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Musings - IBM's 10th CEO takes the rains - Krishna has his work cut out for him

Today it became official, Arvin Krishna succeeds Ginny Rometty as CEO at IBM. A technology company that has only had 10 CEOs since 1911, starting as Computing Tabulating Recording Company (CTR) in Endicott, NY. 

 

 

 

 

IBM under Rometty

Rometty's rein over the company was around 8 years, taking over from Sam Palmisano, who clearly dealt 'Ginny' a bad card: Financial engineering setup IBM for steady growth as it was common in the early 2000s (see GE), while the company was not innovating fast and well enough and had missed the move to cloud. IBM was not alone in that miss, and remarkably, from the IT mega vendors of the 20th century its only Microsoft and Oracle who have a game in the cloud business. It is not that Rometty did not try – my first news analysis blog post as an industry analyst was about IBM acquiring SoftLayer (see here) on June 5th 2013. Cloud quickly became a mantra, but under the hood there was a bitter fight between the established cloud business (that 'failed' as SoftLayer had to be acquired) and the new guys. No surprise – and as often – the establishment won and SoftLayer founder Lance Crosby was soon gone. 
 
Under Rometty IBM did more than 50 acquisitions, with the pace only slowing recently… but the direction was never clear beyond a doubt. Rometty transformed 50% of the IBM revenue says ibm.com – still no luck. IBM's cloud efforts quickly got shifted into big 'lift and shift' endeavors, signing large outsourcing deals. Nonetheless IBM was ahead of its time with many key cloud offerings – e.g. being the first to bring HANA and SAP to the cloud (see here), it partnered early with Workday (see here), was the first to sign a partnership with VMware (see here) etc. It all did not help, the IBM disease (more later) kicked in. It was partnerships driven by customer needs, usually a good sign, but never developed broadly, always seen in the services lens…

The other big bet under Rometty was Watson. Watson had a great start and had great brand recognition with the jeopardy fame, but did not see the investment that was needed to keep Watson a modern AI platform. A classic example of a product that was taken to market and then overtaken by the technology progress: Better cloud based solutions, the rise of neural networks and an inability of IBM to truly innovate with Watson (or a successor), make Watson a sad story. It is also a lesson learnt that no matter how much marketing you put into this (IBM coined it cognitive, had a World of Watson conference series). The saddest part for me was the fine line between truth and fiction that IBM executives tangled with closely with – when it came to Watson. But at the core the problem for Watson was again the IBM disease…. (more later).

For some time, IBM was playing well in the PaaS space with BlueMix (see e.g. here), it had its height from 2014-2016 – but then went away as well, as IBM did not manage to make the transition of its Rational install base to the BlueMix platform and it realized that a truly successful PaaS platform would compete with many of it software partners… here is a hint on the IBM disease… again.

More recently IBM has bet more on block-chain, that for some time was the third leg of the IBM stool. But deployments are slow, uptake is not as expected, and things have gotten more quiet around block chain in the last 12 month at IBM.

And then IBM had a large software portfolio of some promising and less promising software assets (yes, IBM sold HCM software with Kenexa, better know as Brassring). How that software portfolio held together, what the synergies were and the master plan – all that went away when legendary IBM software executing Steve Mills retired. Since then the software portfolio has been in disarray, lacks leadership and overall encompassing strategy that at least gives an idea what the 'endgame' will be.

To remain relevant, Rometty had to do something big, and the 'big' thing was the Red Hat acquisition. Enters also the new CEO, Krishna, who was the key architect of the acquisition. The least discussion about the big impact of the acquisition was the price – 34B (read my take here). Red Hat itself was struggling with its new investments to make up for the shrinking RHEL base. The most promising was AppDev – which has gone missing again (likely for the same reasons BlueMix never took off). The next one was the PaaS platform OpenShift, where in October 2017 Red Hat laid the foundation to its multi-cloud support with partnerships with AWS and Google (see here). Curious on the next bet? OpenStack and we know that one went sore for a lot of players. So a lot of expectation is now on creating a hybrid cloud business around the Red Hat OpenShift platform.
 

IBM's 'disease'

I have attended north of 50 IBM events and conferences in the last 7 years. The company has extraordinary customers, talented people, deep pockets… but it never built truly great software products. IBM felt like an unfinished opera: Act I was hardware, Act II was services and Act III would have been … software. But the products – as solid as they were, as much they were shouldering true enterprise load – they never were truly really great. Close software assets like db2 and WebSphere were more or less thrown out for the next big thing, much to the surprise of customers and other partners. My eye opener was attending the IBM Alliances Insights event August 15th 2016. I always knew that IBM had a ton of consultants… but learning that over 100000 IBM employees made their living with only three partners (SAP, Oracle and Microsoft) made me realize that IBM more than ever, was stuck in the services player category. Simply put – product that were 'good' at IBM would never have seen the light at e.g. Microsoft, Oracle, Salesforce or SAP. They were to service intensive. But for IBM that was ok. Truly great products, that did not need a consultant (e.g. think of BlueMix) were more of a problem. The return of R&D did not translate into a revenue from consulting engagements. And IBM did not understand how to maintain and expand truly great software products (like db2 and WebSphere). The good news is that the hybrid cloud consulting business is immune against the IBM 'disease'. It takes little armies of consultants to get started and remain operating in hybrid cloud… but if enterprises want to operate that – remains a huge and big question. 
 
