia for 2025 – James Hayes Financial Advisor & Planner – Caringbah, AU on jameshayesfpblog.wordpress.com. By James Hayes Financial Planner. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Global Sustainable Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on February 21st. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Figure 8
Kristi Herold: Building Community Through Sports and Play

Figure 8

Play Episode Listen Later Feb 6, 2025 34:39 Transcription Available


Send us a textThis conversation with Kristi Herold illustrates how play can be a transformative force in both personal and professional realms. With insights into her journey, the evolution of JAM, and the impact of recreational play on workplace culture, this episode offers valuable lessons on community and joy in entrepreneurship. Kristi Herold is the founder and CEO of JAM, a multi-million-dollar global business that has connected millions of people through play since its inception as one of the largest adult recreational sports leaguesin the world. The JAM team has produced and delivered over 4000 playful corporate events, in over 30 countries since the summer of 2020 and the JAM team consults organizations helping them integrate fun and play into their “workPLAYce culture”. JAM has been awarded “Canada's Most Admired Culture Award,” and certified as “Great Places to Work – Canada” multiple times. Kristi's team is offering Figure 8 listeners a copy of her PLAYbook PDF and 25% off a JAM event. Get yours here!You can learn more about JAM on their website. You can also connect with Kristi on LinkedIn or Instagram.If you're interested in learning more, you can find my book Big Gorgeous Goals on Amazon, anywhere you might live. For more about my growth and leadership training programs, visit www.julieellis.ca to see how we might work together. Read my blog or sign up to get your free diagnostic. Are you ready for growth?You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals. Watch for the Big Gorgeous Goals: Official Workbook coming March 2025.What did you think of this conversation? We'd love if you'd rate or review our show!

All TWiT.tv Shows (Video LO)
Windows Weekly 918: Casa Chaos

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Feb 5, 2025 166:53 Transcription Available


Microsoft reported that it earned a net income of $24.1 billion on revenues of $69.6 billion in the quarter ending December 31, the second quarter of its fiscal 2025. Those figures represent gains of 10 percent and 12 percent year-over-year (YOY), respectively. Microsoft Earnings Overview Not much going on with client-side products and services, so a focus on AI Productivity and Business Processes: $29.4 billion in revenues, up 14 percent YOY. This was 42.2 percent of Microsoft's earnings Intelligent Cloud: $25.5 billion in revenues, up 19 percent YOY. This was 36.6 percent of Microsoft's earnings More Personal Computing: $14.7 billion, unchanged from the year-ago quarter. (Literally flat YOY.) This was 21.1 percent of Microsoft's earnings Windows Microsoft testing AI-powered search in Windows 11 Dev New Canary build- Windows Midi Services preview, OneDrive resume, File Explorer folder resume Microsoft is experimenting with new Windows 11 UIs Microsoft Edge text rendering comes to all Chromium web browsers on Windows - That only took a few years Microsoft explains deprecation after using the term for decades AI Week 2 of submitting to our new Chinese overlords Gemini catapults into the lead for a few days as Gemini 2.0 becomes broadly available Inspired by DeepSeek, OpenAI releases reasoning model to free ChatGPT This comes after Microsoft added it to Copilot Reasoning vs. traditional models Also, DeepSeek R1 is on Azure AI Foundry and GitHub Sam Altman discusses DeepSeek, more OpenAI offers up an AI research assistant More Earnings (Lightning Round) Intel - $14.3 billion in revenues, down 7 percent AMD: Revenues up 24 percent, market share gains on Intel Apple - Record $124.2 billion in revenues, up 4 percent Alphabet/Google: Revenues at $96.47 billion, up 12 percent - CapEx expenditures closing in on MSFT Samsung - Revenues up 12 percent to $52.2 billion Spotify is profitable for full year for the first time Microsoft 365 Designer makes its way to Photos (Windows) and Microsoft 365 Copilot app (mobile) Microsoft is removing the VPN from Microsoft 365 Family and Personal Outlook for Mac to get email recall feature Xbox Starfield is coming to Game Pass Standard this month, more Game Pass titles Forza Horizon 5 is coming to PS5 Two Age of Empires titles are coming to PS5 Remember that Microsoft partnership with Start.gg? Me neither Nintendo revenues, Switch sales fall more than expected, will no longer beat DS this fiscal year Tips and Picks Tip of the week: It's time for an online account audit App pick of the week: Another week of big browser update RunAs Radio this week: Entra ID Protection with Corissa Koopmans Margarita of the week: 2 oz white tequila, 1.5 oz Triple Sec, 1 oz fresh lime juice. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com

