Podcasts about dashboards

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.

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.

What happens when AI agents become your teammates on the mainframe?I sat down with Anthony DiStauro from BMC on The Ravit Show to explore how agentic AI is moving from hype to real work. We unpacked the building blocks, the use cases, and what this shift means for teams who keep mission-critical systems running.Highlights we covered:- The teammate you didn't hire: where agents plug in first across monitoring, remediation, change checks, and capacity tuning.- The basics in plain English: AI Agents, Agentic Workflows, and MCP Servers, and how they connect to form an execution layer that can act, not just alert.- Why now: falling hype, rising adoption as teams want safer automation with clear guardrails.- From mundane to strategic: operators focusing on performance engineering, cost optimization, and resilience design while agents handle the repetitive loops.- Capturing know-how: using agents to encode runbooks, tacit fixes, and tribal knowledge so it survives turnover.- Five-year picture: proactive, self-healing mainframes where agents predict drift, test changes, and roll back safely.- Humans + agents: trust comes from transparency, audit trails, and clear handoffs.- Invisible infrastructure: agentic workflows that hum in the background and surface only when needed.- From dashboards to decisions: moving beyond graphs to actions with approval gates for high-risk steps.- Future talent: a shorter learning curve for newcomers, making mainframe roles more attractive.If you care about reliability, cost, and speed on the mainframe, this is the next chapter.#data #ai #mainframe #bmc #theravitshow

In this episode of the Computomics podcast, bioinformatics analyst Michelle Hagen describes how her work bridges biology and data science. As a data analyst in bioinformatics and plant breeding, Michelle transforms raw genetic and environmental data into insights that guide breeding decisions. She particularly enjoys the teamwork, problem-solving, and creativity involved in her job.Michelle works on Computomics' Climate-Smart Breeding technology xSeedScore and the Metagenomics Analysis Platform MORPHEUS. Her main tasks involve performing data quality control, running bioinformatics pipelines, and creating interactive dashboards for customers. Her work supports the development of climate-resilient, high-yield crops, and it helps breeders make data-driven breeding faster and more precise.

We houden van meten. Dashboards, KPI's, benchmarks, SMART-doelen; de hele infrastructuur van moderne organisaties lijkt te draaien op op aantoonbaarheid.Maar in complexe systemen - en elke organisatie ís een complex systeem - is impact niet te meten. En al helemaal niet in cijfers te vangen. Daarmee mis je een belangrijke dimensie die, als het er op aan komt, veel belangrijker is voor een duurzaam gezonde organisatie.In deze aflevering neem ik je graag mee voorbij de meten-is-weten doctrine.GRATIS E-BOOK Organisatie verandering zonder gedoe. Je kunt hem aanvragen via deze link: tinyurl.com/zondergedoe

www.iotusecase.com#Energiemonitoring #Druckluftüberwachung #EnergieeffizienzIn Episode 193 des IoT Use Case Podcasts spricht Gastgeberin Ing. Madeleine Mickeleit mit Alwin Jung, IoT Consultant bei achtBytes, dem Corporate Start-up der STEGO-Gruppe. Im Mittelpunkt steht die Frage, wie produzierende Unternehmen ihre Energie- und Druckluftverbräuche transparent machen können – von der Datenerfassung über IO-Link-Sensorik bis hin zur KI-gestützten Visualisierung. Gemeinsam beleuchten sie praxisnah, wie Energieflüsse gemessen, Kosten auftragsbezogen analysiert und Retrofit-Konzepte in bestehenden Anlagen umgesetzt werden können.Folge 193 auf einen Blick (und Klick):(11:22) Herausforderungen, Potenziale und Status quo – So sieht der Use Case in der Praxis aus(14:38) Lösungen, Angebote und Services – Ein Blick auf die eingesetzten Technologien(23:59) Übertragbarkeit, Skalierung und nächste Schritte – So könnt ihr diesen Use Case nutzenPodcast ZusammenfassungEnergie- und Druckluftmonitoring in der Praxis: Wie achtBytes IoT, KI und IO-Link verbindetIn dieser Folge zeigt achtBytes, wie sich Energieeffizienz in der Produktion konkret umsetzen lässt – mit IoT-Sensorik, intelligenter Datenverarbeitung und einer KI-Assistenz namens MIA. Der Ausgangspunkt vieler Kunden: fehlende Transparenz über den tatsächlichen Energieverbrauch einzelner Maschinen und Produktionsabschnitte. Häufig liegt nur ein Hauptzähler vor, während detaillierte Messwerte fehlen.Die Lösung: ein modulares System auf Basis von IO-Link-Sensorik, das Strom-, Druckluft- und CO₂-Daten erfasst, analysiert und über die Cloud visualisiert. Bestehende Anlagen können schrittweise nachgerüstet werden, wodurch Unternehmen ohne große Eingriffe datengetriebene Entscheidungen treffen können – etwa bei Investitionen in neue Maschinen oder beim Vergleich von Produktionslinien.Ein besonderes Highlight ist die KI-Assistenz MIA, die Dashboards automatisiert erstellt und Energiekennzahlen auf Anfrage visualisiert. So wird Datenanalyse zum intuitiven Werkzeug – ohne komplexe Konfiguration.Diese Episode liefert praxisnahe Einblicke für Produktionsleiter, Energiemanager und Digitalisierungsverantwortliche, die Energieverbrauch senken, Retrofit-Projekte umsetzen oder KI-gestützte Transparenz in ihre Produktionsumgebungen bringen möchten.-----Relevant links from this episode:Madeleine (https://www.linkedin.com/in/madeleine-mickeleit/)Alwin (https://www.linkedin.com/in/alwin-jung-a043a8153/)achtBytes Homepage (https://achtbytes.com/) achtBytes E-Mail (info@achtbytes.com)Jetzt IoT Use Case auf LinkedIn folgen1x monatlich IoT Use Case Update erhalten

