In this episode of The Art of Consulting podcast, hosts Andy and Cat reunite for a rare “together episode” discussing the nuances and importance of knowledge transfer in the consulting space. As consultants from various fields, they explore the idea of consulting as a temporary yet impactful role, emphasizing the value of effectively transitioning their knowledge to clients and the critical role of documentation and interpersonal skills in a consultant’s success. Episode Summary: [00:05] Andy and Cat kick off a special co-hosted episode, reflecting on their individual expert interviews and the rarity of their joint episodes these days. [00:38] They talk about their intense collaboration periods in the past, contrasting it with their recent individual projects. [00:46] Core Topic: The transfer of knowledge. They highlight the paradox of good consultants—working themselves out of a job—while maintaining strong client relationships, with clients often returning for help with new challenges. [01:37] They discuss the necessity of identifying a key person within the client's organization for knowledge transfer, ensuring smooth operations post-consultancy. [04:36] Discussion on the optimal timing for identifying a successor at the client site, stressing the importance of involving them from the start of the project. [06:46] Andy expresses concern about clients deferring knowledge transfer until after go-live, leading to gaps in understanding key project decisions. [10:47] The conversation shifts to the importance of moving from people-centric to system-centric operations and the risks of not having redundancy in organizational knowledge. [14:48] Andy and Cat discuss transferring not only technical knowledge but also the interpersonal skills and sensitivities critical to successful consulting. [16:55] They emphasize the need for user-friendly tools to document technical knowledge and the tact needed to convey information about team dynamics. [22:34] They provide an action plan for listeners on how to approach knowledge transfer. They advise identifying primary and secondary successors, choosing a starting point, using effective documentation tools, and considering the human aspect of knowledge transfer. [39:20] The episode closes by affirming the value of human relationships in the consulting process. Episode Highlights: [00:05] – Introduction: Andy and Cat discuss the rarity of co-hosting due to their individual interviews with experts. [00:38] – Reflection on past episodes and the evolution of their interactions. [00:46] – Consultant’s Paradox: Good consultants work to make themselves unnecessary while maintaining client relationships. [01:37] – Key Individual for Knowledge Transfer: The importance of identifying a key person within the client's organization. [04:36] – Timing of Knowledge Transfer: Optimal timing for selecting the right person for knowledge transfer. [06:46] – Continuity Concerns: Issues with waiting until post go-live for knowledge transfer. [10:47] – Shift to System-Centric Operations: Importance of having redundancy in organizational knowledge. [14:48] – Comprehensive Knowledge Transfer: Technical and soft skills are equally important. [16:55] – User-Friendly Documentation Tools: Creating effective documentation for knowledge transfer. [22:34] – Action Plan for Listeners: Steps to approach knowledge transfer in consulting. [39:20] – Conclusion: The human aspect remains central to consulting work. About the Hosts: Andy and Cat are seasoned consultants with a passion for sharing their insights and experiences. They specialize in guiding organizations and individuals through complex projects, advocating for knowledge transfer to ensure sustained excellence and growth. For listeners looking to enhance their consulting skills or gain insights into the art of knowledge transfer, this episode offers valuable strategies and field anecdotes. Join Andy and Cat as they unravel the complexities and rewards of consulting, where imparting knowledge is essential for success.  

Welcome to another episode of The Art of Consulting, where we delve deep into the strategies and experiences of seasoned professionals in the consulting sphere. Today's guest is none other than Mark Amtower, the founder and partner of Amtower & Company, a firm specializing in marketing to the government. With a career spanning 39 years, Mark has been at the forefront of acknowledging and leveraging the nuances of marketing within the government contracting world. Episode Breakdown: 00:00 - 00:01: Speaker 1 (Host) opens the episode with a greeting to the audience. 00:15 - 00:22: Speaker 2 introduces Mark Amtower, highlighting his role as the founder of Amtower & Company. 00:23 - 00:25: Mark Amtower expresses his gratitude for being invited to the show. 00:25 - 00:36: The conversation touches upon a previous discussion, and Mark is prompted to share details about his background and focus. 00:38 - 01:27: Mark discusses the beginnings of his company in 1985, his background in literature, and his dive into the unique discipline of marketing to the government. 01:27 - 01:31: Mark humorously acknowledges the longevity of his career. 01:33 - 01:36: Speaker 2 jokes about Mark's long-standing career. 01:36 - 01:37: Mark responds with a light-hearted comment. 01:39 - 02:50: The dialogue shifts to the theme of non-traditional paths to consulting, highlighting the diverse skills that people bring to the industry. 02:50 - 03:04: Speaker 2 asks Mark how his non-traditional background shaped his consulting approach. 03:04 - 03:45: Mark recounts experiences, such as telemarketing and IT sales, that provided valuable skills for his consulting career. 03:45 - 04:27: Mark discusses his entry into advertising and how he identified a niche in marketing to government, which led to establishing his consulting presence. 04:28 - 05:14: Challenges of creating a client pipeline and managing financial concerns as a new consultant are discussed. 05:15 - 05:44: Speaker 2 reflects on the difficulty of securing subsequent contracts and the importance of building a client pipeline. 05:44 - 06:09: Speaker 2 asks how Mark identified and pursued the niche in government marketing. 06:09 - 06:54: Mark shares how he recognized unmet needs in the market and became the first to address federal marketing issues. 06:54 - 07:39: Mark explains positioning strategies and being first-to-market, referencing Jack Trout and Al Ries’ marketing insights. 07:40 - 08:21: Mark's journey of writing about government business and giving speaking engagements is discussed. 08:21 - 08:27: Mark mentions how ad agencies in D.C. often overlooked marketing to the government. 08:29 - 09:01: Speaker 2 discusses the concept of market awareness and recognizing gaps in the market. 09:01 - 09:32: Speaker 2 and Mark talk about the importance of acting on ideas when opportunities arise. 09:32 - 09:50: Mark shares his strategy for building expertise through experience and addressing industry issues like mailroom logistics. 09:51 - 10:37: Mark explains his innovative solution to improve mail delivery in federal agencies by understanding internal processes. 10:37 - 11:14: Mark discusses founding an association to facilitate collaboration between mailers and federal mail managers. 11:14 - 11:51: The importance of addressing industry-specific problems through communication and collaboration is emphasized. 11:51 - 12:29: Mark's experience with influencing mail routing in federal agencies is shared. 12:31 - 13:07: Speaker 2 appreciates Mark’s problem-solving approach and the importance of recognizing critical roles within organizations. 13:07 - 13:29: Speaker 2 relates Mark's experiences to modern challenges in delivering messages effectively. 13:29 - 14:16: Mark discusses how his business pivoted due to the rise of online platforms, affecting his direct mail business, and how he adapted. 14:21 - 14:35: Mark shares how engaging with a federal webmasters group helped him understand the changing landscape and adapt his consulting approach. 14:44 - 15:19: Speaker 2 highlights the importance of specialization and continuous learning in consulting. 15:19 - 15:51: Speaker 2 emphasizes the role of critical thinking and deepening domain expertise through industry involvement. 15:52 - 15:55: Speaker 2 notes the evolving nature of consulting and the need for specialization to stay competitive. 15:56 - 16:26: Mark discusses how consultants need to evolve their subject matter expertise to remain relevant in the industry. 16:26 - 16:29: Speaker 2 agrees with Mark's point. 16:27 - 16:29: Mark briefly mentions that his expertise doesn't cover all markets. 16:30 - 16:57: Speaker 2 talks about the dynamics of generalists versus specialists and how to find one's niche. 17:36 - 18:07: Mark shares a story about how Netscape disrupted the market, forcing him to pivot his business. 18:10 - 18:20: Mark emphasizes the ongoing need for consultants to adjust and innovate in response to technological changes like Web 2.0. 18:21 - 18:52: Mark and Speaker 2 discuss how Web 2.0 tools opened new opportunities for consultants to publish and share content. 18:53 - 19:38: Mark explains how he leveraged LinkedIn to establish his B2G (business-to-government) platform and his experience as a beta tester for LinkedIn's Pulse feature. 19:38 - 20:24: Mark talks about adapting to LinkedIn’s evolving features and becoming a prolific content creator. 20:24 - 21:09: Mark explains how LinkedIn helped him build thought leadership and connect with his target audience. 21:09 - 21:13: Speaker 2 affirms Mark's approach. 21:15 - 21:42: Mark advises on making a strong first impression on LinkedIn, including using the profile banner effectively. 21:57 - 21:58: Mark suggests using LinkedIn features strategically to enhance personal branding. 22:39 - 23:00: Mark and Speaker 2 discuss how LinkedIn evolved from a resume site into a networking and content publishing platform. 23:00 - 23:31: Mark stresses the importance of crafting a compelling LinkedIn 'About' section to create a positive first impression. 23:31 - 23:34: Speaker 2 humorously comments on common mistakes with LinkedIn profile banners. 23:34 - 24:17: Mark emphasizes the strategic use of every LinkedIn profile element to project a professional image and value proposition. 24:18 - 24:53: Speaker 2 appreciates Mark’s tips and underscores the need for attention to detail in presenting oneself professionally on LinkedIn. 25:35 - 25:54: Speaker 2 asks Mark about his content creation schedule on LinkedIn. 25:54 - 26:42: Mark shares that he doesn’t follow a strict calendar but publishes when inspiration strikes, along with commitments to other platforms. 26:42 - 27:20: Mark talks about his prolific writing and method of seeking feedback before publishing content. 27:20 - 28:09: Mark shares how feedback from trusted peers helps him refine his content for relevance and clarity. 28:09 - 28:37: Speaker 2 highlights the value of critical thinking and the iterative process of content creation. 28:37 - 29:11: Mark advises on capturing ideas and nurturing them for professional growth and content creation. 29:11 - 29:38: Mark suggests validating ideas with trusted peers to improve them and ensure professional growth. 29:39 - 30:07: Speaker 2 and Mark discuss the importance of continuous learning, feedback, and engaging with one's audience. 30:07 - 30:37: Speaker 2 reflects on sharing ideas and receiving feedback as key to enhancing one’s professional expertise. 30:47 - 31:20: Mark advises carrying a notebook to jot down ideas for later reflection and development. 31:28 - 32:04: Speaker 2 reflects on revisiting ideas over time and their potential for future relevance. 32:17 - 32:27: Mark humorously comments that everyone has a novel or country song in them, but not all ideas need to be shared publicly. 32:47 - 33:27: Mark shares an analogy from sports journalist Sally Jenkins about tennis margins, comparing it to consulting and handling setbacks. 33:50 - 34:28: Speaker 2 and Mark discuss the importance of nurturing even small ideas into valuable contributions. 34:58 - 35:40: The conversation shifts to building a pipeline for consulting work, and Mark advises defining a target audience and creating relevant content. 35:41 - 36:24: Mark shares a key lesson about realizing that the real decision-maker in a company was the CEO, not the marketing contact. 36:42 - 37:15: Speaker 2 and Mark discuss recognizing key decision-makers and influencers in organizations. 37:15 - 39:44: Mark emphasizes the value of connecting with executive assistants, understanding their preferences, and using LinkedIn to foster relationships with decision-makers. 39:10 - 39:44: Mark and Speaker 2 talk about nurturing influential connections and recognizing their contributions. 40:30 - 41:06: Mark continues discussing the importance of recognizing the power and influence of executive assistants in decision-making processes, sharing tips on building genuine relationships with them. 41:06 - 41:41: Mark emphasizes how consultants should research and understand the needs of both decision-makers and their assistants to provide better value. 41:41 - 42:12: Speaker 2 reflects on the vital role executive assistants play in shaping consulting engagements and client relationships. 42:12 - 42:44: Mark shares his experience using LinkedIn to connect with decision-makers and their assistants, noting how this approach has helped him open doors to new opportunities. 42:45 - 43:16: Mark advises using LinkedIn strategically to gather insights about companies and individuals, tailoring outreach efforts to resonate with the needs and interests of potential clients. 43:16 - 43:58: The conversation turns to building trust and credibility on LinkedIn. Mark stresses the importance of being consistent in messaging, content creation, and follow-ups to maintain visibility and authority. 43:58 - 44:34: Mark touches on how to nurture connections on LinkedIn over time, explaining that providing value and engaging authentically helps build long-term relationships with potential clients. 44:35 - 45:10: Speaker 2 asks Mark how he manages to stay on top of industry trends and maintain his relevance after decades in the consulting industry. 45:10 - 46:10: Mark shares his learning habits, including constantly reading, attending webinars, and keeping an eye on emerging technologies and market shifts, to ensure he can offer up-to-date advice to his clients. 46:10 - 47:02: Speaker 2 reflects on the importance of continuous learning and adapting to new trends in consulting, agreeing with Mark's approach of staying curious and informed. 47:02 - 47:52: Mark gives an example of how evolving technologies and changes in government policies have reshaped the way consultants need to approach marketing and business development strategies. 47:52 - 48:32: Mark discusses the rise of AI and automation tools in marketing and how they impact the role of consultants, especially in creating more personalized outreach. 48:32 - 49:02: Speaker 2 asks Mark for his thoughts on how consultants can use these new tools to improve their client relationships. 49:02 - 50:01: Mark emphasizes that while AI and automation are helpful, building personal relationships and trust remains critical. He encourages consultants to strike a balance between using technology and maintaining a human touch in client interactions. 50:01 - 50:43: Mark shares a final tip for consultants: to always remain flexible and open to new ways of solving problems, whether through technology, strategy, or networking. 50:44 - 51:10: Speaker 2 asks Mark to offer any parting advice for consultants looking to break into government marketing or consulting in general. 51:10 - 52:10: Mark advises consultants to focus on understanding the specific needs of their target market, build a strong personal brand, and consistently deliver value. He also emphasizes perseverance in developing relationships and gaining trust in the consulting world. 52:10 - 52:58: Mark reflects on the most rewarding aspects of his consulting career, sharing that seeing his clients succeed and making an impact on their businesses has been the highlight of his journey. 52:58 - 53:00: Speaker 2 wraps up the episode by thanking Mark for his time and insights, and closes the conversation. 53:00 - End: The episode concludes with a call to action for listeners to connect with Mark Amtower online and to stay tuned for future episodes.   Episode Highlights: 00:15 - 00:22: Introduction of Mark Amtower, a seasoned expert in government contracting marketing. 00:38 - 01:27: Mark shares his unique journey into the niche of marketing to the government. 01:39 - 02:50: Discussion on the value of non-traditional paths to consulting. 04:28 - 05:14: Mark talks about the challenges of creating a client pipeline for consultants. 05:44 - 06:09: Insights into how Mark identified a marketing niche in the government sector. 08:21 - 08:27: Addressing the lack of marketing to government within ad agencies. 14:44 - 15:19: The importance of specialization and continuous learning in consulting. 23:34 - 24:17: Tips for making a strong first impression with your LinkedIn profile. 28:37 - 29:11: Keeping track of ideas and fostering creativity in professional growth. 35:41 - 36:24: Mark's lesson on identifying and engaging with decision-makers. 46:00 - 46:10: Mark emphasizes the significance of courtesy and empathy in professional settings. 49:43 - 50:22: Encouraging consultants to admit knowledge gaps and leverage their peer networks. About Our Guest Today: Mark Amtower is the founder and partner at Amtower & Company, a consultancy specializing in marketing to the government sector. With a masterful grasp of government marketing and an active presence on LinkedIn, Mark is a leading authority in government contracting and B2G marketing. With an impressive tenure of nearly four decades, Mark has shaped the landscape and discourse around marketing to the government. Where to Find Our Guest Online: LinkedIn - Mark Amtower: https://www.linkedin.com/in/markamtower/

In this insightful episode of The Art of Consulting podcast, we're joined by Coach Katie, also known as Katie Weldon, who not only excels as a business mentor and mindset coach but also shines in the real estate world as Katie the Mortgage Lady. With a rich history of bold decisions and transformative life changes, Katie opens up about her journey and the pivotal moments that led her to adopt a life-changing mindset. 00:13 - Introduction: We welcome Coach Katie to the show, discussing her multifaceted career and the courageous choices that have defined her path, from a drastic relocation to powerful personal developments. 00:59 - Life-Altering Decisions: Katie reflects on the significant decisions she's made, including a spontaneous move, medication changes, and notably, her choice to stop drinking—a frequent habit that pervaded her social and professional life. 02:50 - Intuition and Identity: A keynote moment at a Hay House conference triggers Katie's intuition, leading her to a decision that would not only alter her habits but challenge her identity. She narrates the process of facing and embracing her true self without alcohol. 05:34 - The Extrovert's Challenge: Katie discusses the surprising nervousness that comes with being an extrovert and the reliance on alcohol for social courage. She reveals the journey of redefining her social strategies and relationships in the absence of her previous crutch. 09:57 - Intuition's Role in Personal Change: The conversation shifts to the power of intuition, how it guided Katie's life choices, and the importance of acting upon these persistent inner calls for the sake of growth and alignment with one's true self. 15:19 - Dealing with Fear and Change: Katie and the host delve into the natural fear associated with change, the significance of being true to oneself, and the strength required to walk through uncertainty while reshaping one's identity. 22:48 - Acting on Intuitive Messages: We explore how vital it is to acknowledge and act on intuitive messages, recognizing the impact of those decisions on personal well-being and how they can manifest in unexpected and profound ways. 31:58 - Filling the Void with Positivity: Finally, Katie emphasizes the importance of consciously choosing what to fill the void with when removing a habit or element from one's life, ensuring it contributes positively to one's journey towards a fulfilling life.   Episode Highlights: 00:13 - Introduction to Coach Katie Weldon, a business mentor, mindset coach, and also known as Katie the Mortgage Lady in the real estate industry. 00:59 - Katie shares her story of making life-altering decisions, including moving from Massachusetts to Florida, getting off medications, and her significant decision to stop drinking. 05:34 - Discussion on introverts, extroverts, and the surprising shyness extroverts can experience. Katie talks about the role of alcohol in social settings and her journey to navigate social interactions without it. 09:57 - The critical role of intuition in personal change and the importance of listening to those persistent internal messages that guide life choices. 15:19 - How fear and change can challenge one's identity, and the importance of staying true to oneself through the uncertainty of transformative periods. 22:48 - The necessity of acknowledging and acting upon intuitive messages for personal well-being and the profound impact these decisions can have. 31:58 - Katie emphasizes the importance of filling the void with positive actions and choices when removing a habit or element from one's life.   About Our Guest: Katie Weldon is an entrepreneur combining her talents as a business mentor, mindset coach, and successful figure in the real estate industry. With a history of unabashed decisions leading to personal rediscovery, Katie inspires through her journey and passion for helping others find balance and success in both business and life. Where to Find Our Guest Online: For more on Katie Weldon's work and to connect, visit: Website: www.katieweldon.comFacebook and Instagram: @Katiesimpsonweldon Facebook Group: KatieKollective

