Cirrius Talk

Cirrius Talk

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Cirrius Talk episodes

  • [Ep 057] Aaron Ott: What Got You Here Won't Lead Others There - Experts, Identity, and Change

    A perfect Salesforce build can still fail the day real people log in, and the reason is almost never technical. In this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗩𝗼đ—čđ—Čđ˜€đ—łđ—Œđ—żđ—°đ—Č 𝗼𝘁 𝗩𝗰𝗼đ—čđ—Č, Greg Banks sits down with đ—”đ—źđ—żđ—Œđ—» 𝗱𝘁𝘁 of đ—”đ—źđ—żđ—Œđ—» 𝗱𝘁𝘁 đ—–đ—Œđ—źđ—°đ—”đ—¶đ—»đ—Ž to unpack why deep expertise can become a blind spot, and how experts grow into the leaders an implementation actually needs.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»:

    • Why technical experts get blinded by their own expertise, and how to widen the table
    • How to align people on the “why” before a single requirement is gathered
    • The three laws of performance and what they mean for adoption and change management
    • How to treat AI as an invitation to higher-value work instead of a threat to your job

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż:

    Salesforce admins, architects, developers, delivery leads, and transformation owners who already know the platform and now have to carry the people side of change.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†:

    đ—”đ—źđ—żđ—Œđ—» 𝗱𝘁𝘁 spent the first 15 years of his career in consulting before moving into internal IT leadership, then launched đ—”đ—źđ—żđ—Œđ—» 𝗱𝘁𝘁 đ—–đ—Œđ—źđ—°đ—”đ—¶đ—»đ—Ž in 2026. His mission is helping experts become leaders by navigating the identity growth required to stay relevant.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔:

    Connect with đ—”đ—źđ—żđ—Œđ—» 𝗱𝘁𝘁 on LinkedIn and take the leadership assessment at aaronottcoaching.com. 

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Aaron Ott on LinkedIn

    Aaron Ott Coaching

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions

    Salesforce at Scale Playlist

    Any Questions: Reach out to us at [email protected]


    #Salesforce #ChangeManagement #Leadership #DigitalTransformation #AdoptionAtScale #AgentforceReady #SalesforceAdmin



    49 min
  • [Ep 056] AI Agent Strategy: 7 Deliverables to Lock In Before Development

    Most AI agent initiatives do not fail in the build. They fail in the planning, where six teams each carry a ninety percent plan and nobody agrees on what success looks like. In this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗔𝗮đ—Čđ—»đ˜đ—¶đ—° 𝗔𝗜, đ—§đ—¶đ—ș đ—›đ—źđ—żđ˜đ—¶đ—»đ—Ž and đ—šđ—źđ˜ƒđ—¶đ—» đ—™đ—żđ—źđ—»đ—žđ—čđ—¶đ—» of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€ walk through the seven deliverables every organization should lock in before building a single agent.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»:

    • The three pre-execution phases: Assess, Initial Architecture, and Initializing Execution
    • How to build a use case value model with KPIs an agent can actually move
    • Running a platform fit assessment so you do not end up paying for agents across six platforms
    • Why target state architecture for AI leans on data and integration, not system design
    • Building an agent evaluation framework that covers output quality, token cost, and security, not just KPIs


    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż:

    CTOs, CIOs, engineering leaders, and business leaders who are responsible for turning “go build AI” into a plan that actually delivers value.


    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†:

    đ—§đ—¶đ—ș đ—›đ—źđ—żđ˜đ—¶đ—»đ—Ž and đ—šđ—źđ˜ƒđ—¶đ—» đ—™đ—żđ—źđ—»đ—žđ—čđ—¶đ—» lead AI implementation work at đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€. The seven-deliverable framework in this episode is what they have coalesced on after iterating across multiple agent engagements and rollouts.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔:

    Planning an agent rollout around Anthropic, OpenAI, or Salesforce? Learn more at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page (Optional: Follow the show for more 𝗔𝗮đ—Čđ—»đ˜đ—¶đ—° 𝗔𝗜 episodes.)

