The ERP Organizational Change Journal Dr. Jack G. Nestell

AI and Private Equity Synergy: Fueling Business Transformation



























Episode Overview – AI in PE Strategies












In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies. We talk about how leveraging AI can not only enhance due diligence and decision-making processes but also create substantial value across portfolio companies. Join us as we unpack the innovative approaches that are setting the stage for the future of PE investments, and how these technological advancements can be integrated to ensure robust, scalable growth in Private Equity. 


































https://episodes.castos.com/5fc108e0462768-18027408/1717468/c1e-8785i9x9gxu4v4q5-k5mw67rruvgz-dhqave.mp3


















































Meet the Guest – AI in PE Strategies Expert







George Stelling
CEO & Board Member | Driving SaaS & AI Innovation and Business Transformation | Transformation Practitioner & Thought Leader
George Stelling is a seasoned CEO, Board Member, and transformation practitioner known for driving SaaS and AI innovation, business transformation, and maximizing profits. With deep expertise in AI, SaaS, technology leadership, private equity, and management consulting, George excels in delivering innovative solutions and value-creation strategies. He has a proven track record in building high-caliber teams, leading transformative initiatives, and crafting digital solutions. His experience spans C-level leadership, consulting, PE operating roles, and board positions, with a focus on digital innovation, AI adoption, strategy execution, and lean manufacturing. George has worked globally, demonstrating a unique ability to deliver strategic and hands-on leadership.







Connect With George

Website: https://www.lunation.com/
Website: https://www.quadrillionpartners.com/
LinkedIn: https://www.linkedin.com/in/georgestelling/
email: gstelling@quadrillionpartners.com




























Meet the Host







Dr. Jack G. Nestell
Founding Partner | Nestell & Associates
Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients.
Find out more at nestellassociates.com
Podcast “The ERP Organizational Change Journal“
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Key Discussion Points: AI in PE Strategies
06:45  Segment 1: Leveraging AI for PE-Backed Business Transformation – “Scaling Success: AI-Driven Strategies in PE-Backed Business Transformation”

George, considering your extensive background with Lunation and AI innovation, can you elaborate on how Lunation’s platform sp

AI-Driven Digital Transformations



























Episode Overview – AI-Driven Digital Transformations













In this episode, we’re focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where AI is indispensable, we’ll explore how this revolution not only transforms business processes but also fundamentally alters how organizations function at their core.


































https://episodes.castos.com/5fc108e0462768-18027408/1710248/c1e-z71xim5o89hn2n58-jk0422q0tqd-ni1mtv.mp3


















































Meet the Guest – AI-Driven Digital Transformation Expert







David Shapiro
YouTube creator and AI researcher.
We’re thrilled to welcome back David Shapiro to the show, an expert in AI and digital transformation. 
David returns with fresh perspectives on leveraging AI in the business environment. His work continues to influence the way we think about ERP systems, leadership, and organizational evolution in the digital age. With a proven track record of driving ethical and impactful AI integration into business strategies, David’s insights are invaluable. 







Connect With David

Patreon https://www.patreon.com/daveshap/
Substack (Free) https://daveshap.substack.com/
GitHub (Open Source) https://github.com/daveshap
YouTube https://www.youtube.com/@DaveShap




























Meet the Host







Dr. Jack G. Nestell
Founding Partner | Nestell & Associates
Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients.
Find out more at nestellassociates.com
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Key Discussion Points: ERP Communication Strategies
05:17  Segment 1: Latest Developments in AI

Book Discussion: Jack Asks David for his take on the book; “Why Machines Will Never Rule the world: Artificial Intelligence Without Fear“. Landgrebe, J., & Smith, B. (2022).  Routledge. 
Let’s discuss this scenario; drop a piece of AI code on a current platform and it will build a new system around your core. You won’t need a new ERP Could ERP vendors go out of business? 
Could you give us an overview of the latest developments in AI that you find most exciting or transformative?
With AI evolving so rapidly, in general, how do you see these advancements influencing global technological standards and practices?
You mentioned earlier regarding Calude 3 that folks left due to concerns. AI’s potential seems boundless, but so do the risks. What are the latest conversations around AI safety and ethics that you think our listeners should be aware of?

