Insightly

Hey listeners! In this episode we are going to dig into some key data trends we expect to see in 2025, including data monetization, media mix modeling, behavioral data, and more. We emphasize the importance of data democratization and fostering a data-driven culture within organizations to drive innovation and efficiency. We also explore how natural language processing tools can enhance business strategies. This episode blends casual holiday chatter with valuable insights aimed at helping you understand the critical role of data in business growth. Don't forget to subscribe and share if you enjoyed our conversation. Happy holidays!00:00 Holiday Season Kickoff00:41 Decorating for Christmas01:51 Thrifting for Holiday Decor02:53 Data and Holiday Trends04:05 Welcome to Insightly06:14 Data Monetization and Products12:59 Media Mix Modeling23:11 Integrating Customer Data for Effective Marketing23:38 B2B vs B2C: Tailoring Your Strategy24:16 Leveraging Peer Referrals in Marketing26:33 The Power of Natural Language Processing28:36 Exploring AI Tools for Data Analysis30:36 Ad Hoc Analysis with AI32:29 Building a Data-Driven Culture37:20 Mission Critical: The Importance of Data43:36 Final Thoughts and Call to ActionReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

Today we are jumping into the fundamentals of data terminology essential for anyone using data to drive business success. We start by breaking down key concepts like Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs), explaining their significance and applications. We then explore the difference between raw data, metrics, and analytics, and how these elements contribute to effective data visualization and business intelligence. By the end of the episode, you'll have a clearer understanding of how to accurately use data terms and make data-driven decisions to elevate your business strategies. Join us for an insightful discussion aimed at demystifying data jargon and enhancing your data literacy.00:00 Welcome to the Insightly Podcast01:33 Introduction to Data Terminology03:06 Understanding KPIs and OKRs08:45 Breaking Down Data and Metrics16:08 Exploring Analytics and Business Intelligence22:23 Concluding Thoughts and Next StepsReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode ofInsightly podcast, we are going to explore how asking the right questions of your data can unlock valuable insights and provide competitive advantage. We will look at case studies of how predictive analytics can be used to achieve significant savings. Furthermore, we discuss overcoming hurdles in data implementation, the importance of cross-department collaboration, and share potential questions businesses can ask their data to enhance decision making. Tune in for real-world examples and expert tips on maximizing the value of data in your organization.00:00 Introduction and Podcast Milestone01:48 The Origin of InSightly Podcast02:42 Today's Topic: Questions to Ask Your Data03:13 Case Study: Predictive Analytics in HVAC Industry08:48 Exploring Data-Driven Decision Making12:53 Challenges in Implementing Data Solutions17:10 The Importance of Foundational Data Work19:26 Overcoming Data Implementation Hurdles19:57 The Competitive Advantage of Data21:26 Setting and Achieving Data Goals23:47 Key Questions for Sales and Marketing Data26:40 Operational and Financial Data Insights30:59 The Importance of Cross-Department CollaborationReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

We are deep into spooky season with Halloween around the corner, and one of the most frightening things for businesses is cybersecurity and effective data usage. Our special guest, Tariq Azmi, who has 20 years of experience in the IT sector shares his valuable insights into his career journey and the evolving landscape of technology and data security. We explore the importance of data classification, managing data breaches, and the pivotal role of collaboration and communication within organizations. We discuss the complacency in tech usage and how it impacts data security, and Tarek emphasizes the need for businesses to reassess their approach to cybersecurity. Join us as we navigate the challenges and solutions in safeguarding valuable business data and prepare for potential cyber incidents. This episode is a must-listen for business owners, IT enthusiasts, and anyone interested in the profound impact of data in today’s digital world.00:00 Welcome to Insightly Podcast01:34 Introducing Our Special Guest: Tariq Azmi02:29 Tarek's Journey in IT and Compliance03:09 The Evolution of Technology and Cybersecurity06:34 The Challenges of Parenting in the Digital Age11:34 Data Governance and Internal Security16:24 The Importance of Collaboration and Communication24:05 The Role of IT in Business Security27:33 The Ineffectiveness of Traditional IT Training28:14 Innovative Approaches to IT Education29:05 The Importance of IT Collaboration31:10 The Role of Governance and Compliance32:44 Personal Data Security and Real-Life Examples34:28 The Impact of Cybersecurity on Businesses39:51 The Vulnerabilities in Critical Infrastructure51:24 The Need for Incident Response Plans52:28 Conclusion and Final ThoughtsReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