Arvind Krishna in an interview with CNBC on April 6th 2020

Krishna has his work cut out

Almost in a position of where the board might have said, you sold us the deal – now make it real – Krishna has to deliver. But to get 34B back from hybrid cloud licenses (small) and professional services (small) is a huge challenge. IBM sees a 1.2T US$ revenue opportunity in hybrid cloud, but it has its set of competitors. AWS, Microsoft and Google have their hybrid offerings – and largely without the need of legions of consultants. IBM may position itself as the hybrid cloud vendor that takes care of the challenging, more service needy clients. In the meantime, the product centric vendors will reduce the need for professional services with every new product release. While having Accenture, Atos, Cap Gemini, Deloitte, KMPG, etc. help them implementing. Mapping progress of the OpenShift platform vs the leading cloud offerings for hybrid cloud will allow to gage IBM's long term success.

Oh and then there is AI. In its initial interview on CNBC, Krishna pointed out that work is being done with Watson (he is still there) Assistant and he was positive on the growth of digital assistants. But no matter how promising digital assistants are – they cannot fuel an IBM as we know it today. So IBM will have to provide a major investment (or acquisition?) in the AI space to be a player. With its fumble on its own cloud infrastructure – it will be a hard market get (back) into. And the challenge was laid in Whitehurst's portfolio with having Bob Lord / Cognitive Applications report directly to him.

Speaking of cloud – IBM's future is literally spilled all over the org chart. Whitehurst and team need to bring OpenShift to the IBM product teams. It makes sense that strategy reports to him. Rob Thomas is also reporting to him with responsibility "security, hybrid cloud, AI and Red Hat synergy" (if you go, Huh? This is word for word from press release). in charge of doing that for the data and cloud products, reporting to Whitehurst. But the platform will be developed under new Red Hat CEO Paul Cormier. Oh yes and then Howard Boville joins from Bank of America (where he was CTO) as SVP for Cloud, overseeing IBM Cloud. Pressure will be also on Bridget van Kralingen who has to deliver the revenue numbers. All of them will need Krishna to call the shots to succeed pretty much on a daily basis. If one of the many strategic IBM customers want and need something, it quickly gets complicated and Krishna will have to play interference.

MyPOV

If Krishna wants to outlive the short tenure of other short tenured IBM CEOs (T. Vincent Leason had 2 years from 1971 to 1973) and John Opel (1981-1985) (see the list of IBM CEOs here) he needs to find a strong second and third revenue stream for IBM. If this still can be AI / Watson is under question. Financially IBM can't make any too big acquisitions, and merging is out of the question (at least for now). Revitalizing the software portfolio, and what is left of it, is an option, especially as Krishna comes from that group. The board gave him a bad setup as giving right away the president position to Whitehurst. Usually IBM CEOs keep that title and it is rarely bestowed (who was the last IBM President that was non CEO – if you know – I will gladly here, it broke Google).On the flip side, if Whitehurst fails, Krishna may be around longer. If Whitehurst succeeds, then Krishna may end up with a tenure with a time between Leason and Opel. Krishna is a smart, humble and likable personality, this will all play in his favor in his new role. Expect to see the by now typical synergies with other key Indian CEOs (Nadella at Microsoft, Pichai at Google and Narayen at Adobe) – which will certainly help.

On the concern side, all is setup for a repeat of the SoftLayer story: Only the 'in house' team has a new head with Boville. But expect the battle between the traditional IBM cloud and Red Hat offerings. Krishna needs to clarify that fast, as customers and partners need to know where IBM is heading. A 10-15 time higher price tag (rumor was that SoftLayer was 2B+ back then) does not guarantee success. Part of it is the customer – why move your cloud offering, if the new offering does not offer enough tangible benefits. A key innovation dilemma that Krishna needs to address, given the more conservative nature of IBM customers and their mission critical workloads.

The opportunity for IBM is multi-cloud. Enterprises do not want lock-in. The question is – how much services do they need for operating in a multi-cloud model and… if the IBM 'disease' will strike again, the sooner Krishna can transform IBM into a "software first" mentality and deliver on it – the better for IBM, its customer, its shareholder and its employees.
 
 
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Navigating Digital Transformation, Process Optimization, and Cloud Strategy | DisrupTV Ep. 184

Navigating Digital Transformation, Process Optimization, and Cloud Strategy | DisrupTV Ep. 184

In Episode 184 of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage in a compelling conversation with three distinguished leaders:

  • Ian Gotts – Founder and CEO of Elements.cloud, a company specializing in process mapping and business transformation.
  • Gretchen Alarcon – Group Vice President of Product Strategy at Oracle, focusing on enterprise applications and cloud solutions.
  • Holger Mueller – VP & Principal Analyst at Constellation Research, providing insights into enterprise technology trends.

Together, they explore how digital transformation, process optimization, and cloud strategy are reshaping the enterprise landscape.

Key Takeaways

1. The Importance of Process Mapping in Digital Transformation – Ian Gotts

Emphasized the need for clear process mapping to understand and manage business operations effectively.

Discussed how process mapping tools can facilitate smoother transitions during digital transformation initiatives.

Highlighted the role of business analysts in bridging the gap between technology and business needs.

2. Cloud Strategy and Enterprise Applications – Gretchen Alarcon

Shared insights into Oracle's approach to integrating cloud solutions with enterprise applications.

Discussed the challenges and opportunities in adopting cloud technologies at scale.

Stressed the importance of aligning cloud strategies with business objectives to drive value.

3. Analyzing Enterprise Technology Trends – Holger Mueller

Provided an overview of current trends in enterprise technology, including AI, automation, and cloud adoption.

Discussed the impact of these technologies on business operations and decision-making.

Offered predictions on the future direction of enterprise technology and its implications for organizations.

Why It Matters

This episode underscores the critical role of process optimization and cloud strategy in successful digital transformation. As organizations strive to remain competitive, understanding and implementing effective processes, coupled with strategic cloud adoption, are essential for achieving operational excellence and business agility.

