Unleashed - How to Thrive as an Independent Professional

Will Bachman
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Unleashed explores how to thrive as an independent professional.

  1. 3d ago

    651. Chad Oakley, Current State of the Consulting Market in 2026

    Show Notes: The conversation opens with an overview of the consulting market, mentioning the impact of interest rates, private equity, and AI on the industry. Chad shares his background, including his career at Deloitte Consulting, Bain, and Charles Aris, and the focus of his strategy recruiting practice. Chad explains the shift in Charles Aris's business from Fortune 500 strategy placements to private equity and portfolio companies. He details the types of roles his team places, including general strategy, chief of staff, transformation, and integration roles. Four Phases in the Consulting Industry Chad highlights the growth of private equity and its impact on the consulting market, including the increase in demand for consulting services. Chad outlines the four phases the consulting market has gone through over the past 24 months: downturn, rebound, downturn, and growth. Chad explains the impact of higher interest rates and tariffs on the consulting market, leading to reduced investments and consulting services. AI Growth Phase Chad discusses the rebound in 2025 due to lower interest rates and private equity adapting to the new normal. He highlights the current growth phase driven by AI and the understaffing of consulting firms due to previous downsizing. Chad emphasizes the candidate-driven market and the increased demand for consulting services, particularly in AI and go-to-market initiatives. Private Equity Chad identifies private equity and services firms (white and blue collar) as the two primary industries with high demand for consulting services. Chad explains the growth of private equity and its focus on due diligence and value creation initiatives. Chad discusses the impact of AI on due diligence, including commercial, operational, and technology due diligence. He  highlights the demand for consulting services in white and blue collar services firms, driven by private equity investments.  Areas of High Demand Chad transitions to discussing functional areas with high demand, starting with AI. Chad identifies AI as the number one functional area with high demand, focusing on increasing productivity and refocusing employees on high-value interactions. Chad explains the two types of AI consultants: AI strategists and AI implementers, and their roles in AI enablement. Chad discusses the importance of AI in various consulting projects and the need for consultants to embrace AI. Chad highlights the demand for go-to-market consulting initiatives, including CRM redesign, sales process redesign, and AI-powered territory optimization. Chad emphasizes the importance of understanding AI from a go-to-market perspective and the increasing demand for AI expertise. The Role of Transformation Consultants in PE Chad shares two AI use cases: an AI tool for a large international bank to automate research tasks and an AI sales planning platform for a pharmaceutical organization. Chad explains how AI automates repetitive tasks, allowing humans to focus on high-value interactions. Chad discusses the role of transformation consultants in private equity, emphasizing the need for a track record of getting things done, strong EQ, and analytical skills. Chad highlights the importance of influencing without direct authority and the analytical competencies required for transformation roles. Maximizing Opportunities Chad provides tips for client development with private equity firms, recommending reaching out to portfolio operations teams and deal partners. Chad identifies supply chain optimization and manufacturing footprint optimization as areas with declining demand due to the shift towards growth initiatives. Chad emphasizes that while some areas may have softened, there is still demand in most specialties. Chad discusses the relatively easy process of filling board roles and the limited demand for board searches. Chad advises independent consultants on positioning themselves to transition back to global firms, recommending reaching out to former colleagues and partners. Chad concludes by encouraging consultants to embrace AI and stay updated with market trends to maximize their opportunities. Timestamps: 03:48: Chad Oakley's Introduction 23:14: Market Overview  31:08: Consulting Market Phases and Current Trends  39:47: Industries and Functions with High Demand  47:19: AI and Go-to-Market Consulting Demand  55:24: AI Use Cases and Transformation Roles  1:03:43: Declining Demand Areas and Board Roles  This episode on Umbrex: https://umbrex.com/unleashed/651-current-state-of-the-consulting-market-in-2026/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

