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 How Storm Reply Built a Scalable GenAI Content Platform on AWS

How Storm Reply Built a Scalable GenAI Content Platform on AWS

content marketing 21 Jul 2025

 1) What were the key architectural decisions involved in building the AI-powered content personalization platform, and how did you address performance, latency, and scalability concerns?

As Storm Reply, as official AWS Premier Consulting Partner, our first architectural decision was to anchor the entire platform on Amazon Web Services (AWS). This strategic choice allowed us to take advantage of AWS’s robust AI/ML offerings and global infrastructure from day one. At the heart of the platform is Amazon Bedrock, which provides seamless access to multiple large language models (LLMs) from top providers like Anthropic and Meta. This not only gave us flexibility in model selection, but also ensured enterprise-grade reliability, availability, and speed.

To address performance, latency, and scalability:

  • We utilized Amazon CloudFront for global edge caching, which significantly reduced latency,
  • We benefited from Bedrock’s fully managed backend, which automatically scales based on workload without manual intervention,
  • And we relied on AWS’s Tier 1 data centers and 99.99% SLA-backed availability to ensure high reliability across regions.

By designing a cloud-native architecture using AWS-native services, we were able to deliver a scalable, low-latency, and highly resilient platform with minimal operational overhead - aligned with both our technical vision and AWS best practices.

2) Can you walk us through how the solution integrates NLP and ML for content extraction and contextual adaptation across industries and formats?

The platform we built for Storybent leverages machine learning services provided by AWS through Amazon Bedrock, where access to multiple large language models - such as those from Anthropic, Meta, and others - is already built in. These models are wrapped in APIs that make it easy to plug into our workflow.

We use this setup to compare and fine-tune outputs across different LLMs, depending on the industry, content type, or language style required. By carefully crafting and adjusting prompts, we can generate highly specific, context-aware content that fits a variety of formats - from marketing copy to social media to technical descriptions.

This allows us to support a full end-to-end content pipeline: from the initial idea, through language understanding and generation, to producing tailored outputs optimized for both audience and channel.

3) What were the major implementation challenges faced when taking this AI-powered system from concept to production, and how were they overcome?

One of the key implementation challenges - common across many AI projects - was putting the right structure in place to trust the output of the system at scale. From an engineering perspective, the core components were in place, but the challenge was ensuring the generated content met the required standards across use cases.

To solve this, we implemented a human-in-the-loop workflow, where outputs were reviewed, approved, and continuously improved through expert feedback. This helped us validate results early on, fine-tune prompts, and build guardrails that ensured consistency and relevance across different industries and formats.

Over time, this approach evolved into a repeatable and scalable process. The models improved through iterative prompt design, and we established a feedback loop that allowed the system to gradually operate with more autonomy - without compromising quality or control.

4) What DevOps and MLOps frameworks have been integrated to ensure delivery, monitoring, and model updates in a production environment?

We chose Amazon Web Services (AWS) because of its strong support for both DevOps and MLOps at scale. From an MLOps perspective, the solution is built around Amazon Bedrock, which offers fully managed access to a variety of foundation models, as well as simplified deployment, monitoring, and billing transparency. This removes much of the operational overhead typically involved in managing generative AI workloads.

On the DevOps side, the platform is deployed using Amazon CloudFormation, enabling infrastructure as code and repeatable, automated deployments. We’ve integrated AWS Config, CloudWatch, and CloudTrail to support system configuration, performance monitoring, and auditing. These tools together power a CI/CD pipeline with DevSecOps practices, ensuring the platform remains secure, scalable, and easy to maintain.

We continue to prioritize native AWS services wherever fiscally feasible, in order to maintain tight integration, cost visibility, and long-term flexibility.

5) How do you foresee the role of GenAI evolving in enterprise content strategies, particularly in terms of personalization, real-time adaptation, and cross-channel orchestration?

GenAI is already becoming a foundational tool in enterprise content strategies, especially for personalization at scale and rapid content generation. But its real potential lies in how it integrates into automated workflows - where the goal is to go from a simple idea or brief to a complete set of outputs across multiple formats and channels.

Looking ahead, GenAI will play a central role in enabling real-time content adaptation, adjusting tone, format, and message dynamically based on audience, context, and platform. When combined with agents and orchestration tools, it will support cross-channel publishing - automatically generating tailored content for social media, email, print, and even video or audio.

