Lessons Learned from 30 Days of Company-Wide AI
AI Knowhow
What happens when you give every employee access to the paid version of ChatGPT? At Knownwell, it wasn’t just a tech decision—it was a culture shift. Knownwell CMO Courtney Baker, CEO David DeWolf, and Chief Product & Technology Officer Mohan Rao explore the real-world implications of a strategic move: providing company-wide access to ChatGPT. They share what sparked the decision and how a structured rollout strategy transformed productivity, communication, and innovation across the team. They also dive into what smart deployment looks like, from setting enterprise controls to...
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How Services Leaders Can Stay Ahead of Client Strategy Shifts
AI Knowhow
Skating to where the puck will be? Not enough. In professional services, it's all about anticipating where your client—the skater—is headed next. But how do you stay ahead when clients start zigging, zagging, and getting slammed into strategic pivots? This episode of AI Knowhow tackles that challenge head-on. Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to unpack how AI can empower service leaders to become true strategic navigators. They explore why staying close to clients, decoding digital breadcrumbs, and scaling the...
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Mind the Gap: Closing the Distance Between Service Quality and Service Perception
AI Knowhow
You think you’re delivering five-star service—but do your clients feel the same? In this episode of AI Knowhow, Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to tackle the thorny disconnect between service quality and client perception. They explore why perception often outweighs actual performance in professional services, and how leaders can use AI to measure, manage, and close that gap—at scale. Plus, in a clip from a recent Knownwell webinar, Pete Buer illustrates what a fully AI-powered client management operating...
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AI as Your Digital Twin
AI Knowhow
What if you had a digital partner that worked tirelessly, mirrored your work style, and even knew your blind spots? This episode explores the fascinating concept of your AI "work twin"—not a clone, but a true collaborator and digital chief of staff. Knownwell CMO Courtney Baker, alongside CEO David DeWolf and CPTO Mohan Rao, dives into how AI is revolutionizing the workplace—not by replacing humans, but by augmenting them. They unpack what makes an effective AI collaborator, why “training your twin” matters, and how AI tools thrive on manners, tone, and consistency. You’ll learn how...
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Is Every Company Now an AI Company?
AI Knowhow
The buzz is deafening—every company is now an AI company...or are they? Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to unpack whether the AI revolution is as widespread as the hype suggests. They explore what it really means to be an “AI company,” why adoption is uneven across industries, and how leaders can move beyond experimentation toward meaningful AI integration. Pete Buer sits down with Max Gabriel, CEO of Augmented AI, in the first of a two-part interview exploring why AI is poised to disrupt the software world....
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Working with AI: What Does an AI-Driven Operating System Look Like?
AI Knowhow
Managing client relationships shouldn't be a scramble. Courtney Baker and NordLight CEO Pete Buer reveal how AI-driven commercial management systems streamline client success for professional services - turning scattered data into clear, actionable insights in minutes. From operating system fundamentals to practical AI applications, this conversation shows how to level up client retention and growth. Plus, get the team's live reaction to breaking news: OpenAI’s surprising decision to retain nonprofit control and what it means for the future of AI. Register for the May 22nd webinar at...
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Working with AI: Why Security is a Must
AI Knowhow
AI adoption hinges on one thing: trust. But how do you build it—and more importantly, how do you keep it from breaking? In this episode of AI Knowhow, CMO Courtney Baker teams up with CEO David DeWolf and Chief Product & Technology Officer Mohan Rao to unpack the critical security questions every organization should be asking before deploying AI. They break down the evolving attack surface of AI systems—from prompt injection and data poisoning to model inversion - and explain how to evaluate vendors for their trustworthiness and preparedness. Mohan shares a practical checklist for...
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Working with AI: How Intelligence Can Make Client Churn a Thing of the Past
AI Knowhow
Is it really possible to eliminate client churn in professional services? Knownwell's CMO Courtney Baker, CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao dive deep into the and why too many companies accept it as inevitable. They challenge this mindset, exploring how AI-driven insights can shift businesses from resignation to proactive client retention strategies. Special guest Peter Kang, co-founder of , joins Pete Buer for a revealing conversation about "silent churn" — when clients slip away without warning. Kang shares how systems thinking, deeper client engagement,...
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Working with AI: Striking a Balance Between AI and Humans
AI Knowhow
As AI becomes more integrated into everyday business and personal life, the biggest question leaders face is: when should we rely on AI and when must the human touch prevail? In this episode, Knownwell CMO Courtney Baker joins CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to explore the fine line between AI augmentation and human intuition. The team uses from Ethan Mollick as a leaping off point to unpack how leaders can responsibly scale with AI while keeping people empowered, not replaced. In the post, Mollick shares the results of a recent study that shows...
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Working with AI: What It Means to Be AI Driven
AI Knowhow
Does AI represent an extinction-level event for your business? In this episode, we ask the important question: how can your company become the bird, not the pterodactyl, in the age of digital Darwinism? Pete Buer sits down with Wolf Ruzicka, SVP of Strategic Advisory at Solvd and author of AI Driven: Staying Alive in the Age of Digital Darwinism. Wolf lays out a five-step roadmap to move from AI novice to AI-native, including how to reclaim your digital destiny, activate unstructured data, and prepare for generative AI’s superpowers. They discuss why executive education is a key barrier to...
info_outlineWhat if AI could reduce a three-month project to just three days?
In this episode, Knownwell CMO Courtney Baker explores how AI is reshaping professional services with the help of CEO David DeWolf, CPO Mohan Rao, and NordLight CEO Pete Buer.
Pete sits down with Matt Pasienski, CEO and co-founder of Pact, to discuss AI's evolution from simple tools to intelligent copilots and the rise of autonomous agents. Matt shares insights from his journey as a services CEO and how Pact is building AI-driven project management copilots. They dive into the implications of AI on management, accountability, and value chain variability, including how copilots can surface risks, identify new opportunities, and transform business operations.
Later, the panel dissects Matt’s takeaways, reflecting on the balance between efficiency and effectiveness in AI adoption and the cultural challenges of integrating AI at scale. They also explore how leadership can act as the "agent core" to navigate the mismatches that arise when parts of the organization move 10x faster.
In the AI in the Wild segment, Pete and Courtney discuss Ai-Da, the humanoid robot artist whose painting of Alan Turing recently sold for $1.1 million at auction (NYT gift article). The work Ai-Da is capable of producing, and the team it took to create her, challenges our assumptions about creativity and AI’s role in art and innovation.
Ready to stop losing clients and surprise churn? Visit Knownwell.com to learn how our tools can help professional service firms transform customer retention.