In Episode 4 of Two Tokens Short, Mitchell Newberger and Robert De La Rosa sit down with Greg Gillespie, CEO of Collectiv, to unpack why most companies aren’t actually “AI-ready”—and how to fix it. Greg breaks down Collectiv’s DATA Formula (Data • Alignment • Team → Automation), showing how clean data, process alignment, and real adoption come before the shiny AI layer.
From finance use cases to sales insights, Greg explains how organizations can land quick wins, build a culture of change, and stand up a scalable data lakehouse that any AI agent can tap. We also dig into AI onboarding (think: avatar coaches for new hires), Microsoft Fabric/Power BI realities, and how reusable accelerators slash integration costs.
The DATA Formula: Data quality, Alignment on processes & policies, Team adoption → then Automation/AI
AI FOMO vs. readiness: Why starting small beats “boil the ocean” initiatives
Where to start: Finance as low-hanging fruit; when sales or FP&A should lead
Change management: Centers of Excellence, governance, and keeping pipelines healthy
Architecture that lasts: Lakehouse-first, tool-agnostic AI agents (Azure OpenAI, Databricks, etc.)
Operational wins: Real-time P&L, inventory signals, and reusable NetSuite/Sage connectors
Cost control: Code libraries & accelerators that turn 200 hours into 20–40
Greg’s take is refreshingly practical: make data the foundation, processes the framing, people the heartbeat—then let AI be the curb appeal.
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