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  • Can a simple update to a 75-year-old decision-making framework give your business an edge with AI?

    To answer that, Knownwell CMO Courtney Baker, CEO David DeWolf, and CPO/CTO Mohan Rao discuss enhancing the classic OODA (Observe, Orient, Decide, Act) loop with a new step: "Inspect." They explain how "Inspect" can empower companies to evaluate, learn, and refine decision processes in the age of automation, with real-world examples such as autonomous vehicles and medical AI applications.

    Check out www.knownwell.com/OODAI to download your own copy of the OODAI Loop.

    Also, Michael Harnum of ESG Success shares insights on how AI is helping tech firms scale customer success without massive personnel increases. Michael illustrates how digital customer success tools, like automated monthly reviews and even virtual customer success managers, enable companies to nurture a broad customer base efficiently.

    All that PLUS Pete joins Courtney for AI in the Wild, diving into Ernst & Young's $1.4 billion investment in an in-house AI platform that now supports 96% of their workforce. Known as "Client Zero," this pioneering system is boosting operational efficiency and enhancing customer service—serving as a testing ground before client deployment.

    Make sure to check out www.knownwell.com/demo to get a look at Knownwell’s AI-powered platform for commercial intelligence.

    Watch this episode on YouTube: https://youtu.be/vCM5tQAkyrA

  • Are the days numbered for popular business intelligence tools like Tableau, Power BI, Looker, and Qlik?

    In this episode of AI Knowhow, we talk about AI’s transformative impact on data and analytics, exploring why traditional business intelligence tools may be approaching obsolescence. Knownwell CEO David DeWolf and Chief Product Officer Mohan Rao join CMO Courtney Baker to dive into the ways AI is shaping a new era, moving from static data reporting to dynamic, proactive intelligence that’s reshaping business decision-making. They argue that as AI matures, its capabilities in real-time insight and contextual understanding will supersede what BI tools can offer, creating a future where intelligence—not just information—guides business.

    In a compelling conversation with Max Votek of Customertimes, Chief Strategy Officer Pete Buer explores the American public’s surprising optimism about AI in healthcare. Max reveals insights from a recent Customertimes study, highlighting the public’s openness to AI diagnostics and potential improvements in efficiency and costs. The two also discuss the limits of AI in healthcare and why patients still prefer AI as a tool rather than a replacement for doctors.

    All that PLUS a new segment, "In the Year 2032," where Courtney and Pete look at the World Economic Forum’s take on AI’s impact on the workforce, including predictions that up to 90% of jobs could be affected by AI within a decade. With high-level analysis and engaging discussions, this episode sheds light on how AI is reshaping industries and what leaders need to consider for the road ahead.

    Curious to see if Knownwell can boost your team’s AI capabilities? Email us at [email protected] with the subject line "AI Knowhow Offer" to see if you qualify for three free months of Knownwell’s platform.

    Watch this episode on YouTube: https://youtu.be/bwNkTFkstao

    Make sure to check out www.knownwell.com.

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  • In the digital age, what does it take for marketing firms to stay ahead? AI Knowhow host Courtney Baker explores this with highlights from an exclusive marketing roundtable featuring insights from Knownwell’s Chief Product Officer, Mohan Rao, 2X CEO Dom Colasante, and Cognitive Path co-founder Geoff Livingston. Together, they tackle how AI helps agencies enhance their creativity, gain precise customer insights, and uncover new market opportunities.

    Later, Pete Buer catches up with Jeff Mason, CEO of Power Digital Marketing, to discuss AI-driven customer experiences and how his team leverages advanced tools to help brands scale effectively. From analyzing data for real-time insights to running AI-enabled customer service, Jeff shares his team’s innovative approaches and discusses AI’s role in elevating marketing precision and personalization to new heights.

    And don’t miss our Halloween-inspired game, “Trick or Treat,” where Courtney, David, and Mohan tackle quirky AI-themed questions and compete for the top score.

    Tune in to learn how marketing firms are reshaping themselves with AI, and what lies ahead for the future of data-driven creativity and strategy!

    Visit Knownwell.com/demo for an inside look at AI solutions for marketing.

  • As AI continues to revolutionize industries, why are so few organizations prepared with AI policies and procedures? And what role should HR leaders play in this transformation?

    In this second part of AI Knowhow from Knownwell, Chief Strategy Officer Pete Buer and CEO David DeWolf pick up their conversation about AI transformation in middle-market professional service companies.