Join us in a riveting discussion with Stephanie Forbes, a value chain virtuoso with more than two decades of experience overseeing multi-billion dollar projects. Serving as the interim vice chair of Supply Chain Canada, Alberta Institute, she is frequently sought out for her wealth of knowledge in the supply chain realm. In this episode, Stephanie delves into the complexities of procurement fraud, elucidating its various forms and imparting crucial strategies for preventing such deceptive practices within organizations. 00:13 - Introduction: Kat introduces Stephanie Forbes, an esteemed value chain expert renowned for her contributions to the field and her tenure in steering significant projects throughout Canada and the United States. 00:56 - Stephanie's Professional Background: The spotlight is on Stephanie's instrumental role in advancing the Supply Chain Excellence Forum and her collaboration with prominent entities like Shell and Chevron, reflecting her dedication to solving complex issues and building best-in-class governance models. 01:40 - Navigating the Topic of Fraud: Today's enlightening conversation ventures into the pressing issue of fraud within the supply chain ecosystem, with Stephanie emphasizing the criticality of understanding the different facets that contribute to vendor-related fraud and illicit cash flow activities. 02:22 - What is Procurement Fraud?: Stephanie lays down a clear definition of procurement fraud, highlighting the element of criminal deception in the procurement process, which aims for personal or organizational financial gain. 03:29 - Exploring Various Fraud Types: We dive deep into the murky waters of procurement fraud, discussing specifics like employee-contractor collusion and bribery, and how such practices circumvent fair processes and inflate organizational costs. 06:53 - The Mechanisms of Bid Rigging: Stephanie offers a breakdown of bid rigging, conflicts of interest, and the preventative measures that organizations can implement to safeguard against such deceptive activities. 08:22 - The Perils of Product Substitution: The conversation shifts to the significant risks associated with product substitution, particularly in sensitive sectors like oil and gas, underscoring the potential dangers and the importance of rigorous quality assurance. 09:55 - The Role of Quality Control and ERP Systems: The episode highlights the vital role of quality control measures and how ERP systems play an integral part in preserving compliance data and preventing procurement fraud. 13:05 - The Advantages of a Vertically Integrated Supply Chain: Stephanie speaks to the benefits of vertical integration in a supply chain, detailing how it can enhance predictability and control, while lowering overall risk. 16:23 - Tales of Fraudulent Activities: We hear chilling real-world accounts of fraud, including a case study of an employee's manipulation of ERP data leading to a significant financial loss for their company. 26:12 - Pinpointing Vulnerabilities and Remedies: The episode concludes with discussions on identifying weak spots in corporate processes susceptible to fraud and the measures that can be taken to train employees on recognizing and preventing these issues. About Our Guest Today: Stephanie Forbes is a seasoned executive with over two decades of experience in business, risk management, and supply chain, primarily within the energy and construction sectors. Her leadership has driven successful transformations in teams, projects, and programs. She is committed to advancing the supply chain profession by creating value for stakeholders through speaking engagements, mentoring, and leveraging her extensive network. Stephanie’s achievements include implementing best-in-class programs such as full life cycle governance and supplier life cycle management. Eager for new opportunities, she is motivated to make significant contributions to the energy and construction industries, as well as the field of supply chain management. Episode Highlights: 00:13 - Introduction to Stephanie Forbes: Stephanie is introduced as a highly experienced value chain expert and interim vice chair of Supply Chain Canada, Alberta Institute. 00:56 - Stephanie's Influence on the Supply Chain Industry: Her work with major North American organizations and contributions to the Supply Chain Excellence Forum are highlighted. 01:40 - Fraud in the Supply Chain: The conversation turns to how fraud can impact organizations and the need for awareness of various fraud types in the procurement process. 02:22 - Defining Procurement Fraud: Stephanie provides a definition of procurement fraud, emphasizing deception in acquiring goods or services. 03:29 - Types of Procurement Fraud: The discussion delves into different types of procurement fraud, including employee-contractor collusion, and its consequences. 06:53 - Preventing Bid Rigging and Conflicts of Interest: Stephanie discusses how organizations can mitigate the risk of bid rigging and conflicts of interest within procurement processes. 08:22 - The Dangers of Product Substitution: The risks associated with product substitution in critical industries are examined. 09:55 - Quality Control and ERP Systems: The importance of quality control and the role of ERP systems in upholding data compliance is explored. 13:05 - The Value of Vertical Integration: Stephanie speaks on how vertical integration can enhance predictability and reduce risks within supply chains. 16:23 - Real Cases of Fraud: A story is shared about an employee manipulating ERP system data to commit a multi-million-dollar fraud. 26:12 - Preventative Measures and Training: Strategies for fraud prevention, the importance of process reviews, and employee education are discussed. Where to Find Our Guest Online: LinkedIn - Stephanie Forbes: http://linkedin.com/in/calgaryforbes

Welcome to a new episode of the Art of Consulting podcast, where we engage in deep discussions with some of the most knowledgeable and insightful professionals in the business world. Today, we are privileged to welcome Ms. Stephanie Forbes back to the show. Recognized as a national expert in value chain management, Stephanie brings over two decades of experience managing multi-billion dollar projects throughout Canada and the United States. Currently serving as interim vice chair of Supply Chain Canada, Alberta Institute, Stephanie is frequently sought after for her expertise and is known for her impact on the industry through her roles in leading panels, webinars, and podcasts, and as an international speaker. In this episode, Stephanie enlightens us on the complex and pressing issue of procurement fraud in the supply chain space. She shares her wealth of knowledge on the types of fraud organizations might encounter, the effects of such illegal acts, and the crucial steps necessary to prevent them. Prepare for an in-depth look at the importance of governance models, complex problem-solving, and the nuances of fraud prevention within the supply chain. 00:13 Introduction: We introduce Ms. Stephanie Forbes, a value chain expert with extensive experience in leading significant projects across North America. Her involvement with Supply Chain Canada and her reputation as an international speaker set the tone for our discussion on procurement fraud. 00:56 Stephanie's Vast Experience: Stephanie's rich background includes the creation of the Supply Chain Excellence Forum and her work with some of the largest organizations in North America. Her passion for complex problem-solving has made her an authoritative voice in the industry. 01:40 The Issue of Fraud in Supply Chains: We dive into the significant problem of fraud within supply chains, particularly its relation to ERP systems, and Stephanie's encounters with companies that fraudulent activities have victimized. 02:48 What Is Procurement Fraud?: Stephanie offers a precise definition of procurement fraud and discusses its impact on organizations, providing a foundation for further exploration of the subject. 03:29 Types of Procurement Fraud: Detailed explanation of various forms of procurement fraud, including employee collusion, bribery, conflicts of interest, bid rigging, and product substitution, shedding light on their intricacies and consequences. 05:29 The Case of Data Manipulation and Fraud: Stephanie shares a real-life example of data manipulation that led to a $9 million financial loss, emphasizing the need for stringent data management and control measures to prevent such fraud. 14:54 The Role of ERP Systems: The conversation turns to how Enterprise Resource Planning (ERP) systems can play a crucial role in maintaining compliance data and acting as a deterrent against fraud. 22:43 Lessons Learned from Fraud Cases: Stephanie emphasizes the importance of being open about instances of fraud, sharing lessons learned, and implementing continuous education and robust auditing processes to mitigate future risks. 31:58 Importance of Training in Fraud Prevention: The discussion highlights the significance of training staff, sharing information on fraud occurrences, and encouraging a culture of continuous learning to prevent fraudulent activities. Episode Highlights: 00:13 - Introducing the expertise and contributions of Stephanie Forbes in the supply chain management sector. 05:29 - Insights into the complex world of procurement fraud and the real consequences for organizations. 14:54 - Discussing the preventative measures and governance that can be put in place to combat fraud within companies. 31:58 - The importance of employee education and transparent communication in preventing and addressing fraud. About Our Guest: Stephanie Forbes is a seasoned executive adept in business, risk management, and supply chain disciplines. She has driven transformation within teams, projects, and programs in the energy and construction sectors, leaving a lasting impact. Stephanie is dedicated to advancing the supply chain profession, creating value through her speaking engagements, mentorship, and network. Her achievements include implementing best-in-class programs like full life cycle governance and supplier life cycle management. With an eye toward future opportunities, Stephanie is driven to contribute significantly to her industry and the field of supply chain management. Where to Find Our Guest Online: LinkedIn - Stephanie Forbes: http://linkedin.com/in/calgaryforbes

Welcome to another enlightening episode of the Art of Consulting podcast, where we delve into the personal and professional journeys of some of the most inspiring leaders in the industry. In today’s special installment, we are thrilled to welcome Ms. Pat Kaiser, a dynamic leader whose extensive background spans operations, marketing, sales, IT, HR, risk management, and mergers and acquisitions. Join us as we explore Pat’s journey, from her impactful career in consulting to her significant contributions to organizations like Agilus Work Solutions. Along the way, Pat shares invaluable insights on preparing a business for sale, the role of intellectual property in consulting, and navigating the challenges of being an independent contractor versus an employee. 00:13 - Introduction: Speaker 1 welcomes the listeners and introduces the guest, Pat Kaiser, who has been a role model and mentor throughout their career in consulting. 00:15 - 00:41 - Introduction Continued: Speaker 2 elaborates on Pat Kaiser’s impressive career in IT and consulting, highlighting her leadership roles in multinational organizations and her experience guiding companies through mergers and acquisitions. 00:41 - 01:38 - Preparing a Business for Sale: Pat discusses the process of preparing a business for sale, which involves ensuring documentation accuracy, maintaining clean financials, and setting up a data room. She explains the importance of keeping the staff unaware of the sale preparation to maintain business stability. 01:38 - 02:20 - Confidentiality and Preparation: Pat elaborates on the necessity of discretion while prepping the business for sale and creating a teaser document for potential buyers. She also talks about the development of a confidential information memorandum (CIM) that provides detailed business insights to interested parties. 02:20 - 02:58 - Engaging Interested Parties: Pat explains the role of letters of intent in the sale process and how they serve as binding agreements indicating serious interest from potential buyers. She highlights the competitive nature of these engagements, particularly when competitors are involved. 02:58 - 03:35 - Valuation of Consulting Firms: Pat discusses the importance of intellectual property, management team stability, and staff skills in the valuation of consulting firms. She emphasizes that the primary assets being acquired are the people and the goodwill with clients. 03:35 - 04:48 - Value of Intellectual Property: Pat underscores the value of intellectual property in a consulting firm, including software and documented best practices that can enhance business operations and client implementations. 04:48 - 05:33 - Importance of Client Lists: Pat emphasizes that client lists are often the most critical asset in a consulting firm’s valuation, followed by the skills and experience of the staff and intellectual property. 05:33 - 07:46 - Detractors from Business Value: Pat identifies factors that detract from a business’s value, such as restrictive client contracts, debt, poor reputation, and inexperienced staff. She explains the importance of managing these elements to maintain business value. 07:46 - 09:40 - Independent Contractor vs. Employee: Pat compares the pros and cons of being an independent contractor versus an employee. She discusses financial rewards, job stability, and opportunities for professional growth in both roles. 09:40 - 13:34 - Discipline in Consulting: Pat highlights the need for discipline as a consultant, from understanding client environments to managing time and continuous learning. She shares tips on how consultants can stay relevant and valuable in the industry. 13:34 - 14:36 - Continuous Learning: The discussion emphasizes the importance of continuous learning and investing in personal development to enhance one’s skills and certifications, ensuring long-term success in consulting. 14:36 - 24:47 - Closing Insights: Pat reflects on the significance of having intentional plans and being proactive in career development, both as an employee and a consultant. She shares personal anecdotes and advice on navigating the consulting industry successfully. Episode Highlights 00:13 - 00:15 - Introduction: Speaker 1 welcomes listeners and introduces the episode. 00:15 - 00:41 - Today's Guest: Speaker 2 introduces Pat Kaiser, highlighting her career in consulting and IT. 00:41 - 00:47 - Opening Question: Speaker 1 asks about preparing a business for sale. 00:48 - 01:38 - Preparing a Business for Sale: Pat explains key steps, focusing on documentation, financials, and confidentiality. 01:38 - 02:20 - Confidential Preparation: Pat discusses keeping sale plans discreet and creating teaser documents and CIMs. 02:20 - 02:58 - Engaging Buyers: Pat covers engaging buyers through letters of intent and binding agreements. 02:58 - 03:35 - Business Valuation: Key assets in a firm’s valuation, including intellectual property and client goodwill. 03:35 - 04:48 - Intellectual Property: The value of IP in improving business operations. 04:48 - 05:33 - Client Lists: Importance of client lists in increasing a firm's value. 05:33 - 07:46 - Detractors: Factors that detract from value, like contracts, debt, and poor reputation. 07:46 - 09:40 - Contractor vs. Employee: Pros and cons of being an independent contractor vs. employee. 09:40 - 13:34 - Discipline in Consulting: The need for discipline in managing time and continuous learning. 13:34 - 14:36 - Continuous Learning: Importance of investing in skills for long-term success. 14:36 - 20:12 - Career Planning: Pat reflects on intentional career planning and proactive development. 20:12 - 24:00 - Building a Consulting Organization: Insights on leading a successful consulting firm. 24:00 - 24:47 - Closing Remarks: Speaker 1 and Pat summarize key points and express gratitude.   About Our Guest Today Ms. Patricia Kaiser (Pat) was President of the Office Professional & Light Industrial division of Agilus Work Solutions, a large national workforce solutions firm, where she brought over 25 years of experience to the role. Previously, she was the incoming President and VP of Corporate Development for The BOWEN Group, Interim President and Chief Operating Officer for MacKay CEO Forums, and Chief Operating Officer for Sierra Systems for almost a decade. Pat is on the Board of the Alberta Electric System Operator (AESO) and is the Chair of the Human Resources Committee as well as a member of the Audit Committee. She also served on the Board of the Calgary Homeless Foundation for a number of years and in her last year, served as the Board Chair. Pat holds a Bachelor of Commerce degree from the University of Saskatchewan, she attended Queens University’s Executive Marketing program, earned her ICD.D from the Rotman School of Business in Toronto, and has been a regular lecturer at the University of Calgary’s Haskayne School of Business. Where to find Our Guest online: LinkedIn - Patricia Kaiser: https://www.linkedin.com/in/patricia-kaiser-b-comm-icd-d-0337b14/?originalSubdomain=ca Agilus Work Solutions: https://www.agilus.ca/

Welcome to another enlightening episode of the Art of Consulting podcast, where we take deep dives into the personal and professional journeys of some of the most inspiring leaders in the industry. In today's special installment, we are thrilled to welcome none other than Ms. Pat Kaiser. Pat is a beacon of dynamic leadership, known for her hands-on approach and her uncanny ability to foster high-performing teams. Her extensive background covers a gamut of functions including operations, marketing, sales, IT, HR, risk management, and mergers and acquisitions, making her insights invaluable. Join us as we explore Pat's storied career, her role in shaping successful organizations like Agilus Work Solutions, and her profound impact on the community through her board positions with the Calgary Homeless Foundation and the Alberta Electric System Operator. Get ready for a session rich in wisdom, lessons learned, and strategies that drive both personal and organizational success. 00:13 Introduction: Welcome to the Art of Consulting podcast! In today's episode, we introduce Ms. Pat Kaiser, an inspiring leader and mentor to many. Pat's diverse background encompasses operations, marketing, sales, IT, HR, risk management, and M&A activities. She sets the stage for a deep dive into her remarkable career journey. 00:55 Pat Kaiser's Role at Agilus: Pat Kaiser served as the president of the Office Professionals and Light Industrial team at Agilus Work Solutions. Her commitment to building diverse, flexible, and resilient workforces is a testament to her leadership and passion for fostering collaborative environments that drive results. 01:52 Pat's Community Involvement: Beyond her corporate role, Pat is actively involved in the community, contributing her expertise as the board chair of the Calgary Homeless Foundation and a board member of the Alberta Electric System Operator (AESO). 02:42 Pat's Career Beginnings: Pat shares the serendipitous start to her career in IT consulting, which began with a neighbor's suggestion and led to her landing a job with Montage, a pivotal moment that would shape her career path. 03:29 Pat's Progression at Montage: Pat quickly moved from salesperson to branch manager at Montage, highlighting her natural leadership and operational skills that catalyzed the branch's success. 05:32 Sales Experience in IT: Pat discusses the parallels between sales and consulting, emphasizing the importance of networking, relationship building, and being a trusted partner to clients. 07:31 Consulting Insights: Drawing on her sales experience, Pat offers valuable advice to consultants on the importance of collaboration, establishing credibility, and the significance of strong work ethics. 08:18 Building Relationships: The discussion delves into the role of authenticity and the incremental process of building trust and forming lasting professional relationships. 10:10 Leadership and Team Building: Pat reflects on her ability to bring people together, the power of collaborative vision, and the joy she finds in creating a work culture that values and uplifts its members. 15:40 Pat's Time at Enable and Sierra Systems: Pat's journey took her from Enable to Sierra Systems, where she led as COO for nearly a decade, stressing the critical role of corporate culture and her efforts to replicate the vibrant environment she cherished at Montage. 19:57 Transition and Sale of Business: Pat outlines the strategic process of preparing and selling Sierra Systems to NTT Data Services, providing insight into the complexities of M&A activities involving multiple international branches. 22:30 Transition to Agilus Work Solutions: After the sale of Sierra Systems, Pat moved to Agilus Work Solutions, where she continued her executive trajectory, showcasing her expertise in corporate development and leadership. Episode Highlights: 00:13 - Introduction of Pat Kaiser's vast experience in various leadership roles. 05:32 - Insights into Pat's approach to building performance-driven teams and creating impactful work cultures. 00:55 - Pat's journey from entering the IT industry to becoming a key player in executive leadership. 05:32 - The importance of sales and consulting synergy in achieving business success. 08:18 - Strategies for effective networking, relationship building, and team collaboration. 19:57 - Pat's role in significant M&A ventures and transitioning organizations. About Our Guest Today: Ms. Pat Kaiser is known for her dynamic leadership and her ability to inspire and cultivate high-performance teams. With a proven track record in multiple business areas, Pat's expertise extends to community involvement, where she serves on various boards, contributing significantly to the organizations she supports. Where to find Our Guest online: LinkedIn - Patricia Kaiser: https://www.linkedin.com/in/patricia-kaiser-b-comm-icd-d-0337b14/?originalSubdomain=ca Agilus Work Solutions: https://www.agilus.ca/

In this engaging second part of our interview with Stefan Streckfus, CTO of Renewell Energy, we continue our exploration of the revolutionary approach to repurposing abandoned oil wells for renewable energy storage. Stefan delves deeper into the operational and technical aspects of this transformative technology, sharing insights from his background in innovation and commercialization. We also discuss the future of energy storage, environmental sustainability, and how Renewell Energy is paving the way for a cleaner, greener future. Welcome and Recap (00:13) Cat kicks off the episode by welcoming listeners and providing a brief recap of Part 1, setting the stage for this deep dive into energy storage innovations. Technical Overview of Repurposing Oil Wells (00:13 - 05:02) Stefan explains the detailed process of converting abandoned oil wells into energy storage systems, focusing on the engineering and technology behind it. Scaling the Technology for Broader Impact (05:03 - 10:45) The discussion turns to scaling this innovative solution, as Stefan outlines the challenges and opportunities in expanding to different regions and industries. Partnerships and Regulatory Challenges (10:46 - 15:29) Stefan discusses the importance of strategic partnerships with governments, energy companies, and regulatory bodies in making this solution a success. Environmental and Economic Benefits (15:30 - 21:15) Stefan shares how Renewell Energy’s technology offers both environmental and economic benefits, touching on cost-effective energy storage and reducing the environmental impact of abandoned oil wells. Lessons Learned and Next Steps (21:16 - 28:10) Reflecting on Renewell Energy's journey so far, Stefan highlights key lessons learned from recent installations and the company’s roadmap for future projects. Closing Thoughts and Future Innovations (28:11 - 34:10) Cat and Stefan wrap up the conversation by looking ahead to future innovations in renewable energy and how Renewell Energy plans to continue driving change in the industry. Outreach and Contact Information (34:11 - 34:40) Stefan invites listeners to connect with Renewell Energy and explore potential collaborations. Closing Remarks (34:41 - 35:02) Cat thanks Stefan for the insightful conversation and reminds listeners to stay tuned for more inspiring episodes. Outro (35:02 - 35:20) Cat wraps up the episode, encouraging listeners to subscribe and share their thoughts on the topics discussed. Where to Find Our Guest Online: Renewell Energy Website: https://renewellenergy.com/ Stefan’s LinkedIn: https://www.linkedin.com/in/stefan-streckfus-480ab037/

