Episode Summary

Welcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence. Today Gareth Cosker, Surface Commercial Executive at Microsoft, joins the show to share his background in IT and how he was able to develop a sustainability-focused application using Low-Code No-Code tools. Gareth speaks to the tool Squirrel365 and praises its ease of use and simplicity. Gareth also shares some of the results he was able to yield and speculates on the future of business intelligence applications.

Key Takeaways

01:03 – Gareth Cosker joins the show to talk about his IT background and how his career path led him to a unique role at Microsoft

05:07 – Sustainability and a recent application Gareth developed using Low-Code No-Code tools

09:01 – Learning how to use Squirrel

13:27 – Gareth speaks to some of the results of his application and what’s next

17:39 – Why Gareth chose Squirrel365

19:45 – Gareth speculates on the future of dashboard applications

22:48 – Microsoft’s growth mindset

Tweetable Quotes

“Now I still operate within the public sector, which is where my heart is and where I think technology can drive the biggest impact, whether that’s in hospitals, front line workers, counsels, those sort of establishments.” (03:25) (Gareth)

“I’ve always said about business intelligence that the aim should be for people to get in, get what they need, get out, and get on with their job.” (11:06) (Donald)

“For me I had a very specific use case. I wanted to present to a customer – which we would traditionally fdo via PowerPoint – and I needed a tool that integrated into that. So, I reached out to colleagues at Microsoft to establish if we have this. There were various creative ways that we would be able to import that into there, but it kinda didn’t give me that visual representation that I needed. Squirrel was purely down to ease of use and how simple for me to keep that kind of backend app going. And the plug-in feature in PowerPoint is really, really simple.” (18:39) (Gareth)

“Wouldn’t it be great if you were on a slide and you could just talk to that slide and it would update that data?” (21:16) (Gareth)

Resources Mentioned

Limitless BI Website – https://limitlessbi.com/

Donald’s LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=uk

Gareth’s LinkedIn – https://www.linkedin.com/in/garethcosker/?originalSubdomain=uk

Squirrel365 Website – https://squirrel365.io/

Episode Summary

Welcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence. Today Ziv Barzilay, Director, Products & Engineering at Salesforce, joins the show to expound on the remarkable innovations he’s been working on at Salesforce. Ziv focuses specifically on the Squirrel business application he’s been able to integrate into the organization and the astounding results he’s already achieved less than one year after launch. Ziv discusses engaging salespeople and increasing user adoption, design strategies and what he believes the future holds for similar business intelligence solutions at Salesforce.

Key Takeaways

01:03 – Ziv Barzilay joins the show to talk about his background and the exciting project he’s working on at Salesforce

05:38 – Tips for engaging salespeople and increasing user adoption

09:27 – Ziv speaks to the type of designs they’ve utilized to simplify their offerings

11:37 – Donald and Ziv speak to the value of the tool Squirrel

15:51 – How Ziv’s colleagues at Salesforce view Squirrel

18:42 – Creating new business cases and identifying value drivers

20:18 – Where Ziv sees the future of business applications such as Squirrel

21:37 – Donald and Paul take a moment to praise the remarkable innovations Ziv and his team have been able to achieve at Salesforce

Tweetable Quotes

“It wasn’t easy in the beginning. We went through different design approaches and finally we were able to balance between ‘How do we capture, as much as possible, use cases and still provide a more intuitive UI that Account Executives can actually use themselves. And we were actually very successful because we have about 3,000 AEs using the tool right now and we were able to touch over a quarter of a billion dollars of annual contract value.” (04:31) (Ziv)

“Squirrel is very powerful in terms of almost every property in every component can be connected to a formula. So, the user interface is now fully dynamic based on user conditions. So, we were able to do almost everything we wanted to do with the UI. And, another advantage is that, when we worked with our stakeholders and we got a lot of feedback, we were able to quickly implement new ideas and requirements because of the ease of use. Squirrel is very easy to implement or change things and deploy that to production. It was very simple.” (12:38) (Ziv)

“It doesn’t look like B.I. or a dashboard. People look at it as a full-blown application end-to-end.” (16:23) (Ziv)

“Each business case produces hundreds of data points which we can’t get elsewhere from any third-party company. And now we generate our own benchmark, which we can use for product management, product marketing, roadmap, and other areas in the company.” (19:59) (Ziv)

Resources Mentioned

Limitless BI Website – https://limitlessbi.com/

Donald’s LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=uk

Ziv’s LinkedIn – https://www.linkedin.com/in/zbarzil/?originalSubdomain=il

Squirrel365 Website – https://squirrel365.io/

Episode Summary

Welcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence. Today Rob Scott, Chief Operating Officer (COO) at Smart WFM, joins the show to explore the consumerization of business intelligence solutions and how Human Resource departments across the globe need to leverage these solutions, along with data, to drive value and be successful. Rob discusses the unique mix of business, psychology, technical, and HR experience he brings to his role at Smart WFM. Finally, Rob provides real-world examples of how users are becoming empowered by B.I. tools and speculates on what the future holds for business intelligence.

