All posts by Business Review Webinars


A conversation with Gareth Evans, Senior Fraud and Financial Crime Prevention Consultant at BAE Systems

1. What do you hope the audience will learn from this webinar?

I hope the audience will gain an appreciation of the challenges and opportunities from the evolution of banking in particular around the challenges of customer experience against security.

2. What discussions do you look forward to having with the audience?

I’m interested to understand different perspectives around the best way to secure the bank in the most open way possible.

  1. What do you enjoy most about your role?

Going out and meeting customers and industry professionals and getting different perspectives on the various challenges we face.

  1. How did you get into the industry?

Right place, right time. I was starting my career at a bank when the internet came into our lives, as a result I started getting involved in internet banking and the challenges that came with this new world. I didn’t know very much and neither did anyone else back then, so we learnt as we went and 20+ year later here I am.

  1. Where is your favourite place in the world and why?

Too many to pick one. I loved driving down the Pacific Coast Highway in California, I love Sydney Australia (where I am lucky enough to be moderating an event at the end of July) and many other cities around the world (which is a good thing as this role has me spending a lot of time travelling).

Join Gareth Evans on the webinar entitled ‘How to strike the right balance between reducing fraud and creating a frictionless experience for your genuine banking customers‘ BAE Systems on 20th June at 10AM London/11AM CET.

Spotlight Interview with Paul Stone, Product Evangelist at FlowForma

A conversation with Paul Stone, Product Evangelist at FlowForma


With 27 years’ experience in the IT industry, Paul is a highly accomplished IT professional who has been involved in a vast array of projects, delivering bespoke SharePoint and .Net solutions, incorporating workflows, data gathering and reporting.



What do you hope the audience will learn from this webinar?

I know our community love to hear real world examples of how organizations are automating processes and accelerating digital transformation. I’m hoping our audience will enjoy hearing from our customer James Morgan, IT Manager of the A14 Integrated Delivery Team (a £1.5bn joint venture between Costain, Skanska and Balfour Beatty), he has great practical examples of what digital transformation really means – on the ground, here-and-now, in the cut-and-thrust of busy working days.


The theme of this webinar will be dominated by Automation, Visibility & Mobility, primarily discussing how the A14 brought complicated paper-based processes such as permission to dig, site visit request forms and labor requests online. This was achieved by implementing a no code Process Automation technology platform, into what is one of the largest road construction projects running in the UK.


The key learning objectives of this webinar are:

  • Learn why the time is right for process change
  • Learn how the A14 Joint Venture is automating large amounts of document generation, while centralizing and standardizing data across projects
  • Discover how the A14 joint venture rapidly deployed multiple processes, and increased efficiency and governance with a full audit trail
  • Hear how the intuitiveness and rich features of FlowForma’s no code process automation tool, make it very adaptable and easy for everyone to use


If you’re looking to utilize the power of a process automation tool, this webinar is perfect for you.


What discussions do you look forward to having with the audience?

James and I are looking forward to discussing common challenges that the energy and engineering sector are facing such as manual processes, excessive paperwork, logistical challenges etc. I’m excited for James to share how he overcame these pain points and more by automating processes with the no code FlowForma Process Automation tool for Office 365. James is keen to show attendees how they automated processes such as permission to dig and targeted risk monitoring. I’ll also give attendees a short demo of the FlowForma Process Automation tool. We’d love to make the webinar as interactive as possible, so please send us any questions you have for us to or just raise your hand during the webinar.


What do you enjoy most about your role?

I enjoy working with customers and prospects, understanding their challenges and finding ways that FlowForma Process Automation can improve their situation. I love helping organizations transform their ways of working and increase productivity through innovation.


How did you get into the industry?

I was interested in computing since childhood and my childhood hobby turned into a career! I joined the founding team at FlowForma after spending many years delivering bespoke data and workflow solutions in large organizations. I knew the pain of traditional software delivery methods and wanted to promote a new no code approach to empower business managers – now I get to help people.


Where is your favourite place in the world and why?

I have visited and worked in many places around the world, I’m always keen to experience new cultures. My favourite place is my homeland of Ireland, our people have a lot to offer and it’s so accessible! I’m lucky that I get to travel a lot in my role, visiting prospects and customers across the US, UK and Europe.


How To Take The Fast Lane To Process Perfection


On May 30th 2019, FlowForma and Business Review Webinars will co-host a webinarHow To Take The Fast Lane To Process Perfection’ with James Morgan, IT Manager of the A14 Project.

