Management Blueprint | Steve Preda

Steve Preda
  • 5.0 (35)
  • Entrepreneurship
  • Updated Weekly

Interviews with CEOs and Entrepreneurs about the frameworks they are using to build and scale their businesses.

  1. 1d ago

    334: Pull 5 Levers to Bootstrap Your Firm with Preetha Pulusani

    https://youtu.be/gS7aHfIiXjQ Preetha Pulusani, CEO of DeepTarget, is passionate about helping people realize their potential and leveraging technology to create meaningful business growth. After spending 25 years in corporate America and learning hard lessons from an early entrepreneurial failure, Preetha built DeepTarget into a bootstrapped fintech growth company that helps banks and credit unions acquire, engage, cross-sell, and retain account holders through advanced data analytics and intelligent marketing. In this conversation, Preetha shares the DeepTarget Bootstrap Framework, a leadership and innovation model built around five principles: Combine Pros with Fresh Graduates, Think Big but Start Small, Be Agile with a Flat Structure, Fail Quickly, and Keep a Tight Customer Feedback Loop. She explains how blending experienced professionals with emerging talent creates powerful teams, why rapid experimentation outperforms large-scale product launches, and how customer feedback should guide innovation. Preetha also discusses using data to drive growth, selling outcomes instead of technology, and building a successful SaaS company without outside funding. — Pull 5 Levers to Bootstrap Your Firm with Preetha Pulusani  Good day. Steve Preda here with the Management Blueprint, and my guest today is Preetha Pulusani, the CEO of DeepTarget, a company that helps hundreds of financial institutions increase loan demand, promote product adoption, and support intelligent marketing through advanced data mining and analytics. Preetha, welcome to the show.  Thank you, Steve. Thank you for having me. Thank you for inviting me. I’m looking forward to it.  Yeah. You have a very interesting business and very interesting profile, so I can’t wait to jump in. But let me ask you my favorite question. What is your personal ‘Why’, and how are you manifesting it in your business?  I guess you could say that my personal ‘Why’ has evolved over several years. I spent 25 years in corporate America, and that was the best business education I could have ever received. My first failure as an entrepreneur, though, added to that significantly, and that was right before I started DeepTarget. Luckily, it was a quick failure, but that doesn’t mean it was not a difficult one. And in every way, the lessons learned have come in handy today. So I believe that I’m in my final chapter of my career, so I can speak from years of experience. And my personal ‘Why’ is—it’s always been about people for me. I’ve never believed in the lone genius.  I believe that every person has some spark of genius in a different way. And I have always been inspired by pulling out that spark and weaving a tapestry of people. Share on X And that happened even in my job in corporate America, but it happens even more with my team today as an entrepreneur at DeepTarget. So it’s about empowering people to use that spark rather than focusing on something that they may not be as good at. It’s pulling out that strength and making it the collective strength of a solution, of how we serve customers, and of the business itself. Does that make sense?  Oh, yeah. This is great. I love that. My experience is that nearly none of the companies I talk to—or basically none of them, literally none of them—capitalize on the maximum talent of their team. Because it’s impossible to maximize it completely, but you can work on it, and that is wonderful.  Yeah.  So do you have a process for how you do that? Is there a mental process? Is it just an awareness? Is it a curiosity? Is it a natural thing that you do, or do you actually have a way of doing this?  So I have found that I think I read people. I think I’m intuitive in that way. And so I see myself as being the orchestrator of whatever it is, whether I’m working on today’s problem or whether I’m working on the big vision. I don’t know that it’s a process so much, but I have used it over and over again. It’s become a very natural thing for me.  So you talk about the big vision. What is that big vision?  So as a company, my focus is on making our clients successful. What that means is helping them grow their financial institutions. Share on X We work with credit unions and banks, and it’s all about growth. And we use innovation to leverage that growth for them. How do you acquire new account holders? How do you cross-sell to them? How do you communicate with them? How do you retain them? I’m a techie at heart, so it’s been about how do I leverage data? How do I leverage—today, of course—AI, kind of a combination of data and AI, to make sure that they are able to see the growth they need for their financial institutions? And that’s kind of become the mission that we have adopted for the company.  Yeah. I noticed that on your website you have this map of, I think, seven or eight different ways that you’re driving adoption and contact with people and—  It’s highly data-driven. It’s not wishy-washy. We’ve evolved from being a marketing company to a growth company. And when you take anything that’s data-driven into marketing, yeah, it’s something that people like to do. But what we like to do is use the technology to get to the human—to get to the individual. So we are helping our credit unions and banks reach individuals, understand each account holder, and understand what their financial needs are. And the only way you can do that at scale is by using technology and data. So we’ve built a platform that enables them to do that. That’s why the front end is all data, right? We can accept as much data as they want to give us so that we can do the right things to help them grow and engage their account holders.  Yeah. I like that you’re very techy, as you say—techy and data-driven. So I wonder, what is your mental model when you think about the end customers of your financial institution clients? What’s your mental model for how you innovate this process? So what are the major elements? If you had to synthesize it down to maybe three to five elements—your levers that you can pull—what are those?  Great question. So I’m going to start with the people because, for me, everything revolves around people. What I’ve been able to do is combine very seasoned pros with fresh graduates from local universities, and that has been a potent combination. Okay? That’s number one. Whether I’m talking about development, customer success, or sales, that’s been the combination that has worked for me. And as a bootstrapper, that has also helped me financially. You have a very seasoned pro that I’ve worked with for years, and you know exactly what their strengths are.  And then you put some fresh graduates under them. I’m telling you, there’s nothing better. That combination is second to none. The second thing is, I believe in thinking big, but starting small and scaling quickly. I learned that over time. There was a time when we used to have the big-bang theory of creating products. Share on X We have moved so far away from that. So think big, start small, and be agile. And as a small company, that’s a big advantage for me. We have a very flat structure. And so we’re able to have the agility we need to move markets, frankly. If you’re going to fail, fail quickly.  Have a tight customer feedback loop. And if something isn’t going to work for your customer, just abandon it. Abandon it quickly. I can’t say, in all honesty, that I’ve done that every time, but it’s always on my mind: “Should we really even pursue this?” I know we’ve had projects that we thought would be very successful, but they weren’t. But when you’ve only made a small investment, it’s easier to set it aside. “Okay, it’s not working. This is not what we need to do. Let’s move on.”  Yeah, I love that. Can you give an example where you invested in a process and really believed in it, and it turned out not to work, and then you had to pivot from it?  So the way we help banks and credit unions engage and cross-sell to their account holders is primarily through digital banking. We put up very personalized offers using data in the digital banking environment and use that real estate very effectively. It works like a charm. That’s what we do today. We did get a little sidetracked by expanding that into email, and we didn’t see the kind of growth we expected. So we tried to understand that. We did kind of an autopsy. And the difference is that when you log into digital banking, you’re being served something. The difference with email is that you’re pushing something out. It has its uses, for sure, but the particular aspect of what we had done in the product didn’t take off like we expected. So we just said, “Okay, let’s do more of what we can do within the digital banking environment.”  But that works for farming existing customers of the banks, right? Do you also help banks acquire new customers?  Yes. And that’s where email works, by the way. And so does direct mail, and so do digital ads. When you’re cross-selling to existing account holders, you have a lot of information about them. For example, if they rent a home, you would never give them a HELOC offer, right? But on the other hand, what we’re doing for new account acquisition is still using data. We’re looking at who the most profitable customers are that your credit union or bank has, and using that as the model to find more likely customers within a particular radius of their branches. So we are still using data, but in a different way and using different channels to reach them versus digital banking.  That’s fascinating. So what drives growth in your business?  Well, if you had asked me that question 10 years ago, I would have said innovation drives growth. But what we have found and learned over time is that innovation is an engine.