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.

www.iotusecase.com#Qualitätssicherung #Spritzguss #SmartFactoryIn Episode 192 des IoT Use Case Podcasts spricht Gastgeberin Ing. Madeleine Mickeleit mit Guido Zoll, Entwicklung und Konstruktion bei der RAFI GmbH & Co. KG, und Christoph Schneider, Vice President Produktmanagement Applikation bei der ifm solutions GmbH. Im Fokus steht die Qualitätssicherung in der Spritzgießerei. RAFI nutzt gemeinsam mit ifm und der IIoT-Plattform moneo Prozessdaten aus Sensorik und Maschinen, um Fertigungsprozesse stabiler, energieeffizienter und transparenter zu gestalten. Die Folge zeigt, wie aus Temperatur, Druck und Durchfluss belastbare Qualitätskennzahlen werden und welche Rolle Datenintegration, Visualisierung und Anomalieerkennung dabei spielen.Folge 192 auf einen Blick (und Klick):(15:59) Herausforderungen, Potenziale und Status quo – So sieht der Use Case in der Praxis aus(21:03) Lösungen, Angebote und Services – Ein Blick auf die eingesetzten Technologien(25:59) Übertragbarkeit, Skalierung und nächste Schritte – So könnt ihr diesen Use Case nutzenPodcast ZusammenfassungWie lassen sich Qualität, Energieeffizienz und Prozessstabilität in der Spritzgießerei messbar verbessern, ohne die Produktion zu stören. RAFI und ifm geben einen praxisnahen Einblick. Ausgangspunkt sind typische Herausforderungen wie schwankende Werkzeugtemperaturen, unklare Kühlwassermengen und steigender Druckluftverbrauch. Ziel ist ein stabiler Prozess mit klaren Qualitätskennwerten, kürzeren Zyklen und geringerem Energiebedarf.Die Lösung setzt auf Sensorik von ifm und die Plattform moneo. Daten aus Druck, Temperatur und Durchfluss werden über IO Link erfasst, in moneo gebündelt, visualisiert und ausgewertet. Dashboards und Alarme machen Abweichungen sichtbar, erste Insights zeigen konkrete Stellschrauben. Perspektivisch kommen Asset Health für Handlungsempfehlungen und Remote Connect hinzu.Spannend für Produktionsleiter, Prozessingenieure und Qualitätsverantwortliche, die Qualitätssicherung und Energiemonitoring im Kunststoffbereich datenbasiert voranbringen wollen. Wer wissen möchte, welche Messgrößen in der Praxis den Unterschied machen und wie man von Signalen zu Entscheidungen kommt, ist hier genau richtig.-----Relevant links from this episode:Madeleine (https://www.linkedin.com/in/madeleine-mickeleit/)Christoph (https://www.linkedin.com/in/christoph-schneider-18872627/)Guido (https://www.linkedin.com/in/guido-zoll-25a5a512b/)moneo IIoT devices (https://www.ifm.com/de/en/shared/industry-4-0-moneo/products/moneo-iiot-devices)moneo IIoT Insights (https://www.ifm.com/de/en/shared/industry-4-0-moneo/products/moneo-iiot-insights)Jetzt IoT Use Case auf LinkedIn folgen1x monatlich IoT Use Case Update erhalten

Until meeting Mark at the Acumatica User Group in New Jersey on September 10, I always thought of Smartsheet as a data capture tool, not a reporting tool. But Mark told me how he uses Smartsheet as a reporting tool, feeding it with Acumatica data. That sounded interesting so let's take a look at what Mark is up to. #Acumatica #ERP #CloudERP

Randal biecht op hoe zijn zoekgedrag kantelt door Google’s AI-modus, Jurian vertelt hoe hij door rare steekproeven ‘gevangen’ stond bij IKEA en Rianne van der Stelt neemt ons mee in haar wereld als trotse cijferdetective. Van wiskundeliefde en tijdreeksen tot wachtrijsimulaties en de vraag hoe je dashboards écht gebruikt: het gesprek knalt van praktijk naar strategie, met Power BI als favoriete gereedschapskist. Rianne laat zien hoe datagedreven werken begint bij mensen en processen: implementeren, verandermanagement, toegankelijkheid en het borgen van kwaliteit — óók wanneer AI meedraait. Ondertussen botsen onderbuik en data op de redactie van Jurian, reflecteert Randal op AI-summaries en uitgevers, en bespreken we hoe dashboards pas landen als ze een echt probleem oplossen. Shownotes Coney Minds Podcast Groundhog Day Microsoft Power BI Excel-draaitybel (PivotTable) Tijdschema 0:00:04 Introductie van Data-analyse en Power BI0:01:26 De rol van fouten in data0:04:21 Rianne’s passie voor data en onderwijs0:07:43 De uitdagingen van data-analyse0:12:16 Aha-momenten in de carrière0:16:29 Het belang van tijdreeksen0:19:33 Power BI en visualisatie0:24:33 Dashboards en hun effectiviteit0:26:50 De impact van AI op data-analyse0:30:53 Toekomst van AI in BI0:35:08 AI als collega0:37:05 Impact van AI op journalistiek0:39:37 De rol van Google in media0:41:08 Zoekgedrag en AI0:42:57 De toekomst van contentcreatie0:45:39 De rol van podcasts0:46:54 Data-analyse en AI0:49:41 De waarde van data in ziekenhuizen0:52:20 Simulaties en wachtrijen0:56:40 Rolmodellen in tech0:59:40 Vrouwen in het vakgebied1:06:01 Toegankelijkheid van datavisualisatiesSee omnystudio.com/listener for privacy information.

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

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

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

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

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.