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Creating an AI Strategy That Works With Dana Moffat From Acumatica - Unboxing Logistics Ep. 88
Episode 8822nd April 2026 • Unboxing Logistics • EasyPost
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Welcome, Unboxing Logistics family.

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It is so great to see you as always.

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I love our Unboxing Logistics community.

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You are all some of the smartest, brightest, hardworking people in the

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logistics and supply chain industry, and it is such a pleasure to be with you.

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As always, you know I'm your host of Unboxing Logistics,

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Lori Boyer of EasyPost.

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Okay, family.

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We're gonna be talking AI.

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You know, we talk AI every other second.

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You hear AI coming outta your ears, AI coming outta your nose.

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But there's also a reason that it's, and that's 'cause it's big, it's

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huge, and it is disruptive and making massive changes in the industry.

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Well, on the flip side, being used only in specific places where it's working.

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So we've brought someone in.

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We've got Dana Moffatt here from Acumatica.

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We are gonna be talking about AI in operations.

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Dana, will you introduce yourself?

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Give our little audience here a little background of who

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you are and where you work.

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Sure.

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Thank you Lori.

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I'm a product manager for distribution integrations at Acumatica.

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And a little bit about my background.

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I'm a product builder at heart.

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I love the creative process of software development.

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I work closely with our team at Acumatica to gather business

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requirements, articulate what we need to build, why we need to build

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it, and who we're building it for.

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I've spent my career solutioning for complex distribution and healthcare

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supply chain, and I've been with Acumatica for almost five years now.

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I live in Montreal, Canada.

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I love that.

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I heard you say process.

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Yeah, I was that the giveaway?

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Love it.

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Love it.

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That is fantastic.

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So Dana, I would love to hear, you said you've been at Acumatica five years.

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Also fun that you're in healthcare.

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I was in healthcare in a past life as well, so that's really cool.

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Two complex industries.

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Who is somebody that you kind of admire from this industry, or even

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just in your professional career?

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Can you share somebody who you admire?

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I think the person that I admire most is Ali Janney, our former

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Chief Product Officer at Acumatica.

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He's just retiring now after 15 years of being with Acumatica, and what I

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admire most about Ali is that he has this customer centric product design focus.

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So we are always solving real world problems for our customers.

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He encouraged us to get out in the field, visit our customers so that

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we could see and hear their stories.

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Conduct user research and bring back those learnings to our

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development teams in Acumatica.

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So helping us to understand those customer opportunities and challenges

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is really the key to building great product that our customers love.

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And we discovered as we were doing this that our customers really

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loved to be part of that process.

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They like providing us feedback.

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They like showing us what they do, how they do it.

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We can understand them better and build better capabilities in our

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ERP, which is an enter enterprise resource planning product.

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Ali also championed our Acumatica Community.

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It's a virtual meeting place where our customers and partners collaborate

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on product questions and new ideas.

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So that's what I really valued about Ali is that product

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leadership and me and mentorship.

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And I just really like to thank Ali for all that he's given to

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our product team over the years.

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Shout out to all the Alis out there.

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It is, every one of you pretty much watching or listening wherever

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you are likely have customers, and being customer centric and looking

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at customer problems, you should never be the hero to everyone else.

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You are looking at the customer, figuring out ways that they can

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be the heroes in their own life.

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Your product should always revolve, whether it's shipping,

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whether you're a, you know, retailer, whether you're ecommerce.

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Look to your customer, see what needs they have and work to address those needs.

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Don't just try to fit a round peg in a square hole.

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So I love that, Dana.

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That's fantastic.

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And shout out again to Ali Okay, let's dive in.

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I wanna talk AI.

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I am a super big AI nerd, Dana.

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I love AI.

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I love all the excitement that comes with it.

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Everyone here knows when they hear me, I love to talk AI.

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But let's start.

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Everyone basically is being like, okay, yeah.

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What are you doing for ai?

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What's your AI strategy?

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What's going on?

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From what you're seeing, you know, what do you feel like is

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really going on in the industry?

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How much of this is actually progress?

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How much are people just like, everyone else has an AI strategy.

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I need an AI strategy too.

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I'll just make one up.

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You know what, where is kind of the flavor of the industry

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that you're getting right now?

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Well, from what I'm seeing with many of our customers a lot of them

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have already been experimenting and exploring AI, and they've been doing

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it for a while now, either personally on their own or in their businesses.