In this context, GenAI isn’t just a content creation tool - it becomes part of a broader system that reduces time to market, lowers operational costs, and continuously optimizes content performance across touchpoints.

6) What innovations are you planning to add next to the platform—such as real-time audience segmentation, sentiment analysis, or multilingual support?

All of those capabilities - real-time audience segmentation, sentiment analysis, and multilingual support - are part of the roadmap. We’re working closely with Storybent to prioritize these features based on their business goals and rollout strategy.

That said, the area we’re most focused on next is building a system-level optimization strategy. Beyond adding features, the goal is to create a platform that’s constantly learning and improving - streamlining content delivery, reducing time to output, lowering overhead, and enhancing performance.

In a landscape where more companies are looking to insource AI capabilities, the ability to deliver continuous, automated optimization becomes a real differentiator. That’s where we see the greatest long-term value, and where we’re directing most of our innovation efforts.

Get in touch with our MarTech Experts.

 Medal SVP on Gaming Clips, FAST Channels & Creator Monetization

Medal SVP on Gaming Clips, FAST Channels & Creator Monetization

data management 18 Jul 2025

1. What role do you see FAST channels playing in your overall content distribution and monetization strategy?

a. People spend more time watching others play games than actually playing those games.
b. Medal users consumed more than 3B hours of game clip content on Medal’s social clipping platform. Billions of hours were consumed off platform when those clips were shared to Discord, video platforms, and other social networks. There’s clearly interest and demand for short form video game content for which Medal has cornered the market.
c. Syndicating this content to gaming FAST channels provides another outlet for gamers to connect to relevant gaming clips.

2. How is your company capitalizing on the convergence of traditional publishing, digital video, and OTT to create integrated media ecosystems?

a. Right now, our goal is to expand the number of people capturing and sharing their in-game memories with their friends on and off Medal and providing the best possible platform to both capture those moments and share them with those you actually care about. We’re not building a platform to make you famous. We’re building a platform to save memories that happen in the 3rd-space which is gaming for so many of us.

3. What frameworks or criteria do you use to evaluate the success and ROI of creator partnerships within your content strategy?

a. From a marketing perspective, we’ve worked with a lot of creators in the past and it’s a viable channel though I’m happy to share some hot takes if you’d like. From a product perspective, a creator program isn’t a near-term focus namely because Medal is more of a Snapchat-like experience. You share your in-game memories with those you play with and those that you have a connection with. Some people want to make these very public, and we’re happy to facilitate that however the majority of our users share within their circle of friends off platform - in places like group chats, discord etc. and they are doing it on average 7x a day. It's in those more intimate communities that GenZ has the most influence amongst their peers and Medal is now giving advertising access to these typically hard to reach moments of engagement.

4. In the age of fragmented media consumption, how are you aligning content formats and experiences across mobile, social, and digital to meet changing audience behaviors?

a. Niche social platforms are the future. The one-size-fits-all solution that most other social media provides–the competitive algorithm, the horrendous signal:noise ratio, the constant race to the bottom–sucks. Full stop. Medal is a platform for you and the people you spend time playing games with – a lot of time. Medal users spend 23 hours/week playing games. That’s a lot of time hanging out with friends in digital worlds. That’s a lot of time having core social experiences online, with no way to document, capture, and share like we have with our iphones in the real world. We’ve built that iphone for digital memories. For ephemeral experiences, the reception seems to be a resounding “hell yes” from our users. So it’s less about adjusting for the changing landscape and user behavior and more so building the landscape and creating the behavior change.

5. How do you balance short-term monetization goals with long-term audience and brand equity when scaling new digital products or channels?

a. Because Medal’s core brand promise is to connect gamers through their shared in-game experiences, we prioritize product quality above everything else. If our recorder fails and you miss that moment your friend said something silly or you and your friends finally cleared that impossible dungeon or beat that crazy hard boss, we’ve failed as a product. As a corollary, we prioritize user experience over monetization especially when it comes to ads. Our ads products are a combination of standard IAB formats of which we have only a few and Bounties, a deeply integrated, interactive ads product consisting of clip contests, rewarded in-game actions, and various clip creation and sharing-based activations. Ad saturation is something we want to avoid. It’s bad for users and it’s bad for advertisers. We also never show ads while the player is in-game, has Medal covered, minimized, or is AFK. Ad fraud is unfortunately rampant and we want no part in it. Building strong brand equity both in the gaming industry among players and in the media industry among advertisers is a tricky needle to thread but I think we’ve done a good job thus far.

