Financial GPS

I read the “Great Game of Business” by Jack Stack years ago, it was transformative. I’m excited to go through the GGOB workshops and Coaching Session.

ThoughtSpot's Dashboards Are Dead whitepaper posits that companies need a cloud-based analytics solution that leverages AI for insights and consumer-grade UX for adoption. Similar to how Quickbooks is used for accounting and Hubspot for sales, ThoughtSpot says you need a standalone solution for analytics—a single endpoint where users can ask questions about their data, see trends, and find opportunities. #analytics #dashboards

Attack with more than just one or two pieces is a principle in chess that applies to business. Businesses that win have the ability to create value and show how they’ve added value well beyond their costs. Creating and showing value is essential, and businesses need multiple pieces to work together to do both things well. Showing value is one of the best use cases for Dashboards. #strategy #chess #dashboards

Don't Do. Automate. Outsource. But if all else fails, hire someone. Technology, AI, and automation tools like Zapier and n8n can 10x your productivity and reduce FTE overhead. The rest of the world is catching up, so you can use firms like Keen360 or SupportShepard to offshore work and reduce OPEX. But if you do have to hire an FTE, you'll want to make sure you know the true cost of hiring. This is a clip from the Financial GPS video vault! It's an oldie but a goodie.

Understanding why SMBs buy and consume financial products and services can spark ideas for more collaboration and partnerships. By mapping out the ecosystem and how various solutions coalesce to serve the end consumer, sales teams can better address the consumer's needs and jobs to be done.