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CXO Bi-Weekly Brief: Enterprise Software Selection Intelligence – Jul ‘26, Ep 2

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Jul 3rd, 2026 | 1 PM ET

Artificial intelligence is transforming enterprise software selection. However, selecting the right platform now requires more than comparing AI features. Instead, CXOs must evaluate platform strategy, workflow orchestration, data architecture, ecosystem maturity, and vendor roadmaps. This CXO Brief analyzes the latest enterprise software developments across AI workflow automation, enterprise applications, industrial AI, customer engagement, portfolio management, and strategic acquisitions. As a result, attendees will better understand emerging market trends and their impact on enterprise software selection and digital transformation.

The session examines how leading software vendors embed AI agents into business workflows and enterprise applications. It also explores how vendors connect operational data with enterprise decision-making. In addition, attendees will learn how vendors expand through new platforms, ecosystem partnerships, and acquisitions. From workflow automation to industrial AI, every announcement signals a broader market shift. Likewise, customer data platforms, digital experience optimization, payments, and professional services automation continue to evolve. Consequently, these developments will shape enterprise architecture, AI strategy, software selection, and technology investments for years to come.

Rather than delivering product demonstrations, this session provides practical enterprise software selection intelligence for CXOs and business leaders. Furthermore, it explains vendor strategy, platform maturity, ecosystem evolution, and competitive positioning. It also highlights implementation risks, investment priorities, and long-term technology considerations. Most importantly, attendees will gain a proven framework for evaluating AI capabilities with confidence. Ultimately, they will separate meaningful innovation from marketing hype and make enterprise software decisions that maximize long-term business value.

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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:

Pipefy Announces a Capability for Turning AI Conversations Into Workflows

Next, Typeform Debuts an AI-Moderated Research Solution

Building on workflow intelligence, Cognite Launches an Integrated Supply Chain Offering

Similarly, Kantata Unveils an AI Agent for the Professional Services Industry

Meanwhile, Nuvei to Acquire Payoneer

In addition, Planview Debuts New Capabilities for Its SPM Suite

Rockwell Automation Announces FactoryTalk ResilientEdge

Furthermore, Workspot Details a New AI-Powered Automation Platform

Expanding into new markets, Databricks Enters the Marketing Industry with a CDP

At the same time, Fullstory Releases Three New Solutions

Additionally, InMarket Reveals Its Agentic Media Optimization Orchestrator

On the acquisition front, Salesforce to Acquire Fin, a Customer Agent Company

Continuing the AI agent trend, Seismic Expands Its Aura Agents Suite

Finally, Boomi’s AgentStudio and Agent Control Tower Position the Company as a Backbone for Enterprise AI Workflows

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. 

Join Now

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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2026 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2026.