Software Oasis

B2B Automation Spotlight

Business EN ↓ 39 episodes

B2B Automation Spotlight™ is the podcast for founders, operators, and revenue leaders who want to scale with business process automation, AI, and no‑code workflows. Each weekly episode dives into real‑world automation use cases, from marketing and sales to customer success, finance, and operations.​Hosted by Michael Bernzweig of Software Oasis, the show features in‑depth conversations with B2B leaders, automation architects, RevOps pros, and SaaS builders who share how they design, implement, and optimize automated systems. Learn how to map processes, choose the right tools, and connect your t...

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Author

Software Oasis

Category

Business

Podcast website

softwareoasis.com

Latest episode

Oct 7, 2026

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Episodes

Philip Huthwaite on Revolutionizing Leadership Development with AI 07.10.2026

Introduction Philip Huthwaite's career journey from Accenture to Five App The role of sales in shaping his entrepreneurial path Introduction to the episode's focus on AI in leadership development Interview Philip's transition from geography student to tech CEO Insights on working at Accenture and launching a pricing technology firm The move to Five App and embracing AI for leadership Presentation...

Brad Levy on Revolutionizing Compliance with AI at ThetaRay 14.09.2026

Introduction Brad Levy's early career in fintech Overview of ThetaRay's mission The importance of AI in compliance Interview Brad's journey from banking to AI leadership Early challenges with e-commerce at Goldman Sachs Evolution of fintech technologies Presentation Transitioning from rules-based to risk-based systems Importance of unsupervised machine learning The role of AI in detecting financia...

Elliott Lorenz on Transforming Consumer Lending with Edge Focus 05.09.2026

Introduction Elliott's pivot from high frequency trading to consumer lending The role of data in transforming underwriting Promise of understanding Edge Focus's impact Interview Elliott's journey and founding Edge Focus Challenges in consumer lending Importance of technology and patience Presentation Data-driven underwriting beyond FICO scores Edge Focus's credit engine and its capabilities Mainta...

Yoni Michael on Empowering AI Agents with Context for Enterprise Data 21.08.2026

Introduction Yoni Michael's journey from Coolan to TypeDef The challenge of AI agents hitting a wall Recorded live at Software Oasis AI Summit Interview Yoni's career path and insights Founding of Coolan and acquisition by Salesforce The inception of TypeDef in response to AI trends Presentation Importance of semantic context in AI Why AI agents fail without persistent memory Bridging the gap with...

Navigating AI Risks with Trevor Horwitz from TrustNet 27.07.2026

Introduction Trevor's tech journey from Johannesburg Early influences and mentors Initial steps into cybersecurity Interview Importance of product market fit Early-stage company challenges Hustling for first customers Presentation Hidden AI in business systems Risks of AI without accountability Importance of AI governance Panel Q&A Audience questions on AI integration Accountability in AI decision...

Roger Yarrow on Transformative AI at Truelook 20.07.2026

Introduction Roger Yarrow's journey from self-taught programmer to CEO The founding of Truelook and its innovative approach Roger's passion for computer graphics and web technology Interview Roger's early experiences with big corporations Transition to entrepreneurship and founding Truelook Key lessons learned in the early days of Truelook Presentation AI as a connective layer within Truelook Inte...

Bekir Atahan on AI Transformation at Experis 13.07.2026

Introduction Bekir Atahan's journey from Turkey to the U.S. His career path through Sun Microsystems and Oracle The focus on transforming work with AI Interview Bekir's early interest in data and AI His role at Experis as VP of the Data and AI Center Challenges and opportunities in AI implementation Presentation The stages of AI integration at Experis Building AI solutions like AI Workbench and So...

Bekir Atahan on AI Transformation at Experis 19.06.2026

Introduction Bekir Atahan’s journey from Turkey to the U.S. His career path through Sun Microsystems and Oracle Focus on transforming work with AI Interview Bekir’s early interest in data and AI His role at Experis as VP of the Data and AI Center Challenges and opportunities in AI implementation Presentation The stages of AI integration at Xperis Building AI solutions such as AI Workbench and Soph...

Pratyush Lal on Navigating AI Transformation at Baringa 17.06.2026

Introduction Pratyush Lal's unique career journey from India to Georgia Tech. Initial role in designing educational equipment for kids with special needs. Building his first data platform and entering the tech consulting world. Interview Pratyush's insights on humility and continuous learning. Challenges and rewards of a non-linear career path. Common client challenges and solutions at Baringa. Pr...

Ryan McElroy on Data Reliability and AI Success 10.06.2026

Introduction Ryan's unexpected move to Charlotte and career beginnings Insights from early career experiences Episode promise: AI as software projects Interview Ryan's varied industry experience The pivotal moment leading to joining Hylaine Key insights on AI project mistakes Presentation Hidden costs of unreliable data Case studies in data reliability Key dimensions of data reliability Panel Q&A...

Steve Senterfit on Revolutionizing Business Process Automation with Agentic AI 06.06.2026

Introduction Steve's unique career path from financial services to energy Importance of industry knowledge in consulting How early challenges shaped his approach to AI Interview Transition from development to consulting Learning from industry-specific failures Steve's journey into oil and gas Presentation Overview of business process automation Role of agentic AI in transforming processes Key exam...

Ravi Srivatsav on Tackling AI Data Security with DataKrypto 27.05.2026

Introduction - Ravi's experience with security breaches in telecom. - How these challenges led to founding DataKrypto. - The necessity of encryption in AI. Interview - Ravi's career journey and technological insights. - The pivotal moment leading to DataKrypto's creation. - Early challenges and solutions in building DataKrypto. Presentation - DataKrypto's encryption methods for AI security. - Expl...

