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Lifelong curious learner and entrepreneurial builder of international growth teams…
Articles by Jay
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A safer world for people to live, work, learn, and play.
A safer world for people to live, work, learn, and play.
Today I embark on an exciting new life chapter. I’ve joined Evolv (NASDAQ: EVLV), a Boston-based technology leader in…
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Coronavirus: Implications for supply chains and the people who power them
Coronavirus: Implications for supply chains and the people who power them
Note: this article was also published on the Kinaxis blog. Reading time 6 minutes.
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Should you attend the new Gartner Supply Chain Planning Summit?
Should you attend the new Gartner Supply Chain Planning Summit?
In November 2019, the inaugural Gartner Supply Chain Planning Summit took place in the mile high city, Denver, CO. This…
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Gartner Supply Chain Conference
Gartner Supply Chain Conference
If you are at Gartner Phoenix, on Tuesday 3pm come listen to a panel on Supply Chain Transformation – Going Beyond the…
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Innovate, Disrupt, and Scale the Digital Supply Chain - Day 2 Gartner Insights
Innovate, Disrupt, and Scale the Digital Supply Chain - Day 2 Gartner Insights
This is my first year attending the Gartner Supply Chain Conference. I've been to a number of Gartner events such as…
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Is global complexity driving your automotive supply chain to the edge?
Is global complexity driving your automotive supply chain to the edge?
The solution to supply chain issues in the automotive industry Don’t put your supply chain profits and productivity at…
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Do you know why M&A deal leaks are increasing?
Do you know why M&A deal leaks are increasing?
M&A deal leaks are up. In the days leading up to a bid announcement, significant trading in the shares of the target…
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Intralinks Acquired By Synchronoss To Continue Secure Collaboration Mission
Intralinks Acquired By Synchronoss To Continue Secure Collaboration Mission
Yesterday Intralinks closed on the merger transaction with Synchronoss (NASDAQ: SNCR), the leading innovator of cloud…
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Better Control Where Your Content Goes and Who Has Access
Better Control Where Your Content Goes and Who Has Access
Protecting confidential information as it is shared with external parties around the world is not easy, and…
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Intralinks recognized by Gartner for secure file sharing and team collaboration - key questions to ask
Intralinks recognized by Gartner for secure file sharing and team collaboration - key questions to ask
This post originally appeared on Intralinks’ blog. Only 13, out of more than 100 vendors offering EFSS capabilities met…
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Jay Muelhoefer shared thisAre you a seasoned enterprise sales account executive with managed security or IT services background? We are hiring for two roles - one for the Northeast and one for the West - to join our growing team. Rightworks partners with leading accounting and tax firms to help them not only better manage their specialized application stack to work more productively but also provide comprehensive managed security and IT services. This is a great opportunity for someone in the broader accounting industry to own a broad territory and have significant career impact. #hiring #sales #security #accounting #tax #intuit #thomsonreuters #CCH #taxwell #WoltersKleuwerJay Muelhoefer shared thisWe’re hiring an Enterprise Account Executive at Rightworks. This role is focused on driving new business revenue within the enterprise accounting and tax firm space. You’ll take a consultative approach to uncover challenges across application management, security, IT operations, and firm growth—and position solutions that align to those needs. You’ll own the full sales cycle, from prospecting to close, while building relationships with CPA firm partners and IT leaders and collaborating with pre-sales teams to deliver the right solutions. If you have a track record of closing complex deals in a fast-paced, enterprise environment, this is an opportunity to make an impact. If you’re interested, apply today! https://lnkd.in/gsh6hbTR #Hiring #EnterpriseSales #AccountingFirms #B2Bjobs #jobs
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Jay Muelhoefer shared thisRemember to invest in yourself - come to RightNow event in San Antonio May 18-20 to reenergize, reevaluate your accounting and tax, security and IT strategies and build a clearer path forward in the world of AI, offshoring, security threats, PE, etc. Thanks John Mitchell for guiding the adventure and our amazing speaker lineup like Jonathan Cuff ! #accounting #cpa #innovation #leadership #Intuit #ThomsonReuters #finance #CFO #IT #SecurityJay Muelhoefer shared thisThe world is changing faster than ever. New AI tools. Global challenges. Shifts you didn't see coming. But here's what Jon Acuff knows: there are only four types of change you have to face. And at #RightNOW26, he's going to show you how to navigate all of them. Jon Acuff is a New York Times best-selling author of 10 books, including Soundtracks, Finish, and All It Takes Is A Goal, with over one million copies sold. Named one of Inc.'s Top 100 Leadership Speakers, he's delivered keynotes to companies such as Microsoft, Walmart, and Comedy Central. Ready to future-proof your accounting firm or business? Join us at RightNOW26, May 18-20, in San Antonio. Register now: https://ow.ly/1XFC50YC58w #JonAcuff #accountingandaccountants #motivationalspeaker #leadership #SanAntonio #accountingevents
