The ERP Organizational Change Journal Dr. Jack G. Nestell

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 departme

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 spe

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, Re

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 co

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.
XLinkedIn




























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

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 impo