workflow automation

The shift towards low-code platforms like ServiceNow has changed the landscape for service agencies, requiring them to adapt their approach and focus on specific solutions. Phillip and Brian sit down with friend and mentor Jon Klonsky to discuss his new venture, which will specialize in implementing and rescuing failed implementations of the ServiceNow platform.

“Measure twice, cut once, and test often”

• {00:12:55} “Only organic growth, as opposed to purchased growth, can be a better line to run so that you don't get ahead of your skis.” - Brian
• {00:13:59} - “So many people, especially if you talk to the investor community, are like, "eCommerce is done. Let's move on to the next thing. AI," which is also important. I don't wanna take away from that, but I think eCommerce is still growing and probably gonna continue to grow and change and do incredible things, and we're just at the tip of the iceberg now with some of the new technologies that are coming into the space.” - Jon
• {00:19:47} - “You have to have a strategy that you can stick to and sustain because, you know you're going to build a team in a culture that has to be simplified for them. I think you have to be really smart and definitive about what you're gonna be doing.” - Jon
• {00:37:25} - “A strength is knowing when to spend your first few dollars. We know to be patient and not get ahead of {our} skis. ” - Jon
• {00:48:55} “It is about focus, but my focus to start is gonna be on the solution and the technology. I'm casting a wider net across some verticals because, frankly, I don't know where all the business is gonna come from yet. So cast a wider net and then I will start to narrow or we will start to narrow as we evolve as a company.” - Jon
• {00:50:36} - “I've learned mostly through my failures, but I now think that that's a strength of mine. Being able to hire and retain great teams.” - Jon

Associated Links:

• Learn more about Jon Klonsky and Halokinetic LLC
• Grab your copy of The Multiplayer Brand for just $20 with free shipping in the U.S.
• Have you checked out our YouTube channel yet?
• Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world
• Listen to our other episodes of Future Commerce

Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!

Welcome to another episode of The Full Desk Experience, the original podcast brought to you by Crelate. In today's episode, we dive into the highlights from Staffing World, featuring interviews with industry professionals on the show floor. Join host Kortney Harmon as she speaks with Tawanda Huff, Dot Peterson, Marnie Byner, Christy Connard, Anna Lisa, Sheena Ronnicker, and Pat Hudson about their experiences, challenges, and takeaways from the conference. From discussions on technology and AI to the importance of work-life balance and customer engagement, this episode offers valuable insights into the staffing industry today. Tune in and discover the latest trends and themes that are shaping the future of staffing.

In this episode of Tech Sales Insights, Paul Fipps, President of Strategic Accounts at ServiceNow, shares his journey from an Army career to pivotal roles in leading technology companies. Paul reflects on his military background's profound impact on his leadership style, emphasizing the importance of placing the mission or company objectives first, the team second, and personal motives third. He discusses the critical role ServiceNow plays in digital transformation, offering insights into the company's purpose-driven approach and innovative AI-powered solutions. Throughout the conversation, Paul underlines the significance of a strong team-oriented culture and how it drives success in customer relationships and company growth.

KEY TAKEAWAYS

• Leadership Principles from the Military: Paul Fipps shares his key leadership lesson from the military, emphasizing the priority of the mission or company objectives, team cohesiveness, and personal motives in that order.
• ServiceNow's Purpose-Driven Approach: ServiceNow focuses on enhancing the world of work by offering a powerful, workflow-based platform for digital transformation across industries and functions.
• Innovative AI-Powered Offerings: ServiceNow's rapid innovation, notably in generative AI, has led to groundbreaking, live product launches with powerful AI capabilities out of the box.
• Strategic Account Management: Paul's role involves overseeing the largest and most strategic customers, aligning resources across geographies and industries to drive digital transformation and business outcomes.
• Culture & Team Dynamics: The success of ServiceNow is attributed to its strong culture, with a focus on the team and core values in daily decision-making and problem-solving.

QUOTES

• Paul Fipps: "Company or mission first, team second, and myself third."
• Paul Fipps: "In the military, you can see what phenomenal leadership looks like, and you can see what less than phenomenal leadership looks like. If you're smart, you learn from both sides."
• Paul Fipps: "ServiceNow's purpose is to make the world of work work better for everyone."

Find out more about Paul Fipps through the links below:

• LinkedIn Profile: https://www.linkedin.com/in/paulfipps/

This episode of Tech Sales Insights is brought to you by: 

• Sales Community: https://www.salescommunity.com/
• Sandler: https://www.sandler.com/

Your SharePoint is on-premises (at least for now), but you want to take advantage of some of those cool SharePoint Online features - is there a way? Richard talks with Sandy Ussia about her talk at the Thrive Conference in Slovenia about how on-premises SharePoint can use Power Automate and other tools to create powerful workflows. Sandy discusses the limits of the free version of Power Automate and how paying for the premium edition lets you build workflows that will more than cover the license cost. The conversation also dives into the subscription model of on-premises SharePoint 2019, which looks to be the final destination for on-premises SharePoint, with ongoing support and features being added!

Links:

• Thrive Conference
• Lightning Tools
• Upgrade to SharePoint Server Subscription Edition
• Power Automate and SharePoint
• Power Automate Desktop
• Power Automate Pricing
• SharePoint On-Premises Data Gateway

Recorded August 1, 2023

In this podcast episode of Software Spotlight, we dive into the world of Glances, a unique platform that provides a unified interface for employees to access information from various applications in one view. Learn more or Try Glances Free. Our guest, Jason Eggers from Glances, shares insights on how the platform was developed and how it helps businesses streamline their workflows. We discuss popular applications on the Glances platform, such as CRM systems like Salesforce and HubSpot, accounting solutions like QuickBooks, Xero, and FreshBooks, and email providers like Gmail and Outlook.

Scott Sinatra is the CEO and Co-Founder of Bountiful. Scott is a serial entrepreneur and former senior vice president of worldwide sales at Glassdoor. With deep industry knowledge in HR technology, Sinatra also served as a founding executive and head of go-to-market at Glint, which was acquired by LinkedIn in 2018

In this interview, Scott shares his experience responding to an RFP during his time at BladeLogic. He discusses the importance of having a champion within the customer's organization, the need to influence the decision criteria in the RFP, and the value of training and understanding your product and competition. Scott also emphasizes the importance of making a go/no-go decision when evaluating an RFP and the need to prioritize activities that will lead to success

HERE ARE SOME KEY SECTIONS TO CHECK OUT

[00:01:26] Overview of Bountiful, a referral platform for recruiting
[00:03:03] Explanation of how Bountiful works and how scouts can refer candidates
[00:09:06] Formation of a committee and funding for the initiative
[00:10:11] Surprise of receiving an RFP and the alignment with decision criteria
[00:11:14] Conclusion of the RFP discussion and next steps
[00:11:14] Scott offers to provide a test plan template for the RFP.
[00:23:14] Addendum received with more details on problem to solve
[00:24:41] Scott writes another letter declining to participate further
[00:25:32] Scott receives a call from the company
[00:26:12] Second addendum received with desired changes
[00:35:42] Salespeople need to get buyers thinking about their solution
[00:36:12] If you didn't write the RFP, your differentiators may not be included
[00:37:31] Example of influencing criteria in an RFP to win a deal
[00:44:59] Importance of managing the sales process for team success
[00:45:40] Introduction and discussion about RFPs

ADDITIONAL RESOURCES
More tips for handling an RFP as a seller: https://forc.mx/3ELMidQ
How to stack customer requirements in your favor: https://forc.mx/48oUxdF

HIGHLIGHT QUOTES

[00:17:49] “We can either play by somebody else's rules or we can change the game” - Scott Sinatra
[00:24:54] "We really appreciate the time, but if this is the criteria you're going to use to make a decision, we're going to respectfully decline to participate further." - Scott Sinatra
[00:33:07] "Understand how to set decision criteria. The shopping list of capabilities required to solve pain is fundamental. You need to know your products and services really well, as well as your competition's, so you can differentiate."
[00:44:09] "This is a team sport. If you manage a sales process with the idea that you're going to make your team successful, they're going to appreciate that a lot. You'll build a lot of internal credibility, and they'll be more apt to want to help you." - Scott Sinatra