In this episode of The Art of Consulting Podcast, Cat sits down with Stefan Streckfus, co-founder and CTO of Renewell Energy. With nearly 5 years in renewable energy innovation and a background in designing scalable solutions for crises and commercial efficiency, Stefan shares his journey, challenges, and vision for the future of sustainable energy. Tune in for insights on impactful projects and advice for aspiring innovators. Welcome and Introduction 00:13 - 00:55 Hey, what is up you guys? It's Cat. Today we have a special guest, Stefan Streckfus, co-founder and CTO of Renewell Energy. With nearly 5 years in renewable energy innovation, Stefan is a Westgate fellow and former energy engineer at Mawaw Modular. He designed scalable renewable energy systems for refugee crises and founded Strekworks LLC, a consulting firm. He also led equipment innovation at Restaurant Brands International, improving efficiency and quality for brands like Burger King and Tim Hortons. Welcome, Stefan! Guest Introduction 00:56 - 03:40 Thanks, Cat! It’s great to be here. I’m excited to share my journey in the renewable energy sector and talk about some of the projects I’ve been involved with. Journey into Renewable Energy 03:41 - 08:15 Let's start with your journey. How did you get into renewable energy? It began with my engineering background. At Mawaw Modular, I worked on renewable energy solutions for refugee camps, which sparked my interest in this field. That experience led me to co-found Renewell Energy. Projects and Innovations 08:16 - 15:45 Can you share more about the projects you’ve worked on? Sure. At Renewell Energy, we focus on scalable solutions for sustainable energy. One notable project was developing a solar-powered water purification system for remote areas. At Strekworks LLC, I consulted on renewable energy projects, helping companies transition to greener solutions. Impact of Renewable Energy 15:46 - 20:10 What impact have these projects had on the communities and companies you worked with? The impact has been significant. For example, the solar-powered water purification system has provided clean water to thousands of people in remote areas. At Restaurant Brands International, the innovations led to improved energy efficiency and cost savings. Challenges in the Field 20:11 - 25:50 What are some of the challenges you’ve faced in the renewable energy sector? One major challenge is the initial cost of implementing renewable energy solutions. There’s also the need for continuous innovation to keep up with the growing demand for sustainable energy. Future of Renewable Energy 25:51 - 30:25 Where do you see the future of renewable energy heading? I believe we’ll see more integration of renewable energy into everyday life. Innovations in storage and efficiency will make renewable energy more accessible and affordable. Advice for Aspiring Innovators 30:26 - 35:10 What advice would you give to someone looking to get into the renewable energy field? Stay curious and keep learning. The renewable energy field is constantly evolving, so it’s important to stay updated with the latest technologies and trends. Networking and gaining hands-on experience are also crucial. Closing Remarks 35:11 - 36:30 Thank you so much, Stefan, for sharing your insights and experiences. Thank you, Cat. It’s been a pleasure talking with you. Outro 36:31 - 37:00 That’s all for today’s episode, folks. Thank you for tuning in. Don’t forget to subscribe and leave a review. See you next time! Episode Highlights: Welcome and Introduction 00:13 - 00:55 Cat introduces Stefan Streckfus, co-founder and CTO of Renewell Energy. Guest Introduction 00:56 - 03:40 Stefan shares his background and experience. Journey into Renewable Energy 03:41 - 08:15 How Stefan got into renewable energy. Projects and Innovations 08:16 - 15:45 Stefan discusses key projects and innovations. Impact of Renewable Energy 15:46 - 20:10 The impact of Stefan's projects on communities and companies. Challenges in the Field 20:11 - 25:50 Challenges faced in the renewable energy sector. Future of Renewable Energy 25:51 - 30:25 Stefan's vision for the future of renewable energy. Advice for Aspiring Innovators 30:26 - 35:10 Advice for those looking to enter the renewable energy field. Closing Remarks 35:11 - 36:30 Cat thanks Stefan for sharing his insights. Outro 36:31 - 37:00 Cat wraps up the episode and encourages listeners to subscribe. About Our Guest Today: Stefan Streckfus is the CTO at Renewell Energy. His career has focused on the development and implementation of new technologies in commercial settings. Prior to Renewell Energy, Stefan was Sr. Manager of Equipment Innovation at RBI (Burger King, Tim Hortons, and Popeyes) for 5 years, where he focused on equipment innovation, commercialization and deployment. In 2015, he received his first patent for a modification to the broiler. Stefan earned his MS in Civil and Environmental Engineering from Stanford University and his BS in Mechanical Engineering from Duke University. When he’s not working on Renewell’s mission, you can find him wandering the woods, links, or musical realms. Where to find Our Guest online https://renewellenergy.com/ https://www.linkedin.com/in/stefan-streckfus-480ab037/?original_referer=  

In this episode, we had the pleasure of hosting Da Li, a serial entrepreneur who shared his remarkable journey from entrepreneurship in China to creating sustainable home products. Da Li's diverse experiences and insights provided an enriching conversation on entrepreneurship and cross-cultural engagement. 1. Entrepreneurial Journey in China (00:00-02:16) Da Li founded DEYA Tech, becoming a market leader in China, catering to major clients domestically and internationally, including regions along the Belt and Road initiative. He discussed the challenges faced in the evolving landscape of entrepreneurship in China, highlighting the impact of rising labor costs and changing market dynamics. 2. Challenges of Business in China (02:16-13:00) Da Li emphasized the increasing difficulty of bootstrapping and organic growth in the current market, reflecting on the changes in labor costs and the landscape compared to previous years. He shared lessons learned from DEYA Tech, including the importance of embracing failure, the significance of swift adaptation, and recognizing the right timing for pivoting in business. 3. Engaging with High-Profile Dignitaries (13:00-18:00) Da Li shared intriguing stories of interacting with high-profile dignitaries, providing insights into encounters with a Saudi Prince and the late Paul Allen, shedding light on the dynamics and behind-the-scenes interactions in such scenarios. 4. Creating Sustainable Home Products (18:00-29:12) Introduction to Kunaboo, a brand by Kingsway Global Inc., focusing on sustainable home products with a family-oriented touch, emphasizing the significance of the name and the inherent message behind it. The discussion included the principles of the brand, the family-oriented feel of the products, and the value of having such items in homes. 5. Life Lessons from Entrepreneurship (29:12-32:00) Da Li emphasized the empowering nature of entrepreneurship, highlighting the sense of agency, responsibility, and the lasting impact it has on personal growth and accountability. Episode Highlights: 00:00 - Entrepreneurial journey in China, founding DEYA Tech and serving major clients nationally and internationally. 2:16 - Challenges of business in China, rising labor costs, and the changing landscape of entrepreneurship. 13:00 - Lessons learned from DEYA Tech, embracing failure, and the importance of swift adaptation in business. 18:00 - Engaging with high-profile dignitaries, sharing encounters with a Saudi Prince and the late Paul Allen. 29:12 - Creating sustainable home products, introducing the brand Kunaboo and its significance. 32:00 - Life lessons from entrepreneurship, emphasizing agency, responsibility, and personal growth. About Our Guest Today Da Li is a serial entrepreneur with a wealth of experience in entrepreneurship, cross-cultural dynamics, and sustainable products. He founded Kingsway Global Inc. and leads Peer Communications and Wellcee. Where to find Our Guest online https://www.kunaboo.com/ https://www.facebook.com/mykunaboo/ https://www.instagram.com/mykunaboo/ https://www.wellcee.com/ https://www.linkedin.com/in/dali1/  

Welcome back to The Art of Consulting Podcast! In this episode, we feature Da Li, a serial entrepreneur with a rich background in IT and enterprise software development. Da Li shares insights into his diverse ventures, including Kingsway Global Inc., Peer Communications, and Wellcee, showcasing his dedication to sustainable home products, marketing services for luxury brands, and the development of a leading lifestyle and roommate-seeking platform. 00:06 Introduction: Host Kat introduces Da Li as a special guest, highlighting his extensive experience as a serial entrepreneur and the founder of various successful ventures. His expertise in sustainable home products, marketing services for luxury brands, and the establishment of Wellcee, a premier roommate-seeking platform, set the stage for an engaging conversation that follows. 01:11 Current Ventures Overview: Da Li delves into the founding of Wellcee, a platform designed to address the housing challenges faced by young individuals in bustling cities like Beijing, Shanghai, Shenzhen, and Hong Kong. His role as an investor and insights into Wellcee's growth and significance within the community form a central part of the discussion. 05:16 Platform Expansion and Unique Niche: Da Li provides specific details about Wellcee's growth, highlighting its evolution from a roommate-finding platform to a comprehensive lifestyle platform connecting young people in large cities. He emphasizes the platform's ability to maintain a high-touch approach while expanding across various cities and its significant impact in a market dominated by large platforms. 11:03 Lifestyle Platform and Community Engagement: Da Li explores the multifaceted nature of wellness, underscoring its impact on the lives of young individuals. He discusses the platform's unique features, such as enabling users to connect, understand shared interests, and select roommates based on lifestyle choices, thereby creating a personalized experience for its users. 12:04 Inclusivity and Community Support: The conversation shifts to Wellcee's role in fostering inclusivity, particularly within the LGBTQ+ community in China. Da Li highlights the platform's unique approach in facilitating pre-vetting and providing a safe space for individuals to express their identities and find compatible living arrangements, reflecting Wellcee's inclusive values. 18:02 Focus on Sustainable Home Products: Transitioning to another venture, Da Li shares his journey in establishing Kingsway Global Inc., emphasizing the company's commitment to producing sustainable bamboo home products. He sheds light on the importance of FSC certification in the production process and its significant environmental and cultural impact. 23:03 Embracing Sustainable Practices: Da Li elaborates on the decision to prioritize FSC certification for bamboo products, emphasizing the alignment of sustainable practices with personal values. He discusses the strategic differentiation of the business and the critical role of sustainable endeavors in driving product excellence within a competitive market. 27:27 Transition from IT to Entrepreneurship: Da Li reflects on his transition from IT to entrepreneurship, revealing the spontaneous nature of his journey and the organic growth of his early business, Dietech. He shares insights into breaking into the industry, securing initial clients, and the balance between the enthusiasm of youth and the wisdom of experience in entrepreneurial pursuits. 30:00 Conclusion: The show closes with a discussion on the dynamics of entrepreneurship, highlighting the blend of intuition and data-driven decision-making. The conversation with Da Li enriches the understanding of sustainable ventures, strategic differentiation, and the transformative impact on community building and lifestyle platforms. Episode Highlights: 00:06 Introduction of Da Li: Serial entrepreneur and founder of Wellcee, with expertise in sustainable home products and roommate-seeking platforms. 01:11 Wellcee Overview: Da Li discusses Wellcee's niche, growth, and impact in metropolitan communities through lifestyle connections and inclusivity. 05:16 Expansion and Inclusivity: Insights into Wellcee's evolution, emphasizing its inclusive approach to the LGBTQ+ community. 11:03 Sustainable Home Products: Da Li highlights Kingsway Global Inc.'s commitment to FSC-certified bamboo products and environmental values. 23:03 Embracing Sustainability: The importance of FSC certification and its impact in a competitive market. 27:27 Transition to Entrepreneurship: Da Li's journey from IT to entrepreneurship, initial clients, and balancing enthusiasm with experience. 30:00 Conclusion: Focus on entrepreneurship dynamics, blending intuition, data-driven decisions, and community impact. About Our Guest Today Da Li, a seasoned entrepreneur, excels in sustainable home products and marketing services within China. His diverse ventures, including Wellcee, reflect a commitment to fostering inclusive living spaces and innovative solutions for young individuals seeking roommates. Da Li's dedication to sustainable practices and strategic differentiation adds value to the entrepreneurial landscape. Where to find Our Guest online https://www.kunaboo.com/ https://www.facebook.com/mykunaboo/ https://www.instagram.com/mykunaboo/ https://www.wellcee.com/ https://www.linkedin.com/in/dali1/  

In this engaging episode of The Art of Consulting Podcast, host sits down with Lauren Baptiste, a life coach and consultant specializing in workplace burnout and well-being. With over 13 years of experience in corporate culture, Lauren is on a mission to help professionals, particularly women, transition from exhaustion to empowerment. Her unique approach incorporates elements of Ayurveda, hormonal health, and evidence-based modalities, making her insights particularly compelling for anyone looking to improve their work-life balance. Key Topics Discussed: 00:06 - Introduction: Host introduces Lauren Baptiste, emphasizing her mission to enhance work culture by prioritizing well-being. Lauren’s diverse background includes expertise in Ayurveda, hormonal health, and evidence-based modalities. She has consulted for a wide range of clients including IBM, TD Securities, EY, NFL, Warner Music, Estee Lauder, Standard Chartered Bank, and the United Nations. 01:11 - Understanding Burnout: Lauren delves into the concept of burnout, highlighting its symptoms such as emotional exhaustion and cynicism. She differentiates between the 'soft' and 'hard' sides of burnout, emphasizing the importance of addressing both for overall well-being. Lauren explains how even high performers can fall prey to burnout, making it crucial to identify and address it early. 05:16 - Urgency of Addressing Burnout: The discussion covers the severe consequences of burnout, including extreme cases leading to suicidal thoughts. Lauren emphasizes the need for immediate intervention and sustainable solutions to prevent such outcomes. She shares stories about the drastic impact of unchecked burnout and stresses the importance of professional help and personal strategies to manage it. 11:03 - Balancing Work and Personal Life: The conversation turns to finding a balance between professional achievements and personal enjoyment. Lauren suggests integrating fun into daily routines while fulfilling career goals to maintain a healthy life balance. She talks about her own experiences and how small changes can make a significant difference in one’s outlook and well-being. 18:02 - Empowering Others: Lauren discusses the importance of empowering those around us instead of trying to solve every problem ourselves. She relates this to consulting, where the aim should be to provide tools and knowledge rather than taking on all tasks. Lauren shares practical tips on how to foster empowerment in both personal and professional settings. 23:03 - Authenticity in Different Roles: The conversation touches on authenticity, stressing the importance of being true to our roles in various contexts. Lauren uses the analogy of a UFC fighter to explain how one’s behavior should align with the role they are playing. She elaborates on how being authentic within these roles can lead to more meaningful and effective interactions. 27:27 - Importance of Connection: Lauren highlights the impact of loneliness on burnout, especially for consultants. She suggests intentional connection through small gestures like texting friends or arranging meet-ups to foster meaningful relationships and mitigate burnout. Lauren shares personal anecdotes and scientific studies to emphasize the critical role of social connections in maintaining mental health. 30:00 - Final Thoughts: The episode concludes with Lauren reiterating the need for a balance between being a hero in our professional roles and taking care of our own well-being. She encourages listeners to seek support when needed and to maintain objectivity in their roles. Lauren leaves the audience with actionable advice on how to start making positive changes today. Episode Highlights: 00:06: Introduction of Lauren Baptiste, life coach and consultant with a focus on workplace well-being. 01:11: Exploring burnout symptoms and the urgency of addressing them. 05:16: The necessity of balancing professional goals with personal joy. 11:03: Empowering others and maintaining objectivity in consulting roles. 18:02: Authenticity in different roles for personal and professional growth. 23:03: The detrimental impact of loneliness on burnout. 27:27: Intentional connection as a remedy for loneliness and burnout. 30:00: Final thoughts on balancing heroism and personal well-being in professional roles. About Our Guest Today: Lauren Baptiste is enhancing today’s work culture with a simple strategy: prioritize well-being as the "hardest-working" professionals climb the corporate ladder. As a life coach and consultant on a mission to help women level-up at work and at home, Lauren brings more than 13 years of experience in corporate culture and workplace burnout alongside her knowledge as a practitioner of Ayurveda, hormonal health, and other evidenced-based modalities. This results in clients shifting from exhausted to energetic, cynical to optimistic, and ineffective to empowered. Lauren is also an international speaker on the topics of burnout, mindfulness, and women in leadership, and has consulted for a wide range of clients including IBM, TD Securities, EY, NFL, Warner Music, Estee Lauder, Standard Chartered Bank, and the United Nations. Lauren has been published in many established outlets, such as Forbes, Thrive Global, Medium, and Authority Magazine. Find out more about Lauren’s coaching program, Freedom. You can book a consultation by clicking this https://www.acheloawellness.com/ Where to find Our Guest online: Website: https://www.acheloawellness.com/ LinkedIn: https://www.linkedin.com/in/lauren-baptiste/  

Topic Overview: Join Andy Fry and Cat Lam as they delve into the nuances of ERP systems, comparing on-premise and cloud implementations, discussing the transitions, challenges, and best practices from an expert's perspective in the ERP consulting field. Types of Consultants: External Consultants: Provide independent advice based on an external viewpoint. Internal Consultants: Offer specialized advice within an organization, focusing on continuous internal improvements.   Key Points Discussed: 0:06 - Introduction Welcome back to "The Art of Consulting Podcast" with hosts Andy Fry and Cat Lam. Today, we dive into ERP systems, focusing on the transition from on-premise to cloud implementations and the impact on businesses. 0:34 - Guest Introduction Introduction of Andy Fry, a seasoned Oracle ERP consultant, who shares insights from his vast experience. 0:54 - Historical Context Andy starts by discussing the traditional on-premise ERP systems, their setup, and operations within company facilities. 2:04 - Shift to Cloud The conversation shifts to cloud implementations, detailing the migration process and the role of server farms managed by third-party vendors. 3:36 - Differences in Implementations Andy outlines significant differences in implementation strategies between on-premise and cloud systems, emphasizing the need for client involvement in cloud environments. 5:01 - Challenges with Cloud ERP Discussion on how cloud implementations, while beneficial, come with challenges such as reduced customization and the importance of understanding the system's capabilities fully. 7:23 - Project Timelines Comparison Exploring how project timelines differ between on-premise and cloud implementations, noting that cloud projects tend to progress faster but require careful planning to accommodate unique business needs. 8:58 - Client Participation The changing role of client participation in ERP setups, particularly how cloud systems have altered the dynamic of client involvement in the configuration process. 10:01 - Understanding and Communication Andy stresses the importance of clear communication and thorough understanding between consultants and clients to ensure successful implementation and operation. 11:35 - Post-Implementation Support How organizations handle the transition post-implementation, focusing on the support structures needed when the consultant team steps back. 13:18 - Knowledge Transfer Strategies for ensuring clients are well-equipped to manage their ERP systems after consultants leave, emphasizing ongoing education and support. 16:18 - Consultant's Role in Cloud Implementations Andy explains his role in current projects, particularly how he ensures his clients are adequately prepared to use and maintain their new systems. 17:26 - Education and Framework Introduction Andy describes how he introduces clients to the ERP framework, ensuring they understand the system's purpose and functionality from a high-level perspective. 19:53 - Achieving Depth in Consultation The necessity of diving deep into the system's specifics with clients, ensuring they grasp not just the how, but the why behind system configurations. 20:26 - Change Management in Modern ERP Discussion on how change management has evolved with cloud ERP, focusing now more on power users and IT staff rather than end-users alone. 23:54 - Evolution of Documentation Practices How documentation needs and practices have changed with the shift to cloud ERP systems, highlighting what's been retained and what's phased out. 25:31 - Impact of Cloud on Business Processes How cloud ERP systems have transformed traditional business processes, enabling more agile and scalable operations. 27:23 - Client Stories and Examples Andy shares anecdotal evidence and stories from his career, illustrating the challenges and successes of moving clients to cloud ERP systems. 29:15 - Advice for Businesses Considering ERP Practical advice for businesses at different stages of considering or implementing ERP solutions, whether on-premise or cloud. 30:26 - Future of ERP Systems Discussion on the trends and future directions of ERP systems, considering technological advancements and industry demands. 32:57 - Q&A with Listeners The hosts take listener questions, providing expert answers and further insights into ERP systems. 35:28 - Wrap-Up and Key Takeaways Summary of the discussion, highlighting key points and takeaways for the listeners to consider in their ERP journeys. 37:45 - Closing Remarks Andy and Cat thank the listeners for tuning in and tease the next episode's topic, encouraging listeners to subscribe and stay informed.     Episode Highlights: Introduction of Andy Fry: 0:06 Shift to Cloud ERP: 2:04 Challenges with Cloud ERP: 5:01 Client Involvement and Knowledge Transfer: 8:58, 13:18 Change Management in Modern ERP: 20:26 Resources Mentioned: Oracle ERP Systems Server Farm Management Conclusion: The episode concludes with a recap of the importance of understanding both on-premise and cloud ERP implementations, with a push for proactive involvement and continuous learning in ERP transitions. Where to find Our Guests online: Andy Fry: https://www.linkedin.com/in/fryandy/ Cat Lam: https://www.linkedin.com/in/catlam/

