When One Agent Tried to DO Everything

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When One Agent Tried to DO Everything The second article in my Finance Agent series My first Collection Manager Agent worked well - until I kept giving it more jobs. What started as a customer-review assistant grew to hanle automated credit-hold analysis, collection-call preparation, and customer email drafting. Each addition made sense. Together, they created a problem. In my first article, I mentioned the importance of narrower scope. This time, I want to show you what happened when I ignored that lesson. Watch: Why I Split One Agent Into Three What the First Version Was Asked to Do The first Collection Manager Agent started with a simple job. Review a customer. Pull the aging, the credit limit, the open invoices. Tell me what to do next. It did that well. Then I started adding to it. • I wanted it to react automatically when a sales order was placed on credit hold. • I wanted it to prepare me for a collection call. • I wanted it to review disputes and promises to pay. • I wa...
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Join Your Power BI Peers at the 2018 Power BI World Tour

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The Power BI World Tour is back for 2018! I am excited to be participating again this year.


Join your local SMEs, MVPs, and peers at these value packed two-day events in eight cities between August and November. Registration is open – secure your seat today!

Whether you are local to the area, traveling from near or faraway, the Power BI World Tour will provide exclusive learning and networking opportunities. Don't miss the opportunity to get involved in one or more of these amazing event locations:

Melbourne | Sydney | Charlotte | Copenhagen | Seattle | Dubai | Montreal | Dallas

Boost your expertise and company operations for years to come. Each location will feature a General Session presentation by Microsoft and 24+ breakout sessions across 3 learning tracks designed for the Power BI Analyst, Developer/IT Administrator, and New Professional.

One attendee last year raved, “the different speakers provided great and varied content. [I] loved the different streams that you could pick. Fantastic conference and great value for money.”

Expand your world of experience, grow your network of connections, and get ready to become the Power BI expert you were meant to be. #PBIWorldTour

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