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Today Laura and Kevin speak with Daniel Gold, Principal in Forensics and the eDiscovery Managed Services Leader for BDO. We talk about his origin story from law to legal tech leader. We talk about Athenagy and AI's impact on the industry. We discuss the shrinking of the billable hour, differentiating true AI from traditional keyword searching and myths vs. reality in legal tech. Daniel is the Principal in Forensics and the eDiscovery Managed Services Leader. He is the creator of BDO's Athenagy, the only patent pending business intelligence solution in the world that created a Common Data Model and data driven insights fueled by both RelativityOne and Microsoft Purview eDiscovery.Daniel has over 20 years of experience in the legal space. As a practicing lawyer, Daniel quickly identified that by appropriately harnessing new forms of legal technology, both lawyers and legal professionals could be vastly more productive and effective. This realization led Daniel to the legal service provider space and with it, came years of success at consulting with some of the largest corporate law departments and law firms across the country. Daniel's experience in e-discovery technical consulting, consultative selling, as well as leading a national operations team for an IT managed services company has enabled him to provide a comprehensive approach to how legal professionals can leverage technology to create a collaborative and dynamic approach to e-discovery. Daniel's passion for managed services has made him a known thought leader in e-discovery.
Season three of Untapped Philanthropy kicks off with new co-host, Tim Sarrantonio, and an amazing guest: President and CEO of Charity Navigator, Michael Thatcher. Tune in to learn as Michael, Tim, and Kerrin delve into The Common Data Model, how nonprofits can leverage their Charity Navigator rating to be more discoverable for donors, and more. To learn more about Fluxx, visit fluxx.ioTo learn more about Neon One, visit neonone.comTo learn more about Charity Navigator, visit charitynavigator.org Episodes of Untapped Philanthropy are edited, mixed, and mastered by Rocket Skates Recording.
Attorneys are increasingly required to demonstrate technological proficiency in addition to remaining current on the law and legal practice. It's not just a skill requirement but an ethical one, too, as states continue to adopt new rules. The challenge for attorneys, judges, and the rule makers is that technology is generally evolving faster than they can keep up. This creates grey areas and blind spots that pose risks to busy litigators with already full plates and hectic schedules. In 2012 the American Bar Association amended Comment 8 to Model Rule of Professional Conduct 1.1 (Lawyers Duty of Competence) to address technology competency. “To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology, engage in continuing study and education and comply with all continuing legal education requirements to which the lawyer is subject.” Most states (40) have rules addressing technology competence among attorneys. Daniel Gold is the Managing Director of BDO's E-Discovery Managed Services practice group and the creator of BDO's Athenagy™, the only patent pending business intelligence solution in the world that created a Common Data Model and data driven insights fueled by both M365 E5 Compliance Suite's Microsoft Advanced E-Discovery and RelativityOne. Daniel has nearly 20 years of experience in the legal space. As a practicing lawyer, he identified that by harnessing new forms of legal technology, both lawyers and legal professionals could be vastly more productive. This realization led him to the legal service provider space and with it, came years of success at consulting with some of the largest corporate law departments and law firms across the country. This podcast is the audio companion to the Journal on Emerging Issues in Litigation. The Journal is a collaborative project between HB Litigation Conferences and the Fastcase legal research family, which includes Full Court Press, Law Street Media, and Docket Alarm. The podcast itself is a joint effort between HB and our friends at Law Street Media. If you have comments or wish to participate in one our projects please drop me a note at Editor@LitigationConferences.com.
