ERP Organizational Change: Technology Strategy and Keys to Success Episode Overview – Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project management for successful ERP implementation. However, these are broad categories. Furthermore, extant research has not reached consensus as to which specific factors are most significant and critical towards ERP organizational change success. In this episode, we would like to focus on IT and technology management and offer some tactical tips, provide some practical guidance, and discuss IT and ERP strategy. Please join us as we examine technology strategy. This episode will discuss the definition of IT success, implementation success rates in general, politics and information, the value of IT vision, the power of belief during IT implementations, the most critical components of building an effective IT Strategic Business & Technology Roadmap, and the value of proper systems selection. https://episodes.castos.com/5fc108e0462768-18027408/1722503/c1e-6p8vs21d9msz2zx4-o87zj65gcpdd-qjp9qc.mp3 Meet the Guest – Technology Strategy Expert Russ Finney Director of MIS Undergraduate Programs | Assistant Professor of Instruction | UT Austin McCombs School of Business | Advisor & Speaker Mr. Finney serves both as a lecturer and as the director of MIS undergraduate programs in the McCombs School of Business at The University of Texas in Austin teaching technology & business strategy. He is also a senior partner the itmWEB Group where he assists with research projects and the Stratamation Network where he provides advisory services. Mr. Finney has also served as an Interim CIO or CTO for clients bridging executive needs or strengthening their IT capabilities. Connect with Russ LinkedIn: https://www.linkedin.com/in/william-russ-finney-159109/ Twitter https://twitter.com/rfinney Websites: itmweb.com (itmWEB Group LLC) itmweb.com/russfinney.html (Speaking Biography) itmweb.com/russfinneyspeakingtopics.html (Speaking Topics) email: rfinney@outlook.com Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com Podcast “The ERP Organizational Change Journal“ LinkedIn Key Discussion Points for Technology Strategy: Questions [05:10] How would you define the success of an IT department in general in terms of bringing value to a business? How would you define the success of an ERP implementation specifically? [10:51] Russ, on the itmWEB website an article called “Good Intentions Don’t Count – Systems in Production Do”. You share some various levels of successful assimilation and the article states “Why do some teams seem to make it to the end successfully, other teams just make it to the end, and others never get the chance? Why are some teams on a continual “high” throughout the project while the members of a team right across the hall seem to drag into work every morning?… Does some secret formula exist to ensure success, or is it just a matter of luck?” What is your thought on success rates in general whether IT or ERP projects? [17:51] I would also like to share another article: “The Politics of Information and Projects“. The article shares that “Information is political… Companies, departments, and individuals all have the potential to create different political structures to protect and control the management of their information assets.” Tell me more, and how would this play into ERP organizational change? [24:50] What can you say about the “birth” of a systems project whether it be IT and/or ERP? That is, what can you share with our listeners about system “Vision”? Is that one of the most important “first steps”? [29:24] Can you share more about an article called “Management Excellence: Adjust the Size of your Thinking”? The article states that “Belief is a powerful force. It is an essential component of successful systems development projects. What some system builders fail to realize, however, is that belief is a result of a conscious decision. The team leader must decide that the system will indeed exist, instill this belief in his or her heart, and then transfer the feeling to the other members of the team.” Please explain more. [32:24] What are the most critical components of building an effective IT Strategic Business & Technology Roadmap? [33:57] With ERP selection, what is the general process for properly identifying the business requirements to be included in an RFP? Golden Nugget: [40:07] Russ, we could go on for hours. But our last question As fellow practitioners, we benefit from learning from our colleagues and friends, both “boots on the ground” as well as researchers. How would you summarize this conversation? If you had to distill your work into 3 or 4 sentences, what would you say to ERP organizational change practitioners? REFERENCES: “Good Intentions Don’t Count – Systems in Production Do”, Russ Finney, 1996, https://www.itmweb.com/essay002.html “The Politics of Information and Projects”, Russ Finney, 1998, http://www.methodology.org/essay008.html “Management Excellence: Adjust the Size of your Thinking”, Russ Finney, 2004, http://www.methodology.org/essay043.html Transform Your ERP Challenges into Opportunities with Nestell & Associates At Nestell & Associates, we excel in steering businesses through the demanding terrain of ERP implementation and strategic IT management. If you found value in our discussion on “ERP Organizational Change: Technology Strategy,” and you’re seeking expert guidance, we would love to engage with you! Our dedicated team is ready to tailor solutions that ensure your technology initiatives are perfectly aligned with your organizational goals. Let us help you turn your ERP challenges into strategic opportunities. Contact Us Today Related Episodes – Technology Strategy Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode 94: Smart Digital Transformation in Private Equity Episode 87: Organizational Transformation in ERP: Strategies for, Cultivating Culture, and Unleashing Innovation Episode 74: Building an ERP Strategy and Roadmap Episode 50: Digital Transformation using Emerging Technologies Related Article from The ERP Organizational Change Success Blog The Future of ERP: Intrinsically Linked to the Evolution of Artificial Intelligence Intelligent ERP Systems: Artificial Intelligence and Its Impact on ERP Organizational Change A Letter TO: CxOs FROM: Your Upcoming ERP Project Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

AI and Private Equity Synergy: Fueling Business Transformation Episode Overview – AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies. We talk about how leveraging AI can not only enhance due diligence and decision-making processes but also create substantial value across portfolio companies. Join us as we unpack the innovative approaches that are setting the stage for the future of PE investments, and how these technological advancements can be integrated to ensure robust, scalable growth in Private Equity. https://episodes.castos.com/5fc108e0462768-18027408/1717468/c1e-8785i9x9gxu4v4q5-k5mw67rruvgz-dhqave.mp3 Meet the Guest – AI in PE Strategies Expert George Stelling CEO & Board Member | Driving SaaS & AI Innovation and Business Transformation | Transformation Practitioner & Thought Leader George Stelling is a seasoned CEO, Board Member, and transformation practitioner known for driving SaaS and AI innovation, business transformation, and maximizing profits. With deep expertise in AI, SaaS, technology leadership, private equity, and management consulting, George excels in delivering innovative solutions and value-creation strategies. He has a proven track record in building high-caliber teams, leading transformative initiatives, and crafting digital solutions. His experience spans C-level leadership, consulting, PE operating roles, and board positions, with a focus on digital innovation, AI adoption, strategy execution, and lean manufacturing. George has worked globally, demonstrating a unique ability to deliver strategic and hands-on leadership. Connect With George Website: https://www.lunation.com/ Website: https://www.quadrillionpartners.com/ LinkedIn: https://www.linkedin.com/in/georgestelling/ email: gstelling@quadrillionpartners.com Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com Podcast “The ERP Organizational Change Journal“ LinkedIn Key Discussion Points: AI in PE Strategies 06:45 Segment 1: Leveraging AI for PE-Backed Business Transformation – “Scaling Success: AI-Driven Strategies in PE-Backed Business Transformation” George, considering your extensive background with Lunation and AI innovation, can you elaborate on how Lunation’s platform specifically caters to the transformation needs of PE-backed companies? How do you believe AI-driven solutions are redefining value creation for private equity firms in the current market? Maybe getting a little more granular…..With your track record in maximizing profits through technology, what AI advancements, or opportunities specifically, do you see as pivotal for operational efficiency in portfolio companies? George, because I like case studies and real-world examples as learning tools, Could you share an instance where Lunation’s AI capabilities directly contributed to the success of a PE firm’s investment strategy? 33:49 Segment 2: Navigating Digital Solutions for Optimized PE Performance – “Digital Mastery in PE: The Roadmap to Enhanced Portfolio Performance” With your global experience, how does IT AI governance vary across international markets, and what best practices can PE stakeholders adopt for a consistent approach? 37:25 Segment 3: Transformative Leadership and the Future of PE Investments – “Visionary Leadership: Steering PE Investments Towards a Transformative Future” ‘Being intentional’ takes leadership. Drawing from your extensive experience in executive leadership, how do you integrate your strategic approach to drive impactful results in PE investments from a leadership perspective with the proper adoption of AI. change is not easy or cheap. 40:38 Golden Nugget Partner with Us for AI-Driven Success in Private Equity If you’re looking to implement AI strategies in your private equity ventures, Nestell & Associates is your go-to partner. Contact us today to explore how we can drive transformative success together. Contact Us Today Related Episodes – AI in PE Strategies Episode 100: AI-Driven Digital Transformations Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode 97: PE Digital Strategies: Digital Transformation and Organizational Change Episode 89: AI’s Role in ERP and Organizational Evolution Episode 85: Harnessing AI for ERP Innovation: Balancing Growth, Ethics, and Governance Episode 50: Digital Transformation using Emerging Technologies Related Article from The ERP Organizational Change Success Blog The Future of ERP: Intrinsically Linked to the Evolution of Artificial Intelligence Intelligent ERP Systems: Artificial Intelligence and Its Impact on ERP Organizational Change Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