Get in touch with our MarTech Experts.

 Paul Stephens on Scalable, Secure Innovation: How Netwrix Is Redefining Identity-First Data Security

Paul Stephens on Scalable, Secure Innovation: How Netwrix Is Redefining Identity-First Data Security

artificial intelligence 18 Jul 2025

1. What governance or leadership frameworks are in place to ensure cohesive decision-making across technology, product, IT, and security domains?

We’ve implemented several strategies that work in conjunction to ensure transparent and agile decision-making across Netwrix. At the strategic level, our Executive Steering Committee drives alignment across departments by setting direction, synchronizing roadmaps, managing budgets and facilitating timely decisions.
 
To reinforce focus and alignment, we’ve adopted the popular Objectives and Key Results (OKRs) framework across the organization. OKRs help ensure that all teams are aligned around shared business outcomes while allowing flexibility to address domain-specific priorities.
 
Security governance is embedded through our application security team, which is part of the CISO organization. This team partners closely with engineering and other stakeholders to assess and prioritize risks, as well as manage incident communication both internally and externally.
 
2. How do you plan to balance innovation with the rigorous demands of enterprise security and compliance?

To balance innovation with the demands of security and compliance, our engineering teams are adopting a proactive and integrated approach that involves key stakeholders from the very beginning of the software development lifecycle. Building capabilities and products on a secure foundation ensures long-term resilience and reduces the need for costly and complex retrofits later. It's always more efficient to construct a secure system from the ground up than to retrofit security into an existing one. Achieving this level of alignment requires fostering a culture of shared responsibility for all teams.
 
3. What is your approach to maintain platform agility and scalability as enterprise customer requirements continue to evolve?

My approach always begins with the customer. A clear understanding of their requirements is essential — if you’re not building something that directly addresses their needs and solves their problems, you don’t have a viable product.
 
Once the customer's needs are well understood, the product must be adaptable and flexible enough to evolve and support new capabilities. A well-designed architecture, built using an API-first approach, is a major enabler of this flexibility. When the system is modularized with clear contract boundaries, it becomes significantly easier and faster to extend functionality and maintain the solution over time.
The other piece of the puzzle is the delivery mechanism: Fast, reliable CI/CD pipelines with high levels of automation are critical. They empower teams to deliver quickly and with confidence, ensuring that innovation doesn’t come at the cost of stability.
 
4. How is AI being leveraged internally to enhance infrastructure performance, resilience, and service delivery across the business?

At Netwrix, we have integrated AI chatbot capabilities into our data security platform, Netwrix 1Secure, as well as into products like Netwrix Auditor. These enhancements help our customers strengthen their security posture and streamline workflows, enabling faster time to resolution.
 
We also recently launched a free, open-source MCP server that integrates with Netwrix Access Analyzer. It acts as a bridge between Netwrix products and external systems, facilitating seamless data exchange and analysis across platforms. By eliminating the complexity of system-to-system integration, it empowers both our customers and our internal teams to rapidly gain deep insights into data security and quickly identify and remediate risks.
 
Additionally, we are beginning to leverage AI within our infrastructure for tasks such as capacity planning. This is enabling us to better anticipate customer needs and detect patterns indicative of network issues.

5. How are technology leaders collaborating to accelerate time-to-market for new features while maintaining platform stability and security?

Our technology leaders are accelerating time-to-market by fostering close collaboration between engineering, security and operations teams, with a shared focus on building secure, stable solutions. A security-first mindset is essential, which means embedding practices like automated scanning and threat modeling early in the development lifecycle. To maintain velocity, we are investing in robust CI/CD pipelines that automate build, test and deployment processes, which reduces manual errors, increases release frequency, and ensures consistency. Through automation, cross-functional alignment and early risk mitigation, we are able to rapidly deliver new features without compromising platform stability or security.

