• 239 | From Tech Entrepreneur To Amazon: Da Li's Experience for Entrepreneurial Success Part 2
    Jul 19 2024

    In this episode, we had the pleasure of hosting Da Li, a serial entrepreneur who shared his remarkable journey from entrepreneurship in China to creating sustainable home products. Da Li's diverse experiences and insights provided an enriching conversation on entrepreneurship and cross-cultural engagement.

    1. Entrepreneurial Journey in China (00:00-02:16)
    • Da Li founded DEYA Tech, becoming a market leader in China, catering to major clients domestically and internationally, including regions along the Belt and Road initiative.

    • He discussed the challenges faced in the evolving landscape of entrepreneurship in China, highlighting the impact of rising labor costs and changing market dynamics.

    2. Challenges of Business in China (02:16-13:00)
    • Da Li emphasized the increasing difficulty of bootstrapping and organic growth in the current market, reflecting on the changes in labor costs and the landscape compared to previous years.

    • He shared lessons learned from DEYA Tech, including the importance of embracing failure, the significance of swift adaptation, and recognizing the right timing for pivoting in business.

    3. Engaging with High-Profile Dignitaries (13:00-18:00)
    • Da Li shared intriguing stories of interacting with high-profile dignitaries, providing insights into encounters with a Saudi Prince and the late Paul Allen, shedding light on the dynamics and behind-the-scenes interactions in such scenarios.

    4. Creating Sustainable Home Products (18:00-29:12)
    • Introduction to Kunaboo, a brand by Kingsway Global Inc., focusing on sustainable home products with a family-oriented touch, emphasizing the significance of the name and the inherent message behind it.

    • The discussion included the principles of the brand, the family-oriented feel of the products, and the value of having such items in homes.

    5. Life Lessons from Entrepreneurship (29:12-32:00)
    • Da Li emphasized the empowering nature of entrepreneurship, highlighting the sense of agency, responsibility, and the lasting impact it has on personal growth and accountability.

    Episode Highlights:
    • 00:00 - Entrepreneurial journey in China, founding DEYA Tech and serving major clients nationally and internationally.

    • 2:16 - Challenges of business in China, rising labor costs, and the changing landscape of entrepreneurship.

    • 13:00 - Lessons learned from DEYA Tech, embracing failure, and the importance of swift adaptation in business.

    • 18:00 - Engaging with high-profile dignitaries, sharing encounters with a Saudi Prince and the late Paul Allen.

    • 29:12 - Creating sustainable home products, introducing the brand Kunaboo and its significance.

    • 32:00 - Life lessons from entrepreneurship, emphasizing agency, responsibility, and personal growth.

    About Our Guest Today

    Da Li is a serial entrepreneur with a wealth of experience in entrepreneurship, cross-cultural dynamics, and sustainable products. He founded Kingsway Global Inc. and leads Peer Communications and Wellcee.

