Delivering digital strategy and transformation initiatives can slip into a trap of having an endless project, whereby the scope continues to change and the timeline extends indefinitely. Let's explore why this happens, how to recognize it, and mitigate it from happening.

A quintessential debate that has existed since the dawn of CRM platforms is whether you should use Leads or Accounts & Contacts as a place to organize your prospecting activities. Let's take a look at considerations for how to decide which approach to use.

One of the trickiest things about this domain is how fundamentally different it feels, so I looked into Connor's course to see how he frames it for business / non-technical stakeholders.

Launching a portal for external stakeholders can streamline interactions, reduce the workload on your team, and boost overall efficiency. However, there's a common pitfall that organizations make by trying to perfect everything from the start.

We talk about the hub and spoke model when designing systems architecture, although this wide perspective often loses sight of each stakeholder group. Beyond the entire systems landscape, each stakeholder group needs a hub, too.

Best practices is treated like a buzzword phrase within digital strategy and transformation projects, although the issue with this starts with the superlative nature of the phrase.

Underestimating the time and effort required to deliver changes regularly appears as organizations embark on digital strategy and transformation projects. At its core, this is a cognitive bias called the planning fallacy, which also touches on underestimating risk and overestimating benefits.

If you're curious about how to get started with generative AI, a benign place to get started is by creating a helpful AI assistant for your employees. Let's explore why this use case and how to do it.

Now that we've discussed why you should ask for more details and educate a person after submitting a web form, plus a few options of how to do it, let's talk about chaining this together in a full-featured solution.

Let's talk about a few ways you can continue to engage a person after they submit a form on your website, as we covered why you should in a previous newsletter.

Practically all organizations are data hoarders and retain data longer than needed in their production systems. While there's no reality TV show about this topic, it deserves a fresh look on why you want to archive your data.

Bloomerang and Qgiv released a second iteration of their research into how generational differences influence giving and engagement for nonprofits. Let's explore takeaways across all generations and on a per generation basis.

Predictive AI relies on training algorithms with data, and often the data that is used by the algorithm is actually derived from your raw data into a set of "features". Let's explore why you want collect and enrich your data to make this process more impactful.

Digital transformation sounds like a nonsense phrase, especially when so much of our world is already digital. At its core, the concept boils down to handful of activities. Mastering those make you a powerful force at driving digital transformation within your organization.

Organizations extend portals to their external stakeholders to make it easier to transact, get support, or collaborate in a place that simply works better than email. A lot of organizations forget to include marketing outside of logos and branding. Let's see how this presents a huge opportunity.

Choosing to no longer invest in a project or program because it will not achieve desired outcomes is a valid strategy, and frankly, is underutilized within organizations. The challenge is using criteria and feeling comfortable with moving on.

Merging an acquired organization’s data and processes can be straightforward if you have strong change management practices and a solid understanding of both organizations' systems. Here's how to reduce risk of encountering challenges along the way.

Intentionally creating ambiguity about which generative AI vendors and models are being used helps mitigate risk, but it is an even larger opportunity as your organization learns and matures its usage of AI.

A lot of organizations organically adopted Slack or Teams, either as early adopters or from the outside force of the Covid-19 pandemic shifting how we work. Let's look at three areas where most organizations stand to benefit from as it relates to how they're using Slack or Teams.

You've probably heard someone respond with "putting out fires" or talk about how part of their job involves "firefighting". Let's unpack this metaphor a bit and see how it takes an uncomfortable twist.