Podcasts about Six Sigma

Leading with Heart: Transforming Organizational Culture through Alignment and TrustIn a world where organizational trust is at an all-time low and executive burnout has become the silent epidemic of the boardroom, the need for heart-centered leadership is no longer a "soft" luxury—it is a strategic necessity. In a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Hanna Bauer, the Founder and CEO of heartnomics, to discuss a revolutionary approach to professional excellence. Drawing from her harrowing personal journey of surviving terminal heart disease through a pioneering medical procedure, Hanna offers a perspective on leadership that integrates the precision of Six Sigma with the profound empathy of servant leadership. Their conversation serves as a roadmap for founders and executives who are ready to trade the "hustle at all costs" mentality for a high-performance culture rooted in rhythm, connection, and joy.The BEAT Framework: Harmonizing People, Purpose, and PerformanceModern organizations are often plagued by systemic misalignment, where 71% of digital transformations fail not because of the technology, but because of a lack of people readiness. Hanna addresses this by shifting the leadership metaphor from a linear "input-output" machine to a dynamic, synchronized dance. When a leader finds their "rhythm," they move beyond merely managing tasks and begin to foster psychological safety, allowing for honest dialogue and innovation without fear of retribution. This transformation requires the courage to perform a "cultural audit," using root cause analysis to identify outdated processes or toxic mindsets that no longer serve the organization's mission. By "burning away" these inefficiencies, leaders create the necessary space for new, healthy pathways of communication and collaboration to flourish.To bridge the gap between high-level vision and daily execution, Hanna introduces the BEAT framework: Belief, Engage, Act, and Transform. This model emphasizes that true excellence begins with a clarity of values (Belief) that must be authentically shared with the team (Engage) before purposeful execution (Act) can lead to sustainable change (Transform). For the 60% of leaders currently reporting symptoms of burnout, this framework provides a method to reduce cognitive overload by focusing on "less, but better." By prioritizing initiatives that align strictly with core values, leaders can normalize self-care and boundaries within their teams, ensuring that the organization maintains its focus on its "internal customers"—the employees who drive the brand's success.Implementation of this heart-centered approach starts with small, intentional "mini shifts" rather than overwhelming overhauls. Hanna suggests that leaders should act as facilitators of joy, creating rituals that celebrate wins and invite diverse perspectives into every decision-making process. This commitment to transparency and consistency builds the foundation of trust necessary to navigate times of uncertainty. When an organization's systems and processes are designed to serve human needs, the results are seen not just in the bottom line, but in the retention of top talent and the creation of a workplace where excellence and fulfillment exist in perfect harmony.About Hanna BauerHanna Bauer is the Founder and CEO of heartnomics, a keynote speaker, and an executive coach dedicated to heart-centered leadership. After a life-saving, experimental heart surgery, she dedicated her career to helping leaders align their passion with their performance, using her unique "HEARTnomics" philosophy to drive organizational transformation.About heartnomicsheartnomics is a consulting and coaching firm that specializes in organizational alignment, trust-building, and leadership development. The company provides holistic audits and frameworks—including the BEAT and CORE models—to help businesses identify systemic issues and foster a culture of excellence, purpose, and servant leadership.Links Mentioned in This Episodeheartnomics Official WebsiteHanna Bauer on LinkedInConclusionThis conversation with Hanna Bauer highlights that the most resilient organizations are those that prioritize the human element. By auditing your culture for alignment and having the courage to lead with vulnerability, you can transform your leadership from a source of stress into a source of inspiration.Key Episode Highlights:Leadership as Rhythm: Why syncing with your team is like a dance that requires constant connection and shared joy.The Trust Foundation: Addressing the critical statistics of organizational distrust and how transparency serves as the ultimate remedy.The "Hustle with Heart" Shift: Moving away from linear input-output thinking to recognize the complexity of human-centered work.Systemic Auditing: Using tools like root cause analysis to identify why talent leaves and where engagement drops.Mini Shifts for Big Impact: The power of making small, weekly adjustments to reinforce new, healthy leadership habits.More from The Thoughtful Entrepreneur

EXECUTIVE SUMMARYIn 2026's 'forever layoff' era, women leaders who master continuous improvement leadership outperform peers, reduce their layoff risk, and accelerate promotions. Olaf Boettger's 27-year Kaizen framework — courage, humility, discipline — turns daily small improvements into extraordinary career results.Key stat: Toyota workers are 2x more productive than competitors using this same system.? QUICK TAKEAWAYS•       Continuous improvement leadership doubles your career productivity vs. peers who stop learning•       The 3 capabilities every woman leader needs: courage to name problems, humility to keep learning, discipline to stay consistent•       Kaizen's daily 15-minute team meeting is directly applicable to your own career self-management•       GE's turnaround under Larry Culp proves CI works in any industry — finance, tech, healthcare, or your own career•       In 2026's 'forever layoff' climate, CI skills signal indispensable strategic value to any organizationIf you're a woman leader in 2026, the job market has changed dramatically — and not in your favor. Glassdoor's Worklife Trends report calls it the 'forever layoff': small, rolling cuts that never make headlines but keep talented executives in a constant state of anxiety. Meanwhile, AI is reshaping roles at every level, and the competition for standout positions has never been fiercer.As an executive coach with over 30 years of experience (MA, MFT, PCC) and host of the Women's Leadership Success Podcast — ranked in the top 1.5% globally with over 750,000 downloads — I've interviewed more than 144 of the world's top leadership experts. When I heard Olaf Boettger's approach to continuous improvement leadership, I immediately knew this was the missing framework most women leaders had never considered.Olaf spent 27 years at Procter & Gamble and Danaher — two of the most operationally excellent companies on earth — mastering the Japanese Kaizen philosophy. What he discovered translates directly to career acceleration: the same system that doubled Toyota's worker productivity and powered GE's biggest turnaround in American history can supercharge your leadership brand and make you the candidate no one can afford to pass over. The 2026 Career Reality: Why 'Working Hard' Is No Longer Enough The data is sobering for women leaders right now. According to Glassdoor's 2025 Workplace Trends report, small layoffs — under 50 people — now represent 51% of all job cuts, up from just 38% in 2015. These 'forever layoffs' create cultures of anxiety where talented women question their value daily.At the same time, female manager engagement dropped seven percentage points in 2025 alone — the steepest decline of any group, according to Gallup research. Women leaders are being asked to do more with less, carrying teams through AI disruption and RTO mandates, while their own career advancement stalls.The traditional answer — work harder, be more visible, volunteer for every high-profile project — simply isn't scaling. In a market where 45% of employers rate the job outlook as 'fair' at best, you need a completely different strategy. You need continuous improvement leadership. ? Ready to transform your career trajectory?  Download our FREE Leadership Branding Blueprint Accelerator and discover:•       A proven system to document your impact and accelerate promotions•       How to build a leadership brand that makes you the obvious choice•       A measurable framework for expanding your organizational influence•       Strategic positioning for high-visibility, career-defining initiatives•       The same approach Sabrina uses with Fortune 500 executives to 3x their promotion speed? GET YOUR FREE LEADERSHIP BRANDING BLUEPRINT ACCELERATOR What Is Continuous Improvement Leadership? The Kaizen Framework Explained Continuous improvement — known in Japanese as Kaizen, meaning 'change for the better' — originated at Toyota nearly 90 years ago. After World War II, with limited resources and a need to compete globally, Toyota developed a system to extract maximum quality and efficiency from every process. That system, now called the Toyota Production System, became the foundation of what we know as Lean, Six Sigma, and the Danaher Business System.For women leaders, continuous improvement leadership means applying these same principles to your career, your team, and your organization. It is not a one-time initiative or a January resolution. It is a daily practice — a permanent operating system.The Three Foundation PrinciplesOlaf distills continuous improvement leadership into three core principles:Kaizen — The belief that there is always a better way. This is not about being self-critical; it is about being growth-oriented. Every interaction, presentation, and leadership decision is an opportunity to iterate and improve.Go to Gemba — Go to the real place. Stop relying on slide decks and secondhand reports. As a leader, this means visiting your stakeholders, understanding what your team actually experiences day-to-day, and staying close to the work that creates value.Customer focus — Always anchor to what your 'customer' values. In a career context, your customers are your executive stakeholders, your team, and the business outcomes you're hired to deliver. Everything you do should be filtered through: does this add value for them?The Three Capabilities That Determine SuccessAccording to Olaf, your mindset determines everything. Leaders who succeed with continuous improvement possess three non-negotiable capabilities:CapabilityWhat It Looks Like in PracticeWhy Women Leaders Need It NowCOURAGEHonestly naming when your performance or your team's is 'red' — even when the culture rewards positivity over truth.In 2026's performance-pressured environment, leaders who surface problems first are seen as strategic — not weak.HUMILITYStaying open to learning regardless of your experience level. As Olaf says: the best leaders he's known, including P&G's CEO A.G. Lafley, were the most humble.Imposter syndrome tempts women to prove they already know everything. Humility is the counterintuitive superpower.DISCIPLINEShowing up for improvement consistently — not just in January. Committing to the decade, not the quarter.Career advancement compounds. The women who stand out in 2026 are those who have been quietly improving for years. The Business Case: What Continuous Improvement Leadership Actually Delivers For skeptics — and Olaf acknowledges that many leaders initially resist this approach — the numbers make a compelling argument. Toyota, the originator of this system, generates roughly twice the revenue per employee compared to its nearest competitors. Danaher, where Olaf spent the bulk of his career, has sustained approximately 15–16% compound annual growth for 40 consecutive years.The most visible example is GE's transformation under Larry Culp — the former Danaher CEO who took over when GE was in deep financial trouble. Using continuous improvement as the operating backbone, Culp and his teams executed what many consider one of the greatest corporate turnarounds in American business history, eventually splitting GE into three highly successful independent companies.On a practical level, Olaf shared a specific case study from a Danaher acquisition: a company delivering orders on time just 50% of the time. Using CI methodologies, that number rose to 95%. For context, if Amazon delivered your packages on time half the time, you'd stop using Amazon. A 45-percentage-point improvement is not incremental — it's transformational. TRY THIS NOW (10 Minutes)Apply Olaf's Red/Green method to your career right now: Identify one goal you have for your career this quarter (promotion, salary increase, high-visibility project).Set a specific target. Write your current actual. Color code it: are you green (on track) or red (below target)? If red — write one sentence explaining why.Then write one action you will take this week to close the gap. That's continuous improvement leadership in action. Do this every Monday.  How to Apply Continuous Improvement Leadership to Your Career in 2026 The beauty of Kaizen is that it scales from a Toyota factory floor to your personal career strategy. Here's how to translate Olaf's framework into your daily leadership practice:The 15-Minute Daily Leadership HuddleAt every Danaher facility, teams hold a 15-minute standing meeting every morning. They review five metrics — safety, quality, delivery, inventory, productivity — and ask: are we red or green? If red, why? Who does what by when?For your career, your five metrics might be: stakeholder relationships, project delivery, skill development, visibility, and team performance. A daily or weekly 10-minute self-check asking those same questions creates the discipline of continuous improvement at the individual level.Visual Management for Your CareerOlaf emphasizes making performance visible. In organizations, this means color-coded boards. For your career, this translates to maintaining a simple achievement tracker — a running document of your wins, metrics, and impact — that you review weekly. This directly feeds your Leadership Branding Blueprint and becomes the evidence base for promotion conversations.The Growth Mindset + Kaizen ConnectionOlaf's PhD research connected him deeply to Carol Dweck's work on fixed vs. growth mindsets. Dweck's research demonstrates that individuals who believe abilities can be developed through dedication consistently outperform those who believe talent is fixed. Continuous improvement is the operational expression of growth mindset — it gives you the system that turns that belief into measurable career results. Your 7-Step Continuous Improvement Career Action Plan Step 1 (10 min): Define your career target.

HSPI QuickTakes SessionsThis episode of Problem Solved was recorded live at the Healthcare Systems Process Improvement (HSPI) Conference, straight from the Problem Solved LIVE booth!Throughout the week, we spoke with healthcare engineers, executives, students, researchers, exhibitors, and improvement leaders about what's shaping the future of healthcare systems.You'll hear:·       Why AI dominated this year's conversations·       How improvement professionals are bridging technology and human factors·       Why mentorship and student engagement matter more than ever·       How cross-industry thinking (manufacturing, energy, data science) is influencing healthcare·       What attendees are taking back to their organizations immediately·       And what's already in motion for HSPI next yearOne theme was clear: Technology is accelerating. But people - leadership, trust, change management, human-centered design - remain at the core.If you couldn't attend HSPI this year, this episode brings the conference floor to you. If you were there, you might just hear your own voice!Subscribe so you never miss what's next.Every great solution is a story worth telling. HSPI Conference sponsored by Society for Health SystemsLearn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

I share a presentation I gave in July 2025 at the Practical Symposium in Beaver Creek Colorado. The topic was titled “Operations Management – Make Practice More Efficient” which described my experience working with two dermatology clinics. In the presentation, I explain my background in healthcare improvement using Lean and Six Sigma methodologies. I explain Continue Reading

If you haven't streamed the full episode yet, make sure you don't miss it.Optimizing for Meaning: What Industrial Engineering Teaches Us About Balance and BurnoutIn this thoughtful and refreshingly honest conversation, Aly Kamel, an industrial and management engineering student at the Arab Academy for Science and Technology, explores how core industrial engineering principles like input-process-output, value-added analysis, and constraint management can be applied to something far more personal: balance, burnout, and sustainable ambition.Aly challenges the idea that success means maximizing output at all costs. Instead, he reframes burnout not as a personal failure, but as a predictable system outcome, and one that can be redesigned.Industrial engineering isn't just about factories and supply chains. It's a mindset for designing systems that last.And the most important system you'll ever design… might be yourself.Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on Instagram

This week on The Audit Podcast, our guest is William Englehaupt, CEO and founder of Autophagy and former director at KPMG.   Bill shares his perspective on bringing discipline, structure, and consistency to audits by applying Lean and Six Sigma principles to the audit process. Drawing on his experience working with hundreds of audit teams across large public accounting firms, he explains why audits should be treated as standard work and how reducing variation in execution can dramatically improve outcomes for both auditors and clients.   We talk about innovative audit methods, real-world client success stories, and why managing audits with urgency and control matters more than relying on theory or hoping things come together. Bill also walks through key ideas from his book, Managing the Hell Out of Your Audit, including the importance of upfront coaching and certifying staff before work begins to reduce rework, review notes, and frustration across audit teams Be sure to connect with Bill on LinkedIn.   Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   2:52 - Bills BBQ 6:37 - A Favorite AI Prompt 9:45 -  Innovative Approaches to Auditing 11:10 - Client Success Stories 16:53 - Bringing Discipline to New Methodologies 20:13 - Managing the Hell Out of Your Audit 23:08 - The Value of Upfront Coaching 26:40 - Final Thoughts   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Six Sigma is a statistical way of looking at your productivity...and a great way to measure blocks and obstacles in your patient flow. Check this out to help improve the 'traffic patterns' in your office!