Learn more about Scott through this link.
LinkedIn: https://www.linkedin.com/in/scott-sinatra-b399312/

Check out John McMahon’s book here: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064

Robotic Process Automation (RPA) is a technology that uses software robots or bots to automate repetitive and rule-based tasks typically performed by humans in various business processes. RPA enables organizations to streamline operations, increase efficiency, and reduce human errors by automating mundane and time-consuming tasks. It does this by imitating human interactions with digital systems, such as computer software and applications, to execute tasks and manipulate data.

Key characteristics and components of Robotic Process Automation include:

1. Software Robots/Bots: RPA employs software robots or bots that are programmed to interact with software applications, websites, and systems in the same way humans do. These bots can mimic mouse clicks, keyboard inputs, data entry, and other user actions.
2. Rule-Based Automation: RPA is best suited for tasks that follow explicit rules and procedures. The bots execute tasks based on predefined rules and instructions, making it ideal for repetitive and structured processes.
3. User Interface Interaction: RPA bots interact with the user interface of applications rather than relying on direct access to databases or APIs. This makes RPA flexible and easily deployable across various software systems without the need for significant integration efforts.
4. Non-Invasive Integration: RPA can work with existing IT infrastructure without requiring major changes or disrupting underlying systems. It can integrate with legacy systems and modern applications alike.
5. Scalability: RPA allows organizations to scale automation quickly and efficiently. They can deploy multiple bots to handle a large volume of tasks simultaneously, increasing productivity.
6. Data Handling: RPA bots can read and process structured and semi-structured data, enabling them to handle tasks that involve data entry, validation, and extraction.
7. Event-Driven Automation: While RPA primarily executes tasks in response to predefined triggers, advanced RPA systems can also be event-driven, responding to real-time data or external events.

RPA finds applications in various industries and business processes, including:

• Data Entry and Validation: RPA can automate data entry tasks, ensuring accuracy and reducing manual effort.
• Finance and Accounting: RPA can automate tasks like invoice processing, accounts reconciliation, and financial reporting.
• HR and Employee Onboarding: RPA can handle repetitive HR tasks like employee onboarding, payroll processing, and benefits administration.
• Customer Service: RPA can assist in handling customer inquiries, generating responses, and updating customer information.
• Supply Chain and Inventory Management: RPA can automate order processing, inventory management, and tracking shipments.

It's important to note that while RPA is powerful for automating repetitive tasks, it is not suited for tasks requiring complex decision-making or those involving unstructured data. For more advanced automation needs, organizations may integrate RPA with other AI technologies like Natural Language Processing (NLP) and Machine Learning (ML) to create intelligent automation solutions.

Kind regards by Schneppat AI & GPT-5

Guest: Saman Fatima, Graduate Research Assistant at Georgia State University

On Twitter | https://twitter.com/saman_3014

On LinkedIn | https://www.linkedin.com/in/saman-fatima-30/

Host: Phillip Wylie

On ITSPmagazine  👉 https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/phillip-wylie

______________________

Episode Sponsors

Are you interested in sponsoring an ITSPmagazine Channel?
👉 https://www.itspmagazine.com/sponsor-the-itspmagazine-podcast-network

______________________

Episode Introduction

Saman Fatima discusses her journey in cybersecurity and the BBWIC Foundation's role in creating an inclusive space for women. She urges listeners to pursue their passion and never settle for less.

In this podcast episode, Phillip Wylie interviews Saman Fatima, a cybersecurity professional and an active BBWIC (Breaking Barriers Women in Cybersecurity) Foundation member. Saman shares her journey of moving from India to the United States to pursue her master's degree in cybersecurity. She discusses the importance of the BWIC Foundation in creating a safe and inclusive space for women in the cybersecurity field. The organization offers a supportive environment for members to share their experiences, ask questions, and learn from one another. Saman encourages listeners to take the first step towards their passion, even if it's uncomfortable, and to never settle for less, as there are plenty of opportunities and support available in the community.

