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Don’t get left behind in the AI revolution. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this powerful episode, Vince Menzione sits down with Rebecca Jones of Bridge Partners and Mark Yaphe, Head of Consulting Partners for AWS, to uncover how AI is fundamentally rewiring the partner ecosystem. They explore the urgent shift from 90% stalled AI pilots to a new era of rapid execution, warning against the trap of “shiny object” syndrome. By unpacking the necessity of a “builder mindset” and a product-focused approach, this discussion reveals exactly what top-performing companies are doing to collapse six-month development cycles into four weeks and secure their place in the 2026 market landscape. Key Takeaways The transition from on-prem to cloud and marketplace is now entirely focused on AI transformation. Top companies approach AI with a product mindset rather than running scattershot pilots. Empowering frontline teams with a “builder mindset” can collapse solution cycles from six months to four weeks. Partners must avoid the $260 billion AI “FOMO” trap by specializing in specific industries and workflows rather than trying to do everything. Evaluating the “highest and best use” of AI models like Claude is essential for managing token economics and ROI. Thriving through AI disruption requires cultivating a strong growth mindset and prioritizing human connection and critical thinking. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI transformation, AWS partner ecosystem, hyperscaler alignment, builder mindset, product mindset implementation, Bridge Partners insights, GenAI solution cycles, AI token economics, Claude model utilization, GSI strategy, 2026 ecosystem shift, AI ROI measurement, agentic tools, workflow specialization. Transcript Rebecca Jones and Mark Yaphe AUDIO EPISODE [00:00:00] Rebecca Jones: You can either, um, think about being disrupted or being a disruptor. [00:00:07] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us the way hyperscalers are partnering, how AI is remaking the channel. And what it means to win in 2026. [00:00:18] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi, own your host. [00:00:23] Vince Menzione: And each week I sit down with leaders at the intersection of [00:00:26] Vince Menzione: technology, partnerships and outcomes, the voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. It is the strategy because being in the room changes everything. [00:00:45] Vince Menzione: Let’s start. We have another incredible session today, right? So I get to invite another friend of, of ultimate partner who’s been around for a while and, uh, it’s just absolutely amazing. Rebecca has been in the studio, she’s been at, how many of events have you been with? Fourth, fourth one, and I’m gonna have you introduce Mark as well. [00:01:10] Vince Menzione: So come on, on stage. Rebecca. Rebecca Jones to many of you know. [00:01:14] Rebecca Jones: Thank you, sir. [00:01:15] Vince Menzione: Good to see you. Good to see you. And Mark, great, great to have you. I want to have you, Richard, we’ll have you, Rebecca’s gonna introduce you and then we want you to introduce yourself as well, sir. [00:01:23] Rebecca Jones: Wonderful. Well, [00:01:24] Vince Menzione: and another AWS exec. [00:01:26] Vince Menzione: I love this. Like, I know. Yeah, we’re finishing out the day Strong. [00:01:28] Rebecca Jones: Well, Vince, I have to say, you’ve got me, um, the last time we got together, it was the last session before happy hour. So I guess we’re closing. [00:01:36] Vince Menzione: Well, you know, we’re gonna close us [00:01:38] Rebecca Jones: out [00:01:38] Vince Menzione: really nicely. Know we, yeah. We’re serving Bloody Mary’s, by the way, while you’re guys are up here. [00:01:42] Vince Menzione: No. Good. [00:01:42] Rebecca Jones: So, um, we’re so excited to have Mark. Thank you, mark, for joining us here. Um, head of consulting partners for AWS and, uh. We’re gonna close this down, aren’t we? I love [00:01:54] Vince Menzione: it. I love it. Yes. I’m looking forward to it. [00:01:56] Rebecca Jones: Okay. [00:01:56] Vince Menzione: So Mark’s well, welcome. Good to have you. [00:01:58] Rebecca Jones: Yeah. Do you wanna take a seat? [00:02:00] Vince Menzione: Uh, yeah, [00:02:00] Rebecca Jones: please do. [00:02:01] Rebecca Jones: All right. [00:02:01] Vince Menzione: Please do. I’m morphing the pillows up, by the way. [00:02:05] Rebecca Jones: Oh, are you [00:02:05] Vince Menzione: by the way, for those of who don’t know, these got shipped from my house because we got Oh, I was wondering. It’s hard to find, but yeah. Yeah, they’re, we take them from event to event. It’s so funny to have them. But I wanna, well, thank you for both being here. [00:02:17] Rebecca Jones: Yes. [00:02:18] Vince Menzione: I think it’d probably be helpful for those who don’t know, bridge Of course. Maybe just spend a moment because I know you well. [00:02:23] Rebecca Jones: Yeah. [00:02:23] Vince Menzione: And we know the organization well, those of us. Those of us. [00:02:26] Rebecca Jones: But for me, uh, so let me talk to you a little bit about Bridge Partners and my role, um, the company has been around for almost two decades. [00:02:34] Rebecca Jones: Yeah. And so when you think about the transformation that’s happened within the tech industry. And our primary focus is the tech industry. Uh, and within that we focus on enterprise companies and we help them with product go to market and how they scale that through partners. Yeah. Uh, so that’s given us a really interesting and, uh, vantage point around the transformations from on-prem to cloud, cloud to marketplace and now marketplace and the transformation with ai. [00:03:04] Vince Menzione: I feel like you’re the McKenzie of the, of the partner business. Like I, [00:03:07] Rebecca Jones: I like that. [00:03:08] Vince Menzione: Can we get that? [00:03:09] Rebecca Jones: Yeah. [00:03:10] Vince Menzione: I’ll, I’ll, I’ll sign an agreement with you, but I really do, I feel like as we work together, bridge was always like the organization we bring in to help us. Solve the big issues. Yeah. Like that I think about your organization. [00:03:20] Vince Menzione: Yeah. And Mark, talk to me about Global Consulting services. Sure. So is it all GSIs? Is it, [00:03:24] Mark Yaphe: uh, so I head up, uh, global Consulting Partner Marketing. Okay. So I focus really on, on two key categories for the, the more sig larger, uh, GSIs. Uh, I’ve got a team that actually partners very closely with them. Nice. [00:03:36] Mark Yaphe: That helps them develop the right strategies, go to market approaches, nice to unlock the opportunity. And then for the full consulting community, I look at those mechanisms. Go to market approach is leveraging marketplace to help our whole consulting community become successful with AWS. [00:03:51] Vince Menzione: And we’ve got GSIs in the room here, which is kind of cool actually. [00:03:53] Vince Menzione: Yeah. Um, where do we wanna start? Let’s, let’s, [00:03:57] Rebecca Jones: well, yeah, we’ve got a good list of questions to go through. How’s everybody feeling? We’re we’re good? We’re awake. One more session, everyone. Alright. Okay. [00:04:09] Vince Menzione: So Rebecca, uh, across the organizations you work with. What are you seeing from the highest ’cause? I, I say you’re like the McKinsey. [00:04:16] Vince Menzione: What are you seeing from the highest performing companies? Yeah, that they do differently. When it comes to turning your go-to market strategy into outcomes? [00:04:23] Rebecca Jones: Yeah. Um, I will say the most important thing that we’re seeing from companies is they’re asking different questions, fundamentally different questions when it comes to ai. [00:04:34] Rebecca Jones: Interesting. [00:04:34] Vince Menzione: What do you mean by that? [00:04:35] Rebecca Jones: Well, we, we talked a lot this morning about there’s never been higher access, and I’ll say general adoption for tools and technology. There was a great stat this morning. Uh, I think Jay shared that, uh, from MIT. [00:04:50] Vince Menzione: We keep looking there as if he’s still [00:04:51] Rebecca Jones: sitting there. [00:04:51] Rebecca Jones: Yeah, I’m looking. Where was Jay? He, he was all over the place. Um, there was a great stat from MIT that there was, you know, if you looked at last year, 90% of pilots. Were stuck and they weren’t going anywhere. And now that’s dropped down to 70%. So there’s movement and transformation. And so when I think about that, and when I go back to the types of questions leaders are asking, um, that are really moving ahead, they’re looking at operating systems differently and they’re looking at, um. [00:05:25] Rebecca Jones: They’re asking the questions on where should I apply AI within those work streams, um, and within those operating systems, and the way in which they’re approaching that is with a product mindset. So that is fundamentally different than just the scattershot of let’s just do pilots everywhere. [00:05:44] Vince Menzione: Yeah. You’ve talked about product, uh, mindset with me as well. [00:05:48] Rebecca Jones: Yeah. [00:05:48] Vince Menzione: And I think we were gonna talk about builder mindset as well, mark, that that is a kind of a different point of view. When you think about moving from strategy to execution, how does that mindset show up inside teams and organizations? [00:06:00] Mark Yaphe: No, absolutely. Yeah. You know, the notion of the builder mindset is about, uh, taking the notion of innovation and pushing it out to the edge. [00:06:07] Mark Yaphe: Of the organization, um, the greatest ideas for innovation, the greatest things that will help you scale. They’re in the minds of your customers and the people that can best understand them and best address ’em. They’re your teams. Yeah. Your, your customer teams or your technical teams, but unlocking it. You, you want these teams to do more than just have the conversations and understand needs. [00:06:28] Mark Yaphe: You want them to be tooled and equipped to build. Yeah. So the ones that are right in front of the customers. In that moment of need where they say, I’ve got these offerings and these motions, and it gets me this far, but if I could only do a little bit more, I could delight them. I could really power this up. [00:06:45] Mark Yaphe: And so you wanna unlock that. You want to give them the tools to build, to build the POC to address specific, uh, options in the meeting. And then when they’re showing some success, show the rest of the organization how they can scale that. [00:06:58] Vince Menzione: How do you think about, because I think about big GSIs. Having huge organizations like Accenture has half a million people, and then you have customer teams that may not, are, may not be as fluent in the technology side of things. [00:07:13] Vince Menzione: Like how do you make sure that’s getting from the customer all the way to the right people in the organization and driving that loaded question. I know. [00:07:20] Mark Yaphe: No, I, I, um, you, you, you want to think about how that process works. Yeah. And there are parts of the organization. That define how do we get go to market offers in motions out to the field. [00:07:34] Mark Yaphe: Um, and they look at the whole thing and they say, well, how effective are we and how quickly can we cycle through? Yes. These activities. There’s one partner I worked with, um, they looked at this and they measure the cycle time. How long does it take me to get from pushing on an offer? Working with customers, getting feedback, and then creating new updates. [00:07:53] Mark Yaphe: A long, long time ago, like two years ago, this would take, it was a hundred [00:07:57] Vince Menzione: years ago in AI terms. [00:07:59] Mark Yaphe: Well, that’s basically it. This took about five to six months. They get about two revs a year. Now. They literally implemented a geni solution that number one uses geni to push it out to the teams, makes it bespoke on an engagement by engagement basis. [00:08:14] Mark Yaphe: It makes it relevant for their industries and their use cases. And that same tool is the feedback mechanism. So in real time it’s providing feedback. So they’ve collapsed six month cycle times to four weeks. And the punchline here is we talked about builder teams. The people that figured out they needed the solution, built the solution, and piloted the solutions were the builder teams. [00:08:36] Mark Yaphe: They were the people working with the customers. [00:08:38] Vince Menzione: I love it. Yeah, I love it. Anything to add to that? Rebecca, I know you work again, being the McKinsey of the, of the partner world. [00:08:46] Rebecca Jones: Well, I’ll, I [00:08:47] Mark Yaphe: It’s gonna stick, [00:08:47] Rebecca Jones: stick. It’s [00:08:48] Vince Menzione: gonna [00:08:49] Rebecca Jones: stick. You say it three times, that’s stick. No, I, you know, mark just hit on some really important things with the customer mind. [00:08:57] Rebecca Jones: You’re really looking at what outcomes are you trying to drive for those customers and that builder mindset, you, you’re going to hear a lot about that because companies need, as you transform, you really need to be thinking differently. And transformation takes quite a while. And while there is massive opportunity and you see the, the quickness you have to have that long-term vision and then be able to work backwards from that. [00:09:21] Rebecca Jones: And so I couldn’t agree more with the, the focus on customer outcomes. [00:09:26] Vince Menzione: So we’re in a very interesting, I’ll call it, almost a seminal point, although that’s overused in terms of where we are with AI today, right? I you mentioned like two years, feels like 10 years. Yeah. Ago, right? I mean, we’ve seen such transformation happening, but it also doesn’t feel like organizations are keeping, like, I, I feel like small SMBs actually are further ahead because they, they have to be agile, but the bigger organizations are still trying to figure some things out, right? [00:09:53] Vince Menzione: So. What needs to change around organizations, culture management processes? Like how do we bring, how do we bring everyone along on this journey? [00:10:04] Mark Yaphe: There’s a lot that needs to happen. Um, [00:10:07] Vince Menzione: yeah. [00:10:08] Mark Yaphe: One thing that struck, there’s a lot of things I, I wanted to anchor on. One that Yeah, please. It could be a relevant conversation. [00:10:13] Mark Yaphe: Both, um, as part of your, uh, partner organizations delivering outcomes to customers. And, um, it’s about focusing on the business outcomes. It can be very easy, uh, to talk about the technology and the services, but day to day, the sales organization is going into solve customer problems. They’re meeting line of business leaders in specific industries who have very specific business problems to tackle. [00:10:42] Mark Yaphe: And I think one thing that organizations can do is impress upon them that it’s critical to understand. What are the business problems that we solve for our customers that we’re serving? What are those use cases? What are the drivers for it? In the role that I’m doing in an organization, how does that move the needle? [00:10:58] Guest: Yeah. [00:10:58] Mark Yaphe: For the business outcomes, it’s, it’s not dissimilar to other things, and perhaps it’s a little bit of a pivot, but always thinking about business outcomes, I think is, um, a little bit of a change that needs to be instilled within [00:11:10] Vince Menzione: what, what are the best doing better, and where are you seeing the gaps? [00:11:16] Mark Yaphe: Couple of areas, uh, one area, um, nobody knows everything. Yeah. Nobody’s got all the knowledge. [00:11:23] Vince Menzione: Right. [00:11:23] Mark Yaphe: And so rely on your ecosystem of partners and stakeholders. Yeah. Recognize you’ll only have so much information, um, and reach out, whether it’s to your technology partners, your business partners, your hyperscalers AWS to find out what am I missing. [00:11:38] Guest: Yeah. [00:11:38] Mark Yaphe: Um, again, many years, you know, a hundred years ago, two years, two years ago, um. We’d have these conversations about, well, what use cases are you seeing and what business problems are you solving? But, but those would be in scheduled meetings quarterly. Now there are agenda items on weekly standards. [00:11:55] Mark Yaphe: They’re happening every single week. What are you seeing? What are you seeing? And further, I’ve seen some gen AI and agent solutions that actually automate how that information flows to, to make it, to accelerate. [00:12:06] Vince Menzione: Yeah, it’s, it’s absolutely amazing. Yeah. Anything on, I mean, certainly