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🍀 Geoff Ables shared thisWant to engineer a better customer experience that continuously improves? Michael R Hoffman is a master on the topic and has put his many years of experience into this book. #CX🍀 Geoff Ables shared thisBig news Customer Worthy #Total_Customer_Engineering releases Monday combines #CX #CRM #MKT #Sales #AI #Ops #Service #MarTech #analytics deep dive, #bestpractices, #usecases new thinking for 30+ annual revenue growth, customer excellence in every interaction, career growth and yes, business, marketing, communications, students. Cross industry examples, cross function integrations and customer strategy, tools, project justification. Microsoft Salesforce ServiceNow IBM HFS Research Adobe Qualtrics #algo Forrester Joe Pine Tom Davenport Cathleen Moynihan Marc Sabatini Felipe Millon Randy Bean Chris Hines David Raab Jonathan Cheris Naveen Chelliah OpenAI Claude 🍀 Geoff Ables Claudio Marcus Amit Shankardass Jeff Hassemer Rich McMahon Steve Huber early review copies available - dm me Michael R Hoffman
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🍀 Geoff Ables shared thisProcessing the knowledge shared by John Siefert and many others at #AICopilotSummit. The big tend I sensed: ----- Artificial Intelligence is creating a powerful new vision for how work gets done. But the path to that future is still forming. Many leaders are waiting for clarity. Waiting for the “perfect strategy.” Waiting for proven models. The reality is this: Clarity will not arrive before movement. It will emerge because of movement. Right now, the next steps are clearer than the long-term roadmap. Train your people. Encourage experimentation. Deploy pilot agents. Prove value early. Organizations that start learning today will shape their future before it is too late. Those who wait may find the competitive landscape has quietly shifted around them. This is a moment for curiosity, disciplined exploration, and forward momentum. Start walking. #ArtificialIntelligence #FutureOfWork #Leadership #DigitalTransformation #AIAdoption #Innovation #BusinessStrategy #EnterpriseAI #Copilot #OrganizationalChange Dynamic Communities C5 Insight
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🍀 Geoff Ables shared thisHappy St Pat's day! Here is a way to celebrate ... humanizing your workplace with the Power of LUCK! C5 Insight #PoweredByLUCK🍀 Geoff Ables shared thisSt. Patrick's Day brings out the usual symbols of luck: four-leaf clovers, pots of gold, and a lot of confidence in random fortune. But at C5 Insight, LUCK isn't chance. It's intentional. We're Powered by LUCK™ all year round: (L)isten to people and remember what they say. (U)nderstand the current state and what needs to change. (C)onnect people with the right processes and platforms. (K)now what success looks like, then improve outcomes together. That kind of LUCK lasts because it's repeatable. In honor of the holiday, we wrote a limerick about what we mean by LUCK: LUCK isn't just a four-leaf clover you find, We believe it is shaped by design. When teams Listen, Understand, Connect, and Know, Digital workplaces start to grow, And meaningful change follows in time. Happy St. Patrick's Day from the C5 Insight team! 🍀
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🍀 Geoff Ables shared thisMost of us were taught a simple formula for building a career. Work harder. Gain experience. Earn the next opportunity. Repeat. It’s not wrong. It just tends to produce predictable outcomes. Every so often, though, history creates a different kind of moment. A moment when the rules of how value is created begin to shift. A moment when reinvention becomes more accessible — and more necessary — than usual. I believe we are living in one of those moments right now. Not because AI is magical. Not because technology suddenly replaces human potential. But because AI lowers the friction required to rethink who we are at work. Some will use this moment to move faster on the same path. Others will use it to step onto an entirely different one. That difference will compound quietly over the next decade. The real opportunity in front of us is not just learning new tools. It is having the courage to continuously reinvent ourselves — before circumstances force us to. Curious how others are thinking about this: Are you mainly using AI to accelerate what you already do… or is it prompting you to rethink who you are becoming professionally? #AI #Copilot #Reinvention C5 Insight
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🍀 Geoff Ables shared thisPleased to be speaking 3x at the AI Agent & Copilot Summit March 17-19 in San Diego (www.copilotsummitna.com). 3/17 - Fireside Chat: Meet the Copilots and Make Them Stick 3/17 - 4 Case Studies in Copilot Studio with Corey Reeves 3/19 - A Tale of Two C-Suite Copilots See you next week! #Copilot #AgenticAI Dynamic Communities C5 Insight
