Podcasts about modernize

Explanation for the process of modernization within societies

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Best podcasts about modernize

Latest podcast episodes about modernize

Owned and Operated
#230 Is Buying Businesses Overhyped? Why You Should Build Instead

Owned and Operated

Play Episode Listen Later Aug 5, 2025 48:08 Transcription Available


Boomers aren't your best bet anymore. While everyone's still chasing the so-called Silver Tsunami, the truth is most aging-out home service businesses won't sell — and the ones that do often aren't worth buying. In this episode of Owned and Operated, John and Jack explain why smart operators are ditching the outdated playbook and going all-in on modern growth strategies.They unpack why 2026 is their multi-market year and how they're expanding beyond Ohio through greenfield launches, tuck-in acquisitions, and strategic partnerships. From leadership infrastructure to population-driven market selection, they share what it actually takes to scale a home service company past a single location. You'll hear hard-earned lessons from failed multi-location attempts, the red flags of unscalable markets, and why buying a business isn't always the best move — especially if the fundamentals aren't there.If you're a plumbing, HVAC, or electrical operator looking to grow into new markets, this is your real-time roadmap — not the recycled Silver Tsunami narrative. John even teases behind-the-scenes strategies they're using for greenfielding (the stuff he's not ready to fully reveal… yet).This is the episode that separates yesterday's growth myths from today's $100M playbook.

Jamf After Dark
Modernize Your VPN without Replacing it: Understanding The Newest Feature Addition, Network Relay

Jamf After Dark

Play Episode Listen Later Aug 4, 2025 41:01


Join co-hosts Kat Garbis & Josh Thornton with Jamf guests, Iulia Arghir (Senior Product Manager) and Alexander Dove (Senior Sales Engineer) as they introduce and unpack the exciting details of a new feature, Network Relay.    Network Relay provides a modern VPN framework, built into the OS and deployable via MDM. Rather than replacing an existing VPN all together, Network Relay can work alongside it, securing admin specified destinations, helping modernize and better secure an existing infrastructure. Network Relay preserves the native Apple device experience that users expect. Some benefits are the support for app-specific, policy-driven tunneling, authenticated based on the hardware-attested device identity, ideal for Zero Trust as well as secure remote connectivity available out of the box.   Listen to the full episode to learn more!   Looking to sign up and be an early Network Relay adopter? Sign up here: https://forms.office.com/r/wfWk5RmMGc   Network Relay blog: https://www.jamf.com/blog/jamf-network-relay-service-mobile-secure-connectivity/

Oracle University Podcast
Modernize Your Business with Oracle Cloud Apps – Part 2

Oracle University Podcast

Play Episode Listen Later Jul 29, 2025 15:30


In this episode, hosts Lois Houston and Nikita Abraham welcome back Cloud Delivery Lead Sarah Mahalik for a detailed tour of the four pillars of Oracle Fusion Cloud Applications: ERP, HCM, SCM, and CX.   Discover how Oracle weaves AI, analytics, and automation into every layer of enterprise operations. Plus, learn how Oracle Modern Best Practice is redefining digital workflows.   Oracle Fusion Cloud Applications: Process Essentials https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-hcm/146870 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundations-enterprise-resource-planning-erp/146928/241047 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-scm/146938 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-cx/146972   Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ X: https://x.com/Oracle_Edu   Special thanks to Arijit Ghosh, David Wright, Kris-Ann Nansen, Radhika Banka, and the OU Studio Team for helping us create this episode. ------------------------------------------------------------- Episode Transcript:   00:00   Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started!   00:25   Lois: Hello and welcome to the Oracle University Podcast! I'm Lois Houston, Director of Innovation Programs with Oracle University, and joining me is Nikita Abraham, Team Lead: Editorial Services.     Nikita: Hi everyone! Last week, we spoke about Oracle Cloud Apps and the Redwood design system. Today, we'll take a closer look at the four key pillars of Oracle Cloud Apps.    Lois: And we're so excited to have Sarah Mahalik back with us. Sarah is a Cloud Delivery Lead here at Oracle. Hi Sarah! In the last episode, we briefly spoke about the various Oracle Cloud Apps offerings and their capabilities. For anyone who missed that episode, can you give us a quick introduction?   01:06   Sarah: Oracle Cloud Applications is an incredibly broad suite that covers many of the most important business functions, from Human Capital Management, Supply Chain Management, to Enterprise Resource Planning and Customer Experience. The products in the Oracle Fusion Cloud Applications suite are organized by functional groups or pillars. All of these applications sit on Oracle Cloud Infrastructure, a foundation built from scratch to support mission-critical applications.    Oracle Fusion Applications deliver a single source of truth, enabling quick responses to disruptions and market opportunities. With unified data and consistent business rules, teams can build streamlined end-to-end processes, access real time analytics, and make faster data-driven decisions for improved outcomes.   01:52   Nikita: Ok, let's actually get into each of these areas. I think we can start with Human Capital Management.   Sarah: Oracle Human Capital Management is an end-to-end solution that allows you to manage all aspects of people data from hire to retire. It all starts with recruiting, or requisitions are used to advertise vacant positions, and candidates are managed through the hiring process. After recruitment, successful candidates are transferred to the human resources module.   You can configure the organization structure to mirror that of your business. And this allows for easy reorganization whenever the structure changes. People data is a staple element of HCM. Therefore, as part of this product, an HR specialist can manage everything about the employee life cycle, including promotions, transfers, general assignment changes, and terminations.   A robust self-service offering allows employees and managers to take ownership and responsibility for the data pertaining to themselves and their teams. By removing the burden of simple data processing from the HR specialists, it not only eases the pressure on the HR department but allows them to concentrate on more specialized tasks.   03:00   Lois: And how are the core products of HCM categorized?   Sarah: The core products of Human Capital Management are categorized into four main groupings according to their logical purpose. First up, we have our human resources. This grouping includes the elements for implementing and maintaining the enterprise and workforce structure and employee life cycle data. This is where you would configure the organization structure as well as manage an employee's data from the HR specialist point of view. In addition, modules such as benefits, work life, workforce modeling and planning, and advanced HCM controls also sit within this category.   This brings us to talent management. This category is one of the largest because it includes recruiting, learning, goals and performance management, career development, succession planning, talent reviews, and compensation. In addition to that, dynamic skills and opportunity marketplace are also included in this grouping. Within workforce management, you'll find absence management and time and labor.   These naturally sit together because most organizations that implement both configure it so that an employee can enter both work time and absences on a time card, instead of having to visit two different entry points. You'll also find workforce health and safety here. And finally, payroll. All aspects of payroll are included here, whether you're simply using global payroll or localizations, such as UK, Canada, and Mexico.   It also encompasses payroll interface for those organizations that run their payroll from another system, and just need to extract and migrate the relevant data from Fusion HCM Cloud. When talking about HCM systems, we cannot forget the employee self-service aspect of the product. For this, there's an employee experience module called Oracle Me. Here you'll find options, such as HCM communicate, touchpoints, journeys, HR help desk, and Oracle digital assistant.   All of these combined enable an employee to take control and ownership of their own data, and use the many self-help options to get the information they need quickly and efficiently. In order to control how the system behaves and how users interact with it and perform the various processes, there are configuration options. These options allow organizations to define such things as the user experience, workflows, and approval policies based on their business requirements. And to meet the constant need for reporting, there's analytics, planning, and data modeling.   And in addition to all of that, you can use configuration options, such as extensibility, integration, or import and extracts, security, and adaptive intelligence to help enhance the system and have it working and looking the way you need. Of course, much of these latter configuration items are not exclusive to HCM but are available for the Oracle Fusion Cloud as a whole.   05:47   Lois: That's great. Ok, let's move on to Oracle Enterprise Resource Planning, or ERP.   Sarah: This is a complete modern Cloud ERP suite that provides your teams with advanced capabilities, such as AI, to automate the manual processes that slow them down, analytics to react to market shifts in real time, and automatic updates to stay current and gain a competitive advantage.   Oracle Cloud ERP automates the entire Record to Report process and provides a common repository of information for global financial reporting and compliance. Within ERP, we have the broadest and deepest suite offering everything you need, from financials, project management, enterprise performance management, risk management and compliance, and analytics.    06:34   Nikita: Sarah, could you break down the different modules within ERP?   Sarah: First, we have Financials, which is a global financial platform that connects and automates your financial management processes, including payables, receivables, fixed assets, expenses, and reporting for a clear view into your total financial health. Oracle Project Management offers a single project cloud solution designed to help you gain a complete picture of your organization's project finances and operations. It's seamlessly integrated across the enterprise with the Oracle Fusion Cloud ERP, HCM, and SCM applications.   Oracle Fusion Cloud Enterprise Performance Management, or EPM, helps you model and plan across finance, HR, supply chain and sales, streamline the financial close process, and drive better decisions. Oracle Fusion Cloud Risk Management and Compliance is a security and audit solution that controls user access to your Oracle Cloud ERP financial data, monitors user activity, and makes it easier to meet compliance regulations through automation.   Oracle Risk Management Compliance uses AI and ML to strengthen financial controls to help prevent cash leaks, enforce audit, and protect against emerging risks, saving you hours of manual work. Oracle Analytics for Cloud ERP complements the embedded analytics in Cloud ERP to provide pre-packaged use cases, predictive analysis, and KPIs based on variance analysis and historical trends.    08:06   Lois: And what about Supply Chain Management?   Sarah: Oracle Supply Chain Management empowers organizations to plan, source, make, deliver, and service goods with agility and resilience. It offers a solution that integrates advanced capabilities, such as AI/ML and blockchain, to optimize the supply chain life cycle from start to finish.   08:31   Adopting a multicloud strategy is a big step towards future-proofing your business and we're here to help you navigate this complex landscape. With our suite of courses, you'll gain insights into network connectivity, security protocols, and the considerations of working across different cloud platforms. Start your journey today to multicloud today by visiting mylearn.oracle.com.    08:58   Nikita: Welcome back! Sarah, what makes Oracle Fusion SCM so powerful?   Sarah: When it comes to planning, you can leverage strategic, tactical, and operational processes for accurate forecasting and resource alignment. Sourcing and manufacturing help you streamline procurement and production to meet supply and demand efficiently. Inventory and warehousing processes ensure the right goods are available, stored, and managed effectively.   Fulfillment is also known as the pick, pack, and ship part of the supply chain and delivery entails order tracking and receipt. Having connected processes in place ensures that billing and revenue recognition are applied correctly on the goods and services. Great customer service models provide accurate tracking of customer orders and deliveries. And this can provide insight for an accurate picture of future planning, manufacturing, and inventory forecasts. This is a constant cycle because information and analytics feed into the planning process.   Oracle Supply Chain Management is designed to seamlessly integrate and optimize every step of the supply chain process, ensuring businesses can adapt to dynamic market conditions and customer expectations. The solution supports end-to-end supply chain processes and leverages cutting-edge technologies to transform how organizations manage their operations.   In planning, Oracle SCM empowers businesses with advanced planning tools to align supply and demand effectively. Sourcing and manufacturing assists in streamlining procurement and manufacturing workflows to drive efficiency. Inventory and warehousing optimizes inventory and warehouse management processes with intelligent capabilities.   Fulfillment delivery helps to accelerate order fulfillment and delivery operations to meet customer needs. And servicing allows you to maintain strong customer relationships through seamless post-sale servicing. Oracle SCM ensures an agile and resilient supply chain with the help of technologies like AI, ML, and blockchain. These tools empower organizations to stay competitive in a fast-paced environment while exceeding customer expectations.   11:03   Lois: To round out our discussion, let's talk about Oracle Customer Experience.   Sarah: Customer Experience, or CX, provides the platform and products necessary to capture all customer touch points and interactions. This platform also automates the business process from interest and lead generation to the sale and provision of products and services. The major product areas are marketing, sales, service, and CX platform.    11:32   Nikita: Could you dive a bit deeper into its key areas?   Sarah: Oracle Marketing solutions allow you to create targeted cross-channel marketing campaigns, optimize lead generation activities, personalize customer and prospect communication, and automate marketing activities. Use real-time data-driven insights to engage, convert, and nurture buyer relationships to increase sales. Featured products include Eloqua Marketing Automation, Responsys Campaign Management, CrowdTwist Loyalty and Engagement, Infinity Behavioral Intelligence, Unity Customer Data Platform, and more.   With Oracle Sales, you can deliver responsive selling across all touchpoints. Oracle Sales guides sellers with intelligent recommendations and gives them a faster path to critical records to help them focus on the right prospects at the right time. The modern, unified selling and buying approach of Oracle CX connects sales and commerce to service, marketing, and the entire customer experience. Featured products include Salesforce Automation, Sales Planning, Sales Performance Management, Configure, Price, and Quote, Subscription Management, Partner Relationship Management, and Customer Data Management.   Oracle Service enables you to help customers when and where they need you with automated workflows for customer self-service, agent-assisted service, and Field Service engagements. You can accelerate the resolution of service issues with AI-driven recommendations, unified data visibility, and cross-organization and cross-channel collaboration tools.   At Oracle, we make every customer interaction matter by using a suite of CX Cloud applications that connect marketing, sales, customer service, Field Service, and e-commerce. Oracle connects our customer experience systems with finance, supply chain, and HR on a unified cloud platform for a single, dynamic 360-degree view of the customer.   13:31   Lois: Before we wrap up, how does Oracle Modern Best Practice, or OMBP, fit into Oracle Cloud Apps?   Sarah: OMBP illustrates common business processes optimized to leverage the latest applications and technologies in Oracle Fusion Applications.   Oracle Modern Best Practice comprises reimagined industry standard business processes powered by Oracle technology. Engineered into Fusion Applications, OMBP simplifies and streamlines workflows, enabling organizations to leverage modern, efficient, and scalable practices. As we align more assets with OMBP, there will be a stronger connection between global process owners and business process innovation within a customer's organization.   OMBP was derived from over 10,000 successful delivery projects. To publish an OMBP, past Oracle projects were analyzed for successful and unsuccessful processes. Successful processes were reviewed and optimized by product experts, engineers, customers, and key users. Optimized processes were published to OMBP to make them available to other customers.   14:40   Lois: Well, that's it for this episode. Thank you, Sarah, for all of your incredible insights.    Nikita: If you want to learn more about what we discussed today, head over to mylearn.oracle.com and take a look at the Oracle Fusion Cloud Applications Process Essentials courses. Until next time, this is Nikita Abraham…   Lois: And Lois Houston, signing off!   15:01   That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.  