Get in touch with our MarTech Experts.
 Jon Martel on Stagedge at 50: Innovation, Sustainability, and the Future of Experiential Events

Jon Martel on Stagedge at 50: Innovation, Sustainability, and the Future of Experiential Events

business intelligence 17 Jul 2025

1. What role does technology play in shaping the future of live, virtual, and hybrid events at your organization, and how are you preparing your teams to embrace these advancements? 
 
It plays a huge role. We are constantly pushing the boundaries on innovation. It really is the driving force behind everything we do. Our teams research, test, train and integrate the latest cutting-edge technologies to help our clients deliver seamless and wow-worthy experiences – both online and in person.
 
2. With employee retention cited as a strength, what organizational practices have proven most effective in retaining creative and technical talent in the events industry?  
 
Employee retention and employee longevity are two of our biggest strengths. Some of our people have been with the company for decades, which is kind of unheard of in today’s day and age. This is a true testament to our leadership team, who are fully invested in and believe in their employees. They are genuinely interested in our success and give us all the tools and resources needed to be successful. Furthermore, they do a great job acknowledging and recognizing their employees’ strengths and dedication through/with “service” and “core value” awards.
 
3. What long-term strategies are being developed to ensure your company's growth remains aligned with both environmental responsibility and digital scalability?

The push for sustainability and digital scalability touches every aspect of corporate life with companies demonstrating their commitment throughout all layers of their business. And the events industry is no different. Stagedge strives to support our clients’ corporate social responsibility and sustainability initiatives holistically and integrate them throughout our work. We hold a Silver rating from EcoVadis and have joined the Science Based Targets initiative. With decades of low-carbon experience, we can align your event with our sustainability values ensuring that they are not just impactful, but also eco-friendly.
 
4. How are client expectations around event personalization, interactivity, and ROI shifting, and how is your team adapting its service model to meet these changing demands? 
 
Client expectations around event personalization and interactivity couldn’t be higher. That’s what it is all about. Tailoring event experiences and communication to understand and meet the exact, unique needs and preferences of audiences is what you need to do to create an engaging, memorable and relevant event experience. This is done throughout our clear-cut process from concept to completion and everything in between encompassing the entire event lifecycle.
 
As far as a shift in ROI, we feel that ROI is not the only way to effectively measure the success of any event and/or determine whether client expectations have been met. There are a lot more ways to determine whether an event can be “deemed” a success such as looking at the at ROO (Return on Objectives) and ROE (Return on Emotions). It’s more than just the bottom line $$$ that should be taken into consideration.
 

5. In what ways do you balance honoring historical legacy with the imperative to continuously innovate and stay ahead in a rapidly changing industry? 
 
As you know, 2025 is the 50-year anniversary of Stagedge. It’s quite a momentous and somewhat unprecedented occasion given today’s ever evolving and changing corporate/industry landscape. I don’t know if I would consider it a balance to honor our legacy with innovation but more about our ability to pivot and change course when needed. Obviously, when any company has been successful for an extended period of time, adaptability is key. Since our inception we’ve navigated many changes, refined our processes numerous times and consistently pushed the boundaries of technological innovation and advances while staying true to our core values.
 

6. As you look ahead, how changing market dynamics will shape the next chapter of growth for your organization and the event production industry? 
 
I don’t know how changing market dynamics will affect the event production industry as a hole. Obviously, the rise of AI, the need to inspire the Gen Z workforce, plus the political and economic uneasiness are key players in market dynamics and adaptability, but like anything else, I feel like history always repeats itself and, in some shape, or form we have been down this road before. As for Stagedge, earlier this year, we put out a press release discussing how we will be transitioning towards the future with the announcement of key promotions and a detailed roadmap towards sustainability and growth. We will continue to evolve, embrace new technologies, and pursue bold goals with the same drive and spirit that launched us 50 years ago and have been with us every step of the way.
 
