The ERP Organizational Change Journal

Human Capital in PE-Backed Companies: Strategies for Leadership and Talent Management Episode Overview – PE-backed Human Capital Strategies Today's episode centers on the pivotal role of human capital in PE-backed companies, emphasizing how strategic leadership and effective talent management can significantly enhance value creation. We explore the critical strategies needed to assess and optimize human capital from the pre-acquisition phase through to the crucial first 100 days post-acquisition. This discussion is designed to equip private equity professionals with the insights and tools necessary to maximize their investment outcomes through robust human capital strategies. Listen in as we unpack the art of merging leadership excellence with talent optimization to drive sustained growth and success in PE-backed enterprises. https://episodes.castos.com/5fc108e0462768-18027408/1740391/c1e-m39mbnng84fovo51-rownwwdjakdm-e5ojid.mp3 Meet the Guest – Private Equity Value Creation Expert Dan Cremons Founder, Accelera Partners Former PE Investor & CEO // Current PE Advisor // Author //

ERP Organizational Change: Technology Strategy and Keys to Success Episode Overview – Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project management for successful ERP implementation. However, these are broad categories. Furthermore, extant research has not reached consensus as to which specific factors are most significant and critical towards ERP organizational change success. In this episode, we would like to focus on IT and technology management and offer some tactical tips, provide some practical guidance, and discuss IT and ERP strategy.  Please join us as we examine technology strategy. This episode will discuss the definition of IT success, implementation success rates in general, politics and information, the value of IT vision, the power of belief during IT implementations, the most critical components of building an effective IT Strategic Business & Technology Roadmap, and the value of proper systems selection. https://episodes.castos.com/5fc108e0462768-18027408/1722503/c1e-6p8vs21d9msz2zx4-o87zj65gcpdd-qjp9qc.mp3 Meet the Guest – Technology Strategy Expert Russ Finney Director of MIS Undergraduate Programs | Assistant Professor of Instruction | UT Austin McCombs School of Business | Advisor & Speaker Mr. Finney serves both as a lecturer and as the director of MIS undergraduate programs in the McCombs School of Business at The University of Texas in Austin teaching technology & business strategy. He is also a senior partner the itmWEB Group where he assists with research projects and the Stratamation Network where he provides advisory services. Mr. Finney has also served as an Interim CIO or CTO for clients bridging executive needs or strengthening their IT capabilities. Connect with Russ LinkedIn: https://www.linkedin.com/in/william-russ-finney-159109/ Twitter https://twitter.com/rfinney Websites: itmweb.com (itmWEB Group LLC) itmweb.com/russfinney.html (Speaking Biography) itmweb.com/russfinneyspeakingtopics.html (Speaking Topics) email: rfinney@outlook.com Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com Podcast “The ERP Organizational Change Journal“ LinkedIn Key Discussion Points for Technology Strategy:  Questions [05:10]  How would you define the success of an IT department in general in terms of bringing value to a business? How would you define the success of an ERP implementation specifically? [10:51]  Russ, on the itmWEB website an article called “Good Intentions Don’t Count – Systems in Production Do”. You share some various levels of successful assimilation and the article states “Why do some teams seem to make it to the end successfully, other teams just make it to the end, and others never get the chance? Why are some teams on a continual “high” throughout the project while the members of a team right across the hall seem to drag into work every morning?… Does some secret formula exist to ensure success, or is it just a matter of luck?” What is your thought on success rates in general whether IT or ERP projects? [17:51]  I would also like to share another article: “The Politics of Information and Projects“. The article shares that “Information is political… Companies, departments, and individuals all have the potential to create different political structures to protect and control the management of their information assets.” Tell me more, and how would this play into ERP organizational change? [24:50]  What can you say about the “birth” of a systems project whether it be IT and/or ERP? That is, what can you share with our listeners about system “Vision”?  