you’ve got a perspective ’cause you’re working with these organizations. [00:12:13] Rebecca Jones: I have a couple thoughts on this specifically for the partner organizations and the partner companies here. I can understand there’s a lot of, you know, we looked at a stat earlier about the AI partner opportunity and it was. $260 billion somewhere in that bracket. And that can create maybe some fomo, you know, maybe, uh, let’s go after everything in this area. [00:12:37] Rebecca Jones: Yes. And not pick and choose [00:12:39] Mark Yaphe: a [00:12:39] Rebecca Jones: shiny object. Shiny object and not prioritize. And it’s actually the opposite. It’s really understanding where your strengths are in the market. Um, who’s in your partner ecosystem? What are you bringing to market? Are you, uh, a tech company that are looking to break? Bridge and bring out services or your services company, and now that can build product. [00:13:01] Rebecca Jones: But really understanding your opportunity. What industry do you play, what specialization do you have? And go really deep and then know how to augment your partners and the ecosystem around you to make you stronger and better for the customer. So with that market opportunity, which is. Tremendous, how do you focus and prioritize? [00:13:21] Rebecca Jones: And that’s where I have observed partners. Oh, I’m a little bit here, a little bit there, a little bit here. And, and, uh, I would be curious, I mean, that’s probably pretty hard for you if a partner shows up and they’re a little bit of everything. [00:13:34] Mark Yaphe: Well, I, I resonated with a point that you made before. Yeah. I, I’ve spent, um, half my time at AWS on the consulting side working with enterprise customers, the us half the partners. [00:13:43] Mark Yaphe: It’s critical that partners understand what’s unique about them. [00:13:45] Exactly. [00:13:46] Rebecca Jones: Yeah. [00:13:47] Mark Yaphe: You it. I mean, everybody here, they’re looking at cloud migrations and modernizations and agentic, but that’s kind of part of the noise. You’ve gotta know what uniquely you do in an organization to deliver value. Are you developing supply chain for transportation companies or drug acceleration pipelines for. [00:14:06] Mark Yaphe: Pharmaceuticals. Yeah. Starting with that anchoring on your differences, I think is, is really important. [00:14:11] Vince Menzione: When I first started in the partner world, that was one of the biggest challenges and dilemmas, and I’m sure you still see it today, where I do all things. You know the partner that does the big SI that does everything, they have all the certifications. [00:14:24] Vince Menzione: I have 10,000 people trained on every technology certification, right. And then like, well what do you do? Like, and they can’t clarify. Right. Have that conversation. [00:14:33] Mark Yaphe: And then how do people, customers, [00:14:35] Vince Menzione: yeah. [00:14:35] Mark Yaphe: Or sales organizations choose you and why. [00:14:38] Vince Menzione: Yes, exactly. Exactly. So how do you get them to show up in that way? [00:14:43] Vince Menzione: Like especially if they’re like, how do you coach them through that? ’cause it feels like it’s still exists, right? This like mentality or this mindset. I can do all things, especially with the shiny objects that we’re facing today. [00:14:55] Rebecca Jones: Mm-hmm. [00:14:55] Vince Menzione: And I feel like we’re almost, I, I almost feel like we’re at a point right now where we were getting clearer and we’ve had so many shiny objects, even just in the last few months. [00:15:03] Vince Menzione: Like you were talking about how like months feels like ears, uh, you know, I’ll, I’ll use the Claude example here. Yeah. ’cause we, a lot of us pivoted and shifted and like, what do I do now as a partner in the room? Again, I think you, you mentioned the solving for business outcomes for client outcomes as opposed to chasing the next shiny object. [00:15:24] Vince Menzione: Like how do you get, how do you coach them on that? [00:15:27] Mark Yaphe: It’s always on the agenda. It’s, it’s day one conversations. Yeah. Who are you? What’s unique about you? How do you deliver value? Which customers do you focus on and with? Which use cases, and if it is a jack of all trades. Then my team, my and my team will help ’em. [00:15:42] Mark Yaphe: We know that down to specific areas of focus. [00:15:44] Vince Menzione: Yeah. So how do partners need to evolve their capabilities? Like how do they, I mean, how do they actually hone in on this? Like, you know, okay, I can state one thing, but how do I hone in on my capabilities, offerings and teams to stay relevant during this time? [00:15:59] Mark Yaphe: Um, what I’m coaching them on right now? Yeah. That’s what I is, uh, use the technology internally. The agentic tools and the gen AI tools are. I’ve been at this for a while, and the tools that exist right now dramatically expand your capability and capacity. So the thing I coach ’em is embed them in your organization. [00:16:18] Mark Yaphe: Yeah. Mm-hmm. Tackle those key things organizationally. You need to change and leverage these tools to help you accelerate. [00:16:23] Vince Menzione: And they’ll help you solve, they’ll help you solve for absolutely any of them. Right. It’s like, it’s like hiring a consulting organization to come in and solve for that. [00:16:29] Mark Yaphe: Yeah. [00:16:29] Vince Menzione: Yeah. How are you thinking through this? [00:16:31] Rebecca Jones: Well, uh, there’s a couple things I’m thinking about. Um, if you start to. I’ll stay with the customer for just a minute because you’re talking about Claude and just the dramatic improvement. [00:16:45] Guest: Yeah, [00:16:46] Rebecca Jones: that’s there. Just with Claude, uh, we start to think about highest and best use of the model because, uh, we had another talk earlier about the economic conditions and the. [00:16:58] Rebecca Jones: And so now we’re asking partners like, right, [00:17:01] Vince Menzione: the tokens. [00:17:01] Rebecca Jones: Yeah. Yep. How do you specialize and be focused by industry, by workflow, by use cases, you’re gonna start to look at what is the ROI of that investment? Is this a good enough? Look at the models, look at how you’re using that, and you’re having a token conversation because the economics might not be there. [00:17:21] Rebecca Jones: And so as you’re a business and a customer looking to transform their organization. They’re going to look across the business and figure out what are the highest and best use cases that should get that focus. And as a partner, if you wanna be in that conversation and really helping that company or that. [00:17:40] Rebecca Jones: Customer transform from where they are. It’s not only industry specialization, but it’s functional and workflow and really helping them understand what they should be using in that particular use case. So specialization is king or queen and that, um, scenario, and that’s where, you know, you ask partners today to specialize because there’s a whole economic conversation coming behind that, around how do you think about the models as that new one shows up? [00:18:09] Vince Menzione: Let’s shift from the technical side to the human side. [00:18:12] Rebecca Jones: Yeah. [00:18:13] Vince Menzione: Super important, right? I mean, we were having this conversation internally, like everybody’s saying, you know, jobs are going away, jobs are going away. I think I, I believe more jobs are gonna happen, but we’ve gotta get humans aligned properly to what their new roles will be. [00:18:29] Vince Menzione: Comments on this one? [00:18:31] Mark Yaphe: I think this is like a classic organizational transformation Yeah. Question. Mm-hmm. Where the 70, 80% of the problems are people process change. Um, I, I think there are these three areas that organizations need to focus on, and I’m gonna sound a little bit repetitive, but one, it’s okay. [00:18:46] Mark Yaphe: It’s, uh, the role of the team members have gotta be focused on outcomes, especially when things are moving quickly and there’s ambiguity. The one way that you can anchor on moving in the right direction is how do I let my customer, so one is outcomes. The second one is the builder mindset. Move from, I’m presenting, I’m hearing, but I’m gonna build things. [00:19:05] Vince Menzione: Yeah. [00:19:05] Mark Yaphe: And the last one is, uh, inspiring your team, making them competent and confident to navigate ambiguity because that is the premise upon which everybody’s operating. So those three, [00:19:17] Vince Menzione: Rebecca, what capabilities. Would be embodied in, in that organization that Mark describes. [00:19:23] Rebecca Jones: Yeah, I think that the growth mindset, you know, if you can package that around, you can either, um, think about being disrupted or being a disruptor. [00:19:34] Rebecca Jones: And if you have a growth mindset around the opportunity that’s ahead, it’s a whole different perspective of the challenges before you. I love that. And so when I think about what. Capabilities. You know, it’s the critical thinking and the judgment, human connection. We’re all here for a reason. Yes. Right? [00:19:50] Rebecca Jones: Yes, yes. And so as a leader, um, really helping set that tone and letting them see the art of the possible, um, around that vision. But it’s really, if I boiled it down to one thing, it’s having a growth mindset to the opportunity ahead. [00:20:05] Vince Menzione: Well, I wanna open it up. We have about five minutes left. Yeah. And this has been so insightful, but I. [00:20:11] Vince Menzione: I mean, I feel the energy. There’s gotta be some questions out here too. ’cause this, we have two incredible experts up here talking. I mean, and this is such an impactful conversation today. So John’s got a mic and uh, I think we’ve got some questions coming. [00:20:32] Vince Menzione: Yeah, [00:20:33] Rebecca Jones: this’s [00:20:33] Vince Menzione: a long way [00:20:33] Rebecca Jones: around. [00:20:34] Vince Menzione: Took a [00:20:34] Guest: thanks, long David Younger with. Thank you. That was great, great discussion. So, uh, you, you brought up a key statistic, uh, which is the MIT data and around the, the 90, I think it was 95%. Of, uh, businesses, uh, are not in production. And, and actually they, they went further to say that 95% of businesses. [00:20:56] Guest: Uh, we’re achieving zero ROI. And, and that was about a year ago, right? And now, and now you said the number, I think the number was quoted earlier today too, is, is shifting to about 70% of those, uh, projects in production. I’m curious to, to know as you, and I think you nailed it too, when you talk about product, right, have a product mindset or business mindset, right? [00:21:16] Guest: Not just how can I save money, but how can I actually generate revenue, whether it’s saving money or generating revenue. Where would you say. Uh, what, what percentage of companies you talk to are actually achieving real ROI would you say? [00:21:31] Rebecca Jones: Yeah, that’s a, that’s a great question. Really. Great. So I’ll go back and explain a little bit more about what I mean by product mindset. [00:21:39] Rebecca Jones: So a lot of companies did get stuck or there were just, uh, a. Large amount of pilots happening in the organization. And that’s not a bad thing. ’cause you think about, that’s a builder mindset, go and test and trial. But when you’re starting to look at true business transformation, you really need to think about where that, um, high value use case is. [00:22:00] Rebecca Jones: So a. The product mindset I’m talking about is taking a long-term view of the outcomes you’re trying to achieve and how are you going to measure those? And then look at that workflow, that function, and if you’re an expert in that function, whether that be a sales process or a marketing process, you know what KPIs your business is trying to drive today, and you start to unpack that. [00:22:24] Rebecca Jones: And so we’ve seen and what. Um, the most, uh, accelerated motion is knowing the KPIs and the measures you’re trying to achieve and then working towards that. And from there you can build, right? And you start to think and you have an ecosystem approach to that workflow or work stream. So we have seen, um, everybody wants cost on the system. [00:22:46] Rebecca Jones: Um, we have seen dramatic cost reduction in areas we’ve seen, you know. Two to three times, um, faster time to market. Um, there’s multiple things that we’ve seen as, uh, leaders really start to unpack that, understand what they’re trying to accomplish in the business, and I’m happy to go into greater detail. [00:23:06] Rebecca Jones: I know we have just a couple minutes left, but that’s just the product mindset up. How do you get started and how do you look at that long-term opportunity? [00:23:15] Vince Menzione: Really great answer. Mark, do you wanna add that? [00:23:17] Mark Yaphe: I think if you look at all use cases. Maybe 30% perform. But if you look at this across enterprise, I think each enterprise is finding very specific use cases where they’re driving ROI and and um, and so I think it’s about picking your spots, knowing who you are, identifying the top priority ones, not worrying about the broad enterprise transformation. [00:23:38] Mark Yaphe: Find those areas where you can drive value a little bit. Yeah, [00:23:41] Vince Menzione: that’s great that that’s almost a mic drop moment in my opinion. Yeah. That’s really great. Any other questions? I we’re holding every, oh, we got one in the back. I was gonna say I’m holding people up from happy hour. Yeah, [00:23:53] Rebecca Jones: just, we’ll just bring the cocktails in here [00:23:56] Vince Menzione: pretty soon. [00:23:57] Guest: Uh, Jeremy with Integral, um, um, a money question, something comparable. Uh, activator portfolio, the programs for founder firms that are trying to really get off the ground with new ideas. And there’s some comparable programs, I think with different providers. How much of that is a strategy, and I don’t wanna put you on the spot if activating portfolio aren’t the things you’re covering, but, but that money investment for startups that are trying to grow and really focus on AWS uh, the thousand dollars is the founder version that gets us in and then a hundred thousand dollars. [00:24:26] Guest: It’s a bit difficult to get into. And then there’s bigger ones after that if we attend the schools and all these things. But I’m thinking about as we all are trying to grow and really focus in AWS, which a lot of folks really wanna do with Bedrock and all the things that are kind of cool going on, it’s just. [00:24:40] Guest: Great AI focused conversation, but how is that playing into attracting more of the MSPs that are, that are trying to grow and more of the startups to really funding this idea of, of startup mentality. Hopefully that’s not too off topic, but your, your fair game [00:24:57] Mark Yaphe: was, was the question, how does funding. [00:25:01] Mark Yaphe: Attract startups in specific categories, process. [00:25:04] Guest: I think it’s, it’s about if there’s, uh, the other hyperscalers also have programs comparable. So Microsoft’s program is, uh, 150 grand to to, to build out the founder kind of, and it’s fairly easy to get into. Aw. WS is a bit harder to get into, but is that going to change as far as using that as a, as a key strategy for incubating more and more ideas to accelerate the velocity of everything you guys were talking about? [00:25:25] Mark Yaphe: I’m really not the right person. Definitely outta my wheelhouse on that. No problem. [00:25:31] Guest: Yeah. [00:25:37] Vince Menzione: And we’re about seven seconds away from uh, happy hour. [00:25:41] Rebecca Jones: I know, [00:25:41] Vince Menzione: I know. This was fantastic. I know. It was so great. [00:25:44] Rebecca Jones: Yes. [00:25:45] Vince Menzione: And I think the McKenzie thing is gonna stick. I think it is, it is. [00:25:48] Rebecca Jones: Now, mark, I’m gonna make [00:25:49] Vince Menzione: sure it does. And Mark, it was great to have you up on stage with us today. So, so great to have AWS supporting us and sponsoring the event with us and, uh, and having just this broad audience of people just so interested in. [00:26:02] Vince Menzione: Being in the room and and learning from each of you. So thank you so much today. Thank you. Appreciate it. Thank you. Thank you. [00:26:09] Mark Yaphe: Thanks for listening to The Ultimate Partner [00:26:11] Vince Menzione: Podcast. If today’s conversation resonated, share it with a partner leader in your network. Subscribe where you listen, and head over to the ultimate partner.com. [00:26:22] Vince Menzione: For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything.

