Make It Real

EXL

Artificial intelligence is changing the way real work gets done. But big ideas don’t drive change. People do. The ones who roll up their sleeves, modernize data, and bring AI to life where it matters most. In the workflow. This is for them. For you. The visionaries. The innovators. The leaders turning potential into performance and pushing their organizations forward. Everyone’s talking about the promise of AI and what it can do. On this show, we’re talking about making it real. Learn from the experts who are driving it forward and walk away with everything you need to bring AI to life in your organization.

Episodes

  1. Scaling AI in Service Organizations with Carolynn Smith | Prudential Financial Inc.

    Jun 11

    Scaling AI in Service Organizations with Carolynn Smith | Prudential Financial Inc.

    In this episode, Shirley Macbeth sits down with Carolynn Smith, Head of US Service at  Prudential, to discuss how AI is reshaping the way Prudential’s service organization delivers outcomes for employees and customers. Carolynn shares insights into how her team is embedding AI within their workflows, leveraging it to improve both employee and customer experiences. You will hear about the key role frontline employees play in AI adoption, how AI is integrated into service journeys, and the importance of measuring AI outcomes for scaling. Carolynn also reveals how the U.S. Service organization is managing change and driving value by continuously evolving their AI models. Key takeaways: Engage frontline employees in the AI adoption process for greater successUse AI to improve operational outcomes while enhancing employee and customer experiencesMeasure what matters to scale AI transformation responsibly Highlights:00:00) Introducing Carolynn Smith (01:00) Why frontline employees are key to AI adoption at Prudential (02:15) Embedding AI into existing service journeys for better outcomes (04:00) Overcoming the natural resistance to AI  (06:00) Creating transparency and aligning expectations for successful AI implementation (08:30) How recognizing and rewarding early AI adopters drives adoption (10:00) Measuring success with new KPIs to ensure AI effectiveness (12:15) The role of responsible AI in Prudential’s service transformation (14:00) Enhancing empathy and customer service with AI (16:30) From AI pilots to scaling across the organization (18:00) Looking ahead: How Prudential is rethinking workflows with AI Resources: Carolynn’s LinkedIn: https://www.linkedin.com/in/carolynn-smith-2936b921a/  Prudential’s website: https://www.prudential.com/  Prudential’s LinkedIn: https://www.linkedin.com/company/prudential-financial/  Shirley’s LinkedIn: https://www.linkedin.com/in/shirleymacbeth/

    25 min
  2. How AI Can Solve Problems Without Replacing Systems with Tim Rafton | IAG

    May 14

    How AI Can Solve Problems Without Replacing Systems with Tim Rafton | IAG

    Why do AI programs stall before they scale? In this episode, Shirley Macbeth sits down with Tim Rafton, Executive General Manager at IAG, to break down how AI is changing the pace of transformation in insurance. With decades of legacy systems and complex processes, Tim shares how his team is finding faster paths to value without waiting for a full platform overhaul. You will hear how AI handles unstructured data, where to start for early wins, and what it takes to move from experimentation to real workflow impact. Key takeaways: Start with real workflow pain points to drive early AI adoptionUse AI to unlock value from unstructured data without waiting for full transformationReimagine processes before applying automation or autonomous agents Highlights:(00:00) Introducing Tim Rafton (01:51) The real challenge of AI adoption in legacy industries (03:31) Where to start with AI inside your organization (05:00) Turning scattered documents into an AI-powered knowledge system (06:16) Why fixing the process comes before applying AI (07:30) Introducing autonomous agents into claims workflows (10:30) Using AI to structure unstructured data and improve decisions (12:22) Smarter triage and routing for better customer outcomes (13:15) Getting executive alignment for AI transformation (14:00) Why aiming for 100 percent automation changes everything (15:30) Moving from slow releases to rapid AI iteration (17:30) Driving adoption by solving real employee problems Resources: Tim’s LinkedIn: https://www.linkedin.com/in/timothy-rafton-62927749/?originalSubdomain=au IAG website: https://www.iag.com.au/ IAG LinkedIn: https://www.linkedin.com/company/iag/ Shirley’s LinkedIn: https://www.linkedin.com/in/shirleymacbeth/

    22 min
  3. New Possibilities in the Age of Agentic AI with Samrah Khan | Google

    Apr 9

    New Possibilities in the Age of Agentic AI with Samrah Khan | Google

    Agentic AI is more powerful than ever. How can organizations keep up with the latest developments to unlock the real potential of AI today?  In this episode of Make It Real, Shirley Macbeth talks to Samrah Khan, Head of North America Solution Services Partnerships at Google, about the rise of agentic AI. Samrah discusses the significance of the newest shifts in AI technology and how it is improving workflows in industries such as finance and healthcare. She unpacks the pivot to the “human on the loop”, what AI agents need to run efficiently in an organization’s system, and why AI adoption doesn’t just mean a shift in tech but in company culture. Key takeaways: The new role of humans in AI-powered systemsWhy data health is the key to successful AI adoptionHow organizations can help employees overcome AI apprehension Highlights:(00:00) Introducing Samrah Khan(04:50) The latest developments in agentic AI(06:18) From “human in the loop” to “human on the loop”(10:57) The hurdle keeping organizations from successfully adopting AI(13:54) How agentic AI is making an impact in financial services (16:52) The impact of AI on healthcare CX (21:08) Why change management is a crucial part of AI adoption Resources: Samrah’s LinkedIn: https://www.linkedin.com/in/samrahk/ Google LinkedIn: https://www.linkedin.com/company/google/ Shirley’s LinkedIn: https://www.linkedin.com/in/shirleymacbeth/

    25 min
  4. How AI simplifies complex systems with David Anderson

    Mar 12

    How AI simplifies complex systems with David Anderson

    A conservative mindset may be keeping an organization from fully realizing the benefits of AI. With clear goals and alignment, businesses can take the first step towards embedding AI in the workflow. In this episode of Make It Real, Shirley Macbeth chats with David Anderson, Sr. Director for Operations & Vendor Management at CNO, to talk about making the shift from AI apprehension to adoption. David shares the journey of integrating AI into CNO’s customer service operations and what had to happen internally to unlock the benefits of automation. He breaks down the importance of change management and well-defined human roles as an organization learns to embrace AI. Key takeaways: How AI can improve the customer experienceThe role of the end user in shifting to automated processesHow to push for change management and avoid change fatigue Highlights:(00:00) Introducing David Anderson(02:36) The benefits of bringing AI into complex systems(03:28) An opportunity to organize unstructured data with AI(06:42) Aligning on objectives and goals for AI to get leadership buy-in(09:07) How AI can be used to improve customer experience(10:34) Quantifying the results of AI adoption (11:34) How AI allows human agents to focus on customer concerns (13:41) Change management goes hand in hand with AI adoption (17:59) Continued growth and increased capacity with AI Resources: David’s LinkedIn: https://www.linkedin.com/in/d2anderson/  CNO website: https://www.cnoinc.com/  CNO LinkedIn: https://www.linkedin.com/company/cno-financial-group/  Shirley’s LinkedIn: https://www.linkedin.com/in/shirleymacbeth/

    22 min

About

Artificial intelligence is changing the way real work gets done. But big ideas don’t drive change. People do. The ones who roll up their sleeves, modernize data, and bring AI to life where it matters most. In the workflow. This is for them. For you. The visionaries. The innovators. The leaders turning potential into performance and pushing their organizations forward. Everyone’s talking about the promise of AI and what it can do. On this show, we’re talking about making it real. Learn from the experts who are driving it forward and walk away with everything you need to bring AI to life in your organization.

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