Final Thoughts

  • Ian Gotts: Advocated for a structured approach to process mapping as a foundation for successful digital transformation.
  • Gretchen Alarcon: Emphasized the need for a strategic alignment between cloud technologies and business goals to maximize value.
  • Holger Mueller: Provided valuable insights into emerging enterprise technology trends, helping organizations navigate the evolving landscape.

Together, they offer a comprehensive perspective on how businesses can leverage process optimization and cloud strategy to drive transformation and innovation.

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DOMOPALOOZA: How to Make Lemonade from REALLY Ugly Lemons

Domo was handed a rough hand. First, make the decision to cancel the live Domopalooza scheduled for the week of March 16. Second, figure out how to turn a massive live experience into a virtual event. Third, just before go-time, deal with a 5.7 magnitude earthquake rattling everyone’s nerves at 7 am followed by aftershocks throughout the day.

This wasn’t just an exercise in handing Domo some lemons and asking for a cool, sweet beverage, it was handing them rotting lemons and asking for a miracle.

The message repeated throughout the event was more of a rallying cry: Go big. Go fast. Go bold. Domo went big. They HAD to go fast. Domopalooza ended up being a bold move to showcase some even more bold and successful clients.

Rethinking Live

Domo did an exceptional job at bringing a completely different experience to their virtual event. Then again this should NOT be a surprise for an event where Josh James is CEO. I don’t think it is a coincidence that John Mellor was also there to help mold James' vision into a successful strategy.

These two KNOW how to do this and do it WELL. 11 years ago…almost to the day…I was in Salt Lake City listening to Maroon 5 thanks to these two. James and Mellor created something unique with the Omniture Summits…so I wasn’t really surprised this reimagined event went so well.

More than anything, Domo leaned in to the fact this was NOT what they originally had in mind, but they wanted to achieve a couple things: share their customer’s stories, wins and thinking, introduce some new products, features and functions, answer as many live questions as possible, allow as much interaction as possible...and remind us that James is one heck of a skier.

Mission accomplished on all fronts.

It is worth noting that Domo DID in fact go big, fast AND bold. It was 2 weeks between shift decision to start time and yet none of the experience felt rushed or that corners had been cut. It was as if this was the plan from the very beginning.

It should also be noted that it may be unfair to compare other events to Domo’s high benchmark of success as moments after the live (albeit virtual) experience multiple states issued bans of gatherings more than 10 – 50 people making assembling a larger scale production team an impossibility. Even with the deck stacked against them, today it might feel as if they still had multiple advantages in pulling this off.

I would argue, however, that the greatest single key to success was that Domo’s focus was NOT on how to deliver their news or their story but instead how to deliver their customer’s successes and their customer’s stories. THAT is where the production and the engagement really made a difference. Josh James wasn’t just talking about data with Brian Kaner, CEO of Pep Boys…the audience was eavesdropping on an earnest conversation and it was captivating.

The Announcements

Throughout the live event and sprinkled across several on-demand sessions, new features and functions were announced. Here are a couple of items that caught my eye:

  • Integration studio reminds me of the moment in Dirty Dancing when Johnny announces that NOBODY puts baby in a corner. With Integration Studio, Domo makes sure that no system and no dataset is left in a corner allowing for seamless integration BETWEEN systems and not just from systems. The drag and drop nature of the connectors allows you to quickly and easily bring in data sets, apply ML or AL and configure connections across cloud, on-prem or proprietary solutions.
  • Updates to Domo’s Analyzer remembered users are human. From instant undo and redo, drag and drop layout functions and a general sense that the user is in control and capable to “just see what would happen if…”
  • Excited to see the updates and upgrades to Data Lineage and Impact Analysts. Lineage allowing users to click into a DataSet to see ancestry of the data to quantify freshness, data source and owner, and any availability of the data and run times. Impact Analysis lets users see what the ramifications of shifts or changes to a DataSet might be. As marketers are being asked to justify data utilization and leap with every new regulation, this functionality is now critical.
  • Domo Stories has been a clear hit among users and something Domo deserves to celebrate. The new additions add flexibility and the opportunity to deliver even more context and relatability to the data being visualized. Layered on top of Domo Everywhere, you can take something that feels big and hulking and turn it into something easily accessible, understandable and relatable to everyone across the business. Case in point: Domo took multiple sources of COVID-19 data and created one of the more usable and explorable dashboards I have seen. Check it out here: https://www.domo.com/coronavirus-tracking
  • Pardon me while I just let my data nerd flag fly when I say…O-M-G NEW CHART TYPES. For the “pie charts are my jam and I don’t need more than an exploding pie chart” set, you may as well move along…there is nothing here that will interest you. But if you love to see a good visualization come to life…Domo has the data-candy to feed your hungry soul. From the Sankey diagrams to the SPC Charts that can plot trends while highlighting outliers and anomalies but can also trigger alerts to spur immediate attention and action, I’m not going to lie…I got a little breathless during this part.

In the end, there was a playfulness to Domopalooza that was not a by-product of the shift from live to virtual event. It is an attitude that is clearly present across the product as much as it is watching Josh James wearing a panda t-shirt while standing in front of the Salt Palace. Domo wants you to have fun with data…explore with it…play with it…but most importantly, they want you to lose the fear of it, dig in and make decisions about business with it.

In a day and age when there is more than enough conversation and dialogue around the questionable impact and negative ramification around data, it was refreshing to be part of a discussion where data was more about painting like nobody is watching and being OK with the mess than it was about rigidly painting by the numbers and being told to be happy with insights that you only see in a rear view mirror.

Go big. Go fast. Go bold. Well played.

 

Note: Screenshots were taken from Doomapalooza 2020...if you want to check out the on-demand, visit https://www.domo.com/domopalooza/dp20

Data to Decisions Marketing Transformation Chief Marketing Officer Chief Digital Officer

Social Networks: Another Dark Web

What’s going on when people spill their guts on social media sites?  Or on the other hand, when they loudly reject the public health advice of their own governments?  

It’s risky to generalise but I tend to agree that there are stereotypical differences across the world in how the public rations out their precious trust to governments versus businesses.

The cliché goes that Americans typically distrust government but have faith in the invisible hand of the markets, and so they “trust” businesses more (the shudder quotes are deliberate when we’re using such broad generalizations). Conversely continental Europeans tend to “trust” governments more than business. Australia, Canada and the United Kingdom fall somewhere between the poles.

Now, trust is a moveable feast, but this article isn’t the place to dissect how trust in social institutions is degrading. Rather I'd like to debunk "trust" in social media. Little or no conscious trust actually enters into the decision to share data with social media.  In fact, it’s not so much a decision as a reflex. 

Very few users comprehend what’s going on in social networking.  We should suspect a priori that the relationship between the giant digital properties and members is not exactly balanced.  Many of the brightest data scientists in the world are employed by Facebook, Google and Twitter, and for the most part they’re not there to find a cure to cancer but to figure out cleverer ways to target advertising.

Facebook is notoriously clever at tricking users into divulging personal data. It’s pretty widely accepted now (isn't it?) that Facebook takes deliberate steps to get users addicted. See Shoshana Zuboff’s epic The Age of Surveillance Capitalism. My own favorite example of Facebook’s trickery is how they gamified the training of their face recognition algorithms, by getting users first to tag each other, and later to confirm the algorithm’s tag suggestions.  Until then, facial recognition routines were calibrated laboriously using relatively small image galleries. But Facebook changed the game, and not only by capitalizing on the billions of pictures innocently entrusted to it by its members, but by crowd-sourcing the matching of names to faces.  It was genius.

So that’s one of the best examples of Facebook’s direct (albeit covert) collection of personal data. But they’re also supremely adept at mining and refining data from the matrix they have cultivated. The closely guarded People You May Know (PYMK) algorithm is the state of the art in indirect data collection. Some of the best digital experts in the world ― like investigative journalist Kashmir Hill ― have been stumped by how Facebook manages to make its connections and generate friend suggestions

What’s to be done about all this? I am not a lawyer but I have two regulatory suggestions.  I’d welcome feedback from legal and regulatory experts. 

First, most places in the world (and increasingly also some U.S. states) have technology neutral data privacy laws which put limits on the collection of personal data. These laws are largely blind to the manner of collection.  If Social Media companies extract insights about identifiable users, then that’s personal data and it’s being collected. Therefore privacy laws apply, especially when individuals are unaware of the collection.  

So in my view, legal action could be taken by Data Protection Authorities (DPAs) in any number of jurisdictions against the unbridled use of algorithms in social networks (including Friend Suggestions, Tag Suggestions and People You May Know) to surreptitiously collect personal data.  Anna Johnston and I have written at length about Facebook’s particular clash with the Collection Limitation principle; see our chapter in the Encyclopedia of Social Network Analysis and Mining

Social media’s algorithmic collection of personal data is but one example.  An increasingly prevalent feature of digital businesses is the use of machine learning and analytics to extract insights, such as financial scores and insurance risks, from our digital exhaust.  The synthesis of personal data ― or what the Office of the Australian Information Commissioner calls Collection by Creation ― falls within the scope of most data privacy law. If a business uses algorithms instead of questionnaires in order to get to know you, then privacy principles still apply.

My second regulatory suggestion is good old fashioned consumer law.  Social media magnates like to claim that today’s users are sophisticated enough to “know” that there’s no free lunch on the Internet.  Users are supposed to “know” that their data is being traded with businesses as part of a deal for services. But what if typical users don’t actually know how their data is used?  Very few people have figured this out, considering the opacity of PYMK.

Moreover, what if the social media bosses know that users don't know?  Being aware of ― nay, exploiting ― the information asymmetry while claiming that users are aware of what they're getting into would be deceptive conduct wouldn’t it? The purported services-for-data deal is a one-sided sham if users don't enter into it freely and knowingly.

Some of the richest people in history have arguably made their fortunes on the back of users’ ignorance about how data flows in the Digital Economy. The most lucrative undercover digital economy isn’t the Dark Web, it’s social media, with its tricky personal data practices and synthetic collection algorithms hiding in plain sight.

 

 

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Customer Loyalty, Coaching Culture & Marketing Innovation | DisrupTV Ep. 183

Customer Loyalty, Coaching Culture & Marketing Innovation | DisrupTV Ep. 183

On DisrupTV Episode 183, hosts R “Ray” Wang (Constellation Research Founder & Principal Analyst) and Vala Afshar (Chief Digital Evangelist at Salesforce) lead a compelling discussion with four leaders at the intersection of customer engagement, marketing transformation, and leadership coaching.

This episode dives deep into how organizations can foster loyalty through gamification, elevate marketing effectiveness with demand generation, and build resilient, human-centered workplaces by embedding coaching cultures.

Meet the Guests

  • Anna Gong – CEO of Perx Technologies, recognized for pioneering gamified engagement platforms that drive customer loyalty and retention across industries.
  • Mathew Sweezey – Marketing Insights Lead at Salesforce and Harvard Business Review Author, with expertise in demand generation and the future of marketing.
  • Christine Tao – Co-Founder & CEO at Sounding Board, a platform focused on leadership development through scalable coaching solutions.
  • Lori Mazan – Co-Founder & Chief Coaching Officer at Sounding Board, passionate about cultivating coaching cultures that empower leaders at every level.