    Where to find Our Guest online

    https://www.kunaboo.com/

    https://www.facebook.com/mykunaboo/

    https://www.instagram.com/mykunaboo/

    https://www.wellcee.com/

    https://www.linkedin.com/in/dali1/

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    31 mins
  • 238 | From Tech Entrepreneur To Amazon: Da Li's Experience for Entrepreneurial Success Part 1
    Jul 12 2024
    Welcome back to The Art of Consulting Podcast! In this episode, we feature Da Li, a serial entrepreneur with a rich background in IT and enterprise software development. Da Li shares insights into his diverse ventures, including Kingsway Global Inc., Peer Communications, and Wellcee, showcasing his dedication to sustainable home products, marketing services for luxury brands, and the development of a leading lifestyle and roommate-seeking platform. 00:06 Introduction: Host Kat introduces Da Li as a special guest, highlighting his extensive experience as a serial entrepreneur and the founder of various successful ventures. His expertise in sustainable home products, marketing services for luxury brands, and the establishment of Wellcee, a premier roommate-seeking platform, set the stage for an engaging conversation that follows. 01:11 Current Ventures Overview: Da Li delves into the founding of Wellcee, a platform designed to address the housing challenges faced by young individuals in bustling cities like Beijing, Shanghai, Shenzhen, and Hong Kong. His role as an investor and insights into Wellcee's growth and significance within the community form a central part of the discussion. 05:16 Platform Expansion and Unique Niche: Da Li provides specific details about Wellcee's growth, highlighting its evolution from a roommate-finding platform to a comprehensive lifestyle platform connecting young people in large cities. He emphasizes the platform's ability to maintain a high-touch approach while expanding across various cities and its significant impact in a market dominated by large platforms. 11:03 Lifestyle Platform and Community Engagement: Da Li explores the multifaceted nature of wellness, underscoring its impact on the lives of young individuals. He discusses the platform's unique features, such as enabling users to connect, understand shared interests, and select roommates based on lifestyle choices, thereby creating a personalized experience for its users. 12:04 Inclusivity and Community Support: The conversation shifts to Wellcee's role in fostering inclusivity, particularly within the LGBTQ+ community in China. Da Li highlights the platform's unique approach in facilitating pre-vetting and providing a safe space for individuals to express their identities and find compatible living arrangements, reflecting Wellcee's inclusive values. 18:02 Focus on Sustainable Home Products: Transitioning to another venture, Da Li shares his journey in establishing Kingsway Global Inc., emphasizing the company's commitment to producing sustainable bamboo home products. He sheds light on the importance of FSC certification in the production process and its significant environmental and cultural impact. 23:03 Embracing Sustainable Practices: Da Li elaborates on the decision to prioritize FSC certification for bamboo products, emphasizing the alignment of sustainable practices with personal values. He discusses the strategic differentiation of the business and the critical role of sustainable endeavors in driving product excellence within a competitive market. 27:27 Transition from IT to Entrepreneurship: Da Li reflects on his transition from IT to entrepreneurship, revealing the spontaneous nature of his journey and the organic growth of his early business, Dietech. He shares insights into breaking into the industry, securing initial clients, and the balance between the enthusiasm of youth and the wisdom of experience in entrepreneurial pursuits. 30:00 Conclusion: The show closes with a discussion on the dynamics of entrepreneurship, highlighting the blend of intuition and data-driven decision-making. The conversation with Da Li enriches the understanding of sustainable ventures, strategic differentiation, and the transformative impact on community building and lifestyle platforms. Episode Highlights: 00:06 Introduction of Da Li: Serial entrepreneur and founder of Wellcee, with expertise in sustainable home products and roommate-seeking platforms. 01:11 Wellcee Overview: Da Li discusses Wellcee's niche, growth, and impact in metropolitan communities through lifestyle connections and inclusivity. 05:16 Expansion and Inclusivity: Insights into Wellcee's evolution, emphasizing its inclusive approach to the LGBTQ+ community. 11:03 Sustainable Home Products: Da Li highlights Kingsway Global Inc.'s commitment to FSC-certified bamboo products and environmental values. 23:03 Embracing Sustainability: The importance of FSC certification and its impact in a competitive market. 27:27 Transition to Entrepreneurship: Da Li's journey from IT to entrepreneurship, initial clients, and balancing enthusiasm with experience. 30:00 Conclusion: Focus on entrepreneurship dynamics, blending intuition, data-driven decisions, and community impact. About Our Guest Today Da Li, a seasoned entrepreneur, excels in sustainable home products and marketing services within China. His diverse ventures, including Wellcee, reflect a commitment to ...
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    28 mins
  • 237 | Revitalize Your Consulting Career: Overcoming Burnout with Proven Strategies with Lauren Baptiste
    Jul 5 2024
    In this engaging episode of The Art of Consulting Podcast, host sits down with Lauren Baptiste, a life coach and consultant specializing in workplace burnout and well-being. With over 13 years of experience in corporate culture, Lauren is on a mission to help professionals, particularly women, transition from exhaustion to empowerment. Her unique approach incorporates elements of Ayurveda, hormonal health, and evidence-based modalities, making her insights particularly compelling for anyone looking to improve their work-life balance. Key Topics Discussed: 00:06 - Introduction: Host introduces Lauren Baptiste, emphasizing her mission to enhance work culture by prioritizing well-being. Lauren’s diverse background includes expertise in Ayurveda, hormonal health, and evidence-based modalities. She has consulted for a wide range of clients including IBM, TD Securities, EY, NFL, Warner Music, Estee Lauder, Standard Chartered Bank, and the United Nations. 