October 2, 2025 | Hotel Nia, Menlo Park, CA

It’s easy to get fatigued with the seemingly endless lineup of AI conferences, events, webinars, and articles. We understand that everyone has seen, heard, and read all there is about AI, and wanted to break through the noise with real stories from leaders and decision-makers. LatentView’s flagship roundtable in the Bay Area this year featured unfiltered conversations about AI implementation, including the wins, the learnings and the impact.

Welcome Note

Rajan Sethuraman

CEO, LatentView Analytics

Rajan opened the event by acknowledging the moment AI is having across industries. Interest and investment are high, but many organizations are still unsure how to move from experimentation to meaningful execution. He noted that while the landscape is filled with pilots and PoCs, few initiatives have reached the scale or adoption required to drive lasting impact.

He emphasized that this is not just a technology challenge. To deliver value with AI, companies need a strong data foundation, well-defined business goals, and the ability to bring people along through effective change management. Rajan also highlighted how the evolution of AI tools, from basic chat interfaces to more intelligent, autonomous agents, is beginning to shift how work gets done. These embedded co-pilots are designed to operate in context, take action, and support decision-making in ways that make AI more relevant across the enterprise.

Delving into how companies are turning AI ambition into measurable impact, Rajan referred to Toyota’s partnership with Google Cloud, which empowers factory workers with low-code tools. This partnership leverages their on-the-ground expertise within AI workflows, driving tangible efficiency gains in production and inventory management. In tech, Microsoft’s calibrated approach to integrating Copilot and Azure, both internally and for clients, has led to 30% of all code in its products being autonomously generated.  

Using these examples, Rajan underscored the need to rethink the way problems are approached, how to accelerate the adoption of technologies, align people, and operationalize impact.

Joint Session

Architecting 10x Growth: From Smart
Analytics to AI-Powered Impact

Shikha Agarwal | VP, Marketing, Yelp

The path to scalable growth often starts with small, consistent progress. That was a key message from Shikha Agarwal and Prasun Velayudhan, who shared a practical framework to help businesses move from analytics to impact. They presented the real story of a product they had worked on together, leveraging the Build, Optimize, and Scale engine. The duo presented the challenges and opportunities they faced during this journey, highlighting how data-driven insights contributed to their success. And how AI is accelerating this progress.

Shikha emphasized that growth is a game of inches. While bold moves matter, sustainable growth often comes from incremental improvements. She stressed the importance of building a solid foundation by setting up growth flows, aligning teams, and creating shared metrics. In her experience, while she had access to a wealth of data, there was little insight to act on, prompting a shift toward unified, actionable analytics.

While Shikha highlighted the issues from the enterprise side, Prasun brought in the perspective of a data analytics partner. He explained that stitching together user journeys provides end-to-end funnel visibility, and building core dashboards allows for KPI monitoring and forecasting. GenAI, he noted, is helping compress this kind of research from weeks to minutes.

In the optimize phase, the focus is on performance. Shikha highlighted funnel alignment and prioritization, including a closer look at acquisition costs across paid channels. Sharing how the team re-prioritized efforts, Shikha said the team used to optimize emails until the data showed that it drove only 2–3% of acquisitions. A deeper dive uncovered a 95% drop-off in the purchase flow. The real opportunity lay in improving the landing page — a touchpoint every potential customer interacted with and so a billion-dollar opportunity had been hiding in plain sight.

Leveraging deep user personas, the team moved beyond identifying conversion gaps to delivering targeted, strategic content aligned with user intent at high-traffic stages. Prasun expanded on how building a robust ROI and investment framework is at the crux of this approach. Further, by integrating Marketing Mix Modeling (MMM) and incrementality testing, the team gained full visibility into channel performance and true causality.

The scale phase comes after teams have built and optimized core engines. Shikha cautioned against letting new products cannibalize higher-margin ones, stressing the need for careful orchestration. She also walked through how her team is applying AI across growth marketing, including brainstorming, campaign automation, personalization at scale, and faster access to insights.

With opportunity comes complexity. Shikha outlined four AI-related challenges her team often navigates: Poor data quality, runaway automation, overuse of generic AI-generated content, and limited visibility into black-box models. Prasun addressed these concerns by sharing LatentView’s RAISE framework (Retrieve, Analyze, Implement, Sync, and Execute), a structure developed to help teams apply AI responsibly and at scale.