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Episode Artifact

    Tim Harting on LinkedIn

    Gavin Franklin on LinkedIn

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions

    Agentic AI Playlist

    Any Questions: Reach out to us at [email protected]

    37 min
  • [Ep 055] Pat Hubbell (Candorful) - Why 94% of Vets Who Practice Land a Job Within 6 Months

    Transitioning out of the military often means facing a hiring process that went fully digital while you were serving, where one job can draw thousands of applicants and a great resume still gets lost. On this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: đ—§đ—”đ—Č đ— đ—¶đ—čđ—¶đ˜đ—źđ—żđ˜† đ— đ—¶đ—»đ˜‚đ˜đ—Č, Greg Banks sits down with 𝗣𝗼𝘁 𝗛𝘂𝗯𝗯đ—Čđ—čđ—č, co-founder of đ—–đ—źđ—»đ—±đ—Œđ—żđ—łđ˜‚đ—č, to talk about how free, expert interview coaching helps veterans and military spouses turn the interview into their advantage.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»: - Why networking, not the resume, is the number one job-search skill - What real interview prep looks like, from the STAR format to handling mistakes - How đ—–đ—źđ—»đ—±đ—Œđ—żđ—łđ˜‚đ—č pairs candidates with coaches from PwC, Amazon, Oracle, and more - How to get started, and how to volunteer as a coach

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż: Veterans, military spouses, and anyone transitioning into the corporate world, plus professionals who want a high-impact way to give back.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†: 𝗣𝗼𝘁 𝗛𝘂𝗯𝗯đ—Čđ—čđ—č is an engineer and former management consultant who co-founded đ—–đ—źđ—»đ—±đ—Œđ—żđ—łđ˜‚đ—č in 2017. With a team of two and roughly 130 volunteer coaches, đ—–đ—źđ—»đ—±đ—Œđ—żđ—łđ˜‚đ—č serves about 1,000 veterans and military spouses a year, and recently became a partner program within đ—™đ—Œđ˜‚đ—żđ—•đ—čđ—Œđ—°đ—ž.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔: Learn more, book an intake, or volunteer as a coach at candorful.org. (Follow the show for more đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: đ—§đ—”đ—Č đ— đ—¶đ—čđ—¶đ˜đ—źđ—żđ˜† đ— đ—¶đ—»đ˜‚đ˜đ—Č episodes.)

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    To sign up for a 30 minute intake (and prepare for Candorful interviews):

    Go to https://candorful.org/ > Get started tab at the top > Choose “Military Veterans, Military Spouses” from the drop down menu > Get Started button. Then choose 1 coach to meet with for your intake.

    OR

    https://candorful.org/military-veterans-military-spouses/


    To learn more about being an interview coach, join an info session. Sign up here: Sign up to learn more about being a Candorful interview coach

    Coaches should be experienced at conducting corporate/business interviews, be HIGHLY reliable. They also need to be US Citizens or be employable in the US

    Four Block

    Pat Hubbell on LinkedIn

    Recommended Reading

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions

    Use this link to find a curated list of resources we promote based on first-hand experience.

    The Military Minute Playlist

    Any Questions: Reach out to us at [email protected]

    45 min
  • [Ep 054] Taylor Stewart: Is Custom Code Still Scary? AI’s Impact on Salesforce Development

    Custom code used to mean long timelines, high cost, and a nagging fear of what happens when the developer who built it moves on. On this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗩𝗼đ—čđ—Čđ˜€đ—łđ—Œđ—żđ—°đ—Č 𝗼𝘁 𝗩𝗰𝗼đ—čđ—Č, host Greg Banks and co-host 𝗔đ—čđ—čđ—¶đ—Č 𝗡đ—Čđ—čđ˜€đ—Œđ—» sit down with developer 𝗧𝗼𝘆đ—čđ—Œđ—ż 𝗩𝘁đ—Č𝘄𝗼𝗿𝘁 to walk through how assistive AI is reshaping Salesforce development, from landing the project to delivering it.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»: - Why pre-AI integrations were slow and costly, and what specifically changed - How a full point-to-point integration demo got mocked up in about two hours - Where to draw the line between configuration and custom code - How one developer runs an entire project with AI as BA, PM, and architect

