Listen to the insightful episode of the Insider Series season 2 with Kishore Siva, our Managing Director, as he delves into the growth challenges of small and medium-sized businesses (SMBs) and explores strategic solutions to overcome them. This episode focuses on leveraging AI, Automation, and Outsourcing to drive business growth and enhance customer experience.

As a 25-year veteran of financial services and customer experience, Kishore has led global and regional Customer Experience organizations and attended conferences across the USA and Europe as a guest speaker.

💡 What You'll Learn:

- The top challenges small and medium-sized businesses face today.
- Strategies to overcome these challenges and thrive in a competitive market.
- How leveraging AI, robotics, automation, and outsourcing transforms your business processes.
- Insights into the future of customer experience and digital transformation.

Connect with a leading AI expert and gain valuable insights to help your business succeed. Don't miss the opportunity, to book a call with Kishore Siva: Click here

Stay tuned for more exciting episodes of the Valenta Insider Series!

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Discover the power of data-driven success in the Insider Series Season 2, Episode 4 with Nathan Morris, our Managing Partner and Head of Analytics. 

In this episode, Nathan Morris shares his extensive experience leading and supporting enterprises through software transitions and digital journeys. He provides valuable insights into the latest trends and strategies in the automotive manufacturing and food & beverage industries, offering practical solutions to optimize business processes, enhance profitability, and simplify complex solutions. Nathan also delves into Valenta’s unique consulting model, which provides transformational resources and deliverables previously accessible only to Fortune 1000 companies. 

Why You Should Listen

• Unmatched Expertise: Gain insights from Nathan's extensive experience in leading and supporting enterprises through software transitions and digital journeys. 
• Industry Insights: Learn about the latest trends and strategies in the automotive manufacturing and food & beverage industries. 
• Practical Solutions: Discover actionable strategies for optimizing your business processes, enhancing profitability, and simplifying complex solutions. 
• Unique Consulting Model: Understand how Valenta’s unique consulting model provides transformational resources and deliverables previously accessible only to Fortune 1000 companies. 

Who Should Listen

• Business Leaders and Executives: Looking to drive digital transformation and optimize operations within their organizations. 
• IT Professionals and Project Managers: Involved in ERP implementation and seeking to enhance their project outcomes. 
• Finance and Operations Managers: Interested in improving accounts payable, accounts receivable, and enterprise financial processes. 
• Industry Specialists: Particularly those in automotive manufacturing and food & beverage sectors, looking for industry-specific insights and solutions. 

Don't miss this opportunity to gain insights from a leader who leverages a unique consulting model to deliver transformational solutions once accessible only to Fortune 1000 companies.

Connect with Nathan Morris for more insights into achieving data-driven business success: CLICK HERE

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Stay tuned for more exciting episodes of the Valenta Insider Series!
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Welcome to the 3rd episode of our Insider Series, Season 2!  

In this episode, our Managing Partner, Davidson Hang, hosts fellow Managing Partner and Data Integration Leader, Mark Werner. Together, they delve into powerful strategies to unlock your data's potential and streamline your operations. 

This episode is a must-watch for anyone looking to enhance their data integration and analytics capabilities. 

💡Key Takeaways: 

Data Integration Strategies: Mark shares his insights on effective data integration techniques, including handling data migration, managing pipelines, and ensuring data governance. 

Optimizing Data Use: Learn how to transform and clean data to make it trustworthy and actionable, crucial for building reliable reports and dashboards. 

Technological Solutions: Explore the tools and methodologies, such as API development and software robots from UiPath, that facilitate seamless data integration. 

Real-World Applications: Discover how these strategies have been successfully implemented in various industries, from industrial chemical manufacturing to midsize businesses. 

💡Why Watch? 

Gain valuable insights from a seasoned data integration expert. 
Learn practical strategies to improve your data management and analytics. 
Understand how to apply these techniques to your own business to drive efficiency and growth. 

Connect with Mark Werner for more insights and personalized advice on data integration: https://us.valenta.io/all-managers/mark-werner/

Stay tuned for more exciting episodes of the Valenta Insider Series! 

Subscribe to our Insider series for the latest trends in AI and Intelligent Automation. 
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#dataintegration #businessintelligence #aiandautomation #salesforce  #digitaltransformation #dataanalytics #dataengineers 

Watch our exclusive second episode of the Insider Series Season 2 hosted by our Managing Partner Davidson Hang, featuring our Managing Partner and CEO of Pier Digital Advisory Services, Richard Pierle. As a former CIO and EVP of Global Services and Process Excellence, Richard has led groundbreaking transformations in the tech world.

