Consulting Spotlight

By Software OasisBusiness Entrepreneurship Careers Management

Consulting Spotlight episodes

May 04Sam Ryan on Reinventing Creative Services with AI
Sam Ryan is the CEO and co-founder of Floxy, a creative services company known for its innovative use of AI to streamline operations and enhance client experiences. With a background in computer science, Sam has been instrumental in pivoting Floxy during disruptive technological shifts.
[00:00] Introduction to Sam Ryan and Floxy's journey

[05:00] The inception of Floxy and its early challenges

[10:00] How AI reshaped Floxy's operations

[15:00] Streamlining design cycles with AI

[20:00] Ensuring brand consistency with AI tools

[25:00] Leveraging data to engage clients

[30:00] Maintaining human touch in a tech-driven world

[35:00] Live Q&A panel from the Software Oasis AI Summit

[45:00] Outro and key takeaways
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1 hr 6 min
April 27Rob Broadhead on Navigating Growth with RB Consulting
Rob Broadhead is the founder of RB Consulting, Inc., a firm specializing in helping organizations gain clarity before making significant technology decisions. With over 20 years in the consulting industry, Rob has extensive experience working with both large firms and startups, providing insights into project readiness and strategic growth.
[00:00] Introduction to Rob Broadhead and RB Consulting

[05:30] Rob's journey from big six firm to startups

[12:15] The importance of project readiness

[19:45] Moving from survival to growth

[26:30] Decision-making dynamics in consulting

[33:00] Managing dependencies and relationships

[40:15] Setting goals and keeping projects on track

[47:50] Audience Q&A from Software Oasis live event

[55:00] Outro and key takeaways
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1 hr
April 20Ulf Arnetz on Revolutionizing Strategy Execution with Howwe Technologies
Ulf Arnetz is the founder and CEO of Howwe Technologies, a company dedicated to revolutionizing strategy execution for mid-size and large organizations. With a track record of founding and successfully exiting multiple fast-growing companies, Ulf brings a wealth of experience in aligning business strategy with execution.
[00:00] Introduction to Ulf Arnetz and Howwe Technologies

[02:30] Ulf's journey in founding three successful companies

[10:45] The challenges of strategy execution in large organizations

[22:00] How AI is reshaping strategy and competition

[35:00] Live Q&A panel at Software Oasis AI Summit
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1 hr 3 min
April 13Dr. Diane Dye on Navigating Change Management
Dr. Diane Dye is the CEO of PeopleRisk Consulting, where she specializes in helping enterprise healthcare and tech leaders navigate the complexities of change management. With a unique background rooted in a family-run business, Diane brings a wealth of experience in aligning change strategies with organizational context.
[00:00] Introduction to Dr. Diane Dye and her background

[05:30] Growing up in a family business and early lessons learned

[12:15] The impact of turning down a major franchise opportunity

[20:00] The role of change management in organizational success

[28:45] Mitigating risks and turnover without a solid change strategy

[36:30] Selecting the right change management framework

[45:00] Live Q&A panel from Software Oasis event

[55:00] Closing thoughts and key takeaways
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58 min
April 10Renee Hastings on Redefining Delegation for the AI Era
Renee Hastings is the President and CEO of Executive Help Now, a virtual assistance service agency. With a strong foundation in executive support and operations consulting, Renee has successfully scaled her business to support leaders globally. Her unique background and journey reflect her commitment to excellence and strategic growth.
[00:00] Introduction to Renee Hastings and her unique background

[05:00] The journey to founding Executive Help Now

[12:00] Challenges faced during scaling and the lessons learned

[20:00] The role of AI in modern decision-making and delegation

[30:00] Live Q&A panel from Software Oasis AI event
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1 hr 13 min
April 07Mastering Pricing Strategy with Per Sjofors
Per Sjofors, known as the 'Price Whisperer,' is a pricing strategist and author who helps companies leverage pricing psychology to drive growth and profitability. With a diverse background in leading companies across different cultures and industries, Per brings a wealth of experience to his consulting practice.
### Show Notes
[00:00] Introduction to Per Sjofors and his journey