The theme of this webinar will be dominated by Automation, Visibility & Mobility, primarily discussing how the A14 IDT (Integrated Delivery Team) brought complicated paper-based processes such as permission to dig, site visit request forms and labor requests online. This was achieved by implementing a no code Process Automation technology platform, into what is one of the largest road construction projects running in the UK.

Putting into Perspective


To understand the scale of this initiative, the A14 is a 31 kilometer stretch of new road being built between Cambridge and Huntingdon at an estimated cost of £1.5 billion. This joint venture has saw several large construction companies come together with Highways England to deliver.

Their key pain points were:

  • excessive paperwork
  • lost documents
  • distributed workforce
  • logistical challenges
  • poor governance

Interestingly, their number one reason for choosing the appropriate technology platform to solve these pain points was no code. Of course, costs play a factor – they always do – but the ability for their project teams to be empowered to build their own ‘process templates’ for one joint venture, to then lift and deploy them into other projects was a huge benefit.

Addressing the Pain Points

So how did the A14 approach the implementation?

So how did the A14 approach the implementation? They identified a key organizational specific process that was a real pain point for the project at that time – Permission to Dig. This process is typically an approval request procedure that involves downloading a document, filling it in, and sharing it with the team, however with FlowForma Process Automation this is now an automated and seamless electronic process – cutting out paper and saving time for employees across the site.

They then built a proof-of-concept, demonstrated this to the business and then built the process to go live. The wider organization quickly saw the benefits of this but then came all the new process project requests!  A key issue for James and the team then was prioritizing the process automation projects. They established a small cross-functional team across the business to agree priorities.

They then set out a number of criteria to measure each of these requests (e.g. potential Return on Investment / effort to build etc.) and then went from there. They also trained up other ‘superuser’ staff within the wider business to empower them to support the building of the processes, with IT providing the training and guardrails.

This is an approach we hear consistently from our most successful clients. ‘Land and Expand’ with your process automation projects and then empower the people who know the processes the best, while providing the right support structures.  

By Paul Stone

Join Us

This webinar is free to attend but registration is compulsory, secure your complementary place today.

Register here.

Global Counterfeiting: Alive and Kicking

Last year’s Global Brand Counterfeiting Report estimated that the counterfeiting industry worldwide will reach $1.82 trillion by 2020. This study also concludes online counterfeiting sales have robbed legitimate industries of $323 billion in 2017 alone.

“The report explicates that the problem of counterfeiting is long-standing and is growing more and more in scope and magnitude. The government and business organizations are concerned because of the adverse impact of such illicit activities. Counterfeiting also poses threats to the welfare of consumers, along with that it also disrupts the whole society on various levels and harms the reputation of the businesses.“

What industries and geographies are most susceptible? If you have a successfully designed, manufactured and globally (or even regionally) distributed product, someone will look to take advantage and counterfeit your product. Pharmaceuticals, toys, cosmetics, beverages, replacement parts, electronics and every other major manufacturing category are affected. And the consequences to the revenue, reputation and the safety of the consumers duped into buying fakes are exponential and heavily documented.

To help fight this, several studies show that brands are investing over $100 billion annually on anti-counterfeiting technology that gets added to packaging. But all of this spend on measures like holograms, special inks and other additive items is just not stopping the global wave of product counterfeiting. The reason is simply because counterfeiters are getting faster and smarter and the technology that most brands use has yet to evolve and outpace these bad actors.

This is precisely why Systech invented and introduced its digital e-Fingerprinting and authentication solution. Despite the numerous measures brands are putting in place to thwart counterfeiting, it continues and is a growing threat. Most compelling to me is the solution’s non-additive, covert nature—deriving a product’s unique identifier—its e-Fingerprint®—from the existing package itself.

Counterfeit organizations could never replicate this measure, thus making it a trusted solution to protect brands from the safety and bottom-line pitfalls of being counterfeited. The e-Fingerprint is based on an existing barcode on packaging and stored in a bank-safe secure cloud environment. This makes it completely immune to counterfeiting.

Smartphone-enabled field authentication by inspectors and even consumers on products protected with the digital e-Fingerprint will immediately detect counterfeit products. This can lead to much quicker investigation turnaround to discover and stop the parties responsible. Not to mention the consumer safety benefit of discovering counterfeit products sooner rather than later.

Are you ready to take your brand protection strategy to the next level to totally outsmart counterfeiters by using nothing but your existing packaging label?

Written by Steve Tallant

Tune into our webinar on April 17th to learn how you can keep your products authentic, safe and connected. You can change everything… without changing anything.

Register Here!