Bhupendra Chopra on Navigating Entrepreneurship and Data Migration 20.05.2026

Introduction - Bhupendra's journey from product to services - Challenges faced with initial sales strategy - Strategic partnership with Microsoft Interview - Importance of mentorship and networking - The pivot from vendor neutrality to partnership - Insights on bootstrapping vs. taking on venture capital Presentation - Current challenges in data migration - Automation in pre-migration assessments...

Demetri Papazissis on Navigating Sovereign AI Deployment with Superbo AI 15.05.2026

**Introduction** - The inception of Superbo AI before AI was trending - Challenges of being a first mover in AI - Superbo's journey to navigate AI buzzwords   **Interview** - Demetri's career path leading to Superbo AI - Evolution from mobile marketing to AI solutions - The blessing and curse of being first in the market   **Presentation** - Importance of sovereign AI deployment infrastructure - P...

Niraj Singhal on AI Transformation at NTT Data 10.05.2026

Niraj Singhal is the Group Senior Vice President at NTT Data, where he leads global consulting and digital transformation initiatives. With nearly three decades of experience across diverse industries, he is passionate about leveraging AI to drive business outcomes. ** Introduction** - Niraj Singhal's diverse career journey - The rapid pace of technological change - The importance of embracing cha...

Michael Murphy on Transforming Business Agility with ADAPTOVATE 20.04.2026

Michael Murphy is a partner and AI operating model lead at ADAPTOVATE in Canada. With a background in theater directing and consulting, he has extensive experience in business transformation and agility. Murphy previously worked at Deloitte, where he honed his skills across North America and Germany. 00:00 - Introduction to Michael Murphy and his journey 05:30 - Transition from theater to consulti...

Ethan Giffin on Transforming B2B Commerce 15.04.2026

Ethan Giffin is the founder and CEO of Groove Commerce, a leading agency specializing in B2B e-commerce transformation. With nearly two decades of experience, Ethan is an expert in helping manufacturers and distributors modernize their commerce strategies. His work focuses on aligning digital channels with revenue growth and fostering innovation in B2B environments. [00:00] Introduction to Ethan G...

Co‑Pilots to Agents: An Executive Guide to AI 23.02.2026

In this episode, host Michael Bernzweig talks with Amir Elion , CEO of Think Big Leaders and former AWS innovation leader, about how executives should think about AI agents and generative AI strategy. Amir explains why intelligence is becoming a cheap, scalable commodity, outlines the growing capabilities across text, code, vision, audio, data, and physical systems, and introduces a three‑pillar f...

Shipping Real AI: Process Mapping to Automation 23.02.2026

In this episode, host Michael Bernzweig talks with Zane Frantzen , VP Platform and Operations at SimplyAsk, about why so many AI projects stall out before they deliver business value. Zane shares three common mindsets that sink initiatives, explains how AI amplifies whatever process reality you already have, and stresses the importance of mapping workflows, clarifying owners, and targeting repetit...

Autonomous Sales Agents for Enterprise Revenue Teams 23.02.2026

In this episode, host Michael Bernzweig talks with Roi Carmel , CEO and co‑founder of Spotlight AI , about how autonomous agents can fix enterprise sales productivity. Roi explains why reps spend most of their time on documentation, updating systems, and analysis instead of selling, and why quota attainment has barely improved despite a decade of new tools. He shares how Spotlight’s layered sales...

AI Prototyping: From Static Screens to Live MVPs 21.02.2026

In this episode, host Michael Bernzweig talks with Ricardo Tosatto , CEO at Esfera and COO at Esfera Studio, about how AI is changing product design and prototyping. Ricardo explains why traditional design teams spend 70–80% of their time inside tools like Figma and still end up with static prototypes that don’t reflect real user behavior. He shares how AI‑powered tools can generate working UI, fl...

AI Usage‑Based Billing That Protects Margins 21.02.2026

In this episode, host Michael Bernzweig talks with Mitchell Jones , founder and CEO of Lava , about how to monetize AI features without destroying SaaS margins. Mitchell breaks down why AI introduces real variable costs, why seat‑based pricing no longer reflects value when agents can replace dozens of users, and how usage‑based models can better align price with outcomes. You’ll learn how an AI ga...

Scaling Enterprise Workflows from Chaos to Clarity 16.02.2026

In this episode, host Michael Bernzweig sits down with Michael Toguchi , Chief Strategy Officer at Techtonic, to explore how mission‑driven and enterprise organizations can turn chaotic, manual workflows into scalable systems their teams actually use. Michael breaks down why many workflow and automation projects fail—not because of bad software, but because they’re misaligned with mission, culture...

AI‑Ready Data Integration for Enterprise Tech Stacks 16.02.2026

In this episode, host Michael Bernzweig talks with Matt Soltau , Global Director of Strategy and Operations at IntelliPaaS, about how enterprises can make their fragmented tech stacks truly AI‑ready. Matt explains why point‑to‑point “spaghetti” integrations create data silos, security risk, and failed AI projects, and shares how a centralized integration layer can deliver real‑time, reliable data...

B2B Event Business Demand: Ending Feast‑or‑Famine 16.02.2026

In this episode, host Michael Bernzweig sits down with Dan Charles , founder of Codarity, to unpack why so many B2B agencies and event businesses stay stuck in feast‑or‑famine mode. Dan explains how most teams only market to the 5% of buyers who are actively searching while ignoring the 95% who are quietly forming their shortlists months in advance. He walks through how to map category entry point...

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