Is that one of the most important “first steps”? [29:24]  Can you share more about an article called “Management Excellence: Adjust the Size of your Thinking”? The article states that “Belief is a powerful force. It is an essential component of successful systems development projects. What some system builders fail to realize, however, is that belief is a result of a conscious decision. The team leader must decide that the system will indeed exist, instill this belief in his or her heart, and then transfer the feeling to the other members of the team.” Please explain more. [32:24]  What are the most critical components of building an effective IT Strategic Business & Technology Roadmap? [33:57]  With ERP selection, what is the general process for properly identifying the business requirements to be included in an RFP? Golden Nugget: [40:07]  Russ, we could go on for hours. But our last question As fellow practitioners, we benefit from learning from our colleagues and friends, both “boots on the ground” as well as researchers. How would you summarize this conversation? If you had to distill your work into 3 or 4 sentences, what would you say to ERP organizational change practitioners? REFERENCES: “Good Intentions Don’t Count – Systems in Production Do”, Russ Finney, 1996, https://www.itmweb.com/essay002.html “The Politics of Information and Projects”, Russ Finney, 1998, http://www.methodology.org/essay008.html “Management Excellence: Adjust the Size of your Thinking”,  Russ Finney, 2004, http://www.methodology.org/essay043.html Transform Your ERP Challenges into Opportunities with Nestell & AssociatesAt Nestell & Associates, we excel in steering businesses through the demanding terrain of ERP implementation and strategic IT management. If you found value in our discussion on “ERP Organizational Change: Technology Strategy,” and you’re seeking expert guidance, we would love to engage with you! Our dedicated team is ready to tailor solutions that ensure your technology initiatives are perfectly aligned with your organizational goals. Let us help you turn your ERP challenges into strategic opportunities. Contact Us Today Related Episodes – Technology Strategy Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode 94: Smart Digital Transformation in Private Equity Episode 87: Organizational Transformation in ERP: Strategies for, Cultivating Culture, and Unleashing Innovation Episode 74: Building an ERP Strategy and Roadmap Episode 50: Digital Transformation using Emerging Technologies Related Article from The ERP Organizational Change Success Blog The Future of ERP: Intrinsically Linked to the Evolution of Artificial Intelligence Intelligent ERP Systems: Artificial Intelligence and Its Impact on ERP Organizational Change A Letter TO: CxOs FROM: Your Upcoming ERP Project Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode 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.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode 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... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can't compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: FollowFollowFollowFollow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

AI and Private Equity Synergy: Fueling Business Transformation Episode Overview – AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies. We talk about how leveraging AI can not only enhance due diligence and decision-making processes but also create substantial value across portfolio companies. Join us as we unpack the innovative approaches that are setting the stage for the future of PE investments, and how these technological advancements can be integrated to ensure robust, scalable growth in Private Equity.  https://episodes.castos.com/5fc108e0462768-18027408/1717468/c1e-8785i9x9gxu4v4q5-k5mw67rruvgz-dhqave.mp3 Meet the Guest – AI in PE Strategies Expert George Stelling CEO & Board Member | Driving SaaS & AI Innovation and Business Transformation | Transformation Practitioner & Thought Leader George Stelling is a seasoned CEO, Board Member, and transformation practitioner known for driving SaaS and AI innovation, business transformation, and maximizing profits. With deep expertise in AI, SaaS, technology leadership, private equity, and management consulting, George excels in delivering innovative solutions and value-creation strategies. He has a proven track record in building high-caliber teams, leading transformative initiatives, and crafting digital solutions. His experience spans C-level leadership, consulting, PE operating roles, and board positions, with a focus on digital innovation, AI adoption, strategy execution, and lean manufacturing. George has worked globally, demonstrating a unique ability to deliver strategic and hands-on leadership. Connect With George Website: https://www.lunation.com/ Website: https://www.quadrillionpartners.com/ LinkedIn: https://www.linkedin.com/in/georgestelling/ email: gstelling@quadrillionpartners.com Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com Podcast “The ERP Organizational Change Journal“ LinkedIn Key Discussion Points: AI in PE Strategies 06:45  Segment 1: Leveraging AI for PE-Backed Business Transformation – “Scaling Success: AI-Driven Strategies in PE-Backed Business Transformation” George, considering your extensive background with Lunation and AI innovation, can you elaborate on how Lunation’s platform specifically caters to the transformation needs of PE-backed companies? How do you believe AI-driven solutions are redefining value creation for private equity firms in the current market? Maybe getting a little more granular…..With your track record in maximizing profits through technology, what AI advancements, or opportunities specifically, do you see as pivotal for operational efficiency in portfolio companies? George, because I like case studies and real-world examples as learning tools, Could you share an instance where Lunation’s AI capabilities directly contributed to the success of a PE firm’s investment strategy? 