Dave Dejean – SVP Strategic Initiatives, Systech

A conversation with Dave Dejean, SVP Strategic Initiatives, Systech

 David DeJean is responsible for Systech’s strategic initiatives, which support and educate customers with proven offerings and best practices for implementing Enterprise Serialization, Track & Trace and Authentication solutions. DeJean brings a wealth of market knowledge, hands-on experience in solution design and development, and project methodology. His role includes staying abreast of international regulations, business and industry drivers, defining high performance project outcomes, and delivering cost-effective solutions that are integrated and expandable to meet future needs as market dynamics fluctuate.

BRW: Key strategies brands should keep in mind for protecting their products from counterfeiting and diversion across the supply chain:

Always stay focused on protecting your genuine products as they travel across the supply chain. Counterfeiting is now the largest criminal enterprise in the world and no product is immune to the ravages it can cause. Product diversion is also a major problem for many manufacturers and can eat away at brand and revenue protection.

There are many different types of product authentication solutions in the market. Many are “additive” labelling solutions such as taggants, holograms, special inks, and more, in addition to a label’s barcode or data matrix. Some help, some are flawed. There’s more that can be leveraged with an existing product’s packaging. Innovative technology is already being used by major global brands across industry to better track products in the supply chain and secure product safety.

BRW: Why is supply chain innovation so important for brands to stay focused on? 

Because you cannot fight new battles with old weapons, brands must continue to innovate. Product safety is key. Protecting the supply chain from counterfeiters has been on the regulatory agenda for a long time because counterfeiters are getting smarter and can replicate almost anything.

For example, the pharmaceutical industry has witnessed the implementation of compliance regulations to help combat the threat of falsified medicines and protect patient safety. But compliance does not equal brand protection or anti-counterfeiting. The problem is only getting worse on a global scale and is impacting many other industries including wine and spirits and cosmetics.

BRW: What do you foresee as being the biggest game changer in supply chain technology in the next few years?

New, all-digital approaches that connect physical product to digital records is a trusted solution that enables cross-supply chain mobility using technology such as Systech’s e-Fingerprint®. This also means that emerging technologies like blockchain can be employed, which combine digital identity with authenticated and trusted physical product identity offering complete visibility and more robust information and data capture, which can be used for competitive advantage.

BRW: Who is Systech?

Systech is revolutionizing brand protection. For over 30 years, global brands have relied on its advanced software to combat counterfeiting, prevent product diversion and meet regulatory compliance. Innovation is deeply ingrained in Systech’s DNA—from its start-up roots in advanced machine vision to pioneering pharmaceutical serialization and transforming traceability and non-additive authentication. Systech’s software solutions keep products authentic, safe and connected across the supply chain—from manufacturing to the consumer’s hands.

Join Dave DeJean on a webinar entitled ‘Secure Your Supply Chain with Authentic, Safe and Connected Products‘ by Systech on 17th April at 3PM London/10AM New York.

Register Here!

Spotlight Interview with Josh Lewis, Solution Consultant at Blackline

A Conversation with Josh Lewis, Solution Consultant at Blackline

Josh Lewis, Blackline Solutions Consultant is a former Continuous Improvement Manager for a Finance SSC with 500 staff, former EMEA Corporate Tax Manager for a global energy business & former Audit and Tax experience with KPMG and other firms.  He is a qualified Accountant (CPA United States) and a Lean Six Sigma Blackbelt.



Join Josh Lewis on the webinar entitled ‘How to Digitize your Financial Accounting Processes to Reduce Risk & Dramatically Increase Efficiency’ by Blackline on 3PM London/10AM New York

Register Here!

BRW: What do you hope the audience will learn from this webinar? 

The audience will gain a clear understanding of what  “better controls, automation, visibility and reporting” across the close processes delivers to them personally as an Accountant or Finance Manager and how this allows them to be better business partners.

BRW: What discussions do you look forward to having with the audience?

I’d expect to be answering audience questions such as:

  • How do we connect to your data?
  • How do we automatically certify reconciliations?
  • Where do we sit in the financial close process?

BRW: What do you enjoy most about your role? 

Challenging belief systems and inspiring change.

BRW: How did you get into the industry?

Having worked with BlackLine software at a client I was offered a job to join BlackLine and be an advocate for the use of Cloud Technology to improve close processes.

BRW: Where is your favourite place in the world and why? 

Top of any mountain because it takes both courage and grit to get there.  And very occasionally, a warm, flat and dry place to have a quick rest.



Why Accountants Want To Keep Using Excel Forever

As human beings, we’re hardwired to not like change. For accountants, this is elevated because of what change means for Accounting.






