Let’s Talk

Year: 2025

  • Cornell Files: Paper to Electronic

    Cornell Files: Paper to Electronic

    The transition from paper to electronic formats significantly transformed work capabilities within the Telecom Expense Management (TEM) industry. For decades, large corporations like Liberty Mutual and Sherwin-Williams received dozens of bankers’ boxes filled with their monthly corporate telecom invoices. These documents required manual review and auditing prior to payment, often leading to unchecked errors and overcharges amounting to thousands of dollars not to mention the time required for processing, late fees and interest.

    Digital transformation in this came by way of formats such as CDs, DVDs, Web Portals and Electronic Data Interchange (EDI). These formats eliminated the need for physical storage ultimately reducing shipping costs. Additionally environmental sustainability improved by reducing paper usage. It introduced and enhanced data and data integrity. Unlike paper invoices that could be misplaced, destroyed or unnoticeably stolen, sensitive information—like user detail call records and telecom inventory reports — were able to be securely transmitted and stored digitally. This minimized risks of data breaches and improved compliance with security protocols. The concept of permissions was also introduced to protect data access.

    The transformation showcased three key opportunity modes: the future of work, new business models, and management philosophy. The manual invoice processing to electronic handling was the foundation of future of work, elimination of the need for Optical Character Recognition (OCR, data could be directly imported into databases like Excel or SQL. New business models emerged, enabling Business Process Outsourcing (BPO) and Managed Services tailored to electronic data management (EDM). Additionally, management philosophy shifted from physical data handling agreements to robust cybersecurity protocols, emphasizing data governance, storage, and destruction policies.

    This evolution not only streamlined operational efficiency but also redefined how businesses approach data management, security, and process optimization in the digital age.

    This was my beginning in Implementation – I’ve seen a lot, a lot, I’ve enjoyed so much of this journey and cannot wait to help you place the next piece of the puzzle in your Digital Transformation.

  • Cornell Files: AI Agents in Healthcare

    Cornell Files: AI Agents in Healthcare

    How Advancements and New Technologies Are Changing the Way We Do Things

    Case in Point: Healthcare

    AI agents in healthcare represent a significant advance in digital technology that is transforming patient care delivery and medical decision-making. These systems are revolutionizing healthcare by enhancing diagnostic accuracy, preventing medical errors, and creating more personalized patient experiences.

    As medical assistants, AI agents have fundamentally changed healthcare delivery by analyzing complex datasets including test results, medical histories, and symptoms to suggest diagnoses and treatments. This represents a shift from traditional manual review processes to data-driven decision support. In radiology, for example, AI agents detect anomalies in medical imaging with high precision, supporting faster and more accurate diagnoses. Particularly significant is their role in preventing prescription errors by identifying potential drug interactions and patient allergies – an advancement that directly addresses the common problem of patients being prescribed medications despite known allergies and contraindications.

    This advancement was enabled by several core technological developments:

    • Enhanced computational power to process vast medical datasets
    • Advanced machine learning algorithms capable of pattern recognition
    • Improved sensing technologies for medical imaging and monitoring
    • Natural language processing for analyzing medical literature and patient records

    Looking forward, AI agents show promise in personalizing healthcare delivery by matching patients with compatible healthcare providers based on various factors including patient ratings and treatment approaches. However, it’s crucial to implement these systems thoughtfully to avoid the pitfalls seen in other automated customer service systems, maintaining the human element in patient care while leveraging AI’s analytical capabilities.

    Reference: Forbes. (n.d.). How AI agents are transforming healthcare with efficiency and security. Forbes. 

    https://www.forbes.com/sites/davidchou/2025/01/28/how-ai-agents-are-transforming-healthcare-with-efficiency-and-security

  • Cornell Files: Opportunity to Create Change

    Cornell Files: Opportunity to Create Change

    How Google Notebook LM is Revolutionizing Note-Taking with Generative AI

    Question: Identify a specific technology that enabled an opportunity mode as well as what mode the opportunity is, and explain how the change improves how things were done before

    Technology in Focus: Google Notebook LM

    • Future of work
    • New business models
    • Management philosophy

    Google’s Notebook LM is transforming the way we manage and interact with information. Instead of just storing documents (videos, pasted entries, everything except images), it reads and analyzes the content, enabling me to ask questions and pull relevant answers directly from the material. This is essentially a trained model…except its something different, perhaps its own niche. Whatever we call it, it makes research faster and more interactive, allowing me to quickly access important insights and references without scrolling through endless pages.