Key Takeaways

  • Gamification as a Loyalty Driver – Anna Gong shares how companies can move beyond traditional loyalty programs by using gamified digital experiences to engage customers in new ways.
  • Demand Generation Redefined – Mathew Sweezey emphasizes that marketing’s role is shifting from outbound promotion to building trusted, data-driven engagement with audiences.
  • Scaling Coaching for Leadership Development – Christine Tao and Lori Mazan highlight the critical need for coaching to develop leaders, especially in times of rapid change and disruption.
  • Culture as a Competitive Advantage – Coaching isn’t just for executives; organizations that embed coaching at every level are building cultures that foster adaptability and long-term success.

Memorable Quotes

  • “Gamification creates loyalty when it connects to genuine customer value, not just points and discounts.” – Anna Gong
  • “Marketing is no longer about broadcasting messages; it’s about building meaningful demand through experiences.” – Mathew Sweezey
  • “Every leader deserves access to coaching, not just the C-suite.” – Christine Tao
  • “When coaching is part of the culture, organizations unlock resilience and innovation at scale.” – Lori Mazan

Final Thoughts

Episode 183 highlights a powerful truth: successful organizations of the future will prioritize both external engagement and internal culture. Gamification and demand generation ensure that companies remain competitive in the marketplace, while coaching-driven leadership unlocks the full potential of their people.

By integrating these approaches, businesses can create stronger customer relationships, more adaptable teams, and a culture of continuous innovation. As our guests emphasized, the future belongs to companies that treat loyalty, marketing, and leadership development not as separate strategies, but as interconnected drivers of long-term growth.

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We Got This: CMOs Stake Their Authentic Claim

For the Chief Marketing Officer, the brand response to COVID-19 has been a case study in authenticity, focused on remaining true to the personality, spirit, character of their brand while keeping an eye on the real-world needs, fears, questions and concerns of their customers. Brands that have maintained open, bidirectional lines of communication and connection with customers are being repaid in loyalty and the promise of future profits, albeit delayed by the realities of a pandemic.

We have seen the best of us rise to the occasion: Chiobani deploying food and resources to address food insecurity in a time of total insecurity, LVMH shifting from luxury parfum purveyors to churning out much needed hand sanitizer, and B2B brands like Zoho, Microsoft and SAP opening up resources to help aggregate data, empower the newly remote workforce and ensure that the voice of the customer (both internal and external) is still flowing into the heart of every organization.

Sadly, we have also seen the worst: price gauging on cleansers, opportunistic advertising pushing fear, conspiracy and false hope cures, phishing scams preying on fear and hope, lazy automation inviting savings for in-store visits.

Despite all the ups and downs, CMOs remain focused on mastering the 3R’s of modern marketing, namely driving revenue, relationships and reputation. While the old Ps (product, place, promotion and price) will always remain near and dear to our Marketing101 hearts, CMOs have graduated – moved on from the fundamentals and into an age of unapologetically driving the business forward. This has never been truer than the leaders facing down the chaos and uncertainty of a global pandemic to lay the groundwork for the explosive growth that will kickstart recovery.

A few key trends will be the hallmark of how successful CMOs pave this profitable path…they also happen to be the trends that got us to a point of Authentic Marketing to begin with.

Expect CMOs to…

Refocus on Humanizing Relationships

In our quest for optimized automation, human relationship building became the lost art of marketing. CMOs will go back to conversations and connections that speak to an audience of one. These efforts will demand a deep understanding and knowledge of the customer and a willingness to realize that segment and persona are not the same. The engagement cycle will shift from hear/react to listen/recall/act/remember, empowered by the power of AI to tackle the data crunching while marketers take care of the hyper-creativity that can create moments of delight.

In the near term, expect to see a renewed focus on data cleanliness, relevance and purpose. Dirty and dark data get dragged into the light while permissions and consent, take on new importance in a post-GDPR/CCPA privacy world. Long term, CMOs will refine marketing’s what (content), where (channel) and why (human relationships) in a more intentional manner.

Get More Involved in the Security Discussion

The trust dynamic is especially critical in the exchange of customer data for value. Modern, connected customers are now hyperaware that their data is the cost of engagement, setting the expectation for personalization, relevance and security. Customers turn over their data with the absolute expectation that the company they entrust will secure that data and honor their privacy. Break that promise and the relationship is not just shaken, it is broken, perhaps forever.

CMOs will start asking more questions about traditionally IT-centered security questions. IT won’t like it one bit. IT will in turn expect that the new systems being onboarded through the marketing stack are vetted for security standards. This is going to strain and test the CMO-CIO bond as marketing questions security posture and readiness and IT questions marketing’s sanity and strategy. The first such test will likely come in the form of marketing’s desire to put more control over data directly into the hands of the consumer. This will be part need (meeting regulatory hurdles for privacy and data transparency) and part value-add (leveraging customer identity and access as a value and promise with each individual customer).

Up-Skill Their Own Leadership Capabilities to Drive Change

To drive the growth agenda, CMOs can’t limit their leadership to the functional boundaries of marketing. In fact, the CMO of 2030 must be a cultural change agent to get the organization’s voice to reflect the customer’s voice regardless of function or department. The CMO will lead by example, intentionally inspire, reward and recognize. While the CEO will establish the vision, the CMO will establish the purpose and path. This will require a keen understanding of back- and front-office dynamics, systems and responsibilities, especially what part each function plays in the delivery of customer experiences.