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I visited customers that have been experimenting with these AI

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technology technologies to solve specific challenges like automation.

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So they were trying to automate manual processes in order to maintain headcount

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and get more done in the business without having to have more people added on.

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And then they would realign their people to focus on higher value work.

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So that is real progress.

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They were already looking for ways to leverage AI to

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solve real business problems.

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Then they came to us with ideas and challenges for us to

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incorporate it into Acumatica ERP.

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So I see that they really do have focus, but they weren't looking

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to solve every problem with AI.

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Only those that made sense for them at that time.

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So it wasn't seen as an answer to every question or problem.

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Although we should ask ourselves before we do anything, can AI help

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me or short, shortcut this for me?

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And in Acumatica, our approach is really pragmatic.

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I would say it's focused on our customer needs and not just AI for the sake of AI.

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And I think that's important.

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Although granted, if your competitors are exploring and already using

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AI, that's a competitive advantage.

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So if it helps 'em automate, gain, operational efficiencies, you don't

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wanna fall behind and you don't wanna be late to adopt that technology.

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So in that sense, there is that pressure I would say, Lori, not to fall behind.

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And I think that's what's great about Acumatica and our EasyPost

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teams, is that we collaborate closely with each other and our customers.

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And that includes our AI initiatives.

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So both of our products are already leveraging these AI technologies as

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part of our joint solution feature set.

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That's what we do best.

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So that frees up our customers to focus on the business of running their business.

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That's fantastic.

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There was a couple of really key things I thought you said in there,

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Dana, that I wanted to repeat.

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I loved how you mentioned that it's not to solve everything right now, right?

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Like, look for specific problems you have.

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I hear that again and again.

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I've interviewed so many AI experts and that is a key element there.

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You need to have a problem that you're gonna try to fix and not just try to

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grab AI and put it in anywhere that maybe you didn't even know you had a problem.

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But I also loved how you talked about it being a differentiator

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and that there is that real risk of falling behind if people take off.

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Where are you seeing it actually work right now?

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This is probably the question I get more than anything else.

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You know, we have a lot of disparate systems out there.

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You go in the warehouse, people may have 20 different technologies they're using.

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They don't connect well.

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The numbers don't cross over well.

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And, and it is a little bit of a struggle right now.

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So what, what are you seeing?

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What, what activities is it really working for?

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So where I think it's really working well right now and where people are

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getting a lot of value is using AI as for the purposes of anomaly detection.

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An anomaly detection is like is like having another pair of

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eyes at the back of your head.

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So you have AI looking for adverse trends or situations to call your attention

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to so you can act and course correct.

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And I give you a perfect example from Acumatica.

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Our solution has something called margin anomaly detection.

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So it helps you to detect if you're in danger of not meeting your margin goals.

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So in an era of rising costs where margins are already thin, and that's

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holds true for a lot of our shippers.

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It can call out situations for you to act on.

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So I think that's really helpful.

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I would say another great idea that we're working on is collaborating with EasyPost.

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So we're wanting to bring AI enabled rate shop capabilities

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to our customers in the future.

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So I think that will have a very real impact in the future as we collaborate

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together on that capability.

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I love it.

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So anomaly detection, massive.

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Really, really big.

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We have so much, so much data in this industry, so having tool that

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doesn't get tired and doesn't let things glaze by, really, really great.

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I love how you mentioned EasyPost, Acumatica and other companies out there.

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So if you are working, you know I mentioned earlier in a warehouse

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maybe have 20 technologies.

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A lot of companies are developing AI things within maybe solutions

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you're already using out there.

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So it could be you need to be looking into the vendors and the

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partners you're working with.

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They could have some things available that you're not even aware of.

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I know it's hard to keep up with that, but rate shopping.

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I wanna back you up on that one.

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There is, to me that is one of the best use cases to be able to just

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quickly look through and figure out.

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That's been kind of a, a bear for a lot of people for a long time.

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But figuring out which carrier is gonna be most reliable in which lanes

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and at which times and at which costs, and that is an easy no-brainer for me.

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Dana, on the flip side, where do you feel like maybe we're a

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little overhyped versus what our capabilities really are right now?

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I think there's a lot of hype out there about AI as the answer to

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every situation or problem, and that it's going to replace humans.

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AI's not doing my laundry yet, Dana.

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It's not.

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No, I, I hear you Lori, and you know, I wish I could do things like that.