    What sets Notebook LM apart is its preset ability to generate content such as FAQs, summaries, or briefings based on the documents you upload. This feature streamlines the process of understanding complex subjects and saves valuable time. For example, I can add a link to a meeting recording or transcript. Almost instantly I’m able to access specific details, ask for clarifications, and even explore alternative explanations on a topic…The source documents are the ones I choose. That’s also a differentiator. It provides the ability to input or reduce noise from views that aren’t applicable. At the time time if I want a broad range of ideas and inputs, I can add them in.

    My favorite feature is the Audio Overview, hands down. Rather than just presenting information, the feature has an AI simulated human-like dialogue about the topic(between 2 bots in crystal clear podcast quality) providing a deeper understanding of nuances and perspectives I may have missed. This makes it feel like I’m having a discussion about the material, which is especially valuable for complex or detailed topics, especially because I can join in! That’s right, the user has the ability to join into the discussion – interrupting the “podcast” and becoming a part of the scene.

    All three opportunity models are present with this tool. The  Future of Work – changes to how we interact with and learn from information; New Business Models because there are new possibilities for creating managed or personalized services enabled through premium model sharing; and Management Philosophy this may just disrupt how assessments are done, measuring how well students use (think critically) and recall information based in their Notebook rather than traditional paper grading.

    Bonus Thoughts: Ironically, I don’t think this is an endgame product for Google. I believe they’ve launched Notebook LM as useful utility but also to collect data—users are essentially supplying them with documents they might not have had access to before. If you’re using the free or lower-tier models, Google is permitted to use that data.  in fact its at the enterprise level where full protections kick in.  While the tool is incredibly valuable, this subtle collection of information feels a bit sneaky, and I think Google is betting on the fact that people won’t mind, as the tool is like a swiss army knife for content organization and repurposing…in ways we didn’t know we needed. 

  • Shrewd Serpents Circle 2025

    Shrewd Serpents Circle 2025

    Shrewd Moves for Visionaries

    The Shrewd Serpents Circle Registration is Now Open!

    As we enter the Year of the Snake 🐍 it’s time to channel the wisdom, discernment, and strategic mindset the slithering serpent represents. The Shrewd Serpents Circle is a space for thinkers, innovators, and doers who know that the right ideas at the right time can change the world.

    But this isn’t just about ideas—it’s about shrewd execution.

    What is the Shrewd Serpents Circle?

    A space where visionaries like you can:

    • Access Exclusive Ideation: Collaborate on bold concepts with real potential.
    • Refine Strategy: Leverage my expertise to sharpen your ideas into actionable opportunities.
    • Join a Network of Innovators: Connect with those who value strategy and wisdom as much as creativity.

    This isn’t your average brainstorming group. This is where shrewd minds meet powerful ideas to create real impact.

    Why Join?

    Because in the world of innovation, it’s not about who dreams the loudest—it’s about who moves the smartest. The Shrewd Serpents Circle is for those who know the value of thinking differently and moving strategically.

    🔥 Limited Enrollment Opens Soon

    If you’re ready to think boldly, act wisely, and move shrewdly, this is your invitation.

    Click below to join the Circle:
    Register Now

    Let’s make this the year your ideas transform into your purpose.


    Good to know

    Frequently Asked Questions

    What does the Year of the Snake mean?

    According to Chinese astrology, the Snake symbolizes intelligence, mystery, and renewal. In 2025, the Wood Snake will bring new opportunities for growth and change. The 2025 Lunar New Year ushers in the Year of the Wood Snake, a time filled with deep cultural meaning and significance.

    What is a Shrewd Serpent?

    Serpent is another word for snake. Its actually Biblical to that we ( as business owners and entrepreneurs) be shrewd “Shrewd as the serpent, lovely as a dove” Matthew 10:16, which means to be both clever and discerning (applying to technology) So we’re sharpening the innovation needle.

    Is this an in person event?

    No – this is a virtual series lasting all year. Registration is available for an annual commitment or monthly. Monthly tickets provide 2 sessions.

    What does pricing include?

    Pricing is monthly (2 sessions monthly) or annual (all 24 sessions included + bonuses). Annual subscriptions include a complimentary Techniverse Studio for your business/nonprofit and 2 consultations.
    ✅ Week 1 – Hands-on AI & tech exposure
    ✅ Week 2 – Group ideation & collaboration

    How are ideas protected?

    Due to the innovative nature of the sessions and to spur ideation, ALL participants must sign mutual nondisclosure and confidentiality agreements before attending sessions. Membership will be revoked if agreements are not completed beforehand.

