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this special episode of Cloud Wars Live, Bob Evans chats with Gerrit Kazmaier, president, products and technology, Workday. They explore how Workday is evolving into a platform company, the role of AI agents in reshaping enterprise workflows, and why trust, accuracy, and extensibility are key to future-ready business solutions. Kazmaier also discusses Workday's approach to ecosystem innovation and composable ERP.Workday's AI FutureThe Big Themes:Real-World Business Value From AI-Driven Results: Workday's AI capabilities are already producing concrete results. Kazmaier shares examples like a recruiting agent that increased recruiter capacity by over 50% and contract intelligence tools that slashed legal costs by up to 60%. These aren't experimental features—they're embedded in Workday's workflows to improve productivity and efficiency.Agents Will Enhance, Not Replace Applications: Kazmeier addresses the myth that AI agents will replace applications. Instead, Workday sees agents as accelerators of existing apps. Many enterprise applications were designed around human cognitive limits, but now AI agents can take over some of those mental loads. Over time, agents will become so proficient they'll perform roles autonomously. But they won't erase apps,they'll enhance them.Composable ERP Is Now a Reality: Workday is making good on the long-promised vision of composable ERP: modular, customizable systems that allow organizations to choose the best tools for each job. Historically, integration challenges made composability difficult. Now, AI simplifies that complexity. Intelligent interfaces and smarter integration allow Workday's ecosystem to plug into its core platform more fluidly.The Big Quote: “This is like early Internet days . . . some people had innovative ideas. But economics weren't just there. Bandwidth was limited and expensive; not everyone had an Ilenternet-ready device...but as exponential improvements happened . . . an entirely new economy was invented, and I think it's the same with AI."
At Google Cloud Next 2025, Google Cloud Vice President of Applied AI Duncan Lennox sits down with Bob Evans in part three of our series "Google Cloud and the AI Revolution." They discuss how Google Cloud is redefining enterprise applications through purpose-built AI agents, the shift from incremental to transformational innovation, and how businesses can harness agentic AI to deliver seamless, end-to-end customer experiences at scale.Google Cloud's Agentic RevolutionThe Big Themes:Beyond Infrastructure to Applied AI: Historically, Google Cloud was associated with infrastructure, data analytics, databases, and backend technologies. However, it's now undergoing a transformation, stepping boldly into the realm of applied AI. Rather than just competing with established players in enterprise applications (like ERP, HCM, or CRM), Google Cloud is innovating at a more foundational level by creating entirely new types of agents and applications.The Customer Engagement Suite, A CRM Rethink: Google Cloud's Customer Engagement Suite isn't just an upgrade to traditional contact center software — it's a full reimagining of how businesses engage with customers. Historically, customer service was seen as a cost center: something to be optimized for efficiency and minimized wherever possible. Google Cloud flips that on its head. With the Customer Engagement Suite, the focus shifts toward creating differentiated, high-quality customer experiences that build brand loyalty, satisfaction, and even new revenue streams.Best Adoption Practices: Lennox discusses several best practices for companies looking to succeed with applied AI. First, start somewhere tangible — don't try to "boil the ocean." Select a high-visibility area where AI can solve real problems and produce measurable results. Second, tie your efforts directly to business outcomes, such as customer experience improvements, revenue growth, or operational savings. Third, choose a strategic partner capable of evolving with you as the technology advances.The Big Quote: "Experimentation is great, of course, but what I see more and more as I talk to C-level executives is they now want to be able to deliver ROI, and you have to make some bets. You've got to choose some areas. For us in applied AI, Customer Engagement Suite has been a great one, because it's a problem that C-level execs can understand."Learn More:Check out details about Customer Engagement Suite, and follow Duncan Lennox on LinkedIn.
At Google Cloud Next 2025, Google Cloud VP and CTO Will Grannis joins Bob Evans to explore how AI is reshaping enterprise technology. Grannis shares how Google Cloud's OCTO team works with customers on complex challenges, using DeepMind research, next-gen TPUs, and AI-native infrastructure, while noting the fading line between B2B and B2C and the cultural changes needed to adapt.Inside Google Cloud's AI Strategy Google Cloud Is AI-Native at Its Core: Grannis says that Google Cloud's approach to AI is foundational. The organization's mindset, shaped by Google's long-standing leadership in AI, infuses every layer of its stack, from infrastructure to user interfaces. With a legacy of deploying machine learning at scale for over a decade, Google Cloud doesn't just offer AI tools—it helps customers reimagine their businesses through AI-native thinking, using products like DeepMind and innovations born across Google's consumer ecosystem.The OCTO Team Solves the Hardest Problems with Customers: Grannis leads the Office of the CTO (OCTO), a team he jokingly calls “the nerdy Navy SEALs.” They tackle highly complex, unsolved customer challenges that can't be addressed by existing products. Rather than building solutions in isolation, they co-create alongside customers. They start with business outcomes and design backward.Multi-Modality and Multi-Agent Systems Are the Future: Looking ahead, Grannis predicts that multi-modal AI, i.e. models that process images, text, speech, and even scent, will become the standard. He also foresees a shift from single-function agents to “agentic workflows” powered by multiple orchestrated AI agents. Google is prototyping orchestration with projects like Astra, that signal a future where AI is not only intelligent but contextually aware and collaborative.The Big Quote: “People . . . spend a lot of time just trying to take a PDF and analyze it. It seems very true. It is a pain . . I think that's one reason why a NotebookLM or a product like that has been so popular because it really attacks like the heart of what people hate doing at work. [AI] puts them in the driver's seat. They can ask questions, they can do analysis.”Learn more:Check out OCTO, NotebookLM, and Google Cloud.
Inside SAP Business NetworkThe Big Themes:New Organizational Structure: SAP reorganized its internal teams by combining Business Network and Digital Supply Chain into a new unit: Supply Chain Management. While this may sound like internal restructuring, Tony Harris explained that for customers, it signals a major innovation push. A major focus in 2025 will be on supply chain orchestration and supply chain risk — two areas that demand real-time responsiveness and cross-functional collaboration.SAP Business Network as a Response to Tariffs and Disruption: With the rise of geopolitical tensions, trade wars, and tariffs, companies need to rapidly adjust their supplier bases. SAP Business Network helps companies respond to such disruptions. If tariffs threaten certain international suppliers, businesses can use SAP Business Network to quickly identify alternative suppliers in unaffected regions or within domestic markets.Introducing SAP Business Network Promote Subscription: On the very day of the interview, SAP launched a new subscription service called SAP Business Network Promote, designed specifically for suppliers. This offering helps vendors raise their visibility and connect with global buyers on SAP Business Network. Features include enhanced and verified company profiles, uploading of full product catalogs, and access to AI-powered tools for responding to requests for information (RFIs), improving content, and correcting invoice errors. Suppliers also receive robust data insights.
The Big Themes:AI and Humans Working Together: Salesforce envisions a future where AI and humans collaborate rather than compete. Rather than replacing human jobs entirely, AI is seen as a tool that enhances human productivity by handling repetitive tasks, improving decision-making, and streamlining workflows. Salesforce's AI-driven offerings, like Agentforce, are designed to integrate seamlessly with existing systems to empower employees.Rapid Adoption of AI Agents: At Dreamforce, Salesforce onboarded over 10,000 companies onto Agentforce in just three days, demonstrating the speed at which AI adoption is occurring. This large-scale deployment suggests that businesses are eager to implement AI-powered solutions that can immediately improve efficiency. Unlike traditional software rollouts, which can take months or even years, Salesforce's AI systems can be integrated within minutes, allowing companies to see immediate benefits.AI's Future Includes Robotics: Salesforce anticipates that AI will soon extend beyond digital applications and into robotics, enabling automation in physical environments. AI-powered robots could be deployed in manufacturing, logistics, field service, and even household tasks. For instance, AI agents could be embedded in robotic systems that perform maintenance, deliver goods, or assist with healthcare services.The Big Quote: "Our CEO, Mark Benioff, kind of kidded around in Davos to a room full of CEOs saying, 'Congratulations, you're the last CEOs who ever managed an entirely human workforce . . . the punch line is, going forward, there's going to be AI and humans working together to help customers on every company around the world."
