Blog

When the breakthrough isn’t finding the right solution—but finally asking why you’ve been living with the problem. As a Microsoft partner, I’ve spent years asking: What problems can I solve for my clients? I’ve searched for patterns—shared pain points that justify building repeatable, scalable solutions. The challenge? Most clients have learned to live with their… Continue reading AI Over 40 Series – Week 12: The Questions You’re Not Asking (And Why That’s the Real Problem)

When everyone says it’s impossible, it’s time to rethink what AI can do After our acquisition by Cherry Bekaert, I was tasked with finding quick wins to leverage our expanded service offerings. My first idea was to introduce a tax partner to a key client for a sales-and-use tax review. Simple on paper—but I quickly… Continue reading AI Over 40 Series – Week 11: How AI Literacy is Revolutionizing Solution Design

How AI literacy turned a routing nightmare into a three-hour solution When a key team member went on extended leave, I inherited their workload—including routing every signed client agreement to the right stakeholders. My predecessor’s email-template system looked simple: copy, paste, fill blanks, send. In practice, I lacked the data those templates required, forcing me… Continue reading AI Over 40 Series – Week 10: Creating Simple Automations with AI

The 2025 DEF CON hacker conference, officially DEF CON 33, took place last August in Las Vegas with the theme, “Access Everywhere”. The event drew more than 30,000 cybersecurity professionals, researchers, and enthusiasts for presentations, workshops, networking, and competitions. DARPA’s AI Cyber Challenge The centerpiece of this year’s event was the conclusion of the AI… Continue reading Access Everywhere: Notes on Cyber Security from DEF CON 33

Why we keep making the same mistakes How a room full of leaders convinced me we’re repeating 50 years of hype Last week, I joined a panel of seasoned executives buzzing about “agentic AI” and its promise to transform every facet of business—from client engagement to workforce structure. The big ask? Hire AI specialists. But… Continue reading AI Over 40 Series – Week 9: Literacy Before Agency

The promise of AI has remained elusive for many finance professionals. To ensure adherence to regulatory and audit requirements, many finance teams have been slow to integrate AI capabilities into their daily workflow. Reluctant to use AI in your finance team? Copilot in Business Central can help your finance team do more, faster, and with… Continue reading How Copilot in Business Central Helps Finance Teams Work Smarter

Why the most critical AI skills have nothing to do with prompt engineering Here’s a deceptively simple question that transformed how I collaborate with AI: Do I need to be polite to a machine? You might scoff—“Greg, it’s a computer, not a person!”—but hear me out. AI models are trained on the full spectrum of… Continue reading AI Over 40 Series – Week 8: Building Your AI User Manual

How a forecasting nightmare led to my biggest AI breakthrough In Week 1, I shared how a frustrating forecasting exercise pushed me onto this AI journey. This week, I’ve come full circle: the same challenge showed me why relying on a single AI platform is too limiting—and how a multi-AI approach can transform not only… Continue reading AI Over 40 Series – Week 7: The Multi-AI Approach

How AI turned months of stalled research into actionable insights—in minutes When ArcherPoint joined Cherry Bekaert in October, one opportunity rose to the top: cross-selling. Overnight, our clients could access Cherry Bekaert’s broader services, and their clients could tap our Microsoft Dynamics 365 Business Central expertise. Simple in theory—hard in practice. The Cheesecake Factory problem… Continue reading AI Over 40 Series – Week 6: Your Research Synthesis Partner

Business Central 2025 Release Wave 2 (BC27) will be released between October 2025 and March 2026, with general availability beginning October 1, 2025. This release offers features for intelligent automation, AI-driven productivity, enhanced e-document workflows, fintech-friendly extensibility, compliance tools, and refined quality controls. Here are some standout features that will empower both users and developers to achieve more with less… Continue reading Get Ready for Dynamics 365 Business Central 2025 Wave 2 (BC27): Smarter, Faster, More Connected