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Jay Muelhoefer shared thisSeeking a product marketing rockstar to join our team! This is a real leadership role to shape product and GTM strategy in close collaboration with the field within a fast growing, highly dynamic market. What's also cool is the offering family scales from single user web purchasing all the way to top enterprises with AI built-in. Security, IT, SaaS, AI.... it's a full menu of opportunity. #Hiring #Security #AI #IT #Hosting #MSP #SaaS #ProductMarketing #Accouting #Tax #FinTech #Intuit #ThomsonReuters #CCH #CPAJay Muelhoefer shared this𝗪𝗲'𝗿𝗲 𝗛𝗶𝗿𝗶𝗻𝗴! We're looking for a Product Marketing Director at Rightworks. ⭐️ This is a high-impact role at the center of 𝗽𝗿𝗼𝗱𝘂𝗰𝘁, 𝘀𝗮𝗹𝗲𝘀, 𝗮𝗻𝗱 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴, shaping how we bring our platform and solutions to market. You’ll lead positioning, messaging, go-to-market strategy, and product launches while turning market insight into real revenue impact. If you understand 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗳𝗶𝗿𝗺 workflows and the technology ecosystem, this is a chance to put that expertise to work and help drive meaningful growth. 𝗔𝗽𝗽𝗹𝘆 𝘁𝗼𝗱𝗮𝘆 👉 https://ow.ly/I9Fl50YBYtc #hiring #jobs #productmarketingjobs #marketingjobs
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Jay Muelhoefer shared thisHow do you make your team better? Bring in one of the industry's top minds to share decades of hard-won wisdom as a keynote speaker. In the Accounting and Tax industries, Allan Koltin is that spark that leads from the front. He delivered at Ignite 2026 - our Sales Kickoff for Rightworks. Allan pulled back the curtain on what it actually takes to embrace the changes happening in our industry as well how to be a trusted advior to our clients. Our GTM (Go To Market) team walked away with frameworks they can use tomorrow. Allan, you're the real deal. Thank you for your time! #Accounting #Tax #Leadership #Sales #SKO #Rightworks #Security #IT #mergersandacquisitions #PrivateEquity
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Jay Muelhoefer shared thisMy first Go-To-Market (GTM) and Sales Kickoff (SKO) with Rightworks! Exciting year ahead as we accelerate delivering customer value for managed security and IT for the accounting profession in firms and small businesses. An amazing 2025 and momentum for 2026 ahead. Thank you to the entire GTM team for their engagement, collaboration and success. #security #IT #accounting #sales #SKOJay Muelhoefer shared thisGreat things start with great people. 🤝 This week we're bringing our sales team and company leaders together for Ignite 2026! The energy in the room was a reminder of why we do this: 70,000+ customers are counting on us. ❤️ Now let's get ready for Day 2! 🔥 #WeAreRightworks
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Jay Muelhoefer shared thisMaking lives better for accounting and tax professionals and firms daily…..Jay Muelhoefer shared thisWhen a small firm is losing time to slow apps, double logins, and clunky remote access, the impact is real—hours lost, onboarding slowed, productivity stalled. Annapolis Accounting felt all of it. Then they moved to Rightworks. Now their team logs in once, gets to work instantly, and saves 10+ hours every week. Onboarding new staff is quicker, remote work is seamless, and their entire environment simply works. Real transformation. Real time reclaimed. See how this 7-person firm modernized overnight: https://ow.ly/zJIT50YbM62Simplifying Technology and Strengthening Security: How Annapolis Accounting Services Gained Peace of Mind with RightworksSimplifying Technology and Strengthening Security: How Annapolis Accounting Services Gained Peace of Mind with Rightworks
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Jay Muelhoefer shared thisAccounting and tax professionals - need an early break as we enter the busy season? One week to register to participate in discussion about how to get the most out of AI today and in the futureJay Muelhoefer shared thisJoin us for a free Fireside Chat in #RightworksCommunity. Registration is 100% free! (Registration link in the comments) #AI is driving massive gains in firm efficiency, but if you're still billing based on time or WIP, you could be quietly heading for a revenue crash. 📉 💲 Join me for a for a high-impact fireside chat with the one-and-only Jennifer Wilson from ConvergenceCoaching, LLC as we discuss how firms can get ahead of this shift before it’s too late. From proactive pricing strategies to rethinking what value really looks like, this conversation will challenge your current model and give you the mindset and methods to future-proof your revenue. 💡💡💡 This isn’t a future problem. It’s already happening. Clients still see your expertise as essential - but your billing model may be quietly working against you. What you’ll take away from this session: ✅ Why working faster should never mean earning less ✅ How to stop undervaluing deliverables in a post-AI world ✅ Smart pricing shifts firms can make today to protect tomorrow’s revenue While this event does not qualify for CPE, you should still listen in anyway. Even if you're not an accountant, you can learn some valuable insights regarding how AI impacts the bottom line. #rightworks #theFutureIsNow #accounting
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Jay Muelhoefer shared thisAdvancing the Accounting profession and sharing best practices for firm growth through Advisory - thank you Roman Kepczyk for your leadership and insights with real world practical success stories. #Accounting #CAAS #CAS #Security #Advisory Kuesel & AssociatesJay Muelhoefer shared thisRightworks presented at Kuesel & Associates CAAS Leaders Accelerator yesterday in Chicago on the evolving AI-fueled CAAS Tech Stack (with the added bonus of dinner with long time mentor and friend Marc Rosenberg, CPA and Art Kuesel).