. Emphasizes that money itself is not a value, but what it represents to an individual is. 0:34 - 1:03 - Finding Meaning Beyond Money Speaker 1 reflects on the importance of understanding why people do their jobs, beyond just earning money. Highlights the idea that meaningful work provides existential safety and keeps the spirit alive. 1:04 - 2:38 - Building Individuals in Organizations Speaker 1 shares an anecdote about a virtual assistance firm that focuses on individual development, leading to higher retention rates. Emphasizes the value of building up individuals within an organization. 3:05 - 3:50 - The Role of Passionpreneurs Speaker 2 talks about passionpreneurs who follow their passion and transform it into work that provides existential safety. Discusses the balance between organizational constraints and personal passion. 3:50 - 5:17 - Finding Passion Within Systems Speaker 2 explains that finding passion is not about blaming the system but finding what makes one feel alive within the system. Encourages boldness and courage in pursuing one's passion. 5:57 - 6:22 - Defining Passion vs. Hobby Speaker 2 defines passion as something one must do, whereas a hobby is something one enjoys. Highlights the importance of pursuing passions that make one feel alive and fulfilled. 7:21 - 9:58 - Passion as an Antidote to Fear Speaker 2 explains how passion helps overcome fears and uncertainties. Discusses the importance of allowing excitement and fear to coexist to pursue what is truly meaningful. 10:00 - 12:10 - Overcoming Fear in Public Speaking Speaker 1 shares personal experiences of public speaking and the discomfort associated with it. Speaker 2 emphasizes the importance of doing what makes one feel alive despite fears. 13:36 - 18:48 - Embracing Discomfort for Bold Visions Speaker 2 discusses the necessity of discomfort in pursuing bold visions. Highlights that discomfort is an indication of something truly important and encourages embracing it as part of the journey. 19:05 - 21:19 - Legacy and Intentional Impact Speaker 2 talks about the importance of leaving a legacy and creating intentional, meaningful impact. Encourages leaders to be conscious of their influence and the legacy they are building. 21:43 - 23:56 - Redefining Boldness Speaker 2 redefines boldness as courage, conviction, and consciousness. Discusses the role of vulnerability and the importance of seeing conflict as a signal of change. 26:03 - 27:07 - Creating Change Through Agency Speaker 2 encourages listeners to recognize their power to create change and leave a legacy. Emphasizes the significance of being intentional and accountable for one's impact. Episode Highlights: 0:04 - 0:12: Exploring the metaphorical meanings of money. 0:34 - 1:03: Understanding the deeper reasons for working beyond earning money. 1:04 - 2:38: The importance of individual development in organizations. 3:05 - 3:50: Embracing passion in professional work. 3:50 - 5:17: Finding passion within systems. 5:57 - 6:22: Defining passion versus hobby. 7:21 - 9:58: Using passion to overcome fear. 10:00 - 12:10: Overcoming fear in public speaking. 13:36 - 18:48: Embracing discomfort for bold visions. 19:05 - 21:19: Importance of legacy and intentional impact. 21:43 - 23:56: Redefining boldness and its importance. 26:03 - 27:07: Creating change through agency and accountability. Resources Mentioned: Zana's Book: Bold Reinvented: Next Level Leading with Courage, Consciousness, and Conviction Conclusion: The episode concludes with a recap of the key points discussed. Listeners are encouraged to reflect on their own leadership journeys and embrace the bold, soul-based decisions that drive innovation and collaboration. Where to find Our Guest Online: Website: https://www.boldleadership-culture.com LinkedIn: https://www.linkedin.com/in/zanagoicpetricevic/ Instagram: https://www.instagram.com/zanagoicpetricevic/ Amazon: Bold Reinvented: Next Level Leading with Courage, Consciousness, and Conviction  

Episode Summary: Welcome back to The Art of Consulting podcast! In this episode, we are joined by the remarkable Zana Goic Petricevic, a seasoned professional with over 15 years of experience in corporate management, entrepreneurship, and executive leadership coaching and consulting. Janna shares her unique insights on bold leadership and introduces her innovative SOUL Framework—self, other, universe, and legacy. Tune in as we explore how leaders can move beyond cautious, head-driven decisions to embrace transformative choices that lead to extraordinary outcomes. Key Discussion Points: Introduction to Zana Goic Petricevic (00:00 - 01:11) Background in corporate management and entrepreneurship Over 15 years of experience in executive leadership coaching and consulting Overview of the SOUL Framework (01:12 - 02:15) Meaning behind the acronym: self, other, universe, and legacy Importance of bold, soul-based decisions in leadership Janna’s Approach to Leadership Development (02:16 - 03:18) Executive coaching of individuals Systemic coaching of teams Leadership development programs and workshops Keynote speaking and writing Unlocking Organizational Potential (03:19 - 04:24) Close collaboration with organizations Identifying and leveraging untapped boldness potential Detailed Explanation of the SOUL Framework (04:25 - 06:26) The concept of leadership playgrounds The significance of playing boldly in self-reflection and innovation Innovating the Self (06:27 - 10:19) The importance of self-disruption and self-innovation Overcoming long-held beliefs and embracing new truths Self-Awareness as the Starting Point (10:20 - 11:36) The role of self-awareness in personal and professional growth Understanding one's starting point to explore potential   Self-Confrontation in Leadership The journey to becoming a better leader starts with self-confrontation. Realizing the importance of relationships in leadership.  Radical Connection Explanation of "radical connection" and its significance in leadership. The concept of "voting" in our minds about others and how to shift this mindset to create collective wisdom. Importance of courage, vulnerability, and truth in building strong connections. Relationship Dynamics How to relate effectively in leadership roles. Moving from judgment to fostering brilliance in others. Enhancing productivity and potential through collective effort. Feedback in Organizational Settings Challenges of giving feedback and the importance of believing in others' capabilities. Feedback as a reflection of trust and the gap between potential and current performance. Supporting team members with compassion and truth. Systemic Awareness in Leadership Understanding the impact of leadership within a system. Recognizing how systems shape leaders and vice versa. Importance of sensing change and engaging in bold conversations to support it. Politics and Voices in Organizations Redefining organizational politics as understanding the interplay of various voices within a system. The significance of listening to all voices, not just those in power. Recognizing spokespersons and the systemic nature of messages within teams. Passion and Purpose in Work Encouraging self-reflection to uncover what makes one's heart sing. The role of passionpreneurs and finding meaning in work beyond just financial gains. Emphasizing intentionality and contribution within any job or industry. Addressing Apathy and Engagement Exploring why some individuals may appear not to care. Coaching and self-reflection as tools to uncover true passions and values. The impact of existential safety versus spiritual fulfillment in professional life. Conclusion Summary of key insights from the discussion. Encouragement to listeners to reflect on their own leadership styles and relationships. Invitation to engage with the concepts of radical connection and systemic leadership in their professional and personal lives.  

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. Welcome back, the one and only Edmund Metera. Edmund Metera is a senior project manager at CWB Financial Group in Canada. He firmly believes that the keys to delivering successful projects are not only founded upon expert project management and business analysis competencies but on recognizing, tailoring and applying the best-suited methodologies and techniques to suit the unique technologies, constraints and opportunities at hand. Topic Overview: Focus on what a trusted advisor needs when embarking on a consulting engagement. Insights derived from Ed Matera’s book and his work at processmodellingadvisor.com. Types of Consultants: External Consultants: Advise client organizations. Internal Consultants: Advise different business areas within the same organization. Key Points Discussed: Importance of Deliverable Schedule and Effort Budget: Deliverable Schedule: Highly important. Effort Budget: Less important for the advisor; focus is on meeting the schedule rather than the budget. Project Stakeholders and Relationships: Critical for understanding stakeholder perspectives and pain points. The advisor acts as an advocate for the business within the project. Relationships vary from one engagement to another but are always crucial. Organizational Assets: Includes specialized tools, prior work, and training (e.g., SAP tools). External consultants bring their own assets and tools, which are essential. Organizational assets are important but secondary to interpersonal relationships and stakeholder understanding. Episode Highlights: Why Discuss Simple Concepts? Importance of asking the right questions early in a project or consultation. Being mindful and diligent upfront acts like insurance, preventing future issues. Preparation and Diligence: Taking initial steps to understand the project helps tailor the approach. This preparation keeps consultants out of potential pitfalls and allows them to leverage their knowledge effectively. Using a Checklist: Ed discusses a checklist available on his website, processmodellingadvisor.com. The checklist helps in tailoring your approach from one engagement to the next. Resources: The checklist can be found on the homepage of processmodellingadvisor.com. It is also published in BA Times, Modern Analyst, and IRM Connects. Conclusion: The episode delves into the balance between internal and external resources, the critical nature of stakeholder relationships, and the varying importance of schedules and budgets in consulting engagements. Ed Metera believes that philosophy is loud and clear in Ed's book: Universal Process Modeling Procedure: The Practical Guide to High-Quality Business Process Models. He has taught and mentored project managers and business analysts in best practices for professional organizations such as PMI, IIBA, and CMMI. He teaches IIBA-registered business analysis courses and serves as an advisor to the Northern Alberta Institute of Technology's Corporate and International Training department’s Business Analysis Certificate Program. He is also the founder of www.ProcessModelingAdvisor.com and a regular BATimes, Modern Analyst and IRM Connects contributor.

Episode Description: In this episode of Blue Sky Consulting, Cat continues her insightful conversation with Trevor Blake, a visionary serial entrepreneur and New York Times best-selling author. Trevor shares the innovative strategies behind his success, particularly his unique "hub model" for building companies without traditional employees. Tune in to discover how Trevor has managed to create and sell multiple companies with a combined value nearing a billion dollars, all while maintaining a balanced and fulfilling personal life. Key Takeaways: Introduction to Trevor Blake: Trevor Blake is a successful entrepreneur who has founded and sold three companies since 2003, with a combined value close to a billion dollars. He is known for his unique business model that does not involve traditional employees. The Hub Model: Trevor's "hub model" involves outsourcing all company functions to professional vendors rather than hiring full-time employees. This approach stemmed from necessity, as Trevor didn't have the funds to hire employees when he started his first company. Benefits of the Hub Model: Allows flexibility and cost savings, especially in the early stages of a company. Vendors work on a fee-for-service basis, motivated by profit-sharing arrangements and a sense of ownership in the company’s success. Eliminates the need for extensive supervision and internal meetings, enabling a focus on core business goals. Real-World Application: Trevor provides examples from his own experience, including a story about successfully running a company while being out of the country for three weeks. Highlights the balance this model offers, allowing Trevor to spend significant time on personal activities while his businesses continue to thrive. Maintaining Relationships and Trust: Trevor emphasizes the importance of trust and peer-to-peer relationships with vendors. He shares the success of long-term partnerships, such as his finance team in Texas, whom he has never met in person but maintains a strong working relationship with. Challenges and Solutions: Addresses concerns about vendor reliability and turnover, noting that the hub model’s structure and profit-sharing incentives foster loyalty and long-term collaboration. Discusses the ease of replacing vendors compared to employees, as contracts are more flexible. Work-Life Balance: Trevor contrasts his approach with more traditional, high-stress entrepreneurial paths, advocating for a lifestyle that combines business success with personal fulfillment. Shares his daily routine, which includes spending several hours walking and enjoying nature. Listener Questions: Kat and Trevor discuss the sustainability of the hub model and its application across various business functions. Trevor addresses potential pitfalls and how he mitigates them, providing insights into maintaining vendor relationships and ensuring consistent performance. Personal Vendor Experience Trevor shares a personal story about a long-term vendor relationship. Despite a strong personal bond, Trevor had to part ways with the vendor due to professional reasons, highlighting the different dynamics in vendor relationships. Employee Relationships and Company Dynamics Trevor explains the difficulty of ending employee relationships and contrasts it with the maturity and flexibility of vendor relationships. He discusses his approach to business growth and his preference for exiting companies once they've reached a certain level. Trevor's Personal Development Programs Trevor introduces his transformational personal development programs, emphasizing the need for self-transformation to achieve life goals. He talks about the "transformation experience" which helps individuals rediscover their potential and power. Transformation Experience Details The transformation experience is described as a journey back to one's true self, using principles of quantum physics. Trevor shares the success and impact of his programs, with thousands of people experiencing positive change. Start, Survive, Thrive Course Trevor introduces his course based on his book "Secrets to a Successful Start-Up," which provides a step-by-step guide to creating and sustaining a successful business. The course is aimed at helping individuals survive long enough in business to eventually hit a home run. Target Audience for Courses Trevor discusses the demographics of his course participants, including those looking for self-confidence and those who sacrificed their dreams for their families. He emphasizes the program's ability to help individuals adapt to new technological landscapes and regain confidence. Transforming Artists Trevor explains how his courses also support artists in finding sustainable income models, such as licensing and NFTs. He talks about the challenges artists face and how his programs provide practical solutions for success. Trevor's Screenwriting Journey Trevor shares his journey as a screenwriter, from his early days writing plays to winning awards for his screenplays. He discusses the transition from selling his screenplays to creating his own media company to produce films. Final Thoughts and Takeaways Trevor emphasizes the importance of having fun and making a positive difference in people's lives. He encourages listeners to embrace their creativity and pursue their passions with confidence. Key Takeaways: The complexities of managing employees versus vendors and the benefits of the hub model. The necessity of personal transformation for achieving professional success. The value of storytelling in business and personal development. Practical advice for artists and entrepreneurs on building sustainable income streams. Connect with Trevor G. Blake: Additional Resources: Books by Trevor G. Blake: "Three Simple Steps" "Secrets to a Successful Start-Up" Closing Remarks: Trevor leaves listeners with his mantra: "Make a positive difference in someone's life, have fun doing it, and share all the rewards that come naturally as a result." Conclusion: The episode wraps up with Trevor’s vision of a balanced, successful life, achieved through innovative business practices and a commitment to personal well-being. Encourages listeners to consider the hub model for their ventures, highlighting its potential for creating a profitable and balanced business. Trevor discusses the challenges of employee management, including tribunals and extra training. He compares this with the simplicity of ending vendor contracts and finding new vendors as needed. About Our Guest Today: Using a unique business structure based on a model of alliances, Trevor G. Blake has founded, managed and sold three companies since 2003 for a combined value of over $300 million. He is currently founder and CEO of three more companies in varied industries which he runs simultaneously. His unique business approach is based on a higher profitability, non-employee model, which also frees him to enjoy his other interests as a writer, coach, and animal welfare activist. Success with a balanced life is Trevor’s mantra and described in his free course The Practical Magic of the 5-hour workday which is available at www.trevorgblake.com. Trevor is also a New York Times best-selling author of Three Simple Steps, A Map to Success in Business and Life (2012) and Secrets to a Successful Startup, A Recession Proof Guide to Starting, Surviving, and Thriving in Your Own Venture. (2020) Trevor has been featured in: Business Insider, CNN, Forbes, PBS (Between the Lines), KOMO news, Wall Street Journal, The Huffington Post, Investors Business Daily, The Guardian, Inc. and is a regular radio and TV guest on both business and metaphysics shows. Trevor’s mission is to empower people just like you to transform yourself from the inside out, experience more confidence, deeper joy and greater prosperity in every area of your life. He has also created two unique experiential courses in which he coaches in real-time for personal growth and business success which can be found at www.trevorgblake.com. He has graciously given Art of Consulting podcast listeners a generous scholarship on any of his transformational programs. And I can personally attest that this is probably one of the most valuable investments that you can make to the greatest asset you have: Yourself. $500 discount code for Art of Consulting podcast listeners. Use code AOC at www.trevorgblake.com/begin     Where to find our guest: https://www.trevorgblake.com/ https://www.facebook.com/trevorgblaketgb https://www.facebook.com/TrevorGBlake https://www.facebook.com/groups/successwithbalance https://www.instagram.com/trevorgblaketgb/ https://twitter.com/@TrevorGBlake https://www.linkedin.com/in/trevorgblake/

0:05 - Introduction by Cat Overview of Trevor Blake's remarkable career. Mention of his achievements: founding, managing, and successfully selling three companies valued at over $300 million since 2003. 0:37 - Trevor's Business Model Description of Trevor's innovative business structure based on alliances, promoting higher profitability and flexibility. Trevor's philosophy of integrating work with personal passions for a balanced life. 1:18 - Trevor's Contributions and Recognition Author of best-selling books: "3 Simple Steps: A Map to Success in Business and Life" and "Secrets to a Successful Startup: A Recession-Proof Guide to Starting, Surviving, and Thriving in Your Own Venture." Featured in Business Insider, CNN, Forbes, and The Wall Street Journal. Trevor's mantra: Making a positive difference, having fun, and sharing rewards both materially and spiritually. 2:02 - Interview Begins Trevor thanks Kat for the introduction and shares a light-hearted moment about how impressive his achievements sound. 2:20 - Trevor's Personal Story Trevor shares his background and personal perception versus public perception. Emphasizes staying true to his playful and curious nature from childhood. 3:23 - Trevor's Journey to Entrepreneurship Discusses the importance of creativity and curiosity in his ventures. Highlights his method of solving problems through fixing gaps he noticed, leading to his entrepreneurial success. 4:56 - Work-Life Balance and Success Trevor talks about achieving success without overworking. The importance of balancing productive work time with moments of relaxation and inspiration. 6:09 - Integrating Life and Work Trevor's approach to integrating work, family, and personal passions for a harmonious life. Story from "3 Simple Steps" about resolving conflicts among scientists by taking them out into nature. 10:09 - Nature and Problem-Solving Trevor recounts an experience where taking a team of scientists outside led to a breakthrough. Emphasizes the role of nature in fostering creativity and problem-solving. 12:22 - Changing Meeting Dynamics Trevor discusses the impact of unconventional meeting settings on team dynamics and productivity. Reflections on how stepping out of traditional environments can lead to innovative solutions. 14:49 - Connecting Through Nature Importance of connecting with nature for mental clarity and creativity. Trevor shares a personal story about learning more effectively outdoors. 16:09 - Practical Advice for Remote Work Trevor offers resources on his website, including "The Practical Magic of the Five-Hour Workday." Aimed at helping people find balance and productivity while working from home, especially during challenging times like COVID-19.   [16:53] Changing Perspectives on Work Titles: Trevor reflects on the title of his book and the deeper message about structuring your day for optimal performance and well-being. [17:13] The Importance of Scheduling Breaks: Discussion on the benefits of scheduled walks and naps, with insights from NASA's research on performance improvement. [17:35] The Magic of Twilight Naps: Trevor shares his personal experience with 20-30 minute naps and their impact on creativity and productivity. [17:47] Practical Magic of the Five-Hour Workday: Emphasizing the importance of scheduling downtime and "aha" moments for a balanced and effective work life. [18:33] Insights from Nature and Ego Reduction: Exploring how being in nature can dissolve ego and foster collaborative and innovative thinking. [18:53] Lessons from "A Course in Miracles": Only love is real; understanding perception problems and how nature helps us reconnect with this truth. [19:11] The Power of Humility in Nature: How nature humbles us and creates a space where all voices are equal, encouraging idea sharing and innovation. [21:33] Living Close to Nature: Trevor's personal lifestyle of staying connected to nature, including walking barefoot and its impact on his work and life. [23:05] Discovering "Three Simple Steps": Trevor's journey to writing his book, and the transformative power it holds, as shared by a fan of Ryan Daniel Moran's podcast. [24:51] Starting a Company Later in Life: Debunking the myth that entrepreneurship is only for the young; discussing the average age of first-time entrepreneurs and billionaires. [27:12] Inspiration from a 97-Year-Old Entrepreneur: A touching story about a course participant who started a business at 97, proving it's never too late to follow your dreams. [29:00] Transformative Stories from Around the World: How "Three Simple Steps" reached a young girl in Sri Lanka and changed her life, leading her to become a professional dancer. [31:06] Setting Intentions for Success: Trevor's personal example of setting an intention for his company's success and achieving it. [33:15] The Importance of Formulas in Achieving Goals: Trevor discusses the importance of following a proven formula to achieve success, regardless of belief or confidence levels. [34:22] Energy and Equations in the Universe: Understanding that everything is energy and learning to manipulate it using specific formulas can lead to success. [36:07] Tools and Techniques for Success: Introduction to the various tools and techniques Trevor has developed and used personally, shared in his transformation experience course. [37:42] The Role of Joy in Success: How having fun and creating joy can connect you with the universe's energy and enhance your life and work. Key Takeaways Success is about balance and integration of work and personal life. Creativity often stems from moments of relaxation and connection with nature. Non-traditional approaches to problem-solving can lead to significant breakthroughs. Resources and practical advice are available to help navigate work-life balance, especially in remote working conditions. Balance Work and Breaks: Integrating downtime and creative moments into your day is crucial for productivity and well-being. Nature's Influence: Spending time in nature can dissolve ego, foster humility, and create a conducive environment for innovation and collaboration. Lifelong Learning and Growth: It's never too late to start a new venture or pursue a passion, as shown by inspiring stories of individuals who transformed their lives later in life. Formula for Success: Following a proven formula can lead to success, regardless of personal doubts or societal norms. Joy and Fun: Ensuring that you enjoy the process and have fun is essential for maintaining energy and motivation. Conclusion Final Thoughts Cat and Trevor discuss the integrated nature of life and work, and how small changes in approach can lead to significant improvements in productivity and well-being. Call to Action Visit Trevor's website trevorgblake.com for more insights and resources on achieving a balanced and successful life. Resources Mentioned: "Three Simple Steps" by Trevor Blake: A book offering practical advice and tools for achieving success. NASA Research on Napping: Insights on how naps can improve performance by 34%. "A Course in Miracles": A spiritual text focusing on the idea that only love is real. Connect with Trevor Blake: Website: Trevor Blake's Official Site Transformation Experience Course: An in-depth course offering tools and techniques for personal and professional transformation. About Our Guest Today: Using a unique business structure based on a model of alliances, Trevor G. Blake has founded, managed and sold three companies since 2003 for a combined value of over $300 million. He is currently founder and CEO of three more companies in varied industries which he runs simultaneously. His unique business approach is based on a higher profitability, non-employee model, which also frees him to enjoy his other interests as a writer, coach, and animal welfare activist. Success with a balanced life is Trevor’s mantra and described in his free course The Practical Magic of the 5-hour workday which is available at www.trevorgblake.com. Trevor is also a New York Times best-selling author of Three Simple Steps, A Map to Success in Business and Life (2012) and Secrets to a Successful Startup, A Recession Proof Guide to Starting, Surviving, and Thriving in Your Own Venture. (2020) Trevor has been featured in: Business Insider, CNN, Forbes, PBS (Between the Lines), KOMO news, Wall Street Journal, The Huffington Post, Investors Business Daily, The Guardian, Inc. and is a regular radio and TV guest on both business and metaphysics shows. Trevor’s mission is to empower people just like you to transform yourself from the inside out, experience more confidence, deeper joy and greater prosperity in every area of your life. He has also created two unique experiential courses in which he coaches in real-time for personal growth and business success which can be found at www.trevorgblake.com. He has graciously given Art of Consulting podcast listeners a generous scholarship on any of his transformational programs. And I can personally attest that this is probably one of the most valuable investments that you can make to the greatest asset you have: Yourself. $500 discount code for Art of Consulting podcast listeners. Use code AOC at www.trevorgblake.com/begin     Where to find our guest: https://www.trevorgblake.com/ https://www.facebook.com/trevorgblaketgb https://www.facebook.com/TrevorGBlake https://www.facebook.com/groups/successwithbalance https://www.instagram.com/trevorgblaketgb/ https://twitter.com/@TrevorGBlake https://www.linkedin.com/in/trevorgblake/

