『The $2 Million Answer to a $200,000 Problem: Building the AI Business Case Before You Buy with Lisa Moses and Priya Ponmudi, Veritas Growth Consulting』のカバーアート

The $2 Million Answer to a $200,000 Problem: Building the AI Business Case Before You Buy with Lisa Moses and Priya Ponmudi, Veritas Growth Consulting

The $2 Million Answer to a $200,000 Problem: Building the AI Business Case Before You Buy with Lisa Moses and Priya Ponmudi, Veritas Growth Consulting

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Episode SummaryEighty-five percent of companies are investing in AI. Fewer than six percent see a return in year one. In this episode, Justin sits down with Lisa Moses and Priya Ponmudi, partners at Veritas Growth Consulting, to unpack why the gap is that wide and what mid-market manufacturers should do about it.Between them they have run supply chain and operations at Kids2, HelloFresh, Amazon, Tech Data, and across European manufacturers. Their answer starts with a question most leaders skip: what are you actually trying to solve? Cost, service, or people. If the honest answer is a broken process, dirty data, or a discipline problem, AI will not fix it. It will just make it look pretty.They cover where AI already pays for itself in supply chain, where it is flatly the wrong tool, how to build a financial model that survives contact with a CFO, and the cost curve nobody is pricing in yet. If you are an owner or ops leader feeling the pressure to "do something about AI," this is the conversation to hear first.About the GuestsLisa Moses has spent 25 years on the side of the loading dock most manufacturers only think about when something goes wrong. She is Managing Director of Veritas Growth Consulting, the global supply chain practice she launched this January with Priya, following 14 years at SIBA Logistics, where she grew an account portfolio from $3 million to $24 million. Most recently she was VP of Warehousing and Logistics at Kids2, running seven 3PL operations across six countries on a distribution spend north of $25 million a year. She holds an MBA in international business from the University of Miami and is based in Tampa. Her argument is simple: your logistics network is not a call center you inherited. It is a design decision you are either making on purpose or making by accident.Priya Ponmudi is an industrial engineer who has spent 30 years making distribution networks move faster, and she got there by way of the floor. She spent 16 years at Tech Data running the North America Engineering Division across six logistics centers on a $65 million budget, then moved to Amazon as a senior manager, where her team optimized truck utilization across 75 sortation centers against a $1.4 billion spend and booked $136 million in projected savings. As a director at HelloFresh she led a network-wide labor initiative that delivered $11 million a year. She holds a master's in industrial engineering from Florida International University and is based in Atlanta. Her current focus is where AI and machine learning meet the warehouse floor.Lisa and Priya have known each other for roughly 20 years. Priya was Lisa's client long before they were partners.Quotable Moments"We look at AI as a technological investment versus an operating model." Priya Ponmudi"They can plug AI into all that all they want, but it's not going to fix the core problem. AI is just going to make it look pretty, but it's still going to be bad data with bad processes." Lisa Moses"It stops you from using a $2 million investment to solve a $200,000 problem." Priya Ponmudi"Where they could get the most benefit is the non-sexy stuff, the stuff in the back office." Lisa Moses"If you don't do that, you're just kind of lighting money on fire in a ditch." Justin Goethe"We might all be sent back to tech school to learn to weld instead of learn to code." Justin GoetheTopics Covered(03:00) The first question to ask back when a CEO says "we need AI"(04:32) The automotive manufacturer that generated hundreds of AI ideas and no business case(05:27) AI as an operating model, the cost / service / people framework, and computer vision on the trailer queue when safety outranks ROI(07:33) Why fewer than six percent see a first-year return(08:15) Process, data, and discipline problems that AI cannot solve(08:56) Broken processes, data quality, executive ownership, and the full cost of implementation(11:50) Justin on learning to vet the business case before writing the software(13:16) DMAIC as the template for an AI business case(14:32) Where AI is the wrong tool, and how to tell a client so(15:29) Demand planning, load optimization, and container visibility: the fast wins(18:30) Automating demand planners out of existence, and what that does to the consumer(20:11) Tariffs at Kids2: from zero to five percent to fifty percent in a week(22:04) The K-shaped economy and the shrinking purchasing market(24:04) Priya on the COVID parallel and where policy may have to step in(26:46) Data centers, the grid, the water, and separating fact from narrative(30:12) Pricing in a 20 to 50 percent increase in AI costs over five years(31:38) How Veritas runs an assessment before AI ever enters the conversationResources & LinksVeritas Growth Consulting: global supply chain practice founded January 2026 by Lisa Moses and Priya PonmudiNitro Supply Chain Solutions: Priya Ponmudi, partnerhttps://www.nitrosupplychain.com/LinkedIn: Lisa Moses: https://www.linkedin.com/in/lisa-moses-385aba8/...
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