Podcasts about dashboards

Are dashboards dead? For complex enterprise use cases, the answer might be yes. In this episode, I'm joined by Irina Malkova (VP Data & AI at Salesforce), to discuss her team's transformational journey from building complex dashboards to deploying AI-powered conversational agents.We dive deep into how this shift is not just a change in tooling, but a fundamental change in how users access insights and how data teams measure their impact.Join us as we cover:The Shift from Dashboards to Agents: We discuss why dashboards can create a high cognitive load and fail users in complex scenarios , and how conversational agents in the flow of work (like Slack) provide targeted, actionable insights and boost adoption.What is Product Telemetry?: Irina explains how telemetry is evolving from a simple engineering observability use case to a critical data source for AI, machine learning, and recommendation systems.Why Standard RAG Fails in the Enterprise: Irina shares why typical RAG approaches break down on dense, entity-rich corporate data (like Salesforce's help docs) where semantic similarity isn't enough, leading to the rise of Graph RAG.The New, Measurable ROI of Data: How moving from BI to agents allows data teams to precisely measure impact, track downstream actions, and finally have a concrete answer to the ROI question that was previously impossible to justify.Data Teams as Enterprise Leaders: Why data teams are uniquely positioned to lead AI transformation, as they hold the enterprise "ontology" and have experience building products under uncertainty.

In this episode of the storytelling with data podcast, Simon chats with Allison Horst—developer advocate at Observable, educator, and beloved data illustrator—to explore the difference between dashboards that get used and those that don't.They dig into why so many data products go to waste, the importance of co-creating with your audience, and the overlooked power of early feedback. Allison reflects on her experiences helping people go from "I built this thing" to "This actually gets used"—and how teams can better collaborate to avoid dashboard graveyards.Along the way, they talk about environmental storytelling, visual metaphors, teaching the “gray areas” of data viz, and why curiosity (not perfection) is the key to lasting impact.Related Links:Check out Allison's work at: https://allisonhorst.com/Connect with and follow her on LNKD: https://www.linkedin.com/in/allison-horst/Order SWD's latest book, Before & After https://www.storytellingwithdata.com/books

After years of forcing us to fumble with glossy touch screens, carmakers are finally listening. Mercedes, Volkswagen, Tesla, and more are bringing back buttons and knobs in 2026 models so drivers can keep their eyes on the road instead of the dashboard. Learn more about your ad choices. Visit megaphone.fm/adchoices

What's up everyone, today we have the pleasure of sitting down with Aditi Uppal, Vice President, Digital Marketing and Demand Generation at Teradata.(00:00) - Intro (01:15) - In this Episode (04:03) - How to Use Customer Conversations to Validate Marketing Data (10:49) - Balancing Quantitative Data with Customer Conversations (16:14) - Gathering Customer Insights From Underrated Feedback Channels (22:00) - Activating Voice of Customer with AI Agents (29:09) - Voice of Customer Martech Examples (34:48) - How to Use Rapid Response Teams in Marketing Ops (39:07) - Building Customer Obsession Into Marketing Culture (43:44) - Why Voice of Customer Works Differently in B2B and B2C (48:26) - Why Life Integration Works Better Than Work Life Balance Summary: Aditi shows how five honest conversations can reshape how you read data, because customer language carries context that numbers miss. She points to overlooked signals like product usage trails, community chatter, sales recordings, and event conversations, then explains how to turn them into action through a simple pipeline of capture, tag, route, track, and activate. Tools like BrightEdge and UserEvidence prove their worth by removing grunt work and delivering usable outputs. The system only works when culture supports it, with rapid response channels, proposals that start with customer problems, and councils that align leaders around real needs. Blend the speed of B2C listening with the discipline of B2B execution, and you build strategies grounded in reality.About AditiAditi Uppal is a data-driven growth leader with over a decade of experience driving digital transformation, product marketing, and go-to-market strategy across India, Canada, and the U.S. She currently serves as Vice President of Digital Marketing and Demand Generation at Teradata, where she leads global strategies that fuel pipeline growth and customer engagement. Throughout her career, Aditi has built scalable marketing systems, launched partner programs delivering double-digit revenue gains, and led multi-million-dollar campaign operations across more than 50 technologies. Recognized as a B2B Revenue Marketing Game Changer, she is known for blending strategy, operations, and technology to create high-performing teams and measurable business impact.How to Use Customer Conversations to Validate Marketing DataDashboards create scale, but they do not always create confidence. Aditi explains that marketers often stop at what the model tells them, without checking whether real people would ever phrase things the same way. Early in her career she spent time talking directly to retailers, truck drivers, and mechanics. Those interactions were messy and slow, filled with handwritten notes, but they gave her words and patterns that no software could generate. That language still shapes how she thinks about campaigns today.She argues that even a small number of conversations can sharpen a marketer's decisions. Five well-chosen interviews can give more clarity than months of chasing analytics dashboards. Once you hear a customer describe a problem in their own terms, the charts you already have feel more trustworthy. As Aditi put it:“If you get an insight that says this is their pain point, it helps so much to hear a customer saying it. The words they use resonate with them in ways marketers' words often do not.”She points out that B2C teams benefit from built-in feedback loops since their channels naturally keep them closer to customers. B2B teams, on the other hand, often hide behind personas and assumptions. Aditi suggests widening the pool by talking to students and early-career professionals who already use enterprise software. They may not be buyers today, but they become decision makers tomorrow. Those conversations cost almost nothing and create raw material more valuable than agency-produced content.She frames the real task as choosing the right method for the right question. If you want to refine messaging, talk to your most active customers. If you want to understand adoption patterns, run reports. If you want to pressure test a product roadmap, combine both and compare the results. Decide upfront what you need and when you need it. Then continue adjusting, because customer understanding is not a one-time project, it is an ongoing discipline.Key takeaway: Use customer conversations as a validation layer for your data. Pair five direct interviews with your dashboards, and you gain language, context, and trust that numbers alone cannot provide. Always define why you need an insight, then pick the method that gets you there fastest. That way you can build messaging, campaigns, and roadmaps grounded in reality rather than in assumptions.Balancing Quantitative Data with Customer ConversationsMarketers keep adding dashboards, yet confidence in the numbers rarely grows. Aditi argues that a few customer conversations often do more to build certainty than a warehouse of metrics. Early in her career she spent long days interviewing retailers, truck drivers, and mechanics. She filled notebooks with their words, then worked through the mess to find common threads. The process was slow, but it created clarity that still guides her perspective today.“You do not need hundreds of those conversations. You just need five, and you will come out so much more confident in the data you are looking at.”That perspective challenges a common assumption in B2B marketing. Models can predict buying intent, but they cannot capture the urgency or tone that customers bring to their own words. Dashboards may flag data scientists as target buyers, yet when you sit with an aspiring data scientist, you hear frustrations and motivations that algorithms miss. Real language often carries sharper meaning than the polished words marketers invent for campaigns.Aditi warns that relying only on quantitative signals pushes teams into a self-referential loop. Marketers build strategies based on metrics, then describe those strategies in their own buzzwords. Direct conversations break that loop. Even five interviews can ground your messaging, highlight gaps in the data, and validate where models are directionally right. B2C teams often benefit from tighter feedback loops through customer-facing channels. B2B teams need to create their own versions of those loops by talking to users directly, including students and early-career practitioners who represent the next generation of decision makers.Every stage of marketing benefits from this practice. Roadmaps become sharper, content becomes more resonant, and campaign ideas carry more weight when tested against real voices. Customer interviews cost little compared to polished content campaigns, yet they create a foundation of confidence that technology alone cannot replicate.Key takeaway: Five direct customer conversations can build more confidence than a room full of dashboards. Capture the exact words your buyers use, compare them with your data models, and use both inputs together. That way you can validate your metrics, sharpen your messaging, and trust that your strategy connects with the people who matter most.Gathering Customer Insights From Underrated Feedback ChannelsMarketers love surveys. They love sending out NPS links, post-purchase forms, and satisfaction checkboxes that make dashboards look busy. Aditi is blunt about the limits of this ritual. A buying committee has users, influencers, and decision makers. Each group has different needs, and you cannot lump them into a single “customer voice.” If you want useful signals, you have to decide who you are li...