01:11 - Understanding Burnout: Lauren delves into the concept of burnout, highlighting its symptoms such as emotional exhaustion and cynicism. She differentiates between the 'soft' and 'hard' sides of burnout, emphasizing the importance of addressing both for overall well-being. Lauren explains how even high performers can fall prey to burnout, making it crucial to identify and address it early. 05:16 - Urgency of Addressing Burnout: The discussion covers the severe consequences of burnout, including extreme cases leading to suicidal thoughts. Lauren emphasizes the need for immediate intervention and sustainable solutions to prevent such outcomes. She shares stories about the drastic impact of unchecked burnout and stresses the importance of professional help and personal strategies to manage it. 11:03 - Balancing Work and Personal Life: The conversation turns to finding a balance between professional achievements and personal enjoyment. Lauren suggests integrating fun into daily routines while fulfilling career goals to maintain a healthy life balance. She talks about her own experiences and how small changes can make a significant difference in one’s outlook and well-being. 18:02 - Empowering Others: Lauren discusses the importance of empowering those around us instead of trying to solve every problem ourselves. She relates this to consulting, where the aim should be to provide tools and knowledge rather than taking on all tasks. Lauren shares practical tips on how to foster empowerment in both personal and professional settings. 23:03 - Authenticity in Different Roles: The conversation touches on authenticity, stressing the importance of being true to our roles in various contexts. Lauren uses the analogy of a UFC fighter to explain how one’s behavior should align with the role they are playing. She elaborates on how being authentic within these roles can lead to more meaningful and effective interactions. 27:27 - Importance of Connection: Lauren highlights the impact of loneliness on burnout, especially for consultants. She suggests intentional connection through small gestures like texting friends or arranging meet-ups to foster meaningful relationships and mitigate burnout. Lauren shares personal anecdotes and scientific studies to emphasize the critical role of social connections in maintaining mental health. 30:00 - Final Thoughts: The episode concludes with Lauren reiterating the need for a balance between being a hero in our professional roles and taking care of our own well-being. She encourages listeners to seek support when needed and to maintain objectivity in their roles. Lauren leaves the audience with actionable advice on how to start making positive changes today. Episode Highlights: 00:06: Introduction of Lauren Baptiste, life coach and consultant with a focus on workplace well-being. 01:11: Exploring burnout symptoms and the urgency of addressing them. 05:16: The necessity of balancing professional goals with personal joy. 11:03: Empowering others and maintaining objectivity in consulting roles. 18:02: Authenticity in different roles for personal and professional growth. 23:03: The detrimental impact of loneliness on burnout. 27:27: Intentional connection as a remedy for loneliness and burnout. 30:00: Final thoughts on balancing heroism and personal well-being in professional roles. About Our Guest Today: Lauren Baptiste is enhancing today’s work culture with a simple strategy: prioritize well-being as the "hardest-working" professionals climb the corporate ladder. As a life coach and consultant on a mission to help women level-up at work and at home, Lauren brings more than 13 years of experience in corporate culture and workplace burnout alongside her knowledge as a practitioner of Ayurveda, hormonal health, and other evidenced-based modalities. This results in clients shifting from exhausted to energetic, cynical to optimistic, and ineffective to empowered. Lauren is also an international speaker on the...
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    53 mins
  • 236 | The Hidden Ways that the Cloud has Evolved a Consultant’s Job Forever
    Jun 28 2024
    Topic Overview: Join Andy Fry and Cat Lam as they delve into the nuances of ERP systems, comparing on-premise and cloud implementations, discussing the transitions, challenges, and best practices from an expert's perspective in the ERP consulting field. Types of Consultants: External Consultants: Provide independent advice based on an external viewpoint. Internal Consultants: Offer specialized advice within an organization, focusing on continuous internal improvements. Key Points Discussed: 0:06 - Introduction Welcome back to "The Art of Consulting Podcast" with hosts Andy Fry and Cat Lam. Today, we dive into ERP systems, focusing on the transition from on-premise to cloud implementations and the impact on businesses. 0:34 - Guest Introduction Introduction of Andy Fry, a seasoned Oracle ERP consultant, who shares insights from his vast experience. 0:54 - Historical Context Andy starts by discussing the traditional on-premise ERP systems, their setup, and operations within company facilities. 2:04 - Shift to Cloud The conversation shifts to cloud implementations, detailing the migration process and the role of server farms managed by third-party vendors. 3:36 - Differences in Implementations Andy outlines significant differences in implementation strategies between on-premise and cloud systems, emphasizing the need for client involvement in cloud environments. 5:01 - Challenges with Cloud ERP Discussion on how cloud implementations, while beneficial, come with challenges such as reduced customization and the importance of understanding the system's capabilities fully. 7:23 - Project Timelines Comparison Exploring how project timelines differ between on-premise and cloud implementations, noting that cloud projects tend to progress faster but require careful planning to accommodate unique business needs. 8:58 - Client Participation The changing role of client participation in ERP setups, particularly how cloud systems have altered the dynamic of client involvement in the configuration process. 10:01 - Understanding and Communication Andy stresses the importance of clear communication and thorough understanding between consultants and clients to ensure successful implementation and operation. 11:35 - Post-Implementation Support How organizations handle the transition post-implementation, focusing on the support structures needed when the consultant team steps back. 13:18 - Knowledge Transfer Strategies for ensuring clients are well-equipped to manage their ERP systems after consultants leave, emphasizing ongoing education and support. 