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I tried Claude Cowork for procurement—I’m stunned
It goes without saying that there’s a lot of buzz around AI and agents right now. But what are people actually doing with them in supply chain and finance? My team gave AI agents a concerted try, and I’m being honest when I say I don’t think I’ve ever seen this before in my career—a moment when things changed so completely.
A connected CxO's guide to real-time revenue intelligence
For the past decade, enterprise software companies operated on a comforting fiction that annual contracts, quarterly board decks, and a well-tuned Salesforce instance were sufficient infrastructure to scale a SaaS business. That fiction is now expensive.
Hot take: ERP rollouts should be led by HR
There are many analogies for ERP, but I like this one: Your ERP is a scaffold. It’s a flexible structure that molds to your business. You can use it to push parts of your business into new arrangements, but you can’t push too far—culture and people are stronger, and they push back.
AI will make your best accountants more valuable, not obsolete
Most conversations about AI and accounting blur two things that aren't the same: accounting as a process and accounting as a discipline.
What SaaS CFOs need to know about running profitable professional services
The goal of many professional services teams is not, initially, to be profitable. It is to help the company reach product market fit by making customers successful, and to do whatever is necessary. But these teams go through phases and eventually must cover their costs. In this guide, I discuss how to set this team out on a course to profitability.
13 perfect uses for AI in professional services
Everyone likes to use this one famous statistic to argue that post-sale work is valuable: That increasing customer retention 5% can boost revenue 25-95%. It’s compelling. It is also from 1991. And this is our point: Post-sale teams, and even their stats, get neglected. Though AI is now helping.
Why I joined Everest
Until last week I worked at JPMorgan Chase & Co. where I had a wonderful run leading innovation, digital, platforms, and enterprise solutions working with world-class individuals on some very difficult client-facing problems at a global scale.
Why I joined Everest
I’ve been fortunate to spend my career across a wide range of domains—software and hardware, ERP and fintech, AI, sports, drones, and robotics. I’ve worked in environments that span the spectrum: from early-stage startups to institutions like SAP and JPMorgan Chase & Co.
ERP security and compliance should be a strategic enabler
Most companies have a complicated relationship to their security and compliance. What was once seen as a hindrance has become crucial for survival. As public security breaches continue to make headlines, decision-makers are facing mounting pressure to protect their organizations without losing their agility. Many are losing sleep over it.
I tried Claude Cowork for procurement—I’m stunned
It goes without saying that there’s a lot of buzz around AI and agents right now. But what are people actually doing with them in supply chain and finance? My team gave AI agents a concerted try, and I’m being honest when I say I don’t think I’ve ever seen this before in my career—a moment when things changed so completely.
One big global ERP implementation barrier? Culture
If the goal of an ERP is to scaffold around a company’s workflows and support its far-flung operations, many leaders underestimate how varied those operations actually are. Or how fragile they are when they come into contact with culture.