    22 min

  2. May 26

    333: Turn Your IT into Your Growth Engine with Tom Kirkham

    https://youtu.be/sUyjA0muVgM Tom Kirkham, Founder and CEO of Kirkham IronTech, believes business should create value for everyone involved — employees, clients, vendors, and the broader community. After overcoming major personal challenges and rebuilding his perspective on leadership, Tom embraced stakeholder capitalism and built a company culture focused on long-term partnerships, trust, and continuous learning. In this conversation, Tom shares the IronTech Framework — a practical approach to modern IT management built around three core pillars: Generate ROI and Productivity, Make Cybersecurity Core, and Surround it with a Governance Layer. He explains why businesses should stop treating IT as an expense and instead view it as a strategic investment that improves productivity, protects the company from cyber threats, and aligns technology with leadership goals. Tom also dives into the massive scale of the cybercrime industry, why governance is often the missing piece in cybersecurity, and how proactive IT strategy can dramatically improve business performance. — Turn Your IT into Your Growth Engine with Tom Kirkham Good day. Steve Preda here with the Management Blueprint Podcast, and today’s guest is Tom Kirkham, the Founder and CEO of Kirkham IronTech, where he helps businesses build strong, secure IT foundations, whether fully managed, co-managed, or cybersecurity only. Tom is a keynote speaker on cybersecurity, and he’s the author of two books, Hack the Rich and The Cyber Pandemic. Tom, welcome to the show.  Oh, it’s great to be here, Steve.  Well, great to have you here. And I am curious to dive in, and would like to ask you my favorite question. What is your personal ‘Why’, and how are you manifesting it in Kirkham IronTech?  That’s a great question. So the company’s about twenty-six years old. I went through a lot of personal health problems, and then my wife was real sick, and she ended up passing away—it’s been about eleven years ago now. And I was fortunate enough to put a friend of mine in the company, and he was able to take over while I was dealing with this for a couple of years. And when most of it was done, I took some time off and did a lot of traveling and a lot of thinking and a lot of reading. And I’m a lifelong reader, a lifelong learner, and I went back through my history of investing techniques, understanding what makes a good company great. If you’ve read Jim Collins, you know what I’m talking about. And so during those times, I was reflecting, studying philosophy, studying biographies of other CEOs like Elon Musk, Steve Jobs, Andy Grove—gosh, the list goes on and on. Whether you like them or hate them, it doesn’t matter, right? There’s always something you can learn. And I came upon and read a lot about stakeholder capitalism. Like Peter Drucker says, “Culture eats strategy for breakfast.” And I understood what that meant, and it was kind of weird. So when I re-engaged with the company, I identified one of the weaknesses, and I said, “Well, if we need to do marketing in this business—which we have to do in any business—I really need to master marketing.” So I spent a lot of time with marketing gurus, most of them are what I would consider household names these days, and re-engaged with the company to do marketing to establish a great culture around stakeholder capitalism. In other words, we exist as a for-profit business not just for the shareholders but for everyone—the community, vendors, employees. And I really wanted to be around people I enjoyed being around. I wanted them to enjoy coming into work. Share on X And so we’ve been trying to perfect that system in the culture for the past ten years. Of course, no one’s perfect, but if you pursue perfection, you can achieve excellence. And I think we’ve done a really good job. We have very low turnover. Everyone seems genuinely happy to be there, and it’s really fulfilling. It’s more of a personal feeling because I’ve been a successful investor practically my whole adult life. I started investing in stocks when I was nineteen, and I’m sixty-four now. So I didn’t really need the company. I could have just closed it up or sold it or whatever. But I really wanted to have my own reasons. Those are the things that drive me, and I hope they drive everyone else too.  What resonated with you with this idea of stakeholder capitalism? It just made sense. The obvious part is with employees—all of that is true. That’s obvious to any good leader or manager, right? As you well know, there’s a difference between leadership and management, and understanding that distinction, and the difference between sales and marketing, and understanding those things. A good example is dealing with vendors. There are all sorts of vendors that supply products and services to us, so we carefully vet these tools and vendors to see if their values align with ours, just like we do with prospects. But especially with vendors, if it’s something new—a new tool that we’re going to invest a lot of time, money, and energy into to make their product or service successful for us and successful for them—we make a commitment to that vendor.  So it’s not about the money or how cheap I can get it. What I want is a good partnership with every stakeholder. And I want to make sure that when I’m dealing with a vendor, if it fails for us, it’s not our fault—it’s their fault, right? Either they oversold the product or they didn’t deliver on the service component. I didn’t want it to be because we failed to do the right training, or didn’t communicate properly, or missed all the other things that are just part of doing business the right way. And that applies to our employees, our local community, and every stakeholder in the company.  Yeah. I like it. So you’re looking for partnership-based relationships where it’s win-win. And yeah, if you want people to stick around, it has to make sense for them too. You can’t exploit your partners forever without consequences. So that makes a lot of sense. So Tom, let me ask you this other question. This podcast is called The Management Blueprint because I’m always looking for frameworks—something practical that helps businesses achieve results. Usually it’s some kind of three-to-five-step process that helps you grow the business, get customers, improve operations, or understand something at a deeper level. So when I ask about your favorite business framework, what comes to mind?  Well, we have a thing we call the IronTech Framework.  Okay.  And it was something that we came up with many years ago and started practicing seven or eight years ago, and it’s a framework. It’s like the NIST Cybersecurity Framework. I looked at NIST and there’s five components to it, and it’s about cybersecurity. And I looked at this and I go, “None of this works without the right policies and procedures in place.” The security training—it’s not enough just to throw it out there and tell all your people to take it. You’ve got to follow up, you’ve got to manage, and coach, and everything like that. And so I started adding this governance component to the way we sold it, presented it, and practiced what we do for our clients day in and day out. Help them develop the policies and procedures for all of the different things, the protocols.  If somebody accidentally fires off a ransomware attack, they need to know they’re not going to be penalized for it. We need to know as soon as possible to stop it. And just little things like that, there’s a lot that really improve the effectiveness of all of these tools and services that we provide to their clients. And unbeknownst to me, NIST, who has the cybersecurity framework, they added governance about three years ago to the other five things. And so that was kind of nice to know that we were exhibiting some thought leadership. And so when we go in, it’s all well and good if you want to put these protections in and these particular products, but we’re a best-of-breed company. Like one of our critical tools that’s required for our clients to put in place, to buy it and use it every single day on every single computer, is what’s known as an EDR. And it’s basically an AI-based super turbo antivirus.  To even call it an antivirus is not doing it justice. So there’s three legs to the IronTech Framework. We want to make sure that you’re getting a return on your investment in IT, because that’s why you buy it. If you treat IT as an expense, you need to kind of change the way you’re thinking. You want to improve productivity and efficiency. Share on X The second leg is cybersecurity, because a bad cyberattack can put you out of business. I think the last stats I saw were something like 40 to 60% of businesses go out of business within two years of a significant cyberattack. And then finally, the third is governance. That’s the three legs of our IronTech Framework. So part of governance is engaging with our clients’ management and leadership—the CEO, finance, of course the CIO, the CISO or security officer, and maybe even the board sometimes. Really getting to know: what are your objectives, and how can we utilize our services to best help your company realize those objectives? Because for most companies, there’s no other vendor they engage with as much as us.  We’re talking to Susie every day. We’re talking to Bill every day. We know that Mary’s out sick and Steve’s on vacation. I mean, when you’re running help desk, stopping attacks, providing training, and all the support we provide along those lines, we get to know their company better than practically any other vendor by far. So it really helps if our clients treat us as a partner to help them realize their goals and objectives. And when all of that clicks into place, then it makes