Radio Leo (Video HD)
Windows Weekly 918: Casa Chaos

Radio Leo (Video HD)

Play Episode Listen Later Feb 5, 2025 166:53 Transcription Available


Microsoft reported that it earned a net income of $24.1 billion on revenues of $69.6 billion in the quarter ending December 31, the second quarter of its fiscal 2025. Those figures represent gains of 10 percent and 12 percent year-over-year (YOY), respectively. Microsoft Earnings Overview Not much going on with client-side products and services, so a focus on AI Productivity and Business Processes: $29.4 billion in revenues, up 14 percent YOY. This was 42.2 percent of Microsoft's earnings Intelligent Cloud: $25.5 billion in revenues, up 19 percent YOY. This was 36.6 percent of Microsoft's earnings More Personal Computing: $14.7 billion, unchanged from the year-ago quarter. (Literally flat YOY.) This was 21.1 percent of Microsoft's earnings Windows Microsoft testing AI-powered search in Windows 11 Dev New Canary build- Windows Midi Services preview, OneDrive resume, File Explorer folder resume Microsoft is experimenting with new Windows 11 UIs Microsoft Edge text rendering comes to all Chromium web browsers on Windows - That only took a few years Microsoft explains deprecation after using the term for decades AI Week 2 of submitting to our new Chinese overlords Gemini catapults into the lead for a few days as Gemini 2.0 becomes broadly available Inspired by DeepSeek, OpenAI releases reasoning model to free ChatGPT This comes after Microsoft added it to Copilot Reasoning vs. traditional models Also, DeepSeek R1 is on Azure AI Foundry and GitHub Sam Altman discusses DeepSeek, more OpenAI offers up an AI research assistant More Earnings (Lightning Round) Intel - $14.3 billion in revenues, down 7 percent AMD: Revenues up 24 percent, market share gains on Intel Apple - Record $124.2 billion in revenues, up 4 percent Alphabet/Google: Revenues at $96.47 billion, up 12 percent - CapEx expenditures closing in on MSFT Samsung - Revenues up 12 percent to $52.2 billion Spotify is profitable for full year for the first time Microsoft 365 Designer makes its way to Photos (Windows) and Microsoft 365 Copilot app (mobile) Microsoft is removing the VPN from Microsoft 365 Family and Personal Outlook for Mac to get email recall feature Xbox Starfield is coming to Game Pass Standard this month, more Game Pass titles Forza Horizon 5 is coming to PS5 Two Age of Empires titles are coming to PS5 Remember that Microsoft partnership with Start.gg? Me neither Nintendo revenues, Switch sales fall more than expected, will no longer beat DS this fiscal year Tips and Picks Tip of the week: It's time for an online account audit App pick of the week: Another week of big browser update RunAs Radio this week: Entra ID Protection with Corissa Koopmans Margarita of the week: 2 oz white tequila, 1.5 oz Triple Sec, 1 oz fresh lime juice. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com

The Small Business School Podcast
Elevate Your Customer Experience Through Better Business Operations featuring Amy Sussex