    58 min

  2. Jun 15

    650. Gaurav Bhosle, Master the Consulting Journey: break-in, build & thrive

    Show Notes: Gaurav Bhosle talks about his coaching practice, which is split 50/50 between helping people get hired by consulting firms and coaching current consultants. He shares his background as an ex-McKinsey consultant and his MBA from HEC Paris, noting the lack of preparation structures for consulting firms in 2006-2007. Breaking into Consulting Gaurav recounts how a former HEC alum helped him prepare for consulting firms, leading to his success in joining McKinsey in Frankfurt. He explains his transition from McKinsey to coaching, driven by his passion for strategy and career development, and his decision to focus on career strategy for consultants. Gaurav discusses his realization that breaking into consulting is not the ultimate goal but thriving in it is. The Upskilling Journey He shares his journey of upskilling, including obtaining ICF certification, psychometric tools, NLP, and TA, to provide deeper career coaching. Gaurav explains his shift from helping people get into consulting to coaching current consultants on career strategies and performance improvement. He emphasizes the importance of career happiness and the need for consultants to thrive in their roles, not just get hired. The Three-step Process  Gaurav describes his three-step process: foundation, parallel tracks (networking and practice), and polishing. He emphasizes the importance of mindset, skill set, and tool set, particularly the mindset of preparing to be a good consultant rather than just cracking interviews. Gaurav details the foundation phase, which includes preparing for cases, understanding fit questions, and polishing the consulting CV. Gaurav outlines the practical steps for case interview preparation, including the importance of practicing with peers and AI. He explains the three-step process for data interpretation: data sanity check, extracting insights, and communicating findings. The Value of Top-down Communication Skills Gaurav emphasizes the importance of top-down communication and preparing fit answers with headlines first. He shares tips for practicing data analytics skills, including using charts as part of case interviews and focusing on the context and problem-solving. Gaurav discusses the challenges of developing top-down communication skills, especially for those from Eastern cultures or non-consulting backgrounds. He shares his personal journey of adapting to top-down communication in McKinsey and the importance of pushing oneself to communicate insights at a higher level. Gaurav explains the STAR format for storytelling in interviews and the importance of starting with headlines. He emphasizes the need for consultants to communicate crisply and lead the conversation, rather than providing lengthy explanations Coaching Practice and Processes  When asked the first step in his coaching process, Gaurav explains the importance of achieving orientation and having clear career goals beyond superficial reasons like travel or status. He shares his use of psychometric assessments and the "Why should we hire you?" question to gauge a candidate's value proposition. Gaurav highlights the need for candidates to have a clear understanding of their career motivations and the ability to articulate their unique value. Coaching Consultants on Performance Improvement The conversation turns to Gaurav's practice of coaching current consultants on performance improvement. He shares an example of a recent MBB consultant seeking promotion to engagement manager and feedback on case leadership. Gaurav explains the importance of understanding the root cause of feedback and implementing systems for continuous improvement. He emphasizes the need for consultants to seek frequent feedback, develop systems for transparency, and build checklists for effective project management.  "Fit-for-consulting" Assessment Gaurav discusses the use of psychometric assessments and other tools to understand candidates' personality and fit for consulting. He shares his experience coaching a diverse range of professionals, including US Marines, public servants, and athletes, to transition into consulting. Gaurav highlights the importance of having a clear value proposition and the ability to articulate it effectively, and he emphasizes the need for consultants to have a strong achievement orientation and the willingness to adapt to the demanding nature of the role. Timestamps: 03:53: Transitioning to Coaching Current Consultants  06:01: Gaurav's Coaching Approach for Aspiring Consultants 10:58: Practical Steps for Case Interview Preparation 22:06: Developing Top-Down Communication Skills  26:50: Clarifying Career Motivations and Goals  30:48: Coaching Current Consultants for Career Growth  34:46: Gaurav's Coaching Methodologies and Tools  35:11: Gaurav's Online Presence and Contact Information  Links:  Company website:  https://www.beingconsultant.com/ Linkedin:  https://www.linkedin.com/in/consultingcareercoach/ Email: gb@beingconsultant.com   This episode on Umbrex: https://umbrex.com/wp-admin/post.php?post=300254&action=edit#:~:text=https%3A//umbrex.com/unleashed/gaurav%2Dbhosle%2Dma%E2%80%A6%2Din%2Dbuild%2Dthrive/  Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