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Jay Muelhoefer shared thisHiring a Revenue Enablement leader! Rightworks is hiring for someone who wants to create training / learning programs, own the rollout, collaborate to up level the skills of our GTM team and have a HUGE impact for a business. Future team member will have a great story of building and being a transformation agent on their CV. Ideally located in the greater Boston area but open to the right half of the country. Please apply directly or send me a note. https://lnkd.in/eAQfqBQA
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Jay Muelhoefer liked thisJay Muelhoefer liked thisThe billable hour just broke. Most firms are pretending it didn’t. AI didn’t just make professional services more efficient. It exposed the flaw in the business model. The work is getting faster. The outcomes are the same. So the question every partner now faces is simple: What exactly are you billing for? The market is already reacting. Fees are being challenged. Hiring is slowing. The traditional pyramid is being compressed. This article breaks down why the economics built on time are failing, what is already happening across the industry, and how the firms that win are already operating differently. If this challenges how you think about pricing, AI, and the future of professional services, follow my newsletter for more insights on building scalable companies.The Billable Hour Is Dead. AI Just Signed the Death Certificate.The Billable Hour Is Dead. AI Just Signed the Death Certificate.
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Jay Muelhoefer reacted on thisDismissed with Prejudice Quietly, over the last several months, an important fight was being held. Darius Lahoutifard of MEDDIC Academy had trademarked MEDDPICC and was claiming ownership to all the trademark rights. Trademark owners usually possess the exclusive right to use their mark to prevent others from using their mark or similar marks. Key rights typically include enforcing ownership against infringers, licensing the mark and potentially owning the mark indefinitely. Andy Whyte, CEO of MEDDICC Ltd decided to stand his ground since trademark infringement was a threat to his MEDDICC training and consulting business. I decided to join Andy and I acted as the expert witness. I believed it was important to represent the greater B2B Sales community in defense of MEDDPICC and MEDDIC. I believe that MEDDPICC and MEDDIC should be used freely throughout the sales world as a generic, industry term. It was my opinion that any attempt to assert exclusive rights would likely stifle a sales language that has become a meaningful sales industry communication, force unneeded change within the numerous companies utilizing MEDDPICC and MEDDIC, and cause nothing but unwanted confusion in the B2B Sales world. And last week we won! A United States District Court ruled that MEDDPICC, is a generic term, widely adopted as a B2B sales qualification methodology and cannot be owned as a trademark. Chief Judge Wendy Beetlestone ordered the United States Patent and Trademark Office to cancel Registration No. 6,489,058, held by Darius Lahoutifard of 01 Consulting LLC, doing business as MEDDIC Academy. The court found that Lahoutifard was not involved in MEDDPICC's conception, yet after almost 30 years after the genesis of MEDDIC at PTC in the early 1990’s, and the creation of MEDDPICC in 2005, he federally registered the MEDDPICC term as his trademark in 2020. The court granted Andy Whyte’s company and MEDDICC Ltd motion for summary judgment in full on the trademark claims and dismissed every counterclaim brought by Darius Lahoutifard with prejudice. MEDDPICC and MEDDIC are free to be used by the sales community as they were originally intended.
