In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Greg Kaupp, Partner, ArcherPoint by Cherry Bekaert, to explore how AI is reshaping workflows. Kaupp emphasizes the need for “literacy before agency” in AI adoption and discusses the evolving role of AI agents in Business Central. In closing, he previews ArcherPoint by Cherry Bekaert’s presence at Community Summit NA 2025.
Key Takeaways
- AI opportunities: Despite the excitement around AI, Kaupp emphasizes the importance of understanding the technology before fully integrating it into workflows. He advocates for “literacy before agency” to understand the true impacts of what AI “can unlock.”
- Transformation with AI: Kaupp describes the process of transforming a contract approval process using AI tools, highlighting the importance of identifying inefficiencies and becoming “client zero” for automation. He poses a question relating to assisting customers with AI adoption: “If I can’t identify ‘stupid’ things that we’re living with and transforming them, how am I going to get clients to do that?”
- Internal impacts: Microsoft’s release of all Microsoft Learn content as an MCP server has led to an important internal transformation for ArcherPoint by Cherry Bekaert, enabling consultants and developers to use AI-powered search instead of traditional engines to quickly find relevant functionality and updates. This approach has also been applied to the organization’s own codebase, allowing access to previous customer implementations.
- Big trends for Business Central: Across all Microsoft products, and in the case of Business Central, Kaupp shares that clients are excited about the potential of AI agents, but many are still experimenting without clear use cases. As a result, he notes, consultants often find themselves reversing client-built solutions to make them production-ready.
- ArcherPoint by Cherry Bekaert at Summit NA: Kaupp and the team from ArcherPoint by Cherry Bekaert will be at Community Summit NA 2025, and you can connect with the team at their Booth #1007. Kaupp will also co-lead a session on Wednesday, October 22, “Leading Through Change: Harnessing Communication and Resilience.” He encourages attendees to stop by the booth and chat with him on all things AI. “I’m there to learn or to guide… to me, that is the benefit of the community. It’s the benefit of why we’re all there,” he notes.
Stream the audio version of this episode here:
