100 episodes

CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.

Process Breakdown Podcast (audio‪)‬ Process Breakdown Podcast (audio)

    • Business
    • 4.6 • 12 Ratings

CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.

    Building Effective Teams in a Competitive Market

    Building Effective Teams in a Competitive Market

    There’s no limit to what an organization can achieve with the right people.







    As the chief operating officer at City Year, a nonprofit, Dr. John Tupponce accomplishes the organization’s goals by cultivating an inclusive team culture.







    In this episode of the Process Breakdown Podcast, Dr. John Tupponce speaks with the host, Chad Franzen, about how to build and motivate your team for collective success.















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    Show Notes







    [0:26] Intro     







    * Chad Franzen mentions some of the past guests who have been on the show including David Allen of Getting Things Done and Michael Gerber of the E-Myth. * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses to streamline their operations even in life-or-death situations.    * SweetProcess offers a 14-day free trial without a credit card. 















    [1:21]  Chad Franzen introduces the guest, Dr. John Tupponce. 















    [1:56]  Dr. John gives an overview of what City Year is all about. 







    * City Year is an education nonprofit that has been in existence for thirty years. * A part of the AmeriCorps network, the organization connects with 29 school districts across the country. 















    [3:35]  What are Dr. John’s daily responsibilities as COO of City Year?







    * Dr. John works with an operations team and three market presidents.* He leads the teams in supporting the 29 school districts in their work with people and finance to make an impact. * City Year is a relationship-based company, so the team maintains a healthy relationship with its stakeholders including the students and districts. 















    [4:40]  Dr. John talks about how he models his relationships with stakeholders at City Year.







    * City Year’s ability to work with students and motivate core members to work relentlessly attracted Dr. John to the organization. * Dr. John engages the people at City Year to understand their needs and seeks ways to fulfill their needs. * As a leader, you have to listen to the people you work with and understand their needs. 















    [6:57]  How does listening impact an organization’s leadership?







    * Listening helps you to make better decisions about the situation at hand.

    • 20 min
    Aligning Your Team With Your Organization’s Core Values for Sustainable Growth

    Aligning Your Team With Your Organization’s Core Values for Sustainable Growth

    People are an essential asset of any business. How you manage them determines your organization’s outcome.







    As the chief operating officer (COO) at Caresyntax, a surgical healthcare software and data solutions provider, Tim Lantz implements an operational framework that prioritizes his team and aligns them with the organization’s core values. 







    Tim Lantz is the guest in this episode of the Process Breakdown Podcast. He speaks with host Chad Franzen about the importance of aligning your team with your core values for sustainable growth.















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    Show Notes 







    [0:26] Intro     







    * Chad Franzen mentions some of the past guests who have been on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.  * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.     * SweetProcess offers a 14-day free trial with no credit card required.   







    [1:20] Chad Franzen introduces the guest, Tim Lantz.







    [2:25] Tim gives an overview of Caresyntax.







    * Founded in Germany about seven years ago, Caresyntax is a global innovator in software and data solutions that provides surgical healthcare software solutions to improve surgical outcomes for patients.* The organization established its presence in the United States in 2019. It’s currently transitioning from startup mode into growth mode with about 190 employees in six different countries.* Caresyntax focuses on using data and technology in the operating room to make surgery safer for patients.







    [4:40] Tim describes his prior career experiences.







    * Although Tim has worked for a variety of organizations, 80% of his career has been in healthcare.







    [4:55] Tim describes his day-to-day role as COO at Caresyntax.







    * Tim manages the organization’s global operations, including production and manufacturing, regulatory compliance, customer success, implementation, training, data security, etc.







    [6:05] How does Tim prioritize technology, processes, and people in his day-to-day role as COO?







    * People are the most important asset in a company. Everything you do as a company operationally starts with people.* Your ability to adopt technology and create proces...

    • 22 min
    Creating a Standard Framework for Remote Team Success

    Creating a Standard Framework for Remote Team Success

    Transitioning from his role as the chief executive officer to the chief operating officer at thoughtbot, a software design and development agency, Chad Pytel enhances the organization’s operations across its remote locations by streamlining its workflow and providing the teams with the tools they need to be efficient at their jobs.







