Podcasts about dashboards

In this episode of The New Warehouse Podcast, Kevin chats with Alex Ramirez, CEO and co-founder of Cognitops. They discuss why warehouse data decision-making often fails the people who need it most. Ramirez draws from years spent on warehouse floors, not conference rooms, to explain how operators are overwhelmed by dashboards, reports, and status updates that don't help them act in real time. Cognitops changes that reality. The conversation explores why most warehouses are “data rich and decision poor,” how decades-old WMS thinking still shapes modern systems, and why context and time matter more than static metrics. Ramirez also shares how Cognitops helps operators turn data into decisions that drive flow, improve productivity, and reduce chaos when plans inevitably break down.Learn more about The Brecham Group here. Follow us on LinkedIn and YouTube.Support the show

If you're measuring AI success by "hours saved" you're playing the easiest game in the room. In this episode, Host Susan Diaz explains why time saved is weak and sometimes harmful, then shares a better "AI ROI stack" with five metrics that map to real business value and help you build dashboards that actually persuade leadership.   Episode summary Time saved is fine. It's also table stakes. Susan breaks down why "we saved 200 hours" is the least persuasive AI metric, and why it can backfire by punishing your early adopters with more work. She then introduces a smarter approach: a set of five metrics that connect AI usage to quality, risk, growth, decision-making, and compounding capability. If you want your AI work funded, supported, and taken seriously, you need to move the conversation from cost to investment. This episode shows you how.   Key takeaways Time saved doesn't automatically convert to value. If no one reinvests the saved time, you just made busy work faster. Hours saved can punish high performers. Early adopters save time first. They often get "rewarded" with more work. Time saved misses the second-order benefits. AI's biggest wins often show up as fewer mistakes, better decisions, faster learning, and faster response to opportunity. Susan's "AI ROI stack" has five stronger metrics: Quality lift Is the output better? Track error rate, revision cycles, internal stakeholder satisfaction, customer satisfaction, and fewer rounds of revisions (e.g., proposals going from four rounds to two). Risk reduction AI can reduce risk, not only create it. Track compliance exceptions, security incidents tied to content/data handling, legal escalations/load, and "near misses" caught before becoming problems. Speed to opportunity Measure time from idea → first draft → customer touch. Track sales cycle speed, launch time, time to assemble POV/brief/competitive responses, and responsiveness to RFPs (the "game-changing" kind of speed). Decision velocity AI can reduce drag by improving clarity. Track time-to-decision in recurring meetings, stuck work/aging reports, decisions per cycle, and decision confidence. Learning velocity This is the compounding one. Track adoption curves, playbooks/workflows created per month, time from new capability introduced → used in production, and how many documented workflows are adopted by 10+ people. Dashboards should show three layers: Leading indicators (adoption, workflow usage, learning velocity). Operational indicators (cycle time). Business outcomes (pipeline influence, time to market, cost of service). You're not investing in AI to save hours. You're building a system that produces better work, faster, with lower risk, and gets smarter every month.   Timestamps 00:01 — "If you're measuring AI success by hours saved… that's table stakes." 00:51 — Why time saved doesn't translate cleanly into value 01:12 — Time saved doesn't become value unless reinvested 01:29 — Hours saved can punish high performers (they get more work) 02:10 — Time saved misses second-order benefits (mistakes, decisions, learning) 02:45 — Introducing the "AI ROI stack" (five better metrics) 02:59 — Metric 1: Quality lift (error rate, revision cycles, satisfaction) 03:31 — Example: proposal revisions drop from four rounds to two 04:14 — Metric 2: Risk reduction (compliance, incidents, legal load, near misses) 05:19 — Metric 3: Speed to opportunity (idea to customer touch, sales cycle, launches) 06:11 — Example: RFP response in 24 hours vs five days 06:34 — Metric 4: Decision velocity (time to decision, stuck work, confidence) 07:30 — Metric 5: Learning velocity (adoption curve, workflows, time to production) 08:57 — Dashboards: leading indicators vs lagging indicators 09:15 — Dashboards should include business outcomes (pipeline, time to market, cost) 09:32 — Reframe: AI as a system that improves monthly 10:08 — "Time saved is the doorway. Quality/risk/speed/decisions/learning is the house." 10:36 — Closing + review request   If your AI dashboard is only "hours saved" keep it - but don't stop there. Add one metric from the ROI stack this month. Start with quality lift or speed to opportunity. Then watch how fast the conversation shifts from cost to investment. Connect with Susan Diaz on LinkedIn to get a conversation started.   Agile teams move fast. Grab our 10 AI Deep Research Prompts to see how proven frameworks can unlock clarity in hours, not months. Find the prompt pack here.

In this episode of FP&A Unlocked, host Paul Barnhurst welcomes back Jordan Goldmeier, Excel expert, author, and longtime friend of the show, for a wide-ranging and honest conversation about careers, technology, and growth. Jordan reflects on his unconventional career path, from auditing and operations research to becoming a Microsoft MVP, author, and entrepreneur. The discussion covers Excel's evolution, why many finance professionals underuse powerful tools, and Jordan's latest projects aimed at modernizing how power users work with spreadsheets.Jordan is an entrepreneur, event producer, author, and Microsoft Excel MVP based in the Lisbon Metropolitan Area. He is widely known for his work helping professionals master Excel, data analysis, and modern spreadsheet practices. Jordan has authored several well-known books, including Advanced Excel Essentials, Dashboards for Excel, and Becoming a Data Head. In addition to his work in Excel education, he produces global events that bring together leaders across finance, technology, and entrepreneurship.Expect to Learn:How Jordan's career twists shaped his approach to Excel, data, and problem-solvingWhy most professionals only scratch the surface of Excel's capabilitiesJordan's perspective on why VBA is outdated and what could replace itWhy vertical learning beats beginner–intermediate–advanced training pathsHere are a few quotes from the episode:“Excel isn't dead, but the way we develop in it needs to change.” – Jordan Goldmeier“You don't become great by learning everything. You become great by going deep where it matters.” – Jordan GoldmeierJordan also shares the story behind his latest project: a developer-style environment designed to help Excel power users work faster, cleaner, and more confidently, without relying on outdated tools like VBA. He explains why Excel should be treated as part of a broader finance tech stack and how modern coding concepts could dramatically improve spreadsheet workflows. Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow JordanLinkedIn - https://www.linkedin.com/in/jordangoldmeier/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:15] – Jordan's Career Journey[08:30] – Setbacks, Resets, and Growth[15:00] – Writing Books on Excel[25:59] – How Excel Is Really Used[29:12] – Why VBA Is Outdated[33:54] – Building Better Tools for Excel[42:25] – Advice for FP&A Professionals[47:16] – Creating Your Own Network[52:12] – Rapid-Fire & Final Thoughts

