📺 Develpreneur YouTube Episode

Video + transcript

Process Before Tools: Scale Without Burnout (Michael Toguchi)

2026-01-13 Youtube

Detailed Notes

In this Building Better Developers interview, Michael Toguchi explains why sustainable growth starts with process before tools. Before you buy another platform or automate another workflow, you need clarity, leadership alignment, and a process your team can actually follow—without burning out.

Key takeaways • Why “tool-first” transformation creates faster chaos • How to move from survival mode to sustainable process • How to get real buy-in and build champions for change • Why culture and clarity matter more than the latest platform

About Michael Toguchi Michael Toguchi is the Chief Strategy Officer at eResources, where he leads strategy for a platform that manages complex workflows like scholarships, grants, admissions, and accessibility services. With 25+ years supporting universities, nonprofits, foundations, and associations through digital transformation, Mike focuses on reducing manual work, scaling operations without burnout, and strengthening compliance so teams can spend more time on mission-driven impact.

🌐 Develpreneur / Building Better Developers: https://develpreneur.com/process-before-tools-mike-toguchi

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#processbeforetools #digitaltransformation #leadership

Transcript Text
Hello.
>> Hey, how's it going?
>> Good. Can you hear me? Okay.
>> Yeah, no problem at all.
>> Perfect. Rob's probably gonna be another
minute. He his uh other calls running
just a little longer. Apologize.
>> No worries.
See, disconnect this.
Sorry, I had to switch machines so I
could get my webcam working.
Gotcha.
>> Where are you located? I'm in Columbus,
Ohio.
>> Oh, nice.
>> We've got uh we all started in the
Northern Virginia DC area, but we've got
offices we're just kind of scattered
now. We got offices in like six states
and we've got people in
more than I can count. So,
>> I'm in Tennessee.
>> Which part? Um
>> uh south of Jackson.
>> Okay. Yeah. in between uh Memphis and
Nashville. My wife retired during COVID
and we decided to get away from big
cities.
>> Yeah. My um
my my one of my product leads, he was in
was in the Memphis suburbs and then they
ended up moving to like the Franklin
area by Nashville. So, but I used to
visit him and think went through Jackson
a little bit. So,
>> nice. Yeah, Franklin's a nice area. Um,
a little pricey, but uh
>> I was just about to say like that's the
it it seems, you know, it's kind of like
the way Northern Virginia was before.
It's like it just it's like this is
nice, but like it's you're really paying
like top of the market for everything.
So,
>> well, we used to live in Nolanville. Um,
>> and it's become Franklin. I mean, the
the real estate I mean, since COVID,
housing uh real estate values have more
than doubled. It it's just crazy. It's
like, how the heck can housing prices go
up 50% in
like three years? It's like that that's
just unsustainable.
>> Yeah. Yeah. It's pretty nuts.
And you I mean, the thing is a lot of
people can't move anyway, right? Like
that's like okay well hey my you know my
x thousand hundreds of thousand house is
now 50% more but my mortgage rate is too
low for me to leave and you know just
not a lot of fun.
>> Yeah. With housing price well I guess
with interest rates staying high it's
caused a pickle all around.
>> Yeah.
I don't want to get too far into what
you do and all that because I want to
save some of that for the podcast. But
um I guess I'll touch on weather since
we're getting or I'm getting sleep right
now. Are you guys getting snow out of
this front?
>> We had ours. Yeah, we had uh my we had
snow on Tuesday. So we had like you know
four to six inches on Tuesday and kids
were off school. So
um but it's it's now just cold and clear
now. So it I guess we sent it all east
and south to you.
>> Nice. Yeah. Here, not only do they shut
down schools, but they shut down the
roads and uh cuz our state is not
designed for snow.
>> Yeah. I I grew up in the Midwest. I was
used to places that, you know, could
take care of it. Uh it was being in the
DC area was a shock to the system where
it's like the beltway was like you had a
dusting threat of a dusting like you
know shut down the entire government. So
Oh god
>> little bit better here little bit better
in Ohio now. So
>> when I first moved to Nashville in 2001
they were like oh yeah it never snows
here.
3 months later, that's when we got the
12 ines of snow that shut down
Nashville. And literally, you couldn't
go from Lebanon to Dixon. I mean, you're
talking like maybe 10 to 20 miles. Took
12 hours.
>> Yikes.
>> I mean, people were abandoning cars on
the interstates on the side. I mean, it
was just havoc for weeks.
Hey, Rob.
>> Howdy. Howdy. Chris Riddle says hi. That
was why I was late because, you know,
he's it always takes a minute for him to
talk and we hadn't caught up in a while.
All right, so
other Michael, uh, nice to meet you.
Sorry I'm late. Running a little, you
know, it's just one of those people.
>> I I know how it goes. We were having a
nice chat. It's all good.
>> So, excellent. So, did he tell you how
it go? How we sort of approach these?
>> He said absolutely nothing of substance.
Great. Okay. So, uh what we do is uh we
do uh we'll do be on for about an hour
or so. Um like I said, we've I think
we're up to about a hundred of these. Uh
nobody has ever bored us that it hasn't
taken the hour plus some. So, just you
know, no pressure.
>> Okay.
>> But there's always a first.
>> That's right. You don't want to be that
first. Uh but no, I'm like, you know
what we'll do is I'll introduce myself.
Michael will introduce himself. I'll
allow you to introduce yourself because
that always works best I found.
>> Um, even though technically somebody
told me the other day, we were talking
about it. It's like supposedly you're
supposed to introduce the the person,
but I don't know. I get a lot more of
their personality letting them know.
>> You got to have your own, you got to
have your own style. It doesn't have to
be, you know,
>> and you're just going to say it, but to
me it's like then it's just me reading
it and it just doesn't have the same
feel. And it's been amazing how often in
the introduction it like spawns
questions and then it's like boop, we're
off and running on on the discussion
from there. Um, when we show this, when
we end up putting this out, it will be
it will be a video we do on YouTube. Oh,
like hi to everybody that's on the bonus
YouTube pre pre-show stuff. Um, we put
it out there and, uh, we have a
two-parter. So, we'll do about a 30
minute, 25, 30 minutes and then a second
part that we're just going to split
this. As far as this conversation, we're
going to flow all the way through. We'll
have Michael will do all the editing
magic in the back end to turn that into
two episodes. Um, it's audio and visual.
So, we've got YouTube. We also have all
the different podcast places that are
out there. Um, and then we're really
going to just sort of dive into
questions here. Um, I I want to go real
quick on the basics of why. Apologies as
I've got to like come back to what we
originally talked about talking about.
Um
>> yeah and and I'm good for like really
any direction like if you want to do you
know leadership and culture and
management if you want to do product
development if you want to do automation
and workflow if you want to do you know
I I can strategy and transformation like
we we do all of that stuff and I'm game
to chat about whatever direction you
want to go with
>> perfect because yeah I think we will go
with I love the I think the thing that
got is that that the your group said
that you help missiondriven
organizations turn messy people
dependent processes into systems that
run smoothly. And we between developer
developers and the entrepreneur side of
our our uh audience, there's a lot of
messy processes and businesses out
there. And I think that's a great way
for us to talk about uh sort of step
into some of those things. And our our
season focuses on like building better
foundations. And I think that's probably
where we're going to go is like is talk
a little bit about how the messy usually
becomes comes from not having a good
foundation. You you start off you're
like, "Okay, I just got to get it done."
And then the next thing you know it's
like you got a big old pile of crap.
You're like, "That's a lot of get it
done that now I got to spend time to get
that done as well." So, you know, it's
it's doing it right the first time. And
and where processes have value even from
like the very start of of businesses.
So,
>> absolutely. Okay.
So, let me All right, I'm going to do
this since everybody's like head is
centered differently. I switch around my
little background.
>> You mean to move? Uh, I can turn a
different way if it's uh
>> No, I'm good. I think I just I don't
want to be like I don't want to be big
guy and I don't want to be little guy.
>> Once where it looked like I truly it
might have been like a sumo wrestler.
Like my head was it was like a my mom
took the picture. It was you know it
looked like it was the just the whole
screen. And I was like, "Well, that's
attractive. I hope hope
>> that doesn't
>> maybe my kids will go find that one and
be like, "Geez, Dad, you know, like have
a salad."
>> Yeah. The only problem I have with that
right now is like uh the new the new uh
Mac OS it like it will mess with the
camera a little bit. It will start
zooming in on me and stuff and I'm like,
"No, like you're there for a reason.
Don't move."
>> So, we'll see how this goes. Uh but we
will dive in and I think already uh
other Michael any questions?
>> No, but for the auto tracking I can tell
you how to adjust that later.
>> Okay, coolness. And we're just going to
dive three dos. Oh no. Well, hello and
welcome back. We are continuing our
season of building better foundations.
This is Building Better Developers, the
developer podcast. I happen to be Rob
Broadhead, one of the founders of said
developing and building better
developers. Also the founder of RB
Consulting where we help you assess your
business and build a technology roadmap
for success. Good thing, bad thing, huge
good thing. I think I've shared a little
bit of our like DIY and house issues and
we finally got the house that we wanted
to get set up and did a lot of little
work on it. uh got it set up and it is
now like on the market and ready for uh
rentals and stuff like that which has
been a long and torturous path. And I am
not the main guy that did most of that.
My wife is the DIYer. I am the doyour
yourselfer somebody else do it as
opposed to me. I am the like go hire
that person. And so she has beared the
brunt of that along with me helping her.
And I put that in quotes because I'm not
much of a helper in that sense. I'm a
little bit more of like the the
2-year-old that's there like helping dig
while dad's got the back, something like
that. Uh the bad thing is is that uh
we're getting towards the end of the
year and it is like it's flown by. It's
like we are already as we're recording
this, we are into December
and uh it feels like I've like skipped a
half a year. It's like there's a ton of
stuff that's gone on but has flown by
very fast. So I have not been able to
enjoy it. uh much like I have not been
able to enjoy often enough Michael
introducing himself. So dive right in
and take over.
>> Hey everyone, my name is Michael Malash.
I'm one of the co-founders building
better developers, also known as
developer. I'm also the founder and
owner of Envision QA where I work with
businesses that are tired of fighting
their software. Uh we build and test
custom solutions that actually fit the
way you work so that you can stop
pulling uh out your hair, putting out
fires and focus on the growth of your
business and you know let the technology
work for you not against you. Uh good
thing bad thing uh good thing as Rob
said we're nearing the end of the year
so uh I'm getting into the festive
Christmas holidays. Uh wife made me sit
down and watch Die Hard one and Die Hard
2 yesterday. So, we've finally got that
off the track. Yes. I I I see you.
>> Did you say made made you or
>> if she had her way, we would watch Die
Hard every single month, every single
day of the year. It's just her movie.
I'm just a little burned out of it.
>> It is a quintessential Christmas though.
Like, you have to watch Elf and you have
to watch Die Hard.
>> That's right.
>> It is. Which is why I told her you
cannot watch it till December 1st now.
like I we can watch it in December and
we can watch it in January because we do
do a week in January of Christmas and
July, but um other than that, I'm
getting back around to watching some of
the new Hallmark uh holidays. Uh my mom
got me into that years ago and I'm a sap
for that. Uh but I also wanted to get
back into some of the traditional
Christmas movies uh like Miracle on 54th
Street, some of the older ones. I
haven't watched those in years. Caught
one yesterday. It's like, man, I
remember these were feelood movie. I
need to go back and watch these. So,
looking forward to that. So, the bad
side is I have not watched any classical
Christmas movies in a long time. So, I'm
going to catch up on them.
>> And as you may have already picked up,
we have a guest today. So, this is going
to be one of those interview sessions.
And I'm going to let uh we will not call
you Michael number two because that just
doesn't seem right. But Michael, go
ahead and introduce yourself.
>> Thanks. Uh Mike Taguchi. I'm the chief
strategy officer at E- Resources. We're