Optimizing for Meaning: What Industrial Engineering Teaches Us About Balance and BurnoutWe talk a lot on Problem Solved about optimizing systems, improving processes, and designing better organizations.But what happens when the system you're trying to design… is your own life?In this thoughtful and refreshingly honest conversation, Aly Kamel, an industrial and management engineering student at the Arab Academy for Science and Technology, explores how core industrial engineering principles like input-process-output, value-added analysis, and constraint management can be applied to something far more personal: balance, burnout, and sustainable ambition.Aly challenges the idea that success means maximizing output at all costs. Instead, he reframes burnout not as a personal failure, but as a predictable system outcome, and one that can be redesigned.Together, we discuss:Why high achievers are especially prone to burnoutHow “value-added” thinking applies to your daily lifeThe difference between intensity and sustainabilityWhy constraints should be treated as design inputs, not weaknessesAnd how to optimize for meaning — not just productivityIndustrial engineering isn't just about factories and supply chains. It's a mindset for designing systems that last.And the most important system you'll ever design… might be yourself.Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

Graham Weihmiller's journey from Six Sigma black belt to acquiring Griswold Home Care during the Great Recession exemplifies resilience and strategic leadership. He shares his evolution through franchising, scaling Griswold from 100 to 250 locations, and later steering BNI—a global networking organization with 350,000+ members across 77 countries—through one of business history's most dramatic pivots during the COVID-19 pandemic. This episode unpacks the art of founder transitions, the undervalued potential of franchising in ETA, and why your family are your first customers.ChaptersEarly Signs of Entrepreneurship and Financial Distress (2:38)First Venture and Discovering Search Funds (6:45)Acquiring Griswold Home Care During the GFC (10:04)Why Franchising Deserves More Attention (15:00)Founder Transitions: Lessons from Griswold (19:31)Getting the Right People on the Bus (23:59)Acquiring BNI: A Different Kind of Transition (31:45)The Three Bucket Framework (36:11)COVID-19: Pivoting a Global Network Overnight (40:14)Endurance Sports, Burnout, and Family First (48:00)Some advice from Graham:"Your job is not to fix the processes. Your job is to get the right people in the right seats. And they will fix the processes in a much better way than you'll ever be able to.""I don't know if this organization is gonna survive this pivot that we're about to do, but I know it's the right thing to do. Nobody is gonna get hurt if I can help it. Nothing to me is worth somebody getting hurt or certainly worse."

Lean, agil oder Six Sigma – klingt nach Methoden-Bingo, ist aber in Wahrheit eine Frage von Haltung, Reifegrad und echtem Bedarf. Katharina Geistmann und Michael Habekost räumen gründlich auf mit Buzzwords und Missverständnissen rund um Prozessoptimierung, Lean Management, Agilität und Six Sigma. Denn wie oft heißt es: „Wir wollen Lean einführen“ – und eigentlich ist gemeint: „Unsere Prozesse laufen nicht rund.“ Genau da setzen die beiden an. Sie erklären, warum Prozessoptimierung oft das ist, was Unternehmen wirklich brauchen und weshalb „Lean eine Management-Philosophie ist und keine Methodensammlung“. Es geht um Wertströme statt Silodenken, um Kundennutzen statt Excel-Erfolge und um die unbequeme Wahrheit, dass „ein Prozess keine Probleme lösen kann – das können nur Menschen“. Agilität wird eingeordnet, Six Sigma entmystifiziert und klar gesagt, warum „Kanonen auf Spatzen“ selten die beste Idee sind.

« Avant d'être Lean, Six Sigma ou “performance”, un Responsable ExOp est avant tout un animateur de la transformation, quelqu'un qui apporte du soutien opérationnel aux équipes. »

This week's episode is a special bonus preview of what's coming next on Problem Solved.We're heading to the Healthcare Systems Process Improvement Conference with Problem Solved LIVE, where we'll have an onsite booth. We'll be capturing real-time insights from attendees, speakers, and leaders across healthcare systems engineering.Hear what's coming up at HSPI, how you can get involved, and details about our live interviews and social media giveaway.If you're attending HSPI, stop by the Problem Solved LIVE booth and be part of the conversation. If you're not, follow along as we bring the conference experience directly to you. Follow Problem Solved on Instagram and YouTube now!

Welcome to another insightful episode of The Brand Called You! In this episode, host Ashutosh Garg sits down with Vijay Kumar, Founder & CEO of TSUYO Manufacturing Pvt Ltd, for a deep dive into the world of entrepreneurship, manufacturing, and innovation in India.Vijay Kumar shares his incredible journey from launching his first venture, Biryani Box, to leading multiple startups today. Discover how his approach to risk, decision-making, and building resilient supply chains evolved through real-world challenges—including GST and demonetization. Vijay reveals the critical importance of execution over ideas, offers actionable lessons on building sustainable businesses, and discusses how lean and Six Sigma principles power TSUYO Manufacturing's success.You'll also hear practical advice for aspiring entrepreneurs interested in the manufacturing sector—how to tackle capital intensity, the significance of cultivating a strong quality culture, and the future of automation, AI, and digital twins.