In our last episode of season 2, we are delighted to invite back Prof Peter Rijnbeek, Chair of Health Data Sciences at Erasmus Medical Centre, Rotterdam, Coordinator of EHDEN, Director of the DARWIN EU Coordination Centre, and Lead for OHDSI Europe, who ended season one of this podcast discussing predictive analytics, and ends now season 2. For this episode Peter reflects on the success of the OHDSI Europe symposium (24-26th June), held aboard the SS Rotterdam in the harbour and at Erasmus MC, with 350 registrants, 24 plenaries, 80 posters, a workshop and multiple OHDSI working group meetings, all for the back in person after the COVID-19 lockdowns. A number of highlights, in the science, in networking and collaboration and with regards to future developments are discussed, in particular the session on 10 countries in a 'cruise around Europe' and the growth of national networks or nodes, and evidence generation at scale. Peter goes on to explain OHDSI Europe, its work as a regional chapter of OHDSI, support of symposia, but also development of national nodes across multiple European countries, and reflecting on methodological and technical developments required for Europe itself in the CDM and standardised analytical pipeline. In the middle of the episode, Peter explores the many proud achievements made by EHDEN, from the network development of Data Partners, training and certification of SMEs, implementation of the CDM at an industrial scale, and the move now to large-scale, rapid network analysis. The launch of the EHDEN Portal at the OHDSI Europe meeting is also a recent highlight. Ultimately, the remaining time of the IMI phase of EHDEN will be focused on illustrating evidence generation to improve patient outcomes, but also sustainability via an EHDEN not-for-profit that will parallel and then take over in 2024. Lastly, we discuss the difference from the launch of EHDEN in 2018, to now and to 2024/2025 at the end of the IMI phase and beyond and what that may look like in a new Europe with mass adoption of the CDM, also exemplified with the recent initiation of the European Medicines Agency's DARWIN EU initiative, also based on the OMOP CDM and a federated model. Perhaps content for a future episode. The views expressed by the participants are personal and not necessarily reflective of their organisations. The Voice of EHDEN will return in September.
In this episode we discuss a definition of data quality and some of the inherent challenges with real world data quality with Clair Blacketer, Janssen Epidemiology, OHDSI and Erasmus MC. Clair describes the work she and colleagues have been engaged in on the development of a criteria-driven Data Quality Dashboard (DQD). some recent publications (Blacketer, et al, and Blacketer, et al), and the impact of using the DQD and process with Data Partners from the EHDEN COVID-19 call (2020). We discuss the experience in the field of using the DQD and the insights on quality of source and mapped data, as well as the iterative stages in enhancing the quality of data in the Common Data Model. Finally, Clair discusses the emerging 'sub-specialty' of data quality and aspirations for the expansion of her and others work on the DQD. More information on the DQD can be found on the OHDSI GitHub here.
Kareem Aggour is a Principal Scientist in the AI technology discipline at GE Research. He joined GE in 1998 and transferred to GE Research in 2000. Kareem develops Big Data and knowledge discovery solutions to solve a wide range of digital industrial challenges. For example, he led the development of a scalable Big Data infrastructure accelerating Aviation Digital Twin analytic executions by 100-2,000x. In addition, Kareem led the development of a Big Data platform reducing the runtime of next-generation DNA sequencing data analysis pipelines from weeks to hours. Currently, he is working with GE Additive leading the development of a knowledge-driven federated Big Data storage and analytics platform for capturing and analyzing data across the additive manufacturing lifecycle. Kareem and I met through the Common Data Model working group, in which he is leading one of the industry efforts to standardize the organization and dissemination of 3D Printing data. Before we get started head over to www.3degreescompany.com and subscribe to the podcast. Remember you can listen to the show anywhere you download your podcasts including Spotify, Apple, Amazon, or Stitcher. https://www.ge.com/research/people/kareem-aggour
During this segment of Why IT Matters, we interviewed Kate Daniels from Oracle Netsuite and talked about international aid, both the good and the bad, and technology as an infrastructure for nonprofits. Kate shares the considerations Oracle gave to the Common Data Model and why they decided it’s better to participate and align than to be concerned about competition. We also had fun talking about the differences working at large vs. small organizations and how our energy changes every room that we enter. Why IT Matters is hosted by Tracy Kronzak and Tim Lockie of Now IT Matters! Click here to watch this episode!
Why IT Matters is hosted by Tracy Kronzak and Tim Lockie of Now IT Matters!