a digital strategy and transformation
company doing everything from uh MSP
work for IT. We do marketing, branding,
websites, and uh on my side, we oversee
a platform called Orchestrate that's uh
for missiondriven organizations. Uh we
do workflow processes uh anything to try
and help automate, save time, let people
actually focus on impactful work. That's
something that we do at higher ed,
nonprofits, associations, uh any kind of
solution in that area. And we also do a
great deal of work with disability
centers and in higher ed as well. And so
I'm really excited to be here and and
chat with you guys and hear a little bit
more about the this holiday movie
situation we've got going on. Um you
know, we would be more on the I would be
my family would be more on the die hard
than the Hallmark side, but my wife
would probably be fine on on both. She
would probably she play both sides of
the aisle.
Yes, I have uh I've spent the last few
years slowly like expanding out and plus
there have been some new movies that
have come in recent years. I would say
Christmas Chronicles 1 and two that came
out of uh Netflix is a a great one. Um
there's a couple others I'm trying to
think of recent years, but I I have like
my my mid-range of like your elf and
stuff like that. The new Grinch, the
full like uh whoever is I uh Pixar,
whoever did I wasn't Pixar, whoever did
that one, it's phenomenal. Uh great
soundtrack to it. But then I got to have
like I got a few of the the old
classics, but definitely Die Hard is
right up there.
>> Um I have like I have like my my downer
ones like Family Stone and some things
like that as well.
>> Family Stone. I have Family Stone as
well. I I I also really like I'm
embarrassed to admit a little, but there
are a couple newer run not newer runchy
ones like um uh The Night Before and uh
Office Christmas Party with Jason
Baitman that we like to watch as kind of
guilty guilty pleasures. But we bought
my father-in-law a Nakatomi Plaza, you
know, shirt because we're in we got the
we we're on team die hard for Christmas.
>> Those are definitely some of the best. U
a recommendation if you have never seen
it's a series. I think there's three
shows of it. Uh is a Brit. It's called
The Worst Christmas of My Life or I
think it's the worst Christmas week of
my life. Uh it is it is very cringey to
watch as far as like like you're the guy
goes through some very tough situations.
You're like, "Oh my gosh, stop. Stop."
Oh no. It's actually going to happen.
But it's a fun one. And I Yeah, you got
to mix it up, but you got to have like
the You got to have the like really good
ones. You got to have like the
tearjerker types like the Jack Frost or
something like that. But then there's
like Yeah, it's like it's nice having
that mix. And then you got to have like
the Charlie Brown Christmas. There's
those like I can I could probably recite
it from like start to finish, but I just
I got to watch that every year.
>> So, I threw out with my wife uh Iron Man
3 since Die Hard is officially a
Christmas movie. Iron Man 3 is
officially a Christmas movie because it
does take place during Christmas.
>> There's there's a lot of that argument,
but I think it's people that are just
trying to like detract from the Die Hard
is truly a Christmas movie. I mean, it's
like
>> I think that's one of those is just it's
it's unquestionable. even though like I
also have a household argument with that
on a regular basis of like no it is
definitely a Christmas movie and she's
like well you can just watch it I don't
really care I would add while while you
were sleeping into that as like the
sappy I think that's a big Christmas
movie too so
>> I I think so I think there's that and uh
love actually is another one of those I
don't know how sappy but it's like yeah
there's some of those that I think have
like a
>> that kind of rolled into um when Harry
met Sally for New Year's for you know
for for because they because they ended
at the you know at the New Year's party.
>> Yeah, that is definitely that's like my
late Christmas one is like after
Christmas I still want to watch a couple
Christmas movie like Harry Met Sally is
definitely right up there on on that
one. So well now this is probably going
to come out I think this comes out after
Christmas. We'll find out. So everybody
will be able to like reminisce a little
bit but we're we're in a jolly jolly
mood which is a good start to so one of
the things that that you mentioned is
like uh is missiondriven organizations
and organizing missiondriven uh
organizations to me is um we talked in
the the pregame the pre-show a little
bit about u you just entrepreneurs and
startups in general I think it becomes
hard there is a mess to fix after you go
through the like you're going nuts,
you're in survival phase, you're just
getting stuff done and then you usually
you're really not defining and and
refining processes during that time.
Your process is just get the thing out
the door and so you have some mess to to
clean up. Um, but I'd also like to I
think that I found that a lot of of
missiondriven nonprofits have a very
similar situation. And it's it's a
little different because I think it's
more um there's a little bit of like
you're driven to the mission. So that's
what you're focused on. It's not really
the building a business behind that
becomes I think part of the problem or
part of the the challenge with that. And
then also that I think there's like
there tends to be some turnover and
things like that that you get as as as
the mission grows and the the
organizations involved. So, I think I'd
like to to start out with like if you're
in that situation, you got a company,
you're like, "Okay, that's you're you're
speaking my my language. I'm in a
situation where we've been we've been
doing business. We've been doing our
mission for a while and it's a mess.
Like, where would you where do I begin?
Where would you start with that?"
>> Yeah, that that's a that's a that's a
tough one and I agree with you. think
the the missiondriven groups, they end
up with a lot of the same challenges
that um a business or an entrepreneur
that's in startup mode. Uh everyone's
going a million miles an hour. Um you're
you know, you're just trying to survive
some days. And so the idea of like SOPs
and you know those kinds of things,
that's not really what you're focused
on. You're focused on on the survival
part of it. Uh, I think if you are a
group that has gone through one of those
sprint periods and, you know, chicken
with your head cut off and you're just
trying to make it and then you have a
second to take a deep breath and realize
you've created a giant mess. You know,
that's sort of the situation we're we're
talking about. Um, you know, one, you
have to kind of start in small
digestible bits, right? Like you're not
going to be able to wave a magic wand
and fix your entire business. You have
to kind of set it up as like there's
people and culture. Um there's you know
what what is the mission again you know
when we say mission I might be talking
nonprofit but you know we we're we run a
business as well so you're talking about
what's the P&L like what are our what
are our goals and things like that and
all of those ultimately like there's a
strategy and what you're trying to
achieve and accomplish and so what we
try and do with our groups whether we're
working corporate nonprofit or whatever
else is make sure leadership is bought
in on some core principles uh that
they're focused and they're not trying
to do too much um that where they have
folks that are championing their ideas
and getting buy in at all the levels so
that the staff understands that they're
being accountable and transparent with
the communication so that people aren't
just like am I just working to get to
make you more money or am I working an
80hour a week just for you know where is
this all going uh so that there is a
vision that's been articulated um and
the you know the last then you start
getting into the actual technology where
you say like please don't make it about
tools like it's not like oh well we can
fix it if we HubSpot or you know
whatever else it might be. It needs to
be like what what are the reasons we're
doing this? Like how are we better
serving our audience or or serving our
customers or whoever the members it
doesn't matter. Every group has got
somebody that they're serving. Like how
are we better accomplishing this? And
then back to you know sort of my my
original piece like one of our main
areas is people that work are there for
a reason. like whether it's to make
money or or it's to again serve a
particular mission like they want to
help a certain kind of people whatever
that might be they want to spend their
time doing that and on the things that
are skillful for them they don't want to
spend their times copying and pasting
from spreadsheets tracking down things
in emails logging into 75 tools during
the day and so you know part part I
think for for groups like ours is
helping folks figure out like it's not
about these you know having more tools
it's about finding ways to find
efficiencies to automate things to get
people and that's how they start
understanding the ROI both from a
leadership level saying like this
investment is good and this thought
process is good because we're going to
be saving people's time and making them
more productive. So from that corporate
standpoint that's what we're really we
would be looking at it in that area like
your efficiency you know this is dollars
that you would be wasting if people are
just like you know again in a
spreadsheet or doing some sort of manual
tasks that aren't helpful.
I think that's that's awesome because
that was actually like one of the
follow-up questions is
a lot of times I think I you talk to
people and they're like, "Oh, like you
know, SOPs and all that kind of stuff.
That sounds like big business thing.
That sounds like something that you
know, we're not there yet. We're you
know, we're a small business or we're
you know, we're we're a little uh you
know, we're we're a little city-based
organization or we're a little nonprofit
or something like that. We can't do
that." Um, but I think it is I think
that's like that's where you go is like
there is an ROI on those things and it
is not you're not just doing it just to
do it that there is there is an
investment on that and so how do you
like take it a step further like how do
you get that buy particularly
you can sell it to the executives or the
the people running the company as far as
like yeah this is like bottom line this
is what's going to happen uh but the
people that are actually have to
that you really have to I think normally
you have to go to to get the information
to like how do I build out an SOP well I
need to know how the you know the
frontline workers are working and
balancing that with them going like okay
are you going to automate me out of a
job or something especially in the world
of AI and stuff like that I think
there's just like regular fear of such
thing
>> well I mean I think the the first piece
that you mentioned is an important point
and I it resonates for me because we
went through it we were a small we were
a small business we were in startup mode
for many years, you know, and we created
a lot of technical debt for ourselves
and a lot of process debt where we were
just, oh well, techn is going this
direction and we were zigging and
zagging and zooming around, you know,
and uh you suddenly find yourself with
like how do I scale this operation? Like
if your or if your leadership is like,
well man, I you know, my family would
really like it if I I was actually at
home or not working at 10 p.m. was like
part of that is you've created this and
you know where everybody has to work
this way. You're singlethreaded through
things. You haven't created good
processes. You haven't found a way to to
onboard people. And so that really rings
true to me that it's important the group
shouldn't think, well that's, you know,
that's for Accenture and Google to do
those sorts of things. Like I don't care
if you're if you're a small mom and pop
or you're two or three person, you know,
kind of small group doing guerrilla
warfare. Like you still, you know, you
still need to have those things in place
if you ever want to escape the cycle
that uh that you're in. So I do think of
it in that area where it's important to
emphasize it doesn't matter the size. in
terms of the you know the second
question you asked I think that's really
one of the most important ones and
that's where it it is a piece where you
think of it sort of in story brand mode
of like who's the hero in the story
right like if you're leadership if
you're if you're the CEO you're seuite
and you're talking to somebody like it's
not about you you've got these workers
that are executing they're in the
tactical day-to-day they're you know
working their behinds off for you and so
but they want to understand again What's
the vision for this? Where is this
going? Like what's the medium longer
term plan? How do I fit into that? Like
if you I have so much stuff on my plate
and you're asking me to, you know, sort
of transform on the fly or change
concurrently. Like how am I supposed to
fit all of that in? And you know, how
what what what assurances are you giving
me that I'm not just going to be like
I'm not creating a process document so
you can fire me and hire someone cheaper
or not replace me. Um and that's where
that I mean again communication like the
vision, articulation, transparency,
accountability, all those things like
they sound buzzy but you bundle them up
like that is good leadership. Like that