Tim Martinez, Value Creation, Strategic, and Exit & Succession Planning Advisor—also known as “The Inside Man”—is on a mission to empower entrepreneurs and make the world a better place with his philosophy of “No entrepreneur left behind.”  In this episode, Tim shares how he evolved from starting small businesses as a teenager to advising founders on high-stakes growth and exit decisions. We explore Tim's 3 Exits Framework, which breaks exit planning into three critical phases: Mental Exit (separating identity from the business), Role Exit (building leadership and succession so the business can run without the owner), and Technical Exit (valuation, deal structure, and the formal sale process). Tim also explains why AI is accelerating business disruption, why minimalism is a competitive advantage, and what keeps so many businesses stuck at the $3M revenue ceiling. — 3 Ways to Exit Your Business with Tim Martinez Good day, dear listeners. Steve Preda here, the Founder of the Summit OS Group. And I have as my guest today Tim Martinez, who is a Value Creation, Strategic, and Exit & Succession Planning Advisor, also known as “The Inside Man.” Tim also has a successful Substack with lots of followers, which has a similar title, Inside Man. He's also built his own ChatGPT API, so he's running with the times. Tim, welcome to the show.  Thanks, Steve. Great to be here.  Finally, we have someone who is ahead of the curve on AI and the technological evolution that's part of this new industry revolution. So let’s start with my favorite question. What is your personal ‘Why’ and how are you manifesting it in your practice and in your business?  Yeah. My personal ‘Why’ is to make the world a better place and to empower entrepreneurs. “No entrepreneur left behind” has kind of been my motto. Since I was a kid—I started businesses very young, like 15 or 16—people would ask me, “How are you doing this?” And I would help however I could. And it was just always felt really good to help my fellow entrepreneurs, whether I was helping them in a small way or a big way. And there's nothing better than seeing some of the advice you're able to give someone actually get implemented.Share on X Then you see them go, “Wow, oh my gosh, this is great.” And again, sometimes it’s small, sometimes it’s big. But I believe entrepreneurs rule the world, and I do my part every day—whether it's writing my Substack, jumping on podcasts, or writing books. I'm always here just to share what I've learned, because I think that’s what makes the world go round.  Well, you have a boundless energy, because you are writing books, you are writing your blog, you are doing these podcasts. Then you also have to gather the information, right? You have to work with clients—otherwise there's no raw material. That is very impressive. So what took you to this point? How did you evolve? I mean, you started at 15, but surely you were not coaching or consulting people at 15.  Yeah, so I probably spent about 10 years just starting small businesses. I had the lemonade stand, then a coffee business and a silk-screen business. I had a DJ business, a retail store, a marketing and advertising agency, a small one, but I was able to sell it. And I got lucky and sold a couple of these small businesses. I built websites, built apps—I mean, anything you can do to make a buck. I was just kind of hustling and figuring it out on my own. And at a certain point in time, maybe like 10 years later, someone asked me to help them write their business plan. It was the first time I thought, “Huh, someone wants to pay me to help them write a business plan. That sounds interesting.” Okay. And I had written all of my own business plans for 10 years. I used to go to SCORE—the Senior Corps of Retired Executives, a division of the SBA—and they would consult for free. They still do, by the way. And I always said my long-term goal was to be an old advisor at SCORE, because they helped me so much when I was a kid.Share on X So I charged money for my first business plan. That person was able to raise money from their uncle. Then they said, “Well, hey, we got this money. What do we do now?” So I said, “Well, I think I can charge you. I think this is called consulting. Maybe I'll just charge you to help execute your business plan.” It was a small business, and I went to Barnes & Noble and bought a book that was like this big—How to Start a Consulting Business. I just sat there and highlighted the whole thing. It had CD-ROM forms in the back. I knew nothing about consulting. And probably for the next handful of years, I just focused on writing business plans and helping people. That's kind of what got me into consulting and working with bigger businesses. It really started with business plans and small businesses.Share on X  Yeah. I mean, business plans are great because you are envisioning the future of the business, crunching the numbers—what's going to happen with your top line, bottom line, costs, overhead, margins—and essentially it helps you visualize the skeleton of the business. Then you can put the meat on the bone, kind of thing.  Yeah. And I had worked on hundreds of business plans, and  pitch decks, financial models, and market research. That documentation aspect of a business, I had spent a good, let's say, 10 years working very heavily with clients as an analyst in consulting firms. And that’s really what got me into the game and got me into bigger and bigger businesses, because I got very good at doing that with no formal training—and we didn't really have what the internet is today. I remember going to the downtown library in Los Angeles, finding articles, and taking scanned copies of them. That’s how we did our market research. And business plans used to be like a dictionary. The SBA would require business plans to meet all these requirements, so we ended up with huge business plans. Now people want a one-pager, maybe a 10-slide deck, and call it a day. Where I got my chops was from understanding every imaginable nuance of every business in all verticals. I worked around the world with businesses, and I guess I was in the right place at the right time for it.Share on X  Yeah, that’s very humble. So one of the things that you do is you help people prepare for exit, and you came up with this framework called The 3 Exits Framework. I thought it was fascinating to think about exits from different perspectives and to have different mental models for them. How did you come up with this, and can you explain to the audience what it looks like, how it works, and how it helps entrepreneurs? Yeah. And it’s important to note that I started my career starting businesses, helping people get the start. And as I got older, the businesses I worked with were also getting older. And as I got a little more gray hair and a few more wrinkles, people would take me more seriously at the later stages of the business, when they maybe wouldn’t take me so seriously when I was in my early twenties. So my business had evolved from starting to growing and then eventually to exiting, and that’s where most of my clients are now. What I’ve discovered is most people enter the exit planning conversation at the very end, asking, “What is my business worth? Who wants to buy it?” Needing a business valuation is the most common first question: “Whoa, what's it worth?” But after working with a handful of companies through this whole exit process, you start to realize that there’s far more than just the numbers. The 3 Exits Framework says there are three exits that need to occur before you're out and on your yacht, sailing into the sunset.Share on X The first exit is the mental exit, which we can talk about at length. It's your role—your identity in the business. Who am I if I'm not the CEO? What am I going to do with my time if I'm not running this business? Who am I if people can't come to me with their every burning question? It’s this piece, it’s so important. And a lot of people don’t want to give up control. They don’t even know they’re control freaks, which I'll call them for lack of a better term. But they don’t even know that they are that. You have to help them through that.  The second exit is really your role exit, because eventually someone needs to run this business in your absence. The whole tenant of selling a business is that you're not going to be in it. You might have earnouts or some transitional involvement, but eventually, you will not run this business. So you have to replicate yourself. Most people say, “I've tried, but it hasn't worked.” Well, you know what? Now’s the time for this to work. It's time to build SOPs, standards of excellence, and get someone who could be better than you ever were in that seat. So that role exit is a big part, and that would be true succession. The other part of that is it’s not just the CEO or the owner. A lot of times it’s them and they’re number one, or they’re number two, or number three, because in many cases those people also have equity and ownership in the companies in some cases. So we need to get succession in line for multiple roles.  And then the third exit is your technical exit. It’s the one piece everyone feels like they start with that is your valuation, getting your documentation together, running a formal auction process, making sure that you’re looking at multiple buyers, whether strategic or financial. And just running a very thorough, formal process that’s going to get you the highest valuation possible. And structuring a deal that there’s going to be a little bit of give and take. Most deals die because of misaligned expectations. And they’re usually misaligned expectations on that final exit. So when you put those three things together and someone says, I want to sell my business, or we're thinking about exiting in the next couple years, I just start first with the identity part.Share on X Yeah. And people underestimate the significance of that. It can sound touchy-feely and like an afterthought in most cases. And people think that just by earning a sack of money, their life will be solved and all problems will disappear. But actually, problems exist at all levels. Elon Musk probably has more problems than most listeners here.  Sure.  So, it's not going to solve your problems, and identity is huge. I talk to people—I was also an M&A advisor for over 10 years, sold many businesses, visited former clients, and went out on their boats on the lake. Often, that was the one time they actually used the boat, because they didn't really need it. They thought they did, but they didn't. Next time, the engine wouldn't start, or the boat was full of water. Or they'd go out on the golf course, meet new people, and ask, “Who are they?” It turned out they were just retired rich people—not interesting entrepreneurs or CEO. That's a huge change. And with the Great Wealth Transfer and the aging Baby Boomer population, there's a statistic that says 50% of business owners are forced into an exit—meaning there’s some life event that occurs that says you now need to sell your business and get out. And you and I both know that if you’re forced to an exit, you’re going to be taking a major discount. But those forces can happen when you have a heart attack, or someone in your family has a health issue, or your grandkids and everybody moves multiple states and you want to go with them. All these things happen. So our recommendation is just start having the conversation now.  Yeah. And so I think it's a little bit like saving for retirement. A lot of people keep putting it off, and eventually there's no time left to do it, and then they’re in trouble. So how do you even raise awareness with people about this? How do you work with them to prepare this? Can you actually raise awareness and make them feel this is a real issue? How do you raise awareness?  Well, I have my blog, and that’s probably where I do most of my conversations. I wrote about the 3 Exits Framework. Any chance I get to speak, I always use it to raise awareness around the subject. In my consulting practice, I work with a handful of consulting firms and investment banks. Anytime I get pulled into a conversation about exit planning, I usually just pause for a second and just talk about their life goals.Share on X Like, what do you really want this exit to do for you? Because there are so many things you can do and a million ways to do it. So, what do you really want this exit to mean for you? Also, remember, Uncle Sam is going to take his cut—so not everyone gets the biggest check possible. Usually, what we hear is people say, “I'm just so exhausted. I don't have anything left in me for this thing, and anything I can get for it, I'd be happy to take, as long as it means I don't have to put out every single fire.” And this usually happens because they didn't build good systems to remove themselves from the business.  Otherwise, they would've been the chairman, and just meeting with their CEO, who's running the business. That’s usually not the case with these owner-operator businesses. And that doesn't mean they're small, by the way. I mean, they could be running a $50 million business and still the choke point where everything has to run through them and they’re just exhausted and burnt out.  Do you think that this AI revolution is going to change things? Is it going to make more people exit-ready because it's easier to create systems?  Perhaps. Yeah, I think it's helping the service provider world be more efficient. In my world as a management consultant, I'm 10 times more efficient. I’m sure you’re 10 times more efficient with tools like the one we’re using here, and it just helps us speed things up. I've noticed people use it as a thought partner, as a psychiatrist, even as a best friend. I've seen people go into deep dialogue like, “Should I sell my business? Give me five factors.” The ones who are aware of this are using it fully. The people who aren't are a little behind the times. And then from an operational standpoint, yeah, I mean with the bots and all the many things you could put in your business to make you more efficient, but that doesn’t apply to everybody. I would say there’s going to be a 10 to 20% group of people that are already on it, making it work for them, and then there are the laggards who will probably never touch it.  Or is it that—okay, maybe we can be more efficient with AI, but we'll have the appetite to do more, and there will be more complexity? Some things we'll simplify, but we'll create other complexities that replace the previous ones. What do you think about it?  Yes. So businesses typically have cycles. There's usually a five- to seven-year cycle where a business hits its peak, and then it starts to trend down. And they usually have some level of innovation that has to reoccur for it to hit another up cycle, and then there will be a down cycle and so on and so forth. So it's always like an up slope after an up slope. When you've been in business for 30 or 40 years, you've gone through multiple rounds of these cycles—three or four rounds of those cycles. What I’m hearing right now is business owners that are, let’s say, at retirement age, they’re saying, “I don't know if I have what it takes to go through this AI cycle. Maybe I had what it took to make it through the eighties, nineties, and two thousands, but now we're in 2026. I’m not sure I’m equipped, or my team who’s also very senior, they don’t feel like they have what it takes to get through that next cycle without hiring young talent. But even then, they don’t really understand what they’re talking about. So there’s this gap. And again, I’m hearing it more and more of people saying, I think now’s the time to get out and let some other company that has gas in the tank, vision, and capacity to come in and do that thing.  Yeah, that's interesting. Do you think a multiple-AI–enabled company versus a post-AI company is going to be markedly different?  Maybe. Because it all comes down to revenue—it comes down to the revenue story. I'll give you a perfect example. You have a very profitable company, but they're using an old CRM. A new company comes in and says, “Hey, you're already profitable. If we buy you and put in a new CRM, maybe we could be even more profitable.” That’s cool. So we don’t really need you to put in all the tech. We’ll come in and do all that, and then we’ll get the upside on that. Just as long as you’re profitable, as long as you’re profitable, yet you don’t have major client concentration, your business has all the components. A new company with new vision could come in. That would largely be a strategic buyer. The PE buyer, the financial buyer, most likely is going to want to inject capital into your business so you can go and reinvest, and build new tech, or become a platform, whatever you’re going to be. But that would be a different arrangement. So it's basically a numbers issue. It doesn't matter your technological evolution. And maybe it’s even worse if you've already implemented AI and that only allows you to make five million dollars—there's less upside for the buyer.  Yeah. The bigger concern is: Is your industry at risk because of AI? Is your particular business at risk? And that's why I think people need to adopt it—so they can say, “No, we're not at risk. We've adopted it, we're applying it in whatever fashion we're doing it, and we're going to see the results.” We've already seen a major downswing in a handful of industries because of AI. I mean, advertising agencies are getting hit really hard. People used to be able to charge for writing press releases, to write blogs, to write social, to do video editing on social media. A lot of that's gone, so the bottom tier of those agencies is just gone—there's no need for them anymore.  Do you see people proactively working on making themselves AI-resilient? Everyone knows that they need to do it. Nobody is unaware that today, it’s like websites. There was a time when everyone knew they needed a website. They just didn’t really know how they were going to build it or who was going to build it. They knew it was going to be expensive. It’s kind of where we’re at right now. Everybody knows they need AI. They’re just not exactly sure how they need AI, what it can actually, literally do for them.I think for some people, that big dream that it was going to do everything quickly got taken off the tableShare on X and they say, okay, we could do this much, but even this much is make me very effective.  But it’s just not going to do everything. Like, I still need an accountant. I still need an account manager. I still need someone to do these things, but maybe I don’t need as many people as I once did. So we’re seeing kind of some leveling off there. But I would say largely most people don’t know what AI can do for them, and they’re not really prepared to make those investments. We have a client right now that just made a half million dollar investment into an RFP tool that’s going to help them move faster than their competitors, submit more on RFPs, build everything out in a very complicated way, but they’re making a half million dollar investment. How many companies out there are saying, let’s go, give me the invoice. I’m ready to roll. There’s still a lot of pause there.  What you're describing feels more like a defensive play—okay, we know AI is coming, so we have to implement some AI tools. But I’m thinking more about the big picture. Is my industry going to be disrupted by AI? And how do I pivot my business before I lose momentum, so I become like Netflix—going from a video rental company to a streaming company? Yep.  Do you see companies rethinking their business model?  I think from what I’ve seen, people are rethinking everything—top to bottom. Because you have to start with labor. That’s usually where people start. “AI can do all these things—do I need less talent on the deck?” And if I do, then what can AI do so I don’t have such heavy overhead? Because overhead is also liability, and it has this employment risk behind it. So if you can go from a thousand staff to 800 or 750, great, let’s do it—why wouldn't you do it? Most people are saying, “Let's figure that part out first.” The next thing is the industry disruption, which is what’s our competitors doing to service clients better, manufacture faster, or do things cheaper, so then we’re not left in the dust. So from a production standpoint, we need to figure this out quickly. What I'd say—what I do—is, as an analyst, as a consultant and advisor coming in, that's why I built my AI. I built my AI to fire myself. I basically said, “What I used to do as a management consultant is now irrelevant, because AI is better than me.” So let me just build the digital me and not worry about that side of my business anymore. So I just don’t worry about that anymore. I don’t even really take on assignments that I used to, because AI can do it better and faster. Now, if you want to hire me and allow me to use my AI tool to handle the technical work, I'm more than happy to do that. But I'll tell you firsthand—save your money.  So you're giving it away, or are you selling it?  Yeah, it's free. It's free. It's on ChatGPT. What people can’t do is sit down and have an honest, sincere conversation and ask them the hard questions and challenge them. That's where AI still lacks the human component. I can take a client and say, “Hey, let's hang out. Let's get lunch. Let's go play golf. Let's bring in your kids. Let's talk to your kids. Let's talk about the family dynamic.” Let’s just have a sincere conversation. Let me hold space and create a forum where I can hear people. And that human component is the only thing that I’m worried, like I’m working on now. I'm out of the technical side, because that part of my job is gone.  So fascinating. So does it mean you have to be more of a social animal?  I think so. If you're not going to be a social animal and you're just going to sit at your desk, you should probably be building software using tools like Replit, n8n, or any of these different software tools and just go all in.Share on X But the way we used to do it—you probably see this on LinkedIn, with all the bots on LinkedIn, it’s not what it used to be. It used to be a place where you had a handful of connections and actually met people. Now it’s just so overrun with the bots. It’s like I don’t even want to accept connections anymore. I'd much rather have a conversation like this. To me, this is the future.  Yeah. But maybe we connected originally through LinkedIn. I don’t know where, how we connected, but we may have have connected through a bot—actually.  It’s possible.  Yeah.  It’s possible. But I'll tell you, I connect with maybe one or two percent of people now. Previously, because I didn't get so many inbound inquiries, I would connect with more, because I felt like there was a sincere person on the other end. Now, I really don't know. I've become very skeptical.  Yeah, I'm with you. Let's switch gears, because our time is running out. And there are a couple of things that in our pre-interview you talked about, and one was minimalism. Yeah.  What is minimalism? How do you do it? And what’s a low-hanging way to start to become a minimalist?  It's kind of like that first-principles idea of what really matters. It’s essentialism. It’s kind of getting down to the one thing, that was my recent blog, if there was only one thing you could do this year, but it would make all the difference, what would it be? And anything that gets in the way of that one thing is just noise. For me, minimalism is really about reduction, and kind of getting rid, and being aware and cognizant of things that really shouldn't be on your desk, on your to-do list.Share on X And using AI tools and assistance to get rid of everything that’s low-level activity. If you think of a pyramid, at the very top is where the most value that you can add would be. But yet we spend all of our time, if this is a time pyramid, most of our time is spent at the bottom, the wide part that pretty much anyone can do. So we kind of got to invert the pyramid. To get there, you have to reduce and extract. To protect your time, you have to treat it as very precious and focus only on the most important thing at all times. It is a very hard thing for all professionals to do, and it’s always been a hard thing, but I just take it upon myself and say, okay, well, as a minimalist, I mean, if you were to come to my house and see how sparse my furniture is on purpose. How sparse my closet is on purpose. I’m trying to get rid of options. It's like Steve Jobs and the black turtleneck—if I have one less thing, because I can only make so many choices and decisions in a given day, let me spend my time on the things that are the most important and most impactful.Share on X And that’s not always, because it’s going to put millions of dollars in my bank account. Sometimes it’s just helps me sleep better at night. So I don’t need 50 clients. If I’m going to have 50 headaches. What if I just have five clients? And every one of those was one that I felt very good about, and that would allowed me to charge more. It allowed me to go deeper with them. It's that concept—then you're free to see where your scalable opportunities are. It's the story I told you about a monk who was carving away at this beautiful elephant. Someone walks up and asks, “How did you learn to do this, carving away this elephant in the stone? And he says, Oh, I just chip away everything that's not the elephant. So for me, I have to have a very clear picture of what the elephant is. I have to see the picture in my brain first—like what my life is, what I’m trying to build, how good of a dad I’m trying to be, how good of a husband I’m trying to be, how good of a business partner or a service provider, an advisor. This is my life’s work as a masterpiece, so let me just get rid of anything that doesn’t belong as part of that picture. So that, to me, is kind of how I would explain it. And my approach toward it is I just get rid of everything. It’s not about accumulation. I don't really need more information, because AI already has all the information. Anything I'm going to absorb, I have to be very intentional about—why am I reading it? I see all the books on your shelf. I could show you my bookshelf—tons of books, right? I feel like I've read them all. Am I going to learn anything new? I could also just go back to the books I've already read. I try to highlight them and stuff, but it's like, what more do I need at this point?  Yeah. So I’m wondering about this idea of a lifestyle business versus a growth business. Because what I see is that people who are building a lifestyle business, it’s easier for them to be a minimalist. Because you just do this most valuable thing. You don’t have to build the business. You don’t have to worry about necessarily all the other people, systems, and processes, or making sure of quality control. You just do your high-value work, and at the end of the day, you can put things down and relax. Whereas a growth business, it's different.  I would say with the clients that I have—some have thousands of employees, some have hundreds—I still encourage them to reduce and subtract. Even though they're in high-growth, highly scalable businesses, sometimes the conversation is: How many direct reports do you have, and why do you have that many direct reports? How are you delegating? How are you giving authority? How are you limiting all the inputs? Because a lot of it is noise in your given day. So how do I make your day a little more silent so you can have a little more peace to make better decisions while you run this highly scalable business? Just because you're scaling doesn't mean it needs to be pure chaos. That's what people think—they think, “Oh, if I scale, that means chaos.” I'm anti-chaos.  Okay. But let me ask you this: Two of the most successful entrepreneurs of our time are Elon Musk and Jensen Huang. Elon Musk runs six companies, so he's got a lot of direct reports and goes deep in each of them. And then Jensen Huang has, I don't know, 20, 30, or 40 direct reports—he basically has a million direct reports as well. And that actually allows them to be closer to decisions and make sure things don't go off the rails and their vision gets manifested. So that's what I'm kind of wondering—whether minimalism means you're going to, maybe the flip side is you have to accept less growth, or maybe not.  So I’ve met with a lot of entrepreneurs in my life. Not one of them has been Elon Musk. So I would say we’re looking at the median of entrepreneurs, the average entrepreneur. Those are the people I deal with. I’m not dealing with Elon Musk. I would love to, but I don’t have those types. I have the family-owned business who took it over from their dad and they’ve been running it for 50 years, and he has 250 employees, and he’s got pure chaos, and I’m getting the call to go in and try to sort him out. These are not always the highly sophisticated Steve Jobs types of the world. If you really take a look under the hood with Elon—I read his book and listened to the audiobook with my kids, so I'm very familiar with his story, because I've heard it twice now—what they don't really mention is all the heroes underneath Elon. He wouldn't be who he is without all the many heroes, all the systems, and the Six Sigma and other processes and procedures. That's not to say he doesn't take a deep analytical look at everything, but who are those heroes and what are the processes? I'm far more interested in hearing about his VP of Operations than about Elon. Because what has his VP of Operations worked out? What systems have they implemented that allow him to scale and build a Tesla? Or his COO, like, what do they have going on? Elon's a face. Elon's a madman. He creates all this momentum and chaos, and then he has teams of people behind him who make sense and order out of that chaos. That's why you have what you have with Tesla. If he were just Elon Chaos, without that, I don't believe he would be where he is. But he had people that wanted to get in line. He had a lot of people that wanted to get in line. They believed in his vision. He had huge visions, and it's very inspiring to get behind those visions. Then they say, “Okay, give me the ball. We'll create the infrastructure that allows this thing to take off.” So I'm far more interested in the infrastructure that allows for that scale.  I agree. I'm just thinking whether there is this kind of dichotomy. Because I see that many entrepreneurs—when I was an investment banker—until they sold their business, they were not able to have that simple lifestyle they perhaps desired, because they were building, they were reinvesting. And it wasn't just reinvesting their cash—they were reinvesting their time. So every time they simplified, that was the opportunity cost of not using that time to improve their business. So they plowed it back in, plowed it back in.  Well, it's kind of like the E-Myth is a bit skewed. It's almost like the E-Myth is a myth. E-Myth is a dream—a dream that you can work on your business, step out completely, and everything about it runs itself. It doesn't really work that way. If you're going to be a successful entrepreneur, you're going to have late nights, long weekends, and you're going to feel like every major problem is your own because you're taking all the legal risks. I'm not telling people not to scale. I'm not telling them not to have chaos. What I'm trying to help them do is get clear on what they consider to be important.  And not get killed in the process, and not get divorced.  Statistically, that can happen—the more successful someone gets.  Yeah, it does. Because our time becomes much more valuable, and at some point, it's really hard to say no to the million-dollar hour—to spend that hour watching Netflix with your spouse, right? Exactly. Just feels harder to do.  Exactly.  Yeah.  That was good.  Alright, well, I enjoyed this tremendously. So one more question, one more question that I have to ask you. You talk about this $3 million rule—what do you mean by that? That’s a really interesting concept.  Yeah. So most small businesses get stuck around $3 million, statistically. The question is, why? Why do they get stuck there? A large majority gets stuck and it’s because they create a lifestyle for themself around $3 million. They’re taking enough off the table that they would never be able to find a job that would be able to replace that type of income. So they've made their small business their sole business, their job, and they say, “This is good enough for me,” because let's say half a million dollars, more or less, is going into their bank. They're filling up their 401(k), sending their kids to private school, giving themselves big bonuses. If they're profitable, they don't really see the need to take more risks or double down to go past that wall. I've seen many businesses kind of stay there. They’ll go fluctuate up and down through the years, but more or less they’ll hit that wall. They could stay there for 20 years and never make any progress. It’s not until they put on new thinking and say, we’re going to grow through acquisitions, we’re going to target a different market, new products, we’re going to innovate in some way. But that takes extra gas in the tank. Sometimes, a lot of entrepreneurs, once they hit that first level of success, say, “This is good enough for me,” because it usually takes them about five to seven years to get to that first major breathing point.  They're not hungry enough anymore.  Exactly.  Does someone has to be a little crazy to still want to eat more, even though they're already full?  Yeah. Some people are just wired that way. Some people just more and more, and that's no slight against them. They're never satisfied. They always want more—another dollar, another nickel. If they saw a nickel on the floor, they would stop and pick it up. They want every piece of everything. And those people usually are the ones that go and go and go and go. They’re usually the ones that just keep going because it’s an insatiable appetite. I'm not talking about people who get—well, I don't want to call it lucky—but sometimes things do fall out of the sky. Sometimes a big client falls out of the sky, or an opportunity opens up, and people are smart enough to buy their competitor when the competitor approaches them. Or sometimes they make these little moves, and that gives them a leap. I’m not talking about those people. Those are outliers to me. I’m talking about your average entrepreneur that built a $3 million business on his own with no major clients falling, just hard work, blood, sweat in tears. The average Joe typically gets stuck around that $3 million.  Yeah, that’s interesting. Fascinating. Alright, well, if you don't want to be stuck around $3 million, or if you want to get to the next level, then reach out to Tim and check out what he’s doing. So where can our listeners find you? Where can our listeners find you if they want to learn with you, learn about you, read your Substack, read your books? Where should they go?  Just go to Google or AI and type in Tim “The Inside Man” Martinez. The Inside Man is an acronym for Tim. You'll find my LinkedIn—happy to connect with you, just tell me you heard me on Steve's podcast. You can also check out my blog: it's Tim “The Inside Man” on Substack, or go to www.theinsideman.biz, my website. I'd love to connect with anyone. Well, do check out Tim's Substack—it's awesome. You're going to get more of what you heard on this podcast. And if you enjoy listening, make sure you follow us. Subscribe on YouTube, LinkedIn, Apple Podcasts, or wherever else you get your podcasts, because every week I'm inviting—and luckily more and more people want to come on the show—to have a conversation. So thank you, Tim, for coming, and thank you for listening. Important Links: Tim's LinkedIn Tim's website

