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B2B Automation Spotlight

Software Oasis

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.

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21 episodes
weekly
Avg 1 hr 2 min
English

Episodes 21

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#38
Monday · 1 hr 15 min
Brad Levy on Revolutionizing Compliance with AI at ThetaRay
In this episode of B2B Automation Spotlight, Michael Bernzweig sits down with Brad Levy, CEO of ThetaRay, to explore the transformative power of AI in compliance systems. Brad shares his journey from early fintech days to leading innovations in anti-money laundering technology. Dive into how ThetaRay is pioneering the shift from traditional rule-based systems to dynamic risk-based infrastructures. Gain insights into the future of financial crime detection and the importance of AI transparency an
#37
September 5 · 1 hr 12 min
Elliott Lorenz on Transforming Consumer Lending with Edge Focus
In this episode, Michael Bernzweig speaks with Elliott Lorenz, co-founder and CEO of Edge Focus, about his unique journey from high frequency trading to revolutionizing consumer lending. Elliott explains how Edge Focus leverages vast amounts of data and advanced modeling to enhance underwriting processes beyond traditional FICO score assessments. Listeners will gain insights into the innovative strategies that Edge Focus employs to maintain high returns and better manage lending risks. This epis
#36
August 21 · 1 hr 18 min
Yoni Michael on Empowering AI Agents with Context for Enterprise Data
In this episode of B2B Automation Spotlight, host Michael Bernzweig sits down with Yoni Michael, co-founder of TypeDef, to explore the challenges AI agents face in enterprise data environments. Yoni shares his journey from his first startup, Coolan, through its acquisition by Salesforce, to the founding of TypeDef in the AI era. He delves into the importance of semantic context and persistent memory for AI agents to function effectively within complex data systems. Recorded live at the Software
#35
July 27 · 1 hr 9 min
Navigating AI Risks with Trevor Horwitz from TrustNet
In this episode, Michael Bernzweig talks with Trevor Horwitz, founder of TrustNet, about the intricacies of AI integration in business systems. Trevor shares his journey from early tech beginnings with the Commodore VIC-20 to founding a cybersecurity company. Key topics include the importance of product market fit, the hidden presence of AI in systems, and the imperative of accountability to manage risks effectively.
#34
July 20 · 1 hr 18 min
Roger Yarrow on Transformative AI at Truelook
In this episode of B2B Automation Spotlight, Michael Bernzweig interviews Roger Yarrow, CEO and co-founder of Truelook, about his journey from a self-taught programmer to a tech innovator. Roger shares how Truelook uses AI to eliminate business friction and enhance their construction camera products. Recorded live at the Software Oasis AI Summit, this conversation provides valuable insights into AI's transformative potential for businesses.
#32
July 13 · 1 hr 12 min
Bekir Atahan on AI Transformation at Experis
In this episode of B2B Automation Spotlight, Michael Bernzweig sits down with Bekir Atahan, VP of the Data and AI Center of Excellence at Experis. They discuss Bekir's journey from Turkey to leading AI initiatives in the U.S., emphasizing how AI is about transforming business operations, not just implementing new tools. Bekir shares insights into how Experis integrates AI into workflows to drive operational efficiency and business outcomes.
#33
June 19 · 1 hr 12 min
Bekir Atahan on AI Transformation at Experis
In this episode of B2B Automation Spotlight, Michael Bernzweig sits down with Bekir Atahan, VP of the Data and AI Center of Excellence at Experis. They discuss Bekir's journey from Turkey to leading AI initiatives in the U.S., emphasizing how AI is about transforming business operations, not just implementing new tools. Bekir shares insights into how Experis integrates AI into workflows to drive operational efficiency and business outcomes.
#31
June 17 · 1 hr 4 min
Pratyush Lal on Navigating AI Transformation at Baringa
In this episode of B2B Automation Spotlight, host Michael Bernzweig sits down with Pratyush Lal from Baringa, a leader in digital and AI transformation. Pratyush shares his unique journey from mechanical engineering to leading AI initiatives, emphasizing the role of continuous learning and adaptability. The conversation delves into Baringa's approach to AI transformation, focusing on creating adaptable programs that drive real value. Tune in to discover why being an outsider in AI can be an adva
#30
June 10 · 1 hr
Ryan McElroy on Data Reliability and AI Success
In this episode of B2B Automation Spotlight, Michael Bernzweig talks with Ryan McElroy from Hylaine about the critical importance of treating AI projects like traditional software initiatives for enterprise success. Ryan shares his unique career journey, from his start in software consultancy in Birmingham to his pivotal role at Hylaine. He also dives into the hidden costs of unreliable data and how improving data reliability can lead to more successful AI rollouts. Listeners will gain insights
#29
June 6 · 1 hr 22 min
Steve Senterfit on Revolutionizing Business Process Automation with Agentic AI
In this episode, Michael Bernzweig talks with Steve Senterfit from SmartBridge about his career journey and how agentic AI is reshaping business process automation. They explore the significance of understanding industry nuances and the transformative power of AI in modernizing large organizations. Recorded live at the Software Oasis AI Summit, this episode offers valuable insights for technology leaders and founders.