    36 min

  3. Jun 8

    649. Lana Newishy, Founder of Hey Intake

    Show Notes: Lana Newishy, founder of Hey Intake, explains that Hey Intake is one of several startups she has founded, which focuses on improving the client experience in the initial stages of a project. The Client Intake Process Lana  highlights common issues in the client intake process, such as disorganized communication, missing information, and inefficient discovery calls. She emphasizes the loss of opportunities due to inefficient intake processes and the need for a structured system. Lead Qualification and Filtering Issues Lana discusses the broken lead qualification process, where consultants often react to discovery calls without proper filtering. She points out information asymmetry, where clients don't know what to share, and consultants don't ask the right questions consistently.  Streamlining the Intake Process Lana mentions the fragmentation of tools, such as emails, documents, CRM systems, and file sharing, which are not connected in a single flow. She introduces the idea of a single, structured flow from first contact to service completion to streamline the intake process. A Demonstration of Hey Intake Lana shares her screen to demonstrate the Hey Intake dashboard, which includes tabs for dashboard, submissions, contacts, form builder, email templates, automations, analytics, team settings, and support. Dashboard Lana explains the AI-driven suggestions on the dashboard, which prioritize tasks based on the current stage of the intake process. Submissions Window She demonstrates the submissions window, which categorizes submissions into lead phase, intake phase, and service phase, and provides AI scores for prioritization. Lana continues to explain the submissions window, showing how submissions are scored and prioritized based on AI analysis.    Submissions Drawer She demonstrates the submission drawer, which allows users to update the phase of a contact, request documents, and send e-signatures. Lana mentions the form builder, which allows users to create custom forms with various templates and fields. She explains the flexibility of adding fields, customizing inputs, and setting AI scoring weights to prioritize requests. Integrating with CRM Systems Lana discusses the ability to integrate Hey Intake with existing CRM systems and legal project management tools. She explains that some clients prefer to keep their existing systems and connect them with Hey Intake for a seamless process.    Form Builder When asked about the form builder,  Lana demonstrates how to create and customize forms, including adding fields, customizing branding, and setting up automations. She highlights the importance of keeping forms simple and quick to fill out to avoid discouraging potential clients.  Email Templates Library Email Templates Library Lana demonstrates the email templates library, which includes pre-built templates and the ability to edit them manually or with AI. She emphasizes the flexibility of the system to meet the specific needs of different clients and businesses.  Automations Tab Lana introduces the automations tab, which shows the flows for various actions, such as sending emails, requesting documents, and following up on actions. She explains how to set up custom automations and toggle them on and off. The Vendor Setup System Lana explains how Hey Intake helps with vendor setup, including requesting documents, managing client portals, and handling e-signatures.   Uploading Documents She demonstrates the process of uploading documents for e-signatures and integrating with services like DocuSign and SignWell. Lana highlights the native storage options and the ability to connect with clients' private storage facilities. She emphasizes the importance of streamlining the onboarding process to save time and reduce administrative burdens. Hey Intake Customer Base Lana discusses the current customer base, which includes law firms, accountants, photographers, home renovators, and B2B consultants. She mentions the potential to focus on specific verticals in the future based on data collection and user feedback. The conversation turns to the development process, and Lana explains that she has a development team based in Canada that helps build B2B AI-based solutions. Lana highlights the structured validation process and the importance of a framework for successful development and launch. Hey Intake Pricing Lana provides information about the pricing of Hey Intake, which starts at $16 per month for the annual plan and $19.40 per month for the monthly plan. She mentions the availability of an enterprise tier for custom solutions. Timestamps: 05:07: Demonstration of Hey Intake Dashboard  12:50: Detailed Walkthrough of Submissions and Form Builder  22:33: Integration and Customization of Hey Intake 22:57: Automations and Email Templates  26:20: Vendor Setup and Document Management 31:02: Customer Base and Future Plans  35:29: Pricing and Contact Information  Links: Website: https://heyintake.com/ This episode on Umbrex: https://umbrex.com/unleashed/episode-648-lana-newishy-founder-of-hey-intake/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