AI-Driven Digital Transformations Episode Overview – AI-Driven Digital Transformations In this episode, we’re focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where AI is indispensable, we’ll explore how this revolution not only transforms business processes but also fundamentally alters how organizations function at their core. https://episodes.castos.com/5fc108e0462768-18027408/1710248/c1e-z71xim5o89hn2n58-jk0422q0tqd-ni1mtv.mp3 Meet the Guest – AI-Driven Digital Transformation Expert David Shapiro YouTube creator and AI researcher. We’re thrilled to welcome back David Shapiro to the show, an expert in AI and digital transformation. David returns with fresh perspectives on leveraging AI in the business environment. His work continues to influence the way we think about ERP systems, leadership, and organizational evolution in the digital age. With a proven track record of driving ethical and impactful AI integration into business strategies, David’s insights are invaluable. Connect With David Patreon https://www.patreon.com/daveshap/ Substack (Free) https://daveshap.substack.com/ GitHub (Open Source) https://github.com/daveshap YouTube https://www.youtube.com/@DaveShap Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: ERP Communication Strategies 05:17 Segment 1: Latest Developments in AI Book Discussion: Jack Asks David for his take on the book; “Why Machines Will Never Rule the world: Artificial Intelligence Without Fear“. Landgrebe, J., & Smith, B. (2022). Routledge. Let’s discuss this scenario; drop a piece of AI code on a current platform and it will build a new system around your core. You won’t need a new ERP Could ERP vendors go out of business? Could you give us an overview of the latest developments in AI that you find most exciting or transformative? With AI evolving so rapidly, in general, how do you see these advancements influencing global technological standards and practices? You mentioned earlier regarding Calude 3 that folks left due to concerns. AI’s potential seems boundless, but so do the risks. What are the latest conversations around AI safety and ethics that you think our listeners should be aware of? 30:06 Segment 2: Standards, Regulations, and Governance Moving on to standards, regulations, and governance – a hot topic in the AI community and within our Client base – what key developments have you seen in this area? How do you envision global cooperation shaping the future of AI regulation, and what challenges might arise in achieving international consensus? So David, from your perspective, what are the essential elements of effective AI governance that can balance innovation with societal safety? 40:21 Segment 3: Concerns for Human Creativity and Critical Thinking It is difficult to get my arms around and my perspective on this changes almost daily, but, let’s talk about the human side of the equation. There’s a growing conversation about AI’s impact on human creativity and critical thinking. What’s your take on this? 45:29 Segment 4: AI in Education Education is another sector profoundly affected by AI. Based on your observations, how is AI integrated into educational practices today? There are concerns and hopes about AI’s role in personalizing education. How do you balance the potential benefits with the risks of over-reliance on AI in learning environments? Looking to the future, what are your predictions for AI’s role in shaping the educational experiences of the next generation? 53:25 Golden Nugget Question References Book “Why Machines Will Never Rule the World: Artificial Intelligence Without Fear.” Landgrebe, J., & Smith, B. (2022). Routledge. Book “Mind, Machines, and Human Consciousness”, Nadeau, Robert Exploring the synergy between AI, ERP, and digital transformations? Nestell & Associates stands at the forefront of integrating artificial intelligence into enterprise planning and digital shifts. Whether you’re navigating the complexities of ERP systems or delving into research that pushes the boundaries of technology, we’re here to collaborate and guide. Connect with us for a partnership that drives meaningful change. Contact Us Today Related Episodes – ERP Communication Strategies Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode 97: PE Digital Strategies: Digital Transformation and Organizational Change Episode 89: AI’s Role in ERP and Organizational Evolution Episode 85: Harnessing AI for ERP Innovation: Balancing Growth, Ethics, and Governance Episode 50: Digital Transformation using Emerging Technologies Related Article from The ERP Organizational Change Success Blog The Future of ERP: Intrinsically Linked to the Evolution of Artificial Intelligence Intelligent ERP Systems: Artificial Intelligence and Its Impact on ERP Organizational Change Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Effective ERP Communication Strategies for Business-IT Alignment Episode Overview – ERP Communication Strategies In this episode, we dive into “Effective ERP Communication Strategies for Business-IT Alignment.” We explore the essential tactics and strategies to bridge the gap between IT and business teams, ensuring successful ERP implementations and organizational change. Our discussion will benefit IT professionals, business leaders, and anyone involved in ERP projects seeking to enhance collaboration and drive project success. Whether you’re navigating the complexities of ERP integration or aiming to foster a more cohesive working environment, this episode is packed with insights to guide you. https://episodes.castos.com/5fc108e0462768-18027408/1693421/c1e-3251t5xq95b6x6n4-qxnzod4kcpj3-2xtoee.mp3 Meet the Guest – Strategic ERP Transformation Chris Fenning Author | Advisor | On a mission to help IT and business teams communicate better. Joining us today is Chris Fenning, an expert in simplifying complex communications between technical and business teams. Chris is an award-winning author, sought-after speaker, and university guest lecturer based in Limburg, Netherlands. With over 15 years of experience, he has mastered the art of making IT and business communication less painful across various industries and countries. Chris’s mission to help technical and business teams communicate clearly has transformed the way organizations operate, making him the perfect guest to discuss today’s topic. LinkedIn Connect With Chris www.chrisfenning.com Books YouTube @chrisfenningcommunication Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: ERP Communication Strategies 04:56 Segment 1: Bridging IT-Business Communication Gaps Chris, can you explain why communication between IT and business teams is often challenging and what the core issues are? What are some common misconceptions IT professionals have about business teams, and vice versa? How do you assess the extent of the gap, or can you? How can organizations assess the current state of communication between their IT and business teams? Based on your experience, what’s the first step towards improving this communication? 12:35 Segment 2: Effective Communication for Technical Collaboration Switch from recognizing the problem or the gap to effective communication… In your book “The First Minute,” you talk about starting conversations that get results. Can you share a key technique from this book that IT and business teams can apply? How important is the role of concise email communication, as outlined in “Effective Emails,” in bridging the IT business gap? Based on another of your books, “39 Ways to Make Training Stick,” can you suggest ways to ensure that communication training for technical teams has a lasting impact? Because I enjoy learning from real-world experiences, could you give an example of a communication breakdown you’ve helped resolve and the strategies used? 26:00 Segment 3: Maximizing Business Value Through Communication How can IT and business teams use communication to support mergers and acquisitions, an area of expertise for Nestell & Associates? What role does effective communication play in managing organizational change, especially in the context of ERP implementations? How can private equity firms leverage improved IT-business communication to maximize investment value in their portfolio companies? Can you share insights on how to maintain this improved communication as organizations evolve and grow? 40:25 Golden Nugget Take-a-Way Ready to transform your organization's communication strategies and ensure successful change management? Nestell & Associates specializes in bridging the gap between IT and business teams, facilitating seamless ERP implementations and organizational transformations. Don’t let communication challenges hold your projects back. Contact us today to discover how we can tailor our expertise to your unique needs, driving your business forward with effective ERP communication strategies. Contact Us Today Related Episodes – ERP Communication Strategies 96: Transforming Organizational Culture with ERP Leadership Training and Virtual Meetings with Guest Evan Unger 92: Answer Intelligence: Elevating Business Communication & Leadership with Guest Brian Glibkowski, PhD 90: Courageous Organizational Communication: A Model for Effective Workplaces with Guest Alex Lyon, PhD 82: Practical ERP Leadership with Effective Leadership Strategies with Guest Drew Dudley Related Article from The ERP Organizational Change Success Blog ERP Implementation Gap Analysis: Uncover Real Influences for ERP Organizational Change Success Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode Overview – Strategic ERP Transformation In this episode, we explore the vital intersections of PMO, IT governance, and the dynamic world of mergers and acquisitions. This episode is loaded with value for investment firm leaders, strategic planners, and anyone keen on understanding the nuances of driving successful organizational change in a competitive environment. You’ll gain insights into the best practices of PMO implementation, the role of IT in transformative mergers, and how to navigate the complexities of corporate change. Whether you’re an executive, a project manager, or a stakeholder in the investment community, this episode is designed to provide you with valuable knowledge to enhance your approach to strategic ERP Transformation. https://episodes.castos.com/5fc108e0462768-18027408/1688417/c1e-jwxrbq015pc0o0x4-1xg6x836awxd-fpc1np.mp3 Meet the Guest – Strategic ERP Transformation Jen L. Skrabak, PfMP, PMP, MBA Vice President NSA SoCal I have over 18 years of corporate experience as an Executive for F500 companies leading strategic planning, portfolio/program management, organizational change management, and operational excellence. I currently serve as Vice President at NSA SoCal, a leading professional speakers association. I hold the PfMP, PMP, and Prosci certifications, as well as the PMI Distinguished Contribution Award. As an international keynote speaker, author, and award-winning expert, I share my insights and best practices on how to lead and manage complex digital transformation programs across various industries, such as HealthTech, SaaS, and Cloud/Data/Analytics. I have created, designed, and led five Program Management Offices (PMOs) with teams of 50-500 for large organizations, including a Fortune 5 company, and managed portfolios and programs worth hundreds of millions of dollars. I am passionate about empowering and inspiring project professionals to unleash their superpowers by helping them strategize their portfolio, career, and life. X LinkedIn Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: ERP Change Management 06:30 Segment 1: Strategic ERP Transformation: Strategies for Organizational Change in Growth Jen, considering your deep experience in PMO and strategic planning, what key strategies should investment firms adopt to effectively navigate organizational change? How do you identify and mitigate common strategic planning pitfalls that could impact a firm’s growth potential? A general question, Can you discuss the impact of effective change management on the growth and valuation of investment-centric organizations? Nestell & Associates supports a great deal of mergers and acquisitions, In your approach to PMO setup and strategic planning, what unique considerations come into play for firms with a strong focus on growth through acquisitions and expansions? 21:48 Segment 2: Integrating IT and ERP for Transformational Success From your experience, what are the crucial elements for integrating IT and ERP systems during transformational ventures? How do you balance operational continuity with large-scale digital transformations in rapidly growing or merging entities? In the context of transformational ventures, what role does IT governance play in ensuring successful outcomes? What best practices can you recommend for achieving seamless integration and enhanced value in mergers and acquisitions? 40:15 Segment 3: Optimizing IT and ERP for Enhanced Returns Given your background with top-tier clients, what strategies should growth-oriented firms implement for effective IT and ERP management to enhance returns? How does readiness for IT and ERP transformations impact the success of firms with a significant focus on portfolio expansion? Could you talk about the role of PMO in driving ERP success and risk mitigation in large-scale projects? What advice would you offer for leveraging technology to drive organizational change and maintain a competitive edge in the market? Harness the Full Power of Your ERP System for Strategic ERP Transformation Success! At Nestell & Associates, we specialize in Strategic ERP Transformation, guiding you through every step of your journey toward operational excellence and sustained growth. Our expert team is dedicated to unlocking the full potential of your ERP systems, ensuring seamless integration and optimization that drives real business value. Discover how we can transform your ERP challenges into your competitive advantage! Contact Us Today Related Episodes – Strategic ERP Transformation Episode 100: AI-Driven Digital Transformations Episode 89: AI’s Role in ERP and Organizational Evolution Episode 68: ERP Organizational Change Implementation-Practitioner Pointers Related Article from The ERP Organizational Change Success Blog A Letter TO: CxOs FROM: Your Upcoming ERP Project Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