The Small Business School Podcast

Play Episode Listen Later Jan 28, 2025 32:05


Welcome to Small Business School! Today I'm chatting with Amy Sussex, an operations manager who specializes in making life easier for small business owners through The Business Management Co. The Business Management Co. streamlines client and team processes, freeing up founders to focus on growth without getting bogged down by day to day demands. In this conversation, Amy dives into the art of creating meaningful customer experiences that leave lasting impressions and strong client relationships. If you've ever felt overwhelmed by the day-to-day demands of your business, you'll love the practical advice Amy has to share in this episode!Topics Covered:The importance of documenting processes to avoid burnout and scale effectively.How to empower your team by balancing ownership with streamlined systems.The value of understanding your team's roles to prevent chaos when someone leaves.Practical tools and strategies for organizing tasks, from ClickUp to pen and paper.The importance of consistent and thoughtful gifting to enhance client loyalty.Rethinking swag and marketing strategies to focus on personalized experiences.Why testing systems and ensuring smooth workflows is key to customer satisfaction.Balancing automation and human connection to create meaningful interactions.Don't miss Amy's actionable tips that will improve client experiences in your business by personalizing interactions, ensuring operational systems work flawlessly, and finding the right balance between automation and personal touch. Connect with Amy:InstagramThe Business Management Co. Website'You Are Your Business' Podcast:Staci's Links:Instagram. Website.The School for Small Business Podcast is a proud member of the Female Alliance Media. To learn more about Female Alliance Media and how they are elevating female voices or how they can support your show, visit femalealliancemedia.ca.Head over to my website https://www.stacimillard.com/ to grab your FREE copy of my Profit Playbook and receive 30 innovative ways you can add more profit to your business AND the first step towards implementing these ideas in your business!

Remodelers On The Rise
8 Takeaways from JobTread Connect

Remodelers On The Rise

Play Episode Listen Later Jan 23, 2025 20:51


In this episode of Remodelers On The Rise, Kyle Hunt recaps an inspiring week at JobTread Connect 2025. Whether you attended or missed out, these eight actionable takeaways will resonate with every remodeler striving to grow their business: Invest in Your Team – Why prioritizing team development pays off. People Are Generous – How networking can shorten your learning curve. Serve, Serve, Serve – Building a culture of genuine service in your business. The Importance of Process – Creating clarity with “This Is How We Work.” Insights from JobTread – Lessons from a company focused on client success. Be Inspired – Staying motivated through books, podcasts, and events. Focus on Fewer Things – Implementing priorities for real results. Have Fun – And yes, even an undergarments story to remind us about delivering standout client experiences! Tune in to discover how these lessons can help you sharpen your processes, inspire your team, and elevate your remodeling business to new heights! ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit RemodelersOnTheRise.com today and take your remodeling business to new heights! ---- Takeaways Invest in your team to build relationships. The remodeling community is generous and collaborative. Serving clients should be a core value. Establish clear processes for efficiency. A client-centric culture is crucial for growth. Leaders need to stay inspired and motivated. Focus on fewer key initiatives for better results. Having fun in business enhances the client experience. Networking can speed up learning and implementation. Continuous improvement in client experience is essential.

The Agency Profit Podcast
First Principles Software Implementation In Your Agency, With Henrik Becker