Validated Partner Status Enhances Client Confidence and Outcomes: Infosys' achievement of becoming an SAP-validated partner for RISE with SAP ensures that Infosys provides a predictable, standardized, and scalable approach to cloud ERP transformations. Clients gain clarity on transition strategies, enabling them to adopt clean core principles and maintain differentiation in their business processes. This rigorous partnership offers assurance about time, cost, and risk in transformation projects.AI-Driven Solutions and Industry-Specific Playbooks Add Value: Infosys leverages AI-first approaches and solutions, such as Infosys Cobalt and Topaz, to drive client transformations. By focusing on industry-specific playbooks and workflows, Infosys reimagines business processes, such as order-to-cash, with AI-driven efficiency. The use of 40+ AI-infused accelerators enables rapid adoption and delivers measurable benefits, like enhanced customer satisfaction and reduced errors.The Critical Role of SAP's Business Technology Platform (BTP): SAP's BTP plays a vital role in helping clients maintain clean core principles while allowing unique business workflows to operate independently. Infosys supports this transition by building customer-specific solutions on SAP BTP. For example, an electric utility company reduced billing errors by 30% and enhanced customer satisfaction through predictive insights enabled by Infosys' intelligent customer insights solution built on BTP.The Big Quote: “We are leveraging AI for the cloud ERP implementation by embedding AI in the various services we deliver to clients, whether it is code generation, whether it is knowledge acquisition, whether it is using more nuanced industry solutions . . . so that it is leading to improved quality, higher productivity and accelerated timeline for execution."
The Big Themes:Network Benefits for Buyers and Suppliers: The SAP Business Network brings together buyers and suppliers. Buyers use the network to strengthen supply chains, meet sustainability goals, and access new markets. Suppliers use it for business growth, streamlined processes, and greater visibility. The network is free for suppliers to join, allowing them to build profiles, respond to RFIs, and engage in sourcing events. With millions of global suppliers, the network serves businesses of all sizes.Transformation of Traditional Business Models: SAP Business Network is helping to eliminate the old divide between back-office and front-office operations. It integrates various business functions — procurement, supply chain, logistics, and order collaboration — making them work together to improve the customer experience. This transformation is vital in an era where customer experience is a key differentiator in competitive markets.Inclusivity of Small and Medium-Sized Enterprises (SMEs): SAP Business Network is designed to serve businesses of all sizes, from large enterprises to smaller boutique firms. With the introduction of the Promote subscription in 2025, small suppliers can showcase their products and services alongside larger companies. Additionally, the network's Discovery feature provides smaller suppliers with the chance to participate in large procurement opportunities.The Big Quote: “We have the biggest companies in the world as suppliers on the network, but we also have millions of SME-sized organizations. Smaller suppliers don't always have a way to showcase their catalogs of products or services in the same way that maybe a large company or a large supply would have, but this new set of capabilities we're providing to suppliers under
Episode 55 | Tech Disruptions AheadThe Big Themes:Optimism for 2025 as a Transformative Year: Wayne and Bob express optimism about 2025, particularly for the U.S. economy and its impact on CIOs and digital transformation initiatives. Sadin talks about deregulation and efficiency measures, such as those championed by the Department of Government Efficiency (DOGE), could boost confidence and growth.AI and Automation Rise: AI and automation are pivotal for driving efficiency and reclaiming productivity. Examples include ServiceNow's claim of saving users 1.5 days of productivity weekly by automating low-value tasks. Wayne and Bob cite leaders like Larry Ellison and Elon Musk as potential drivers of this transformation, particularly if given the freedom to innovate without excessive regulation.Advances in Chip Technology Drive Performance and Cost Efficiency: Technological advances in chip design, such as the development of two-nanometer chips, promise dramatic gains in performance and efficiency. Wayne points out that smaller feature sizes on chips enable exponentially more transistors per unit, which reduces costs, improves thermal efficiency, and unlocks new capabilities for AI and data processing. This progress aligns with Moore's Law and could revive productivity leaps in hardware development.The Big Quote: "Microsoft's going to be a winner because they've got the legs of the stool, AI in it. Well, maybe four legs, AI, integration, platform, and application. And you don't see that with most of the other players, their application focus, their platform plus application, but Microsoft plays at all layers of the stack, so I can mix and match."
Supply Chain InsightsThe Big Themes:Customer-Centric Supply Chains: Customer-centric supply chains are about aligning every aspect of the supply chain to serve the ultimate consumer. Val describes this as keeping the "why" — the customer — at the forefront, rather than focusing solely on operational efficiencies. Companies that succeed here often find themselves leaders in their industries, regardless of size.Cultural and Technological Shifts in Supply Chain: Val underscores the need for cultural change within organizations to adopt customer-focused practices and leverage innovative technology. Businesses must move beyond outdated methods (e.g., fax orders) and embrace digital solutions. Leadership plays a vital role in fostering this transformation, promoting a culture of adaptability, and aligning employee incentives with customer-driven goals.The Role of Regulatory Compliance: Compliance with regulations, such as those preventing the use of goods linked to unethical practices like child labor, is becoming a non-negotiable aspect of supply chains. Val points out that meeting these requirements not only avoids legal penalties but also ensures long-term viability and trust in global markets. Compliance is a driving force for adopting modern supply chain technologies.The Big Quote: “[SAP Business Network] really does modernize how companies connect and collaborate across the supply chain. More specifically, the platform integrates into a company's back-end system. It can be to their ERP system, it can be through their procurement system. It can integrate to their logistics system, their planning system, and it allows us to actually send transaction documents back and forth . . . and gives you visibility across that entire supply chain."
Google Cloud's Innovation and GrowthThe Big Themes:Google Cloud's record growth and market positioning: In 2024, Google Cloud experienced five consecutive quarters of accelerating growth, including a remarkable 35% growth in Q3, up from 29% in Q2. Kurian attributes this success to the company's ability to listen to customers, innovate with products that meet their evolving needs, and strategically invest in a strong go-to-market organization.AI cost reduction and efficiency: Kurian comments on Google Cloud's efforts to significantly reduce the cost of AI models. Through improved software stack capabilities and optimizations, Google has decreased the cost of AI by more than 10x in just six months. Reducing latency, improving response accuracy, and utilizing distillation (e.g., making models run on smaller devices like phones) have contributed to lowering operational costs while increasing model efficiency. This approach has resulted in a 15-17x growth in model usage in just five months.The evolving role of cloud in business transformation: Kurian notes a fundamental shift in how businesses view cloud computing. Initially seen as a way to reduce costs, cloud is now seen as a tool for driving business transformation. AI, analytics, and security capabilities are helping organizations speed up decision-making, optimize logistics, and gain competitive advantages. Kurian believes that the next wave of cloud adoption will focus more on enabling new business models, products, and markets rather than just reducing IT costs.The Big Quote: “We tend to look ahead by listening to customers and understanding their needs, and create in a disciplined way, new product offerings. If you look a the last five years, we've introduced enough steady cadence. First, we started with infrastructure, then we added databases to it. We used our strength with BigQuery to build out an analytics portfolio. We were one of the earliest to say . . . we should not only provide [customers] a secure cloud, but we should also build a security product portfolio. Every one of those has driven diversification of our revenue stream."
