Learning to Walk with AI - Automating Workflows
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Learning to Walk with AI - Automating Workflows

Walking is all about automating business workflows with a sprinkling of AI to help move things along. There are things that we do within our professional lives that are repeatable and predictable. Recording contact details from business cards, recording monthly expenses, following up on missed phone calls, issuing invoices and onboarding clients or employees.

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Getting Started with AI in Sales for Small Busineses
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Getting Started with AI in Sales for Small Busineses

In my previous post, we examined how small businesses can begin using AI in three stages: Crawling, Walking, and Running. In this article, we’ll focus on starting with crawling, particularly in Sales and Marketing, as that is where I have spent most of my professional life. Crawling is about enhancing personal productivity and gaining a clearer understanding of what AI can achieve within your organisation. We’ll explore AI assistants and several purpose-built tools that can be easily and affordably used for many sales-related tasks.

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Small Business  AI Playbook
Gareth Davies Gareth Davies

Small Business AI Playbook

If you sometimes feel like a rabbit in the headlights when it comes to AI, you’re not alone. I know that feeling well — it’s exactly how I felt eight years ago when I was first tasked with figuring out whether AI could help the business I was working in. Small businesses like yours are in a unique position. We can use AI to become more efficient, more competitive, and grow faster. In this post, we’ll explore how to get started

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Understanding Embeddings
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Understanding Embeddings

The rise of vector databases has defined a whole new sector in technology. Whether it’s Pinecone, Qdrant, Weaviate or ChromaDb, vendors have just appeared on the landscape seemingly out of nowhere and now it seems like every other post on your favourite social media channel is talking about these things like they’re a critical part of technology infrastructure. What’s the thing that underpins this technology and makes it all possible? Embeddings. In this article we’ll explore where they came from, what they are and why they’re so valuable when it comes to creating personalised AI solutions.

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Do things that don’t scale
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Do things that don’t scale

Paul Graham, the founder of Y Combinator is famously known for saying to startups do things that don’t scale. I share this same philosophy when it’s applied to new software projects. That’s not to say that I don’t care about scaling, I do, but in the overall set of priorities scaling concerns doesn’t even make it into the top 3. In this post I’ll share with you the formula that I use when starting new projects and how I arrange my development priorities so that I can get a product to market in the shortest time possible and be able to continue to improve and develop that product as it’s usage gains traction.

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How to Deconstruct Your Moodle Soup
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How to Deconstruct Your Moodle Soup

A client once described their data situation to me as a "Data Soup"—and it was the perfect description. It's a jumble of valuable feedback from course participants, scattered across hundreds of individual files, mixed with inconsistent questions, and buried so deep in the system that it's almost impossible to use. It’s a common problem for organisations that rely on Moodle’s powerful course-delivery features but find its data-export capabilities lacking.

In this article, I'll walk you through how we deconstructed that soup. We'll cover how we extracted the good stuff, cleaned it up, and turned it into a practical AI analytics tool that can answer complex questions in plain English.

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Let’s build a Salesforce Deal Predictor (Part 1)
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Let’s build a Salesforce Deal Predictor (Part 1)

Salesforce has been the darling of the CRM world for as long as I can remember. Businesses of all shapes and sizes use it to manage their sales processes. For some time their Einstein Opportunity Scoring product has been predicting outcomes of deals, but anecdotally the clients I have spoken to have been underwhelmed by it’s performance. So we’re going to put that right in this article and explore an alternative way of generating predictions on opportunities … the point is not so much to give you an assignment to create your own solution, but rather to give you a sense of how the solution is a combination of data and AI and what’s important in any custom model AI project that you embark on.

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Can You Trust That AI Vendor? Use the CSA to find out
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Can You Trust That AI Vendor? Use the CSA to find out

I’ve been around the block a few times and sat on both sides of the table when it comes to evaluating software vendors. One topic that is guaranteed to get both sides hot under the collar is addressing security concerns. With so many AI startups getting established every day it can be daunting task knowing who you can trust.

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How to choose the right AI solution
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How to choose the right AI solution

There’s a lot of pressure right now to do something with AI, but picking the wrong solution can be costly, distracting, and damaging. Here's the framework I’ve used over 20 years to separate hype from substance and evaluate solutions on the strengths of the benefits to the business.

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You need a product ICP to minimise churn
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You need a product ICP to minimise churn

Every now and then, you talk to someone who really gets it. Someone who not only uses your product, but also sees its potential and can articulate meaningful ideas for where it should go next. When that happens, it’s like finding gold. You leave the call energised, full of ideas, and importantly with a clear sense of direction.

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How I make and deliver a roadmap
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How I make and deliver a roadmap

A roadmap delivered on time, that meets your customers’ expectations means that you can expect to see a reduction in churn, an increase in referrals and more leads - ultimately leading to lower CAC (Customer Acquisition Costs) and higher LTV( Life Time Value). In this post I’ll describe the framework that I have developed for my own roadmap planning and delivery

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How to make your CRM successfull
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How to make your CRM successfull

Believe it or not I have been involved with Salesforce for the last 20 years, firstly as a customer, then as an SI partner and for the last 15 years as an ISV. During that time I’ve seen plenty of implementations and a lot of them have been pretty ugly and I don’t want yours to be one of them, so I’ve got a list of 10 recommendations that I would like you to consider to help maximise your investment in Salesforce.

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How SaaS will die
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How SaaS will die

For 20 years I’ve been working with SaaS systems - most notably Salesforce. A few weeks ago I started seeing posts on LinkedIn making claims that SaaS will Die. At the time I dismissed it as click bait, but I think there might be something in it and I can see a future where the traditional SaaS model is obsolete. In this post we’ll explore how this might play out and what you can do to adapt to a new SaaS-free world.

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How to optimise your marketing spend with Meridian
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How to optimise your marketing spend with Meridian

Optimising Marketing Spend with Google's Meridian

Google's new Marketing Mix Model, Meridian, offers a fresh approach to understanding and optimising marketing investments. In my latest article, I explore how Meridian leverages Bayesian inference to provide actionable insights into channel performance, ROI, and budget allocation.​

While it requires some technical setup, the potential benefits for strategic decision-making are substantial.​

If you're interested in data-driven strategies to enhance your marketing effectiveness, this piece provides a practical overview.​

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Introduction to Lead Scoring
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Introduction to Lead Scoring

Lead scoring is a vital strategy within Conversion Rate Optimisation (CRO), enabling businesses to assess the potential of leads converting into customers. By attributing scores based on key factors such as demographic data, behavioural patterns, and engagement levels, businesses can prioritise leads most likely to provide a substantial return on investment.

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