This week ServiceNow launched a massive set of new products to establish itself as the system that manages every AI agent in the enterprise.  It’s a bold set of new products, including Otto (Moveworks), the Agent Fabric, the Context Engine, and the Autonomous AI Specialists. In reality the strategy is an expanded view of what Workday (Agent System of Record and Sana) and Microsoft (Agent 365 and Work IQ) are doing, but with a much deeper set of tools. Not only is this a bold move to accelerate Agentic HR and Agentic business systems, it now explains why enterprise software companies are far from dead. In fact, the monetization model here is for you to pay for AI credits (ServiceNow has different levels of usage) and that revenue, which helps ServiceNow grow, is offset by your reduction in labor cost. It’s all explained in this article and the podcast, and...

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ServiceNow just unleashed a barrage of announcements that set the stage for its goal: doubling revenue to $30 billion in the next four years. In a nutshell, they want to own the management tools, security, and front door to every AI agent in your company. And they’re going to ask you to pay for it. (The SaaS Apocalypse may be over.) I know this sounds aggressive, since both Microsoft and Workday are placing the same bet, but it does make sense, so here’s what’s going on. ServiceNow: We are turning enterprise AI chaos into control. Workday: AI agents without enterprise governance are lawless by design. It sounds good to CIOs I’m sure, but for most companies the problem is not “chaos” it’s “building scalable ROI use cases.” So let’s hope these control tools can inspire companies to move faster. (Read all about our vision of Agentic HR in our upcoming...

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I had an uplifting conversation with Jen Morgan, the CEO of UKG, a $5 billion global AI platform for HR, pay, and workforce management. In addition to talking about the company and her role as CEO, she actually has another mission: to put Frontline Workers first in our economy. Frontline workers, the people who deliver groceries and food, care for patients in the hospital, work in hospitality, or maintain public safety, make up 72% of the US workforce and almost 80% of employees worldwide. These often hourly or shift workers form the backbone of our economy: making our lives better, putting out fires, and keeping our streets safe. UKG’s mission is to make their work lives better through better scheduling, pay, benefits, hiring, and training systems – all in an integrated offering called “The Workforce Operating Platform.” Built through the merger of Kronos with Ultimate Software in 2020, UKG has...

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This week we saw some astounding GDP numbers, a modest 2% growth with an astounding 70% attributed to AI capital spending. The US economy is heavily AI centric, starving spending on housing which ultimately contributes to income inequality. At the same time companies are now reducing employee benefits, halting a two decade steady increase. It’s all about the shift from labor to machines, I guess. I also talk about the role of legacy systems in the new world of Agentic HR, Agentic Finance, and Agentic ERP. Lots going on, I hope this gives you some perspective on the massive AI economic transformation we’re living in. It’s all good and one of the most exciting times in our careers. Additional Information Why AI Is A Massive Job-Creation Technology, Despite What You Think The Great Decoupling: How Employees Became Disconnected From Their Companies Introducing HR 2030: A Vision For Agentic Human Resources...

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What does it take to bridge one of the most persistent translation problems in talent acquisition – getting a Fortune 500 recruiter to see why a Little Bird attack helicopter pilot from the 160th Special Operations Aviation Regiment is the perfect candidate for their open role? Tim Best, CEO of RecruitMilitary and former active duty Army officer, gives us a mission-driven and practical answer: go beyond the resume. Resumes and job descriptions flatten people. And for veterans, who enter the civilian workforce carrying hundreds of thousands of skills and attributes that don’t map to corporate job architectures, that flatness is the enemy. The technology RecruitMilitary built with Findem, the Veteran Talent Source, solves this by giving recruiters a three-dimensional view of who a candidate actually is: not just what they did, but what they’ve continuously become. Because profiles are enriched in real time, the candidate in someone’s ATS today is...

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This week I discuss Workday’s new AI announcements described at the Innovation Summit last week. These are sweeping new product, leadership, and organizational changes that effectively reposition from a “system of record” to a “platform of agents.” As you’ll hear, not only is Workday clearly articulating their strategy to support and enable Agentic HR and Agentic Finance, the company has changed its organization, culture, and financial model. There’s a lot to unpack here, and I know all Workday customers, partners, and competitors will have opinions. In this podcast I try to explain this whole story and why it marks the beginning of a very new chapter for Workday as a business. Additional Information Experience Sana for Yourself: Galileo Mars Release Irresistible 2026: The Global Conference for HR Leaders and their Teams (June 8-10, USC) HR 2030: The Agentic Future of HR (detailed handbook coming!) Detailed Article on Workday  

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