Bayer's Data Evolution with AlloyDBThe Big Themes:Data complexity and intelligent agriculture: Bayer Crop Science is addressing agriculture's complex data challenges. The company integrates data such as satellite imagery, weather conditions, soil data, and IoT device inputs, to drive innovation in seed development and farming practices. By leveraging cloud technologies like AlloyDB, Bayer's teams can support the future of farming, despite challenges posed by climate change and rising global food demand.Integrating BigQuery for comprehensive analytics: To further enhance its data-driven insights, Bayer integrates Google BigQuery alongside AlloyDB for extensive data analysis. BigQuery serves as the central analytics warehouse, receiving billions of phenotypic data points for in-depth modeling and decision-making. During harvest season, Bayer can quickly access and analyze comprehensive datasets, enabling better decisions across production and supply chains.Harvest season demands and system resilience: During harvest season, Bayer Crop Science faces intense pressure as high volumes of data flow in, requiring real-time analysis and decision-making. The peak demand period sees a sharp increase in read and write operations, making it essential for Bayer's data system to function seamlessly. AlloyDB played a crucial role in handling these spikes by providing low-latency data processing and high availability.The Big Quote: “Climate change is a new challenge. You see some of these forecasts coming out of academia that yields will go down by 30% — that will arrest this great trend that we've seen continually increasing over the last 100 years. We need to solve for that, and that's going to take new types of data and new approaches and these types of things."
Episode 445 | Reflecting on 2 Years of Generative AIThe Big Themes:GenAI's Anniversary: Reflecting on the two-year anniversary of GenAI hitting the mainstream, Bonnie notes that in reality, we still haven't seen a lot of changes yet in the sense that AI hasn't taken our jobs. The overall consensus is that many people are using it to increase productivity; the idea that we're replacing half the workforce overnight is not coming to be.Rapid Implementation: While some companies may not have much flexibility on their implementation timeline, fast and cheap isn't necessarily the best way to incorporate AI. Rapid implementation can lead to unanticipated risks and increased costs in the long run.Software Vendors and Partners: For customers to truly benefit from implementing AI, they need good partners to help them be realistic with their timelines and options. The good software vendors and partners are cautioning customers to ensure they know what they're getting into and making deliverables clear.The Big Quote: “Work with a partner that you trust and that's going to tell you the truth...They've seen it a million times. They know you as well and they know your resources. They know the scope of your project. Find those partners that you can really trust and they're going to help you [and] lead you on the right path.”
Transforming Business with CloudThe Big Themes:Role of chief integration officer (CIO): Joe Fanutti, originally the CFO of Bill Gosling Outsourcing, transitioned into the chief integration officer role. His role exemplifies the need for businesses to integrate people, technology, and operations, particularly as companies pursue both organic and inorganic growth. This evolving CIO title represents a modern shift in leadership.Automation and workforce efficiency: Automation has been a key enabler for Bill Gosling, particularly in managing high workforce turnover and streamlining administrative tasks. For example, automation in resume ingestion and candidate matching optimized the hiring process, reducing manual work. Similarly, automation in bank reconciliations and supplier invoicing allowed the finance team to focus on high-value tasks.Empowering employees with AI: Workday Assistant has transformative potential in enhancing employee experiences within organizations. Workday Assistant leverages AI to streamline HR processes, allowing employees to access information and complete tasks with ease through conversational interfaces.The Big Quote: "The payables team I have now is the same size as 10 years ago. So we're able to scale . . . . [from] 400 to 6,000 employees, but the payables team is the same size. How did we do that? Well, that's how you do it — automation."
Oracle's Expanding Multi-Cloud StrategyThe Big Themes:Oracle's unique cloud architecture: Oracle's differentiated cloud architecture offers customers flexibility across different environments, whether public, private, or government. This hybrid architecture ensures that customers can deploy the same services whether they need an on-premises solution, a fully isolated cloud region, or a multi-cloud setup. Oracle's approach also addresses the specific needs of regulated industries, like finance or healthcare.Global expansion and investments: Oracle is heavily investing in expanding its cloud infrastructure across the globe, including in emerging markets like Saudi Arabia, Malaysia, and Latin America. These investments aim to meet growing local demands for cloud services while enhancing Oracle's global footprint. By establishing more localized data centers, Oracle can reduce latency for customers, ensure data sovereignty, and cater to regional regulatory requirements.Multi-cloud partnerships: Oracle's partnerships with major cloud providers like Microsoft, Google Cloud, and AWS represent a shift in the cloud industry, as it was previously unheard of for these companies to collaborate. Oracle recognized early on that customers were using multi-cloud strategies, so it adapted by integrating with these other platforms. Its willingness to collaborate with competitors reflects its commitment to answering customers' needs.The Big Quote: “It is very clear that customers drive our strategy . . . Oracle is kicking this multi-cloud era forward, an open era, if you will."
The Big Themes:Oracle's multi-cloud strategy: Karan emphasized how Oracle has been working for nearly a decade to offer customers flexibility in using Oracle's technology across different cloud providers. It has partnerships with Microsoft, Google, and now AWS, allowing customers to use Oracle Cloud Infrastructure (OCI) with the same performance and reliability as they would on Oracle's platform.Technology and business challenges: Karan acknowledged the technical complexity of integrating OCI into other cloud providers' systems, but stressed that the bigger challenge was building the relationships necessary to make these partnerships work. The goal has been to break down competitive barriers and prioritize customer needs, which he sees as a transformative approach in the tech industry.Scaling infrastructure: Oracle is simultaneously building large-scale data centers for the growing AI and cloud needs, while also working on smaller, more modular systems that can be deployed quickly. This allows them to scale up or down based on customer demand, addressing a broad spectrum of use cases.The Big Quote: "Our goal is to allow customers to get access to Oracle technology in an untethered way with the same level of security, regulatory compliance, and performance... Everything, everywhere. All services are secure, all services are performant. You pick."
Google Cloud's AI EdgeThe Big Themes:Google Cloud's AI leadership and Gemini: Google Cloud's Gemini model demonstrates its continued innovation in the AI space. The Gemini AI family integrates advanced capabilities in natural language processing (NLP), machine learning (ML), and large language models (LLMs) to deliver groundbreaking business offerings. With the rise of GenAI, Gemini serves as the backbone for a wide array of applications, including chatbots, content generation, and predictive analytics.Strategic partnerships boosting Google Cloud's ecosystem: Google Cloud has strategically partnered with industry leaders like NVIDIA, SAP, and Salesforce to expand its AI and cloud computing capabilities. Google Cloud's partnership with NVIDIA allows businesses to leverage the power of high-performance GPUs for demanding AI workloads. Meanwhile, partnerships with SAP and Salesforce bring AI-enhanced ERP and CRM systems to the forefront of digital transformation efforts.Generative AI and its business implications: Google Cloud's GenAI is setting new benchmarks for business applications. GenAI goes beyond traditional automation by creating entirely new content. For businesses, this opens up endless possibilities. Among them, customer-facing applications such as chatbots powered by GenAI can mimic human conversation with a high degree of accuracy, creating more meaningful customer interactions.The Big Quote: "It's not that the robots are coming to take over our jobs, it's that it's making an agent more productive, and it's making a customer experience just more satisfying."
Episode 44 | Workday Rising AI InsightsThe Big Themes:The evolution of AI tools: AI tools have moved from basic task automation to more sophisticated systems like copilots and autonomous agents. Bonnie introduces the concept of "orchestrators," which monitor and optimize workflows based on real-time feedback. This evolution signifies a shift toward more dynamic and intelligent systems that can adapt to changing business environments and user needs.Strategic partnership: Bonnie talks about the significance of partnerships, particularly between Workday and Salesforce, in creating a more powerful toolset for users. By leveraging both organizations' strengths, customers can access integrated solutions that enhance operational efficiency. This partnership exemplifies how collaboration in the tech industry can lead to greater innovation and more comprehensive service offerings.Illuminate, the AI branding strategy: Workday's branding of its AI initiatives as "Illuminate" represents a strategic approach to making AI accessible and user-friendly. Bonnie explains that this branding aims to demystify AI for end-users, transforming it from a complex developer tool into a consumer-grade experience. This initiative reflects a broader trend of making advanced technologies more approachable for everyday users.The Big Quote: “The power of the partnership between [Workday and Salesforce], leveraging both of their agencies together, is a real win for customers."