    21 min

  3. May 18

    332: 5 Steps to Engineering Breakthroughs with Drew Allen

    https://youtu.be/tU0kHdf7oXo Drew Allen, CEO of Grace Technologies, is driven by a mission to lead a life of adventure and impact. At Grace Technologies, that impact is tangible: the company develops electrical safety and predictive maintenance solutions that help industrial teams prevent downtime, improve productivity, and, most importantly, send workers home safely at the end of the day. We explore Drew’s Product Engineering Framework — Clarify the Problem You’re Solving, Understand the Constraints, Think from First Principles, Build a Prototype, and Iterate within a Time Limit — a practical approach to innovation in technical product development. Drew explains why rapid iteration beats overbuilding, how constraints can unlock better engineering decisions, and why time-boxing product development prevents teams from getting stuck in endless perfectionism. He also shares how Grace Technologies is expanding into the data center market, where rising power density is creating new safety challenges and new opportunities for growth. — 5 Steps to Engineering Breakthroughs with Drew Allen  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and today’s guest is Drew Allen, the CEO of Grace Technologies—the leading innovator of electrical safety products and predictive maintenance solutions that help companies maximize productivity and foster a safety culture. Drew, welcome to the show.  Hey, thanks for having me, Steve. I’m excited. I’ve really enjoyed your books, and they’ve had a big impact on our business. So it’s great to have this conversation today.  Yeah, glad to have you here. So if you enjoyed the book or read Pinnacle and Summit OS perhaps, then you’re going to be familiar with this question. What is your personal “Why,” and how are you manifesting it Grace Technologies?  So my personal “Why” is to lead a life of adventure and impact. And I think that manifests in our company. We try to be as innovative as possible. Typically, around 30% of our annual sales come from products released within the last two to three years. We try to take risks, not in kind of a willy-nilly way, but we try to be smart about our risk-taking, but still make sure that we’re taking risks and we’re on the forefront of the technology edges. In our business, it’s really easy to see the impact that we have. Not many businesses get to say that we literally send people home at the end of the day. We literally save lives, and we don’t take that responsibility very lightly. And so it’s a little way that we can kind of make a dramatic impact in the world. We get a lot of stories of people who have been going to go to work on an electrical system. They were just moving throughout their day, trying to do their work, and all of a sudden they saw that our unit was indicating and they were about to put their hand on that bus bar or that cable, and they stop and realize, “Oh, there’s still power there.” And they could have been either severely injured or dead. And so we get those stories quite frequently, and so it's really impactful to hear that, to know that we're doing that kind of good in the world. Share on X   Yeah, I love that. And yes, I mean, it’s dangerous. My son actually worked for an electrical contractor last year, and they told him the story that they were in big industrial facilities and one of their workers was trying to fix a light and he got shocked. And the only way to save him was to kick the ladder out from under him. He ended up breaking his leg. So it was kind of funny story afterward, but also a very dramatic one at the same time. So yeah, you definitely want to avoid situations like that.  100%.  And I think what you do is really great, and focusing on the safety aspect is very important as well. What I’m wondering—because I’m a framework guy and I’m always looking for new frameworks people have developed—and obviously within the Pinnacle system there are a lot of frameworks. But you’ve been doing this for a few years, and I’m sure that you have come up with your own. So what is your favorite framework—something simple enough for listeners to understand in maybe three to five steps—that could help them improve their business?  My favorite framework really comes from Jim Collins’ work on the Flywheel. And I think you reference it in your book as well, Steve. I think if people can see their business—or even their life—through the lens of a flywheel, it becomes really useful. So in our business, our flywheel is relatively simple. And I think there are probably only a limited number of flywheel models companies really operate under. Our version of a product flywheel works like this:  We start with amazing new products and services. If we do that well, we naturally excite our channel partners. When our channel gets excited, they can’t help but get us specified by customers. Once we’re specified by customers, it grows our revenues, unit sales, and customer base. Share on X And as that happens, it expands the power of the brand, which allows us to set high prices and deliver higher gross margins to be able to reinvest into R&D for amazing new products and services. And I think while maybe there’s a couple of pieces in ours channel-specific or whatever, we found that most of my focus as CEO is just constantly figuring out how do I push those pieces of the flywheel, and where is the current bottleneck in the flywheel? Is the bottleneck getting the specifications? Is the bottleneck the wrong product? One of the challenges in our business is that we have a 12-month product development cycle plus an 8-to-12-month sales cycle for products. So if I miss, I’m basically down for two years. And I don’t really know it early enough unless I’m paying close attention to the leading indicators—which we’ve become much smarter about over the last few years. A lot of business people tend to focus only on lagging indicators, and they’re not always clear on what the leading indicators are in their business—or how correlated those leading indicators are to the lagging results.  I’ll say this: the most recent releases of Claude have made it incredibly easy to input a bunch of variables and figure out how strongly your leading indicators correlate with your lagging success. I probably haven’t done that kind of work since college and deep regression analysis or logarithmic modeling. And now Claude makes it so easy. So if you can identify the leading indicators tied to your future success, and you know there’s an 80% or 85% correlation, then that leading indicator is almost as valuable as the lagging indicator itself. And if your lagging indicator is revenue, that gives you a pretty strong signal about what you should actually be focusing on. Share on X Yeah. That’s a great way to reverse-engineer those leading indicators from the outcomes you’re targeting. I love that. So when you say that one of the flywheel cogs is for people to specify your product, what do you mean by that exactly? We come out with a product, and then we get meetings with large end-user customers. Okay? Our products are really sold into two major markets. One is the industrial market—everything from where things come out of the ground, like oil and gas, pulp and paper, and mining—to all the downstream processing industries, including automotive, tire and rubber, consumer packaged goods, food and beverage, all those kinds of industries like shipbuilding, naval yards, and all those kinds of environments. All of these places have complex electrical and control systems. And when a factory or facility is being designed or upgraded, someone is writing a specification document.  That specification literally defines how everything should be built—including the machinery and the electrical systems. So we want to make sure our products, from an electrical safety perspective, are included in those specification documents. We’ve been really fortunate to get into some of the world’s largest companies’ control specifications Share on X companies like Amazon, Procter & Gamble, GM, and Ford. These large organizations really see the value in our products from both a productivity and a safety standpoint. And that’s really the key to our success: driving specifications with large end-user customers. Yeah. So it sounds like when you get specified, then essentially you’re baked in to their product, and then you kind of have, at least for the time being, you have a monopoly of supplying them. Is that the case?  Yeah. And some specifications are a little more open. They may specify our type of device, or they may even list competitors as alternatives. And then it becomes a little more of a street brawl when we’re competing. But either way, we want to grow the overall market for products like ours—not just our own products—because we’re in the safety business. And I think it’s really shortsighted to be selfish about that. I think we have much more opportunity if the overall pie grows than if we focus only on increasing our individual slice of the pie. Of course, I’m going to do the best I can to grow our share. But ultimately, electrical safety and electrical reliability in factories are still major problems. And the number of deaths, injuries, and life-changing accidents we hear about—it continues. We hear those stories all the time, and we don’t want those things to happen. Yeah. Love it. So your business is innovation-driven, and you are designing these electrical appliances that increase productivity, reduce risk. What is the major success factor in being able to come up with new products along these lines?  Yeah, so I guess I’ll tell you my biggest failure. Okay? I’ll use the failure to illustrate the point. That’s good. I think I was about 25 or 26 years old, and I was working with a c