Viele B2B-Unternehmen blicken auf ein herausforderndes Jahr 2025 zurück: Rote Zahlen in den Dashboards und sinkender Traffic durch verändertes Suchverhalten zeigen, dass manuelles Marketing in kleinen Teams kaum noch zu bewältigen ist. Es findet eine "doppelte Disruption" statt: Kunden nutzen KI-Suchmaschinen zur Recherche, während Marketer gleichzeitig deutlich mehr Content für verschiedene Kanäle produzieren müssen, um sichtbar zu bleiben. In dieser Folge von "No Leads, No Fun" sprechen Patrick Burmeier und Martin Bredl von der takeoff Inbound Marketing Agentur darüber, wie sie ihre eigene Inbound-Infrastruktur an diese Entwicklungen angepasst haben. Wir sprechen unter anderem darüber: • Was die "doppelte Disruption" konkret bedeutet und warum manuelles Marketing tot ist. • Unser 5-Phasen-Modell: Wie man eine komplette Inbound-Infrastruktur aufbaut, die Strategie, Content und Sales verbindet. • Wie wir mit Tools wie NotebookLM und virtuellen Personas eine Go-to-Market-Strategie in zwei Stunden statt zwei Tagen entwickeln. • Warum echte Kundeninterviews der einzige Schutz gegen "AI Slop" sind und wie man diese KI-gestützt auswertet. • Radikales Content-Repurposing: Wie aus einem Asset Inhalte für alle Kanäle entstehen. • Warum wir von ChatGPT zu Google Gemini gewechselt sind und wie wir "Gems" für unsere Agenturprozesse nutzen. • Wie man das "schwarze Loch" zwischen Marketing und Sales schließt und Kontakte sauber in Leads und Deals überführt. Jetzt das neue Buch von Marcus Sheridan „Endless Customers“ gewinnen: Bewertet unseren Podcast auf Apple oder Spotify und schickt einen Screenshot der Bewertung mit dem Betreff „Review Podcast“ an martin.bredl@takeoffpr.com. Mit etwas Glück landet Marcus Sheridans Buch bald in eurem Postkasten. Mehr zu takeoff Inbound Marketing Agentur: www.takeoffpr.com

In this episode, I'm thrilled to welcome back Duncan Clark from Flourish and Canva to talk about the incredible evolution of both tools over the past few years. We dig into how the Flourish and Canva teams have grown, how they now collaborate, and what that means for users who care about data visualization, storytelling, and workflow. Duncan walks through major updates—including the new Start With Data feature, expanded enterprise security options, and deeper presentation-focused capabilities. We also explore long-standing user requests, dashboarding, and how AI may soon accelerate data-viz workflows. It's a wide-ranging and deeply insightful conversation for anyone who uses—or teaches—data visualization.Keywords: Flourish, Canva, Duncan Clark, data visualization, data storytelling, interactive graphics, data design, data tools, newsroom visualization, enterprise data security, Start With Data, presentations, dashboards, API visualization, data workflows, information design, PolicyViz PodcastSubscribe to the PolicyViz Podcast wherever you get your podcasts.Become a patron of the PolicyViz Podcast for as little as a buck a monthCheck our FlourishFollow me on Instagram, LinkedIn, Substack, Twitter, Website, YouTubeEmail: jon@policyviz.com

This week on The Geek in Review, we sit down with Jennifer McIver, Legal Ops and Industry Insights at Wolters Kluwer ELM Solutions. We open with Jennifer's career detour from aspiring forensic pathologist to practicing attorney to legal tech and legal ops leader, sparked by a classic moment of lawyer frustration, a slammed office door, and a Google search for “what else can I do with my law degree.” From implementing Legal Tracker at scale, to customer success with major clients, to product and strategy work, her path lands in a role built for pattern spotting, benchmarking, and translating what legal teams are dealing with into actionable insights.Marlene pulls the thread on what the sharpest legal ops teams are doing with their data right now. Jennifer's answer is refreshingly practical. Visibility wins. Dashboards tied to business strategy and KPIs beat “everything everywhere all at once” reporting. She talks through why the shift to tools like Power BI matters, and why comfort with seeing the numbers is as important as the numbers themselves. You cannot become a strategic partner if the data stays trapped inside the tool, or inside the legal ops team, or inside someone's head.Then we get into the messy part, which is data quality and data discipline. Jennifer points out the trap legal teams fall into when they demand 87 fields on intake forms and then wonder why nobody enters anything, or why every category becomes “Other,” also known as the graveyard of analytics. Her suggestion is simple. Pick the handful of fields that tell a strong story, clean them up, and get serious about where the data lives. She also stresses the role of external benchmarks, since internal trends mean little without context from market data.Greg asks the question on everyone's bingo card, what is real in AI today versus what still smells like conference-stage smoke. Jennifer lands on something concrete, agentic workflows for the kind of repeatable work legal ops teams do every week. She shares how she uses an agent to turn event notes into usable internal takeaways, with human review still in the loop, and frames the near-term benefit as time back and faster cycles. She also calls out what slows adoption down inside many companies, internal security and privacy reviews, plus AI committees that sometimes lag behind the teams trying to move work forward.Marlene shifts to pricing, panels, AFAs, and what frustrates GCs and legal ops leaders about panel performance. Jennifer describes two extremes, rigid rate programs with little conversation, and “RFP everything” process overload. Her best advice sits in the middle, talk early, staff smart, and match complexity to the right team, so cost and risk make sense. She also challenges the assumption that consolidation always produces value. Benchmarking data often shows you where you are overpaying for certain work types, even when volume discounts look good on paper.We close with what makes a real partnership between corporate legal teams and firms, and Jennifer keeps returning to two themes, communication and transparency, with examples. Jennifer's crystal ball for 2026 is blunt and useful, data first, start the hard conversations now, and take a serious look at roles and skills inside legal ops, because the job is changing fast.Links:Jennifer McIver's LinkedIn pageWolters Kluwer ELM Solutions homepageLegalVIEW Insights reports homepageLegalVIEW DynamicInsights pageTyMetrix 360° pageListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.]⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Chrome tanks gleaming in the bed, four hydraulic pumps ready to dance, and a pearl-white El Camino built from love and discipline—Rudy joins us to share how lowrider craft, family tradition, and clean engineering come together in a car that means more than metal. He walks us through paint choices, a four-pump setup, 13-inch whitewalls, and the geometry behind extended control arms that make three-wheeling possible, plus the real-world trade-offs like accelerated tire wear and why alignment becomes a balancing act. The story moves beyond parts as Rudy traces a path from street conflict to cage fighting to calmer streets and showgrounds, paying that focus forward to his kids and a near-original '96 Impala SS.We switch lanes to explore six iconic dashboard styles that collectors love, each one a time capsule of design and technology. From the bold clarity of American muscle to the wood-and-leather elegance of European classics, the sweeping Art Deco forms of the '30s and '40s, the minimalist pragmatism of Scandinavian design, and the digital, driver-centric supercar era, we show how a dashboard can reveal a car's soul. Custom hot rods cap the tour with one-off faces that speak the owner's language in billet, color, and gauge selection.To round out the ride, we map festive road trips through San Antonio: River Walk lights cascading over the water, SeaWorld's massive displays and live shows, hot-chocolate trolley tours, Zoo Lights, skating at Hemisphere Park, and Fiesta Texas in full holiday mode. Don't miss the transformed Alamo experience, complete with Phil Collins' narration and a collection that reframes the site's true scale. Whether you're tuning hydraulics, studying dashboards, or planning a family cruise, you'll find ideas, history, and heart.Enjoyed the show? Subscribe, share it with a car-loving friend, and leave a review so more enthusiasts can join the ride.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Everyone keeps asking whether AI kills Power BI or makes it stronger. Rui Romano flips that entire question on its head. As the Microsoft PM behind PBIP, TMDL, and all the file format work that rebuilt Power BI's foundation, he explains how the platform accidentally became one of the most AI-ready systems in analytics - and it wasn't by accident, not really. His team was solving problems for real developers who were tired of unsupported workarounds and offshore relay races. They weren't training agents. But the work they did means AI now feels native instead of duct-taped on. What we learned was that the semantic model is still the highest ground in this whole space. While other tools let AI stumble through raw tables and pray the math holds up, a proper model gives AI the one thing it absolutely cannot fake: context. Relationships. Business logic that works at every level of granularity without falling apart. Rui breaks down why that matters now more than ever, why all the hardening work his team did keeps your models from exploding when an agent gets ambitious, and why the future of BI isn't about cranking out another hundred pixel-perfect dashboards. It's about fast iteration, lower friction, and answers you can trust at scale. Dashboards still matter - but only the ones people use. This conversation goes deep on architecture, not hype. Rui talks about what's changing right now, what still needs work, and why natural language will eventually beat drag-and-drop for a lot of what we do today. If you've been wondering whether to invest in real semantic modeling or just let AI figure it out from scratch every single time, this episode makes the case for why foundations always win. Always. Listen in and get ahead of the shift. And if the episode lands for you, leave us a review to help other folks find the show.

