Art of Consulting Podcast Andy Fry, Cat Lam

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life.

About Our Guest Today:
Edmund Metera is a senior project manager at CWB Financial Group in Canada.
He firmly believes that the keys to delivering successful projects are not only founded upon expert project management and business analysis competencies but on recognizing, tailoring and applying the best-suited methodologies and techniques to suit the unique technologies, constraints and opportunities at hand.
That philosophy is loud and clear in Ed's book: Universal Process Modeling Procedure: The Practical Guide to High-Quality Business Process Models. He has taught and mentored project managers and business analysts in best practices for professional organizations such as PMI, IIBA, and CMMI. He teaches IIBA-registered business analysis courses and serves as an advisor to the Northern Alberta Institute of Technology's Corporate and International Training department’s Business Analysis Certificate Program. He is also the founder of www.ProcessModelingAdvisor.com and a regular BATimes, Modern Analyst and IRM Connects contributor.
 
Episode Summary:
In this episode, Our host Cat Lam and our special guest for today, Ed Metera delve into the world of project management, specifically focusing on the PRINCE2 methodology. They explore the significance of shifting the focus from activities to products, and how this approach enhances project effectiveness and delivery.
Key Points Covered:
Introduction of Guest: Ed Matera
Highlighting Ed's extensive experience in project management, including his roles as a book author, conference speaker, tutor, and senior project manager at Canadian Western Bank.
Emphasizing Ed's dedication to advancing the practice of process modeling through ProcessModelingAdvisor.com.
Understanding PRINCE2 Methodology
Comparison with the Project Management Institute's Body of Knowledge (PMI BOK).
Exploring the seven philosophies of PRINCE2, particularly the principle of "Focus on Products."
Ed's personal experience as a certified PRINCE2 practitioner and its impact on his project management approach.
Product-Focused Project Management
Defining products within a project lifecycle, emphasizing tangible deliverables over activities.
Illustrating the product-oriented approach through the example of implementing a mobile application.
Assigning clear responsibilities to specialists based on product delivery, enhancing accountability and efficiency.
Integrating the product-focused mindset into project planning, scheduling, and communication strategies.
Addressing challenges and dependencies within the project by prioritizing critical path products.
Managing risks and issues by aligning discussions with product delivery milestones.
Overcoming Resource Overlap
Mitigating resource overlap by assigning single individuals responsible for specific products.
Ensuring clarity in roles and responsibilities to minimize disruptions and prioritize product completion.
Product-driven Approach:
Instead of focusing solely on activities, Prince2 emphasizes being product-driven.
Each project team member is clear on their responsibility for a specific product or activity within the project.
Collaboration is encouraged, but accountability remains paramount.
Accountability:
Prince2 advocates for appointing one spokesperson or accountable individual for each micro-product or aspect of the project.
This ensures clarity and efficiency in decision-making and progress tracking.
The question of "Is it done yet?" becomes pivotal in assessing progress and meeting objectives.
Defining Success Criteria:
Success cri

Introduction:

Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind.
 
The host, Cat Lam, kicked off another insightful episode in their ERP series. She welcomed Arlene Poon, a seasoned professional with over 15 years of experience in the ERP industry, particularly in large-scale implementations within the construction and utilities sectors.


Exploring HCM:
Arlene's expertise lies in human capital management (HCM), emphasizing its critical role within ERP systems. HCM encompasses both human resources management and talent management, serving as a foundational layer for various modules.


HR's Human Touch:
Arlene sheds light on the unique aspects of working as a business analyst in HCM, emphasizing HR's focus on employee well-being and celebrations.
The human-centric approach of HR adds warmth and inclusivity to project environments, fostering a sense of community.
 
Understanding HCM Modules:
Arlene delves into the core components of HCM, highlighting employee management as its cornerstone. Core HR information serves as a springboard for other modules such as benefits, performance management, compensation, and recruitment.
 
Building on Core HR:
The conversation touches upon the iterative nature of ERP implementations, starting with core HR and expanding to encompass additional functionalities. Cat and Arlene discuss the foundational layer of HRMS (Human Resources Management System) within Oracle and its evolution over time.
 