    23 min

  4. May 11

    331: Drive Growth Using AI Agents with Max Kryzhanovskiy

    https://youtu.be/aQyHwoGfy50 Max Kryzhanovskiy, President and CEO of MOS Creative, is driven by a desire to set an example for his children and show what’s possible through technology, persistence, and innovation. As the leader of a tech-forward agency that builds websites, apps, and AI-enabled platforms, Max helps businesses move from idea to execution by creating digital products that solve real problems and scale over time. We explore Max’s MVP Framework — Define the problem, Determine target market, Prototype the product, Build the MVP, Test and obtain feedback, Iterate — a practical approach for transforming ideas into scalable digital products. Max explains why founders should avoid overbuilding too early, how AI is accelerating prototyping and development, and why businesses must balance automation with authentic human connection. — Drive Growth Using AI Agents with Max Kryzhanovskiy  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is Max Kryzhanovskiy, the President and CEO of MOS Creative, a company that builds websites and apps that drive growth. They were also the first company in Baltimore to launch a mobile site. Welcome to the show, Max.  Thank you for having me.  Let me ask you this—what is a mobile site? Is it a mobile phone site, or is it something different?  I mean, now it probably doesn’t matter as much anymore, because everybody obviously has a website that works on a smartphone screen—or a responsive websites. But before mobile websites came out—or I should say, when smartphones first came out—we had to adjust for smaller screens. We were all used to bigger screens on a computer, and then once we started having different screen sizes come out before responsive, we were the first company to have a mobile website in Baltimore. And we actually built a web application specifically to create them ourselves, and then also went to market to offer it to other clients as well. So a mobile website is just like it sounds, a website that’s specifically designed for mobile.  That’s cool. So it sounds like you are very much a tech-forward company, and you are at the edge of technology. And as we were logging on, you said that you would be recording this on your phone because you actually have AI agents running on your computer. Does that mean you have AI agents as part of your team? What kind of agents do you have? Is it still an experiment, or is it already in execution mode?  It’s in execution mode, but we’re always experimenting. We like to think we’re ahead of the curve, but with AI, we’re all experimenting to a certain extent, right? Something new comes out, we try it out, see if it works, and see how it can be applied to your business—what kind of outcomes it can give you. So I’m all about AI. It’s amazing. It’s an amazing tool. But I think AI is becoming a lot more than we thought it was going to be—and also a lot less at the same time. Meaning, when AI launched—for example, when ChatGPT came out to the broader market—I mean, obviously AI had been around for a while—but when ChatGPT launched its chatbot platform publicly, we were amazed by how much work it could done. So it went from zero to a hundred. “Oh my God, it can do all of this,” right? But now, for example, with the more recent models—4.5, 5.0—the improvements are much smaller.  It’s not a hundred percent or a thousand percent better anymore. Now it’s maybe five or ten percent better, but the cost keeps increasing. I just read somewhere that even Claude said Claude Code won’t be included much longer as part of the regular plan. So now it’s only in the $200 higher-tier plan, plus you have to buy additional tokens. So it’s really becoming more like, “Hey, yeah, we can do this for you—but you’re going to end up paying something similar to what you’d pay a team.” At first, it was more like, “Let’s get into the market. Let’s get a lot of people interested.” But now, obviously, they have a lot of money behind them—investors, VCs, public market pressure—and they need to bring in revenue. So I think things are going to change very soon. AI is going to become a lot more expensive because the infrastructure and resources it requires are expensive. So eventually, those costs are going to be passed on to users. Yeah. And I noticed that ChatGPT started to do some ads as well. They’re probably going to go that direction, and who knows what that’s going to bring. But that’s not our topic today. Today, it’s about something else—frameworks. But before I go to the framework question, I’d like to ask you: what is your personal “why,” and how are you manifesting it at MOS Creative? Well, I’m a family man, so my “why” is to see my kids grow up to be amazing human beings—and hopefully to show them a great example of what can be accomplished in sports and in business. So my “why” is also to be a good person. Success can mean different things to different people, but for me, I love the hunt to get to a certain level of success. And then it’s kind of like—us as humans, or at least a lot of people—we reach a certain level of success and we don’t really celebrate it. It’s more like, “Okay, let’s get to the next level.” So my “why” is to show my kids that anything is possible if they really want it. Why I got into this space—it was exciting. You could see how quickly technology was moving, the kind of innovation that was possible, and it excited me. So that was one of the main reasons I got into technology. But the other reason was because I was in a different business, and we created technology that helped us grow. And I thought, “Oh wow, this is a completely different way to scale a business.” So technology became the direction we took. Yeah, I love it. I think inspiring our kids is a huge driver for many people, and it totally makes sense. Technology is exciting. I’d like to switch gears here and ask my other common question on this podcast, because this podcast is all about frameworks—business frameworks—how we can help listeners understand things, simplify things, and see different perspectives. So my question to you is: what is your favorite shortcut to success—or framework? And I don’t mean “shortcut” in a negative sense, but rather a framework that allows you to understand things differently, make decisions, serve clients, and create valuable outcomes. Whatever it is—something that has worked for you, and is simple enough that you can explain it to listeners in three to five steps. Well, I believe in always being open to learning. It’s not specifically a framework—it’s more of a mindset: understanding that we don’t know everything, especially now, with how quickly things are changing. I mean, a lot of people say that AI is going to make humanity a little dumber than we are. But actually, I learn a lot from it as well. If I’m doing something and I think, “Oh, this is a great way to speed up the process,” then I use it. So let’s say, for example, a client asks me a question. There are different ways to approach it. If I already know the answer because I have specific experience with it, I can answer it, right? That doesn’t always mean the answer is going to be correct.  I can research it, or I can get an answer from AI and then verify it through research and experience to make sure the outcome is actually what it says it’s going to be. The learning part is making sure you’re always open to figuring out whether the steps you’ve taken before are the right steps—or whether they can be optimized. I’m a big believer that everything can be optimized, especially now. There’s almost no question that can’t be answered quickly. Maybe there are some deep philosophical questions—but for the most part, especially in business, work, or even life, you can get answers very quickly. For example, I had a kind of vertigo-type feeling, and I was wondering what exactly it was. I entered specific prompts into ChatGPT, and it actually broke things down really well for me. Then I went to a doctor. First, I checked with a friend of mine who’s a nurse, and she said, “This is probably what you have.” And she started asking me questions. I thought, “This is funny—these are exactly the same questions ChatGPT asked me.” And her husband said, “You know what? That proves that medicine is basically a set of questions. As you answer one question, it leads to the next.” So it’s like a dynamic questionnaire. And by the time I got to the doctor, I already had a good idea of what it potentially was, and I knew what questions to ask so I could understand the next steps to fix it.  Yeah.  So what I’m saying is there’s always a way to improve. I’m a big believer in that. It doesn’t matter what you’re doing, because in this age, everything moves very fast—regardless of the business you’re in. That’s true. It’s interesting that you say ChatGPT can answer any question. It’s true—sometimes it hallucinates, but it still gives you an answer. Yesterday, I went to a presentation, and the president of Great Game of Business talked about this. He said, “Today, the answer is everywhere. So it’s not a lack of answers—it’s a lack of good questions.” So what we really have to come up with are good questions to ask. That’s the bigger challenge now—not finding the answer. And I thought that was a really interesting insight. I agree. It’s the same thing, right? It relates to prompts as well. If you have a good prompt, you’re going to get a better answer. If you ask a good question, you’re going to get a better answer. So yeah, I agree with you. Listen, AI isn’t a complete solution, but it’s a huge help—especially if you’re just starting out. Yeah. So what drives your bu