[05:30] The challenge of leading as a first-time CEO in a foreign country

[12:00] Insights into the impact of a 1% price change on profitability

[20:30] Navigating corporate culture shocks and boardroom coups

[30:00] Understanding customer behavior and pricing psychology

[40:00] Live panel discussion at Software Oasis event
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59 min
February 23Scaling With AI: Business for Purpose‑Driven Founders
In this episode, host Michael Bernzweig sits down with Terri Maxwell, CEO and president of Share On Purpose, to talk about how founders can scale with AI without losing their mission or their sanity. Terri introduces her Business Simple framework—covering product, people & resources, pricing & profits, process, and partnerships—and explains three growth “fulcrums” that create time, resource, and leadership bottlenecks. She shares practical tools like calculating the net profit of time, using energy‑impact charts, and training teams to “make moves” instead of staying in motion so AI wins can be funneled into demand generation and sustainable growth.
Key Topics
Why implementing AI feels harder than promised and how to navigate those challenges

The Business Simple framework: 5 Ps guiding product, people, pricing, processes, and partnerships

Using the fulcrum and rock climbing analogies to find the smallest actionable steps

Managing the Groundhog Day loop of inefficiency caused by misaligned workflows

The athlete's advantage: making intentional moves versus busy motion

Aligning cross-department workflows to foster collaboration over silos

Practical steps for adopting hybrid subscription and usage-based pricing models

Reframing hiring strategies when building nearshore AI and engineering teams

Balancing governance and flexibility in enterprise workflows for innovation
Timestamps
00:00 - Introducing Terry Maxwell and her purpose-driven business approach
01:02 - Terry’s journey from growth executive to purpose-based investor
02:07 - Challenges of implementing AI without creating loops of inefficiency
03:32 - How purpose influences Terry’s investment and company building decisions
04:33 - The impact of AI on business productivity and organizational change
06:28 - Practical strategies for narrowing AI focus to make scaling easier
08:14 - Key steps for founders to prioritize AI initiatives effectively
09:14 - The five P’s of Business Simple framework: product, people, pricing, processes, partnerships
11:13 - Using rock climbing metaphors to tackle business challenges step-by-step
13:30 - Managing demand and supply fulcrums for profitable growth
15:10 - The three core fulcrums: time, resources, and leadership
16:37 - Recognizing loops of inefficiency and Groundhog Day scenarios in business
19:03 - Calculating the net profit of time to optimize team productivity
20:33 - The athlete’s advantage: making deliberate moves instead of busy motion
23:08 - Implementing daily huddles and focused demand generation activities
25:30 - The importance of working on the supply side before scaling demand
27:30 - How the five Ps framework reveals friction points in AI adoption
28:36 - Adjusting pricing models in AI-centric SaaS businesses to control margins
31:40 - Reframing remote Latin American talent as a strategic asset
33:32 - Identifying workflow misalignments with mission and culture
36:44 - Embedding AI into product offerings based on customer value, not just technology
38:35 - Practical steps for transitioning to hybrid subscription plus usage pricing
40:48 - Strategies for mapping cross-department workflows to support collaboration
43:46 - Understanding Looping inefficiencies caused by AI and how to manage them
45:28 - Best onboarding practices for remote Latin American hires to accelerate integration
47:41 - Balancing governance and flexibility to foster innovation without chaos
49:42 - Closing thoughts: Simplify, focus on impact, and scale purposefully
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51 min
February 14AI Operating Models for Enterprise Leaders
Andrea Schnepf, founder of NEPF, joins host Michael Bernzweig to break down why most enterprise AI pilots fail and what the successful 5 percent do differently. She explains how tech-first, reactive decisions waste budget, stall adoption, and erode trust, then lays out three pillars for making AI a real business capability: clear purpose, leadership alignment, and a robust operating model. Andrea also shares examples from companies like Microsoft and Intuit, and walks through a practical three-phase roadmap—foundation, pilot-and-learn, and scale-and-embed—so executives can link AI to strategy, governance, and day-to-day work instead of scattered tools.
Key Topics:
Why 95% of AI pilots fail — common pitfalls and missteps
The three critical pillars for AI success: Purpose, Leadership Alignment, Operating Model
How to design a scalable AI operating system within your organization