The Mark Cuban Podcast
LegalOn Gets $50M to Modernize Law with AI Insights

The Mark Cuban Podcast

Play Episode Listen Later Jul 29, 2025 9:13


LegalOn just secured $50 million to expand its AI-powered legal solutions. In this episode, we explore how the company plans to simplify legal work through automation. Learn what this means for law firms, in-house counsel, and the legal industry at large. Its technology emphasizes streamlined client onboarding. This discussion also considers how this funding affects the broader legal tech ecosystem.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

AI Breakdown
LegalOn Gets $50M to Modernize Law with AI Overview

AI Breakdown

Play Episode Listen Later Jul 29, 2025 9:13


With fresh funding of $50 million, LegalOn is setting out to streamline complex legal workflows. We look into how artificial intelligence might reduce bottlenecks and increase efficiency. Join us as we analyze the implications for both legal professionals and clients. Its technology emphasizes compliance tracking. Insights are shared on LegalOn's positioning in both global and regional markets.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Richmond's Morning News
How Can Virginia Modernize Her Energy Grids? (Hour 2)

Richmond's Morning News

Play Episode Listen Later Jul 28, 2025 22:53


In our second hour, we air our weekly conversation with Fox News' Brian Kilmeade and, in the wake of yesterday's storms (and subsequent power outages), ask: How can -- and will -- Virginia improve Her energy grids?

Oracle University Podcast
Modernize Your Business with Oracle Cloud Apps – Part 1

Oracle University Podcast

Play Episode Listen Later Jul 22, 2025 13:56


Join hosts Lois Houston and Nikita Abraham, along with Cloud Delivery Lead Sarah Mahalik, as they unpack the core pillars of Oracle Fusion Cloud Applications—ERP, HCM, SCM, and CX.   Learn how Oracle's SaaS model, Redwood UX, and built-in AI are reshaping business productivity, adaptability, and user experience. From quarterly updates to advanced AI agents, discover how Oracle delivers agility, lower costs, and smarter decision-making across departments.   Oracle Fusion Cloud Applications: Process Essentials https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-hcm/146870 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundations-enterprise-resource-planning-erp/146928/241047 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-scm/146938 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-cx/146972   Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ X: https://x.com/Oracle_Edu   Special thanks to Arijit Ghosh, David Wright, Kris-Ann Nansen, Radhika Banka, and the OU Studio Team for helping us create this episode. -------------------------------------------------------------- Episode Transcript: 00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started! 00:25 Nikita: Welcome to the Oracle University Podcast! I'm Nikita Abraham, Team Lead: Editorial Services with Oracle University, and with me is Lois Houston, Director of Innovation Programs.  Lois: Hi everyone! In our last two episodes, we explored the Oracle Cloud Success Navigator platform. This week and next, we're diving into Oracle Fusion Cloud Applications with Sarah Mahalik, a Cloud Delivery Lead here at Oracle. We'll ask Sarah about Oracle's cloud apps suite, the Redwood design system, and also look at some of Oracle's AI capabilities.  01:02 Nikita: Yeah, let's jump right in. Hi Sarah! How does Oracle approach the SaaS model? Sarah: Oracle's Cloud Applications suite is a complete enterprise cloud designed to modernize your business. Our cloud suite of SaaS applications, which includes Enterprise Resource Planning, or ERP, Supply Chain Management, or SCM, Human Capital Management, or HCM, and Customer Experience, or CX, brings consistent processes and a single source of truth across the most important business functions.  At Oracle, we own all of the technology stacks that power our suite of cloud applications. Oracle Cloud Applications are built on Oracle Cloud Infrastructure and ensure the performance, resiliency, and security that enterprises need. Your business no longer needs to worry about maintaining a data center, hardware, operating systems, database, network, or all of the security. With deep integrations, a common data model, and a unified user interface, these applications help improve customer engagement, increase agility, and accelerate response to change. Oracle's Cloud Applications are updated quarterly with new features and improvements. These updates are based on our deep understanding of customer's functional needs, as well as modern technologies such as artificial intelligence, machine learning, blockchain, and digital assistants. Expectations for user experience only go up. Oracle's Redwood User Experience methodology ensures those expectations are matched and exceeded by including powerful and predictive search, a look and feel that actually helps users see what they need to in the order they need to see it, and by providing conversational and micro-interactions. Oracle, as a SaaS provider, puts the customer first by having enough dedicated resources to ensure zero downtime and increasing the speed of implementation by eliminating much of the hardware and software setup activity. 02:59 Nikita: What are the advantages of adopting Oracle Cloud Apps? Sarah: First off, Oracle provides automatic quarterly updates, and they're usable immediately. Customers can focus on leveraging the new functionality instead of spending cycles on installing it. There's much more accessibility because Oracle hosts the heavy part of the applications and customers access it via thin clients. The applications can be used from nearly anywhere and on a wide range of devices, including smartphones and tablets. Another great advantage is speed and agility. A lot of the benefits you see here result from Oracle's provider model. That means customers aren't spending time on customization, application testing, and report development. Instead, they work on the much lighter and faster tasks of configuration, validation, and leveraging embedded analytics. And finally, it's just better economics. Because of the pricing model, it is easy to compare an on-premises implementation cost. While upfront costs are almost always lower, overall operational costs and risk are usually lower as well. This translates to better total cost of ownership and improved overall economics and agility for your business. 04:10 Lois: Sarah, in your experience, why do customers love Oracle Cloud Apps? Sarah: At Oracle, we empower you with embedded AI that drives real breakthroughs in productivity and efficiency, helping you stay ahead of the curve. With the power of Oracle Cloud Infrastructure, you get the best of performance, security, and scalability, making it the perfect foundation for your business. Our modern user experience is intuitive and designed with your needs in mind, while our relentless innovation is focused on what truly matters to you. Above all, our commitment to your success is unwavering. We're here to support you every step of the way, ensuring you thrive and grow with Oracle. 04:49 Lois: Let's talk about Oracle's Redwood design system. What is it? And how does it enhance the user experience?  Sarah: Redwood is the name of Oracle's next-generation user experience. Redwood design system is a collection of prefabricated components, templates, and patterns to enable developers to quickly create very sophisticated and polished interactions that are upgrade safe. It provides a consumer grade-plus experience, where you have high-quality functionality that can be used across multiple devices. You have access to insightful data readily at your fingertips for quick access and decision making, with the option to personalize your application to create your own state of the art experience. Processes and entry time will now be more efficient and streamlined by having fewer clicks and faster downloads, which will lead to high productivity in areas that matter the most. The Redwood design is intelligent, meaning you have access to AI, where you will receive recommendations and guidance based on your preferences and business processes. It's also adaptable, allowing you to use the same tools to create new experiences by using the Business Rule Framework with modern UX components. Oracle's Redwood user experience will help you to be more productive, efficient, and engaged with a highly personalized experience. 06:11 Are you keen to stay ahead in today's fast-paced world? We've got your back! Each quarter, Oracle rolls out game-changing updates to its Fusion Cloud Applications. And to make sure you're always in the know, we offer New Features courses that give you an insider's look at all of the latest advancements. Don't miss out! Head over to mylearn.oracle.com to get started.  06:37 Nikita: Welcome back! Sarah, you said the Redwood design system is adaptable. Can you elaborate on what you mean by that?  Sarah: In a nutshell, this means that developers can extend their applications using the same development platform that Oracle Cloud Applications are built on. Oracle Visual Builder Studio is a robust application development platform that enables users to rapidly create and extend web, mobile, and progressive web interfaces using a visual development environment. It streamlines application development and reduces coding, while also providing flexibility and support for popular build and testing frameworks. With Oracle Visual Builder Studio, users can build apps for the web, create progressive web apps, and develop on-device mobile apps. The tool also offers access to REST services and allows for planning and managing development processes, as well as managing the code lifecycle. Additionally, Oracle Visual Builder Studio provides hosting for apps along with easy publishing and version management. Changes made using Visual Builder Studio are called Application Extensions.  Visual Builder Studio Express Mode has two key components: Business Rules and Constants. Use Business Rules, which is the Redwood equivalent to Transaction Design Studio for responsive pages, to leverage delivered best practices or create your own rules based on various criteria, such as country and business unit. Make fields and regions required or optional, read-only or editable, and show or hide fields in regions, depending on specific criteria. Use the various delivered Constants to customize your Redwood pages to best fit your specific business needs, such as hide the evaluation panel and connections or reorder the columns in the person search result table. 08:23 Lois: Sarah, here's a question that's probably on everyone's mind—what about AI for Fusion Applications? Sarah: Oracle integrates AI into Fusion Applications, enabling faster, better decision making and empowering your workforce. With both classic and generative AI embedded, customers can access AI-driven insights seamlessly within their everyday software environment. In HCM, AI helps to automate routine tasks. It's also used to attract and manage talent more efficiently by doing things like reducing the time to hire and performing automatic skill matching for job vacancies. It also uses some of that skill matching for existing employees to optimize their engagement, improve productivity, and maximize career growth. All the while, it provides suggested actions so that those tasks are quick, accurate, and easy. In SCM, AI helps predict order cycle times by analyzing historical data and trends, allowing for more accurate planning. It also generates item descriptions automatically and uncovers potential suppliers by analyzing market data, thereby improving efficiency and sourcing decisions. With ERP, it's all about delivering efficiencies and improving strategic contributions. You can use AI to automate some of the core processes and provide guided actions for users in the rest of the processes. This is our recipe for improved efficiency and reduced human error. For example, in Payables, you can use AI features to accelerate and simplify invoice processing and identify duplicate transactions. And in CX, AI helps you to identify which sales leads offer the greatest potential, provides real-time news alerts, and then recommends actions to ensure that reps are working on the right opportunity at the right time and improving conversion to sale. 10:11 Lois: Everyone's heard about AI agents, but I've always wondered how they work.  Sarah: AI agents are a combination of large language models and other advanced technologies that interact with their environments, automate complex tasks, and collaborate with employees in real time. Reasoning capabilities in these LLMs differentiate AI agents from the brittle rules-based automation of the past. Since they can make judgment calls, AI agents can create action plans and manage workflows, either independently or with human supervision. At the core of their functionality is the capability to learn from previous interactions, use data from internal systems, and collaborate with both people and other agents. This ability to continuously adapt makes AI agents particularly valuable for complex business environments, where flexibility and scalability are key. 11:01 Nikita: And how do they work specifically in Fusion Apps? Sarah: Oracle Fusion AI agents are autonomous assistants designed to help organizations streamline operations, improve decision making, and reduce manual workloads. They can assist with simple or complex tasks and work across departments. 11:19 Lois: Sarah, what are the different types of AI agents? Sarah: Functional agents act as digital assistants for different personas within the enterprise and perform domain-specific tasks. Supervisory agents manage other agents, overseeing complex workflows and making decisions on whether human intervention is needed. Utility agents perform routine low-risk tasks such as retrieving data, sending notifications, or running reports. They're often optimized to help with specific roles, so an AI agent or collection of agents might act as a finance clerk, hiring manager, or a customer service representative. 11:54 Nikita: Can you give us some real-world use cases? Sarah: In human resources, agents will assist employees with benefit inquiries and policy clarifications. In finance, agents will automate invoice approvals and help optimize financial workflows. In supply chain management, a field service agent can guide technicians through repairs by providing real-time diagnostic data, troubleshooting steps, and automating orders for parts. In customer experience, the contracts researcher agent enables sales teams to automate routine contract workflows and approvals so they can focus on selling rather than administrative tasks. Oracle Fusion AI agents represent a leap beyond traditional AI. They don't just automate, they collaborate with human workers, making AI agents more than just tools. By integrating advanced AI within business systems, Oracle continues to lead the way in improving productivity and operational efficiency. As AI technology evolves, expect to see even more sophisticated AI agents capable of managing entire business processes autonomously, giving your team the freedom to focus on strategic, high-impact activities. 13:04 Nikita: Thank you so much for taking us through all that, Sarah. We're really excited to have you back next week to continue this discussion.  Lois: And if you liked what you heard today, head over to mylearn.oracle.com and take a look at the free Oracle Fusion Cloud Applications Process Essentials courses to learn more. Until next time, this is Lois Houston… Nikita: And Nikita Abraham, signing off! 13:27 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.