    30 min

  5. May 4

    330: Grow Your Business in 3 Phases with James Green

    https://youtu.be/oPA1dSUab9Y James Green, CEO of Cognome and former Pixar executive under Steve Jobs, is driven by a deep curiosity and a pull toward ideas that can create massive impact. From early internet ventures to mobile innovation and now AI in healthcare, James has consistently aligned himself with transformative trends. In this episode, he shares hard-earned lessons from scaling multiple companies and introduces a simple but powerful framework that explains why many startups struggle to grow beyond their early stages. We explore James’ 3-Stage StartUp Growth Framework: Whiteboard Phase, PowerPoint Phase, PDF Phase—a model that captures how organizations must evolve as they scale. He explains why early-stage chaos is necessary, how structure begins to take shape in the middle phase, and why standardization becomes critical at scale. James also dives into the toughest leadership challenges—especially making difficult people decisions—and shares why aligning with strong market tailwinds and creating “pull” from customers is essential for sustainable growth. — Grow Your Business in 3 Phases with James Green  Good day, dear listeners. Steve Preda here with the Management Blueprint, and my guest today is James Green, the CEO of Cognome, a health tech company that is solving the problem of how to manage different AI models that are being deployed in healthcare today. Earlier, he worked as a vice president at Disney. He worked directly under Steve Jobs at Pixar, and he has had at least six other CEO roles in ed tech, media, and healthcare. Welcome to the show, James.  Thank you very much. Delighted to be here.  Yeah, super excited. And Steve Jobs—you don’t often have people that have known Steve Jobs now even Tim Cook has resigned. Yeah. Yeah.  And it’s 13 years, I guess. Steve Jobs is being gone. So what was it like working with the man? Was he a difficult boss?  First of all, most of the things you hear about him are accurate. So it’s not one of these things where you hear a lot about Steve Jobs and actually the man was totally different. So most of what you’ve heard is true. And I’ll give you one short anecdote sort of before we go on, which is something that I always found incredibly impressive about him. When you work for him, if you disagreed and said, “Hey, you want it to be white, I want it to be black,” without hesitation he would say something like, “Here are seven reasons why you’re wrong.” First of all, before we go into those seven reasons, what’s impressive about that is he had a number and he stuck with it.  And it happened in seconds and he didn’t know before. So if you think about that, it’s hard to keep all of that in your head. So the guy was just super, super clever. And then he would list them 1, 2, 3, 4, 5, 6, 7, and you’d be out. Like it’s done. It’s like, “Oh, damn.” So yeah, he was unbelievable human, and it was an honor and a privilege to have worked with him.  Yeah, well, that’s awesome—to talk to you, having worked with him and having some direct experience. Definitely not an easy boss when he has seven guns to shoot you down. Yeah.  But there’s a lot to learn. I mean, you learn the most from these kinds of bosses.  Yeah.  So let’s get into the question—which is normally the first one, but this is the exception: What is your personal “why,” and how are you manifesting it in Cognome, James, and in your previous jobs?  Yeah, I’ve thought about this a lot. I’ve tried to come up with what my “why” really is. And what I’ve come up with is I can’t help myself. And I’m going to go through examples of it and what I mean by that. I pay a lot of attention to the world. I pay a lot of attention to what’s going on. I get very seduced by new ideas and new things and things that I think will have big impact. And once I start thinking about it and thinking about what that impact is, I cannot help but start getting involved in it. That sounds very abstract, so I want to try to make that super concrete. So when I was working at Pixar, for example—the internet was being born. This is the late ’90s.  I couldn’t help myself. I started an ad-serving company called Sabela Media. That company got sold to 24/7, then to DoubleClick, which later got acquired by Google. So the internet was there. I had to do it. I had to have something in it. Then after that, I was thinking about what to do next—and mobile phones, if you remember, were still flip phones, mostly used for texting. The second company that I did was putting content onto those phones. It just seemed obvious to me—I couldn’t help myself. I saw the opportunity, and it clearly worked. That company was called GiantBear. It was sold to BlueCora. After that, there was this crazy innovation going on in television of all things with effects. Now, again, we take these things for granted. We’ve got AI creating things all day long, back in the day, we didn’t. So I ran a company called PVI, which is famous for inventing the first-down line you see in football games. So that was kind of the very first virtual object you saw in live things. Again, it may seem like, oh, that’s an everyday event, but back in the day it was totally not. And I think it opened up football to many more people—you no longer needed the chain crew to understand what was going on. And then if we fast-forward—there are a few things in the middle, but I don’t want to bore everyone—to where I am today at Cognome. I even wore my little Cognome shirt so I could advertise it throughout the podcast.  Yeah, that’s smart. I have to do that.  AI is clearly the big thing today. But for me, intellectually, it’s not enough to just say, “I’ll do an AI model,” like everyone else. For me, healthcare is one of the areas that AI will have the biggest impact with. Healthcare for a lot of reasons has been a laggard technologically for specific things about how they store data, so it hasn’t been adopted things like multi-tenant SaaS, because the data has to stay local and things like this. So AI will revolutionize it. And AI will make decisions about whether people live or die, right? So it’s really consequential. And for me, the question is—how are you going to manage that? That’s a super interesting intellectual opportunity. And so Cognome ExplainerAI. So my “why” is: what’s going on, what’s interesting, and what’s changing the world? And the beautiful thing about that is you get a “rising tide lifts all boats” situation. You’re not fighting against a trend—you’re moving with it. The whole world is rising, and you can be part of that. That’s sort of my “why”.  Yeah, so basically—in other words—it’s about coming up with revolutionary ideas and implementing them?  Yeah. I mean, I want to make an impact in the world. I want to make a difference. I’m not a very religious person—in fact, not at all. So I believe our time here is limited. I want to make a difference. I want to be part of what’s going on. So yeah, that’s my “why.”  Yeah—tapping into trends. Well, that’s great. I mean, don’t know if it’s a “why,” but making the most of the opportunity to be here and maximizing impact—that’s a huge one. Love it.  Yeah.  STEVE PREDA: So let me segue to the next one. This podcast is all about frameworks. So the objective here is what’s a shortcut that you can teach the listeners that they can implement in their business? So what is your “shortcut” to success? Maybe “shortcut” is the wrong word. What is the framework you use to interpret the world, understand it better, and make decisions?  Yeah, this is another thing I struggled with a little bit. So I listened to your questions, and I tried to make my answers really personal. I’m trying to be authentic—this is what I actually do all the time, as opposed to this is what I’m doing at the moment, or this is what I did for a second. The truth is, frameworks come and go. There are a lot of frameworks out there. I’ve probably used 15 different sales frameworks. I mostly operate in the B2B world, so there are lots of frameworks you can use—for example, in sales. But I tried to think of something more consistent—a framework I’ve used across every company I’ve worked with, all the time. And the one I always come back to is about growth. So what I want to talk about is: how do you manage a company that’s going through growth? Because it’s not obvious—and I do have a framework for it. And unlike some of the other frameworks—like something McKinsey, Bain, or someone’s invented this framework and you are adopting it. This is really pretty personal to me, and I’ve adopted various little things about it. There are these two ideas that live in parallel. One is in the sales process, where I think companies go through this idea of, I call it a Whiteboard sales process, a PowerPoint sales process. And forgive me for being a little dated, but a PDF style process, something you can’t change. And at the same time, they go through these stages where you are a small company, a medium-sized company, and a larger company. Think of it roughly as fewer than 12 people, then 10 to 75, and then 75 to 100 and beyond. And I’ve managed all of these sizes. And what’s interesting about these is that if you don’t have a framework to manage yourself through these stages, you’re going to fail. You as a leader will be replaced. I personally have replaced leaders who cannot go through those kinds of things. One of the things I’ve done in my career is act as a sort of hired gun for VCs. They make an investment, and then they bring me in to replace the founder if they haven’t been able to navigate that growth stage. And so the framework works like this. When you’re starting a company—what I call the “whiteboard”