Get in touch with our MarTech Experts.
 How Puntt AI Is Redefining Compliance: Ronnie Kwesi Coleman on Speed, Scale & AI

How Puntt AI Is Redefining Compliance: Ronnie Kwesi Coleman on Speed, Scale & AI

artificial intelligence 17 Jul 2025

1. In what ways has the integration of AI-powered compliance agents impacted the speed and cost-efficiency of your campaign approval and product launch processes?
The impact has been direct and measurable. AI-powered compliance agents have allowed us to reduce the average review time from days to minutes. That speed translates into faster launches, less rework, and ultimately lower operating costs.
More importantly for executives: this isn’t just about saving time, it’s about improving margins. By automating what was once a highly manual and cross-functional process, we’ve reduced headcount needs while increasing output. Faster execution leads to faster revenue realization, and we’ve turned a major bottleneck into a growth lever.
 
2. Given the dynamic nature of global regulations, how do you see Puntt AI evolving as a strategic tool for proactive risk mitigation and legal oversight within your organization?
Puntt AI is already a strategic safeguard. Regulations shift fast, especially across markets, and manual teams can’t keep up. Our platform continuously integrates global rule changes and brand-specific standards, giving executives visibility and control before issues arise.
We think of it as a proactive governance layer that scales with the business. It’s not just reducing risk; it’s enabling responsible growth into new markets by ensuring compliance is baked in, not bolted on.
 
3. How critical is Puntt AI’s ability to continuously learn from internal approvals and external regulatory shifts to maintaining real-time compliance and legal consistency?
It’s essential. The value of the system is in its ability to learn and adapt. We built Puntt to evolve with both the market and our organization.
This learning loop creates a compliance knowledge engine, so the system doesn’t just follow rules, it gets smarter with every review. That consistency builds confidence across marketing, legal, and executive teams, and eliminates surprises at launch.
 
4. In your view, how have you enabled your organization to enter new markets, knowing that creative and packaging meet local compliance requirements?
Global expansion used to require heavy investment in local compliance support. With Puntt, we’ve shifted that burden onto the platform itself.
We train the system to understand market-specific requirements, from legal language to cultural risk factors, so assets are reviewed and approved against local standards automatically. This gives us speed and certainty when entering new regions, without needing to rebuild our compliance process for each one.
It’s how we scale growth while protecting brand and regulatory integrity.
 
5. What metrics or KPIs are you using to evaluate the ROI of deploying AI compliance infrastructure, and how are those insights informing future investments in enterprise AI?
We focus on four core metrics:
 • Time saved per asset review
 • Reduction in rework and escalations
 • Campaign turnaround time
 • Global consistency and adoption across teams
But ultimately, we use one benchmark to tie it all together: cost to launch.
By tracking how AI reduces hours, delays, and downstream legal involvement, we see exactly how it improves our margins and speeds up revenue capture. That’s the clearest ROI signal for any executive, and it’s guiding where we invest next.
 
6. How do you envision the role of autonomous compliance systems evolving in the next 3–5 years, and what role will your organization play in shaping that future?
In 3 to 5 years, autonomous compliance will be as essential to marketing ops as automation is to finance or CRM to sales. Companies will need real-time systems to ensure content meets legal and brand standards, especially with the volume and speed AI introduces.
At Puntt, we’re not just preparing for that shift, we’re building the infrastructure now. Our belief is that speed to market and compliance shouldn’t be at odds. Executives shouldn’t have to choose between moving fast and staying protected.
That’s the future we’re shaping: operational speed without regulatory risk.
 
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 Ian Baer on Emotional AI: Redefining Predictive Marketing with Sooth’s 93% Advantage

Ian Baer on Emotional AI: Redefining Predictive Marketing with Sooth’s 93% Advantage

artificial intelligence 16 Jul 2025

1. Given that traditional demographic and transactional data explain only a small fraction of buying behavior, how are you reassessing your current data frameworks to account for deeper emotional and situational drivers? 

It’s really all of data-driven marketing that needs a reset right now. At the dawn of modern advertising, it wasn’t unusual for brands to see conversion rates of 20% or more — and repurchase rates near 50%. Today, when a brand achieves a 1–2% conversion rate, it’s cause for celebration. Retention is harder, too — meaning brands are often forced to re-win the same customers over and over again.
 
The reason is simple: nearly every brand is competing to optimize the same 7% of buyer data — demographics and past transactions. These signals have been the easiest to track for the last 100 years. They were stored in shoeboxes before computers existed, and despite all the advances in technology and data modeling, most strategic decisions are still based on those same commoditized signals.
 