16:18 - Consultant's Role in Cloud Implementations Andy explains his role in current projects, particularly how he ensures his clients are adequately prepared to use and maintain their new systems. 17:26 - Education and Framework Introduction Andy describes how he introduces clients to the ERP framework, ensuring they understand the system's purpose and functionality from a high-level perspective. 19:53 - Achieving Depth in Consultation The necessity of diving deep into the system's specifics with clients, ensuring they grasp not just the how, but the why behind system configurations. 20:26 - Change Management in Modern ERP Discussion on how change management has evolved with cloud ERP, focusing now more on power users and IT staff rather than end-users alone. 23:54 - Evolution of Documentation Practices How documentation needs and practices have changed with the shift to cloud ERP systems, highlighting what's been retained and what's phased out. 25:31 - Impact of Cloud on Business Processes How cloud ERP systems have transformed traditional business processes, enabling more agile and scalable operations. 27:23 - Client Stories and Examples Andy shares anecdotal evidence and stories from his career, illustrating the challenges and successes of moving clients to cloud ERP systems. 29:15 - Advice for Businesses Considering ERP Practical advice for businesses at different stages of considering or implementing ERP solutions, whether on-premise or cloud. 30:26 - Future of ERP Systems Discussion on the trends and future directions of ERP systems, considering technological advancements and industry demands. 32:57 - Q&A with Listeners The hosts take listener questions, providing expert answers and further insights into ERP systems. 35:28 - Wrap-Up and Key Takeaways Summary of the discussion, highlighting key points and takeaways for the listeners to consider in their ERP journeys. 37:45 - Closing Remarks Andy and Cat thank the listeners for tuning in and tease the next episode's topic, encouraging listeners to subscribe and stay informed. Episode Highlights: Introduction of Andy Fry: 0:06 Shift to Cloud ERP: 2:04 Challenges with Cloud ERP: 5:01 Client Involvement and Knowledge Transfer: 8:58, 13:18 Change Management in Modern ERP: 20:26 Resources Mentioned: Oracle ERP Systems Server Farm Management Conclusion: The episode concludes with a recap of the importance ...
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    45 mins
  • 235 B | Embracing Passion and Overcoming Fear with Zana Goic Petricevic
    Jun 21 2024
    . Emphasizes that money itself is not a value, but what it represents to an individual is. 0:34 - 1:03 - Finding Meaning Beyond Money Speaker 1 reflects on the importance of understanding why people do their jobs, beyond just earning money. Highlights the idea that meaningful work provides existential safety and keeps the spirit alive. 1:04 - 2:38 - Building Individuals in Organizations Speaker 1 shares an anecdote about a virtual assistance firm that focuses on individual development, leading to higher retention rates. Emphasizes the value of building up individuals within an organization. 3:05 - 3:50 - The Role of Passionpreneurs Speaker 2 talks about passionpreneurs who follow their passion and transform it into work that provides existential safety. Discusses the balance between organizational constraints and personal passion. 3:50 - 5:17 - Finding Passion Within Systems Speaker 2 explains that finding passion is not about blaming the system but finding what makes one feel alive within the system. Encourages boldness and courage in pursuing one's passion. 5:57 - 6:22 - Defining Passion vs. Hobby Speaker 2 defines passion as something one must do, whereas a hobby is something one enjoys. Highlights the importance of pursuing passions that make one feel alive and fulfilled. 7:21 - 9:58 - Passion as an Antidote to Fear Speaker 2 explains how passion helps overcome fears and uncertainties. Discusses the importance of allowing excitement and fear to coexist to pursue what is truly meaningful. 10:00 - 12:10 - Overcoming Fear in Public Speaking Speaker 1 shares personal experiences of public speaking and the discomfort associated with it. Speaker 2 emphasizes the importance of doing what makes one feel alive despite fears. 13:36 - 18:48 - Embracing Discomfort for Bold Visions Speaker 2 discusses the necessity of discomfort in pursuing bold visions. Highlights that discomfort is an indication of something truly important and encourages embracing it as part of the journey. 19:05 - 21:19 - Legacy and Intentional Impact Speaker 2 talks about the importance of leaving a legacy and creating intentional, meaningful impact. Encourages leaders to be conscious of their influence and the legacy they are building. 21:43 - 23:56 - Redefining Boldness Speaker 2 redefines boldness as courage, conviction, and consciousness. Discusses the role of vulnerability and the importance of seeing conflict as a signal of change. 26:03 - 27:07 - Creating Change Through Agency Speaker 2 encourages listeners to recognize their power to create change and leave a legacy. Emphasizes the significance of being intentional and accountable for one's impact. Episode Highlights: 0:04 - 0:12: Exploring the metaphorical meanings of money. 0:34 - 1:03: Understanding the deeper reasons for working beyond earning money. 1:04 - 2:38: The importance of individual development in organizations. 3:05 - 3:50: Embracing passion in professional work. 3:50 - 5:17: Finding passion within systems. 5:57 - 6:22: Defining passion versus hobby. 7:21 - 9:58: Using passion to overcome fear. 10:00 - 12:10: Overcoming fear in public speaking. 13:36 - 18:48: Embracing discomfort for bold visions. 19:05 - 21:19: Importance of legacy and intentional impact. 21:43 - 23:56: Redefining boldness and its importance. 26:03 - 27:07: Creating change through agency and accountability. Resources Mentioned: Zana's Book: Bold Reinvented: Next Level Leading with Courage, Consciousness, and Conviction Conclusion: The episode concludes with a recap of the key points discussed. Listeners are encouraged to reflect on their own leadership journeys and embrace the bold, soul-based decisions that drive innovation and collaboration. Where to find Our Guest Online: Website: https://www.boldleadership-culture.com LinkedIn: https://www.linkedin.com/in/zanagoicpetricevic/ Instagram: https://www.instagram.com/zanagoicpetricevic/ Amazon: Bold Reinvented: Next Level Leading with Courage, Consciousness, and Conviction
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    40 mins
  • 235 | The SOUL Framework: Transforming Leadership with Zana Goic Petricevic
    Jun 14 2024