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🍀 Geoff Ables shared thisExcellent post from Ryan Clark, MBA - thank you! If you are using Microsoft 365 and SharePoint, be sure to have your Microsoft Partner or your IT Department run a SharePoint Add-Ins audit. Otherwise you may wake up to a crisis on April 2nd. Reach out if C5 Insight can help you assess your situation. #SharePoint #Microsoft🍀 Geoff Ables shared thisSharePoint Add-Ins die April 2nd. Are you ready? That's 34 days away. After that date, Azure ACS shuts down and every Add-in in your environment stops working. No grace period. No extensions. No second chances. Here's what happens next if you don't act now: 1️⃣ Most organizations don't know what Add-ins they have ↳ I've watched clients discover 12+ Add-ins during an audit they didn't even know existed ↳ Orphaned Add-ins will break just like active ones 2️⃣ The audit takes a few hours, not days ↳ Start in SharePoint Admin Center > Apps > App Catalog ↳ Check individual site App Catalogs too ↳ Cross-reference with your Azure portal for ACS service principals 3️⃣ Business-critical Add-ins need a migration plan now ↳ SPFx solutions handle most use cases ↳ Power Apps and custom APIs with modern auth are solid alternatives ↳ Power Automate doesn't replace all Add-in functionality. Evaluate each one. 4️⃣ Undocumented Add-ins are the highest risk ↳ No one knows what breaks until it breaks on April 2nd ↳ A full audit closes that gap before the deadline hits 5️⃣ Start your audit this week ↳ List every Add-in you find ↳ Tag which ones are actually in use ↳ Identify the business impact if each one stops working This isn't a nice-to-have project. It's a hard deadline with zero flexibility. The organizations that move fast this week will sleep better on April 3rd. — Enjoy this? ♻️ Repost it to your network and follow Ryan for more. Want a step-by-step audit checklist for your Add-ins? Send me a DM and let's talk
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🍀 Geoff Ables shared thisWas your team frustrated when they first started using Copilot 1 or 2 years ago? It's a whole new Copilot today, and over the next several months it doing much, much more. Give it another try. And if you need some support, direct message me and ask about our CPR for Copilot program! #Copilot #AI #Microsoft #CopilotStudio #Agents C5 Insight
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🍀 Geoff Ables shared thisAbout 25 years ago, during the dot-com wave, a CEO I worked with said something I’ll never forget: “dot com has changed how the economy works.” It sounded bold. It also turned out to be wrong. Now I’m hearing the same tone around AI. Will AI reshape work and value delivery? Yes. But the basics of business and economics haven’t suddenly been replaced. Buy into the opportunity, not the hype. #AI #DigitalTransformation #Leadership #Perspective 🍀C5 Insight
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisAfter 39 years of work, I have decided to retire. Over a million miles on the road, flights all over North America, and having the great opportunity to sell and help others achieve their goals, it's time to move on to the next chapter. I have spent the last few weeks looking back at my career at Abbott and being in the Microsoft ERP channel. I have nothing but gratitude on the opportunities I had. I meet so many amazing people and enjoyed a very rewarding career in sales. I remember one of my first Hospital displays at Munster Community Hospital and a doctor stopped by my display over 36 years ago. He came up to me and asked me how long I have been with my company. After telling him about a few months he said that today is his last day and I am done hurrying. Today, I am done hurrying. Zig Ziglar said you can get everything in life you want, if you help enough people get what they want. This is what sales is all about. You learn there are two ways to do something. A way and the right way. If you do it the right way, you will have a long career. I am entering a new chapter and wondering if a lifelong peddler can truly retire. I will take the next few months to determine what is the best path moving forward. Thanks to those who helped me along the way. God is good. Steve
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisHave you noticed the shift from AI assistance to AI agency? Early Copilot experiences focused on assistance: You ask a question. Copilot responds. You decide what to do with that information. Agents introduce agency: Instead of stopping at an answer, agents can take action within defined boundaries, while keeping humans in the loop. Why it matters: AI can now handle complex, repeatable work at scale, freeing people to focus on higher-value work. AI isn't just assisting anymore. It's taking action. #MicrosoftCopilot #CopilotAgents #AgenticAI #AITransformation
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisCan we please stop disabling external sharing in SharePoint? 🤯 I see this over and over… and it’s painful. Disabling external sharing ≠ making SharePoint secure. Because you know what Greg will do next? 🤔 📎 Email the files as attachments ☁️ Or dump them straight into his Google Drive Congrats - you now have zero visibility 👏 Instead: ✔ Train your users ✔ Restrict by domain ✔ Add DLP policies ✔ Set link expiration ✔ Use sensitivity labels ✔ Monitor & audit sharing activity ✔ Did I mention "Train your users"? - Greg Zelfond on behalf of the “fine, I’ll just email it” community
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisWant your business to stand out at your next event? Create custom LEGO® kits that guests will remember. Each kit is designed just for your brand. Book your free consultation today.