In this episode, host Gerald J. Leonard pulls back the curtain on his personal journey into the world of Artificial Intelligence and accelerated learning. What began as a physical constraint, losing the ability to walk before a TEDx talk, became a catalyst for discovering the neuroscience of learning and the superpower of accelerated adaptation. Gerald shares how he applied principles of music, meditation, and transformational learning techniques to not only recover but to thrive, eventually tackling four simultaneous Ivy League courses in AI. From this intense period of study and experimentation, the Jet Prompt Optimizer was born, a custom tool designed to solve the universal problem of communicating effectively with Large Language Models (LLMs). This conversation is a deep dive into how curiosity and systematic learning can lead to innovation. Gerald explores the direct link between mastering new skills, building intelligent systems, and reclaiming personal time and freedom. He reveals how the right tools can transform chaos into calm, automate heavy lifting, and allow us to focus on what makes us uniquely human, creativity and connection.   What We Discuss [00:00] Introduction [02:04] Gerald's superpower & personal story [02:27] Discovery of accelerated learning techniques [03:16] Inspiration for Jet Prompt Optimizer [05:12] Development journey of Jet Prompt Optimizer [06:31] Patents and unique approach [07:24] Benefits for clients and personal life [08:42] Course and community plans [09:53] How to connect with the guest [10:47] Podcast closing & call to action   Notable Quotes [02:16] "I lost the ability to walk six weeks before my TEDx talk, and I was able to recover because I'm a musician as well." – Gerald J. Leonard [04:06] "AI is not broken. We just don't know how to communicate with it clearly." – Gerald J. Leonard [06:05] "I built Six Sigma and evaluation frameworks into the prompts so AI gives you what you actually want." – Gerald J. Leonard [08:23] "The systems are doing the heavy lifting and we can be humans and connect on an emotional level." – Gerald J. Leonard   Resources and Links Productivity Smarts Podcast Website - productivitysmartspodcast.com Gerald J. Leonard Website - geraldjleonard.com Turnberry Premiere website - turnberrypremiere.com Scheduler - vcita.com/v/geraldjleonard   Kiva is a loan, not a donation, allowing you to cycle your money and create a personal impact worldwide. https://www.kiva.org/lender/topmindshelpingtopminds

Brought to you by Diesel David and Main Street Warriors In this episode of Cherokee Business Radio, host Joshua Kornitsky sits down with Anne Kimsey, Founder and CEO of New Path Points, to explore why organizational change often fails—and what leaders can do to make it succeed. Anne shares insights from her career across finance, Six Sigma, consulting, […]

Brought to you by Diesel David and Main Street Warriors In this episode of Cherokee Business Radio, host Joshua Kornitsky sits down with Anne Kimsey, Founder and CEO of New Path Points, to explore why organizational change often fails—and what leaders can do to make it succeed. Anne shares insights from her career across finance, Six Sigma, consulting, […]

HSPI Keynote Spotlight: Inside conversations with Dr. Patterson and Lennox Wildman"In this special HSPI Keynote Spotlight episode of Problem Solved, listeners are invited inside conversations with Dr. Emily Patterson and Lennox Wildman, two leaders shaping the future of healthcare systems improvement. The episode explores how technology, workflows, and people come together to drive safer, more effective care. Through practical insights and real-world examples, these thoughtful conversations highlight how industrial and systems engineering principles are being applied to strengthen healthcare delivery and support the professionals who make it possible. Don't miss the full keynotes talks from these professionals at the HSPI Conference sponsored by Society for Health Systems!Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

Today's highlight is Tracy and Elisabeth's interview with Tony Dottino—author, consultant, and one of the rare people who was actually in the room when modern quality thinking was taking shape. Tony worked alongside legends like W. Edwards Deming, Joseph Juran, and Philip Crosby, helped shape what became the Malcolm Baldrige Award, and influenced early Six Sigma thinking—and he's still at it. We'll discuss what's changed, what hasn't, and what's got him on television now! For Hot Apps, we'll explore a mind-mapping tool that helps teams see problems in new ways. And for Q&A, we'll unpack a deceptively simple question: What is a “shield,” and how can it help change agents actually change things? 0:00 - Intro 01:26 - What's on the Menu? 02:36 - Hot Apps MURAL Mind Mapping example 12:16 - Q&A What is a “shield,” and how can it help change agents actually change things? 23:22 - Featured Guest Tony Dottino 57:45 - Featured Resources UCSD Green Belt Program  NEW Second Edition: The Problem-Solver's Toolkit: A Surprisingly Simple Guide to Your Lean Six Sigma Journey NEW on Audible: Picture Yourself a Leader 5S Baby!, Ms. Fix-a-Lot's latest Lean Rap Video Thanks for Listening! Listen to more podcasts at JITCafe.com. Link to the video version of this podcast: https://youtu.be/x5nzI1EBnlY Apple Podcasts Podbean Spotify RSS Feed: https://feed.podbean.com/JITCafe/feed.xml

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari, where we explore the strategies and tools helping manufacturing businesses achieve operational excellence. Today, we're diving into the world of ERP, supply chain management, and AI, and how modern systems empower manufacturers to operate with greater precision and efficiency.Our guest, Robert Jolliffe, President and CEO of Sabre Limited, brings over thirty years of experience advising more than two hundred SMB manufacturers across North America. With deep expertise in engineering, IT, LEAN, Six Sigma, and ERP implementation, Robert leads Sabre Limited, a Microsoft Gold Partner recognized for its fixed fee, manufacturing-first approach to Microsoft Dynamics 365 Business Central.Key HighlightsA Multi-Disciplinary Career: Robert shares how engineering, IT, and LEAN shaped his unique approach to ERP for manufacturers. Aligning LEAN and ERP: Why integrating LEAN techniques with ERP systems drives stronger performance. AI in Manufacturing: How AI is transforming supply chain planning and operational efficiency for SMEs. Business Central Adoption: Why SMB manufacturers are rapidly moving to Microsoft Dynamics 365 Business Central. Leadership & Future Vision: Robert reflects on three decades of innovation and Sabre's long-term mission in manufacturing IT.Special Thanks to Our Partners:UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/ADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Elections are one of the most complex systems we rely on. They're decentralized, human-driven, time-critical, and under constant scrutiny. And while hundreds of decisions are made under the surface, most of us only see the final result.In this episode of Problem Solved, IISE's Keith Albertson sits down with Dr. Natalie Scala of Towson University to explore the systems behind the ballot and how industrial and systems engineers are strengthening elections.From polling places to poll worker support, supply chains and trust in outcomes, Dr. Scala explains how classic ISE tools are being applied to one of the most consequential systems in society all while remaining nonpartisan.This conversation goes beyond politics and into process, people, and design.https://www.drnataliescala.com/Natalie M. Scala, Ph.D., is a professor and professor and cyber fellow in the College of Business and Economics at Towson University and co-director of the Empowering Secure Elections research lab. She is a faculty affiliate at the University of Maryland Applied Research Lab for Intelligence and Security, and has shared her expertise, research and work regarding elections security in conference presentations, articles for ISE Magazine and a Season 1 episode of Problem Solved in 2020.Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

This episode is from an article I wrote a few months ago in response to questions about Six Sigma certification and the impact on your salary and promotions.In summary, a Six Sigma Green Belt or Black Belt certification can lead to:Higher average salariesFaster raises and promotionsBroader career opportunities like leadership and consultingImproved problem solving skills that deliver real business valueTo learn more about Six Sigma Green Belt and Black Belt certification, go to https://greenbeltcertification.com/lean-six-sigma-green-and-black-certification-programs/https://greenbeltcertification.com/lean-six-sigma-green-and-black-certification-programs/The full article can be found at: https://greenbeltcertification.com/does-a-six-sigma-green-belt-or-black-belt-certification-increase-my-salary/Learn more about BPILean Six Sigma Ecosystem is now live! Visit ⁠⁠⁠⁠⁠https://www.leansixsigmaecosystem.com/⁠⁠⁠⁠⁠ to access free courses and templates, or upgrade for premium content and coaching programsVisit https://www.biz-pi.com to learn more about me and my consulting firm

In this episode of Clocking In: Voices of NC Manufacturing, host Dr. Phil Mintz sits down with Tommy Ausheman, co-founder and president of Outrider USA. Based in Mars Hill, North Carolina, Outrider USA is a premier manufacturer of adaptive electric all-terrain vehicles designed to restore independence, adventure, and access to the "great outdoors" for individuals with mobility impairments. Tommy's journey began at Appalachian State University, where his passion for mountain biking and rock climbing collided with his studies in Appropriate Technology. This discipline—focused on creating functional, repairable, and sustainable solutions without over-engineering—became the foundation of his design philosophy. The company refers to itself as "Wing Builders," a title inspired by a moment of soul-searching and the myth of Icarus. Tommy explains that for many customers—particularly those with spinal cord injuries or veterans—an accident can feel like being stuck in a "dark place." Outrider machines act as "wings," providing the means to rise out of that space and rediscover freedom. Listeners also get an inside look at Outrider's manufacturing journey, from its humble beginnings in a small Fletcher workshop to its current 10,000-square-foot facility in a historic manufacturing building in Mars Hill. Tommy discusses the challenges and realities of American manufacturing, including supply chain complexity, scaling production, and the decision to sell direct-to-consumer to keep manufacturing in the U.S. This inspiring conversation showcases how North Carolina manufacturers like Outrider USA combine engineering ingenuity, purpose-driven leadership, and local manufacturing to create life-changing products—and why NC manufacturing remains a powerful force for impact. LINKS NCMEP | IES | Outrider USA ABOUT The North Carolina Manufacturing Extension Partnership (NCMEP) NCMEP is the official state representative of the Hollings Manufacturing Extension Partnership (MEP), a program of the U.S. Department of Commerce's National Institute of Standards and Technology (NIST). The MEP National Network is a unique public-private partnership that delivers comprehensive solutions to manufacturers, fueling growth and advancing U.S. manufacturing. NCMEP is administered by NC State University Industry Extension Services and partners with the Economic Development Partnership of NC, the Polymers Center of Excellence, Manufacturing Solutions Center, Hangar6, University of North Carolina at Charlotte Industrial Solutions Lab, and NC State University Wilson College of Textiles to help manufacturing companies develop and maintain efficient operations that are well-positioned to grow profitably. About NC State University Industry Extension Services (IES) NC State University Industry Extension Services is the extension operation outreach unit of regional managers, technical specialists, and business development leaders, providing business engagement, assessment, and improvement tools. This includes statewide peer networks, ISO 9000 quality management systems, Six Sigma, Lean manufacturing, environmental services, and health and safety solutions. Through combined resources and collaboration efforts, NC State University Industry Extension Services provides services that help manufacturers to: Expand Local and U.S. Supply Chain Vendor Relationships Access Customized Training Programs to Narrow the Workforce Gap Realize the Efficiencies of Smart Manufacturing and Advanced Technology Save Time and Energy through Improved Processes, Productivity and Capacity Expand Facility and Equipment Capabilities Increase Sales and Profits Create and Retain Jobs Streamline New Product Design, Testing, Development and Time to Market Outrider USA Outrider USA is an innovative manufacturer of adaptive electric vehicles based in Mars Hill, North Carolina. The company's mission—captured in the name “Wing Builders”—is about restoring freedom, independence, and adventure to people whose mobility has been limited by injury or illness. Dr. Phil Mintz Dr. Phil Mintz is the Director of NC State Industry Extension Services (IES). Through his leadership, NCMEP supports manufacturers across the state with resources in innovation, process improvement, workforce development, and business growth. Tommy Ausherman Tommy Ausherman is the President and Co-Founder of Outrider USA.