Introduction: Andy and Kat introduce the podcast episode, highlighting their focus on valuable banter and dialogue between the hosts. Exploring Specialization and Diversification: Andy and Kat reflect on their backgrounds in ERP consulting, particularly within Oracle implementations, spanning several decades. They discuss the importance of branching out from a niche specialization to explore transferable skills applicable to new niches and areas. Kat emphasizes the significance of understanding both functional and technical aspects of consulting, underscoring the value of bridging the gap between business processes and technology. Andy shares anecdotes illustrating the necessity of consultants to clarify client needs and outcomes, even when clients present partially baked solutions. The hosts stress the importance of humility in consulting, advocating for asking questions to ensure clarity and alignment between consultants and clients. Conclusion: Andy and Kat wrap up the episode by encouraging consultants, especially those early in their careers or transitioning to new areas, to embrace curiosity and ask questions to better serve clients. Key Points: Identifying Transferable Skills: The conversation delves into the significance of recognizing transferable skills, regardless of one's specialization. Drawing from personal experiences, they highlight how skills acquired in one domain can be applied effectively in diverse contexts. Tailoring Resumes for Impact: Rather than listing transferable skills generically, the hosts stress the importance of tailoring resumes to specific clients or projects. They advocate for a targeted approach that highlights relevant skills and experiences tailored to the client's needs. Continuous Learning: Lifelong learning is emphasized as a crucial aspect of career development. They encourage listeners to observe and analyze business processes in various settings, fostering a mindset of curiosity and adaptability. The Power of Networking: Building meaningful relationships with clients and colleagues is discussed as a valuable strategy for professional growth. They share insights on the benefits of informal networking, whether through coffee meetings or casual conversations, in gaining diverse perspectives and insights. Actionable Takeaways: The episode concludes with actionable advice for listeners, including the importance of observing business processes, diligent note-taking, and cultivating genuine interest in people. Final Thoughts: By leveraging transferable skills, embracing continuous learning, and fostering meaningful connections, consultants can enhance their effectiveness and versatility in addressing client needs across various industries. The hosts underscore the importance of practical insights and actionable strategies for professional success in the consulting field. Introduction: Host welcomes listeners back to another episode of Art of Consulting. Introduces Jason Hofley as a guest who understands the transformative power of technology in the business world. Highlights Jason's 20-year career in telco and technology, emphasizing his expertise in enhancing business operations through digital technology. Mentions Jason's role in aiding small startups, large organizations, and public sectors to scale businesses, increase efficiencies, and boost profitability. Guest Introduction: Jason began his career at Bell before moving into business development, particularly at Punch Card Systems. Jason's expertise includes workflow and process automation, digital workspace solutions, and custom app development, among others. Acknowledges Jason's numerous accolades, including recognition as a top performer at Bell and Chapter Member of the Year at BNI Alberta North. Discussion: Host expresses excitement about the conversation with Jason. Jason discusses his current focus on preparing for multiple races in the summer, highlighting his passion for amateur athletics and personal challenges. Provides insights into his training regimen, including running, cycling, and strength training, dedicating approximately 9 to 12 hours per week. Emphasizes the importance of balancing hard work with recovery and planning for optimal performance. Host and guest explore the mental aspects of training, including the significance of recovery, prioritizing sleep, and managing social activities. Jason elaborates on the concept of building a base in training, explaining its relevance in achieving long-term goals and avoiding burnout. Guest draws parallels between fitness and career development, discussing the importance of reverse engineering goals and establishing quantifiable targets. Jason shares his experience transitioning industries and applying strategies from sales to navigate new roles and responsibilities. Host and guest reflect on the significance of setting clear objectives and leveraging expertise from networks to drive success in personal and professional endeavors. Conclusion: Host expresses appreciation for Jason's insights and contributions to the discussion. Encourages listeners to apply the principles discussed in the episode to their own pursuits. Thanks Jason for joining the Art of Consulting podcast. This episode delves into Jason Hofley's journey in leveraging technology to drive business growth and personal development, offering practical insights and strategies for achieving success in various domains. Through discussions on training methodologies, goal setting, and industry transitions, listeners gain valuable perspectives on harnessing the transformative power of technology and strategic planning in both fitness and professional endeavors. In this episode, the hosts delve into the importance of defining success in various aspects of life and how tracking progress can lead to personal growth and fulfillment. They discuss how success is not limited to traditional metrics like money and status, but encompasses different areas such as physical fitness, mental health, and spiritual well-being. Through anecdotes and insights from their own experiences, they explore strategies for setting goals, measuring success, and staying motivated. Key Points: Defining Success: Success is multifaceted and varies for each individual. It involves setting clear goals and benchmarks for personal fulfillment in different areas of life, including career, family, fitness, and personal growth. Metrics for Success: To gauge success, it's essential to establish key performance indicators (KPIs) and scorecards that encompass both qualitative and quantitative measures. Whether in business or personal life, having clarity on what success looks like helps in evaluating progress and making necessary adjustments. Holistic Approach: Success extends beyond material wealth and external achievements. It encompasses aspects like physical health, mental well-being, emotional balance, and spiritual fulfillment. Achieving balance and harmony across these dimensions contributes to overall success and fulfillment. Tracking Progress: Tracking progress is crucial for identifying growth opportunities and celebrating achievements. Whether in strength training, running, or other activities, maintaining records of performance allows individuals to monitor improvements over time and stay motivated. Finding Motivation: Understanding the underlying motivation or "why" behind pursuing goals is essential for sustaining long-term commitment and resilience. Connecting with personal values, passions, and intrinsic desires provides the drive needed to overcome challenges and pursue excellence. Key Takeaways: Success is subjective and encompasses various dimensions of life, including physical fitness, mental well-being, and spiritual fulfillment. Defining clear goals and tracking progress using metrics helps in evaluating success and making necessary adjustments. Embracing a holistic approach to success involves achieving balance and harmony across different areas of life, not just focusing on external achievements. Understanding personal motivations and values is essential for maintaining long-term commitment and resilience in pursuing goals. Closing Thoughts: As the episode concludes, the hosts emphasize the importance of defining success on one's own terms and embracing a holistic approach to personal growth and fulfillment. By setting clear goals, tracking progress, and staying connected to one's motivations, individuals can navigate challenges and pursue success in all aspects of life.

Introduction: Andy and Kat introduce the podcast episode, highlighting their focus on valuable banter and dialogue between the hosts. Exploring Specialization and Diversification: Andy and Kat reflect on their backgrounds in ERP consulting, particularly within Oracle implementations, spanning several decades. They discuss the importance of branching out from a niche specialization to explore transferable skills applicable to new niches and areas. Kat emphasizes the significance of understanding both functional and technical aspects of consulting, underscoring the value of bridging the gap between business processes and technology. Andy shares anecdotes illustrating the necessity of consultants to clarify client needs and outcomes, even when clients present partially baked solutions. The hosts stress the importance of humility in consulting, advocating for asking questions to ensure clarity and alignment between consultants and clients.   By combining anecdotes, reflections, and practical insights, Andy and cat provide listeners with valuable guidance on navigating specialization and transferable skills in the consulting industry.   In this episode, Andy and the guest explore the concept of transferable skills in the consulting field. They discuss how seemingly unrelated experiences can inform and enrich one's ability to tackle diverse projects and industries. Through anecdotes and insights, they emphasize the importance of continuous learning, note-taking, and building meaningful relationships with clients and colleagues. Key Points: Identifying Transferable Skills: The conversation delves into the significance of recognizing transferable skills, regardless of one's specialization. Drawing from personal experiences, they highlight how skills acquired in one domain can be applied effectively in diverse contexts. Tailoring Resumes for Impact: Rather than listing transferable skills generically, the hosts stress the importance of tailoring resumes to specific clients or projects. They advocate for a targeted approach that highlights relevant skills and experiences tailored to the client's needs. Continuous Learning: Lifelong learning is emphasized as a crucial aspect of career development. They encourage listeners to observe and analyze business processes in various settings, fostering a mindset of curiosity and adaptability. The Power of Networking: Building meaningful relationships with clients and colleagues is discussed as a valuable strategy for professional growth. They share insights on the benefits of informal networking, whether through coffee meetings or casual conversations, in gaining diverse perspectives and insights. Actionable Takeaways: The episode concludes with actionable advice for listeners, including the importance of observing business processes, diligent note-taking, and cultivating genuine interest in people. Conclusion: Andy and Cat wrap up the episode by encouraging consultants, especially those early in their careers or transitioning to new areas, to embrace curiosity and ask questions to better serve clients. By leveraging transferable skills, embracing continuous learning, and fostering meaningful connections, consultants can enhance their effectiveness and versatility in addressing client needs across various industries. The hosts underscore the importance of practical insights and actionable strategies for professional success in the consulting field.  

Introduction: Kat introduces Pam August, founder and president of Connecting Potentials, as a visionary leader in the realm of organizational development and consulting. Pillars of Pam's Work: Pam's approach revolves around three fundamental pillars: organizational development, team effectiveness, and relationship systems. She emphasizes strategy and culture alignment within organizations, highlighting the importance of coaching and embodied development practices like yoga and mindfulness. Insights into Human Systems: Human systems are complex and adaptive, unlike technical systems, making them unpredictable and emergent. Pam discusses the challenges of change management, citing examples of how humans resist change due to the metabolic cost of active thought and action. Compliance vs. Commitment: Pam distinguishes between compliance, complacency, and commitment, illustrating how different approaches yield different results. She shares anecdotes about compliance, complacency, and commitment in various contexts, emphasizing the importance of engaging individuals to build commitment. Navigating Organizational Culture: Pam delves into the unconscious, implicit, and invisible aspects of organizational culture, stressing the need to make unconscious biases and assumptions conscious. She advocates for intentional team dynamics, where roles and contributions are made explicit and visible to foster collaboration and alignment.   Unveiling Potential: Pam introduces her forthcoming book, emphasizing the inherent capacity for exponential impact within individuals, teams, and cultures. She highlights the interconnectedness of personal and collective potential, setting the stage for a deeper exploration.   The Three Pillars of Action: Pam unveils three foundational actions—intend, notice, and move—as catalysts for navigating dynamic environments. Through intentionality and acute awareness, individuals and teams can drive meaningful progress towards desired outcomes.   Intention vs. Outcome: Drawing a clear distinction between intention and outcome, Pam underscores the importance of aligning personal intentions with collective objectives. By setting intentions grounded in purpose and embodying desired states of being, individuals can foster authentic connection and collaboration.   Meta Skills and Collective Intentions: Pam introduces the concept of meta skills as amplified intentions, transcending individual agendas to shape collective experiences. By fostering shared intentions and meta skills, teams can cultivate a cohesive culture of engagement and alignment.   The Power of Noticing: Through a compelling anecdote, Pam illustrates the transformative impact of acute awareness in team dynamics. By actively noticing underlying patterns and implicit barriers, individuals can initiate meaningful dialogue and catalyze positive change.   Purpose-driven Vision: Addressing challenges in articulating mission and vision, Pam emphasizes the importance of grounding organizational goals in purpose. Rather than fixating on semantics, individuals and startups can align their actions with core values, fostering organic growth and evolution.         Unpacking Potential: A Deep Dive Pam elaborates on the narrative journey within her upcoming book, "Potential: How to Connect What's Already There for Exponential Impact." Through storytelling, she guides readers in shifting their mindset from focusing on problems to recognizing and harnessing potential. Pam emphasizes understanding the human operating systems and capacity to act, feel, and think, supported by insights from neuroscience. Dimensions of Connection: She outlines experiences of disconnection characterized by strain, swirl, or being stuck, contrasting with the state of connection marked by energy, ease, and effectiveness. Pam introduces the practice of "intend, notice, and move" as a transformative tool, backed by behavioral and neuroscience principles, and shares practical applications through storytelling in all three dimensions. Building Tools for Exploration: Pam discusses the inclusion of various tools in the book to empower readers in their exploration journey further. These tools aim to facilitate deeper understanding and application of the concepts discussed. Where to Find More: Listeners are directed to Pam's website, connectingpotential.ca, where they can access additional resources and information about the book. "Potential" by Pam August is available on Amazon, and Pam welcomes inquiries and engagement on LinkedIn. Conclusion: Kat and Pam reflect on the challenges of integrating these practices into organizational culture, underscoring the long-term benefits of investing in alignment and commitment upfront to avoid rework and misalignment later on. As the conversation unfolds, Pam and Kat illuminate the transformative potential of intentionality and action, inviting listeners to embrace a journey of self-discovery and collective empowerment. By navigating the interplay between intention and manifestation, individuals can unlock their inherent capacity for exponential impact and cultivate thriving cultures of collaboration and innovation. The host expresses gratitude for the insightful discussion and looks forward to further exploration. Pam acknowledges the synergistic nature of their conversation, highlighting the unique insights generated through collaboration. About Our Guest Today: Pam August guides organizations, teams, and leaders to unlock the potential that is already there for transformational results. She was the director of culture activation at WestJet, one of Canada’s most admired corporate cultures, where for fourteen years she was a fierce champion and developer of people and culture as a key enabler of strategic success. Today, she is a trusted partner for high-performance organizations around the world through her firm, Connecting Potential. With deep and diverse experience, she knows what it takes to uncover, align, and activate the best of what organizations already offer and what they can develop into. Pam is a sought-after speaker, facilitator, coach, and co creator with a strong foundation of lifelong learning. She has a Bachelor of Adult Education, a Master of Arts in Leadership, and is certified as an Organization and Relationships Systems (ORSC) and brain-based coach. Pam takes pleasure in solving tricky problems, listening deeply, learning always, and laughing—a lot.  

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. About Our Guest Today: Edmund Metera is a senior project manager at CWB Financial Group in Canada. He firmly believes that the keys to delivering successful projects are not only founded upon expert project management and business analysis competencies but on recognizing, tailoring and applying the best-suited methodologies and techniques to suit the unique technologies, constraints and opportunities at hand. That philosophy is loud and clear in Ed's book: Universal Process Modeling Procedure: The Practical Guide to High-Quality Business Process Models. He has taught and mentored project managers and business analysts in best practices for professional organizations such as PMI, IIBA, and CMMI. He teaches IIBA-registered business analysis courses and serves as an advisor to the Northern Alberta Institute of Technology's Corporate and International Training department’s Business Analysis Certificate Program. He is also the founder of www.ProcessModelingAdvisor.com and a regular BATimes, Modern Analyst and IRM Connects contributor.   Episode Summary: In this episode, Our host Cat Lam and our special guest for today, Ed Metera delve into the world of project management, specifically focusing on the PRINCE2 methodology. They explore the significance of shifting the focus from activities to products, and how this approach enhances project effectiveness and delivery. Key Points Covered: Introduction of Guest: Ed Matera Highlighting Ed's extensive experience in project management, including his roles as a book author, conference speaker, tutor, and senior project manager at Canadian Western Bank. Emphasizing Ed's dedication to advancing the practice of process modeling through ProcessModelingAdvisor.com. Understanding PRINCE2 Methodology Comparison with the Project Management Institute's Body of Knowledge (PMI BOK). Exploring the seven philosophies of PRINCE2, particularly the principle of "Focus on Products." Ed's personal experience as a certified PRINCE2 practitioner and its impact on his project management approach. Product-Focused Project Management Defining products within a project lifecycle, emphasizing tangible deliverables over activities. Illustrating the product-oriented approach through the example of implementing a mobile application. Assigning clear responsibilities to specialists based on product delivery, enhancing accountability and efficiency. Integrating the product-focused mindset into project planning, scheduling, and communication strategies. Addressing challenges and dependencies within the project by prioritizing critical path products. Managing risks and issues by aligning discussions with product delivery milestones. Overcoming Resource Overlap Mitigating resource overlap by assigning single individuals responsible for specific products. Ensuring clarity in roles and responsibilities to minimize disruptions and prioritize product completion. Product-driven Approach: Instead of focusing solely on activities, Prince2 emphasizes being product-driven. Each project team member is clear on their responsibility for a specific product or activity within the project. Collaboration is encouraged, but accountability remains paramount. Accountability: Prince2 advocates for appointing one spokesperson or accountable individual for each micro-product or aspect of the project. This ensures clarity and efficiency in decision-making and progress tracking. The question of "Is it done yet?" becomes pivotal in assessing progress and meeting objectives. Defining Success Criteria: Success criteria vary based on the type of product being delivered. For software products, success may entail functionality without defects. Paper-based or consulting products may require acceptance by stakeholders or consumers. Understanding the consumer's needs and expectations drives product quality and acceptance. Early Definition of Products: Prince2 emphasizes defining products and specifications early in the planning phase. A clear understanding of each product's attributes and requirements facilitates effective project management. Consensus among team members regarding product definitions is crucial for project success. Decision-Making Criteria: A simple decision-making framework in Prince2 assesses whether an issue is on the critical path and its impact on project timelines. Not all issues require immediate attention; those on the critical path demand urgency. This approach allows project managers to prioritize resources and efforts efficiently. Shift in Focus: Traditional process modeling often follows a sequential flow, but Ed emphasizes a shift towards a product-driven approach. Processes are seen as collaborative networks of services, initiating in response to events and leading to expected outcomes. Universal Process Modeling Procedure: Ed introduces the Universal Process Modeling Procedure, offering a modern framework for business process modeling. The procedure emphasizes understanding initiating events, expected outcomes, and consumers of those outcomes. Benefits of the Approach: By focusing on outcomes, organizations can optimize processes more effectively. This approach saves time and resources by aligning efforts with desired results, rather than merely automating activities. Practical Application: Ed encourages listeners to apply the principles of universal process modeling in various domains, from project management to personal interactions. Catherine highlights the importance of starting with the end in mind and understanding the cause-effect relationships in all activities. Conclusion: Catherine concludes the episode by inviting listeners to explore more about Ed Matera's work and the Universal Process Modeling Procedure. The conversation leaves a lasting impression on the significance of reimagining process modeling for enhanced efficiency and effectiveness in today's dynamic environments. The episode concludes with a reaffirmation of the transformative power of product-focused project management in enhancing project outcomes and stakeholder satisfaction. The Prince2 methodology offers a structured framework for project management, focusing on product delivery, accountability, and decision-making. Integrating Prince2 principles with existing methodologies enhances project outcomes and fosters a culture of clarity and efficiency.  