Navigating Dirty Data with Special Guest Shae BlevinsWelcome back to another insightful episode of the Insightly podcast! If this is your first time tuning in, we are excited to share our data nerdy hour with you. Today, we dive deep into the world of data management within businesses and organizations. We're thrilled to be joined by Shae Blevins from Third House Company, a multifaceted marketing expert known for her impressive skills ranging from content creation to cleaning up dirty data. We'll discuss the pivotal role of data in marketing and sales, common challenges surrounding dirty data, and actionable strategies to keep your data clean and effective. Shae will also share her journey from journalism to becoming a data-driven marketer. Whether you're a seasoned data pro or just starting out, you won't want to miss this engaging conversation. Join us to learn how clean data can propel your business to new heights!00:00 Welcome to the Insightly Podcast01:50 The Importance of Data in Business02:57 Introducing Shae Blevins04:26 Shae's Journey and Expertise07:11 The Challenges of Dirty Data11:14 Effective Data Management Strategies17:33 The Role of CRM in Business Development36:21 The Future of Marketing and Data42:07 Final Thoughts on Dirty DataReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode, we leap into the world of how data and artificial intelligence are being utilized in the Olympics. From athlete training and environmental conditioning at the Colorado Springs facility to enhancing spectator experiences and ensuring fair play, AI is making a significant impact. We explore the International Olympics Committee's AI agenda, its applications in event operations, refereeing, and judging, and discuss its potential implications for future sports events like the LA 2028 Olympics. Tune in to learn how cutting-edge technology is revolutionizing the way we experience and engage with sports.00:00 Welcome and Weekend Vibes00:46 Fall Favorites and Seasonal Joys01:17 Olympics and Paralympics Excitement02:03 Data in Olympic Training05:04 AI and Environmental Conditioning06:32 AI Agenda for the Olympics10:17 AI in Judging and Spectator Experience12:46 Future of AI in Sports13:54 Closing Thoughts and Listener EngagementReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode of Insightly, we explore the evolving role of the Chief Data Officer (CDO) and its transition into Chief Data and Analytics Officer (CDAO). We discuss the growing significance of this role in both large enterprises and mid-sized organizations, touching on the key responsibilities such as data governance, ethics, data-driven decision making, data monetization, and data science/AI. We also delve into the challenges and opportunities of having a CDO/CDAO, the importance of fostering a data culture, and the benefits of integrating technology with strategic people management. Join us as we share insights from industry trends and client experiences, and extend an invitation to current CDOs and CDAOs to share their journeys with us.00:00 Introduction and Welcome01:01 The Evolving Role of the Chief Data Officer03:45 Responsibilities of the Chief Data and Analytics Officer05:03 Data Monetization and Its Implications08:35 Challenges and Opportunities for CDOs10:19 The Importance of Data Culture12:33 Conclusion and Call to ActionReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode of the Insightly podcast, we get into the innovative ways businesses can leverage their data to enhance product offerings. Join us as we explore five strategic approaches: selling products better, identifying new product offerings, bundling products for maximum value, mapping products to customer types, and enhancing customer lifetime value. We discuss real-world examples, including Amazon’s evolution and a client’s revenue management dashboard, to highlight how data-driven decisions can transform your products and services. If you’re looking for actionable insights on using your existing data to drive innovation and growth, this episode is for you!00:00 Welcome to the Insightly Podcast00:53 Introduction to Product Offering Innovation01:33 Five Ways to Drive Innovation with Business Data04:53 Selling Products Better12:30 Identifying New Product Offerings19:33 Bundling Products for Maximum Value24:34 Mapping Product to Customer Type26:00 Enhancing Customer Lifetime Value32:25 Conclusion and Contact InformationReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this mini-episode, we dive into the concept of digital transformation, explaining it as a process of modernizing a company's infrastructure to be more data-first. We discuss how traditional notions like moving to the cloud and building data storage are just tools, and emphasize the importance of having connected and usable data. We also highlight compelling statistics showing the benefits of a data-first strategy, such as being 20 times more likely to beat competitors to market with innovation and 11 times more likely to exceed revenue goals. Tune in to understand why prioritizing data can lead to better decision-making, enhanced agility, and higher job satisfaction among developers and data scientists.00:00 Introduction and Setting the Stage00:32 Understanding Digital Transformation01:28 Data First Modernization02:15 The Importance of Data Connectivity04:20 Statistics and Benefits of Data First Approach06:33 Applications Over Infrastructure09:05 Conclusion and Call to ActionReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this mini-episode, we dive into the intricacies of metric mapping within CRM systems. We discuss the process of defining objectives and translating them into actionable data points, stored across various platforms. The conversation sheds light on how to track and visualize key metrics, integrate data into CRMs, and the importance of understanding the journey and objectives of prospects, products, and customers. Join us for insights on beginning with curiosity and imagination in the world of data and for practical tips on how to start with metric mapping in your organization. Reach out to us with your thoughts or for more specific episode requests at hello at insightlypodcast.com.00:00 Introduction and Episode Setup00:40 Understanding Metric Mapping01:32 Data Storage and CRM Integration02:32 Mapping Customer Journeys04:07 Collaborative Metric Mapping06:09 Practical Applications and Final ThoughtsReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode, we explore the pros and cons of using spreadsheets in business, acknowledging their utility but highlighting their limitations as companies grow. We discuss the challenges of scalability, data integrity, and the inefficiencies that arise from multiple users and departments relying on disparate spreadsheets. Tune in to understand when it's time to transition from spreadsheets to more robust data management solutions and how to ensure data accuracy and efficiency across your organization.00:00 Introduction to the New Format00:59 The Ubiquity of Spreadsheets01:27 The Limitations of Spreadsheets02:08 Challenges in Growing Organizations03:42 Data Governance Issues04:10 When Spreadsheets No Longer Serve You05:17 Effective Data Analysis08:12 Conclusion: To Spreadsheet or Not to SpreadsheetReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode, we sit down with Emily Stewart, Director of Digital Marketing and Data Analytics, and Leah Webb, Growth Analytics Manager, from Meritrust Credit Union. We explore their fascinating journeys into the field of data, starting from modest beginnings to becoming leaders in their roles. Emily and Leah share invaluable insights into the significance of problem-solving, maintaining strong vendor relationships, and cultivating a data-driven culture within their organization. We also discuss major digital transformation projects, like their custom CRM system and the creation of an engagement member metric. Tune in to get inspired by how data can drive both success and innovation in financial institutions.00:00 Introduction and Excitement for the Interview01:09 Meet the Guests: Emily Stewart and Leah Webb02:26 Emily's Journey into Data Analytics05:29 Leah's Path to Growth Analytics07:39 Learning and Growing in Data Analytics13:24 Challenges and Strategies in Digital Transformation25:19 Building a Data-Driven Culture34:49 Creating an Engaged Member Metric39:31 Advice for Aspiring Data Analysts44:09 ConclusionReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode, we tackle the often daunting topic of data privacy regulations. Jordan Walker will lead us through the conversation as we break down what GDPR is and its significance, especially for those of us in the US as we look at similar emerging regulations. We explore why data privacy matters, how it's set to impact global and US businesses by 2025, and what steps you can start taking today to protect your company. From understanding consumer rights to discussing practical tips for auditing your data practices, this episode is packed with insights to help you navigate and adapt to data privacy laws. If the words 'data privacy' send shivers down your spine, stick around—we're here to simplify it for you. Questions or need more help? Reach out to us at hello@insightlypodcast.com.00:00 Introduction to Data Privacy Regulation01:32 Understanding GDPR and Its Impact05:00 Global and US Data Privacy Trends08:01 Email Marketing and Data Privacy16:45 Practical Steps for Businesses22:52 Final Thoughts and ResourcesReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