But people leave clear behavioral trails that reveal their emotional priorities — and the practical and situational filters that shape real brand choices. That’s why we’ve shifted focus to analyze the remaining 93% — the part that predicts 13 out of every 14 decisions consumers actually make.

 2. What role do you see predictive emotional AI playing in optimizing your media mix and reducing waste in campaign spending across multiple channels? 
 
Marketing mix modeling and attribution analysis are just the latest attempts at a data-driven holy grail for brands. Ninety-seven percent of the Fortune 500 invest heavily each year in data intelligence to establish a unified set of truths from which all functions, including marketing, can operate. Simultaneously, due to poor targeting, ad fraud, and various inefficiencies, brands are wasting between 20% and 50% of their media budgets, putting the credibility of marketing itself at risk. That’s why Meta talks about making brand marketing obsolete with its AI ad model, and people are leaning in.

This situation has turned marketing into a competition focused on doing things cheaper and faster, because most have given up on improving effectiveness. Without better data governance and visibility, CMOs find themselves in a precarious position with their leadership and shareholders, which is a significant reason why one-third of Fortune 500 companies no longer employ a chief marketing officer. For business-to-business brands, it’s more than half. Marketing has become so enamored with vanity metrics that are divorced from business outcomes – such as page views and brand awareness – that it no longer speaks the same language as those with true spending power in most organizations. I recently heard from one of our clients in a business strategy role, “Marketing gets all this money but I truly have no idea where it goes.” As long as marketing budgets are seen as a black hole rather than a predictable investment, marketing teams will continue to lose their seats at the big table. When we clarify the 93% of buyer signals that truly drive behavior, we not only reduce waste — we re-establish marketing as a source of measurable profit.

3. How does scoring creative and messaging against emotional drivers in real-time, change your approach to creative development and campaign testing?
 
One consistent truth I’ve seen throughout my career is that when budgets tighten, brands often cut or eliminate their investment in research and measurement. Without clarity on what will work or why, brands tend to produce more assets and invest more in media. That reaction is understandable, especially when research, testing, and programmatic media are often seen as more costly than effective.
 
To meet this need, we developed a creative scoring engine that can ingest creative content in any format and deliver predictive intelligence across various audiences within one or two days. With predictive intelligence based on data-verified needs analysis, we can improve performance through emotional connection. We are enabling understanding as a central part of every creative and investment decision, without losing time or momentum.
 
4. How do you plan to evolve your understanding of high-value customer segments using behavioral audience analysis rather than legacy demographic assumptions?
 
One of the most overlooked metrics in modern marketing is share of requirement — the portion of a customer’s total category spend that a brand earns. While brands do a very good job of measuring and optimizing the business a customer already does with them, they have almost no visibility into the share of category spend each customer allocates to competing brands. What looks like a low-value customer to one bank may, in fact, be someone whose primary financial relationship is simply elsewhere, but they have no category visibility. Combine that with outdated demographic clustering and internal silos, and many brands end up flying blind — relying on the law of averages instead of verified emotional insights. The significant evolution in our model is category-wide visibility, so we can track shifts in real-time and recommend strategies to address the opportunities as well as the threats to their customer base. We have enhanced or replaced traditional research-based brand tracking with a much more dynamic and opportunistic model designed to steadily increase and protect each customer’s mind and wallet share.

5. How do you balance the demand for real-time decision-making with the need for accuracy and contextual relevance in your messaging and customer engagement? 
 
A core part of our model has always been to keep insights both accessible and instantly actionable. Our model does not rely on demographic assumptions. Still, we output precise target profiles for media buying that incorporate both behavioral and demographic signals, fully compatible with existing targeting, delivery, and dynamic optimization platforms. This enables creative to be tailored in real time, around the emotional and situational drivers we know lead to profitable outcomes. It’s just one way our use of AI in insights and strategy dovetails seamlessly with emerging AI-driven media targeting and delivery. It’s truly hand-in-glove.
 
6. What challenges do you foresee in adopting AI-driven emotional prediction models at scale within your organization whether cultural, operational, or technological?
 
