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Consulting Spotlight

Consulting Spotlight

Di: Software Oasis
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Ready to master the art of B2B consulting and accelerate your professional journey? Consulting Spotlight brings you weekly insights from the consulting industry's most brilliant minds. Host Michael Bernzweig, founder of Software Oasis, leverages decades of experience connecting top B2B consultants with leading organizations to bring you deep-dive conversations about what really works in consulting today. Each episode features strategic discussions with industry leaders, successful consultants, and decision-makers who share their proven methodologies, challenges overcome, and secrets to building a thriving consulting practice. From winning high-value clients to scaling your consulting business, get actionable strategies you can implement immediately. Whether you're an established consultant or planning to enter the field, this podcast delivers the expert knowledge you need to succeed. Subscribe now to join our community of ambitious consultants and get weekly episodes filled with practical wisdom, real-world case studies, and insider insights.© 2024 - 2025 Software Oasis, LLC Economia Gestione e leadership Leadership Management Ricerca del lavoro Successo personale
  • Scaling With AI: Business for Purpose‑Driven Founders
    Feb 23 2026
    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 challengesThe Business Simple framework: 5 Ps guiding product, people, pricing, processes, and partnershipsUsing the fulcrum and rock climbing analogies to find the smallest actionable stepsManaging the Groundhog Day loop of inefficiency caused by misaligned workflowsThe athlete's advantage: making intentional moves versus busy motionAligning cross-department workflows to foster collaboration over silosPractical steps for adopting hybrid subscription and usage-based pricing modelsReframing hiring strategies when building nearshore AI and engineering teamsBalancing 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 Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer.https://summit.softwareoasis.com/activate-offers/(Claim Your Offer / Schedule Consultation)Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductionsGet Your Networking Passhttps://experts.softwareoasis.com/executive-networking-passClaim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    50 min
  • AI Operating Models for Enterprise Leaders
    Feb 14 2026

    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

    • Ready to action this strategy?

    Connect with this expert now for a complimentary strategy consult or exclusive offer.

    https://summit.softwareoasis.com/activate-offers/

    (Claim Your Offer / Schedule Consultation)

    • Apply to Present at our Live Events as an expert

    https://experts.softwareoasis.com/expert-introductions

    • Get Your Networking Pass

    https://experts.softwareoasis.com/executive-networking-pass

    • Claim your complimentary event pass and attend live:

    https://bootcamps.softwareoasis.com/

    https://summit.softwareoasis.com/


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    49 min
  • The Rise of the Chief AI Officer
    Jan 18 2026

    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

    • Ready to action this strategy?

    Connect with this expert now for a complimentary strategy consult or exclusive offer.

    https://summit.softwareoasis.com/activate-offers/

    (Claim Your Offer / Schedule Consultation)

    • Apply to Present at our Live Events as an expert

    https://experts.softwareoasis.com/expert-introductions

    • Get Your Networking Pass

    https://experts.softwareoasis.com/executive-networking-pass

    • Claim your complimentary event pass and attend live:

    https://bootcamps.softwareoasis.com/

    https://summit.softwareoasis.com/


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    33 min
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