    Episode Summary: Welcome back to The Art of Consulting podcast! In this episode, we are joined by the remarkable Zana Goic Petricevic, a seasoned professional with over 15 years of experience in corporate management, entrepreneurship, and executive leadership coaching and consulting. Janna shares her unique insights on bold leadership and introduces her innovative SOUL Framework—self, other, universe, and legacy. Tune in as we explore how leaders can move beyond cautious, head-driven decisions to embrace transformative choices that lead to extraordinary outcomes.

    Key Discussion Points:

    Introduction to Zana Goic Petricevic (00:00 - 01:11)

    • Background in corporate management and entrepreneurship

    • Over 15 years of experience in executive leadership coaching and consulting

    Overview of the SOUL Framework (01:12 - 02:15)

    • Meaning behind the acronym: self, other, universe, and legacy

    • Importance of bold, soul-based decisions in leadership

    Janna’s Approach to Leadership Development (02:16 - 03:18)

    • Executive coaching of individuals

    • Systemic coaching of teams

    • Leadership development programs and workshops

    • Keynote speaking and writing

    Unlocking Organizational Potential (03:19 - 04:24)

    • Close collaboration with organizations

    • Identifying and leveraging untapped boldness potential

    Detailed Explanation of the SOUL Framework (04:25 - 06:26)

    • The concept of leadership playgrounds

    • The significance of playing boldly in self-reflection and innovation

    Innovating the Self (06:27 - 10:19)

    • The importance of self-disruption and self-innovation

    • Overcoming long-held beliefs and embracing new truths

    Self-Awareness as the Starting Point (10:20 - 11:36)

    • The role of self-awareness in personal and professional growth

    • Understanding one's starting point to explore potential

    Self-Confrontation in Leadership

    • The journey to becoming a better leader starts with self-confrontation.