33:49  Segment 2: Navigating Digital Solutions for Optimized PE Performance – “Digital Mastery in PE: The Roadmap to Enhanced Portfolio Performance” With your global experience, how does IT AI governance vary across international markets, and what best practices can PE stakeholders adopt for a consistent approach? 37:25  Segment 3: Transformative Leadership and the Future of PE Investments – “Visionary Leadership: Steering PE Investments Towards a Transformative Future” ‘Being intentional' takes leadership. Drawing from your extensive experience in executive leadership, how do you integrate your strategic approach to drive impactful results in PE investments from a leadership perspective with the proper adoption of AI.  change is not easy or cheap. 40:38  Golden Nugget Partner with Us for AI-Driven Success in Private EquityIf you’re looking to implement AI strategies in your private equity ventures, Nestell & Associates is your go-to partner. Contact us today to explore how we can drive transformative success together. Contact Us Today Related Episodes – AI in PE Strategies Episode 100: AI-Driven Digital Transformations Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode 97: PE Digital Strategies: Digital Transformation and Organizational Change Episode 89: AI’s Role in ERP and Organizational Evolution Episode 85: Harnessing AI for ERP Innovation: Balancing Growth, Ethics, and Governance Episode 50: Digital Transformation using Emerging Technologies Related Article from The ERP Organizational Change Success Blog The Future of ERP: Intrinsically Linked to the Evolution of Artificial Intelligence Intelligent ERP Systems: Artificial Intelligence and Its Impact on ERP Organizational Change Latest Episodes ERP Organizational Change: Technology Strategy by Dr. Jack G. Nestell | Apr 18, 2024 | ERP Organizational Change: Technology Strategy and Keys to SuccessEpisode Overview - Technology Strategy In general, at the highest level of categorization, there seems to be consensus on the importance of people and culture, informational technology, and project... AI and Private Equity Synergy: Fueling Business Transformation by Dr. Jack G. Nestell | Apr 11, 2024 | AI and Private Equity Synergy: Fueling Business TransformationEpisode 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.... Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode 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... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can't compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: FollowFollowFollowFollow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

AI-Driven Digital Transformations Episode Overview – AI-Driven Digital Transformations In this episode, we’re focusing on AI-driven digital transformation and its pivotal role in AI in ERP integration, as well as its influence on organizational culture. In an era where AI is indispensable, we'll explore how this revolution not only transforms business processes but also fundamentally alters how organizations function at their core. https://episodes.castos.com/5fc108e0462768-18027408/1710248/c1e-z71xim5o89hn2n58-jk0422q0tqd-ni1mtv.mp3 Meet the Guest – AI-Driven Digital Transformation Expert David Shapiro YouTube creator and AI researcher. We're thrilled to welcome back David Shapiro to the show, an expert in AI and digital transformation.  David returns with fresh perspectives on leveraging AI in the business environment. His work continues to influence the way we think about ERP systems, leadership, and organizational evolution in the digital age. With a proven track record of driving ethical and impactful AI integration into business strategies, David's insights are invaluable.  Connect With David Patreon https://www.patreon.com/daveshap/ Substack (Free) https://daveshap.substack.com/ GitHub (Open Source) https://github.com/daveshap YouTube https://www.youtube.com/@DaveShap Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: ERP Communication Strategies 05:17  Segment 1: Latest Developments in AI Book Discussion: Jack Asks David for his take on the book; “Why Machines Will Never Rule the world: Artificial Intelligence Without Fear“. Landgrebe, J., & Smith, B. (2022).  Routledge.  Let’s discuss this scenario; drop a piece of AI code on a current platform and it will build a new system around your core. You won’t need a new ERP Could ERP vendors go out of business?  Could you give us an overview of the latest developments in AI that you find most exciting or transformative? With AI evolving so rapidly, in general, how do you see these advancements influencing global technological standards and practices? You mentioned earlier regarding Calude 3 that folks left due to concerns. AI’s potential seems boundless, but so do the risks. What are the latest conversations around AI safety and ethics that you think our listeners should be aware of? 30:06  Segment 2: Standards, Regulations, and Governance Moving on to standards, regulations, and governance – a hot topic in the AI community and within our Client base – what key developments have you seen in this area? How do you envision global cooperation shaping the future of AI regulation, and what challenges might arise in achieving international consensus? So David, from your perspective, what are the essential elements of effective AI governance that can balance innovation with societal safety? 