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But I mean, in our day-to-day workplace I think there's concern

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or worry about that and, and maybe there's a lot of hype behind that.

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You know, I have to admit, I was a little bit skeptical at first when we started

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to use AI tools as a product manager.

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I started to use an AI assistant.

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And, and I saw, while she's not really replacing me, she's helping

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me to summarize meetings, conduct research, accelerate my day-to-day.

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I don't really see her as a threat, but she's a helper, a tool that makes

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me more productive and efficient.

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And I think that's the same for, you know, our listeners today.

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If we focus on AI as a helper or an assistant that we can leverage

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to get more done and not see it as the, the answer or the solution

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for everything or, or as a threat I think it could be very helpful and

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it could really be a competitive advantage for a lot of our customers.

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Yeah, you're pointing out something here that's kind of quietly not always spoken.

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Sometimes, people are afraid to implement AI because we're afraid to be replaced.

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And we hear about it in a general sense, like, oh, it may re,

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you know, replace workforce.

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But on a personal level, sometimes we feel like we need

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to prove that I am more valuable.

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And it's exactly like Dana said, once you jump in and start using AI, you

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realize this is not yet at the point where it's really working without me.

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Now, maybe five years, we'll see what happens, but right now it really

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needs that human guidance, but it is an incredible assistant who doesn't

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care if you get mad at it and who you know is gonna be working 24/7 for you.

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And really can help with a lot of that kind of busy work.

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I think that's critical, Dana, don't you think especially with labor challenges

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have been massive in our industry forever.

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And in a way this really helps bridge some of those gaps.

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Rather than replacing, it helps, you know, alleviate some of those pains.

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Have you felt like that as well?

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Yes.

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I mean, I've heard that especially during COVID when, you know, a lot

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of workforce kind of contracted, if you will, and warehouses had to

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do, make, do with less employees.

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So there's challenges in, in getting workforce into the

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warehouse, into the shipping desk.

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And if you have tools that can really help the people that are

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there you can do more with less.

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I think that's a win.

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But I think that's an important point is AI is not here to replace

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people, but the people weren't there.

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There is a contraction in the workforce.

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We have these very real struggles.

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It could be a really important tool for our customers to leverage to

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make up for the shortfall in labor.

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Absolutely.

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And you know, that's actually a global trend.

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I was recently reading this really interesting article about how China's

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big focus on AI is not necessarily to try to get ahead, but to fill in

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the fact that they have such an aging workforce with their one child policy

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that had, and they really just needed to help assist with human labor.

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In a way, I think that's true for us across the board that there

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are tons of opportunities with AI.

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Don't be scared of it.

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Don't hold off learning how to use it really well, just because of that.

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Okay.

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So we do hear Dana of a lot of companies who may invest in AI and then it

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doesn't go well, people don't implement.

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I'm curious to hear your thoughts on maybe why sometimes AI doesn't

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deliver or you know, are there red flags that people should look for?

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I'm like, maybe I shouldn't invest now or in this way, you know?

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What, what tips do you have around, I guess, trying to make sure when you

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invest in AI that you do get good ROI?

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Yeah.

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I think you, you have to have clear objectives and goals and that you're

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gonna be measuring key results.

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Like any strategy, I think you need to go know, going in what

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you want to accomplish and why.

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And if you don't have those clear objectives and, and you're leveraging

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AI in situations where it doesn't make sense, that could cause you

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to question your investment in AI.

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So I think it's really important that you, that you know your why.

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Why do we think AI is the answer for this particular problem or challenge?

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How will we know that AI ha has helped us transform or achieve our objectives?

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And how do we measure success or failure?

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Then benchmark that against pre AI.

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So another challenge, what you kind of touched on is aligning your

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employees as well and motivating them to use these AI technologies.

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So there's this element of change management that I think is, it's

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always a critical success fact factor.

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As and, and that go, that's hold true for ERP implementations and, and I'm

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sure for EasyPost implementations as well.

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Having a product champion is always an important ingredient.

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So champions lead the way, they advocate for the new way of doing things.

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They'll highlight the benefits of using AI and it'll help your employees

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grow and focus on more meaningful and value added work, I think.

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Okay.

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I love that you mentioned change management here.

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So we have some interesting trends around AI.

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A couple of things.

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I think it's like 95% of employees are using AI even on their own, what we

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often call shadow AI, where people are using AI tools that weren't official.