    They dive deep into the strategic role HR should play in the next 18-36 months, advising that HR must be involved from the beginning to influence talent management, strategy, and change management. David shares a fascinating story about using ChatGPT to draft Knownwell’s first OKRs in under an hour, showcasing the practical impact of AI in leadership decision-making.

    We also hear from Tamarah Usher of Slalom, who explains how they’re enabling enterprise-wide AI transformation and scaling AI-driven innovations across their teams. HR’s readiness, she explains, is pivotal to navigating the fast-moving skills gap and workforce adaptation.

    Don't forget to check out Knownwell's AI Transformation Readiness Assessment to see how prepared your organization is for this new era: www.knownwell.com/assessment.

    Also, be sure to check out Nordlight at www.thenordlight.com.

    Watch this episode on YouTube: https://youtu.be/QjxMJRX8OAc

    AI Knowhow is brought to you by the team at Knownwell.

  • AI is reshaping every facet of business—but which departments are least prepared, and what's the biggest challenge CEOs face in leading this transformation? In this special two-part episode of AI Knowhow, host Knownwell CEO David DeWolf chats with Chief Strategy Officer Pete Buer about the AI transformation mandate. They explore the critical role HR plays in preparing for this shift and the challenges middle-market companies face in aligning leadership and vision. Pete shares insights from his research on AI readiness, highlighting the key pain points faced by investors, CEOs, and HR leaders as they navigate this complex transformation.

    Later, Pete sits down with Jon Evans from Impact Networking to discuss how companies can become AI-enabled. Jon shares his experience building a team dedicated to AI transformation and breaks down the steps to move from AI vision to practical implementation. Together, they dive into the importance of empowering employees and aligning AI initiatives with business outcomes.

    Don't forget to check out Knownwell's AI Transformation Readiness Assessment to see how prepared your organization is for this new era: www.knownwell.com/assessment.

    Also, be sure to check out Nordlight at www.thenordlight.com.

    Watch this episode on YouTube: https://youtu.be/4S1cvu6hfTE

  • How well are you using all the data flowing through your business?

    While businesses are familiar with using data from CRM, ERP, and business intelligence tools, Courtney, David, and Mohan explore the untapped power of unstructured data—emails, Slack messages, and Zoom calls. This new era of commercial intelligence uses AI to digest these communication streams and make smarter business decisions.

    David breaks down the five pillars of commercial intelligence—revenue intelligence, market intelligence, client intelligence, engagement intelligence, and value stream intelligence—while discussing how AI can transform professional service firms.

    Guest Chris Sorel from Catalyte joins Pete Buer to discuss how AI's potential goes far beyond generative models, improving everything from productivity to customer engagement and platform services.

    In the "What's Your 9-1-1?" segment, Pete highlights a fascinating New York Times story where AI correctly diagnosed a medical condition missed by doctors, sparking a conversation on how businesses should start considering AI as part of their customer engagement strategies.

    Watch this episode on YouTube: https://youtu.be/KtEHBz8B-jk

    Learn more about Knownwell’s commercial intelligence platform at www.knownwell.com/demo.

  • Ever wondered how AI can transform commercial intelligence?

    This week, Knownwell's CEO David DeWolf and Chief Product Officer Mohan Rao dive into the release of their AI-powered platform for commercial intelligence, now in private beta. They explore how this technology helps professional service firms improve client satisfaction and prevent surprise churn.

    David and Mohan kick off with exciting news about Knownwell’s recent $4 million seed round, which will accelerate product development. Mohan shares the breakthroughs that have led to the latest beta product, highlighting major improvements in user experience, scoring insights using LLMs, and the platform's real-time unstructured data analysis capabilities. Together, they unpack the complexities of integrating AI into commercial operations and why early customers are already seeing transformative results.

    Later, Courtney Baker and Pete Buer join the show for another AI in the Wild, discussing how JPMorgan Chase is equipping 140,000 workers with generative AI tools, projecting $2 billion in value through productivity gains and cost savings.

    Watch this episode on YouTube: https://youtu.be/tNFjRrCLjgM

    Sign up to see Knownwell in action: https://knownwell.com/demo/

  • What if AI could anticipate your needs without you even having to ask?

    This episode explores the emerging world of ambient AI and how it will revolutionize business operations.

    First, Courtney Baker, David DeWolf, and Mohan Rao discuss the shift from AI as a tool you go to, to AI that seamlessly blends into your day-to-day activities—delivering insights and taking actions in real time, all without prompting.