PE Digital Strategies: Digital Transformation and Organizational Change Episode Overview – Private Equity Technology Integration In this episode, we dive into PE Digital Strategies and mechanisms that drive success in private equity firms. We’ll explore cutting-edge strategies for sustainable growth, how to effectively lead through transformational changes and the critical role of Private Equity Technology Integration. This episode is a must-listen for C-level executives, private equity professionals, and anyone involved in the PE ecosystem looking to sharpen their strategic edge and lead their organizations toward a prosperous future. Whether you’re navigating complex mergers and acquisitions, dealing with the nuances of IT governance, or steering your firm through the waters of digital transformation, the insights shared today will be invaluable. https://episodes.castos.com/5fc108e0462768-18027408/1678100/c1e-1g2maj9v02t171k2-gdqgk5dxip94-fx8gjn.mp3 Meet the Guest – PE Digital Startegies Expert Kit Lisle Founder, TheOperators.pe, a peer community for the Private Equity Ecosystem: Career Resource Council and Strategic Growth Council for Operators, plus the Independent Sponsors Council and Trusted Advisors Council. I am committed to being a Net Giver. Professionally, I am a resource for strategic growth planning and decision-making, More specifically, I am dedicated to creating safe spaces for PE-backed executives to collaborate with one another, for one another. This includes: An online community forum for Q&A, feedback, advice, brainstorming, and solving dilemmas (anonymously or openly). A Peer Advisory Councils, meeting online monthly with a dedicated, intentional and consistent group of PE-Backed Executives to solve deeper strategic growth dilemmas. Live, in-person, intimate, mini conferences in which members are the experts. Career support Contact me to learn more or to join our groups! kit@strategicgrowthcouncil.com | 703.867.7269 (Mobile) https://theoperators.pe/ https://acclaropartners.com/ https://strategicgrowthcouncil.com/ LinkedIn Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: Digital Transformation strategies in PE 07:28 Segment 1: “PE Digital Strategies for sustained Growth” 1. Kit, based on your extensive experience, what are the key strategies for driving sustainable growth in PE-backed companies? 2. How important is the alignment of people, processes, and technology in successful PE firms, and what role does this alignment play in growth? 3. Going to put you on the spot because I like case studies….Could you share an example of how strategic planning for human capital alignment has significantly impacted a portfolio company’s performance? 4. In your perspective, what are the emerging trends (whether people, process, or tech) in the PE sector that firms should be aware of to stay competitive? 23:41 Segment 2: “Leading Through Change: Insights for PE Executives” 1. In your role as a guide for C-level executives, what have you identified as the most critical factors in leading a PE firm or portfolio company through change? 2. How do you recommend PE firms balance traditional investment strategies with innovative approaches in today’s market? 3. What is your advice for PE executives to effectively harness the potential of their teams during periods of significant organizational change 4. Can you discuss the importance of building a culture of continuous improvement and learning in PE-backed enterprises? 43:05 Golden Nugget what is the most valuable piece of advice you would offer our listeners as they navigate their journeys in private equity growth and transformation? "Ready to Elevate your firm's PE Digital Strategies? Explore our expertise in Digital Transformation Strategies in PE and Private Equity Technology Integration. Let’s collaborate to harness the full potential of digital innovation and technology for your private equity firm. Reach out today to discover how we can drive sustainable growth and competitive advantage together. Your journey towards transformation begins here. Contact Us Today Related Episodes – Private Equity Technology Integration 86: The Power of Data: The Dashboard Effect and Business Intelligence Strategies with Guest, Jon Thompson 79: De-risking Executive Recruitment for Private Equity with Guest, Alex Rawlings 89: AI’s Role in ERP and Organizational Evolution with Guest, David Shapiro 77: Organizational Culture for Effective Change Management with Guets, Daryl Conner Related Article – The ERP Organizational Change Success Blog https://nestellassociates.com/de-risk-your-portfolio-erp-project-organizational-culture/ Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Transforming Organizational Culture ERP Leadership Training: Virtual Meetings Episode Overview – ERP Leadership Training for Successful Virtual ERP Meetings In this episode, we will discuss some ERP leadership training insight. We’ll explore the nuances of virtual team building for executives and how it’s shaping the future of decision-making and team dynamics in the high-stakes world of Private Equity. We’ll delve into the art of cultivating collaborative skills essential for driving organizational change. This discussion is especially valuable for PE executives, team leaders, and change agents navigating the complexities of virtual ERP meetings and online leadership development and seeking to enhance their leadership impact in this digital era. https://episodes.castos.com/5fc108e0462768-18027408/1649631/c1e-484zigp8q6h909jr-jkwknmrzh09m-lsmfo8.mp3 Meet the Guest – Virtual Leadership Training: Collaborative Skills for Change Evan Unger Managing Partner - Schwartz and Associates Evan Unger has 25 years’ experience driving organizational change initiatives, both as an executive in the pharmaceutical and healthcare industries and as an external consultant. Since 1988 he has consulted with clients in small organizations, school systems and in Fortune 100 companies domestically and across Europe, the Pacific Rim and South America. He served in several key leadership positions for Merck, a global pharmaceutical manufacturer, and as Vice President of Leadership, Change & Development for Centura Health, Colorado’s largest healthcare provider. He has trained thousands of people in the art of collaborative leadership, and specializes in building teams, change management and complex meeting facilitation. Evan received his BS in Psychology and Economics from Duke University and MBA from the University of Michigan. He recharges once a year with a ten-day, silent meditation retreat. He currently resides in Denver, Colorado. LinkedIn Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: Virtual Team Building for Executives: 06:40 Segment 1: Leadership in High-Stakes Virtual Meetings Evan, how has Schwartz and Associates redefined leadership skills in the context of virtual high-stakes meetings? Can you discuss specific challenges leaders face in virtual settings and how your approach addresses these? What are the key components of effective facilitation in virtual high-stakes meetings? How do you measure the success of leadership development in these virtual environments? 18:35 Segment 2: Cultivating Collaborative Decision-Making In your experience, what are the critical elements for fostering collaborative decision-making in virtual teams? How do Schwartz and Associates’ training methods ensure effective agenda design and prevent common pitfalls in virtual meetings? What advice (selling points) do you have for PE firms looking to enhance collaborative skills in their portfolio companies? What is the trigger point or maybe the pain point for organizations to reach out to Schwartz and associates 30:07 Segment 3: Transforming Organizational Culture through Virtual Training How does the ‘Collaborative Leadership: Virtual Immersive Program’ impact organizational culture? Can you elaborate on the concept of ‘Virtual Skill Transfer’ and its significance in today’s digital workplace? What role does in-depth feedback play in your training programs, and how does it contribute to long-term cultural change? For a PE firm considering your program, what are the key takeaways for their portfolio companies in terms of performance and productivity enhancement? Resources Mentioned: For information on the Collaborative Leadership Virtual Facilitation skills program www.terischwartzassociates.com Nestell & Associates Can Guide You in ERP Leadership Training. If you’re looking to revolutionize your approach to Virtual Leadership Training and organizational change within your Private Equity firm or portfolio companies, our team at Nestell & Associates is here to guide you. With our expertise in fostering dynamic transformations, we can help you navigate the complexities of the PE landscape. Contact us to discover how our tailored strategies can propel your business forward. Contact Us Today Related Episodes 92: Answer Intelligence: Elevating Business Communication & Leadership with guest Brian Glibkowski 90: Courageous Organizational Communication: A Model for Effective Workplaces with Guest Alex Lyon PhD 77: Organizational Culture for Effective Change Management with Guest Daryl Conner 75: The Science of Successful Organizational Change with Guest Paul Gibbons 66: Organizational Change – The Secret Sauce for Leading Transformational Change with Guest Ian Ziskin 55: Reframing Organizations: Artistry, Choice, and Leadership with Guest Dr. Lee Bolman Related Article – The ERP Organizational Change Success Blog ERP Leadership Matters: Leadership Theory and Practice Reflection De-risk Your ERP Project: Organizational Culture Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Transforming Supply Chains: Insights from SourceDay’s CEO Episode Overview In today’s episode, we delve into the world of supply chain management, exploring the challenges and opportunities in Transforming Supply Chains, and how technological innovations like SourceDay’s software are revolutionizing this space. With SourceDay’s CEO Insights, we’ll learn how stakeholders can leverage these advancements for greater profitability and efficiency. Stay with us to understand the landscape of supplier collaboration and get a glimpse of what the future holds in this sector. https://episodes.castos.com/5fc108e0462768-18027408/1636600/c1e-6p8vs1rn78iz2zx4-v0849v66h5r2-syplas.mp3 Meet the Guest – SourceDay’s CEO Insights Tom Kieley - Transforming Supply Chains CEO and Co-Founder of SourceDay As a veteran business owner, Tom knows how to recruit top talent and build a lean team to manage growth. He is also good at conveying company vision and goals to employees, partners, prospects, customers, and industry leaders. But it’s the execution of that vision that makes him such an asset for SourceDay. Tom wears many hats, but his priority is maintaining key relationships and providing oversight across SourceDay. His decade plus of experience in product management and operations, hardware and software sales and supply chain management fosters his creative ideas around how best to achieve the goals that lead to company success. LinkedIn Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Transforming Supply Chains: Key Discussion points 04:00 Segment 1: Unified Supplier Collaboration 13:22 Segment 2: Impacts of SourceDays’ Approach 20:26 Segment 3: The Future of Supply Chain Technology 31:12 Segment 4: SourceDays’ Differentiators 33:22 Golden Nugget: Key Takeaway or from the Conversation. Resources Mentioned: Website SourceDay Book Start-Up Lessons Learned Along The Way: Our SourceDay Journey – Tom Kieley & Clint McRee Connect with Tom tom.kieley@sourceday.com Ready for Smart Digital Transformation in Private Equity? Are you ready to take your private equity business to the next level with smart digital transformation? Nestell & Associates specializes in Smart Digital Transformation for Private Equity. Learn more about how our expert guidance and solutions are tailored to your needs. Visit Us Today Related Episodes – Smart Digital Transformations for Private Equity Episode 93: Smart Manufacturing in Industry 4.0: Technology & Operational Excellence with Guest Andrew Sparrow Episode 88: Niche ERP Success: Insights From CDR Software with Guest Jebb Maginnis Episode 86: The Power Of Data: The Dashboard Effect And Business Intelligence Strategies with Guest Jon Thompson Episode 84: Scaling Business Growth With Cloud ERP Solutions: Expert Insights with Guest Ralph Hess Episode 70: Software Development And Its Role In Digital Innovation, Digital Transformation, And ERP Success with Steve Douglas Episode 65: ERP Vendor: Let’s Explore Epicor, ERP Trends, And Differentiators with Guest Lisa Pope Episode 63: ERP Vendor: Let’s Explore Infor Differentiators For ERP Success with Guest Arsenen Rodriguez Episode 54: ERP Vendor: Let’s Explore Unit4 with Guest Claus Jepsen Episode 42: ERP: What Is Fulcrum with Guest Sunny Han Episode 27: ERP: What Is Microsoft Dynamics 365 with Guest Christiano Gherardini Related Article – The ERP Organizational Change Success Blog ERP Value Technology and the Future of ERP Organizational Change Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Explore Smart Digital Transformation for Private Equity In this episode, we delve into ‘Smart Digital Transformation for Private Equity.’ We’ll explore strategies to unlock value, discuss the role of the Digital Operating Partner, and navigate the digital transformation journey. Our goal is to offer insight to thrive in the world of PE mergers and acquisitions. https://episodes.castos.com/5fc108e0462768-18027408/1627893/c1e-2182f13p13a595ng-qxn40pv2idgo-mdrlsp.mp3 GUEST - Bruce Sinclair - Smart Digital Transformation for Private Equity Managing Partner @ DIGITAL OPERATING PARTNERS | Private Equity Bruce Sinclair is a business consultant whose 30-year career has encompassed high technology, business and investment. Operationally, he began as a mathematician and then programmer who quickly found his way to business through marketing. He worked his way through product marketing and brand management to be VP of Marketing for a large Microsoft subsidiary. After that, he was the CEO of a number of tech companies before moving into consulting. Bruce wrote the bestselling smart digital transformation book, IoT Inc, published by McGraw-Hill, and has certified hundreds of professionals with his ICIP program and over a hundred thousand more with his courses on LinkedIn Learning. Since 2015, he has advised companies on how to use smart digital transformation to create enterprise value – first as an independent consultant and then as an operating partner for a large middle-market private equity firm. Find out more at iot-inc.com and digitaloperatingpartners.com. X LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Episode Highlights Timeline: Smart Digital Transformation for Private Equity (07:09) Segment 1: Smart Digital Transformation in Private Equity Bruce, could you start by explaining what smart digital transformation means in the context of private equity, and why it’s more than just IT and digital marketing? How can private equity firms leverage high technologies like AI and IoT to create meaningful business value within their portfolio companies? (21:22) Segment 2: The Role of the Digital Operating Partner Bruce, you wrote a book called “The Private Equity Digital Operating Partner.” Could you tell us more about the concept and how it can benefit private equity firms? What specific or most common challenges do private equity firms face when it comes to digital transformation, and how does the Digital Operating Partner approach address them? You mentioned how you utilize modeling in a previous answer, Can you walk us through the value discovery process that DIGITAL OPERATING PARTNERS uses to identify untapped value within portfolio companies? (31:10) Segment 3: Future Trends in Digital Transformation Bruce, as a digital transformation thought leader, what future trends do you see emerging in the private equity digital transformation space in particular? (32:27) Golden Nugget Question As we wrap up this incredibly insightful conversation, I’d like to ask you for the ‘Golden Nugget’. Given all that we’ve discussed today, could you briefly summarize the key takeaways our listeners should remember? Based on these insights, what is the single most valuable piece of advice you would offer our listeners as they navigate their own journeys regarding private equity, value creation, and digital transformation? Ready for Smart Digital Transformation in Private Equity? Are you ready to take your private equity business to the next level with smart digital transformation? Nestell & Associates specializes in Smart Digital Transformation for Private Equity. Learn more about how our expert guidance and solutions are tailored to your needs. Visit us to today!! Related Episodes – Smart Digital Transformations for Private Equity 93: Smart Manufacturing in Industry 4.0: Technology & Operational Excellence with Guest Andrew Sparrow 91: Data in Digital Transformations: Creating Maximum Value from Data and Digital Assets with Guest Julia Bardmesser 41: Taking Smart Risks: How Sharp Leaders Win When Stakes Are High with Guest Doug Sundheim 39: The Smartest Person in the Room with Guest Christian Espinosa 32: Leadership, Innovation, and Technology with Guest John Rouda The ERP Organizational Change Success Blog What is Digital Transformation? Technology and the Future of ERP Organizational Change Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Industry 4.0 Insights on Harnessing Technology for Smart Manufacturing and Operational Excellence In this episode, we focus on the evolution of manufacturing in the Industry 4.0 era, highlighting Smart Manufacturing Insights. We delve into how changes in mindset and processes, driven by technology, are reshaping the sector. This discussion is particularly insightful for those in private equity, ERP organizational change, and mergers and acquisitions. We explore the integration of technology with traditional manufacturing practices, offering key strategies for operational excellence. Join us for a concise yet rich exploration of the future of manufacturing, where smart manufacturing insights meet practical application. https://episodes.castos.com/5fc108e0462768-18027408/1618225/c1e-484zigv7x7b909jr-7n774mg3tmvm-ekbdu3.mp3 GUEST - Andrew Sparrow WW Vice President: Software & Services XD Innovation I drive New Product Innovation & Optimization projects for companies using cutting-edge tech & software solutions to keep them at the forefront of the 4IRMy Service is the provision of permanent talent & project based sub-contracted resources in PLM, Smart Manufacturing & Platformization4.0I love & thrive in working with some of the world’s largest companies such as Airbus, Capgemini, Dassault Systemes, Ericsson, JLR, TOTAL, Siemens, Sony, Subsea7 & UnileverI’m a big people-person & have spent my life meeting as many people & cultures as I can. At my last count, I am lucky enough to have visited & done business in over 55 countriesSo far my community is approaching 20,000 & continues to grow as each day I try to bring value to that audience through my vlogs, blogs & podcasts X LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [07:46] Segment 1: The Mindset of Change Andrew, let’s start with the mindset. Why is it crucial for people in manufacturing to change their mindset, especially in the Industry 4.0 era? Andrew, you’ve discussed “start small, empower people & scale fast.” Can you shed light on how manufacturers can adopt this in their operations? You mentioned the value of leadership in your first two responses. With your experience in various global companies, how have you seen the resistance to change, especially at the leadership level, and how can it be overcome? You mentioned in the first question perfection. You have a bit of a mantra against waiting for perfection and promote execution. What is the balance between quality and speed in this transformation? [18:31] Segment 2: Agile Revolutions & Technological Innovations You talk about ‘Agile Revolutions.’ What does that mean? How do these tie into manufacturing, and why should companies pay attention? Ok, let’s dig a little deeper on this topic. Talk to us about the intersection of Smart Manufacturing and Agile methodologies. How do they complement each other? You mentioned in your intro that your experience with tech started with SAP. How do ERP platforms like these play into the broader picture of operational transformation? [24:02] Segment 3: The Future of Manufacturing & The Role of Technology We deal with PLM, given your current role as Vice President of Software & Services at XD Innovation, can you shed light on how PLM is revolutionizing the manufacturing industry? You speak of revolution which usually implies change. What is the significance of Digital Manufacturing & execution in the current market scenario? And How can manufacturers stay ahead of the curve? Can you share maybe a bit of a case study? You emphasize the integration of PPT or people, processes, and technology. Can you share a success story where this integration led to significant improvements? Transform Your Operations with Nestell & Associates Looking to harness the power of Smart Manufacturing Insights? Nestell & Associates is here to guide your journey into Industry 4.0. We provide expert solutions and strategies aligned with the insights discussed in today’s episode. Take the first step towards transforming your operations. Contact us to today to unlock the full potential of smart manufacturing in your business! Related Episodes – Smart Manufacturing Insights 92: Answer Intelligence: Elevating Business Communication & Leadership with Guest Brian Glibkowski 45: Private Equity: Leading Through M&A and ERP Disruption with Guest Constance Dierickx 41 Taking Smart Risks: How Sharp Leaders Win when Stakes are High with Guest Doug Sundheim 39: The Smartest Person in the Room with Guest Christian Espinosa 32: Leadership, Innovation, and Technology with Guest John Rouda The ERP Organizational Change Success Blog ERP Business Processes: Navigating the Balancing Act We share smart ERP solutions and success stories and promote organizational change and digital transformation success through industry trends and dedicated ERP professionals. Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Improving Business Communication In this episode we dive into a groundbreaking approach that’s at the forefront of improving business communication and leadership: Answer Intelligence, or AQ. This innovative concept is reshaping how we understand and implement effective communication strategies within the business realm. This approach, rooted in the science of questions and answers, offers a strategic framework for decision-making, leadership, and effective communication. As our business landscapes evolve, understanding and leveraging AQ can be the key to heightened influence and success. Delving into the nuances of AQ is not just enlightening but essential for our listeners involved in Private Equity, M&As, IT governance, and more. https://episodes.castos.com/5fc108e0462768-18027408/ab7ebbed-91fd-4f28-8042-f2825dfab8d5-Episode-Brian-Glibkowski.mp3 Guest – Business Communication Strategies Expert Brian Glibkowski PhD Dr. Brian Glibkowski is an author, researcher, and futurist passionate about the role of questions and answers in business and society. His journey started with his research on questions. He authored an article on questions that has been recognized by the Association of Human Resource Development as one of ten articles that will shape the 21st century. During his research on questions, one simple observation stopped him in his tracks. We know a lot about questions. We know very little about answers. In grade school we teach children about questions, not answers. Our children learn about the six wh-questions (why, what when, where, who, how) and they learn about open and closed questions. There is no typology of answers we teach our children. Journalists, physicians, sales reps, executive coaches, and almost all professionals have been trained in questions, not answers. Business books with question in the title outnumber books with answer in the title 3 to 1. His new book is Answer Intelligence: Raise Your AQ. The book introduces a new science of answers that is nominated for a 2022 Prose award for professional and scholarly excellence. The book rights have been purchased for translation into multiple languages. The AQ framework has been adopted by universities, including the Imperial College of London Business School (global top 20). Certified AQ Partners from the USA, UK, UAE, Australia, India, and elsewhere use AQ with forward thinking organizations around the world. Connect www.raiseyouraq.com More FREE AQ EXPLORATION TEST: https://www.raiseyouraq.com/explore.htmlBook: https://www.raiseyouraq.com/learn.html?data-anchor-link=bookTEDx: https://www.raiseyouraq.com/learn.html?data-anchor-link=tedx LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [04:06] Segment 1: The Science Behind AQ – Understanding Answer Intelligence (AQ) and Its Impact on Business Leadership Briefly explain the concept of Answer Intelligence (AQ) and its origins? Why are the six WH-questions so essential in business communication and decision-making? How does the AQ framework fit into the broader spectrum of leadership and effective communication? Your research indicated six answer types, including story, metaphor, and theory. Could you elaborate on how these answers can be used strategically in business scenario? [12:46] Segment 2: Elevating Business Communication strategies with AQ Your book highlights five High AQ practices that distinguish expert communicators. Could you briefly walk us through these practices? Provide real-life examples from renowned organizations like Salesforce and Boston Mutual Life Insurance, how have these entities leveraged AQ for better outcomes? The chapters in your book cover various forms of AQ, such as Sales AQ, leadership AQ, customer service AQ, and Coaching AQ. Can you provide our listeners with a sneak peek into how AQ can be tailored to different professional scenarios? AQ is a skill that can be developed, but can you tell our listeners more about how they can most effectively benefit from it? [27:55] Segment 3: AQ in Action – From Theory and Framework to Practice How have the principles of AQ played a role in your personal journey as an executive coach? Can you share a success story where a business leader or organization profoundly benefited from embracing AQ? For our listeners involved in Private Equity, Mergers & Acquisitions, and IT Governance, how can AQ be a game-changer? As someone at the forefront of this movement, where do you see the future of AQ, especially in the rapidly evolving business landscape? Inspired to elevate your organization by Improving Business Communication? If you’re seeking to enhance your corporate communication skills and implement effective business communication strategies, Nestell & Associates is here to guide you. We specialize in tailoring solutions that address your specific needs in improving business communication. Reach out to us today to see how we can help transform your organization’s communication dynamics and leadership approaches. Achieve your Organizational Goals - Reach Out Today! Related Episodes – Improving Business Communication Episode 90: Courageous Organizational Communication: A Model for Effective Workplaces with Guest Alex Lyon PhD Episode 75: The Science of Successful Organizational Change with Guest Paul Gibbons Related Articles Optimizing ERP Organizational Change with Effective Communication Stakeholder Group Diversity and Relationships in ERP Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