AI Transformation at NetSuiteThe Big Themes:AI integration and customization: NetSuite focused on integrating AI into its platform. Evan points out the importance of large language models and traditional AI working together to identify data patterns and enhance productivity. Features like Text Enhance and the new “Ask Oracle” tool enable businesses to tailor AI applications to their specific needs without needing extensive IT resources.AI adoption across industries: NetSuite is seeing a surge in AI adoption, especially among its customers in software and internet industries. However, the company's strategy is to make AI valuable and user-friendly for all sectors. By integrating AI tools directly into everyday workflows, like using the search box to ask complex business questions, NetSuite aims to make non-technical users comfortable with these advanced tools.Meeting business needs with tailored offerings: NetSuite is committed to providing businesses with tools that are both powerful and easy to customize, catering especially to small and midsize businesses that may lack extensive IT resources. The company's philosophy has always been to offer robust out-of-the-box capabilities while also allowing customers to tailor these features to their specific needs. Recent AI-driven enhancements demonstrate this commitment.The Big Quote: “You should be able to ask the question in plain language and get an answer back in plain language, and that's the ultimate business user experience.”
Efficient AI Model EconomicsThe Big Themes:GenAI and its practical application: GenAI has emerged as a major focus in enterprise settings, with organizations exploring its potential to enhance core business processes. While many have successfully integrated generative AI into their workflows, others face challenges moving beyond continuous prototyping to actual production deployment. Key to overcoming these hurdles is understanding the limitations and capabilities of AI models.Economic advantages of smaller AI models: Smaller AI models, such as the 35 billion parameter models from Cohere, represent a significant economic shift in the AI landscape. These models, which can be run on a single GPU, offer a more cost-effective alternative to larger models, reducing the financial burden associated with AI deployment. These mid-sized models are not only cheaper but also capable of covering the majority of use cases effectively.AI integration into Oracle's software-as-a-service (SaaS) portfolio: Oracle has integrated generative AI into its software-as-a-service (SaaS) portfolio, enhancing various business functions without additional charges. This integration includes features like automated job postings and Salesforce optimization. Greg notes that this approach adds significant value to Oracle's offerings.The Big Quote: “People try to chase the latest and be on the frontier but never really commit to making something work for production."
Episode 43 | Oracle's AI and Security InnovationsThe Big Themes:Completeness of suite: Oracle has an integrated approach across industries, offering a full suite of applications and services. Its multi-cloud offerings and the inclusion of infrastructure and vertical-specific applications set it apart. This completeness was emphasized with customer stories from DHL, MGM, and others.Embedded AI: Oracle's AI tools are built directly into its applications, providing contextual insights based on user roles, history, and security levels. This integration allows for seamless decision-making across different business functions like HR, sales, and supply chain management, offering customers greater functionality without adding to their tech stack.Security: Larry Ellison discussed Oracle's commitment to eliminating passwords and enhancing security through biometrics. Oracle's security offerings operate at the data, application, user ID, and network levels. The approach involves building strong networks first and then deploying security "agents" to detect and neutralize threats.The Big Quote: “ . . . Embedded AI means that clients just have to turn it on. It's not like they have to add something new to the tech stack. It is there as an option, whether they turn it on or off."
Google Cloud AI Security InsightsThe Big Themes:Google's ecosystem-driven security approach: Google Cloud's partner ecosystem, consisting of entities such as managed security service providers (MSSPs) and global systems integrators, helps deliver top-notch security services. While Google maintains a small in-house service capability, partners are key to scaling and extending innovations to customers. Google provides AI tools to partners, who enhance their product offerings to better serve end customers. This model ensures that the latest security advancements, such as AI integration, are accessible.Transitioning from assisted to autonomous security: Google Cloud envisions a future where AI will evolve from assistive to fully autonomous security workflows. Currently, AI plays an assistive role by providing actionable insights to security teams, helping them prioritize threats and respond more effectively. However, the goal is to transition these capabilities into semi-autonomous workflows, with the potential for fully autonomous security systems in the future.Enhancing CISOs' efficiency with AI: One of the key problems CISOs face today is the overwhelming number of security alerts, which makes it challenging to identify and act on the most critical threats. Google Cloud addresses this issue by leveraging AI to sift through thousands of alerts, helping CISOs quickly identify the most significant risks. AI can provide real-time insights, suggesting actions to mitigate potential threats and reduce the noise from less pressing alerts.The Big Quote: “AI is only as good as the data that the model is trained on and, in the world of security, we happen to have probably the world's most high quality and quantitative data set in threat intelligence."
Scaling Generative AIThe Big Themes:Prioritizing cost and impact: Businesses are focused on the dual priorities of cost efficiency and impactful results when implementing generative AI. With numerous potential applications for generative AI, organizations need to evaluate which projects will deliver the highest value. This approach involves collaborating with partners to identify the opportunities that offer the most substantial benefits.Open ecosystem advantage: Google Cloud's emphasis on openness and flexibility is a key differentiator in the AI landscape. Its commitment to open systems and platforms allows for various models and technologies, including first-party and open-source offerings. This open ecosystem approach enables businesses to leverage various AI models and infrastructure options, enhancing scalability and adaptability.End-to-end offerings: Google Cloud offers a comprehensive AI stack that supports a wide range of applications, from foundational models to advanced infrastructure. This end-to-end tool facilitates the development and scaling of sophisticated AI applications. The integration of various layers, including model capabilities, hardware options, and platform services, enables partners to deliver efficient and effective AI offerings.The Big Quote: “Having great models is one thing, but having differentiated infrastructure and a platform — all those three things come together, and I think we are unique in that sense."
Creating Value with TeradataThe Big Themes:Open Table Formats: Datasets are one of the most common ways that organizations use open table formats, as it enables them to combine several types of data and access that data. Open table formats are improving performance which will help drive a more flexible, low-cost storage option for enterprises. Having this level of customer choice will drive greater adoption and outcomes for customers deploying open table formats over time.Trusted AI: Trusted systems require access to data, but it must be properly managed data. Open table formats can help with trusted data progression, such as reducing data duplication by consolidation and providing a single place of oversight. As open table formats match agility and flexibility with the appropriate levels of governance, it can deliver trusted outcomes that overflow into providing trusted AI.Driving Customer Value and Success: Providing customers with opportunities for success is the ultimate driver. For example, Teradata supported a call center that wanted to improve customer satisfaction and outcomes based on the call center data. Teradata provided the organization with text analytics, large language models, and more being driven through a Teradata analytic model engine that provides real-time advice to agents.The Big Quote: “We've always said, ‘Whoever has access to the most data can win in the analytics space.' So, open table formats are a key component of really helping companies create an environment of trust around the data because without trusted data, you can't have trusted AI.”
Google Cloud Data InnovationsThe Big Themes:Integration of unstructured data with AI: Google Cloud is shifting how enterprises leverage their data by integrating unstructured data (which makes up 85-90% of all data) with structured data through its BigQuery multimodal data foundation. This integration allows for a more comprehensive data landscape where AI models can seamlessly access and analyze both types of data. This approach addresses the limitations of traditional data systems and unlocks new potential for AI-driven analytics.The role of partners in maximizing AI and data value: Google Cloud's service partners implement solutions and bring industry best practices to customer environments, while independent software vendors (ISVs) build applications that leverage Google Cloud's data and AI tools. Programs like the Google Cloud Ready (GCR) initiative streamline integrations.Integration challenge: The challenge for organizations lies in connecting disparate data sources, such as operational data from systems like SAP and CRM data from Salesforce, with analytics tools to enable real-time decision-making. Google Cloud addresses this by developing connectors, such as Cortex.The Big Quote: “We are coming to the Third Age in data, which is going to divide data systems. It's not just about having lots of one data type… it's having the broadest possible set of data signals you can bring together. That idea of wide data systems means combining all of your data signals, structured and unstructured, into one unified system."