    Chad Pytel is the guest in this episode of the Process Breakdown Podcast. He speaks with host Chad Franzen about cultivating a positive culture in a remote team for success.















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    Show Notes 







    [0:26] Intro     







    * Chad Franzen mentions some of the past guests who have been on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.  * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.     * SweetProcess offers a 14-day free trial with no credit card required.   







    [1:21] Chad Franzen introduces the guest, Chad Pytel. 







    [1:47] Chad describes the services thoughtbot provides.







    * Founded about 19 years ago, thoughtbot is a software design and development company that helps businesses of all kinds to scale up their products and services with technology.* It helps businesses implement the best practices in refactoring, paying down technical debt, framework upgrades, etc. so they can solve meaningful problems for their customers with a design-led approach.







    [2:21] What’s an example of a product that thoughtbot helped with?







    * The organization helped Groupon in its early days to scale up. It has also worked with Uber in scaling its products.







    [3:00] Chad talks about transitioning from CEO to COO at thoughtbot.







    * Creating a company that lasts is more important to Chad than occupying roles.* When the organization couldn’t decouple its CEO role from the VP of sales role, Chad thought it was best to have someone who could perform both tasks effectively.







    [4:51] What led Chad to found thoughtbot?







    * Chad had been doing freelance web design and development work since his high school days.* The dot.com space was still suffering from the aftereffects of the 9/11 attacks when Chad graduated from Worcester Polytechnic Institute in 2002, so he couldn’t get a job.

    • 19 min
    Growing Your Business With Relevant Feedback

    Growing Your Business With Relevant Feedback

    Feedback helps in creating better products and services. But if you aren’t careful, you might waste time and resources implementing misaligned feedback.







    As the chief operating officer at Rhumbix, a construction software platform, Drew DeWalt adopts a systematic approach to developing products that resonate with the organization’s goals.







    Drew DeWalt is the guest in this episode of the Process Breakdown Podcast. He speaks with host Chad Franzen about sieving customer feedback for deliberate business improvement.















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    Show Notes 







    [0:26] Intro     







    * Chad Franzen mentions some of the past guests who have been on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.  * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.      * SweetProcess offers a 14-day free trial with no credit card required.   







    [1:23] Chad Franzen introduces the guest, Drew DeWalt. 







    [1:59] Drew gives an overview of Rhumbix’s business goals.







    * A field software platform for construction, Rhumbix was born out of a need to provide construction businesses with adequate data to make better decisions, especially in budgeting and project execution.







    [4:28] What are some of the software that people were using previously, and how is Rhumbix different from them?







    * Construction is the second largest industry in the world but one of the slowest to digitize.* Accounting software was used in construction, but it grew into enterprise resource planning (ERP) systems for resource planning.* Project management software became the standard in construction, but they aren’t good for managing enterprises.* Accounting and project management software aren’t data-centric but document-centric.* Rhumbix helps structure all the raw data and insights on project performance available at its inception into unit rates.







    [7:39] Drew describes his day-to-day role as COO.







    * Drew manages individual departments and ensures that they plan and execute the organization’s goals.* Overseeing employee engagement, morale, and company culture, Drew holds weekly and bi-weekly meetings with managers. He also sets up skip-level meetings so team members can have access to him and his co-founder.

    • 27 min
    Scaling Your Business With Effective Documentation

    Scaling Your Business With Effective Documentation

    Effective documentation gives businesses a clear blueprint for operations.







    As the chief operating officer at Bitcoin IRA, a financial services platform, Chris Kline implemented regulatory standards and scaled up operations in the organization by documenting their processes.







    Chris Kline is the guest in this episode of the Process Breakdown Podcast. He speaks with host John Corcoran about the benefits of creating standard documentation in business.















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    Key Resource List 







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    Bitcoin IRA







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    Show Notes 







    [0:26] Intro     







    * John Corcoran mentions some of the past guests who have been on the show including David Allen of Getting Things Done and Michael Gerber of the E-Myth.* John Corcoran introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.     * SweetProcess offers a 14-day free trial without a credit card.   