In this episode… We delve into the intricacies of integrating data into the modern digital landscape. Discover how to unlock the Digital Transformations Value that many leaders are tapping into. Uncover strategies and insights that have a profound impact on harnessing the full potential of digital resources and data, ensuring optimum returns and groundbreaking progress. https://episodes.castos.com/5fc108e0462768-18027408/99084274-9984-462a-b843-c23bd51bc327-Episode-Julia-Bardmesser.mp3 Guest Julia Bardmesser CEO of Data4Real, LLC, Julia is CEO of Data4Real, LLC, a Board Advisor to several fintech startups and Chair of Technology Advisory Council of Women Leaders in Data and AI (WLDA). She is a recognized thought leader in data driven digital transformation with over 25 years of experience in building technology and business capabilities that enable business growth, innovation, and agility. Julia has led transformational initiatives in many financial services companies such as Voya Financial, Deutsche Bank Citi, FINRA, Freddie Mac, and others. Julia is a much sought-after speaker and mentor in the industry, and she has received recognition across the industry for her significant contributions. She has been named to engatica 2023 list of World’s Top 200 Business and Technology Innovators; received 2022 WLDA Changemaker in AI award; has been named to CDO Magazine’s List of Global Data Power Women three years in the row; named Top 150 Business Transformation Leader by Constellation Research in 2019; and recognized as the Best Data Management Practitioner by A-Team Data Management Insight in 2017. She holds a Master of Arts in Economics from New York University. Connect www.data4real.com julia@data4real.com LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [04:11] Segment 1: The Genesis of Data Strategy in Digital Transformations Julia, can you share with our listeners what drew you to the world of digital strategy and data management? How have you seen the role of data evolve in the enterprise space, especially considering your time at leading organizations? Considering your experience in Artificial Intelligence (AI), how does AI intersect with data in driving digital transformation? What challenges do CEOs often face when trying to derive value from their data and digital assets? [14:43] Segment 2: Practical Insights into Data-Driven Business Strategies – Breakdown between tech and strategy When thinking about business strategy, how does data become the backbone for decision-making processes? You’ve worked with and advised several startups. How should emerging businesses approach their data strategies to gain a competitive edge? I know you look at and define digital transformation and strategy holistically; How do leadership dynamics play a role in shaping and executing a successful digital strategy? [23:03] Segment 3: The Future of Data in Digital Transformations and M&As Given your vast experience, where do you see the future of data-driven digital transformations heading? With respect to mergers and acquisitions in the private equity sector, how crucial is it for firms to have a robust data strategy? What are some emerging data products or tools that leaders/organizations should be aware of in this landscape? [38:05] Golden Nugget Question Julia, as we wrap up our discussion, I always like to ask our guests for a ‘golden nugget.’ Based on everything we’ve discussed today, what’s that one key takeaway, grounded in your knowledge and expertise, that our listeners can adopt to truly help them move the needle forward in their own endeavors? Seeking to uncover the true Digital Transformations Value in your enterprise? At Nestell and Associates, we specialize in guiding firms to harness the unparalleled potential of their data and digital strategies. Let’s elevate your business to the forefront of digital innovation. Reach out to Nestell & Associates today Related Episodes – Digital Transformations Value Episode 89: AI’s Role in ERP and Organizational Evolution with Guest David Shapiro Episode 86: The Power of Data: The Dashboard Effect and Business Intelligence Strategies with Guest Jon Thompson Episode 77: Organizational Culture for Effective Change Management with Guest Daryl Conner Episode 75: The Science of Successful Organizational Change with Guest Paul Gibbons Related Articles – Digital Transformations Value What is Digital Transformation & Why is it Important Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

In this episode, we focus on the importance of courageous organizational communication for creating high-performance workplaces. Our guest, a communication professor and coach, discusses his communication-based model of courage that centers around four themes: collaborative, upward, transparent, and engaging. We delve into the benefits of courageous ERP Organizational Communication Strategies for employees, leaders, and organizations, as well as strategies for creating a culture of open and honest communication. We also discuss common communication barriers in the workplace and how to overcome them, including the role of technology in communication. Our goal is to provide valuable insights and practical tips for private equity firms, their portfolio companies, and all stakeholders involved in ERP organizational change. https://episodes.castos.com/5fc108e0462768-18027408/e3a2d133-38ff-413c-b1c2-da956edfb42a-Episode-90-Alex-Lyon.mp3 Guest Alex Lyon, PhD Professor, Communication Coach, Author, & 500k Subscriber YouTube Creator. Alex Lyon is an Associate Professor and Chairperson in the Department of Communication at the College at Brockport, State University of New York. His area of study is Organizational Communication with an emphasis on leadership, power, and ethics. In 2016, he wrote Case Studies in Courageous Communication (Peter Lang Publishing). He has published original research in numerous peer-reviewed academic journals like Communication Monographs, Management Communication Quarterly, Journal of Applied Communication Research, and others. He earned his PhD in Communication from the University of Colorado, Boulder. Connect https://www.alexanderlyon.com YouTube @alexanderlyon LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode References Waldvogel, J. (2002). Some features of workplace emails. New Zealand English Journal, 16, 42-52. Mirivel, J.C, Lyon, A, “Positive Communication for Leaders: Proven Strategies for Inspiring Unity and Effecting Change”, https://www.positivecommunicationforleaders.com/ Episode Highlights Timeline We touch on some ideas in Alex’s first book “Courageous Organizational Communication Case Studies”. [04:36] Segment 1: The Importance of Courageous Communication Can you tell us more about your communication-based model of courage? How can leaders encourage and model courageous communication in their teams? [08:31] Segment 2: Creating a Culture of Courageous Communication In your experience, what are some of the biggest challenges and barriers organizations face in promoting open and honest communication? [10:21] Segment 3: Overcoming Communication Barriers How can individuals approach difficult conversations or conflicts in the workplace with courage and empathy? [13:28] Segment 4: Practical, Research-Based Strategies for Positive Leadership We dive into the new book, just released, “Positive Communication for Leaders: Proven Strategies for Inspiring Unity and Effecting Change” How can greetings create positive human contact? Can someone create and invite positive communications in workplace email communications? What do you mean in Chapter 3 when you write “ask to discover the unknown”? Why are compliments from Leaders effective leadership behavior? Why is it important for leaders to create a bond through disclosure? How can Listening help to transcend differences? What is the blueprint to Inspire unity and affect change? [32:53] GOLDEN NUGGET Lastly, in terms of ERP organizational change success, what is your golden nugget of advice for our listeners based on today’s conversation? Ready to Transform Your Workplace? If you’ve been inspired by our in-depth exploration of courageous ERP Organizational Communication Strategies and its impact on effective workplaces, it’s time to take action. At Nestell & Associates, we specialize in helping organizations like yours navigate the path to positive change. Why Choose Nestell & Associates? Expertise: With years of experience and a proven track record, we are leaders in the field of organizational culture and change. Tailored Solutions: We understand that every organization is unique. Our solutions are customized to meet your specific needs. Results-Driven: We’re committed to delivering tangible, lasting results that elevate your workplace. Don't Wait to Transform your Organization. Reach Out for a Consultation Today Related Episodes – ERP Organizational Communication Strategies Episode 77: Organizational Culture for Effective Change Management with guest Daryl Conner Episode 75: The Science of Successful Organizational Change with guest Paul Gibbons Episode 72: Human Capital Management with guest Brent Skinner Episode 49: ERP Organizational Change: Stakeholder Dynamics with guest Samantha Jung-Fielding Related Articles – ERP Organizational Communication Strategies Strategic Engagement of ERP Stakeholders: A Key to ERP Implementation Success Understanding Motivation: A Key to ERP Success Navigating and Influencing Organizational Culture Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