is that is how you create a culture. And
like there may be some people that you
have to replace or that don't that don't
come back. But ultimately like those
people you know I like to say you win
with people. That's an old like Woody
Hayes quote is an old football coach.
You win with people meaning like if you
have a bad process you can fix it. If
you have a bad tool, you can replace it.
If you have bad people and they don't
believe in you, you're dead. You're DOA,
right? Like your your business is not
going anywhere. And so that's we really
spend a lot of time trying to work with
leadership to get that buy in because
otherwise they're, you know, they may be
thinking, well, I can add this tool and,
you know, that's sort of the end all be
all of it and maybe I'll save this money
and that's how I'm that's how I'm that's
my success metrics. your staff is not
going to buy into that.
That's your your initiative is not going
to succeed that way.
>> So, so I kind of got a twofold question
on this. Um, so
>> with that,
how would you approach
like new startups or people starting new
missions and getting things going to
essentially set themselves up for
success, not failure. But then flip that
around and and how would you go about h
uh helping those organizations or what
suggestions would you give to those
organizations that are already into this
mess didn't plan ahead of time? How
would they kind of walk their way back
to kind of maybe at the beginning or
somewhere?
How do you reverse engineer the I think
the first the first piece is is good
because I mean you mentioned that you
know road mapping and I think uh you
know strategic planning and things like
that there
>> I mean there's a part of this where take
a company that's in startup mode or take
a nonprofit like here's two two
scenarios that are very similar that are
likely to happen. uh you get a new
client as a startup and your processes
and what you're doing start revolving
around the money you're bringing in as
opposed to you know sticking to what
you're best at and creating a process
you know pushing your process on how you
do business. You let the client kind of
dictate how you're small organ because
when you're small it has such an
outsized undue influence on you know the
people that you're working with and the
same thing happens at nonprofits. Oh, we
got a grant from this foundation. And so
suddenly instead of your mission being
one thing, it's like, well, we've got to
fulfill the terms of this grant and
we've got to spend a lot of focus here.
So in both cases, whether corporate or
nonprofit, the business is is is
morphing based on external variables as
opposed to like staying a course where
you say like this is who we are. This is
how we're going to get there. There may
be some like rough choppy waters, but we
will need to develop processes and ways
of doing things that fit that. not
letting the external variables affect
what we're doing. um in terms of fixing
that once it happens. Uh yeah, I mean
it's I think that's why those you know
those exercises where you kind of take
that deep breath and say we can't wave
the wand at it but and we can't you know
you're always going to be stuck
especially from like a the entrepreneur
standpoint like you probably have
contracts that you have to fulfill and
you're trying to say like well how do I
keep the money coming in the door while
also you know concurrently making this
change that's that shifts our processes
and that's where it's going to have to
be you know you can't do it all at once.
You have to set up you have to set up a
timeline. You have to give people room
to fit this into their schedule. Like
you can't say, well, I expect you to do
the 80 hours plus implement this like
>> and that's we talk for our AI clients
that we're doing AI work. Well, like you
have to have room to experiment. You
have to have room to fail because this
all isn't going to go perfectly. Um but
you know with with these transformations
or with places where we're implementing
new processes or workflows we're trying
to do them in digestible bits where you
can then get on the ground feedback like
is this working you know are you saving
time and that it answer it goes back to
the original question where people start
to see the the fruits of it like oh this
is great I I I'm not you know
re-entering this from one place to
another suddenly getting that 30 minutes
back in the day allows me to do
something something else. And so, yeah,
I think it's it's it's never easy once
you've already created some of the mess.
But, I mean, that's all of us, right?
Like, we've we've all in one in one form
or another, we've got some things that
um we would like to clean up. And so,
>> yeah, it's it's interesting. Uh
especially when you were talking about
the grants and effort, like the the
startups and new businesses. So often,
and I've noticed this too, you know,
you're working, you find someone comes
to you uh as a customer and it may not
quite fit, but you can help solve their
problem. And you know, being a startup,
you need money. So typically, you don't
say no a lot and you could end up in
situations where you are off mission,
you're serving multiple masters, and you
just kind of lose focus on where you're
going, and it just becomes a disaster.
Uh the second part I I thought was
interesting. So
rolling things back, pulling it back,
working through the problems. It's
interesting there
especially with the AI component. How
would you
um
how would you talk to like the business
owners in encouraging as their leaders
working with their people to encourage
them for the fast to fail. So I've
worked with a lot of different groups
and there's a huge shift in different
markets. Shift left, shift right, fast
to fail, more time building the
processes.
there is a balance and it's good to get
you know fast to fail but how would you
define that for organizations so that
they're not essentially rushing
their people to fail too fast like not
thinking through the problem but still
encouraging them enough that it's okay
to try things out without consequences.
>> Yeah. Yeah, I mean that's that's some of
the big challenge where we're, you know,
we're talking to folks and we're like,
okay, you want to have some sort of
digital transformation. Again, whether
you could be corporate, nonprofit,
higher ed, doesn't really matter. And
like you want to utilize technology as a
force multiplier to create this highly
efficient set of processes that empower
your staff to, you know, or your your
employees to effectively do their jobs.
And so um yeah we we we try and we we
try and take the idea of failure less as
about like we don't we don't want to do
fail fast failing but we want u you know
sort of an ongoing an you know
assessment audit uh design and implement
something automate it and then just be
doing analysis you know sort of constant
feedback and uh explaining you know hey
this is what's on the ground you know
kind of what's working what what isn't.
Um, and so we're not looking for the
people to like rush into failure uh
because it just it rarely ever has
long-term benefits. The metrics we use
for evaluating success of projects like
that, it never seems to go go well.
We're looking more for a measured
approach, but a constant approach. You
know, it's not it's not 10 years ago uh
digital strategy where like you create
the road map like you've implemented and
then you're re-evaluating it in, you
know, 18 to 24 months or something. this
is as soon as it's as soon as the ink is
dry, you're really kind of thinking
about like the next phase of it. And so
we take that approach with these the
micro parts of it too where it's like
okay well hey if you're trying to you
know create an agentic chatbot to
provide support for so and so like it's
it's not something that we want to like
rush into production and then say it's
successful or failure in you know short
period of time. we want to be constantly
uh you know refining it or determining
whether or not it it's it's serving the
mission that we need it to.
Are you seeing then, you know, like I
guess continuing down this this path a
little bit, are you seeing that um is
that what you're seeing sort of across
the the board with businesses is that
they are starting to embrace this
instead of this like you know 12 18
month and even I guess even five or five
five or six years ago it was still six
to 12 month cycles of like you go
through it you build it then you assess
it versus um what I'm seeing and I'm
wondering if this is you know you're
seeing this as well where it's like it's
starting to become almost very quick
like you know days and weeks at most to
be able to put something together so
that now things that that in the past
maybe took a little bit longer like you
know AB testing has always been existed
to some level uh but now it's actually
it feels like it's it's it's ABCD A
through Z almost because you can so
quickly iterate on these things get some
feedback and then like you said I think
it's like instead of fast fail it's more
like a fast assess.
>> Yeah, I think that's right. I think the
modernization is essentially a
continuous process now and that um good
companies are balancing their agility
and innovation or disruption depending
on how you look at it uh with some with
the steadiness of the over you know
that's where you have to combine or
thread together the like here's our
steady leadership and our vision and
mission and this is what we're going to
stick to with this hyperness of the the
technological ical change.
>> Yeah, I think that's like that's the god
that's the danger is now that it's like
you can't you you have the ability and
this is this is the entrepreneur or the
yeah the visionary entrepreneur dilemma
is that I like I I have all these ideas
and all these great places and all these
things I can do. I actually just got off
a call before this with somebody that
has is so much that is the visionary
where you can sit down and talk to them
about a product and the next thing you
know you've developed and you know
theoretically developed a dozen
different products and now that you can
you know with the like vibe coding and
no code and some of these other things
are out there they're sort of they're
promising that that to to some level.
So, how do you and and how do you when
working with like founders and that like
how do you rein them in a little bit to
like to to bring them into that that
original why you know vision and
mission?
>> Uh not easily. Um that is that
uh it's it's it is one of the reasons
why you know when we when I talk about
we we work across many verticals um
leadership at higher ed or missiondriven
nonprofits and associations they tend to
be a little bit more um conservative or
reserved and you know so they're we work
more with them from the leadership
standpoint of the communication and
helping to understand on the corporate
and entrepreneurial side. Yeah. It's
it's exactly what you said. There is
this danger now where it's like it used
to be well the executives they've got a
million ideas and like they're going to
throw them at the staff. Now like
there's actually a reasonable way for
them to start having those things
appear. And so you really have to you
know start getting I think you know
again it's a road map. It's a it's a P&L
with a plan and a and a vision where you
start saying like you can do this but
like this is the wild wild west and
unknown in some places. And like if you
drift too far out like you you you know
you could lose a great deal of what
you're doing. And so we we try and work
on those benchmarks and again the the
idea of these small digestible things
where there's constant evaluation to
ensure that people don't go so far off
track or splinter into like oh well hey
we had one product and suddenly there's
four. Um because that I mean that you
can do that. you can easily say like,
well, I've got this this is now well,
we're going to do this in this niche.
And you've
>> you start to tie that to the rest of
this conversation where like the staff
is like, well, no, wait, are we doing
this or are we doing this? Or wait, you
want me to do all of these things at
once? And like they start to lose, you
know, they start to lose faith in what's
going on. And so, um, it all you can do
from a leadership standpoint with those
sea level folks that have the brain
going a million miles an hour is is try
and keep it steady. So,
and that is where we're going to pause
episode one, part one, uh, die hard one
of this interview. Uh, this has been a
great one. This has been a fun one. We
we had a really good time diving into
very non-technical stuff beforehand. So,
uh, that's awesome. But come on back for
part two because it really does continue
to have a a really good discussion.
There's a lot of valuable stuff here. um
not a ton of specifics necessarily as
much as I think these are the things
that you should be thinking of uh
particularly as when you're getting into
the end of the year and the beginning of
a new year uh as as you we're getting
into now when this is is coming out is
like how do I move forward this year?
It's you know hopefully you've got a
plan at this point and these are some of
the things that you want to knock down.
These are some of the things you want to
accomplish, but uh maybe there's some
things that in this interview, you know,
come to light that you're like, "Oh, I
should probably think about that as
well." So, uh do so and then come back
for the next episode as well because
there's probably going to be more. Till
then, go out there and have yourself a
great day, a great week, and we will
talk to you next time.
Transcript Segments
27.519