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Jay Muelhoefer liked thisJay Muelhoefer liked thisIt is always an honor to lead the annual BDO Alliance USA Conference Run/Walk, a longstanding community wellness project for ConvergenceCoaching, LLC. What a wonderful turnout on day 3 after Cinco de Mayo - so proud of these people! Super grateful for this year's #evolve2026 run and walk leaders including fastie Terry Bush, and walk leaders Tamera Loerzel and Samantha Mansfield. I'm hoping our wonderful participants will tag themselves in. Special thanks to new friend Inneke Zulch who helped me run a route we did not use for the big group run/walk due to its lack of appeal! Please tag yourself in if you were there!
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Jay Muelhoefer liked thisJay Muelhoefer liked thisA hundred years ago, as a fresh-faced college intern at a fancy very much of-the-moment PR agency, one of the senior executives decided that I would henceforth be known as “Wordboy.” Fortunately the goofy nickname didn’t live beyond that summer (and let’s not get any ideas). But the truth that I was a word nerd was much longer lasting. As a product marketer and a CMO, messaging has always been my thing. I love the structure of language and how it brings clarity and conveys meaning where little exists. I get a real thrill from shaping a narrative that threads disparate ideas, carves ownable space in a competitive market, and creates meaning and belief with customers, prospects and employees. I’ve seen it change a company’s culture and growth trajectory in unmistakable ways. It’s been a lot of fun reconnecting with my messaging roots in my recent collaborations with fellow word nerd Jennifer Sikora. Jen and I have been quietly helping founders and executive teams find their narrative as facilitators of messaging workshops. Now we’re excited to take on some more projects. If you’re struggling to articulate differentiation in a sea of sameness … if you’re finding your story losing power and impact as competitor claims converge … if you’re feeling defenseless in the build-vs-buy defensibility debate … Hit us up! Jen and I would love to help.
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Jay Muelhoefer liked thisJay Muelhoefer liked thisAdobe completes acquisition of Semrush, strengthening 𝐂𝐗 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 with AI-powered brand visibility Adobe enhances its Customer Experience Orchestration strategy by integrating Semrush’s SEO and brand visibility capabilities into its AI-driven CX Enterprise ecosystem. Anil Chakravarthy, 𝐏𝐫𝐞𝐬𝐢𝐝𝐞𝐧𝐭 𝐨𝐟 𝐂𝐗 𝐎𝐫𝐜𝐡𝐞𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬, highlights how the deal redefines brand discoverability across AI and search-driven customer journeys. William Wagner, 𝐂𝐡𝐢𝐞𝐟 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐫, emphasizes building the definitive platform for brand visibility in the AI-first era. Is this the next big shift in how brands win visibility in AI-driven discovery? Read the full story on Mar Tech News https://lnkd.in/dGGU4ETm #Adobe #Semrush #CXEnterprise #CustomerExperience #MarTech #AdTech #SEO #AIinMarketing #BrandVisibility #DigitalMarketing #AgenticAI
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Jay Muelhoefer liked thisJay Muelhoefer liked thisAs enterprises accelerate #AI adoption, resilience has become the defining leadership challenge. The risk isn’t just model performance - it’s operational fragility across infrastructure, data, security, and supply chains. I’m looking forward to speaking at IBM Think, Spotlight session “Advance AI‑Era Resilience with Integrated Technology Ecosystems”, where we’ll explore how organizations can move beyond siloed solutions to a full‑stack #resilience operating model - one that protects availability, integrity, and trust even as complexity and volatility increase. Joining me will be Dylan Boday, Kevin Sligar, and Shibu Thomas, as we discuss how integrating infrastructure resilience, zero‑trust operations, data integrity, and intelligent automation enables always‑on services, faster recovery, and confidence at scale. If AI is central to your strategy, resilience must be engineered into the ecosystem, not treated as an afterthought. #IBMThink2026 #AI #EnterpriseResilience #OperationalExcellence #TechnologyLeadership #IBM #CyberResilience #IBMTLS
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Jay Muelhoefer liked thisJay Muelhoefer liked thisBuilding new muscle for organizations means grounding teams in unified ways of thinking, clearer terminology, tools for developing market expertise, and aligned objectives. Happy to be driving this for our teams here at Rightworks.PMC Level I was issued by Pragmatic Institute to Michael Way.PMC Level I was issued by Pragmatic Institute to Michael Way.