Introduction: Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind.   The host, Cat Lam, kicked off another insightful episode in their ERP series. She welcomed Arlene Poon, a seasoned professional with over 15 years of experience in the ERP industry, particularly in large-scale implementations within the construction and utilities sectors. Exploring HCM: Arlene's expertise lies in human capital management (HCM), emphasizing its critical role within ERP systems. HCM encompasses both human resources management and talent management, serving as a foundational layer for various modules. HR's Human Touch: Arlene sheds light on the unique aspects of working as a business analyst in HCM, emphasizing HR's focus on employee well-being and celebrations. The human-centric approach of HR adds warmth and inclusivity to project environments, fostering a sense of community.   Understanding HCM Modules: Arlene delves into the core components of HCM, highlighting employee management as its cornerstone. Core HR information serves as a springboard for other modules such as benefits, performance management, compensation, and recruitment.   Building on Core HR: The conversation touches upon the iterative nature of ERP implementations, starting with core HR and expanding to encompass additional functionalities. Cat and Arlene discuss the foundational layer of HRMS (Human Resources Management System) within Oracle and its evolution over time.   HCM forms the bedrock of ERP systems, encompassing HR and talent management. HR's people-centric approach fosters a supportive and celebratory project environment. Core HR information serves as a basis for various HCM modules, facilitating streamlined operations and decision-making. ERP implementations typically begin with core HR before expanding to incorporate additional functionalities. Evolution of HR Systems: The conversation starts with an overview of the evolution of HR systems, from HRMS to HRIS to HCS, highlighting the integration of core HR and talent management modules. Integration and Third-Party Solutions The hosts discuss the integration of HR systems with third-party solutions like payroll and the considerations involved in choosing between a single system or best-of-breed solutions. Business Needs and Customization They explore how specific business needs, such as complex recruitment processes, may necessitate the adoption of standalone applications tailored to those needs. Position Management and Budgeting The conversation delves into the significance of position management in structuring organizations and aligning budgets with staffing requirements. Successful HR Implementations The hosts outline the key outcomes of successful HR system implementations, emphasizing improved reporting, analysis, and efficiency in managing HR processes. Preparation for Implementations They conclude by discussing the essential legwork organizations should undertake before engaging in an HR system implementation, focusing on documenting current processes and assessing data cleanliness. Data Cleanup: Arlene emphasizes the importance of starting with clean data to simplify conversion and migration processes. Tat agrees, highlighting how consistent data capture leads to smoother transitions. Engaging Business Analysts: They discuss the value of involving business analysts to ensure accurate understanding of business processes and requirements. Common Pitfalls:  Arlene and Tat share experiences of data conversion challenges and delayed implementations due to inadequate planning. They stress the need for a solid data conversion strategy and thorough understanding of business needs. Role of System Integrators:  Cat explains how system integrators, while proficient in technology, may lack deep knowledge of organizational data and processes. Arlene emphasizes the role of intermediaries like themselves in bridging the gap between HR expertise and technical implementation. Listening to Business Requirements:  They highlight the importance of prioritizing business requirements over technical capabilities and caution against overcommitting to system functionalities that may not align with immediate needs.   Patience in Implementation:  Arlene advises patience in HR system implementations, as organizations often phase implementations due to budget constraints. Building valuable data and functionalities takes time.   Conclusion: In this episode, Arlene and Tat delve into the complexities of HR system implementations, discussing both valuable insights and potential pitfalls. They explore the importance of data cleanliness, business process understanding, and effective collaboration between HR experts and system integrators. This episode provides valuable insights into the complexities of HR system implementations and offers practical advice for organizations navigating this critical aspect of HR technology. Arlene and Cat express gratitude for the insightful discussion and look forward to future episodes. They emphasize the importance of understanding business needs and maintaining realistic expectations during system implementations.  

Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind.   Our host Cat Lam introduces Ken McKnight, Vice President of Information Technology at Peace Hills Insurance. Ken's extensive background in IT, digital transformation, and consulting is highlighted, emphasizing his role in driving organizational change and technological advancements. Motivation for Career in Technology (2:10 - 4:10) Ken discusses his upbringing in a family of small business owners and his passion for merging technology with business, leading to a career in healthcare informatics.   The importance of bridging the gap between technology and business is emphasized. Challenges and Rewards of Digital Transformation (6:11 - 9:23) Ken delves into the challenges organizations face in justifying the costs of digital transformation initiatives, focusing on efficiencies, customer experience, and market against return on investment. Metrics for evaluating the success of digital competitiveness. Key Initiatives in Digital Transformation (12:10 - 15:55) Ken outlines key projects at Peace Hills Insurance, including staff upskilling, migration to cloud-based systems, and core system upgrades. The importance of organizational change management in ensuring successful transformation is emphasized. Transformation of Job Roles (17:02 - 21:54) The evolution of job roles due to technological advancements is explored, referencing tools like Microsoft's Copilot for AI-generated coding and their impact on traditional tasks. The significance of upskilling employees to effectively utilize new tools and technologies is highlighted. Navigating Challenges in Digital Transformation (22:25 - 27:14) Challenges encountered during digital transformation, such as balancing operational maintenance with innovation, managing third-party dependencies, and staying compliant with evolving regulations, are discussed. Strategies for effective release management and change management are considered essential for successful transformation initiatives. Conclusion Host Cat Lam expresses gratitude to Ken McKnight for his valuable insights and contributions to the discussion. Closing remarks emphasize the ongoing evolution of technology and the importance of adaptation for future success in digital transformation.  

Welcome back to the Art of Consulting Podcast, where we explore and having to share an opinion without being argumentative. Inspiring messages to help professionals discover their X Factor and achieve success in their careers. Our guest for this episode is Gopal Singh, an ex-military who jump started his career journey to consulting.Conversation Highlights:   Military Transition Challenges:   Joined at 26 during wartime, Gopal was mentally prepared for uncertainties. Leaving family behind during deployments, a significant challenge. In this episode, he reflects on personal growth, learning, and challenges faced in the military. Learning the Question "Why": For Gopal, Military experience emphasized the importance of asking why. Just like in consulting, asking why is crucial for understanding, problem-solving, and creating buy-in. Recognizing the right time and place for asking why, avoiding negative connotations.   Skills Transition from Military to Consulting: Joined a large company in a consulting role. Gopal emphasizes the need for flexibility, juggling multiple roles. They also brought in the idea of acknowledging the challenge of working with process-driven individuals. Consulting is linked to all aspects of the role, from meeting clients to problem-solving.   Navigating Corporate Environment: Corporate world involves constant reorganization and change. Gopal highlights the keys to being flexible and adaptable and what is the importance of asking clients/executives if they already have a solution in mind.   Being a Trusted Advisor: Establishing trust by understanding the client's goals and challenges. Andy and Gopal start differentiating between supporting an existing plan and trying to propose an alternative. They also discussed the positioning as a valuable, trusted advisor and expert in problem-solving. Discussion on Asking Upfront:  Drawing parallels to a project management class where the speaker missed out on asking crucial questions. Straightforward questioning in avoiding unnecessary efforts and uncovering existing solutions. Developing the courage to ask questions in various aspects of life is an essential in the Consulting world.   Transition to Consulting and Preparation: Gopal shared a personal story to Andy, the host, of him transitioning to consulting and a project involving building a vehicle. Emphasizing the lesson learned about the importance of asking questions and avoiding assumptions. They discussed the shift from traditional career thinking to viewing careers as projects and always looking for the next step.   Starting a Consulting Firm: Discussing the process of preparation, including website development, business documentation, and product testing.   The Philosophy of Curiosity: The duo is encouraging a mindset of constant movement, exploration, and looking for new opportunities.   Team Dynamics and Self-Promotion: Discussing the importance of being a good team player and sharing success within a team. Acknowledging the emotional drain of projects and the role of teammate encouragement in maintaining motivation. Reflecting on the challenge of self-promotion and the necessity of communicating individual contributions to project success. Advice for Aspiring Consultants: Gopal highlighted the significance of being oneself, asking questions tactfully, and being open to learning from others. He encouraged individuals to take time to listen and absorb information, avoiding the urge to rush into showcasing one's own knowledge.   Clifton Strengths and Team Dynamics: Gopal shared information about his services at careerjourneyco.com, specifically around Clifton strengths. He discussed how understanding individual and team strengths can lead to more efficient and effective collaboration, emphasizing the impact of communication based on individuals' top five strengths.   Conclusion: The conversation highlights the importance of understanding challenges, avoiding getting caught up in industry jargon, and maintaining authenticity. Both Gopal and Andy emphasized the value of having a clear mission, drawing parallels with military mission focus. To be yourself and ask questions when needed, to be tactful and open to learning from others, and to actively listen and absorb information rather than rushing to showcase your own knowledge.Taking time to understand the language and culture of the new environment while staying true to your authentic self. These are valuable insights for anyone considering or currently navigating a transition into consulting or a new industry. The episode concluded with gratitude for Gopal sharing his insights, and listeners were encouraged to connect with him for further information on his services.  

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. Introduction: Welcome back to another episode of Blue Sky Consulting. Today, we delve deeper into part three of our insightful conversation with Sir Kaya Redford. We're excited to uncover some powerful tools that can expedite your journey towards your aspirations. . Unveiling Powerful Tools for Accelerated Growth: In this episode, we explore tools that can fast-track your path to success. With the right mindset, effective communication tools, and an understanding of programming, you can achieve your goals in record time. Gone are the days of spending decades chasing your dreams; it's time to collapse timeframes and realize your ambitions swiftly.   Overcoming Frustrations and Limitations: Many individuals feel trapped in their current circumstances, lacking financial freedom and chained to their jobs. The frustration of not attaining wealth or time freedom can be overwhelming. Learning these transformative tools empowers you to break free from limitations and reach your goals more rapidly. The Importance of Programming: Sir Kaya emphasizes the significance of programming in our lives. From birth, we are programmed by various influences, shaping our beliefs and behaviors. Often, we learn about success from individuals who may not exemplify it fully, inheriting their struggles and limitations.   Just as we upgrade our devices, it's essential to update the software of our minds for personal growth and success. Prioritizing Self-Care and Health: Amidst striving for success, many neglect self-care, leading to burnout and health issues.Balancing career, family, and personal well-being is crucial for sustainable success. Self-care is not selfish; it's essential for maintaining productivity and overall happiness.   Acknowledging Imperfections and Contributions: It's vital to recognize that even revered figures in history were flawed human beings. Separating the person from their contributions allows us to appreciate their achievements while acknowledging their imperfections. Embracing discernment and understanding enables us to learn from both successes and mistakes.   Taking Action for Transformation: While mindset and communication skills are valuable, taking action is imperative for progress. Many individuals understand what they need to do but struggle to initiate action. Transformation occurs when knowledge is applied, and action is taken towards desired outcomes.   Recognizing the Knowing-Doing Gap: Sir Kaya highlights the commonality of knowing what needs to be done for personal growth and success. From waking up early to maintaining healthy habits, most individuals are aware of the actions required for positive change. However, the challenge lies in translating this knowledge into consistent action.   Addressing Behavioral Misalignments: Despite knowing the importance of certain habits, many individuals struggle to implement them consistently. Sir Kaya emphasizes the significance of aligning behavior with intentions, stressing that talk alone is insufficient. Developing new habits and behaviors is essential, especially for individuals transitioning from employee to entrepreneur roles.   Embracing Personal Transformation: True transformation involves embodying new habits and behaviors. Sir Kaya shares personal insights into his journey of overcoming past struggles and transforming his life. Through personal growth and resilience, he exemplifies the power of turning pain into a higher calling of helping others.   Empowering Support and Encouragement: Sir Kaya extends a heartfelt message of support to listeners, emphasizing that help is available for those in need. He acknowledges the podcast hosts, Catherine and Lawrence, for their dedication to empowering individuals and transforming lives. The conversation concludes with a reminder that embracing personal growth leads to a fulfilling life worth living.   Conclusion:   Thank you for joining us in this enlightening conversation with Sir Kaya Redford. Remember, by embracing the right tools and taking decisive action, you can expedite your journey towards success and fulfillment. Bridging the gap between knowing and doing is essential for personal transformation and success.   Stay tuned for more inspiring discussions on Blue Sky Consulting, where we empower you to unlock your full potential and achieve your goals.  

Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind. The last episode with SIr Kaya Redford, we touched the topic of Mastering the Entrepreneurial Mindset: From Employee to Self-Employed Success. On today’s episode, we continue our conversation with Sir Kaya as we explore the intricacies of communication and the role of neuro linguistic programming (NLP) in enhancing our interactions. Recap: In our last episode, we highlighted the importance of effective communication, emphasizing that it's not just about what you say, but how you say it and the impact it has on others. Now, let's dive deeper into NLP and its significance in communication.   Exploring Neuro Linguistic Programming (NLP): Sir Kayla introduces NLP as the study of human excellence, emphasizing its role in understanding what makes successful individuals excel. Drawing examples from renowned personalities like Bill Clinton, Oprah Winfrey, and Richard Branson, he elucidates how NLP is ingrained in their communication and success strategies.   Understanding the Components of NLP: Mindset: Sir Kaya underscores the paramount importance of mindset in achieving success, highlighting that with the right mindset, individuals can overcome any obstacle and acquire necessary skills.   Linguistics: Effective communication is pivotal in all aspects of life, be it in business or personal relationships. Sir Kaya and the host emphasizes the significance of linguistic language in influencing others and driving results.   Programming: Delving deeper into NLP, Sir Kaya explains the concept of programming, which involves understanding and leveraging language patterns to shape behavior and outcomes.   Unpacking Communication: Sir Kaya addresses common misconceptions about communication, stressing that it's more than just conveying messages but entails understanding the response elicited. He introduces the concept that "my communication is the response I get back," urging listeners to take ownership of their communication outcomes.   Flexibility in Communication: Highlighting the importance of flexibility in communication, Sir Kaya emphasizes the need to adapt communication styles to resonate with diverse audiences. He discusses various communication modalities and how understanding them can enhance rapport and effectiveness.   Practical Applications: Sir Kaya shares actionable insights for enhancing communication effectiveness, including the Format System:   Why: Start with explaining why the message is important, ensuring audience buy-in. What: Clearly articulate what needs to be done or understood. How: Provide step-by-step guidance on implementation. Questions: Encourage open dialogue and address any queries or concerns.   Leadership and Organizational Change: Drawing parallels between effective communication and organizational change management, Sir Kaya emphasizes the importance of leadership in inspiring and aligning teams with the vision. He recommends resources like "The 21 Irrefutable Laws of Leadership" by John Maxwell and "Extreme Ownership" by Jocko Willink for further insights.   Deep Dive into Communication: Conversation delves into the multifaceted nature of communication, touching on the complexities of understanding and conveying messages effectively. Sir Kaya Redford offers practical advice and resources for mastering communication skills, emphasizing its transformative impact on various aspects of life.   Practical Application and Free Resources: The host and guest touched the discussion on the applicability of communication skills in organizational settings, particularly during digital transformations.   Offer of free gifts and resources to listeners, including a one-page PDF guide on selling and influencing, access to a private Facebook group, and opportunities for private consultations. Sir Kaya promoted live events and training programs aimed at enhancing communication and leadership skills. He then gave instructions for accessing the free gifts and signing up for the training program provided. Conclusion: Sir Kaya Redford emphasizes that effective communication is often described as a cornerstone of success, both in personal and professional spheres. Prioritizing communication skills involves recognizing their pivotal role in various aspects of life and dedicating time and effort to improving them. prioritizing communication skills is not just about becoming a better speaker or presenter; it's about nurturing meaningful connections, resolving conflicts constructively, advancing professionally, leading with influence, and ultimately, empowering oneself to thrive in both personal and professional realms. As such, investing in communication skills development is a foundational step towards achieving personal and professional growth. Connect with Sir Kaya Redford https://www.facebook.com/Sir.kaya.redford/ https://www.instagram.com/sirkayaredford/ https://www.tiktok.com/@kayaredford https://www.linkedin.com/in/sir-kaya-redford-732732176 https://twitter.com/SirKayaRedford https://www.youtube.com/@sirkayaredfordtopproducing7267  

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. For today’s episode, we have a special guest Sir Kaya Redford is a globally renowned Success Coach, empowering Fortune 500 Companies with his unparalleled expertise. As the visionary behind the groundbreaking program, Top Producing Faster to Your Wealth & Freedom, he has transformed the lives of countless entrepreneurs, leaders, salespeople, realtors, mortgage professionals, financial service agents, and network marketers. Beyond coaching and television, Kaya has received the Humanitarian Award from the United Nations and holds the prestigious title of a Knight. As an award-winning producer and director, he has contributed to societal change through the powerful documentary "Homeless in America." The hosts highlight Kaya's remarkable career as a success coach and inquire about strategies for IT leaders transitioning from employee to entrepreneur. Kaya shares a poignant story about a client who faced challenges moving from a successful attorney in a law firm to an independent entrepreneur. The importance of understanding the shift in values from an employee mindset to an entrepreneur mindset is emphasized . Kaya recommends a values elicitation exercise to identify and align personal values with those necessary for success as an entrepreneur.   He stresses the significance of prospecting, marketing, and embracing a different set of values when transitioning to entrepreneurship.   The hosts and Kaya discuss the daily habits and behaviors of successful entrepreneurs, emphasizing the need to model one's actions after those achieving desired results.   Kaya encourages the audience to reach out to successful entrepreneurs, have lunch with them, and learn about their values, habits, and motivations.   Key Takeaways:   Transitioning from employee to entrepreneur requires a shift in values and mindset. Entrepreneurs should focus on prospecting, marketing, and embracing the values necessary for success.   A values elicitation exercise helps align personal values with those essential for entrepreneurial success. Learn from successful entrepreneurs by understanding their daily habits and behaviors. Model your actions after successful individuals to accelerate your own path to success.   Mindset Shifts: The hosts share personal experiences and observations about the crucial mindset shift needed when making the leap from employee to entrepreneur.   The conversation reflects on the challenges faced by individuals accustomed to taking directions and following rules, now tasked with creating their own rules and determining their hours.   Entrepreneurial Realities: Kaya emphasizes the significant difference between employees and entrepreneurs, highlighting the absence of a safety net for the latter.   The conversation explores the concept of burning ships, referencing historical examples and encouraging listeners to set big goals that outweigh the risks.   Comfort with Discomfort: The hosts discuss the importance of becoming comfortable with discomfort as an entrepreneur, citing Richard Branson's advice.   Kaya shares insights on the necessity of putting oneself in uncomfortable positions and how habitual life for entrepreneurs often involves embracing discomfort.   Life Begins at the Edge: The hosts introduce the concept that life begins at the edge of one's comfort zone, encouraging listeners to question their own comfort zones.   Kaya poses reflective questions to the audience, urging them to identify their breakthroughs and take action based on newfound insights.   Action and Attraction: The interview concludes with a powerful reminder that the last six letters of "attraction" spell "action." Kaya emphasizes the importance of taking action to attract positive outcomes, reinforcing the idea that progress and support come from stepping out in courage and faith.  