After we recorded Episode 189, we knew we lacked some of the business reasons behind the Common Data Model. Luckily, we reached out Tricia Wilcox-Almas and she has helped us fill in some of the gaps and also present how the Common Data Model is implemented in the new versions of Azure Data Lake. The show notes for today's episode can be found at https://sqldatapartners.com/2020/07/08/episode-201-common-data-model. Have fun on the SQL Trail!
Moving data is fairly straightforward; however, mapping data from one source to another can be extremely challenging. In an attempt to help self-service BI users, Microsoft has introduced a Common Data Model, and in this episode, we discuss the new model. This may not be as approachable for organizations which already have a data warehouse; however, for those who are in the Microsoft suite of tools and looking to report on that data in Power BI, the Common Data Model may be the jump start to get the model you need to get going. The show notes for today's episode can be found at http://sqldatapartners.com/2020/01/22/episode-189-power-bi-common-data-model. Have fun on the SQL Trail!
This episode of the MSDW Podcast is sponsored by Nomad eCommerce. Ramin Marghi of Catapult ERP wrote recently about the challenges of on-premises ERP today, and why Dynamics 365 Business Central in the public cloud addresses those challenges – if not directly, then through a change of approach that will help set organizations on a new course for the future. On this episode of the podcast, Ramin discusses some of the issues that define today's SMB ERP climate in the Microsoft channel. You can't discuss this topic without examining the history of Dynamics NAV and what the product's evolution has done to move organizations forward (or not) over the years. Broadening the outlook even further is the accelerating pace at which Microsoft has prioritized ERP-adjacent technology like the Power Platform tools. Those advances may be even more interesting to an owner of a legacy ERP, Ramin believes, as those peripheral capabilities could offer a more realistic way to bring improvements to an organization's processes and data than an ERP upgrade. Show Notes 1:00 – Making the professional transition from accounting to ERP delivery 2:30 – Why is now the time to shift focus to Business Central in the cloud 5:30 – What risks does a company face when they have been "living with" an on-prem ERP for too long? 7:30 – How do clients react to the cloud-first argument today? 8:45 – How to explain the tension between cloud skeptics and cloud progressives 10:30 – Is it a partner's role to build excitement about Business Central to an on-prem ERP client? 15:00 – Companies who could choose either a lower mid-market solution like BC or an upper-mid to enterprise solution like D365 Finance and Operations 17:00 – The long-term promise of the Common Data Model as it relates to ERP 20:00 – NAV vs BC parity, and why it's not always the right argument 21:30 – What else in the Microsoft cloud is worth paying attention to? 24:00 – Why NAV customers are paying attention to Power Platform, even if they're not ready to upgrade. 25:00 – What else can an organization do to invest for the future other than upgrading their ERP? 31:00 – When should you develop an extension for Business Central vs a Power Platform-based solution? 34:30 – Why great Power Platform demos and working solutions are gold for partners on the front lines of the channel. 36:00 – Mix of new and upgrading Business Central customers
This is the Power Platform Daily Brief for Sept 23 (brought to you by D365ug). Show notes/Transcript: News on the data flows—Common Data Service data integrations have been renamed Data flows "This month we’re introducing an enhancement that allows creation of Dataflows containing only Analytical entities. This option can be selected within the “New dataflow” screen. Analytical dataflows allow free-form entities to be created, but also provide built-in experiences for harmonizing those entities into standard Common Data Model entity schemas, using the “Map to standard entity” dialog accessible from the Power Query Editor. Dataflow entities are also stored in CDM Folders within Azure Data Lake, allowing integration with other Azure Data and AI services, analytics and insights scenarios." This update also adds support for new data connections like PDF files, Teradata, MySQL, and new data transformations. https://powerapps.microsoft.com/en-us/blog/whats-new-in-dataflows-and-data-integration-september-2019/ PowerApps checker now includes app checker results for canvas apps in the solution. The App checker lists any formula errors, accessibility warnings and now also performance optimization tips https://powerapps.microsoft.com/en-us/blog/powerapps-checker-now-includes-app-checker-results-for-canvas-apps-in-solutions/ I had a positive