3 Takeaways from my AI conversation with Michael Weinberger, CEO of Proactive Technology Management: 1. Fall in love with the problem, not the solution. Don't buy AI tools before you understand your pain points. Go slow to go fast. 2. AI is a force multiplier, not a replacement. Elevate your people. Move them from $10/hour work to $50/hour work. That's the real ROI. 3. Start meta-prompting today. Don't just ask AI questions — ask AI how to ask better questions. That's where the real power is.   --- For over 20 years, Michael Weinberger has helped small and mid-sized businesses transform technology into a growth engine. As a seasoned strategist and software architect, Michael specializes in designing and implementing custom solutions that address the unique challenges SMBs face—whether in legal, healthcare, finance, or operations. What sets him apart is the ability to combine deep technical expertise with business insight. Michael doesn't just build systems, he aligns technology with strategic objectives to deliver measurable results. From streamlining workflows to scaling operations, he focuses on outcomes that matter: efficiency, clarity, and growth. Michael's expertise includes: •

Lawyers can charge $150 an hour or more just to glance at a contract, so how are small business owners catching hidden fine-print traps without draining their budget? There's a faster, cheaper way worth knowing about. Learn more at https://paulrichman.legalshieldassociate.com/ The Digital Dominator City: Pueblo West Address: 1021 N Market Plz Website: https://digitaldominator.agency Phone: +1 743 247 8326

The episode highlights a pronounced governance gap in how small and mid-sized businesses (SMBs) are adopting artificial intelligence (AI) tools and services. New research from GTIA, discussed by Sharon Florentine, identifies that while AI use has become nearly universal among SMB end customers of IT service providers, most lack formal policies, leadership, and budgeting structure around their deployment of AI. This reflects a foundational misalignment between AI adoption rates and organizational preparedness.According to the GTIA study, 97–98% of surveyed SMBs are already using AI to some extent, yet only 20–25% do so strategically. Strategic usage is defined by having AI under a leadership role, with established policies and procedures. In addition, only around one-quarter of respondents reported having a dedicated AI budget. This suggests that despite broad AI integration, most spending is ad hoc or drawn from unrelated IT priorities. The research surveyed 520 SMBs across 11 verticals, reinforcing the generalizability of the findings.Supporting discussions emphasized that this misalignment is both an opportunity and a risk for MSPs and ITSPs. Unaddressed gaps in governance, budgeting, and cybersecurity may undermine value delivery and create liability issues. Practical challenges—such as unclear funding sources, lack of proactive customer engagement, and potential cybersecurity risks tied to unmanaged AI use—were described as persistent pain points. It was also noted that shifting to a proactive approach is essential for building trust and effective client partnerships.For MSPs and IT leaders, the operational implications center on the need to address governance and budget planning for AI while maintaining a focus on established IT infrastructure. Relying solely on existing processes may introduce unmanaged risk, particularly as customers expand AI use without adequate oversight. Providers are advised to prepare by developing frameworks for AI budgeting, security controls, and policy development, rather than diverting focus from foundational IT services. Neglecting core infrastructure and data practices in pursuit of unstructured AI integration was identified as a critical operational miscalculation. Supported by: Pax8 ScalePad

[English below]Trong bối cảnh các doanh nghiệp Việt Nam đang vươn ra thị trường quốc tế với tốc độ nhanh chưa từng có, sự khác biệt giữa việc bán hàng ra thế giới (selling globally) và thực sự vận hành ở quy mô toàn cầu (operating globally) đang trở thành bài toán chiến lược cho các nhà sáng lập Việt. Rào cản này không chỉ nằm ở sản phẩm hay tiếp thị, mà xuất hiện ngay ở tốc độ xử lý dòng tiền, sự minh bạch về tiền tệ và hiệu quả của hạ tầng vận hành.Trong tập podcast này, ông Nagesh Devata - Phó Chủ tịch Cấp cao khu vực Châu Á - Thái Bình Dương tại Payoneer, người có 30 năm kinh nghiệm trong lĩnh vực công nghệ, tài chính và thương mại toàn cầu - sẽ chia sẻ những góc nhìn về làn sóng vươn ra thế giới của các doanh nghiệp SMB cùng các nhà sáng lập thế hệ mới tại Việt Nam. Cuộc trò chuyện tập trung phân tích thực trạng chuyển dịch từ mô hình bán hàng quốc tế đơn thuần sang vận hành toàn cầu toàn diện, thế mạnh nổi bật của Việt Nam trong các mảng Gaming, Phần mềm và B2B, cũng như lý do vì sao hạ tầng tài chính chuẩn mực lại đóng vai trò quyết định trong việc loại bỏ lực cản tăng trưởng và thiết lập niềm tin với đối tác quốc tế. Ngoài ra, những tác động thực tế của AI đối với năng lực vận hành của SMBs và giá trị cốt lõi của sự kết nối con người trong các giao dịch thương mại xuyên biên giới cũng sẽ được thảo luận trong tập podcast này. -As Vietnamese businesses expand into international markets faster than ever before, the gap between simply selling globally and truly operating on a global scale has become a defining strategic challenge for founders. This hurdle goes beyond product offerings or marketing strategies, it manifests directly in the speed of cash flow processing, currency transparency, and the efficiency of operational infrastructure.In this podcast episode, Nagesh Devata - Senior Vice President, GTM APA at Payoneer, bringing 30 years of expertise across technology, finance, and global commerce, shares his perspectives on the international expansion wave among Vietnamese SMBs and next-generation founders.The conversation explores the shift from basic cross-border selling to comprehensive global operation, Vietnam's key competitive edges in Gaming, Software, and B2B sectors, and why a robust financial infrastructure is critical to eliminating growth friction and building trust with international partners. Additionally, the discussion touches on the practical impact of AI on SMB operational capabilities and the enduring value of human connection in cross-border trade.-Listen to this episode on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠And explore many amazing articles about the pioneers at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vietcetera.com/vn/bo-suu-tap/vietnam-innovator⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-Feel free to leave any questions or invitations for business cooperation at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@vietcetera.com

Send us Fan MailERP implementations rarely fail because of limitations in core functionality. Instead, they tend to break down in the final stages, where industry-specific workflows, company-specific processes, and complex edge cases drive extensive customization that can cost several times more than the ERP platform itself. This last mile is often where organizations lose control of project scope, budgets, and implementation timelines. AI-native ERP strategies are beginning to change this dynamic by shifting custom capabilities outside the ERP core. Rather than embedding complex customizations or relying on fragile bolt-on solutions, platforms such as AiSpecify enable organizations to build governed, auditable applications around the ERP, extending functionality while preserving data integrity, simplifying future upgrades, and maintaining a disciplined enterprise architecture.In this episode, Sam Gupta from ElevatIQ is joined by Sam Yen from Everest ERP where they discuss how to decide between configure, buy, or build and how AI Changes ERP Decisions.Video: https://www.elevatiq.com/events-and-webinars/configure-buy-or-build-how-ai-changes-erp-decisions/Questions for Panelists?

This is episode 870. Read the complete transcription on the Sales Game Changers Podcast website. Watch the video of this podcast on YouTube here. The Sales Game Changers Podcast was recognized by YesWare as the top sales podcast. Read the announcement here. FeedSpot named the Sales Game Changers Podcast at a top 20 Sales Podcast and top 8 Sales Leadership Podcast! Subscribe to the Sales Game Changers Podcast now on Apple Podcasts! Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! The Institute for Effective Professional Selling has launched the Partner Revenue Academy for partner account managers who are looking to become more effective active sellers. The next 6-session cohort launches on October 2. Learn more here. Today's show featured an interview with John Carey, Senior Vice President of Global Channels at SAS, and Tom Snyder, Co-Founder of Funnel Clarity. Find John on LinkedIn. Find Tom on LinkedIn.  JOHN'S TIP: "Skills are one of the biggest differentiators between AI experimentation and AI execution. If we're going to move AI into the business, we're going to need people who can connect AI initiatives to business goals. They're going to be able to prepare data, manage change, and measure outcomes."

Send us Fan MailSelecting a modern FP&A platform such as Drivetrain is no longer simply a budgeting or software decision. It is a strategic architectural choice that influences forecasting agility, data governance, cross-functional collaboration, and executive visibility across the finance organization. As CPM and EPM platforms continue to evolve, finance leaders must look beyond feature comparisons and evaluate underlying data models, integration strategies, workflow orchestration, and long-term operational fit. In this webinar, we explain why FP&A platform selection should be approached as a finance transformation initiative rather than a standalone technology purchase, highlighting why this perspective is critical for organizations transitioning from spreadsheet-driven planning to scalable, connected, and data-driven finance operations.In this episode, Sam Gupta and Shrestha Dash from ElevatIQ, Andy Pratico from Essential Software Solutions, and Phil Coerper from Ringling Business Solutions conduct an in-depth independent review of a leading FP&A platform Drivetrain.Video: https://www.elevatiq.com/events-and-webinars/drivetrain-fpa-platform-an-independent-in-depth-review/Questions for Panelists?

Send us Fan MailMake-to-stock manufacturers operate in a supply chain-driven environment where products are produced in anticipation of customer demand and held in inventory until they are sold. Unlike make-to-order businesses that manufacture only after receiving customer orders, make-to-stock organizations depend on accurate demand forecasting, inventory optimization, production planning, and efficient distribution to balance customer service levels with inventory carrying costs. These operational priorities require ERP systems with strong planning, inventory management, and supply chain capabilities, making their needs fundamentally different from those of make-to-order, engineer-to-order, and project-based manufacturers.In this episode, our host Sam Gupta discusses the top make-to-stock manufacturing ERP systems In 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=v1hrx4abjXEQuestions for Panelists?

Everyone says trust is the new moat in AI, but is anyone actually building for it end to end? In this podcast hosted by iDonate VP of Product and Engineering Nacho Andrade, Stack Overflow VP of Product Alex Lato will be speaking on why the knowledge problem hasn't been solved yet, how Stack Overflow is evolving from a developer Q&A platform into an agent-native enterprise product, and what it really means when SMBs are outpacing enterprises on AI adoption. She also gets into why hesitation is the real risk in product leadership, what clarity over consensus means in practice, and how the designer's role is quietly becoming something entirely new.

“The biggest misconception is that SMBs are not using AI or benefiting from it.” In this Technology Reseller News podcast, Sharon Florentine, Manager Research Analyst at GTIA, discusses new research showing that small and midsized businesses are already seeing meaningful benefits from AI—and creating a growing advisory opportunity for MSPs and IT service providers. GTIA, the Global Technology Industry Association, is a nonprofit membership organization serving IT service providers around the world. Its new research, End-User AI Adoption: How ITSP Customers Are Really Using AI, is based on responses from 520 SMB and microbusiness decision-makers. Florentine says the research challenges the idea that AI adoption is primarily an enterprise phenomenon. “The majority of SMBs are using AI, and they are seeing a lot of positive benefits from it,” she says. According to the study, 84 percent of respondents reported positive outcomes from AI. Businesses are using AI to improve productivity, move faster and support areas including marketing, sales, IT and security. Many are starting with tools already embedded in platforms such as Microsoft and Google, along with standalone services such as ChatGPT. Governance becomes the next priority As AI use expands, however, governance and cybersecurity are becoming increasingly important. Florentine says security risks were among the biggest concerns identified by respondents. Attackers are using AI to improve phishing and other threats, while defenders are using it for threat intelligence, vulnerability management and other security functions. “You cannot have AI without governance and cybersecurity,” Florentine says. That creates a significant opportunity for MSPs and ITSPs. Respondents specifically identified AI advisory services as something they would like from their technology providers. Those services could include identifying AI opportunities, evaluating risk, creating acceptable-use policies and helping customers expand successful AI projects. Florentine says the organizations seeing the greatest value tend to take a deliberate approach. They assign responsibility for AI to an executive, team or council, establish guidelines, monitor results and proactively address risks. For MSPs, one of the best places to begin may be their own AI journey. “Take your own experience and use that as an example for guidance,” Florentine says. “Show customers how you have solved problems using AI and help them do the same.” The broader message is that SMBs do not necessarily need to be convinced to use AI. Many are already there. What they increasingly need is trusted guidance on how to use it safely, strategically and at scale. GTIA members can access the full End-User AI Adoption research at GTIA.org.

