In Episode 4 of Two Tokens Short, Mitchell Newberger and Robert De La Rosa sit down with Greg Gillespie, CEO of Collectiv, to unpack why most companies aren’t actually “AI-ready”—and how to fix it. Greg breaks down Collectiv’s DATA Formula (Data • Alignment • Team → Automation), showing how clean data, process alignment, and real adoption come before the shiny AI layer.From finance use cases to sales insights, Greg explains how organizations can land quick wins, build a culture of change, and stand up a scalable data lakehouse that any AI agent can tap. We also dig into AI onboarding (think: avatar coaches for new hires), Microsoft Fabric/Power BI realities, and how reusable accelerators slash integration costs.The DATA Formula: Data quality, Alignment on processes & policies, Team adoption → then Automation/AIAI FOMO vs. readiness: Why starting small beats “boil the ocean” initiativesWhere to start: Finance as low-hanging fruit; when sales or FP&A should leadChange management: Centers of Excellence, governance, and keeping pipelines healthyArchitecture that lasts: Lakehouse-first, tool-agnostic AI agents (Azure OpenAI, Databricks, etc.)Operational wins: Real-time P&L, inventory signals, and reusable NetSuite/Sage connectorsCost control: Code libraries & accelerators that turn 200 hours into 20–40Greg’s take is refreshingly practical: make data the foundation, processes the framing, people the heartbeat—then let AI be the curb appeal.✨ Insert Coin, Unlock Conversation.

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