Key Takeaways

01:00 – Rob Scott joins the show to explain how his background in Psychology, Technology and Business Economics has played a key role in his current role at Smart WFM

06:48 – Technology is not a slave

08:26 – The consumerization of business systems

12:50 – Simplicity vs. complexity

16:09 – Why choice of technology is paramount

18:47 – Examples of users being empowered by B.I. tools

26:27 – Data integration in the HR world

Tweetable Quotes

“This is not just an HR issue. The combination of the human mind and technology spans across all forms of business. And in my current COO role, I see that all the time. It doesn’t matter what part of the business you’re in; how we engage with technology is becoming more and more important.” (06:31) (Rob)

“The notion that digitization is all about empowering employees to do more with the technology, not have more technology, is a fundamental shift that’s taking place.” (11:41) (Rob)

“Design is quite important. And, I think it’s a future skill for any part of the organization where you have capacity to create more personalized technology. Most HR systems and HR vendors have gone down the path of trying to think of every potential option that may be required with building a feature. The problem with that is that very often people look at all these bells and whistles and go, ‘Let me see if I can find a problem that this can solve.’ And the problem may not exist.” (15:08) (Rob)

“For me, this is why I think exposing HR people to easy tools where they can literally create stuff for themselves is something that I think is going to take on a life of its own. And once people understand that and understand how it can integrate with current technology platforms they use, they’ll see the value of being able to do something really quickly and automatically build out that experience they’re trying to build for their employees.” (18:16) (Rob)

“The one thing that the HR world is coming to terms with is that they have to deal with data.” (26:27) (Rob)

Resources Mentioned

Limitless BI Website – https://limitlessbi.com/

Donald’s LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=uk

Rob’s LinkedIn – https://www.linkedin.com/in/robscottinsyd/?originalSubdomain=au

Squirrel365 Website – https://squirrel365.io/

Episode Summary

Welcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence. Today Santi Becerra, Senior Director of Augments Analytics at Tableau, joins the show to explore Artificial Intelligence, Machine Learning, and Analytics. Santi speaks to the evolution of data visualization, explains its importance in the B.I. industry, and speculates on its future. Santi provides some insights into the work he and his team have done at Tableau and shares an interesting belief he has about the future of business intelligence.

Key Takeaways

01:01 – Santi Becerra joins the show to talk about the work he’s doing with Analytics, Artificial Intelligence (A.I.), and Machine Learning (M.L.)

09:38 – Searching for a breakthrough solution

11:23 – Santi breaks down Analytics and speaks to the role that machines will play in the future of Analytics

18:00 – Data visualization

23:36 – An interesting trend in gaming

25:01 – Santi shares an interesting belief about the future of Business Intelligence

Tweetable Quotes

“I think across the board augmented analytics, the part of the portfolios that encompasses this, have not hit a home run yet. But I don’t think it’s because users aren’t ready to receive relevant, automated, timely insights in an automatic fashion. I just think we have more to go.” (05:08) (Santi)

“We need to start providing more domain specific insights.” (10:49) (Santi)

“One of the things I’m excited about with Tableau is that being a part of Salesforce, now we’re linked to a company that has specific solutions, right? Like the Marketing Cloud, the Sales Cloud and so there’s data repositories in there that already have, to some degree, a fixed schema and, to some degree, are already domain specific. Maybe it’s why all the independent analytics vendors have gotten bought by these companies because I think now it’s a really big advantage. Now we can tap into those schemas and, presumably, the teams that are managing that could enrich those schemas.” (15:16) (Santi)

“It’s being able to take this information that people really need and rather than having to look for it, just inject it into their workflows and everyday lives so that they can’t help but be more efficient in what they do.” (29:25) (Donald)

Resources Mentioned

Limitless BI Website – https://limitlessbi.com/

Donald’s LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=uk

Santi’s LinkedIn – https://www.linkedin.com/in/santibecerra/

Squirrel365 Website – https://squirrel365.io/

Episode Summary

Welcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence. Today, Donald MacCormick, Chief Strategy Officer at Squirel365, and Joshua Tapley, Senior Director of Data Visualization at Comcast, join the show to share their experiences with Data Literacy, Self-Service, and Data Visualization. Joshua speaks to the importance of creating data interfaces that are both highly intuitive and fun. Donald provides his outlook on why terms like data literacy can mean incredibly different things to different individuals. Finally, Donald and Joshua share final thoughts on the need to get data into the hands of people who need it when they need it.