💡 Why You Should Watch It:
- Unmatched Insights: Dive deep into Richard’s journey of leading a $450MM global IT overhaul, integrating digital modernization, and merging three distinct IT groups.
- Proven Strategies: Learn from the expert who has saved companies over $650 million and reduced infrastructure outages by 95% for top-tier clients.
- Leadership Development: Discover how Richard has positioned over 50 senior leaders for increased responsibilities and success through innovative strategies.

💡 Who Should Join:
CIOs, COOs, and other C-suite executives aiming to increase their AI readiness and address top CEO challenges in 2024.

Don't miss out on this opportunity to gain insights from a seasoned leader who has successfully navigated digital transformation and leadership excellence.

Watch this series to redefine your approach to leadership and innovation in your organization.

Connect with Richard for tailored advice to your specific business challenges:
CLICK HERE

Subscribe to our Insider series to stay tuned for the latest AI trends and Intelligent Automation: CLICK HERE
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Listen to our first Valena Insider Season 2 series hosted by Managing Partners Davidson Hang and Sabina Zafar to explore how Artificial Intelligence (AI) and Intelligent Automation (IA) can revolutionize business operations and drive innovation. Discover how AI and IA enable various industries to enhance efficiency, optimize performance, and foster growth.

💡 Event Highlights:
- AI in Business: Real-world examples of successful AI integration.
- Strategic Implementation: Identify key areas for AI benefits and scale initiatives.
- Operational Efficiency: Streamline operations and optimize supply chains with AI.
- Customer Experience: Improve engagement with AI-driven tools.
- Competitive Advantage: Use predictive analytics for strategic decision-making.
- Future Trends: Embrace emerging AI technologies.
- Navigating Challenges: Address adoption challenges and maintain ethical standards.

✨Takeaways:
- Practical AI integration strategies.
- Maximizing ROI from AI investments.
- Understanding AI's transformative potential.

Don't miss out on this opportunity to gain valuable insights into leveraging AI for business success. Connect with our partners to understand how AI can drive business excellence and growth: https://us.valenta.io/find-managers/

Stay tuned for the latest trends in AI and Intelligent Automation.
For more information please visit our website - https://valenta.io/
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We are delighted to hear about our client’s journey with Valenta!

'The insider – 'Scaling a Real Estate Business Using a Virtual Team.' 

Valenta welcomes clients' feedback to ensure constant improvement, further innovation, that we are surpassing industry standards, and providing the utmost in client satisfaction. 

Howard Barouxis speaks with GDF Properties to discuss their journey with Valenta, the ways Valenta’s services have benefited them, challenges they have overcome in their business, successes they accomplished and the collaboration to build a healthy relationship.

During the interview, Juan shared that it was perfect timing when GDF Properties met Valenta. The company was brainstorming options for operational restructuring, process transformation, modernization, and staff augmentation. At that time, they found Valenta to be unique compared to other options, as it provided the best value proposition for the company.

Valenta works closely and within the same time zone as our clients with a resourceful team on the ground, which clients appreciate. We take care of our client's comfort and give them a local touch.

The core area where Valenta benefits GDF Properties was staff augmentation for accounts and finance functions. Our well-equipped, technically expert, and experienced staff helped them with bookkeeping tasks, overseeing accounting activities, and leading the accounts department, which helped in the productive use of their budget.

Valenta proved to be an incredible partner for our clients by taking over complete operational activities and helping clients to think more strategically, focus on core business areas to execute process efficiently, and improve productivity by implementing technologies, digital transformation, and process consulting.

Valenta’s relationship with GDF Properties began a year ago, and we are successfully continuing to grow with them. 

Valenta is always there for you and invested in your success! 

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For more information please visit our website - https://valenta.io/

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Kishore Siva, Valenta Managing Director sits down with Charlie Dawson, Author of "Customer Copernicus" and Founder of the Foundation Consultancy to talk about his new book, and how the Foundation Consultancy helps organizations become more customer-led.

https://www.the-foundation.com/
Get the book! Amazon.com: The Customer Copernicus: 9780367564636: Dawson, Charlie, Meehan, Seán: Books

For more information visit https://valenta.io/ 

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How many hours a day do you or other individuals of your organization spend preparing Excel spreadsheets? What if you didn't have to spend any time preparing those spreadsheets? Imagine if the reports that take hours to build are refreshed and ready to be analyzed when starting up your computer first thing in the morning.