Welcome to the Art of Consulting, your go-to source for expert insights on mastering ERP success. Today we have a special guest with us! Together with Andy Fry, special guest Gabriella Cray, Principal and Founder of the Boss Blueprint Agency is introduced to the show. Gabby's shares her background as an event planner and her journey into brand consulting. Knowing Your Niche: The duo discussed the importance of understanding your niche and target audience. Gabby's focus on brand strategy and management for nonprofits and government projects and what are the advantages of clearly articulating what you do and who you do it for.   Building Relationships and Business Development: Gabby shared Insights into effective business development for consultants. They talked about the analogy of dating and finding the right clients and the significance of investing in conferences and networking to build relationships. Timeline of Client Relationships: Gabby then shared her experience with clients taking three to six months to close deals.   Transition and Evolution of the Agency: Our guest’s initial interest in event planning and business events and they also talked about Gabby's role as a revenue manager at a manufacturing company and the pivotal shift into consulting. Recognizing her proficiency in social media and transitioning into brand consulting. Lessons Learned: The value of learning from different experiences, even when facing challenges. Leveraging day-to-day job knowledge to support and advise businesses.   Transition from Employment to Entrepreneurship: Gabby recounts her decision to leave her corporate job in 2020 and pursue entrepreneurship. She highlights the excitement and challenges of leading a team of three, along with occasional partnerships. Being the youngest, often the only woman and black person in the room. Cultural challenges in the manufacturing industry pushed her to excel, and she shares her motivation to prove herself and find champions in the workplace. Lessons Learned in the Corporate World: Emphasizing the importance of identifying mentors and champions in a challenging work culture. Our guest shares her mindset of focusing on excellence every day, emphasizing that consistency and dedication are irreplaceable in professional growth. Balancing Drive and Seeking Help: The discussion coming from the duo touches upon the mistake of not seeking help and the significance of asking questions, especially for driven individuals looking to enter consulting. Managing up and documenting agreements were critical in Gabby's career development.   Adapting to Market Changes: Recognizing signs of economic changes in 2022, Gabriella shifted her focus to recession strategies and began working with nonprofits. She shares to the audience the importance of monitoring data and making quick decisions to stay ahead in the market. Blue Sky Consulting's Niche and Programs: Gabriella delves into Blue Sky Consulting's current focus on supporting nonprofits that, in turn, serve entrepreneurs. The agency Blue Sky Consulting is launching programs for entrepreneurs in December and May, aiming to help them achieve work-life balance and facilitate a rapid rebranding process. Involvement in the Community: Gabriella discusses her involvement in various communities and the importance of community service. However, she strongly highlights the need to prioritize business stability before extensive community outreach. Accountability and Responsibility: Gabby encourages entrepreneurs to make decisions that ensure the success and stability of their businesses. CONCLUSION: From navigating challenges in the corporate world to building a thriving consulting agency, Gabby emphasizes the importance of adaptability, quick decision-making, and staying attuned to market changes. Her commitment to excellence, discipline, and community engagement highlights the key elements that contribute to sustained business success. Remember, success in consulting comes from understanding your niche, building meaningful relationships, and continuously evolving with the industry.

Episode 219: Practicing Gratitude Beyond the Good Andy reflects on the deeper significance of gratitude beyond just appreciating the positive aspects of life. While it's easy to be thankful for the good things like job security, health, and possessions, Andy emphasizes the importance of extending gratitude to challenging experiences and individuals who have shaped our journeys. Key Points: Expanding the Scope of Gratitude: Andy encourages listeners to broaden their perspective on gratitude beyond conventional blessings. He shares a personal anecdote about reconciling with a past negative experience with a baseball coach, realizing the lessons learned and the growth it facilitated. Forgiveness and Self-Reflection: Through introspection, Andy recognized the need to forgive both the coach and himself, understanding that everyone is doing their best with the resources and knowledge they have. This act of forgiveness not only released bitterness but also fostered personal growth. Seeking Professional Help: While practicing gratitude can be transformative, Andy acknowledges that some experiences may require professional guidance to process and overcome. Just as we seek specialists for physical ailments, seeking therapy or counseling for emotional healing is crucial for deeper traumas. The Law of Gratitude: Andy draws parallels between gratitude and the universal law of reciprocity, emphasizing that being grateful for what we have is essential to attracting more abundance into our lives. He cautions against entitlement and encourages cultivating a mindset of appreciation. Filtering Negative Inputs: In today's world inundated with negativity, Andy advises listeners to filter out toxic information and focus on positivity. Just as we wouldn't consume poison knowingly, we shouldn't expose ourselves to harmful thoughts or media. Conclusion: Andy reminds us to reflect on the lessons learned from both positive and challenging experiences. By practicing gratitude in all aspects of life, we can cultivate resilience, foster personal growth, and attract abundance. Remember, even in tough times, keeping one foot in front of the other and staying awesome is key to success. Thank you for tuning in to another episode of the Art of Consulting Podcast. Keep striving, stay awesome, and have a fantastic week ahead! Note: If you have any questions or insights to share, don't hesitate to reach out to Andy. Your feedback and engagement are greatly appreciated.  

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. In this third and final episode, Cat and Stephanie continue their insightful conversation about supply chain management, focusing on the critical aspect of data. Key Points from Previous Episodes:   Cat and Stephanie covered important considerations for supply chain implementation in the first two episodes. They explored perspectives from board members, C-suite executives, project teams, and individuals within the organization in the second episode.   Focus on Data: Stephanie introduces the topic of data, emphasizing the importance of understanding and managing data effectively in the context of supply chain implementation. Quality, Cost, and Schedule. She highlights the need to prioritize data quality for successful outcomes.   Source, Format, Language, and Content: Breaks down the elements of data quality, including source, format, language, and content. Illustrates challenges with examples like phone numbers having different formats across systems.   Sensitivity and Regulatory Compliance: Emphasizes the significance of sensitivity in data, especially when dealing with personally identifiable information and regulated data. Both Cat and Stephanie advise on the importance of complying with privacy regulations to avoid reputation damage. Involving   Legal and Consultants:  Recommends involving data teams and consultants early on, rather than starting with legal teams. Stresses the need for mapping out audit criteria, sensitivity components, and regulatory requirements.   Protecting Sensitive Data: Discusses the practical aspects of protecting sensitive data during migration, testing, and implementation. Stephanie highlights the importance of carving out specific teams or instances to handle sensitive information securely. Privacy Training and Data Sensitivity: Suggests conducting privacy training for project teams to create awareness about data sensitivity. Addresses the gap in understanding within project teams regarding the sensitivity of certain data. For the third and Final Episode Introduction: In this episode of "The Art of Consulting," our host Cat Lam and special guest for this episode Stephanie Forbes dive into the intricacies of data cleanup during ERP (Enterprise Resource Planning) implementations. They stress the critical importance of understanding the end vision and ensuring a realistic alignment between existing data and desired outcomes.   Key Points:   Start with a Clear Vision Emphasize the need for a clear vision before starting the implementation process. Stephanie outlined specific Key Performance Indicators (KPIs) and desired dashboards for a well-defined endpoint.   Iterative Process Stress the iterative nature of the data cleanup process. Cat and Stephanie discuss how project teams evaluate capabilities, costs, and schedules during the implementation journey.   Agile Methodology Consideration Debunk the applicability of Agile methodology in large projects like ERP implementations. They highlight the challenges of interconnected processes and the need for a systematic approach.   Stage-Gate Approach Advocate for a stage-gate approach in ERP implementations. Discourage bridging work and emphasize completing each stage thoroughly before progressing.   Data Cleanup Challenges Examine how data cleanup challenges contribute to change orders in contracts. Cat and Stephanie stress the importance of anticipating unknown work and its impact on costs and timelines.   In-House vs. External Cleanup Discuss the "it depends" scenario regarding whether data cleanup should be handled in-house or externally. The host and guest weigh the considerations for simple formatting tasks versus complex data challenges. Business Buy-In and Expertise Highlight the necessity of business buy-in during data cleanup. Illustrate the importance of domain expertise, especially when dealing with industry-specific data.   Duration of Data Cleanup Acknowledge the variability in the duration of data cleanup. Discuss factors influencing the timeframe, such as the scale of data, complexity, and organizational priorities.   Duration of ERP Implementation: Discussion about the realistic timeframe for ERP implementation. And what are the considerations for different organization sizes and complexities. The duo gave emphasis on the importance of understanding the unique challenges of each organization.   Complexity in ERP Implementations: Detailed analysis based on organization size and system complexity. Challenges faced by organizations with multiple mergers and acquisitions. The impact of disparate data sets and different coding languages on the implementation process.   Data Standards and Compliance: Importance of setting data standards in ERP implementation. The role of the CIO and data teams in determining compliance requirements. Addressing jurisdictional updates and regulatory requirements for global organizations. Corporate Vision and Future Planning: Linking corporate vision with ERP data standards. Considering future expansions, regulatory changes, and market entry in the ERP design. Anticipating scalability and ensuring the ERP system can adapt to future organizational needs. Timeline for Data Standards and Vision: The role of data standards in the Request for Proposal (RFP) process. Incorporating data standards in the development of the ERP document. Considering a realistic time horizon for corporate vision and future expansion plans.   Scalability and Design Implications: Emphasizing the importance of designing ERP systems for scalability. Discussing potential future needs, geographic expansion, and industry-specific requirements. The ease of considering design implications upfront compared to post-implementation adjustments.   Webinar Announcement: Stephanie's upcoming webinars on the greenhouse gas scope three protocol and risk management in the supply chain.  Conclusion: Navigating data cleanup in ERP implementations is a multifaceted process that demands careful planning, iterative strategies, and a commitment to thoroughness. Cat and Stephanie underscores the pivotal role of data accuracy in the success of ERP projects and encourages organizations to approach data cleanup with a strategic mindset.

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. In this episode, your host Cat engages in an insightful conversation with Stephanie Forbes, an expert in the SEM space, focusing on ERP implementation. Stephanie, a seasoned speaker and senior leader in large-scale organizations, shares valuable insights to guide you through the ERP roadmap. They recap the last episode, delving into compensation structures for systems integrators and stakeholders involved in ERP implementations. This episode takes a people-centric approach, acknowledging the critical role individuals play at various organizational levels during ERP implementations.   Episode Highlights: Three Levels of People: Stephanie breaks down the discussion into three levels - Board/Executive, Project Leadership/ERP Team, and Operational Users/Front Lines - ensuring relevance for a diverse audience. Starting with "Why": Drawing inspiration from Simon Sinek, the conversation kicks off by emphasizing the importance of understanding the "why" behind ERP implementation. Aligning goals and clarifying timelines for all stakeholders is crucial. Addressing Threats and Opportunities: Stephanie provides reassurance, encouraging individuals who might feel threatened by the technological changes to see it as an opportunity for personal and professional growth. AI and Job Security: The discussion touches on the prevalent fear of job loss due to AI advancements, highlighting the need for a positive perspective and the potential for skill expansion. Aligning Goals: Clear communication and alignment of goals are crucial. The board and executive level should ensure that everyone, from C-suite to operational teams, shares the same goal and metrics. Balancing Priorities: Stephanie discusses the delicate balance between profitability metrics and focusing on ERP implementation. She compares it to building a house, emphasizing the need for a strong foundation before concentrating on other aspects. Project Leadership: The ERP project team needs clear goals and activities, ensuring each member understands their role. Stephanie advises against scope creep, emphasizing the importance of defining what's in and out of the project scope.   Managing Relationships: Building strong relationships between the ERP implementation team, executive leadership, and operational leaders is essential for success. Communication, clarity, and collaboration are key. Navigating Challenges: Stephanie addresses the challenges of AI expectations and the importance of humans in critical thinking. She encourages a realistic view of AI's current capabilities and stresses the ongoing need for human intervention. Looking Ahead: The discussion touches on the evolving role of AI, emphasizing that while routine tasks may be automated, creative thinking and critical problem-solving will always require human involvement. Team Dynamics and Workshops: Consultants play a vital role in ERP teams. Importance of team building and workshops for consultants to work together effectively. The change management team facilitates discussions around tasks and activities. Center of Excellence and Continuous Improvement: Scope creep as a launch pad for creating a Center of Excellence. Continuous improvement necessary for ongoing ERP maintenance. When to start thinking about a Center of Excellence and who should be involved. Master Data Team: The role and function of a master data team and its vital role before starting an ERP implementation. How the master data team helps navigate and refine data structures. Mechanisms for Feedback: Three key concepts: Alignment, Execution, and Roadblocks. Encouraging individuals to assess their alignment, empowerment, and role in project execution. Addressing feelings-based roadblocks and promoting open communication. Involving External Consultants: Establishing a military-style hierarchy for effective project management. Decentralized leadership empowers leaders at different levels. Allowing for autonomy, accountability, and problem-solving among team members. Upcoming Webinar on Greenhouse Gas Scope 3 Protocol: Stephanie's webinar in March hosted by Eco Canada. The relevance and applicability of the Greenhouse Gas Scope 3 Protocol for global organizations. Conclusions: Successful ERP implementation has covered vital dimensions, including the role of conflict in fostering a robust ERP environment, the imperative of cohesive team dynamics, and the pivotal contribution of a master data team in shaping optimal data structures. The insights extended to engaging operational users, implementing effective feedback mechanisms, and managing external consultants through a structured hierarchical approach.

In this episode, Cat introduces Stephanie Forbes on the show. Stephanie is a seasoned executive with over two decades of industry experience in business risk management and supply chain. Stephanie's extensive experience includes successful leadership in teams, projects, and programs. Committed to advancing the supply chain profession. Stephanie shares insights through speaking engagements, mentoring, and leveraging her extensive network. The episode explores the importance of crafting a Request for Proposal (RFP) for ERP implementation, focusing on contract considerations. Episode highlights:   Contract Considerations - Stephanie outlines a four-step approach: start with the end date commitment, define the best scope, balance cost, quality, and schedule, and identify business systems and processes. - Discussion on potential pitfalls, unexpected change orders, and the significance of well-defined scope and balance.   Data Ownership and Privacy - Stephanie emphasizes the importance of intellectual property and confidentiality in ERP contracts. - Detailed exploration of data ownership, potential breaches, and confidentiality considerations, especially when data resides in a SaaS provider's cloud.   Time Management in Contracts - The impact of aggressive schedules, concrete milestones, and the ability to enforce time-related clauses. - Discussion on the significance of time in ERP contracts, introducing the concept of "time is of the essence."   Compensation and Metrics - Stephanie provides insights into compensation structures in ERP contracts, including time and materials, deliverable-driven models, and bundled payments. - The importance of tying compensation to specific outcomes, such as successful User Acceptance Testing (UAT), and defining metrics for success in various ERP project phases. Contract/RFP Considerations - Exploration of key factors in crafting contracts/RFPs, including dates, cost, and balancing quality with cost and time frame. Discussion on the challenges of setting a fixed date regardless of cost and the importance of realistic expectations. - Recommendations on understanding and defining scope to ensure more accurate pricing. People Processes and Systems - Emphasis on analyzing organizational metrics, such as cost of goods sold, to determine ERP requirements. - Consideration of strategic growth and alignment of ERP implementation with future organizational goals. - Insight into the importance of integrating people, processes, and systems in a strategic roadmap for successful ERP implementations.   Environmental Impact and ESG: - Brief mention of the upcoming webinar on Scope 3 and its impact on small and medium businesses in the environmental space. Connection between ESG reporting, supply chain, and ERP systems for comprehensive organizational management.   Stephanie emphasizes the need for foresight and strategic planning to navigate the complexities of ERP implementations. Tune in to the next episode as the conversation continues, shifting focus to the critical role of people and data in the ERP landscape. Get more of Stephanie’s insights in her upcoming webinars: Webinar #1 GHG Accounting & Management for SMEs https://eco.ca/online-training/guide-to-climate-action-by-small-and-medium-enterprises-webinar-series/ Date: February 21, from 1:15 PM – 2:30 PM MT Description: In-depth explanation of GHG management along with challenges/trends in data collection and a walk-through of the customized GHG Excel tool. Topics Covered: Brief on Climate Change Greenhouse Gas Protocol – Scope 1, Scope 2, Scope 3 emissions Data Collection Methodology Calculation Methodology – Activity data, Emission factors, Global Warming Potential Absolutes Emissions and emissions intensity Target Setting – Emission reduction & Net Zero targets Webinar #2 Implementation strategies for emission reduction for SMEs https://eco.ca/online-training/guide-to-climate-action-by-small-and-medium-enterprises-webinar-series/ Date: March 6, from 1:15 PM – 2:30 PM MT Description: Focus on Scope 3 emission reduction along with the implantation strategies to reduce emissions. Topics Covered: Scope 3 emissions Working with Suppliers along the supply chain Collaboration with Suppliers Implementation strategies for emission reduction by SMEs Energy Efficiency Renewable Energy Low carbon/ Upcoming technologies Guest Bio: Stephanie, a seasoned executive with over two decades of industry experience, excels in business, risk management, and supply chain. Her leadership has driven successful transformations in teams, projects, and programs within the energy and construction sectors. Committed to advancing the supply chain profession, Stephanie creates value for stakeholders through speaking engagements, mentoring, and leveraging her extensive network. Noteworthy achievements include implementing best-in-class programs like full life cycle governance and supplier life cycle management. Eager for new opportunities, Stephanie is motivated to make significant contributions to the energy and construction industries, and the field of supply chain management. Visit Stephanie’s profile on Lilnkedin: http://linkedin.com/in/calgaryforbes

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life.   In today's episode, Andy shares an insightful experience he had while reviewing a book. When asked for feedback, he took a moment to clarify the author's expectations. This simple step made him realize the importance of understanding what type of feedback someone is seeking. As professionals, we often find ourselves in situations where others ask for our opinions or reviews, whether it's on a document, a presentation, or even a piece of code.   Andy emphasizes the crucial need to inquire about the specific feedback the person is looking for. Is it content-related, structural, or just a quick once-over for errors? Without this clarity, one may end up investing time in providing feedback that the recipient doesn't want or need.   Drawing parallels to his experience in sports, Andy notes that constant feedback is integral to improvement, especially in activities like sports, acting, or music. However, not every adult seeks or appreciates feedback in the same way. Andy learned that not everyone wants his opinion, and if they do, they prefer it in a particular manner.   He identifies two common approaches people tend to take when giving feedback: the critic and the cheerleader. The critic tends to be harsh, focusing on pointing out flaws, while the cheerleader tends to be overly positive, often avoiding constructive criticism. Andy advises finding a balance by incorporating two positive aspects and one constructive suggestion when providing feedback.   Moreover, Andy stresses the importance of ensuring that the recommended changes are feasible and can be implemented in the given context. It's vital to consider time constraints and practicality, avoiding suggestions that cannot be realistically executed.   In conclusion, Andy encourages listeners to be mindful of the feedback they give, understanding that people may fall into either the critic or cheerleader categories. By providing constructive feedback in a positive manner, one can contribute to others' growth and success. Remember, three positives and one or two areas for improvement can strike the right balance.   As always, keep staying awesome, keep doing your thing, and keep working hard. If you enjoyed this episode, please consider giving it five stars to help others discover it. Thank you for listening, and until next time, stay committed to your professional journey.  