Join Ronak Kumar Samantray, Founder and CEO of TakeMe2Space, for a deep dive into the next paradigm shift in digital infrastructure: bringing data centers into Low Earth Orbit (LEO). Having previously co-founded SaaS pioneer NowFloats—which scaled to support millions of businesses before its acquisition by Reliance—Ronak is now applying his tech background to revolutionize space infrastructure. In this episode, he explains why the current satellite model of downloading raw, unprocessed petabytes to terrestrial ground stations is breaking down, and how putting GPU-powered AI compute directly into orbit transforms satellites from simple sensors into intelligent, real-time edge data centers.

Discover how multichannel content distribution builds trust and authority for SMBs. Learn why 60% of consumers rely on social content for brand discovery and how consistent content marketing strengthens credibility and long-term growth. To learn more, visit https://redwoodbasindigitalmedia.com/ Redwood Basin Digital Media LLC City: San Jose Address: 6933 Rodling Dr Website: https://redwoodbasin.clientcabin.com

Send us Fan MailMost ERP demonstrations are designed to showcase the software in its best possible light, but they rarely reflect the complexities organizations encounter during real-world implementation and daily operations. Carefully scripted scenarios, polished user interfaces, and curated demo data can create a false sense of confidence, leading buyers to focus on visible features while overlooking critical considerations such as integration complexity, data quality, process fit, customization requirements, and implementation risk. In this episode, Sam Gupta and Shrestha Dash from ElevatIQ discuss the ERP demo illusion: how to spot what vendors don't show you.Video: https://www.elevatiq.com/events-and-webinars/the-erp-demo-illusion-how-to-spot-what-vendors-dont-show-you/Questions for Panelists?

Enterprise sales teams routinely let the majority of inbound leads go untouched simply because there isn't enough team bandwidth to work them all. In this episode, Vanessa Tabbert, VP of Agentic Transformation and Sales Development at Salesforce, breaks down how her own team deployed an AI SDR agent to recover leads that would otherwise go cold, without replacing the humans who convert the best ones. The conversation covers how to identify a low-risk first use case, why an AI agent should be coached and measured like a team member rather than launched and left alone, and how the same approach scales down to a small SMB sales team. This episode is sponsored by Salesforce. ​ To learn the exact strategies we use to help leading AI brands and startups connect with their ideal enterprise AI buyers, visit: emerj.com/AD1

Craig Taylor is a seasoned cybersecurity expert and entrepreneur with nearly 30 years of experience managing risk across industries—from Fortune 500 corporations to SMBs. As the Co-Founder and CEO of CyberHoot, he has pioneered a positive reinforcement approach to cybersecurity education, helping businesses eliminate risky behaviors and build a positive cybersecurity culture. With a background in psychology and extensive experience leading security programs at Chase Paymentech, Vistaprint, and DXC Technology, Craig specializes in incident response, governance, and compliance. A CISSP-certified professional since 2001, he is a recognized thought leader, public speaker, and advocate for making cybersecurity training engaging, fun, and effective.00:00 Introduction02:00 Our Guest02:42 Human Behavior in Cybersecurity08:32 Understanding Learning Taxonomy in Cybersecurity Training10:18 Non-Deception Based Phishing Simulations20:02 The Evolving Threat Landscape with AI31:02 The Psychology of Behavior Change38:00 The Human Element in Cybersecurity43:49 More about Craig

Send us Fan MailERP selection is no longer just a matter of comparing features. It is fundamentally an architectural decision that influences implementation success, reporting quality, operational scalability, and long-term business performance. While many organizations continue to prioritize functional fit and rapid go-live timelines, they often underestimate the importance of application architecture, data models, integration strategies, and governance frameworks. Overlooking these foundational elements can introduce hidden risks that only become apparent after deployment, resulting in disconnected workflows, inconsistent reporting, data integrity issues, and limited opportunities for automation and future innovation.In this episode, Sam Gupta from ElevatIQ is joined by Tim Nargassans and Brian Colville from Velosio where they discuss AI & data architecture considerations in ERP selection.Video: https://www.elevatiq.com/events-and-webinars/ai-data-architecture-considerations-in-erp-selection-reducing-implementation-risk/Questions for Panelists?

FreightWaves Today hits the road for a special episode live from ShipStation Global headquarters in Austin, Texas, as Craig Fuller and Zach Strickland break down the latest forces shaping freight, logistics and the broader economy. The show opens with a look at the current freight and economic environment, including rising transportation and warehousing costs, inventory management challenges and the growing gap between truckload and intermodal pricing. Craig and Zach discuss why shippers are becoming more selective with inventory and SKUs, how uncertainty around demand and interest rates is influencing supply chain decisions, and what elevated costs could mean for the remainder of the year. They also dive into the extraordinary investment surrounding AI and data centers. With corporate profits climbing and massive infrastructure projects driving industrial activity, Craig and Zach examine how the AI boom is affecting railroads, construction, manufacturing and blue-collar employment. They also discuss the growing community backlash against hyperscale data centers and why the technology industry's messaging around AI could become an increasingly important part of the conversation. Then, ShipStation Global CEO Tom Madine joins the show to discuss the combination of ShipStation and Worldwide Express and what the newly integrated company is building for shippers. Madine explains how ShipStation Global is bringing together ShipStation's e-commerce shipping technology with Worldwide Express' transportation and freight expertise to create a more unified logistics platform. The goal is to give small and midsized businesses the ability to manage more of their supply chain from a single place instead of jumping between different providers and systems. A major focus is ShipStation's newly launched LTL offering. Madine explains why LTL was one of the most requested additions from ShipStation customers and how integrating freight directly into the platform can simplify inbound inventory movements, middle-mile transportation and other shipping needs that previously required merchants to leave the ShipStation ecosystem. The conversation also explores why transportation decisions can't simply come down to finding the cheapest rate. Service reliability, damage risk, estimated arrival times, carrier selection and the consequences of a failed shipment can all dramatically change what "best" means for an individual shipper. Craig, Zach and Madine discuss how data and intelligence can help businesses make better transportation decisions, particularly for smaller companies that don't have dedicated logistics teams or the resources to constantly monitor freight market cycles. Madine also lays out ShipStation Global's larger vision: bringing parcel, LTL, truckload, final mile and potentially additional transportation modes together into a more unified experience. He explains why simplifying logistics could be especially valuable for entrepreneurs and SMBs already balancing everything from finance and accounting to marketing, inventory and product development. Finally, the conversation turns global. Madine discusses ShipStation's presence across North America, Europe and Australia, the company's hundreds of parcel-carrier API connections and its ambition to become a truly global shipping technology platform. Topics include: • ShipStation Global's new LTL offering • The ShipStation and Worldwide Express combination • Bringing parcel, LTL and truckload together• Freight market cyclicality and SMB shippers • Using data to improve carrier and shipping decisions • Why the lowest freight rate isn't always the best option • Rising transportation and warehousing costs • Inventory management and changing shipper behavior • Truckload versus intermodal economics • AI, data centers and industrial freight demand • Corporate efficiency and the AI investment boom • The growing economic importance of hyperscale data centers • ShipStation Global's international expansion • The future of multimodal shipping technology FreightWaves Today brings together the latest freight market intelligence, transportation news and conversations with the leaders shaping global supply chains. Subscribe to FreightWaves for more interviews, market analysis and breaking news from across trucking, logistics, technology and the global supply chain. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

PCI DSS 4.0.1 has been the standard for a while now, but a lot of organizations are still stuck on the same handful of requirements. In this episode, Jen Stone sits down with Matt Halbleib, Director of Assessments at SecurityMetrics, to break down where SMBs keep getting tripped up — and how to fix it. Key topics covered:Why you need to read the actual standard (not just the summary of changes) — and why the PDF version matters Getting senior management buy-in and putting a real project manager behind your PCI program Scoping: what's actually in scope, and why it's worth revisiting What replaced the old org-wide risk assessment, and how to build one Why MFA got bigger in 4.0.1, and where it now applies New service provider requirements, including the responsibility matrix Logging and alerting: what's changed, and where AI actually helps Password requirements, including the jump to 12 characters, and why a password manager beats a memorized passphrase Compensating controls: what they're for, and why they should never be permanent Matt's honest take on the customized approach E-commerce and payment page security (Req. 6.4.3 / 11.6.1)Matt Halbleib has worked in information security for nearly 19 years, almost all of it at SecurityMetrics, where he now leads the assessments team. A note from Jen: We built Practical Cybersecurity because we were tired of the fear-mongering in this industry. Security shouldn't be a secret club.Whether you're trying to figure out PCI compliance or need a pen test, my team at SecurityMetrics can help you out: https://www.securitymetrics.com/contact/lets-get-you-to-the-right-place But if you just want to learn how to protect yourself for free, start here:  https://academy.securitymetrics.com/ 

FreightWaves Today hits the road for a special episode live from ShipStation Global headquarters in Austin, Texas, as Craig Fuller and Zach Strickland break down the latest forces shaping freight, logistics and the broader economy. The show opens with a look at the current freight and economic environment, including rising transportation and warehousing costs, inventory management challenges and the growing gap between truckload and intermodal pricing. Craig and Zach discuss why shippers are becoming more selective with inventory and SKUs, how uncertainty around demand and interest rates is influencing supply chain decisions, and what elevated costs could mean for the remainder of the year. They also dive into the extraordinary investment surrounding AI and data centers. With corporate profits climbing and massive infrastructure projects driving industrial activity, Craig and Zach examine how the AI boom is affecting railroads, construction, manufacturing and blue-collar employment. They also discuss the growing community backlash against hyperscale data centers and why the technology industry's messaging around AI could become an increasingly important part of the conversation. Then, ShipStation Global CEO Tom Madine joins the show to discuss the combination of ShipStation and Worldwide Express and what the newly integrated company is building for shippers. Madine explains how ShipStation Global is bringing together ShipStation's e-commerce shipping technology with Worldwide Express' transportation and freight expertise to create a more unified logistics platform. The goal is to give small and midsized businesses the ability to manage more of their supply chain from a single place instead of jumping between different providers and systems. A major focus is ShipStation's newly launched LTL offering. Madine explains why LTL was one of the most requested additions from ShipStation customers and how integrating freight directly into the platform can simplify inbound inventory movements, middle-mile transportation and other shipping needs that previously required merchants to leave the ShipStation ecosystem. The conversation also explores why transportation decisions can't simply come down to finding the cheapest rate. Service reliability, damage risk, estimated arrival times, carrier selection and the consequences of a failed shipment can all dramatically change what "best" means for an individual shipper. Craig, Zach and Madine discuss how data and intelligence can help businesses make better transportation decisions, particularly for smaller companies that don't have dedicated logistics teams or the resources to constantly monitor freight market cycles. Madine also lays out ShipStation Global's larger vision: bringing parcel, LTL, truckload, final mile and potentially additional transportation modes together into a more unified experience. He explains why simplifying logistics could be especially valuable for entrepreneurs and SMBs already balancing everything from finance and accounting to marketing, inventory and product development. Finally, the conversation turns global. Madine discusses ShipStation's presence across North America, Europe and Australia, the company's hundreds of parcel-carrier API connections and its ambition to become a truly global shipping technology platform. Topics include: • ShipStation Global's new LTL offering • The ShipStation and Worldwide Express combination • Bringing parcel, LTL and truckload together• Freight market cyclicality and SMB shippers • Using data to improve carrier and shipping decisions • Why the lowest freight rate isn't always the best option • Rising transportation and warehousing costs • Inventory management and changing shipper behavior • Truckload versus intermodal economics • AI, data centers and industrial freight demand • Corporate efficiency and the AI investment boom • The growing economic importance of hyperscale data centers • ShipStation Global's international expansion • The future of multimodal shipping technology FreightWaves Today brings together the latest freight market intelligence, transportation news and conversations with the leaders shaping global supply chains. Subscribe to FreightWaves for more interviews, market analysis and breaking news from across trucking, logistics, technology and the global supply chain. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailMake-to-order manufacturers operate with a production model in which manufacturing begins only after a confirmed customer order is received, requiring close coordination across quoting, planning, procurement, production, and fulfillment. Unlike make-to-stock organizations that build inventory in anticipation of future demand, make-to-order businesses align operations around individual customer requirements, making accurate planning and execution critical to meeting delivery commitments and controlling costs. Although make-to-order is often grouped with engineer-to-order or project manufacturing, each represents a distinct operational model with different product complexity, planning horizons, and ERP requirements, making it essential to select a system that supports the specific demands of the business.In this episode, our host Sam Gupta discusses the top make-to-order manufacturing ERP systems In 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=zHepPi2IKgIQuestions for Panelists?