Performance entfaltet Kraft, wenn Business und IT Verantwortung teilen – nicht in Silos arbeiten. Jonna Diener steuert mit ihrem Team die agile Transformation bei Signal Iduna, verknüpft strategische Leitplanken mit Wertorientierung im Alltag und ordnet Initiativen konsequent nach Nutzen, Risiko und Dringlichkeit. Zwischen gewachsenen Strukturen, politischer Klugheit und vier Prioritätenringen entstehen Quartalsziele, Transparenz und neue Wege für Co-Leadership. Wer Transformation im Werkzeugkasten und Herzschlag sucht, spürt hier, wie beides möglich wird. Du erfährst... …wie Jonna Diener Performance in Unternehmen etabliert …welche Rolle agile Steuerung bei Signal Iduna spielt …wie OKRs Business und IT verbinden …wie Signal Iduna Transparenz und Effizienz steigert …welche Zukunft KI bei Signal Iduna hat __________________________ ||||| PERSONEN |||||

Data visualization veteran Andy Cotgreave joins host Mike Cisneros for a lively, wide-ranging conversation about the evolution of dashboards, the craft of data communication, and the future of generative AI in analytics. Andy reflects on his early career building “dashboards” in Excel for a demanding boss, how that experience shaped two bestselling books (The Big Book of Dashboards and Dashboards That Deliver), and what he's learned from more than a decade at Tableau as an evangelist and public speaker.They discuss the tension between efficiency and emotion in chart design, why no single chart type is ever “right,” and how semantic drift affects the way we talk about dashboards. Andy shares behind-the-scenes stories from Chart Chat, the Iron Viz competition, and his own evolution as a presenter and magician, offering tips for building confidence on stage and connecting with audiences.Along the way, the conversation touches on the launch of Cole, Mike and Alex' newest book, the fifth in the storytelling with data series, Before and After, upcoming in-person and on-demand learning opportunities, and the importance of community, practice, and curiosity in becoming a better data storyteller.Related Links:Check out Andy's Books: ⁠Dashboards That Deliver⁠ and ⁠The Big Book of Dashboards ⁠Register for upcoming ⁠workshops and courses⁠⁠Order Before and After⁠⁠Follow ⁠@storywithdata⁠ | share via ⁠#SWDpodcast

Kevin Freeman, Chief Commercial Officer at Health Catalyst, highlights the challenges mid-market healthcare systems are currently facing, including the predicted impact of Medicaid cuts and the increase in uninsured patients. There is a need to break down data silos and use AI and data analytics to improve the quality of care, reduce costs, and address clinician burnout. The Health Catalyst platform is designed to integrate existing technology, improve efficiency, and provide expertise and support to drive better patient outcomes and manage financially sound organizations.   Kevin explains, "Health Catalyst works with healthcare providers, really of all sizes. Historically, more academics and IDNs, but more recently, over the last six to seven months, have really focused on the mid-market health systems. Mid-market health systems still struggle with some of the same issues that large health systems do, but they lack the technology, expertise, and some of the clinical experience that drive outcomes. So, we're really excited to move into the mid-market, improve quality and patient care, and reduce costs at the same time."    "Our goal is not to rip and replace, but to meet them where they're at. Those investments that they've made, we can take those investments, integrate them into our platform, and drive those outcomes—that outcome improvement strategy across the entire system. I think that one of the biggest things we're seeing is that the technology is just not enough. Dashboards aren't enough. It really takes driving those outcomes and having that clinical expertise. But we don't just bring the technology. We bring the people with the technology to actually partner with them hand-in-hand to actually drive that outcome improvement." #HealthCatalyst #MidMarketHospitals #Hospitals #Healthcare #MedicaidCuts  #HealthcareProviders healthcatalyst.com Download the transcript here

Kevin Freeman, Chief Commercial Officer at Health Catalyst, highlights the challenges mid-market healthcare systems are currently facing, including the predicted impact of Medicaid cuts and the increase in uninsured patients. There is a need to break down data silos and use AI and data analytics to improve the quality of care, reduce costs, and address clinician burnout. The Health Catalyst platform is designed to integrate existing technology, improve efficiency, and provide expertise and support to drive better patient outcomes and manage financially sound organizations.   Kevin explains, "Health Catalyst works with healthcare providers, really of all sizes. Historically, more academics and IDNs, but more recently, over the last six to seven months, have really focused on the mid-market health systems. Mid-market health systems still struggle with some of the same issues that large health systems do, but they lack the technology, expertise, and some of the clinical experience that drive outcomes. So, we're really excited to move into the mid-market, improve quality and patient care, and reduce costs at the same time."    "Our goal is not to rip and replace, but to meet them where they're at. Those investments that they've made, we can take those investments, integrate them into our platform, and drive those outcomes—that outcome improvement strategy across the entire system. I think that one of the biggest things we're seeing is that the technology is just not enough. Dashboards aren't enough. It really takes driving those outcomes and having that clinical expertise. But we don't just bring the technology. We bring the people with the technology to actually partner with them hand-in-hand to actually drive that outcome improvement." #HealthCatalyst #MidMarketHospitals #Hospitals #Healthcare #MedicaidCuts  #HealthcareProviders healthcatalyst.com Listen to the podcast here

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Andrej Lapajne, the CEO and founder of Zebra BI. Andrej shares his thoughts on the evolving role of data visualization in financial planning and analysis, the importance of clear communication through standardized visuals, and how automation is transforming the way we analyze and present financial data. Later in the episode, Paul and Andrej discuss the challenges of data modeling, how AI is shaping business intelligence, and why effective data storytelling is crucial for making impactful business decisions.Andrej Lapajne is the CEO and founder of Zebra BI, a company dedicated to revolutionizing the way businesses communicate financial insights. With over 20 years of experience in business intelligence and data visualization, Andrej has helped organizations across industries implement better reporting systems. He is a passionate advocate for the International Business Communication Standards (IBCS), a methodology he helped popularize to improve data reporting and visualization.Expect to Learn:Why is consistent, clear communication in data visualization vital for FP&A professionals?The key skills FP&A professionals need to master such as data modeling and communication.How Zebra BI helps businesses generate actionable insights with ease.Andrej's methodology for data visualization and the importance of standardized charting in business reporting.Key advice on mastering data modeling and communication skills for finance professionalsHere are a few quotes from the episode:“Effective communication is the key to FP&A. You can have all the data, but if you can't communicate the insights, it's wasted.” - Andrej Lapajne“AI is transforming the way we consume analytics and freeing up time for more strategic decision-making.” - Andrej Lapajne“Effective communication is the key to FP&A. You can have all the data, but if you can't communicate the insights, it's wasted.” - Andrej LapajneAndrej Lapajne shared a clear and insightful perspective on the future of data visualization in financial planning and analysis. He emphasized the need for standardized communication, the importance of clean data, and the power of automation in transforming analytics. Together with Paul Barnhurst, this episode highlights the critical role of FP&A professionals in driving business decisions and how the integration of effective data visualization and modern technology will shape the future of the profession.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it's designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn -

Dashboards don't decide. Agents do. In this episode of Startuprad.io, we sit down with Jennifer Grün, Senior Specialist for Generative AI & ML at AWS, to explore how agentic AI is rewriting the rules of SaaS. Instead of static dashboards and brittle automations, SaaS is moving toward agents that reason, plan, and act—delivering outcomes like churn prevention, dynamic pricing, and ticket resolution. Jennifer explains: – The difference between automation and agentic AI – The 3 ways to ship agents: feature, enabler, or product – High-ROI use cases: pricing optimization, BI anomaly detection, support triage – Why multi-agent marketplaces demand governance and guardrails – How the EU AI Act can be your competitive edge in enterprise sales – Culture-first adoption: AI literacy, AI whisperers, and playgrounds Guest Spotlight: Jennifer Grün, AWS – helping startups navigate the next wave of AI adoption, balancing compliance, scale, and growth. By 2028, Gartner predicts 15% of business decisions will run fully on autopilot. Founders who adapt now will own the SaaS future.

www.iotusecase.com#Energiemanagement #Lastspitzenmanagement #LebensmittelindustrieIn Episode 185 des IoT Use Case Podcasts spricht Gastgeberin Ing. Madeleine Mickeleit mit Raphael Elm, ERP-Key-User und IT-Verantwortlicher der Kohrener Landmolkerei, sowie Maximilian Adam, Sales Consultant, und Adrian Büttner, Product Owner bei der Schaeffler Digital Solutions GmbH. Im Mittelpunkt steht das Thema Energiemanagement in der Lebensmittelproduktion. Die Gäste berichten, wie die Molkerei mit der Software autinityE3 Transparenz über Strom, Dampf, Wasser und Druckluft geschaffen hat – trotz älterer Maschinen ohne Netzwerkanbindung. Im Gespräch geht es um die Identifikation von Hauptverbrauchern, die Anbindung von Bestandsmaschinen und die Frage, wie unterschiedliche Abteilungen wie Controlling oder Qualitätsmanagement die Daten im Alltag nutzen.Folge 185 auf einen Blick (und Klick):[09:18] Herausforderungen, Potenziale und Status quo – So sieht der Use Case in der Praxis aus[17:07] Lösungen, Angebote und Services – Ein Blick auf die eingesetzten Technologien[27:23] Übertragbarkeit, Skalierung und nächste Schritte – So könnt ihr diesen Use Case nutzenPodcast ZusammenfassungWie gelingt Energiemanagement in einer mittelständischen Molkerei mit heterogenen Bestandsanlagen, steigenden Energiekosten und dem Bedarf an Transparenz für Controlling und Qualitätsmanagement? Diese Folge liefert praxisnahe Antworten.Raphael Elm von der Kohrener Landmolkerei schildert die Ausgangssituation: fehlende Transparenz, nur Rechnungswerte und der Wunsch, konkrete Einsparpotenziale sichtbar zu machen. Gemeinsam mit Maximilian Adam und Adrian Büttner von der Schaeffler Digital Solutions GmbH wurde die Software autinityE3 eingeführt, die Energiedaten aus Strom, Dampf, Wasser und Druckluft erfasst und visualisiert.Die Gäste berichten von typischen Herausforderungen wie alten Zählern ohne Netzwerkanbindung oder Maschinen, die zwar Messgeräte hatten, deren Daten aber nicht genutzt wurden. Erste Aha-Momente entstanden beim Vergleich von Laufzeiten – etwa bei Kompressoren, die länger liefen als die zugehörigen Anlagen – sowie beim Einbeziehen zusätzlicher Parameter wie Abwasser-pH. Heute nutzen verschiedene Abteilungen die Dashboards mit jeweils eigenen Sichten: vom Controlling bis zur Qualitätssicherung.Mit autinityE3 Starter begann das Projekt klein und wird nun Schritt für Schritt erweitert. In Zukunft sollen auch KI-gestützte Analysen und aktives Lastspitzenmanagement hinzukommen. Diese Episode richtet sich an Produktionsleiter, Energiemanager sowie IT-/OT-Verantwortliche, die Energiemonitoring praxisnah umsetzen und konkrete Einsparpotenziale heben wollen.----Relevante Folgenlinks:Madeleine (https://www.linkedin.com/in/madeleine-mickeleit/)Maximilian (https://www.linkedin.com/in/maximilianadam/)Raphael (https://www.linkedin.com/in/raphael-elm-008a13242/)autinityE3 (https://www.schaeffler-digital-solutions.de/de/produkte-und-loesungen/autinitye3/)all about automation Chemnitz (https://www.chemnitz.allaboutautomation.de/de/exhibitor/schaeffler-digital-solutions-gmbh/)Jetzt IoT Use Case auf LinkedIn folgen1x monatlich IoT Use Case Update erhalten

