Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…
Join us as we talk about Digital Operations, AI and Automations. Digital Operations is the discipline of designing, implementation, and educating an organization’s digital tools and processes. It involves bringing together automation, AI, global talent, remote work, and other digital technologies to streamline operations, optimize processes, reduce manual work, improve data quality, maximize knowledge work, and enhance the employee experience. At its core, digital operations digitizes and automates routine business processes to boost efficiency. It requires both an understanding of the business context as well as the technical possibilities. Digital operations spans across departments, requiring a mix of business operations and technology skills.
Join us as we talk about Digital Operations, AI and Automations. Digital Operations is the discipline of designing, implementation, and educating an organization’s digital tools and processes. It involves bringing together automation, AI, global talent, remote work, and other digital technologies to streamline operations, optimize processes, reduce manual work, improve data quality, maximize knowledge work, and enhance the employee experience. At its core, digital operations digitizes and automates routine business processes to boost efficiency. It requires both an understanding of the business context as well as the technical possibilities. Digital operations spans across departments, requiring a mix of business operations and technology skills.
In this episode of the Digital Operations Podcast, hosts Brandon White and Michael Greenberg dive into the burgeoning field of digital operations. They discuss how this new department, distinct from traditional IT, is essential for integrating modern technology like AI and automation into business operations. The conversation covers the necessity of proper software selection, the importance of a unified data layer for effective AI implementation, and the advantages of partnering with an outsourced digital operations team. They also highlight the challenges SMBs face with legacy systems and the benefits of streamlining processes for increased efficiency and profitability. 00:00 Introduction to Digital Operations Podcast 00:22 The Emergence of Digital Operations Departments 03:15 Challenges in Implementing Digital Operations 05:58 Documenting Processes for Automation 09:25 Outsourcing vs. In-House Digital Operations 16:58 The Importance of Long-Term Partnerships 23:38 Conclusion and Final Thoughts Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/ https://www.3rdbrain.co/ https://www.3rdbrain.co/…
In this episode of the Digital Operations Podcast, hosts Brandon White and Michael Greenberg discuss a case study in the metal building manufacturing industry. They examine how integrating AI and automation, particularly through the ClickUp platform, addresses common challenges such as production management, project-level accounting, and system integration. The podcast highlights the benefits, including efficiency improvements, enhanced project tracking, and increased profitability. Tune in to discover the transformative impact of modern technology in an often-overlooked industry. 00:00 Introduction to the Digital Operations Podcast 00:23 Case Study: Metal Buildings Industry Overview 02:45 Common Challenges in Metal Building Manufacturing 03:54 Implementing ClickUp for Improved Operations 07:32 Streamlining Production and Communication 11:31 Client Outcomes and Benefits 13:25 Conclusion and Final Thoughts Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/…
In this episode of the Digital Operations Podcast, hosts Brandon White and Michael Greenberg delve into the implementation of AI technologies for small and medium-sized businesses. They explore a fascinating case study where AI is used to monitor compliance via video and image analysis, reducing costs and improving efficiency. They also discuss a tool for generating customized meeting notes and client briefs, highlighting its impact on business operations. The conversation emphasizes how modern AI has become both accessible and practical for SMBs, transforming traditional workflows and enhancing productivity. 00:00 Introduction to the Digital Operations Podcast 00:23 Case Study: AI in Compliance Monitoring 01:57 Exploring AI's Impact on Business Efficiency 04:59 Advanced AI Implementation and Results 08:23 Case Study: Customized Meeting Notes with AI 12:16 Real-World AI Applications and Future Insights 13:54 Conclusion and Final Thoughts 14:51 Closing Remarks and Next Episode Teaser Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/…
