3385: How Vasion Balances Short-Term Wins with Long-Term Vision

In a business climate shaped by rapid technological disruption, shifting geopolitical landscapes, and evolving customer expectations, strategy cannot remain static. JD Carter, Chief Strategy Officer at Vasion, believes the key to success lies in constantly aligning vision with execution while adapting to market realities in real time.

In this conversation, JD shares how his role involves continuously monitoring external signals such as technology shifts, regulatory changes, and economic pressures, then translating those insights into operational action. We explore his approach to looking beyond the company vision by breaking it down into achievable missions that link long-term goals with day-to-day work across cross-functional teams.

A major focus of the discussion is AI readiness and how organisations can move beyond hype to real impact. JD outlines a five-stage process for becoming AI-ready, starting with digitising and centralising documents and data, followed by cleaning and structuring information for use with large language models. He explains how automating repetitive workflows, modernising infrastructure, and ensuring interoperability across systems such as ERP and HR platforms create the foundation for orchestrated automation at scale. Governance and access controls complete the picture, ensuring that AI deployment meets both internal and regulatory standards.

We also look at how Vasion balances short-term market needs with a long-term platform vision. JD describes how leveraging the company’s market-leading print infrastructure products supports current growth, while investing in R&D drives the development of a multi-product SaaS platform designed to integrate AI across the enterprise. A customer-first mindset shapes every decision, from pricing to product development, with continuous engagement through advisory boards, surveys, and direct conversations ensuring that partner strategies align with customer priorities.

To illustrate these principles in action, JD shares how Vasion responded to market demand for system-generated print job support by developing a SaaS-based output automation product. This pivot addressed a gap created by ERP and EMR vendors moving customers to the cloud and positioned Vasion at the start of its multi-product journey.

We discuss the signals leaders should watch to keep strategy relevant, including shifts in customer behaviour, the pace of technology adoption, and internal friction that may indicate misalignment. JD likens strategy to a GPS system, with vision as the destination and constant recalibration required to navigate roadblocks and changing conditions.

The conversation closes with a focus on embedding strategic agility into company culture. JD explains Vasion’s Missions of Aspirational Performance system, which connects corporate values directly to execution by breaking down strategic goals into work that individuals can see contributing to the bigger picture. He also shares his personal three-pronged approach to continuous learning, combining formal education, informal learning, and mentor-driven guidance.

This episode offers practical insight for leaders navigating uncertainty, balancing present-day demands with future opportunity, and embedding adaptability into the DNA of their organisations.