We knew we weren’t choosing the easy path when we told the marketing world it’s been focusing on the wrong inputs for decades. Another headwind we face is that when it comes to AI in marketing, the term has become shorthand for generative tools and workflow automation—solutions designed to make marketing faster, not necessarily better. Failing cheaper is still failing, and when a customer leaves because another brand met them more effectively in the moment, almost none return. This has put marketing on the clock across industries worldwide. That’s why we spend so much time with marketing leaders—not just sharing tools, but reshaping how they think about AI in marketing through a completely different lens—one that focuses on shifting 13 out of every 14 buying decisions, rather than the one that marketing has been obsessed with for a century. Where our approach flies in the face of traditional marketing and its outdated concept of “best practices,” our message is finally taking root. While the hardest work is ahead of us, I couldn’t be more excited about the challenges and opportunities that lie ahead.
 
Get in touch with our MarTech Experts.
 Small Business Happiness in 2025: Erin Shea of VistaPrint on Freedom, Fulfillment & the Future

Small Business Happiness in 2025: Erin Shea of VistaPrint on Freedom, Fulfillment & the Future

business intelligence 16 Jul 2025

1. Given that independence and passion are more valued than income predictability, how should organizations rethink their support models for small businesses? 


We often hear about the importance of financial stability and access to capital. Those factors, no doubt, contribute to a small business's success, but new research from VistaPrint reveals that small business owners (SBOs) are influenced by so much more. According to findings, internal factors - think independence, passion and community - drive SBO happiness today. SBOs rank “freedom to set my own schedule” (42%), “doing something I love or am passionate about” (41%) and “interacting with people, customers or society” (30%) as the top 3 things they enjoy most about being an entrepreneur. Not to mention, over half of SBOs are “much” or “somewhat” happier now compared to when they first opened their business. These takeaways recognize the vitality of America’s entrepreneurial spirit and power of looking inward, especially when times are tough.  


From VistaPrint’s perspective, it’s important to advocate for that mindset with products, services and resources that support SBO’s journey at any stage. When you enable that freedom, you fuel fulfillment.


2. What role do you believe corporate partners or service providers should play in fostering long-term emotional and operational well-being for small business owners?

SBOs aren’t just looking for tools. They’re looking for partners, especially when the stakes are personal. The best partners help SBOs feel more capable and in control, not more burdened. For example, offering great products, assisting with real-time customer support, and providing thoughtful resources for the moments in between. In VistaPrint’s case, this means helping SBOs design and print marketing materials that stand out and resonate with customers, from logo design and packaging to promotional items. 

Long-term well-being starts with trust. That trust is earned when partners show up consistently and understand the needs of the SBO – something VistaPrint has worked hard to achieve over the past 25 years.

3. With larger small businesses (51–100 employees) reporting higher satisfaction, how can micro-businesses (1–10 employees) be better supported to bridge the gap in satisfaction? 

It’s important to note that SBOs of all sizes report high levels of happiness. We think that reflects the pride millions of entrepreneurs take in shaping their own future. That said, satisfaction at scale might come from capacity – having enough help, time, and margin to focus on what matters. For micro-businesses, the pressure to wear all the hats can be a strain, especially when they’re just starting out.Prioritization and time management are crucial at this stage. Align your to-do list to your strengths and don't be afraid to seek out tools or resources that can extend capacity whether it’s automating repeatable tasks, outsourcing selectively, or tapping into peer networks for shared knowledge and support. By building these practices early, even the smallest teams can unlock more joy and long-term satisfaction.

4. What trends do you foresee in generational leadership within small businesses, and how might these affect long-term innovation and operational models? 

Gen Z SBOs are redefining what leadership looks like. Their approach to entrepreneurship is deeply values-driven, tech-forward, and adaptive by design. According to our findings, they’re also the happiest generation, with 54% of Gen Z SBOs saying they’re currently “very happy”—higher than any other age group. This sets a strong foundation for future-facing businesses. As Gen Zers get more comfortable with business ownership, it’s possible we’ll see flatter hierarchies, increased transparency, and businesses that prioritize flexibility and experimentation. These shifts could spur more resilient models – ones that are not only innovative but also emotionally intelligent.

5. What strategic opportunities exist for organizations to support SBOs in technology adoption while preserving the interpersonal dynamics they value most? 

