Recommending products or services used to be a task that was best done using predictive AI, however, there is another way to approach this problem using generative AI.

Referring people to your website and being able to capture part of that data in web form submissions is helpful to create traceability for your marketing efforts, plus it can pre-fill parts of the form to save people time. Let's take a look at ways to do this.

When developing technology solutions for your business, there's often a tradeoff of "build vs. buy" as part of the evaluation process. However, in reality, most organizations end up with a "build and buy" mindset. Let's take a look why that is with Uber as an example.

Deciding to engage one or multiple vendors to support a transformation program depends a lot on your organization and the scope. Let's take a look at each option and its advantages and challenges, then look at a few questions to ask to help the decision making process.

One of the beautiful aspects of visual diagrams, especially those that offer the ability to link to other pieces of documentation, is that it lets you "time travel" to understand how and why processes and systems have evolved over time.

Understanding your organization's culture as a whole and down to each person is not often talked about, yet it has a major impact as organizations undergo growth, restructuring, and embark on expensive and lengthy transformation programs.

Documents are part of every organization's processes. Some rely on paper-driven workflows that result in typewritten or handwritten documents, and others need to process lengthy documents as part of their everyday work. AI can help streamline these workflows and make it easier to use the data in other processes.

Revenue models drive how your organization generates income, plus enables growth in a sustainable and efficient manner. Let's explore each of these models, its benefits, and how it fits into digital strategy.

There are three trends in team and organizational dynamics that are limiting how organizations can achieve their fullest potential. Let's review each trend and how to address it.

When someone has awareness of your brand, shows interest in what you do, and expresses desire to be known via a web form, it's a great opportunity to ask more questions immediately afterwards to develop an even richer understanding of who they are and their motivations.

Whether you're running a sales team or a group of fundraisers, your prospecting activities deserve to be split into different roles based on how you intend to engage.

RACI is a way to define how stakeholders align to specific roles for a project or program, which helps reduce ambiguity related to a person's involvement.

One of the skills that is not taught in most industries is how to write meeting notes, which is a shame given the amount of time we collectively spend in meetings. Let’s take a look at how to write better meeting notes by adopting a structure and syntax.

Transformation initiatives and technology platform licensing often carry large explicit costs that seem expensive without proper context. Adjusting these into tangible terms breaks down hesitation and objections to the nominal cost.

Over the past few years, appointment scheduling with people outside your organization has become significantly easier to do as collaboration platforms created functionality that was previously requiring a paid add-on.

Defining constraints and communicating those transparently to all stakeholders involved is the easiest path to exceeding their expectations (or at the very least, meeting them). Projects that don’t take the time to do those end up leaving folks desiring more or bloated scopes that overrun timelines and budgets.

I often joke that modern business apps are just "spreadsheets in the cloud". While this is mostly true, it is a point of leverage that you can use to your advantage as your processes and organization evolve.

Technology implementation firms often include change management in their statements of work with nebulous, hand-wavy language, which is also the reason why it’s the first thing on the chopping block when a change order increases scope for functionality.

Technology platform licensing contracts vary in structure and some vendors with enterprise-grade products have virtually impossible to negotiate cancellation terms. Before you sign a contract, you should get a second opinion about the products and unit prices.

Transformation initiatives are often major shifts in how people work, and the tricky part is finding the right balance when designing a business process or system to avoid over-engineering, as this is equally as bad as under-engineering.