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż: Salesforce developers, admins, architects, and delivery leaders who want a grounded, practitioner view of where AI actually helps in custom development.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†: 𝗧𝗼𝘆đ—čđ—Œđ—ż 𝗩𝘁đ—Č𝘄𝗼𝗿𝘁 is a developer at đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€ who specializes in integrations and helped pioneer the firm’s use of assistive AI in delivery. Co-host 𝗔đ—čđ—čđ—¶đ—Č 𝗡đ—Čđ—čđ˜€đ—Œđ—» brings the solutions engineering and sales perspective on how this changes the way teams demo and deliver.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔: Follow the show for more Salesforce at Scale episodes, and catch Taylor speaking on this topic at Witness Success in July.

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Prompt Engineering on Reddit

    WITness Success

    Taylor Stewart on LinkedIn

    Allie Nelson on LinkedIn

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions

    Salesforce at Scale Playlist

    Any Questions: Reach out to us at [email protected]

    36 min
  • [Ep 053] AI Dev Tool Security: 4 Risks to Act On, 4 to Ignore

    The AI security conversation has two volume settings: hand over the keys, or the sky is falling. On this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗔𝗮đ—Čđ—»đ˜đ—¶đ—° 𝗔𝗜, đ—§đ—¶đ—ș đ—›đ—źđ—żđ˜đ—¶đ—»đ—Ž and đ—šđ—źđ˜ƒđ—¶đ—» đ—™đ—żđ—źđ—»đ—žđ—čđ—¶đ—» give you the calibrated middle, a practical framework for AI dev tool security that holds up whether you are technical or not.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»: - Which fears are overstated (internet access, file deletion, vendors training on your whole machine) - The moderate risks worth monitoring: insecure code at scale, context and training data, malicious public repos, cost overruns - The act-now threats: prompt injection, automated output without review, API keys in local files - Six mitigation principles, from human in the loop to credential hygiene to spending limits

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż: Engineering leaders, architects, security owners, and business leaders deciding how to adopt AI dev tools without getting burned.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†: đ—§đ—¶đ—ș đ—›đ—źđ—żđ˜đ—¶đ—»đ—Ž and đ—šđ—źđ˜ƒđ—¶đ—» đ—™đ—żđ—źđ—»đ—žđ—čđ—¶đ—» work hands-on with agentic dev tools at đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€, advising teams on how to deploy them securely. They translate real implementation experience into rules you can apply immediately.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔: Learn more at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page 

    Follow the show for more đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗔𝗮đ—Čđ—»đ˜đ—¶đ—° 𝗔𝗜 episodes


    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Episode Artifact

    Tim Harting on LinkedIn
    Gavin Franklin on LinkedIn
    Greg Banks on LinkedIn
    Jason Fowler Music
    Cirrius Solutions
    Agentic AI Playlist

    Any Questions: Reach out to us at [email protected]

    34 min
  • [Ep 052] Dean Robison - What If Veteran Hiring Isn’t Charity, but Strategy

    What does it actually look like when a tech giant treats veteran and military spouse hiring as a talent strategy instead of a checkbox? In this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: đ—§đ—”đ—Č đ— đ—¶đ—čđ—¶đ˜đ—źđ—żđ˜† đ— đ—¶đ—»đ˜‚đ˜đ—Č, Greg Banks sits down with 𝗗đ—Čđ—źđ—» đ—„đ—Œđ—Żđ—¶đ˜€đ—Œđ—» of Salesforce - executive sponsor of Salesforce Veteran Initiatives at the company Forbes just named the #1 best employer for veterans in America for the second year in a row.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»:

    • How VetForce grew from a few co-founders asking “how do we give back” into a 6,800-member global community
    • Why Salesforce Military’s 87,000-member ecosystem is reporting 83% higher career satisfaction and ~$87K starting salaries
    • Inside Mission Force, the purpose-built defense platform behind Salesforce’s $5.6B, 10-year U.S. Army contract
    • The three Marine Corps lessons 𝗗đ—Čđ—źđ—» đ—„đ—Œđ—Żđ—¶đ˜€đ—Œđ—» carries into the boardroom: mission clarity, taking care of people, comfort with chaos
    • Why the military spouse community is the underrated superpower of the Salesforce ecosystem