    28 min

  6. Apr 27

    329: Help Your Clients Sleep Soundly with Andy Seeley

    https://youtu.be/N-og1bznPbs Andy Seeley, CEO of Creatively Disruptive and Ashworth Strategy, is on a mission to become the “8:00 AM call” for small business owners—the trusted partner they can turn to after those sleepless 3:00 AM nights filled with uncertainty. Having experienced the stress and isolation of entrepreneurship firsthand, Andy now helps technician-turned-business-owners (plumbers, gym owners, bakers, and more) build scalable, sustainable businesses with the right systems, strategy, and support. We explore Andy’s perspective on success—not as a shortcut, but as a combination of fundamentals: embracing failure, never giving up, and most importantly, building the right team. He shares how most small business owners get stuck because they try to do everything themselves, and why true growth comes from surrounding yourself with smart, hardworking people of strong character. Andy also dives into a critical operational insight: sequencing—doing the right things in the right order—to avoid overwhelming clients (and yourself) while still driving meaningful results. — Help Your Clients Sleep Soundly with Andy Seeley  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and today my guest is Andy Seeley, the CEO of Creatively Disruptive, an agency supporting local, community-based small businesses, and Ashworth Strategy, an e-commerce, multi-channel marketing agency that is creating sustainable growth for beauty, apparel, pets, and kids industry businesses. Andy, welcome to the show.  Thank you. I’m very happy to be here. Nice to see you, Steve.  Yeah, I’m excited to talk to you. It’s a very interesting combination that you have going here, but I’d like to start with my favorite question: what is your personal “why,” and how are you manifesting it in your businesses? I think the personal “why” kind of straddles all the businesses that we deal with. We typically don’t work with large corporate brands. We don’t typically deal with, not that we wouldn’t want to, but we typically don’t, and we don’t actually even try to focus on them. Because the main  why”, the founding of our business came from when my partner and I were talking—we weren’t very happy with the two different businesses we were operating. We were both working on one project together, but he had his own thing, and I had another thing. We were both there, we’d both gone through some really tough times ourselves and had experiences of feeling very alone, trying to figure things out—sometimes successfully, sometimes very unsuccessfully. And we both talking about our troubles and tribulations, and all of those kind of things. And we were like, wouldn’t it have been nice, wouldn’t it have been good if there was someone there to help us? That “staring at the ceiling at 3:00 AM” in the morning. And the morning is a thing that a lot of entrepreneurs and business owners are very familiar with, right? You wake up at 3:00 AM, staring at the ceiling, thinking, “I’ve got all these things to do.” Or if it’s tough times—how do I make payroll? If there’s a legal issue—what am I going to do about that? Whatever it is, there’s always something. Even in good times, there’s often something. What we thought to ourselves was we are oftentimes, when we were in that situation, we didn’t really have anybody to go to. That 3:00 AM turns into 4:00 AM, then 5:00 AM, and sometimes we were just like, well, I’m just going to get up. And then there are sleepless nights. And we thought if we come from the standpoint, it's a real thing. It's something we’re passionate about is that most small business owners are technicians. Share on X Most small business owners are very good at a thing, like they’re a plumber and they start a plumbing company, or a baker who starts a bakery. The E-Myth.  This is the E-Myth concept.  Right. They’re a gymnastics coach, so they start a gymnastics gym. Most business owners are technicians, which means they’re very good at a very specific thing, not so good at many other things that you have to be. And we wanted to be that 8:00 AM. We wanted to be their 8:00 AM. And what that means is—staring at the ceiling at 3:00 AM, maybe their mind racing for 30 minutes or so—but then they can say, “You know what, we’ll reach out to Andy and Russ at Creatively Disruptive at 8:00 AM. I’ll get some sleep. We’ll get to the bottom of this idea. We’ll get to the bottom of this problem. We’ll get to the bottom of it. And that was really important to us. And it really was a guiding light. That’s why, from a marketing standpoint—you could call us a marketing agency—but I don’t think it really is what we are. Because we do consultancy work. We work through exit strategies. We work through financial goals. We work through a whole bunch of stuff that does not include putting an ad up on Facebook, Instagram, or Google, or building websites. We ask—why are you doing all that stuff? I love your first question, because what’s the point of it all, right? I had a conversation with a frustrated client yesterday, and at the end of the frustration that the client had, they were not frustrated. And I said to them, “Look, we’re talking about a lot of different things, and the reality is what’s going on with you when working with us is there’s some amazing things happening, which you agree with.” But the reality is, you are not talking to us about running a Facebook ad. You didn’t come to us because you desperately want a Facebook ad run, or come to us because you would love your company on Google. That’s not the reason why you came to us. The reason why you came to us is something that those things will change in your life for the better. That’s why you’re talking to us. There’s a reason why you bought this business. So our “why” is really to help those small business owners—who are often technicians, very specialized people—develop a broader skill set and a team that can help them through their challenges. Share on X The beauty of what we do is—we have 120 clients, all dealing with different issues and different situations. Because we engage with them at a consultative level, we hear it all. We hear, many times many subjects, here’s what not to do—and on those same subjects, here’s what to do. And we actually collate that stuff. As you saw on our Zoom, there was a Zoom link we used—you saw my Read.ai. that read.ai As much as it’s for us to make sure that we have our ducks in order when we’re talking to somebody, it’s also an archive for us to make sure that some things that we spoke about, we learned about that now we can put that in our database to help other clients. And it’s not that we show other clients what we’ve spoken about and give state secrets and so forth.  It’s a repository of company knowledge that you have developed.  Absolutely. Me and you having a conversation like this, Steve, is all well and good. The fact that we are recording it is going to allow loads of other people to understand it. For us internally, it allows my team and us to look at stuff and go, okay, well this is a really good thing, let’s actually turn that into a process. Yeah. Love it. So a very long-winded, long thing. The “why” is, we want to be that 8:00 AM call after you’ve had a 3:00 AM wake up. Love it. I mean, that is the definition of trust. If you are the person that they call at 8:00 AM, then they know that they can sleep well because you’re there.  And the big, burning part of that “why” is that we didn’t have it—and it was tough. It was emotionally tough to be so concerned. I had a lot of 3:00 AM wake-up calls during the Great Recession in 2008–2009. It was a very worrying time. There was a market crash. Our house went from being worth $400,000 to being worth $100,000. We owed $300,000 on that house. We had a business that income went from about $500,000 a month. It was a gymnastics gym that my wife ran to making about $200,000 in a two month period, because so many layoffs were happening. My job, which was working for a TV station, we had loads of clients calling in, asking to cancel, trying to figure out how, so there was so much going on. Those 3:00 AMs were very regular thoughts that came up, and I would just sit there not knowing what to do and having no one to talk to. I desperately want to at least be someone that someone can think of, “You know what, we can call Andy. We can call the CD team, and we’ll figure this out.” So anyway, there you go.  Okay, so this is a great segue, because you mentioned Read.ai and how you’re thinking about about processes—and how to use the 120 clients you have and the challenges you solve. How do you turn that into a process so other clients can easily access to it? So this podcast is really about this kind of stuff. It’s called Management Blueprint, and I’m always looking for shortcuts—business shortcuts, frameworks that entrepreneurs have discovered along the way and that they could share with the listeners and could help other people listening to have a better process. It could be anything—three to five steps—looking at something, seeing something in a different light. So what do you have in mind for us?  So a shortcut to success—I’m always a little bit leery of statements like that. “Shortcuts to success”. It always feels a little bit like a 2:00 AM infomercial—blah, blah, blah—and you get steak knives with it. Because the reality is, oftentimes there’s no shortcut. I’m sure you’ve asked this question a million times, and a lot of people say, “Here are the shortcuts.” But my experience is—the real truth is—there are a couple of fundamentals to success. One is being okay with not having it right? That’s a “shortcut,” if you want to call it t