If you didn't have a visceral reaction to the title for this episode, then you are almost certainly not in our target audience. There are few more certain ways to get a room full of analytics folk fired up than to raise the topic of dashboards. Are they where data goes to die, or are they the essential key to unlocking self-service access to actionable insights? Are they both? Is the question irrelevant, because, if they exist to inform business users, aren't they soon going to be replaced by an AI-powered chatbot, anyway? We thought a great way to dig into the topic (and, BTW, we were right) would be to have someone on the show who has co-penned multiple books on the topic. As luck would have it, Andy Cotgreave, one of the co-authors of both 2017's The Big Book of Dashboards: Visualizing Your Data Using Real-World Business Scenarios and the imminently releasing  Dashboards That Deliver: How to Design, Develop, and Deploy Dashboards That Work agreed to join us for a lively chat on the topic! This episode's Measurement Bite from show sponsor Recast is a quick explanation of power analysis from Michael Kaminsky! For complete show notes, including links to items mentioned in this episode and a transcript of the show, visit the show page.

AI dashboards offer higher education boards the opportunity to boost performance to improve their institutions. In this episode of the Changing Higher Ed Podcast, Dr. Drumm McNaughton speaks with Marc Huffman, CEO of OnBoard and eSCRIBE, about how AI dashboards provide trustees with better insight into board work and support more effective board governance. This conversation is especially relevant for presidents, trustees, and board professionals seeking to strengthen board readiness and make governance more data-informed. Topics Covered: How AI dashboards consolidate board materials and surface the most important information Methods for tracking progress against institutional strategy over multiple years Ways dashboards support board secretaries and committee chairs in managing follow-ups Why boards need AI use policies and trustee training to build digital literacy The coming role of predictive analytics and benchmarking in board planning Three Key Takeaways for Leadership: AI dashboards give boards better visibility into performance trends and unfinished business. Board composition and trustee development determine how well these tools are used. Governance policies for AI create a secure, ethical framework for decision support. Read the transcript on Changing Higher Ed: https://changinghighered.com/ai-dashboards-for-higher-education-board-governance/ #BoardGovernance #AIDashboards #HigherEducationPodcast

Andy Cotgreave stops by to talk Dashboards that Deliver, movie data, and moreAndy is co-author of the upcoming 'Dashboards that Deliver', co-author of 'Big Book of Dashboards' , co-host of 'Chart Chat', and former Senior Data Evangelist for TableauOrder 'Dashboards that Deliver' nowFollow Andy

Annerton-Experte Peter Frey erklärt im „Alles Legal”-Podcast, wie PSD3 und PSR das Open Banking neu ordnen. Von Schnittstellenpflichten über digitale Dashboards bis zur Rolle von Wallets.

Are you running a business or just duct taping one together? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Lauren Duke. Lauren is the founder and CEO of Core Ops Collective, to unpack how she went from military spouse and hairdresser to running operations for one of the nation's top real estate teams—closing over 3000 transactions and opening 21 expansion locations. Lauren explains why so many agents get stuck wearing every hat, how culture can't just be “family,” and the difference between surviving and scaling. She dives into her signature SCALE framework—Set the vision, Capture attention, Acquire business, Lead with systems, Elevate experience—showing agents how to replace chaos with clarity. From CRMs and lead magnets to touch plans and KPI dashboards, Lauren reveals the tools and mindset shifts that free agents from survival mode and position them to grow like true CEOs. If this conversation gave you clarity, share it with another agent who's grinding without a plan. Subscribe to Real Estate Excellence, leave a review, and commit to setting up one system this week that will carry your business further.   Highlights: 0:00 - 6:00 Introduction and agent struggles Why agents hit a ceiling early Misconceptions about brokerage support Overwhelm from CRMs and tech tools Why systems matter before scaling 6:00 - 15:00 Lauren's background and entry into real estate From hairdresser to military spouse life Launching a VA business on Facebook First role as a transaction coordinator Learning operations by trial and error 15:00 - 25:00 Building and leading teams Expanding to 21 locations nationwide Managing 100+ agents and staff Culture vs. family in teams Launching Core Ops Collective after parting ways 25:00 - 41:00 The SCALE framework Setting the vision with audits Capturing attention with core values Acquiring business through CRMs Leading with measurable systems 41:00 - 55:00 Systems, automation, and client touch plans Building landing pages and lead forms Using Facebook groups for lead gen 00:45:30 to 01:22:23 Dashboards, hiring, and team building ·        CEO dashboards for KPIs and cost of sale ·        Avoiding the pay-per-lead trap ·        Setting clear roles and accountability for admins Dashboards and KPIs for agents Final advice on scaling with clarity   Quotes:  “We replace survival mode with structure.” – Lauren Duke “You can't grow a team if you don't even know how you want to show up for clients.” – Lauren Duke “If you don't know your core values, decisions will paralyze you.” – Lauren Duke “Your assistant should be an extension of you.” – Lauren Duke   To contact Lauren Duke, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, and Podcast.   Connect with Lauren Duke! Website: https://www.coreopscollective.com Instagram: https://www.instagram.com/coreopscollective Facebook: https://www.facebook.com/coreopscollective Podcast: https://open.spotify.com/show/0CeMtpitmpW2KB4j05cI7i   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #LaurenDuke #CoreOpsCollective #RealEstateOps #ScaleYourBusiness #CRMSystems #LeadGeneration #TeamBuilding #Brokerage #AgentSuccess #BusinessSystems #EntrepreneurMindset #OperationsExcellence #RealEstateCoaching #ScalingAgents #CEOAgent #ClientExperience #KPIDashboard #Leadership #Authenticity

Recebemos hoje a Lara Xavier para um papo sério (e divertido) sobre observabilidade no Brasil. Conversamos sobre como sair da visão puramente reativa para uma estratégia madura que combina logs, métricas e rastros, além de cultura e processo. Entramos em dilemas de custo, priorização e responsabilidade compartilhada entre SRE e desenvolvimento, sempre com exemplos práticos do dia a dia.Falamos do começo de carreira da Lara, dos aprendizados que moldaram a forma como ela encara incidentes e de como transformar telemetria em decisões, não só em dashboards bonitos. Em “Logs e Métricas” discutimos instrumentação, qualidade de dados e sinais acionáveis, enquanto em “Vulnerabilidades e Diagnóstico” abordamos como enxergar falhas sem caça às bruxas, conectando observabilidade a segurança e a uma cultura de melhoria contínua.Puxamos também a “stack da Grafana” e as diferenças de abordagem entre times, além de boas práticas para quem quer elevar o nível da observabilidade no Kubernetes. No caminho, rimos das confusões de LinkedIn vs. Lattes, mas sem perder a mão técnica: falamos de SLO/SLI, alertas com menos ruído e decisões orientadas por telemetria. Bora?Links Importantes:- Lara Xavier - https://www.linkedin.com/in/lara-xavier-bb389788/- Links da Lara - https://linktr.ee/Larasxavier- João Brito - https://www.linkedin.com/in/juniorjbn- Assista ao FilmeTEArapia - https://youtu.be/M4QFmW_HZh0?si=HIXBDWZJ8yPbpflM- Seja Grafana Champion - https://grafana.com/community/champions/Hashtags#Observabilidade #Kubernetes #DevOps #DevSecOps #Kubicast #Containers #Getup #Grafana #Logs #Métricas #SRE #SLI #SLO #Tracing #Prometheus #Loki #Jaeger #OpenTelemetry #Dashboards #Instrumentação #CarreiraTech #Comunidade #CulturaDevOps #BrasilO Kubicast é uma produção da Getup, empresa especialista em Kubernetes e projetos open source para Kubernetes. Os episódios do podcast estão nas principais plataformas de áudio digital e no YouTube.com/@getupcloud.