    Later, Pete Buer talks with AI and innovation keynote speaker Dan Chuparkoff about why AI is like a piñata, bursting with potential once you break through the surface. Dan shares his insights on how AI will fundamentally change teamwork, decision-making, and even personal productivity, revealing new layers of efficiency.

    Also, in a brand new segment, Pete and Courtney dive into Canva's bold move to raise prices by 300% with the introduction of new AI features. Will this strategy help or hinder its market dominance? Tune in to find out how AI is reshaping the tools we rely on and what it means for your business.

    Watch this episode on YouTube: https://youtu.be/OcLjuyu3Mdk

    Make sure to get the exciting news from Knownwell at www.knownwell.com.

  • With AI seemingly everywhere, how can you distinguish between true AI-native products and AI-infused ones? And why does the distinction even matter in the first place?

    In this episode, Courtney Baker, David DeWolf, and Mohan Rao clarify the differences between AI-native products built from the ground up and AI-infused products that simply incorporate AI features. They explore how this distinction impacts business decisions and what to look for when considering tech solutions for future-proofing and innovation.

    Later, Pete Buer sits down with special guest Peter Armaly, a partner at Valuize and author of the new book Mastering Customer Success. They discuss how AI is revolutionizing customer success management and its role in predicting customer behavior, aiding decision-making, and increasing customer retention.

    Watch this episode on YouTube: https://youtu.be/tm0C4AawmfY

    Ready to reimagine your business with AI? Visit www.Knownwell.com.

  • In the second quarter of 2024, a staggering $24 billion in venture capital flowed into AI startups. But where exactly is all that money going, and what does it signify for businesses navigating the AI landscape?

    Courtney Baker, David DeWolf, and Mohan Rao break down the three major categories where AI investment is focused: vertical AI applications, horizontal AI applications, and AI development infrastructure. David and Mohan highlight why business leaders should care about this surge in funding, emphasizing how it signals the next wave of AI innovation and practical ROI for companies that strategically invest.

    Also, James O’Brien, co-founder of Ducky.AI, shares insights into how his AI-powered customer support platform is transforming knowledge management in businesses and explains how AI is augmenting—not replacing—human tasks.

    All of that PLUS another edition of AI in the Wild! Pete Buer discusses a major partnership between Accenture and Google Cloud, exploring how their joint efforts in generative AI and cybersecurity could inspire confidence in skeptics of AI's ROI timeline.

    Watch this episode on YouTube: https://youtu.be/UKKMD0C7ekw
    Sign up for Knownwell’s beta: www.knownwell.com

  • Can you believe it's been a year? AI Knowhow is celebrating its first anniversary, and we’re marking the occasion by taking a nostalgic look back at an incredible year of AI insights and innovations.

    In this special anniversary episode, host Courtney Baker is joined by Knownwell’s CEO, David DeWolf, and Chief Product Officer, Mohan Rao, to reflect on the episodes, surprises, and even debates that made the past year so memorable.

    The trio delves into the unexpected twists in AI's evolution, from the powerful impact of generative AI on software development to the surprising lack of enterprise-wide AI orchestration. Courtney challenges David and Mohan to share what surprised them the most in the AI landscape over the last year.

    Later, Pete Buer joins with a fascinating "What Is Your Flavor?" segment, revealing how AI is revolutionizing the alcohol industry.

    Watch this episode on YouTube: https://youtu.be/K9mMhAhEtxQ

    Sign up for Knownwell’s beta: www.knownwell.com

    Knowhow is brought to you by the team at Knownwell.

  • Can OpenAI’s "Five Steps to Artificial General Intelligence" (AGI) be applied to business strategy? We think so—and we’re ready to break it down for you.

    Courtney Baker is joined by David DeWolf and Mohan Rao to delve into OpenAI’s recently unveiled five-step roadmap to AGI and compare it with Knownwell’s own five altitudes of AI in business. Are we really just at the tip of the spear with AI or are we closer to significant business transformation than we think?

    Pete Buer speaks with Blake Morgan, customer experience futurist and author of "The Eight Laws of Customer-Focused Leadership." Blake and Pete discuss how AI is transforming customer interactions and what businesses need to do to stay ahead in this evolving landscape.

    All that PLUS Courtney and Pete take a look back at some of the most impactful guest interviews from the past year, with Pete sharing the conversation that left a lasting impression on him.