    26 min

  7. Apr 20

    328: Set Goals in 5 Steps with David Steele

    https://youtu.be/vmziYo0mPmE David Steele, serial entrepreneur and Founder and CEO of One Wealth Advisors, is driven by a simple but powerful mission: helping people. Whether through wealth management, hospitality ventures, or advising founders and leadership teams, David sees all of his businesses through one lens—service, care, and improving the lives of the people they touch. We explore David’s OKR Goal Setting Framework—a practical system for turning intention into results: identify, articulate, share, measure, and execute. David explains why limiting goals to just a few priorities creates clarity, how articulating and sharing them builds accountability, and why consistent measurement and execution are what ultimately drive outcomes. He also shares how this framework applies differently in life versus business, why simplicity beats complexity in strategic planning, and how a hospitality mindset fuels both growth and long-term client loyalty. — Set Goals in 5 Steps with David Steele  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is David Steele, a serial entrepreneur and the Founder and CEO of One Wealth Advisors. David, welcome to the show.  Oh, thanks for having me.  Well, great to have you. You have a very interesting career and interesting businesses, and you keep a lot of balls in the air. So I’d like to dig in. I was very interested in what I read on your website about your personal mission and why you do things. So would you mind sharing with our listeners what your personal “why” is and how you are manifesting it in your business and businesses?  My personal why—it’s always people. And everything I've done in my life is about figuring out ways that I can help people. Share on X I have done so in what is seemingly different businesses. My primary role is founder and CEO of a wealth management financial planning company called One Wealth Advisors, where we work with a little over 400 families, helping them manage their financial lives. But I’ve also created two restaurant companies that are, I think, involved in the conversation around culture. They’re cool, they’re interesting. They currently have seven restaurants combined, with four more opening over the next six months. And these are seemingly different businesses, but for me, it’s really about people. The financial planning company, I see as a hospitality business—we serve people. I’m very skeptical of the majority of the financial services industry, which tries to sell their value proposition on their technical wizardry or perspective on investing or tricks or whatever. And for us, it’s like—that’s commoditized. Everybody’s doing the same stuff. Our value proposition is that there is nobody who will envelop you with more care, love, service, attentiveness, responsiveness, and proactiveness in the industry than we will. Share on X And we can compete on that. And when I describe my financial planning company that way, and I then talk about restaurants as hospitality businesses—which is not much of a stretch—where we envelop people with deliciousness and great service, the common thread comes through. But maybe the deeper common thread for me is my partners in these different businesses. My role in their lives is to help them—as individuals, as partners in our companies—to live happy, peaceful, productive lives and to feel valued. So for me, I do the same thing every day, all day—but everyone else sees these different weird things. I’m the board of a coffee shop company, another restaurant company, a music band management company, and a music production company. And my view on all of those is that I'm there to provide hospitality and service to the founders and the executive teams of those companies. So for me, it’s all about people. Share on X Very interesting. I mean, the hospitality angle and the quality-of-life angle—I saw it on your website. You really don’t talk about financial performance there at all. You talk about how to improve the life of your clients. That’s kind of the big theme there. And I like the blogs as well—that also comes back to the quality-of-life theme. So anyhow, I don’t want to get too deep into this, because what I’m curious about is frameworks. This is a podcast about frameworks, and I wonder—what is the framework that has worked in your life that is simple to explain, maybe three to five steps, that you could share with the audience? Something they could use to help their own businesses or themselves by implementing or thinking about things in a clearer, simpler way. It’s so basic. The key to life, in my mind, is so basic. Identify goals—two to four. More than five is probably too many. And I don’t care if it’s for your business, your life, a relationship—I don’t care what it is. Actually identify those goals. Articulate those goals—clear, concise, as few words as possible. Try to apply some type of measurement to those goals. And then once those goals are articulated, you can measure them, whether they succeed or fail. It becomes pretty clear what a strategic plan might look like to achieve those goals. And I think that goal setting is human magic.  I’ve written a couple of life plans throughout my life, and I never looked at them again after writing them—until many, many years later. And lo and behold, I achieved everything I’d written on those life plans. I usually don’t look at them for 10 years. And I just think the clear articulation of the goal, sharing the goals with people—because then you become accountable, to yourself and to them—it’s out in the world. You’re going to achieve those things. Share on X Okay, so identify, articulate, share, measure, and execute—is that the framework?  That’s it.  Yeah. Love it. That’s great. Yeah, I mean, goals do have a magic to them, so if you don’t ever look at them, how do you not forget them?  I think that’s the human magic part. I mean, for a business, I do believe goal setting and strategic planning should be a continual process. For life planning, I think it’s probably okay to articulate your goals and maybe not look at them again. And I don’t necessarily think for life planning you need to have a written strategic plan. The human magic part is that if you say you want to do something in life, and you articulate it and you share it with people, the human magic part is it’s now present forever in your subconscious. And so energetically, you’re going to, I think, very naturally orient yourself around those goals just simply in your everyday existence. And I think that’s for maybe for life planning. For businesses, I do think it’s best to have a framework for this, and so my businesses use, and I don’t care what the framework is—we use objectives and key results, OKRs. They’re pretty commonly used now. And I don’t care if you use KPIs, OKRs, or whatever it may be. You and your team should sit down each year, and ideally you already have a long-term vision for the company, which should be pretty concise and focused. And then your annual goal setting in between and what I’ll call tactical plans or mini strategic plans that you can then look at each quarter. With the objectives and key results, we assign a leader to each objective. The leader understands that they are tasked with organizing the necessary team members to achieve the goal. Share on X We have key results that we define in our annual strategic planning meeting, and then we have quarterly check-ins. I’m the CEO of the financial planning company, so I check in with each leader every quarter to see how they’re progressing on their objectives and the key results for those objectives. And then for the restaurant companies, I am the executive chairman of both of them and a co-founder. I meet with the CEO, and then the CEO meets with the team to check in on their progress of their goals. So the human magic part is this idea that you can just say, “I want to do this thing,” write it down, and not look at it again. But for business, I do think it requires a more consistent, structured, written approach.  So help me with these OKRs. I mean, I’m familiar with the OKRs, but what I’ve always wondered is, when you have key results for every objective, then is this not too limiting in terms of having to choose the kind of objective which you can measure with the key results, as opposed to—and maybe this is my blind spot here. Maybe there are objectives that don’t really lend themselves to regular measurement of key results, but because they are maybe binary. Either we acquired this new location or we didn’t, there’s not really much key results other than it has to be a size, profitability, whatever. So I don’t know—maybe I’m rambling here—but what’s your view on this?  Well, I mean, I would push back a little bit on that. Let’s say your objective is to acquire—through vertical or horizontal integration—another business. I think a key result could be, over the course of the year: what is the process by which you’re identifying potential companies to acquire? What is your vetting process? What is the activity around outreach, vetting, and analysis? Maybe sometimes there’s a bit of a square peg, round hole problem with this, but I don’t think there’s a negative to articulating the binary objective, even if it’s imperfect key results that you’re going to be using to measure them. Yeah, I think I need more clarity on this. I always thought of the two sides of the coin is you’ve got the easily measurable things, which typically pertain to the business—growing the business, executing processes, doing sales activities, this kind of stuff, which is working on the present. And then you have those bigger—what do you call them—OKRs or Rocks—those big objectiv