Elections are one of the most complex systems we rely on. They're decentralized, human-driven, time-critical, and under constant scrutiny. And while hundreds of decisions are made under the surface, most of us only see the final result.In this upcoming episode of Problem Solved, IISE's Keith Albertson sits down with Dr. Natalie Scala of Towson University to explore the systems behind the ballot and how industrial and systems engineers are strengthening elections.From polling places to poll worker support, supply chains and trust in outcomes, Dr. Scala explains how classic ISE tools are being applied to one of the most consequential systems in society all while remaining nonpartisan.This conversation goes beyond politics and into process, people, and design.https://www.drnataliescala.com/Natalie M. Scala, Ph.D., is a professor and professor and cyber fellow in the College of Business and Economics at Towson University and co-director of the Empowering Secure Elections research lab. She is a faculty affiliate at the University of Maryland Applied Research Lab for Intelligence and Security, and has shared her expertise, research and work regarding elections security in conference presentations, articles for ISE Magazine and a Season 1 episode of Problem Solved in 2020.Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

Send us a textIn this episode, Paul and Steve talk with Rick Cummins, a DSG for Gensco about all things training, food, and Six Sigma.Thanks for listening! Please visit www.mitsubishicomfort.comContact us at metustechshow@hvac.mea.com

From Classroom to Career: Young Professional Lessons from the First Five YearsThe first five years of your career can feel like a crash course in the real world. One moment you're confident in your coursework, and the next you're navigating ambiguity, imposter syndrome, and expectations no syllabus ever prepared you for.In this episode of Problem Solved, we sit down with three IISE Young Professionals — Helen Siegrist, President of IISE Young Professionals, Jessica Aujla, and Gordon Quach — for an honest, roundtable conversation about what it actually looks like to transition from the classroom to the workforce.Together, they reflect on:The transition and shock of the first year out of schoolFinding your footing and earning trust in years two and threeGrowing confidence, leadership, and career direction in years four and fiveNavigating imposter syndrome, mentorship, and professional identityHow IISE and the Young Professionals community can support growth along the wayThis episode isn't about having all the answers — it's about learning through experience, community, and reflection. Whether you're a student, a recent graduate, or early in your professional journey, this conversation offers perspective, reassurance, and practical insight from those who've been there.

The first five years of your career can feel confusing, unstructured, and overwhelming — even for high-performing industrial and systems engineers.In this trailer for an upcoming episode of Problem Solved, IISE Young Professionals Jess Aujla, Helen Siegrist, and Gordon Quach share candid reflections on what it really feels like to move from the classroom into the workforce — from losing the structure of school, to finding confidence, setting boundaries, and learning how to grow without burning out.If you're early in your career — or mentoring someone who is — this conversation will feel familiar.

Welcome to another episode of the Sustainable Clinical Medicine Podcast! In this episode, Dr. Zhen Chan shares his unique journey from growing up in Miami, Florida to becoming a pediatrician in Washington, DC, and ultimately venturing into the entrepreneurial side of healthcare. Dr. Chan discusses his educational background, including an MD-MBA dual degree, and how it shaped his interests in blending artistic and scientific aspects within the medical field. He delves into his clinical practice in the 'fast track' side of an emergency room and his desire to improve healthcare systems. Dr. Chan also talks about his entrepreneurial endeavors, like founding Grapevine, a community focused on healthcare workforce optimization and reducing burnout among medical professionals. Throughout the conversation, he emphasizes the importance of networking and staying updated with technological advancements to better serve patients and the healthcare community. Here are 3 key takeaways from this episode: 1. The Power of Networking in Healthcare: Dr. Chan emphasizes that building professional relationships and communities—like her Grapevine initiative—is crucial for career growth, combating burnout, and reducing social isolation among healthcare professionals. Networking is not just for business leaders; it's essential for clinicians at all stages. 2. Innovation and Entrepreneurship are Vital for Modern Physicians: Dr. Chan's journey shows that blending clinical practice with entrepreneurial thinking and process improvement (such as Six Sigma and MBA training) can help address systemic issues in healthcare. Physicians can—and should—embrace innovation to improve patient care and the healthcare system. 3. Technology and AI Can Reduce Administrative Burden: The discussion highlights how AI-powered tools (like scribing and coding assistants) are transforming healthcare by reducing administrative workload, allowing doctors to focus more on patient care. Accurate documentation and embracing new technologies are key to improving efficiency and outcomes. Meet Dr. Zhen Chan: Dr. Zhen Chan is a practicing pediatrician at Children's National Medical Center in Washington, DC and Founder/CEO of Grapevyne, a community dedicated to empowering physician autonomy and wellbeing through better networking and understanding about healthcare beyond medicine. He graduated from the University of Miami with his BS in Neuroscience and Criminology, MD, and MBA in Health Management & Policy. After completing his education, he went on to complete his pediatrics residency at New York Presbyterian Hospital-Weill Cornell Medicine, where his work in quality improvement and advocacy projects revealed a career path to impact healthcare at scale beyond the exam room. In addition to his clinical practice and his own community, he advises other healthcare startups as well focused on improving healthcare access. Connect with Dr. Zhen Chan:

Send us a text,What if simulation felt less like a gadget showcase and more like a mission built around patient safety? We sit down with EMS CEO Lou Faustini to explore how engineered learning environments, clear data, and a people-first culture can transform clinical training from first exposure to real practice. Lou's journey—from systems integration and Six Sigma to the helm of a simulation company—shapes a pragmatic approach to innovation: empower teams, listen to educators, and ship improvements that reduce friction in busy centers.We dig into what EMS actually builds: integrated software and hardware that turn sim centers into reliable, high-impact training spaces. Lou connects the dots between flight simulators and clinical readiness, reminding us that safety is the ultimate outcome. Instead of chasing trends, he breaks down how AI can enhance scheduling, assessment, and debriefing by making performance data more usable for faculty and learners. The human remains in charge; AI simply accelerates insight and consistency.The conversation maps the broader learning journey, where AR and VR have earned a real slice of training, and where interoperability matters as much as any single tool. Lou shares why small, practical wins—like lowering power consumption and simplifying interfaces—can deliver outsized value when educators are stretched thin. His growth priorities are refreshingly direct: meet programs where they are, be honest about capabilities, design for scale, and prove impact through data. That clarity fosters trust across institutions, partners, and the wider public safety mission.If you care about simulation that actually changes outcomes, this episode offers a grounded playbook: empower people, harness data, and engineer for reliability. Subscribe, share with a colleague who runs a sim center, and leave a review with your biggest simulation challenge so we can tackle it next.Innovative SimSolutions.Your turnkey solution provider for medical simulation programs, sim centers & faculty design.

In this episode of Sustainable Packaging with Cory Connors, Cory sits down with Mikey Pasciuto to explore SCRAPP's evolution from a recycling app to a comprehensive zero-waste platform. Mikey shares insights on Extended Producer Responsibility (EPR), operational waste costs, and why businesses should design for efficiency rather than just policy. They dive into real-world examples, challenges in recycling infrastructure, and how SCRAPP helps brands navigate complex waste streams and regulations.Key Topics Discussed:SCRAPP's journey: from barcode-scanning recycling app to full-service waste accounting platformThe role of data in predicting and reducing waste generationExtended Producer Responsibility (EPR): what it means for brands and why it mattersOperational costs of waste management and strategies to reduce themReal-world case studies: balancing packaging design, food waste reduction, and EPR feesWhy designing for operations beats designing for policyThe importance of recycled content mandates and eco-modulationChallenges in recycling markets, infrastructure funding, and material economicsStandardization of recycling rules vs. local market realitiesUniversal landfill bans and their impact on creating new recycling marketsResources Mentioned:SCRAPP Zero Waste PlatformOregon Recycling Modernization ActCarton Council recycling grantsToyota Kanban and Six Sigma principles (applied to packaging logistics)Contact:To learn more or connect with Mikey:Website: www.scrappzero.comLinkedIn: Mikey PasciutoClosing Thoughts:Mikey emphasizes that EPR fees should be viewed as part of doing business, not as a barrier to sustainability. By focusing on operational efficiency and informed packaging decisions, companies can reduce costs, minimize waste, and support a circular economy. Cory and Mikey agree: the future of packaging lies in balancing performance, recyclability, and system-wide thinking.Thank you for tuning in to Sustainable Packaging with Cory Connors!https://www.linkedin.com/in/cory-connors/I'm here to help you make your packaging more sustainable! Reach out today and I'll get back to you asap. This podcast is an independent production and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2022.

In this Mission Matters episode, Adam Torres interviews Melissa Faith Hart, Founder & CEO of eBodyGuard, about building a privacy-first “electronic bodyguard” that uses voice activation and high-accuracy location to help deliver critical emergency information to first responders—supporting safer communities and smarter cities. About Melissa Faith Hart Melissa Faith Hart is the Founder and Chief Executive Officer of eBodyGuard®, creator of the eBodyGuard personal safety, evidence, and wellness technology, including the eBodyGuard Safety Card™ and eBodyCam™, available in the App Store and Google Play. These tools are core components of the vendor-agnostic eBodyGuard Smart Discovery Platform, designed to integrate discovery both within and beyond criminal justice IT systems. With more than 20 years of experience working alongside law enforcement and District Attorneys, Melissa helped pioneer the first criminal eDiscovery system in the United States. She spent 17 years in corporate America, primarily at Xerox, and later served on the Pink Tax on Mobility initiative sponsored by New York University. She also collaborates with NREL (National Renewable Energy Laboratory) to improve transit efficiency and passenger safety. Guided by her Six Sigma certifications, Melissa applied rigorous process improvement principles to the criminal justice system, partnering with experts from Xerox PARC to address long-standing inefficiencies. She later served as Executive Director of a program that automated criminal discovery, integrating 363 law enforcement agencies to enable evidence sharing within 72 hours. Melissa believes personal safety is a primal human right and remains committed to transforming systems and technologies to better protect and support communities. About eBodyGuard eBodyGuard is a personal safety technology company on a mission to keep people safe wherever they are™ and to enable Smart, Safe Cities by combining innovative tools with secure data practices. At the heart of its offering is the My eBodyGuard Program™, an integrated ecosystem that includes the My eBodyGuard Appt™, My eBodyGuard Portal™, and My eBodyGuard First Responder Portal™, designed to streamline emergency response, evidence capture, and communication with first responders in real time.  The My eBodyGuard App empowers users with features like direct 911 connection via voice activation or one-tap, GPS location accuracy, and secure audio/video evidence capture, all with strict compliance to FBI CJIS, HIPAA, COPPA, and FERPA data privacy standards.  eBodyGuard works with community stakeholders including law enforcement, 911 centers, city planners, and victim advocates to bridge gaps in emergency communication and public safety, ensuring privacy-protected information helps save lives and strengthen communities.  Watch Full Episode on ⁠Youtube⁠. --- Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Most shop owners think their biggest challenges are parts, staffing, or car count. According to David Boyd, CEO of Call Inbound, the real problems often hide in places you cannot see: dropped calls, unclear expectations, and communication gaps that quietly drain revenue every single day.In this episode of Maximum Octane, Kim Hickey and Jason Patel sit down with David to unpack the communication failures that start at the front counter and ripple through the entire shop. David brings the perspective of a Six Sigma master black belt and a decade of experience working inside independent repair shops, helping owners refine their processes and eliminate the costly friction that arises from miscommunication.They delve into the real reasons customers become frustrated, the expectations advisors often overlook, and why shops lose business even when the phone is ringing. David also explains how modern communication tools, call recording, and smart data integration help advisors stay consistent, protect the customer experience, and earn trust at every touchpoint. If you want fewer dropped balls, fewer comebacks, and fewer disappointed customers, this episode lays out the blueprint.Tune in to episode 132 of Maximum Octane to learn how better communication can transform your shop's efficiency, reputation, and bottom line.Episode Takeaways:3:10 How David's Six Sigma background shaped his approach to communication5:30 The perception gap between what owners think customers want and what they actually expect9:40 Why voice communication is still the backbone of the shop experience11:10 The number one miscommunication that leads to customer frustration14:00 How digital tools give advisors instant context that builds trust17:20 Why every shop needs call recording as a diagnostic tool19:10 How to use recordings for training instead of confrontation24:40 The first 15 seconds of a call determine an entire relationship28:20 What shops must know about data security and vendor trust31:00 How AI reduces review time and improves advisor consistency33:40 Why training only works when you can measure progressConnect with David Boyd:LinkedInCall Inbound websiteFollow Call Inbound on InstagramLet's connect:WebsiteLinkedInFacebookEmail: info@maximumoctane.com Hosted on Acast. See acast.com/privacy for more information.