Dashboards and statements aren't enough—accountants must help clients turn data into action. The DisruptorsWith Liz FarrJoe Woodard sees a disconnect between what accountants think they're selling and what clients want to buy. Many accountants still think they're selling time, but as Woodard points out with a vivid analogy, that's not what clients care about. MORE STREAMING: Baker: Find True Purpose to End Burnout | Brolin: The W.I.N. Leadership Formula | Gertrudes: How EOS & “Unreasonable Hospitality” Reshaped GrowthLab | Vilms: The Power of People in a Tech-Driven World | Dickerson: From Diagnosis to Disruption | Kapilovich: Treat People Like People | Martha Yasso: From Wall Street to Main Street | Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week |“If I'm going into CVS and I need Tums,” he explains, imagine if CVS charged you more because “I hung around in their store for twice as long to buy the Tums as I needed to, I took a circuitous path. Maybe I looked at some of the kids' toys for an upcoming birthday party where they're going to charge me twice as much for the Tums.”This absurd scenario mirrors what accounting firms do to clients when the cost of delivering the service depends on the time it takes to do the work, so “the value of the product changes based on some arbitrary time metric,” Woodard says. “As long as that's the case, there's always going to be a resistance to the billing for selling the wrong product.”However, even among firms that have adopted value pricing, a disconnect remains because the focus is on deliverables rather than outcomes.

AI is rewriting the rules of analytics. Copilot can pull answers straight from your semantic model and bypass the dashboard entirely. But for all the tech fireworks, the same old truth holds: communication is still the hardest part. Stakeholders don't always know what they want, builders don't always know how to translate it, and requirements docs have never fixed that gap. Copilot just puts the tension in sharper focus. Rob and Justin dig into why vanishing chat histories aren't just inconvenient, they erase the most honest record of what stakeholders actually care about. Screenshots and Word docs are a band-aid, not a solution. Persistent, shareable conversations could change the way model developers and business users collaborate, but only if governance and security evolve fast enough to keep up. Along the way, they show why usage data from Copilot queries is miles ahead of click stats on a dashboard and why the story of your data has always hinged on the same thing: people understanding each other. Dashboards may have set the stage, but conversation is where the real action is. Listen now and see what happens when the chat itself becomes the deliverable.

In this podcast episode, host Michelle Frechette interviews Remco Nieuwenhuis, a WordPress professional from the Netherlands and founder of WPSupporters and WPoptic. Remco shares his journey from military and police service to tech entrepreneurship, discusses the creation of WP Optic—a fast, accurate browser extension for detecting WordPress themes and plugins—and demonstrates its features live. The conversation covers challenges, future plans, and community involvement, ending with the host encouraging listeners to try WP Optic and announcing a brief podcast break for WordCamp US.Top Takeaways:WPoptic is a fast, WordPress-focused browser extension: Remco Nieuwenhuizen developed WPoptic to quickly detect if a site is built with WordPress, along with its themes and plugins. Unlike broader tools like BuiltWith or Wappalyzer, WPoptic focuses specifically on WordPress and boasts near-instant detection speeds, currently identifying around 17,000 plugins with plans to expand to over 50,000.Development involved overcoming early challenges: The first version of WPoptic was built by an overseas developer but lacked scalability, security, and depth in plugin detection. After receiving feedback from a competitor-turned-collaborator, Remco decided to rebuild the tool from scratch, prioritizing speed, security, and accuracy. This pivot confirmed market demand and improved the product's professional quality.Growth and monetization plans center on data and community: WPoptic has around 800 Chrome users and aims to monetize through features like an export function, AI-assisted plugin detection, and potentially dashboards for plugin developers to track installations and competition. Remco emphasizes organic growth, user feedback, and avoiding heavy reliance on advertising, preferring to fund development through his other business, WPSupporters.Mentioned In The Show:WPopticWaveBuilt WithWPSupportersWappalyzerWPfounders article about Remco NieuwenhuizenElementorWPBakeryDivi

n today's unpredictable world, leaders are constantly faced with the challenge of managing uncertainty. Whether driven by a lack of key information, insufficient understanding, or wavering trust within teams, uncertainty can erode confidence, stall decision-making, and impact organizational outcomes. For leaders, the ability to effectively navigate uncertainty marks the divide between reactive management and proactive, high-performance leadership. This episode goes beyond simply acknowledging uncertainty, offering a comprehensive framework for diagnosing its sources and actionable strategies for turning ambiguity into opportunity. By understanding how to close gaps in information, knowledge, and trust, leaders can foster greater resilience, empower their teams, and achieve better results in even the most volatile environments. Timestamped Overview [00:00:01] Framing the Problem: Why Uncertainty is Unavoidable—and So Impactful[00:02:08] What Causes Uncertainty? The Three Drivers: Information, Knowledge, and Trust[00:04:54] The Impact of Uncertainty on Leaders: Gaps and Their Consequences[00:09:40] Strategies to Overcome Information Gaps: Asking Better Questions and Seeking Clarity[00:10:27] Tools for Rapid Information Gathering: Frameworks, Dashboards, and Metrics[00:11:24] Turning Information Into Knowledge: Translating Facts to Meaningful Insights[00:11:55] Building Decision-Making Confidence: Addressing Imposter Syndrome and Skill Development[00:12:51] Building Trust Within Teams: Empowerment, Delegation, and Accountability Practices[00:13:16] How to Take Action: Integrating Practical Strategies and Seeking Coaching Support For the complete show notes be sure to check out our website: https://leaddontboss.com/350

Today we're joined by Tom, Head of Data at Entropy Advisors and Ali, Data Analyst at Entropy Advisors to explore how they're accelerating DAO development on Arbitrum.We discuss:Governance and treasury management strategiesDAO governance process and decision-makingDelegate dynamics and voting behaviorTracking grants and ensuring financial transparencyThe future of gaming in Web3Fund allocation and budget managementChallenges and criticisms of gaming investmentsThe role of program managersUsing dashboards for better insightsUnderstanding “Time Boost” and its impactLicensing fees and their implicationsAnd much more—enjoy! — Timestamps: (00:00) Introduction (03:36) Entropy Advisors: Accelerating DAO Development @arbitrum (08:10) Governance and Treasury Management (21:15) DAO Governance Process (28:31) Delegate Dynamics and Voting (43:21) Tracking Grants and Financial Transparency (47:58) The Future of Gaming in Web3 (48:34) Fund Allocation and Budget Management (49:28) Challenges and Criticisms of Gaming Investments (50:52) The Role of Program Managers (52:36) Dashboards (1:01:17) Understanding Time Boost and Its Impact (1:09:35) Licensing Fees (1:24:08) Outro —Content links:Join the Indexed Pod group chat: https://t.me/+Jmox7c6mB8AzOWU01. Arbitrum DAO: Financials: https://dune.com/entropy_advisors/arbitrum-dao-financials2. Arbitrum DAO: Treasury: https://dune.com/entropy_advisors/arbitrum-dao-treasury3. Arbitrum DAO: Governance Proposals: https://dune.com/entropy_advisors/arbitrum-dao-governance-proposals4. Arbitrum DAO: Delegates: https://dune.com/entropy_advisors/arbitrum-dao-delegates —Follow the guests:Ali: https://x.com/AliTslmTom: https://x.com/tomwanhhFollow the co-hosts: https://x.com/hildobby_ https://x.com/0xBoxer https://x.com/sui414Follow the Indexed Podcast:https://twitter.com/indexed_pod — The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby_ @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show! — DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

This week on The Data Stack Show, John and Matt bring you another edition of the Cynical Data Guy. John and Matt dive into the quirky world of data analytics, exploring common challenges like unrealistic data requests, the limitations of self-service BI, and the evolving role of data analysts. They also discuss the importance of understanding business context, the need for effective data storytelling, and the emerging trend of "BI as code" which promises more flexible and version-controlled analytics tools. The conversation highlights the gap between technical data capabilities and business user needs, emphasizing that the real value of data professionals lies not just in tool proficiency, but in their ability to provide meaningful insights and guide decision-making. Key takeaways include the importance of context in data analysis, the limitations of self-service tools, the ongoing evolution of data roles in modern organizations, and more. Highlights from this week's conversation include:Reading and Reacting to the LinkedIn Data Request Post (1:36)Changing KPIs and Data Skepticism (2:21)The Burden of Proving Data Integrity (5:00)Handling Metric Changes and Historical Comparisons (7:16)Preparing Stakeholders for New Metrics (9:16)BI Code, Version Control, and Modern Dashboards (11:20)Scoping and Business Context in Data Roles (14:38)Technical vs. Business Understanding in Data Teams (16:29)GUI vs. Code in Dashboard Customization (20:41)The Analyst's Role: Guidance Over Tools (23:23)Hiring and the Real-World Analyst Skillset (28:11)Final Thoughts and Takeaways (30:36)The Data Stack Show is a weekly podcast powered by RudderStack, customer data infrastructure that enables you to deliver real-time customer event data everywhere it's needed to power smarter decisions and better customer experiences. Each week, we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

In this bonus episode, John and Matt preview the next edition of the Cynical Data Guy. The Data Stack Show is a weekly podcast powered by RudderStack, customer data infrastructure that enables you to deliver real-time customer event data everywhere it's needed to power smarter decisions and better customer experiences. Each week, we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