It’s not necessarily because old habits die hard—but rather, because we associate change in any process, system, and control with increased risk. This explains why, as accountants, we still rely on hundreds of spreadsheets to manage the month-end close.

Even if the close still takes us an agonizing 10+ days, even if we shudder every time we remember that we have to manually aggregate hundreds of files at the end of the quarter, we still love Excel—because it’s safe. In business, just keeping up, let alone staying competitive, now requires being flexible, creating new ideas, adopting and adapting to new technology.

For accountants, it’s no different. We know Excel, we understand it, and we’re really good at using it. But it’s holding us back in a multitude of ways: from improving efficiency, from increasing accuracy, and from contributing our best talents to the success of our company. All those hours and days we spend manually entering data, double-checking that data, and emailing, saving, and filing spreadsheets is simply lost timeWe’re so busy doing rote work that we can’t do our real work: providing crucial insight, strategy, and analysis.

To that end, changing the way we close every month requires changing our habits. The first step? Start slowly and simply be open to Excel alternatives. Then begin to research how one of these alternatives might help you improve the accuracy, visibility, and efficiency of your close.

Here are a few resources to get you started:

Register to our Webinar to find out more and how your advisors can be supported through our solution to grow their business, both from existing or new clients.


Join Blackline on a webinar entitled ‘How to Digitize your Financial Accounting Processes to Reduce Risk & Dramatically Increase Efficiency‘ by 3rd-eyes on 11th April at 3PM London/10AM New York.

Register Here!

Spotlight Interview with Miki Goetsch, Director of Regional Expansion at Inceptua

A conversation with Miki Goetsch, Director of Regional Expansion at Inceptua

Miki Goetsch is a Director at Inceptua Group, responsible for rapidly growing regions, such as Asia’s developing clinical trial market. Miki is also a board member for Inceptua’s Japan office in Kobe.

Miki has extensive experience working with Japanese, American, and European companies, particularly with consulting on how to benefit most efficiently from the opportunities of collaboration between East and West. During her time at Inceptua, Miki has been responsible for ensuring the success and setup of the Japan, China, and UK offices, as well as leading the Operations team in the Clinical Trial Services department. Her main focus is to strategically implement what is best for clients in terms of their needs from EU/US to Asia. Miki is fluent in Japanese and English.

Miki is reachable for questions and consultation on China and broader Asia expansion at

BRW: What do you hope the audience will learn from this webinar?

China has become the world’s second-largest pharmaceutical market, which comes with enormous opportunities, but the landscape is complex. Our webinar will help the audience understand the challenges they may face when undertaking a clinical trial project in China. We will discuss how finding a reliable partner who can provide strategic consulting, support with sourcing, and ensure high-quality standards and service in the region is key to making the most out of the opportunities in China.

BRW: What discussions do you look forward to having with the audience?

Companies hoping to launch clinical trial projects in China are often daunted by risks to supply chain integrity, and the inevitable challenge of cost control in an unknown market. We look forward to addressing any specific queries audience members may have on these issues and exploring some of the solutions Inceptua can offer.

BRW: What do you enjoy most about your role?

I greatly enjoy working with our specialized team in China to explore new business opportunities. My colleague and co-host, Viktor Sandstedt, has in-depth knowledge of the local market and knows how to support domestic and international clients in finding the best solutions for operating in China. In addition, our COO, Kay-Christian Karstadt, is an expert in the Asian Pharmaceutical industry, specialising in the optimization of global clinical supply chains.

I am a Japanese native speaker, but the rest of our team in China is fluent in Mandarin, including Viktor and Kay. I really enjoy working as part of an international team who are engaged with the local culture in China and can help guide our clients through cultural and communication challenges of operating there.

BRW: How did you get into the industry?

I joined Inceptua four years ago. I’ve always had strategic roles in aligning the needs and priorities of East and West, usually between Japan and the US or EU. Since joining Inceptua, I’ve been involved in setting up the Japan, China, and UK branches and have held global roles in Administration and Operations. As we are adapting to current market trends, we now have a specialized team that can support clients wishing to expand their activity in Asia. Inceptua has a long history of doing business in China, and we have an office in Shanghai. I love that Inceptua is really answering to our clients’ needs and proving to be a flexible, strategic, and successful partner in the growing Chinese market.

BRW: Where is your favourite place in the world and why?

