Art of Consulting Podcast

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