Cloud Wars Live with Bob Evans

The Future of AI and Data in 2025:  There's a lot of excitement and prototyping around AI. "People are excited that they can ask questions and get real answers instead of getting the proverbial 10 blue links. I think people see the promise of things like that. How do you make that work at scale? How do you make that work in a reliable way, and how do you make it work in a way that's not expensive?" Ramaswamy shares a recent experience in India, describing the cost-consciousness of customers and the focus on making data accessible and valuable.

Shifting Priorities for Snowflake Customers:  What do customers want? Ramaswamy identifies goals including empowering business users with data faster and unlocking the value of unstructured information. In response, Snowflake is helping customers access and utilize historical information and build hybrid systems. He notes that SQL enables easier data transformations and extractions.

Cultural Change and AI Adoption: Cultural change is required for companies to handle AI. Even within Snowflake, adopting AI has been a challenging process. Snowflake's engineering and sales teams are beginning to use AI tools like Copilot and Cortex, but there's a need for ongoing practice to fully integrate AI into daily operations. 

The Promise of AI and Data Platforms: AI has the potential to free up significant time for employees, allowing them to focus on higher-value tasks. Snowflake aspires to make data platforms simple and accessible, allowing users to perform complex tasks with ease. Its consumption model has several benefits and aligns it with business goals of making more money or spending less. Companies like Siemens are using chatbots to improve efficiency and access to information.

Competition and Innovation in the Data Market: Competition, Ramaswamy says, drives innovation and improves products. It only strengthens Snowflake, which stands apart due to its unified platform, tight integration, and ease of use. "If you create a chatbot with Snowflake, it will automatically obey all of the access control rules that you have set up. It will automatically obey all of the data masking that your administrator has set up." Ramaswamy discusses the challenges of balancing innovation with maintaining simplicity and efficiency in Snowflake's product offerings.

Mega Trends and Challenges for Snowflake: Ramaswamy sees two mega trends for 2025: the rise of interoperable data formats and the acceleration of AI. Snowflake is well-positioned to take advantage of these trends through its end-to-end offerings and data engineering capabilities. However, there are challenges to maintaining data quality and speed while innovating rapidly. AI tools like agents must drive real utility and value for customers.

Data Literacy Initiative: One Million Minds Plus One: Snowflake has a new initiative aimed at improving data literacy. Data can be difficult to interpret, and the right skills are necessary to do so. Snowflake is spearheading an ambitious program to educate over a million people in data literacy, free of charge. The initiative includes teaching concepts like data engineering, data analytics, and using BI tools and notebooks for interactive analysis.

Excitement for 2025: Sridhar expresses excitement about the potential for AI and data to drive real business transformations in 2025. Snowflake will continue to play a vital role in helping customers become truly data-driven organizations. Navigating growth, competition, and innovation while maintaining simplicity and value for customers is key.

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The Big Themes:

• End-to-End Integration Is a Necessity: In today's fast-paced business environment, success requires a holistic, end-to-end understanding of operations. Organizations must break out of traditional silos. A great CIO and IT team must focus on connecting these silos, ensuring seamless workflows across the organization. This perspective enables businesses to optimize processes, meet customer expectations, and avoid inefficiencies.
• Logistics as a Strategic Advantage: Companies that excel in managing their supply chain —from sourcing to delivering products to customers — gain a competitive edge. In contrast, companies that neglect logistics risk disappointing customers with out-of-stock items or poor service. Sadin also underscores the complexities of modern global supply chains. Businesses need visibility into every link of the chain to anticipate risks and adapt proactively. This logistical foresight allows organizations to maintain customer loyalty and operational efficiency, even amid uncertainty.
• Strategic Iteration and Integration Is Key to Progress: Sadin stresses the importance of iterative improvement rather than overhauling systems entirely. His "patch, polish, then perfect" strategy encourages retailers to enhance existing systems incrementally, using tools like robotic process automation (RPA) to connect and optimize processes in the short term. Additionally, Sadin warns against delaying action, likening hesitation to "sitting on a sharp fence," which risks falling behind competitors.