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż:

    Transitioning service members, military spouses navigating the next PCS, and corporate leaders who want to stop treating veteran hiring as philanthropy and start treating it as a competitive advantage.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†:

    𝗗đ—Čđ—źđ—» đ—„đ—Œđ—Żđ—¶đ˜€đ—Œđ—» is a U.S. Naval Academy graduate and twelve-and-a-half-year Marine Corps veteran now serving in the Office of the Chief Operating and Financial Officer at Salesforce, with more than 15 years inside the company. He is a co-founder of VetForce and the executive sponsor of Salesforce Veteran Initiatives, including partnerships with Hiring Our Heroes, the VetForce Alliance, and Joining Forces.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔:

    Learn more about Salesforce Military and the free training pathways at Salesforce Military. (Optional: Follow the show for more đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: đ—§đ—”đ—Č đ— đ—¶đ—čđ—¶đ˜đ—źđ—żđ˜† đ— đ—¶đ—»đ˜‚đ˜đ—Č episodes.)

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Salesforce

    MissionForce

    Salesforce Military

    Dean Robison on LinkedIn

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions — Use this link to find a curated list of resources we promote based on first-hand experience.

    The Military Minute Playlist


    Any Questions: Reach out to us at [email protected]

    42 min
  • [Ep 051] Salesforce Field Service Meets Agentforce: From Triage to Wrap Up

    The best field service call is the one you never had to run. On this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗩𝗼đ—čđ—Čđ˜€đ—łđ—Œđ—żđ—°đ—Č 𝗼𝘁 𝗩𝗰𝗼đ—čđ—Č, 𝗔đ—čđ—čđ—¶đ—Č 𝗡đ—Čđ—čđ˜€đ—Œđ—» and 𝗔đ—č 𝗛𝘂đ—Č𝗿𝘁𝗼 from đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€ walk through a full day in the life of a Salesforce Field Service appointment with Agentforce layered in at every step, from intake and triage to wrap up, predictive maintenance, and coaching.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»:

    ·         How Service Agent deflects calls before a truck ever rolls

    ·         Where Copilot in the dispatch console rebalances schedules in clicks instead of hours

    ·         Voice to report, prompt builder summaries, and guided flows that take work off the technician

    ·         Post visit automation that closes the loop with the customer and the back office

    ·         Asset 360 and predictive maintenance that turn service history into proactive revenue

    ·         Real time performance coaching that lifts new techs without adding head count

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż:

    Salesforce admins, architects, and service leaders running or scaling Field Service who want a concrete, stage by stage view of where Agentforce actually pays off.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†:

    𝗔đ—čđ—čđ—¶đ—Č 𝗡đ—Čđ—čđ˜€đ—Œđ—» and 𝗔đ—č 𝗛𝘂đ—Č𝗿𝘁𝗼 lead Field Service work at đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€, a Salesforce Implementation Partner with more than 15 years of delivery experience and nearly 300 certifications across the team. They have implemented Salesforce Field Service across home services, B2B equipment fleets, and multi territory operations.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔:

    Pick one stage of the field service day and tell us how many human eyes touch it today. Reach out at [email protected] and we will help you map your first Agentforce target. Follow the show for more đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗩𝗼đ—čđ—Čđ˜€đ—łđ—Œđ—żđ—°đ—Č 𝗼𝘁 𝗩𝗰𝗼đ—čđ—Č episodes.