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Jay Muelhoefer liked thisLast Friday was our 3rd Think Tank event in 3 years, and we had the pleasure of co-hosting with Practice Protect. We asked a group of Australia’s leading partners and providers in the Accounting industry to selflessly give their day to an important cause: how to better support our collective client community and build a better future for Accountants. These incredible humans tackled tough topics and inspired real hope that the community is in good hands. Thanks to everyone who got involved and trusted me to facilitate this project. Thank you to my trusted co-pilots Orla McGlynn & Jenny Caune TOA Global
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Jay Muelhoefer liked thisJay Muelhoefer liked thisSo excited about this one. Deborah Defer is always a fun time! Deb Defer is joining me this Friday at noon CT on #KickingCAS and she is bringing her favorite #CAS technology to the conversation. We connected right here at BDO Alliance USA #EVOLVE this week and the energy has been incredible. If you are building a CAS practice and want to know what tools are actually moving the needle, you do not want to miss this. Friday. Noon CT. See you there. #BDOAllianceEVOLVE #CASgrowth #CPA
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Stefan van Olst
In today’s food and beverage industry, speed and precision aren't nice-to-haves—they're survival tactics. QAD ERP is purpose-built to help manufacturers: • Optimize planning & inventory • Navigate ingredient volatility • Ensure food safety compliance—anywhere Explore how QAD helps leaders become Adaptive Enterprises, ready for what’s next: https://gag.gl/b2sJDy #FoodAndBeverageERP #AdaptiveManufacturing #Traceability #DigitalTransformation
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Mazen G. Baroudi
How can companies achieve meaningful CPQ-driven optimization without unwinding the whole operation? Prioritizing foundational design elements that are anchored in delivering value is crucial for CPQ success. My colleague, Brian Goonan, dives deeper into the key priorities to focus on:
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Stefan Sexl
The new CPM year is starting with a big bang: Hg is acquiring OneStream Software and plans to take it off the stock market. Reason enough for my colleagues Christian Fuchs, Kelley Lynn Kassa, and me to write a BARC commentary! We address the question of overlaps with other CPM products in the portfolio, the valuation - and the crucial question of what this means for Onestream customers. Enjoy reading - and happy new year: https://lnkd.in/dUMfHuQJ
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Matt Breslin
AI is shaping the future of industry, but success depends on more than technology. It requires embedding AI into the DNA of operations, building trust, and developing the right talent. In my latest article with diginomica, I share how leaders can turn ambition into action and close the gap between potential and performance. Read the full article: https://ifs.link/zesZpW #IndustrialAI
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Antony Bourne
IFS has acquired TheLoops, an AI-powered customer support operations platform. This move accelerates their mission to bring moment of service excellence to every customer interaction — by empowering service, support, and success teams with real-time, actionable insights. The Loops’ advanced AI capabilities supercharges automation, enhances team productivity, and delivers customer experiences that scale. 👉 With this acquisition, IFS will strengthen its commitment to intelligent, outcome-driven service transformation. 👉 Customers will gain deeper operational visibility and smarter decision-making — right where it matters most. Welcome to the IFS family, The Loops! 💜 https://lnkd.in/e_aqDHXi #IFS #TheLoops #AI #CustomerSupport #Acquisition #ServiceManagement #CustomerExperience #MomentOfService #IFSNews
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Dave Medd
Leading organizations are accelerating supply chain decision making by abandoning old siloed S&OP, Financial Budgeting and Ops planning systems for Integrated Business Planning solutions. SAP #IBP is game changing. And ArchLynk’s integration of #AI makes yesterdays historical “Algos” quaint compared to forward looking, Demand Sensing AI with harmonized data from SAP and Databricks. SAP Supply Chain Management
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David Rajesh Sundardas
Are you a small or mid-sized manufacturer feeling the pressure? 🌱 Digital transformation isn't just for the giants anymore! According to Bobby Cook, Senior Director of Global SMB Strategy at Siemens, the key to remaining competitive lies in a "right-sized" approach to technology. This means leveraging integrated, AI-enhanced solutions that overcome common hurdles like fragmented systems and limited resources. Imagine: 🌱 Bridging the IT/OT divide for real-time insights 🌱 Turning legacy assets into data goldmines with AI 🌱 Achieving up to 30% improvements in productivity and cost reductions It's time to move from "islands of information" to connected, agile operations. Learn more: https://sie.ag/5oKiCm
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Chris Kotsifas
CEOs, CFOs, CIOs in M&A: see it before you own it. Waiting for extracts isn’t diligence - it’s drift. Tapestry (the insights platform from DatumSure) gives governed, decision-ready signals pre-close - overlap, risk, Day-1 readiness - without moving raw data. Sharing DatumSure’s blog post. Worth your time if you’re buying, selling, or being acquired. Read: M&A: How to See Around Corners Safely https://bit.ly/4ixC5F8 #MandA #DueDiligence #CorporateDevelopment #DataGovernance #ZeroDataMovement DatumSure
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