As members of the audience shared their views, Shikha emphasized the importance of tracking the right North Star metrics and ensuring that automation serves the customer experience. Both Prasun and Shikha agreed that the key to 10x growth lies in a disciplined approach that starts with data, sharpens through optimization, and scales through responsible AI.

Joint Session

Back to the Data: Fueling AI's Future

Many AI projects fail before they ever reach production. According to Parijat Banerjee, one of the biggest reasons is data. During this session, he and Mike Becker offered a practical look at what it takes to support GenAI at scale, starting with the quality, structure, and usability of the data itself.

Parijat began the session by stating the reality that 85% of AI initiatives don’t get deployed. A recent S&P Global study also showed that more than 40% of enterprises abandon their AI efforts within the first year. He emphasized that the challenge is rarely the algorithm. It’s poor data quality, limited access, and the absence of trust in the information being used. Especially in financial services and healthcare, organizations need to invest in the fundamentals.

He presented the real story of how LatentView built a Unified Enterprise Data Hub for a leading B2B asset management company. He highlighted the five-stage roadmap that LatentView deployed to build a robust hub that consolidated the company’s data, handled massive daily volumes, and reduced costs. 

Parijat also discussed a major transformation effort LatentView supported in the healthcare space in partnership with Stellarus. The goal was to improve patient outcomes and advance value-based care using AI-first systems and a unified data approach. The project involved building out an enterprise-wide data structure, enabling Stellarus to develop highly personalized experiences. He raised the point that in healthcare, the stakes are deeply personal. It’s not just about models and pipelines; it’s about people. AI solutions must be built to support real-world well-being.

Mike then picked up to explain how that vision became operational. Stellarus built a central data layer that connects clinical details and behavioral data into a single framework. This powers internal and external tools. One such tool allows business users to query data using natural language. It translates prompts into SQL, runs them, and delivers insights in seconds. This has helped eliminate bottlenecks and reduce manual reporting.

Mike also shared a few instances of how data analytics and AI are helping them drive forward several of their patient care programs and campaigns. An example he shared was how AI helped identify expectant mothers who were at high risk, enabling proactive outreach. He noted that such efforts aren’t just measured in dollars but represent healthier pregnancies, reduced emergency visits, and more peace of mind for patients.

At Stellarus, the mission is to enhance member experience and lower the cost of care. That’s achieved through both internal efficiency gains and more personalized services. For example, Sierra, their AI-powered chatbot, supports call center agents by handling quote requests, which cuts around two minutes per call and improves member satisfaction. By relieving pressure on frontline teams, the technology allows staff to spend more time engaging with members and understanding their needs. 

Mike also addressed the build-versus-buy question. He warned that developing every tool in-house can slow down innovation and increase complexity. His advice was to take a hybrid approach: Use accelerators when possible, but make sure core systems reflect your organization’s specific data context and business priorities.

Parijat closed the session by reminding the audience that trust, consistency, and usability don’t happen by accident and require structure, ownership, and patience. Once those elements are in place, organizations can finally move beyond pilots to AI that delivers lasting value. In healthcare, that value is measured in better outcomes for people, not just improved operations.

Panel Discussion

Based on a True Story:
Real Journeys of AI Driving Excellence

Moderator : Mahalakshmi Nageswaran
Director, B2B and Entertainment Technology

Speakers:

Every organization is at a different stage in the AI journey, whether just getting started or actively scaling impact. Mahalakshmi Nageswaran opened the conversation by framing the central challenge: How to move from AI ambition to tangible outcomes. From there, panelists shared real-world stories of how AI is being operationalized across industries to improve productivity, boost efficiency, and embed intelligence into everyday decision-making.

Swetha Sunkara from Dell Technologies picked up on that theme, noting that every company sits somewhere along the AI maturity curve. What separates leaders from laggards is clarity. Clarity in use cases, alignment across teams, and discipline in execution. She emphasized the importance of defining a North Star and grounding it in what is feasible versus what is aspirational. She shared that her team’s AI adoption journey began with exploring foundational building blocks for AI applications and scaled across the broader product management team, with domain experts embedding AI components, ranging from LLMs to agent-based automations, into areas such as onboarding, infrastructure monitoring, and incident management. 

Vishal Mahna of AVEVA brought the industrial perspective, where physical systems and digital twins converge. It is core to solving practical challenges like energy efficiency, machine health, and operator safety. He shared how AI-powered predictive analytics anticipates faults and unplanned downtime, cutting costs and operational risk by monitoring real-time lubrication, thermal, and process data. 