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Episode Artifact

    Al Huerta on LinkedIn

    Allie Nelson on LinkedIn

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions

    Salesforce at Scale Playlist

    Any Questions: Reach out to us at [email protected]


    #SalesforceFieldService #Agentforce #Salesforce #FieldService #AI #CirriusTalk #SalesforceAtScale

    36 min
  • [Ep 050] Claude Code vs Wireframes: Building Interactive POCs in Hours, Not Weeks

    Every consulting project carries the same hidden risk: the client doesn’t really know what they’re getting until UAT, and by then the time and money to change it are gone. In this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗔𝗮đ—Čđ—»đ˜đ—¶đ—° 𝗔𝗜, 𝗔đ—č 𝗛𝘂đ—Č𝗿𝘁𝗼 and đ—šđ—źđ˜ƒđ—¶đ—» đ—™đ—żđ—źđ—»đ—žđ—čđ—¶đ—» break down the POC-first delivery model and how agentic AI tooling has finally made it economically viable.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»:

    • Why describe-first artifacts (decks, user stories, wireframes) almost always leave a translation gap between consultant and client
    • How tools like Claude Code and Claude Design compress weeks of POC build into hours - and why expertise still matters
    • The shift from time-and-materials to outcome-based and fixed-bid contracts that POCs make possible
    • How POC-first changes vendor selection: ask for an interactive mockup of your business, not a generic demo
    • Where AI-generated POCs can mislead clients into asking for things their platform can’t reasonably support

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż:

    Consulting leaders, delivery managers, software buyers, and product owners who are tired of UAT surprises and want a delivery model that surfaces hard conversations early - when there’s still budget and time to act on them.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†:

    𝗔đ—č 𝗛𝘂đ—Č𝗿𝘁𝗼 leads delivery initiatives at đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€, where he has been driving the internal move to a POC-first methodology across engagements. đ—šđ—źđ˜ƒđ—¶đ—» đ—™đ—żđ—źđ—»đ—žđ—čđ—¶đ—» is a senior architect and recurring đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗔𝗮đ—Čđ—»đ˜đ—¶đ—° 𝗔𝗜 voice with a developer’s-eye view on how POCs reshape user stories, sprint cadence, and pre-sales risk.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔:

    Learn more about how đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ đ—Šđ—Œđ—čđ˜‚đ˜đ—¶đ—Œđ—»đ˜€ applies POC-first delivery at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page. 


    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Episode Artifact

    Al Huerta on LinkedIn 

    Gavin Franklin on LinkedIn

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions

    Agentic AI Playlist

    Any Questions: Reach out to us at [email protected]


    #AgenticAI #ProofOfConcept #ConsultingDelivery #ClaudeCode #SoftwareArchitecture #Salesforce #AIConsulting



    34 min
  • [Ep 049] Salesforce Military Is Back: Inside the AI Summit with Tom House

    130 senior leaders. One day in Washington, D.C. A country song written live in the room. And a clear signal that 𝗩𝗼đ—čđ—Čđ˜€đ—łđ—Œđ—żđ—°đ—Č đ— đ—¶đ—čđ—¶đ˜đ—źđ—żđ˜† is back. On this đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: đ—§đ—”đ—Č đ— đ—¶đ—čđ—¶đ˜đ—źđ—żđ˜† đ— đ—¶đ—»đ˜‚đ˜đ—Č, đ—§đ—Œđ—ș đ—›đ—Œđ˜‚đ˜€đ—Č, Director of Salesforce Military, returns with đ—§đ—¶đ—ș đ—›đ—źđ—żđ˜đ—¶đ—»đ—Ž to recap the Salesforce Military AI Summit and what it means for veterans, military spouses, employers, and the VSO community at large.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»:

    • Why the Salesforce Military program is back, and what its three core principles - AI, future-ready workforce, networking and mentorship - look like in practice
    • The CreativeVets icebreaker that turned skeptics into believers - and the deeper story behind it
    • The team-of-teams shift across 40,000+ VSOs - and why partnership beats redundant capability
    • What next year’s two-day summit will look like, and why day one is being built for veterans and spouses who do not yet know what Salesforce is
    • Why allies without a uniform are essential to the program, not optional

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż:

    Veterans and military spouses navigating their next career chapter, hiring managers and corporate allies looking to engage with vetted VSOs, and Salesforce ecosystem leaders thinking about long-term talent.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†:

    đ—§đ—Œđ—ș đ—›đ—Œđ˜‚đ˜€đ—Č is the Director of Salesforce Military, a Mustang with ten years enlisted and fifteen years as a supply officer, and the architect behind the recent AI Summit in Washington, D.C. đ—§đ—¶đ—ș đ—›đ—źđ—żđ˜đ—¶đ—»đ—Ž is a former infantry officer and a recurring voice on Cirrius Talk.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔:

    If you are a veteran, military spouse, or ally and you want into the next Salesforce Military summit, get on the program’s radar now. Follow the show for more đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: đ—§đ—”đ—Č đ— đ—¶đ—čđ—¶đ˜đ—źđ—żđ˜† đ— đ—¶đ—»đ˜‚đ˜đ—Č episodes.