The Watson Weekly - Your Essential eCommerce Digest
The CEO Spot: From Silicon Chips to Supply Chains – Dipti Desai's Mission to Modernize EDI

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later Jul 17, 2025 54:49


In this debut episode of The CEO Spot, Rick Watson sits down with Dipti Desai, Founder and CEO of CRSTL, for an unfiltered look into one of the most quietly powerful protocols in commerce—EDI.From her early days as an electrical engineer in Silicon Valley to building mission-critical infrastructure for today's omni-channel brands, Dipti shares the journey that led her to found Crystal—a SaaS network designed to modernize the way suppliers and retailers communicate.We explore:The surprising origin story of Crystal during the PPE crisisWhy EDI is more like the English language than a piece of legacy techThe difference between the application layer and the protocol layer—and why it mattersHow penalties, complexity, and digital transformation are reshaping supplier operationsWhy Crystal doesn't charge by seat and how it's enabling real collaboration at scaleThe future of B2B commerce in an age of AI, API, and protocol convergenceWhether you're a founder, brand operator, or just EDI-curious, this episode unpacks how structured data exchange is fueling the future of retail—and why ignoring the "boring" infrastructure could be your biggest mistake.

Modernize or Die ® Podcast - CFML News Edition
Episode 237 | July 15th, 2025

Modernize or Die ® Podcast - CFML News Edition

Play Episode Listen Later Jul 17, 2025 29:26


2025-07-15 — News — Episode 237Hosts:Daniel Garcia - Senior Developer at Ortus SolutionsJacob Beers - Senior Developer at Ortus SolutionsSummaryIn this episode of the Modernize or Die podcast, hosts Daniel Garcia and Jacob Beers discuss the latest updates from Ortus Solutions, including the launch of the BoxLang VS Code extension and community contributions. They delve into AI integration with BoxLang, provide updates on CFML and security news, and highlight upcoming events such as the Adobe ColdFusion Summit. The episode emphasizes the importance of community engagement and support through Patreon, showcasing the collaborative spirit of the software development community. ★ Support this podcast on Patreon ★

CanadianSME Small Business Podcast
Outdated Systems Killing Your Growth? Time to Modernize Your Business Tools!

CanadianSME Small Business Podcast

Play Episode Listen Later Jul 17, 2025 16:18


Welcome to the CanadianSME Small Business Podcast, hosted by Maheen, where we explore the strategies and technologies driving efficiency and growth in Canadian businesses. Today, we're discussing digital transformation, focusing on modernizing business tools, the importance of cloud solutions, and understanding digital transformation as a strategic shift. Recent trends highlight the need for agile, efficient operations to stay competitive in an evolving environment.Joining us is Andrei Banea, Director of Sales Operations and Customer Success at Big Bang, an international consulting firm specializing in digital transformation. Big Bang helps organizations at all stages of growth by maximizing the value of their technologies. Today, we'll dive into why modernizing business tools and embracing cloud solutions are crucial for sustainable growth. Let's begin!Key Highlights:1. The Importance of Modernizing Business Tools: Andrei will explain why relying on outdated systems is a significant hindrance to business growth today, and how modern tools empower organizations to become more agile, efficient, and competitive in today's fast-paced market.2. Why Cloud Solutions? Andrei will discuss the key benefits of cloud-based systems in terms of scalability, accessibility, and cost-efficiency, and how they support sustainable growth in a rapidly evolving business environment.3. Digital Transformation: More Than Just Technology: Andrei will elaborate on why digital transformation should be understood as a broader strategic shift, enabling better decision-making, streamlined operations, and enhanced customer experiences, rather than just an IT initiative.4. Big Bang's Approach to Solving SMB Challenges: Andrei will discuss some of the common challenges Big Bang helps small and medium-sized businesses solve during their digital transformation journey, especially regarding integrating powerful and well-integrated cloud solutions.5. Enhancing Business Operations with Process Automation: Andrei will explain how process automation tools are helping small businesses achieve greater efficiency, reduce manual work, and ultimately make their operations smoother and more productive.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

The Jim Rutt Show
EP 310 Samo Burja on Anduril’s Plan to Modernize the US Military

The Jim Rutt Show

Play Episode Listen Later Jul 10, 2025 78:01


Jim talks with Samo Burja about his report on the defense startup Anduril's plan to modernize the U.S. military. They discuss "live players vs. dead players," AI adoption & cognitive tools, Anduril's background & naming origin, military technology modernization, software-defined conflicts, autonomous & software-enabled weapons, sensor deployment & data collection, the Lattice software platform, hardware offerings including drone & underwater vehicle acquisitions, surface naval warfare obsolescence, military industrial capacity, US vs. China manufacturing capabilities, personnel-to-weapon system ratios, drone production scale, cost considerations, defense industry ecosystem, traditional contractors, friend-shoring possibilities, NATO+ industrial capacity, component manufacturing, future warfare implications, training advantages of digital systems, scale of drone warfare, AI capabilities gaps between nations, industrial advantages in military competition, and much more. Episode Transcript EP 244 Samo Burja on Lessons from the Russo-Ukrainian War Bismarck Brief "Anduril's Plan to Modernize the U.S. Military," by Samo Burja Rebooting the Arsenal of Democracy EP 247 Sergey Kuprienko on Drone Warfare in Ukraine Bismarck Analysis Foresight Institute Anduril Industries "Anduril Industries Acquires UAS Developer Blue Force Technologies" - Press Release Samo Burja is the president and founder of Bismarck Analysis, a consulting firm specializing in institutional analysis for clients in North America and Europe. He is also a Senior Research Fellow in Political Science at the Foresight Institute and chair of the editorial board of Palladium Magazine. You can follow him at @SamoBurja.

Owned and Operated
#221 No More Tech Turnover: How to Hire and Keep the Best

Owned and Operated

Play Episode Listen Later Jul 10, 2025 41:16 Transcription Available


In this episode of Owned and Operated, John and Jack break down the full playbook for hiring HVAC and plumbing technicians—from sourcing to retention. They dive into the real-world challenges of technician recruitment and share the strategies they use to keep a steady pipeline of high-quality candidates. From building a branded hiring engine to managing seasonal swings, this episode delivers tactical advice and real SOPs that help home service businesses grow their field teams with intention.They cover why recruiting never stops, how to build a budget that supports year-round hiring, and why onboarding and retention matter just as much as the job offer. Whether you're scaling a team or trying to fix your hiring funnel, this episode is packed with practical frameworks and firsthand experience.