Hello.

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>> Hey, how's it going?

30.72

>> Good. Can you hear me? Okay.

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>> Yeah, no problem at all.

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>> Perfect. Rob's probably gonna be another

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minute. He his uh other calls running

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just a little longer. Apologize.

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>> No worries.

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See, disconnect this.

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Sorry, I had to switch machines so I

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could get my webcam working.

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Gotcha.

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>> Where are you located? I'm in Columbus,

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Ohio.

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>> Oh, nice.

76

>> We've got uh we all started in the

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Northern Virginia DC area, but we've got

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offices we're just kind of scattered

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now. We got offices in like six states

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and we've got people in

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more than I can count. So,

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>> I'm in Tennessee.

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>> Which part? Um

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>> uh south of Jackson.

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>> Okay. Yeah. in between uh Memphis and

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Nashville. My wife retired during COVID

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and we decided to get away from big

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cities.

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>> Yeah. My um

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my my one of my product leads, he was in

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was in the Memphis suburbs and then they

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ended up moving to like the Franklin

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area by Nashville. So, but I used to

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visit him and think went through Jackson

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a little bit. So,

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>> nice. Yeah, Franklin's a nice area. Um,

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a little pricey, but uh

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>> I was just about to say like that's the

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it it seems, you know, it's kind of like

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the way Northern Virginia was before.

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It's like it just it's like this is

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nice, but like it's you're really paying

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like top of the market for everything.

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So,

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>> well, we used to live in Nolanville. Um,

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>> and it's become Franklin. I mean, the

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the real estate I mean, since COVID,

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housing uh real estate values have more

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than doubled. It it's just crazy. It's

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like, how the heck can housing prices go

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up 50% in

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like three years? It's like that that's

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just unsustainable.

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>> Yeah. Yeah. It's pretty nuts.