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisGrateful for the U.S. Department of Energy’s partnership as we work together to modernize and accelerate the nuclear energy ecosystem. The DOE’s latest milestone—demonstrating how AI can dramatically reduce reactor licensing timelines—shows what’s possible when government, national labs, and industry align around innovation. Energy.gov At Microsoft, we’re committed to bringing secure, scalable AI capabilities to help nuclear developers, operators, and regulators move from ambition to delivery. Our newly announced AI for Nuclear Energy initiative expands this mission by unifying data, simulation, and permitting workflows to strengthen safety, speed, and resilience across the entire lifecycle of a plant. microsoft.com Proud to be building this future together. 🔗 https://lnkd.in/gZMSVnYGDepartment of Energy Unleashes AI to Reduce Reactor Licensing TimelinesDepartment of Energy Unleashes AI to Reduce Reactor Licensing Timelines
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisAnother successful WiDS conference sponsored by UNC Charlotte School of Data Science. A forum to learn and connect with collegues, students and bunch of women with outstanding stories and a passion for Data Science. As always it was great to chat with Madlen Ivanova a true WiDS ambassador. #datascience #UNCC #WIDS
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisLast year, most companies weren’t even talking about Claude. Now it’s quietly becoming part of the stack. Anthropic now has 15 free courses and several tutorials covering everything from Claude 101 to advanced topics and team adoption. But when everything is available, it’s hard to know what actually matters for you. So I’ve curated a simple learning path to help non-tech leaders get started and start applying it to real work. 1/ Start with the basics: 🔗 https://lnkd.in/gExK_Vir 2/ Set up a Project 🔗 https://lnkd.in/gdppFqHQ 3/ Use Artifacts for real outputs 🔗 Intro to artifacts: https://lnkd.in/g-GgHXrH 🔗 Use artifacts to visualize and create AI apps: https://lnkd.in/gik4zZpY 4/ Learn Cowork for bigger tasks 🔗Introduction to Claude Cowork: https://lnkd.in/gfqqSd6W 🔗 Set up Cowork to work the way you do: https://lnkd.in/gFD7CTQb 5/ Build Skills for repeatable workflows 🔗 Teach Claude your way of working using skills: https://lnkd.in/g2W4wHcR 🔗 Introduction to agent skills: https://lnkd.in/gJXt8BW9 6/ Add plugins for specialist workflows 🔗 How to build a plugin from scratch in Cowork: https://lnkd.in/gppTskUk 🔗 How to customise plugins in Cowork: https://lnkd.in/gvmSz8iS 7/ Connect Claude to your tools 🔗 Connectors: https://lnkd.in/gr_b63cM 🔗 Getting started with connectors: https://lnkd.in/ghSh9DJf 8/ Build your team’s AI fluency 🔗 Driving enterprise adoption of Claude: https://lnkd.in/gKJwcbaj 🔗 Enterprise train-the-trainer: https://lnkd.in/gw6GAmHa 🔗 AI Fluency: Framework & Foundations: https://lnkd.in/gHN2a9Gw 9/ Keep learning 🔗 Tutorials hub: https://lnkd.in/g2_xAMBB 🔗 Anthropic courses: https://lnkd.in/gqtByGFC I think practical learning paths matter more than ever. Learn, then apply it to real work, then learn again to build your skills. What’s one real task you could start using Claude for this week?