The ASHHRA Podcast
#157 - How CHROs Drive Culture Change

The ASHHRA Podcast

Play Episode Listen Later Jul 10, 2025 40:40


On this episode of The ASHHRA Podcast, we're joined by Clara Blitch, Chief Human Resources Officer at Williamson Health, who returns to sharing the incredible journey of transforming a 60-year-old HR function into a modern, data-driven, people-first department, all without sacrificing the soul of the organization.

Today in Lighting
Today in Lighting, 9 JUL 2025

Today in Lighting

Play Episode Listen Later Jul 9, 2025 1:52


Today in Lighting is brought to you by MaxLite, energy-efficient products for over 30 years. Learn more. Highlights today include: Light + Building 2026 Themes: Smart, Sustainable Lighting and Building Technology, Parspec Raises $20 Million Series A to Modernize the Construction Supply Chain with AI, Mac's II Agencies Welcomes Drazen Jerkovic to Project & Specification Lighting Team, Slice of Light: Celebrate Manhattanhenge 2025.

APTN News Brief
July 4, 2025—First Nations protests continue against Quebec's Bill 97, “An Act mainly to modernize the forest regime”

APTN News Brief

Play Episode Listen Later Jul 4, 2025 4:51


Our lead story: Quebec's Bill 97—promoted as the ‘modernization' of its forestry regime—continues to meet with First Nations opposition, from blockades of logging roads to protests in Montreal and, later this month, Québec City.  

Gain Traction
Legacy and Innovation With Dennis Feldman, Keleyah Miller and Justin Pursell of ITDG Next Gen

Gain Traction

Play Episode Listen Later Jul 2, 2025 24:17


Dennis Feldman is the Chair of the ITDG Next Gen Committee and a third-generation operator at Performance Plus Tire, a family-owned business in Long Beach, California which specializes in classic car tires and aftermarket wheels. Keleyah Miller is the Vice Chair of the ITDG Next Gen Committee and part of the third generation at Main Street Tire in Colorado Springs, Colorado, where she and her siblings are leading a company that is now 80% wholesale. Justin Pursell serves as Secretary of the ITDG Next Gen Committee and oversees commercial, wholesale, and retread operations at Bergey's Commercial Tire, a fifth-generation company in Pennsylvania with a century-long legacy in transportation. In this episode… The tire industry continues to evolve as family-run operations face digital transformation, shifting market pressures, and generational handoffs. As new leaders step into roles shaped by legacy and innovation, balancing tradition with forward-thinking becomes crucial. How can young leaders modernize operations while honoring decades of family heritage? According to Dennis Feldman, who chairs the Next Gen Committee for Performance Plus Tire, the key lies in strategic upgrades, relationship building, and community collaboration. Along with Keleyah Miller and Justin Pursell, he emphasizes the role of ITDG's Next Gen group in preparing young leaders for succession and growth through networking, mentorship, and shared learning. Together, they reflect on how family ties, vendor partnerships, and conferences strengthen both culture and business outcomes. On this episode of Gain Traction, Mike Edge welcomes Dennis, Keleyah, and Justin for a conversation about generational leadership, the mission of the ITDG Next Gen Committee, and the practical steps they're taking to future-proof their tire businesses. They dive into the emotional dynamics of working with family, the challenges of modernizing legacy systems, and the strategies that keep independent operations competitive in a shifting market. Dennis, Keleyah, and Justin provide insights into the importance of community, the power of long-term vision, and how peer support within ITDG fuels innovation across the board. Here's a glimpse of what you'll learn:  [01:48] Dennis Feldman shares his role at Performance Plus Tire and his niche in classic car tires [02:36] Justin Pursell explains his leadership at Bergey's and the scope of their operations [03:28] Keleyah Miller describes Main Street Tire's wholesale focus and family involvement [04:52] The goals of the ITDG Next Gen Committee and how it nurtures leadership [06:38] Challenges and advantages of working within multigenerational family businesses [17:26] Keleyah's family mantra: “Prepare for your grandkids, and your kids will fall into line” [18:32] Justin's wildlife photography hobby and connection to nature outside of work [19:57] Dennis reflects on modernizing his family business while preserving legacy Resources mentioned in this episode: Justin Pursell on LinkedIn Performance Plus Tire Mainstreet Tire USA Bergey's Tire & Auto Service Centers Independent Tire Dealers Group Mike Edge on LinkedIn Tread Partners Quotable Moments “Prepare for your grandkids, and your kids will fall into line.” – Keleyah Miller “What other career lets you see your dad every day while building something meaningful?” – Dennis Feldman “We're going to get up in the morning and sell tires — no matter what.” – Justin Pursell quoting Jason Rook “Next Gen is here to educate, connect, and guide young leaders into broader roles.” – Dennis Feldman “You can gain a lot of success when you make the right relationships.” – Keleyah Miller Action Steps Evaluate your leadership transition plan: Identify next-gen leaders in your organization and outline how to involve them in long-term strategy. Join a collaborative group: Gain access to networking, vendor partnerships, and growth opportunities without losing your brand identity. Modernize your systems: Consider upgrading legacy point-of-sale or e-commerce platforms to stay competitive and efficient. Foster legacy and connection: Build a company culture where both family members and long-term employees feel deeply valued. Attend industry conferences: Engage with peers, vendors, and leaders through events like ITDG's annual conference to stay informed and inspired. Sponsor for this episode... This episode is brought to you by Tread Partners.  At Tread Partners, we provide digital marketing for multi-location tire dealers and auto repair shops.  By using our strategy, branding, and marketing services, we help shops sell more tires and put more cars in bays. We've helped companies like Action Gator Tire, Colony Tire and Service, and Ulmer's Auto Care Center bring extreme growth in paid leads, ROI, and searches.  So, what are you waiting for? Visit www.treadpartners.com or email info@treadpartners.com to learn more.

Owned and Operated
#217 We Hit $1M Profit — Here's Exactly How We Did It

Owned and Operated

Play Episode Listen Later Jul 1, 2025 34:17 Transcription Available


In this episode of Owned and Operated, John and Jack return to the studio to tackle the real-world challenges of running a successful HVAC business during peak summer heat. They dive into how weather-related service demand, infrastructure upgrades, and a mature home service team contribute to record-breaking weekly revenues and improved operational efficiency.Discover how HVAC businesses can scale profitably by investing in technician retention, labor-saving automations, and strategic overseas staffing. John and Jack break down the processes that drive high performance—from sales training to data-driven decisions—all on the path to hitting their first $1 million in EBITDA and a $10 million annual revenue goal.

Fintech Leaders
Steve Stagner on Building Crete's $500 Million AI Roll-up to Modernize Accounting

Fintech Leaders

Play Episode Listen Later Jun 24, 2025 37:31


Send us a textMiguel Armaza interviews Steve Stagner, CEO of Crete, an AI-powered roll-up deploying $500+ million to modernize the accounting industry. Backed by Thrive Capital, Bessemer Venture Partners, and others, Crete is acquiring US accounting firms and transforming them with OpenAI-powered tools. Steve brings battle-tested insights from building Mattress Firm from a single $1,300 franchise to a $3.8 billion Fortune 500 giant.In this episode, we discuss (1) Why "People, Process, Technology" - in that exact order - is the only formula that works for AI transformation; (2) How Crete's partner equity model differs from traditional PE roll-ups, letting firms keep their culture while accessing enterprise-grade AI tools; (3) Why firms that don't embrace AI will lose and how Crete has already seen 30-50% efficiency gains through AI-powered trial balance normalization and audit testing... and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join 80,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

LaunchPod
How To Modernize Million-User Products | Kamal Srinivasan, SVP of Product (Alludo) | LaunchPod

LaunchPod

Play Episode Listen Later Jun 17, 2025 40:49


Today on the pod, we're talking with Kamal Srinivasan, SVP of Product Development at Alludo. In this episode, we discuss: How CorelDraw was modernized from a legacy desktop tool into an AI-enabled, collaborative SaaS product, including: The user research approach that balanced less mature users with the needs of long-time power users And How they utilized AI to power entire workflows, helping all users behave like pros We also discuss Kamal's navigation of a major roadmap misalignment with senior leadership, including: The real negotiation tactics he used to diffuse the initial conflict And his “squiggly line” framework for balancing near-term revenue with long-term product vision Links LinkedIn: https://www.linkedin.com/in/kamalsrinivasan/ Resources Tell Your CEO They're Wrong (And KEEP Your Career) | Steve Nash, Dir. Product (GumGum) | LaunchPod: https://youtu.be/oeEBy8mJfB0?feature=shared Chapters 00:00 Intro 01:56 From PhD to Product Management 02:47 The Value of a PhD in Product Management 05:26 Challenges in Modernizing Legacy Products 06:11 Understanding Vector Graphics Design 09:47 Democratizing Design Tools 16:23 User Feedback and Product Development 19:49 Incorporating AI in Design Software 21:43 Integrating AI into Design Workflows 22:51 Enhancing Productivity with AI 24:15 Proactive Issue Detection with AI 27:21 Understanding Parallels Virtualization 29:50 Challenges and Strategies in Product Development 38:20 Effective Communication and Leadership 41:52 Conclusion and Future Plans Follow LaunchPod on YouTube We have a new YouTube page (https://www.youtube.com/@LaunchPod.byLogRocket)! Watch full episodes of our interviews with PM leaders and subscribe! What does LogRocket do? LogRocket's Galileo AI watches user sessions for you and surfaces the technical and usability issues holding back your web and mobile apps. Understand where your users are struggling by trying it for free at LogRocket.com (https://logrocket.com/signup/?pdr). Special Guest: Kamal Srinivasan.

Government Accountability Office (GAO) Podcast: Watchdog Report
U.S. Army's Efforts to Modernize Artillery, Missiles for a New Era of Warfare

Government Accountability Office (GAO) Podcast: Watchdog Report

Play Episode Listen Later Jun 5, 2025


The U.S. Army is shifting its focus from counterinsurgency-style warfare to large scale combat operations. And with this shift comes an urgent need for artillery and missile systems that are more mobile, durable and more lethal than what the Army…

Training Science Podcast
Modernize Your Strength Programmes Through Motorized Resistance - With Dr Ola Eriksrud & Dr Martin Buchheit

Training Science Podcast

Play Episode Listen Later May 30, 2025 71:31


Revenue Cycle Optimized
RCM Insights - Inside Glidian's Push to Modernize Prior Authorization

Revenue Cycle Optimized

Play Episode Listen Later May 19, 2025 11:30


Glidian, now part of the Infinx family, brings cutting-edge automation to the prior authorization process, helping providers significantly reduce denials and improve cash flow. In this episode, co-founder Ashish Dua shares how Glidian's technology simplifies payer interactions, boosts staff efficiency, and expands patient access across labs, radiology, and emerging care verticals.

