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Video transcript
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Bruce Harris
Director Finance Applications
Torchy's
Bruce Harris
Torchy's
Director Finance Applications
Bruce Harris, Director of Finance Applications at Torchy's Tacos, delivered an engaging presentation on the transformative role of AI in streamlining business processes, particularly in finance. He showcased how their custom-built AI agent, integrated with Domo, has automated tasks like vendor payments, invoice uploads, and charity event management—dramatically reducing errors and accelerating workflows. By formatting data for NetSuite and cross-checking signatures, the AI agent has simplified complex tasks, saving time and boosting accuracy. Harris highlighted the importance of treating AI as a helpful team member, not a threat, and emphasized the value of clear instructions, structured workflows, and validation checkpoints to ensure smooth operations. His innovative use of combination fields in demo forms illustrated how intelligent design can cut development time from months to days. The presentation underscored AI's power to reduce manual labor, enhance decision-making, and deliver exponential time savings in financial operations.
Myles Suer
Research Director
Dresner
Myles Suer
Dresner
Research Director
Myles Suer is a Research Director at Dresner Advisory Services. He also serves as a technology journalist, and is the #1 CIO influencer according to LeadTail. He facilitates the #CIOChat, connecting CIOs and senior leaders across industries worldwide. Recognized as a top 100 digital influencer, his thought leadership is featured in ComputerWorld, CIO Magazine, Cutter Business Technology Journal, Datamation, eWeek, CMSWire, and VKTR.
Suer’s career spans startups and major tech organizations, including Alation, Privacera, Informatica, HP, and Peregrine. At Informatica, he led product marketing for the Intelligent Data Platform. At HP and Peregrine, he directed product teams that applied analytics and AI to IT management, creating innovations like the CIO Scorecard and AI-driven service ticket optimization.
In addition to his professional accomplishments, Suer is a prolific reviewer of books on AI, technology, and strategy for leading publishers such as Harvard Business Review Press, MIT Press, and Columbia University Press. He holds a Master of Science from UC Irvine and a 2nd Masters in Business in Strategic Planning from the University of Southern California.
Jason Longhurst
Sr. Dir, Product Marketing
Domo
Jason Longhurst
Domo
Sr. Dir, Product Marketing
Jason Longhurst is an accomplished leader in marketing, design, and user experience with over a decade at Domo. As Head of Product Marketing, he drives the mission of making data and insights accessible to all. Previously, as Director of User Experience, he led teams to create intuitive tools for data tasks like transformation and storytelling. Earlier roles, including Creative Director of Product Story and UX Design Manager, showcased his ability to merge enterprise-grade functionality with user-friendly design.
Agentic AI isn’t the future—it’s already changing how teams work, decide, and scale. In this candid roundtable, you’ll hear from analysts at Dresner, leaders from Domo, and customer Torchy’s Tacos on what’s actually driving agentic AI adoption today—and what separates real impact from hype.
Drawing on insights from Dresner’s latest Agentic AI report, this session will explore why Domo tied for the top spot, how organizations are operationalizing AI agents across finance, marketing, and beyond, and what it takes to automate intelligently without sacrificing trust. You’ll walk away with a clearer understanding of what Agentic AI looks like in practice, and how a governance-first approach helps deliver faster decisions, smarter automation, and real business results.
What you’ll learn:
Agentic AI, demystified: What it actually means in practice, how AI agents differ from traditional automation, and where they’re delivering real business value today.
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Inside the rankings: Key insights from Dresner’s latest Agentic AI report, including the criteria that tied Domo for first place and what leaders should look for when evaluating AI platforms.
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Operational AI you can trust: How organizations like Torchy’s Tacos are scaling AI agents across finance, marketing, and operations—while keeping humans in the loop with governance-first controls for security, cost, and data quality.
Bruce Harris
Director Finance Applications
Torchy's
Bruce Harris
Torchy's
Director Finance Applications
Bruce Harris, Director of Finance Applications at Torchy's Tacos, delivered an engaging presentation on the transformative role of AI in streamlining business processes, particularly in finance. He showcased how their custom-built AI agent, integrated with Domo, has automated tasks like vendor payments, invoice uploads, and charity event management—dramatically reducing errors and accelerating workflows. By formatting data for NetSuite and cross-checking signatures, the AI agent has simplified complex tasks, saving time and boosting accuracy. Harris highlighted the importance of treating AI as a helpful team member, not a threat, and emphasized the value of clear instructions, structured workflows, and validation checkpoints to ensure smooth operations. His innovative use of combination fields in demo forms illustrated how intelligent design can cut development time from months to days. The presentation underscored AI's power to reduce manual labor, enhance decision-making, and deliver exponential time savings in financial operations.
Myles Suer
Research Director
Dresner
Myles Suer
Dresner
Research Director
Myles Suer is a Research Director at Dresner Advisory Services. He also serves as a technology journalist, and is the #1 CIO influencer according to LeadTail. He facilitates the #CIOChat, connecting CIOs and senior leaders across industries worldwide. Recognized as a top 100 digital influencer, his thought leadership is featured in ComputerWorld, CIO Magazine, Cutter Business Technology Journal, Datamation, eWeek, CMSWire, and VKTR.
Suer’s career spans startups and major tech organizations, including Alation, Privacera, Informatica, HP, and Peregrine. At Informatica, he led product marketing for the Intelligent Data Platform. At HP and Peregrine, he directed product teams that applied analytics and AI to IT management, creating innovations like the CIO Scorecard and AI-driven service ticket optimization.
In addition to his professional accomplishments, Suer is a prolific reviewer of books on AI, technology, and strategy for leading publishers such as Harvard Business Review Press, MIT Press, and Columbia University Press. He holds a Master of Science from UC Irvine and a 2nd Masters in Business in Strategic Planning from the University of Southern California.
Jason Longhurst
Sr. Dir, Product Marketing
Domo
Jason Longhurst
Domo
Sr. Dir, Product Marketing
Jason Longhurst is an accomplished leader in marketing, design, and user experience with over a decade at Domo. As Head of Product Marketing, he drives the mission of making data and insights accessible to all. Previously, as Director of User Experience, he led teams to create intuitive tools for data tasks like transformation and storytelling. Earlier roles, including Creative Director of Product Story and UX Design Manager, showcased his ability to merge enterprise-grade functionality with user-friendly design.
Domo transforms the way these companies manage business.