AI-Powered Cloud Transformation InsightsThe Big Themes:Google Cloud's strategic growth and AI integration: Google Cloud has experienced unprecedented growth, becoming a leading cloud provider by evolving beyond traditional cloud services. Integrating AI into its offerings is a significant factor in this growth. The focus has shifted from merely migrating existing workloads to using AI to transform business processes and models. This includes innovative applications of GenAI.AI-driven business transformation across sectors: AI plays a pivotal role in reshaping business operations across various industries. For example, in retail, AI optimizes supply chains and reduces environmental impact, while in the automotive sector, it enhances digital engagement and customer interactions. The use of AI enables companies to reimagine their business models, achieve operational efficiencies, and deliver personalized experiences.The role of data foundations: A robust data foundation is crucial for leveraging AI effectively. Google Cloud's data platform provides the essential infrastructure for eliminating data silos, enhancing data labeling, and performing complex predictions. This foundational support is integral to deploying AI applications that drive personalized marketing and operational efficiencies.The Big Quote: "We've always believed [that] Google and its ecosystem is truly a one plus one equals three. From an ecosystem perspective, I mentioned how we've always believed in an open platform strategy. Whether [the] technology provider has something that is complementary [or] overlapping, we embrace the technology company to build on our platform and offer those solutions through our marketplaces so customers have a choice."
Trusted AI Models and StrategiesThe Big Themes:Data reliability: After conducting a survey, Teradata found that 40% of executives don't trust their own data to generate accurate AI outputs. AI requires traceability and transparency around where data comes from. Teradata helps combat this disconnect by providing access and opportunities for companies to use their data in more compelling ways to achieve the business outcomes they're looking for.3 Pillars of AI: Teradata recognizes people, transparency, and value creation as three core elements of AI. Having clean data that you can trust is critical. Ensuring ROI on the AI investments to create value is essential. Having a process that provides better compliance, governance, and security is vital.AI strategy: Business leaders and the C-suite must understand their own inputs and outputs to make the company better. Teradata believes in building Trusted AI models to ensure businesses have outputs they can rely on.The Big Quote: “We believe that trusted AI is really the way that people, data, and AI work together...Ultimately, it is the responsibility of the people that are managing those environments, using that data to ensure and determine that it's used in the right purposes."
Cloud Tech in BankingThe Big Themes:Principles and people-centered transformation: Core principles such as standardizing processes and ensuring data integrity drove Standard Chartered's transformation. The transformation was not merely about technology but about enabling its people to perform their jobs more effectively. This people-centered approach ensured that technological changes translated into real, practical improvements in daily operations.Strategic partnership: SAP provided a robust platform that supported Standard Chartered's data strategy and operational needs across diverse markets. Falk Rieker noted the significance of programs like RISE with SAP and GROW with SAP in facilitating the bank's transition to the cloud, addressing regulatory requirements, and enhancing process efficiencies.Leveraging data and AI for future innovations: With a unified data environment, Standard Chartered can leverage advanced technologies like artificial intelligence to drive better business insights, efficiency, and sustainability efforts. This strategic approach positions the bank to quickly implement new tools and capabilities.The Big Quote: "When we embarked on our transformation, it was not to transform the technology, it was to transform our finance and treasury functions that supported the bank . . . we picked the best platform that would support that target operating model and support that transformation . . . So, we went into this with SAP."
AI & Data in ConstructionThe Big Themes:AI in construction: Artificial intelligence (AI) is reshaping the construction industry by automating routine tasks and enhancing project management. Tim discusses AI's capabilities in predictive maintenance, which prevents equipment failures and reduces downtime. Additionally, AI-driven tools assist in optimizing construction schedules and managing labor resources.Strategic workforce management: Proper workforce management is essential for maximizing productivity and profitability. It's important to align skilled workers with the right roles and invest in their continuous training. By ensuring the team is well-trained and strategically deployed, construction companies can significantly improve project outcomes and maintain high productivity levels.Focus on margins: To improve profit margins, construction firms must implement stringent cost management practices. There's a need for detailed project planning, budget controls, and efficient expense management. Monitoring costs meticulously and optimizing resource use help maintain profitability.The Big Quote: "We never want to remove the human element, we just want to accelerate the decision-making process by having all of the number crunching and the trend analysis being done by the technology."
Driving Innovation at SAPThe Big Themes:Focus on business transformation: SAP's new board area, customer services and delivery, aims to help customers with business transformation rather than just technology transformation. This involves moving to the cloud and adopting innovations like AI to enhance business agility and efficiency.Collaboration with hyperscalers and system integrators: SAP collaborates closely with hyperscalers for optimal cloud operations and system integrators for business transformation. This co-engineering approach ensures high availability and promotes SAP's cloud solutions through partners.Acceleration and simplification: SAP emphasizes the importance of not delaying digital transformation. With examples like Fresenius and BMW, SAP shows that moving to the cloud and adopting new technologies can be accelerated and simplified, benefiting customers with faster upgrades and new capabilities.The Big Quote: “First of all, this is always the right time to start. Now. So never wait. Because all of this world is in the stage where investing in digital capabilities is always the right thin
This episode of Veteran On the Move features Joe interviewing Marine Veteran, entrepreneur, and corporate executive Christian Anschuetz. A classmate of Joe's from TBS (The Basic School), Christian served eight years on active duty before transitioning to the civilian sector. He shares three reasons why he believes veterans struggle with transition and adapting to the corporate world. Christian details his journey into entrepreneurship, running his own company even after joining a corporation as an officer and later ,a C-level executive. Leveraging his combined experience in entrepreneurship, the military, and the corporate world, Christian now provides strategic advising and coaching for Fortune 500 CEOs. Drawing on this diverse background, he offers insights into successful business leadership, emphasizing the importance of managing with purpose and finding the right team for your mission. He also contrasts the military's approach to leadership with that of the corporate world, highlighting their key differences. Christian is the founder of Project RELO, a non-profit that brings corporate leaders and executive teams to military bases for an immersive look at military training and operations. This program helps employers recognize the vast potential veterans can bring to their businesses. Episode Resources: Project RELO About Our Guest Christian has held C-level and executive leadership positions at top global firms in the advertising, cyber security, global safety and supply-chain arenas, and currently serves as an advisor in art and science of strategy activation, In this capacity, Christian helps industry leaders re-imagine and re-invent how their companies do business. He is also a professor in the MBA program at UNC in Chapel Hill where he teaches strategic marketing. And, as a proud member of the US Marine Corps, he founded and heads Project RELO, a nonprofit that helps veterans transition from military service to corporate careers through partnerships with executive business leaders. You can catch him regularly on Cloud Wars Live with Bob Evans, Anschuetz on Leadership, or applying contemporary technologies to farming as he cultivates his organic, sustainable lavender fields. Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship. About Our Sponsors Navy Federal Credit Union Navy Federal Credit Union thinks that tapping into your home's equity shouldn't come at a high price. They're here to help you get more out of your home base with their home equity loan options. Navy Federal has home equity loan options that could be used for home renovations, big purchases, and high interest debt consolidation. We've used equity in our home for all sorts of things over the years. Navy Federal covers one hundred percent of closing costs, which means you could save hundreds of dollars. Plus, they don't have application or origination fees. To learn more about Navy Federal's home equity loan options, visit NavyFederal.org. At Navy Federal, our members are the mission. BetterHelp This episode is sponsored by BetterHelp. I've been to therapy a few times over the years when dealing with tragedies in my life and the Marine Corps and the thing therapy helped me realize immediately is that the things that were bothering me were perfectly normal for them to bother me. Once I realized that, it made everything much easier to deal with. Now we all know that being in the military is pretty much a traumatic experience in and of itself, but I want to make sure you understand this point, therapy isn't just for those who've experienced major trauma. Therapy is helpful for learning positive coping skills and how t...
AI FrontiersThe Big Themes:Shift from digital to AI transformation: There's been a significant evolution in the focus of businesses from digital transformation to AI-driven innovation. Initially, companies aimed to enhance their existing digital processes using the latest technologies. However, the current emphasis is on leveraging AI to fundamentally transform business operations and create new value.Partner ecosystem collaboration: ServiceNow's strategy involves deep collaboration with a diverse ecosystem of partners such as Accenture, NVIDIA, Hugging Face, and Microsoft. By integrating NVIDIA's AI capabilities or Microsoft's Copilot features, ServiceNow can offer more robust and versatile tools to its clients. This collaborative approach helps businesses adopt AI more effectively.Importance of taking the first step: Wright stresses the significance of starting the AI journey. While the potential of AI is vast, the initial step is often the hardest, and people get bogged down in pontificating and debating possibilities. Businesses are encouraged to begin their transformation process to explore and realize the opportunities AI presents.The Big Quote: "Every month, [AI] opens up more and more possibilities. And I think that's the mindset that you need . . . you don't need to be thinking, 'How can I do what I did before better?' You need to be thinking, 'How can I do now what I could never do before?'"
