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The New BA Toolkit: Artifacts for the AI Era
In our last post, we explored a defining reality of our industry: Will AI replace the Business Analyst? The answer is no, but BAs who use AI responsibly will eventually replace those who don’t. If you’ve accepted that challenge, the next logical question is how. When you stop acting as a scribe and start acting…
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Adapting BA Processes and Documentation for the AI Era
Will AI replace the Business Analyst? The answer is no, but BAs who use AI responsibly will eventually replace those who don’t. For decades, a Business Analyst’s core value was tied to how quickly they could turn messy meeting notes into formatted Business Requirement Documents (BRDs) or Jira tickets. Generative AI can now do that…
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AI Adoption: Training Is the Key
Part 3 of the Systemic Shift to Scaling AI from Pilot to Scale series, examining how organizations can transform AI initiatives into enterprise-wide value In our previous post we covered Phase 1, the mental shifts required for AI and the steps involved in Setting the Foundations for scalable AI (getting your executives aligned and your…
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Getting Your House in Order for Enterprise AI
Part 2 of the Systemic Shift to Scaling AI from Pilot to Scale series, examining how organizations can transform AI initiatives into enterprise-wide value The Recipe for Real Scale In our last post, we talked about the mental shifts you need to move your organization out of the AI pilot pit and start driving real…
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From Pilot to Whole-Org Value
Part 1 of the Systemic Shift to Scaling AI from Pilot to Scale series, examining how organizations can transform AI initiatives into enterprise-wide value At Ateko we frequently see organizations struggle to translate the excitement of a pilot into organizational wide value. While AI adoption is high, with most organizations using AI in at least…
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TC25 Recap: Salesforce Just Made Data Cloud Smarter with the Semantic Layer
The Ateko (formerly CloudKettle) team was at Tableau Conference 2025 in San Diego this past April. The energy was palpable, the data visualizations were stunning, and the community spirit was at an all time high. While there were countless innovations and insights shared, one thing stood out when looking at everything through the lens of…
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The Beginner’s Guide to Joins in CRM Analytics
In the world of Business Intelligence, the ability to combine data from different sources is essential. Salesforce CRM Analytics (formerly Tableau CRM) offers a powerful feature called “joins” in its Recipe tool. You can think of creating joins as playing the role of a matchmaker for your data. They allow you to bring together data…
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Beyond the Hype: How the Salesforce-Google Partnership May Transform Your Business
The world of enterprise AI is evolving at an unprecedented pace. Just this week, Salesforce and Google Cloud announced a major expansion of their strategic partnership—and although all the details are not yet known, it looks very promising. This collaboration brings together two industry giants, giving businesses unparalleled choice, flexibility, and power in how they…
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Looking Behind the Curtain of Einstein AI: How Salesforce’s AI Powers Smarter Decisions
Have you ever wondered what’s happening behind the scenes when you see Einstein AI recommendations, predictions, or automated actions? This post unpacks what’s happening under the hood—no complex mathematics, just clear, intuitive insights into the algorithms at play that help businesses make smarter, data-informed decisions. What Is Salesforce Einstein AI? Think of Einstein AI as…
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CRM Analytics Development Lifecycle: Production vs. Sandbox
When CRM Analytics is selected as a Business Intelligence application for data visualization, a common question always arises: Should we develop in Production or in a Sandbox? In this post, we will cover advantages and disadvantages of using Production and Sandbox for any CRM Analytics development projects, and also cover the Admin responsibilities when it…