Excel Data Visualization & Dashboards: Turn Raw Data into Executive-Ready StoriesExcel is the foundational tool for analysis, but simply having data isn't enough; you need to tell the story behind the numbers.In this episode of What's New at CFI on FinPod, CEO Tim Vipond introduces the new Excel Data Visualization and Dashboards course. Learn how to transform raw data into clean, clear, and powerful visuals that drive business decisions, no matter your industry.This course is a masterclass in building executive-ready dashboards from scratch, making it essential for FP&A, Marketing, Operations, and all analytical roles.This episode covers:The Power of Excel: Why Excel remains the ultimate "blank canvas" for visualization and the foundational skill set for tools like Power BI or Tableau.Mastering the Visual Toolkit: Learn to build and use advanced charts like Waterfall Charts (for variance analysis), Combo Charts (for margin vs. revenue), Sparklines, and Football Field Charts (for valuation ranges).End-to-End Dashboard Creation: Gain the confidence to plan, set up, and build complete, beautiful dashboards that are clearly sectioned, titled, and formatted for maximum impact.Highlighting Insights: The critical skill of moving beyond just building a chart to actively using color, arrows, and annotations to highlight the specific insights that drive business change (e.g., maximizing margins or accelerating growth).Developing Taste: Tim shares career advice on how to develop "good taste" in data visualization by actively seeking out and being inspired by varied internal and external reports (pitch decks, board reports, operations decks).

What's up everyone, today we have the pleasure of sitting down with Anna Aubuchon, VP of Operations at Civic Technologies.(00:00) - Intro (01:15) - In This Episode (04:15) - How AI Flipped the Build Versus Buy Decision (07:13) - Redrawing What “Complex” Means (12:20) - Why In House AI Provides Better Economics And Control (15:33) - How to Treat AI as an Insourcing Engine (21:02) - Moving BI Workloads Out of Dashboards and Into LLMs (31:37) - Guardrails That Keep AI Querying Accurate (38:18) - Using Role Based AI Guardrails Across MCP Servers (44:43) - Ops People are Creators of Systems Rather Than Maintainers of Them (48:12) - Why Natural Language AI Lowers the Barrier for First-Time Builders (52:31) - Technical Literacy Requirements for Next Generation Operators (56:46) - Why Creative Practice Strengthens Operational Leadership Summary: AI has reshaped how operators work, and Anna lays out that shift with the clarity of someone who has rebuilt real systems under pressure. She breaks down how old build versus buy habits hold teams back, how yearly AI contracts quietly drain momentum, and how modern integrations let operators assemble powerful workflows without engineering bottlenecks. She contrasts scattered one-off AI tools with the speed that comes from shared patterns that spread across teams. Her biggest story lands hard. Civic replaced slow dashboards and long queues with orchestration that pulls every system into one conversational layer, letting people get answers in minutes instead of mornings. That speed created nerves around sensitive identity data, but tight guardrails kept the team safe without slowing anything down. Anna ends by pushing operators to think like system designers, not tool babysitters, and to build with the same clarity her daughter uses when she describes exactly what she wants and watches the system take shape.About AnnaAnna Aubuchon is an operations executive with 15+ years building and scaling teams across fintech, blockchain, and AI. As VP of Operations at Civic Technologies, she oversees support, sales, business operations, product operations, and analytics, anchoring the company's growth and performance systems.She has led blockchain operations since 2014 and built cross-functional programs that moved companies from early-stage complexity into stable, scalable execution. Her earlier roles at Gyft and Thomson Reuters focused on commercial operations, enterprise migrations, and global team leadership, supporting revenue retention and major process modernization efforts.How AI Flipped the Build Versus Buy DecisionAI tooling has shifted so quickly that many teams are still making decisions with a playbook written for a different era. Anna explains that the build versus buy framework people lean on carries assumptions that no longer match the tool landscape. She sees operators buying AI products out of habit, even when internal builds have become faster, cheaper, and easier to maintain. She connects that hesitation to outdated mental models rather than actual technical blockers.AI platforms keep rolling out features that shrink the amount of engineering needed to assemble sophisticated workflows. Anna names the layers that changed this dynamic. System integrations through MCP act as glue for data movement. Tools like n8n and Lindy give ops teams workflow automation without needing to file tickets. Then ChatGPT Agents and Cloud Skills launched with prebuilt capabilities that behave like Lego pieces for internal systems. Direct LLM access removed the fear around infrastructure that used to intimidate nontechnical teams. She describes the overall effect as a compression of technical overhead that once justified buying expensive tools.She uses Civic's analytics stack to illustrate how she thinks about the decision. Analytics drives the company's ability to answer questions quickly, and modern integrations kept the build path light. Her team built the system because it reinforced a core competency. She compares that with an AI support bot that would need to handle very different audiences with changing expectations across multiple channels. She describes that work as high domain complexity that demands constant tuning, and the build cost would outweigh the value. Her team bought that piece. She grounds everything in two filters that guide her decisions: core competency and domain complexity.Anna also calls out a cultural pattern that slows AI adoption. Teams buy AI tools individually and create isolated pockets of automation. She wants teams to treat AI workflows as shared assets. She sees momentum building when one group experiments with a workflow and others borrow, extend, or remix it. She believes this turns AI adoption into a group habit rather than scattered personal experiments. She highlights the value of shared patterns because they create a repeatable way for teams to test ideas without rebuilding from scratch.She closes by urging operators to update their decision cycle. Tooling is evolving at a pace that makes six month old assumptions feel stale. She wants teams to revisit build versus buy questions frequently and to treat modern tools as a prompt to redraw boundaries rather than defend old ones. She frames it as an ongoing practice rather than a one time decision.Key takeaway: Reassess your build versus buy decisions every quarter by measuring two factors. First, identify whether the workflow strengthens a core competency that deserves internal ownership. Second, gauge the domain complexity and decide whether the function needs constant tuning or specialized expertise. Use modern integration layers, workflow builders, and direct LLM access to assemble internal systems quickly. Build the pieces that reinforce your strengths, buy the pieces that demand specialized depth, and share internal workflows so other teams can expand your progress.Why In House AI Provides Better Economics And ControlAI tooling has grown into a marketplace crowded with vendors who promise intelligence, automation, and instant transformation. Anna watches teams fall into these patterns with surprising ease. Many of the tools on the market run the same public models under new branding, yet buyers often assume they are purchasing deeply specialized systems trained on inaccessible data. She laughs about driving down the 101 and seeing AI billboards every few minutes, each one selling a glossy shortcut to operational excellence. The overcrowding makes teams feel like they should buy something simply because everyone else is buying something, and that instinct shifts AI procurement from a strategic decision into a reflex."A one year agreement might as well be a decade in AI right now."Anna has seen how annual vendor contracts slow companies down. The moment a team commits to a year long agreement, the urgency to evaluate alternatives vanishes. They adopt a “set it and forget it” mindset because the tool is already purchased, the budget is already allocated, and the contract already sits in legal. AI development moves fast. Contract cycles do not. That mismatch creates friction that becomes expensive, especially when new models launch every few weeks and outperform the ones you purchased only months earlier. Teams do not always notice the cost of stagnation because it creeps in quietly.Anna lays out a practical build versus buy framework. Teams should inspect whether the capability touches their core competency, their customer experience, or their strategic distinctiveness. If it does, then in house AI provides more long term value. It lets the company shape the model around real customer patterns. It keeps experimentation in motion instead...

