In this episode, Joe Sandin, president of OnSharp, discusses the intersection of technology, process, and data in business operations. He emphasizes the importance of having a clear understanding of business processes before implementing technology, the critical role of data in ensuring successful outcomes, and the necessity of a strong team to optimize these systems. Joe also highlights the growing trend of custom portals as a solution for businesses seeking to enhance efficiency and customer experience, while addressing the need for integration across various systems. 

Joe Sandin also discussed the development of a new customer portal called Core, designed to integrate seamlessly with HubSpot and provide a holistic experience for users. He emphasizes the importance of change management in technology implementations, particularly for larger companies, and highlights the need for businesses to adapt to the increasing velocity of change driven by technology and AI. Joe shares insights on entrepreneurship, the significance of patience and progress, and the importance of building a strong team to complement individual strengths. He also offers book recommendations that align with his journey towards transitioning from a service-based to a product-based business.

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