WeInfuse's Podcast
Episode 72: How to Modernize Home Infusion Through Seamless Coordination with Kaila Raimondo

WeInfuse's Podcast

Play Episode Listen Later May 13, 2025 27:13


We're diving into the world of home infusion and specialty pharmacy with Kaila Raimondo, Head of US Markets for AlayaCare. AlayaCare is transforming how care is delivered outside the traditional four walls of a clinic or hospital, and Kaila brings a unique perspective—not just as an industry leader, but also as a former infusion patient. We talk about everything from solving complex logistical challenges with software, to improving the patient experience, to why nurses are the true face of your brand.

The Veteran (Semi) Professional
Ep. 240: How to Start a Business With Your Spouse and Modernize the Home Services Industry with Gabe and Lindsey Chrismon of Oply

The Veteran (Semi) Professional

Play Episode Listen Later May 9, 2025 42:01


Send us a textGabe and Lindsey are both Army veterans with impressive backgrounds, he an infantry officer and she was one of the first women in the 160th.  After leaving the Army, Gabe started a fire/water/mold remediation business, scaled it to $1 million in a few years and then sold it, while Lindsey is an MBA student at HBS. Oh, and they are married. Power couple.  Right now, they are building Oply.  Here is the pitch: "Just like your car tells you when to change the oil, Oply uses intelligent technology to tell you what your home needs next. Your Oply Home Score tracks the health of every major system—giving you predictive insights and helping you fix issues early with vetted pros, all in a tap. Oply thinks, predicts, and acts for you—so you can enjoy your home with peace of mind."

Modernize or Die ® Podcast - CFML News Edition

Join hosts Daniel Garcia and Grant Copley as they dive into the latest news and updates in the BoxLang and CFML world. Don't miss out on insights, discussions, and what's coming next for modern software development!

People of Pathology Podcast
Episode 204: Dr Soufiane Azdad - A Mission To Modernize Grossing With Algoscope

People of Pathology Podcast

Play Episode Listen Later May 5, 2025 55:03


My guest today is Dr Soufiane Azdad, founder of Algoscope. What we discuss with Dr Azdad: His journey into pathology Early experiences and challenges in pathology The Turning Point: Misplaced specimen incident Inspiration from technology and entrepreneurship Founding AlgoScope: The Mission and Vision The future of Digital Pathology Innovations in the grossing process The role of AI and robotics in pathology Utilizing innovation in pathology education and training Envisioning the future of pathology Ethical considerations in pathology Links for this episode: Pathologists' Assistant Shadowing Network Health Podcast Network  LabVine Learning Dress A Med scrubs Digital Pathology Club   Algoscope From Grossing to Diagnosis: Why pre-analytics deserves a digital revolution   People of Pathology Podcast: Twitter Instagram  

Owned and Operated
#191 How AI Is Transforming Lead Generation and Market Expansion

Owned and Operated

Play Episode Listen Later May 1, 2025 59:14 Transcription Available


Want to grow your HVAC, plumbing, or roofing business using AI, lead generation, and marketing automation? In this episode of Owned and Operated, we dive into how artificial intelligence is transforming the home service industry. Host John Wilson sits down with James Zaner from Modernize to explore cutting-edge strategies for using AI-powered tools to generate high-quality leads, automate operations, and expand into new markets. Whether you're a contractor, service business owner, or operator looking to scale, this episode is your playbook for growth through AI integration, customer segmentation, and smart marketing systems.Discover how top-performing service businesses are leveraging AI for business growth, customer acquisition, and operational efficiency. James shares how Modernize uses tools like ChatGPT, CRM systems, and AI automation to improve sales productivity, nurture long-term customer value, and drive sustainable expansion. From optimizing lead generation funnels to implementing AI agents and marketing tech stacks, you'll learn exactly how to modernize your service business and stay ahead in a competitive market.

Can't Stop the Growth
CSTG 209: This AI Tool Will Fill Your Board (Without Hiring More CSRs) With Brad Scruggs

Can't Stop the Growth

Play Episode Listen Later Apr 22, 2025 37:50


Stop missing the calls that fill your board. In this episode of Can't Stop the Growth, Chad Peterman is joined by Brad Scruggs, President and CMO of ZyraTalk, to talk about a simple but powerful idea: when you stop missing calls, you stop losing jobs. Brad breaks down how HVAC and plumbing businesses are using AI-powered customer service representatives (CSRs) to capture more leads, reduce missed calls, and grow without hiring more people. Whether it's after-hours coverage, overflow, or lead aggregator response times—AI is helping high-growth companies optimize their call centers and maximize every opportunity. This episode is packed with tactical insights for leaders serious about growing their home service business. If you're focused on building a culture of excellence, booking more jobs, and staying ahead of the curve—this conversation is for you. Watch now to see how top operators are filling the board faster, without relying on more ads or more staff. Additional Resources: Brad on LinkedIn Learn more about ZyraTalk Join The ARENA - a CSTG Community! Chad on LinkedIn Chad Peterman | CEO | Author Peterman Brothers Website Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network Key Takeaways: Most service businesses miss 15–35% of their inbound calls. That's real money walking away. AI-powered CSRs can respond instantly—nights, weekends, and during peak hours. Use AI to handle simple requests and free up live reps for high-value leads. Integration is simple, with many teams live within two weeks. Real-time data allows for continuous CSR coaching and improved conversion rates. Speed-to-lead with aggregators like Angi, Thumbtack, and Modernize is crucial—AI helps you get there faster. Many companies use AI as overflow backup, while others have made it their front line. Growth doesn't have to mean more leads—it starts with booking the ones you already have.

Econ Dev Show
169: Reimagining Urban Industrial Spaces for Modern Manufacturing with Lindsay Greene

Econ Dev Show

Play Episode Listen Later Apr 14, 2025 35:12


In this episode of the Econ Dev Show, Dane Carlson speaks with Lindsay Greene, CEO of the Brooklyn Navy Yard, about transforming industrial spaces for modern manufacturing. Greene shares insights on the challenges of changing perceptions about manufacturing careers, the importance of integrating workforce development with economic strategy, and her unusual career path from investment banking to grocery e-commerce before leading a major industrial development. The conversation explores how the Navy Yard creates accessible economic opportunities, the difficulties of attracting grocery stores to underserved areas, and Greene's passion for industrial policy as a driver of economic growth. Like this show? Please leave us a review here (https://econdevshow.com/rate-this-podcast/) — even one sentence helps! Ten Actionable Takeaways Consider integrating workforce development and economic development under one organizational structure to reduce friction and align goals. Modernize perceptions of manufacturing by highlighting how today's industrial jobs offer sustainable careers without requiring advanced degrees. Create flexible spaces like pop-up opportunities for businesses not ready to commit to permanent locations. Recognize the unique challenges of attracting grocery stores and develop targeted strategies for food access in underserved areas. Leverage social media (like Instagram) and accessible communication channels to connect with community members and businesses. Balance preservation of industrial/waterfront spaces with the need for evolution to meet modern economic needs. Build strategic partnerships that enhance both economic opportunity and quality of life for residents. Develop demonstration projects that showcase how traditional industries are transforming for the future. Consider how your personal and professional background, even if unconventional, brings valuable perspective to economic development work. Create open channels of communication between your executive team and the public to foster engagement and collaboration. Special Guest: Lindsay Greene.

SunCast
804: From DOE to IREC: Maria Robinson's Mission to Modernize Energy Access

SunCast

Play Episode Listen Later Apr 10, 2025 21:42


When Maria Robinson took the helm at the Grid Deployment Office within the US Department of Energy (US DOE), she stepped into one of the most pivotal (and difficult) roles in the clean energy transition.Now that she's no longer a government employee, Maria reveals what really happens inside DOE decision-making rooms, why the grid is far more fragile than most realize, and how her new role as CEO of IREC is helping shift the power back to the people.From wildfire response to data center load growth and interconnection bottlenecks, Maria clearly understands what is driving (or stifling) our energy transition —you don't want to miss this conversation.

Communism Exposed:East and West
Needed: Serious Money and Long Term Commitment to Modernize Military if the US Is to Deter China

Communism Exposed:East and West

Play Episode Listen Later Apr 4, 2025 2:41


AZ Tech Roundtable 2.0
Kenmore is Home Electricity Made Easy - Modernize the Smart Home from Appliances to the Electric Grid – Revisited w/ CEO Sri Solur - AZ TRT S06 EP04 (265) 2-23-2025