Most companies still rely on dashboards to understand their data, even though AI now offers new ways to ask questions and explore information. Barry McCardel, CEO of Hex and former engineer at Palantir, joins a16z General Partner Sarah Wang to discuss how agent workflows, conversational interfaces, and context-aware models are reshaping analysis. Barry also explains how Hex aims to make everyone a data person by unifying analysis and AI in one workflow, and he reflects on his post about getting rid of their AI product team and the process behind Hex's funny launch videos.Timecodes: 0:00 – The problem with dashboards1:20 – The evolution of data teams and AI's role2:05 – Democratizing data: challenges and opportunities3:45 – The rise of agentive workflows9:48 – Threads and the changing UI of data analysis13:16 – Building AI agents: lessons from the notebook agent16:12 – Model capabilities and the future of AI in data19:10 – The importance of context and trust in data analysis24:34 – Semantic models and context engineering29:27 – Data team roles in the age of AI31:52 – Accuracy, trust, and evaluating AI systems37:43 – Building Hex: embracing AI as core, not an add-on48:48 – Pricing, value capture, and the future of SaaS55:55 – The modern data stack and industry consolidation1:04:26 – Acquisitions and owning the data insight layer1:06:46 – Lessons from Palantir: forward-deployed engineering1:13:11 – Commitment engineering and customer collaboration1:17:25 – Brand, launch videos, and having fun in SaaSResources:Follow Barry McCardel on X:  https://x.com/barraldFollow Sarah Wang on X: https://x.com/sarahdingwang Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn:https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see http://a16z.com/disclosures.  Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the ETA Insider Podcast, we are joined by Jake Bitz, Director of Client Accounting & Advisory Services and Consulting CFO at Boulay. Jake breaks down the accounting realities that searchers and newly minted CEOs face before and after acquiring a small business. He outlines the most common red flags uncovered during diligence, offers practical steps searchers can take early to avoid costly surprises, and explains how outsourced accounting models support operators as they scale. Jake also shares guidance on post-acquisition pitfalls, how CEOs should think about cash oversight, and where AI is already reshaping the accounting and finance function.

Achtung (Werbung in eigener Sache):  Jetzt ist mein neues Buch (in Co-Produktion mit Prof. Dr. Johanna Bath): "Die perfekte Employee Journey & Experience" verfügbar: Springer: https://link.springer.com/book/9783662714195 Amazon: https://bit.ly/44aajaP Thalia: https://www.thalia.de/shop/home/artikeldetails/A1074960417 Dieses Fachbuch stellt die wichtigsten Elemente der Employee Journey vor – vom Pre-Boarding bis zum Offboarding – und erläutert, wie Verantwortliche in Unternehmen eine gelungene Employee Experience realisieren und nachhaltig verankern können.   Mein Gast: Dr. Yasemin Tahris (Arbeits- und Organisationspsychologin und Chief Experience Officer der FLOWIT AG) Dr. Yasemin Tahris ist Arbeits- und Organisationspsychologin und Chief Experience Officer der FLOWIT AG, einem Schweizer Technologieunternehmen mit Sitz in Zürich, das KI-gestützte Lösungen für Mitarbeiterfeedback und People Analytics entwickelt. Sie verbindet psychologische Forschung mit moderner Datenanalyse und ermöglicht es Unternehmen, Mitarbeiterbefragungen in über 140 Sprachen gleichzeitig durchzuführen – präzise, kulturell sensibel und datenschutzkonform. Mit ihrer Arbeit zeigt sie, wie KI dazu beitragen kann, die Stimme der Mitarbeitenden weltweit zu erfassen und Führungskräften valide Entscheidungsgrundlagen für Engagement- und Entwicklungsprogramme zu liefern.   Thema: In der GainTalents-Podcastfolge 429 habe ich mit Dr. Yasemin Tahris (Arbeits- und Organisationspsychologin und Chief Experience Officer der FLOWIT AG) darüber gesprochen, wie künstliche Intelligenz Mitarbeiterbefragungen völlig neu gestalten kann. Herzlichen Dank an Yasemin für die vielen guten Tipps zum Thema. Viel Spaß beim Reinhören!  KI-gestützte Mitarbeiterbefragungen - das ist heute möglich! Zunächst ist eine Analyse der Ist-Situation in den Unternehmen erforderlich Bei der Analyse kommen bereits ki-gestützte Chatbots für den strukturierten Aufbau der Analyse zum Einsatz hierbei werden sowohl die unterschiedlichen Sprachen als auch das Fachvokabular berücksichtigt und verstanden! Mit KI-Unterstützung kann sehr schnell und sehr tiefgehend eine Entlastung von Führungskräften im Sinne der Interaktionen erfolgen die KI hört für die Führungskräfte zu (ersetzt diese aber nicht) die KI bereitet die wichtigsten Infos von hunderten von Mitarbeitenden auf und bietet Verbesserungsvorschläge (Coaching-Hinweise) die KI agiert wie ein Arbeits- und Organisationspsychologe und geben lösungsorientiertes Feedback die KI liefert Leitfäden für kommende Teamsitzungen, etc. Die Ergebnisse aus der Befragung werden in Dashboards aufbereitet und es ist möglich mit den Dashboards zu chatten (mit KI-Chatbot, der wie ein Arbeits- und Organisationspsychologe agiert) Mindestens 10 Personen für eine Befragung und mindestens sechs Personen müssen geantwortet haben Es gibt keine Informationen zu individuellen Angaben (Datenschutz) Mögliche Ergebnisse: Reduzierung der Fluktuation um bis zu 30 Prozent Effizienzgewinne (mehr/neue Skills durch bessere Weiterbildung bei den Mitarbeitenden, Entlastung von HR) signifikant bessere Daten für den HR-Bereich (People & Culture) - inkl. Frühwarnsysteme für Fluktuation starke Interaktion mit den Mitarbeitenden zu Ergebnissen, den daraus abgeleiteten Maßnahmen und Follow-ups Alle Daten werden in Deutschland gehostet (DSGVO- und AI-Act-konform)   #PeopleAnalytics #EmployeeExperience #KI #Mitarbeiterbefragung #Diversity #NewWork #GainTalentspodcast   Shownotes Links - Dr. Yasemin Tahris LinkedIn: https://www.linkedin.com/in/dr-yasemin-tahris/ Webseite: https://www.flowit.ai    Links Hans-Heinz Wisotzky:  Website: https://www.gaintalents.com/podcast und https://www.gaintalents.com/blog Podcast: https://www.gaintalents.com/podcast Bücher: Neu (jetzt überall zu kaufen): Die perfekte Employee Journey und Experience https://link.springer.com/book/9783662714195 Erste Buch: Die perfekte Candidate Journey und Experience https://www.gaintalents.com/buch-die-perfekte-candidate-journey-und-experience LinkedIn https://www.linkedin.com/in/hansheinzwisotzky/ LinkedIn https://www.linkedin.com/company/gaintalents XING https://www.xing.com/profile/HansHeinz_Wisotzky/cv Facebook https://www.facebook.com/GainTalents Instagram https://www.instagram.com/gain.talents/ Youtube https://bit.ly/2GnWMFg