In this episode, we explore AI’s Impact on ERP and how it’s reshaping the future of Enterprise Resource Planning (ERP) and organizational evolution. As the business landscape rapidly shifts, our expert guest David Shapiro offers invaluable insights into the convergence of AI, business strategies, and the nuances of private equity. Tailored for Private Equity Firms, portfolio companies, and stakeholders in ERP organizational change, this episode is a crucial guide to navigating the future of business transformation. https://episodes.castos.com/5fc108e0462768-18027408/3bb6daaa-46bb-41ec-bb12-125424a9d2e7-Episode-89-David-Shapiro.mp3 Guest David Shapiro AI Thought Leader | Strategic & Product Consultation | Independent Researcher David has 16 years of IT infrastructure and automation experience and has worked for notable companies as Cisco Systems and Duke University. During that time, he developed an interest in AI, ML, and large-scale automation. With the advent of generative AI technology, David pivoted to promote his independent research and experiments on GitHub and YouTube, amassing more than 60,000 subscribers at the time of recording. David’s work in enterprise scale IT cloud and automation, combined with his expertise in AI gives him a unique perspective on the impact that AI will have at all levels of a business. Connect https://www.patreon.com/daveshap https://www.daveshap.io/ YouTube @creativedataresearch3835 LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [06:10] Segment 1: AI’s Impact on Business Systems and ERP In your popular videos, you discuss how AI can create a post-scarcity leisure class, where corporations can produce more with less. Let’s talk about this in the context of business systems and ERP. Post-Singularity Predictions – How will our lives, corporations, and nations adapt to AI revolution? Post-Labor Economics: What happens when AI changes work forever?, https://www.youtube.com/watch? How can AI redefine ERP and other business systems, particularly in the context of increasing productivity and reducing workforce? Speaking of harm the bus…..Do you have any thoughts on this…….What changes do you foresee in financial systems and policies and regulations due to AI, and how might this impact ERP structures? [12:39] Segment 2: Global Collaboration in AI Development You have another video about the importance of global collaboration and dialogue in AI development. Let’s draw parallels to that discussion. The AGI Moloch: Nash Equilibrium, Attractor States, and Heuristic Imperatives: How to Achieve Utopia” How can such collaboration shape AI’s evolution in business and ERP contexts? What role could regulatory frameworks play in promoting ethical AI use in corporate landscapes? Let’s chat more about the ‘Alignment and Control problem”, How might the Heuristic Imperatives guide the pursuit of positive outcomes in AI development and application within businesses? Your solution to all of this is what you call “heuristic Imperatives”, Can you please elaborate? [22:44] Segment 3: AI, People, and Organizational Change Regarding your video about Ray Kurzweil’s (Curts-While) prediction of biological immortality and its implications, let’s bring it back to AI’s potential role in organizational change.” logical Immortality by 2030: Social & Economic Implications + Some Predictions!, You state in this video that “compounding returns and that it is nearly impossible to predict how new technologies will recombine specifically accurately. AI, nanotech, genetics, quantum computing, and other scientific breakthroughs will almost certainly combine in unexpected ways.” You then alluded to the iPhone…. When you think of the impact from more of a social perspective, How could advancements in AI catalyze organizational change in M&A environments? What strategies should businesses adopt in order to manage changes that come with AI implementation? What we do know is that Corporate culture is crucial to ERP organizational change success. Could the emergence of new tech domains and markets due to AI influence corporate culture and employee engagement? [35:35] Segment 4: AI in Post-Labor Economics and its Impact on Businesses You’ve talked about post-labor economics in your videos. I’m intrigued to discuss its relevance to ERP organizational change. How could the shift to post-labor economics affect businesses and their ERP or business systems? AI can fundamentally change the relationship between human labor and business. How might re-distributive policies such as universal basic income impact businesses, ERP, and business systems? I am sure that this is a pretty unique question. But In the context of post-labor economics, how can new measures of well-being, like the Well-Being Index or Maslow’s hierarchy of needs, be integrated into future ERP systems? [44:20] Segment 5: AI and Business Strategy Drawing from your video on Elon Musk’s focus on AI and its alignment with human goals, I have a couple of questions regarding strategic implications of AI in business. Elon Musk xAI “Maximize Understanding of the Universe” [This is the best news all year] How can businesses, especially those involved in M&A, incorporate AI into their strategic planning, keeping the objective function of maximizing understanding in mind? What strategies can businesses employ to ensure that their AI initiatives align with human curiosity and the goal of understanding? [52:20] Segment 6: Optimism about the Future of AI You mention in your video DeepMind, OpenAI, Microsoft, Oxford: Global AI Research & Regulation is Coming that you are deeply optimistic about the future of AI. Why? But I also know that you are not saying that AI is a “Salvation Fantasy: The False Promise of Utopia, FDVR, Escapism, and Techno-Optimism”, I know you discussed this in two different videos, but why do you feel optimistic at the same time saying that AI isn’t a “Salvation Fantasy”? Do you believe in an AI balance? Why? Harness the Power of AI in Your ERP and Drive Transformative Change! Our specialized services are tailored for Private Equity Firms and their portfolio companies, ensuring seamless integration and maximized returns. Dive into the future of business transformation with us. Get in touch today to revolutionize your strategies!" Related Episodes – AI’s Impact on ERP Episode 85: Harnessing AI for ERP Innovation: Balancing Growth, Ethics, and Governance Episode 50: Digital Transformation using Emerging Technologies Episode 38: How Artificial Intelligence is Transforming the ERP Systems Related Articles – AI’s Impact on ERP Artificial Intelligence and the Future of ERP Organizational Change Technology and the Future of ERP Organizational Change What does Enterprise Resource Planning (ERP) Organizational Change and Artificial Neural Networks have in Common? Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Episode 88 Niche ERP Success: Insights from CDR Software In this episode, we delve into the intricacies of niche ERP solutions success with valuable insights from a leader of a top-tier software vendor. We dissect the defining aspects of ERP, discuss its unique advantages, and uncover the subtleties of product differentiation in the competitive ERP market. We also explore the vital interplay between technology, people, and process, revealing trends, challenges, and success factors in the ERP niche. This episode is essential for those striving for business process improvement and organizational change through successful ERP implementation.” https://episodes.castos.com/5fc108e0462768-18027408/c0eb2ebb-b787-4486-9328-3f769ddbcaf8-Episode-88-Jeb-Maginnis.mp3 Guest Dr. Jebb Maginnis President, Creative Data Research Jebb Maginnis has 33 years of experience leading and managing CDR Software, a software development company focused on providing an ERP system to wholesale distributors in the Convenience Products Industry. Maginnis is skilled in operations management, business development, business process improvement, budgeting, and sales. Maginnis works closely with CDR Software’s development team to deliver industry-specific software to the convenience distribution vertical market. Prior to joining CDR Software, Maginnis was president of Maginnis Oil Company, a bulk fuel supplier which also operated a chain of convenience stores. Connect cdrsoftware.com | Ph: 985-626-8408 x326 Linkedin Company Profile YouTube @creativedataresearch3835 LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [05:00] Segment 1: General Understanding of ERP1. How would you define ERP for our listeners who may not be familiar with the term?2. There are many “Tier 1” players that provide ERP functionality. In your opinion, what are the benefits of choosing a niche ERP platform and partner?3. From your experience, how would you describe the success rates of ERP implementations in the field?4. If you were to lead a kickoff meeting for an organization just starting an ERP implementation, how would you define and describe ‘success’ in terms of an ERP organizational change? [10:50] Segment 2: Understanding the Product – Creative Data Research5. What is CDR? And who are your customers?6. Your website mentions “CDR is adept at anticipating industry trends and delivering advanced proven technologies “. How does this set your product apart from others in the market?7. In a very competitive market, how are you different, technology-wise, from other ERP vendors such as Oracle, SAP, Infor, etc.? [14:09] Segment 3: The People Aspect8. Let’s set technology aside for a moment. What is your approach to helping customers implement and realize improvements in their business?9. As an ERP software company, you sell and implement software, but what would you say is the largest influence on ERP organizational change success? Is it the people, the process, or the tech? [21:48] Segment 4: The Technology10. Looking at trends and emerging technology, what do you see as their relevance to ERP in general, and to your product specifically? [23:57] Segment 5: The Process11. ERP can be quite challenging. In your experience, what is more likely: nearly perfect success with no major challenges, or success after enduring some challenges due to organizational culture?12. Implementation process and methodology are crucial. How does your implementation process/methodology differentiate from other ERP players?13. What are your thoughts on ERP software customization? Is there a danger of too much customization, and where do you draw the line?14. Would you agree that ERP system selection is one of the most crucial decisions to be made during an ERP organizational change endeavor? Why? And what are some key factors to consider when deciding upon an ERP solution? [29:50] Golden NuggetGiven all that we’ve discussed today, could you sum up one key takeaway or ‘Golden Nugget’ that our listeners should remember? And could you advise our listeners how to take this knowledge and apply it, to truly make a difference in their ERP journey? Leverage the power of ERP to drive your business forward! At Nestell & Associates, we specialize in providing strategic consulting services tailored for private equity firms and their portfolio companies. Our experts can help you navigate the complex landscape of niche ERP implementation, ensuring you make the most out of your investments. Get in touch with us today to learn how we can help you achieve success in ERP organizational change. Let’s turn these insights into action together! We are Expertly Positioned to Help! Related Episodes – Niche ERP Solutions Episode 71: Exploring SAP Business One and SAP Business ByDesign ERP Products with Russel DeLapp Episode 70: Software Development and its Role in Digital Innovation, Digital Transformation, and ERP Success with Steve Douglas Episode 65: ERP Vendor: Let’s Explore Epicor, ERP Trends, and Differentiators with Lisa Pope Episode 63: ERP Vendor: Let’s Explore Infor Differentiators for ERP Success with Arsenin Rodriguez Episode 62: Industry 4.0: MES and OEE Value Proposition with Oskar Schwartz Episode 26: Niche ERP and Competitive Differentiators with Craig Skonieczny Related Article What is the Best ERP for Small Business? What Is the Business Value of ERP Systems Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... Related Article ERP Achievement: The Elevator Pitch About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Episode 87 Organizational Transformation in ERP: Strategies for, Cultivating Culture, and Unleashing Innovation In this episode, we discuss the dynamics of organizational transformation in ERP. With insights from a seasoned expert at a premier leadership development firm, we explore tactics to boost high-performing teams and strategies for strategic alignment. Learn how to cultivate a customer-centric culture and energize your innovation funnel, bringing unparalleled value to stakeholders in ERP Organizational Change across Private Equity portfolio companies. https://episodes.castos.com/5fc108e0462768-18027408/de0af7fa-4983-4039-86b0-2d1d3af16f25-Episode-87-Margaret-Gorman.mp3 Guest Dr. Margaret Gorman Vice President, Denison Consulting LLC Dr. Margaret “Gorman is an experience OD scholar-practioner, consultant and educator focused in the area of transformational change, leadership, culture, and learning within and across workplace systems. For over three and half decades, Dr. Gorman has guided managers and leaders working in not-for-profit, for profit, education, government, healthcare, financial services, energy, and military organizations to design effective workplace learning systems that enhance the innovative capacity. Her consulting expertise centers on organizational design, designing change interventions, executive teams and strategy formulation, program evaluation, and individual, group, and organization development. Dr. Gorman received her doctorate in Organizational Studies from GWU in 2004. She’s held faculty positions at George Washington University, Northeastern University, and University of Louisville, teaching executive courses for experienced professionals. Dr. Gorman served as co-editor of international book series “The Palgrave Studies of Organization in the Digital Era;” she published chapters in “The Palgrave Handbook of Organizational Change Thinkers” and in “Advancing Doctoral Leadership Education.” She regularly presents at national and international conferences; she serves on various