The Agency Profit Podcast

Play Episode Listen Later Jan 22, 2025 37:44


Points of Interest00:51 – 01:29 – Introduction to Henrik Becker: Marcel introduces Henrik Becker, an expert in agency coaching, EOS implementation, and CRM systems, now leading Rev Hops to improve agency sales and marketing systems.01:30 – 02:13 – Henrik's Career Journey: Henrik details his evolution from systematic marketing in 2010 to specializing in CRM platforms like Salesforce and HubSpot, emphasizing management systems for success.03:42 – 04:48 – Aligning CRM with Operations: Marcel and Henrik stress that CRMs and operational tools should address fundamental business issues, adopting a first-principles approach to technology.04:49 – 07:04 – Common CRM Problems: Henrik identifies signs of ineffective CRM use, such as Excel dependency, poor adoption, and data inaccuracies, which undermine sales and marketing efforts.09:18 – 11:24 – CRM Implementation is a Process, Not an Event: CRM implementation requires ongoing adjustments as the business evolves, rather than being treated as a one-time project.11:25 – 13:16 – Steps for a Successful CRM Setup: Henrik outlines a structured CRM setup approach: align on the problem, document processes, define requirements, design solutions, and implement incrementally.16:06 – 18:24 – Focus on Simplicity and Quick Wins: Starting with a simplified CRM setup to deliver quick wins builds momentum, avoiding over-engineered systems.18:25 – 20:42 – Avoiding Operational Complexity: Henrik and Marcel advise against overly complex systems, advocating for implementations aligned with team capabilities.20:43 – 23:08 – Agile vs. Waterfall in CRM Implementation: Henrik critiques improper Agile usage in CRM projects, recommending clear planning and incremental adjustments over chaotic trial-and-error.23:09 – 25:13 – Adapting to Change: Successful CRM implementations require regular updates to keep systems relevant and aligned with business evolution.29:24 – 32:08 – Marcel's Choice to Build at Scale: Marcel shares his decision to scale Parakeeto, balancing cash flow, risk, and long-term enterprise value.36:06 – 38:54 – Final Words of Advice: Henrik emphasizes prioritizing processes, accountability, and alignment before choosing or changing a CRM system, as software is secondary to clear operations.Show NotesConnect with HenrikLinkedInRevHopsLove the PodcastLeave us a review here.

The Business of Doing Business with Dwayne Kerrigan
69. Building a 12-Time Fastest Growing Company with Irfan Rajabali

The Business of Doing Business with Dwayne Kerrigan

Play Episode Listen Later Jan 8, 2025 76:41


In this podcast episode, Dwayne interviews Irfan Rajabali, from EB Box Company, about his journey from a corporate role to leading a family-owned business that became one of Canada's fastest-growing companies for 12 years in a row without a traditional sales team or a modern website. The discussion delves into key aspects of entrepreneurship, such as identifying market gaps, providing additional value, focusing on customer needs, and building scalable processes and teams. Rajabali shares insightful strategies for managing crises, emphasizing consistency, and continuously investing in technology and people to sustain growth. This episode offers an in-depth look at practical steps and mindset shifts necessary for business success, providing invaluable lessons for aspiring entrepreneurs and business owners.Time Stamps:00:00 Introduction01:32 Meet Irfan Rajabali02:26 Journey into the Family Business05:13 Navigating the 2008 Financial Crisis05:55 Focusing on the Food Sector06:32 Delivering Value to Clients09:37 Early Challenges and Consistency16:50 Evaluating Risk and Reward21:55 The Importance of Industry Size and Scalability30:31 Organic Growth and Client Relationships38:16 The Importance of Quality and Technology in Business38:57 Unpacking the Success of a Sales-less Company40:00 Transitioning to the Food Packaging Industry41:15 Understanding Customer Needs and Optimizing Production43:08 The Impact of Crisis on Business Strategy44:45 Building a Customer-Centric Business Model45:47 Scaling the Business: Processes and Teams56:26 Investing in Technology and Equipment01:07:51 The Entrepreneurial Journey and Business PhilosophyKey Takeaways• The importance of identifying market gaps and delivering consistent value• How to transition from a corporate career to running a family business• Strategies for scaling a business without a traditional sales team• The power of reinvesting profits for long-term growth• Building a customer-centric business model in the packaging industryStrategic Business GrowthCrisis-Driven Decision MakingUsed the 2008 financial crisis as an opportunity to identify market needsRecognized that food industry remained stable during economic downturnsFocused on solving specific customer pain points in food packagingValue Creation FormulaIdentified and filled gaps in service and deliveryMaintained 20% spare production capacity to handle urgent customer needsFocused on delivering all three elements: price, quality, and serviceCustomer-Centric ApproachBuilt direct relationships with customers as the business ownerProvided personal cell phone number to ensure immediate responseCreated systems to support consistent service deliveryScaling MethodologyFocused on removing internal bottlenecks before external growthInvested in technology and equipment that adds customer valueBuilt robust processes before expanding customer baseNotable Quotes"Ultimately entrepreneurship, at least in my journey, was about showing up, about having some consistency, about understanding that problem and the values that existed.""The box in and of itself is somewhat of a commodity. It was about delivering that value that allowed them to accept orders, to allow them to react to changes in the market that allowed them to grow.""Being an entrepreneur is probably the most expensive MBA he could have paid for.""I remember telling my wife, I'm going to close my eyes, put my head down and work at this till I'm 40.""If

In Da Streets Radio Presents Born 2 Talk Radio
Season 3 Ep.9 What is Business Process Automation?