The importance of connecting AI strategy to business outcomes
Case studies: Microsoft’s shared vision approach and Intuit’s cross-functional AI councils
Roadmap for AI adoption: foundation, pilot, scale & embed
Managing organizational culture and avoiding technology-first traps
How to create authentic topic-Gap analyses to fill content voids with AI
Timestamps:
00:00 - Introduction: Why most AI pilots fail and how to avoid common mistakes
02:30 - Andrea’s framework for building AI foundation centered on purpose and vision
06:45 - Signs that organizations are approaching AI as a tech first, disconnected from strategy
10:15 - The role of leadership alignment in AI success — shared narrative and trust-building
14:00 - Critical components of an effective AI operating model — decision rights, governance, metrics
19:30 - Examples of structured AI cultures at Microsoft and Justworks
24:10 - Practical roadmap: from foundation to pilot, to scaling and embedding AI
28:50 - Managing organizational change, culture, and talent in AI transformation
34:20 - How to identify topic gaps using AI models to enhance content authority
40:50 - Capacity-based pricing: managing demand and scarcity in consulting and tech services
45:00 - Final thoughts: actionable steps to embed AI into your business DNA
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49 min
January 18The Rise of the Chief AI Officer
In this insightful episode hosted by Michael Bernzweig, Chris Daigle, founder of ChiefAIOfficer, explores the evolving role of AI in business, emphasizing the importance of a Chief AI Officer. He highlights the need for businesses to integrate AI into their operations, focusing on tasks rather than jobs, and the significance of creating an AI use policy. The conversation also touches on the cultural shift required to embrace AI and the potential risks of shadow usage without governance.
Takeaways
AI is becoming essential for businesses by 2026.
A Chief AI Officer is crucial for AI integration.
Focus on tasks, not jobs, for AI implementation.
Create an AI use policy for safe AI usage.
Pilot projects should be low risk and high impact.
Shadow usage of AI can pose risks without governance.
AI can enhance productivity in knowledge work.
Cultural shift is needed to embrace AI fully.
AI should be integrated into daily business operations.
Governance is key to successful AI implementation.
Sound bites
AI is table stakes by 2026.
Focus on tasks, not jobs.
Create an AI use policy.
Shadow usage poses risks.
AI enhances productivity.
Cultural shift needed for AI.
Integrate AI into daily operations.
Governance is key for AI.
Pilot projects are essential.
AI is a new business reflex.
Chapters
Introduction to AI in Business
The Role of a Chief AI Officer
Focusing on Tasks for AI Implementation
Creating an AI Use Policy
Cultural Shifts and AI Adoption
Governance and Shadow Usage Risks
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34 min
January 18The Journey to Brand Identity Mastery
In this engaging conversation hosted by Michael Bernzweig, Charlie Birch of Humaniz Collective shares her unconventional journey from Jungian psychology and dance performance to becoming a brand strategist. She discusses the importance of brand identity, emphasizing that it is not just about visual identity or marketing campaigns but the internal logic and architecture of a business. Charlie highlights the significance of adaptability, internal alignment, and the role of brand identity in decision-making and growth. She also shares personal stories and insights on overcoming challenges and the importance of maintaining operational integrity and brand trust.
Takeaways
Brand identity is the internal logic of a business.
Adaptability is crucial for business success.
Internal alignment predicts sustainable growth.
Brand identity is not just visual identity.
Operational integrity maintains brand trust.
Entrepreneurship requires overcoming challenges.
Personal stories can inspire and teach.
Brand identity aids in decision-making.
Maintaining humanity in business is vital.
Strategic partnerships enhance business growth.
Sound bites
Brand identity is the logic of your business.
Adaptability is the most important life skill.
Internal alignment predicts sustainable growth.
Brand identity is not your visual identity.
Operational integrity maintains brand trust.
Entrepreneurship is about overcoming challenges.
Personal stories inspire and teach.
Brand identity aids decision-making.
Maintaining humanity is vital in business.
Strategic partnerships enhance growth.
Chapters
Introduction to Charlie Birch's Journey
Understanding Brand Identity
The Importance of Adaptability
Personal Stories and Insights
Maintaining Operational Integrity
The Role of Strategic Partnerships
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41 min

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