40:21  Segment 3: Concerns for Human Creativity and Critical Thinking It is difficult to get my arms around and my perspective on this changes almost daily, but, let's talk about the human side of the equation. There's a growing conversation about AI’s impact on human creativity and critical thinking. What’s your take on this? 45:29  Segment 4: AI in Education Education is another sector profoundly affected by AI. Based on your observations, how is AI integrated into educational practices today? There are concerns and hopes about AI’s role in personalizing education. How do you balance the potential benefits with the risks of over-reliance on AI in learning environments? Looking to the future, what are your predictions for AI’s role in shaping the educational experiences of the next generation? 53:25  Golden Nugget Question   References Book “Why Machines Will Never Rule the World: Artificial Intelligence Without Fear.” Landgrebe, J., & Smith, B. (2022). Routledge. Book “Mind, Machines, and Human Consciousness”, Nadeau, Robert Exploring the synergy between AI, ERP, and digital transformations?Nestell & Associates stands at the forefront of integrating artificial intelligence into enterprise planning and digital shifts. Whether you’re navigating the complexities of ERP systems or delving into research that pushes the boundaries of technology, we’re here to collaborate and guide. Connect with us for a partnership that drives meaningful change. Contact Us Today Related Episodes – ERP Communication Strategies Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode 97: PE Digital Strategies: Digital Transformation and Organizational Change Episode 89: AI’s Role in ERP and Organizational Evolution Episode 85: Harnessing AI for ERP Innovation: Balancing Growth, Ethics, and Governance Episode 50: Digital Transformation using Emerging Technologies Related Article from The ERP Organizational Change Success Blog The Future of ERP: Intrinsically Linked to the Evolution of Artificial Intelligence Intelligent ERP Systems: Artificial Intelligence and Its Impact on ERP Organizational Change Latest Episodes Episode 100: AI-Driven Digital Transformations by Dr. Jack G. Nestell | Apr 2, 2024 | AI-Driven Digital TransformationsEpisode 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... Episode 99: Effective ERP Communication Strategies for Business-IT Alignment by Dr. Jack G. Nestell | Mar 21, 2024 | 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... Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights by Dr. Jack G. Nestell | Mar 14, 2024 | Strategic ERP Transformation: Change Management, PMO, and M&A InsightsEpisode 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... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can't compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: FollowFollowFollowFollow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

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 communication… In your book “The First Minute,” you talk about starting conversations that get results. Can you share a key technique from this book that IT and business teams can apply? How important is the role of concise email communication, as outlined in “Effective Emails,” in bridging the IT business gap? Based on another of your books, “39 Ways to Make Training Stick,” can you suggest ways to ensure that communication training for technical teams has a lasting impact? Because I enjoy learning from real-world experiences, could you give an example of a communication breakdown you’ve helped resolve and the strategies used? 26:00  Segment 3: Maximizing Business Value Through Communication How can IT and business teams use communication to support mergers and acquisitions, an area of expertise for Nestell & Associates? What role does effective communication play in managing organizational change, especially in the context of ERP implementations? How can private equity firms leverage improved IT-business communication to maximize investment value in their portfolio companies? Can you share insights on how to maintain this improved communication as organizations evolve and grow? 40:25  Golden Nugget Take-a-Way Ready to transform your organization's communication strategies and ensure successful change management?Nestell & Associates specializes in bridging the gap between IT and business teams, facilitating seamless ERP implementations and organizational transformations. Don’t let communication challenges hold your projects back. Contact us today to discover how we can tailor our expertise to your unique needs, driving your business forward with effective ERP communication strategies. Contact Us Today Related Episodes – ERP Communication Strategies 96: Transforming Organizational Culture with ERP Leadership Training and Virtual Meetings with Guest Evan Unger 92: Answer Intelligence: Elevating Business Communication & Leadership with Guest Brian Glibkowski, PhD 90: Courageous Organizational Communication: A Model for Effective Workplaces with Guest Alex Lyon, PhD 82: Practical ERP Leadership with Effective Leadership Strategies with Guest Drew Dudley Related Article from The ERP Organizational Change Success Blog ERP Implementation Gap Analysis: Uncover Real Influences for ERP Organizational Change Success Latest Episodes Episode 99: Effective ERP Communication Strategies for Business-IT Alignment by Dr. Jack G. Nestell | Mar 21, 2024 | 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... Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights by Dr. Jack G. Nestell | Mar 14, 2024 | Strategic ERP Transformation: Change Management, PMO, and M&A InsightsEpisode 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... Episode 97: PE Digital Strategies: Digital Transformation and Organizational Change by Dr. Jack G. Nestell | Mar 6, 2024 | PE Digital Strategies: Digital Transformation and Organizational ChangeEpisode 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... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can't compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: FollowFollowFollowFollow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Strategic ERP Transformation: Change Management, PMO, and M&A Insights Episode Overview – Strategic ERP Transformation In this episode, we explore the vital intersections of PMO, IT governance, and the dynamic world of mergers and acquisitions. This episode is loaded with value for investment firm leaders, strategic planners, and anyone keen on understanding the nuances of driving successful organizational change in a competitive environment.  You’ll gain insights into the best practices of PMO implementation, the role of IT in transformative mergers, and how to navigate the complexities of corporate change. Whether you’re an executive, a project manager, or a stakeholder in the investment community, this episode is designed to provide you with valuable knowledge to enhance your  approach to strategic ERP Transformation. https://episodes.castos.com/5fc108e0462768-18027408/1688417/c1e-jwxrbq015pc0o0x4-1xg6x836awxd-fpc1np.mp3 Meet the Guest – Strategic ERP Transformation Jen L. Skrabak, PfMP, PMP, MBA Vice President NSA SoCal I have over 18 years of corporate experience as an Executive for F500 companies leading strategic planning, portfolio/program management, organizational change management, and operational excellence. I currently serve as Vice President at NSA SoCal, a leading professional speakers association. I hold the PfMP, PMP, and Prosci certifications, as well as the PMI Distinguished Contribution Award. As an international keynote speaker, author, and award-winning expert, I share my insights and best practices on how to lead and manage complex digital transformation programs across various industries, such as HealthTech, SaaS, and Cloud/Data/Analytics. I have created, designed, and led five Program Management Offices (PMOs) with teams of 50-500 for large organizations, including a Fortune 5 company, and managed portfolios and programs worth hundreds of millions of dollars. I am passionate about empowering and inspiring project professionals to unleash their superpowers by helping them strategize their portfolio, career, and life. XLinkedIn Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: ERP Change Management 06:30  Segment 1: Strategic ERP Transformation: Strategies for Organizational Change in Growth Jen, considering your deep experience in PMO and strategic planning, what key strategies should investment firms adopt to effectively navigate organizational change? How do you identify and mitigate common strategic planning pitfalls that could impact a firm’s growth potential? A general question, Can you discuss the impact of effective change management on the growth and valuation of investment-centric organizations? Nestell & Associates supports a great deal of mergers and acquisitions, In your approach to PMO setup and strategic planning, what unique considerations come into play for firms with a strong focus on growth through acquisitions and expansions? 21:48  Segment 2: Integrating IT and ERP for Transformational Success From your experience, what are the crucial elements for integrating IT and ERP systems during transformational ventures? How do you balance operational continuity with large-scale digital transformations in rapidly growing or merging entities? In the context of transformational ventures, what role does IT governance play in ensuring successful outcomes? What best practices can you recommend for achieving seamless integration and enhanced value in mergers and acquisitions? 