    [1:40] John Corcoran introduces the guest, Chris Kline.  







    [2:32] Chris recounts his experience getting into the bitcoin business in 2015.







    * Since it was new territory, the team at Bitcoin IRA didn’t have the luxury of time to think about compliance or regulations at the time. They were focused on securing their clients’ accounts in the best ways possible.







    [3:49] What’s bitcoin all about?







    * Bitcoin creates immutable transactions that don’t involve middlemen. Blockchain technology makes bitcoin transactions transparent to everyone.







    [5:20] Chris gives an overview of Bitcoin IRA.







    * Bitcoin IRA is an organization that specializes in managing retirement accounts. It helps investors maximize profits and save costs on tax by investing in cryptocurrency.







    [7:15] How does Bitcoin IRA function as an independent business without government legislation?







    * The absence of legislature in the bitcoin business causes irregularities at the consumers’ expense.* Bitcoin IRA works with government agencies to regulate and maintain order in the bitcoin business.







    [9:22] Chris describes how the team started to document their processes for better operations.







    * The first step the team took in documenting their processes was to find the right person for the job: a compliance officer.

    • 20 min
    Emerging Into New Markets With Results-Driven Strategies

    Emerging Into New Markets With Results-Driven Strategies

    The quality of your team can either make or break your business expansion.







    Coming on board as a chief operating officer at Localize, a real estate tech-focused company, Omer Granot was saddled with the responsibility of expanding the organization from its base in Israel to the United States. So he mapped out an effective strategy which included building a strong team to emerge in the new market.







    Omer Granot, who has transitioned to the chief executive officer (CEO) at Localize, is the guest in this episode of the Process Breakdown Podcast. He speaks with host Chad Franzen about the importance of team building for business expansion.  















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    Key Resource List 







    SweetProcess — Sign up for a 14-day free trial. No credit card is required.







    Localize







    LinkedIn Omer Granot















    Show Notes 







    [0:26] Intro     







    * Chad Franzen mentions some of the past guests who have been on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.* Chad Franzen introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.     * SweetProcess offers a 14-day free trial without a credit card.   







    [1:23] Chad Franzen introduces the guest, Omer Granot.  







    [1:56] Omer describes what Localize is all about.







    * Localize is a technology company in real estate. It partners with real estate agents, residential real estate agents, and brokerages to provide them with a system that allows them to engage their buyers easily.







    [2:23] How is Omer involved in the organization’s operations?







    * Omer joined Localize as a chief operating officer (COO) and held that position for a year and a half.* As COO, Omer built the organization’s team and helped it expand from Israel to the US. He recently transitioned to the chief executive officer (CEO) role.







    [2:53] What are Omer’s daily operational responsibilities?







    * Omer has three key functions: set a strategy, raise money, and build a team.* He ensures that the organization has the right team on board and that the team focuses on the most important objectives.







    [3:29] Omer talks about the go-to market strategy the Localize team formulated when expanding to the US.







    * Localize interprets real estate data and helps agents and buyers have a better real estate buying and selling experience using the data they collect.

    • 17 min

Customer Reviews

4.6 out of 5
12 Ratings

12 Ratings

LeTx77 ,

Pain, Problem,s, and Challenges

Updated: Thank you for making the changes. The podcast is now much easier to listen to and very informative.

Previous review:
I used to love this podcast but, wow, the new host is like a robot. He keeps repeating the same phrase, “pains, problems, and challenges”. It got so annoying, I couldn’t even finish the podcast.

Thegianthobbit ,

Super valuable

I love the format and content of this podcast - always learn something new!

VicDorfman ,

Educational and entertaining!

I started listening to this podcast after the Michael Erickson episode and I really enjoy it.

They take what might otherwise be a dry topic and turn it into an educational and entertaining show.

The host has a very unique voice (both literally and figuratively speaking) and asks fantastic questions.

I appreciate the fact that the host takes the time to speak at length with guests BEFORE the actual interview and this makes for a smooth interview process.

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