HCM forms the bedrock of ERP systems, encompassing HR and talent management.
HR's people-centric approach fosters a supportive and celebratory project environment.
Core HR information serves as a basis for various HCM modules, facilitating streamlined operations and decision-making. ERP implementations typically begin with core HR before expanding to incorporate additional functionalities.



Evolution of HR Systems:
The conversation starts with an overview of the evolution of HR systems, from HRMS to HRIS to HCS, highlighting the integration of core HR and talent management modules.



Integration and Third-Party Solutions
The hosts discuss the integration of HR systems with third-party solutions like payroll and the considerations involved in choosing between a single system or best-of-breed solutions.



Business Needs and Customization
They explore how specific business needs, such as complex recruitment processes, may necessitate the adoption of standalone applications tailored to those needs.



Position Management and Budgeting
The conversation delves into the significance of position management in structuring organizations and aligning budgets with staffing requirements.



Successful HR Implementations
The hosts outline the key outcomes of successful HR system implementations, emphasizing improved reporting, analysis, and efficiency in managing HR processes.



Preparation for Implementations
They conclude by discussing the essential legwork organizations should undertake before engaging in an HR system implementation, focusing on documenting current processes and assessing data cleanliness.



Data Cleanup:
Arlene emphasizes the importance of starting with clean data to simplify conversion and migration processes. Tat agrees, highlighting how consistent data capture leads to smoother transitions.





Engaging Business Analysts:
They discuss the value of involving business analysts to ensure accurate understanding of business processes and requirements.



Common Pitfalls: 
Arlene and Tat share experiences of data conversion challenges and delayed implementations due to inadequate planning. They stress the need for a solid data conversion strategy and thorough understanding of business needs.



Role of System Integrators: 
Cat explains how system integrator

Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind.
 
Our host Cat Lam introduces Ken McKnight, Vice President of Information Technology at Peace Hills Insurance. Ken's extensive background in IT, digital transformation, and consulting is highlighted, emphasizing his role in driving organizational change and technological advancements.


Motivation for Career in Technology (2:10 - 4:10)
Ken discusses his upbringing in a family of small business owners and his passion for merging technology with business, leading to a career in healthcare informatics.
 
The importance of bridging the gap between technology and business is emphasized.


Challenges and Rewards of Digital Transformation (6:11 - 9:23)
Ken delves into the challenges organizations face in justifying the costs of digital transformation initiatives, focusing on efficiencies, customer experience, and market against return on investment. Metrics for evaluating the success of digital competitiveness.


Key Initiatives in Digital Transformation (12:10 - 15:55)
Ken outlines key projects at Peace Hills Insurance, including staff upskilling, migration to cloud-based systems, and core system upgrades. The importance of organizational change management in ensuring successful transformation is emphasized.


Transformation of Job Roles (17:02 - 21:54)
The evolution of job roles due to technological advancements is explored, referencing tools like Microsoft's Copilot for AI-generated coding and their impact on traditional tasks.
The significance of upskilling employees to effectively utilize new tools and technologies is highlighted.


Navigating Challenges in Digital Transformation (22:25 - 27:14)
Challenges encountered during digital transformation, such as balancing operational maintenance with innovation, managing third-party dependencies, and staying compliant with evolving regulations, are discussed. Strategies for effective release management and change management are considered essential for successful transformation initiatives.



Conclusion
Host Cat Lam expresses gratitude to Ken McKnight for his valuable insights and contributions to the discussion. Closing remarks emphasize the ongoing evolution of technology and the importance of adaptation for future success in digital transformation.
 

Welcome back to the Art of Consulting Podcast, where we explore and having to share an opinion without being argumentative.
Inspiring messages to help professionals discover their X Factor and achieve success in their careers. Our guest for this episode is Gopal Singh, an ex-military who jump started his career journey to consulting.Conversation Highlights:
 
Military Transition Challenges:
 
Joined at 26 during wartime, Gopal was mentally prepared for uncertainties.
Leaving family behind during deployments, a significant challenge. In this episode, he reflects on personal growth, learning, and challenges faced in the military.

Learning the Question "Why":
For Gopal, Military experience emphasized the importance of asking why. Just like in consulting, asking why is crucial for understanding, problem-solving, and creating buy-in. Recognizing the right time and place for asking why, avoiding negative connotations.
 
Skills Transition from Military to Consulting:
Joined a large company in a consulting role. Gopal emphasizes the need for flexibility, juggling multiple roles. They also brought in the idea of acknowledging the challenge of working with process-driven individuals. Consulting is linked to all aspects of the role, from meeting clients to problem-solving.
 
Navigating Corporate Environment:
Corporate world involves constant reorganization and change.
Gopal highlights the keys to being flexible and adaptable and what is the importance of asking clients/executives if they already have a solution in mind.
 
Being a Trusted Advisor:
Establishing trust by understanding the client's goals and challenges. Andy and Gopal start differentiating between supporting an existing plan and trying to propose an alternative. They also discussed the positioning as a valuable, trusted advisor and expert in problem-solving.



Discussion on Asking Upfront: 
Drawing parallels to a project management class where the speaker missed out on asking crucial questions. Straightforward questioning in avoiding unnecessary efforts and uncovering existing solutions. Developing the courage to ask questions in various aspects of life is an essential in the Consulting world.
 
Transition to Consulting and Preparation:
Gopal shared a personal story to Andy, the host, of him transitioning to consulting and a project involving building a vehicle. Emphasizing the lesson learned about the importance of asking questions and avoiding assumptions. They discussed the shift from traditional career thinking to viewing careers as projects and always looking for the next step.
 
Starting a Consulting Firm:
Discussing the process of preparation, including website development, business documentation, and product testing.
 
The Philosophy of Curiosity:
The duo is encouraging a mindset of constant movement, exploration, and looking for new opportunities.
 
Team Dynamics and Self-Promotion:
Discussing the importance of being a good team player and sharing success within a team. Acknowledging the emotional drain of projects and the role of teammate encouragement in maintaining motivation. Reflecting on the challenge of self-promotion and the necessity of communicating individual contributions to project success.


Advice for Aspiring Consultants:
Gopal highlighted the significance of being oneself, asking questions tactfully, and being open to learning from others. He encouraged individuals to take time to listen and absorb information, avoiding the urge to rush into showcasing one's own knowledge.
 
Clifton Strengths and Team Dynamics: Gopal shared information about his services at careerjourneyco.com, specifically around Clifton strengths. He discussed how understanding individual and team strengths can lead to more efficient and effective collaboration, emphasizing the impact of communication based on individuals' top five strengths.
 
Conclusion:
The conversation highlights the importance of understanding challe

Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life.

Introduction:
Welcome back to another episode of Blue Sky Consulting.
Today, we delve deeper into part three of our insightful conversation with Sir Kaya Redford. We're excited to uncover some powerful tools that can expedite your journey towards your aspirations.
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Unveiling Powerful Tools for Accelerated Growth:
In this episode, we explore tools that can fast-track your path to success.
With the right mindset, effective communication tools, and an understanding of programming, you can achieve your goals in record time.
Gone are the days of spending decades chasing your dreams; it's time to collapse timeframes and realize your ambitions swiftly.
 
Overcoming Frustrations and Limitations:
Many individuals feel trapped in their current circumstances, lacking financial freedom and chained to their jobs. The frustration of not attaining wealth or time freedom can be overwhelming. Learning these transformative tools empowers you to break free from limitations and reach your goals more rapidly.



The Importance of Programming:
Sir Kaya emphasizes the significance of programming in our lives.
From birth, we are programmed by various influences, shaping our beliefs and behaviors. Often, we learn about success from individuals who may not exemplify it fully, inheriting their struggles and limitations.
 
Just as we upgrade our devices, it's essential to update the software of our minds for personal growth and success.



Prioritizing Self-Care and Health:
Amidst striving for success, many neglect self-care, leading to burnout and health issues.Balancing career, family, and personal well-being is crucial for sustainable success. Self-care is not selfish; it's essential for maintaining productivity and overall happiness.
 
Acknowledging Imperfections and Contributions:
It's vital to recognize that even revered figures in history were flawed human beings.
Separating the person from their contributions allows us to appreciate their achievements while acknowledging their imperfections. Embracing discernment and understanding enables us to learn from both successes and mistakes.
 