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🍀 Geoff Ables liked this🍀 Geoff Ables liked thisCopilot Studio now supports dynamic SharePoint and website URLs directly in Knowledge. And this quietly solves one of the biggest gaps in how agents were being built. Until now, making knowledge context-aware meant relying on workarounds like the Generative Answers node. Which led to: • Scattered logic • Harder maintenance • Limited control over knowledge sources Now, knowledge itself can adapt. Why this matters: 1. Context-aware agents Content can change based on user role, region, or environment. 2. Cleaner architecture No need to push logic into fallback nodes. Knowledge stays structured. 3. Better control and governance You decide what data is accessed and how it’s scoped. 4. More production-ready systems This is closer to how real enterprise agents need to behave. My view: Most agents don’t fail because of AI capability. They fail because the knowledge layer is poorly designed. This update fixes a core part of that. Small feature. Big impact for anyone building serious agents. #Microsoft #PowerPlatform #Copilot
Experience & Education
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C5 Insight
View 🍀 Geoff’s full experience
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Volunteer Experience
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Advisory Board Member
EMPART USA
- 11 months
Poverty Alleviation
Provide digital marketing, donor relationship management and event strategy services to Empart USA to aid the organization in engaging with Willow Creek's Global Leadership Summit.
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Relationship Management Coach and Consultant
E4 Carolinas, Inc.
- 1 year 6 months
Science and Technology
Aid the organization in developing a relationship management culture, processes and software. Work with them to strengthen the energy sector, create jobs, and deliver related education and mentoring in the Charlotte, NC area.
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Volunteer Mentoring to Military Veteran Entrepreneurs
Inc. Magazine
- 2 years 1 month
Economic Empowerment
Provided a day of mentoring to military veterans who are starting businesses. Provided follow-up mentoring and connections for these individuals to help them in starting and/or fine-tuning their business strategy.
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Marketing and Collaboration Consulting
Harvests of Hope
- 1 year 1 month
Health
Harvests of Hope is an international Christian non-profit with a mission of bringing help and hope to families affected by HIV/AIDS. We worked with them to establish an internet presence and to setup collaboration between US and African based workers.
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Marketing and Collaboration Consulting
WOW International
- 2 years 1 month
Poverty Alleviation
Developed website for Charlotte WOWJAM event, established collaboration processes to share stories and video. Volunteered at bike repair center.
Publications
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The LUCK Principle: Business Results at the Intersection of People and Profit
Wilmington Press
See publicationHarnessing the power of the digital workplace to balance a people-first culture and bottom-line results is not only possible, it is critical for success in the future workplace. "The LUCK Principle" uses a simple story format to teach how leading businesses have transformed their workplace by scaling timeless relationship principles.
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A Business Manager's Complete Guide to Salesforce CRM
Wiley Digital Classroom / Udemy.com
See publicationSalesforce.com Essentials training focuses on: customer relationship management (CRM) training for sales,sales management, sales process design, collaboration, reporting and "power user" configuration. Much of the content is "hands-on" for the sales manager and sales user. The training includes concepts on using Salesforce.com to run sales meetings and to identify coaching opportunities for your team.
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The Microsoft Dynamics CRM Administration Bible
Wiley
The ultimate guide for individuals who are looking for strategy, configuration, administration and user knowledge on Dynamics CRM. The CRM Bible is targeted at individuals in the administrator role (not specifically for users or developers).
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Honors & Awards
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Inc 5000 | America's Fastest Growing Private Companies
Inc. Magazine
C5 Insight was awarded Inc. Magazine's Inc. 5000 award for being among the 5000 fastest growing privately held businesses in the United States for the second consecutive year.
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Best Places to Work
Charlotte Business Journal
The Best Places to Work award recognizes businesses in North Carolina who have been selected, by their employees, as one of the best places to work. C5 Insight has been among the winners of this award in 2011, 2012 and 2013.
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Fast 50
Charlotte Business Journal
The Charlotte Business Journal honors the fastest-growing private companies in our region. This award recognizes companies with outstanding growth, entrepreneurial excellence and leadership. C5 Insight has been rated a Fast 50 company in 2012 and 2013.
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Inc 5000 | America's Fastest Growing Private Companies
Inc. Magazine
The Inc. 5000 award is presented to the 5000 fastest growing privately held businesses in the United States every year.
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Charlotte 40 Under 40
Charlotte Business Journal
Established in 1993, the 40 under 40 Awards are presented by the Charlotte Business Journal to individuals who are recognized for their professional achievements as well as the positive impact they are making on their communities. According to the Charlotte Business Journal, this honor places Ables among Charlotte's best and brightest young business leaders.
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