    • Realizing the importance of relationships in leadership.

    Radical Connection

    • Explanation of "radical connection" and its significance in leadership.

    • The concept of "voting" in our minds about others and how to shift this mindset to create collective wisdom.

    • Importance of courage, vulnerability, and truth in building strong connections.

    Relationship Dynamics

    • How to relate effectively in leadership roles.

    • Moving from judgment to fostering brilliance in others.

    • Enhancing productivity and potential through collective effort.

    Feedback in Organizational Settings

    • Challenges of giving feedback and the importance of believing in others' capabilities.

    • Feedback as a reflection of trust and the gap between potential and current performance.

    • Supporting team members with compassion and truth.

    Systemic Awareness in Leadership

    • Understanding the impact of leadership within a system.

    • Recognizing how systems shape leaders and vice versa.

    • Importance of sensing change and engaging in bold conversations to support it.

    Politics and Voices in Organizations

    • Redefining organizational politics as understanding the interplay of various voices within a system.

    • The significance of listening to all voices, not just those in power.

    • Recognizing spokespersons and the systemic nature of messages within teams.

    Passion and Purpose in Work

    • Encouraging self-reflection to uncover what makes one's heart sing.

    • The role of passionpreneurs and finding meaning in work beyond just financial gains.

    • Emphasizing intentionality and contribution within any job or industry.

    Addressing Apathy and Engagement

    • Exploring why some individuals may appear not to care.

    • Coaching and self-reflection as tools to uncover true passions and values.

    • The impact of existential safety versus spiritual fulfillment in professional life.


    Conclusion

    • Summary of key insights from the discussion.

    • Encouragement to listeners to reflect on their own leadership styles and relationships.

    Invitation to engage with the concepts of radical connection and systemic leadership in their professional and personal lives.

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    32 mins
  • 234 | Essential Checklist for Successful Engagements with Ed Metera
    Jun 7 2024

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

    Welcome back, the one and only Edmund Metera. Edmund Metera is a senior project manager at CWB Financial Group in Canada. He firmly believes that the keys to delivering successful projects are not only founded upon expert project management and business analysis competencies but on recognizing, tailoring and applying the best-suited methodologies and techniques to suit the unique technologies, constraints and opportunities at hand.


    Topic Overview:

    • Focus on what a trusted advisor needs when embarking on a consulting engagement.

    • Insights derived from Ed Matera’s book and his work at processmodellingadvisor.com.

    Types of Consultants:

    • External Consultants: Advise client organizations.

    • Internal Consultants: Advise different business areas within the same organization.

    Key Points Discussed:

    1. Importance of Deliverable Schedule and Effort Budget:

      • Deliverable Schedule: Highly important.

      • Effort Budget: Less important for the advisor; focus is on meeting the schedule rather than the budget.

    2. Project Stakeholders and Relationships:

      • Critical for understanding stakeholder perspectives and pain points.

      • The advisor acts as an advocate for the business within the project.

      • Relationships vary from one engagement to another but are always crucial.

    3. Organizational Assets:

      • Includes specialized tools, prior work, and training (e.g., SAP tools).

      • External consultants bring their own assets and tools, which are essential.

    Organizational assets are important but secondary to interpersonal relationships and stakeholder understanding.

    Episode Highlights:

    1. Why Discuss Simple Concepts?

      • Importance of asking the right questions early in a project or consultation.

      • Being mindful and diligent upfront acts like insurance, preventing future issues.

    2. Preparation and Diligence:

      • Taking initial steps to understand the project helps tailor the approach.

      • This preparation keeps consultants out of potential pitfalls and allows them to leverage their knowledge effectively.

    3. Using a Checklist:

      • Ed discusses a checklist available on his website, processmodellingadvisor.com.

      • The checklist helps in tailoring your approach from one engagement to the next.

    4. Resources:

      • The checklist can be found on the homepage of processmodellingadvisor.com.

      • It is also published in BA Times, Modern Analyst, and IRM Connects.

    Conclusion:

    • The episode delves into the balance between internal and external resources, the critical nature of stakeholder relationships, and the varying importance of schedules and budgets in consulting engagements.

    Ed Metera believes that philosophy is loud and clear in Ed's book: Universal Process Modeling Procedure: The Practical Guide to High-Quality Business Process Models.