  • Wipe Out: Selling Your Phone Without Wiping It…Isn’t Smart

    Wipe Out: Selling Your Phone Without Wiping It…Isn’t Smart

    Why Selling Your TikTok Phone Without Wiping It is a Privacy Disaster

    Face it, digital privacy is already on life support, the latest tech trend is downright reckless. With TikTok facing bans and restrictions, some people are selling their old phones with the app still installed for absurd amounts—up to $50,000. But here’s the real problem: selling a phone without properly wiping it isn’t just careless, it’s an invitation for identity theft, fraud, and cyberattacks.

    Your Data is Already a Goldmine

    TikTok, like most social media platforms, collects a vast amount of personal data. This includes location, device information, browsing habits, and even biometric data. If you’re selling your phone without wiping it, you’re not just giving away access to TikTok—you’re potentially handing over your entire digital footprint to a stranger. That’s a gold mine for bad actors looking to exploit personal information.

    Your Accounts, Messages, and Personal Info are at Risk

    Most apps, including TikTok, keep users logged in even after a phone is sold. If you don’t perform a full factory reset, the new owner might gain access to your social media, emails, banking apps, and other sensitive data. That means they could impersonate you, steal money, or even use your personal details for malicious purposes.

    Cybercriminals Love Second-Hand Devices

    Hackers actively look for second-hand devices that haven’t been wiped properly. A used phone with login credentials, saved passwords, and personal messages is a jackpot for cybercriminals. Even if you think you’ve logged out of most accounts, residual data can often be recovered using simple software tools.

    A $50K Risk That Could Cost You More

    Selling a phone with TikTok still installed might seem like a lucrative opportunity, but if your personal data is stolen, the consequences could be far worse than the profit you make. Identity theft, financial fraud, and even legal troubles could follow if someone misuses your accounts.

    How to Sell Your Phone Safely

    If you really must sell your phone, follow these steps to protect yourself:

    1. Back Up Important Data – Save your contacts, photos, and files elsewhere.
    2. Factory Reset Your Device – Completely wipe all personal data.
    3. Remove the SIM and SD Cards – These often store personal data.
    4. Log Out of All Accounts – Ensure nothing is left connected to you.
    5. Manually Check for Residual Data – Some apps may still retain cached information.

    The Bottom Line

    Selling a phone without wiping it is a privacy disaster waiting to happen. From exposing your personal messages to risking financial fraud, the dangers far outweigh any potential profit. Before you cash in on the TikTok phone craze, ask yourself: is making a quick buck really worth putting your entire digital life at risk?

    The answer should be obvious.

  • You Might Be A Tall Poppy

    You Might Be A Tall Poppy

    The Mind Shift Divide: Four Key Factors Explain Why They Think You’re Crazy, and Why You’re Probably Not!

    Innovation and entrepreneurship are the lifeblood of progress, yet those who dare to build and create often encounter resistance from unexpected places. This resistance is not just rooted in external challenges but also in the mindsets of the people they encounter. As an innovator, a small business owner, or the founder of a nonprofit, understanding the psychological and social dynamics at play can make navigating these challenges less personal and more strategic. In other words – you’re (probably) not crazy! Discover these four key factors—Tall Poppy Syndrome, Crabs in a Bucket Mentality, Gaslighting, and Perception Bias—offering insight into why some people resist or struggle to embrace new ideas or ambitious efforts and tell you you can’t do it!

    1. Tall Poppy Syndrome: Resentment Toward Excellence

    Tall Poppy Syndrome refers to the tendency to cut down individuals who achieve or aspire to greatness. For innovators and founders, this mindset often shows up as skepticism, criticism, or outright hostility. Those who embrace this mindset might frame ambition as arrogance or dismiss innovative ideas as unrealistic.

    How It Plays Out:

    • A small business owner launches a cutting-edge product or service, and instead of celebrating their success, peers may downplay it or suggest they’ve “forgotten their roots.”
    • Nonprofit founders face backlash for professionalizing their organizations, as if paying staff or scaling efforts undermines their mission.

    Mind Shift Tip:

    Frame your success as a shared win. By showing how your growth benefits the community, you can counteract some of the resentment associated with rising above.

    2. Crabs in a Bucket Mentality: Pulling Others Down

    The Crabs in a Bucket Mentality describes the phenomenon where individuals in a group attempt to hinder someone from climbing out of shared limitations. For founders and innovators, this mindset can feel like others are actively trying to derail progress—whether through gossip, lack of support, or subtle sabotage.

    How It Plays Out:

    • A small business owner struggles to rally community support because others see their ambition as a threat or a reminder of their own inaction.
    • Innovators in nonprofits face resistance when introducing new models, as some stakeholders cling to traditional ways of operating.

    Mind Shift Tip:

    Surround yourself with like-minded individuals who believe in collaboration over competition. Building a supportive network helps drown out the voices trying to hold you back.