governing boards; has served as a reviewer for the British Journal of Management and Leadership Quarterly, including a special issue on “Leadership and Complexity”; founding member of GW’s Women’s Leadership Institute (2005); founding member of an international network of faculty directors of an alternative doctoral program. She’s received awards for her outstanding service and contribution, including the inaugural recipient of the Academy of Management’s MOC Contribution Award; GWU’s Outstanding Alumni Award; and consecutive nominations for Excellence in Teaching at Northeastern University. Connect mgorman@denisonculture.com | Ph – 202-425-7111 Denison Website: https://denisonconsulting.com/ Learn Who Denison Is: https://www.youtube.com/watch?v=LyNQIL8W6WM LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Mentions “Management Consulting In The Era of the Digital Organization”, https://www.infoagepub.com/products/Management-Consulting-in-the-Era-of-the-Digital-Organization Episode Highlights Timeline Segment 1: Organizational Culture [07:54] Margaret, how do you define organizational culture? [09:01] Why does organizational culture even matter in large scale organizational change? How do we know? Segment 2: Boosting High-Performing Teams [12:00] What are your strategies for boosting high-performing teams to accelerate teamwork in the workplace? [15:04] How do you measure the effectiveness of these strategies? Segment 3: Strengthening Clarity & Alignment for Strategy Execution [18:27] How do you approach strengthening clarity and alignment within an organization to better execute strategy? Segment 4: Cultivating Customer-Centric Culture & Celebrating Team Members [20:32] In your experience, what are the key elements in cultivating a customer-centric culture, and how does this tie in with celebrating every team member? [23:00] Can you share an example of a company that has successfully implemented this approach and the impact it had? Segment 5: Energizing Innovation Funnel & Collaborative Practices [25:52] Can you discuss your approach to energizing the innovation funnel and fostering collaborative practices? How do these factors contribute to the overall success of an organization? [28:14] Is there a relationship between a positive culture and high-performing organizations and how do we know? Golden Nugget [36:58] Given all that we’ve discussed today, could you briefly summarize the key takeaways our listeners should remember? And based on these insights, what is the single most valuable piece of advice you would offer our listeners as they navigate their own journeys in organizational transformation? Are You Ready to Elevate Your Organizational Game and Navigate Change more Effectively? Our team of experts specializes in boosting high-performing teams, fostering customer-centric cultures, and energizing innovation funnels. We can guide your organization’s transformation journey, empowering you with the tools and strategies you need to accelerate in the marketplace. Contact us today to learn how we can support your team in strengthening clarity and aligning strategies for successful organizational transformation in ERP. Take the First Steps Today! Related Episodes – Organizational Transformation in ERP Episode 78: Jobs-to-be-Done Theory & ERP Change: Interview with the Author with Guest Tony Ulwick Episode 77: Organizational Culture for Effective Change Management with Guest Daryl Conner Episode 75: The Science of Successful Organizational Change with Guest Paul Gibbons Episode 74: Building an ERP Strategy and Roadmap with Guest Lisa Highfield Episode 55: Reframing Organizations: Artistry, Choice, And Leadership with guest Dr. Lee Bolman Episode 51: ERP Organizational Change: How Leaders Can Prepare with guest Maureen Metcalf Episode 46: ERP Organizational Change: Process, Practice, and Management with guest David Amborski Episode 44: An ERP Critical Success Factory: Organizational Learning with guest Dr. Clark Quinn Related Article ERP Culture: Transforming Organizational Change into Triumph ERP Achievement: The Elevator Pitch Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

In this episode, we delve into how data-driven companies are revolutionizing their strategies by leveraging data for business growth. We explore the power of “The Dashboard Effect,” a transformative concept that uses business intelligence, real-time analytics, and performance metrics to fuel success. Our guest, Jon Thompson a seasoned expert and founder of a leading business intelligence firm, shares valuable insights on how data-driven companies can foster a culture of ownership and strategic thinking. Designed to bring value to Private Equity Firms, their portfolio companies, and stakeholders involved in ERP Organizational Change, this episode offers practical advice on leveraging data for business growth, adopting data-driven strategies, harnessing the power of business dashboards (The Dashboard Effect), and leveraging industry-specific BI solutions to accelerate growth and improve decision-making across the organization. The ERP Objective: Business Modeling Via Transactional Discipline https://episodes.castos.com/5fc108e0462768-18027408/c7dee2da-d43c-4358-b5ef-3042db8caa95-Episode-86-Jon-Thompson.mp3 Guest: Jon Thompson Jon Thompson Jon Thompson, author of The Dashboard Effect, is co-founder and Chief Strategy Officer at Blue Margin, Inc. Jon and his brother, Brick Thompson, have founded several companies, including Vercuity, a data analytics firm that grew to over 500 employees and was backed by One Equity Partners. Their current company, Blue Margin Inc., founded in 2011, helps private equity and mid-market companies quickly convert growth plans into automated dashboards, the short path to data-driven operations. Their mission is to accelerate clients’ growth through real-time visibility into performance metrics, promoting team alignment and accountability. Jon believes that “most business problems come down to poor visibility,” a message he delivers to corporate audiences, citing industry experts and best-practice case studies from over 250 clients. Jon offers concrete, practical steps for management teams who want to quickly mobilize data to drive growth. Email: jon@bluemargin.com | Phone: 970.214.1652 LinkedIn Connect Website: www.bluemargin.com Subscribe to our newsletter Follow us on LinkedIn Follow us on Facebook Episode Mentions Our book, The Dashboard Effect (let us know if you’d like a hard copy) Industrial Case Studies Stakeholder Survey Expert Insights Interviews The Dashboard Effect podcast Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [05:34] Segment 1: The Dashboard Effect and Blue Margin1. Can you explain the concept of “The Dashboard Effect” and how it can help companies better harness their data? 2. How did you come up with the idea for Blue Margin, and what makes it unique in the field of business intelligence? 3. Can you walk us through Blue Margin’s proven process for helping mid-market companies become data-driven? 4. How do you adapt your solutions (or do you?) to different industries like, Healthcare, Manufacturing, Distribution, Commercial Services, and Legal? [16:18] Segment 2: Building a Data-Driven Culture1> Do you think data intelligence is the next great differentiator in business, and would you say most companies are failing to capitalize on it? 2. When it comes to a data-driven culture, one thing is for certain, not all are created equal…..How can data-driven companies create a culture of ownership where each employee is empowered with the visibility into performance metrics needed to drive motivation and strategic thinking? 3. What are some common challenges you and your team has seen in companies trying to adopt a data-driven approach, and how can they overcome them? 4. Can you share a success story of a company that has transformed its operations and decision-making by leveraging “The Dashboard Effect”? [27:40] Segment 3: The Dashboard Effect Book and Lessons Learned1. What inspired you to write the book, “The Dashboard Effect,” and what key takeaways can readers expect from it? 2. For companies considering implementing business intelligence solutions, what advice would you give them to ensure success? Are you looking to harness your data effectively and drive growth? At Nestell & Associates, we specialize in helping private equity firms and their portfolios leverage data-driven strategies. Don’t let your data assets go underutilized. Click below to learn how we can help you embrace the future of business intelligence. Take action Now! Business Intelligence – Related Episodes Episode 85: Harnessing AI for ERP Innovation: Balancing Growth, Ethics, and Governance with Guest Clara Durodie Episode 84: Scaling Business Growth with Cloud ERP Solutions: Expert Insights with Guest Ralph Hess Episode 50: Digital Transformation using Emerging Technologies with Guest Fawad Khan Episode 14: The Value of Business Intelligence: Understanding and Measuring Operational Issues – Part Two with Guest Tim Van Miegham Episode 13: The Value of Business Intelligence: Understanding and Measuring Operational Issues – Part One with Guest Tim Van Miegham Episode 12: Business Intelligence and ERP Systems: A Conversation on Emerging Technology, Innovative Ideas, and Success Factors with Guest Daniel O’Leary Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

In this episode, we explore AI in ERP. The impact of AI on ERP systems and organizational change, focusing on ethical implications, innovation, and governance. Our expert guest shares valuable insights on AI-driven transformation, risks, and best practices, providing valuable guidance for private equity firms, portfolio companies, and stakeholders involved in ERP organizational change. Tune in to learn how AI is revolutionizing enterprise resource planning and shaping the future of business systems. https://episodes.castos.com/5fc108e0462768-18027408/4dfcfdfe-fce5-4373-9ad2-372ad1e74112-Episode-85-Clara-Durodie.mp3 Guest: Clara Durodie Board Member • Fintech, AI Risks, Governance & Artificial Intelligence | Speaker, Author, Investor Follow www.clara-durodie.com More about Clara Clara Durodié is a highly regarded expert in AI governance, fintech, and digital transformation, with over 25 years of experience in financial technology and finance. Clara is a senior trusted advisor to management teams, boards of directors, private equity and venture capital firms and their portfolio companies. As the founder and CEO of Cognitive Finance Group, Clara also advises financial institutions, fintechs, technology firms, and governments on the ethical use of AI to drive innovation and growth. Clara is widely recognized as a thought leader in AI and has been featured in leading publications such as Financial Times and Forbes. She’s also a popular keynote speaker at high-profile events like SIBOS, Money 2020, Point Zero Forum, Innovate Finance Global Summit, AI World, SCxSC, Fin/Sum. She has been invited as a guest lecturer by leading universities like the University of Oxford, MIT and LBS. In 2019, she was invited to join the teaching team at the Oxford AI course. As an author, Clara has written the book “Decoding AI in Financial Services: Business Implications for Boards and Professionals”, publishes the weekly newsletter “Decoding AI® Board Briefing” and hosts the “Decoding AI® Podcast.” Her academic research interest sits at the intersection of neuroscience, AI and wealth management. Prior to 2014, Clara served in leadership roles in European asset & wealth management, is a member of the Chartered Institute for Securities and Investment (UK), has a Certificate in Investment Management (UK) and holds a Master’s degree from the University of Oxford. Based in London, Clara works with a diverse range of international clients. Expertise:• AI risk and AI governance• Data + technology ethics • Fintech• Digital transformation• Corporate innovation + growth• Geopolitics and geosecurity of AI • Digital Economy• Science and Innovation Policy• Investments in AI• Startups growth and product development • Polymath with multidisciplinary analysis + synthesis skills Host & Founding Partner of Nestell & Associates Follow Episode Highlights Timeline Segment 1: Ethical Implications of AI in ERP [06:16] What are some ethical considerations that organizations should keep in mind when implementing AI in their ERP systems? [16:34] How can companies ensure they’re using AI ethically in their ERP and organizational change processes? Segment 2: AI Driving Innovation and Growth in ERP [35:31] How do you see AI transforming the way companies approach ERP and business systems in the coming years? [43:35] Can you share some examples of how AI has driven innovation and growth in ERP systems for organizations you’ve worked with? Segment 3: AI Risks, Governance, and Geopolitics [46:25] What are the major risks and challenges organizations face when implementing AI in their ERP systems, and how can they mitigate them? Can you discuss the importance of AI governance in ERP systems and share some best practices? [52:12] Golden Nugget of advice based on this conversation: Related Episodes & Blogs Episode 50: Digital Transformation using Emerging Technologies with guest Fawad Khan Episode 39: The Smartest Person in the Room with guest Christain Espinosa Episode 38: How Artificial Intelligence is Transforming the ERP Systems with guest Sam Goundar Episode 32: Leadership, Innovation, and Technology with guest John Rouda Episode 12: Business Intelligence and ERP Systems: A Conversation on Emerging Technology, Innovative Ideas, and Success Factors with guest Daniel O’Leary Artificial Intelligence and the Future of ERP Organizational Change Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... Are you ready to leverage the power of AI in your ERP systems while maintaining ethical practices and strong governance? Our team of experts is here to help private equity firms, portfolio companies, and stakeholders navigate the complex landscape of AI and ERP organizational change. Don’t miss out on the incredible opportunities AI can bring to your organization. Contact us today to learn more about our tailored solutions. Start transforming your ERP systems with confidence! About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