    Watch this episode on YouTube: https://youtu.be/zqE5GUvHj9g
    Visit Knownwell’s website to learn more: www.knownwell.com

  • How do you sell AI across a company with a diverse workforce—ranging from the skeptical finance team to the enthusiastic Gen Z in HR? In this episode of AI Knowhow from Knownwell, CMO Courtney Baker is joined by CEO David DeWolf and Chief Technology & Product Officer Mohan Rao to discuss strategies for getting everyone on board with AI, even those resistant to change.

    First, they dive into the challenges of driving AI adoption, sharing insights on how to identify champions, showcase early wins, and frame new AI initiatives as low-risk experiments.

    Then, Chief Strategy Officer Pete Buer speaks with Philipp Mueller, Chief Analyst and Product Officer at Outsell, who shares his expertise on overcoming resistance within organizations and driving meaningful AI adoption.

    In our AI in the Wild segment, we explore the inspiring story of U.S. Representative Jennifer Wexton, who, after losing her voice to a neurological disorder, uses AI to regain it—showcasing AI’s transformative power in personal and professional lives.

    Watch this episode on YouTube: https://youtu.be/e6zFS5diz1Y

    Sign up for Knownwell’s beta: www.knownwell.com

  • Do you need to understand backpropagation, K-means clustering, or hyperparameter tuning to lead an AI transformation in your business? Probably not. So, what should you focus on instead?

    In this episode, David DeWolf and Mohan Rao explore how to think strategically about AI adoption, from identifying your company’s pain points to deciding whether to build or buy AI solutions. They also discuss the critical role business leaders play in driving AI projects, emphasizing the importance of focusing on business outcomes rather than getting lost in the technology.

    Later in the episode, Pete Buer sits down with Aby Varma, a global marketing leader, to talk about AI-native products and what executives need to know to stay competitive. Varma shares insights on leveraging AI for content at scale and discusses the future of marketing technology, including the rise of AI agents and tech consolidation.

    Watch this episode on YouTube: https://youtu.be/K-Luk7Eg3SY

    Register for the Marketing Roundtable: www.knownwell.com/marketingroundtable

    AI Knowhow is brought to you by the team at Knownwell.

  • In the evolving landscape of AI, professional service companies face a critical juncture: productize or risk being left behind. But what does it mean to productize services in an AI-driven economy? Join Knownwell's Chief Marketing Officer, Courtney Baker, CEO David DeWolf, Chief Product Officer Mohan Rao, and Chief Strategy Officer Pete Buer as they explore why now is the time for service companies to rethink their models and embrace AI to enhance value and efficiency.

    Mohan and David delve into the shift from a growth-focused economy to a performance economy and discuss how this shift is pushing professional service firms towards more scalable, productized offerings. They tackle tough questions: Is this shift leading to a race to the bottom, or can AI offer a path to greater differentiation and value?

    Special guest Dr. Shai Azoulai, a cognitive neuroscientist, joins Pete Buer for an insightful conversation on what non-technical executives need to understand about AI. Dr. Azoulai shares his expertise on the distinctions between human cognition and AI capabilities, highlighting where AI excels and where human intuition and strategic thinking still reign supreme.

    All that, PLUS the July AI Wrap-up! Courtney recaps the latest developments in the AI world, including Meta’s release of Llama 3.1 and the surging investment in AI startups amidst growing skepticism about AI's ROI.

    Watch this episode on YouTube: https://youtu.be/MrDKhNV54TE

    Find out more about Knownwell: www.knownwell.com

  • Ready to take the reins and lead your company into the AI era?

    Our panel discusses the traits of early adopters, the importance of fostering a culture of innovation, and practical steps to get started with AI in your organization.

    Special guest Can Turan, CEO and founder of Pebbles Ai, shares insights from his journey in automating B2B go-to-market workflows with AI. Can and Pete Buer explore the intersection of AI and business, offering valuable advice for leaders looking to drive AI adoption.

    In our AI in the Wild segment, Pete brings a fascinating story from Cheyenne, Wyoming, where resident Victor Miller is campaigning to get his AI creation, VIC, on the mayoral ballot. Pete discusses the potential and limitations of AI in governance, sparking a thought-provoking conversation on the future of AI in public administration.

    Watch this episode on YouTube: https://youtu.be/0PZxmnTxrlk
    Sign up for Knownwell’s beta: www.knownwell.com

    AI Knowhow is brought to you by the team at Knownwell.