    3. Gaslighting: When Doubt Becomes a Weapon

    Gaslighting happens when people manipulate situations to make you question your own reality, often as a defense mechanism against change or discomfort. For innovators, business owners, and nonprofit founders, this can show up as others downplaying your achievements, twisting facts, or making you feel unreasonable for expecting better.

    How It Plays Out:

    • A business owner presents a bold idea, only to be told they’re being “too ambitious” or “out of touch with reality.”
    • A nonprofit founder pushes for modernizing operations, but critics act as if they’re betraying the mission rather than strengthening it.
    • An entrepreneur demands fair pay for their work, and suddenly, they’re accused of being greedy instead of valuing their worth.

    Mind Shift Tip:

    Trust your instincts. When you recognize manipulation, stand firm in your knowledge and surround yourself with people who acknowledge your vision instead of undermining it.

    4. Perception Bias: When Experience Shapes Belief

    Perception Bias is the tendency to interpret information based on prior experience. For someone unfamiliar with innovation or entrepreneurship, subpar efforts may seem groundbreaking simply because they have no frame of reference for excellence. Conversely, they may struggle to grasp the value of truly innovative solutions.

    How It Plays Out:

    • A groundbreaking business model is dismissed because stakeholders can’t envision how it fits into their current understanding of the market.
    • Nonprofit founders encounter resistance to new programs because donors or board members perceive “what worked before” as the only viable path forward.

    Mind Shift Tip:

    Educate and inspire. Take the time to explain the “why” behind your approach, using relatable examples to bridge the gap in understanding.

    Why This Matters for Innovators and Founders

    Recognizing these four factors is crucial for anyone leading change. These mindsets are not necessarily about you or your work—they often stem from personal insecurities, limited exposure, or a fear of the unknown. By addressing these underlying dynamics, you can create strategies to navigate resistance and build bridges.

    Key Takeaways:

    • Resilience: Don’t take resistance personally. Understand the psychological and social forces at play.
    • Empathy: Recognize that resistance often comes from fear or a lack of understanding.
    • Strategy: Build a network of supporters who share your vision and can help you advocate for it.

    As an innovator, small business owner, or nonprofit founder, your ability to rise above these mindsets isn’t just about perseverance—it’s about shifting the narrative, creating allies, and staying true to your vision. Progress is never easy, but it’s always worth it – especially for your Digital Transformation.

  • Preparing for Digital Transformation, From the Inside Out

    Preparing for Digital Transformation, From the Inside Out

    As we step into 2025, the pace of technological advancement continues to reshape industries. Whether you’re preparing for the next leap in artificial intelligence, the rise of the Metaverse, or the integration of blockchain into everyday operations, digital transformation requires more than just technical know-how. It demands intuitive, forward-thinking leadership.

    New Year Digital Transformation Advice:

    5 Ways to Enhance Your Leadership Intuition for 2025

    The following five strategies will help you strengthen your leadership intuition, making you better equipped to navigate the complexities of digital transformation:


    1. Work in Your Zones of Genius

    Your “zone of genius” is where your natural talents and passions intersect. Identify the areas where you excel and focus your energy there. By prioritizing tasks and projects that align with your strengths, you not only achieve higher productivity but also inspire confidence in your team.
    Action Tip: Delegate tasks that fall outside your expertise and double down on honing the skills that make you indispensable.


    2. Explore Opportunities Before You

    Digital transformation is full of new tools, platforms, and methodologies. Leadership intuition grows stronger when you actively explore these possibilities instead of shying away.
    Action Tip: Schedule time to attend webinars, demo software, and network with thought leaders in your field. Stay curious and open to innovation.


    3. Determine the Root Causes of Issues

    In the chaos of implementing digital transformation, it’s easy to put out fires without addressing their underlying causes. Strong intuition is grounded in clarity and understanding.
    Action Tip: Before making decisions, use methods like the “5 Whys” to get to the heart of the problem. This practice can prevent costly missteps.


    4. Analyze Your Past Successes

    Your leadership intuition is built on experience. Reflecting on what has worked in the past—and why—helps you make smarter, faster decisions.
    Action Tip: Create a success journal documenting major milestones, the decisions that led to them, and lessons learned. Patterns will emerge, sharpening your instincts.


    5. Listen to Your Gut Instincts

    Sometimes, the most data-driven decision doesn’t align with your instincts. Digital transformation leaders must learn to trust their gut while balancing it with analytics.
    Action Tip: Practice mindfulness or journaling to tune into your inner voice. When facing tough decisions, ask yourself, “What does my intuition tell me?”