40:15  Segment 3: Optimizing IT and ERP for Enhanced Returns Given your background with top-tier clients, what strategies should growth-oriented firms implement for effective IT and ERP management to enhance returns? How does readiness for IT and ERP transformations impact the success of firms with a significant focus on portfolio expansion? Could you talk about the role of PMO in driving ERP success and risk mitigation in large-scale projects? What advice would you offer for leveraging technology to drive organizational change and maintain a competitive edge in the market? Harness the Full Power of Your ERP System for Strategic ERP Transformation Success!At Nestell & Associates, we specialize in Strategic ERP Transformation, guiding you through every step of your journey toward operational excellence and sustained growth. Our expert team is dedicated to unlocking the full potential of your ERP systems, ensuring seamless integration and optimization that drives real business value. Discover how we can transform your ERP challenges into your competitive advantage! Contact Us Today Related Episodes – Strategic ERP Transformation 89: AI's Role in ERP and Organizational Evolution with Guest David Shapiro 68: ERP Success: Practitioner Pointers with Guest David Ogilvie 52: ERP Organizational Change Success: Leadership and Management with Guest Dr. Todd Dewett Related Article from The ERP Organizational Change Success Blog https://nestellassociates.com/erp-project-letter-cxos/ Latest Episodes Episode 99: Effective ERP Communication Strategies for Business-IT Alignment by Dr. Jack G. Nestell | Mar 21, 2024 | 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... Episode 98: Strategic ERP Transformation: Change Management, PMO, and M&A Insights by Dr. Jack G. Nestell | Mar 14, 2024 | Strategic ERP Transformation: Change Management, PMO, and M&A InsightsEpisode 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... Episode 97: PE Digital Strategies: Digital Transformation and Organizational Change by Dr. Jack G. Nestell | Mar 6, 2024 | PE Digital Strategies: Digital Transformation and Organizational ChangeEpisode 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... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can't compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: FollowFollowFollowFollow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

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 important is the alignment of people, processes, and technology in successful PE firms, and what role does this alignment play in growth? 3. Going to put you on the spot because I like case studies….Could you share an example of how strategic planning for human capital alignment has significantly impacted a portfolio company’s performance? 4. In your perspective, what are the emerging trends (whether people, process, or tech) in the PE sector that firms should be aware of to stay competitive? 23:41  Segment 2: “Leading Through Change: Insights for PE Executives” 1. In your role as a guide for C-level executives, what have you identified as the most critical factors in leading a PE firm or portfolio company through change? 2. How do you recommend PE firms balance traditional investment strategies with innovative approaches in today’s market? 3. What is your advice for PE executives to effectively harness the potential of their teams during periods of significant organizational change 4. Can you discuss the importance of building a culture of continuous improvement and learning in PE-backed enterprises? 43:05  Golden Nugget what is the most valuable piece of advice you would offer our listeners as they navigate their journeys in private equity growth and transformation? "Ready to Elevate your firm's PE Digital Strategies?Explore our expertise in Digital Transformation Strategies in PE and Private Equity Technology Integration. Let’s collaborate to harness the full potential of digital innovation and technology for your private equity firm. Reach out today to discover how we can drive sustainable growth and competitive advantage together. Your journey towards transformation begins here. Contact Us Today Related Episodes – Private Equity Technology Integration 86: The Power of Data: The Dashboard Effect and Business Intelligence Strategies with Guest, Jon Thompson 79: De-risking Executive Recruitment for Private Equity with Guest, Alex Rawlings 89: AI's Role in ERP and Organizational Evolution with Guest, David Shapiro 77: Organizational Culture for Effective Change Management with Guets, Daryl Conner   Related Article – The ERP Organizational Change Success Blog https://nestellassociates.com/de-risk-your-portfolio-erp-project-organizational-culture/ Latest Episodes Episode 97: PE Digital Strategies: Digital Transformation and Organizational Change by Dr. Jack G. Nestell | Mar 6, 2024 | PE Digital Strategies: Digital Transformation and Organizational ChangeEpisode 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... Episode 96: Transforming Organizational Culture with Virtual Leadership Training by Dr. Jack G. Nestell | Feb 1, 2024 | Transforming Organizational Culture with Virtual Leadership TrainingEpisode Overview - Virtual Leadership Training In this episode, we'll explore the nuances of virtual team building for executives and how it's shaping the future of decision-making and team dynamics... Episode 95: Transforming Supply Chains: Insights from SourceDay’s CEO by Dr. Jack G. Nestell | Jan 18, 2024 | Transforming Supply Chains: Insights from SourceDay's CEOEpisode Overview In today's episode, we delve into the world of supply chain management, exploring the challenges and opportunities in Transforming Supply Chains, and how technological innovations like... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can't compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. Leave this field empty if you're human: FollowFollowFollowFollow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com