Achtung (Werbung in eigener Sache):  Jetzt ist mein neues Buch (in Co-Produktion mit Prof. Dr. Johanna Bath): "Die perfekte Employee Journey & Experience" verfügbar: Springer: https://link.springer.com/book/9783662714195 Amazon: https://bit.ly/44aajaP Thalia: https://www.thalia.de/shop/home/artikeldetails/A1074960417 Dieses Fachbuch stellt die wichtigsten Elemente der Employee Journey vor – vom Pre-Boarding bis zum Offboarding – und erläutert, wie Verantwortliche in Unternehmen eine gelungene Employee Experience realisieren und nachhaltig verankern können.   Mein Gast: Dr. Yasemin Tahris (Arbeits- und Organisationspsychologin und Chief Experience Officer der FLOWIT AG) Dr. Yasemin Tahris ist Arbeits- und Organisationspsychologin und Chief Experience Officer der FLOWIT AG, einem Schweizer Technologieunternehmen mit Sitz in Zürich, das KI-gestützte Lösungen für Mitarbeiterfeedback und People Analytics entwickelt. Sie verbindet psychologische Forschung mit moderner Datenanalyse und ermöglicht es Unternehmen, Mitarbeiterbefragungen in über 140 Sprachen gleichzeitig durchzuführen – präzise, kulturell sensibel und datenschutzkonform. Mit ihrer Arbeit zeigt sie, wie KI dazu beitragen kann, die Stimme der Mitarbeitenden weltweit zu erfassen und Führungskräften valide Entscheidungsgrundlagen für Engagement- und Entwicklungsprogramme zu liefern.   Thema: In der GainTalents-Podcastfolge 429 habe ich mit Dr. Yasemin Tahris (Arbeits- und Organisationspsychologin und Chief Experience Officer der FLOWIT AG) darüber gesprochen, wie künstliche Intelligenz Mitarbeiterbefragungen völlig neu gestalten kann. Herzlichen Dank an Yasemin für die vielen guten Tipps zum Thema. Viel Spaß beim Reinhören!  KI-gestützte Mitarbeiterbefragungen - das ist heute möglich! Zunächst ist eine Analyse der Ist-Situation in den Unternehmen erforderlich Bei der Analyse kommen bereits ki-gestützte Chatbots für den strukturierten Aufbau der Analyse zum Einsatz hierbei werden sowohl die unterschiedlichen Sprachen als auch das Fachvokabular berücksichtigt und verstanden! Mit KI-Unterstützung kann sehr schnell und sehr tiefgehend eine Entlastung von Führungskräften im Sinne der Interaktionen erfolgen die KI hört für die Führungskräfte zu (ersetzt diese aber nicht) die KI bereitet die wichtigsten Infos von hunderten von Mitarbeitenden auf und bietet Verbesserungsvorschläge (Coaching-Hinweise) die KI agiert wie ein Arbeits- und Organisationspsychologe und geben lösungsorientiertes Feedback die KI liefert Leitfäden für kommende Teamsitzungen, etc. Die Ergebnisse aus der Befragung werden in Dashboards aufbereitet und es ist möglich mit den Dashboards zu chatten (mit KI-Chatbot, der wie ein Arbeits- und Organisationspsychologe agiert) Mindestens 10 Personen für eine Befragung und mindestens sechs Personen müssen geantwortet haben Es gibt keine Informationen zu individuellen Angaben (Datenschutz) Mögliche Ergebnisse: Reduzierung der Fluktuation um bis zu 30 Prozent Effizienzgewinne (mehr/neue Skills durch bessere Weiterbildung bei den Mitarbeitenden, Entlastung von HR) signifikant bessere Daten für den HR-Bereich (People & Culture) - inkl. Frühwarnsysteme für Fluktuation starke Interaktion mit den Mitarbeitenden zu Ergebnissen, den daraus abgeleiteten Maßnahmen und Follow-ups Alle Daten werden in Deutschland gehostet (DSGVO- und AI-Act-konform)   #PeopleAnalytics #EmployeeExperience #KI #Mitarbeiterbefragung #Diversity #NewWork #GainTalentspodcast   Shownotes Links - Dr. Yasemin Tahris LinkedIn: https://www.linkedin.com/in/dr-yasemin-tahris/ Webseite: https://www.flowit.ai    Links Hans-Heinz Wisotzky:  Website: https://www.gaintalents.com/podcast und https://www.gaintalents.com/blog Podcast: https://www.gaintalents.com/podcast Bücher: Neu (jetzt überall zu kaufen): Die perfekte Employee Journey und Experience https://link.springer.com/book/9783662714195 Erste Buch: Die perfekte Candidate Journey und Experience https://www.gaintalents.com/buch-die-perfekte-candidate-journey-und-experience LinkedIn https://www.linkedin.com/in/hansheinzwisotzky/ LinkedIn https://www.linkedin.com/company/gaintalents XING https://www.xing.com/profile/HansHeinz_Wisotzky/cv Facebook https://www.facebook.com/GainTalents Instagram https://www.instagram.com/gain.talents/ Youtube https://bit.ly/2GnWMFg