René Saúl spent seven years running an offline agricultural lending business in Mexico before selling it and pouring the proceeds into Kapital, a bet that the future of B2B fintech in Latin America belonged to companies willing to become regulated banks. Today Kapital is the largest B2B fintech in the region, and René is the only founder in the space who has bought not one but two banks, one of the deals agreed to on a napkin.What We CoveredWhy the future of fintech is regulated, and why that was a contrarian call in 2021René's seven years running an offline agricultural lending business in MexicoThe founding thesis behind Kapital's one-stop B2B banking ecosystemHow Mexico's electronic invoicing system became Kapital's underwriting moatThe "red car theory" of spotting opportunities before they arriveBuying Banco Autofin on a napkin, and growing its deposits from $150 million to $400 million in three monthsAcquiring the banking, brokerage and payments assets of Grupo Financiero IntercamBuilding instant, 24/7 cross-border payment rails on top of SWIFTClosing the small business financing gap with AI-native underwritingWhy Mexico is becoming a cornerstone of America's AI manufacturing boomThe limits of banking an economy that still runs largely on cashKapital's growth numbers and its path to a dual listing in New York and MexicoKey TakeawaysMexico's electronic invoicing mandate hands Kapital more than 50,000 data points per customer, a seven-year head start on underwriting that competitors using third-party providers cannot easily close.For large enterprises and cash-strapped SMBs alike, a banking license, not a slicker app, is what earns the trust needed to hold their money and their cash flow.Opportunities have to be hunted, not waited for. Kapital tracked potential bank acquisitions for years so it could move in days when the Autofin deal appeared.Staying liquid and profitable before either acquisition is what let Kapital move fast when the opportunity came, rather than scrambling to raise capital under pressure.About René SaúlRené Saúl is the co-founder and CEO of Kapital, which he built after selling an offline agricultural lending business that financed berry and avocado exporters in Mexico and Peru. Under his leadership, Kapital has grown into a licensed financial group serving more than 300,000 customers across Latin America, with more than $5.3 billion in assets and two bank acquisitions behind it.Connect with Fintech One-on-One:Tweet me @PeterRentonConnect with me on LinkedInFind previous Fintech One-on-One episodes

Send us Fan MailSelecting a modern FP&A platform such as Datarails is no longer simply a budgeting or software decision. It is an architectural choice that influences forecasting agility, data governance, cross-functional collaboration, and executive visibility across the organization. As CPM and EPM platforms continue to evolve, finance leaders must look beyond feature comparisons and evaluate underlying data models, integration strategies, scalability, and long-term operational fit. In this session, we examine FP&A platform selection through an architectural lens rather than a tooling exercise, highlighting why this perspective is essential for organizations transitioning from spreadsheet-driven planning to scalable, enterprise-grade finance operations.In this episode, Sam Gupta and Shrestha Dash from ElevatIQ, Andy Pratico from Essential Software Solutions, and Phil Coerper from Ringling Business Solutions conduct an in-depth independent review of a leading FP&A platform Datarails.Video: https://www.elevatiq.com/events-and-webinars/datarails-an-independent-in-depth-review/Questions for Panelists?

A persistent governance gap is evident in current IT operations, as credential management and authorization checks fail to keep pace with increased automation and AI integration. This is visible in incidents involving major vendors such as N-able (through Passportal), Anthropic's Claude, AI-based retail management at Andon Labs, and legacy industrial controllers monitored by agencies like the NSA, CISA, and FBI. The episode highlights how systems are increasingly reliant on automated actors and credentialed assistants, while foundational questions of access rights and accountability remain unresolved. The most consequential case centers on a vulnerability in N-able's Passportal browser extension, disclosed by security researcher James Arnott. The flaw allowed any website—or embedded ad—to request and obtain session tokens, enabling decryption of entire password vaults. This affected approximately 2,500 MSPs and 165,000 SMBs, with each stolen token remaining valid for 100 days. N-able patched the issue quickly, but Dave Sobel emphasizes that the responsibility for checking permitted actions within such systems is often misattributed or left unaddressed. Supporting developments reinforce this governance gap. An AI assistant exploited poor authorization in an Australian gym reservation system, canceling another user's booking without hacking or unauthorized login. Similar risks persist in industrial environments, where controllers for energy, water, and agriculture often lack basic authentication—exposing them to AI-generated exploitation scripts, according to joint agency warnings. Additionally, retail automation at Andon Labs revealed AI-driven policy lapses, where systems cannot reliably document or enforce their own rules, highlighting operational weaknesses. Operationally, MSPs face increased risk from both their own service infrastructure and client environments. The practical recommendation is to issue discrete, revocable credentials tailored to each system agent, limiting their scope and ensuring traceable accountability. Providers are advised to formally define and document their responsibility boundaries regarding access and permissions in third-party applications. These steps shift the focus from attempting to control every client-side variable to clear documentation and compartmentalization, reducing dispute risk and speeding incident investigations. 00:00 The Gym Class and the Vault 03:39 The Check Was Always a Person  06:37 Your Tools Ask the Wrong Question 10:27 Why Do We Care?    Supported by:  GoTo(LogMeIn)Proofpoint 

China's hackers pick DeepSeek OpenAI blocks a Russian influence push A webpage can mess with local AI Get the show notes here: https://cisoseries.com/cybersecurity-news-august-26-2026/ Huge thanks to our episode sponsor, ThreatDown If your current security posture is struggling to keep pace with fast-moving, identity-based threats, your business is exposed. Today's security expertise gap is real, but it doesn't have to be a permanent vulnerability. ThreatDown helps SMBs move from reactive defense to proactive, 24/7 intelligence, delivering enterprise-grade protection without the headcount. Enterprise-grade defense. Built for businesses like yours.

Switching electricity suppliers in New Jersey carries no direct fee, but SMBs on fixed-rate contracts may still face early termination costs. Here is what to check before making the move. To learn more, visit https://theenergyconsultantnj.com The Energy Consultant NJ City: Bayonne Address: 104 W 16th St Website: https://theenergyconsultantnj.com Phone: +1 201 892 2587 Email: askmike@theenergyconsultantnj.com

Send us Fan MailERP projects rarely fail because of the technology itself. More often, they fail because success was never clearly defined from the outset. Broad objectives such as improving efficiency or modernizing systems may sound compelling, but they frequently result in scope creep, conflicting stakeholder expectations, and disappointing outcomes after go-live. This episode explores why poorly defined business objectives create execution risk throughout the ERP lifecycle and explains why many unsuccessful implementations are ultimately failures of planning and alignment rather than failures of the software. It also provides a practical framework for defining measurable, actionable success criteria before ERP selection and implementation begin, creating a stronger foundation for project execution and long-term business value.In this episode, Sam Gupta and Shrestha Dash from ElevatIQ discuss how to write ERP project objectives.Video: https://www.elevatiq.com/events-and-webinars/how-to-write-erp-project-objectives-from-vague-to-measurable/Questions for Panelists?

Send us Fan MailService-centric organizations operate with business models that are fundamentally different from those of product-based companies, requiring ERP systems designed around people, projects, contracts, subscriptions, customer relationships, and financial management rather than inventory and manufacturing processes. Industries such as financial services, banking, insurance, SaaS, technology, media, consulting, and other professional services prioritize resource utilization, project profitability, recurring revenue, and customer engagement over physical supply chains. Because of these operational differences, their process requirements, reporting needs, and overall system architecture often vary significantly from those of inventory-driven businesses, making it essential to select an ERP that aligns with the unique demands of service-based operations.In this episode, our host Sam Gupta discusses the top ERP Systems for service-centric industries In 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=OEczEhiG_PoQuestions for Panelists?

Most small businesses don't have a marketing problem—they have a stage problem.

The 2026 Small Business Owner Perspective Survey by U.S. Bank gets to the heart of how technology, demographic shifts and world news have affected the attitudes and performance of SMBs everywhere. Shruti Patel, U.S. Bank's Executive Vice President & GM, Business Banking, Chief Product Officer, discusses the findings and makes a case for across-the-board optimism in tough economic times.

Fresh out of the studio, Ang Li, CEO and co-founder of Simular and previously a research scientist at Google DeepMind, joins us to explore why computer use is the last mile to AGI. Ang traces his path from studying catastrophic forgetting and continual learning at DeepMind to founding a company on a single conviction: models break in production because the data distribution never stops moving, and the only place to close that loop is the real world. He explains why the chatbot metaphor misleads enterprise buyers, why the right unit of measurement is tokens per task rather than price per token, and how the power law of practice should make an agent cheaper every time it repeats the same work. He separates capability from reliability through pass@k and pass^k, argues that deterministic work belongs in code rather than in a model, and makes the case that frontier labs exist to sell tokens while Simular exists to remove them. Last but not least, Ang shares his test for AGI — one you feel rather than see — and what it will take to bring autonomous work down to the cost of water."So when I go to the gym, [doing] the same workout everyday, as I do this more and more, more reps, more sets, I don't even need to think. It's called muscle memory. I just do the same in a standard way, my consumption or my tokens in my brain dramatically drops. And there's a term describing this behavior in human cognition called 'the Power Law of Practice'. So that's the whole idea. Do we see power law practice in AI agents? We don't have that yet."Profile: Ang Li, CEO and co-founder of Simular AI X: https://x.com/angli_aiLinkedIn: https://www.linkedin.com/in/angli-ai/Simular AI: https://simular.aiEpisode Highlights: [00:00] Quote of the Day by Ang Li from Simular[01:09] Why AGI arrives through the mouse and keyboard[02:27] Legacy systems with no APIs block automation[03:45] Computer use is the last mile[04:05] One device, a hundred agents in the cloud[05:51] The gap between research and production[07:45] The day Covid became a dominant search keyword[08:13] Continual learning over evolving distributions[09:21] Catastrophic forgetting remains unsolved[10:11] Why the learning loop requires a product[11:04] Why AGI must be built commercially, not academically[12:23] Chat versus work: two different problems[13:40] Every company needs a repeatable playbook[15:10] Tokens per task beats price per token[16:13] Same task 100 times, 100 times the tokens[16:34] The gym analogy and the power law of practice[18:18] Where the scaling frame breaks for computer use[20:46] Why AGI will not be a single model[21:43] The 72.6% peak versus repeated-run reliability[22:32] Hiring analogy: the interview versus daily work[25:22] Replaying trajectories to drive token cost down[26:17] The idea almost nobody in the industry discusses[29:01] Democratising autonomous computers to the cost of water[30:26] SMBs, not enterprises, are the real market[32:59] Why healthcare and insurance came inbound[34:06] Launching Sai on Windows virtual machines[34:38] Simulang and the unity of opposites[35:52] Frontier labs sell tokens; Simular removes them[38:01] The hidden cost of self-hosting open models[39:23] Why CPU and memory matter more than GPU[41:10] You only have two hands: the physical constraint[42:48] The AGI test you feel rather than see[44:19] Why humanoids take longer than software[45:23] The motivation: doing your work from the forest[47:03] What Great Look Likes for Simular AI[48:34] ClosingPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

Send us Fan MailFinance organizations are under increasing pressure to deliver faster insights and support better decision-making, yet many still depend on fragmented systems, manual reconciliations, and static reporting that prolong month-end close cycles and delay financial visibility. As a result, AI-native ERP represents more than a technology upgrade—it fundamentally changes how finance teams operate, report, and scale. In this episode, we explore what AI-native ERP reporting looks like in practice, including capabilities such as multi-entity consolidation, multi-currency reporting, custom financial dimensions, and real-time drill-down to transaction-level detail. We also examine how AI agents are streamlining the financial close by automating accrual drafts, identifying missing journal entries, and orchestrating structured close activities, helping finance teams reduce manual effort while improving accuracy and accelerating reporting.In this episode, Sam Gupta from ElevatIQ is joined by Hank Sun from Campfire where they discuss how Campfire AI-Native ERP can eliminate the month-end grind and automate finance.Video: https://www.elevatiq.com/events-and-webinars/campfire-ai-native-erp-how-it-eliminates-the-month-end-grind-and-automates-finance/Questions for Panelists?