Taking Action for Transformation:
While mindset and communication skills are valuable, taking action is imperative for progress. Many individuals understand what they need to do but struggle to initiate action. Transformation occurs when knowledge is applied, and action is taken towards desired outcomes.
 
Recognizing the Knowing-Doing Gap:
Sir Kaya highlights the commonality of knowing what needs to be done for personal growth and success. From waking up early to maintaining healthy habits, most individuals are aware of the actions required for positive change. However, the challenge lies in translating this knowledge into consistent action.
 
Addressing Behavioral Misalignments:
Despite knowing the importance of certain habits, many individuals struggle to implement them consistently. Sir Kaya emphasizes the significance of aligning behavior with intentions, stressing that talk alone is insufficient. Developing new habits and behaviors is essential, especially for individuals transitioning from employee to entrepreneur roles.
 
Embracing Personal Transformation:
True transformation involves embodying new habits and behaviors.
Sir Kaya shares personal insights into his journey of overcoming past struggles and transforming his life. Through personal growth and resilience, he exemplifies the power of turning pain into a higher calling of helping others.
 
Empowering Support and Encouragement:
Sir Kaya extends a heartfelt message of support to listeners, emphasizing that he

Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind. The last episode with SIr Kaya Redford, we touched the topic of Mastering the Entrepreneurial Mindset: From Employee to Self-Employed Success. On today’s episode, we continue our conversation with Sir Kaya as we explore the intricacies of communication and the role of neuro linguistic programming (NLP) in enhancing our interactions.


Recap:
In our last episode, we highlighted the importance of effective communication, emphasizing that it's not just about what you say, but how you say it and the impact it has on others. Now, let's dive deeper into NLP and its significance in communication.
 
Exploring Neuro Linguistic Programming (NLP):
Sir Kayla introduces NLP as the study of human excellence, emphasizing its role in understanding what makes successful individuals excel. Drawing examples from renowned personalities like Bill Clinton, Oprah Winfrey, and Richard Branson, he elucidates how NLP is ingrained in their communication and success strategies.
 
Understanding the Components of NLP:
Mindset:
Sir Kaya underscores the paramount importance of mindset in achieving success, highlighting that with the right mindset, individuals can overcome any obstacle and acquire necessary skills.
 
Linguistics:
Effective communication is pivotal in all aspects of life, be it in business or personal relationships. Sir Kaya and the host emphasizes the significance of linguistic language in influencing others and driving results.
 
Programming:
Delving deeper into NLP, Sir Kaya explains the concept of programming, which involves understanding and leveraging language patterns to shape behavior and outcomes.
 
Unpacking Communication:
Sir Kaya addresses common misconceptions about communication, stressing that it's more than just conveying messages but entails understanding the response elicited. He introduces the concept that "my communication is the response I get back," urging listeners to take ownership of their communication outcomes.
 
Flexibility in Communication:
Highlighting the importance of flexibility in communication, Sir Kaya emphasizes the need to adapt communication styles to resonate with diverse audiences. He discusses various communication modalities and how understanding them can enhance rapport and effectiveness.
 
Practical Applications:
Sir Kaya shares actionable insights for enhancing communication effectiveness, including the Format System:
 
Why: Start with explaining why the message is important, ensuring audience buy-in.
What: Clearly articulate what needs to be done or understood.
How: Provide step-by-step guidance on implementation.
Questions: Encourage open dialogue and address any queries or concerns.
 
Leadership and Organizational Change:
Drawing parallels between effective communication and organizational change management, Sir Kaya emphasizes the importance of leadership in inspiring and aligning teams with the vision. He recommends resources like "The 21 Irrefutable Laws of Leadership" by John Maxwell and "Extreme Ownership" by Jocko Willink for further insights.
 
Deep Dive into Communication:
Conversation delves into the multifaceted nature of communication, touching on the complexities of understanding and conveying messages effectively. Sir Kaya Redford offers practical advice and resources for mastering communication skills, emphasizing its transformative impact on various aspects of life.
 
Practical Application and Free Resources:
The host and guest touched the discussion on the applicability of communication skills in organizational settings, particularly during digital transformations.
 
Offer of free gifts and resources to listeners, including a one-page PDF guide on selling and influencing, access to a private Facebook grou