Cole Solomon of Rural Route 1 and Nate Morris, Managing Partner at Valenta will discuss a prime use case of how one SQL script saves Rural Route 1 hours a day from Excel data prep. Additionally, Nate will discuss how to leverage the Extract, Load & Transform (ETL) process to develop analytic reports and dashboards.
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Gary Gardner, President of Life & Wealth Advisors has 47 years of business experience supporting clients during their biggest life transitions. During this Insider, Gary will share insights, industry trends, and his journey with Valenta through a Q&A session with Managing Director, Richard Nohe.  

Some topics they cover include:
✅ What were the motivations for moving offshore? 
✅ What has worked well with the offshore team?
✅ Any best practices in managing an outsourced team?
✅ Any entrepreneurial wisdom you can share about running your own business?

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 Host: Manoj Srivastava, Managing Partner, Valenta
Guest Speaker : Kishen Kavikondala, Venture Partner, Dallas Venture Capital

To remain competitive in the global marketplace, the manufacturing companies must drive efficiencies by streamlining their operations, reducing supply chain cost and improving quality.  A candid conversation between Kishen Kavikondala of Dallas Venture Capital and Manoj Srivastava of Valenta on how the technologies of Artificial Intelligence and Machine Learning are enabling the manufacturing industry on the factory floor as well as in the front office to remain competitive.

For more information please visit our website: www.valenta.ai

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Vivek Singh, Co-Founder of Hopstack will speak with Jake Day and Howard Barouxis of Valenta on how businesses can transform their warehouse to keep up with the growth of e-commerce.

Attend this meeting to learn:

✅     How warehouses have dealt with the immense pressure of keeping up with the explosion in e-commerce 

✅     Changing consumer expectations around order accuracy and delivery speed

✅     Changes in fulfillment processes warehouses have had to adopt

✅      Robotic automation to improve productivity and reduce errors 

✅        How to best use labor’s time to maximize output in terms of picking, packing, sorting, etc.

For more information please visit our website
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Twitter: https://twitter.com/Valenta_io

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LinkedIn: https://www.linkedin.com/company/9363... 

Speaker: Jake Day, Valenta Managing Partner

What level of process maturity does your organization operate at? Are your processes documented? Are you measuring and managing process performance? Do you have a framework to continuously improve your processes and ensure they stay "Best In Class?" 

In this webinar, we will define Business Process Management as it applies to small and midsize organizations and provide straightforward guidelines to assess at what level of maturity your processes operate. We will then introduce a simple approach for taking your business processes from any level of maturity to the highest level of maturity using a framework called The Business Process Maturity Accelerator. In addition, you'll learn how the Business Process Maturity Accelerator can put your organization on a hyper-innovation journey with minimal disruption to your operation.

For more information please visit our website
          https://us.valenta.io/

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Join host Mike Taylor as he speaks with Ganesh Gandhieswaran, CEO and Co-founder of ConverSight.ai on AI assistant Athena and how it helps businesses strike the perfect balance between forecasting and meeting customer demand by maintaining the right amount of inventory, at the right place and time, without incurring shortages or wasting capital. 
 
What do you learn? 

✅   Benefits of transforming your relationship with data through data stories          
       told by AI assistants
✅   Case studies of successful supply chain deployments
✅   Best practices for successful use of conversational AI in supply chain    
       management

Ganesh has led award-winning Enterprise Information and Analytics teams for 18+ years. He has played various roles in Solution Architecture, Business Development, Customer Relationship, Delivery, and Operations management. Prior to founding ConverSight.ai, Ganesh was the Senior Director of Analytics and Information Management for Cognizant Technology Solutions, a leading global systems integrator in the IT services space.

For more information please visit our website
          https://us.valenta.io/

Twitter: https://twitter.com/Valenta_io

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LinkedIn: https://www.linkedin.com/company/9363...

Kishore Siva, Valenta Managing Director, speaks with Chris Andrassy and Alfsonso Albuquerque, Co-Founders of Astral Consulting Group, about why Data and Analytics are critical for Business Owners to Consider.
Christopher brings his passions for technology, engineering, and creative design to develop flexible solutions for clients. Alfonso leverages his unique technical skillset and passion for enabling technology education to build impactful solutions for clients.

Ted Stone, Managing Partner at TechCXO, will help lift the curtain on what fractional executives do, how they work with business owners, and when the right time to consider one is. 