    35 min

  4. Jun 3

    648. Mathooshan Manoharan, From Individual Contributor to Manager: Lessons Learned at Umbrex

    Show Notes: Mathooshan Manoharan talks about his time at Umbrex role and upcoming business school plans. Mathooshan shares his initial lack of business background and management skills when he joined Umbrex. Mathooshan explains his coffee chat strategy, including reaching out to professionals on LinkedIn and refining his message approach through A/B testing. The Coffee Chats Initiative Mathooshan details his experience with coffee chats, starting with over 150 and now over 400. He describes the types of coffee chats he had, including both virtual and in-person meetings. Mathooshan explains how he initially reached out to people on LinkedIn and refined his message to increase response rates. He talks about the importance of initiative and how anyone can replicate Mathooshan's approach. Learning from Coffee Chats Mathooshan shares that he didn't initially document his coffee chats but started after a conversation with Will. He created a spreadsheet to track response rates, positions, and sources of contacts. Mathooshan mentions the importance of follow-up calls and how he leveraged initial contacts to make more introductions. He discusses the value of documenting and learning from these interactions. The First Lesson Mathooshan outlines his first lesson: the importance of creating a project tracker to avoid forgetting tasks. He describes how he developed a system using checklists, notifications, and alerts in their CRM.  Will shares his own experience of learning the same lesson in the Navy. Mathooshan emphasizes the need for a structured approach to manage tasks effectively. Prioritization and Focus Mathooshan discusses the second lesson: the importance of prioritization and focus blocking. He explains how he initially struggled with shiny object syndrome and the need to prioritize tasks. Mathooshan describes how he started blocking time in his calendar for specific tasks and aligning priorities. They discuss the importance of setting clear expectations and managing workload effectively. Managing Upwards Mathooshan shares the third lesson: the importance of managing upwards and being pleasantly persistent. He explains how he learned to follow up effectively and make it easy for Will to respond. Mathooshan discusses the concept of "unless otherwise directed" (UOD) and how it helped him take initiative. Will and Mathooshan emphasize the importance of making it easy for managers to approve or correct tasks. Learning from Mistakes Mathooshan introduces the fourth lesson: the importance of learning from mistakes. He explains how he started a lessons learned sheet to document mistakes and their context. Mathooshan describes the root cause analysis he implemented to address the root causes of mistakes. Will and Mathooshan discuss the importance of systemic changes to prevent recurring mistakes. Team Management Mathooshan transitions to lessons learned in team management. He shares his initial overconfidence in managing a team and the challenges he faced. Mathooshan explains the importance of providing clarity, checkpoints, and systems for his team. Will and Mathooshan discuss the need for effective communication and support in team management. Trusting the Team Mathooshan introduces the fifth lesson: the importance of trust but verify in team management. He shares an example of a project where he trusted his team too much and the consequences. Mathooshan emphasizes the need for regular check-ins and spot checks to ensure tasks are on track. The conversation turns to the balance between trusting the team and maintaining oversight. Empowering the Team Mathooshan shares the sixth lesson: the importance of empowering the team. He explains how he initially had an individual contributor mindset and the need to change it. Mathooshan discusses the importance of explaining the "why" behind tasks and providing guidance. Will and Mathooshan emphasize the long-term benefits of empowering the team through training and support. Timestamps:  02:54: Effective Coffee Chat Techniques  05:24: Documenting and Learning from Coffee Chats  07:53: Lessons in Self-Management  10:32: Prioritization and Focus Blocking  13:11: Managing Upwards and Being Pleasantly Persistent  15:46: Never Waste a Good Mistake  18:38: Transitioning to Team Management  21:27: Trust but Verify  23:49: Empowering the Team  Links: Linkedin: https://www.linkedin.com/in/mathooshan-manoharan/ Substack: https://mathooshan.substack.com/ This episode on Umbrex: https://umbrex.com/unleashed/episode-648-mathooshan-manoharan-from-individual-contributor-to-manager-lessons-learned-at-umbrex/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