In Da Streets Radio Presents Born 2 Talk Radio

Play Episode Listen Later Jan 8, 2025 11:39


In this powerful episode of 10 Minutes of Talk, we dive into the transformative world of Business Process Automation and its game-changing impact on modern work. Hosts James and Jamilah explore how automation is revolutionizing industries, enabling businesses to save time, cut costs, and maximize efficiency—all without sacrificing quality.Discover real-world examples of automation in action, practical insights for integrating technology into your daily operations, and how My Biz Consulting's No Upfront Cost Business Process Automation Services can help your business thrive. Whether you're a small business owner, entrepreneur, or corporate leader, this episode will inspire you to rethink your workflows and embrace the future of work.Key Takeaways:What is Business Process Automation, and why it's essential in today's economy.How automation reduces manual errors and frees up time for strategic growth.My Biz Consulting's unique approach to automation with no upfront costs.Actionable tips to identify automation opportunities in your business.Don't miss this concise and insightful conversation designed to get straight to the point and equip you with tools to revolutionize your business operations.Tune in now on In Da Streets Radio or wherever you get your podcasts!Become a supporter of this podcast: https://www.spreaker.com/podcast/10-minutes-of-talk--5933432/support.

The Revenue Formula
Why AI is eating software (with Jonathan Moss)

The Revenue Formula

Play Episode Listen Later Jan 2, 2025 49:24


Remember Salesforce and Seibel? Well. We're about to see a lot of similar things happen thanks to AI.In today's episode, we discuss how AI is eating software - who's already being disrupted, and what a moat looks like now.(00:00) - Introduction (04:47) - AI's Impact on Software (08:34) - Understanding AI Agents (13:50) - AI's Role in Business Processes (18:16) - Challenges in AI Adoption (25:19) - The Rise of AI in Software Development (26:01) - The Importance of Smaller Models and Data (28:12) - The Role of Memory in AI (29:54) - Knowledge Graphs and Their Impact (31:08) - Customer Success and AI (33:12) - Navigating AI for Incumbents (38:27) - The Future of AI-Driven Companies (42:34) - Practical Tips for AI Integration This episode is brought to you by by Fullcast, the only AI-powered platform that streamlines your entire sales lifecycle — from plan to pay. With modules like territory and quota management, routing, and capacity planning, Fullcast adapts to your unique needs — whether you need one solution or an all-in-one platform.Ready to see the difference? Visit Fullcast.com and mention the Revenue Formula Podcast to unlock an exclusive premium gift, just for listeners!Never miss a new episode, join our newsletter on revenueformula.substack.com

Coffee w/#The Freight Coach
1087. #TFCP - Utilizing Multi-Channel AI To Scale In Logistics!

Coffee w/#The Freight Coach

Play Episode Listen Later Dec 6, 2024 30:51 Transcription Available


Let's dive into the last episode of this week with a returning guest, Jesse Buckingham, talking about the evolving technology in the transportation business! Today, Jesse presents Vooma's vision to streamline logistics by reducing manual tasks, the critical role of speed and efficiency in freight brokerage, valuable startup insights, and rapid AI advancements!   About Jesse Buckingham Jesse is a founder of Vooma, an automation platform for freight brokers and carriers that automates email quoting and load building using AI. Vooma has been adopted by leading brokers like Echi, MODE and Arrive to maintain and further build their competitive advantage. Before Vooma, Jesse was the CEO of a logistics software company that sold to brokers, carriers and fleet owners that he grew from $2M to $20M+ ARR. Previously Jesse was a strategy consultant with Bain & Company and earned his MBA from Stanford GSB.   Connect with Jesse Website: https://www.vooma.com/  LinkedIn: https://www.linkedin.com/in/jesse-buckingham-79649a26/  

Coffee w/#The Freight Coach
1077. #TFCP - Digitizing The Shipper & Carrier Process!