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The Big Themes:

Network Benefits for Buyers and Suppliers: The SAP Business Network brings together buyers and suppliers. Buyers use the network to strengthen supply chains, meet sustainability goals, and access new markets. Suppliers use it for business growth, streamlined processes, and greater visibility. The network is free for suppliers to join, allowing them to build profiles, respond to RFIs, and engage in sourcing events. With millions of global suppliers, the network serves businesses of all sizes.

Transformation of Traditional Business Models: SAP Business Network is helping to eliminate the old divide between back-office and front-office operations. It integrates various business functions — procurement, supply chain, logistics, and order collaboration — making them work together to improve the customer experience. This transformation is vital in an era where customer experience is a key differentiator in competitive markets.

Inclusivity of Small and Medium-Sized Enterprises (SMEs): SAP Business Network is designed to serve businesses of all sizes, from large enterprises to smaller boutique firms. With the introduction of the Promote subscription in 2025, small suppliers can showcase their products and services alongside larger companies. Additionally, the network’s Discovery feature provides smaller suppliers with the chance to participate in large procurement opportunities.

The Big Quote: “We have the biggest companies in the world as suppliers on the network, but we also have millions of SME-sized organizations. Smaller suppliers don't always have a way to showcase their catalogs of products or services in the same way that maybe a large company or a large supply would have, but this new set of capabilities we're providing to suppliers under

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Episode 47 | 2024 Tech Insights & 2025 Strategies

The Big Themes:

• Trends in Technology Implementation Success Rates: Bonnie shares insights from 742 enterprise software implementation customer reviews. Average satisfaction for implementation processes scored 3.8 out of 5, while partners involved in these projects received a higher rating of 4.7. Projects were completed on time 72% of the time, though 25% faced delays. Budget compliance was slightly better, with 76% staying on budget. Delays often result from incomplete scoping or unforeseen change orders during the discovery phase.
• Lessons Learned for 2025 Enterprise Projects: Reflecting on 2024, Bonnie offers three lessons for future enterprise projects. First, businesses should prioritize selecting the right partner and involve them early. Second, companies should account for unforeseen delays and cost overruns by padding budgets and timelines by at least 25%. Finally, projects are increasingly complex; ensuring collaboration between vendors, partners, and internal teams is vital.
• Change Management Tailored to the Audience Drives Adoption: Modern change management extends beyond traditional training and rollout strategies. Effective change management involves clear communication, peer influence, and user-friendly training materials. In 2025, organizations must consider their workforce demographics and preferences — offering bite-sized, engaging content (e.g., TikTok-style videos) and gamified elements to ensure adoption.

The Big Quote: “The most successful projects were ones that had the blueprint of success that was clear and . . . a clear set of business requirements, policies, and processes that were in place prior to starting the project itself."

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Episode 55 | Tech Disruptions Ahead

The Big Themes:

• Optimism for 2025 as a Transformative Year: Wayne and Bob express optimism about 2025, particularly for the U.S. economy and its impact on CIOs and digital transformation initiatives. Sadin talks about deregulation and efficiency measures, such as those championed by the Department of Government Efficiency (DOGE), could boost confidence and growth.
• AI and Automation Rise: AI and automation are pivotal for driving efficiency and reclaiming productivity. Examples include ServiceNow’s claim of saving users 1.5 days of productivity weekly by automating low-value tasks. Wayne and Bob cite leaders like Larry Ellison and Elon Musk as potential drivers of this transformation, particularly if given the freedom to innovate without excessive regulation.
• Advances in Chip Technology Drive Performance and Cost Efficiency: Technological advances in chip design, such as the development of two-nanometer chips, promise dramatic gains in performance and efficiency. Wayne points out that smaller feature sizes on chips enable exponentially more transistors per unit, which reduces costs, improves thermal efficiency, and unlocks new capabilities for AI and data processing. This progress aligns with Moore’s Law and could revive productivity leaps in hardware development.

The Big Quote: "Microsoft's going to be a winner because they've got the legs of the stool, AI in it. Well, maybe four legs, AI, integration, platform, and application. And you don't see that with most of the other players, their application focus, their platform plus application, but Microsoft plays at all layers of the stack, so I can mix and match."