AI Drives TransformationThe Big Themes:ServiceNow's strong partner ecosystem: ServiceNow showcased its commitment to a partner-first strategy with a substantial presence of partners at the event. The Partner Innovation Zone and Partner Pavilion demonstrated partners' critical role in ServiceNow's ecosystem. Erica mentions PartnerFinder, a ServiceNow tool designed to make it easy for customers to select the partner that's the best fit for them.GenAI and ServiceNow: Erica talks about GenAI's pivotal role in ServiceNow's future. ServiceNow's partners have been at the forefront of this AI revolution, undergoing extensive training on Pro Plus since September 2023. Jensen Huang from NVIDIA spoke at the event about ServiceNow's significant impact on NVIDIA's operations and their collaborative efforts in AI.Major partnerships and innovations: Key announcements included a significant partnership with Microsoft, integrating Microsoft's Copilot with ServiceNow's Now Assist, and a collaboration with Genesys for call center technology. These developments reflect ServiceNow's expansion into the front office.The Big Quote: “[In a year], I still think we'll be talking about GenAI . . . we'll have real use cases. I think we'll be able to really share productivity statistics that show the impact of GenAI so that people are like, 'Wow.' We're going from, 'Is this real? Should I do a proof of concept?' to 'How do I proliferate GenAI across the platform . . . knowing the company will have at least crossed the 20,000 customer mark in terms of attendance?'"
Cloud ERP and Generative AIThe Big Themes:Generative AI in cloud enterprise resource planning (ERP): Russell discusses how SAP is responding to evolving customer demands by prioritizing integrating generative AI technologies into its cloud ERP offerings. This proactive stance not only aligns with market trends but also underscores SAP's commitment to innovation and customer-centricity.Anticipation for Sapphire: The anticipation surrounding SAP's forthcoming Sapphire event is palpable. Attendees are eager to gain valuable insights, learn from real-world success stories, and engage in meaningful networking opportunities. This anticipation underscores the pivotal role of Sapphire as a premier platform for SAP to showcase its latest innovations, share thought leadership, and foster collaboration within its vibrant ecosystem.Executive leadership Involvement: Executive leaders such as CEOs and CFOS are broadening their involvement in strategic technology decisions, transcending traditional IT boundaries. This expanding engagement encompasses leveraging AI to drive value and results, not solely focused on efficiency and cost optimization but also broader organizational goals.The Big Quote: “[Customers] were doing proof of concepts, they were testing how [GenAI] could potentially solve business problems. They've moved beyond that. Now they're looking for solutions. They're looking for outcomes. They understand the power of the technology, but it needs to be matched with real benefits, real value, real outcomes."
The Big ThemesCustomer priorities: Josyula identifies top priorities for ServiceNow customers, including business transformation driven by technology, a focus on GenAI and AI more broadly, and vendor consolidation (choosing a few strategic platforms and going all in). With customer priorities in mind, ServiceNow is on a journey to becoming the AI platform for end-to-end transformation, developing GenAI products and services to improve both the employee and customer experience.Understanding non-tech executive priorities: Having a relationship CIOs and CTOs can be helpful because they often play a part in driving business transformation that's driven by technology. It's helpful for non-tech execs to see the benefits of ServiceNow within their own functions. Partners also contribute to fostering conversations about successful outcomes, serving as great reference points demonstrating value.What to expect at Knowledge24: Attendees can expect to hear more about how ServiceNow is rapidly innovating in AI and GenAI in its platform and across several solutions areas as well as how ServiceNow is focusing on customer value with its ecosystem.The Big Quote: "We are on this journey of being the AI platform for end-to-end digital transformation. And what this means is we started with our roots in it, we had IT service management and operations management. But quickly, our customers, in many cases, pulled us deeper into it, as we looked at helping them deliver on asset management, security, and risk."
Telecom SaaS EvolutionThe Big Themes:Telecom SaaS defined: Telecom SaaS refers to a set of cloud-native services delivering business outcomes. Networks are evolving from traditional connectivity-focused structures to dynamic, capability-driven ecosystems. Telecom SaaS signals a transition from conventional telecommunication models to a more agile, business-focused paradigm.Security concerns: Nokia and its cloud partners have taken robust measures to address security concerns. Their approach includes stringent security reviews and privacy management, ensuring multiple layers of security for Telecom Saas. Nokia also undergoes accreditations and independent analysis. These steps help instill confidence in customers regarding software security.Shift to OpX model: In the Telecom SaaS transition, there's a shift from a CapEx to an OpEx model. This represents a significant change for an industry traditionally dominated by hardware-centric and CapEx-driven approaches. There are potential advantages to embracing an OpEx model, like lower total cost of ownership (TCO). But Nokia also has options to capitalize, if that's what the customer needs.The Big Quote: " . . . software-as-a-service demand is starting to move closer to the network in areas like security, the security applications . . . and then just network management. All of those types of applications have already started to move, as an extension of IT software-as-a-service, to be closer to the network and become what we've been referring to as Telecom SaaS . . . "
On this special guest episode, Cloud Wars Founder and Co-Founder of Acceleration Economy Bob Evans hosts Cloud Wars Live with RaceTrac Vice President of Accounting Merlix Reynolds. In their conversation, they discuss how RaceTrac uses Workday technologies, how they went from a cumbersome manual system to adopting Workday's unified platform, and the impact of this technological evolution on financial operations, workflow automation, and data-driven decision-making. You can also see the conversation here: https://accelerationeconomy.com/cloud-wars/workdays-impact-on-racetracs-financial-agility-with-merlix-reynolds-cloud-wars-live/
RaceTrac and Workday | A Unified PlatformSponsored by Workday The Big Themes:Workday's impact: The adoption of Workday's unified platform, encompassing both HCM and financials, has played a pivotal role in RaceTrac's ability to streamline processes, reduce post-processing time, and enhance overall efficiency.Cultural shift: Implementation has not only brought technological benefits but also triggered a cultural shift within RaceTrac. Employees are now more comfortable engaging with data, seeking information, and collaborating with the accounting team, fostering a more collaborative, informed decision-making environment.Quick adaptability: The adaptable nature of Workday's platform allows RaceTrac to swiftly adapt to changing business needs. The company can integrate new data, work with different modules, and implement changes in as little as a month, providing a nimble response to evolving requirements.The Big Quote: " I think that the fact that we have a single source of truth, and a digestible, understandable product ... [where] I can really understand the flow of data — where it's coming from, the nuts and bolts of it — really helps me sleep better at night."
AI, Industries, and Customer ExperienceThe Big ThemesUnified SAP strategy: SAP strategically integrates Customer Experience (CX) and Industries, leveraging its status as a big enterprise with 400,000+ global customers. Its unique approach of combining strengths offers comprehensive tools from supply chain to enterprise resource planning (ERP) for a seamless, industry-focused experience for a diverse customer base.Retail evolution: The retail space is evolving into a combination of multiple industries, with a focus on providing a smooth, connected experience for customers from discovery to fulfillment. Every step of the journey, there's a promise to the customer that needs to be met, which software can help fulfill.Business outcomes and AI: It's critical to focus on business outcomes rather than getting overly caught up in the technology itself. The goal is to deliver tangible value to customers and optimize operations. SAP's approach to AI involves solving for business outcomes first and avoiding distraction by the technology itself.The Big Quote: “... what SAP will do this year, and in the years to come, is [to be] laser-focused on the outcome of what our customers are asking, independent of solutions. Optimizing the whole, looking at it as a connected, intelligent CX, that solves for outcomes at every step of the journey."
