Now

The big news since the last update: I'm joining SCG as its first Head of AI. The announcement went out on October 23, and I officially start in November. I wrote about what the role covers and why I said yes.

SCG

SCG (SaaS Consulting Group) is a business transformation partner for mid-market and private equity-backed companies. Since 2011, they've helped more than 280 companies connect the systems, processes, and data that run Lead-to-Cash and Record-to-Report. They're an Oracle NetSuite Solution Provider and a Salesforce partner.

My job is to define and communicate SCG's direction on AI strategy, technology, and applications, starting with NetSuite and expanding across the platforms SCG works with, including Salesforce, Snowflake, and Workato. Right now, in the weeks before the start date, that mostly means listening, reading, and planning.

Sonar

Sonar is an AI agent that runs inside NetSuite, under your login and your role, against live data. You can use it to query data, run reports, inspect records, and troubleshoot scripts through a simple chat. It can also build real solutions: Suitelets, RESTlets, Portlets, and more. It crossed 100 NetSuite installs about two months after launch, and Anchor Group continues to distribute and support it. Nothing about that changes.

The Sonar AI Prompt Library holds 366 prompts across 15 categories, and 30 of them are free. On the blog, I've been publishing one post a day on a prompt from the library, each one run against a real test account. That series wraps up on November 3. Everything I've written about Sonar is here.

Helm

Helm is a framework for running unattended AI agents inside NetSuite. Sonar is the interactive version. Helm is for the work that should run every night without anyone watching, and it's built on a simple premise: AI should do the work, and people should make the decisions.

My test instance is up to twenty-eight agents, and the newest piece is Helm Desk, a Suitelet that gives each agent's owner a live evidence panel. I wrote about why it matters that Helm is just an ordinary NetSuite app. It's still in closed beta.

SuiteStep and Client Work

I'm no longer taking on new SuiteStep clients. The company continues so that I can support my digital products: the Sonar AI Prompt Library, the FSBO Prompt Library, and Chartstone. If you were thinking about reaching out about a project, then SCG is now the place for that conversation.

Writing

I've been writing almost every day, mostly about AI in NetSuite: why there's so much opportunity right now for people who already know the platform, where an agent belongs, and what an autonomous ERP might look like. Once the Sonar blog series finishes, I expect that a lot of what I write will come from the work at SCG. It's all on the blog.

This page is inspired by Derek Sivers and nownownow.com.