In this episode, Vince Quinn sits down with Brianna Miller, Director of Demand Generation at Cohere Health, to break down what really makes ABM campaigns effective in long-cycle, high-stakes B2B healthcare. Brianna shares how she segments a tiny, complex market of health insurers, balances deep personalization with scalable strategy, and builds ABM programs that influence pipeline—without annoying decision-makers.They also dive into Brianna's public speaking journey, why she believes in teaching what you love, and how being an adjunct professor has sharpened her skills on and off the stage.Guest BioBrianna Miller is the Director of Demand Generation at Cohere Health, a healthcare technology company focused on improving collaboration between payers and providers through AI-powered clinical intelligence. With over a decade of experience in healthcare tech and a specialty in account-based marketing (ABM), Brianna builds highly-targeted multi-channel campaigns that drive real engagement with key stakeholders in complex markets.She's also an adjunct professor at the University of Missouri–St. Louis, where she teaches foundational marketing to undergraduates and shares her deep industry insights from the field to the classroom.TakeawaysABM is about precision: segment by tech stack, persona, and sales stage.One-to-few ABM balances personalization and efficiency.Cohere's dual-audience model (payers buy, providers use) requires nuanced messaging.You don't need the biggest budget—you need the right intent signals.Collaboration with sales is non-negotiable: shared dashboards and insights drive success.Public speaking is easier when you share what you love.Great content = something your audience can take home and use immediately.Chapters00:00 Intro: Meet Brianna Miller from Cohere Health 01:25 What Cohere Does and Its Unique Buyer/User Split 03:03 Brianna's Multi-Channel ABM Playbook 04:18 Tools, Data Sources, and the "Know One Payer" Rule 06:23 Why Bad Personalization Is Worse Than None 07:10 What Is ABM? Brianna's Definition 08:21 One-to-One vs. One-to-Few vs. One-to-Many 10:13 How to Execute One-to-Few Campaigns Step-by-Step 12:34 Measuring Account Engagement and Marketing Influence 13:11 Sales Collaboration: Account Picks, Messaging, and Dashboards 14:57 What Pipeline Influence Looks Like in Long Sales Cycles 16:29 From Stage to Classroom: Brianna's Approach to Teaching 18:39 What Makes a Great Talk? Think Tangible Takeaways 20:25 Being Yourself on Stage = Content That Connects 22:27 Where to Find and Follow BriannaLinkedInFollow Brianna Miller on LinkedIn Check out her website: https://beingyourbrand.com Follow Vince Quinn on LinkedIn

Le sujet :L'IA et le vibe coding ont révolutionné la création de side business : plus besoin d'être un expert de la tech pour lancer un site, une application ou un média. L'essentiel est ailleurs : savoir identifier les bonnes opportunités business et utiliser les meilleurs outils.L'invité du jour :Esther Moisy-Kirschbaum est responsable du développement de Magma, une newsletter d'identification de tendances et d'opportunités de business.Aux côtés de Matthieu Stefani, Esther et Christofer Ciminelli nous expliquent comment créer un side business rentable grâce au vibe coding et aux outils d'IA les plus accessibles.Découvrez : Pourquoi l'entrepreneuriat est un pilier de l'investissementComment identifier les opportunités de side businessQu'est-ce que le vibe coding et comment se lancerLes opportunités du faceless et du live shoppingComment combiner vibe coding, IA et APIAvantages :Bonne nouvelle ! Nous avons négocié pour vous un avantage exceptionnel. Avec le code BFLAMARTINGALE, obtenez 50% de réduction sur l'abonnement annuel à la newsletter Magma. Offre valable jusqu'au 31/12/2025 (au-delà, le code vous offre tout de même 50€ de réduction

In this episode of the Transform Sales Podcast: Sales Software Review Series, Amir Reiter, CEO at CloudTask, sits down with Luke Marshall, CEO at Baremetrics, to reveal how Baremetrics turns raw Stripe data into the actionable insights founders need to scale. Baremetrics delivers real‑time dashboards for MRR, churn, LTV, cohort retention, and more, lets you annotate revenue spikes, segment by any customer attribute, and recover failed payments automatically—so you can ditch clunky spreadsheets and incomplete Stripe reports. The result? Faster, data‑driven decisions that cut churn, boost expansion, and supercharge growth. If you're a SaaS founder, CFO, or growth lead, Baremetrics is your single source of truth for subscription analytics. Try Baremetrics here: https://software.cloudtask.com/baremetrics-ce250d #TransformSales #SalesSoftware #Baremetrics #StripeAnalytics #SaaSmetrics #RevenueGrowth

In this episode Kim talks with Andrew Ranson, High School Instructional Coach at Shanghai American School (and graduate of The Coach Certificate and Mentorship Program) about how he got started using a coaching dashboard - and how it helped transform conversations with his school leaders! We know that leadership support is a critical aspect of the success of a coaching program and the idea is to share a birds-eye view summary of the coaching work that has been happening in their building or division. When the building or divisional leader knows that coaching work is happening - and helping them move forward on their strategic goals, it immediately sparks more curiosity about what is happening and how they can support it. Find the show notes for this episode here. Let's Connect: Our website: coachbetter.tv EduroLearning on LinkedIn EduroLearning on Instagram EduroLearning on YouTube Subscribe to our weekly newsletter Join our #coachbetter Facebook group Learn with Kim Explore our courses for coaches Watch a FREE workshop Read more from Kim: Finding Your Path as a Woman in School Leadership (book) Fostering a Culture of Growth and Belonging: The Multi-Faceted Impact of Instructional Coaching in International Schools (chapter) The Landscape of Instructional Coaching in International Schools (chapter)  

Discover how real-time quality management dashboards transform manufacturing by catching defects instantly, automating alerts, and enabling proactive decisions. Learn why timely data is the secret to achieving right-first-time (RFT) quality and how mobile tools are replacing outdated paper processes. More at https://www.alphasoftware.com/quality-management-solution Alpha Software City: Burlington Address: 70 Blanchard Road Website: https://www.alphasoftware.com/

Behind Singapore's cute pet culture lies a hidden trade of smuggled animals.Many are found in dashboards, car seats and cramped compartments with no ventilation, and arrive sick, traumatised, or carrying deadly diseases like rabies.In this eye-opening episode of The Daily Ketchup, NParks senior veterinarian Dr Sean Sum takes us to the frontlines! From emergency rescues at the border, to the heartbreaking decisions vets face: When to fight for an animal's life, when rehabilitation is possible, and when euthanasia becomes the only humane option.Here's what every pet owner should hear before getting one.-To learn more about the import requirements for pet dogs and cats, visit go.gov.sg/avs-dogcatimport for more information. Hosted on Acast. See acast.com/privacy for more information.