In "Penske's State of Logistics: Leasing, Tech, and Loss Prevention with Andy Moses", Joe Lynch and Andy Moses, Senior Vice President of Solutions and Sales Strategy for Penske Logistics, discuss the critical findings from the State of Logistics Report, the strategic advantage of integrating leasing and logistics services, and the operational necessity of combating escalating threats like cargo theft and cyber fraud. About Andy Moses Andy Moses is the senior vice president of solutions and sales strategy for Penske Logistics. He leads the organization's engineering solutions team and heads corporate sales strategy, advising Penske's product line leaders on sales and development. He was most recently senior vice president of sales and solutions, and previously held the role of senior vice president of global products. He has a distinguished career in the transportation industry in product and sales leadership roles, including prior experience as vice president of sales at Penske Truck Leasing. A member of the Council of Supply Chain Management Professionals (CSCMP) and a supply chain author, Moses has spoken at industry conferences and guest lectured at top universities. A Master Black Belt in Six Sigma, Moses holds a bachelor's degree in accounting from Brooklyn College and a master's degree from Pennsylvania State University in leadership development. About Penske Logistics Penske Logistics  is a Penske Transportation Solutions company headquartered in Reading, Pennsylvania. The company is a leading provider of innovative supply chain and logistics solutions. Penske offers solutions including dedicated transportation, distribution center management, 4PL and lead logistics, transportation management, freight brokerage, and a comprehensive array of technologies to keep the world moving forward. Visit PenskeLogistics.com to learn more. Key Takeaways: Penske's State of Logistics In "Penske's State of Logistics: Leasing, Tech, and Loss Prevention with Andy Moses", Joe Lynch and Andy Moses, Senior Vice President of Solutions and Sales Strategy for Penske Logistics, discuss how integrated services and proactive technology are building a more secure and agile supply chain. Cyber Security, Cargo Theft, & Freight Fraud: Digital and physical security threats are escalating, making loss prevention a strategic imperative. Logistics providers must invest in robust cyber defenses for operational technology (OT) systems and implement advanced tracking, authentication, and security protocols to mitigate both physical cargo theft and sophisticated freight fraud schemes. The State of the Market (CSCMP/Penske Report): The industry is defined by persistent uncertainty and disruption, requiring a shift from short-term cost-cutting to long-term strategic resilience. The CSCMP/Kearney/Penske State of Logistics Report highlights that while capacity is balancing, geopolitical and economic headwinds, including shifts in trade and the $2.6 trillion U.S. business logistics costs, continue to drive complexity and require agility. Penske's Cross-Over Advantage (Leasing & Logistics): Penske's unique position—providing both truck leasing and logistics services—offers customers a unified and adaptable solution. This cross-over provides superior scale, equipment access, maintenance support, and integrated market intelligence on transportation capacity and emerging market needs. Technology as a Solution Driver: Penske's ClearChain® Technology Suite leverages data, analytics, and AI to provide end-to-end visibility, orchestration, and control. This technology allows companies to move beyond reacting to problems and engage in predictive modeling to proactively address issues before they impact the network. Problems Penske Solves: Penske leverages its engineering and sales strategy to solve critical business problems, including optimizing network design, providing compliant dedicated transportation, offering rapid scalability, and delivering the data-driven transparency required for consumer trust and regulatory adherence. Learn More About Penske's State of Logistics Andy's LinkedIn Penske Logistics CSCMP/Penske State of Logistics Report Penske ClearChain® Technology Suite The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube  

Go behind the scenes of the IISE Innovation Cup, one of the most impactful showcases of industrial and systems engineering innovation. Hear from: • Tom Mazzone – Why the Cup exists • Aniket Ramekar – Gold Award winner • Rishabh Bhandawat – Silver Award winner • Bill Harrington – What judges look forDiscover how teams across industries are solving complex challenges — and what it takes to stand out.Make sure you subscribe to Problem Solved so you never miss an episode!Learn more about the IISE Innovation Cup.Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

In this episode of Clocking In: Voices of NC Manufacturing, host Phil Mintz sits down with Lindsey Crisp, President and CEO of Carver Machine Works—also known as CMW Global—a nearly 50-year-old manufacturing company located just steps from the Pamlico River in Washington, North Carolina. Lindsey shares how Carver Machine Works has evolved from repairing phosphate mining equipment in the 1970s to becoming a trusted supplier for the industrial and naval defense industries. With a background in accounting, Lindsey offers a unique perspective on manufacturing leadership, financial management, and how adaptability has fueled the company's longevity and growth. Listeners will hear insights on Carver's transformation, its commitment to quality certifications, and innovative approaches to workforce development, additive manufacturing, and AI adoption. LINKS NCMEP | IES | Carver Machine Works ABOUT The North Carolina Manufacturing Extension Partnership (NCMEP) NCMEP is the official state representative of the Hollings Manufacturing Extension Partnership (MEP), a program of the U.S. Department of Commerce's National Institute of Standards and Technology (NIST). The MEP National Network is a unique public-private partnership that delivers comprehensive solutions to manufacturers, fueling growth and advancing U.S. manufacturing. NCMEP is administered by NC State University Industry Expansion Solutions and partners with the Economic Development Partnership of NC, the Polymers Center of Excellence, Manufacturing Solutions Center, Hangar6, University of North Carolina at Charlotte Industrial Solutions Lab, and NC State University Wilson College of Textiles to help manufacturing companies develop and maintain efficient operations that are well-positioned to grow profitably. NC State University Industry Expansion Solutions (IES) Through combined resources and collaboration efforts, NC State University Industry Expansion Solutions provides services that help manufacturers to: Expand Local and U.S. Supply Chain Vendor Relationships Access Customized Training Programs to Narrow the Workforce Gap Realize the Efficiencies of Smart Manufacturing and Advanced Technology Save Time and Energy through Improved Processes, Productivity and Capacity Expand Facility and Equipment Capabilities Increase Sales and Profits Create and Retain Jobs Streamline New Product Design, Testing, Development and Time to Market CMW Global CMW Global, formerly known as Carver Machine Works, is a Washington, North Carolina–based, engineering-driven metal fabrication and machine shop that delivers world-class services to aerospace, defense, and industrial manufacturing sectors. Their capabilities span precision machining, custom metal fabrication, mechanical assembly, welding, refurbishment, and reverse engineering. With a strong commitment to quality, CMW Global operates under ISO 9001 and other industry certifications. What sets them apart is their ability to tackle mission-critical, high-value, and complex components while ensuring tight control over process, cost, and schedule. Dr. Phil Mintz Dr. Phil Mintz is the executive director of NC State Industry Expansion Solutions (IES) and director of the North Carolina Manufacturing Extension Partnership (NCMEP). Phil drives outreach to NC manufacturers, builds relationships with federal and state leaders, and coordinates efforts to drive profitable manufacturing growth in the state. He also leads the broader IES Extension Operations outreach unit of regional managers, technical specialists, and business development leaders, providing business engagement, assessment, and improvement tools. This includes statewide peer networks, ISO 9000 quality management systems, Six Sigma, Lean manufacturing, environmental services, and health and safety solutions. Lindsey Crisp Lindsey Crisp is President and CEO of Carver Machine Works (CMW Global). A graduate of East Carolina University with a background in accounting, Lindsey is both a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA). Under his leadership, Carver Machine Works has expanded its capabilities and market reach, becoming a model of resilience, innovation, and community-centered manufacturing.

Gayatri Kalyanaraman is in conversation with Madhavan Jagannathan (Maddy) , Instrument and Control Engineer by training, software technologist by experience, and financial explorer at heart. With over two decades of experience across HCL, Adobe, EMC, Dell, and VMware, Maddy brings together deep tech, systems thinking, and a passion for financial markets. Gayatri introduces Maddy, highlighting 17 years of friendship and his rare mix of humor, humility, and insight across hardware, software, and finance.02:00 – The Physics of Curiosity Maddy recalls his fascination with science, choosing physics for his undergraduate degree, and his early ambition to pursue research at IITs before pragmatically opting for instrumentation at Madras Institute of Technology.05:00 – The Unplanned Leap into Software A “lucky break” leads him into HCL Technologies, where a chance campus interview launches his career in software — landing him in the prestigious Cisco division during the early internet boom.08:00 – Early Memories of the Software World Maddy reflects on working at the intersection of hardware and network management — when internet access was rationed, innovation was exploding, and curiosity was rewarded.10:00 – Settling into the Tech Ecosystem He discusses how he initially longed for the process industry, only to realize that the software world offered greater opportunities, intellectual challenge, and balance — ultimately leading teams early in his career.13:00 – From HCL to Adobe: Finding the Power of Software Maddy shares how joining Adobe in Noida, during its early transition to SaaS, transformed his understanding of software's reach and power. “That one year at Adobe changed my view of what software could do.”16:00 – The EMC and Dell Era: Process Meets Innovation He moves from startups to EMC, where he embraces Six Sigma, process excellence, and later joins Dell, leading teams focused on data center innovation. “Dell was about process discipline and fast engineering — a perfect blend of structure and innovation.”20:00 – Clarifying ‘Process': From Chemistry to Systems Thinking Maddy reflects on how his training in process control and systems modeling shaped his understanding of software and organizational design.23:00 – Discovering Financial Markets His long-standing curiosity about stock markets takes root. From reading stock pages in newspapers to managing his first ESOPs, Maddy begins to explore investing and financial systems deeply. “It started with curiosity — how a single number next to a company name could tell a story.”26:00 – The Birth of a Trader Inspired by his MBA classes and a growing interest in quantitative methods, Maddy takes professional trading courses — blending math, technology, and market behavior. “Trading is where math, technology, and psychology collide.”29:00 – Lessons from the Trading Floor He shares insights from independent trading during COVID, emphasizing discipline, emotional control, and the realization that he's better suited for his own portfolio than managing others' money.32:00 – The Intersection of Tech and Finance Maddy discusses how his tech background enhances his understanding of market microstructures, algorithmic trading, and the growing influence of AI and quantum computing in finance.35:00 – The Philosophy of Continuous Exploration For Maddy, trading and technology are both lifelong explorations. “Markets teach you more than finance — they teach you patience, humility, and the ability to think statistically about your own life.”38:00 – Reflections on Career and Curiosity Gayatri and Maddy reflect on his multi-layered career: from a hardware engineer and software innovator to a financial thinker who continues to connect systems, people, and ideas. Key Themes:Evolving from hardware and instrumentation to deep software systemsThe interplay between process thinking and product innovationLifelong learning and curiosity as a career compassApplying software and systems logic to financial marketsEmotional intelligence and discipline in trading Memorable Quotes:“Trading is where math, technology, and psychology collide.”“That one year at Adobe changed my view of what software could do.”“Markets teach you more than finance — they teach you patience, humility, and the ability to think statistically about your own life.”“I didn't plan my career — I followed my curiosity, and that made all the difference.”https://www.linkedin.com/in/madhavan-jagannathan-559bb51/Madhavan “Maddy” Jagannadhan is a seasoned technologist and financial explorer whose career spans hardware engineering, software system leadership and independent investing. With early roots in instrumentation and network hardware, Maddy went on to lead development teams at industry names like HCL Technologies, Adobe Inc., EMC Corporation and Dell Technologies—designing software-driven systems and complex processes. Today, Maddy blends his systems thinking, curiosity and trading insight into mentoring, personal investing and bridging tech and financial markets. Madhavan has an engineering degree in Instrumentation and Control from MIT (Anna University) and an MBA degree from Great Lakes Institute of Management.

Large language models aren't just improving — they're transforming how we work, learn, and make decisions. In this upcoming episode of Problem Solved, IISE's David Brandt talks with Bucknell University's Dr. Joe Wilck about the true state of LLMs after the first 1,000 days: what's gotten better, what's still broken, and why critical thinking matters more than ever.Thank you to this episode's sponsor, Autodesk FlexSimhttps://www.autodesk.com/https://www.flexsim.com/Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

Stewart Butterfield is the co-founder of Slack and Flickr, two of the most influential products in internet history. After selling Slack to Salesforce in one of tech's biggest acquisitions, he's been focused on family, philanthropy, and creative projects. In this rare podcast appearance, Stewart shares the product frameworks and leadership principles that most contributed to his success. From “utility curves” to “the owner's delusion” to “hyper-realistic work-like activities,” his thoughts on craft, strategy, and leadership apply to anyone building products or leading teams.We discuss:1. Hyper-realistic work-like activities2. The owner's delusion3. Utility curves4. “Don't make me think”5. “We don't sell saddles here”6. Tilting your umbrella7. When to pivot—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsMetronome—Monetization infrastructure for modern software companiesLovable—Build apps by simply chatting with AI—Transcript: https://www.lennysnewsletter.com/p/slack-founder-stewart-butterfield—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/178320649/my-biggest-takeaways-from-this-conversation—Where to find Stewart Butterfield:• X: https://x.com/stewart• LinkedIn: https://www.linkedin.com/in/butterfield—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Stewart Butterfield(04:58) Stewart's current life and reflections(06:44) Understanding utility curves(10:13) The concept of divine discontent(15:11) The importance of taste in product design(19:03) Tilting your umbrella(28:32) Balancing friction and comprehension(45:07) The value of constant dissatisfaction(47:06) Embracing continuous improvement(50:03) The complexity of making things work(54:27) Parkinson's law and organizational growth(01:03:17) Hyper-realistic work-like activities(01:13:23) Advice on when to pivot(01:18:36) The importance of generosity in leadership(01:26:34) The owner's delusion—Referenced:• Slack: https://slack.com• Flickr: https://www.flickr.com• Cal Henderson on LinkedIn: https://www.linkedin.com/in/iamcal• Blok: https://blok.so• Brandon Velestuk on LinkedIn: https://www.linkedin.com/in/brandon-velestuk-6018721b• Magic Link: https://en.wikipedia.org/wiki/Magic_Link• Ticketmaster: https://www.ticketmaster.com• John Collison on X: https://x.com/collision• Patrick Collison on X: https://x.com/patrickc• Sundar Pichai on LinkedIn: https://www.linkedin.com/in/sundarpichai• Three Questions with Slack's CEO: https://www.technologyreview.com/2014/11/21/170330/three-questions-with-slacks-ceo• Six Sigma: https://www.6sigma.us• What is kaizen and how does Toyota use it?: https://mag.toyota.co.uk/kaizen-toyota-production-system• John Collison's post on X about passion projects: https://x.com/collision/status/1529452415346302976• Parkinson's law: https://www.economist.com/news/1955/11/19/parkinsons-law• We Don't Sell Saddles Here: https://medium.com/@stewart/we-dont-sell-saddles-here-4c59524d650d• Glitch: https://en.wikipedia.org/wiki/Glitch_(video_game)• IRC: https://en.wikipedia.org/wiki/IRC• This will make you a better decision-maker | Annie Duke (author of “Thinking in Bets” and “Quit,” former pro poker player): https://www.lennysnewsletter.com/p/making-better-decisions-annie-duke• The woman behind Canva shares how she built a $42B company from nothing | Melanie Perkins: https://www.lennysnewsletter.com/p/the-making-of-canva• Prisoner's dilemma: https://en.wikipedia.org/wiki/Prisoner%27s_dilemma• Stewart Little: https://en.wikipedia.org/wiki/Stuart_Little• Dharma and Greg: https://en.wikipedia.org/wiki/Dharma_%26_Greg• Stewart's post on X referencing “the owner's delusion”: https://x.com/stewart/status/1223286626991796224—Recommended books:• Principles: Life and Work: https://www.amazon.com/Principles-Life-Work-Ray-Dalio/dp/1501124021• Why Nothing Works: Who Killed Progress―and How to Bring It Back: https://www.amazon.com/Why-Nothing-Works-Killed-Progress_and/dp/154170021X• Positioning: The Battle for Your Mind: https://www.amazon.com/Positioning-Battle-Your-Al-Ries/dp/0071373586• Quit: The Power of Knowing When to Walk Away: https://www.amazon.com/Quit-Power-Knowing-When-Walk/dp/0593422996—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