Expect to see more partnership with purpose between CMOs and their counterparts in HR, compliance and risk to create a measured cadence for change. This will ruffle feathers for organizations not focused on the customer as leaders in these roles will question why the CMO is stepping into their lane. Interestingly, CMOs are often thought to already have the “soft skills” of management—continuous learning, advanced communication, negotiation and empathy, to name a few. Those will remain critical heading into the new decade, but CMOs are adding to their bag of tricks to include business analytics, cognitive agility, rapid decision-making and a firm grasp on finance.

Start Training AI to Grow Up Into a Super-Talented Intern

Organizations not leveraging AI will admit their folly and will start to leverage machine learning and cognitive tools to improve operational efficiencies and optimize rapid-fire decision-making. But there will also be a realization that AI is still an intern that needs guidance, coaching and leadership. As discussions around ethics, bias and the unintended outcomes of artificial intelligence continue, marketing will refocus talent and teams to apply AI in more intentional and meaningful ways.

The marketing function will never be a fully autonomous car—it will always require a driver fully in control of the wheel. AI in marketing becomes the smartest GPS ever developed, extrapolating an unheard-of influx of data to deliver new shortcuts, alerts for opportunity and reminders for engagement. For the CMO, AI will empower teams, not replace, talent. Expect to see CMOs question the “AI-ization of everything,” selectively applying AI-powered tools where optimization and efficiencies around data are most needed and trying to avoid the familiar traps of half-baked cool-tech implementations on top of old, ineffective processes.

All in all, the greatest trend that will make authentic marketing a priority and not just an aspiration is the newly affirmed confidence of the CMO who now sees a path to the office of CEO. Growth through engagement has paved this new road. It will have bumps, but it has been successfully navigated. Regardless of new monikers or brands, the role of the chief marketing officer will endure, sitting squarely at the intersection of business, brand and buyer.

New C-Suite Marketing Transformation Next-Generation Customer Experience Chief Marketing Officer

News Analysis: Tech Vendors Takes On #Coronavirus

Big Tech Steps Up To Support The "War" Effort

Over the past two-weeks, the tech community has sought different ways to assist with the battle against Covid-19. Efforts range from free usage of product, cash assistance, donations, and product innovations. Here's a short run down of some highlighted announcements:

 

IBM, The White House, and Department Of Energy create a COVID-19 High Performance Computing Consortium

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Photo credit: IBM

A unique public-private consortium led by the White House Office of Science and Technology Policy (OSTP), the U.S. Department of Energy (DOE), and IBM was created to enable researchers access to supercomputing resources. The COVID-19 High Performance Computing Consortium pulls 16 systems, including the world's fastest supercomputer - IBM Summit, to deliver 330 petaflops of supercomputing power to process epidemiology, bioinformatics, molecular modeling, and healthcare system response. Researchers can apply on this website and must describe what type of support from staff at the national labs or other facilities will be essential, helpful, or unnecessary for their project along with data privacy restrictions.

 

ServiceNow releases four emergency response apps for COVID-19 response.

ServiceNow provides free access to four emergency response apps designed to help companies, employees, and government agencies respond to the coronavirus crisis. The four apps include emergency response operations, emergency outreach, emergency self-report, and emergency exposure management. One of these apps was donated by The State of Washington’s Department of Health. They built the Emergency Response Operations application on the Now Platform in just three weeks.

 

Facebook donating N95 masks, offering $100M for small business, and media grants.

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Facebook contributed its emergency stockpile of 720,000 N95 masks to US healthcare institutions. The social media giant also set aside $100 million for small business owners in cash grants and ad credits. In partnership with the Lenfest Institute for Journalism and the Local Media Association (LMA), Facebook will offer $1 million in grants to US and Canadian local news organizations covering the coronavirus crisis. The fund provides grants of up to $5,000 to local news rooms to cover unexpected costs related to coronavirus reporting. Organizations can apply for the grants at this link.

 

Zoom gives away software to K-12 schools

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Photo credit: Zoom

CEO Eric Yuan has stepped up to help address the crisis facing the shutdown of 40M schools in the US. As one of the emerging tools for online classrooms, Zoom has become a de facto standard. Yuan has removed the limits for any K-12 schools affected in the United States, Japan, and Italy. On March 18th, an estimated 350,000 people downloaded the Zoom app. Using a school email address, students, teachers, and administrators can fill out a form to register for the program.

 

Apple Siri offers Coronavirus Tips

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Photo credit: Apple

Apple has updated the venerable Siri to answer questions and help screen folks on those who may have COVID-19. Users can ask Siri questions such as "Do I have the coronavirus?" or "How do I know if I have the coronavirus?" or "Am I sick with the coronavirus?" Using answers from the Centers for Disease Control and Prevention (CDC) and the US Public Health Service, the voice assistant will ask you for related symptoms from dry cough, shortness of breath, fever, and other related symptoms as they are updated. The app also includes links to telemedicine apps and services. At this moment, the service is geared towards the U.S.

 

The Bottom Line. BigTech can help and this time its better not be a marketing ploy

Most big tech companies are in a sound financial position with massive free cash flow and cash on hand. These companies have the resources in talent, technology, and know how to assist. As more companies step up to help in the coronavirus battle, expect these efforts to come from authenticity not a public relations opportunity. Anything less would be detrimental to the technology vendor's brand and their standing in the public.

