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CXO Bi-Weekly Brief: Enterprise Software Selection Intelligence – Aug ‘26, Ep 5

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Aug 14th, 2026 | 1 PM ET

Enterprise software vendors continue to accelerate their investments in AI agents, automation, and embedded intelligence. As a result, enterprise technology platforms are becoming more autonomous and connected. In this CXO briefing, we analyze the latest enterprise software trends and what they mean for technology buyers. First, Certinia acquired Moonnox to strengthen its AI-native services delivery capabilities. Meanwhile, Cleo updated its chargeback prevention solution. Netchex also introduced Mesh, a team of AI HR teammates for the deskless workforce. In addition, Panopto launched new Knowledge Intelligence capabilities. These capabilities aim to unlock more value from enterprise video and organizational knowledge.

At the same time, AI is moving deeper into operational workflows. For example, project44 unveiled a conversational AI supply chain analyst. The solution uses real-time logistics data to support faster supply chain decisions. Meanwhile, TeamViewer and ServiceNow announced a strategic partnership focused on autonomous IT operations. Algolia also introduced Dynamic Facets to improve product discovery. Similarly, Backstory launched Situation Search for revenue intelligence. In addition, CallRail expanded its integrations with Jobber and other home services platforms. Draup also expanded AI-native account research for the Microsoft Dynamics 365 Sales Qualification Agent. Together, these developments highlight the growing role of AI in enterprise workflows, sales, supply chain management, IT operations, and customer experience.

Finally, enterprise AI vendors are increasing their focus on AI governance, orchestration, and specialized AI agents. Observe.AI expanded its collaboration with AWS to accelerate AI agents for customer experience. Meanwhile, BlackLine announced the general availability of Verity Prepare for AI-enabled finance operations. Fenergo also introduced a governed AI orchestration layer for regulated client lifecycle management. In addition, Freehand raised $75 million to scale AI teams focused on supply chain spend management. Therefore, CXOs must look beyond individual product announcements. In this webinar, we connect these developments to broader enterprise software trends. We also examine their implications for enterprise AI strategy, digital transformation, enterprise architecture, software selection, and technology investment decisions.

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Join us for an insightful session exploring the latest enterprise software selection trends, vendor portfolio developments, and market shifts to plan for your digital transformation initiatives.

Insights Covered:

Certinia Acquires Moonnox

Cleo Updates Its Chargeback Prevention Solution

Netchex Details Mesh, a Team of AI HR Teammates

Panopto Launches New Knowledge Intelligence Capabilities

project44 Unveils a Conversational AI Supply Chain Analyst

TeamViewer and ServiceNow Announce a Strategic Partnership

Algolia Launches a Capability to Improve Product Discovery

Backstory Announces Situation Search

CallRail Expands Its Partnership and Integration with Jobber

Draup Expands Its Microsoft Dynamics 365 Sales Qualification Agent

Observe.AI Details Its Strategic Collaboration Agreement with AWS

BlackLine Announces the General Availability of Verity Prepare

Fenergo Releases a Governed Orchestration Freehand Raises $75 Million in Funding

Speakers

Sam Gupta Headshot

Sam Gupta
CEO | ElevatIQ

For nearly two decades, Sam Gupta has been a thought leader in digital transformation, specializing in enterprise business software. He is ranked the #1 thought leader in ERP and CRM and #5 in digital transformation on Thinkers360. Previously, he led large-scale transformation initiatives for Fortune 500 organizations. Today, he serves as CEO of ElevatIQ, where he advises SMBs on ERP, AI, and digital transformation. In addition, Sam regularly speaks at industry conferences, contributes to leading publications, and hosts the WBSRocks podcast.

Phil Coerper - Speaker Image

Phil Coerper
Managing Director | Ringling Business Solutions

Phil Coerper has provided over 25 years of Executive Leadership across a wide range of industries and markets. Driven by a hands-on, collaborative management style; Coerper leads business transformations delivering accelerated growth and exceptional shareholder value. 

Robert Kramer
Managing Partner | KramerERP

Robert Kramer covers AI, ERP, SCM, data, and security, with a focus on real-world performance. He is the founder of KramerERP, a boutique advisory firm advising on ERP modernization, data strategy, and AI readiness. With over 30 years of experience in enterprise systems, manufacturing, and operations, he was previously VP and principal analyst at Moor Insights & Strategy. 

Michael Fauscette - Transparent

Michael Fauscette
CEO | Arion Research

High-tech leader, board member, software industry analyst and podcast host, Michael is a thought leader and published author on emerging trends in business software, AI, generative AI, agentic AI, digital transformation, and customer experience. Michael is a Thinkers360 Top Voice 2023 and 2024, as well as a Top Ten Thought Leader in Agentic AI, Generative AI, CRM, Product Management, and Design. Michael is the Founder, CEO & Chief Analyst at Arion Research, a global AI and cloud advisory firm; advisor to G2, Board Chair at LocatorX; and board member at SpotLogic.

Shrestha Dash
Industry Research Analyst | ElevatIQ

Shrestha Dash is passionate about uncovering actionable insights and exploring the evolving technology and digital transformation landscape. As an Industry Research Analyst at ElevatIQ, she specializes in ERP, enterprise software, and digital ecosystems. 

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Join us for an insightful session exploring the latest enterprise software selection trends, vendor portfolio developments, and market shifts to plan for your digital transformation initiatives.

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