#28
May 27 · 1 hr 7 min
Ravi Srivatsav on Tackling AI Data Security with DataKrypto
In this episode of B2B Automation Spotlight, host Michael Bernzweig speaks with Ravi Srivatsav, co-founder of DataKrypto. Ravi shares his journey from roles at IBM and Microsoft to tackling a fundamental trust challenge in AI data security. He discusses the inception of DataKrypto, the role of encryption in protecting AI data, and the importance of working closely with design partners. This episode highlights how innovative solutions can address complex digital security issues in the AI era.
#27
May 20 · 58 min
Bhupendra Chopra on Navigating Entrepreneurship and Data Migration
In this episode of B2B Automation Spotlight, Michael Bernzweig sits down with Bhupendra Chopra, co-founder of Kanerika Inc., to explore his entrepreneurial journey. Bhupendra shares the ups and downs of transitioning from a product-focused company to a services business, the importance of mentorship, and the strategic decision to partner with Microsoft. The conversation also delves into the challenges of data migration and how automation can streamline processes and reduce costs.
#26
May 15 · 1 hr 12 min
Demetri Papazissis on Navigating Sovereign AI Deployment with Superbo AI
In this episode, Michael Bernzweig talks with Demetri Papazissis, co-founder of Superbo AI, about the complexities of achieving sovereign AI deployment. Demetri shares his journey from the early days of AI development to navigating the current landscape where AI buzzwords are everywhere. He discusses the challenges of educating the market and the importance of building an infrastructure for accountable AI execution. The episode also includes a live Q&A panel from the Software Oasis AI Bootcamp,
#25
May 10 · 1 hr 2 min
Niraj Singhal on AI Transformation at NTT Data
In this episode of B2B Automation Spotlight, Michael Bernzweig talks with Niraj Singhal, Group Senior Vice President at NTT Data. Niraj shares his intriguing career journey from managing steel ladles to leading global consulting efforts, emphasizing the rapid pace of technological change and its implications. He discusses the importance of embracing change, reimagining business processes, and adopting an AI-first mindset to drive meaningful outcomes in today's fast-evolving landscape. Recorded l
#24
April 20 · 1 hr 10 min
Michael Murphy on Transforming Business Agility with ADAPTOVATE
In this episode of B2B Automation Spotlight, host Michael Bernzweig sits down with Michael Murphy of ADAPTOVATE to explore his unique journey from theater directing to consulting. Murphy shares insights from his experience at Deloitte in Germany and discusses how AI and business agility are transforming traditional business strategies. Recorded live at the Software Oasis AI Summit, this episode dives into the evolving role of CHROs in leading AI-driven transformations.
#23
April 15 · 1 hr 2 min
Ethan Giffin on Transforming B2B Commerce
In this episode of B2B Automation Spotlight, host Michael Bernzweig chats with Ethan Giffin, the founder and CEO of Groove Commerce. Ethan shares his journey of founding Groove Commerce and the challenges and triumphs faced along the way. He delves into how the pandemic has transformed the B2B landscape, particularly the shift towards direct-to-consumer models. Key topics include the importance of digital channels, aligning internal teams, and adapting to new payment methods.
#22
February 23 · 22 min
Co‑Pilots to Agents: An Executive Guide to AI
In this episode, host Michael Bernzweig talks with Amir Elion, CEO of Think Big Leaders and former AWS innovation leader, about how executives should think about AI agents and generative AI strategy. Amir explains why intelligence is becoming a cheap, scalable commodity, outlines the growing capabilities across text, code, vision, audio, data, and physical systems, and introduces a three‑pillar framework for value: productivity, new customer value, and business model disruption. He also clarifie
#21
February 23 · 47 min
Shipping Real AI: Process Mapping to Automation
In this episode, host Michael Bernzweig talks with Zane Frantzen, VP Platform and Operations at SimplyAsk, about why so many AI projects stall out before they deliver business value. Zane shares three common mindsets that sink initiatives, explains how AI amplifies whatever process reality you already have, and stresses the importance of mapping workflows, clarifying owners, and targeting repetitive, high‑volume tasks. He also covers the hidden costs of building custom AI and why human‑in‑the‑lo
#20
February 23 · 30 min
Autonomous Sales Agents for Enterprise Revenue Teams
In this episode, host Michael Bernzweig talks with Roi Carmel, CEO and co‑founder of Spotlight AI, about how autonomous agents can fix enterprise sales productivity. Roi explains why reps spend most of their time on documentation, updating systems, and analysis instead of selling, and why quota attainment has barely improved despite a decade of new tools. He shares how Spotlight’s layered sales intelligence model and agents for qualification, discovery, inspection, analytics, value consulting, a
#19
February 21 · 42 min
AI Prototyping: From Static Screens to Live MVPs
In this episode, host Michael Bernzweig talks with Ricardo Tosatto, CEO at Esfera Studio and COO at Esfera Studio, about how AI is changing product design and prototyping. Ricardo explains why traditional design teams spend 70–80% of their time inside tools like Figma and still end up with static prototypes that don’t reflect real user behavior. He shares how AI‑powered tools can generate working UI, flows, and states so teams can test multiple functional MVPs quickly, get better feedback, and f

Showing 1–20 of 21 episodes