https://youtu.be/jPTlkjF8M-c Tanner Taddeo, CEO and Co-Founder of Stable Sea, is driven by a mission to bring Wall Street-grade financial services to Main Street while embodying the principle Stay Put in Your Convictions. By combining blockchain technology, stablecoins, tokenized capital markets, and AI advisory services, Tanner helps businesses access investment opportunities, put idle cash to work, and move money globally with greater speed, transparency, and capital efficiency. In this conversation, Tanner introduces The Lionel Messi Startup Framework—Develop a High-Level Thesis, Talk With and Learn From the Market, Run 30-Day A/B Tests, Iterate Your Offering, and Stay Resolute With Your Convictions. He explains why founders should observe patiently, validate their ideas with customers, and act decisively when market opportunities emerge. Tanner also discusses balancing long-term conviction with continuous experimentation, unlocking 24/7 liquidity through tokenized capital markets, reducing friction in cross-border payments, and finding urgent “morphine” problems that customers cannot afford to leave unsolved. — Stay Put in Your Convictions with Tanner Taddeo  Hello everyone. Steve Preda here, and my guest today is Tanner Taddeo, the CEO and Co-Founder at Stable Sea, an autonomous treasury management platform that helps finance teams and global businesses access capital market products and move money around the globe to 40 currencies with the cheapest FX rates. Tanner, welcome to the show.  Steve, thanks for having me. Excited for the conversation today.  It’s very interesting that this is how you position your business because most businesses in your industry, as I see them, position themselves with low transaction fees, but really their money is made on the FX. So if you do preferential FX rates or cheap FX rates, that can be a very transparent way of getting business. So I don’t know if that connects to your personal why, but I’d love to learn about your personal why and how you manifest it in your business.  Yeah, definitely. At Stable Sea, we’re very mission-driven in terms of everything that we do. The team itself comes from Block, which was formerly known as Square. Yeah. And everyone on the team has been focused on building products for the real economy, for consumer use cases, for business use cases, et cetera, over the course of everyone’s career.  And so when we started at Stable Sea, our primary thesis was, with blockchain, with stablecoins, with some of the tokenized capital markets products like money market funds, bonds, equities, et cetera, that are coming on-chain, how can you really take Wall Street-grade financial services and provision them out to Main Street for businesses that need them the most? And so the why for Stable Sea, for myself, for the team, is really around helping businesses drive greater capital efficiency in their operations. And we service businesses in the real economy that typically make widgets or some sort of physical hardware devices, and they need to send them around the world.  We help them because we give them access to different types of capital markets products, so money markets and private credit and fixed-income products, et cetera. And then we help them move their money around the globe a little bit more efficiently than they could with either their state bank or their credit union or some third-party cross-border payments provider. Because our firm thesis has always been, if you and I ran Coca-Cola or a large organization, we would have the best-in-class transaction banks helping us put our idle capital to work at every point in time during the day.  If you and I ran a steel manufacturing company in Missouri, you typically have a checking account and QuickBooks, and that’s about it. And so for us, it was always about helping businesses grow, save more money, and then operate more efficiently with some of the new technologies that are out there today.Share on X  So that means, presumably, that what you focus on is more about the investment side of the business rather than crypto and blockchain, and helping people access financial products through the blockchain. Help me understand a little bit what you do and how it is different from what people can get from banks?  Yeah. So everything that we do, all the technology that we build and provision, is on-chain. So all of the capital markets products are tokenized. So tokenized bonds, tokenized equities, tokenized fixed income, tokenized money markets. All of the payment services and settlement services that we offer are through the use of stablecoins, and we can send that around the globe, settle it instantly, and then have low FX rates off the back of that. And then we have some of our AI advisory services.  But from a broad paintbrush perspective, at Stable Sea, you’ve got three products that hang off of our platform. You’ve got capital markets, you’ve got global settlement, and you’ve got advisory services. And then with all of that, we share a common architecture, and that architecture is built across many different blockchains. And then we utilize stablecoins and we utilize RWA tokens, or real-world asset tokens, to provision those use cases.  So everything that we do is stablecoin-native, but we don’t lead with that from a messaging perspective. And the reason we don’t lead with that from a messaging perspective is that if you and I ran a bakery here in Brooklyn, New York, and we had a point-of-sale terminal that just got offered RTP access from the Fed for instant settlement, the bakery owner doesn’t really care about the technology underneath it.  They just care, “Do I trust it? Is it going to get me my money quicker, and is it going to be cheaper than my current alternative?” How it happens, not very many people care unless you’re in the industry and you’re a builder, product manager, et cetera, and you want to nerd out on the actual mechanical nature of how the product works. But for us, it’s always been leading with the narrative of, what is the value proposition and how can we drive greater value to the businesses? So that’s how we lead. But to your point on what the difference is, with any new technological paradigm that occurs, rarely is it so disruptive in nature that folks can’t recognize it.  Everything that happens in terms of the innovation paradigm is typically you stand on the shoulders of giants and you make things incrementally better. And so for us, what we do with capital markets is, the first value proposition is that many businesses in the United States just don’t have access to a diverse array of capital markets products. So the first thing that we have done is just provision access, which is an innovation in and of itself because in the traditional markets, if you want to access a money market fund or a fixed-income product, you typically have high hurdle rates, meaning that as a business, you need to invest at least $10 million at the asset manager in question.  You need to hold that there so then you can get access to all these products. With us, you don’t. There’s only a $1 minimum to clear, so I think most folks can handle a $1 minimum. And then secondly, as things go on-chain, the value proposition there is that you have 24/7, 365 liquidity and tradability. And so what that means is that, just from a money market fund perspective, the interest accrues daily and it pays out daily.  So you get this interest that is dripped into your account daily as opposed to waiting for a month. You also have the ability—so let’s say that you and I run this bakery in Brooklyn. Let’s say that we close our business on Friday, and we’ve got $100,000 sitting in our checking account, and we’re closed on Saturday, Sunday because it’s the July 4th holiday. So we know $100,000 is just going to be sitting in our checking account Saturday, Sunday, not being put to work. With Stable Sea, you can put that to work in a tokenized money market fund because it operates 24/7, 365.  So what we see is businesses now that close their books on Friday can just do an auto-sweep into a money market fund, generate yield Saturday, Sunday, get back to U.S. dollars for their open of business. And again, it’s one of those things where it might not sound like the most revolutionary concept in the world, but if you can help businesses, especially in the mid-market, lower mid-market, operate a little bit more efficiently, I mean, saving an additional $20,000, $30,000, $40,000 a year is a big value-add to them in the real economy, right? If you’re a large Fortune 100 company, you probably don’t care, or it’s not as valuable. But for us, the companies that run on us, these small increments, standing on the shoulders of giants, a small derivation in innovation is actually really valuable for the end user.Share on X  Well, I think it is because, looking at the inverse of it, I used to be in banking, and I know that one of the biggest moneymakers for banks is float. Yeah. So it’s basically the money that doesn’t earn interest, which they have access to just because they cash the check a day later or make the wire two days instead of one day. And essentially, what you’re doing is you’re taking this money from the bank and you’re giving it to the company that actually should have it in the first place, right? Yep.  Then the question is, how are the banks going to survive if you take away their bread?  Yeah. That is the debate that’s happening right now. I think if you’re one of your G-SIBs, your major banks, you’re going to be okay. So the top 25 banks in the U.S. are going to be just fine, and they make money in tons of different ways, and you’re not going to disrupt that trust ultimately. In the long tail is where I worry because a lot of credit unions and a lot of state banks, they just don’t offer—they’re smaller banks, right?  So they’re not managing—they don’t have a ton of money by virtue of assets under management. So with the deposits that they receive, they need to turn around and recycle that because it’s fractional depository lending, meaning that if I have a checking account, I put 10 grand into it, the bank is then turning around with that 10 grand, making money on it somehow. And you have to think, how does the bank actually make money on that? Well, they typically make it through debt facilities, so mortgages, auto loans, student loans, cards, et cetera.  They’re putting it to work in high-margin financial products back into the economy. They’re not taking that and then buying some money market fund from an asset manager where they make 10 basis points and provisioning that out to the businesses, right? There, I think that we’re seeing a lot of companies move off. They’re taking their money from their checking account, moving it to Stable Sea because we can put it in these capital markets products.  I think that overall, that’s a net positive for the business because the business now has a higher degree of operating capital on hand that they can make money with. But by the same token, if the state banks and the credit unions don’t wake up and respond to this, their depository base will be, if not fully eroded, tarnished and diminished. And what that means for local community health, I’m not sure because banks do play a very important role, especially credit unions and local banks.  You know your local community the best, and so you lend back into that community with the deposits that you receive from that community. So there’s a cyclicality to it which has some poetry in it. And so it’s not apparently clear to me that some of this stuff is going to be a net positive. But at the same time, living in one of the most capitalistic countries and markets in the world, there’s a clear demand for this, and if the banks aren’t going to wake up and serve it, we’ll be there to help businesses do what’s best for them.  Yeah. It’s the invisible hand, right? You increase the efficiency, which will force the banks to also increase their efficiency. And yeah, the smaller banks might have to be more innovative. But they are more nimble, so maybe there are other ways that they can serve the community.  So I’d like to switch gears here and talk a little bit about frameworks. So this is a podcast of frameworks, and 350 episodes in, I’m always looking for some kind of a framework, shortcut, a mental model that you have come across or developed yourself that helps you make more sense of the world around you, get something done. It can be explained in three to five steps, something like that, which the listeners might get some ideas out of and be able to improve their businesses. So what comes to mind for you?  Yeah, two things. I’ll start with a high-level analogy and then go a little deeper. It’s the World Cup right now, so I don’t know if you or any of your listeners are following the World Cup. But if you watch Messi play, his playing style is a great analogy for startups. And whether that be a startup externally where you raise venture capital, or even just intrapreneurship if you’re inside of a big company and you’re on an innovation team, et cetera.  From the outside, it looks like startups are always building things and they’re always moving fast, et cetera. But in reality, if you watch Messi play, Messi really doesn’t move that much on the pitch. He just sits around, he observes, he watches, and then when a hole opens up and some opportunity opens up, he breaks for it, and then he goes and executes. But he spends the vast majority of time just sitting there, tinkering, observing, watching. And then if you’re watching him, you’re like, “He’s not working that hard. He’s just sitting around.”  And then he goes and executes. But he’s always observing, he’s always watching, and there’s a real learning in that. I feel like Silicon Valley, as it relates to startups, there’s this pressure that you always have to be building, you always have to be shipping, you always have to be constantly grinding. I think that wisdom is actually counterintuitive because you want to have a thesis in the market, and then you want to be able to test that thesis quickly. So in some respects, you do want to be shipping all the time.  But you don’t want to be working for the sake of work. You want to have a thesis in the market. You want to be building towards that thesis that will happen in the next six months, 12 months, two years. And then you always want to be learning and talking to the market because when that hole does open up, you’ll have the right product at the right time to go and execute on. So I think that's something that we have learned: being patient and staying resolute in your conviction that what you're building is right.Share on X And it can’t just be a gut feeling. It has to be validated by the market.  So we do a bunch of A/B tests every 30 days where we have an idea about a feature or a product or a direction we want to take it. And the thing is, if you can’t get five CEOs on the phone in 30 days to validate if a product is going to be interesting or not, then that’s a signal in and of itself, right? So for anything that we do, we always have a thesis on the market, and then we spend 30 days testing it. And at the end of those 30 days, we get some feedback.  The reason why we do these A/B tests, just to drill down into one level further, is that the idea of a startup or a product that you have in your head, it’s a living entity. It’s always evolving on the basis of who you talk to, what your team is thinking, what you’re reading in the market, et cetera.  And then you’re trying to take that living concept and plug it into a market. But the market itself is also living, right?  You’ve got regulations, you’ve got different macroeconomic cycles, you’ve got companies that have budget, don’t have budget, people getting laid off in different organizations. The market itself is living and evolving. So you have this idea that is living and evolving, and you have a market that is living and evolving, and you need those two things to stick together. And so for us, we’re always wedded to this concept that product at time A is not going to be product at time Z. You need to constantly be doing A/B tests to figure out what that right fit is.  And then when you have that fit, you need to double down on it and grow it into a line of business. But you also need to recognize that there are very few businesses in this world that have been around for more than 200 years, if at all. So whatever your original product idea is, or whatever the feature that gave you product-market fit is today, you have to consciously be aware that, “Hey, that’s not going to be the thing that gets us to IPO in five years’ time.” So you can’t be lulled into this false sense of security. You always have to be waiting, observing, testing, experimenting, growing, and then if you see opportunity, you strike.  Yeah, this is fascinating. Especially now, things are moving very fast with AI creating capabilities all the time for people to test products or to create capabilities that then get disrupted in a couple of months. So it’s interesting that you say that you have to stay resolute in your conviction. So there is a tension there. You build a thesis and you stay resolute, but then you’re testing and the market might tell you not to be resolute.  And then you also told me that companies don’t live forever. So how do you resolve this tension of being stable with your thesis and not letting your conviction be upended, but also being nimble in the changing market dynamics and everything to respond to? So how do you manage the tension?  Yeah, it’s a good question. There has to be a high-level thesis, right? So for us at Stable Sea, it is as simple as: In 10 years from now, will more finance teams and businesses be on-chain or off-chain than today? And so our high-level conviction is, in 10 years’ time, more businesses will be running their treasury stack on-chain. So that’s our conviction. We know, come hell or high water, that is going to be where the puck is going to be in the future, and we’re going to skate to that future.  So if you start with this high-level conviction that more companies are coming on-chain, that is what we’re building for. Now, how they come on-chain is a matter of debate, which is where the A/B test comes in, right? We originally thought it was going to be for payments. So we built all the stablecoin infrastructure to do global payments in 40 different markets.  Turned out to be not the case, actually. And then we started tinkering as we saw the data coming in and were like, “Okay, some companies are using stablecoins for payments, but there’s a bunch of inefficiencies. That world’s still going to take two or three years to wake up. Where is the wedge in the market today?” And so when we started experimenting with capital markets products, we found that there was this massive opportunity that businesses just didn’t have access to a diverse array of yield-bearing strategies, and they wanted that.  And so that was where we were like, okay, let’s get businesses into the on-chain economy through capital markets. And then what we’re finding is, as folks come onto the platform, everyone uses us today for capital markets, and then 20, 30% of our companies say, “Actually, I do have a cross-border payment need, and I already hold money with you. Can you facilitate that payment or that settlement to Mexico, Colombia, Brazil, South Africa, et cetera?”  So for us, when I say you need to stay resolute in your conviction, our why is always: We want to take Wall Street-grade financial services and provision them out to Main Street.Share on X The conviction behind that is that you can do that through on-chain technology. And then in 10 years from now, more businesses will be on-chain than off-chain. How we get to that future in 10 years, who knows, right? And that’s where the fun of the startup is.  You’re always testing. And so for us, we’ve waxed and waned on different product strategies, primarily because the market has changed. And as people start to educate themselves on what the value props are, you see where folks find value, and then you build to that value. And in theory, in three, five, seven years, we should be living in a world where more companies are operating on-chain, and then they might use that full product suite.  But out of the gate, it’s kind of like, where is that value, that wedge? You charge as hard as you can into that wedge, and then you continue to expand your product set over time. All with that high-level conviction of, in 10 years from now, we believe that more businesses will be on-chain than off-chain.  So basically, you want to find the point where you can penetrate that market opportunity, and then it’s a land-and-expand kind of thing. And then you expand from there as the market opportunities evolve over time. But you already have a customer, you’re already building trust with them, and now they’re going to be more disposed to buying from you.  Yeah, that’s right. And I think it’s interesting from a mental place being a startup because you’re forced to think so short-term because you just need to generate revenue, get to the next capital round, et cetera. So you’re always building for the moment. But what we try to do at Stable Sea is we try to think as if we were already a Vanguard and a large company, to the extent that we have the luxury of planning for 10 years.  If you think about it in that regard, it takes a lot of the day-to-day anxiety away. It’s a little bit like, if you listen to Warren Buffett, any time that there’s volatility in the market, he’s like, “Well, it doesn’t really bother me because I’m investing for 50 years.” So, is it up 20%, down 20%? Who cares? In 50 years, it’s going to be up 200%, so that’s all I’m worried about, right? And there’s a real luxury when you come and think about it that way. So that’s why I think if you’re founding anything, or if you’re starting something inside of a company as an intrapreneur, you need to have a strong conviction on where the market’s headed in five or 10 years, and then you need to test towards that future. But that also makes the day-to-day operations of the business a little bit more palatable.  So often, you can get caught up in this whipsaw of, “Big Company A launched this product. Regulation came down, wiped out this company. This competitor raised a Series C, and they have way more money in the bank than we do.” And so you can get caught up in all this minutiae, but it doesn’t really matter if you sit back and you say, “I know that I’m going to find a way to make this business exist for the next 10 years.” In 10 years’ time, what does the future look like? Do I feel strongly that that’s going to be the case? Cool. I’m going to build towards that future. And then whatever the headwinds are in the interim, they’re just short-term temporal problems that kind of come and go along.  Yeah. I mean, I totally agree with you. And interestingly, 20 years ago, or 25 years ago, I didn’t feel like I had enough time to think that long term. But now that I’m older, I actually am more patient to have the long view, which is very counterintuitive.  And Dan Sullivan, who is a coach and the founder of Strategic Coach, he is now, I think, north of 80, and he has this thesis that even at his age, he has a 25-year plan, and that allows him to actually create more value. So that’s fascinating. So switching gears here, what drives growth in your business right now?  Yeah. So we govern the business with an assets under management model. So we have USDC, we’ve got money market funds, we’ve got fixed-income products, we’ve got Bitcoin on platform. So we just look at overarching platform balance. And so that’s the primary, very simple heuristic for how we define success: Is that thing growing month over month, quarter over quarter? That’s how we define growth and measure our growth.  But again, the value prop in terms of what drives that, why do companies actually sign up to Stable Sea? Primarily because they just don’t have access. Almost every business that we have talked to so far, and honestly every business that I’ve interacted with, has idle cash sitting in a checking account someplace. Full stop. And that idle cash could sit there for the weekend, i.e., two days, or it could sit for a quarter. If you’re gearing up for quarterly bonuses in Q1, you will escrow a million, $2 million in Q4 so you can pay out in Q1. Not just the U.S. economy, but every economy, there’s just cash sitting around at a bank, and it’s being underutilized.  And so for us, when we go and finally chat to businesses in the mid-market, lower mid-market, even SMBs, we have a customer on platform that invests $2,500 every week. It almost looks like a checking account, or almost looks like retail behavior in some ways. But they do it because they say, “Hey, I don’t make a lot of money with my business, but if I can eke an additional two, three grand at the end of the year, that’s valuable to me.” And there’s a real poetry to that because they’ve never had access to it. They’ve always wanted it.  But banks, large and small, won’t go build for the long tail of the economy. And so finally, we show up and we say, “Hey, here’s your menu of investment options. Here’s the risk profiles. Here’s how you should think of it. Based on the seasonality of your business, we can get you into the right products.” There’s real utility there, and that’s what kind of drives the value proposition and the growth of the business and the business’s assets under management overall.  So you’re looking for opportunities where you can be additive to customers, where there’s a situation where maybe there’s a gap in the market or there’s friction that they are experiencing with investing their money, and you can be the wedge in that situation and offer them a 3X better solution.  Yeah. Correct. Correct. And again, our tagline internally is, “Keep your bank, upgrade your capital.” Because we really don’t want to compete with the checking account. Where you run payroll, where your invoices land if someone pays you, your day-to-day spend, keep your banking relationships because it’s very difficult to usurp that. And also, we don’t want to get into that. That puts us squarely in this neobank realm where you’ve got great companies like Mercury and Rho and Ramp and Brex and a thousand other companies there.  We don’t really want to go compete with that. We’re more of, if you had the privilege of working with some of the largest transaction banks in the world, that’s what we’re trying to be and essentially provision those services out to the real economy, which is typically access to capital markets, access to global foreign exchange for payments and settlement, and then advisory services, tax reporting, et cetera.  Almost like a democratized private banking service.  Yeah. Yeah. All of us at Stable Sea, we’re trying really hard to steer away from the banking narrative, but yes, in the future, if you take that 10-year perspective, yeah, we will most likely be a private banking solution, a democratized version of that.  Yeah. Fascinating. So what’s one thing that you’re actively trying to figure out right now in your business?  Yeah, it’s a great question. I mean, the one thing that we’re actively trying to figure out is two things, really. One is, so we build directly into ERP systems like QuickBooks or NetSuite or Oracle or SAP, and we have advisory services. So we take a lot of that data, we build our own model weights on top of it, and then we offer that out to our customers so that they can essentially query their own transaction data and use it for different services.  Now, we’ve got strong signal on the first value proposition for that, but I’m curious mostly for owner-operators in the real economy: What are their biggest back-office pain points? And that’s something that we’re trying to figure out because we hear a lot, “Yes, we don’t have access to savings products.” Okay, we can solve that today. “Yes, cross-border payments are frustrating, slow, and expensive.” Yes, we solve that today.  So we’re looking for that third pillar. One of our VCs always talks to us about morphine versus vitamins, where it’s kind of a crude analogy, but if you go to the hospital and you’re in dire pain, you don’t want to be sold vitamins. You want some morphine, and that’s what you’re going there for, right? And when you’re in a startup and you create products, you’re really looking for that morphine of, people just cannot live without this product. And then you can sell all the value-added services around it, which are essentially the vitamins.  And so for us, we’ve found two morphine-like products where there’s a real pain point for accessing capital markets. Primarily, there is no ability to access that today. And then second, cross-border payments: slow, difficult, expensive, opaque, all the things. Solved that. So the third one that we’re trying to figure out now is: How do we A/B test quickly enough to figure out—we have a treasure trove of data building into ERP systems—what is the highest signal-to-noise product that we can build using a diverse data set to help owners operate their back office a little more efficiently?  So you say highest signal-to-noise. Is it the ratio of signal to noise? So what is the product value which you can detect as being a need in the market? Is this what you mean by that? Yeah, yeah. It’s like, what is that one pain point that is so resolute that people are like, “I would do anything to have this thing solved”? There’s all these value-adds like cash flow reporting and automating some of your tax stuff at the end of the year, which are all nice-to-haves. We’re curious. We’re trying to figure out what it is that folks will say, “I’ve got all this data in my ERP system. I would love to know one, two, three things and have A, B, C automated so my back office can run a little bit more efficiently and my accountant doesn’t have to ask me every quarter-end, ‘Where is X, Y, and Z statement?'”  Yeah. I mean, I’ve got some ideas, but I’m sure that you’ve already thought about most of it, so I’m not going to share them. So if someone is listening to this who is a small business or medium-sized business, and they’ve got some cash just sitting around, or they’d like to invest, but they don’t have big enough balances or the transaction costs are prohibitive for their size of investment, whatever the reason, but they are curious about exploring how to have access to better FX rates, more investment products, where can they learn more, and how can they connect with you?  Of course. Well, connect with me on LinkedIn, Tanner Taddeo, pretty easy to find. And then the platform is stablesea.com. So, free to sign up, no cost whatsoever. Also, no cost to use the platform at all. So feel free to sign up right online, and then, yeah, typically it takes us two days to run through the KYB document requests, and then you’re up and running. So, pretty simple. Stablesea.com, free to sign up and start putting your capital to work. Awesome. We try and make it as seamless as possible.  So I’m just wondering, the name of the company, is it something to do with stablecoin? Is it a sea of opportunities for stablecoin?  It was stablecoin for sure. So we started with the word “stable” and then “sea” because we wanted to provide a sea of liquidity. Both for FX, because we do B2B settlements, which are typically large transactions, low volume. You’re not doing twenty $10 million transactions a day. You’re typically doing one $10 million transaction a week or every other week. But you need a deep pool of liquidity to service that.  And then also, from a capital markets perspective, we wanted to be able to provide a sea of liquidity there for different investment options that companies could access based on the seasonality of their cash flow or the risk tolerance that they have as a business. So stable meets sea, so Stable Sea.  Okay. Well, if you want to keep your bank but upgrade your capital, then reach out to Tanner Taddeo, the CEO and Co-Founder of Stable Sea. He’ll get you more investment opportunities that maybe you have not had access to. And if you enjoyed this episode, make sure you subscribe and follow us on Apple Podcasts. Do not miss any episode with exciting entrepreneurs like Tanner. So thanks, Tanner, for coming, and thank you for listening.  Thank you, Steve. Important Links: Tanner's LinkedIn Tanner's website