By Adam Turteltaub As important as gaining access to the board is, using that time properly is even more crucial. Becky Rohr, Chief Compliance Officer and head of Investigations at Ericsson, will be sharing her insights and advice on this topic in her session “Board Reporting, Not Bored Reporting: Presenting to Boards and Other Senior Stakeholders by Using Data and Storytelling” at the 2025 SCCE Annual Compliance & Ethics Institute in Nashville. In this podcast and preview of her session, she advises that, even before entering the boardroom it's important to take the time to know your audience. Talking to the board, a board committee or senior executives is different since each has its own priorities. Be sure that what you say and show them speaks directly to their role. Remember, too, that the board is focused on the organization as a whole. She cautions that the board will feel obligated to read anything you send it. So, be sure to avoid overwhelming them and to focus on the larger issues that could materially affect the organization. When presenting data, don't just give them the raw numbers. Prepare a concise analysis that tells them what those numbers mean and what the key takeaways are. She found that a slide showing opportunities, challenges, highlights and lowlights in a simple quadrant graphic can be particularly useful. Dashboards, too, can be valuable, so long as every light on it isn't green. That's bound to raise suspicions. Take the time, too, to anticipate what questions they are likely to ask. She warns that boards tend to want to know how the organization stacks up against its industry peers. So, be sure to take the time to benchmark. Be sure to also take the time to listen to the podcast and join us in Nashville, September 14-17, at the SCCE Annual Compliance & Ethics Institute. Listen now The Compliance Perspectives Podcast is sponsored by Athennian, a leading provider of entity management and governance software. Get started at www.athennian.com.

Discover how Automox is transforming IT reporting. In this episode, Steph Rizzuto talks with product lead Emily Pace and engineer Ben Glass about new reporting features that give you real-time visibility, alerting, and automation. Learn how IT teams are cutting reporting time from 30 hours to 1, setting up custom alerts, and making smarter decisions—without logging into the console 24/7.

Mike & Tommy have a great conversation on how do we still build for Excel? Thanks for the mailbag!I'm building Excel sheets for my company to use as sales metrics dashboards. Can you talk about what would make of the ideal Excel migration strategy? I want to build in a way that makes migrating easier in the future, not harder.Get in touch:Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.Visit PowerBI.tips: https://powerbi.tips/Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitipsSubscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVvSubscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083‎Check Out Community Jam: https://jam.powerbi.tipsFollow Mike: https://www.linkedin.com/in/michaelcarlo/Follow Seth: https://www.linkedin.com/in/seth-bauer/Follow Tommy: https://www.linkedin.com/in/tommypuglia/

In this episode, Aydin sits down with Rob Williams, a former Chief Product Officer turned AI consultant, to explore the future of work, apps, and personal development—powered by generative AI. Rob demos Limitless, an AI pendant that helps him become a better human, and Claude Code, an agentic AI development environment that builds apps like a team of tireless developers. Plus, he shares his game-changing discovery-to-deliverable workflow that cuts a week's worth of consulting into a single day.Timestamps:01:00 – Rob's tech background and founding an AI consultancy05:01 – Demo 1: Limitless AI pendant – the wearable mentor08:19 – Rob's daily AI automations for personal growth10:28 – The privacy dilemma and how Rob handles it13:35 – Society's shifting comfort with constant recording18:20 – Rewind: screen-tracking AI and quantified work21:16 – Dystopia or augmentation? Competing views on AI ubiquity27:02 – Demo 2: Claude Code – a real agentic AI dev experience33:10 – Claude Code spins up dashboards from Excel in minutes37:39 – Debugging and security auditing with Claude40:20 – Rob's gamified AI-powered habit tracker41:47 – Claude Code for prototyping with dev teams44:47 – Implications: Will dynamic apps kill the App Store?47:00 – AI as the new operating system50:26 – Future: UIs disappear, apps build themselves52:00 – Demo 3 (Explained): Deep research AI for consulting workflows54:00 – Talking for the AI: How Rob narrates calls for context58:30 – Why you must rethink—not just speed up—your workflows59:36 – Two more tips (in newsletter only!)Tools & Technologies Mentioned:Limitless (limitless.ai) – Wearable AI pendant that records, transcribes, and summarizes your day with daily automations and feedback loops.Claude Code – Anthropic's CLI tool for building full applications using agentic AI workflows, including dependency management and debugging.Rewind – Screen-capturing app that logs your activity with searchable recall capabilities.Fellow – AI meeting tool that transcribes and summarizes meetings. Used by Rob for work-related action tracking.Typora – Markdown editor Rob uses to annotate and refine AI outputs.Deep Research – Rob's name for his long-context LLM-based analysis prompt stack, used for summarizing 20+ hour discovery projects.RescueTime – Productivity analytics tool used to track app usage and categorize time spent.

At the 2025 Patient Access Collaborative Symposium, Stephanie Schmidt, MS, Senior Director of Ambulatory Operations, and Adam Stone, MS, Director of Clinical Data & Analytics of Oregon Health & Science University led a high-impact workshop on building a culture of data fluency and accountability in access operations. As leaders in both operations and analytics, Stephanie and Adam shared real-world examples of how their teams are aligning key performance indicators (KPIs) with meaningful metrics, using dashboards to bring data to life, and building the infrastructure for consistent governance across departments. Their focus: turning insights into action—and making data not just visible, but transformative.In this episode, they reflect on the collective wisdom shared by access leaders nationwide—from the most common metrics (like fill rate and new patient lag) to the shared barriers (like attribution and cultural resistance). They also unpack the often-overlooked ROI of access initiatives, discuss how to improve organizational fluency, and share their aspirations for the future of access analytics. Whether you're launching a dashboard or leading enterprise-wide transformation, this conversation offers powerful takeaways to guide your next step.

Send us a textGuest: Dr. Robb Kruklitis, Chief Clinical Officer at Guthrie ClinicHost: Vik PatelIn this episode of This Week in Health Tech, Vik welcomes Dr. Robb Kruklitis, Chief Clinical Officer at Guthrie Clinic. In this episode, Vik sits down with Dr. Robb Kruklitis to explore Guthrie Clinic's innovative remote patient monitoring (RPM) initiative for chronic disease management. The project focuses on centralizing vital signs and biometric data from patients at home—particularly those with conditions like congestive heart failure—to enable timely interventions and reduce readmissions.Dr. Kruklitis shares how this data flows directly into Epic, where nurses monitor dashboards and respond proactively. Guthrie is also developing a remote clinical workforce to support this model. The discussion highlights the need for smarter alerts, predictive analytics, and ultimately, a shift from reactive to proactive care.Vik draws parallels with Tido's MIDR-AI monitoring solution, and the conversation shifts toward the broader future of AI in healthcare. Both agree that the industry's next leap is to fully harness EHR and external data to drive predictive insights, improve scheduling, and support providers with intelligent tools.Dr. Kruklitis ends on an inspiring note, comparing the future of healthcare data use to Moneyball—leveraging diverse data to deliver the right care at the right time and place.Support the showListen to all This Week in Health Tech episodesVik Patel - LinkedInTido Inc. - WebsiteTido Inc. - LinkedIn