    26 min

  5. Jun 1

    647. Mehdi Frikha, mzx.ai: Consulting-Grade AI-Generated PowerPoint Decks, in Minutes

    Show Notes: Mehdi Frikha, founder at  mzx.ai, explains that mzx.ai builds a crew of agents for all knowledge workers, including colleagues in the Umbrex network.  Generating Brand Proposals from RFPs He introduces the first agent, Hector, which generates brand proposals from RFPs or client pitches, from as little as half a page of information. He explains that you input your output language, preferences about proposal approach, the target, the tone etc. Users can include their own PowerPoint template,  and the agent will provide a proposal that is 100% branded and 100% compliant with context, objectives, and the firm's approach. Integrating Firm Knowledge Mehdi mentions that the product is more targeted towards the European and Middle Eastern markets, where long proposals are common. He confirms that the agent can integrate the firm's knowledge, CVs, credentials, and any proprietary databases to generate a full proposal. The final product is fully branded and can be up to 40-50 pages, including all necessary elements to win the RFP or project.  Demonstrating the PowerPoint Output Mehdi demonstrates the 41-slide PowerPoint output, which is a technical proposal for an economic development strategy for AIDO(Abu Dhabi Investment Office) and offers to make the  41-slide PowerPoint output available for viewers. He explains how users simply send the request to the agent. The agent delivers a comprehensive 41 slide presentation based on the information sent.  Mehdi demonstrates how the agent presents the context and objectives of the project including the importance of AI in translating Abu Dhabi's national ambitions into localized investment. The proposal includes global benchmarks, structural drivers, competitive windows, and institutional timing. The proposal also addresses economic and market risks, environmental spatial constraints, and demographic and talent challenges. Structuring the Proposal Mehdi explains that the overall approach to the project is laid out in phases, which can be customized based on the RFP or the firm's preferences. The agent can provide guidance on the structure of the approach, including the number of phases and steps. The detailed version of the approach in this demonstration is 11 pages and can be used as a more detailed project plan. Agent Attention to Detail  Mehdi highlights the attention to detail, including real bullets, semantic selection of icons that reflect the content of the page, and consultant-compliant quality. Mehdi mentions that the agent can be trained to include details such as a placeholder slide for pricing or investment, and any necessary disclaimers in the proposal  in the future. Mehdi introduces the next agent, which translates PowerPoint presentations automatically, including complex slides with timelines and Gantt charts. He demonstrates the translation feature, which translates slides and injects the content in the right place, including right-to-left languages and timelines that read right to left. It has the ability to mirror complex slides and the potential time-saving benefits. Mehdi shows how the platform can generate research reports on any topic, using the request for an overview of nuclear submarine coolant pumps as an example. The Platform Pricing Structure In the demonstration of the third agent, Mehdi explains that the entry subscription will be $20, allowing 120 slides. Enterprise offers will be available for firms that want to deploy the platform in a private cloud, ensuring data security. Mehdi provides the website for sign-up and mentions that there is a closed beta available for interested users, and he mentions that there are many agents in development and invites feedback from Umbrex members for new product ideas. Timestamps: 01:51: Details of Hector's Proposal Generation  03:47: Examination of the Proposal Example  05:34: Customization and Detailed Approach 08:56: Additional Features and Pricing 11:04: Translation and Research Report Generation  20:00 Future Developments and Pricing Structure  Links:   Website: https://mzx.ai/ Proposal permalink: https://umbrex.com/wp-content/uploads/2026/05/Proposal_example_Economic_Development_Strategy_for_Al_Dhafra_Region_English.pptx Report permalink: https://umbrex.com/wp-content/uploads/2026/05/Report_example_Nuclear_submarine_reactor_pump_manufacturers_overview.pptx This episode on Umbrex: https://umbrex.com/?p=287037 Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