Key Takeaways

00:44 – Joshua Tapley joins the show to share his background in data visualization and his role at Comcast

06:31 – Donald and Joshua share their thoughts on self-service

10:36 – Creating data interfaces that are both intuitive and fun

14:07 – Sankey templates

16:57 – Joshua speaks to some of his recent successes with self-service visualization solutions

20:43 – Donald explains why terms like data literacy, self-service and data visualization mean different things to different people

27:26 – Parting words of wisdom from Donald and Joshua

Tweetable Quotes

“Just as a young child can pick up an iPad and use it without instruction, our users should find everything we produce intuitive. The ability to understand intuitively is the easiest way to bridge data literacy.” (07:29) (Donald)

“I think it’s really important to have good, meaningful data that is useable for people to return. We talk about ongoing user engagement, adoption of the data assets that we build. We can spend all this time and then nobody wants to use it when they get done because it wasn’t the right solution. So we spend a lot more time making sure it’s the right thing.” (11:45) (Joshua)

“We live in a world online whereby if you go to a website that looks really nice, you’ll stay. There’s something about it that draws you in.” (13:22) (Donald)

“Most of what people are looking for, I think, is greater transparency. So, what we’re trying to do now is tie multiple elements of the data together.” (17:34) (Joshua)

“Those three topics, data literacy, self-service, and data visualization, mean incredibly different things to different people. So, data literacy to an executive is about understanding where the data comes from and understanding what they’re seeing. To an analyst, it means statistics. It means making sure that they have enough of a sample size in order to make a forecast that then their executives can trust. They’re very, very different things.” (21:04) (Donald)

Resources Mentioned

Limitless BI Website – https://limitlessbi.com/

Joshua’s Linkedin – https://www.linkedin.com/in/josh-tapley/

Donald’s LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=uk

Squirrel365 Website – https://squirrel365.io/

Episode Summary

Welcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence.

In this episode, Chief Strategy Officer at Squirel365, Donald MacCormick continues to provide his insights on Business Intelligence solutions. Donald doesn’t hold back on his opinions of self-service B.I. and why it is not the answer. He provides unique and in-depth examples of why successful B.I. interfaces should require little to no effort, training or documentation from the end user. Finally, Donald provides self-service B.I. analogies ranging from the restaurant industry to the healthcare industry.

Key Takeaways

00:29 – Donald MacCormick joins the show for Part 2 of Exploring the Growth of End-to-End No Code Business Solutions to discuss why self-service B.I. not the answer

05:14 – The evolution of Business Objects

10:30 – Donald recalls an interesting story about self-service reporting

12:54 – The importance of tools like Tableau

14:16 – Donald speaks to self-service B.I. in the restaurant industry

19:54 – The doctor analogy

Tweetable Quotes

“Self-service B.I. is demonstratively not the answer because we have tried it four, five, six times over. We keep trying to reinvent it.” (01:17)

“The quicker you get data to people that’s meaningful to them, the more they can use that in their everyday life.” (03:41)

“If you ask any CEO of any organization, ‘How much time do you want your salespeople to spend on querying data?’ The answer should be ‘Zero.’” (08:03)

“We no longer go out and fish for our dinner. The same should be true of reporting. We’re no longer saying everybody should do everything. We’re saying there are people who are good at this who can deliver it to the end users. We should have an information supply chain so that the end users don’t need to do self-service reporting.” (12:07)

“The amount of effort, training and documentation that is required to use a good B.I. interface should be about the same as is required to select and eat a pre-prepared sandwich. I.e. none.” (16:25)

“When you go to your television and you want to find out what’s on tonight, what do you do? You push this button called, ‘Guide,’ and it comes up on the screen and it’s a nice way of looking at what’s on the television. It doesn’t say, ‘Here’s an at-home query tool whereby you can query any television program in the world right now.’” (22:02)

Resources Mentioned

Limitless BI Website – https://limitlessbi.com/

Donald’s LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=uk

Squirrel365 Website – https://squirrel365.io/

Episode Summary

Welcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence.

In this episode, Chief Strategy Officer at Squirel365, Donald MacCormick, joins the show to discuss his background in product management and product development. Donald speaks to the work he’s doing with end-to-end no code business solutions at Squirrel365 and why he believes it is critical to make these solutions easy and fast to access, utilize and implement. Donald provides his thoughts on the relationship between business intelligence and operational applications and what he sees as the future of B.I.

Key Takeaways

00:41 – Introducing today’s guest, Donald MacCormick, who shares his background in product management, product development and his experience working with no-code tools

05:59 – Donald speaks to the work he’s doing with no-code tools at Squirrel365

11:09 – The relationship between Business Intelligence and Operational Applications

17:54 – Instant Return on Investment (ROI)

22:05 – Donald speaks to the exciting future of B.I.

Tweetable Quotes

“The idea that somehow all this information people should get by having a tool and digging for themselves is not the right way to do it. We all, end users, need interfaces that are easy to use so that they can just get at this data and can use it.  I coined a phrase, ‘They should be able to get in, get what they need, get out and get on with their jobs as quickly as possible.’” (04:39) 

“The appreciation for how important data analytics is has grown over the years.” (07:39) 

“One of the first ones they did was a Covid dashboard that had to be used in the medical environment by people who were technicians, nurses, doctors. The last thing in the world these people need to do is worry about how to get data. They need an interface that minimizes the time they are in the interface and maximizes the time they are with patients.” (16:13) 

“One thing we have to be clear about is that these systems are never done. Business Intelligence systems are never finished because businesses keep changing. You have to accept that you’re gonna have to iterate and throw things out that you’ve done before.” (21:18)  

Resources Mentioned

 Limitless BI Website – https://limitlessbi.com/

Donald’s LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=uk 

Squirrel365 Website – https://squirrel365.io/