30:06  Segment 2: Standards, Re

Effective ERP Communication Strategies for Business-IT Alignment



























Episode Overview – ERP Communication Strategies
In this episode, we dive into “Effective ERP Communication Strategies for Business-IT Alignment.” We explore the essential tactics and strategies to bridge the gap between IT and business teams, ensuring successful ERP implementations and organizational change. Our discussion will benefit IT professionals, business leaders, and anyone involved in ERP projects seeking to enhance collaboration and drive project success. Whether you’re navigating the complexities of ERP integration or aiming to foster a more cohesive working environment, this episode is packed with insights to guide you.





















https://episodes.castos.com/5fc108e0462768-18027408/1693421/c1e-3251t5xq95b6x6n4-qxnzod4kcpj3-2xtoee.mp3


















































Meet the Guest – Strategic ERP Transformation







Chris Fenning
Author | Advisor | On a mission to help IT and business teams communicate better.
Joining us today is Chris Fenning, an expert in simplifying complex communications between technical and business teams.
Chris is an award-winning author, sought-after speaker, and university guest lecturer based in Limburg, Netherlands. With over 15 years of experience, he has mastered the art of making IT and business communication less painful across various industries and countries.
Chris’s mission to help technical and business teams communicate clearly has transformed the way organizations operate, making him the perfect guest to discuss today’s topic. 
LinkedIn






Connect With Chris

www.chrisfenning.com
Books
YouTube @chrisfenningcommunication




























Meet the Host







Dr. Jack G. Nestell
Founding Partner | Nestell & Associates
Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients.
Find out more at nestellassociates.com
LinkedIn




























Key Discussion Points: ERP Communication Strategies
04:56  Segment 1: Bridging IT-Business Communication Gaps

Chris, can you explain why communication between IT and business teams is often challenging and what the core issues are?
What are some common misconceptions IT professionals have about business teams, and vice versa?
How do you assess the extent of the gap, or can you? How can organizations assess the current state of communication between their IT and business teams?
Based on your experience, what’s the first step towards improving this communication?

12:35  Segment 2: Effective Communication for Technical Collaboration
Switch from recognizing the problem or the gap to effective co

Strategic ERP Transformation: Change Management, PMO, and M&A Insights



























Episode Overview – Strategic ERP Transformation
In this episode, we explore the vital intersections of PMO, IT governance, and the dynamic world of mergers and acquisitions. This episode is loaded with value for investment firm leaders, strategic planners, and anyone keen on understanding the nuances of driving successful organizational change in a competitive environment. 
You’ll gain insights into the best practices of PMO implementation, the role of IT in transformative mergers, and how to navigate the complexities of corporate change. Whether you’re an executive, a project manager, or a stakeholder in the investment community, this episode is designed to provide you with valuable knowledge to enhance your  approach to strategic ERP Transformation.





















https://episodes.castos.com/5fc108e0462768-18027408/1688417/c1e-jwxrbq015pc0o0x4-1xg6x836awxd-fpc1np.mp3


















































Meet the Guest – Strategic ERP Transformation







Jen L. Skrabak, PfMP, PMP, MBA
Vice President NSA SoCal
I have over 18 years of corporate experience as an Executive for F500 companies leading strategic planning, portfolio/program management, organizational change management, and operational excellence. I currently serve as Vice President at NSA SoCal, a leading professional speakers association. I hold the PfMP, PMP, and Prosci certifications, as well as the PMI Distinguished Contribution Award.
As an international keynote speaker, author, and award-winning expert, I share my insights and best practices on how to lead and manage complex digital transformation programs across various industries, such as HealthTech, SaaS, and Cloud/Data/Analytics. I have created, designed, and led five Program Management Offices (PMOs) with teams of 50-500 for large organizations, including a Fortune 5 company, and managed portfolios and programs worth hundreds of millions of dollars. I am passionate about empowering and inspiring project professionals to unleash their superpowers by helping them strategize their portfolio, career, and life.
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Meet the Host







Dr. Jack G. Nestell
Founding Partner | Nestell & Associates
Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients.
Find out more at nestellassociates.com
LinkedIn




























Key Discussion Points: ERP Change Management
06:30  Segment 1: Strategic ERP Transformation: Strategies for Organizational Change in Growth

Jen, considering your deep experience in PMO and strategic planning, what key strategies should investment firms adopt to effectively

