Improving Data Visibility To Drive Better Decisions | 001 Shift Happens
Автор: Shift Happens
Загружено: 2026-03-02
Просмотров: 18
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🎙️ Shift Happens, hosted by Blair Hicken — with Sergio Munoz
In this episode, we explore how mid-market businesses are evolving from static reporting and disconnected systems toward real-time data visibility and disciplined modernization. Drawing on Sergio’s experience leading across multiple entities and regions, the conversation unpacks how dashboards, CRM integration, and finance-led governance are replacing gut feel with decision clarity. We also examine where AI fits — not as hype, but as structured automation that accelerates insight while protecting data integrity. The result is a practical look at how modern leaders shorten feedback loops, improve forecasting, and scale without overbuilding.
🔗 Connect with our guest:
👤 Sergio Munoz: https://www.linkedin.com/in/sergio-munoz-8...
🎧 More from the 'Shift Happens' podcast:
👤 Connect with Blair: https://www.linkedin.com/in/blairhicken/📺 YouTube: / @ShiftHappensWithBlairHicken
#ShiftHappens #AI #Data #CRM #ERP #Dynamics365 #DigitalTransformation #Modernization
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