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Leading with Empathy, Digital Insight & Guiding Principles | DisrupTV Ep. 182

Leading with Empathy, Digital Insight & Guiding Principles | DisrupTV Ep. 182

On DisrupTV Episode 182, hosts R “Ray” Wang and Vala Afshar engage with three influential thought leaders:

  • Colleen Bérube – Chief Information Officer at Zendesk, leading with digital empathy and customer-first innovation.
  • Jon Reed – Co-founder of Diginomica, offering deep insights into enterprise technology, transformation, and digital strategy.
  • Dr. Mandeep Rai – Broadcast journalist, speaker, and author of The Values Compass, emphasizing values-driven leadership in complex environments.

Together, they explore how empathy in leadership, digital innovation, and guiding values shape next-generation customer experience and organizational resilience.

Key Takeaways

1. Empathy as a CIO Imperative – Colleen Bérube

Prioritizing digital empathy shifts technology leadership from systems-first to people-centric.

Driving modern CX transformation requires aligning strategy with genuine user insight.

2. Insights on Digital Transformation – Jon Reed

Understanding the changing enterprise tech landscape is critical to staying ahead.

Digital transformation isn't only about tools—it’s about evolving how decisions are guided by data and purpose.

3. The Power of Values in Leadership – Dr. Mandeep Rai

Values-based leadership (guided by the "Values Compass") provides clarity amid uncertainty.

Leaders anchored in purpose can navigate disruption with greater trust and impact.

Why It Matters

This episode highlights a powerful intersection: technological innovation meets human-centric leadership. Empathy, digital insight, and principled leadership become the bedrock of exceptional customer experiences, culture, and adaptability in fast-evolving markets.

Final Thoughts

Colleen Bérube models leadership where empathy and digital innovation reinforce customer trust.

Jon Reed underscores that understanding enterprise tech's evolution is pivotal to transformation.

Dr. Mandeep Rai champions values-driven leadership as the guiding force in times of complexity.

Together, they offer a blueprint for impactful leadership—one where empathy, sanity through technology, and values drive organizations forward in a truly human-centered way.

Related Episodes

 

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Monday's Musings: Inside The Five Levels Of Autonomous Enterprises

Cognitive Apps Power The Future Of Autonomous Enterprises

Cognitive applications run mission-critical business systems in a continuous, self-driving, self-learning, auto-compliant, self-securing, and self-healing approach. These AI driven systems intelligently automate transactional systems and processes such as campaign to lead, order to cash, procure to pay, incident to resolution, concept to market, and hire to retire. The goal of an autonomous enterprise is to continuously automate precision decisions at scale. Why? Transactional applications have run their course. Pressure to reduce margins, technical debt, and investment in core systems create tremendous pressure for automation. Customers seek cognitive based approaches in order to build the foundation for AI driven precision decisions. The benefits include less staffing, reduced errors, smarter decisions, and security at scale. The quest for an autonomous enterprise starts with a desire to consider what decisions require intelligent automation vs human judgment.

Inside The Five Levels Of Autonomous Enterprises

Constellation identifies five levels of autonomous enterprises and predicts when these cognitive apps will deliver full autonomy in this $10.35B market by 2030 (see figure 1):

Figure 1. Understand Five Levels Of Autonomous Enterprises

 

Level 1 Autonomous Enterprise: Basic Automation

In this level, the system can provide basic task and workflow automation.

When? Today.

Includes: Basic process automation tools such as BPM, manual instrumentation and control, and intelligent workflow automation

Who’s in control? Humans are still in control and guide many manual steps.

Level 2 Autonomous Enterprise: Human Directed

Level 2 enables human directed automation of business processes.

When? Current state of the art

Includes: Robotic process automation, process mining tools, journey orchestration tools, machine learning algorithms, natural language processing

Who’s in control? Humans direct major decisions, minor decisions automated over time with some effort in training

Level 3 Autonomous Enterprise: Machine Intervention

Level 3 delivers automation with occasional machine intervention

When? The next big thing in 2020

Includes: Cognitive applications, neural networks, GANS models, contextual decisions, and next best actions.

Who’s driving? Humans still on standby, but can be hands-off for periods of time

Level 4 Autonomous Enterprise: Fully Autonomous

Level 4 presumes that the machines can deliver full automation but not sentience

When? Sometime in 2023

Includes: AI Driven smart services, full automation, self-learning, self-healing, and self-securing.

Who’s driving? Machines fully automated

Level 5 Autonomous Enterprise: Humans Optional

Level 5 achieves full sentience and humans may no longer be needed.

When? 2030

Includes: Fully autonomous sentience, empowering precision decisions at scale

Who’s driving? Humans fully optional

The Bottom Line: Expect Level 4 Autonomous Enterprises To Emerge In 2023

The pioneering work with early cognitive applications show exponential progress in achieving Level 4 status by 2023. Organizations will have to rethink how they work with their transactional applications, future data-driven digital networks, and distributed compute and storage environments. The future is autonomous. Machines will deliver services that are continuous, auto-compliant, self-healing, self-learning, and self-aware. The need for greater precision decisions will require connections to data-driven digital networks and for more and more sources of data. This battle for public, private, and shared data will shape who wins in new networked economies that form the future of this autonomous decade (see video).

https://blog.softwareinsider.org/2019/12/23/mondays-musings-the-roaring-20s-and-the-futureof2020/

 

 

Media Name: @rwang0 5 Levels of #AutonomousEnterprise.png
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Lessons from a WFH Freshman

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Welcome to the incoming class at Working From Home! We hope you have enjoyed the first couple of days of orientation.

By the end of the week, this sh!t is gonna get really REAL. So, I thought I’d pass along some of the lessons I learned in my first five months swimming in the deep end.

How Did I Get Here? I entered the WFH class in November 2019 when I joined Constellation Research after 27 years in an office. In the blink of an eye, I went from being in the middle of a culture that expected physical presence in order to be productive into one that allowed for isolation in order to be productive.

