
CFO THOUGHT LEADER 1136: From Projects to Playbooks: Making Transformation Stick | Joe Custer, CFO, Intrado
Oct 19, 2025
Joe Custer, CFO and SVP of Operations at Intrado, shares insights on transforming the company’s public-safety operations. He elaborates on Intrado's crucial role in handling 90% of 911 calls, emphasizing their commitment to reliability. Joe discusses the strategy of integrating previous acquisitions and modernizing technologies, including a shift to AI. He reflects on the importance of mentorship and developing finance talent, while also revealing his personal competitive spirit through his love for racing and triathlons.
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Carve-Out Sparked Deep Integration Work
- Multiple acquisitions left Intrado fragmented and presented a clear integration opportunity after carve-out by Stonepeak.
- Stonepeak invested to harden the network and modernize systems, enabling a transformation beyond financial engineering.
Embed Transformation Into The Business
- Make productivity transformation part of the operating model instead of treating it like a one-off project.
- Run regular workshops and surgical strikes to find and fix inefficiencies before times get tough.
ERP Upgrade Enabled A Quoting Center
- Moving off a 20-year Oracle EBS platform let Intrado standardize quoting across business lines and create a centralized quoting center.
- Cross-trained staff now quote any product, reducing cycle time and saving cost, though some roles were consolidated.