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Salesforce Military

    Creativets

    Tim Harting on LinkedIn

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions - use this link to find a curated list of resources we promote based on first-hand experience.

    The Military Minute Playlist

    Any Questions: Reach out to us at [email protected]

    27 min
  • [Ep 048] Zero Copy, Full View Why Data 360 Changes Everything

    Is Data 360 a rebrand or a genuine relaunch? In this episode of đ—–đ—¶đ—żđ—żđ—¶đ˜‚đ˜€ 𝗧𝗼đ—č𝗾: 𝗩𝗼đ—čđ—Čđ˜€đ—łđ—Œđ—żđ—°đ—Č 𝗼𝘁 𝗩𝗰𝗼đ—čđ—Č, Greg Banks sits down with co-host 𝗔đ—čđ—čđ—¶đ—Č 𝗡đ—Čđ—čđ˜€đ—Œđ—» and Cirrius Solutions’ Data 360 lead 𝗘đ—șđ—¶đ—č𝘆 𝗩𝗾đ—Čđ—čđ˜đ—Œđ—» to unpack what actually changed, what zero copy really means, and how to get started without trying to solve everything at once.

    đ—Șđ—”đ—źđ˜ đ˜†đ—Œđ˜‚â€™đ—čđ—č đ—čđ—Čđ—źđ—żđ—»:

    • Why Data 360 is a relaunch, not just a rename
    • The difference between connecting and integrating, and why zero copy changes the architecture conversation
    • Tableau Semantics as a lexicon layer that simplifying your tech stack mapping
    • Unstructured data ingestion and the new Agentforce 360 native hooks
    • A pragmatic, iterative way to land your first Data 360 use case

    đ—Șđ—”đ—Œ đ—¶đ˜â€™đ˜€ đ—łđ—Œđ—ż:

    Salesforce admins, architects, technical leads, and platform owners trying to make sense of Data 360 and figure out a sensible first project at enterprise scale.

    𝗚𝘂đ—Č𝘀𝘁 + 𝗰𝗿đ—Čđ—±đ—¶đ—Żđ—¶đ—čđ—¶đ˜đ˜†:

    𝗘đ—șđ—¶đ—č𝘆 𝗩𝗾đ—Čđ—čđ˜đ—Œđ—» is the Cirrius Solutions team member who stepped up to lead the firm’s Data 360 capability, training directly with the Salesforce Data 360 implementation team. Co-host 𝗔đ—čđ—čđ—¶đ—Č 𝗡đ—Čđ—čđ˜€đ—Œđ—» brings hands-on enterprise Salesforce architecture experience from across the ecosystem.

    đ—Łđ—żđ—¶đ—ș𝗼𝗿𝘆 𝗖𝗧𝗔:

    Pick one bottleneck and start there. Reach out at [email protected] if you want help framing the first use case. 

    đ—„đ—Čđ—°đ—Œđ—șđ—șđ—Čđ—»đ—±đ—Čđ—± đ—Ÿđ—¶đ—»đ—žđ˜€ & đ—„đ—Čđ˜€đ—Œđ˜‚đ—żđ—°đ—Č𝘀

    Emily Skelton on LinkedIn

    Trailhead Trailmix 

    Salesforce Ben

    Data 360 on LinkedIn

    Allie Nelson on LinkedIn

    Greg Banks on LinkedIn

    Jason Fowler Music

    Cirrius Solutions

    Salesforce at Scale Playlist

    Any Questions: Reach out to us at [email protected]

    33 min

About Cirrius Talk

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Cirrius Talk is a practical, no-fluff podcast from Cirrius Solutions, hosted by Greg Banks, for leaders, consultants, and practitioners who want real outcomes, not buzzwords. The show runs three