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Even though, you know, only 27% or something of logistics companies have

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some official AI programs in there.

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One of the challenges with AI is maybe if you've got people who have been

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using tools on their own, getting them to switch over to the official

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tools that you are implementing.

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You know, for instance, I had on my own used a bunch of, you know, ChatGPT

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things and then our company kind of switched over to Claude and that was

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a little bit of a challenge for me.

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So I think you are absolutely right.

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Get those champions out there.

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Get people.

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It's not just necessarily adopting new AI.

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It can be switching from tools that they have been using even on the

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down low, that shadow AI over to tools that make sense because it's

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got your entire background in there.

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You know, when we get shipping specific, you get Acumatica, you get

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EasyPost, you get other tools that are based on your shipping data.

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That's always gonna be better information.

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And so you want to convince people to kind of switch up their

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processes, move over, get alignment.

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If you don't get alignment, if you don't get input.

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There's a good chance that it's, that will flop.

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Yeah, totally agree.

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And, and like you say, you don't wanna go it alone.

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There may be a, a product out there like EasyPost or, or Acumatica,

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that have already solved the problem that you're looking to solve.

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So you know, you don't have to start from square one or we reinvent the wheel.

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You can leverage that work that they've already done because they've

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already invested a lot of time and resources and money in evolving

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these features for you that maybe you can just leverage out of the box.

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Or as you mentioned, Dana, that you said, you know, when you were talking

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about Ali and loving to get customers involved in sharing, reach out to some

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of the vendors you work with, reach out to the different companies and say, hey,

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this would be a really cool AI idea.

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Are you doing this?

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Maybe it's on the roadmap.

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Maybe it's something that you can help with.

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Exactly.

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I think communication is key and collaboration is key, especially with

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customers because you, you are the subject matter experts of your domain

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and you can bring us those use cases.

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If we don't have something that is an AI capability now that covers a use

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case that you're wanting to be covered, bring that to, bring that to us.

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So we invite our customers to bring us these use cases to collaborate on

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our community and we will often have interviews with our customers or go visit

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them to get these requirements and bring them to life in our product because we

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wanna deliver capabilities that bring value to them, that solve real problems.

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So it really is this, we need you as much as you need us.

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Yeah, completely, completely agree here.

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And on, on a similar note, look at your workforce as well.

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Like where Dana mentioned, you know, we're trying to get that change management,

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go to them and say, what areas do you see where we could use a little more ai?

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Where do you think that there are opportunities?

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And then maybe reach out.

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And it could be that there are those people that you're already working with

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or, or maybe you need to get a new tool.

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So let's, let's talk Dana, about layering in maybe AI.

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Do you feel like, are there certain things that they need to have in place

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operationally before they start adding ai?

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So I think it's really important to know your processes to have

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standard operating procedures or to have clearly defined frameworks.

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So that AI can be really leveraged to the best of its ability.

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So if your procedures or workflows, they're constantly changing, or

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your processes vary by team or customer, no standardization, it's

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hard for AI to learn from patterns because you don't have patterns.

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And if humans can't explain the process clearly, well then AI can't fix that.

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I think that's a good call out.

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So I think that's really something important to think

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about when you're layering in AI.

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I think also thinking about your use cases.

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So you may have something that is cool, but it's a low impact use case

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'cause you haven't tied it to your objectives and your key results.

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So they're gonna fail to show you that return on investment.

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So that would be, I think, chasing AI for the sake of having AI.

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So I really look to see is it solving these real world problems

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that bring value to the business?

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Okay.

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I love that you said that because honestly, some of the best use

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cases for AI are not very sexy.

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You know, it's like we wanna go for the glitter that this sometimes

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backroom accounting, so really boring stuff is beautiful use case for AI.

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So don't get caught up all in the glitter and glam of some of these.

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You had an amazing demo, but is it actually gonna bring you ROI Look

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at what your actual use cases are.

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That was spot on Dana.

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I love that.

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Okay.

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If somebody's gonna be getting started, do you have recommendations?

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What would be the first steps you would take to try to, you know,

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add in AI or if you already have some AI, and you're wanting to

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expand, you know, is that different?

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Do you follow the same steps?

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What?

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What are your recommendations?

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I think it's really important to look at your data and make sure that you've

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got good data, because I want you to remember that, that when you're

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training AI on bad data or that data hasn't been corrected it's gonna

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use that to inform your decision.

