Insightly

Ever found yourself in a meeting where everyone is using the same word but meaning something entirely different? Data dictionaries can solve this problem by ensuring all team members are on the same page regarding key terms and metrics. We dive into how strategic planning across different quarters influences organizational goals, the significance of creating a data dictionary, and its impact on fostering collaboration and data governance. Learn why establishing a data dictionary is not just a 'good to do' task but a critical component that can drive innovation, improve decision-making, and potentially increase your company's valuation. Join us as we share practical advice and real-life success stories demonstrating the immense value of this foundational tool.00:00 Introduction and Catching Up00:50 Strategic Planning in Business01:55 Challenges in Strategic Planning04:27 Client Interactions and Sales Cycles06:33 Introduction to Data Dictionaries08:28 Defining Data Dictionaries12:04 Implementing Data Dictionaries21:31 Benefits of Data Dictionaries26:47 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.YXCHNHBI5VHJ58NR

Feeling the warmth of mid-April while discussing transformative business strategies! Join us for the essentials of data monetization, new product development, and operational efficiency. Discover how qualitative and quantitative data can reveal hidden profits, optimize customer service, and spark innovation within any industry. Learn from real-world examples, like Apple's ecosystem innovation and Amazon's grocery delivery partnership with Whole Foods. Whether it's cutting unprofitable customer segments or leveraging partner networks, this discussion illuminates the path to increased revenue and sustainable growth.00:00 Welcome and Weather Talk01:45 Camping and Outdoor Adventures03:02 What Would You Teach?03:43 Passions Beyond Work07:30 The Importance of Sleep Training10:17 Building Customer Relationships17:28 Enhancing Products with Data26:00 Understanding Quantitative Data and Feedback Loops28:07 The Pitfalls of Assumptions in Business Decisions30:46 Innovating with New Products and Ecosystems31:12 The Apple Ecosystem and User Experience36:07 Creating Data-Powered Products and Services38:43 Optimizing Operations and Profitability49:54 The Importance of Customer and Financial Data53:31 Concluding Thoughts on InnovationReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.3NRITLISDGEKW8FX

What hidden potential lies within your customer experience data? On this episode we get into how understanding customer interactions and feedback can revolutionize your business strategy. From segmentation to personalized buyer journeys, we explore practical examples that demonstrate why customer experience data is crucial for improving ROI and building long-term customer loyalty. Join us as we reveal how to turn qualitative feedback into actionable insights and why every touchpoint with your customer matters. Plus, stick around for some engaging real-world stories and tips to implement these strategies effectively.00:00 Introduction and Recap01:25 Diving into Customer Experience Data02:37 The Non-Linear Customer Journey06:46 Importance of Customer Experience Data15:51 Real-World Examples and Strategies26:34 Key Areas to Focus on for Customer Experience Data38:33 Conclusion and Next StepsReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.A4CQYR8HPTE0RAMT

Ever wondered how you can turn your data into a revenue stream? Today, we jump into the practical approaches for directly monetizing data. We cover how to sell aggregated anonymized data, craft industry-specific reports, and navigate the complexities of privacy and compliance in data transactions. Learn from real-world examples, including a local entrepreneur's innovative journey in the whiskey collecting world and how major companies leverage data strategically. This episode is packed with actionable insights to help you understand who might be interested in your data and how you can profit from it. Stay tuned for part two, where we will explore indirect monetization strategies.00:00 Welcome and Introduction01:20 Data Monetization Overview01:56 Direct Monetization Strategies02:15 Indirect Monetization Strategies02:31 Privacy and Compliance in Data Monetization05:40 Advertising and Data Utilization14:05 Industry Reports and Market Research19:05 Data as a Service24:21 Data Marketplaces and Exchanges25:05 Data Collection Responsibilities25:55 Integrating External Data Sets26:48 Historical Data Analysis27:53 Public and Private Data Marketplaces29:27 Industry-Specific Data Exchanges31:02 Nielsen's Data Collection Methods33:58 Monetizing Data Through Apps36:31 Data Privacy and Consumer Trust40:47 Exploring Data as a Service45:45 Conclusion and Teaser for Next EpisodeReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.FGSBPCHLVQTVIBWB

It’s time to get practical as we discuss the importance of data cleanliness through the story of a mid-sized auto parts manufacturer that invested $200,000 in an AI system for predictive maintenance. We uncover how inconsistent data logging and lack of standardization led to poor AI performance, emphasizing that AI is only as good as the data it uses. Learn the crucial steps businesses should take before implementing AI, including thorough data hygiene audits and understanding team processes. The need for a solid data foundation will be required to fully leverage AI's potential in optimizing efficiency and insights. Join us for an insightful conversation and practical advice on navigating the evolving landscape of AI technology.00:00 Introduction and Welcome00:43 A Story of AI in a Mid-Sized Company02:04 Challenges with Data Standardization03:25 The Importance of Clean Data04:37 Lessons Learned and Key Takeaways06:23 The Human Element in AI08:41 Future of AI and Data Hygiene10:50 Practical Steps for Implementing AI21:39 Final Thoughts and ConclusionReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.3MOK8MRTS5YJA0N2

Welcome back to Insightly for our first episode of 2025! Today we will recap the important data trends we're seeing come to fruition this year, particularly focusing on AI readiness within companies. There is a big move towards making data accessible and understandable for all roles, and a need for common language within organizations. We also look into the emerging trend of niche AI data products and the integration of physical and digital user experiences. Finally, we get into the hot mess of ethical considerations in AI, including data privacy and the potential legal ramifications. Join us as we explore these timely topics and share our insights on the evolving landscape of data in business.00:00 Welcome to Insightly: Kicking Off 202500:55 The Power of Data in Business01:52 Listener Engagement and Feedback03:00 Making Data Accessible and Palatable05:48 Breaking Down Data Silos07:21 AI Readiness and Data Due Diligence11:37 Niche AI Data Products15:16 User Experience in Marketing23:23 AI Ethics and Future Topics27:11 Wrapping Up and Looking AheadReach 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 are going to get into the significance of data in today's business environment, discussing its critical role in operations, marketing strategies, and more. Jordan shares insights from her work at Bondfire, focusing on the evolution of customer-centric strategies and the power of customer journey mapping. We explore how data-driven storytelling and strategic content can cut through the noise on platforms like LinkedIn. Shifting gears, we talk about the pivotal role of data in the mergers and acquisitions (M&A) space, illustrating how comprehensive data packages can significantly impact business valuations and negotiations. Finally, we wrap up by reiterating the importance of starting with data now to ensure business agility and future readiness. Tune in to gain insights into leveraging data for competitive advantage and future-proofing your business.00:00 Setting the Record Straight01:10 Welcome to the Insightly Podcast01:30 The Future of Data: Trends and Takeaways02:44 Customer Journey Mapping: A Deep Dive10:10 Marketing Strategies and Data-Driven Decisions21:15 Mergers and Acquisitions: The Role of Data27:00 The Importance of Data in Business Growth37:45 Final Thoughts and Wrap-UpReach out to us by sending an e-mail to hello@insightlypodcast.comInsightly is brought to you by InfoFluency and Bondfire Strategy.

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.