Welcome back to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and enthusiasts of professional development, we are here to provide you with inspiring messages to help unlock your professional X factor and achieve the success you truly deserve in your career and life.   In today's episode, Andy draws inspiration from Tim Grover, the renowned trainer of basketball legends Michael Jordan and Kobe Bryant. Tim Grover's wisdom is centered around a powerful concept: instead of just worrying about things within your control, focus on actually controlling them. The idea is to tackle the things you can manage efficiently so that you are better equipped to handle the inevitable challenges that are beyond your control.   This approach goes against the traditional advice of not worrying about the things you can't control. Andy resonates with this perspective, emphasizing that our responsibility is not just to passively accept the uncontrollable but actively prepare and deal with them.   He uses the example of the COVID-19 pandemic, a situation no one could control. However, Andy points out that individuals could control their health-related habits – washing hands, getting enough sleep, exercising, and maintaining overall well-being. By managing what is within our control, we are better positioned to confront unforeseen challenges.   Applying this philosophy to the consulting world, Andy highlights the role of project managers. Their primary responsibility is to control and manage the aspects of a project within their reach, creating a strong foundation to navigate the uncertainties that may arise.   The key takeaway is clear: in consulting and life, focus on taking charge of the things you can control. Whether you're a project manager meticulously overseeing every detail or an individual contributor handling a specific project aspect, proactively managing your responsibilities sets the stage for success.   Andy concludes by encouraging listeners to stay awesome, keep pushing forward, and remain dedicated to their hard work. Success is an ongoing journey, and by focusing on the controllable elements, we empower ourselves to tackle the unexpected with resilience and determination.   If you enjoyed this episode, don't forget to subscribe, and consider giving us a five-star rating. Your support helps others discover valuable insights from "The Art of Consulting Podcast." Until next time, keep working hard and stay unstoppable!

Episode Highlights: -Andy discusses how you establish and handle career problems. Serve clients but you also have to serve yourself. NO matter who serves our paycheck. Learn the lessons and take care of our career because it is who we are.   If you look at yourself and imagine that it is your business, you always make sure to provide a solution to your business problem. You will see the opportunity in client sights, the pain that they're feeling in engagements and you will support them better. 

Introduction: Welcome back to the Art of Consulting Podcast, where we explore the Having to share an opinion without being argumentative. Today, we'll delve into a thought-provoking experience from John Wooden and how he’s ways and approach from sports is being used in business.   Episode Highlights:   -John Wooden - caoch basketball best of all time. He have the best way of managing people and approaching problems and looking at things in a different way. "You can disagree without being disagreeable." -Conversations don't have to become confrontational when you disagree with somebody.   -Our host shares a personal experience of situations where he encounters situations that he needs to disagree - like an approach or decision in a project. -Differentiated the Consultant and a contractor - consultants give solutions, plans and recommendations and from that they are open to agreeing and disagreeing situations. - To solve a problem, we need to put effort on finding a solution and come up with some level of knowledge in that problem. Be open on conflicting ideas. Its important to let other people to work it through the problem and host said that being open, you’re allowing other answer to the problem and there’s always more answer to a one problem. - Worked up and agitated self put yourself on mute. GIve yourself some time and some moment slow things down. - You are not there to make friends.Host shares that he does have problems with creating a boundary with clients.The most important thing is to treat each other with respect. Conclusion: As we conclude this episode of the Art of Consulting Podcast, we leave you with a powerful reminder: There are more solutions to one problem. Having an open mind to other conflicting ideas will establish a healthy relationship between you and the client. Thank you for joining us today on the Art of Consulting Podcast. Don't forget to subscribe, rate, and leave a review. We look forward to sharing more valuable insights in our upcoming episodes. Until next time!  

Introduction: Welcome back to the Art of Consulting Podcast, where we explore the intersections of sports and business. Today, we'll delve into a thought-provoking experience from this summer, involving our host's daughter and her track and field journey. Through this story, we'll uncover valuable lessons about competition, sportsmanship, and striving for excellence. Episode Highlights: Lessons from Track and Field: • Our host's daughter participated in the US track Nationals, competing in multiple events, including high jump. • Despite coming in ranked first, she finished fifth in the competition, sparking reflections on competition and results. Acknowledging Excellence: • Our host shares a personal experience of neglecting to congratulate the winning athlete and her parents immediately after the high jump event. • This missed opportunity highlighted the importance of recognizing and respecting the accomplishments of others. The Competitive Landscape: • In both sports and business, competition is a constant presence. • Competing against accomplished individuals can push us to prepare better, acknowledge the process, and understand that results are not always within our control. Accepting Results and Maturity: • Accepting competition results, whether favorable or not, is a sign of maturity. • Learning to gracefully handle both success and setbacks is crucial for personal growth and development. Embracing the Journey: • Competition serves as a valuable tool for personal improvement. • Recognizing that competing against strong opponents makes us better can lead to a more resilient and mature approach to life's challenges. The Power of Congratulation: • Congratulating competitors and colleagues on their achievements demonstrates maturity and sportsmanship. • Building positive relationships in competitive environments can lead to better collaboration and growth. Conclusion: As we conclude this episode of the Art of Consulting Podcast, we leave you with a powerful reminder: competition is a part of life, whether in sports or business. Embracing competition with maturity, recognizing the accomplishments of others, and striving for personal growth are essential elements of success. Keep being awesome, and remember that competition is not just about winning; it's about the journey and the lessons learned along the way. Thank you for joining us today on the Art of Consulting Podcast. Don't forget to subscribe, rate, and leave a review. We look forward to sharing more valuable insights in our upcoming episodes. Until next time!

Title: The Power of Helping Others: A Journey of Transformation Episode Highlights: Starting from Humble Beginnings: • In 1993, after graduating from college, our host found himself working as an operations supervisor for a furniture retailer. • His responsibilities included managing the warehouse, office tasks like invoicing and sales processing, customer service, and deliveries. • The challenges of customer service and frequent delivery mishaps were draining, and he questioned his long-term career prospects. A Chance Encounter with Marjorie: • Marjorie, a colleague, saw potential in our host and introduced him to a life-changing opportunity. • Marjorie's brother, a vice president at Oracle, needed someone for a crucial role during maternity leave. • Our host's journey into the world of Oracle began, opening doors to a new career path. Lessons from Mentors: • Throughout his consulting career, our host had the privilege of being mentored by experienced professionals. • These mentors accelerated his learning curve, offering invaluable insights and guidance. The Importance of Giving Back: • Our host and his co-host, Cat, started their podcast with a mission to share their knowledge and experiences. • They emphasize the significance of helping others when the opportunity arises, even in small ways. • Personal experiences have shown that helping others can lead to life- changing transformations. Ethical Help: • The story of a colleague's unethical request reminds us that genuine help should be unconditional. • Manipulative tactics should be avoided when seeking or offering assistance. • The act of helping should come from a place of sincerity and empathy. The Ripple Effect: • Our host challenges listeners to make a difference in others' lives by offering support and seeking help when needed. • Life and career choices are influenced by the choices we make and the choices others make for us. • Giving back and being open to helping others can lead to a fulfilling and purposeful life. Conclusion: As we conclude this episode of Art of Consulting Podcast, we are reminded of the profound impact that helping others can have on our lives. The story of our host's journey from a furniture retailer to a successful consultant showcases how one person's kindness can change the course of another's career. Remember, being a giver, not a taker, can lead to a more meaningful and interconnected world. Stay tuned for more inspiring stories in future episodes. Thank you for joining us today on Art of Consulting Podcast. Don't forget to subscribe, rate, and leave a review. Keep spreading kindness, and we'll talk to you soon!

**Podcast Title:** "Mastering ERP Implementation: Insights from an OCM Expert"   **Show Notes:**   **Introduction:** In this episode of Art of Consulting, we dive deep into the world of ERP (Enterprise Resource Planning) implementation with a focus on Organizational Change Management (OCM). Our special guest, Frederique Oberlin, an OCM extraordinaire with 18+ years of experience, shares invaluable insights and wisdom gained from various ERP projects.   **Episode Highlights:**   1. **Understanding Organizational Change Management (OCM):**    - Frederique defines OCM as the people side of a software implementation, emphasizing the importance of bringing employees along the project journey from the beginning rather than surprising them with a new system at the end.   2. **Challenges in ERP Implementation:**    - The conversation highlights how employees sometimes create their own processes outside of the ERP system, known as "shadow IT," due to various reasons like system limitations or lack of training.   3. **Measuring Success in ERP Implementation:**    - Frederique discusses key metrics for measuring success, such as assessing training effectiveness, tracking post-Go Live support tickets, and ensuring users are adopting the system as intended.   4. **Proactive Change Management:**    - The importance of proactive change management is emphasized, including the concept of the ADKAR journey (Awareness, Desire, Knowledge, Ability, Reinforcement) and how it aids in preparing employees for change.   5. **Hypercare:**    - Hypercare, the critical period immediately following Go Live, is explained as a time when additional support is crucial. Frederique shares strategies like deploying super users and providing a human presence for support, both in-person and virtually.   6. **Leadership's Role in OCM:**    - Frederique advises leaders to engage in candid conversations with OCM experts, understanding the expectations and requirements for communication, training, and support. Leaders' active involvement in training can significantly impact the success of the project.   **Conclusion:** Organizational Change Management is a vital aspect of any ERP implementation, and proactive planning, effective training, and leadership involvement are key to a successful transition. We appreciate Frederique Oberlin for sharing her expertise on this essential topic. Connect with her on LinkedIn https://www.linkedin.com/in/frederique-oberlin-86251712/     Stay tuned for more insightful episodes of Art of Consulting as we continue to explore the world of ERP and business transformation.  

Welcome to the Art of Consulting, your go-to source for expert insights on mastering ERP success. Today we have a special guest with us, Andy, a highly experienced ERP consultant with over 25 years in the industry.    In this episode, Andy shares invaluable insights into ensuring ERP project success. He emphasizes the importance of defining clear success metrics from the outset and keeping the project team aligned with a shared mission. Andy also highlights the critical need for project teams, both internal and external, to deeply understand the core business of the organization they are working with.   Here are some key takeaways from our conversation:   1. **Defining Success Metrics:** Andy stresses the significance of defining what success looks like for your ERP project. He suggests moving beyond generic statements like "on time, on budget, within scope" and instead encourages creating a detailed and tangible definition of success.    2. **Shared Mission:** Establishing a clear project mission statement and ensuring everyone understands why the project is being undertaken is vital. Andy draws parallels with real-life examples, emphasizing the importance of everyone rowing in the same direction.   3. **Understanding the Business:** Whether you're an internal employee or an external consultant, understanding the core business of the organization is crucial. Andy explains that it's not just about what the business sells but identifying the primary revenue-generating functions and optimizing around them.   By the end of this episode, you'll have a deeper understanding of the key factors that contribute to ERP project success and how to apply these insights to your own projects.   So, if you're ready to master ERP success, stay tuned and let's dive into this enlightening conversation with Andy. Remember to subscribe to our podcast to get more expert insights on ERP and other related topics.   Thank you for joining us, and enjoy the episode!  

"Ignite Your Mind: The Power of Active Exploration"     Welcome to another episode of "Art of Consulting" with Andy and Kat. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind. In our previous episode, we touched upon the concept of creativity and how engaging in novel activities can create new synaptic connections in your brain. But today, we're going to delve even further into this fascinating subject.   One key takeaway from our previous discussions is the importance of active participation. It's one thing to be a passive observer and witness something new, which can certainly have an impact on your mind. However, it's an entirely different experience when you actively participate in something kinetically. This hands-on approach not only accelerates your learning but also deepens your understanding.   So, why is active participation so crucial? Well, it helps you develop new learning pathways and skills that you might not encounter in your daily routine. For example, we discussed how trying out activities like parkour can introduce you to unique coaching styles and learning methods, which can be incredibly valuable when you're in a consulting role. Different clients and industries often require diverse approaches, and the ability to adapt and pivot is a hallmark of successful consultants.   Another important aspect of active exploration is the willingness to embrace new experiences without the expectation of perfection. Many adults tend to stifle their interests and curiosities because they're afraid of not being good at something right away. However, it's essential to let go of the need to excel from the start. Remember, it's okay to make mistakes and learn as you go along.   Finally, we encourage you to reconnect with your passions and interests, even if they don't align with your current career path. Whether you've always been intrigued by cars, fascinated by butchering techniques, or simply curious about a wide range of topics, there's no harm in exploring these interests for the sheer joy of learning. You might just uncover a hidden talent or a source of happiness you never expected.   So, in summary, keep your mind open and receptive to new experiences, actively engage in activities that pique your interest, don't be discouraged by initial imperfections, and remember that exploring your passions is a worthy endeavor in itself.   

Introduction: In this podcast episode, hosts Andy and Cat dive deep into the significance of rest for self-employed consultants. They discuss the mental and financial aspects of taking breaks, setting rates, and building a sustainable consulting career. Whether you're a seasoned consultant or considering a career in consulting, this episode offers valuable insights to help you achieve a balanced and prosperous consulting lifestyle.   Episode Highlights:   1. **The Need for Rest (00:02:20)**    - Andy and Cat emphasize the importance of taking breaks, even for self-employed consultants.    - They draw parallels between consultants and athletes, highlighting the necessity of rest and recovery in both fields.    - Cat shares her personal experience of feeling recharged after taking a break and how it positively impacted her mindset.   2. **Visualizing Success (00:11:45)**    - The hosts discuss the power of visualization and the effectiveness of vision boards.    - Cat shares a story about how visualizing a reward helped her stay motivated during a challenging project.    - They stress the idea that having a clear vision of your goals can provide the mental energy needed to overcome obstacles.   3. **Financial Planning for Consultants (00:21:05)**    - Andy and Cat delve into the financial aspect of being a consultant.    - They suggest calculating your hourly bill rate by considering factors like sick days, vacation time, and taxes.    - Cat recommends basing your calculations on ten months of work per year and accounting for potential downtime.   4. **Setting a Floor Rate (00:28:45)**    - The hosts explain the concept of a floor rate, which represents the minimum rate needed to maintain your desired lifestyle.    - They emphasize the importance of factoring in expenses like taxes, insurance, and savings into your consulting rate.    - Cat underscores that setting a realistic floor rate is crucial for long-term financial stability.   5. **Balancing Work and Personal Interests (00:35:15)**    - Andy and Cat discuss the significance of cultivating personal interests and hobbies outside of work.    - They stress that finding productive and enjoyable activities can lead to personal growth and a more fulfilling life.    - Cat highlights the importance of trying new things to stimulate mental growth and well-being.   Conclusion: In this episode, Andy and Cat stress the importance of rest, financial planning, and personal growth for self-employed consultants. They encourage listeners to prioritize mental and physical well-being, visualize their goals, and set realistic financial expectations. Balancing work and personal interests is key to building a successful and fulfilling consulting career.  

In this episode, you will understand the worth of taking the time to be with high performers. Andy talks about the observations made on the effect of spending time with high performers and low performers, which definitely has an effect.    Tune in and gain tips on how to find and productively spend time with high performers, and reap the benefits of growth personally and professionally. Quotes: “When We Spend Time With People Who Are Successful In Whatever It Is They're Doing, We Are Going To Be More Likely Successful.” “Extroverts, Be Careful Who You Spend Time With, Sometimes Our Need To Regenerate Our Energy, We Search For Anybody.” “We Want To Make Sure That We Are Emulating The Right People And Spending Time With The Right People In The Right Areas That We Want To Actually Improve.”   Show Notes: (00:00) Podcast Intro  (00:27) If You Need Help Creating A Set Of Values, You’re Welcome To Sign Up For A Complimentary Course At https://theconsultingplaybook.com/values  (01:19) Observations Around Spending Time With High Performers (03:42) Catching Ourselves When We’re The Negative Person In The Room (05:48) Finding High Performers Around You (06:40) Introverts Vs. Extroverts (08:23) Being Careful How And Who You Spend Your Time With (10:51) Spending Time With The Right People In The Right Areas That We Want To Improve   (11:32) Andy’s New Book The Trust Paradigm Is Available On Amazon And Other Book Retailers  

In this episode, Andy shares his thought about the value of being intentional in using social media. He talks about how the social media’s algorithm feeds us with suggestions that are sometimes counterproductive and how consuming those harms us over the long term.   Learning to be intentional about what you’re watching on social media will keep you from being fed information that is not helpful. Make sure to check out this episode. Quotes: “The Issue I Have With It Is That It's [Social Media] Telling Us What We Should Watch. And It's Telling Us, And In Many Cases, How We Should Behave.” “We Have To Be Very Intentional About What We Choose.” “When We Look At Things, We Have To Ask Ourselves, Is This Serving Us? Is This Just A Time Killer? Or Is It Something That Is Actually Going To Harm Us?” “Small Doses Of Counterproductive Information Harms Us, It Harms Us Over The Long Term.” “Be Very Careful About What It Is That You Look For, Where You Spend Your Time. And What You Scan For When You're Using Social Media.”    Show Notes: (00:00) Podcast Intro  (00:27) If You Need Help Creating A Set Of Values, You’re Welcome To Sign Up For A Complimentary Course At https://theconsultingplaybook.com/values  (01:19) How Instagram Or Social Media Algorithm Works (02:51) Being Fed All Sorts Of Suggestions On Social Media (05:42) We Have To Be Intentional About What We Choose To Watch (07:16) The Algorithm Is Watching Us (07:56) Intentionality Is Awareness (08:16) Andy’s New Book The Trust Paradigm Is Available On Amazon And Other Book Retailers

In this episode, we are with Cat and Andy, helping us see more of the value of knowing and being able to focus on our main business. We have different roles between our work and personal lives, and some consultants have multiple clients. This is why it is essential for us to be able to stay efficient in these roles and get things done.   Tune in and get pro tips on productivity that will surely amp up your efficiency. Quotes: “People Will Talk About Priorities, And They'll Say We Got To Prioritize… But That Means Something Has To Be Less Important And You've Got To Put That On The Backburner. And I Don't Think We Should Feel Guilty About Those Things.” “When You Have To Get This Much Stuff Done In A Period Of Time, You, Honestly, Almost Magically Find A Way To Do It.” “One Of The Productivity Hacks, If You Will, Is To Find Focus Time.”   Show Notes: (00:00) Podcast Intro  (00:27) If You Need Help Creating A Set Of Values, You’re Welcome To Sign Up For A Complimentary Course At https://theconsultingplaybook.com/values  (01:19) Scheduling Through In Your Calendars (05:41) Taking Care Of Our Main Focus First (10:37) Not Falling Behind On Things (11:51) Finding Efficient Ways To Get Your Priority Tasks Done (17:42) Blocking Focus Times (23:08) Being Very Concise To Maximize Time (28:48) The Simpler, The Better (33:36) Productivity Pro Tips  (36:08) Andy’s New Book The Trust Paradigm Is Available On Amazon And Other Book Retailers

In this episode, Andy shares an insight about trending and how it should not be the basis of the next outcome. He talks about the power of making a wise decision regardless of the trend you’re seeing and making your future independent of who you are yesterday.   Listen in and learn what you can do to take that needed pivot leading to the future you aspire for. Quotes: “Our Lives Are Not Dependent On Our Past. Our Past Is Our Past. What Happened Yesterday Is What Happened Yesterday.” “Who We Are Today Is Independent Of Who We Were Yesterday.” “You Can Do It Right, You Can Make Those Changes. If You're Trending In A Direction That You Don't Like, Today Is The Day To Make That Change.”   Show Notes: (00:00) Podcast Intro  (00:27) If You Need Help Creating A Set Of Values, You’re Welcome To Sign Up For A Complimentary Course At https://theconsultingplaybook.com/values  (01:19) What Is Trending (04:17) Believing That We Are Being Stuck In A Trend (05:32) We Have A Choice (07:06) Today Is The Day To Make The Change (08:02) Doing Your Best To Resolve Your Debts (10:01) You Can Change The Trend (11:57) Andy’s New Book The Trust Paradigm Is Available On Amazon And Other Book Retailers  

In this episode, you will understand why knowledge isn’t always power. Andy explains the difference between knowing how to do something and being actually able to do something because the power only lies in how that knowledge is being applied or practiced to be able to benefit from the results.   Tune in now and be encouraged to build upon each success you reach as you execute and act on the information you have. Quotes: “Knowledge is only good if we can actually use it to some benefit, and for some purpose.” “We have to go out and actually put these things into practice. Otherwise, it's anecdotal information.” “Sometimes as consultants, we think that because we know something, therefore, we can go out and just teach it or we can go out and execute it. The execution part is a lot different than the knowing part.”   Show Notes: (00:00) Podcast Intro  (00:27) If You Need Help Creating A Set Of Values, You’re Welcome To Sign Up For A Complimentary Course At https://theconsultingplaybook.com/values  (01:19) knowing how to do something vs. being able to do something  (04:56) The importance of being able to put our knowledge into practice (08:08) Putting our knowledge into practice (11:04) Andy’s New Book The Trust Paradigm Is Available On Amazon And Other Book Retailers