experience on Friday—I found I could add existing flows to a solution. The flows outside of solutions area has been there for a while, but the ability to add existing flows to solutions hasn’t worked yet, but it does now. Let’s take a look at some of the new connectors for the Power Platform: SerwerSMS Azure Monitor: Connect to your Azure Monitor Logs solution to run and visualize various monitor queries. ModuleQ: ModuleQ's proactive AI technology equips you for success. Use the ModuleQ Flow Connector to trigger notifications when new recommendations are available. More details at https://moduleq.com (requires existing ModuleQ account). Service update 84 rolls out in North America on the 26th. Some highlights addressed by this fix: Bookable resources not visible from related records Flow approvals timing out When a mailbox was configured with a Gmail address, and "recent mode" was enabled, sending an email produced a duplicate email. When a queue's owner was changed, the new owner was not added as a member of that queue. Custom activity entity icons did not render. The Account Timeline displayed modified case resolution records as being "Resolved by ..." instead of "Cancelled by ...". And finally, only 48 hours until Power Platform 24. Let’s look at some of the sessions: We start with Shane Young PowerApps, Flow, and Sharepoint, Oh My! "You probably know one, you might know them all, but do you know how they best work together? In this session, you will learn about how the three work together to help you build great solutions. The session will be demo heavy so come prepared to see the products in action. Topics to be discussed include: * How to choose when they all do the same thing * Real world use cases we are seeing * Some of the quirks of the trio * Discussion of some of the other data sources that may come up * How you can also incorporate your on-prem SharePoint" Then we have Ben Vollmer talking about Field Service: Come learn in an hour how to leverage Field Service and PowerApps to meet your customers needs.
Subscribe on your favourite player: Apple Podcasts | Google Podcasts | Spotify | Sticher | Tunein | Soundcloud | TODAY'S GUESTSmith CodioSmith Codio’s entrepreneurial spirit, organizational agility, demonstrated leadership, passion and ability to leverage new technology are the core attributes that compose the foundation of his personal value proposition. He enjoys positions that will not only provide new challenges to tackle, but also enable him to define success in customer terms. Smith's objective, in any future role, would be to continue to focus on project management, build high quality solutions / products while establishing win-win customer and partner outcomes. His ability to be extremely focused, define problems, develop work skills and implement effective solutions are a few of the assets he can offer. Linkedinhttps://www.linkedin.com/in/smithcodio/ WHAT YOU WILL LEARN Background – living in Seattle, moving to the Pacific North West from Philadelphia, working in Microsoft engineering team, interests outside of work Thoughts on home automation, i.e. Alexa vs Google Home, and rundown of house automation devices How Smith started working for Microsoft — internship in Redmond campus and working with the product, getting a job offer, working in different capacities, different teams and services How long the Microsoft Industry Accelerator has been running What’s an accelerator – Microsoft's viewpoint on what problems are being solved with Industry Accelerators, and what they are from a component level Creating additional schema on top of the core Common Data Model, having a managed solutions that are going to be put in Github that one can consume on the CDS for App environment Having multiple data models and how they are handled Breakdown of what is included in the Microsoft Industry Accelerator JSON file What is a schema – a way to represent a set of entities or tables and define the relationships between them Difference between UML (Unified Modelling Language) and ERD (entity relationship diagram How Smith decides what to leave out in the Common Data Model, and senior leadership team’s involvement Why Microsoft sees the need to create Industry Accelerators The rationale behind creating data models to enable the consistency across the industry Biggest changes between version 1 and version 2 Various components on the visual layer, pre-packaging around flows, unique experiences (Canvas apps vs model driven), PCF controls unique to the accelerators Who owns the IP — Microsoft, partner or ISV? How Microsoft supports what’s built from an Accelerator Best practice or success stories of partners that have jumped on the Accelerators that Microsoft have a documented case studies on First party app dependencies for the Industry Accelerators outside of the Common Data Model Plans for