Analytics
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The Hidden Cost of the Pivot: Why Failing Fast May Be the Most Expensive Strategy in the AI Era
AI has flattened the innovation economy, making product replication faster and cheaper than ever. And in a market where product differentiation is temporary, customer acquisition and retention becomes the only durable competitive moat. Those two conclusions lead directly to a third, which challenges one of the most deeply held beliefs in many tech-oriented businesses. If Continue reading
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When Everyone Can Build, the Only Moat Is Who You Have and Why They Stay
In my last post, I explored how AI has flattened the innovation economy, making product replication faster and cheaper than at any point in history. If anyone anywhere can build what you built, the natural follow-on question is uncomfortable: What, exactly, is your competitive advantage? The answer is not your technology. It is not your Continue reading
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AI Calendar Management: Streamlining Meeting Scheduling from Booking Links to AI Assistants
My calendar efficiency journey started when I selected OneCal.io about 2 years ago in a head-to-head competition with Calendly. I chose OneCal.io for ease of use, price, and calendar sync. Calendar sync is a really important feature when managing a personal calendar, my business calendar at CFO Pro+Analytics, which becomes even more complicated when clients give me a Google account Continue reading
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Move Fast and Build Things: How AI Is Rewriting the Rules of Innovation
For a long time now, “move fast and break things” was the operating philosophy of the innovation economy. Ship quickly, learn from failure, outpace the known competitor. Venture capital funded the burn. Founders wore the chaos as a badge of honor. It worked, inside a specific set of conditions that are fading and transforming. What Continue reading
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Anthropic and Open AI: How Core Values May Be the Difference Maker in the Battle for #1
Focus comes from principles guiding to a vision. Success comes from execution guiding to an opportunity. This depends on teams aligned on core values. Exceptional success relies on focus to create remarkable outcomes. But it does not work the other way around. Think about it. This basic rubric may define the winner in the battle Continue reading
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Why Tariff Increases Haven’t Shown Up in Inflation—Yet: A CFO’s Real-World Perspective on E-Commerce and Consumer Packaged Goods
Last year, when tariffs were introduced, I wrote a blog article about how they represented a critical kitchen table issue for many small American businesses that have built their business models around contract manufacturing in China and selling through U.S. retail channels—often their own web properties or Amazon—directly to American consumers. This represents a significant Continue reading
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How Time Tracking Data Transforms Multi-Year Financial Models: Strategic Financial Forecasting Series Part 1
Time tracking data represents a strategic asset for financial forecasting. We’re excited to bring you this series of guest posts from fractional CFO and forecasting expert Salvatore Tirabassi, where he’ll explore how time data fuels accurate financial forecasts. Whether you’re a seasoned CFO or building out your first forecasts, this series offers practical insights into Continue reading
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4 Hours to a Board Deck: How CFOs Are Using AI to Transform Financial Presentations
For CFOs, the quarterly board presentation represents a significant operational and strategic challenge. Board meetings require clear communication of key metrics such as cash position, revenue growth, and major investments. The process, which commences usually a few weeks before the close of a quarter, is typically characterized by an intensive, multi-week effort. It involves coordinating Continue reading
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Copilot vs Claude for Excel: Which AI Assistant Wins for Formula Building?
TL;DR Copilot offers seamless integration directly in Excel, but requires OneDrive auto-save, responds slower, and provides limited formula alternatives. Claude delivers faster responses with multiple formula options and excels at Power Query M code, but requires copying/pasting between windows. For basic users, Copilot’s integration wins despite its limitations. For advanced users or those preferring file Continue reading
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The Apple and AI Conundrum
It’s been painful to watch Apple lag behind in the Artificial Intelligence (AI) race, especially given that it was a pioneer in conversational AI with the launch of Siri in 2011. Siri marked the start of a new phase in the industry, and set expectations for future innovation. Since then, however, Apple has struggled to Continue reading