PE Digital Strategies: Digital Transformation and Organizational Change



























Episode Overview – Private Equity Technology Integration
In this episode, we dive into PE Digital Strategies and mechanisms that drive success in private equity firms. We’ll explore cutting-edge strategies for sustainable growth, how to effectively lead through transformational changes and the critical role of Private Equity Technology Integration.
This episode is a must-listen for C-level executives, private equity professionals, and anyone involved in the PE ecosystem looking to sharpen their strategic edge and lead their organizations toward a prosperous future. Whether you’re navigating complex mergers and acquisitions, dealing with the nuances of IT governance, or steering your firm through the waters of digital transformation, the insights shared today will be invaluable.





















https://episodes.castos.com/5fc108e0462768-18027408/1678100/c1e-1g2maj9v02t171k2-gdqgk5dxip94-fx8gjn.mp3


















































Meet the Guest – PE Digital Startegies Expert







Kit Lisle
Founder, TheOperators.pe, a peer community for the Private Equity Ecosystem: Career Resource Council and Strategic Growth Council for Operators, plus the Independent Sponsors Council and Trusted Advisors Council.
I am committed to being a Net Giver. Professionally, I am a resource for strategic growth planning and decision-making, More specifically, I am dedicated to creating safe spaces for PE-backed executives to collaborate with one another, for one another. This includes:

An online community forum for Q&A, feedback, advice, brainstorming, and solving dilemmas (anonymously or openly).
A Peer Advisory Councils, meeting online monthly with a dedicated, intentional and consistent group of PE-Backed Executives to solve deeper strategic growth dilemmas.
Live, in-person, intimate, mini conferences in which members are the experts.
Career support

Contact me to learn more or to join our groups!
kit@strategicgrowthcouncil.com  |  703.867.7269 (Mobile)

https://theoperators.pe/
https://acclaropartners.com/
https://strategicgrowthcouncil.com/

LinkedIn




























Meet the Host







Dr. Jack G. Nestell
Founding Partner | Nestell & Associates
Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients.
Find out more at nestellassociates.com
LinkedIn




























Key Discussion Points: Digital Transformation strategies in PE
07:28  Segment 1: “PE Digital Strategies for sustained Growth”

1. Kit, based on your extensive experience, what are the key strategies for driving sustainable growth in PE-backed companies?
2. How impo

Transforming Organizational Culture ERP Leadership Training: Virtual Meetings



























Episode Overview – ERP Leadership Training for Successful Virtual ERP Meetings
In this episode, we will discuss some ERP leadership training insight. We’ll explore the nuances of virtual team building for executives and how it’s shaping the future of decision-making and team dynamics in the high-stakes world of Private Equity. We’ll delve into the art of cultivating collaborative skills essential for driving organizational change. This discussion is especially valuable for PE executives, team leaders, and change agents navigating the complexities of virtual ERP meetings and online leadership development and seeking to enhance their leadership impact in this digital era.





















https://episodes.castos.com/5fc108e0462768-18027408/1649631/c1e-484zigp8q6h909jr-jkwknmrzh09m-lsmfo8.mp3


















































Meet the Guest – Virtual Leadership Training: Collaborative Skills for Change







Evan Unger
Managing Partner - Schwartz and Associates
Evan Unger has 25 years’ experience driving organizational change initiatives, both as an executive in the pharmaceutical and healthcare industries and as an external consultant. Since 1988 he has consulted with clients in small organizations, school systems and in Fortune 100 companies domestically and across Europe, the Pacific Rim and South America.
He served in several key leadership positions for Merck, a global pharmaceutical manufacturer, and as Vice President of Leadership, Change & Development for Centura Health, Colorado’s largest healthcare provider. He has trained thousands of people in the art of collaborative leadership, and specializes in building teams, change management and complex meeting facilitation.  Evan received his BS in Psychology and Economics from Duke University and MBA from the University of Michigan. He recharges once a year with a ten-day, silent meditation retreat. He currently resides in Denver, Colorado.
LinkedIn




























Meet the Host







Dr. Jack G. Nestell
Founding Partner | Nestell & Associates
Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients.
Find out more at nestellassociates.com
LinkedIn




























Key Discussion Points: Virtual Team Building for Executives:
06:40   Segment 1: Leadership in High-Stakes Virtual Meetings

Evan, how has Schwartz and Associates redefined leadership skills in the context of virtual high-stakes meetings?
Can you discuss specific challenges leaders face in virtual settings and how your approach addresses these?
What are the key components of effective facilitation