The Use Case Podcast

The Use Case Podcast

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The Use Case Podcast episodes

  • Automating the Process of Sending Handwrytten Notes with David Wachs

    David Wachs, CEO of Handwrytten, shares how his company scales personalized, Handwrytten notes using robotic technology. From employee appreciation to recruiting and customer engagement, Handwrytten notes outperform digital messages in impact and authenticity, helping businesses build meaningful relationships that drive growth.

    In this episode, we look at automated handwriting, personalized notes, employee appreciation, recruiting, customer engagement, and the power of Handwrytten notes in fostering authentic relationships.

    Key Takeaways:
    1. Handwrytten is the largest provider of automated handwriting services, using robots to scale personalized notes.
    2. Handwrytten notes offer an authentic way to connect, especially for individuals with poor handwriting or fine motor issues.
    3. Personalized Handwrytten messages are more likely to be read and retained compared to digital alternatives.
    4. Key use cases for Handwrytten include employee appreciation, recruiting, and customer engagement.
    5. The technology behind Handwrytten ensures accuracy, efficiency, and the scalability of Handwrytten notes.
    6. Sending Handwrytten notes for sales follow-ups, candidate outreach, and performance reviews can improve business outcomes and relationships.

    7. Chapters

      00:00 Who is David Wachs and Handwrytten

      01:43 Automated Handwriting: Efficient and Authentic

      06:42 The Power of Handwrytten Notes

      09:51 Overcoming Poor Handwriting with Handwrytten

      13:51 Returning to a Gratitude and Thank You Mentality

      18:50 The Importance of Intentionality in Gratitude

      19:51 Handwrytten Notes: More Likely to be Read and Displayed

      20:17 The Fulfillment Process

      21:04 The Process of Sending Handwrytten Notes

      22:45 Tracking and Delivery Notification

      24:39 Automating Handwrytten Notes in HubSpot

      27:39 The Power of a Genuine Thank You

      28:12 Creative Use Cases for Handwrytten Notes

      33:15 Using Handwrytten Notes for Trade Show Engagement

      35:31 Customization and AI in Handwrytten Notes

      37:43 Closing Remarks and Appreciation


      Connect with David Wachs here: https://www.linkedin.com/in/davidwachs/

      Learn more about Handwrytten here: https://www.handwrytten.com/


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      42 min
    8. Navigating the Complexity of Employee Benefits with Jeff Williams at Aptia

      Jeff Williams from Aptia shares the ins and outs of benefit administration, emphasizing the complexity of health administration, compliance, and the challenges employers face in offering tailored employee benefits. From understanding regulations to enhancing benefit adoption, I explore how employers can design better programs that meet employees' diverse needs.

      In this episode, we look at Aptia, benefit administration, compliance, health administration, employee benefits, state regulations, benefit design and how they all play a critical role in shaping modern workplaces. Discover the strategic decisions employers must make to ensure benefits are both compliant and valuable.

      Key Takeaways
      1. Aptia offers comprehensive benefit administration services that simplify eligibility management, enrollment, and life event tracking for large employers.
      2. Complex state and city regulations require expert navigation, and Aptia helps employers stay compliant across various jurisdictions.
      3. Benefit design goes beyond health plans, encompassing retirement benefits, time off, and even unique options like pet insurance.
      4. Effective communication is crucial for benefit adoption, ensuring employees understand and utilize their benefits fully.
      5. Employers must weigh trade-offs when selecting benefits, balancing cost with the needs and preferences of their workforce.
      6. Understanding employee demographics is key to creating benefit programs that resonate and retain talent.


        Chapters

        00:00 Introduction and Small Talk

        02:03 Introducing Jeff Williams and Aptia

        03:12 Aptia's Role in Benefit Administration

        04:47 The Problem Aptia Solves

        06:32 The Complexity of Benefits Administration

        08:46 Types of Benefits Handled by Aptia

        10:30 The Increasing Complexity of Benefits Regulations

        11:38 Proliferation of Benefit Types

        15:46 Unique Benefits: Menopausal Benefits

        16:13 The Complexity of Employee Benefits

        17:09 The Importance of Benefit Consumption and Adoption

        18:18 Making Trade-Offs in Benefit Design

        19:49 Effective Communication in Benefit Programs

        22:51 Understanding the Employee Population for Better Benefit Design

        25:32 Key Questions for Potential Benefit Program Buyers


        Connect with Jeff Williams here: https://www.linkedin.com/in/jeffreylwilliams/

        Learn more about Aptia here: https://www.linkedin.com/company/aptia-group/


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        43 min
      7. The Evolving Role of Background Screening: Beyond Pre-Employment Checks with Cisive

        Larry Neal, CEO of Cisive, delves into the shifting landscape of background screening, highlighting the critical need for expanded services beyond pre-employment checks. Transparency, quality, and speed are at the forefront as companies navigate AI advancements and evolving privacy laws in their hiring processes.

