Title: Leadership Briefing: Lessons Learned from a Successful AI Project with Tim Walter

Title: Leadership Briefing: Lessons Learned from a Successful AI Project with Tim Walter

Title: Leadership Briefing: Lessons Learned from a Successful AI Project with Tim Walter Guest: Tim Walter, CIO & VP, Edward Don & Company Host: Alex Jarett, Founder, Technology Executives Club® What separates successful AI projects from the many that fail to deliver meaningful business results? In this Leadership Briefing, Tim Walter shares the lessons learned from Edward Don & Company's successful AI-driven RFP initiative, a project designed to increase throughput, improve customer responsiveness, and create measurable business impact. Rather than focusing on AI hype, Tim explains the practical leadership, project management, change management, and operational principles that helped the project succeed. He discusses the importance of starting with a business problem, setting realistic expectations, engaging the team, capturing tribal knowledge, and building systems that continuously learn and improve. Originally released as a two-part series, this Leadership Briefing is now available as a single combined presentation. Topics Covered: ✳️Why successful AI projects begin with a business problem ✳️How to identify AI opportunities with measurable ROI ✳️Setting realistic expectations for AI initiatives ✳️The role of change management in AI adoption ✳️Reinforcement learning from human interaction ✳️Capturing and scaling tribal knowledge ✳️Why data does not need to be perfect to get started ✳️Building AI systems that improve over time ✳️Lessons learned from a successful enterprise AI deployment ➡️ Learn more about Tim Walter and watch all of his Leadership Briefings here: https://www.technologyexecutivesclub.com/advisory-board-Tim-Walter ➡️ Watch all our Leadership Briefings and get weekly AI & Technology Leadership Briefings plus exclusive invitations by joining the TEC Insiders Community: www.technologyexecutivesclub.com

Technology Executives Review® Mid-June 2026 Edition Includes Special Segment: What Technology Leaders Are Really Concerned About with AI

Technology Executives Review® Mid-June 2026 Edition Includes Special Segment: What Technology Leaders Are Really Concerned About with AI Host: Alex Jarett, Founder, Technology Executives Club® Guest Analyst: Biff Myer, Director of Industry Solutions, CBTS AI in the Enterprise is moving quickly, but many Technology Leaders are still working through the practical realities of adoption, governance, cost, cybersecurity, and data readiness. In this segment from the Technology Executives Review® Mid-June 2026 Edition, Alex Jarett and Biff Myer discuss what Technology Leaders are actually concerned about as AI moves deeper into organizations. The discussion includes insights from the AI in the Enterprise Spring Summit and recent CBTS executive roundtables, where Technology Leaders raised real-world concerns about employee adoption, AI sprawl, rising token costs, cybersecurity friction, data governance, and the pressure to identify AI use cases that create measurable business value. In this episode: * Why many organizations are still struggling with employee AI adoption * How AI sprawl is becoming the next form of shadow IT * Why token costs and AI usage costs may become a bigger budget issue * How cybersecurity teams are being forced to rethink data access and control * Why data readiness remains one of the biggest barriers to enterprise AI success * Why successful AI initiatives need to start with business problems, not shiny tools The program also features insights from recent Technology Executives Club® Leadership Briefings, including: *️⃣ Josh Rose, Co-Founder & CEO, Zagger.ai How organizations can make messy, unstructured business data accessible to AI and turn tribal knowledge into productive workflows *️⃣ Richard Doran, Founder & CEO, Sierra ITS Why SAP and AI hiring require clearer scoping, faster decision-making, and stronger alignment with business outcomes *️⃣ Tim Walter, CIO & VP, Edward Don & Company Why successful AI initiatives must begin with the business problem first, using his company’s successful AI-powered RFP project as an example *️⃣ Tory Bjorklund, Founder, Victoria Fide Consulting Why large technology projects fail, how big-bang approaches create risk, and why organizations need stronger project success assurance *️⃣ Dr. Amit Shah, Founder, GNS AI, LLC AI risks and boundaries in healthcare, where false signals, governance gaps, and execution failures can carry serious consequences *️⃣ Jeff Scheetz, CIO, City of Avondale People-centered governance and how Technology Leaders can build support for technology initiatives across the organization ➡️ Watch all of our Leadership Briefings and get weekly AI & Technology Leadership briefings plus exclusive invitations by joining the TEC Insiders Community: www.technologyexecutivesclub.com

How Zagger.ai Turns Unstructured Business Data Into Productive AI Workflows with Josh Rose

