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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.
30 hard truths about your next ERP project
If your team had a chance to start your current business over, would you build it differently? Most leaders say they would. You probably know much more now than when you started or joined. The team here feels the same about enterprise resource planning (ERP) software.
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.
CFO-ing in the polycrisis—an emergency handbook
When multiple global crises converge, the finance function becomes the last line of defense. It has become increasingly difficult to predict, prepare, or govern at a global scale—so the premium on doing so has risen. Dramatically.
The Everest x Ramp integration is now live
Ramp serves over 50,000 customers giving the world true, autonomous expenses and finance—which is what makes Ramp and Everest such logical partners.
How to manage your ERP "complexity debt"
As you grow, your financial systems become complex. That complexity functions like debt. Thinking about ‘financial software debt’ offers useful clues for knowing how much to take on and how to keep yours serviceable.