In this episode, we host our first-ever interview featuring Wichita's local data expert, Ted Kriwiel. Ted shares his journey into data science, beginning with a flag football league at age 19, and spanning to his recent tenure at Moonbase Labs. He discusses his hands-on experiences with building data solutions for Network Kansas, and how effective data visualization and storytelling can lead to meaningful improvements in nonprofit sectors. The conversation delves into the unique challenges and opportunities within nonprofit organizations, as well as strategies for maintaining flexibility and control over software use to prevent burnout and miscommunication. Tune in to this insightful discussion about the power of data and the importance of being the 'boss' of your software.00:00 Introduction and Exciting Announcement00:54 Meet Ted Kriwiel: Data Enthusiast01:28 Ted's Journey into Data02:00 From Flag Football to Data Dashboards02:59 Self-Taught Data Skills04:19 Early Data Projects and Discoveries05:28 Building a Career in Data07:36 The Birth of LionGraph08:01 The Power of Data Storytelling09:41 Creating a Data-Driven Culture13:22 Transforming Nonprofits with Data20:09 Ted's Passion for Nonprofits21:27 Nonprofits and the Challenges They Face22:33 Hypotheses on Nonprofit Frustrations22:52 The Rapid Evolution of Software23:47 The Complexity of SaaS Solutions24:24 Flexible Tech Stacks for Nonprofits28:37 The Pitfalls of Enterprise Software35:01 The Importance of Being the Boss of Your Software38:19 The Misuse of Communication Tools40:30 Conclusion and Final ThoughtsReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

Today, we're diving into something that's super close to our hearts - the magic blend of data, sales, and marketing. My journey, along with my co-host Alyssa's, has been nothing short of a data-driven roller coaster. We've seen firsthand how data isn’t just a buzzword; it’s a game changer, transforming how we approach sales and market our brands. From the days of cold calls and printouts to the era of CRMs and sales enablement tools, we've lived through the shift. Data has not only made our jobs cooler but also a lot more effective, helping us understand our customers like never before. We shared a few laughs (and groans) over the challenges of integrating data across sales, marketing, and finance, not to mention navigating the maze of data silos within companies. But the real kicker? A story about how one of our clients used data to optimize their steel sales strategy, showing us the real-world impact of data-driven decision-making. So, grab your headphones and join us for a laid-back chat on all things sales, marketing, and the undeniable power of data. Spoiler alert: we might just brainstorm a next-gen product idea by the end!00:32 The Evolution of Sales and Marketing Roles Through Data01:35 Personal Reflections on Career Changes Due to Data Innovation03:16 The Impact of CRM Systems and Sales Enablement Tools03:43 Marketing Evolution: From Social Media to Data-Driven Strategies05:13 Bridging the Gap Between Sales and Marketing with Data05:46 Leveraging Email and Analytics for Smarter Sales and Marketing09:50 The Power of Integrating Sales, Marketing, and Finance Data10:41 Challenges and Opportunities in Data-Driven Sales and Marketing22:58 Innovating Sales Strategies with Data Insights27:14 Concluding Thoughts on Data-Driven Innovation in BusinessReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.