How Zagger.ai Turns Unstructured Business Data Into Productive AI Workflows with Josh Rose Guest: Josh Rose, Co-Founder and CEO, Zagger.ai Host: Alex Jarett, Founder, Technology Executives Club® In this episode, Josh Rose of Zagger.ai discusses how his team is helping companies turn messy, unstructured business data into productive AI workflows. Josh explains that while AI models are becoming more powerful, many organizations still struggle to make AI useful because the most important business knowledge is often scattered across emails, chats, Jira tickets, documents, spreadsheets, and conversations. Zagger.ai helps make that real-world data accessible to AI so it can support better decisions and more repeatable workflows. He shares examples of how Zagger.ai is being used to improve key workflows, including a grant writing process where a 16-year archive of historical knowledge helped reduce grant writing time by approximately 30% and shorten onboarding time for new grant writers from three months to one month. The conversation also covers how Zagger.ai is helping teams capture the logic and process of high-performing people, including lead generation workflows where highly customized outreach was reduced from roughly 60 minutes per response to about eight minutes. Josh also discusses project management, software development, team communication, privacy, private LLM options, and why human oversight remains an important part of effective AI adoption. Topics Covered: * Turning unstructured business data into productive AI workflows * Capturing tribal knowledge from emails, chats, documents, and systems * Improving grant writing and onboarding with AI knowledge partners * Scaling the workflows and logic of top performers * Using AI to support lead generation and customized outreach Improving project management and team communication * Protecting sensitive data with private AI deployment options * The importance of keeping humans in the loop ➡️ Listen to the full podcast and watch the Spotlight Interview with Josh Rose here: https://www.technologyexecutivesclub.com/blog/josh-rose-spotlight-interview-how-zagger-ai-turns-unstructured-business-data-into-productive-ai-workflows [https://www.technologyexecutivesclub.com/blog/josh-rose-spotlight-interview-how-zagger-ai-turns-unstructured-business-data-into-productive-ai-workflows] ➡️ Watch all of our Leadership Briefings and get weekly AI & Technology Leadership Briefings plus exclusive invitations by joining the TEC Insiders Community: www.technologyexecutivesclub.com

AI in Healthcare & Life Sciences: Emerging Trends with Amit Shah | Technology Executives Review® April 2026

AI in Healthcare & Life Sciences: Emerging Trends with Amit Shah | Technology Executives Review® April 2026 Host: Alex Jarett, Founder, Technology Executives Club® Guest Analyst: Amit Shah AI in Healthcare & Life Sciences is rapidly moving from experimentation to real-world deployment. In this segment from the Technology Executives Review® April 2026 Edition, Alex Jarett and Amit Shah discuss emerging AI trends in healthcare, including agentic platforms, clinical workflows, governance, and the growing importance of understanding the limits of AI in high-stakes environments. The discussion explores how healthcare organizations are beginning to operationalize AI at scale while balancing workflow integration, patient risk, security, and decision-making accountability. In this episode: * How agentic AI is beginning to transform healthcare workflows * Why governance and control systems are becoming mission-critical * Emerging AI use cases in clinical and operational environments * The risks of deploying AI in high-stakes decision-making scenarios This segment also explores broader trends, including the shift from pilot programs to production-scale AI and why healthcare may become one of the most important proving grounds for enterprise AI. ➡️ Learn more about Amit Shah and see all of his briefings: https://www.technologyexecutivesclub.com/advisory-board-Amit-Shah ➡️ Watch all of our Leadership Briefings and get weekly AI & Technology Leadership briefings plus exclusive invitations by joining the TEC Insiders Community:www.technologyexecutivesclub.com

Leadership Briefing: The One Fix That Solves Today’s Biggest SAP Hiring Challenge with Richard Doran

Title: Leadership Briefing: The One Fix That Solves Today’s Biggest SAP Hiring Challenge with Richard Doran Guest: Richard Doran, Founder & CEO, Sierra ITS Host: Alex Jarett, Founder, Technology Executives Club® Hiring for SAP? Stop chasing unicorns. As more organizations move toward SAP S/4HANA migrations and post-go-live optimization, the competition for experienced SAP talent is getting tighter. But according to Richard Doran, many companies are making the challenge harder by over-scoping roles and underselling the project. In this Leadership Briefing, Richard explains why SAP hiring success depends on clarity, speed, and a well-defined story. The best SAP resources are usually already on billing, so companies need to be precise about the modules, skill sets, and outcomes they actually need. Topics Covered: * Why companies over-scope SAP roles * Why the best SAP resources are rarely waiting around * How S/4HANA migration pressure is changing the talent market * Why slow hiring creates a self-inflicted talent shortage * The difference between technical, functional, and techno-functional SAP resources When to engage recruiting support before or during a migration ➡️Learn more about Richard and see all of his briefings here: https://www.technologyexecutivesclub.com/advisory-board-Richard-Doran