______________________

Resources

BBWIC Foundation website: https://www.bbwic.com/

______________________

For more podcast stories from The Hacker Factory with Phillip Wylie, visit: https://www.itspmagazine.com/the-hacker-factory-podcast

Guest: Saman Fatima, Graduate Research Assistant at Georgia State University

On Twitter | https://twitter.com/saman_3014

On LinkedIn | https://www.linkedin.com/in/saman-fatima-30/

Host: Phillip Wylie

On ITSPmagazine  👉 https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/phillip-wylie

______________________

Episode Sponsors

Are you interested in sponsoring an ITSPmagazine Channel?
👉 https://www.itspmagazine.com/sponsor-the-itspmagazine-podcast-network

______________________

Episode Introduction

Saman Fatima discusses her journey in cybersecurity and the BBWIC Foundation's role in creating an inclusive space for women. She urges listeners to pursue their passion and never settle for less.

In this podcast episode, Phillip Wylie interviews Saman Fatima, a cybersecurity professional and an active BBWIC (Breaking Barriers Women in Cybersecurity) Foundation member. Saman shares her journey of moving from India to the United States to pursue her master's degree in cybersecurity. She discusses the importance of the BWIC Foundation in creating a safe and inclusive space for women in the cybersecurity field. The organization offers a supportive environment for members to share their experiences, ask questions, and learn from one another. Saman encourages listeners to take the first step towards their passion, even if it's uncomfortable, and to never settle for less, as there are plenty of opportunities and support available in the community.

______________________

Resources

BBWIC Foundation website: https://www.bbwic.com/

______________________

For more podcast stories from The Hacker Factory with Phillip Wylie, visit: https://www.itspmagazine.com/the-hacker-factory-podcast

Join our resident Business Ninja Andrew together with Michael Reno, the Regional Sales Director at DocuWare, the smartest home for your documents, as they talk about how to boost productivity with their document management and workflow automation software.

DocuWare is a document management and workflow automation software. Organizations worldwide use DocuWare to capture, route and securely archive their most important business information. It digitizes and secures your information to flow effortlessly between your decision makers — anywhere, any device, any time. DocuWare can fully automate your invoice process, support your mobile workforce, and securely archive your critical documents. By removing wasted time and uncertainty from your processes, your team is free to focus on the work that drives productivity and profit. DocuWare is perfect for distributed and remote teams that need to operate at full productivity.

Find out more at https://start.docuware.com/

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Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away!

Check out WriteForMe, more than just a Content Agency!

See the Faces Behind The Voices on our YouTube Channel!

Guest: Nenad Zaric, CEO and Co-founder at Trickest [@trick3st]

On Twitter | https://twitter.com/ZaricNenad_

On LinkedIn | https://www.linkedin.com/in/nenad-zaric/

Host: Phillip Wylie

On ITSPmagazine  👉 https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/phillip-wylie

______________________

Episode Sponsors

Are you interested in sponsoring an ITSPmagazine Channel?
👉 https://www.itspmagazine.com/sponsor-the-itspmagazine-podcast-network

______________________

Episode Introduction

Nenad Zaric shares his journey from pentester and bug bounty hunter to co-founder and CEO of a workflow automation platform for pentesters and bug bounty hunters. 

Phillip welcomed Nenad Zaric to The Hacker Factory. He has taken his journey with security to the next level by starting a company and building products. He shared his career journey, which began 13 years ago when he learned through hack from forums and his peers. He went on to gain experience in pentesting and web application security. Nenad then worked in a biotech company, which inspired him to create a platform with a workflow approach that allows users to analyze web application security. This workflow approach also helps users so they don't have to worry about infrastructure management or installing tools.