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is churn currently a problem with your agency clients? Are you aware of the reasons they decide to leave? It may be time to think hard about your onboarding process, client communication, and generally the ways you're ensuring client satisfaction. The difference often comes down to positioning: are you operating as a trusted advisor or simply completing tasks? Today's special guest knows that agencies that prioritize client satisfaction, embrace accountability, and focus on becoming trusted advisors rather than mere task completers are the ones that create truly loyal clients. As our Agency Scale Specialist, Darby Copenhaver, has closely observed the growth trajectories of numerous mastermind members and constantly communicates with them in their journeys. In this conversation, he and Jason get into the importance of strong communication and transparent onboarding processes to combat buyer's remorse and build trust. They also address the strategic use of AI to enhance efficiency and results, stressing that while AI can automate tasks, human connection and understanding clients' evolving needs remain paramount for long-term partnerships. In this episode, we'll discuss: How to prevent your clients' buyer's remorse. Your onboarding might be the problem. Stop ignoring current clients. Your secret retention weapon: ongoing discovery. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Why Your Clients Might Not Love You (Even if You're Getting Results) Ever feel like you're crushing it for clients, but then they ghost you or churn unexpectedly? There are several reasons why this could be happening and ways to stop it before it kills your momentum. Here's the truth: buyers remorse sets in immediately after a client signs. It's your job to kill that remorse with rock-solid communication and a frictionless onboarding experience. Most agencies think they're good communicators because they answer emails. But clients want more than tasks checked off. They want to feel seen, understood, and confident they made the right decision. If you're not proactively communicating wins (and misses), or if you let your PMs control the narrative without your oversight, you're setting yourself up for churn, no matter how “good” your delivery is. Your Onboarding Might Be Pushing Clients Away As Jason knows from recent experiences as a client, most agencies' onboarding is just an exhausting homework dump on clients who already told you their goals in the sales calls you recorded. Why are you making them repeat themselves, fill out giant forms, or wait for your scattered follow-ups? Your clients didn't hire you to do more work. They hired you to get results while saving them time. Break your onboarding into clear, easy phases, Reset expectations, Use the data you already have (like call transcripts and AI sorting) to fill in the blanks yourself. If you set clear timelines, communication rhythms, and how success will be measured in that first meeting, you'll position yourself as a trusted advisor, not another vendor barking for “assets” they've already shared. This is what makes clients relieved to work with you instead of stressed. Communication: Simple, But Rarely Done Right It's so important for any business to show that you're trustworthy, and you'll show that by doing what you say you'll do, when you say you'll do it. Too many agencies fail to communicate delays, let tasks slip, and think a monthly dashboard is enough. It's not. Dashboards alone mean nothing to most clients. Some need a quick Loom, some need Slack check-ins, others need a simple “Here's what we did, what's next, and why it matters.” Customizing your communication style shows your clients you're paying attention to them, not just copy-pasting your agency SOPs onto their business. This is how you become a trusted advisor, the person they call with challenges (not just tasks). That's how you become irreplaceable. So, which measures are you implementing at your agency to ensure - not just assume - that you know your clients are happy, not only with the results presented but also the overall experience? Want Clients to Stick Around? Be Human When was the last time you called a client you didn't personally sell or deliver on, just to check in and say, “Hey, I'm the CEO, here's my number if you need anything”? Most agencies never do this, but it's one of the simplest ways to build relationships that survive budget cuts and economic slowdowns. If clients only see you as a transaction, you're the first thing to get cut. If they see you as a partner, they'll fight to keep you. Want to take it further? Fly out and have dinner with your top clients once a year. Exchange stories, show them you care, and watch how your retention and upsells climb. Stop Leaving Money on the Table by Ignoring Current Clients Agencies love to yell, “We need more leads!” But often, your easiest growth is sitting right in front of you. If your clients trust you, they'll come to you with new problems—many of which you can solve or connect them with someone who can. This positions you as a problem solver, not an order taker. Instances like this are a great opportunity to be strategic, guide them, and reinforce how much you value the relationship. Results are awesome, but that value is what will take from being transactional to being a value relationship they'll fight to keep in times of economic uncertainty. Why Ongoing Discovery Is Your Secret Retention Weapon If you're selling to clients you can't grow with, you're setting yourself up for frustration. Too many agencies say “yes” to clients who aren't ready, don't want help, or can't commit to scaling. It's like hiring a personal trainer while refusing to stop eating cake every night. They might pay you, but they won't get results—and they'll blame you when they don't. And what about after you've found the right clients? Darby believes too many agencies forget that discovery isn't just for the sales process. Every client interaction should be a sort of ongoing discovery. Agencies that retain and grow accounts are constantly in ongoing discovery mode. As you bring success to clients their needs will evolve, their businesses shift, and what worked four months ago might be irrelevant today. If you're not in tune with those shifts, your agency becomes stale, and you'll get replaced. A challenge for agency owners: How are you staying aware of what's changing in your clients' businesses? Are you proactively checking in, asking about priorities, and aligning your services to what's happening right now? Or are you stuck on autopilot, delivering what they hired you for while missing what they actually need today? Stay curious, stay in discovery, and you'll stay essential. Communication Clarity: 411 vs. 911 To prevent the typical disconnect when clients are unsure of who to reach out to and for what, Darby and Jason recommend this simple but powerful tactic brought by Agency Mastery member, Travis. He tells clients exactly who to reach out to for “411” (info & updates) vs. “911” (emergencies). This eliminates confusion, speeds up communication, and prevents small issues from turning into big frustrations. And when you mess up—and you will—own it fast. Clients don't want spin or silence. They want the truth — fast. One agency Jason used messed up an ad so badly it was embarrassing, and instead of calling to own it, they hid behind Slack messages. Don't be that agency. Mistakes happen. What matters is how quickly and humanly you fix them. Be Human. Clients Crave It. At the heart of retention and growth is human connection. If your agency relationships feel like sterile transactions, you're replaceable. Clients want to feel seen and understood. If everything you share sounds like sugarcoated wins while their results lag, they'll start doubting you. Long-term, high-value clients come from humanizing your interactions—having real conversations, admitting mistakes, sharing wins, and being upfront about challenges. Clients don't want perfect robots; they want partners they trust. Don't Fear AI - Use It to Win Do clients want their agencies to use AI? Overwhelmingly, yes. They just don't what you to use it just to write articles and create crappy images, brands want their agencies using AI to get better results. According to a survey conducted by Audience Audit, 77% of brands are more likely to hire an agency seen as an AI expert, yet only 32% think their current agency is. This is a massive opportunity. But here's the key: don't use AI as a crutch to replace human strategy. Use it to collect, analyze, and interpret data faster so you can bring clients valuable insights and make micro-adjustments that drive real results. Clients want done-for-you solutions that leverage AI under the hood while preserving a human relationship on the front end. Just remember that clients don't care about your systems, your dashboards, or your internal processes if they don't lead to results. They want outcomes with as little friction as possible. AI can help you cut busywork, speed up insights, and refine strategy—but it's your human understanding and relationship that keeps clients paying, referring, and expanding their contracts. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Most dashboards and reports get ignored despite all the technical expertise that goes into creating them. The reason isn't technical limitations or poor data quality - it's that they fail to deliver value to the people who are supposed to use them.In this Value Boost episode, Nicholas Kelly joins Dr. Genevieve Hayes to reveal proven strategies for increasing dashboard adoption and showcasing your value as a data professional.In this episode, you'll discover:The number one reason why dashboards fail [01:15]The three-bucket framework that transforms dashboard development [04:06]How to salvage an already-built dashboard [07:12]The simple wireframing technique that opens doors to meaningful user conversations [10:08]Guest BioNicholas Kelly is the founder of Delivering Data Analytics, a consultancy focused on helping organisations enable their teams to make smarter, faster, and more confident decisions through data and AI. He is also the author of Delivering Data Analytics and the recently released How to Interpret Data.LinksNicholas's WebsiteConnect with Nicholas on LinkedInConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE

Tired of spending money on data courses you never finish? Here are 7 essential books that will actually boost your analytical skills, with no subscription required! Plus, make sure to tune in till the end as one lucky listener will get a free book from this list! Get the books here!DISCLAIMER: Some of the links in this video are affiliate links, meaning if you click through and make a purchase, I may earn a commission at no extra cost to you.Storytelling with Data by Cole Nussbaumer Knaflic

Episode SummaryIn this episode of OnBase, host Chris Moody talks with Angela (Bruns) Herlihy about crafting and scaling an account-based strategy that aligns teams and delivers results. From her early days in gymnastics to leading marketing ops in a public company, Angela shares a compelling story of grit and growth.She walks through the operational realities of building ABM frameworks in resource-constrained environments, redefines what ABM really means across sales and marketing, and explains how to make strategic decisions with imperfect data. Angela's hands-on experience and pragmatic mindset offer a roadmap for anyone navigating the messy middle of ABM adoption.If you're looking to operationalize strategy, influence pipeline, and align GTM teams—this episode delivers both inspiration and actionable advice.Key TakeawaysABM Surfaces Everything: Account-based strategies expose every operational weakness—data silos, unclear accountability, or misaligned teams. But if addressed early, they lead to better GTM alignment and faster deal velocity.Reframe ABM as a Strategy: ABM isn't a campaign or a tech tool—it's a company-wide approach to relationship building. Angie's team embraced a tiered model (1:1, 1:few, 1:many) and shifted toward lifecycle-based engagement.Get Scrappy with Data: With limited resources, Angela built centralized dashboards using Google Sheets and manual inputs—creating a shared source of truth across sales and marketing.Co-Ownership with Sales: Alignment means co-creating everything from account selection to success metrics. Dashboards, engagement trackers, and real-time sales alerts made collaboration a practice, not a one-time effort.Lead with Progress, Not Just Revenue: Revenue is a lagging indicator. Angela focuses on buying group engagement, deal progression, and pipeline influence to maintain momentum and build trust.ABM ≠ Just Marketing: Angela avoids jargon and explains ABM through real-world examples that resonate with sales, leadership, and marketing alike. Her redefinition of ABM makes it feel like a growth strategy for the entire business.Quotes“ABM doesn't just require operational alignment—it forces it.”Best moments 00:30 – From South Dakota gymnast to GTM leader: Angie's journey.04:00 – How ABM surfaces internal misalignments and drives cross-functional clarity.07:00 – Evolving ABM from campaign-based to lifecycle-based strategy.08:40 – Scrappy ABM: Centralizing fragmented data without overhauling tech.11:00 – Aligning marketing and sales through shared metrics and processes.13:30 – Redefining ABM and earning internal buy-in with relatable use cases.15:30 – Balancing speed with long-term data discipline.Tech recommendationsPerplexityClaudeHubSpot (for its rapid evolution and product breadth)Resource recommendationsPodcasts:Talking Shop by Kelly Hopping – GTM alignment and real-world marketing challengesProf G Pod by Scott Galloway – Sharp insights on business, tech, and leadershipNewsletter:Marketoonist by Tom Fishburne – Humorous yet insightful takes on marketing absurditiesAbout the guestAngela (Bruns) Herlihy is a seasoned B2B marketing leader with a rare blend of technical expertise and strategic insight. Currently at DoubleVerify, Angela has built and scaled a full-stack marketing operations function covering everything from campaign management and analytics to website strategy and ABM.Her career spans roles in market research, database marketing, and marketing operations at companies including Gartner Digital Markets and LaserSpine Institute. Angela's work has influenced demand gen, reviewer acquisition, and full-funnel ABM strategy. She's known for her ability to scale marketing functions from scratch, align cross-functional teams, and drive operational efficiency with measurable impact.Angela brings a unique mix of grit, precision, and vision to her work—skills rooted in her background as a competitive gymnast.Connect with Angie.