    He has taught and mentored project managers and business analysts in best practices for professional organizations such as PMI, IIBA, and CMMI.

    He teaches IIBA-registered business analysis courses and serves as an advisor to the Northern Alberta Institute of Technology's Corporate and International Training department’s Business Analysis Certificate Program.

    He is also the founder of www.ProcessModelingAdvisor.com and a regular BATimes, Modern Analyst and IRM Connects contributor.

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    45 mins
  • 234 | Mastering the Hub: Innovative Business Strategies with Trevor Blake
    Jun 1 2024
    Episode Description: In this episode of Blue Sky Consulting, Cat continues her insightful conversation with Trevor Blake, a visionary serial entrepreneur and New York Times best-selling author. Trevor shares the innovative strategies behind his success, particularly his unique "hub model" for building companies without traditional employees. Tune in to discover how Trevor has managed to create and sell multiple companies with a combined value nearing a billion dollars, all while maintaining a balanced and fulfilling personal life. Key Takeaways: Introduction to Trevor Blake: Trevor Blake is a successful entrepreneur who has founded and sold three companies since 2003, with a combined value close to a billion dollars. He is known for his unique business model that does not involve traditional employees. The Hub Model: Trevor's "hub model" involves outsourcing all company functions to professional vendors rather than hiring full-time employees. This approach stemmed from necessity, as Trevor didn't have the funds to hire employees when he started his first company. Benefits of the Hub Model: Allows flexibility and cost savings, especially in the early stages of a company. Vendors work on a fee-for-service basis, motivated by profit-sharing arrangements and a sense of ownership in the company’s success. Eliminates the need for extensive supervision and internal meetings, enabling a focus on core business goals. Real-World Application: Trevor provides examples from his own experience, including a story about successfully running a company while being out of the country for three weeks. Highlights the balance this model offers, allowing Trevor to spend significant time on personal activities while his businesses continue to thrive. Maintaining Relationships and Trust: Trevor emphasizes the importance of trust and peer-to-peer relationships with vendors. He shares the success of long-term partnerships, such as his finance team in Texas, whom he has never met in person but maintains a strong working relationship with. Challenges and Solutions: Addresses concerns about vendor reliability and turnover, noting that the hub model’s structure and profit-sharing incentives foster loyalty and long-term collaboration. Discusses the ease of replacing vendors compared to employees, as contracts are more flexible. Work-Life Balance: Trevor contrasts his approach with more traditional, high-stress entrepreneurial paths, advocating for a lifestyle that combines business success with personal fulfillment. Shares his daily routine, which includes spending several hours walking and enjoying nature. Listener Questions: Kat and Trevor discuss the sustainability of the hub model and its application across various business functions. Trevor addresses potential pitfalls and how he mitigates them, providing insights into maintaining vendor relationships and ensuring consistent performance. Personal Vendor Experience Trevor shares a personal story about a long-term vendor relationship. Despite a strong personal bond, Trevor had to part ways with the vendor due to professional reasons, highlighting the different dynamics in vendor relationships. Employee Relationships and Company Dynamics Trevor explains the difficulty of ending employee relationships and contrasts it with the maturity and flexibility of vendor relationships. He discusses his approach to business growth and his preference for exiting companies once they've reached a certain level. Trevor's Personal Development Programs Trevor introduces his transformational personal development programs, emphasizing the need for self-transformation to achieve life goals. He talks about the "transformation experience" which helps individuals rediscover their potential and power. Transformation Experience Details The transformation experience is described as a journey back to one's true self, using principles of quantum physics. Trevor shares the success and impact of his programs, with thousands of people experiencing positive change. Start, Survive, Thrive Course Trevor introduces his course based on his book "Secrets to a Successful Start-Up," which provides a step-by-step guide to creating and sustaining a successful business. The course is aimed at helping individuals survive long enough in business to eventually hit a home run. Target Audience for Courses Trevor discusses the demographics of his course participants, including those looking for self-confidence and those who sacrificed their dreams for their families. He emphasizes the program's ability to help individuals adapt to new technological landscapes and regain confidence. Transforming Artists Trevor explains how his courses also support artists in finding sustainable income models, such as licensing and NFTs. He talks about the challenges artists face and how his programs provide practical solutions for success. Trevor's Screenwriting Journey Trevor shares his journey ...
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    29 mins