Today on Christopher Lochhead: Follow Your Different, John Siefert and Bob Evans, the leaders and founders of Acceleration Economy, join in on the dialogue about DEI, AI, and what's in store for 2024. In addition, Bob Evans is also the host of the podcast called Cloud Wars Live, which Christopher has actually been a guest to a few times. They also have some great guests and amazing discussions over there, so go check them out after this episode. That said, let's dive in into this dialogue and prepare ourselves for the upcoming year. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. John Siefert on DEI in Tech Industry The discussion opens up on the topic of what they have learned in the past year. One thing they agreed on immediately is that people seem to have gotten a little dumber in 2023. Not like major blunders and the like, but more like small things that might seem inconsequential at first, and came back to bite them before the year's end. After this brief exchange, the topic shifts to the topic of morals and intellectual decay that they have observed in the tech industry, particularly in the implementation of DEI statutes and the like. John Siefert comments on DEI, more specifically how a well-intentioned thing on paper could become twisted and be exploited when applied in the current social landscape. An example in the discussion is that people are being told to hire a diverse staff not because of being inclusive, but rather to meet certain numbers and get benefits out of it. Given these circumstances seemingly are the norm nowadays, Christopher believes that the floodgates might open once this one particular case sets precedence. Bob Evans on how DEI is distorted in practice Bob adds to the topic of DEI and points out that the distortion often comes on how it was implemented, e.g. if it's already done in bad faith from people up in management for a few people's benefit, then the struggle to actually implement a proper setup will be that much harder. It has come to the point that Inclusion is being used to actually exclude people. The example that the group gives is that certain analysts believe that Asians are overrepresented in Tech. So rather than hiring someone that is very capable in the required position, companies end up not opting to hire such talent because the person is Asian, and therefore skew their DEI scores. They would end up hiring for diversity rather than skill, and this dilutes their products and services, causing overall loss in the long run. The point of DEI was to be fair and impartial, and yet in practice it just became a way to fulfill certain requirements for special perks, sometimes to the detriment of the company. To hear more about Bob Evans' and John Siefert's thoughts on DEI, AI, and what 2024 has in store for us, download and listen to the episode. Bio John Siefert Chief Executive Officer, Acceleration Economy Co-founder John is a strategic thinker and business builder who loves to reimagine what is possible with smart people who are not afraid of the future. He has the ability to visualize voids in the market and then define a people, product, process, and position approach to creating a brand where that void once existed. Bob Evans Cloud Wars Founder, Acceleration Economy Co-founder, Analyst Bob analyzes business innovation, cloud technology, leadership, corporate strategy, and the global digital economy. He's the founder of Cloud Wars, was recruited by and worked for Larry Ellison, and shares his thinking via daily videos, daily articles, newsletters, and podcasts. Links Connect with John Siefert and Bob Evans! Acceleration Economy Network | Cloud Wars Live: Apple Podcast & Spotify Bob's LinkedIn | John's LinkedIn We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™!
What's Next for IndustriesThe Big Themes:Industry convergence: Industry convergence is the reshaping of traditional value chains as well as business processes and models as different sectors integrate horizontally and vertically, creating new markets and revenue streams. SAP plays a pivotal role in industry convergence by helping businesses across 25 industries navigate and capitalize on the changing landscape.Integrated artificial intelligence (AI), better automation: From predictive planning in retail to enhancing safety in manufacturing, AI will help automate critical functions, improving efficiency. Automation must move beyond compression and focus on transforming processes.Data ecosystems: Data ecosystems take center stage. In the future, ERP will evolve into a networked system leveraging diverse data ecosystems and semantics. The emphasis is on managing these ecosystems collaboratively across industries, for seamless access and exchange of data.The Big Quote: "The industries customers operate in define their core business. So their core business really has an industry spin. But with industry convergence now coming to the forefront,[it's] reshaping nearly every industry. It is also blurring a little bit the traditional value chains that we are used to . . . It's the integration of technologies, business processes, and also business models."
SAP's CX TransformationThe Big Themes:SAP's intelligent CX: SAP intelligent CX aims to move away from the traditional front-office and back-office distinctions and create a unified system that optimizes every touchpoint in the customer journey. It involves collecting and leveraging operational data, adopting a composable and hybrid strategy, emphasizing personalization, and infusing AI at every step to enhance customer interactions and loyalty.Holiday trends: Holiday trends reveal an uptick in average order value, while consumer behavior shows a shift from an average of nine purchases to eight this year. Shoppers are expected to streamline their holiday purchases to around four to five stores, focusing on higher-value products with a bit more emphasis on savings. Timely relevance, personalization, and smooth interactions are crucial, as consumers are quick to disengage if the shopping experience feels awkward or lacks relevance.Automotive and utilities: In the automotive sector, there is a significant shift from traditional dealership models to a direct-to-consumer approach, transforming cars into "stores on four wheels." Concurrently, within the utilities industry, collaborations with entities like Duke Energy exemplify the use of real-time data to gain insights into energy consumption patterns. It focuses on 24/7 availability, personalized services, and proactive communication.The Big Quote: "I would highly recommend to any customer experience leader on the planet to really once try to pick up the phone and get something arranged. It should be the life lesson for all of them, whether you're utilities or in automotive, retail, or CPG [consumer packaged goods]."
The Big ThemesMigration from legacy: AlloyDB is for enterprises looking to modernize their data states, particularly those transitioning from legacy databases to open-source offerings like PostgreSQL. Its role as "Postgres on steroids" addresses the challenges faced during this migration and ensures compatibility, scale, and performance.Generative artificial intelligence (GenAI) alignment: Andi emphasizes that successful businesses will not only focus on developing GenAI skills but also on effectively managing their data states. The combination of data and AI technologies is pivotal for delivering highly differentiated, immersive customer experiences and therefore for delivering broader business outcomes.Multi-Cloud Flexibility: AlloyDB's ability to operate in multi-cloud and hybrid environments, including Azure, AWS, on-premises, or at the edge, demonstrates its flexibility and acknowledgment of the reality that not all workloads will immediately move to Google Cloud.The Big Quote: "Everyone's trying to rethink how they increase their differentiation, how they deliver better user experiences, how they can really exploit those technologies . . . The ones that are going to be successful, are not just the ones who build the AI or GenAI skill set, but [who] really have a good hold of their data state. And know how to bring those two worlds together."
The Big ThemesLeading the Way to Cloud First: Christian discusses how SAP has become a cloud-first company. The RISE with SAP program, coupled with strategic acquisitions like Signavio, plays an important role in SAP's transformation, offering more than just a technical shift to the cloud but focusing on customer needs and business model transformation.AI Insights: SAP's business AI initiatives, including generative AI, will transform the way end-users interact with software, with tools like Joule and automated code generation to make every developer an AI developer. Embedding generative AI into business is a priority for customers, and SAP's position at the nexus of business and technology puts it in a unique position to serve this need.Strategic Partnerships: Recognizing the significance of partnerships, SAP collaborates with industry giants like Google, Microsoft, and AWS to enhance its offerings, demonstrating a shift towards a more collaborative approach for mutual benefits. Partners are an integral part of SAP's portfolio, and they are enhancing their end value by a significant amount because no one can develop everything on their own.The Big Quote: "I can still remember 23 years back, some people I met at Morton Street in New York, right at our office. They are still colleagues, some are even friends. They are helping me still today, you know, from New York. Even as a CEO, the network is so important. You need people, to have the people on your side. Because even as a CEO, you cannot run the company alone."
CFO — From Scorekeeper to Tech-Driven VisionaryThe CFO's changing role: Technology, specifically AI, is transforming the role of the chief financial officer (CFO) from a traditional scorekeeper who deals with financial reporting and risk management, to a futurist who leads enterprise-wide transformations. It allows CFOs to shift their focus from routine, time-consuming tasks to more strategic and forward-thinking responsibilities.The essential contribution of human skills: Value creation is a collaborative effort between humans and technology. Skills needed included empathy, communication, and consensus-building. In a future where automation handles routine tasks, finance professionals must harness these human skills to co-create and work together.Value creation through intangible assets: CFOs must shift their focus from managing financial and tangible assets to managing intangible assets like human capital, intellectual capital, social and relationship capital, and natural capital. These intangible assets often account for a significant portion of a company's value. Finance professionals need to use proxies and metrics to understand and quantify their impact on business outcomes.The Big Quote: "It's not just about automation for the sake of reducing workload, but actually to look at technology as an enabler of . . . transformational changes in your business model. How do you serve your customers in new ways? How do you transform your business model with new products?"