Operating a business competitively requires having the right people in the right positions at all times. However, finding the right people to blend within the culture in today's market is exceedingly difficult.

For years, many organizations used and still use part-time labor in sales, marketing, and administration. However, senior leaders can be found part-time too.

Until relatively recently, the terms ‘part-time,’ ‘outsourcing,’ and ‘fractional’ were almost unheard of when applied to executive roles. However, an impressive cross-section of companies — from bootstrapped startups to Fortune 500 businesses — are pivoting to part-time leaders. The arrangement is often optimal for both parties. Startups that don’t have the resources can work with an experienced professional without all of the costs associated with a full time executive.

The business can fill the talent gap in the organization by having an experienced C-Level executive on the team. Whether it’s a CIO to help drive technology or a CFO to manage the finances, the business can employ a highly skilled individual to help push the business to the next level.

Host: Kishore Siva
Guest: Ted Stone

If ever there was a time for an organization to truly commit to digital transformation, this is it. Financial Planners face new challenges in the way they manage workflow, communicate with co-workers and clients.

Digital transformation within financial sector first started with the digitizing of monthly statements to go paperless. Since then, leaders in finance have taken notice and have moved quickly to propel their businesses toward digital transformation, placing a large emphasis on speed, intuitive supplier, cost reduction, and ease of use.

As digital practices have matured, it has become increasingly clear that many organizations’ legacy back-office systems and processes are not currently able to deliver a scalable level of service excellence.

As many companies get used to the new normal, it is more important than ever to make sure your finance organization is recession-proof. The pace of digital transformation has rapidly accelerated under the new normal, and it is evidently clear that the key to business resiliency begins with Digital Intelligence.

In this session, our expert speakers will address the following:

✅ The increasing importance of digital transformation in finance
✅ The new normal for finance organizations
✅ The benefits of Digital Intelligence
✅ Best practices to achieve digital transformation within the finance sector, and much more!

Host:
Richard Nohe, Managing Director at Valenta

Guest Speakers:
Shyam Ganesh, Certified Financial Planner & Managing Partner at Valenta
Bill Savellis, Financial Advisor & Managing Partner at Valenta 

 With increasing disruptions to supply chains, heightened customer expectations and demand, and trouble securing workforce capacity, leaders intuitively know they need to embrace automation and digitally transform their operations.  Many find this task overwhelming, not knowing where to start or what ROI to expect.  RPA/AI automation need not be scary and does not require massive investment of time or resources.  Implementing your first digital worker can be very straightforward and extremely cost-effective, delivering measurable, sustainable results within a few months.

Guest Speaker: Michael Taylor, Managing Partner at Valenta

As Managing Partner at Valenta, Michael brings over 22 years of expertise providing strategic, financial, and operational leadership–including an extensive background in Financial Analysis, International Business and Competitive Intelligence for organizations like Amazon and PWC.  More recently, Michael served as Director of Operations at the leading global ecommerce company, having launched and led multiple warehousing and distribution centers across the United States.  Prior to Amazon, Michael was an Operations Executive in oil and gas, scaling a global aftermarket services and product distribution business in various geo-markets all over the world. Michael is instrumental in streamlining identified sector activities, introducing process improvements, and enhancing efficiency at all levels

Prior to partnering with Valenta, Michael worked as a consultant with one of the Big 4 and spent more than eight years on active duty as an officer in the U.S. Army.  He has an MBA in Global Business and earned his bachelor’s degree from the United States Military Academy at West Point.

Schedule a Meeting with Michael

 Join Valenta Insider Series host Kishore Siva as he welcomes Michael Reeder, CPA (Managing Partner at Swartz & Reeder Advisors) for a session on Year-End Tax Planning for Business Owners.

As we approach the end of the year, business and franchise owners have a number of ways in which they can manage their tax planning. For newer owners, there are a variety of options they can consider, which are different from being a W2 employee.

Key learnings will include:

• How to stay organized for tax season
• Preparation tips & tactics
• Utilizing the right support & programs 

Host: Kishore Siva, Managing Director at Valenta

Guest Speaker: Michael Reeder,  CPA and Managing Partner at Swartz & Reeder Advisor 

 The ongoing COVID-19 pandemic has brought the immense pressure the healthcare system is under into sharp focus. Recent dynamics are compounded by the industry’s efforts to adopt newer ways of working and digitizing patient records while implementing automation throughout their business processes to increase overall efficiency and productivity.