______________________

Resources

______________________

For more podcast stories from The Hacker Factory with Phillip Wylie, visit: https://www.itspmagazine.com/the-hacker-factory-podcast

Guest: Nenad Zaric, CEO and Co-founder at Trickest [@trick3st]

On Twitter | https://twitter.com/ZaricNenad_

On LinkedIn | https://www.linkedin.com/in/nenad-zaric/

Host: Phillip Wylie

On ITSPmagazine  👉 https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/phillip-wylie

______________________

Episode Sponsors

Are you interested in sponsoring an ITSPmagazine Channel?
👉 https://www.itspmagazine.com/sponsor-the-itspmagazine-podcast-network

______________________

Episode Introduction

Nenad Zaric shares his journey from pentester and bug bounty hunter to co-founder and CEO of a workflow automation platform for pentesters and bug bounty hunters. 

Phillip welcomed Nenad Zaric to The Hacker Factory. He has taken his journey with security to the next level by starting a company and building products. He shared his career journey, which began 13 years ago when he learned through hack from forums and his peers. He went on to gain experience in pentesting and web application security. Nenad then worked in a biotech company, which inspired him to create a platform with a workflow approach that allows users to analyze web application security. This workflow approach also helps users so they don't have to worry about infrastructure management or installing tools.

______________________

Resources

______________________

For more podcast stories from The Hacker Factory with Phillip Wylie, visit: https://www.itspmagazine.com/the-hacker-factory-podcast

Mike Whitmire, Co-Founder & CEO, Floqast

Tech unicorn Floqast is a provider of accounting workflow automation, freeing the (mostly) men in green eyeshades from their spreadsheets! But seriously, accountancy is the US faces a crossroads with increasing automation and the likely future adoption of AI-backed solutions. Automation should be freeing up talent to tackle the more interesting and value-added tasks but there’s actually a talent shortage that needs addressing. It seems there is no accounting for taste or maybe no taste for accounting. Reflecting on this and on Floqast’s recent 10th anniversary, Mike Whitmire, Co-Founder and CEO of Floqast speaks to Robin Amlôt of IBS Intelligence.

Is it the concept or the process that truly sets great companies apart from the rest? Borya Shakhnovich, the CEO of the workflow automation company airSlate, suggests that entrepreneurs are better served improving on an imperfect idea rather than trying to create the perfect one. Tune in to hear about the “kaizen” approach that airSlate takes toward innovation.

Tune in to learn:

• About airSlate (04:15)
• About the “kaizen” approach to building software at airSlate (19:13)
• How Borya measures success at airSlate (24:05) 
• About Borya’s leadership style (28:54) 

IT Visionaries is brought to you by Salesforce Platform. If you love the thought leadership on this podcast, Salesforce has even more meaty IT thoughts to chew on. Take your company to the next level with in-depth research and trends right in your inbox. Subscribe to a newsletter tailored to your role at Salesforce.com/newsletter.

Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

In this episode of the Digital Success Powered by Intelligent Automation Podcast, Pawan Jadhav speaks to Dominic Williamson – Head of Commercial Shared Operations, SVP Citizens Bank. Dominic talks about his journey in Citizens Bank, building the automation program of the company, regulating the process, and successfully navigating the digital transformation. Listen to an insightful conversation as Dominic shares his automation experience with us.

During his stint as a product manager at 2014, the time when SaaS was booming, Ashok noticed that there’s a high demand for complex workflow automations from customers. This got him to start Automate.io, and they would later go into head on competition with Zapier.

Fast forward, Ashok was getting inbound interests for acquisition left, right and center. But he and his team kept their heads down and kept on building.

But one inbound interests for a partnership got his attention, which eventually got them acquired by Notion.

Tune into this episode to gain insights on how they powered automations at 30,000+ organizations and the A-Z journey of getting acquired by Notion.

Key take aways:

8:11 - Scale of Automate

10:23 - Acquisition opportunity

15:23 - Team expectation management during acquisition

19:16 - Duration for acquisition and competing offers

21:22 - Company structure that smoothened the acquisition

24:34 - Acquisition - Culture Compatibility and Adaptation

26:36 - Navigating specific cultural differences 

29:20 - Transition from role as a CEO post acquisition

32:32 - GTM for 1st 100 customers and first 500

36:39 - Pricing models

39:37 - Do’s and Don’ts for acquisition

Happy listening!