Tough question – I must say that there is a special place in my heart for Japan and Texas as both are my home, but I’ve always loved travelling and encountering new countries and cultures. I’ve had the great pleasure to have been to more than 50 countries and can confidently say that there is a uniqueness in nature, culture, architecture, cuisine, and people everywhere, in which that uniqueness connects us all. If I have to choose right now, I think I live in my favourite place in the world which is Berlin, Germany. I view it as a microcosm of the world, with many unique people and cultures colliding, coexisting, and collaborating, and it’s a great feeling living in a city where uniqueness is valued.

Join Miki Goetsch on the webinar entitled ‘Navigating Sourcing in China’ by Inceptua on 3PM London/10AM New York

Register Here!

Spotlight Interview with Chris Williams, Lead Solution Architect at IBM

A conversation with Chris Williams, Lead Solution Architect at IBM

Chris Williams is a Lead Solution Architect in IBM’s Data Science & AI team and was previously the Chief Architect for IBM Watson in Europe. He works with IBM’s clients and partners across all industries. Chris specialises in using AI and data to add real value to businesses. He was part of Watson from its commercial launch in 2014. Prior to this Chris worked in big data, analytics and data warehousing for 20 years delivering large scale analytics projects in retail, telecommunications and government. Chris is a Fellow of the British Computer Society.


BRW: What do you hope attendees will gain at your event/s?

I hope that people will be inspired to get excited about the possibilities that AI offers to make our lives better. I also hope that they will see AI as something that is real today and can be implemented in businesses right now. I also hope that they will leave with an understanding of the challenges around things like trust and transparency and how we are helping to address these issues.

BRW: What discussions do you look forward to having with the attendees?

I enjoy being challenged on some of the practicalities of implementing AI solutions and then sharing my own experiences of tackling these challenges over the past 5 years.

BRW: What do you enjoy most about your role?

I love working with such a variety of clients across different industries and improving how they operate. In AI there are new ideas and possibilities every day.

BRW: How did you get into the industry?

I spent many years working with data and analytics. When I was offered the opportunity to work with IBM Watson I jumped at it. I could really see the potential that Cognitive Systems and AI had to take analysis and decision making to the next level.

BRW: Where is your favourite place in the world and why?

I love London, especially watching West Ham play at the London stadium, but probably my favourite place is Coronado near San Diego. I really love the beach, the weather and the vibe there.

Join Chris Williams on a webinar entitled ‘Scaling AI across the Enterprise’ by IBM on 2PM London/10AM New York

Register Here!

How goal-based advice combined with a realistic risk framework helps wealth managers grow their business and reduce risks

We believe that goal-based advice is superior to any other form of investment advice as clients always have financial goals. All clients have at least one goal in mind when they invest, even if they only want to increase their wealth or minimise losses. This type of investment advice requires a realistic risk framework which enables accurate wealth projections and a superior user experience.

Todays’ advisory processes rely mostly on outdated, single-period risk frameworks: take the example of Markowitz, a methodology from mid-last century and yet widely used in investment management.

The basic assumption of this methodology is that returns are normally distributed and that the expected returns do not change over time. Most wealth managers still use conventional single-period risk frameworks like Markowitz although it has been proven empirically that returns are not normally distributed: one proof is that capital markets have had higher losses than gains in the past. Negative returns have been observed both in greater magnitude and with a higher probability compared to the ones implied by normally distributed returns (so-called ‘Fat’ Tails).

This mismatch results in a significant liability risk of the wealth manager: all investment portfolios derived from conventional risk frameworks consequently carry a higher downside risk than projected.

Additionally, conventional risk frameworks do not include the clients’ financial goals, savings or liabilities which are all needed for professional financial and wealth planning. Hence, a sound wealth development cannot be forecasted considering the clients’ financial goals. Further, key wealth parameters like inflation cannot be integrated into the wealth forecast, aggravating the above outlined liability risk of the wealth manager.

To overcome this, wealth managers need a risk framework which is realistic and generates investment recommendations that best fit to the individual situation of the client. Therefore, a multi-period stochastic optimisation risk framework should be used: it simulates wealth development based on the clients’ financial goals accurately and mitigates the liability risk for the wealth manager.

With a multi-period risk framework, a goal-based advisory solution can also be significantly improved: the ideal goal-based advisory solution is responsive (reacting to changes instantly), holistic, individual, and includes the wealth manager’s specific market view. Some of that functionality is enabled by the multi-period risk framework:

Register to our Webinar to find out more and how your advisors can be supported through our solution to grow their business, both from existing or new clients.


Marc Mettler, Head of Business Development, 3rd-eyes AG




Join Marc Mettler on a webinar entitled ‘How Digital Wealth Planning can Help Your Financial Institution Grow AuM and Revenue‘ by 3rd-eyes on 7th March at 3PM London/10AM New York.

Register Here!