    20 min

  8. Apr 13

    327: 3D Print Your Software with Piyush Jain

    https://youtu.be/_FEQAirQyWY Piyush Jain, Founder and CEO of Simpalm and co-founder of Ducknowl, is on a mission to solve real-world challenges by combining technology and entrepreneurship. With over 15 years of experience building custom software solutions, Piyush helps businesses turn complex ideas into practical applications by blending technical depth, business acumen, and a strong problem-solving mindset. We explore Piyush’s AI Ideation Framework—Validate idea, Proof of concept, Design, Competitor analysis, and Feature selection—a practical approach to building software in the post-AI era. Piyush explains how AI can help teams better understand user personas, validate product assumptions, and rapidly prototype ideas, while human expertise remains essential in design, architecture, and production-grade development. He also shares how prompt engineering, peer-reviewed prompting, and a right-shoring delivery model can help businesses build smarter, faster, and more cost-effectively. — 3D Print Your Software with Piyush Jain Good day, dear listeners. Steve Preda here with the Management Blueprint, and my guest today is Piyush Jain, the Founder and CEO of Simpalm, a custom software development company, and the co-founder of Ducknowl, a candidate screening and assessment application business for high-volume recruiting. Piyush, welcome to the show.  Thank you, Steve. Thanks for inviting me.  Well, I’m very curious about the stuff that you have to share with us, and I’d like to ask first about your personal purpose. What is your “why,” and how are you manifesting it in your business?  Yeah, so that’s a very interesting question. And I think for every entrepreneur or tech founder, really, that’s the motivation—why you want to do certain things. So for me, if I look at it, my personal “why” is: why are we not solving challenges? Or why are we not solving them the right way? Why are we not transforming our lives? I grew up in India and then came to the US, so I’ve seen many different parts of the world—from Asia to North America. I see people face different challenges, but then we are not focusing on solving those problems. A lot of it I see is there’s a lot of challenges in the world because I believe there are not enough entrepreneurs. Because entrepreneurs are the ones who really take risks, combine everything, and create solutions. That was like me, right? That’s what I learned growing up, that I think I can do that, right? I can combine the technical knowledge and the business acumen and create solutions that people like, solve their challenges. Growing up, like I'm more on the technical side. Share on X I was inclined more toward science and technology, but then as I got into my undergrad and grad school, I realized that I have that entrepreneurship aspect, but it’s still around science and technology. That’s when I realized that, you know what, I cannot be a pure scientist or maybe a pure entrepreneur, but I can be someone who can combine these two, because my main driving factor is problem-solving. I can combine these two and then live my life, be very happy with what I do. That has been my motivation. I like it. So solving challenges and being an entrepreneur, and kind of combining the two—being the technical expert and the entrepreneur in one. Now, one of the things that we always talk about on this podcast is frameworks. And you have developed a really good one for AI ideation, which I think is something that everyone needs to do these days or use these days, and it helps you create business apps and other business applications. Can you share with me how that framework works, and what are the steps in it?  Sure, yeah, definitely. So just to give you a brief background, we’ve been building software for the last 15 years. Some companies have used different frameworks, whether it’s Agile or Waterfall in SDLC, in building the software, right? There are different methodology that companies have used, and they’ve been good, successful—they’ve played their role. But now, with the advent of AI, things have changed. We had to figure out, in our organization, how to use AI, and that’s how this framework was built. My team helped me building this framework as well. Share on X But we realized that we were losing business—we were losing clients—since we didn’t have an AI framework that would fit our clients. Again, for me, it’s a challenge. So anytime I see a challenge, it create brain juice in me, right? So I said, okay, let’s figure out how we create this framework. How did you do it?  So really, we built this framework—very interesting. A lot of the steps are similar, but then a lot of things are different. Share on X Whenever client comes to us and says, “Hey, we want to solve this challenge,” what we do is we do enough research. And now we use a lot of AI tools to really understand the problem better and understand the user persona. When you build any software application, there is a person who’s going to use that. Sometimes we used to do user research or focus studies to understand that. Now, with the help of AI, we can get a lot of ideas about the user persona. For example, maybe we are building a healthcare application for an anesthesiologist. I don’t know much about that. I know, I mean, because I have been through some medical surgery and all that, but I can’t fully understand their user persona or their requirements with respect to the application we’re building. But now, with AI, I can actually ask different AI models, “Hey, we are building this app for anesthesiologists. What are their pain points? How would they see it?” So all that deeper mindset and psychology we can get using AI.  You are validating the idea by interrogating AI applications.  What users are going to like and all that. So I will always use this term earlier. In software engineering, now we have this pre-AI and post-AI, right? If you read history, we talk about before Christ and after Christ, right? Yeah. So it’s a similar thing now. Yeah, exactly. Or before Covid, after Covid. Before AI, after we did all the user research and everything and created a requirements document, we would usually do design, create like a visual design of the software. But now, with the AI framework, we don't do that. That's not the next step. What we do instead is create a quick prototype using AI platforms. Share on X   So there are a lot of AI platforms—like Lovable, Claude. Now ChatGPT launched Codex for coding, and Replit. Depending on what kind of application you’re building—for example, maybe if you’re building a web-based application—then I recommend using Lovable or Replit. They’re very good at creating that. Whatever software you want to build, whatever user personas that you’re addressing, you can feed into that and it’ll create like a prototype application. Okay.  So what that does is actually, then this prototype, clients can just take it to their customers or internal users and get feedback. A picture is better than a thousand words. Organizations discussing an idea is very different from when they actually see something. Then everybody starts chipping in—“Oh yeah, I see this in the prototype, but I don’t want this,” or “I want to move things around,” or “This is what I want.” Basically, building a prototype on AI platforms is much faster than building wireframes and design prototypes like we used to do earlier. So that has changed. So you’re 3D printing your software, right?  Yes, exactly. There you go. Well, that’s a very good way you put it together. Yeah. So, yeah, exactly. You’re just 3D printing the software, right? So you can see it, visualize it, and then once you go through that, it creates a lot of better ideas about the software in faster time. So once you have that, then you go into UI/UX design. So in that also, there are two steps. One is wireframing. Wireframing is like creating the flow in black and white. It’s like creating a skeleton of your software. It does not have the color, the font, or the branding, but you just create all the different user journeys, the screens, the flow, and the fields that will be there on the screen. So we have integrated AI into that step as well. Earlier, it used to be created by a designer or a business analyst. Now we are using software like Uizard or UX Pilot, where we define what we want—what kind of user journey, flows, and screens—and it creates that. It spins out those wireframes in minutes. So really that has reduced now. The time it used to take to create wire frames is faster now.  So you’re designing the wireframes with AI?  Yes, but it’s just the wireframe part of it, and it’s still guided by our expert VA or designer—someone who knows how to really visualize things and has done a lot of wireframes and sketches. So they know what to tell the AI. Prompting is very important. It’s very important that you know how to prompt—what to ask for—so that you can get variations and differentiation in the wireframes. You don’t want a standard AI-created wireframe. Everybody can recognize AI-generated images now, right? If I show you one, you’d say, “Oh yeah, it’s AI-generated.” I know that, right? Yeah. So again, we keep the human intelligence. We’re not asking AI to create the full software end-to-end. It never works—it’ll never work. It just doesn’t. I know that’s a strong statement, but I’m saying that based on experience and an understanding of human behavior and psychology. So AI agents will not be able to code software, in your opinion?  No, they can do the coding, but they cannot build the whole software end-to-end—a production-deployed software. Because these software are being used by humans. You have to have human intelligence to understand and define what you need and how it work

    24 min
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Interviews with CEOs and Entrepreneurs about the frameworks they are using to build and scale their businesses.

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