Opinions are all my own

  • The Intelligent Enterprise: A Book Review

    The Intelligent Enterprise: A Book Review

    I’ve been blogging here for nearly 20 years (don’t go digging — I’ve learned a lot about writing and MarTech since my tech consulting infancy), yet I’ve never before posted a book review. And with this precedent comes a major disclaimer: Vincent Yates and Jason Goth, the authors, are leaders within my employer, the global consultancy Credera. So this could smell of log rolling, or worse. But I’ve always posted what I sincerely thought at the time. Conversely, I’m not stupid. If they had conceived a truly ugly baby I may be whispering that opinion to my colleagues, but certainly not posting it here. What follows are the objective reasons you should buy and read this book. It’s both excellent and timely.


    Enterprise leaders are hungry for information on how they can adopt artificial intelligence (AI). They are also, if they’ve earned their positions in the C-suite, allergic to glowing citations of easy success. I’ve read lesser business books that suffer from something called survivorship bias — the tendency to elevate success stories while diminishing the more frequent failures. David Ogilvy put it well when he talked about the need for perseverance, but especially also caution, when running a business. He was reported to have said, “The road to success is dotted with many tempting parking spaces—and strewn with the bodies of pioneers.”

    The authors address this head-on, by describing attempts at investing in AI that failed to take into account all the elements needed for success. One example: I was thrilled to see a section about the need to incorporate design thinking. Nothing kills a new technology more surely than workers who are overlooked in its design and roll-out, who then quietly circument or sabotage that investment.

    I also found it refreshing that they mentioned Gartner’s hype cycle, where inflated expectations by an enterprise inevitably lead to a trough of disillusionment. 

    Practical Advice for Avoiding Regret

    I should mention, since I focus on MarTech on this blog site, that the most successful implementations of AI aren’t related to marketing at all, unless you count customer service in that category. In my own experience, and within the pages of the book, it’s primarily the many back office processes that AI can profitably automate. These aren’t necessarily the most sexy applications. But they tend to make the greatest impact on an enterprise’s bottom line. 

    Speaking of the bottom line, I loved the list of the many often unanticipated costs of owning and operating an AI solution. Headlines everywhere talk about the easy path to positive ROI (see above: survivorship bias), but data hygiene, ongoing model improvements and smart governance — to name just three — come with ongoing costs that need to be considered up front. 

    AI is not set-and-forget.

    Speaking of governance, I loved seeing the section on AI safety. The book talks about how AI is basically “a brain in a jar” (ick), but with this power comes risks of unintended consequences. Guardrails are essential. I recently wrote in my personal blog how important this is overall, especially at a nation state level.

    I need to also call out the clarity of the writing. This book excels at bringing a blindingly complicated technology within the grasp of the enterprise leader. It was an actual pleasure to read.

    One Small Quibble

    It’s a truly small knock on the book, but the quote that begins it, one in praise of learning from the wisdom of others via books — ostensibly by Socrates — is most certainly a fabrication, like the many howlers attributed to Albert Einstein or Ghandi. A quick search for the origin of the quote using Copilot (thank you, AI) indicated there is zero evidence of this sentiment in the writings of Plato, Xenophon, or other contemporaries of his. What’s more, although he certainly valued learning from others, he preferred the Socratic method (speaking of log rolling!). 

    In fact, Plato wrote that Socrates thought writing things down instead of memorizing them led to a lazy or weakened mind, particularly in terms of memory and genuine understanding. As a relatively new technology, he was suspicious of writing.

    “Employ your time in improving yourself by other men’s writings, so that you shall come easily by what others have labored hard for.” — Almost certainly not Socrates

    Like I said, a small quibble. As a leader, you will “improve yourself greatly” by reading it and taking heed of its advice. Unlike that fallacious quote, The Intelligent Enterprise is the opposite of AI slop.

  • “If AEP is so wonderful, why aren’t we seeing any value?”

