Helen Yu✓

@YuHelenYu

#DigitalTransformation obsessed #CXO and #GrowthHacker. Find me at the intersection of #Tech and #Humanity. #AI #DataAnalytics #FinTech #CX #IoT #CyberSecurity

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  1. Helen Yu✓@YuHelenYu
    How should AI earn a seller’s scarce attention? In my CXO Spice interview with @SugarCRM CEO David Roberts, we explore precision selling, customer context and better decisions about where to focus next. Read the #CXOSpice newsletter And watch the full conversation #PrecisionSelling #SugarAI
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  2. Helen Yu✓@YuHelenYu
    How much authority are you ready to hand to an AI agent? I explored this with Sriram Iyer, SVP & GM of AI Strategy and Products at @OneTrust, in our latest CXO Spice conversation. As agents move from recommending decisions to taking action, leaders need a clearer answer than “we have a policy.” What does that mean for governance, accountability and the decision to scale? Watch our full conversation: #AIGovernance #OneTrust #TrustWeek #CXOSpice #OneTrustPartner
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  3. Helen Yu✓@YuHelenYu
    Is the connected travel ecosystem rewriting business travel? AI is beginning to change more than how people book a flight or submit an expense report. When travel data, supplier content, workflows, and intelligence are connected, the potential is a more personalized, proactive, policy-compliant traveler experience, with less manual work for employees and managers. In my latest CXO Spice conversation, Paul Dear, SVP of Cocnur Travel at @SAPConcur, and I discuss what it will take to get clean data, meaningful use cases, people-centered adoption, and governance that creates trust. Read #CXOSpice newsletter: Watch our conversation here: #BusinessTravel #ConnectedTravel #TravelerExperience #EnterpriseAI #AIGovernance #SAPConcurPartner
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  4. Helen Yu✓@YuHelenYu
    AI should help scale service, not impersonality. Customers should not have to repeat their story as they move from support to sales, billing, or a human advisor. Automation completes a task. Orchestration moves the customer forward. How do we use AI to scale service without scaling impersonality? @Zoom’s journey offers a compelling case study for every CX leader wrestling with the same question. Read the CXO Spice newsletter: And watch the CXO Spice conversation with Jeff Harling at Zoom here: #CX #AI #CustomerExperience #Zoombassador
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  5. Helen Yu✓@YuHelenYu
    Are you adding AI on top of old ways of working or redesigning the workflow itself? @MorningstarInc redesigned the workflow. By bringing trusted research directly into @MSFTCopilot through MCP and combining public-market data with PitchBook private-market intelligence, advisors can trace a company's full journey from early funding to public-market performance in minutes. But what stands out most is the operating model. Trusted data, governed workflows, and transparent agent activity and an AI Academy building that capability across hundreds of employees. That is the difference between deploying a tool and transforming how work gets done. Read the full story below. Watch CXOSpice Shorts: #MicrosoftAmbassador #FrontierTransformation #MicrosoftCopilot #AI
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  6. Helen Yu✓@YuHelenYu
    Is the autonomous service workforce redesigning your operating model? The shift from AI that answers to AI that acts has implications far beyond the contact center. When agents can work across service, returns, sales, collections, and back-office workflows, legacy functional boundaries begin to matter less than the customer outcome. In my conversation with Shashi Upadhyay, President of Product, Engineering and AI at @Zendesk, we explore what this means for CX leaders, governance, workforce design, and the future of service. Watch the full conversation:
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  7. Helen Yu✓@YuHelenYu
    Posts @YuHelenYu
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  8. Helen Yu✓@YuHelenYu
    Can enterprise AI scale without sacrificing trust? At @UiPath FUSION, I spoke with @AndradaMorar about what it takes to orchestrate agents, automation, systems, and people with clear accountability. @UiPath's framework "Deterministic where you can, agentic where you can’t, humans where you must." This goes beyond technology architecture. It calls for leadership discipline. Read the full newsletter: Watch our conversation here: #UiPathFusion
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  9. Helen Yu✓@YuHelenYu
    I joined Sandeep Singh from @NetApp on @theCUBE at INSIGHT 2026 to talk about the leadership and operational decisions organizations are navigating as AI becomes part of everyday business. We covered trusted access to data, governance and accountability, and how infrastructure teams are moving toward more intent-based and AI-assisted operations. It comes back to connecting technology decisions to business outcomes and creating consistency across data, governance, and operations as AI scales. Watch the conversation on demand: #NetAppINSIGHT #EnterpriseAI #Leadership #DataGovernance #AutonomousOperations #NetAppPartner
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  10. Helen Yu✓@YuHelenYu