In this episode of the Digital Operations Podcast, hosts Brandon White and Michael Greenberg dive into the intricacies of setting up a proficient digital operations team. They outline the three core roles: the Architect, the Draftsman, and the Specialist. The Architect sets the strategic alignment and oversees projects, the Draftsman handles documentation and project management, and the Specialist addresses specific technical tasks. The discussion also covers the importance of ongoing maintenance and the cost-effective strategy of outsourcing these roles for small to mid-sized companies. Real-world examples and practical advice are provided for businesses looking to implement and scale digital operations effectively. 00:00 Introduction to the Digital Operations Podcast 00:23 The Evolution of a Digital Operations Team 01:04 Role of the Architect in Digital Operations 04:27 Understanding the Draftsman Role 05:52 The Importance of Documentation 09:11 Global Talent and Training Programs 11:29 Cost Considerations for Small and Large Companies 15:24 Role of the Specialist in Digital Operations 19:16 The Importance of Maintenance 21:45 Building and Growing Your Digital Operations Team 24:06 Conclusion and Final Thoughts Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/…
In this episode, we explore the consolidation of various systems into ClickUp through two case studies, highlighting the efficiency and profitability benefits. Key points include the reduction of software costs, improving team coordination, and the flexibility of using ClickUp as a business platform. We conclude with strategies for managing digital operations effectively and the importance of a phased approach in integrating new tools. 00:00 Introduction to Digital Operations Podcast 00:24 Case Study: Consolidating Systems with ClickUp 04:39 The Benefits of ClickUp for Business Operations 08:06 Document Automation and Its Impact 10:34 Case Study: Expanding with ClickUp 12:37 Final Thoughts and Recommendations 15:16 Conclusion and Farewell Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/…
In this episode, we dive into a real-world case study of implementing a complete business operating system to enhance efficiency and profitability. We discuss the '5 C's' (Consistency, Clarity, Capacity, Confidence, Cashflow) crucial for scaling businesses. Focusing on a multi-store organization that provides home and commercial repair services, they explore how the company integrated ClickUp for CRM and project management, streamlined processes with AI and automation, and achieved significant improvements in pipeline visibility, project completion rates, and collection speeds. The episode also touches on the importance of cultural change within an organization and the long-term benefits of having well-documented processes and digital systems. 00:00 Introduction to the Digital Operations Podcast 00:23 Overview of the Case Study 00:56 The Five C's Framework 01:50 Challenges Faced by the Client 04:50 Initial Steps and Process Mapping 06:46 Implementing ClickUp and Custom Solutions 09:16 Impact and Results 22:07 Cultural Changes and Final Thoughts 23:36 Conclusion and Listener Engagement Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/…
In this episode of the Digital Operations Podcast, hosts Brandon White and Michael Greenberg discuss the various levels of digital operations, from an entirely analog setup to full AI-driven automation. They break down all five levels. Detailed insights are provided on each level's characteristics, the challenges companies face at each stage, and the integration and documentation required to move up these levels. This episode of Digital Operations offers a comprehensive guide for businesses looking to enhance their efficiency and scalability through digital transformation using AI and automatons. 00:00 Introduction to Digital Operations Podcast 00:22 Understanding the Levels of Digital Operations 00:45 Level 0: The Basement - Analog Operations 01:39 Level 1: Cloud-Based Silos 02:33 Transitioning from Level 1 to Level 2 04:51 Level 2: Integratable Cloud 09:08 Level 3: Unified Data Layer 11:56 Level 4: Automated Workflow with Human in the Loop 16:23 Level 5: AI and End-State Automation 23:34 Summary and Conclusion Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/…
In the first episode of the Digital Operations Podcast, hosts Brandon White and Michael Greenberg delve into the evolving definition and crucial importance of digital operations in the modern business landscape. They discuss how digital operations encompass the integration and management of AI, automation, and global talent across various departments, highlighting its role in bridging gaps within organizations. The conversation touches on the need for thorough documentation of processes and the challenges businesses face in implementing effective digital operations. They emphasize the roles of different specialists, including architects, project managers, and automation experts, in ensuring seamless and efficient business operations. 00:00 Introduction to Digital Operations Podcast 00:23 Defining Digital Operations 03:44 Challenges in Implementing Digital Operations 05:21 Importance of Documentation in Digital Operations 06:58 Role of Digital Operations Teams 10:53 Architects and Draftsmen in Digital Operations 17:01 Conclusion and Final Thoughts Mentioned in this episode: https://www.3rdbrain.co/ https://www.3rdbrain.co/…
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