        In this episode:

        We look at background screening, post-hire services, transparency, quality, speed, privacy laws, and AI. Discover how these factors are reshaping the hiring process and the importance of a tailored approach in managing workforce risks.

        Key Takeaways:

        1. Background screening is expanding beyond pre-employment checks to include post-hire services and ongoing monitoring.
        2. Transparency in background screening is crucial for building trust with clients and candidates.
        3. Balancing quality and speed in background screening requires strategic trade-offs and a tailored approach.
        4. Privacy laws present challenges that must be navigated carefully in the background screening process.
        5. The use of AI in background screening offers both opportunities and risks that need to be managed.
        6. A tailored approach to background screening can help companies better mitigate risks and ensure a talented workforce.

        7. Chapters

          00:00 Introduction and Background of Larry Neal

          03:26 Overview of Cisive and its Focus on Verticals

          06:35 The Problem Companies are Trying to Solve with Background Screening

          09:08 The Changing Needs and Expectations of Customers

          13:24 The Importance of Post-Hire Services and Ongoing Monitoring

          17:47 The Impact of Remote Hiring and Social Media on Background Screening

          21:25 Monitoring Employees and the Challenges of Privacy Laws

          26:06 The Complexity of Achieving Quality and Speed in Background Screening

          34:25 Balancing Price, Quality, and Speed in Background Screening


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          43 min
        8. The Power of Small Commitments: The Science Behind Behavior Change with Chris Taylor, Founder of Actionable

          We connect with Chris Taylor from Actionable, diving into how Actionable drives real behavior change in corporate training. We explore the critical shift in L&D from simple facilitation to measurable impact, emphasizing the role of habit formation and small, intentional commitments in leadership development.

          In this episode, we look at corporate training, behavior change, leadership development, self-reported behavior change, and observable behavior change, highlighting how Actionable empowers individuals and organizations to achieve meaningful and lasting transformation.

          Key Takeaways:

          1. Actionable bridges the gap between corporate training and behavior change by focusing on self-reported and observable outcomes.
          2. Leadership development is evolving, with a shift towards small, intentional commitments that drive lasting impact.
          3. Actionable’s platform empowers participants to track progress and engage in meaningful change through habit formation.
          4. The success of training initiatives hinges on individual motivation and the structure of the learning sessions.
          5. Actionable’s expansion supports larger organizations, addressing the growing demand from transformation departments.
          6. Facilitators transition from content deliverers to trusted advisors, driving real change through behavior science.

          7. Chapters

            00:00 Chris and William get Ryan in trouble with his wife

            05:21 Introducing Actionable and its Purpose

            09:37 Bridging the Gap: From Training to Behavior Change

            12:31 Measuring Impact and Reporting Analytics

            16:04 Expanding to Support Larger Organizations

            18:00 Individual Motivation and Interest in Behavior Change

            20:46 Driving Change through Time and Space

            23:30 From Content Deliverers to Trusted Advisors

            29:37 Overcoming Bias in Behavior Change

            37:53 The Impact of Actionable on Personal Growth

            45:45 The Role of Autonomy in Driving Change


            Connect with Chris here: https://www.linkedin.com/in/chrisjrtaylor/

            Visit Actionable.co


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            48 min
          8. Improving Financial Well-being through Embedded Finance with Joel Frisch VP Growth at Clair

            Joel Frisch from Clair explores how on-demand pay can revolutionize employee financial management, offering immediate access to earned wages. This fintech solution, embedded with platforms like Gusto, ensures employees gain control over their finances, addressing short-term needs and promoting financial well-being.

            In this episode, we look at Clair, fintech, on-demand pay, financial benefits, the American workforce, HR tech, and financial literacy.

            Key Takeaways:

            1. Clair aims to be the go-to embedded solution for empowering financial benefits for the American workforce.
            2. On-demand pay allows employees to take advances on their pay immediately, giving them more control over their finances.
            3. Data shows that employees who use on-demand pay take about 27 advances per year, indicating a need for more frequent access to funds.
            4. The focus is on empowering employees and giving them the tools to make informed decisions about their finances.
            5. Clair can be integrated with HR tech platforms, payroll systems, and workforce management platforms, making it convenient and accessible.
            6. The platform emphasizes transparency and consumer-centricity, ensuring employees have a clear understanding of the terms and benefits.

