5 Things Not to Automate

We are Automation Nation. You know McKinsey’s stat: at least 30% to 60% of jobs can be automated with today’s technology. How much of your job have you managed to automate? We’re so proud of saving time and money, working smarter, being uber-efficient. I myself have several digital twins to do the grunt work so I can focus on higher-level tasks. And it’s not just me…

Now the business world is abuzz with Robotic Process Automation (RPA). Gartner just crowned it the fastest growing enterprise software market. I’m excited about RPA because it’s machines using computers the way humans do–not with data and inputs, but with visual cues and logic; jumping around based on what data is available when.

Continue reading →

Checklist: Evaluate Your Association Management System

The fact is 93% of associations use membership management software, but is it meeting their needs? Or does it have so many manual processes, band-aids and add-ons that it looks like Frankenstein’s monster? Your Association Management System (AMS) is the lifeblood of your organization. How do you evaluate its ability to nourish and sustain all the different body parts?

Having shepherded several clients through AMS selection, implementation and migration, I’ve assembled this checklist of what to consider and how. The process doesn’t have to be a subjective, go-with-your-gut whirlwind. In fact, for best results it really shouldn’t be. Here’s how to impose order on an overwhelming process by objectively weighing your needs against the existing options.

Continue reading →

Putting Process Before Platform

5 minute read

Q: What is a business process? Is it a string of tech-enabled operations? A series of collaborative events, people working together to get things done? Maybe, like Gartner, you see it as the steps you take to satisfy a customer? Or is it an organizational asset that creates business value?

Continue reading →

Take a New Approach to IT Cost Management

Originally posted on Smarter with Gartner
5 minute read

First demonstrate effective IT cost management, then partner with the CFO to use technology to optimize enterprise costs.

Continue reading →

Strategic IT Partner Selection

8 minute read

Ever since hunting and gathering gave way to agrarian society, the marketplace has been evolving. That’s thousands of years of fine tuning who does what – narrowing focus, gaining expertise. Now it’s 2019, and everyone is a specialist.

Continue reading →

Speech to Text: The Future of Unstructured Data (Part 2)

10 minute read

We had a lot of fun in Part 1, exploring Automatic Speech Recognition (ASR) and brainstorming ways it can help business harness unstructured data to work smarter. But now we’re moving into the nitty-gritty. What’s technically possible, and who’s currently doing it best?

Continue reading →

Business Intelligence: Ditch Your Excuses & Assumptions

8 minute read

My journey into business intelligence (BI) began with an IBM commercial about a bakery. Using analytics, the bakery uncovered a customer coping method of sorts: People buy more cakes when it rains. This unexpected insight allowed the shop to better plan its inventory based on the weather forecast. I was fascinated by how a company could use data to find patterns and then use those patterns to improve their business processes. From that moment, I was hooked.

Continue reading →

6 Lesser-Known Uses for Your CRM

9 minute read

Last week, Mike convinced you to push through your anxieties to find the CRM that works for you. Now you have this perfectly tailored CRM that fits the way you do business. It’s saving you all kinds of time and money and offering fresh new business insights. You use it to track marketing, sales and service. That’s what CRMs do, right?

Continue reading →

3 Common CRM Myths: Busted

7 minute read

Poor data quality, outdated systems, broken business processes. These are the top complaints we hear from technology leaders – and every other type of strategic leader, from finance to operations.

Continue reading →

Passing the Azure Exam 70-535 – Tips and Tricks

6 minute read

Prior to 70-535: Architecting Microsoft Azure Solutions, I’d never taken a Microsoft Certification exam, nor did I have much experience with Azure. I was definitely out of my wheelhouse. Then I had a senior architect, who works in Azure daily, tell me it took him three tries to pass. Not the most encouraging pep talk.

Continue reading →