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And you I mean, the thing is a lot of

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people can't move anyway, right? Like

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that's like okay well hey my you know my

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x thousand hundreds of thousand house is

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now 50% more but my mortgage rate is too

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low for me to leave and you know just

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not a lot of fun.

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>> Yeah. With housing price well I guess

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with interest rates staying high it's

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caused a pickle all around.

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>> Yeah.

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I don't want to get too far into what

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you do and all that because I want to

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save some of that for the podcast. But

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um I guess I'll touch on weather since

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we're getting or I'm getting sleep right

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now. Are you guys getting snow out of

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this front?

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>> We had ours. Yeah, we had uh my we had

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snow on Tuesday. So we had like you know

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four to six inches on Tuesday and kids

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were off school. So

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um but it's it's now just cold and clear

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now. So it I guess we sent it all east

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and south to you.

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>> Nice. Yeah. Here, not only do they shut

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down schools, but they shut down the

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roads and uh cuz our state is not

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designed for snow.

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>> Yeah. I I grew up in the Midwest. I was

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used to places that, you know, could

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take care of it. Uh it was being in the

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DC area was a shock to the system where

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it's like the beltway was like you had a

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dusting threat of a dusting like you

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know shut down the entire government. So

270

Oh god

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>> little bit better here little bit better

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in Ohio now. So

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>> when I first moved to Nashville in 2001

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they were like oh yeah it never snows

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here.

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3 months later, that's when we got the

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12 ines of snow that shut down

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Nashville. And literally, you couldn't

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go from Lebanon to Dixon. I mean, you're

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talking like maybe 10 to 20 miles. Took

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12 hours.

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>> Yikes.

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>> I mean, people were abandoning cars on

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the interstates on the side. I mean, it

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was just havoc for weeks.

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Hey, Rob.

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>> Howdy. Howdy. Chris Riddle says hi. That

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was why I was late because, you know,

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he's it always takes a minute for him to

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talk and we hadn't caught up in a while.

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All right, so

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other Michael, uh, nice to meet you.

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Sorry I'm late. Running a little, you

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know, it's just one of those people.

330

>> I I know how it goes. We were having a

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nice chat. It's all good.

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>> So, excellent. So, did he tell you how

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it go? How we sort of approach these?

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>> He said absolutely nothing of substance.

342

Great. Okay. So, uh what we do is uh we

346

do uh we'll do be on for about an hour

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or so. Um like I said, we've I think

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we're up to about a hundred of these. Uh

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nobody has ever bored us that it hasn't

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taken the hour plus some. So, just you

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know, no pressure.

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>> Okay.

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>> But there's always a first.

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>> That's right. You don't want to be that

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first. Uh but no, I'm like, you know

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what we'll do is I'll introduce myself.

366

Michael will introduce himself. I'll

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allow you to introduce yourself because

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that always works best I found.

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>> Um, even though technically somebody

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told me the other day, we were talking

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about it. It's like supposedly you're

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supposed to introduce the the person,

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but I don't know. I get a lot more of

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their personality letting them know.

380

>> You got to have your own, you got to

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have your own style. It doesn't have to

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be, you know,

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>> and you're just going to say it, but to

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me it's like then it's just me reading

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it and it just doesn't have the same

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feel. And it's been amazing how often in

390

the introduction it like spawns

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questions and then it's like boop, we're

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off and running on on the discussion

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from there. Um, when we show this, when

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we end up putting this out, it will be

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it will be a video we do on YouTube. Oh,

402

like hi to everybody that's on the bonus

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YouTube pre pre-show stuff. Um, we put

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it out there and, uh, we have a

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two-parter. So, we'll do about a 30

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minute, 25, 30 minutes and then a second

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part that we're just going to split

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this. As far as this conversation, we're

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going to flow all the way through. We'll

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have Michael will do all the editing

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magic in the back end to turn that into

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two episodes. Um, it's audio and visual.

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So, we've got YouTube. We also have all

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the different podcast places that are

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out there. Um, and then we're really

434.16

going to just sort of dive into

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questions here. Um, I I want to go real

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quick on the basics of why. Apologies as

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I've got to like come back to what we

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originally talked about talking about.

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Um

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>> yeah and and I'm good for like really

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any direction like if you want to do you

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know leadership and culture and

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management if you want to do product

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development if you want to do automation

465.44

and workflow if you want to do you know

468

I I can strategy and transformation like

470.639

we we do all of that stuff and I'm game

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to chat about whatever direction you

476

want to go with

477.36

>> perfect because yeah I think we will go

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with I love the I think the thing that

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got is that that the your group said

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that you help missiondriven

484.879

organizations turn messy people

486.56

dependent processes into systems that

488.639

run smoothly. And we between developer

491.84

developers and the entrepreneur side of

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our our uh audience, there's a lot of

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messy processes and businesses out

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there. And I think that's a great way

501.52

for us to talk about uh sort of step

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into some of those things. And our our

505.84

season focuses on like building better

507.84

foundations. And I think that's probably

509.84

where we're going to go is like is talk

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a little bit about how the messy usually

514.24

becomes comes from not having a good

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foundation. You you start off you're

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like, "Okay, I just got to get it done."

520.479

And then the next thing you know it's

521.599

like you got a big old pile of crap.

523.2

You're like, "That's a lot of get it

524.56

done that now I got to spend time to get

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that done as well." So, you know, it's

528.8

it's doing it right the first time. And

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and where processes have value even from

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like the very start of of businesses.

535.92

So,

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>> absolutely. Okay.

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So, let me All right, I'm going to do

542

this since everybody's like head is

544

centered differently. I switch around my

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little background.

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>> You mean to move? Uh, I can turn a

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different way if it's uh

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>> No, I'm good. I think I just I don't

552.72

want to be like I don't want to be big

554.08

guy and I don't want to be little guy.

557.68

>> Once where it looked like I truly it

559.36

might have been like a sumo wrestler.

561.2

Like my head was it was like a my mom

563.6

took the picture. It was you know it

565.44

looked like it was the just the whole

567.04

screen. And I was like, "Well, that's

568.08

attractive. I hope hope

569.68

>> that doesn't

570.32

>> maybe my kids will go find that one and

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be like, "Geez, Dad, you know, like have

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a salad."

578

>> Yeah. The only problem I have with that

579.44

right now is like uh the new the new uh

582.72

Mac OS it like it will mess with the

585.76

camera a little bit. It will start

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zooming in on me and stuff and I'm like,

588.48

"No, like you're there for a reason.

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Don't move."

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>> So, we'll see how this goes. Uh but we

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will dive in and I think already uh

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other Michael any questions?

600

>> No, but for the auto tracking I can tell

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you how to adjust that later.

605.839

>> Okay, coolness. And we're just going to

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dive three dos. Oh no. Well, hello and

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welcome back. We are continuing our

614.88

season of building better foundations.

616.48

This is Building Better Developers, the

617.92

developer podcast. I happen to be Rob

620.48

Broadhead, one of the founders of said

622.72

developing and building better

623.92

developers. Also the founder of RB

625.92

Consulting where we help you assess your

628.32

business and build a technology roadmap

630.32

for success. Good thing, bad thing, huge

634.8

good thing. I think I've shared a little

637.12

bit of our like DIY and house issues and

640.56

we finally got the house that we wanted

642.32

to get set up and did a lot of little

645.12

work on it. uh got it set up and it is

647.2

now like on the market and ready for uh

649.6

rentals and stuff like that which has

651.279

been a long and torturous path. And I am

654.56

not the main guy that did most of that.

656.24

My wife is the DIYer. I am the doyour

659.76

yourselfer somebody else do it as

662.32

opposed to me. I am the like go hire

664.959

that person. And so she has beared the

667.279

brunt of that along with me helping her.

669.839

And I put that in quotes because I'm not

671.68

much of a helper in that sense. I'm a

673.44

little bit more of like the the

674.64

2-year-old that's there like helping dig

676.56

while dad's got the back, something like

678.8

that. Uh the bad thing is is that uh

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we're getting towards the end of the

684.32

year and it is like it's flown by. It's

686.8

like we are already as we're recording

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this, we are into December

691.6

and uh it feels like I've like skipped a

694.48

half a year. It's like there's a ton of

696.16

stuff that's gone on but has flown by

698.079

very fast. So I have not been able to

699.76

enjoy it. uh much like I have not been

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able to enjoy often enough Michael

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introducing himself. So dive right in

706.32

and take over.

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>> Hey everyone, my name is Michael Malash.

710

I'm one of the co-founders building

711.279

better developers, also known as

712.72

developer. I'm also the founder and

714.72

owner of Envision QA where I work with

717.2

businesses that are tired of fighting

719.04

their software. Uh we build and test

721.279

custom solutions that actually fit the

723.279

way you work so that you can stop

725.44

pulling uh out your hair, putting out

727.44

fires and focus on the growth of your

729.76

business and you know let the technology

732.399

work for you not against you. Uh good

734.8

thing bad thing uh good thing as Rob

737.44

said we're nearing the end of the year

739.44

so uh I'm getting into the festive

741.44

Christmas holidays. Uh wife made me sit

744.24

down and watch Die Hard one and Die Hard

745.92

2 yesterday. So, we've finally got that

749.44

off the track. Yes. I I I see you.