This session is going to cover three key areas:
✅ Everyday pain points of medical practices, Lessons from COVID-19
✅ The automation solutions and technological implementation
✅ Adoption and impact 

 Host: Alan Peck, Managing Director USA of Valenta 

Guest:
Shan Mukundan, Managing Partner of Valenta

Digital disruption is happening all over the life insurance industry. Are you leveraging this to your benefit?

Learn how the most forward-thinking insurance advisors are leveraging technology, automation, and delegation to grow their revenue.

✅ Learn several lessons from digitizing insurance practices during the COVID-19 era – shared by Finaeo
✅ Discover how this digitization is enabling delegation of the mundane so advisors can focus on relationship growth – shared by Valenta 
✅ Uncover how implementing automation can elevate your advisory practice into a more valuable, highly saleable business – shared by Valenta 

Host:  Kyle Langstaff,  Business Development Director at Finaeo Inc. 

Guest:
Shyam Ganesh, Managing Partner of Valenta

 There have been a lot of shifts happening as a result of the pandemic: people have new shopping behaviours, they’re discovering products differently, engaging with retailers and businesses in new places, on new channels, and in new ways that are requiring brands and organizations to evolve their thinking around talking to their clients. Don’t miss the opportunity! Excel your business online across Digital Marketing Channels - SEO, SEM, SMO, SMM to reach wider target audience and maximize the Conversion Rates!

This session is going to cover three key areas:
✅ Social Media Platforms, Tactics & Trends
✅ Digital Marketing Transformation
✅ Crisis Communications, Lessons from COVID-19

 Host:  Kishore Siva, Managing Director at Valenta

Guest Panelist:
 Paula McLean, Head of Marketing at Valenta 

 The most promising solutions for businesses are ones that leverage Conversational AI to drive performance and efficiency. AI-powered insights enable leaders to easily pinpoint what holds their companies back, so they can supercharge their teams — and everyone in the future. Join Valenta and Paul McGann from OneReach.ai where they will discuss how leaders and businesses of all sizes can leverage Conversational AI to accelerate growth and exceed revenue targets.

Specifically, you will learn:

✅ The current state of Conversational AI
✅ Obstacles stopping companies from having a 100% conversational platform
✅ How companies are utilizing Conversational AI and their success
✅ Tips to build a great Conversational AI experience 

 Host:  Howard Barouxis, Managing Director of Valenta 

Guest: Paul McGann,  International SVP at OneReach.ai 

Find out how to Secure Clients for Life with David Sanders, leading Business Coach. David will be unveiling his top tips on how to create brand advocates every day of the week. 

David Sanders has been a Vice President of Sales & Marketing over his career and brings a stellar history of sales leadership success from small VC-backed firms to some of the world’s most successful companies, specifically in the enterprise software technology space.​

David is passionate about leading sales teams, earning a reputation as a growth catalyst based on his success in leading strategic sales cadence and launching new brands.
​
As Vice President of Sales he oversees sales activity, assists our franchises in achieving revenue targets, designs new and more effective sales strategies, and works to market and promote company products and services. 

SmartSheet® is a dynamic workspace that empowers teams to manage projects, automate workflows, and rapidly build new solutions—using no-code tools they love, and backed by the security IT needs. 

Learn your work style and do more fruitful work!

Working remotely with a team can be challenging: it can be hard to pull together all the different work styles into a productive and efficient whole. It helps to understand all the ways that people work and how their style might complement your own.  In this expert session, we’ll be bringing you expert advice on productivity, efficiency and collaboration. 

 Host:  Paula McLean, Head of Marketing at Valenta

Guest Panelist:
Michelle O'Shanassy,  APAC Channel Leader at SmartSheet® 

 4 Reasons People Don't Buy - Hosted by Paula McLean (Head of Marketing at Valenta) and presented by Chris Colbert (CEO of Greenlight).

Chris Colbert has spent 25 years as a sales and marketing specialist, successfully growing business as an executive in some extremely competitive industries, as well as growing several of his own businesses.

Chris developed a unique style based on his ongoing practice as a salesperson and business developer.  Harnessing our knowledge of human and buyer behaviour Chris provides skills and strategies that will stay with you for life.  Skills that crossover from sales into the negotiation, client management, marketing, and general business management, are provided in a format that has a proven track record for retention and implementation. 

 Host:   Paula McLean, Head of Marketing at Valenta 

Guest: Chris Colbet, CEO of Greenlight