I’ve been trying to decide when to use Microsoft 365 Copilot versus Power Automate versus Zapier. Not a simple feature comparison. I wanted a decision framework that could help me determine which tool fit which scenario — and when a hybrid approach made the most sense. A few years ago, that kind of research project… Continue reading AI for the Over 40 – Week 26: AI Research Strategy Starts Before You Research
Category: AI & Copilot
AI for the Over 40 – Week 25: 3 Shifts for AI Leadership Transformation
My daughter convinced me to try a Zumba class to start the new year. I was mildly nervous about being the only man in the room, but I figured I could survive the embarrassment to prove to my daughter I was willing to try something new. As it turns out, being the only man in… Continue reading AI for the Over 40 – Week 25: 3 Shifts for AI Leadership Transformation
AI for the Over 40 – Week 24: Why Your AI Project Should Start in Chat
In Week 20, I shared MIT’s finding that 95% of enterprise AI projects fail to reach production. The explanation was the learning gap: organizations try to build solutions they do not fully understand for problems they have not clearly defined. I have been thinking about that statistic ever since—not because it surprised me, but because… Continue reading AI for the Over 40 – Week 24: Why Your AI Project Should Start in Chat
AI for the Over 40 – Week 23: Beyond Summaries: How To Get More Value from AI Meeting Transcripts
I’ve been using AI to help with meeting notes for over a year. Copilot in Teams generates summaries, pulls out action items, and tells me who said what. For a long time, I assumed that was the goal. Now I realize I was thinking about meeting transcripts the same way I initially thought about AI… Continue reading AI for the Over 40 – Week 23: Beyond Summaries: How To Get More Value from AI Meeting Transcripts
AI for the Over 40 – Week 22: When Everything is an Agent, Nothing is an Agent
By the second day of an AI + ERP conference I attended, I had heard the word ‘agent’ so many times that it had lost all meaning. A researcher is an agent. An analyst is an agent. Facilitator is an agent. Every sponsor demo featured agents. Every hallway conversation mentioned agentic AI. Then another attendee… Continue reading AI for the Over 40 – Week 22: When Everything is an Agent, Nothing is an Agent
AI Over 40 Series – Week 21: What MCP Servers Are (and Why I’m Building My Own)
The breakthrough this week wasn’t technical. It was mental. After 20 weeks of exploring AI as a business leader—not a developer—I finally understood how to think about MCP servers. More importantly, I realized I may need to build one myself. If you’ve heard the term “MCP server” and quietly nodded without fully understanding it, this… Continue reading AI Over 40 Series – Week 21: What MCP Servers Are (and Why I’m Building My Own)
AI Over 40 Series – Week 20: What MIT and Wharton Found
And what they’re still missing I recently sat down to skim two research reports that had been collecting dust in my reading pile: MIT’s The GenAI Divide: State of AI in Business 2025 and Wharton’s Accountable Acceleration: Gen AI Fast-Tracks Into the Enterprise. I expected to spend thirty minutes. I spent hours. Not because they… Continue reading AI Over 40 Series – Week 20: What MIT and Wharton Found
AI Over 40 Series – Week 19: Why You’re Still Waiting (and What That’s Costing You)
When everyone’s waiting for “the thing” that will finally make AI worth their time. I keep having the same conversation. We’ve been reaching out to clients to help them get started on their AI journeys. They’re interested. They’ve seen the demos. They’ve experimented with ChatGPT for vacation planning or homework help. They believe AI will… Continue reading AI Over 40 Series – Week 19: Why You’re Still Waiting (and What That’s Costing You)
AI Over 40 Series – Week 18: When You Realize You Can Build What Doesn’t Exist
In week 16 of this series, I shared a diagnostic framework for untangling process problems — seven steps adapted from medical differential diagnosis to help you understand issues you don’t have time to think about. This week, I decided to apply that framework to myself. I challenged myself to identify something in my own work… Continue reading AI Over 40 Series – Week 18: When You Realize You Can Build What Doesn’t Exist
AI Over 40 Series – Week 17: How You Organize Your AI Work Matters More Than You Think
During a week at Directions EMEA in Poznań, Poland, where I presented ‘AI for the Over 40: From Skeptic to Evangelist,’ I had dozens of conversations with business leaders about their AI journeys. What struck me wasn’t what tools they were using — it was how they were organizing their AI work. Or more accurately,… Continue reading AI Over 40 Series – Week 17: How You Organize Your AI Work Matters More Than You Think