752.639

>> Did you say made made you or

756.72

>> if she had her way, we would watch Die

758.48

Hard every single month, every single

760.8

day of the year. It's just her movie.

762.88

I'm just a little burned out of it.

765.2

>> It is a quintessential Christmas though.

767.6

Like, you have to watch Elf and you have

769.44

to watch Die Hard.

770.48

>> That's right.

771.92

>> It is. Which is why I told her you

773.839

cannot watch it till December 1st now.

776.48

like I we can watch it in December and

779.04

we can watch it in January because we do

780.72

do a week in January of Christmas and

782.72

July, but um other than that, I'm

785.76

getting back around to watching some of

786.959

the new Hallmark uh holidays. Uh my mom

789.76

got me into that years ago and I'm a sap

792

for that. Uh but I also wanted to get

794.639

back into some of the traditional

796.48

Christmas movies uh like Miracle on 54th

799.519

Street, some of the older ones. I

800.639

haven't watched those in years. Caught

802.56

one yesterday. It's like, man, I

804

remember these were feelood movie. I

805.519

need to go back and watch these. So,

806.959

looking forward to that. So, the bad

808.48

side is I have not watched any classical

810.56

Christmas movies in a long time. So, I'm

813.04

going to catch up on them.

815.36

>> And as you may have already picked up,

817.279

we have a guest today. So, this is going

818.88

to be one of those interview sessions.

820.48

And I'm going to let uh we will not call

822.48

you Michael number two because that just

824

doesn't seem right. But Michael, go

826.24

ahead and introduce yourself.

828.32

>> Thanks. Uh Mike Taguchi. I'm the chief

830.48

strategy officer at E- Resources. We're

832.639

a digital strategy and transformation

834.32

company doing everything from uh MSP

838.48

work for IT. We do marketing, branding,

841.6

websites, and uh on my side, we oversee

844.399

a platform called Orchestrate that's uh

846.32

for missiondriven organizations. Uh we

848.56

do workflow processes uh anything to try

851.76

and help automate, save time, let people

854.399

actually focus on impactful work. That's

856.88

something that we do at higher ed,

858.32

nonprofits, associations, uh any kind of

860.8

solution in that area. And we also do a

862.88

great deal of work with disability

864.32

centers and in higher ed as well. And so

866.8

I'm really excited to be here and and

869.04

chat with you guys and hear a little bit

870.72

more about the this holiday movie

872.56

situation we've got going on. Um you

875.279

know, we would be more on the I would be

877.04

my family would be more on the die hard

878.399

than the Hallmark side, but my wife

879.76

would probably be fine on on both. She

881.839

would probably she play both sides of

883.6

the aisle.

885.68

Yes, I have uh I've spent the last few

887.44

years slowly like expanding out and plus

889.68

there have been some new movies that

890.8

have come in recent years. I would say

892.399

Christmas Chronicles 1 and two that came

894.16

out of uh Netflix is a a great one. Um

897.68

there's a couple others I'm trying to

898.959

think of recent years, but I I have like

900.959

my my mid-range of like your elf and

904.24

stuff like that. The new Grinch, the

905.839

full like uh whoever is I uh Pixar,

908.959

whoever did I wasn't Pixar, whoever did

910.72

that one, it's phenomenal. Uh great

912.88

soundtrack to it. But then I got to have

914.959

like I got a few of the the old

916.48

classics, but definitely Die Hard is

918.72

right up there.

920.16

>> Um I have like I have like my my downer

922.8

ones like Family Stone and some things

924.56

like that as well.

925.519

>> Family Stone. I have Family Stone as

926.88

well. I I I also really like I'm

928.88

embarrassed to admit a little, but there

930.399

are a couple newer run not newer runchy

933.04

ones like um uh The Night Before and uh

936.8

Office Christmas Party with Jason

938.24

Baitman that we like to watch as kind of

940.16

guilty guilty pleasures. But we bought

942.56

my father-in-law a Nakatomi Plaza, you

944.72

know, shirt because we're in we got the

947.36

we we're on team die hard for Christmas.

950.56

>> Those are definitely some of the best. U

953.6

a recommendation if you have never seen

955.68

it's a series. I think there's three

957.36

shows of it. Uh is a Brit. It's called

959.839

The Worst Christmas of My Life or I

961.839

think it's the worst Christmas week of

963.279

my life. Uh it is it is very cringey to

967.199

watch as far as like like you're the guy

969.68

goes through some very tough situations.

971.36

You're like, "Oh my gosh, stop. Stop."

972.8

Oh no. It's actually going to happen.

974.399

But it's a fun one. And I Yeah, you got

976

to mix it up, but you got to have like

977.519

the You got to have the like really good

979.199

ones. You got to have like the

980.72

tearjerker types like the Jack Frost or

982.959

something like that. But then there's

984.24

like Yeah, it's like it's nice having

985.92

that mix. And then you got to have like

987.12

the Charlie Brown Christmas. There's

988.56

those like I can I could probably recite

990.56

it from like start to finish, but I just

992.24

I got to watch that every year.

994.72

>> So, I threw out with my wife uh Iron Man

997.44

3 since Die Hard is officially a

1000.079

Christmas movie. Iron Man 3 is

1001.839

officially a Christmas movie because it

1003.68

does take place during Christmas.

1006.48

>> There's there's a lot of that argument,

1008.24

but I think it's people that are just

1009.68

trying to like detract from the Die Hard

1011.68

is truly a Christmas movie. I mean, it's

1013.68

like

1014.639

>> I think that's one of those is just it's

1016.24

it's unquestionable. even though like I

1017.92

also have a household argument with that

1019.68

on a regular basis of like no it is

1021.6

definitely a Christmas movie and she's

1023.6

like well you can just watch it I don't

1025.36

really care I would add while while you

1028

were sleeping into that as like the

1029.839

sappy I think that's a big Christmas

1031.679

movie too so

1033.199

>> I I think so I think there's that and uh

1035.6

love actually is another one of those I

1037.199

don't know how sappy but it's like yeah

1038.64

there's some of those that I think have

1039.839

like a

1040.72

>> that kind of rolled into um when Harry

1044.079

met Sally for New Year's for you know

1046.559

for for because they because they ended

1048.24

at the you know at the New Year's party.

1050.4

>> Yeah, that is definitely that's like my

1052

late Christmas one is like after

1053.52

Christmas I still want to watch a couple

1055.2

Christmas movie like Harry Met Sally is

1057.039

definitely right up there on on that

1058.64

one. So well now this is probably going

1061.919

to come out I think this comes out after

1063.28

Christmas. We'll find out. So everybody

1064.559

will be able to like reminisce a little

1066.08

bit but we're we're in a jolly jolly

1069.12

mood which is a good start to so one of

1073.76

the things that that you mentioned is

1075.36

like uh is missiondriven organizations

1078.4

and organizing missiondriven uh

1081.6

organizations to me is um we talked in

1085.52

the the pregame the pre-show a little

1087.12

bit about u you just entrepreneurs and

1090.08

startups in general I think it becomes

1093.039

hard there is a mess to fix after you go

1095.44

through the like you're going nuts,

1097.52

you're in survival phase, you're just

1099.039

getting stuff done and then you usually

1101.12

you're really not defining and and

1103.52

refining processes during that time.

1105.28

Your process is just get the thing out

1106.88

the door and so you have some mess to to

1109.6

clean up. Um, but I'd also like to I

1113.2

think that I found that a lot of of

1115.36

missiondriven nonprofits have a very

1118.32

similar situation. And it's it's a

1119.919

little different because I think it's

1121.76

more um there's a little bit of like

1124.88

you're driven to the mission. So that's

1126.4

what you're focused on. It's not really

1128.32

the building a business behind that

1131.2

becomes I think part of the problem or

1133.44

part of the the challenge with that. And

1134.96

then also that I think there's like

1136.32

there tends to be some turnover and

1137.679

things like that that you get as as as

1139.76

the mission grows and the the

1141.12

organizations involved. So, I think I'd

1143.2

like to to start out with like if you're

1145.52

in that situation, you got a company,

1147.039

you're like, "Okay, that's you're you're

1148.64

speaking my my language. I'm in a

1150.64

situation where we've been we've been

1152.08

doing business. We've been doing our

1153.6

mission for a while and it's a mess.

1156.08

Like, where would you where do I begin?

1158.24

Where would you start with that?"