    00:00 Introduction to AI Early Adopters 00:40 AI in the Wild: AI for Mayor 04:07 Empowering Early Adopters in Your Organization 07:50 Becoming an Innovator: Practical Steps 11:29 Leadership's Role in Fostering Innovation 15:24 Interview with AI Entrepreneur John 17:06 AI in Marketing: Insights from Pebbles AI 22:29 Practical Advice for AI Adoption 24:43 Conclusion and Final Thoughts

    #AI #Innovation #EarlyAdopters #BusinessLeadership #CustomerSuccess #AIinBusiness #Marketing #GrowthStrategy #AIInnovation #Leadership #AIApplications #DigitalTransformation #FutureOfWork #TechLeadership #AIinGovernment

  • How can businesses ensure customer satisfaction in economic relationships? How can they continually elevate the value they bring? And what if AI could fortify your company’s foundational strengths? The answer lies in commercial intelligence.

    Courtney Baker is joined by Knownwell’s CEO David DeWolf and Chief Product Officer Mohan Rao. They dive into the transformative potential of AI in solving commercial intelligence problems, highlighting how AI can enhance and augment business processes to sustain and grow economic relationships, making companies more profitable and client-centric.

    Special guest Dr. Andy Workman, Provost at Widener University, shares insights with Chief Strategy Officer Pete Buer on what business leaders can learn from the challenging economics of running colleges and universities. He discusses how AI can tackle issues like stagnant revenue, high labor costs, and increased competition, drawing parallels between the higher education sector and the corporate world.

    In our AI in the Wild segment, we introduce Knownwell's Lead Data Scientist, Ramsri Golla, who developed an AI model featured in the Google I/O keynote. Ramsri explains how he and Ravi Theja Desetty trained a model on 15 different Indic languages, showcasing the incredible potential of AI in breaking language barriers and enhancing communication.

    Watch this episode on YouTube: https://youtu.be/M0RYC3HQMY4

    Sign up for Knownwell’s beta: www.knownwell.com

    AI Knowhow is brought to you by the team at Knownwell.

  • Ever wondered how AI is reshaping the marketing landscape and the balance between creativity and relationships?

    In this very special episode, we play a conversation that our very own Courtney Baker had on No Brainer, a podcast hosted by Geoff Livingston and Greg Verdino about marketing and AI.

    Courtney, Geoff, and Greg explore the balance of AI's capabilities in marketing, discussing the limitations of AI-generated content and the enduring value of human creativity. Hear about the challenges and opportunities for mid-market companies to harness AI, and why it's a moment for these businesses to lean into AI innovation.

    Check out more from the No Brainer crew at www.nobrainerpodcast.com.

    Watch this episode on YouTube: https://youtu.be/n54TABcpWAA

    Sign-up for Knownwell's beta: www.knownwell.com

    AI Knowhow is brought to you by the team at Knownwell.

  • The dog days of summer are upon us, but we're bringing the heat with fresh content. In this special episode of AI Knowhow from Knownwell, we're airing the complete interviews of two previously aired guest interviews packed with new insights and inspiration.

    First, tune into Pete Buer's conversation with Katie Taylor, CEO and Co-founder of Narratize. Recently accepted into NVIDIA's inception accelerator program, Katie shares her journey in building Narratize, a trusted generative AI co-author designed to accelerate market fit for innovative enterprises. Learn how Narratize is revolutionizing communication across functional areas, creating high-impact stories in 20 minutes or less, and maintaining human-led AI transformation.

    Next up, Courtney Baker sits down with Greg Alexander, founder of Collective 54, a mastermind group for professional services leaders. Greg discusses the AI revolution's impact on boutique professional services firms, emphasizing the importance of embracing AI to increase productivity and profitability. Discover how AI is leveling the playing field for smaller firms and why hyper-specialization is the key to staying competitive in this fast-paced landscape.

    Don't miss these rich conversations on AI's transformative potential and actionable strategies for leveraging AI in your business.

    Watch this episode on YouTube: https://youtu.be/nvyW6C2LJsc

    Sign up for Knownwell’s beta: www.knownwell.com

    AI Knowhow is brought to you by the team at Knownwell.

  • How can professional services companies start utilizing AI to keep their customers coming back?

    Recently, Knownwell CEO David DeWolf was joined by Tercera CEO Chris Barbin and DCM Insights Founding Partner Ted McKenna to dive into the stats on customer loyalty in B2B services and offer up some answers.

    Download the new client retention playbook with three proven strategies to retain customers at Knownwell.com/playbook.

    Watch this episode on YouTube: https://youtu.be/c5N9x_IyS8E

    Sign up for Knownwell’s beta: www.knownwell.com.

    AI Knowhow is brought to you by the team at Knownwell.