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So this could result in you incorporating bad data into these

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models and perhaps lead you to make less than ideal decisions and may cause

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you to think that AI is failing me.

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So remember, AI can inherit bias from historical data and it can reinforce

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bad patterns if you don't monitor it.

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So I think monitoring it is really important and, and, and, and remembering,

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well, what are we training the AI on?

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So really, I would say try to, as much as possible, clean up your data

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before you start leveraging that AI.

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It's a matter of, you know, garbage in, garbage out.

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So let's make sure that we take out the garbage and, and, and, and

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have clean data before we start.

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So I think that's really important to look at, at that and also to

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look at, well, what, what source of things are we training this model on?

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So what to look at, what not to look at.

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So remember I said, you know, humans are still needed.

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So you're right.

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I heard you say that.

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We are the guide, right?

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So we tell it what to look at and what we're interested in.

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So that guiding exercise is still important.

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So that's important before you start to really kind of think it

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through and make sure that you're starting with the best data possible.

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Yeah, absolutely.

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I've heard it from a million times, your AI is only gonna be as good as your data,

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both the data it's trained on, like Dana said, and the data that you share with it.

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So even making sure that you're working from a single source of

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truth, you know that you're not having different numbers in different

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areas that different teams are using.

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All of that is a, a big thing.

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Love that.

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That is exactly perfect.

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What if you're adding more AI, do you have any tips around that?

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So let's say that you've added AI maybe in an area, but you're

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thinking you could do more.

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Do you think of expanding from that one area?

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Do you add in different systems?

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I, I know there's not necessarily a perfect answer for this, but

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I'm just curious what you think.

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Yeah.

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So again, I think you have to look at well, what's my why?

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So if I'm expanding the workflow, is that workflow well understood?

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Is it something that has patterns?

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It could be well articulated that AI can learn off of?

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So I think that's really important.

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I think also that when you tackle AI, you don't want to

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treat it as one lump sum project.

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Tackling projects as smaller pieces and measuring the results and the outcomes

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and, and recognizing that it's okay to make mistakes and to have failures

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because those are opportunities to learn.

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You're learning.

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This is all new to us, right?

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And that experimentation and exploration, I think it's very important.

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So as you expand into the business the different areas or opportunities for AI,

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I think it's important to pause and kind of assess, well, what, what did we get

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from AI in this particular part of the application or the business challenge

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that we're solving for before branching out and expanding it in the business?

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I think that's a worthwhile thing to do is to pause and reflect and then

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reassess your goals before you branch out and, and determine, well, where is

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the best bang for our buck, if you will.

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Where are we getting the most return on investment for this AI

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capabilities that we're investing in?

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Really good advice here is to be moderate.

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You know, it's like, it sounds like you're saying let's move forward,

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but not so fast that we're just throwing everything in all willy-nilly

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and don't know what's going on.

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I also really liked how you said that again, to not be afraid to

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try things, because even if it messes up, we just learn from it.

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I always say that mistakes are an opportunity to learn, or I tell my kids

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like, thank you so much for giving me so many chances to practice patience.

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You're so good at letting me be patient, but it's true.

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You know, all of these roadblocks can actually be something that

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turns into something really great.

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Do you feel, you know, we're kind of talking on the, a little

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bit of the challenges side here.

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Are there things that you think companies kind of believe or, or fundamentally

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think about AI that maybe is wrong or even that makes their operations worse?

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Have you seen AI initiatives, I guess, that have just really flopped Any

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lessons we can get there when we're talking about learning from our mistakes?

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Yeah, I think the thinking that AI reduces a need for humans or

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that it can replace humans, so I think that would be a mistake.

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I think there's still a very strong need for domain expertise and

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especially in shipping and, and in, in ERP, enterprise resource planning.

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So we have domain experts in these different functional areas, and they're

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very important, so AI cannot replace them.

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These domain experts help to define problems for AI.

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They interpret its outputs and they validate its results.

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'Cause remember, AI can hallucinate.

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We still need the humans.

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So it's not like we're going to put AI on autopilot, autopilot, I would say.

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We still need these domain expertise.

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So if we're thinking that we can just throw AI at any problem

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and that we can replace human beings, I think that is a mistake.

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And that's what AI and operations where it can just go wrong.

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AI can help us sift through all that data, help us to interpret

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the data and ultimately arrive at better decisions quicker.

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But I mean, humans are still in the driver's seat.