1161.039

>> Yeah, that that's a that's a that's a

1163.039

tough one and I agree with you. think

1164.32

the the missiondriven groups, they end

1166.4

up with a lot of the same challenges

1168.16

that um a business or an entrepreneur

1170.4

that's in startup mode. Uh everyone's

1172.32

going a million miles an hour. Um you're

1175.039

you know, you're just trying to survive

1176.24

some days. And so the idea of like SOPs

1180.16

and you know those kinds of things,

1182

that's not really what you're focused

1183.12

on. You're focused on on the survival

1184.96

part of it. Uh, I think if you are a

1187.36

group that has gone through one of those

1190.08

sprint periods and, you know, chicken

1191.84

with your head cut off and you're just

1193.28

trying to make it and then you have a

1195.6

second to take a deep breath and realize

1197.28

you've created a giant mess. You know,

1199.2

that's sort of the situation we're we're

1201.36

talking about. Um, you know, one, you

1204.4

have to kind of start in small

1206.64

digestible bits, right? Like you're not

1208.24

going to be able to wave a magic wand

1210.16

and fix your entire business. You have

1211.919

to kind of set it up as like there's

1213.44

people and culture. Um there's you know

1215.919

what what is the mission again you know

1217.919

when we say mission I might be talking

1219.36

nonprofit but you know we we're we run a

1221.44

business as well so you're talking about

1222.72

what's the P&L like what are our what

1224.72

are our goals and things like that and

1226.16

all of those ultimately like there's a

1228.159

strategy and what you're trying to

1229.76

achieve and accomplish and so what we

1232.08

try and do with our groups whether we're

1233.679

working corporate nonprofit or whatever

1235.6

else is make sure leadership is bought

1237.6

in on some core principles uh that

1240.48

they're focused and they're not trying

1241.919

to do too much um that where they have

1245.039

folks that are championing their ideas

1247.12

and getting buy in at all the levels so

1249.36

that the staff understands that they're

1251.52

being accountable and transparent with

1253.36

the communication so that people aren't

1254.96

just like am I just working to get to

1257.28

make you more money or am I working an

1259.2

80hour a week just for you know where is

1261.36

this all going uh so that there is a

1263.6

vision that's been articulated um and

1266.559

the you know the last then you start

1267.84

getting into the actual technology where

1269.36

you say like please don't make it about

1271.039

tools like it's not like oh well we can

1272.88

fix it if we HubSpot or you know

1274.88

whatever else it might be. It needs to

1276.48

be like what what are the reasons we're

1278.24

doing this? Like how are we better

1280

serving our audience or or serving our

1282.4

customers or whoever the members it

1284.4

doesn't matter. Every group has got

1285.679

somebody that they're serving. Like how

1287.36

are we better accomplishing this? And

1289.36

then back to you know sort of my my

1291.039

original piece like one of our main

1292.88

areas is people that work are there for

1295.28

a reason. like whether it's to make

1296.799

money or or it's to again serve a

1299.28

particular mission like they want to

1300.72

help a certain kind of people whatever

1302.08

that might be they want to spend their

1303.679

time doing that and on the things that

1305.36

are skillful for them they don't want to

1307.12

spend their times copying and pasting

1308.96

from spreadsheets tracking down things

1310.88

in emails logging into 75 tools during

1313.36

the day and so you know part part I

1316.4

think for for groups like ours is

1318.88

helping folks figure out like it's not

1320.96

about these you know having more tools

1322.88

it's about finding ways to find

1325.52

efficiencies to automate things to get

1328.08

people and that's how they start

1329.679

understanding the ROI both from a

1331.52

leadership level saying like this

1332.88

investment is good and this thought

1334.32

process is good because we're going to

1336.24

be saving people's time and making them

1338.08

more productive. So from that corporate

1340.159

standpoint that's what we're really we

1341.6

would be looking at it in that area like

1344.159

your efficiency you know this is dollars

1345.919

that you would be wasting if people are

1347.44

just like you know again in a

1349.6

spreadsheet or doing some sort of manual

1351.44

tasks that aren't helpful.

1354.32

I think that's that's awesome because

1355.679

that was actually like one of the

1356.799

follow-up questions is

1359.12

a lot of times I think I you talk to

1361.039

people and they're like, "Oh, like you

1362.24

know, SOPs and all that kind of stuff.

1363.52

That sounds like big business thing.

1364.799

That sounds like something that you

1366.559

know, we're not there yet. We're you

1368.159

know, we're a small business or we're

1369.6

you know, we're we're a little uh you

1372.96

know, we're we're a little city-based

1375.12

organization or we're a little nonprofit

1377.039

or something like that. We can't do

1378.4

that." Um, but I think it is I think

1380.72

that's like that's where you go is like

1382.4

there is an ROI on those things and it

1384.799

is not you're not just doing it just to

1387.12

do it that there is there is an

1389.28

investment on that and so how do you

1392

like take it a step further like how do

1394

you get that buy particularly

1397.2

you can sell it to the executives or the

1398.88

the people running the company as far as

1400.799

like yeah this is like bottom line this

1402.88

is what's going to happen uh but the

1405.039

people that are actually have to

1407.76

that you really have to I think normally

1409.28

you have to go to to get the information

1410.72

to like how do I build out an SOP well I

1413.039

need to know how the you know the

1414.24

frontline workers are working and

1416.72

balancing that with them going like okay

1418.799

are you going to automate me out of a

1420.88

job or something especially in the world

1422.08

of AI and stuff like that I think

1423.52

there's just like regular fear of such

1425.28

thing

1426.159

>> well I mean I think the the first piece

1428.48

that you mentioned is an important point

1430.08

and I it resonates for me because we

1433.12

went through it we were a small we were

1435.2

a small business we were in startup mode

1437.76

for many years, you know, and we created

1441.52

a lot of technical debt for ourselves

1443.12

and a lot of process debt where we were

1445.12

just, oh well, techn is going this

1447.44

direction and we were zigging and

1448.559

zagging and zooming around, you know,

1450.48

and uh you suddenly find yourself with

1453.36

like how do I scale this operation? Like

1456.32

if your or if your leadership is like,

1457.919

well man, I you know, my family would

1459.279

really like it if I I was actually at

1460.88

home or not working at 10 p.m. was like

1463.12

part of that is you've created this and

1465.039

you know where everybody has to work

1467.36

this way. You're singlethreaded through

1468.96

things. You haven't created good

1470.4

processes. You haven't found a way to to

1472.32

onboard people. And so that really rings

1474.96

true to me that it's important the group

1476.64

shouldn't think, well that's, you know,

1478.559

that's for Accenture and Google to do

1481.12

those sorts of things. Like I don't care

1482.559

if you're if you're a small mom and pop

1484.48

or you're two or three person, you know,

1486.64

kind of small group doing guerrilla

1488.64

warfare. Like you still, you know, you

1490.96

still need to have those things in place

1492.4

if you ever want to escape the cycle

1494.4

that uh that you're in. So I do think of

1496.96

it in that area where it's important to

1498.88

emphasize it doesn't matter the size. in

1501.6

terms of the you know the second

1503.279

question you asked I think that's really

1504.88

one of the most important ones and

1506.32

that's where it it is a piece where you

1509.36

think of it sort of in story brand mode

1511.36

of like who's the hero in the story

1513.6

right like if you're leadership if

1515.039

you're if you're the CEO you're seuite

1516.96

and you're talking to somebody like it's

1519.279

not about you you've got these workers

1521.36

that are executing they're in the

1523.36

tactical day-to-day they're you know

1525.2

working their behinds off for you and so

1528.32

but they want to understand again What's

1530.96

the vision for this? Where is this

1532.48

going? Like what's the medium longer

1534.08

term plan? How do I fit into that? Like

1536.24

if you I have so much stuff on my plate

1538.64

and you're asking me to, you know, sort

1540.88

of transform on the fly or change

1543.44

concurrently. Like how am I supposed to

1545.039

fit all of that in? And you know, how

1547.679

what what what assurances are you giving

1549.52

me that I'm not just going to be like

1551.2

I'm not creating a process document so

1553.12

you can fire me and hire someone cheaper

1555.36

or not replace me. Um and that's where

1557.76

that I mean again communication like the

1560.799

vision, articulation, transparency,

1562.88

accountability, all those things like

1564.08

they sound buzzy but you bundle them up

1567.039

like that is good leadership. Like that

1568.64

is that is how you create a culture. And

1570.48

like there may be some people that you

1572.64

have to replace or that don't that don't

1574.4

come back. But ultimately like those

1575.919

people you know I like to say you win

1578.4

with people. That's an old like Woody

1580.08

Hayes quote is an old football coach.

1582.24

You win with people meaning like if you

1583.919

have a bad process you can fix it. If

1585.6

you have a bad tool, you can replace it.