Business Applications with regard to the Accelerator Programme RESOURCES Accelerator Overview - https://aka.ms/AcceleratorProgramOverview Extending an Accelerator Overview - https://aka.ms/AcceleratorExtensionOverview Health Accelerator Overview - https://aka.ms/HealthAcceleratorOverview Nonprofit Accelerator Overview - https://aka.ms/NonprofitAcceleratorFirstLook Higher Ed Accelerator Build with ISVs - https://aka.ms/HigherEdAcceleratorBuildISVs Sign up to participate in the Accelerator Program - https://aka.ms/CDMengage CDM Industry Link - https://aka.ms/CDMIndustry Common Data Model - https://docs.microsoft.com/en-us/common-data-model/ Reach out to engineering team directly - https://experienceisv.microsoftcrmportals.com/engage/ What is Common Data Service - https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/data-platform-intro Unified Modelling Language (UML) - https://www.uml.org/what-is-uml.htm CREDITSMusic by: StockSounds Title: Energetic Upbeat Pop Summer Licensee: Cloverbase Limited
Let me caveat this post with a couple of things; first, I am not an ERP partner, so I don't actually have a dog in this fight at the moment. Also, none of the following came from anybody at Microsoft, it is purely out of my own head and my opinions from my reading of the tea leaves as I see them. I am also sure I will piss a few people off, but that has not stopped me before. The Emperor's New Clothes In this fable, the Emperor is convinced that his new invisible clothes are "awesome", and as he walks naked around his kingdom, no one dares say otherwise. It reminds me of when I hear Microsoft attempt to calm the fears of GP partners today, by telling them that their platform is not a target for elimination. I'm not sure if the SL partners are even hearing anything. Da Cloud Over the last month Microsoft has been trading places with Apple as the world's most valuable company. The difference is Apple's growth rate is declining, where Microsoft's is increasing, so it won't be long before they "own" that spot. The way they got there was with the Cloud, starting with Office 365 eventually overtaking every other productivity application on the planet. Right on it's heels was Azure, from nowhere to neck and neck with Amazon as the largest cloud infrastructure provider on the planet. Next is Business Applications and the Power Platform. Given the success Microsoft has seen with cloud, do you really think they are going to continue to invest in, and support on-premise technologies for long? Hybrid The Hybrid story feels like making lemonade out of lemons. The fact that Microsoft can support you both on-premise and in the cloud is an advantage today, only because of laggards that have not moved to cloud yet. For some, it is a good story today, but that story will not be needed for too much longer. One of Microsoft's biggest on-going motions, is moving their on-premise customers to their cloud, once they have enough of them over there, the Hybrid story will fade away. The Tell In Poker, a "Tell" is something that a player does unconsciously, that an astute opponent can spot, that telegraphs their position. Back at the Directions NA conference in Orlando in September of 2017, Marko Perisic stunned the audience by saying something along the lines of "Tenerife" will become a white-label only solution. Again, with no dog in the fight, I wrote about it at the time, which started a shit storm. It was later that I learned that this concept was also being floated at Inner Circle, an NDA environment, at the same time Marko was speaking, at a public event. I don't know this for a fact, but I think Marko saw the writing on the wall and spoke out of turn, intentionally to rally the NAV troops. What was the writing he saw? I think he saw Phillips looking at all of these ERPs and thinking out loud, "why do we need all of these?" Shortly after, Microsoft walked all of this back, which I wrote about here. It seems Marko was at least temporarily successful in thwarting this idea. Marko Go Bye Bye Marko recently announced that he is leaving Microsoft. Again, I have no knowledge, but I am guessing he was asked to leave. Tenerife, now Business Central, the cloud version of NAV, was brought under Muhammad Alam, the PM for F&O, the cloud version of AX. This is interesting. While for small or large customers there was clear distinction between the platforms, for customers of a certain size in the middle, Business Central and F&O competed. They both now fall under one leader... CDS & Codebases CDS 1 gave way to CDS 2, which was the existing XrM platform that sat underneath Dynamics Customer Engagement. Smart move, one less database to deal with. Since that move, CDS has sprouted many more branches: canvas apps, connectors, flow, platform licensing, industry accelerators and the list continues to grow. I think it is clear that CDS is a