Lee Davidson shared lessons from AssetMark’s financial services transformation. One of the biggest hurdles is getting people to trust the AI’s output. He explained that it is not enough to show results. Teams have to show their work. Data lineage and explainability are crucial for building confidence, particularly in a regulated environment. That is why his team leans into transparency and ongoing validation as part of their operational AI strategy.

Sharleen Sy of Adobe offered a marketer’s lens. She spoke about how her team uses AI for experimentation and campaign optimization, but warned against blindly chasing automation. Just because you can automate does not mean you should. One challenge she sees is around “AI slop”, generic and repetitive outputs that erode brand value. Her team works to ensure that AI-powered personalization still reflects Adobe’s creative standards.

Mahalakshmi returned to the theme of cultural readiness, highlighting a shared concern about how organizations are rushing to implement AI but often lack the internal structure, skills, and change management needed to support it. Panelists agreed that communication and cross-functional alignment are just as critical as the technology itself.

A key theme across the panel was the need for guardrails. Whether in the form of governance, ethics, or documentation, successful AI initiatives require intentional boundaries. As Swetha noted, AI will fail without a framework. That includes deciding what not to automate, identifying failure points early, and keeping humans in the loop for high-stakes decisions.

Vishal shared that AVEVA has implemented a formalized set of controls known as “fail-safe mode” to ensure that AI systems operate within defined parameters in complex industrial environments. It is not just about launching a model. It is about making sure it behaves predictably in the wild.

Lee emphasized the importance of ownership. At AssetMark, each model has a “steward” responsible for performance, maintenance, and escalation. AI is not a set-it-and-forget-it system. It is a living product that evolves.

Sharleen closed the session with a reminder that successful adoption is an iterative process. You will not get it perfect out of the gate, but if you are learning, you are progressing.

The panel echoed a larger trend in enterprise AI, which is a shift away from hype and toward operational excellence. Proving AI can work is not enough. Success is about proving it can scale responsibly, reliably, and with real-world outcomes.

Solutions in Action

Some of LatentView’s AI-powered solutions, designed to solve real-world enterprise problems, were showcased at the event.

LASER

Simplifying enterprise knowledge search from hours to seconds

A GenAI-powered knowledge search engine enables you to seamlessly search and find critical information across all your workplace apps in seconds. Just type in your queries, and our in-house GPT solution will skim through the content, extract the key points from various documents, and give you clear, actionable insights.

MARKEE

Optimize every step of your campaign with AI-powered Agentic workflows

MARKEE is an intelligence-augmented performance marketing platform tailored to your data and organizational culture. It leverages agent-driven workflows for precise campaign recommendations, auto-generates creatives, launches campaigns with a click, and tracks cross-channel performance in real-time while preserving brand identity.

BeagleGPT

Move from 1000s of Dashboards to 1 GenAI App

BeagleGPT is an AI-powered analytics tool that delivers real-time insights, answers queries and identifies growth opportunities. It seamlessly integrates with Microsoft Teams and Databricks AI/BI Genie to enhance collaboration and decision-making. 

ObserveAI

Unified data governance for accurate, AI-powered decision-making

Observe AI, powered by Unity Catalog and DBRX, establishes a comprehensive framework to ensure data integrity and governance at scale. Leveraging Unity Catalog’s metadata and policy-driven trust framework helps eliminate operational blind spots, drive efficiency, and establish a resilient data ecosystem.

Our Past Events

The New ROI: Return on Innovation

Location : London
At the recently concluded London roundtable, LatentView and Decision Point brought together leaders from CPG, financial services, industrial, and digital-first firms to discuss how enterprises are rethinking value creation in the AI era.

Read More »

DataAisle : Smart Intel for Smarter Shelves

Location: Atlanta | Jersey City | Dallas
LatentView and Decision Point’s three-city roadshow, DataAisle, brought together leaders from CPG, retail, and hospitality sectors to explore how AI-driven data strategies are delivering business impact and competitive advantage.

Read More »

On the Dot | July 30, 2025

Location: New York

Centered on AI’s impact in finance and how enterprises are embedding decision intelligence into day-to-day workflows, the event featured leaders from the BFSI sector and drew an audience spanning healthcare, tech, and beyond.

Read More »
Scroll to Top