    “If AEP is so wonderful, why aren’t we seeing any value?”

    In this last post of a series leading up to Adobe Summit (check out my first and second), I recommend another eBook. I wrote this one because the question in the headline has been posed to us more than once, by folks investigating our CDP services: “Why aren’t we seeing value?”

    There are simple answers, but what’s needed by those struggling with AEP is more than an explanation.

    What’s needed is a playbook.

    Here it is. Pretty much anything you’ll need to know to extract tremendous marketing and sales value out of Adobe’s category-leading customer data platform (CDP). It’s yours free, so follow this link to get started!

    Also, if you plan to attend Summit and any of the topics I’ve blogged about are of interest to you, look me up!

  • Why I love Adobe’s Content Supply Chain solution (and you should too!)

    Why I love Adobe’s Content Supply Chain solution (and you should too!)

    I’ve loved Adobe Workfront for many years, and even posted here four years ago with this news: Adobe to buy Workfront: A big win for marketing throughput. As a primarily customer data wonk, you might be surprised that I’ve fawned over this workflow tool. But data is data. And these two experiences from early in my career helped me understand the value of democratized data to accelerate sluggish production processes:

    1. While working at my very first marketing firm I used a then-new technique to boost the pace of print production by 20%
    2. A short time later I helped my brother, who founded and led a precision machined parts factory, to completely rethink how products are produced, greatly improving revenue and profits.

    The technique that unlocked these improvements was the same for both. It was a workflow optimization approach called the Theory of Constraints, as described in the worldwide best selling business book, The Goal.

    My older brother, Brian, was a brilliant business operator. He has sadly passed away, but not before telling me that The Goal was “The best business book I’ve ever read.” That’s extremely high praise, if you talk to anyone who worked with him.

    Join Me At Adobe Summit

    In keeping with a theme I started with my last post here, Going to Adobe Summit? Here’s one reason I’d love to connect with you there, I’ve co-written an eBook that resurrects the thinking of a business leader whose lessons may be overlooked by modern marketers. That would be a shame.

    In this eBook, I examine the innovations of The Goal‘s author, Eliyahu M. Goldratt, through the lens of solving the vexing challenge of Content Supply Chain. It turns out the data coming out of Adobe Workfront is perfect for using the Theory of Constraints to identify and fix workflow bottlenecks.

    I invite you to see for yourself. You can download this free eBook here.

    And if you’re attending Adobe Summit, seek me out. I’d love to talk about this important digital marketing tool and the concept that can turbocharge it.

  • Going to Adobe Summit? Here’s one reason I’d love to connect with you there

    Going to Adobe Summit? Here’s one reason I’d love to connect with you there

    Two things you might not now know about me: I’m mildly dyslexic, and I’ve been in marketing technology for decades. That second point is relevant here because, in an industry full of folks much younger than me, I’ve come to realize my long career is of unexpected value.

    Along with many modern business books, I have a home library of wisdom from great thinkers that the years have mostly pushed to obscurity. I’m thinking now of a book co-written by another marketing elder, sadly now departed, who taught and published out of a college at Northwestern University. I had the pleasure of seeing Don E. Schulz, PhD speak live.

    Predicting Our Measurable World

    At the presentation, sponsored by the American Marketing Association in the early 1990s, he told me and a room of mostly ad professionals that their careers were about to change dramatically. I leaned forward to learn more.

    (I was a direct response consultant at the time, definitely a second class citizen in the room. I was used to it, especially within the very ad agency that employed me at the time — and which eventually pushed me out because I wanted our marketing success to be measured by more than just the number of Addy awards handed out at lavish, self-congratulatory banquets reminiscent of the Oscar Awards event I’ll be watching tomorrow night.)

    The men and women seated around me in their fine silk and wool suits were fully invested in things staying exactly as they had been for decades. They didn’t like what Dr. Schulz had to say.

    He announced to a stunned audience that the power dynamics of broadcast marketing was about to reverse, much like the nearby Chicago River that historically had flowed in one direction but through engineering had completely reversed its flow.