AZ Tech Roundtable 2.0

Play Episode Listen Later Apr 4, 2025 46:50


Kenmore is Home Electricity Made Easy - Modernize the Smart Home from Appliances to the Electric Grid – Revisited w/ CEO Sri Solur   - AZ TRT S06 EP04 (265) 2-23-2025          What We Learned This Week ·         Kenmore is home electricity made easy.  Kenmore is on a mission to modernize the home. Live More & Live Better. Also need to make it Affordable. ·         Clean Tech goes w/ the smart home, smart appliances (that connect to the home) and the electrical power grid for better living Electrical Grid needs to be modernized – cannot handle the current & future power demands ·         Homes built Pre-1990 run on Electric Panels that are outdated – costs of $40K + to modernize to handle charging EVs at home ·         Design of the Future House would have a Battery in it that could recharge your appliances and electronics during down hours. ·         Solving problems in electricity and energy also have the same issues with working on better water and clean food. It is more than just an energy and electric issue.     Guest: Sri Solur, CEO, Kenmore / Brands  https://www.linkedin.com/in/solur https://www.kenmore.com/   Sri Solur is chief executive officer of brands for Kenmore at Transformco. An industry veteran with 25+ years of experience, Sri has a rich history of success leading high tech products and businesses. He previously served as CPO and GM at Berkshire Grey, a leader in industrial robotics, and was a member of the leadership team that took the company public. Sri also served as CPO at SharkNinja, and was instrumental in bringing the Shark IQ Robot vacuum and NinjaFoodi products to market, while also holding a leadership role to take the company public. Sri spent 20 years at Hewlett Packard, serving as founder and CPO of CloudPrint, the company's wearables and IOT business. In his career, Sri has created products for world-renowned brands including Hugo Boss, Movado, Ferrari, Juicy Couture, and more. Sri holds a bachelor's degree in Engineering from NIT and an MBA from Boston University.         As Earth Day approaches (April), Kenmore is empowering greener homes and people.    The trusted appliance maker recently unveiled a new “Home Electrification Made Easy” program that looks to simplify the electrification process and reduce overall costs in transitioning to electric appliances.    Kenmore has set an ambitious goal with the program to electrify one million homes that will ultimately save homeowners one billion dollars over the next decade.    Kenmore's innovation and energy programs are driving a new generation of electrification for today's home ecosystem. Some of the company's core innovations include:    Expansion of electrification and smart products for every room in the home.  Addition of electrification enablers, such as smart electrical panels and dynamic Level 2 EV chargers, that help eliminate roadblocks many homeowners have in wanting to electrify their entire home.  Simplifying rebate and savings programs, such as Congress' Inflation Reduction Act, to help customers cut costs by taking advantage of available local and national funding and discounts.  Building relationships with industry leaders in product, service and consumer education to supplement and amplify their mission to electrify American homes.    This electric push comes as a new generation of homeowners seek to invest in smarter, greener home solutions and previous generations are coming up against new government standards making accessibility to like-for-like replacement equipment for their home obsolete.    With Kenmore's electrification program delivering a quick onramp to affordable green energy homes, homeowners of all backgrounds and budgets have a more attainable path to smart, green home adoption.          Notes:   Kenmore CEO and Appliances   Seg. 1   Major appliances and clean tech and sustainability energy security is a big issue on the macro end. The effect on the electric grid and power lines.   There is lots of demand and potential blackouts. This is a fuel and demand issue. The government and utility companies are working on clean energy. Currently they use fossil fuels and working on using less.   Design of the future house would have a battery in it that could recharge your appliances and electronics storing down ours.   The electric layout of most homes, especially homes built pre-1990s has an 100 amp circuit. If you have modern tech like an EV charger in your house, an electrician cannot set it up because the EV charger will blow up your 100 amp circuit.   It would cost you between $20 and 60 K to upgrade a house for a modern electric set up. Kenmore will install electric panel with load balance for EV vehicles and in-home appliances.   Seg. 2   Electrical layout of a house as you install new appliances. There is a booster within the inflation reduction act. There are rebates for lower income people, where it pays you for getting new appliances. 10 K instant credit for new appliances.   The comparison of older appliances versus new appliances. Many older appliances may run on fossil fuels like a gas range oven or gas water heater. Older HVAC unit has more wear and tear.   On a hot days and really cold days appliances operate at peak and are putting demand on the electric red. Looking for new ways of sustainable clean energy and examples hydroelectric power.   You would have a back up in high demand times, where are you fire up a generator running on fossil fuels.   Do you want to protect the grid for maintenance but also things like cyber attacks. One way you could do this is make all homes standalone energy producers.   Peak rates for electricity or 6 to 10 PM at night. At these times electricity use taxes the grid and also taxes your wallet. Do you want to run your dishwasher post 10 PM.   Seg. 3   We are moving from a world of done by you to a world of done for you. The smart home of the future will help you.   The electrical panel would work with the grid and decide when to charge electronics in your house. Kenmore has electric appliances that works with the electric red. These appliances save you money and also save the grid.   On a bigger scale we need to modernize the electric road. Then in the future build better homes cars and appliances. Inflation reduction act has multiprong incentives for all of this.   When we saw the bull run of tech starting in 2010 it had three things working together. Social mobile and the cloud all came together to create this tech rise. Do you need electricity plus clean energy plus clean water.   A rising tide that can raise all. Do you want to solve problems, what are the pain killers?   Seg. 4   CEO was an engineer by trade. Worked in Boston went to business school and after that he built some products. Worked at Altavista on firewalls and search.   Cloud print on printing mobile with the HP e-print. Worked in wearables at Hugo boss and Ferrari.   Worked at Comcast on Xfinity digital security and high-speed Internet. Worked with shark and ninja on home robots. Worked at Bershire Gray, consumer robots which went public with an IPO.   Then at Brands / Kenmore (also Diehard batteries) - Building better and smarter appliances   Span that I/O build a smart electrical panel. Do you want your appliances to give you repair and maintenance updates.   Whole home electrification. A whole home dashboard controlling your smart home. An example would be your fridge would tell you when you need a new filter. Kenmore is a tech forward company.   Solving problems in electricity and energy also have the same issues with working on better water and clean food. It is more than just an energy and electric issue.   Live more and live better. Also need to make it affordable. Kenmore is home electricity made easy. rebates.kenmore.com they have the blue-collar work ethic with the idea of progress over perfection. Kenmore is a consumer centric team.         Biotech Shows: https://brt-show.libsyn.com/category/Biotech-Life+Sciences-Science   AZ Tech Council Shows:  https://brt-show.libsyn.com/size/5/?search=az+tech+council *Includes Best of AZ Tech Council show from 2/12/2023   Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science  Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech   ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT      Thanks for Listening. Please Subscribe to the AZ TRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/     Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

Modernize or Die ® Podcast - CFML News Edition
Modernize or Die® Podcast | Episode 230 | April 1st, 2025

Modernize or Die ® Podcast - CFML News Edition

Play Episode Listen Later Apr 1, 2025 26:31


Join hosts Daniel Garcia and Eric Peterson as they dive into the latest news and updates in the BoxLang and CFML world. Don't miss out on insights, discussions, and what's coming next for modern software development!

Manufacturing an American Century
Inside the Push to Modernize Manufacturing Training: Insights from SME and New America

Manufacturing an American Century

Play Episode Listen Later Mar 28, 2025 41:17


This week, I'm joined by two powerhouse leaders doing the heavy lifting to strengthen our country's innovation economy—Shalin Jyotishi from New America and Deb Volzer from SME. These folks aren't just talking about change—they're out there building the systems to make it happen. Shalin walks us through how New America's Future of Work and Innovation Economy initiative is working to ensure that technological advancement strengthens—not sidelines—the American middle class. He discusses the launch of a new national Accelerator for Community Colleges, designed to build capacity across institutions and regions engaged in tech-based economic development.Deb, meanwhile, shares how SME's 90-year legacy is evolving with their new Manufacturing Imperative Workforce Pipeline Challenge; a bold initiative engaging 25 community colleges across 17 states. Her team is addressing workforce gaps through scalable, employer-driven models that align local needs with national priorities in manufacturing and advanced technologies.Their work offers a roadmap for how public, private, and educational sectors can come together to meet the moment.If you care about making workforce development more effective—or just want to hear from people who are rolling up their sleeves and doing the work—this is a conversation you won't want to miss.AMCC's podcast is made possible in part by the expertise of Mike McAllen, founder of Podcasting4Associations. Are you part of an association also looking to produce a podcast? Let us get you in touch with Mike.Thank you to the Economic Development Administration for their partnership in producing this podcast. This podcast was prepared in part using Federal funds under award 3070145 from the Economic Development Administration, U.S. Department of Commerce. The statements, findings, conclusions, and recommendations are those of the author(s) and do not necessarily reflect the views of the Economic Development Administration or the U.S. Department of Commerce.

The Daily Scoop Podcast
Agencies that fired 25,000 federal workers comply with court-ordered reinstatements; House Democrat wants to modernize privacy law in light of DOGE data access

The Daily Scoop Podcast

Play Episode Listen Later Mar 19, 2025 5:03


Several federal agencies responsible for terminating nearly 25,000 federal probationary status workers told a federal court Monday evening that they're complying with an order to reinstate those employees, giving thousands of people their jobs back for the time being. According to a status report and corresponding declarations filed in the U.S. District Court for the District of Maryland, 18 federal agencies and their subcomponents said they were working to reinstate their fired probationary employees following the court order. Most of those agencies said those workers would be placed on administrative leave. While the court order doesn't cover all fired probationary workers, the declarations in the case offer one of the first clear windows into the breadth of firings under President Donald Trump. Per figures in those declarations, the agencies initially terminated 24,813 probationary workers. Of that total, 15,499 were offered reinstatement as a direct result of the court's order. An additional 5,925 employees, at least, were previously offered reinstatement by those respective agencies before the court's order. That includes the 5,714 terminated employees in the U.S. Department of Agriculture who got their jobs back for 45 days as the result of a ruling by a quasi-judicial body within the executive branch known as the Merit Systems Protection Board. As litigation plays out on DOGE access to individuals' sensitive data, a House lawmaker is asking civil society groups, privacy experts, government technologists and others to inform legislation seeking to modernize the Privacy Act of 1974. Rep. Lori Trahan, D-Mass., said in a press release that she is beginning an effort to reform the Privacy Act, which has been cited in various lawsuits against agencies over allegedly allowing unauthorized DOGE staffers to access data that could contain personally identifiable information. “Unaccountable billionaires, inexperienced programmers and unvetted political appointees are perpetrating the biggest government privacy scandal since Watergate,” Trahan said in the release. In order to begin this effort, Trahan is asking the public to respond to a series of questions, including the federal government's need to balance privacy with other priorities like reducing waste, how the government can effectively leverage privacy-enhancing technologies, the privacy risks associated with artificial intelligence and more. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Owned and Operated
#177 - HVAC and Plumbing Lead Generation: Outbound Campaigns That Fill The Board

Owned and Operated

Play Episode Listen Later Mar 13, 2025 41:06


Take control of lead generation and keep your service board full with proven outbound strategies, smart software like Hatch, and multi-channel marketing. Learn how to drive demand, boost team productivity, and navigate slow seasons with confidence.Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out.Special Thanks to HatchBook more leads with the power of Hatch.Hatch has been an incredible partner in our outbound journey. Since starting with them, we've ramped up with powerful automations that keep every lead engaged and every invoice followed up. Hatch's AI Agents, ready to handle follow-ups, reminders, email blasts, have saved us hours.Learn More HereContact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

Owned and Operated
#175 - Find The BEST Leads: Modernize VP of Marketing Jamie Smith Breaks Down the Secret to Success

Owned and Operated

Play Episode Listen Later Mar 6, 2025 56:13 Transcription Available


Jamie Smith, VP of Marketing at Modernize, joins us to break down the secret to finding the best leads for your home service business.We tackle the big question: Are lead aggregators worth it? Jamie explains why Modernize isn't just another lead aggregator but a smarter way to generate high-quality leads using data-driven strategies.If you want to stop wasting money on bad leads and start closing more jobs, this episode is for you.Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcastShoutout to Quick Staffers LLCQuick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.Don't miss out. Get $1000 off your first placement here: https://docs.google.com/forms/d/e/1FAIpQLSc16JbSEqySXdOFuFm8JIzPIEgE7AOvBp9NxlLi4ypeGpZ8gQ/viewformEpisode Hosts:

SRA Risk Intel
S3 | E9: How CROs Can Leverage A.I. to Modernize Their Risk Program

SRA Risk Intel

Play Episode Listen Later Mar 4, 2025 30:02


Owned and Operated
#173 - "We Booked 400 Calls a Week": How Avoca AI is Shaping Home Services

Owned and Operated

Play Episode Listen Later Feb 27, 2025 43:07 Transcription Available


Tyson Chen from Avoca is back to break down how AI is changing the game for home service call centers.We dive into Avoca's AI tools—like Coach for CSR training and Responder for automated call handling—that have helped us book more jobs while cutting costs. We also get into the real challenges of bringing AI into traditional call centers and what's coming next in the AI space. If you want to know how AI can boost efficiency and improve customer service, this episode is packed with insights.Special Thanks to AvocaLooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. Click here to schedule a demo: https://calendly.com/d/cp54-9jr-nht/avoca-ai-demo?month=2025-01Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcastEpisode Hosts:

Why Am I a Mets Fan?
ROTATION RATTLED: Mets' Manaea, Madrigal HURT, Yankees MODERNIZE?

Why Am I a Mets Fan?