    21 min

  6. May 25

    646. Lilly Minkove, Know Your KPIs: Become the CEO of Your Health

    Show Notes: Lilly Minkove shares her background in brand and strategy consulting, focusing on retail, beauty, and wellness. She discusses her time at McKinsey, Tapestry, and Louis Vuitton, emphasizing her work in the luxury sector. Lilly explains her transition from the corporate world to running ArtLogica Group, a boutique consulting practice focused on customer insights. Introduction to HeraSphere Lilly talks about her interest in health and wellness, which eclipsed her work in retail and luxury. She recounts attending a longevity talk by Dr. Darshan Shah, which sparked her interest in tracking biomarkers and consumer insights. Lilly describes the inception of HeraSphere, a women's health newsletter translating healthcare innovations into plain English. She highlights the importance of women's health, especially for those in perimenopause or menopause, and how her consulting experience translates to this new focus. The Five Pillars of Health Lilly outlines the five pillars of health: exercise and muscle, sleep, nutrition, brain health, and connection. She emphasizes the importance of strength training, noting that muscle is an anti-aging metabolic organ. She discusses the benefits of muscle, including anti-inflammatory proteins, insulin resistance, and bone density protection. The Critical Role of Sleep Lilly explains the critical role of sleep in brain function, immune system, and overall health. She discusses the importance of regularity and quality of sleep, noting that even one night of sleep deprivation can significantly impact natural killer cell activity. Lilly shares tips for improving sleep quality, such as maintaining a consistent sleep schedule, avoiding alcohol, and using a sleep tracker. The conversation turns to the impact of stress and anxiety on sleep and the importance of winding down before bed. The Impact of Sugar on the Body Lilly highlights the negative effects of sugar on the body, including inflammation, cardiovascular disease, and diabetes. She explains the concept of glucose spikes and how eating fiber, protein, and fat before carbohydrates can reduce their impact. Lilly emphasizes the importance of a diverse diet, recommending consuming 30 different types of plants and vegetables weekly and highlights the challenges of hidden sugars in processed foods. Maintaining Brain Health Lilly discusses the significance of brain health, noting that the brain consumes 20% of daily calories and requires continuous stimulation. She shares her experience with learning a new skill, cardio dance, and how it improves muscle memory and cognitive function. Lilly explains the link between midlife decisions and cognitive outcomes, emphasizing the importance of lifestyle measures in preventing Alzheimer's. Lilly elaborates on the benefits of keeping the brain active through learning and new skills. Community and Health Connection Lilly highlights the importance of social connections for overall health, citing a Harvard study on the mortality risk of social isolation. She discusses the decline of extended family households and the need for intentional efforts to maintain social connections. Lilly emphasizes the role of small interactions with people in the community in reducing loneliness and improving well-being. Lilly discusses the benefits of having a support system and the impact of feeling less isolated on health outcomes. The Complexity of the Wellness Industry Lilly explains her dual objectives: sharing knowledge with consumers and using consumer insights to inform her consulting practice. She offers services to help brands distill what their customers want and convey value effectively. Lilly highlights the complexity of the wellness industry and her expertise in understanding the female consumer. Measuring Health KPIs Lilly outlines key health metrics, starting with blood pressure and hemoglobin A1C, which measure metabolic efficiency and cardiovascular risk. She discusses C-reactive protein (CRP) as an indicator of systemic inflammation and its association with various diseases. Lilly explains fasting insulin and LDL cholesterol, noting their importance in measuring insulin resistance and cardiovascular health. She highlights the importance of bone density and body composition, recommending DEXA scans for accurate measurement. A Focus on Longevity Lilly discusses VO2 max, a measure of cardiovascular capacity and longevity, and the challenges of obtaining accurate measurements. She mentions the use of fitness trackers to estimate VO2 max and the benefits of regular monitoring. Lilly shares her personal practice of conducting twice-yearly health panels to track biomarkers and ensure overall well-being. Timestamps: 02:47: Transition to Women's Health and HeraSphere  06:48: Key Health Pillars: Exercise and Muscle  13:57: Sleep and Its Importance  23:57: Nutrition and Sugar Impact  29:53: Brain Health and Lifelong Learning  36:20: Connection and Social Support  38:32: Lilly's Services and Consumer Insights  41:08: Key Performance Indicators (KPIs) for Health  47:04: Advanced Health Metrics and Longevity  Links:  HeraSphere newsletter: https://herasphere.beehiiv.com/ HeraSphere website: https://herasphere.beehiiv.com/p/herasphere-24-become-the-ceo-of-your-health Consulting practice website: https://artlogicagroup.com/ This episode on Umbrex:    Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