On this special guest episode recorded at Workday Rising in San Francisco, Cloud Wars Founder and Co-Founder of Acceleration Economy Bob Evans hosts Cloud Wars Live with Ajay Sabhlok, chief information officer and chief data officer at Rubrik. In it, they discuss the need for collaboration between CIOs and CDOs, Rubrik's experience becoming a data-driven organization, and impact of generative AI. You can also see the conversation here: https://accelerationeconomy.com/cloud-wars/unleashing-generative-ai-for-enhanced-business-insights-with-rubriks-ajay-sabhlok-cloud-wars-live/
AI's Transformative LandscapeThe Big ThemesCIO and CDO roles: When the roles of CIO and CDO are separate, each can have its own priorities. A strong collaboration between the two should be encouraged to help align these priorities and increase focus on what benefits the business, even if the timing of returns varies.Data-driven transformation: Transitioning to a data-driven company has been pivotal for Rubrik. By embracing data-driven insights, it's gained a deeper understanding of its business operations, identified challenges such as data quality and financial health, and empowered employees with actionable insights.Future of GenAI: Beyond productivity gains, GenAI holds the potential to fundamentally transform businesses by systematically eliminating hurdles and solving previously unsolvable problems. Data quality is an area that GenAI might have a significant impact on down the line. The Big Quote: "...I talk to all the business leaders [and ask things like] 'What is it about your business that bothers you, or you wish you could improve further?' I think you start with those kinds of statements. Because then you can quickly translate that back into a series of data fragments that. . . turn into metrics, get aggregated, and then finally get enabled to help the business leader with some stories."
Challenges and Strategies in Tech Industry EcosystemsThe Big ThemesIndustry-specific applications: The tech industry is witnessing a significant shift towards industry-specific applications and the importance of ecosystems. Tech vendors are grappling with challenges in aligning their strategies with the evolving landscape, where industry expertise and partnerships play pivotal roles.Strategy sequence: Ashlyn outlines a four-point sequence for effective strategy implementation in the tech industry. This sequence is comprised of identifying growth drivers; crafting differentiated messages; cross-functional campaigns; and sales enablement.Generative AI impact: The rise of generative AI is impacting the tech industry's approach to strategies and messaging. The presence of generative AI is creating accelerators in the market, lowering barriers to entry for new ideas and campaigns. As a result, tech companies should start implementing their strategies as early as possible. The Big Quote: "You have messaging that's so high level that it almost doesn't say anything, or it says the same thing as everyone else. There are probably hundreds of businesses pushing out messaging about accelerating digital transformation, for instance. There's got to be this middle ground in between [being] so technical, that it's only attractive to a small handful of people and doesn't break through and so high level that your eyes sort of glaze over, and it doesn't capture attention. That is where we see the industry strategies and the partner strategies really helping."
Episode 30 | Embracing the Future TodayNote: this episode contains explicit language.The Big ThemesDigital transformation reshapes industries: McDonald's has seen a significant shift in its sales, with 40% of its revenue coming from apps, delivery, or kiosk orders. This reflects the growing preference for digital ordering and the decline of in-person dining, prompting changes in restaurant layouts and services.AI's impact on creativity and innovation: AI is influencing various aspects of creativity, including the generation of creative content like movie scripts and even the creation of consumer products like Coca-Cola flavors. Christopher had a ChatGPT song in the style of Tom Waits and thought it did a great job.Technological advancements come in unexpected ways: There's a ripple effect with scientific research and exploration. Breakthroughs in one area can lead to advancements in various other fields. Researchers developed new technology, such as AI and deep-sea exploration equipment, as a result of their search for interstellar objects.The Big Quote: "If you look back in history, America's striving for the moon and space travel . . .[what] doesn't get talked about are all of the sub-breakthroughs that it led to, many of which form the basis of our industry: miniaturization, communication. All these things lead us to the internet and ultimately impact how we think about computing and a lot of other things."
What's Next With DataThe Big ThemesBusiness and IT convergence: IT and business operations are increasingly converging. CEOs and executives are recognizing the critical role of technology in achieving strategic business objectives. Juergen is seeing more and more "fusion teams" where IT and business come together.Generative AI impact: Generative AI is a transformative technology with significant implications across industries. Businesses are exploring how generative AI can enhance operations, decision-making, and create entirely new opportunities. Business that are still on-prem may see the advent of Gen AI as a pressing reason to move onto the cloud.Data management and data access: Effective data management is necessary for leveraging generative AI and other advanced technologies. SAP's Datasphere is an answer for remote data access and federation. The Big Quote: "No customer I'm aware of is successful with the central data lake. The efforts of bringing data together in their heterogeneous application landscape are just too big. And therefore, we firmly believe that data federation will be the prevailing method of accessing data."
On this episode of Christopher Lochhead, Follow Your Different, we are going to drop a conversation that I recently had with my dear friend, one of the smartest guys in tech, Bob Evans, on his podcast, Cloud Wars Live. If you work in technology, what Bob and his guests have to say is fascinating, illuminating, and, frankly, agenda-setting. If you're a regular reader of Category Pirates, you'll know that we've been writing about intellectual capitalists and the emergence of a whole new human category, Native Digitals, for quite some time. We believe this is an extremely important topic, and we believe that the emergence of the intellectual capitalist as the highest value role in the work world above that of what has historically been the highest value job you can have in the working world, which is the knowledge worker, is particularly significant. Because those of us who will thrive not just survive in the future, we'll move beyond acquiring knowledge and getting paid to apply that knowledge to getting paid to create and monetize new categories of intellectual capital, new categories of knowledge, new categories of thinking, which can be turned into new products and services. The Story of the Hummingbird The conversation starts off with Christopher telling the story of the Hummingbird and his Sensei Sutton. His sensei is an amazing martial artist and a badass individual, but at a certain point in his life, he had to overcome many adversities before getting to where he is now. “So the moral of the story is in life – Sometimes you're the hummingbird and sometimes you're the sensei. But Sooner or later, we all need somebody to catch us tightly enough not to hurt us, but strongly enough to save us.” – Christopher Lochhead In life, we will absolutely be in situations where we are the hummingbird. But the real question is, when we have an opportunity to be the Sensei, will we will we meet the call? ChatGPT and the Death of the Knowledge Worker Christopher then talks about the current boom in AI technology, particularly on the topic of ChatGPT and similar AI generated content. Much like how machinery and Automation have taken over some aspects of labor from men, this new AI technology seems to be crowding in the profession of Knowledge Worker. While it may not be up to par with certain intricacies to date, it is quickly learning and becoming better over a short period of time. And much like the service workers of the past have to learn to adapt to new technology, Knowledge Workers also have to follow the trend and evolve, paving the way to what we call Intellectual Capitalists. Intellectual Capitalist So what is an Intellectual Capitalist? For Christopher, it's someone who doesn't just collect information and apply it like a knowledge worker, but someone who actually generates net-new knowledge. It could be from their experience while working on a certain field that makes them faster, more efficient, or outright the best in that field. In one word, an Intellectual Capitalist has Leverage over other people who are in the same field, but can't do it better or even as good as them. An Intellectual Capitalist should also not be only bound to current categories and ideologies. If there is an idea worth pursuing, it's not enough to learn why it hasn't been done before. One should also look through it with what we have today, and if the rapidly-growing pace of technology will be able to support it and when. To hear more about the dialogue about AI and the Intellectual Capitalist, download and listen to this episode. Links Follow Cloud Wars Live! Acceleration Economy Network | Apple Podcasts We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, Twitter, Instagram, and subscribe on iTunes!