Play Episode Listen Later Feb 26, 2025 26:03


Samantha Croston and Ashley Wenskoski have a LOT to discuss this week as Spring Training forges on. Juan Soto hits a HOME RUN in his first at bat in a Mets uniform - but Sean Manaea is hurt, and so is Nick Madrigal. Does this open the door for Quintana, Iglesias to return? PLUS - what is HAPPENING with the Yankees lately? 00:00-2:13: Juan Soto HOMERS in FIRST Mets spring training at-bat. You can't make it up. 2:14-9:54: Sean MANAEA is HURT - can the Mets ever keep a starter healthy in SPRING TRAINING? Should they re-sign Jose Quintana? Will Brandon Sproat start the season in AAA? 9:55-13:13: Nick Madrigal moved to the 60 day IL - it seems like Jose Iglesias really isn't returning 13:14-14:34: Mets trade for Cubs OF Alexander Canario 14:35-16:29: Brett Baty is RAKING in spring training - Juan Soto buys him a CHEVY TAHOE for giving up No. 22 16:30-20:23: The Yankees get rid of their FACIAL-HAIR policy 20:24-22:37: Are relations between Juan Soto and Aaron Judge FROSTY? Plus, a Dodgers troll wins the week 22:38-23:48: Vlad Guerrero Jr. looks like he will TEST free agency next offseason, wants to play for a "winner" 23:49-24:19: Carlos Mendoza is "having conversations" about making Francisco Lindor the next captain of the Mets #mlb #mlbb #mlbpodcast #mlbhotstove #mlbspringtraining #springtraining #mets #newyorkmets #juansoto #mlbfreeagency #newyorkyankees #newyork #yankees #aaronjudge #vladimirguerrerojr #losangelesdodgers #dodgers #lgm #lfgm #dodgersbaseball #torontobluejays #bluejays LIKE, COMMENT, SUBSCRIBE, LISTEN ON ALL PLATFORMS: https://www.flowcode.com/page/whymetspod Learn more about your ad choices. Visit megaphone.fm/adchoices

Owned and Operated
#172 - From Dropout to CEO—Kelly Roberts on Building a $15M HVAC Business

Owned and Operated

Play Episode Listen Later Feb 25, 2025 55:06 Transcription Available


In this episode CEO of Moss Heating and Cooling Kelly Roberts, shares her journey from college dropout to C-Suite member in a fast-growing HVAC company.Kelly talks about the challenges of shifting to high-end residential new construction, navigating financial setbacks, and scaling from $7 million to $15 million in just one year. This episode is packed with real-world insights on leadership and growth you won't want to miss.Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcastShoutout to Quick Staffers LLCQuick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.Don't miss out. Get $1000 off your first placement here: https://docs.google.com/forms/d/e/1FAIpQLSc16JbSEqySXdOFuFm8JIzPIEgE7AOvBp9NxlLi4ypeGpZ8gQ/viewformEpisode Hosts:

In Depth
Inside Guideline's mission to modernize 401(k)s | Building from first principles, finding strategic edges, and rewiring retirement | Kevin Busque (Co-founder and CEO)

In Depth

Play Episode Listen Later Feb 20, 2025 84:49


Kevin Busque is the co-founder and CEO of Guideline, a 401(k) management company revolutionizing the retirement space for small and medium-sized businesses. Prior to Guideline, Kevin co-founded Taskrabbit, where he encountered firsthand the complexity and low participation rates of traditional 401(k) plans—largely due to confusing fee structures. After launching Guideline to address those problems head-on, the company has seen remarkable growth, hitting $120 million in ARR by June 2024. In this conversation, Kevin shares pivotal moments that shaped Guideline's trajectory, including a strategic partnership with Gusto. He also explains how his “Do the hard thing first” mindset helped the team build an industry-leading platform and disrupt an entrenched market. – Referenced: ADP: https://www.adp.com/ Aydin Senkut: https://www.linkedin.com/in/aydins/ CalSavers: https://www.calsavers.com/ DoorDash: https://www.doordash.com/ Fidelity: https://www.fidelity.com/ Guideline: https://www.guideline.com/ Gusto: https://gusto.com/ Intuit: https://www.intuit.com/ Jeremy Caballero: https://www.linkedin.com/in/jeremycaballero/ John Zimmer: https://www.linkedin.com/in/johnzimmer11/ Josh Reeves: https://www.linkedin.com/in/joshuareeves/ Mike Nelson: https://www.linkedin.com/in/mnelsonio/ Leah Solivan: https://www.linkedin.com/in/leahsolivan/ Paychex: https://www.paychex.com/ Plaid: https://plaid.com/ Taskrabbit: https://www.taskrabbit.com/ Tomer London: https://www.linkedin.com/in/tomerlondon/ – Where to find Kevin: LinkedIn: https://www.linkedin.com/in/kevinbusque/ – Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson – Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast – Timestamps: (00:00) Teaser: “I don't believe in stealth mode” (02:51) Inspiration behind Guideline (07:56) Lessons from a year's research before Guideline (10:44) Identifying market pull for Guideline (14:28) What Kevin learnt before shipping their first product (19:10) How Guideline set their fees up (27:51) The surprising range of Guideline's early customers (31:48) Kevin's insights from the Gusto integration (39:48) Guideline's first year (44:44) Working with Plaid as Guideline's first customer (53:28) Guideline's auto-enrollment feature (57:53) Lucky 8: Kevin's unexpected pricing strategy (62:04) Franchise opportunities (64:49) Kevin's reflections on Taskrabbit (71:36) Will Guideline ever go multi-product? (72:37) Kevin's take on product-market fit (73:30) Guideline's compounding advantage (78:51) The challenges faced by introverted leaders

Modernize or Die ® Podcast - CFML News Edition
Modernize or Die® - CFML News Podcast for February 11th, 2025 - Episode 228

Modernize or Die ® Podcast - CFML News Edition

Play Episode Listen Later Feb 11, 2025 57:05


2025-02-11 Weekly News — Episode 228Watch the video version on YouTube at https://youtube.com/live/-08ciY2kW4c?feature=share  Hosts: Gavin Pickin - Senior Developer at Ortus SolutionsBrad Wood - Senior Developer at Ortus SolutionsBig Thanks to our Sponsor - Ortus SolutionsThe makers of ColdBox, CommandBox, ForgeBox, TestBox and all your favorite box-es out there including BoxLang.A few ways to say thanks back to Ortus Solutions:Buy Tickets to Into the Box 2025 in Washington DC https://t.co/cFLDUJZEyMApril 30, 2025 - May 2, 2025 - Washington, DCLike and subscribe to our videos on YouTube. Help ORTUS reach for the Stars - Star and Fork our ReposStar all of your Github Box Dependencies from CommandBox with https://www.forgebox.io/view/commandbox-github Subscribe to our Podcast on your Podcast Apps and leave us a reviewSign up for a free or paid account on CFCasts, which is releasing new content regularlyBOXLife store: https://www.ortussolutions.com/about-us/shopBuy Ortus's Books102 ColdBox HMVC Quick Tips and Tricks on GumRoad (http://gum.co/coldbox-tips)Now on Amazon! In hardcover too!!!https://www.amazon.com/dp/B0CJHB712MLearn Modern ColdFusion (CFML) in 100+ Minutes - Free online https://modern-cfml.ortusbooks.com/ or buy an EBook or Paper copy https://www.ortussolutions.com/learn/books/coldfusion-in-100-minutes Patreon Support ()We have 61 patreons: https://www.patreon.com/ortussolutions. News and AnnouncementsOrtus announce BoxLang to the Java Community and JfokusJfokus has been the birth of BoxLang for the Java community. So Incredibly well received. We even had folks coding on their phones on https://try.boxlang.io for some sweet hoodies. What an amazing event. So much great feedback and amazing response to finally having momentum in the dynamic JVM space. We will definitely be back in 2026 In force. hashtag#boxlang hashtag#jfokus hashtag#dynamicJVM hashtag#communityhttps://www.linkedin.com/posts/lmajano_boxlang-jfokus-dynamicjvm-activity-7292961359632240640-N1nc?Get a Free BoxLang+ License with Your ITB 2025 Ticket!At Ortus Solutions, we are dedicated to delivering the best experience for our Into the Box attendees. This year's event will be an exciting opportunity to explore BoxLang and modern CFML development, and we want to ensure that attending in person is even more rewarding.Exclusive On-Site Attendee Benefit: Free 1-Year BoxLang+ License!As a special incentive, all on-site attendees will receive a free 1-year subscription to BoxLang+.BoxLang+ is a professional subscription that enhances development across multiple runtimes, including CLI, web, CommandBox, and serverless environments.https://www.ortussolutions.com/blog/get-a-free-boxlang-license-with-your-itb-2025-ticket Adobe ColdFusion Summit 2025 Adobe ColdFusion Summit 2025 is here—join us in Las Vegas on Sept 22-23 (optional certification days on Sept 21 or 24). Grab your early bird tickets for just $99 before they're gone. Secure your spot today!Register now: https://bit.ly/414pLF6Team Plans and Exclusive Deals: Into the Box 2025!Thinking about attending Into the Box 2025 but don't want to go alone? Or are you looking to train your team with the latest modern software development tools? We've got you covered. Take advantage of our exclusive team deals and bring your team for an even better experience.Get 50% off your second Into the Box on-site ticket.Buy 2, Get 1 Free – Purchase two on-site tickets, and the third one is on us.https://www.ortussolutions.com/blog/team-plans-and-exclusive-deals-into-the-box-2025 TeraTech release Free Online Course for Modernizing CF AppsA Call to the #ColdFusion Keepers of Middleware-Earth! ⚔️

MarTech Podcast // Marketing + Technology = Business Growth
How Local Grocers & Convenience Stores Can Modernize Their Marketing

MarTech Podcast // Marketing + Technology = Business Growth

Play Episode Listen Later Jan 30, 2025 17:05


Head of Platform and Media Partnerships at Bridg, Jared Luskin, delves into the innovative ways local grocers and convenience stores can modernize their marketing strategies. By leveraging data and audience insights, Bridg's platform offers solutions for brick-and-mortar retailers to target in-store customers effectively. Jared's discussion sheds light on the power of offline resolution capabilities and utilizing point of sale data to enhance retail media success. Explore more insights from Jared Luskin on modernizing marketing strategies at Bridg in this engaging podcast episode. Show NotesConnect With: Jared Luskin: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Revenue Generator Podcast: Sales + Marketing + Product + Customer Success = Revenue Growth
How Local Grocers & Convenience Stores Can Modernize Their Marketing

Revenue Generator Podcast: Sales + Marketing + Product + Customer Success = Revenue Growth

Play Episode Listen Later Jan 30, 2025 17:05


Head of Platform and Media Partnerships at Bridg, Jared Luskin, delves into the innovative ways local grocers and convenience stores can modernize their marketing strategies. By leveraging data and audience insights, Bridg's platform offers solutions for brick-and-mortar retailers to target in-store customers effectively. Jared's discussion sheds light on the power of offline resolution capabilities and utilizing point of sale data to enhance retail media success. Explore more insights from Jared Luskin on modernizing marketing strategies at Bridg in this engaging podcast episode. Show NotesConnect With: Jared Luskin: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Modernize or Die ® Podcast - CFML News Edition
Modernize or Die® - CFML News Podcast for January 28th, 2025 - Episode 227