Wir nähern uns der Episode 70, und O singt aus Versehen fast im Intro. Wenn das nicht gute Unterhaltung verspricht :-D Aber nach dem üblichen Trara geht's auch fachlich weiter mit einem Paper zu Dashboards für Lernende und einem zur Auswahl von Projetkten. Die obligatorische Fundgrube ist dabei, und auch mal wieder etwas Diskussion über die Politik: Tablets für alle!? Und klar, Veranstaltungstipps und eine Weltverbesserungsidee.

"What gets measured gets managed."Everyone knows this.But here's the question most leaders never ask:Are you measuring what actually matters?I see this all the time: Leaders drowning in data. Dashboards full of metrics. Weekly reports. KPIs tracked religiously.But when I ask them, "What are you actually measuring? And why?" they can't answer clearly.They're measuring everything. Which means they're measuring nothing that matters.Here's the problem: Most leaders measure lag indicators—outcomes that already happened. Revenue. Profit. Customer churn. Employee turnover.These tell you what happened. But they don't tell you what's going to happen. Or what you can actually control.Lead indicators predict the future. They're the activities and behaviors that drive outcomes. But most leaders don't track them.In this week's newsletter (LinkedIn) and podcast, I'm diving into:Why most performance metrics are useless (lag indicators only)The difference between lead and lag indicators (and why you need both)How to measure what actually matters (based on your Mission)Why Performance is a core element of your Leader's DashboardBecause if you're measuring the wrong things, you're managing the wrong things.And that's costing you.

In this week's episode, I talk with Chris Parmer, co-founder of Plotly, about how the company is integrating AI into the next generation of data visualization and analytics tools. Chris walks me through the thinking behind Plotly Studio, their new AI-native environment where natural language prompts generate real, auditable code for charts, dashboards, and data apps. We discuss how this approach reduces bottlenecks for data teams, empowers non-technical users, and reshapes the role of the data visualization expert. We also dive into the limits of public dashboards, the rise of generative interfaces, and what a future of AI-driven exploratory analysis might look like. It's a fascinating look at where data tools are heading and how analysts can stay ahead.Keywords: Plotly, Plotly Studio, data visualization, AI tools, generative AI, dashboards, data apps, Python, code generation, data workflows, data analysis, natural language interfaces, data science, analytics, enterprise data security, data storytelling, Jon Schwabish, Chris ParmerSubscribe to the PolicyViz Podcast wherever you get your podcasts.Become a patron of the PolicyViz Podcast for as little as a buck a monthCheck out Plotly at: https://plotly.com/Follow me on Instagram, LinkedIn, Substack, Twitter, Website, YouTubeEmail: jon@policyviz.com

In this episode, we spotlight the real-world impact of public safety data. Our guest, Jeff Zuback, Director of Research, Analysis, and Evaluation at Maryland's Governor's Office of Crime Prevention and Policy, brings more than a decade of experience turning crime statistics into meaningful insights. He joins host Casey Roussel to share how Maryland has reshaped its approach to data, while leveraging public dashboards to engage communities and inform policy.

"92% of all POCs today in the US are failing because they're trying to use bad data and LLMs that are standardized or generalized."   At Money 2020 I sat down with Deuna (www.deuna.com) co-founder Roberto Kafati (REKS) and their US head of GTM Chase Foster to explore the critical importance of leveraging high-quality, actionable data and intelligent systems to drive business value, especially in complex enterprise environments. The core challenge today is that while most companies possess vast amounts of data, a staggering 92% of AI pilot projects fail because they rely on data that isn't "AI-ready" that is lacking the necessary context, cleanliness, and standardization to be effectively used by large language models (LLMs). The key is transforming raw data, such as the 638 direct and indirect data points per payment transaction, into a strategically usable asset that goes beyond cost-cutting to unlock significant revenue growth across the organization.   The company's platform, Athia, is designed to solve this by acting as an agentic intelligence platform that utilizes merchant-specific data from massive commerce operations (like major airlines, movie chains, and retailers) to provide proactive, highly focused insights. Instead of forcing teams to manually analyze hundreds of performance dashboards, Athia surfaces the most critical information, alerting teams to revenue leakages and recommending direct, real-time actions, such as optimizing payment routing or detecting opportunities in developing economies. This approach allows businesses to embrace the future of "agentic commerce" by maintaining control over the customer experience and ensuring data-driven decision-making is implemented automatically and continuously across all critical functions, fostering a new era of cross-departmental collaboration between areas like payments and marketing.

In dieser Episode spricht Carsten mit Andreas Wiener über sein neues Buch „AI or Die" – sein letztes Buch zusammen mit Kai-Uwe Stahl zum Thema Dashboarding und Visualisierung.

Wie wird ein deutsches Dorf zur Smart City des Jahres – noch vor Hongkong?Wir sprechen mit Ulrich Ahle, Ortsvorsteher von Etteln und einer der Köpfe hinter diesem digitalen Wunder.Live aufgenommen auf twitch.tv/voltdeutschland – folgt uns dort, um jeden Sonntag live mitdiskutieren zu können!ThemenüberblickWie Etteln zur „Smart City des Jahres“ wurdeGlasfaser bis zur letzten Milchkanne – Ehrenamt als ErfolgsfaktorVom Schützenverein zum DigitalprojektDorf-App, digitale Mitfahrbank & Senioren-Computer-ClubDrohnen, Datenräume und das Hochwasser-FrühwarnsystemEnergieautarkie & variable StrompreiseGAIA-X, Datenschutz und souveräne DatenräumeInternationale Vorbilder und Best-Practice-Modelle für DeutschlandWie Digitalisierung Nähe schafft statt sie zu zerstörenThemen im Detail (chronologisch)Begrüßung & Vorstellung von Ulrich Ahle,Etteln gewinnt den Smart-City-Preis 2024,Der Ursprung: Schulschließung und Dorfwerkstätten,Ehrenamt als DNA – Glasfaserprojekt in Eigenregie,Lockdown, Nachbarschaft und die Erdrakete-Anekdote,Vom digitalen Fundament zur Dorf-App,LoRaWAN-Sensoren, digitale Stelen & Dashboards,Hochwasser-Frühwarnsystem „Waterverse“,Digitale Mitfahrbank & E-Dorfauto,Senioren-Computer-Club & Morgenmacher-Campus-Party,Gesundheitsinnovation: Digitale Hausärztliche Versorgungsassistentin,Kommunaler Datenraum & GAIA-X,Energie-Sharing & variable Strompreise,Lerneffekte aus Uruguay, Estland & Spanien,Hürden durch Bürokratie und fehlende Förderlogik,Intelligente Beleuchtung & Nachhaltigkeit,Vision Etteln 2035 – mehr Menschen, weniger Angst vor Digitalisierung,Abschluss: Was andere Kommunen von Etteln lernen können.