big bet for Microsoft, and the biggest so far for the Business Applications Group. Most of this is a common codebase, as well as common data model riding atop a common database. But then here we got these two ERPs, each with their own codebases and schemas, that want/need to jump on CDS, in a "real" way. Imagine a Common Database Schema under both your CRM and your ERP? I would call that a Power Platform! But we're not quite there yet. For the time being we have some hacky "connectors/integrators". Meat on the Bone Getting an ERP stood up fully, and directly on CDS is going to be a significant undertaking. Is Microsoft really going to do that twice, once for F&O and again for BC? Remember Phillips' first reaction when he walked in the door, "Why do we need more than one ERP?" Maybe we don't. Steve's Talking out of his Ass again I got a lot of heat from NAV partners the last time I even suggested this. I get it, you built an entire practice around the product, and you have a bunch of happy customers, and it generates a bunch of revenue. The same can be said for GP, and I think you have to thank Marko's herculean efforts for NAV not following GP towards the path to exit. But the product champion has left the building. I had also heard that F&O would never work for anything but the largest enterprise customers, which I think was a hope more than a reality. We proved with RapidStart that a small customer could be successful with an Enterprise focused app on the Customer Engagement side, so I am sure it could be accomplished similarly with F&O. Why F&O instead of BC? I could be wrong, but I sense that F&O has a shorter path to standing up on CDS than BC does, and could ultimately handle a broader range of customer segments. If in fact BC has a shorter path, then maybe this flips, but still... only one needs to go down that path. The codebases will continue to be different but the data will reside directly in CDS with a Common Data Model. Is this Project Green again? To be honest, I don't really know what "Project Green" was all about. The best I can tell, it was an effort to merge several products into one. So to those of you who think I am tossing out a new scary idea, clearly this idea has been around since long before myself, or Phillips were involved with Dynamics. I don't now if the Project Green effort actually failed, or just failed to launch, but clearly as far back as 2003 Microsoft was questioning the need for multiple ERP solutions. White Label? The white label idea, that was proposed in 2017, was not a bad option for attempting to keep the partner and customer base, while pulling NAV out of the mainstream D365 effort. NAV Partners did not agree, and blew up the phones over their potential loss of the D365 brand. With Marko leading the pitchfork wielding base, James clearly decided to save that fight for another day. Is that day coming soon? Focus The huge opportunity still exists for an end-to-end, fully connected enterprise solution, that spans Customer Engagement and a single ERP, all of which is extendable by citizen developers using the Power Platform. No other vendor has grabbed that brass ring yet, and Microsoft is reaching for it. How does more than one ERP solution make that easier to get to? It doesn't. Back in 2017, there were still a lot of things to sort out with CDS. Today, most of that is sorted, and I expect to see Microsoft focus hard and put the pedal to the metal on it. The last time I wrote about this, a bunch of NAV partners said things like, "You suck, you're wrong, I'm unfollowing you". They were at least temporarily right!
The Captain is back in this episode (brought to you by D365UG). Scott Sewell returns to share his excitement about a new feature of Power BI called dataflows, which allows you ingest, transform, integrate, and enrich data into PowerBI using a Common Data Model compliant data lake. Scott and Ulrik discuss: What are dataflows How can they improve your performance for large datasets? Working with dataflow data lake What does this mean for the Dynamics export service? We also look ahead to next week's D365UG and PBIUG Summit in Phoenix, AZ and where you can catch us presenting. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.
The Captain is back in this episode (brought to you by D365UG). Scott Sewell returns to share his excitement about a new feature of Power BI called dataflows, which allows you ingest, transform, integrate, and enrich data into PowerBI using a Common Data Model compliant data lake. Scott and Ulrik discuss: What are dataflows How can they improve your performance for large datasets? Working with dataflow data lake What does this mean for the Dynamics export service? We also look ahead to next week's D365UG and PBIUG Summit in Phoenix, AZ and where you can catch us presenting. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.