    47 min

  7. May 18

    645. Andrew Persh, Founder of Oria, an AI PowerPoint Plug-in for Management Consulting

    Show Notes: Andrew Persh, co-founder of Oria, an AI-based tool for creating PowerPoint slides demonstrates Oria. Andrew provides a brief history of his experience at McKinsey and the challenges he faced with existing AI tools for creating slides. He explains the idea behind Oria: to create complex slides that do not look like they were generated by AI. Oria Demonstration Andrew demonstrates Oria as an extension for PowerPoint, focusing on the text-to-slide feature.  Converting text into design suggestions He explains the process of converting text into multiple design suggestions for slides. Andrew highlights that each design option is custom-built and fits within the user's existing PowerPoint template. Complex slides with data He shows how Oria can handle complex slides with data and create visually compelling designs. Data heavy slides 3D visualizations Andrew discusses the ability of Oria to handle data-heavy slides and create 3D visualizations.   Framework with icons He demonstrates how Oria can convert text descriptions into detailed slides with icons and text. Improve design Andrew explains the "improve design" feature, which allows users to specify detailed instructions for slide design. He shows how Oria can format slides and add visual elements based on user instructions. Andrew explains the ability of Oria to handle long content and extract key points for slides. He demonstrates how Oria can create a roadmap slide from a detailed text description. Roadmap slide He explains the process of using Oria with large amounts of text and how it can synthesize the content into a slide. Oria can build slides from normal human language meaning users do not need to know how to use prompts. Andrew shows how Oria can handle non-standard elements like chevrons and create fully editable slides. Screenshots to Slides Function Andrew demonstrates how Oria can handle screenshots and convert them into editable PowerPoint elements. He explains the limitations of other AI tools in handling charts and how Oria excels in this area. Sketch to slide feature Andrew introduces the "sketch to slide" feature, which converts handwritten notes into editable slides. He shows how Oria can switch between different templates for different clients and maintain consistency in slide design. Subscription Plans Andrew discusses the installation process of Oria and the availability of a free trial. Andrew explains the different subscription plans: $20 per month for basic use and $60 per month for heavy users. He mentions the option to purchase additional tokens for more complex slides. Promo code: UMBREX - 20% for 12 months.  Timestamps: 03:20: Demo of Oria's Text-to-Slide Feature  06:30: Advanced Features of Oria  11:07: Handling Long Content and Complex Slides  15:29: Additional Use Cases and Features  21:41: Subscription and Pricing Details  Links:  https://www.oria.one/ https://marketplace.microsoft.com/en-us/product/office/WA200009750?tab=Overview This episode on Umbrex: https://umbrex.com/unleashed/episode-645-andrew-persh-founder-of-oria-an-ai-powerpoint-plug-in-for-management-consulting/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