    Yes, that dramatic a change.

    And instead of the flow of water, he was talking about cash.

    The way he explained it, ad agencies, which all happily followed the Mad Men business model of producing ads for the masses (and earning 15% commisions on every magazine, radio and television ad bought on those channels), was going to be decimated by internet technology that would soon place more power into the hands of consumers.

    He talked about targeted marketing. I leaned forward even farther in my chair.

    Instead of “spraying and praying” — telling everyone who would listen about the latest product showcased in their shiny ads — there would be a marketplace where consumers looking for a type of product would anonymously advertise their intent. He called this middle business that would manage the market of interest and intent an “infomediary.” It would gather the products via the internet and, only once the consumer had found one of interest, would it reveal this prospective buyer’s identity to the brand.

    The details back then were sketchy. But years later Google, through its AdWords program, would become that middle business. Intent would be “advertised” by the keywords consumers typed into the search bar. And much of the wealth that had flowed to ad agencies would be captured by this massive and efficient infomediary, giving consumers unprecedented power and choice.

    An Anti-Mad-Man Who Predicted CDPs

    The audience was visibly upset. Where folks would start by politely raising their hands to get more details, by the end I distinctly recall some of them leaping to their feet to ask their questions in urgent tones.

    I found it quite entertaining.

    Just as Schulz didn’t have the specifics about Google that night, he didn’t mention in the book he co-authored the concept of a Customer Data Platform (CDP). But in that book, Measuring Brand Communication ROI, he created a brilliant framework for measuring the dollar impact of CDPs on brand value and revenue.

    Although his book is long out of print, you can read about about his framework in my eBook. You can download it here.

    And watch this space for additional reasons why I’d love to talk to you in two weeks at Adobe Summit.

  • VR for the ultra-rich classical music fan

    VR for the ultra-rich classical music fan

    I recently speculated on my personal blog about what a Superbowl halftime show might feel like in the metaverse of the year 2025. What about right now? If your idea of peak experience live entertainment leans more toward a Chopin recital by Chinese virtuoso Yuja Wang (pictured) than NFL playoffs, and you’re dripping in disposable cash, your virtual reality (VR) head rush awaits.

    Steinway has produced self-playing pianos for many years. Now they offer a version that plays, in real time, performances by concert hall superstars.

    Music once performed in the homes of royalty, now available to their modern counterparts

    When you think of the metraverse, your first thoughts likely jump to the VR goggles that surround you with three-dimensional visual experiences. Aural immersions are rare. But if you think of an analog playback device engineered to give you an authentic listening experience, these pianos fill the bill. (And don’t call this device a mere example of the Internet of Things (IoT). It’s unfair, or at least insufficient. This is no “smart television.”)

    How is this innovation being funded? By investors who understand that the market for these pianos isn’t vast … until you factor in China. Consider the extraordinary Yuja Wang. She is the product of a culture prizing both classical performances and, if these numbers account for anything, piano ownership …

    Steinway filed for an IPO in April, where they mentioned that the piano market in China is the world’s largest: China accounts for an average of around 400,000 pianos sold annually from 2017 to 2020, compared to a paltry 30,000 per year in the U.S. for the same period.

    97% of concert pianists used [Steinway] pianos at their concerts in the 2018-2019 season

    Impressively, the IPO also contended, “Though we are only one of many manufacturers who make pianos for the concert-hall stage, approximately 97% of concert pianists used our pianos at their concerts in the 2018-2019 season [ the last time period measured due to the Covid pandemic].”

    It’s no wonder then — with this near monopoly on their brand found beneath the exacting fingertips of maestros — that Steinways would seek to connect those fingertips via the cloud to their self-playing pianos.

    Companies like Meta are investing heavily to someday lure us to their mediated VR worlds. Meanwhile this is one VR experience that can be had today — with a six-figure investment in the “goggles.”