Anika Jackson sat down with Mark Williams, founder of NUUX Design Studios, to explore why so many businesses keep UX design and marketing completely isolated—and how bridging that gap can make or break a brand. Streaming live from Madrid, Spain, Mark shared his unexpected journey from a pre-med neuroscience and psychology major to leading a remote design agency working with enterprise clients. The conversation offered a look into how founders can use modern AI workflows to bring ideas to life without massive budgets.   In This Episode   The Pre-Med Pivot: Why Mark walked away from the MCAT, research labs, and a medical track during lockdown to jump into advertising and UX design. The UX-Marketing Disconnect: Why sending traffic to a broken website (or designing a great website with no traffic strategy) kills conversions. Moving Beyond Blind Redesigns: Why looking at data, heat maps, and user sessions matters more than guessing solutions with AI. The Remote Agency Model: Managing a global team across time zones with a startup hustle mindset. AI-Native Workflows: Using tools like Claude Cowork, Motion, and voice dictation to automate tasks and build foundational design systems faster. The Imposter Syndrome Reality: Relying on the grounded support of friends and family when making massive life leaps.   Timestamps   00:00 Introduction: Building in parallel with modern AI tools 01:09 Meet Mark Williams from Madrid, Spain: Celebrating the World Cup energy 03:13 From Pre-Med Psychology and Neuroscience to UX Design 07:05 Why UX and Marketing need to talk to each other 08:35 Where enterprise teams and marketers get design wrong 10:48 Case study: Restructuring and improving conversion rates for auto insurance brands Amax and Alpha 13:16 Balancing the need for speed with foundational quality in an AI era 16:58 Taking the leap from agency employee to starting NUUX Design Studios in LA 18:44 Building a global, remote team based on capability over location 21:54 What small businesses and SMBs can learn from enterprise workflows 23:11 Mark's favorite AI tools: Claude Cowork, Motion, and voice dictation workflows 26:52 Design trends: Are we making a mistake skipping mid-fidelity wireframes? 29:11 Dealing with imposter syndrome and the support of family 32:37 Expanding NUUX Design Studios to compete with the industry giants 34:48 Maya Angelou, belonging, and finding your footing anywhere in the world   Key Insights & Takeaways   Insight 1: UX and Marketing Cannot Live in Isolation Mark points out a critical flaw in many companies: marketing teams send traffic to web experiences without checking if they work, while design teams focus purely on aesthetics without looking at the business goals. True conversion happens when both sectors communicate constantly. If your landing page experience is broken, all the ad spend in the world won't save it.   Insight 2: Data Tells You What Is Happening, Not Why Many teams see a drop in a metric and immediately prescribe a complex redesign or blindly prompt an AI tool for a new layout. Mark emphasizes that real optimization requires looking deeper at heat maps, user session recordings, and heuristics to understand user behavior before making targeted changes.   Insight 3: Leverage AI to Move Faster, But Keep the Foundation Founders today don't need massive budgets to bring ideas to life. By utilizing AI agents and workflows (like Claude Cowork or automated task planners), lean teams can move at lightning speed. However, for enterprise stability, building a strong, consistent brand design system once prevents fragmented, chaotic user experiences down the line.   Insight 4: Hiring for the Startup Hustle Mindset When running a remote, global agency, location doesn't matter nearly as much as execution. Mark looks for team members who share an entrepreneurial drive—people who take ownership, get the work done under any circumstance, and keep the client experience human, approachable, and deeply collaborative.   Insight 5: You Are More Capable Than You Think The barrier to entry for building a business or bringing a creative vision to life has never been lower. Armed with modern digital tools and the courage to take risks—whether moving across the country to LA or relocating abroad to Madrid—founders can parallel-track multiple projects and accomplish far more than previous generations could.   Resources & Links Mentioned NUUX Design Studios: Mark's UX and marketing agency (nuuxdesignstudios.com) Upwork: The platform where Mark initially sourced early global clients Claude & Claude Cowork: AI assistants used for workflow automation and content structuring Motion: AI-powered time-blocking tool for daily scheduling ClickUp: Project management tool used in Mark's daily automation stack ContentSquare & Hotjar: Tools for analyzing user sessions and heat maps Braving the Wilderness by Brené Brown (featuring the Maya Angelou quote on belonging)   About Mark Williams Mark Williams is the founder of NUUX Design Studios, a remote design agency based out of Madrid, Spain. With a background in psychology and neuroscience from his pre-med days, Mark brings a deeply human-centric, analytical approach to user experience design, bridging the crucial gap between digital marketing and high-converting web interfaces. He manages a global team helping businesses optimize their digital ecosystems while living the digital nomad dream abroad.   Connect with Mark LinkedIn: https://www.linkedin.com/in/msijuadewilliams/ Company Website: nuuxstudios.com Like the show? Leave us a rating or review: https://lovethepodcast.com/67940257010b317cdaa9d857Follow the Show: https://followthepodcast.com/67940257010b317cdaa9d857Send a Message: https://podcastfeedback.com/67940257010b317cdaa9d857Check out our Website: https://www.yourbrandamplified.comSpeak to my Delphi Clone: https://www.delphi.ai/amplifywithanika Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We just launched our new book! You can grab The Power of Your Personal Brand: A Playbook for Struggling Middle Managers Who Want to Do Big Things on Amazon or at ForthRight-People.com It's no longer good enough to just have a solid SEO (Search Engine Optimization) campaign.  Now, you need AI to trust you so you appear in AI searches, like the very top “AI Overview” bubble in Google. Unfortunately, there's a lot of competition out there, which makes it even harder for SMBs (Small and Medium-sized Businesses) striving to be seen. But, hope is not lost. In this Quick Hit, you'll hear from Tom Schwab. He's the Founder & Chief Evangelist Officer of Interview Valet, and the Author of several minibooks. Catch the full interview here