    22 min

  8. May 11

    644. Zsigmond Fajth, Gridd: Smart Templates for the AI Era

    Show Notes: Zsigmond Fajth is a McKinsey alum and co-founder of Gridd, a company that provides templates for the AI era, specifically for consultants. Zsigmond explains that Gridd is designed for independent consultants, leveraging his experience at McKinsey where he modernized client communication tools. Introducing Gridd Zsigmond mentions the creation of McKinsey's PowerPoint toolbar and the Pyramid add-in, which helped consultants create interactive presentations. He discusses the transition from traditional templates to AI-driven templates, aiming to serve a broader audience beyond McKinsey. Gridd's AI Templates Zsigmond describes Gridd's AI templates as having flexible layouts that auto-expand as content is added, solving issues with static PowerPoint templates. The templates include embedded AI prompts that can be copied and pasted into various AI tools like ChatGPT or Copilot. He explains that the templates are designed to accommodate content in a format that can be easily integrated into the AI tools.  Gridd's Basic Setup Zsigmond demonstrates both the flexible layouts and the integration with AI tools. He shows the template library, which includes 260 templates covering various use cases like boxes, matrices, process flows, funnels, pyramids, and charts. The templates are designed to look like best practice consulting charts, with 60 charts being traditional Microsoft charts and the rest in a special format. Gridd's Special Formats Zsigmond highlights the special format, which includes elements like tables with blue boxes and sub-headers, typical of consulting slides. Gridd has a variety of templates, including frameworks, text, shapes, and quantitative info charts like column charts, bar charts, and waterfall charts.   Adding Rows Gridd's Flexible Layouts Zsigmond demonstrates how to insert a new page with a Gridd element, add columns or rows, and resize elements to maintain alignment. The flexible layouts allow for quick edits without manual alignment, saving time and effort. He shows how to add additional levels to a pyramid framework and delete levels as needed, making it easy to adjust the structure. The auto-expanding capability saves templates by allowing them to accommodate more content without creating multiple versions. Expanding Copy and Paste  Gridd Integration with AI Tools Zsigmond explains the process of using Gridd's custom prompts with AI tools like ChatGPT to generate content for the templates. The custom prompts include instructions on the layout and content format, ensuring the AI generates content that fits the template. Rearranging Columns Generating and Integrating Prompts Zsigmond demonstrates how to copy the prompt, paste it into ChatGPT, and specify the source of information to generate an executive summary.  Using AI Prompt The generated content is then copied and pasted back into the Gridd template, which formats it automatically.  Paste Prompt in ChatGPT Zsigmond contrasts Gridd's approach with traditional templates, which overdetermine output or require manual edits that are time-consuming. Paste into Gridd Gridd's approach allows for quick algorithmic edits, making it faster and more reliable to add or modify content than always using AI. The built-in prompts ensure consistent output and reduce the need for long and token-intensive layout generation. Zsigmond demonstrates how to modify existing templates to specify dimensions and content, making it easier to generate accurate and detailed pages. Gridd Pricing Packages Zsigmond outlines the pricing packages for Grid templates, including a free trial, an essentials package, and a full template package. The free trial includes the add-in and 23 templates, allowing users to test the tool without commitment. The essentials package, priced at $69, includes 60 layouts and is available with lifetime access. The full package, priced at $269, includes 260 layouts and 60 charts, also with lifetime access. All packages come with a 30 days satisfaction guarantee. Zsigmond mentions a launch promotion offering 33% off for Unleashed listeners, bringing the prices down to $49 for the essentials and $169 for the full package.  Promo code: UNLEASHED Timestamps: 02:42: Overview of Gridd's AI Templates  04:16: Demonstration of Gridd's Template Library 08:02: Editing and Customizing Templates in Gridd  13:02: Integration with AI Tools for Content Generation 22:55: Advantages of Gridd's Approach  23:09: Pricing and Availability of Gridd Templates Links: Gridd website: www.griddtemplates.com This episode on Umbrex: https://umbrex.com/unleashed/episode-644-zsigmond-fajth-gridd-smart-templates-for-the-ai-era/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.

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