Modernize or Die ® Podcast - CFML News Edition

Play Episode Listen Later Jan 28, 2025 56:54


2025-01-28 Weekly News — Episode 227Watch the video version on YouTube at https://youtube.com/live/H8Ht5xYgUFA?feature=share Hosts: Gavin Pickin - Senior Developer at Ortus SolutionsEric Peterson - Senior Developer at Ortus SolutionsBig Thanks to our Sponsor - Ortus SolutionsThe makers of ColdBox, CommandBox, ForgeBox, TestBox and all your favorite box-es out there including BoxLang.A few ways to say thanks back to Ortus Solutions:Buy Tickets to Into the Box 2025 in Washington DC https://t.co/cFLDUJZEyMApril 30, 2025 - May 2, 2025 - Washington, DCLike and subscribe to our videos on YouTube. Help ORTUS reach for the Stars - Star and Fork our ReposStar all of your Github Box Dependencies from CommandBox with https://www.forgebox.io/view/commandbox-github Subscribe to our Podcast on your Podcast Apps and leave us a reviewSign up for a free or paid account on CFCasts, which is releasing new content regularlyBOXLife store: https://www.ortussolutions.com/about-us/shopBuy Ortus's Books102 ColdBox HMVC Quick Tips and Tricks on GumRoad (http://gum.co/coldbox-tips)Now on Amazon! In hardcover too!!!https://www.amazon.com/dp/B0CJHB712MLearn Modern ColdFusion (CFML) in 100+ Minutes - Free online https://modern-cfml.ortusbooks.com/ or buy an EBook or Paper copy https://www.ortussolutions.com/learn/books/coldfusion-in-100-minutes Patreon Support (resplendent)We have 62 patreons: https://www.patreon.com/ortussolutions. News and AnnouncementsBeware that ColdFusion 2021 end-of-life (and end of updates) is coming Nov 2025, and your optionsAre you still running ColdFusion 2021? While it's still supported/updated by Adobe, did you know that its end-of-life is coming just several months from now, Nov 10, 2025? That's the date when "core" support for that release ends--meaning no more updates from Adobe after that, not even security fixes.What about more recent releases, if you may wonder? CF 2023 (the current latest release) will get updates into 2028 (5 years after it was release). And there's the coming CF 2025 release, currently in pre-release (as I have recently blogged about), which is of course a great sign for the continued vitality of CF.But this looming deadline for CF2021 is a reminder that as the years roll on, we not only get new versions but we must say good-bye to old ones.Wondering what you can do? or when CF2023 or CF2025 support will end also? And what's the difference between "core" support and the available "extended" support which Adobe sells? (The extended support plan does NOT provide updates beyond this coming November.) For more on these, including official Adobe documentation that discusses such things, as well as my thoughts on migration, costs, various options to consider, and more, do read on.https://www.carehart.org/blog/2025/1/9/coldfusion2021_end_of_life_nov_2025  Java updates of Jan 21, 2025 for 8, 11, 17, 21, and 23: thoughts and resourcesIt's that time again: there are new JVM updates released today (Jan 21, 2025) for the current long-term support (LTS) releases of Oracle Java, 8, 11, 17, and 21, as well as the new short-term release 23. (The previous short-term release, Java 22, is no longer updated.)TLDR: The new updates are 1.8.0_441 (aka 8u441), 11.0.26, 17.0.14, 21.0.6, and 23.0.2, respectively. Crazy that there are now 5 current Java releases, I realize. More below, including more on each of them including what changed as well as bug fixes and the security fixes each version contains (including their CVE scores regarding urgency of concerns), which are offered in Oracle resources I list below.Oracle calls these updates "critical patch updates" (yep, "CPU"), but they are in fact scheduled quarterly updates, so that the "critical" aspect of this nomenclature may sometimes be a bit overstated. As is generally the case with these Java updates, most of them have the same changes and fixes across the four JVM versions, though not always.For some folks, that's all they need to hear. For others, read on.Whether this is your first time updating Java or your fiftieth, there are some things that you may or may not know.https://www.carehart.org/blog/2025/1/21/java_updates_jan_2025 Into the Box Round 1 of Sessions and Workshops are now out!Our first round of sessions and workshops for Into the Box 2025 is here! Get ready to dive into a world of modern web development with hands-on workshops and engaging sessions led by Ortus Solutions and Community CFML and BoxLang experts. Visit intothebox.org to explore what's in store—this is just the beginning, with much more content coming soon! https://www.ortussolutions.com/blog/into-the-box-round-1-of-sessions-and-workshopsLast chance to save 25% off CF2023, for those on CF2018 and earlierHere's great news for those still running CF2018 or earlier, who may have been holding off upgrading to CF2023 (because you would have to pay full price for it). It's news I first shared back in July, and the deal has been extended one last time, thus this post.TLDR; Now through Feb 28, 2025 those running CF9, 10, 11, 2016 or 2018 can upgrade to CF2023 for 25% off its full price. (Those running CF2021 can already/always could upgrade at 50% off the full price.)This is a deal offered only by Intergral, makers of FusionReactor, who are also resellers of CF. Adobe doesn't even offer this deal themselves. For more, see their blog post at https://fusion-reactor.com/blog/news/save-25-on-adobe-cf2023-upgrades/.Act now, it could save you hundreds or even thousands of $$s on a single license! https://www.carehart.org/blog/2025/1/17/last_chance_for_cf_upgrade_discount_from_cf2018_or_earlier New Releases and UpdatesTestBox v6.1.0 releaseWe're super excited to announce the release of TestBox 6.1.0! This release introduces native support for BoxLang without the need for a compatibility mode, unlocking new possibilities for developers embracing BoxLang's dynamic capabilities. Alongside this exciting update, we've added valuable features, improved functionality, and resolved key issues to ensure a smoother and more robust testing experience. Dive into the details and see how TestBox 6.1.0 makes your testing even more seamless and efficient!https://www.ortussolutions.com/blog/testbox-v610-releasecbMockData v4New name and new support for BoxLang!https://forgebox.io/vie...

Owned and Operated
#163 - From $7 Million to $140 Million: The Ultimate Blueprint for Growth

Owned and Operated

Play Episode Listen Later Jan 23, 2025 34:59 Transcription Available


In this episode, we're breaking down what it takes to plan for serious growth—both short and long term. Jack and John swap stories and hard-won lessons on budget planning, sharpening your SWOT analysis, setting revenue targets, and getting your team firing on all cylinders. They dig into why strong accounting practices are a growth superpower and share practical steps to scale your business effectively.Key highlights: Tactical planning and goal settingWhy every department matters in hitting goalsThe importance of data reviews to keep you ahead of the curve.Shout out to our sponsors!Modernize We've been using Modernize them for our water quality leads, and it's been smooth sailing from day one. Onboarding was quick and now every lead goes straight into our call center. If you're serious about boosting your leads, definitely check them out.Service ScalersService Scalers have helped us to deliver the leads we need to scale Wilson, and their expertise in SEO, PPC, LSA, and GMB marketing has been a game-changer.Last year their partnership helped us achieve 46% year-over-year growth and this year is going to be even bigger. If you're in the trades and serious about growth, I can't recommend them enough.Check out Service ScalersContact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

The Parts Girl Podcast
Tim Hayden – How to Build Customer Lifetime Value with AI and Data Management

The Parts Girl Podcast

Play Episode Listen Later Jan 23, 2025 36:18


Tim Hayden is the CEO of Brain+Trust and Chief of Business Strategy at The Next Practice, with over 20 years of experience building strategic solutions for brands through media, data, and mobility. Through these ventures, he helps organizations create competitive advantages and build lasting trust with their audiences. Today, Tim Hayden reveals how automotive dealerships are sitting on a goldmine of untapped dark data that could revolutionize their operations and customer experience. Through practical examples and industry insights, he demonstrates how this hidden information can be transformed into actionable strategies for growth and efficiency. Building on this foundation, Tim explores the game-changing potential of AI in strengthening customer relationships and discusses how dealerships can modernize their operations for the future. He offers a compelling vision for how automotive retail can evolve by embracing these technological advances while maintaining the human touch that drives sales and customer loyalty. -------------------------------------------- This show is powered by PartsEdge: Your go-to solution for transforming dealership parts inventory into a powerhouse of profitability. Their strategies are proven to amp up parts sales by a whopping 20%, all while cutting down on idle inventory. If you're looking to optimize your parts management, visit

The Daily Beans
Live August 24 Seattle Show (feat. Andy McCabe)

The Daily Beans

Play Episode Listen Later Oct 7, 2024 83:35


Monday, October 7th, 2024This week we'll be playing recordings from our live shows! Today's is from August 24th at The Triple Door in Seattle! Allison and Dana discuss Biden's debate performance, the modernization of the Columbia River Treaty, and are joined on stage by Andy McCabe to talk about presidential immunity, Russian assassination plots in Europe, FBI naming conventions and answer some audience questions. Helix is offering up to 20% off all mattress orders AND two free pillows for our listeners! Go to https://www.helixsleep.com/dailybeans.A Special Thanks to The Triple Door SEATTLE, WA for having us!Stories:Summary of the Agreement in Principle to Modernize the Columbia River Treaty Regime (state.gov)Supreme court immunity ruling to cause new delay in Trump 2020 election case (Hugo Lowell | The Guardian)Exclusive: US and Germany foiled Russian plot to assassinate CEO of arms manufacturer sending weapons to Ukraine (CNN)Guest:Andy McCabeAndrew McCabe isn't on social media, but you can buy his bookThe Threat: How the FBI Protects America in the Age of Terror and TrumpHarris Social Media Toolkit Harris Campaign Social Media Toolkit (kamalaharris.com)Give to the Kamala Harris Presidential Campaign Kamala Harris — Donate via ActBlue (MSW Media's Donation Link)See What's On Your Ballot, Check Your Voter Registration, Find Your Polling Place, Discover Upcoming Debates In Your Area, And Much More! Vote411.orgCheck Your Voter Registration! vote.orgCheck out other MSW Media podcastshttps://mswmedia.com/shows/Subscribe for free to MuellerSheWrote on Substackhttps://muellershewrote.substack.comCheck out the first 2 episodes of Trump's Project 2025: Up Close and Personal.https://trumpsproject2025pod.com/A Special Excel Training From Generation Data for Daily Beans Listeners!Saturday, October 12 · 10am - 1pm PDTgenerationdata.org/daily-beansThere is a new “Harris For President” Patreon tier:https://www.patreon.com/muellershewrote/membershipHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Check out other MSW Media podcastshttps://mswmedia.com/shows/Subscribe for free to MuellerSheWrote on Substackhttps://muellershewrote.substack.com Follow AG and Dana on Social MediaDr. Allison Gill https://muellershewrote.substack.comhttps://twitter.com/MuellerSheWrotehttps://www.threads.net/@muellershewrotehttps://www.tiktok.com/@muellershewrotehttps://instagram.com/muellershewroteDana Goldberghttps://twitter.com/DGComedyhttps://www.instagram.com/dgcomedyhttps://www.facebook.com/dgcomedyhttps://danagoldberg.comHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?Supercasthttps://dailybeans.supercast.com/OrPatreon https://patreon.com/thedailybeansOr subscribe on Apple Podcasts with our affiliate linkThe Daily Beans on Apple Podcasts