How Process Thinking Will Supercharge Your Military to Business Transition On this episode of the Cameron-Brooks Podcast, Senior Vice President Joel Junker sits down with Phil Ranck, founder of Lean Alaska and a retired Army CW4 logistician. Phil shares how Lean Six Sigma helped him shift from “fix the person” to “fix the process. Additionally, he shares why that mindset is critical for junior military officers (JMOs) moving into business leadership roles. More specifically, if you're preparing for interviews or your first role post-military, this conversation is packed with practical takeaways you can apply immediately. In short, developing your process thinking will supercharge your military to business transition. From Warrant Officer to Process Leader Phil joined the Army intending to serve two years—and stayed for 24. Along the way, Lean Six Sigma gave him a language and framework to communicate with commanders, diagnose issues, and drive change. His big lesson: most failures aren't individual—they're process problems. That perspective reshaped his leadership and later inspired Lean Alaska, where he now trains and consults across industry. Additionally, in his role, he translates “military speak” to the terms hiring managers understand. Why Lean & Six Sigma Belong in Your Toolkit Whether you're headed to operations, manufacturing, sales, or project management, Phil argues that a baseline in Lean and Six Sigma helps you see—and explain—value. He breaks it down with DMAIC (Define, Measure, Analyze, Improve, Control). More specifically, he talks about resisting the urge to jump straight to solutions; measuring the baseline; finding root causes; then improving and controlling so changes stick. You've likely been doing parts of this already. Certifications and vocabulary simply give you the framework to tell your story in interviews and in your first 90 days. Reading, Certifications, Funding, and Flexible Learning At a minimum if you are a JMO considering a transition, you will want to familiarize yourself with business concepts like Lean, Six Sigma, Project Management and Change Management. You watch YouTube Vidoes, take classes on Coursera, and read books such as What is Lean Six Sigma, Fundamentals of Project Management, Leading Change and The Goal. If you have time and the financial resources, you can earn certifications. There are numerous organizations and universities that offer official learning at a reasonable cost, or investment. A certification does not ensure transition success, though it does indicate mastery of a subject. A few Cameron-Brooks Alumni have earned certifications through Lean Alaska. Phil emphasizes no out-of-pocket when possible—leveraging Army Credentialing Assistance, Post-9/11 GI Bill, and other pathways. The program also helps you build a portfolio you can bring to interviews to prove real impact. He also partners with bodies like ASQ, PMI, and ACMP, and delivers virtual, recorded, repeatable training focused on doing, not just testing. ConclusionIf you want a practical roadmap to translate your military experience into business results—and speak the language of industry—don't miss this episode. Hear Phil's stories, learn the tools, and discover funding paths that make upskilling attainable. Listen now and turn your transition into a process you can lead. The Cameron-Brooks Mission At Cameron-Brooks, we guide officers through the transition and accompany them along the journey to de-risk the transition and help them reach their goals. We help JMOs transition into leadership developmental roles where they can apply their talents and lead teams and organizations that flourish. If you want to talk more about your options, don't hesitate to reach out. Your transition partner, Joel Junker | jjunker@cameron-brooks.com Want to learn more? Request your free 1-on-1 coaching session: Personal Marketability Assessment | Cameron-Brooks.

The first step to transformation is to stop doing what no longer works." – Marcia Daszko On this episode of On the Brink with Andi Simon, I sat down with Marcia Daszko, a visionary leadership consultant and author of Pivot, Disrupt, Transform: How Leaders Beat the Odds and Survive. Marcia's journey—from being "excruciatingly shy" to mentoring leaders at Apple, Boeing, and the U.S. Navy—reveals a rare combination of courage, curiosity, and clarity. Her lessons, rooted in the teachings of Dr. W. Edwards Deming, challenge leaders to abandon outdated management practices and embrace a deeper, systems-based way of thinking. From Management Fads to Meaningful Leadership Marcia began her career in marketing before being mentored by Dr. Perry Gluckman, a close associate of Dr. Deming, who revolutionized management thinking through systems theory and continuous improvement. What she learned was not just what to do, but how to think. Too often, organizations chase the latest management fad—Six Sigma, Lean, "best practices"—without understanding the systems that create real success. Marcia calls these "tragedies" because they add complexity without meaning. She estimates that 50 to 80 percent of organizational waste comes from such misguided efforts. Her process begins with a bold question: "What do we need to stop doing?" Once leaders remove what's not working, they can open the flow of communication, creativity, and collaboration—what Marcia calls the "system of profound knowledge." When systems make sense, people thrive. Watch the podcast here: Learning to See Differently Like many of my guests, Marcia helps organizations "see, feel, and think" in new ways. She starts by asking questions that uncover hidden assumptions and systemic barriers. Employees usually know what's wrong, she says, but no one listens. When she leads workshops, she doesn't rely on PowerPoint slides. Instead, she creates experiences—conversations, simulations, and reflections—that shift perspectives. "I don't get resistance," she explains, "because the exercises take care of that." It's an anthropologist's insight wrapped in a strategist's toolkit: people don't change because they're told to—they change because they experience a new way of being together. The Strategic Compass for an Uncertain Future In today's world of disruption, Marcia argues that leaders don't need a roadmap—they need a compass. The future can't be predicted; it must be navigated through exploration, experimentation, and learning. Her Strategic Compass helps executives pivot as they encounter new "rivers and mountains" in their business landscape. Leadership, she reminds us, is not about control but curiosity. The most powerful organizations foster environments where everyone can learn, question, and contribute. Her three "legs of the stool" are: Innovation as a business strategy Continuous improvement as a business strategy Quality as a business strategy Sadly, she says, quality and customer service—once foundational to success—have too often been forgotten. Building a Culture of Trust and Curiosity Both Marcia and I share a passion for culture change. She emphasizes that great leaders reduce fear and build trust. When people feel safe, they can be curious and collaborative. It's not enough to post company values on a wall; leaders must define the behaviors that bring those values to life. Her workshops often transform even the most rigid workplaces. In one session, an employee of 15 years said it was the first time he had felt truly appreciated and engaged. That's the power of inclusion, curiosity, and respect in action. Leading in the Age of AI As we discussed the rise of artificial intelligence, Marcia was unequivocal: "If you're afraid of AI, you'll be left behind." She sees AI not as a threat but as a tool for learning and transformation. The challenge, she warns, is to build guardrails—policies and ethics that guide its use responsibly. In an age when consulting firms can generate proposals in minutes, leaders must rethink how people create value. The winners will be those who empower their teams to use new tools, think critically, and continuously learn. Key Takeaways Stop before you start. Identify and eliminate wasteful management practices that add complexity without results. Think in systems. Every part of your organization is interconnected. Problems are rarely isolated. Create flow. Open channels for communication, creativity, and collaboration. Replace fear with trust. People thrive when they feel safe to contribute. Stay curious. Learning is not a phase—it's a way of life. Use AI wisely. Embrace new tools, but balance innovation with ethical governance. What You Can Do Next Run a "Stop Doing" audit. Gather your team and list processes or habits that no longer serve your mission. Eliminate one per quarter. Host a curiosity circle. Ask open-ended questions like, "What assumptions are we making?" or "What would our customers say if they were in this room?" Map your system. Visualize how information, decisions, and accountability flow. Look for bottlenecks or blind spots. Pair technology with humanity. Use AI or analytics to inform—not replace—human judgment. Model the behavior you want to see. As Marcia says, leadership begins when everyone sees themselves as a leader. Marcia Daszko's work reminds us that transformation is not about new tools—it's about new thinking. If you're ready to pivot from managing the past to creating the future, this episode will show you how. To learn more about Marcia: https://www.linkedin.com/in/marciadaszko/ Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Learn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow.  Let's Talk!

Process, People, and Purpose: Operations the Chick-fil-A WayBehind every lightning-fast drive-thru order at Chick-fil-A is a carefully designed system supported by real people who care — and continuous improvement that never stops. In this episode of Problem Solved, Elizabeth Grimes talks with Sam Hartman, multi-location Owner/Operator, and Matt Riley, VP of Enterprise Solutions, to uncover how Chick-fil-A balances efficiency with genuine hospitality. They discuss:Why the right people + thoughtful training matter more than any processHow simple operational tweaks — even moving the cups — can save seconds that scale to hoursWhy “my pleasure” is more than a catchphrase — it's a cultural mindsetHow Chick-fil-A uses data, observation, and feedback loops to refine systems every dayWhat leaders can learn about feedback culture, hands-on leadership, and developing talentThis conversation reveals what truly drives Chick-fil-A's reputation: not just speed, but purpose, consistency, and care.Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused on investing in the future of mission critical digital infrastructure. Launching and growing a private equity firm is not easy. I enjoyed sitting down with Chester to discuss how his experience going from ‘big four' accounting to industrial to private equity gave him a sense on how to navigate large and small firms from an operational perspective.     We discuss a wide range of topics from using Six Sigma for operational improvement, when to bring in the HR function, standing up affiliates to provide operational leverage, and how the cadence and requirements of portfolio company data has changed over time.   Learn More Follow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠)

This month The Management Brief will explore prominent lean theories that have been guiding organizations in their lean transformations. This week, Josh Howell, LEI President, and Mark Reich, LEI Chief Engineer Strategy, are joined by Dr. Steven Spear, renown lean expert and senior lecturer at MIT.   Steven is co-author of Wiring the Winning Organization: Liberating our Collective Greatness through Slowification, Simplification, and Amplification,1 which examines how some companies over the last 150 years have led markets by solving their most important problems better, faster, and easier than the competition. The trio discuss Steven's work and his 30-plus years of lean learnings.  Steven recalls his start at the Toyota Production System Support Center (TSSC), when Mark was one of his mentors and sensei along with the Hajime Obha. He was thrust into all things lean and trying to grasp the Toyota Production System (TPS), without much clear instruction of principles and tools, instead just guidance to go and see and find things that were broken. “What I realized was going on is that they were teaching me to look for broken things, and the reason why they weren't telling me how is they wanted to first see what was broken in my approach,” says Steven. “So there was this layer of see a problem, solve a problem. That becomes sort of a mantra in my work about how we organize our behavior, how we architect our processes, how we architect our processes so that we can immediately see where we're wrong and use that as an immediate trigger to swarm onto the situation, figure out why it's wrong, and how to make it right.”  Steven grasped that TPS is a system built around the ability to see problems and respond to them quickly. “It's a simple thing to say, but the hard work is to keep pushing and pushing and pushing so you can see problems in greater detail, with greater accuracy, at smaller scale, sooner before they have a chance to become big problems. And everything else I think I've done since that moment ... has been elaboration on those points.”  The trio go on to discuss:  Steven's immersion in Toyota led to the groundbreaking article, “Decoding the DNA of the Toyota Production System,”2 which puts forward rules for how to design systems that establish standards, capture understanding, enable individuals to see when things go wrong, and then fix the problems they find.   High-Velocity Edge,3 Steven's first book, was built on the insights that the way for companies to compete is on solving increasingly more problems at greater depth and breadth and faster (velocity). He eventually wrote Wiring the Winning Organization, which states more explicitly that “winner's win because they're just much better at seeing and solving problems than anybody else.”  Steven describes three layers behind the slowification, simplification, and amplification framework: 1) compete on ability to see and solve problems, 2) understand the instrumentation and ingenuity through which individuals work, and 3) architect the social circuitry in all processes, procedures, and routines by which the work of individuals is integrated into collective action toward common purpose.  A problem-solving danger zone for companies is when iteration and experimentation are inhibited. To get into a winning zone requires slowification (committed time and space to solve problems), simplification (simplify problems at the operating level rather than moving them up and down silos), and amplification (see problems earlier and more often when they are small).  Leaders need to liberate people's ingenuity rather than maximize efficiency, according to Steven. “There's too much in society where leaders think their job is to somehow collect data, do analysis, and then tell other people what to do.” While a fan of AI, Steven fears that leaders who are predisposed to data collection, analytics, and command and control management will turn AI into “an unholy devil for the rest of us” and dismiss creativity, dismiss ingenuity, and commitment to mission.  Steven and his co-author Gene Kim have tried to harmonize problem-solving ideas across different communities of thought. “We've all had the experience where someone says, ‘This must be a lean problem vs. a Six Sigma problem vs. a DevOps problem vs. an agile problem.' Folks, it's a people problem. That's it. It's people who are in a relationship and either relationships aren't working because they can't see problems, they can't solve problems, or they can't systematize what they learned. And so we thought we were doing some kind of service here to simplify the language so people could speak and collaborate across domains.” Optimism about organizations' abilities to transform: “Outside in a personal life, [people are] striving so hard to be valued by others. This is not in sort of any kind narcissistic, weak way. It's just this is what people try to do. This gets back to like our creative origins in that we want to do things useful and valuable to others. And then we bring them into the workplace, and we tell them none of that: we're going to be demeaning of you, of your potential, your opportunity, your chance for appreciation. So all we're saying is, what we've naturally been created or evolved to do, just extend that into the workplace. Mark, that's my source of optimism because when you start having conversations with people that way and get them to talk about all the joy they have as coach of this, as head of that, as volunteer here, it's like, don't leave that at the door. Bring it in. And people, when you say, ‘Oh, that's what you want me to do, yeah,' they're happy to do that.” 