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Supply Chain Insights

The Big Themes:

• Customer-Centric Supply Chains: Customer-centric supply chains are about aligning every aspect of the supply chain to serve the ultimate consumer. Val describes this as keeping the "why" — the customer — at the forefront, rather than focusing solely on operational efficiencies. Companies that succeed here often find themselves leaders in their industries, regardless of size.
• Cultural and Technological Shifts in Supply Chain: Val underscores the need for cultural change within organizations to adopt customer-focused practices and leverage innovative technology. Businesses must move beyond outdated methods (e.g., fax orders) and embrace digital solutions. Leadership plays a vital role in fostering this transformation, promoting a culture of adaptability, and aligning employee incentives with customer-driven goals.
• The Role of Regulatory Compliance: Compliance with regulations, such as those preventing the use of goods linked to unethical practices like child labor, is becoming a non-negotiable aspect of supply chains. Val points out that meeting these requirements not only avoids legal penalties but also ensures long-term viability and trust in global markets. Compliance is a driving force for adopting modern supply chain technologies.

The Big Quote: “[SAP Business Network] really does modernize how companies connect and collaborate across the supply chain. More specifically, the platform integrates into a company's back-end system. It can be to their ERP system, it can be through their procurement system. It can integrate to their logistics system, their planning system, and it allows us to actually send transaction documents back and forth . . . and gives you visibility across that entire supply chain."

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Highlights

Expansions Through Acquisitions (01:32)

SignUp Software has been expanding its product portfolio, moving from a focus on the office of the CFO more broadly into the operations world. Through acquisitions, its product suite has evolved. In December 2023, SignUp Software acquired Axtension, a Netherlands-based company. It has been working with Axtension on emphasizing the “I” in ISV (independent software vendor).

One of the six products involved an overlap with ExFlow AP. This led the team to taking the best of IP (invoice processing) and moving it into ExFlow to build out an offering for AP automation. The other five products are targeted toward manufacturing and project-based businesses. “They fill great gaps with the Microsoft platform toward other ERP systems as well, so we’re really thrilled to present this,” Hedin says.

Easy Integration for Microsoft Users (06:20)

With these offerings, it becomes easier for customers to manage this integration within their ERP environments, especially for Microsoft users. Bigger, more complex Microsoft users often use three to five different ISVs, Hedin notes. Now, the company’s offering enables customers to use one solution to integrate Axtension and SignUp Software.

Autonomous Finance (10:05)

SignUp has been working on low-touch, autonomous finance for a while. It’s been set up with strict parameters. The system helps automate financial processes, such as processing invoices from suppliers. Gradually, the level of automation will increase as the system is used, reducing the need for hands-on processing.

Community Summit North America (13:13)

SignUp Software will be at Community Summit North America, which takes place on October 13-17 in San Antonio, Texas. “I think it’s the greatest event when we get the combination of Microsoft and customers, partners and product suppliers,” Hedin says. He encourages attendees to “mix and mingle across those borders…and have fun.”

Attendees can find Hedin and the SignUp Software team at Booth #1133. They are looking forward to chatting about the latest innovations from SignUp Software — including AI, e-invoicing, and more — and getting input from the customers.

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Highlights

The Significance of E-Invoicing for Modern Business (00:50)

Hedin describes e-invoicing as an evolution toward an easier, more standardized way to exchange information. It can include all the documents needed during the procure-to-pay process.

Electronic invoicing differs from traditional digital invoicing. E-invoicing started with a point-to-point connection. With e-invoicing, everything comes pre-validated because the invoice has to comply with certain formats, standards, and machines, such as ERP systems.

Continuous Transaction Controls (03:50)

Hedin provides a breakdown of the shift toward continuous transaction controls (CTC) and its benefits. CTC involves invoice data being transmitted to tax authorities in real time. He notes that governments getting more tax money is the biggest benefit; this is a main driving force behind the trend toward CTC. “It’s a fantastic driving force that will not stop this steam train that started rolling,” Hedin says.

This also introduces the business-to-government flow. Different countries can also have different country conditions. For instance, in some countries, before sending invoices, it has to be approved. Navarro acknowledges that this is an ongoing, evolving process.

