In this episode of the Oyster Stew Podcast, Dan Garrett and Jay Donlin break down the critical—but often overlooked—factors that determine whether your technology investments will actually move the needle for your firm. From setting business-driven goals to avoiding the allure of flashy tools with limited value, they walk through practical insights that can save you time, money, and internal frustration.

What You’ll Learn

·       Start with Strategy, Not Software

·       Beware the Shiny Object

·       Don’t Underestimate Adoption and Training

·       Data Strategy

·       Measure Before and After: ROI Isn’t Optional

·       Knowing When to Walk Away

 Whether you're considering AI adoption or evaluating more fundamental systems, this conversation offers essential wisdom for anyone responsible for technology decisions. Listen now to ensure your next technology investment truly advances your business goals rather than becoming another expensive disappointment.

CRC-Oyster: Compliance Risk Concepts / Oyster Consulting