In this episode of Clocking In: Voices of NC Manufacturing, host Phil Mintz sits down with Dr. Jason Alexander, Business Development Manager at Alotech, Inc., a contract manufacturing company based in Goldston, North Carolina. Alotech's journey—from its early roots in remanufacturing to its expansion into machining, engineering, logistics, and product development—reflects both the adaptability and innovation driving North Carolina's manufacturing economy. The company was recognized with the 2019 NCMEP Manufacturing Leadership Award for innovative practices that improved customer profit margins through remanufacturing process improvements. Jason shares his remarkable personal and professional path—from a college basketball standout to a leader in sustainable manufacturing—and discusses how determination, mentorship, and community relationships have shaped his career. LINKS NCMEP | IES | Alotech ABOUT The North Carolina Manufacturing Extension Partnership (NCMEP) NCMEP is the official state representative of the Hollings Manufacturing Extension Partnership (MEP), a program of the U.S. Department of Commerce's National Institute of Standards and Technology (NIST). The MEP National Network is a unique public-private partnership that delivers comprehensive solutions to manufacturers, fueling growth and advancing U.S. manufacturing. NCMEP is administered by NC State University Industry Expansion Solutions and partners with the Economic Development Partnership of NC, the Polymers Center of Excellence, Manufacturing Solutions Center, Hangar6, University of North Carolina at Charlotte Industrial Solutions Lab, and NC State University Wilson College of Textiles to help manufacturing companies develop and maintain efficient operations that are well-positioned to grow profitably. NC State University Industry Expansion Solutions (IES) Through combined resources and collaboration efforts, NC State University Industry Expansion Solutions provides services that help manufacturers to: Expand Local and U.S. Supply Chain Vendor Relationships Access Customized Training Programs to Narrow the Workforce Gap Realize the Efficiencies of Smart Manufacturing and Advanced Technology Save Time and Energy through Improved Processes, Productivity and Capacity Expand Facility and Equipment Capabilities Increase Sales and Profits Create and Retain Jobs Streamline New Product Design, Testing, Development and Time to Market Dr. Phil Mintz Dr. Phil Mintz is the executive director of NC State Industry Expansion Solutions (IES) and director of the North Carolina Manufacturing Extension Partnership (NCMEP). Phil drives outreach to NC manufacturers, builds relationships with federal and state leaders, and coordinates efforts to drive profitable manufacturing growth in the state. He also leads the broader IES Extension Operations outreach unit of regional managers, technical specialists, and business development leaders, providing business engagement, assessment, and improvement tools. This includes statewide peer networks, ISO 9000 quality management systems, Six Sigma, Lean manufacturing, environmental services, and health and safety solutions. Dr. Jason Alexander Dr. Jason Alexander is the Business Development Manager for Allotech, Inc., where he leads efforts to match the company's broad manufacturing capabilities to customer needs. A former college athlete and educator, Jason's unique background spans entrepreneurship, humanitarian service, and leadership—earning him the President's Lifetime Achievement Award for Volunteerism in 2022.

Send us a textIn this episode of The Wealth Vibe Show, host Vinki Loomba sits down with Bill Kanatas and Ben Salzberg, two industry powerhouses in self-storage development. Bill, co-founder and CEO of Storage Developers, has partnered with major players like Public Storage and Extra Space, while Ben brings over 25 years of operational excellence and a Six Sigma Black Belt to the table. Together, they share how self-storage has become a hidden gem for long-term wealth-building, even in tough economic times.How It Works:Self-Storage Resilience: Bill explains why self-storage is one of the most resilient asset classes in real estate, thriving during both good and bad economic times, thanks to its ever-present demand driven by the "4 D's" (death, divorce, downsizing, and relocation).Operational Efficiency: Ben emphasizes the importance of efficiency and process management in the self-storage business, leveraging his Six Sigma training to reduce waste, optimize time, and increase profitability.Automation and Technology: The guys dive into how technology is transforming the self-storage industry, from virtual tours to automated access, making the customer experience smoother and the operation more hands-off for owners.Partnerships & Joint Ventures: They also highlight the value of partnerships and joint ventures in the self-storage space, and how they work with landowners to co-develop successful storage facilities.Episode Timestamps:00:00 - 01:05: Introduction01:05 - 03:00: The Resilience of Self-Storage in Any Market03:00 - 06:00: Bill and Ben's Backgrounds and the Six Sigma Approach06:00 - 09:00: The Benefits of Lean Operations and Staying Efficient09:00 - 13:00: The Role of Technology in Self-Storage13:00 - 16:00: How Self-Storage Fares Against Multifamily and Other Asset Classes16:00 - 20:00: Key Factors to Look for in a Self-Storage Investment20:00 - 23:00: Market Trends and Future of Self-Storage23:00 - 26:00: Exploring Exit Strategies for Investors in Self-Storage26:00 - 30:00: Rapid Fire Round: Insights on Self-Storage Investing30:00 - 35:00: Closing Thoughts on the Future of Self-Storage

Morgan started his career as a fitter turner and raised up through the rank to officer in theNavy. Morgan has over 30 years' experience in Lean and 25 years in Six Sigma, apragmatic and experienced improvement Leader, delivering over $2.21Bn in hard savings toorganization, improving customer, staff experiences and improved Health and Safety. Thelegacy capabilities of Business Improvement have resulted in over 23 international awards, 3literary awards and chairing 27 international conferences around Business Improvement andTransformation. Morgan has led an organization to be the first bank to a Shingo award andsupported a mining site in Chile to Shingo Prize. He is also a Chartered Engineer, CertifiedMaster Black Belt, Lean Master, and Executive Coach. Morgan has leadership experience inmarine, manufacturing, government, military, mining, utilities, telecommunications, oil andgas, banking, and supply chain.Regarded as a thought leader in behavioural transformation and a highly regarded coachwith challenging the status quo and developing new thinking.Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3CME credit is available for up to 3 years after the stated release dateContact CEOD@bmhcc.org if you have any questions about claiming credit.

In this episode of The Daily Windup, we explore why project management skills—not just certifications—can make or break your success in business and government contracting. From PMP to Agile to Lean Six Sigma, today's guest explains how learning the language of project management changes the way veterans and small businesses enter the civilian market, build credibility, and drive profitability. Why PMP certification creates instant credibility for veterans and small businesses How Lean and Six Sigma directly improve customer satisfaction and profitability The belt system explained—white, yellow, green, black, and master black belt, karate style Learn more: https://govcongiants.org/ 

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you still thinking of AI as just “ChatGPT with a better prompt”? Or maybe you've played around with Zapier automations and thought, yeah, that's good enough. Today's featured guest knows that the agencies pulling ahead right now are building full-on AI agent networks that replace routine tasks, streamline data pipelines, and give their teams superpowers. She's re-engineering her agency around AI and will talk about where she finds top-tier talent and why you don't need to code to lead your agency into the future. Jennifer Bagley is the CEO and founder of CI Web Group, a fully virtual digital marketing agency registered in 22 U.S. states with clients across the United States and Canada. A former corporate operator turned entrepreneur, Jennifer started in real estate and mortgage brokerage before leaning into the marketing work she built to support those businesses. Today she runs a modern, tech-forward agency that's rebuilt its stack around AI, centralized data, and agentic networks, all while carrying the scars and lessons of scaling, pivoting, and re-founding a business from the ground up. In this episode, we'll discuss: Feeling trapped by the business. Hiring, firing, and the people reset AI, reskilling, and the end of “middle” roles What does this talent cost? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. From Corporate Ladder to Accidental Agency Founder Jennifer came from an operations background, a self-proclaimed black belt in Six Sigma and certified project manager. Having built that corporate background, she had made a promise to herself (“by 30 I'll be an entrepreneur”), and started to build the side hustle that became the main event. She started in real estate and mortgage brokering where she had to learn marketing the hard way; not because she wanted to be a marketer, but because the survival of her businesses depended on it. Initially, Jennifer didn't set out to build a scalable agency; she built a team to support her broker network. When the market collapsed in 2008, the same team that did marketing for agents suddenly had a market outside real estate. That “we'll just help this painter or HVAC company” phase is where the web group was born: small, service-focused, and useful to people in her network. That accidental turn became a business by solving real, pressing problems for paying clients, then leaned into that. Trading Time for Freedom: The Hard Pivot For the first five years, Jennifer describes the business as a “lifestyle” operation, profitable maybe, but trapping her time. She was trading billable hours for income and was reaching her limit when she hired a coach that forced a reckoning: if entrepreneurship isn't buying you time, money, and freedom, what's the point? So she made the brutal choice of cutting consulting contracts and burning the bridge to the “safety” of hourly work, and effectively gave herself a mulligan. This is the classic founder pivot: you have to choose between growth that keeps you doing the work and growth that scales the business without you. Jennifer's reset wasn't pretty, for a while she lost everything and she and her son lived in an office for a while, but it bought her the permission to build something salable, not just sustainable. Agency owners who feel trapped in delivery need to remember that sometimes you have to give up short-term revenue to create long-term value. Feeling Trapped by the Agency and Becoming a CEO Those first five years, Jennifer continued to run a business that started as a supply chain consulting and eventually turned into a sales supply chain consulting. This change meant the business was now a good lead generator for the agency but it also meant Jennifer was essentially selling her image and her time. Until she ran out of time. Once she felt trapped by the business, Jennifer actually hired a business coach that helped her change the model from “selling Jennifer with marketing on the side” to an actual sustainable business. She had to go back to the basics and remember she, like every entrepreneur, started the business with the idea of having more time, money, and freedom. It took losing everything, but Jennifer knew she didn't want a lifestyle business, she wanted a sellable business. The antidote was delegation plus systems. If you want growth and a future exit, you need to own those CEO responsibilities and be comfortable with letting go of the day-to-day. Hiring, Firing, and Resetting the Team Jennifer's talent strategy has evolved with each stage of growth. Her early hires were the classic “friends, family, fools” bootstrap crew; later she invested in developers, content teams, project managers, and over time, more strategic hires like CFOs, chief of staff, BI teams, and AI engineers. Each five-year arc brought a new set of needs and a new level of sophistication in hiring. Now, she divides her time between promoting her agency's work in podcasts and content and thinking of ways to navigate her business in these volatile and exciting times. Her most recent addition to the team was a technology and transformation team that is revisiting all of the agency's processes, investments, and infrastructure. As a result, she has downsized her team from over 300 W2 employees and refocus the team. The takeaway for agency owners: be honest about whether your people are builders or maintainers, and hire accordingly. The workforce you need for growth is not the same as the workforce you need for stable operations. Building AI Agent Networks with Centralized Data Jennifer's agency shifted from WordPress to Webflow and built agentic networks: hundreds of AI agents that crawl competitors, do strategy homework, and automate tasks that humans used to do. More importantly, they rebuilt infrastructure into a hub-and-spoke model with a centralized min.io data layer and ETL pipelines feeding analytics and BI. Two big lessons here. One: invest in your tech stack deliberately so you're not a Frankenstein of five different platforms that don't talk to each other. Two: design your data architecture so your people (and your AI agents) have a single source of truth. That's how you get from fire-fighting in six dashboards to proactive, predictive signals that tell you when a client engagement needs attention. AI, Reskilling, and Shrinking Middle Roles Jennifer draws a hard line: the agency now tends to hire either very seasoned client-facing leaders or AI engineers; the middle is shrinking. With agentic networks giving junior staff “superpowers,” the agency can afford fewer mid-level “lever pullers.” At this level there's no room for slow execution or elementary work. That's a cultural and ethical challenge, both for hiring and for workforce development. For agency owners, this raises practical HR questions: do you reskill your people, or replace them? Jennifer suggests building agent-driven systems that augment humans, and being brutally honest about who can grow into that future. It's also a call to action for how we prepare the next generation: schools won't teach this; companies will need to. Playing with AI Platforms: Why Leaders Need to Just Know Enough to Be Dangerous Jennifer started like a lot of agency owners dipping into AI, playing around on tools like n8n, Make.com, Relevance, and Longchain. Her dev team laughed, calling her an “elementary school kid on a tricycle,” but here's the point: she didn't need to master the tech. She needed to know enough to point her team in the right direction. Instead of obsessing over code, she framed the problem differently: “Here's what I don't want a human doing anymore. Can you make that happen?” That mindset shift is key for agency owners. You don't need to be a full-stack AI engineer to lead an agency into the future; you just need to clearly define outcomes and invest in people who can deliver them. Find Real AI Talent in Unlikely Places This is where most agencies get stuck. You're not going to find your next AI architect on Upwork. Jennifer leaned on her network, starting with her cousin Chris, a hardcore developer who initially thought AI platforms were “rookie business.” Once Chris realized the power of agentic networks to scale his expertise, he became the backbone of CI Web Group's transformation. Now, she hunts talent in unconventional places: hackathons, LinkedIn, and especially YouTube. Forget the flashy “10x growth hack” videos — she looks for nerds with four views, geeking out about orchestrators and ETL pipelines. Those are the builders who care about solving real problems, not just building hype. Her tip: if you find one, reach out immediately. They don't want sales, they just want to build. Designing AI Agents Like an Agency Org Chart Jennifer compares AI agents to a company org chart. You don't hire one person to do everything, that's a recipe for burnout. Same thing with AI. Each agent should tightly focus on a single task, with checks, auditors, and orchestrators overseeing the system. The payoff was massive efficiency gains. Instead of six different platforms that don't talk, her agency built a centralized hub with min.io, ClickHouse, and AI layers on top. That's how you go from patchwork automation to true predictive intelligence. The Real Cost of AI Talent If you're wondering how much this all costs, the answer is… a lot. On the high end, seasoned AI engineers can run you a quarter million in salary. On the low end, Jennifer tests new hires on project-based sprints, maybe $6K for a 10-hour challenge. The point isn't to cut costs; it's to prove quickly who can deliver and who can't. Her recruiting process is brutal but effective: give candidates a project, a tight deadline, and see how they perform. If they stall, they're out. If they screen-share fast and solve problems live, they're in. No fluff, no endless interviews. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

When operations break down, growth stalls — and for most companies, the warning signs creep in long before anyone notices. Tammara Carr, founder of Audacity Management, has seen it all: from Fortune 50 boardrooms to fast-moving SaaS startups. With a Master's in Project Management, top-tier Agile and Six Sigma certifications, and experience leading multimillion-dollar initiatives, she's the go-to expert for turning operational chaos into a well-oiled growth engine. In this episode, she shares: The early red flags that your operations are holding you back The most common scaling mistakes mid-sized companies make — and how to avoid them How to prioritize business shifts without grinding everything to a halt One system or mindset shift that works just as well for scrappy teams as it does for corporate giants If you're a founder, COO, or team leader feeling buried under moving parts, this conversation will show you how to build systems that not only sustain your business, but help it scale with clarity and confidence. Connect with Tammara: www.audacitymgmt.com www.carrandcompass.com/ IG: @carrandcompass www.pinterest.com/carrandcompass/ www.linkedin.com/company/audacity-management/ Audacity Management Initiative Strategizer | Prioritize what will drive the most value and change for your business: https://audacitymgmt.com/value_disruption Audacity Management Operational Health Check | Pinpoint your biggest areas for operational improvement: https://audacitymgmt.com/operational_check Audacity Management Composite Case Study | See proven approaches for tackling business challenges: https://audacitymgmt.com/case_study-293872 Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/quiz⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag me ⁠⁠⁠⁠⁠⁠⁠⁠⁠@missellenyin⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠@cubicletoceo⁠⁠⁠⁠⁠⁠⁠⁠⁠ so we can repost you. Leave a positive review or rating at ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.ratethispodcast.com/cubicletoceo⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Subscribe for new episodes every Monday. Learn more about your ad choices. Visit megaphone.fm/adchoices