If I am being honest, it wasn’t the working part that proved to be the big adjustment…it was the AT home part. Work has muscle memory, especially for a road warrior who is used to adapting workstyle based on what hotel, conference room, airport lounge or connected aircraft you happen to be on. When I got started, I worked as if I was on the road versus not working in an office. But remote work isn’t road work…that was a hard habit to break.

5 Tips Based on My Early Failings. Some of these will sound trite, but for me, they ended up being the difference between getting into a groove versus getting into a funk.

  1. Shower. No, seriously. The act of showering is and of itself a pattern or routine that sparks thinking. A behavioral theorist named Dr. Mihaly Csikszentmihalyi posited that when one is placed in an environment that promotes deep thought and relaxation, creativity can quite literally incubate. This is central to his deeper concept of “Flow” or the state of concentration and engagement when one completes a task that challenges one’s skills. Flow – and the supreme satisfaction that comes from accomplishment – can’t be forced, but it can be sparked.

    A shower can anchor your day. It can spark big ideas. It can make you feel human. Oh…and yes, wearing sweats and PJs all day SOUNDS awesome. But by week 2, it looses its charm. Make a goal of getting fully work-casual dressed at least once a week. It snaps your brain into a different space…and on lockdown day #13…we are ALL gonna need a snap or two.
     
  2. Set aside a space. That’s right…you have to pull a Les Nessman. Get some tape (or at least mentally get some tape) and cordon off something that you deem to be your office. There is a discipline that comes with working in an office – a social construct that limits the distraction and wayward wanderings of a mess in sweats looking for a crumb-free laptop perch.

    When I first started with the couch-as-office route, comfort was clearly the perk of my new surroundings…complete with a reclining leg option, snacks a few steps away and a big TV with lots of shows begging to be binged (you know…as “white noise in the background.) Next thing I knew, I was asleep, hands still on the keyboard, Netflix asking if I wanted to keep watching. The act of walking to a space that is deemed as your official workspace is liberating, even if that space is the other corner of your couch. It pushes you to set boundaries and personal rules. You will find that if you start to respect the boundaries of your workspace, others might get the drift!
     
  3. Set “office hours”, just not from 9 to 5. Those are old numbers trying to fit into a new world. At my old office, we used to position hours as “minimum expectations” as in so we TELL you it is 8:30 to 5:30, but I can’t remember the last time I wasn’t in before 8:30 and I can’t remember leaving before 6.

    But at home, you just are NOT gonna make those minimum expectations. Here’s the secret: IT IS OK. You will find the hours that work for everyone – for the business, for your family and most definitely for you. But again, boundaries are essential. It is easy to think, “Oh who’s clocking me in?” while skimming hours off the clock. Without the social construct, accountability is easy to manipulate.
     
  4. Don’t binge buy gear. You do NOT need the professional grade camera, speakers and microphone to make your Zoom calls work. Most just don’t need the pro-grade studio set up. Honestly, I get by with the camera on my computer. If you are just getting the team together and wanted to play with the virtual backgrounds so it looks like you are in space, you DO NOT need the gear upgrade.

    For me, I needed a keyboard. There is something really “official” about a keyboard. It is the difference between working and working on the road. You may also want to invest in a headset with a microphone so you can stop sounding like you are IN the fishbowl in every conference call. The goal here is to sound and appear professional…not actually BE a home office film maker.
     
  5. Congrats! You are now your office’s CISO. Times of crisis always bring out the best and the worst in people. The worst has already started to come out of the woodwork. Attacks are up, scams are up, hijacking everything from the WHO logo to the Johns Hopkins Corona Virus tracker!

    Every connection, every email, every file should be seen as a threat. Connect with your actual CISO or CIO to get a FULL understanding of security protocols, requirements and options. You may be required to log into corporate IT assets via a virtual private network (VPN)…you may have mandated security apps and programs already on your computer.

    If you have none of those things…go get them. There are lots of great VPN service providers out there that take seconds to set up but secure your connections to ensure that your machine can’t be violated when you finally get to go to that coffee shop with the free (unsecured) WIFI. (Check out ExpressVPN, Surfshark, NordVPN, TunnelBear and for those out there into secure content viewing and, dare I say, torrent streams, you probably already run IPVanish.) Anti-virus and malware protection should be a baseline. Get both. Enable security on your browsers…everyone from Google to Apple have varying degrees of protection and privacy baked in. It takes a village!

You will hit a groove and find a balance between what social media thinks you should do (Enough with the “take the time to tackle those projects you have pushed off like cleaning the attic…this isn’t vacation…it is working people!) and what you can do given your priorities and goals at work.

Several tech firms have opened the gates to let newly minted remote teams have access to the productivity and operational tools that really help remote workers get to work. Check out the offers from folks like Zoho (ZohoRemotely is now being offered for free) and Microsoft (Microsoft Teams is now available with lifted restrictions on user limits).

My colleague Dion also hosted a terrific webcast for folks looking to pick up some real remote working tips from culture change to tech tools from collaboration to productivity platforms. Check it out here: https://www.constellationr.com/media/guide-remote-work-during-covid-19.

Working from home has been my new normal for several months now and I still feel like I’m working out the kinks to get it right. I can only imagine how people feel who got tossed into the deep end this week. Good news is that it IS possible to just start swimming…you CAN just stay afloat until you get your bearings and kick start your flow.

Oh…and most important tip I can pass along: virtual backgrounds are found by opening Zoom, clicking on the gear on the right there…look to the left column menu about halfway down and there it is…you can add you own images. Current mood: padded cell… ‘cuz my new co-worker is a toddler!

Hang in there everyone!

Future of Work