B2B Automation Spotlight

Software Oasis
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B2B Automation Spotlight™ is the podcast for founders, operators, and revenue leaders who want to scale with business process automation, AI, and no‑code workflows. Each weekly episode dives into real‑world automation use cases, from marketing and sales to customer success, finance, and operations. ​ Hosted by Michael Bernzweig of Software Oasis, the show features in‑depth conversations with B2B leaders, automation architects, RevOps pros, and SaaS builders who share how they design, implement, and optimize automated systems. Learn how to map processes, choose the right tools, and connect your tech stack so data flows seamlessly across CRM, marketing automation, support, and back‑office platforms. ​ If you care about B2B automation, AI agents, workflows, and integrations, you’ll discover practical frameworks, step‑by‑step playbooks, and stack breakdowns you can apply immediately to reduce manual work and unlock scalable growth. Subscribe to get actionable insights on workflow automation, AI copilots, Zapier/Make, CRM automation, lead routing, onboarding sequences, and internal ops dashboards every week.

  1. Sep 14

    Brad Levy on Revolutionizing Compliance with AI at ThetaRay

    Introduction Brad Levy's early career in fintech Overview of ThetaRay's mission The importance of AI in compliance Interview Brad's journey from banking to AI leadership Early challenges with e-commerce at Goldman Sachs Evolution of fintech technologies Presentation Transitioning from rules-based to risk-based systems Importance of unsupervised machine learning The role of AI in detecting financial crimes Panel Q&A Audience questions on AI implementation Discussion on system fatigue and adaptability Insights on AI transparency and decisioning Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. Sep 5

    Elliott Lorenz on Transforming Consumer Lending with Edge Focus

    Introduction Elliott's pivot from high frequency trading to consumer lending The role of data in transforming underwriting Promise of understanding Edge Focus's impact Interview Elliott's journey and founding Edge Focus Challenges in consumer lending Importance of technology and patience Presentation Data-driven underwriting beyond FICO scores Edge Focus's credit engine and its capabilities Maintaining quality and compliance in lending decisions Panel Q&A Audience questions on data validation and fairness Challenges of scaling while maintaining returns Insights into integrating technology in traditional industries Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. Aug 21

    Yoni Michael on Empowering AI Agents with Context for Enterprise Data

    Introduction Yoni Michael's journey from Coolan to TypeDef The challenge of AI agents hitting a wall Recorded live at Software Oasis AI Summit Interview Yoni's career path and insights Founding of Coolan and acquisition by Salesforce The inception of TypeDef in response to AI trends Presentation Importance of semantic context in AI Why AI agents fail without persistent memory Bridging the gap with typed objects and runtime behavior Panel Q&A Real audience questions from the Software Oasis AI Summit Discussion on implementing semantic context solutions Expert insights on AI in enterprise data environments Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. Jul 27

    Navigating AI Risks with Trevor Horwitz from TrustNet

    Introduction Trevor's tech journey from Johannesburg Early influences and mentors Initial steps into cybersecurity Interview Importance of product market fit Early-stage company challenges Hustling for first customers Presentation Hidden AI in business systems Risks of AI without accountability Importance of AI governance Panel Q&A Audience questions on AI integration Accountability in AI decision-making Practical steps for managing AI risks Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. Jul 20

    Roger Yarrow on Transformative AI at Truelook

    Introduction Roger Yarrow's journey from self-taught programmer to CEO The founding of Truelook and its innovative approach Roger's passion for computer graphics and web technology Interview Roger's early experiences with big corporations Transition to entrepreneurship and founding Truelook Key lessons learned in the early days of Truelook Presentation AI as a connective layer within Truelook Internal friction points and AI integration Practical examples of AI in business operations Panel Q&A Audience questions from the Software Oasis AI Summit Insights on AI's role in business transformation Discussion on eliminating information silos Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. Jul 13

    Bekir Atahan on AI Transformation at Experis

    Introduction Bekir Atahan's journey from Turkey to the U.S. His career path through Sun Microsystems and Oracle The focus on transforming work with AI Interview Bekir's early interest in data and AI His role at Experis as VP of the Data and AI Center Challenges and opportunities in AI implementation Presentation The stages of AI integration at Experis Building AI solutions like AI Workbench and Sophie Code The shift from tool implementation to operating model transformation Panel Q&A Audience questions on data reliability and AI readiness Discussion on sales hiring practices and AI Insights into overcoming AI implementation challenges Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. Jun 19

    Bekir Atahan on AI Transformation at Experis

    Introduction Bekir Atahan’s journey from Turkey to the U.S. His career path through Sun Microsystems and Oracle Focus on transforming work with AI Interview Bekir’s early interest in data and AI His role at Experis as VP of the Data and AI Center Challenges and opportunities in AI implementation Presentation The stages of AI integration at Xperis Building AI solutions such as AI Workbench and Sophie Code The shift from tool implementation to operating model transformation Panel Q&A Audience questions on data reliability and AI readiness Discussion on sales hiring practices and AI Insights into overcoming AI implementation challenges About Bekir Atahan Bekir Atahan is the Vice President of the Data and AI Center of Excellence at Experis. With over 25 years of experience in data, analytics, and enterprise technology, he holds a patent in state-based AI virtual assistants and focuses on integrating AI into business operations. Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. Jun 17

    Pratyush Lal on Navigating AI Transformation at Baringa

    Introduction Pratyush Lal's unique career journey from India to Georgia Tech. Initial role in designing educational equipment for kids with special needs. Building his first data platform and entering the tech consulting world. Interview Pratyush's insights on humility and continuous learning. Challenges and rewards of a non-linear career path. Common client challenges and solutions at Baringa. Presentation Baringa's approach to AI transformation. Designing adaptable AI programs that evolve with change. Importance of building confidence through proof of concept. Panel Q&A Audience questions on AI readiness and data reliability. Insights into sales hiring and coachability. Discussion on AI transformation and partner collaboration. Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer. https://summit.softwareoasis.com/activate-offers/ (Claim Your Offer / Schedule Consultation) Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductions Get Your Networking Passhttps://experts.softwareoasis.com/executive-networking-pass Claim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/ https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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About

B2B Automation Spotlight™ is the podcast for founders, operators, and revenue leaders who want to scale with business process automation, AI, and no‑code workflows. Each weekly episode dives into real‑world automation use cases, from marketing and sales to customer success, finance, and operations. ​ Hosted by Michael Bernzweig of Software Oasis, the show features in‑depth conversations with B2B leaders, automation architects, RevOps pros, and SaaS builders who share how they design, implement, and optimize automated systems. Learn how to map processes, choose the right tools, and connect your tech stack so data flows seamlessly across CRM, marketing automation, support, and back‑office platforms. ​ If you care about B2B automation, AI agents, workflows, and integrations, you’ll discover practical frameworks, step‑by‑step playbooks, and stack breakdowns you can apply immediately to reduce manual work and unlock scalable growth. Subscribe to get actionable insights on workflow automation, AI copilots, Zapier/Make, CRM automation, lead routing, onboarding sequences, and internal ops dashboards every week.

Information

  • Creator
    Software Oasis
  • Years Active
    2025 - 2026
  • Episodes
    38
  • Rating
    Clean
  • Copyright
    © 2024 - 2025 Software Oasis, LLC
  • Show Website
    B2B Automation Spotlight