Coffee w/#The Freight Coach

Play Episode Listen Later Nov 21, 2024 33:08 Transcription Available


In this episode, Cargobot's CEO, Fernando Correa, delves into the digitization of freight and its transformative impact on the transportation industry! Fernando highlights the inefficiencies in the market, the CargoBot's role in fostering connections between shippers and carriers through innovative technology, the challenges of standardizing technology in a fragmented industry, and the importance of technology for owner-operators!   About Fernando Correa Fernando Correa is an experienced chief executive officer with 20 years of experience working in consulting services specializing in the supply chain for the transportation, trucking and railroad industries. His vision for Cargobot concentrates on an advanced value proposition with the use of technology, disruptive business rules creating efficiency, and visibility and transparency for the inland freight industry. Fernando is an expert in negotiation, customer service, sales, strategic planning and team building. He graduated in Business Administration from the University of Madrid.   Connect with Fernando Website: https://www.cargobot.io/  LinkedIn: https://www.linkedin.com/in/fernando-correa-a12705141/  

The Industrial Talk Podcast with Scott MacKenzie
Edgar Amaya with Accruent

The Industrial Talk Podcast with Scott MacKenzie

Play Episode Listen Later Nov 20, 2024 19:07 Transcription Available


Industrial Talk is onsite at Accruent Insights and talking to Edgar Amaya, VP, Professional Services and Customer Experience at Accruent about "Customer Obsessed in solving today's challenges". Introduction and Welcome 0:00 Scott MacKenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry innovations and professionals. Scott welcomes Edgar Amaya, Vice President of Professional Services and Customer Experience at Accruent, to discuss updates on AI and other topics. Edgar shares his positive experience at the conference, mentioning the location in San Antonio, Texas, and the nearby River Walk. Scott and Edgar engage in small talk about the conference, food, and weather, before delving into the main conversation. Edgar's Role and Conference Experience 2:15 Edgar provides a brief background about his role at Accruent, focusing on customer satisfaction and experience. He expresses his excitement about attending the conference and reconnecting with customers and friends. Scott praises Accruent's customer-focused approach, highlighting their commitment to solving customer problems and making necessary modifications to their solutions. Edgar emphasizes that Accruent is "customer obsessed," which aligns with their values and approach to business. AI Updates and Customer Feedback 3:54 Scott and Edgar reflect on their last conversation at the previous year's conference in Nashville. Edgar discusses the rapid advancements in AI over the past year, noting its complementary role in enhancing decision-making and space utilization. He shares an example of a university managing 500 daily event requests, illustrating how AI could streamline these processes. Scott and Edgar discuss the potential distractions and hype around AI, emphasizing the need for practical applications and careful consideration. AI's Role in Business Processes 7:09 Edgar explains that AI should complement existing business processes rather than replace them, providing insights and aiding in decision-making. He highlights the rapid advancements in AI models, such as ChatGPT, and their impact on various aspects of data processing. Scott and Edgar discuss the challenges of managing the power requirements for AI processing and the broader implications of AI adoption. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2023. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! EDGAR AMAYA'S CONTACT INFORMATION: Personal LinkedIn: 

Coffee w/#The Freight Coach
1074. #TFCP - Can Tech Be A Massive Liability For Your Business?!

