Business intelligence
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The Nine Business Model Templates: Why Industry Expertise Matters Less Than You Think
When I am networking with new business relationships, a frequent question I am asked is whether my firm’s CFO services specialize in any specific industry. As a business nerd with a lot of consulting experience, I think this is a legitimate question but not how we approach the market. In the lower middle market, most Continue reading
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Beeper After One Year: The Evolution Continues
A little over a year ago, I published a blog article titled “From Too Many Messaging Apps to Just One” and discussed my discovery of Beeper, a unified messaging app that I use on my desktop and iPhone. I have been using this app for over a year now, and there have been some upgrades Continue reading
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Why The AI Bubble Won’t Pop As The Internet Bubble Did: An Overlooked Reason
So the AI bubble is on everyone’s mind. I don’t have an answer on where that stands. However, I was around during the Internet bubble. In fact, I got out of my Wharton/Penn grad studies in mid-1999 to start my career in venture capital, and by March 2000, I was doing restructurings as co-investors in Continue reading
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Excel’s Game-Changing COPILOT Function: Why My Previous AI Recommendations Just Changed
TL;DR: Microsoft just launched the revolutionary COPILOT function in Excel, bringing AI directly into spreadsheet cells. This changes everything I recommended in my previous Copilot vs Claude comparison. While Claude still excels for complex Power Query work, Excel’s new COPILOT function delivers the speed, flexibility, and native integration that transforms how we work with data—without Continue reading