E-Invoicing Compliance Mandates (07:57)

Hedin and Navarro share a few pieces of advice for how businesses can ensure they comply with e-invoicing mandates:

1. Where is your business based and running? Organizations must have a very clear map this. Larger companies may have different subsidiaries with different legal backgrounds; business leaders must be aware of all of them.
2. Where are you sending the invoice? There may be additional requirements to comply with depending on where the invoice is being sent.
3. Find a partner that knows the legal frameworks of all the countries you work with. It’s vital to stay up-to-date with the mandates in the countries of your customers and partners.

While there may be challenges and growing pains with this, it will be helpful in the long run.

Looking Ahead (15:36)

Currently, there are a little over 50 countries that have government mandates. The expectation is that it will be well over 100 countries in five years from now. This is going fast and all the governments will want to jump on this bandwagon, Hedin notes.

Navarro suggests that one day, “the tax office will be just another business party.” While businesses will have to invoice customers and inform their tax authority, in the end, it will save time with tax return processes. “Take the tax authority as a business party, and the CTC is going to help in that direction.”

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Google Cloud's Innovation and Growth

The Big Themes:

• Google Cloud's record growth and market positioning: In 2024, Google Cloud experienced five consecutive quarters of accelerating growth, including a remarkable 35% growth in Q3, up from 29% in Q2. Kurian attributes this success to the company’s ability to listen to customers, innovate with products that meet their evolving needs, and strategically invest in a strong go-to-market organization.
• AI cost reduction and efficiency: Kurian comments on Google Cloud's efforts to significantly reduce the cost of AI models. Through improved software stack capabilities and optimizations, Google has decreased the cost of AI by more than 10x in just six months. Reducing latency, improving response accuracy, and utilizing distillation (e.g., making models run on smaller devices like phones) have contributed to lowering operational costs while increasing model efficiency. This approach has resulted in a 15-17x growth in model usage in just five months.
• The evolving role of cloud in business transformation: Kurian notes a fundamental shift in how businesses view cloud computing. Initially seen as a way to reduce costs, cloud is now seen as a tool for driving business transformation. AI, analytics, and security capabilities are helping organizations speed up decision-making, optimize logistics, and gain competitive advantages. Kurian believes that the next wave of cloud adoption will focus more on enabling new business models, products, and markets rather than just reducing IT costs.

The Big Quote: “We tend to look ahead by listening to customers and understanding their needs, and create in a disciplined way, new product offerings. If you look a the last five years, we've introduced enough steady cadence. First, we started with infrastructure, then we added databases to it. We used our strength with BigQuery to build out an analytics portfolio. We were one of the earliest to say . . . we should not only provide [customers] a secure cloud, but we should also build a security product portfolio. Every one of those has driven diversification of our revenue stream."

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Highlights

Creating Opportunities for the CFO (01:50)

The foundation for the CFO role is to keep customer costs under control and be compliant. With the emergence of copilot technology, it has created new opportunities for business; not only impacting tech roles but finance roles as well. It has become a great tool for making financial processes autonomous and reaching the first three Cs faster and more efficiently. For instance, it can make suggestions to improve workflows. Copilots can also perform actions based on data to create purchase orders or help with elements of ERP systems.

Strategic Decision Making (04:45)

CFOs and financial leaders can use copilots to make more informed, strategic decisions. With processes generating a variety of traces with transactions, CFOs can use copilots to consolidate that data. SignUp Software provides a dashboard for financial processes. Copilot can be applied to gain greater financial analytics; it can identify a problem efficiently, enabling users to find the root problem and resolve it faster.

AI-Driven Financial Management (06:25)

Financial processes can be time-consuming, such as the invoice approvals process. “We can help the approver with the most common ways that would be coded and just showing them with a little light bulb,” Hedin describes. “It’s an advanced algorithm…but it’s giving you advice on how you could do that and what has worked in the history, and also giving you the probability that the AI algorithm is actually right.” While there may be parts of AI that bundle inside the processes and work behind the scenes, copilot can be applied to specific processes to assist users.

Investing to Innovate (08:30)

SignUp Software has a full team focusing specifically on investing in AI to further innovations. This team has built a bot for support flows to help their customers. Users can ask the bot questions as well as use it for action-based scenarios, such as assistance with coding invoices and automating processes.

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