Happy listening!

Scott Brinker, known as the “godfather of martech” and currently VP Platform Ecosystem at HubSpot, talks to Eric about everything marketing technology from how to stay on top of it all to how best to implement changes in your organization.

Scott explains that the No Code movement represents a fundamental shift towards empowerment of business users and marketers. It’s not just about letting people build software applications without having to code them, it’s about allowing the average person to self-service their ideas. 

And while culture change and adoption of new technologies and workflows are necessary, it inevitably requires a huge investment. Scott’s tips for success include:

1. Make sure you’re allocating the space in people’s responsibilities to learn new tools, technologies and approaches
2. Once you have the tools and people know how to use them, you have to make sure from a process re-engineering perspective, you actually look at how people will use these new tools and determine where the constraints are and work to see how to overcome those constraints working collaboratively with the new technology and getting things done. 

While Scott admits the world of marketing technology is too large to stay on top of at this point, he also lets us know how he does his best. 

To see the famous Marketing Technology Landscape Graphic click here. 

For more from Scott visit www.chiefmartec.com

Find him @chiefmartec on Twitter or on LinkedIn.

Scratch is a production of Rival, a marketing innovation consultancy that develops strategies and capabilities that help businesses grow faster. Today's episode was produced by Leanne Kilroy and hosted by Eric Fulwiler. 

Find Rival online at www.wearerival.com, LinkedIn, Twitter. 

Find Eric on LinkedIn and tweet him @efulwiler.

Say hi at media@wearerival.com, we’d love to hear from you. 

In this episode I sit down with the automation King Big Marv to share why its so important to automate your online business.

Big Marv is an automation and strategy specialist that builds automated solutions for business owners, making their technical ecosystems more efficient. This is primarily built with my software the Automation G.O.A.T. - https://www.automationgoat.com –

You can find Big Marv on social media at 

Facebook: https://facebook.com/marvatnight

Instagram: https://instagram.com/marvatnight 

YouTube: https://youtube.com/bigmarvconsulting

Or check out his website at https://marvinsworld.us

If you’re ready to become an unlimited lifer and join the Unlimited Life Academy to get all the tools and resources you need to launch and scale a business online, go to www.leveragemylaunch.com

The Unlimited Life Academy is a community of entrepreneurs focusing on growth through personal development and entrepreneurship.

As a member of Unlimited Life Academy, you'll be surrounding yourself with other like minded people who encourage and inspire each other to do better.

We all share our tips, tricks, and strategies of what we're doing to grow our brands and businesses.

Want to know more about Coach Corey? Find him on his social media platforms...

Facebook: https://www.facebook.com/corey.gulick/
YouTube: https://www.youtube.com/channel/UCZBBovV294euyooqIIrVWhw 

Instagram: https://www.instagram.com/coachcoreygulick/
TikTok: https://www.tiktok.com/@coachcoreygulick
LinkedIn: https://www.linkedin.com/in/coachcoreygulick/
Pinterest: https://www.pinterest.com/CoachCoreyGulick/_created/
Twitter: https://twitter.com/coachcoreyg

If you have any interest in starting your podcast I highly recommend you check out www.profitswithpodcasts.com  as Cory & Ron are the ones solely responsible for me launching this podcast!

In our latest industry-leading podcast to help care homes go digital we talk to three experts who discuss:

• How tech supports people-focused care  and how digital transformation can complement the care experience 
• The role for technology such as automated remote monitoring to support carers to deliver a high level of care
• Why workflow automation does not need to be daunting

Special guests on our podcast roundtable are Brett Smith, director of customer success management at Planday, Stephen Cavanagh, senior sales consultant long-term Care at Ascom and Paddy Gardner Co-founder at Haelu and head of business development at Cliniconex UK.

Podcast hosted by Steve Hemsley.

Care Home Management is the UK's leading media brand for care home providers and managers.

If you've ever wanted to know more about workflow automation, this is an episode where we capture a lot of the steps and work that goes into a large project.  From working with test data, to best practices with regards to XML packets and milestone planning, we dig in.