Design thinking, #data focused and #AI enhanced Quote to Cash experts delivering solutions on #ServiceNow & #Salesforce platforms!

Charlotte, NC
Joined September 2013
“We need help figuring things out while we’re moving.” Businesses might not have a name for that need, but they’re crystal clear on what they don’t want: another year-long project or reactive, ticket-based support. What they’re really asking for is a trusted partner to help set priorities, create guardrails, and drive better decision-making by working alongside their team, not making decisions for them. Introducing, Strategic Enablement Services: open.substack.com/pub/andrew… #StrategicEnablement #ModernConsulting
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Mountain Point retweeted
Teams don’t want to hear how something could work in theory. They want to see how it works in their system, with their data, under their constraints. Good Proof of Concepts don’t aim to impress. They aim to orient. open.substack.com/pub/andrew…
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Most customers are not looking for a big vision right now. They are looking for relief. Explore why advisory starts by understanding the weight teams are carrying today. #Advisory #Strategy #Leadership #Clarity
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Mountain Point retweeted
Good advisory work in this environment looks different. It starts by helping teams understand what they’re carrying: - Which systems/apps are load-bearing versus optional - Where complexity is structural versus self-inflicted - What work continues simply because no one ever had time to question it Before recommending change, #Advisory should create orientation! open.substack.com/pub/andrew…
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We are excited to share a teaser from an inspiring conversation with Nathan Rice, Director at iFab Steel and iFab Direct. Nathan recently sat down with Chris DiEllo and @hollanddotts to share his incredible story and explain how his innovative use of #kBridge is helping him scale his metal fabrication business by offering online #ETO configuration to residential customers. 🚀 linkedin.com/posts/mountain-… #SteelFabrication #ProductConfigurator #AutodeskInventor #AR #3DVisualization #EngineerToOrder #FutureOfFabrication #SmartManufacturing
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Mountain Point retweeted
Companies don’t want more systems - they want a connected revenue engine! - Businesses want clarity - Teams want empowerment - Leaders want outcomes open.substack.com/pub/andrew… #cpq #revops #digitaltransfomation
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Transformation used to mean digitizing what we did. Now it means making what we mean understandable at scale. AI won’t erase the grey. It will help us navigate it better. But only if we start printing what we’ve been writing in cursive. open.substack.com/pub/andrew…
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Mountain Point retweeted
The big platforms are racing to go agentic. The foundation models are releasing faster than ever. The winners won’t be the ones with the best CRM or ERP. They’ll be the ones that build agentic workflows across them.
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Companies exploring CPQ today have a rare opportunity. They can either treat it as an internal efficiency project, or they can design it as a bridge to a future where AI agents shape buying decisions. #CPQ #GEO #AI
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Have you ever tried to manage 50+ currencies in a large product catalog in Salesforce Revenue Cloud? Spoiler alert: it gets messy fast. 😅 Article and Demo link in comments… #Salesforce #RevenueCloud #RCA
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Sales Order Management, CRM and the Rise of AI in the Middle Office open.substack.com/pub/andrew…
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In the AI-first, SaaS-sprawl, tech-fatigue era: 1️⃣ Users don’t care how elegant your solution is, only that their pain disappears 2️⃣ Technical perfection means nothing if users don’t understand (or adopt) it 3️⃣ Every new feature adds confusion debt you’ll pay in churn Build for clarity. Build for them.
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The Future of Change Management in the Age of AI open.substack.com/pub/andrew…
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