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I mean, AI capabilities will evolve.

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They'll get stronger.

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But we're the ones that are still driving what we use the AI for and interpreting it

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as results and identifying critical areas where we can leverage this capability.

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So I think that's really important, Lori.

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I 100% agree on that.

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I had actually recently talking to someone whose company made this very mistake.

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Really, they got rid of a whole bunch of a department thinking they could

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switch it with AI, and it was a disaster, and now they're trying to rehire

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people, bring in temporary workers.

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We're just not at that spot yet.

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As you said, it may evolve at some point, but right now there are no AI

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technologies that I have seen that can fully replace humans in our industry.

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So be really cautious about that talent and the humans behind

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it is such a valuable resource.

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So if we're gonna be cautious somewhere that is really good advice.

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I'd love to hear we're just about out of time, but I would love to hear

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from you two things before we go.

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First, tell us about what Acumatica is doing with AI and maybe just a little

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bit of overview so people can be excited.

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And number two, any final advice?

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If people were gonna walk away today and do one thing, what would you want

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them to do to embrace AI or, or change the way that they're looking at things?

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So you'll see from release to release Acumatica is bringing a lot

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of AI capabilities to our customers.

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So we'll have automation, so I mentioned the anomaly detection, the

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pair of eyes in the back of your head looking out for you to catch certain

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situations so you can course correct.

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So we already have that in our product.

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AI assistance.

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So providing you assistance while you're working, for example.

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So you can ask it questions, it will look through your Acumatica

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data and provide you answers.

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I think we're also looking at ways that we can bring our customers

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into this development cycle.

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So we do do a lot of outreach to our customers.

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We visit them we do user research and we involve them in these AI initiatives.

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So a lot of our AI initiatives that we've developed, it's been with the

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help of our customers who have been these early adopters, providing us with

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feedback so that we know that we're solving the right problem for our

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customers and bringing value to them.

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So.

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We follow our own advice.

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We don't just throw AI at anything.

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We use it very focused way to solve pragmatic problems for our customers.

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So we really are concerned about bringing value to them and

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solving these real world problems.

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Yeah, I I love that.

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EasyPost is a really similar mindset.

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That's why I think we're great partners.

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But AI is becoming integrated in such a way that it's just part of EasyPost.

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You know, it's not like this add-on, buy on, oh, and here's a side AI product.

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And I think that's really how life's gonna be moving forward.

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You're in your, your platforms, you're in your work, and there's AI helping fuel

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that and run things in the background so that you can get the answers.

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I see that as where it's going in the future.

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So, really cool opportunities.

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Dana, so, one piece of advice.

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So I'd say start with one to two high impact, low risk use cases.

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Make sure that you set those OKRs, which are the objectives and your key results.

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Look for something that's repetitive, measurable, and already structured.

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'Cause remember we had talked about that, so we wanna avoid those mistakes.

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So a good example would be like shipping delays, your ETA prediction, optimize

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carrier service selection, anomalies, and using AI to assist you in decisions.

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So that's where I would start.

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I would clean your data.

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For that first use case so that that model isn't working with

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that garbage in, garbage out that we were talking about earlier.

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And I'd also measure your outcomes and iterate.

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'Cause remember, you're gonna make mistakes.

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You're learning, right?

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And if you're not making mistakes, you're not learning like you had said Lori.

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So I think that's really important.

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Celebrate your successes and treat failures as a learning opportunity,

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not a reason to abandon AI.

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Yes, I, that is so, so good.

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Everything is perfect there.

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Start small.

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But boy, when those wins start adding up and you're celebrating, it does give

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you kind of a high and you're excited.

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Like my eyes have been open to all the crazy new possibilities

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that there are with AI.

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And that is the fun, fun part of AI.

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So Dana, thank you so much for being here.

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This has been fantastic.

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What if somebody wants to learn more about Acumatica or if they wanna

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connect with you, if they have questions about AI, how could they do that?

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Sure they could go to acumatica.com and learn more about us there.

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You can also join our Acumatica community.

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You can be a guest.

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Sign up as a guest.

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And you can also reach out to me at dana.moffat@acumatica.com.

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Perfect.

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That is fantastic.

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And community, keep working on it.

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Don't ignore AI just because it might be a little scary sometimes.

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Dive in.

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It is exciting.

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Thanks again, Dana.

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Thank you, Lori.

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Bye-bye.

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