            7. Connect with Joel here: https://www.linkedin.com/in/joelfrisch/

              Learn more about Clair here: https://getclair.com/


              Chapters

              00:00 Introduction and Background

              03:04 Empowering the American Workforce

              06:02 Partnering with Gusto

              09:50 The Need for More Frequent Access to Funds

              13:28 Financial Literacy and Responsible Spending

              17:50 Introduction to Clair and On-Demand Pay

              20:29 Addressing the Needs of Employers

              23:18 Implementing Clair in HR Tech Platforms

              24:25 Setting Limits and Providing Transparency

              26:32 Serving the Unbanked Population

              28:28 Standing Up Clair for Employers

              31:54 Expanding Globally with Embedded Finance

              34:20 Weekly Pay vs. On-Demand Pay

              36:21 Transparency and Consumer-Centricity in Financial Solutions


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              43 min
            8. Creating Loyalty Programs for Candidates: Enhancing MSP Models with Talent Communities

              We talk to Katie Bussey, Sr. about how Talent Fusion is revolutionizing talent acquisition through direct sourcing and the power of branded talent communities. Discover how engaging candidates and leveraging technology create a proactive talent pool, enhancing candidate experience and driving referrals.

              In this episode, we look at direct sourcing, talent acquisition, contingent workers, MSP, technology, remote work, and branded talent communities.

              Key Takeaways
              1. Direct sourcing leverages a company's brand to attract top talent, especially non-traditional contingent workers.
              2. The talent acquisition industry has evolved with advancements in technology and a shift towards remote work.
              3. Adopting new technology can be challenging due to complex tech stacks; companies work to optimize these stacks.
              4. Direct sourcing complements the traditional MSP model by providing additional talent access and enhancing talent strategies.
              5. Engagement and interaction within branded talent communities are crucial to keeping candidates interested and driving referrals.
              6. Talent Fusion partners with WorkLama to create fully branded communities, offering a personalized candidate experience and building loyalty programs for careers.

              7. Connect with Katie Bussey here: https://www.linkedin.com/in/katie-bussey-7959577/


                Connect with WRKdefined on your favorite social network

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                Chapters

                00:00 Who is Katie Bussey?

                03:02 Overview of Talent Fusion and Direct Sourcing

                08:00 Explanation of Contingent and Gig Workers

                10:48 Changes in the Talent Acquisition Industry

                13:25 Impact of the Pandemic on Remote Work

                15:01 Challenges in Adopting New Technology

                17:38 The relationship between MSPs and VMSs

                19:21 The power of branded talent communities

                21:17 Engaging and retaining talent in communities

                23:00 Building fully interactive branded talent communities

                26:07 Seeding the community with the right talent

                28:24 Using data to understand talent needs

                31:24 Different levels of Talent Fusion's solution

                33:30 The importance of talent acquisition's buy-in

                37:12 The challenge of touching every candidate on the career page

                40:07 The importance of engagement and interaction in talent communities



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                43 min
              8. Avoiding Costly Hiring Mistakes with Sean Vassilaros Founder at KANNY

                We discuss the importance of character in the hiring process, exploring the challenges of assessing character and the impact of hiring the wrong person. We highlight the role of references, the need for candid peer reviews, and the significance of character in building successful teams while avoiding costly hiring mistakes.

                In this episode, we look at character, hiring process, challenges, wrong hire, references, peer reviews, successful teams, hiring mistakes, transparency. Discover how character assessments and transparency can revolutionize hiring, leading to better decision-making and alignment between candidates and employers.

                Key Takeaways
                1. Character is a crucial factor in the hiring process, significantly impacting team dynamics and performance.
                2. Assessing a candidate's character is challenging, as the entire hiring process is curated by the candidate, making it difficult to get authentic information.
                3. References are often not reliable indicators of character, as candidates typically provide references who will speak positively about them.
                4. Candid peer reviews can provide valuable insights into a candidate's character, as peers have firsthand experience working with them.
                5. Hiring the wrong person can have significant financial and operational consequences, including lost clients, damaged team morale, and wasted resources.
                6. Integrating character assessments into the hiring process can provide valuable information for employers and candidates, leading to better hiring decisions and long-term success.

                7. Chapters

                  00:00 Who is Sean Vassilaros

                  02:54 The Importance of Character in the Hiring Process

                  08:55 Challenges in Assessing a Candidate's Character

                  13:08 The Impact of Hiring the Wrong Person

                  16:02 The Limitations of References in Evaluating Character

                  22:54 Avoiding Costly Hiring Mistakes

                  24:02 The Uncomfortable Truth About Character

                  25:30 Understanding Your Character Spider Graph

                  29:25 The Potential Impact of Character Data in Hiring

                  36:42 Challenges and Opportunities of Integrating Character Assessments

                  45:11 The Future of Character Assessments and Transparency in Hiring


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                  51 min
                8. Simplifying Global Hiring with Edge Talent Marketplace with Iffi Wahla, Co-Founder Edge

                  Iffi Wahla, co-founder of HR tech company Edge, discusses their mission to make global hiring easier for non-tech companies. We talk with Iffi about what Edge is doing and how they are serving industries like compliance and healthcare, providing an ecosystem with salary data, equipment procurement, IT support, and more.