Coffee w/#The Freight Coach

Play Episode Listen Later Nov 18, 2024 31:20 Transcription Available


Another remarkable guest, Robert Bain from GLCS, is back on the show for more insights on the logistics tech! Robert emphasizes the significance of reviewing tech subscriptions, TMS for smaller freight operations, solid business processes, continuous training, and building strong relationships to gain a competitive edge against bigger names in the industry!   About Robert Bain Robert Bain, more commonly known as "Bain", has been involved with the transportation and logistics industry for nearly 2 decades. He has worked in a variety of operations and sales roles, from seat level all the way to VP of operations. He has worked for Amazing organizations such as CRST, UberFreight, Shipwell, Quad, and currently consults with the team at GLCS. He resides in the Chicagoland area with his wife Nikki, 4 children and granddaughter. When not engaged with family, clients, or in thought leadership within the sector via public appearances, interviews, and podcasts, Bain is typically in the gym maintaining his title of "The Strongest Man in Logistics". He boasts personal bests in competition of a 1063 lb Squat, 610 lb bench, 705 lb deadlift, and 2300 lb total.   Connect with Robert Website: https://www.globallcs.com/  LinkedIn: https://www.linkedin.com/in/robert-bain-435abb2b/  Instagram: https://www.instagram.com/bain316/?hl=en  Email: rbain@glcs.net  

Coffee w/#The Freight Coach
1069. #TFCP - Optimizing Your Workflow In Freight!

Coffee w/#The Freight Coach

Play Episode Listen Later Nov 11, 2024 30:36 Transcription Available


Let's delve into vital strategies for optimizing business practices for this week's first episode with Walter “Mitch” Mitchell of TAI Software! Mitch is back on the show to emphasize prioritizing revenue-generating activities, the delicate balance between urgent tasks and process enhancement, and advocating for the documentation of workflows to foster accountability and continuous improvement!   About Walter “Mitch” Mitchell Walter “Mitch” Mitchell is the CEO of Tai Software, a robust transportation management system tailored for freight brokers. With over 20 years of experience in architecting software applications and leading teams to build business solutions, Mitch is a technology expert passionate about driving continuous growth and embracing change to deliver high-quality results. As a hands-on technology leader, Mitch ensures project success by setting clear objectives from conception to completion. His tenacious drive and dedication to excellence have earned him a reputation for guiding diverse teams across development, sales, and customer service, all while prioritizing their well-being. Outside of his professional life, Mitch enjoys spending quality time with his wife and two children. He is an avid outdoor enthusiast who loves snowboarding, wakeboarding, biking, and ice hockey.  

Now Your Business
Streamline Business Processes & Train VAs: Kris Ward's Productivity Secrets

Now Your Business

Play Episode Listen Later Oct 24, 2024 33:06


 This week's episode of Win The Hour, Win The Day Podcast interviews, Kris Ward. Feeling overwhelmed by your business? In this episode, Kris Ward talks with Reb about how to reclaim your time and make your business run smoother. Discover her simple tricks to get out of the busy trap! In this insightful chat, you'll learn:- How to stop being the bottleneck in your own business.- Why Kris's Super Toolkits make work easier and faster.- The benefits of real-time coaching with Kris using Voxer.- How training virtual assistants can help you build a strong team.- The secret to working fewer hours while growing your business. Ready for a business breakthrough? Don't miss this chance to transform your work life! Win The Hour, Win The Day! www.winthehourwintheday.com  Podcast: Win The Hour, Win The Day Podcast  Facebook: https://www.facebook.com/winthehourwintheday/LinkedIn: https://www.linkedin.com/company/win-the-hour-win-the-day-podcast #VirtualAssistantTraining#LeadershipDevelopment#StreamlineProcesses#KrisWard

The Salesforce Admins Podcast
How Business Process Documentation Enhances Data Collection

The Salesforce Admins Podcast

Play Episode Listen Later Oct 17, 2024 35:33


Today on the Salesforce Admins Podcast, we talk to Jennifer Cole, Director of Business Intelligence and Automation at 908 Devices. Join us as we chat about how Salesforce Admins can bridge the gap between business processes and data accuracy. You should subscribe for the full episode, but here are a few takeaways from our conversation […] The post How Business Process Documentation Enhances Data Collection appeared first on Salesforce Admins.