Transforming Organizational Culture with Virtual Leadership Training Episode Overview – Virtual Leadership Training In this episode, 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 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 in virtual high-stakes meetings? How do you measure the success of leadership development in these virtual environments? 18:35   Segment 2: Cultivating Collaborative Decision-Making In your experience, what are the critical elements for fostering collaborative decision-making in virtual teams? How do Schwartz and Associates’ training methods ensure effective agenda design and prevent common pitfalls in virtual meetings? What advice (selling points) do you have for PE firms looking to enhance collaborative skills in their portfolio companies? What is the trigger point or maybe the pain point for organizations to reach out to Schwartz and associates 30:07   Segment 3: Transforming Organizational Culture through Virtual Training How does the ‘Collaborative Leadership: Virtual Immersive Program’ impact organizational culture? Can you elaborate on the concept of ‘Virtual Skill Transfer’ and its significance in today’s digital workplace? What role does in-depth feedback play in your training programs, and how does it contribute to long-term cultural change? For a PE firm considering your program, what are the key takeaways for their portfolio companies in terms of performance and productivity enhancement? Resources Mentioned:  For information on the Collaborative Leadership Virtual Facilitation skills program www.terischwartzassociates.com Nestell & Associates Can Guide You in Virtual Leadership Training.If you’re looking to revolutionize your approach to Virtual Leadership Training and organizational change within your Private Equity firm or portfolio companies, our team at Nestell & Associates is here to guide you. With our expertise in fostering dynamic transformations, we can help you navigate the complexities of the PE landscape. Contact us to discover how our tailored strategies can propel your business forward. Contact Us Today Related Episodes  92: Answer Intelligence: Elevating Business Communication & Leadership with guest Brian Glibkowski 90: Courageous Organizational Communication: A Model for Effective Workplaces with Guest Alex Lyon PhD 77: Organizational Culture for Effective Change Management with Guest Daryl Conner 75: The Science of Successful Organizational Change with Guest Paul Gibbons 66: Organizational Change – The Secret Sauce for Leading Transformational Change with Guest Ian Ziskin 55: Reframing Organizations: Artistry, Choice, and Leadership with Guest Dr. Lee Bolman   Related Article – The ERP Organizational Change Success Blog De-risk Your Portfolio ERP Project: Organizational Culture Latest Episodes Episode 96: Transforming Organizational Culture with Virtual Leadership Training by Dr. Jack G. Nestell | Feb 1, 2024 | Transforming Organizational Culture with Virtual Leadership TrainingEpisode Overview - Virtual Leadership Training In this episode, we'll explore the nuances of virtual team building for executives and how it's shaping the future of decision-making and team dynamics... Episode 95: Transforming Supply Chains: Insights from SourceDay’s CEO by Dr. Jack G. Nestell | Jan 18, 2024 | Transforming Supply Chains: Insights from SourceDay's CEOEpisode Overview In today's episode, we delve into the world of supply chain management, exploring the challenges and opportunities in Transforming Supply Chains, and how technological innovations like... Episode 94: Smart Digital Transformation in Private Equity by Dr. Jack G. Nestell | Jan 10, 2024 | Explore Smart Digital Transformation for Private Equity In this episode, we delve into 'Smart Digital Transformation for Private Equity.' We'll explore strategies to unlock value, discuss the role of the Digital Operating Partner, and navigate the digital... About Nestell & Associates Where People, Processes, and Technology Align Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle. Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can't compete with. Learn About Our Services Nestell & Associates News Dedicated to Private Equity Stakeholders, Practitioners & Researchers Seeking ERP Organizational Change Success! Get the latest Podcast Episodes, Blog Posts, and Research. (function() { window.mc4wp = window.mc4wp || { listeners: [], forms: { on: function(evt, cb) { window.mc4wp.listeners.push( { event : evt, callback: cb } ); } } } })(); Leave this field empty if you're human: FollowFollowFollowFollow Where People, Processes, and Technology Align Private Equity Merger and Acquistion Digital Transformation Leadership, Advisory, and Consulting Services Nestell & Associates 5000 Birch Street - West Tower, Suite 3000 - Newport Beach, 92660, USA Phone (949) 608-2299 Email info@nestellassociates.com