In this episode, we explore the power of cloud ERP solutions for driving business growth and scaling. We delve into industry-specific strategies that address common challenges and contribute to sustained expansion. Our expert guest Ralph Hess shares valuable insights on achieving impressive growth rates, streamlining scaling processes, and fostering thoughtful business growth through tailored ERP implementation techniques. This episode brings immense value to private equity firms, their portfolio companies, and all stakeholders involved in ERP organizational change. https://episodes.castos.com/5fc108e0462768-18027408/5846fbd0-f123-417c-af28-2950f8024884-Episode-84-Ralph-Hess.mp3 Guest: Ralph Hess Executive Vice President Sales and Marketing at Navigator Business Solutions Follow More about Ralph Ralph has over 30 years of experience in helping companies solve their business problems with technology. Throughout his career, he has worked with multiple publishers including IBM, Epicor, and Microsoft. For the last 15 years, he has focused on supply chain companies and solutions specifically in the SAP ERP portfolio. Ralph leads the sales team with a philosophy that is focused on first understanding customers’ business challenges, then matching solutions within cloud-based business management software that solve their specific business needs. Connect with Navigator Business Solutions www.nbs-us.com Follow Follow Follow Follow Host & Founding Partner of Nestell & Associates Follow Episode Highlights Timeline Segment 1: Driving Cloud ERP Growth and Overcoming Industry Challenges 03:55 Question 1: Ralph, could you share with us the key factors that contributed to achieving 25% cloud ERP growth for two years in a row at Navigator Business Solutions? 06:20 Question 2: In your experience, what are the common challenges businesses face when trying to grow their cloud ERP, and how do you address them? How does Navigator Business Solutions’ industry-specific approach contribute to this growth? Segment 2: Streamlining Business Scaling with Unified Cloud ERP Solutions 08:30 Question 4: Ralph, can you explain the process of scaling from early-stage to full commercialization using a single cloud solution? 11:55 Question 5: What are some of the benefits of using a single cloud solution, as opposed to multiple solutions, or even on-prem for businesses in various industries? 15:00 Question 6: you touched on this but let me ask you a common CxO question during the sales process. How does Navigator Business Solutions ensure a seamless transition for businesses as they scale? Segment 3: Fostering Thoughtful Business Growth through Tailored ERP Strategies 23:33 Question 7: Ralph, what drives your passion for helping businesses grow and scale thoughtfull 25:59 Question 8: Can you share a specific success story of a company that you have helped scale through ERP solutions? 30:00 Question 9: What advice do you have for private equity firms and their portfolio companies when it comes to selecting ERP solutions? GOLDEN NUGGET 35:54 Question 10: Lastly, what is your golden nugget of advice for our listeners based on today’s conversation? Related Episodes Episode 83: Boosting ERP Efficiency with Autodesk Vault Integration with Guest Milt Capsimalis Episode 74: Building an ERP Strategy and Roadmap with Guest Lisa Highfield Episode 71: Exploring SAP Business One and SAP Business ByDesign ERP Products with Guest Russell DeLapp Episode 70: Software Development and its Role in Digital Innovation, Digital Transformation, and ERP Success with Guest Steve Douglas Episode 68: ERP Success: Practitioner Pointers with Guest David Ogilvie Episode 67: ERP Success: Practitioner Insights with Guest Bret BeauBouef Episode 65: ERP Vendor: Let’s Explore Epicor, ERP Trends, and Differentiators with Guest Lisa Pope Episode 63: ERP Vendor: Let’s Explore Infor Differentiators for ERP Success with Guest Arsenin Rodriguez Episode 62: Industry 4.0: MES and OEE Value Proposition with Guest Oskar Schwarz Episode 54: ERP Vendor: Let’s Explore Unit4 with Guest Claus Jepsen Episode 42: ERP: What is Fulcrum with Guest Sunny Han Related Blog Posts ERP System Selection: Where to Start ERP System Selection: Where to Start When Selecting an ERP System Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... Are you looking to drive sustainable growth and scale your business with the power of cloud ERP solutions? Our team of experts is here to help! We offer tailored, industry-specific strategies to overcome challenges and implement the perfect ERP solution for your organization. Don’t miss the opportunity to unlock your business’s full potential. Start Your Journey Towards Streamlined Growth and Success! About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

In this episode, we explore ERP Efficiency with Autodesk Vault Integration. In this episode we dive into ERP Efficiency with Autodesk Vault Integration. We look specifically at the challenges and solutions related to data management, automation, and integration in the manufacturing sector, focusing on the impact of substandard data management practices. We discuss how tailored solutions and how to improve ERP Efficiency with Autodesk Vault Integration for Autodesk Vault customers can enhance data management processes, the benefits of powerGate, and the value of comparing multi-level BOMs before transferring them to ERP. Furthermore, we delve into deep CAD integration, data compliance, and the significance of connecting Autodesk to other business systems PLM, ERP. Throughout the episode, we aim to provide valuable insights for Private Equity Firms, their portfolio companies, and all stakeholders involved in ERP Organizational Change, learning from the experiences of an industry expert who leads North American Operations and Business Development at a high-tech software company. https://episodes.castos.com/5fc108e0462768-18027408/9bfb29c1-4964-4cf3-afb3-0e61c949311c-Episode-83-Milt-Capsimalis.mp3 Guest: Milt Capsimalis Head, North American Operations and Business Development at coolOrange Follow More about Milt Milt started as a graphics developer making the early CAD world safe for 3D. He joined the AutoCAD development team in 1989 when Autodesk acquired Ithaca Software. Since then he has written CAD and PDM software, managed development and business development teams and sat on the World Wide Web Consortium. He now heads up coolOrange’s North American Operations building PDM/PLM solutions for manufacturers of all kinds. Connect www.coolorange.com milt.capsimalis@coolorange.com coolOrange Blog Follow Follow Follow Follow Follow Host & Founding Partner of Nestell & Associates Follow Episode Highlights Timeline [04:12] Segment 1: Impact of Substandard Data Management Practices1. Milt, can you explain how substandard data management practices can impact technical resources and ultimately lead to wasted time and effort? 2. Research suggests that companies can lose up to 20% of their technical resources’ time on non-productive data management tasks. How does coolOrange’s tailored solutions for Autodesk Vault customers help address this issue? [08:45] Segment 2: PowerGate and Multi-level BOM Comparison3. Can you give our listeners an overview of what powerGate is and how it benefits your clients? 4. Integration experience with Plm, procurement, ERP… Comparing multi-level BOMs before transferring them to ERP provides transparency between Vault and ERP.) Can you explain the value of this process and how it works in the context of coolOrange’s solutions? [13:18] Segment 3: Deep CAD Integration and Data Compliance 5. How does coolOrange’s deep CAD integration add value to your clients, and what sets it apart from other solutions in the market?(Extend user experience, automation, central source of truth, data compliance) 6. Data compliance is a significant concern for many companies. Can you tell us more about how coolOrange’s solutions ensure data compliance?(Audits, flow management, digital signature) [21:40] Segment 4: Connecting Autodesk to PLM and Implementation Methodology 7. What is the value of connecting Autodesk to PLM, and what tools does coolOrange use to facilitate this connection? 8. Can you give us an overview of coolOrange’s implementation methodology, and how it ensures a smooth and efficient transition for your clients? Making systems work for business requires addressing people, processes, and technology Biggest challenges technically Biggest challenges with implementation Biggest metrics that demonstrate real ROI. [40:57] GOLDEN NUGGET 9. Lastly, what is your golden nugget of advice for our listeners based on today’s conversation? Related Episodes Episode 71: Exploring SAP Business One and SAP Business ByDesign ERP Products with Guest Russell DeLapp Episode 70: Software Development and its Role in Digital Innovation, Digital Transformation, and ERP Success with Guest Steve Douglas Episode 65: ERP Vendor: Let’s Explore Epicor, ERP Trends, and Differentiators with Guest Lisa Pope Episode 63: ERP Vendor: Let’s Explore Infor Differentiators for ERP Success with Guest Arsenin Rodriguez Episode 62: Industry 4.0: MES and OEE Value Proposition with Guest Oskar Schwarz Episode 54: ERP Vendor: Let’s Explore Unit4 with Guest Claus Jepsen Episode 42: ERP: What is Fulcrum with Guest Sunny Han Related Blog Posts ERP Business Processes: Navigating the Balancing Act What Is the Business Value of ERP Systems Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode Overview - AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode Overview - AI-Driven Digital Transformations In this episode, we're focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where... Did Today's Episode Resonate with Your Current Challenges in ERP and Organizational Change? At Nestell & Associates, we specialize in providing tailored solutions for these complexities. We understand the unique needs of the private equity industry and are committed to delivering strategies that drive growth and efficiency. Don’t let the challenges of ERP and vault integration stand in your way. Reach out to us at Nestell & Associates. Let's Transform your Challenges into Opportunities Together About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates is a highly specialized IT and ERP change management consulting firm that serves as a business-savvy, tenured, and highly technical-proficient business partner to private equity firms. We provide expert vendor-neutral IT and ERP services necessary to support their business objectives. Our team of experts excels at organizational change, preparedness, and digital transformation success. Our approach has been proven to be successful by focusing on key areas such as organizational culture, change, and readiness, we’ve helped our clients achieve their IT and ERP business objectives from improving IT security to managing complex transformational M&A initiatives. We are passionate about helping our clients succeed and achieving positive outcomes. Our goal is to provide the most efficient, organized, experienced, and productive professionals in the industry to implement processes, resources, and technology that will give our private equity partners a competitive advantage and deliver real return on investment. Learn More! Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: Follow Follow Follow Follow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com