Aaron Magness is the SVP of Marketing at Full Glass Wine Co., a brand acquisition and management firm focused on operating DTC wine companies with strong community roots and lasting customer value. From first-time buyers to wine club loyalists, Aaron leads marketing across a growing portfolio of brands, building distinct identities while driving collective growth at scale.With 15+ years of experience at fast-growing consumer brands, Aaron brings a sharp operator's mindset to every marketing challenge. His work centers on sustainable value creation, balancing customer acquisition with deep retention, brand storytelling with data-driven execution. Outside of Full Glass, he's also an active advisor and investor in consumer startups, with a passion for enhancing customer experience at every touchpoint.Whether unpacking how to manage marketing across multiple brands, sharing what he looks for in standout talent, or reflecting on the role of skill vs. luck in his career, Aaron offers a grounded, thoughtful take on what it really takes to lead modern marketing teams.He shares what it means to scale without shortcuts, how to build teams that compound over time, and why marketing today is more about connection than ever before.In This Conversation We Discuss:[00:41] Intro[00:59] Investing in your professional network[01:47] Navigating job loss during economic downturns[03:09] Scaling DTC through subscription experience[06:03] Building expert teams in a startup portfolio[07:04] Transferring insights across brand portfolios[08:47] Electric Eye, Social Snowball, Portless, Reach & Zamp[15:08] Specializing before expanding your skillset[18:07] Aligning teams around shared outcomes[19:41] Focusing on customer quality over quantity[23:16] Balancing tools with firsthand market knowledgeResources:Subscribe to Honest Ecommerce on YoutubeRedefining the fragmented DTC wine market by building a multi-brand platform, delivering curated wines fullglass.wine/Follow Aaron Magness linkedin.com/in/aaronmagnessSchedule an intro call with one of our experts electriceye.io/connectDrive revenue through affiliates & referrals socialsnowball.io/honestRevolutionize your inventory and fulfillment process portless.com/Level up your global sales withreach.com/honest  Fully managed sales tax solution for Ecommerce brands zamp.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Highlights from this week's conversation include:Technical Freelancer Academy & Consulting Community (1:21)Evolution of Data Teams and Technology (2:52)Data Team Growth and Output vs. Outcome (4:47)Internal Optimization vs. Client-Facing Data Work (7:23)Audience, Delivery Mechanisms, and Actionability (12:40)Proving ROI and Prioritizing Work (15:27)Practical Tips for Data Team-Business Alignment (18:31)Dealing with Vanity and Security Blanket Metrics (23:39)AI's Impact on Data Workflows (27:07)BI Tools, AI Integration, and Dashboards (32:25)Top Skills for Data Professionals (37:27)Career Growth: Technical, Communication, and Business Skills (42:02)Show, Don't Tell: Prototyping and Feedback (44:37)Taking Initiative and Risk in Data Roles (50:21)Parting Advice and Closing Thoughts (51:16)The Data Stack Show is a weekly podcast powered by RudderStack, customer data infrastructure that enables you to deliver real-time customer event data everywhere it's needed to power smarter decisions and better customer experiences. Each week, we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

In this episode, Christian Rodwell welcomes Alex Norian (founder of IWN Accountancy) and Ben Lansdown (Director of Analytics, IWN Analytics) to discuss the evolving landscape for UK property investors and landlords.They explore the challenges of property portfolio management, regulatory changes, and how landlords can use data-driven tools to optimise performance and profitability.Alex and Ben introduce “Landlord Pulse,” a new analytics platform designed specifically for landlords, and explain how it empowers both new and experienced investors to make smarter decisions with real-time insights.Key Takeaways:Treat property investment as a professional business, not a passive sideline.Use data-driven tools to make timely, informed decisions.Benchmark your portfolio against local market data to spot opportunities or risks.Focus on both cash flow and long-term capital growth.Build relationships with professionals and peers to uncover new opportunities.Resources mentioned in this episode:Recurring Income Masterclass [Register Here]Landlord Pulse Demo BookingIWN AccountancyIWN AnalyticsAlex Norian [LinkedIn]Ben Lansdown [LinkedIn]Connect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform.

In this episode, Alex speaks with Jeff Zwiefel, former President & COO of Life Time, about scaling the business from $139M to $2.3B in revenue and navigating multiple private equity exits and IPOs. Jeff shares how a people-first culture and rigorous training enabled long-term, sustainable growth in a competitive industry.Jeff discusses why private equity firms often miss the mark by focusing only on KPIs and financials, instead of investing in leadership, culture, and succession. He explains Life Time's unique "casting" approach to hiring, their internal university for training, and the importance of empowering GMs as mini-CEOs of their locations.The conversation also covers trends in the health and wellness sector, the rise of personalized longevity services, and how private equity can unlock new value in this rapidly evolving space.

The Data Stack Show is a weekly podcast powered by RudderStack, customer data infrastructure that enables you to deliver real-time customer event data everywhere it's needed to power smarter decisions and better customer experiences. Each week, we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

In today's Tales From Tech Support, we've got three stories that highlight the chaos of tech work when common sense goes out the window. From a late-night police scare while upgrading school computers, to a data guy battling a clueless director who breaks every reporting rule, to a university student who thinks spaces and usernames are just suggestions, these stories remind us that working in tech support is part logic, part patience, and part survival. Rob shares his own reactions to each story, along with a few jabs at old nemesis Rick. Buckle up, nerds, this one's short, sharp, and full of facepalms.Get your Custom Hand Turned Pen by Rob at https://CanadianRob.comSubmit your own stories to KarmaStoriesPod@gmail.com.Karma Stories is available on all major Podcasting Platforms and on YouTube under the @KarmaStoriesPodcast handle. We cover stories from popular Reddit Subreddits like Entitled Parents, Tales From Tech Support, Pro Revenge and Malicious Compliance. You can find new uploads here every single day of the week!Rob's 3D Printing Site: https://Dangly3D.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/karma-stories--5098578/support.

It started as a side project. Rob Collie built a Power BI model for his rec league hockey team. Just for fun. Just to see what the data could say. But something weird happened. The dashboards were solid. The data model was solid. But, the users still had questions. And lots of them. And that's when it clicked: people don't think in slicers. They think in questions. Natural ones. The kind dashboards rarely anticipate. In this episode, Rob and Justin Mannhardt didn't just talk about Microsoft's Copilot for Power BI. They put it to the test. No tuning. No prep. Just a raw semantic model paired with real questions from actual humans. The result? A glimpse at what happens when the tech finally meets the moment. Copilot isn't just a gimmick. It understands nuance, handles filters, and points people to the answer without making them dig. And it's getting better by the day. This isn't a future-state conversation. You've already done the hard part. Now you can build on it. And if you've been wondering when AI will start delivering real value, this is a pretty good place to start. Also in this episode: Indy Inline Hockey Dashboards Inline Analytics Doesn't Mean What You Suspect it Means, w/Ryan Spahr Copilot for Power BI Rethinking the ROI of Dashboards

Bridging the Gap Between AI and Business Data // MLOps Podcast #325 with Deepti Srivastava, Founder and CEO at Snow Leopard.Join the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletter// AbstractI'm sure the MLOps community is probably aware – it's tough to make AI work in enterprises for many reasons, from data silos, data privacy and security concerns, to going from POCs to production applications. But one of the biggest challenges facing businesses today, that I particularly care about, is how to unlock the true potential of AI by leveraging a company's operational business data. At Snow Leopard, we aim to bridge the gap between AI systems and critical business data that is locked away in databases, data warehouses, and other API-based systems, so enterprises can use live business data from any data source – whether it's database, warehouse, or APIs – in real time and on demand, natively. In this interview, I'd like to cover Snow Leopard's intelligent data retrieval approach that can leverage business data directly and on-demand to make AI work.// BioDeepti is the founder and CEO of Snow Leopard AI, a platform that helps teams build AI apps using their live business data, on-demand. She has nearly 2 decades of experience in data platforms and infrastructure.As Head of Product at Observable, Deepti led the 0→1 product and GTM strategy in the crowded data analytics market. Before that, Deepti was the founding PM for Google Spanner, growing it to thousands of internal customers (Ads, PlayStore, Gmail, etc.), before launching it externally as a seminal cloud database service. Deepti started her career as a distributed systems engineer in the RAC database kernel at Oracle.// Related LinksWebsite: https://www.snowleopard.ai/AI SQL Data Analyst // Donné Stevenson - https://youtu.be/hwgoNmyCGhQ~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Deepti on LinkedIn: /thedeepti/Timestamps:[00:00] Deepti's preferred coffee[00:49] MLflow vs Kubeflow Debate[04:58] GenAI Data Integration Challenges[09:02] GenAI Sidecar Spicy Takes[14:07] Troubleshooting LLM Hallucinations[19:03] AI Overengineering and Hype[25:06] Self-Serve Analytics Governance[33:29] Dashboards vs Data Quality[37:06] Agent Database Context Control[43:00] LLM as Orchestrator[47:34] Tool Call Ownership Clarification[51:45] MCP Server Challenges[56:52] Wrap up

