logo
episode-header-image
May 7
51m 21s

Your Pre-AI Processes are USELESS | AI R...

Mission.org
About this episode

What does it really take to build an AI-powered customer experience from the ground up?

Lacey Peace sits down with Katie Bianchi, Chief Customer Officer at Palo Alto Networks, to unpack how her team rebuilt support systems for the AI era — eliminating handoffs, reducing resolution time by over 40%, and transforming how their teams work.

Katie walks through their phased AI implementation strategy, from data unification and process re-architecture to training internal copilots capable of diagnosing the most complex cases. She shares why tight alignment between product, IT, and customer success is now a non-negotiable, and how empowering frontline employees to lead experimentation created real transformation.

Plus, Katie gets candid about what she would’ve done differently, why NPS might be obsolete, and how AI is becoming the operating system for work itself. Whether you're navigating digital transformation or trying to unite siloed teams, this episode offers a clear, tactical, and deeply human roadmap to scaling customer experience in the age of AI.
 

Key Moments:

00:00 Meet AI-Expert Katie Bianchi, CCO at Palo Alto Networks

01:31 Why Dirty Data Is Killing Your AI Strategy

02:46 AI Adoption Starts with Empowered Employees

06:49 Joining a Cybersecurity Giant During Peak Disruption

08:41 Step-by-Step: How Palo Alto Networks Rolled Out AI

14:17 Building a Culture of Rapid Experimentation

21:50 What AI Agents Can Do in Tech Support Right Now

23:12 What We’d Do Differently: Lessons from the Frontlines of AI

25:47 End-to-End Automation: Connecting Pre- and Post-Sales

27:38 Smarter CX: Turning Data Into Actionable Insights

36:41 Rethinking Metrics: How to Measure AI’s Real Impact

39:17 From Reactive to Proactive: Real AI Customer Wins

41:26 AI as Your New Operating System: What’s Next

 

Are your teams facing growing demands? Join CX leaders transforming their AI strategy with Agentforce. Start achieving your ambitious goals. Visit salesforce.com/agentforce


 

Mission.org is a media studio producing content alongside world-class clients. 
Learn more at mission.org

Up next
Jul 9
How to Lead Change Without Losing Your Mind (or Team)
How do you lead organizational transformation when AI is moving faster than your roadmap can keep up? Carlie Bissler, a product leader at McKesson, breaks down what it takes to guide large enterprises through change in the age of AI. From building trust and authenticity as a lead ... Show More
57m 19s
Jul 2
How Engineer-Turned-Exec Creates Personal Experience At A Global Scale
What do a superhero named Captain Rochester, a bold business trip to Brazil, and AI-powered sales have in common? Lacey sits down with Colin Strother, Executive Vice President at Rochester Electronics, to explore how a human-first approach is transforming digital transformation. ... Show More
1h 10m
Jun 25
The World’s Most Customer-Obsessed Hotel Brand
CitizenM’s CXO, CDO, and CPO (yes… all three!), Casper Overbeek, joins Lacey to reveal how one of the world’s most innovative hotel brands uses technology to empower people — not replace them. From launching a wildly successful paid loyalty program to redesigning customer journey ... Show More
1h 3m
Recommended Episodes
Oct 2024
How To Effectively Use Metrics and Data in Marketing
On this episode, Ash Parikh, CMO of Trellix, discusses the importance of metrics and data in marketing, including website visitor numbers, click-to-open rates, and share of voice. He emphasizes the need for transparency, trustworthiness, and responsible security in building a bra ... Show More
46m 56s
Aug 2024
Generative AI Business Case Challenges
After all the hype of 2023, executives who funded several GenAI initiatives are impatient to see returns on investments, but organizations are struggling to prove and realize value. As the scope, scale and price of initiatives grow, aligning the economics (cost, risk and value) o ... Show More
21m 42s
Jan 2025
Challenging the Status Quo: How Innovation Drives Growth in a Construction Business
In the competitive construction industry, innovation plays a crucial role in driving growth and success. Construction companies can differentiate themselves by adopting creative strategies, such as managing material supply chains and cultivating solid, business-like relationships ... Show More
40m 9s
Oct 2024
Why Deals Fail: Key Insights from Michiel Koopman
Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ In this insightful episode of Negotiate Anything, host Kwame Christian sits down with Michiel Koopman to delve into the critical elements that lead to failed negotiati ... Show More
42m 14s
Apr 1
Soft Skills for Successful Requirements Elaboration
Soft skills are often misunderstood as secondary totechnical expertise, but, in fact, they are fundamental to the success of both business analysis professionals and requirements engineers. In this episode of BusinessAnalysis Live!, we explore how and why soft skills make the dif ... Show More
49m 59s
Sep 2024
Driving Behaviors for Business Success
Susan Moore and, guest co-host, Fabricio Laguna (The Brazilian BA) introduce the concept of driving behaviors for business success, using the upcoming World Management Agility Forum conference as a backdrop. They are joined by Hugo Lourenco, founder of World Management Agility Fo ... Show More
1 h
Nov 2024
The $50K Consulting Offer That Works with Mike LaVista
What does it take to go from seeking sales door-to-door to helping $100 million industrial companies achieve 10x growth? Caxy CEO Mike LaVista has done all that and more in his 23-year journey scaling a tech consulting firm, and he shares many of his secrets for success here toda ... Show More
37m 20s
Nov 2024
The Anti-ERP ERP Club, Part 1: Meet Wiley Jones and Doss
Tired of the supply chain status quo? Let us introduce you to the Anti-ERP ERP Club.In the first part of our first-ever two-episode interview, host Scott Luton dives into a transformative conversation with Wiley Jones, Co-founder and CEO of Doss, about reshaping how companies app ... Show More
41m 52s
Jan 2025
How AI is Transforming Human Resources with John Kannapell, CYPHER Learning
Discover the transformative power of artificial intelligence in HR as we explore how generative AI is reshaping the workplace. The guest this time is John Kannapell, President, COO and Board Member at CYPHER Learning, a company leading the disruption of learning platforms to unle ... Show More
23m 59s