Artificial intelligence is changing the way professional services firms operate, but its greatest potential extends well beyond helping individuals work faster. When implemented thoughtfully, AI workflow automation can fundamentally improve how work moves through an organization—connecting people, processes, and technology to create more efficient, consistent, and scalable operations.In this episode of the AI & Exit Planning Series, Pat Ennis and Corby Megorden are joined by Scott Samborn, Founder of Aspen Management Group, to explore how AI workflow automation is transforming professional services businesses. Rather than focusing on individual AI tools, the discussion centers on building systems that improve client service, reduce administrative burden, increase profitability, and create businesses that are less dependent on the owner and more attractive to future buyers.Whether you lead an accounting firm, law practice, engineering firm, consulting company, marketing agency, or financial advisory business, this episode provides practical guidance for identifying automation opportunities that strengthen both operational performance and long-term business value.In This Episode, We Discuss:What AI workflow automation really means—and why it's more than simply using chatbotsThe first workflows professional services firms should consider automatingCommon implementation mistakes that limit successWhy documented processes matter before introducing automationHow workflow automation improves consistency and client experienceThe relationship between automation, scalability, and profitabilityHow automation reduces owner dependency and strengthens transferabilityWhy buyers value businesses built on repeatable, documented systemsPractical first steps for implementing AI workflow automation over the next 90 daysGuest: Scott SambornFounder, Aspen Management GroupScott Samborn is the Founder of Aspen Management Group, where he helps boutique firms rethink how work gets done through technology and AI. His career began as an IT consultant serving Fortune 1000 companies before spending more than 20 years building and operating a managed services provider serving small and mid-sized businesses. After successfully selling that business, Scott worked with organizations evaluating complex technology solutions before founding Aspen Management Group to bring enterprise-grade AI strategy and workflow automation to SMBs in a practical, business-focused way.Connect with Scott:  LinkedIn Profile  | aspenmg.net─────────────────────────────────────────Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com.  Learn more about working with Pat and Corby at ennislp.com─────────────────────────────────────────Building your exit plan at your own pace?Explore ExitReadiness® DIY™ at exitreadiness.com. The platform combines proven frameworks, practical tools, assessments, and educational resources designed to help business owners make better decisions, build more valuable and transferable businesses, and create more options for the future. And when judgment and experience matter most, credentialed exit planning professionals are available to help.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Send us Fan MailMany growing eCommerce businesses reach a point where their existing software can no longer keep pace with increasing operational complexity. Lightweight applications often lack the capabilities needed to support higher order volumes, expanding sales channels, and more sophisticated inventory and fulfillment requirements, while traditional ERP systems can be overly complex, costly, and difficult to implement. As the business scales, disconnected systems, manual processes, and fragmented data become increasingly common, reducing visibility across operations and making it harder to respond quickly to customer demand. The result is slower decision-making, operational inefficiencies, and shrinking margins at a stage when agility and scalability are essential for continued growth.In this episode, Sam Gupta and Shrestha Dash from ElevatIQ, Andy Pratico from Essential Software Solutions, and Phil Coerper from Ringling Business Solutions conduct an in-depth independent review of a leading FP&A platform Fulfil.IO.Video: https://www.elevatiq.com/events-and-webinars/fulfil-io-ai-powered-ecommerce-operations-platform-review-independent-in-depth/Questions for Panelists?

As US video ad spend reaches $82 billion, media buyers are demanding granular audience targeting capabilities alongside bottom-funnel performance metrics. IAB Vice President Chris Bruderle breaks down the shifting dynamics between CTV and social video, the rise of multimodal contextual AI, and why live sports platforms must prove direct ROI to capture long-tail budgets. Key Highlights

Take a Network Break! Our red alert goes to cluster of CVEs for Canonical's LXD Linux Container system. On the news side, Palo Alto Networks adds AI-powered security evaluations as a service engagement, SonicWall introduces an endpoint security agent for SMBs, and the White House outlines a plan to authorize private companies to conduct cyber... Read more »

Send us Fan MailProduct-centric organizations operate in an environment where inventory, supply chain execution, and operational efficiency directly influence profitability. Unlike service-based businesses, manufacturers, distributors, wholesalers, retailers, and other inventory-driven companies require an ERP that tightly connects procurement, production, warehousing, planning, logistics, and finance into a single operational framework. Real-time visibility into inventory, costs, and business performance is essential for controlling margins, meeting customer expectations, and adapting to demand fluctuations. Choosing an ERP without fully accounting for these operational realities often results in fragmented processes, limited visibility, unnecessary customization, and costly workarounds that hinder long-term growth.In this episode, our host Sam Gupta discusses the top ERP Systems for product-centric industries In 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=E1FQNqyHNQ4Questions for Panelists?

Take a Network Break! Our red alert goes to cluster of CVEs for Canonical's LXD Linux Container system. On the news side, Palo Alto Networks adds AI-powered security evaluations as a service engagement, SonicWall introduces an endpoint security agent for SMBs, and the White House outlines a plan to authorize private companies to conduct cyber... Read more »

Take a Network Break! Our red alert goes to cluster of CVEs for Canonical's LXD Linux Container system. On the news side, Palo Alto Networks adds AI-powered security evaluations as a service engagement, SonicWall introduces an endpoint security agent for SMBs, and the White House outlines a plan to authorize private companies to conduct cyber... Read more »

The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).Sponsor: Is Your Manufacturing SMB Ready for the Digital Revolution?SMBs need to understand where their priorities lie. For about ten years, there has been a major push for businesses to get on board with an evolving slate of digital tools, and for good reason: according to KPMG, 59% of businesses who undertook digital transformation strategies saw profits grow by 11% or more. But as we know, not all manufacturing businesses are created alike. Many experts point to the need for small and medium sized manufacturing businesses to look carefully at the unique requirements necessary for success. In this new whitepaper recap, IEN Editors David Mantey and Anna Wells help manufacturing SMBs understand where their priorities should lie when assessing the best path towards a digital transformation win.Watch the recap right now. https://www.ien.com/formstack/is_your_manufacturing_smb_ready_for_the_digital_revolution_?utm_source=podcastEvery week, we cover the three biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:GM Exits Joint Venture for $3.5B EV Battery Planthttps://www.ien.com/22972203Samsung SDI recently acquired General Motors' stake in the SynergyCells joint venture.SpaceX Picks Texas Home for Massive, Multi-Billion-Dollar Terafabhttps://www.ien.com/22972037Last week, Texas Gov. Greg Abbott, Tesla and SpaceX announced that Grimes County will be the site of Terafab, a massive vertically-integrated semiconductor fabrication plant.Yamaha to End U.S. Side-by-Side Productionhttps://www.ien.com/22971933Yamaha Motor recently announced some major structural reforms to its outdoor land vehicle (OLV) business, which includes ATVs, ROVs and golf cars.In Case You Missed ItKimberly-Clark Picks Arizona for $100M Pilot Projecthttps://www.ien.com/22972026This low-water plant could be transformative.Milwaukee Tool Thief Gets 5 Yearshttps://www.ien.com/operations/video/22972080/milwaukee-tool-thief-gets-5-yearsLast year, an employee at Milwaukee Tool was arrested for stealing more than $1 million in tools from the Wisconsin tool maker.Small Implant Can Deliver Cancer-targeting Light Directly Inside the Body https://www.medicaldesigndevelopment.com/22972364It could make photodynamic therapy more effective against internal cancers.#Manufacturing #ManufacturingNews #TodayInManufacturing #ManufacturingPodcast #EV #ElectricVehicles #Semiconductors #ChipManufacturing #SpaceX #Tesla #SupplyChain #AmericanManufacturing #FactoryNews

Send us Fan MailManufacturers are under increasing pressure to adopt AI, yet many find it difficult to distinguish practical opportunities from market hype. In this webinar, we explore what AI actually looks like within a manufacturing ERP environment and where it can deliver measurable business value. We address common misconceptions, including the belief that AI requires replacing an existing ERP system, investing in enterprise-scale budgets, or operating as a Tier 1 manufacturer. Instead, attendees will learn how AI can enhance their current ERP platform by leveraging existing operational data to improve decision-making, automate routine processes, and increase overall business efficiency.Video: https://www.elevatiq.com/events-and-webinars/ai-for-manufacturers-practical-erp-use-cases-without-a-costly-system-reset/Questions for Panelists?

Service leaders are increasingly asked to deploy AI agents without a clear sense of what these systems can safely handle today, or where to start. In this episode, Matt Kravitz, Head of Customer Transformation for Service Cloud at Salesforce, breaks down a three-level maturity model for AI service agents — answering questions, accessing account data, and taking action — and how to sequence adoption. The conversation also covers a channel-strategy framework for deciding which support requests to deflect, route to digital-assisted support, or escalate to a live conversation, and how a business's overall service model should guide which use case to prioritize first.   This episode is sponsored by Salesforce.   In this episode, we cover how enterprise service leaders can sequence AI agent adoption — starting with agents that answer common questions, then adding account-data access, and finally the ability to take action on a customer's behalf. To go deeper on this topic, download our free PDF report, 'Beginning with AI,' at emerj.com/aik1

Send us Fan MailMost ERP initiatives struggle not because of technology limitations but because of misalignment among business stakeholders, IT, and software vendors. Organizations often move too quickly into product demonstrations without establishing structured requirements, assuming the software will naturally adapt to their processes. This webinar explores how a well-designed ERP request for proposal (RFP) serves as a strategic cost-control tool rather than a procurement formality. By creating clear requirements, reducing ambiguity, and establishing a shared framework for evaluation, a disciplined RFP process helps organizations avoid costly implementation mistakes and make more informed ERP investment decisions.Video: https://www.elevatiq.com/events-and-webinars/erp-rfp-how-to-save-30-on-erp-selection-costs/Questions for Panelists?

Send us Fan MailPlastic extrusion manufacturers operate in an environment with unique operational requirements that distinguish them from many other manufacturing sectors. Complex production scheduling, process manufacturing workflows, specialized bills of materials, customer-specific product configurations, and highly commoditized product lines all shape ERP requirements and implementation priorities. At the same time, business models, target markets, and operational maturity vary considerably across the industry. As a result, selecting the right ERP system requires a thorough understanding of these operational nuances rather than relying solely on company size or standard feature comparisons.In this episode, our host Sam Gupta discusses the top Plastic Extrusion ERP systems in 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=-QwB9od8lvkQuestions for Panelists?

We just launched our new book! You can grab The Power of Your Personal Brand: A Playbook for Struggling Middle Managers Who Want to Do Big Things on Amazon or at ForthRight-People.com It's no longer good enough to just have a solid SEO (Search Engine Optimization) campaign.  Now, you need AI to trust you so you appear in AI searches, like the very top “AI Overview” bubble in Google. Unfortunately, there's a lot of competition out there, which makes it even harder for SMBs (Small and Medium-sized Businesses) striving to be seen. But, hope is not lost. Unlike traditional SEO, you can't just pay your way into building authority. You must earn it with consistent conversation that can be attributed to you. We wanted you to learn from a specialist in this space, so we welcomed on Tom Schwab. He's the Founder & Chief Evangelist Officer of Interview Valet, and the Author of several minibooks. For more about ForthRight Business by ForthRight People or for 1:1 consultation, check us out at ForthRight-Business.com And as always, if you need Strategic Counsel, don't hesitate to reach out to us at: ForthRight-People.com FACEBOOK https://www.facebook.com/forthrightpeople.marketingagency INSTAGRAM https://www.instagram.com/forthrightpeople/ LINKEDIN https://www.linkedin.com/company/forthright-people/ RESOURCES https://www.forthright-people.com/resources VIRTUAL CONSULTANCY https://www.forthright-people.com/shop

Send us Fan MailMany manufacturers relying on QuickBooks and spreadsheets believe their current systems are sufficient until growth begins to expose underlying operational constraints. Inventory inaccuracies increase, purchasing becomes more reactive, and disconnected field service and billing processes create inefficiencies that slow the business. Over time, these issues form an invisible barrier to scale, often before leadership identifies fragmented systems as the root cause. This session examines the operational and financial costs of remaining on disconnected tools and provides practical insights into recognizing when it is time to transition to a more integrated business platform.Video: https://www.elevatiq.com/events-and-webinars/outgrowing-quickbooks-when-manufacturers-must-move-to-erp/Questions for Panelists?