                  In this episode we look at HR tech, hiring, global hiring, talent acquisition, ecosystem, marketplace, compliance, healthcare, and retention.


                  Key Takeaways

                  1. Edge is building a global HR tech platform to make hiring globally easier for non-tech companies.

                  2. They focus on specific industries such as medical and risk management insurance, where they have a deep understanding of the jobs and requirements.

                  3. Edge provides an ecosystem that includes salary data, equipment procurement, IT support, compliance, HR support, and talent acquisition.

                  4. They use data and marketplace teams to vet and match candidates, resulting in high retention rates.

                  5. Edge’s triage process fills up the talent funnel and matches the right talent with the right employer, aiming for an 85% certainty of hiring one of the first three candidates.

                  6. Ideal prospects for Edge are non-tech companies in the compliance and healthcare industries that are struggling to hire talent locally.


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                  Learn more about your ad choices. Visit megaphone.fm/adchoices

                  45 min
                9. Increasing Retention and Rewarding Employees with Gage, Founder and CEO Justin Henshaw

                  Gage might be one of the most interesting platforms we've dug into this year. Communication, engagement, and accountability to the fullest. Beyond that, Justin Henshaw the Founder and CEO has a story worth the listen. September 11th, 2001 his world changed as he witnessed firsthand the fall of the World Trade Center. Inspired by the events of that day, he decided to put his ambitions on hold and serve his country in the United States Marine Corps. Justin served 6 years in the Marine Corps Infantry and participated in several combat tours including both Iraq and Afghanistan where he was decorated for Valor.


                  Connect with Justin here: https://www.linkedin.com/in/justinhenshaw/


                  Here's what we learned:

                  1. Gage is a universal employment recognition system for shift and hourly workers.
                  2. It combines features from LinkedIn, Instagram, and FICO to support recognition, growth, and career development.
                  3. Employees own their data and can take it with them if they leave a company.
                  4. Gage aims to provide meaning and purpose to shift and hourly workers, addressing an underserved workforce segment.
                  5. Employers value Gage and see it as beneficial for hiring and paying employees based on their Gage score.
                  6. The platform fosters positive relationships between employers and employees by serving as a common language.
                  7. Gage aims to increase employee retention and rewards employees for longer tenures.
                  8. The system is not editable, ensuring its validity and reliability.
                  9. It replaces traditional resumes with a comprehensive workforce portfolio.

                  10. Connect with WRKdefined on your favorite social network

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                    Share your brand across the WRKdefined Podcast Network

                    Learn more about your ad choices. Visit megaphone.fm/adchoices

                    44 min
                  11. netpresenter: The employee and emergency communications platform

                    We talk with Frank Hoen about employee communication, digital signage at work, and message engagement. What happens when you need to disseminate important company information, or manage a company wide emergency?


                    This is a Use Case on netpresenter. Who should consider using the platform and why.


                    Takeaways

                    1. NetPresenter is a versatile communication tool that delivers messages to employees through digital signage on various devices, utilizing AI for personalized and optimized message delivery.
                    2. The platform is particularly valuable for remote work and maintaining social cohesion, with repetition and entertainment ensuring message retention and engagement.
                    3. Targeted messaging based on audience segmentation ensures that crucial information reaches the right people.
                    4. Seamlessly integrates with SharePoint and other communication tools, enhancing an organization's intranet.
                    5. Provides analytics and statistics to track message engagement and understanding, offering a cost-effective solution for improved communication and employee engagement within organizations.

                    6. Chapters

                      02:02 Innovative Approach to Digital Signage

                      06:10 Expanding the Reach of Messages

                      08:12 The Power of Repetition and AI in Message Delivery

                      11:38 The Role of Employee Communications and the Human Side

                      13:29 Infusing AI into the Platform

                      16:19 Impact of COVID-19 on NetPresenter

                      23:25 Increasing Message Awareness with NetPresenter

                      26:53 Types of Information to Communicate

                      30:31 Gamification and Engagement in Communication

                      34:48 Benefits of NetPresenter as a Communication Tool

                      39:23 Implementation and Deployment of NetPresenter

                      Learn more about your ad choices. Visit megaphone.fm/adchoices

                      43 min

                    About The Use Case Podcast

                    From the publisher's feed

                    Discover insights from tech leaders on The Use Case Podcast. Learn how they make compelling business cases for their technology. Get inspired to enhance your business with innovative ideas. Proudly…

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