Building B2B analytics and AI tools that people will actually pay for and use is hard. The reality is, your product won't deliver ROI if no one's using it. That's why first principles thinking says you have to solve the usage problem first. In this episode, I'll explain why the key to user adoption is designing with the flow of work—building your solution around the natural workflows of your users to minimize the behavior changes you're asking them to make. When users clearly see the value in your product, it becomes easier to sell and removes many product-related blockers along the way. We'll explore how product design impacts sales, the difference between buyers and users in enterprise contexts, and why challenging the “data/AI-first” mindset is essential. I'll also share practical ways to align features with user needs, reduce friction, and drive long-term adoption and impact. If you're ready to move beyond the dashboard and start building products that truly fit the way people work, this episode is for you.   Highlights/Skip to:  The core argument: why solving for user adoption first helps demonstrate ROI and facilitate sales in B2B analytics and AI products  (1:34) How showing the value to actual end users—not just buyers—makes it easier to sell your product (2:33) Why designing for outcomes instead of outputs (dashboards, etc) leads to better adoption and long-term product value (8:16) How to “see” beyond users' surface-level feature requests and solutions so you can solve for the actual, unspoken need—leading to an indispensable product (10:23) Reframing feature requests as design-actionable problems (12:07)  Solving for unspoken needs vs. customer-requested features and functions (15:51) Why “disruption” is the wrong approach for product development (21:19)   Quotes:  “Customers' tolerance for poorly designed B2B software has decreased significantly over the last decade. People now expect enterprise tools to function as smoothly and intuitively as the consumer apps they use every day.  Clunky software that slows down workflows is no longer acceptable, regardless of the data it provides. If your product frustrates users or requires extra effort to achieve results, adoption will suffer. Even the most powerful AI or analytics engine cannot compensate for a confusing or poorly structured interface. Enterprises now demand experiences that are seamless, efficient, and aligned with real workflows.    This shift means that product design is no longer a secondary consideration; it is critical to commercial success.  Founders and product leaders must prioritize usability, clarity, and delight in every interaction. Software that is difficult to use increases the risk of churn, lengthens sales cycles, and diminishes perceived value. Products must anticipate user needs and deliver solutions that integrate naturally into existing workflows.  The companies that succeed are the ones that treat user experience as a strategic differentiator. Ignoring this trend creates friction, frustration, and missed opportunities for adoption and revenue growth. Design quality is now inseparable from product value and market competitiveness.  The message is clear: if you want your product to be adopted, retain customers, and win in the market, UX must be central to your strategy.” —   “No user really wants to ‘check a dashboard' or use a feature for its own sake. Dashboards, charts, and tables are outputs, not solutions. What users care about is completing their tasks, solving their problems, and achieving meaningful results.  Designing around workflows rather than features ensures your product is indispensable. A workflow-first approach maps your solution to the actual tasks users perform in the real world.  When we understand the jobs users need to accomplish, we can build products that deliver real value and remove friction. Focusing solely on features or data can create bloated products that users ignore or struggle to use.  Outputs are meaningless if they do not fit into the context of a user's work. The key is to translate user needs into actionable workflows and design every element to support those flows.  This approach reduces cognitive load, improves adoption, and ensures the product's ROI is realized. It also allows you to anticipate challenges and design solutions that make workflows smoother, faster, and more efficient.  By centering design on actual tasks rather than arbitrary metrics, your product becomes a tool users can't imagine living without. Workflow-focused design directly ties to measurable outcomes for both end users and buyers. It shifts the conversation from features to value, making adoption, satisfaction, and revenue more predictable.” — “Just because a product is built with AI or powerful data capabilities doesn't mean anyone will adopt it. Long-term value comes from designing solutions that users cannot live without. It's about creating experiences that take people from frustration to satisfaction to delight.  Products must fit into users' natural workflows and improve their performance, efficiency, and outcomes. Buyers' perceived ROI is closely tied to meaningful adoption by end users. If users struggle, churn rises, and financial impact is diminished, regardless of technical sophistication.  Designing for delight ensures that the product becomes a positive force in the user's daily work. It strengthens engagement, reduces friction, and builds customer loyalty.  High-quality UX allows the product to demonstrate value automatically, without constant explanations or hand-holding. Delightful experiences encourage advocacy, referrals, and easier future sales.  The real power of design lies in aligning technical capabilities with human behavior and workflow.  When done correctly, this approach transforms a tool into an indispensable part of the user's job and a demonstrable asset for the business.  Focusing on usability, satisfaction, and delight creates long-term adoption and retention, which is the ultimate measure of product success.” — “Your product should enter the user's work stream like a raft on a river, moving in the same direction as their workflow. Users should not have to fight the current or stop their flow to use your tool.  Introducing friction or requiring users to change their behavior increases risk, even if the product delivers ROI. The more naturally your product aligns with existing workflows, the easier it is to adopt and the more likely it is to be retained.  Products that feel intuitive and effortless become indispensable, reducing conversations about usability during demos. By matching the flow of work, your solution improves satisfaction, accelerates adoption, and enhances perceived value.  Disrupting workflows without careful observation can create new problems, frustrate users, and slow down sales. The goal is to move users from frustration to satisfaction to delight, all while achieving the intended outcomes.  Designing with the flow of work ensures that every feature, interface element, and interaction fits seamlessly into the tasks users already perform. It allows users to focus on value instead of figuring out how to use the product.  This alignment is key to unlocking adoption, retaining customers, and building long-term loyalty.  Products that resist the natural workflow may demonstrate ROI on paper but fail in practice due to friction and low engagement.  Success requires designing a product that supports the user's journey downstream without interruption or extra effort.  When you achieve this, adoption becomes easier, sales conversations smoother, and long-term retention higher.” —

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information  Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Podcastfolge zu FIDA Teil 2 mit Awet Yohannes – über Zugriffsrechte, Datenhoheit und Dashboards im Open-Finance-Zeitalter.

Great boards don't just meet—they measure. When boards track their own performance, they shift from opinion-driven debate to data-informed decisions. Transparent metrics build trust, align strategy, and keep every member accountable to the mission. Start small, stay consistent, and let dashboards reveal where progress is thriving—and where course correction is needed. The result? A more engaged, effective board that owns its success.

#320: In this episode, Darin and Viktor are joined by Jim Hirschauer, Head of Product Marketing at Xurrent, for a deep dive into the realities of incident management in today's complex IT environments. While dashboards and monitoring tools have become ubiquitous in operations centers, the panel discusses why these visualizations alone often fall short when it comes to actually resolving incidents. Drawing on decades of experience, they share stories of war rooms, recurring outages, and the persistent challenges that technology alone can't solve. The conversation highlights the critical role of human expertise, communication, and organizational culture in bridging the gap between raw data and effective action. Whether you're an IT leader, SRE, or anyone responsible for uptime, this episode offers practical insights into what it really takes to keep systems running smoothly.   Jim's contact information: LinkedIn: https://www.linkedin.com/in/j-hirsch/   YouTube channel: https://youtube.com/devopsparadox   Review the podcast on Apple Podcasts: https://www.devopsparadox.com/review-podcast/   Slack: https://www.devopsparadox.com/slack/   Connect with us at: https://www.devopsparadox.com/contact/

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

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 Listen to the podcast 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 Download the transcript 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 -

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

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

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.