    Ever had a late payment blow up your year-end tax calculation? A payment due Dec 30 arrived Jan 10. Eleven days. That's all it took to unravel our year-end numbers because the payment was already factored into our tax calculation. By the time we caught it, we were redoing work that should have been done. This happens to small business owners more than anyone admits. It's not a payments problem. It's a systems problem. With @airwallex Agentic Business Accounts, agents can match and reconcile incoming payments automatically as they land. If something doesn't match, an agent flags it for human review within the rules and approvals you set. The agent catches the problem. You decide what to do about it. Exactly what I wish we'd had in December.
    Jack Zhang @awxjack
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  11. Helen Yu✓@YuHelenYu
    What does AI transformation look like when it’s working at scale? At @UiPath FUSION, leaders from @smbc_group, @MayoClinic, @NatWestHelps, @USAA, @Workday, and @forrester shared a consistent message. Real enterprise outcomes come from redesigning processes around AI, then bringing together orchestration, automation, governance, and human oversight. SMBC’s lesson stood out. Three steps at 90% accuracy yield only 73% end-to-end accuracy. “AI by design” means rethinking the full workflow, not simply inserting AI into it. Stay tuned for my #CXOSpice with @UiPath @AndradaMorar. Watch the keynote here: #UiPathFUSION #UiPathPartner
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  12. Helen Yu✓@YuHelenYu
    Is your AI agent creating value or creating activity you cannot govern? At @UiPath Fusion, one message stood out: do not confuse autonomy with trust. Start bounded. Observe performance. Add human checkpoints. Expand autonomy only when it is earned. AI proposes. Humans decide. Automation Executes. Accountability stays with human. The risk is not moving too fast. It is automating in the wrong direction. Check out this keynote discussion with @UiPath CMO @matalla, CPO Raghu Malpani and @grok_ #AIAgents #EnterpriseAI #AIGovernance #UiPathPartner #UiPathFusion
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  13. Helen Yu✓@YuHelenYu
    What does it take to trust AI with the work that matters? At @UiPath FUSION, @danieldines made the case that AI alone does not create business value. Orchestration provides the context, coordination, and governance enterprises need. The shift is from disconnected AI tools to governed, end-to-end execution. Cartographer, stronger platform controls, autonomous testing, and the partner ecosystem all point to the same future AI that understands work, operates within clear guardrails, and earns trust through accountability. #UiPathFUSION #AIOrchestration #AgenticAutomation #EnterpriseAI
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  14. Helen Yu✓@YuHelenYu
    Where should a global beauty brand start with AI? #SalesforcePartner @LOrealParisUSA chose @Salesforce as its team. At #Dreamforce I spoke with Luc Antoine, Global Innovation Director at L’Oréal on how AI is reshaping beauty: ✅ Tested on beauty advisors before any consumer ✅ Data readiness proven by testing, not assumed ✅ 1 brand in Canada → 25 brands, 3 continents ✅ Goal: shift advisor time from routine tasks to high-value, consumer-facing beauty consultations Watch our full conversation here: #BeautyTech #AI #CX
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  15. Helen Yu✓@YuHelenYu
    How does @Zoom get it done for me? Not by hosting my 150+ CXO Spice episodes. That was never the hard part. The follow up was. Guests thank you note. Quotes pulled for the promo. Show notes drafted. Action items for my editor. Every episode ended with an hour plus of admin nobody sees. Now the meeting ends and the follow up is already waiting. The summary, the draft note to my guest, the tasks assigned with deadlines. I review, I tweak, I send. What used to take an hour now takes twenty minutes. That's the difference between a tool that helps you talk and a tool that helps you finish. @Zoom Gets it Done. It has always been for me. Curious what "getting it done" looks like beyond my podcast? Watch Zoom's full commercial: #zoom #ZoomGetsItDone #Zoombassador
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  16. Helen Yu✓@YuHelenYu
    Is experience a feature of your business or is it the business? In the AI era, experience management is moving beyond dashboards and surveys. The opportunity is to turn customer and employee signals into governed, real-time action before friction becomes churn. In my conversation with @Jasonmaynard, CEO of @Qualtrics, we explored why AI without context is fast but blind, why NPS is a signal rather than the goal, and why the trusted business outcome is higher customer lifetime value. The leaders who win will connect experience data, operational context, AI, and governance across silos to improve the moments that matter. Watch the full conversation with Jason Maynard → Watch Jason’s keynote replay → #TheFutureofXM #QualtricsPartner #CX
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  17. Helen Yu✓@YuHelenYu
    Every company has AI pilots. Fewer have results. The gap is getting agents into production, working with the systems and people who do the real work. That's why I'm heading to @UiPath FUSION 2026, where 2,000+ leaders compare notes on scaling agentic AI. Deterministic where you can, agentic where you can't, humans where you must. Catch me in the Agentic Labs, the Experts Arena, and hosting a special guest on #CXOSpice. See you in Las Vegas next week, @UiPath Community. #UiPathFUSION #UiPathPartner Register here:
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