As your nonprofit grows, your leadership style has to evolve — fast. In this episode, I share the mindset shifts and systems you need to lead effectively at scale without burning out or micromanaging. I break down the three key levers that help you trade control for clarity and oversight. You'll learn how to set up a "leadership cockpit" so you can stay focused on the big picture, trust your team, and stay aligned with your mission as complexity increases. This is one of the most common — and emotionally tricky — transitions nonprofit leaders face. I'll walk you through what it really looks like to lead when you're no longer touching every part of the work.What You'll Learn:How to replace control with high-level oversight as your team growsWhat to include in your leadership dashboard to stay focusedWhy aligning on operational values is key to scaling without chaosKey Takeaways:Leadership at scale is about narrowing your focus, not expanding it.Operational values must guide decisions across the team—even when you're not in the room.Dashboards, OKRs, and clear priorities help you lead strategically instead of reactively.The 3 Core Levers for Leading at a Higher Altitude:Decision-Making AlignmentEmbed clear operational values across every level of the orgDefine what “good” looks like in real behaviorDon't ask for post-decision updates — build alignment that leads to the right decisionsProgrammatic Oversight via OutcomesSet clear, narrow priorities everyone can articulateEstablish measurable team-wide and individual goalsUse OKRs to track progress without monitoring tasksInformation Flow That Serves the CEO RoleEliminate noise: don't attend every meeting or get every updateDesign meeting cadences and reports that elevate key signalsSurface risks, check for alignment, and trust your team to manage the detailsResource Mentioned:  Delegation Ladder  Want to work together? Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level. Connect with me! LinkedIn Instagram YouTube

Send us a textIn this episode of Relating to DevSecOps, Ken and Mike discuss the challenges faced by CISOs in today's security landscape, particularly the struggle to balance immediate security needs with long-term preventative strategies. They explore the disconnect between security leadership and practitioners, the urgency of addressing security issues, and the importance of understanding the root causes of vulnerabilities. The conversation emphasizes the need for CISOs to engage more deeply with their teams and to focus on effective, context-driven security solutions rather than simply reacting to the latest threats.

Episode Summary:  In this episode of Practice Growth HQ, I chat with Jason Bryll about how numbers can help you run a better and more profitable practice.  Jason is the founder of Parable Associates. He helps practices look at the right numbers, so they know what's working, what's not, and what to fix.  This episode isn't about complicated systems. It's about looking at a few simple things like how far ahead your appointments are booked, whether your team is happy at work, and if patients are slipping through the cracks because there aren't enough appointment times available.  If you want to stop guessing and start making clearer decisions, this episode will show you how.  What you'll learn:  (06:30) Why guessing your numbers is risky for business  (10:20) How one practice booked out three brand-new providers in just 30 days  (19:10) The truth about online reviews and what to look for instead   (21:30) How to spot early signs of team burnout  (24:20) The three numbers every practice should be checking regularly  Links and Resources:  Website: www.parableassociates.com  LinkedIn: Jason Bryll 

In this On Location episode during OWASP AppSec Global 2025 in Barcelona, Aram Hovsepyan, an active contributor to the OWASP SAMM project, brings a critical perspective to how the industry approaches security metrics, especially in vulnerability management. His message is clear: the way we collect and use metrics needs a serious rethink if we want to make real progress in reducing risk.Too often, organizations rely on readily available tool-generated metrics—like vulnerability counts—without pausing to ask what those numbers actually mean in context. These metrics may look impressive in a dashboard or board report, but as Aram points out, they're often disconnected from business goals. Worse, they can drive the wrong behaviors, such as trying to reduce raw vulnerability counts without considering exploitability or actual impact.Aram emphasizes the importance of starting with organizational goals, formulating questions that reflect progress toward those goals, and only then identifying metrics that provide meaningful answers. It's a research-backed approach that has been known for decades but is often ignored in favor of convenience.False positives, inflated dashboards, and a lack of alignment between metrics and strategy are recurring issues. Aram notes that many tools err on the side of overreporting to avoid false negatives, which leads to overwhelming—and often irrelevant—volumes of data. In some cases, up to 80% of identified vulnerabilities may be false positives, leaving security teams drowning in noise and chasing issues that may not matter.What's missing, he argues, is a strategic lens. Vulnerability management should be one component of a broader application security program, not the centerpiece. The OWASP Software Assurance Maturity Model (SAMM) offers a framework for evaluating and improving across a range of practices—strategy, risk analysis, and threat modeling among them—that collectively support better decision-making.To move forward, organizations need to stop treating vulnerability data as a performance metric and start treating it as a signal in a larger conversation about risk, impact, and architectural choices. Aram's call to action is simple: ask better questions, use tools more purposefully, and build security strategies that actually serve the business.GUEST: Aram Hovsepyan | OWASP SAMM Project Core Team member and CEO/Founder at CODIFIC | https://www.linkedin.com/in/aramhovsep/HOST: Sean Martin, Co-Founder at ITSPmagazine and Host of Redefining CyberSecurity Podcast | https://www.seanmartin.comSPONSORSManicode Security: https://itspm.ag/manicode-security-7q8iRESOURCESLearn more and catch more stories from OWASP AppSec Global 2025 Barcelona coverage: https://www.itspmagazine.com/owasp-global-appsec-barcelona-2025-application-security-event-coverage-in-catalunya-spainCatch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to tell your Brand Story Briefing as part of our event coverage? Learn More

Distributors today are caught in a squeeze—facing higher supplier costs and increasingly price-sensitive customers. But the answer isn't just more discounting. It's smarter selling. In this episode, we explore how value selling—when done right—can help distributors navigate economic volatility and strengthen customer loyalty.But here's the kicker: Distributors can't go it alone. They need structured, sustained support from manufacturers. Together, they can shift the sales conversation from “What's your price?” to “What's the impact?”What You'll Learn in This Episode:

On this episode of The OneStream Podcast, Peter Fugere is joined by David Lickwar and Nick Bollinger to discuss the OneStream Certified Specialist (OCS) – Reports and Dashboards exam. Learn how this certification, and all the OneStream exams, provide OneStream users a way to demonstrate the highest levels of technical competency, productivity, and industry recognition.

Dr. Natasha Bagdasarian, Chief Medical Executive for the state of Michigan, explains the state's Public Health Data Dashboard, which visualizes public health trends by district and helps to shape awareness of public health's role in the community; David Stone, Accreditation Analyst at ASTHO, discusses the importance of accreditation and ASTHO's guide to sustaining efforts across health departments; Dr. Scott Harris, ASTHO President and State Health Officer for Alabama, appeared on a recent Public Health on Call podcast; Dr. Nirav Shah, former ASTHO President and former Director of the Maine Center for Disease Control and Prevention, will give the commencement address at the University of Maine in Farmington; ASTHO will host an event being an effective crisis communicator Thursday, May 8th. Michigan's Public Health Data Dashboard  ASTHO: A Guide for Sustainable Public Health Accreditation Podcast: A Conversation with Alabama's State Health Officer ASTHO: Don't Panic: A Panel on How to be an Effective Crisis Communicator UMF Announces Dr. Nirav Shah as Commencement Speaker  

You guys… I am about to nerd out like never before on one of my favorite things—systems and operations. Yes, the stuff behind the scenes that actually makes or breaks your business. Whether you're just getting to six figures or cruising past seven, your systems must evolve with you. So I brought in Aveline Elfar, founder of a killer operations agency, to walk us through exactly what to automate, when to delegate, and how to stop being the bottleneck in your biz. Oh, and if you love a good spreadsheet… we're soul sisters.TIMESTAMPS00:00:00 – Welcome + the systems nerd-out you didn't know you needed00:00:50 – Why ops evolve from solopreneur to seven-figure CEO00:01:35 – How automation + AI free up serious CEO time00:03:00 – The hidden impact of operations on every area of your business00:04:57 – Evelyn's approach to mini audits + simplifying your tech stack00:06:34 – The “Loom doc” method + documenting as you go00:07:12 – Must-have tools for under $1M: Slack, project management, knowledge hub00:08:40 – Creating clarity + boundaries for your VA or small team00:10:24 – Project management that grows with you: ClickUp, Asana, and beyond00:13:11 – Dashboards over spreadsheets (and why CEOs shouldn't see everything)00:14:40 – Revenue leaks + retention: automate check-ins that save sales00:16:17 – Launch season prep: the audit timing that changes everything00:18:15 – What a full-blown ops audit includes (and why it takes 60 days)00:19:29 – Why many audits lead to software migrations—and mindset shifts00:21:00 – Spreadsheets, sabotage, and how I had to be locked out of Kajabi00:22:48 – Why dashboard simplicity prevents analysis paralysis00:24:15 – The #1 trait of CEOs who scale successfully: letting go00:25:50 – Your special offer: the Delegate & Automate mini audit