Organizations have a unique opportunity to position themselves as both enablers and protectors of the human connections SBOs care most about. VistaPrint’s research shows us that SBOs, today, prefer using AI primarily for routine or repetitive tasks. For example, 39% of SBOs said they prefer AI for audience targeting and design/content creation. These are areas where speed and efficiency often come into play. But when it comes to strategy and storytelling, the human element still matters deeply. Nearly half (48%) of SBOs say they prefer a human touch for strategy and planning and 43% still lean on people for campaign execution. That creates a clear opportunity: preserve the human touch in the moments that define a brand. The most valuable tools will be those that free up time—without stripping away the connection that makes small businesses special.

6. What changes do you believe are necessary to sustain and amplify the positive sentiment seen among SBOs? 
 
We need to listen to what they’re saying. Today, 81% of SBOs report being “somewhat” or “very” happy, despite macroeconomic uncertainty. This is quantifiable proof that mindset and passion are an SBO's superpower, especially during challenging times. It’s not always about scaling. It’s about staying true to your mission, building strong communities, and finding personal fulfillment along the way.  
 
This group also values upskilling. Overall, 73% say “continued learning” is one of the things they enjoy most about being an SBO, with technology/innovation (66%) and marketing management (66%) ranking as the topics of most interest. While every SBO’s path to happiness is different, they’re telling us they’re willing to put in the work to persevere.
 
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 Devon Bradley Roof on Scaling with Intention: Inside Epic Blue’s People-First Marketing Approach

Devon Bradley Roof on Scaling with Intention: Inside Epic Blue’s People-First Marketing Approach

business intelligence 15 Jul 2025

1) What strategic decisions or growth models have proven most effective in scaling the agency while preserving service quality?
One of the best decisions I made was shifting from a project-based model to a retainer-based structure. It allows us to build stronger relationships, stay proactive instead of reactive, and avoid the hamster wheel of chasing one-off projects.
We scale by adding the right clients, not just more of them. I’ve also been intentional about scaling slowly and hiring thoughtfully. I only bring on team members who align with our values and can flex between strategy and execution. This helps ensure that quality doesn’t slip.


2) What systems or frameworks have you implemented to ensure that client strategies are both personalized and scalable across your portfolio?
Every client is different and they should be treated that way. We start by understanding the client’s goals, and then we build strategies that feel authentic and actionable for their brand.
To keep things scalable, we’ve developed internal systems that help us manage multiple clients, deadlines, and deliverables. The goal is a personalized approach that still runs like a well-oiled machine. Our entire team has access to shared planning tools and processes that keep things moving smoothly behind the scenes, so our clients experience consistency no matter how many projects are happening at once.


3) As you position the agency as a strategic partner rather than a service vendor, how do you educate and onboard clients to fully leverage your consultative capabilities?
We’re very intentional during onboarding. From the first meeting, we position ourselves not as a “vendor” but as a member of the client’s team. I walk them through our approach, share how strategic communications can shift their trajectory, and provide a roadmap for how we’ll work together to meet broader business goals—not just marketing goals.
Many clients come to us thinking they need “a few social media posts” or “a new website,” but they quickly realize we’re here to guide their overall brand positioning, messaging, and audience engagement strategy.


4) How do you maintain a competitive edge in a crowded agency landscape where many firms offer similar services?
We bring deep expertise, yes—but also a genuine, relationship-first approach. Clients don’t just get a service; they get a partner that’s in their corner…one who’s fully invested in their success.
We also have the advantage of being small but mighty: we’re nimble, highly responsive, and able to pivot quickly. We don’t chase every trend, but we do stay flexible, smart, and responsive. That combo keeps us sharp and keeps our clients winning.


5) How do you approach cross-functional collaboration among designers, developers, and strategists to optimize outcomes for clients?
Collaboration is a huge part of our process, and it all boils down to communication. Before we jump into the work, we get everyone aligned on the vision, the strategy, and the goal. We work as a team, not as a series of handoffs, and that makes all the difference in the final product.


6) How do you ensure that creative vision and technical execution remain aligned throughout the project lifecycle?
When each team member understands not just what we’re building, but why it matters, the execution stays true to the vision. So, before any project begins, we establish a clear creative direction rooted in strategy, and we align it with technical requirements upfront. From there, we have regular reviews and checkpoints to ensure continued alignment. Having clear communication helps us catch any disconnects early and maintain a high standard from start to finish.

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