1587.679

If you have bad people and they don't

1589.279

believe in you, you're dead. You're DOA,

1591.44

right? Like your your business is not

1592.88

going anywhere. And so that's we really

1594.96

spend a lot of time trying to work with

1597.679

leadership to get that buy in because

1600.08

otherwise they're, you know, they may be

1601.919

thinking, well, I can add this tool and,

1604.559

you know, that's sort of the end all be

1606.08

all of it and maybe I'll save this money

1608.32

and that's how I'm that's how I'm that's

1610.64

my success metrics. your staff is not

1613.12

going to buy into that.

1615.76

That's your your initiative is not going

1617.679

to succeed that way.

1621.12

>> So, so I kind of got a twofold question

1623.679

on this. Um, so

1626

>> with that,

1628.32

how would you approach

1630.559

like new startups or people starting new

1633.039

missions and getting things going to

1635.919

essentially set themselves up for

1638.32

success, not failure. But then flip that

1641.44

around and and how would you go about h

1645.279

uh helping those organizations or what

1648.64

suggestions would you give to those

1650.08

organizations that are already into this

1652.799

mess didn't plan ahead of time? How

1655.919

would they kind of walk their way back

1657.6

to kind of maybe at the beginning or

1659.2

somewhere?

1660.24

How do you reverse engineer the I think

1662.64

the first the first piece is is good

1664.72

because I mean you mentioned that you

1666.24

know road mapping and I think uh you

1667.84

know strategic planning and things like

1669.36

that there

1670.32

>> I mean there's a part of this where take

1672.4

a company that's in startup mode or take

1674.08

a nonprofit like here's two two

1676.24

scenarios that are very similar that are

1677.919

likely to happen. uh you get a new

1680.64

client as a startup and your processes

1684.159

and what you're doing start revolving

1686.159

around the money you're bringing in as

1688.08

opposed to you know sticking to what

1690.72

you're best at and creating a process

1692.88

you know pushing your process on how you

1695.039

do business. You let the client kind of

1697.039

dictate how you're small organ because

1699.84

when you're small it has such an

1701.52

outsized undue influence on you know the

1703.919

people that you're working with and the

1705.12

same thing happens at nonprofits. Oh, we

1707.2

got a grant from this foundation. And so

1708.96

suddenly instead of your mission being

1710.48

one thing, it's like, well, we've got to

1711.919

fulfill the terms of this grant and

1713.279

we've got to spend a lot of focus here.

1715.2

So in both cases, whether corporate or

1717.12

nonprofit, the business is is is

1719.84

morphing based on external variables as

1722.48

opposed to like staying a course where

1724.88

you say like this is who we are. This is

1726.64

how we're going to get there. There may

1728

be some like rough choppy waters, but we

1730.559

will need to develop processes and ways

1732.399

of doing things that fit that. not

1734.64

letting the external variables affect

1736.64

what we're doing. um in terms of fixing

1739.76

that once it happens. Uh yeah, I mean

1741.919

it's I think that's why those you know

1743.679

those exercises where you kind of take

1745.679

that deep breath and say we can't wave

1748.24

the wand at it but and we can't you know

1751.44

you're always going to be stuck

1752.64

especially from like a the entrepreneur

1754.64

standpoint like you probably have

1756.24

contracts that you have to fulfill and

1757.76

you're trying to say like well how do I

1758.96

keep the money coming in the door while

1761.2

also you know concurrently making this

1763.52

change that's that shifts our processes

1765.52

and that's where it's going to have to

1767.12

be you know you can't do it all at once.

1770.32

You have to set up you have to set up a

1772.159

timeline. You have to give people room

1774.799

to fit this into their schedule. Like

1776.96

you can't say, well, I expect you to do

1778.32

the 80 hours plus implement this like

1781.279

>> and that's we talk for our AI clients

1783.6

that we're doing AI work. Well, like you

1785.12

have to have room to experiment. You

1786.399

have to have room to fail because this

1788.08

all isn't going to go perfectly. Um but

1790.96

you know with with these transformations

1792.72

or with places where we're implementing

1794.48

new processes or workflows we're trying

1796.72

to do them in digestible bits where you

1799.279

can then get on the ground feedback like

1801.6

is this working you know are you saving

1803.84

time and that it answer it goes back to

1806.24

the original question where people start

1808.159

to see the the fruits of it like oh this

1811.039

is great I I I'm not you know

1813.12

re-entering this from one place to

1815.039

another suddenly getting that 30 minutes

1817.2

back in the day allows me to do

1818.72

something something else. And so, yeah,

1821.279

I think it's it's it's never easy once

1823.279

you've already created some of the mess.

1825.039

But, I mean, that's all of us, right?

1826.24

Like, we've we've all in one in one form

1828.399

or another, we've got some things that

1830.399

um we would like to clean up. And so,

1834.08

>> yeah, it's it's interesting. Uh

1835.76

especially when you were talking about

1836.64

the grants and effort, like the the

1838.559

startups and new businesses. So often,

1842.24

and I've noticed this too, you know,

1844.559

you're working, you find someone comes

1846.159

to you uh as a customer and it may not

1849.12

quite fit, but you can help solve their

1852.08

problem. And you know, being a startup,

1853.84

you need money. So typically, you don't

1855.6

say no a lot and you could end up in

1858.559

situations where you are off mission,

1861.2

you're serving multiple masters, and you

1865.279

just kind of lose focus on where you're

1866.72

going, and it just becomes a disaster.

1869.679

Uh the second part I I thought was

1871.76

interesting. So

1874.399

rolling things back, pulling it back,

1876.08

working through the problems. It's

1879.039

interesting there

1881.76

especially with the AI component. How

1884.399

would you

1886.96

um

1889.52

how would you talk to like the business

1891.679

owners in encouraging as their leaders

1896.72

working with their people to encourage

1898.72

them for the fast to fail. So I've

1901.44

worked with a lot of different groups

1903.6

and there's a huge shift in different

1905.6

markets. Shift left, shift right, fast

1907.84

to fail, more time building the

1910.08

processes.

1911.6

there is a balance and it's good to get

1915.44

you know fast to fail but how would you

1918.399

define that for organizations so that

1920.24

they're not essentially rushing

1924.159

their people to fail too fast like not

1928.399

thinking through the problem but still

1931.2

encouraging them enough that it's okay

1933.12

to try things out without consequences.

1938.799

>> Yeah. Yeah, I mean that's that's some of

1940

the big challenge where we're, you know,

1941.36

we're talking to folks and we're like,

1942.64

okay, you want to have some sort of

1944.48

digital transformation. Again, whether

1946.32

you could be corporate, nonprofit,

1948.399

higher ed, doesn't really matter. And

1949.919

like you want to utilize technology as a

1953.039

force multiplier to create this highly

1956.24

efficient set of processes that empower

1959.44

your staff to, you know, or your your

1961.84

employees to effectively do their jobs.

1964.88

And so um yeah we we we try and we we

1969.519

try and take the idea of failure less as

1972

about like we don't we don't want to do

1973.44

fail fast failing but we want u you know

1976.32

sort of an ongoing an you know

1979.279

assessment audit uh design and implement

1982.159

something automate it and then just be

1984.32

doing analysis you know sort of constant

1986.64

feedback and uh explaining you know hey

1989.36

this is what's on the ground you know

1990.96

kind of what's working what what isn't.

1993.039

Um, and so we're not looking for the

1994.48

people to like rush into failure uh

1997.279

because it just it rarely ever has

1999.279

long-term benefits. The metrics we use

2002

for evaluating success of projects like

2004.159

that, it never seems to go go well.

2006.72

We're looking more for a measured

2008.399

approach, but a constant approach. You

2010.96

know, it's not it's not 10 years ago uh

2014

digital strategy where like you create

2015.76

the road map like you've implemented and

2017.6

then you're re-evaluating it in, you

2019.279

know, 18 to 24 months or something. this

2022.24

is as soon as it's as soon as the ink is

2024.24

dry, you're really kind of thinking

2026.08

about like the next phase of it. And so

2028.72

we take that approach with these the

2030.88

micro parts of it too where it's like

2032.48

okay well hey if you're trying to you

2034.559

know create an agentic chatbot to

2036.72

provide support for so and so like it's

2040.32

it's not something that we want to like

2042.08

rush into production and then say it's

2044.559

successful or failure in you know short

2046.559

period of time. we want to be constantly

2049.119

uh you know refining it or determining

2051.28

whether or not it it's it's serving the

2053.44

mission that we need it to.

2057.679

Are you seeing then, you know, like I

2059.599

guess continuing down this this path a

2061.919

little bit, are you seeing that um is

2066.159

that what you're seeing sort of across

2067.679

the the board with businesses is that

2069.359

they are starting to embrace this

2071.44

instead of this like you know 12 18

2073.599

month and even I guess even five or five

2075.359

five or six years ago it was still six

2077.04

to 12 month cycles of like you go

2078.72

through it you build it then you assess

2081.2

it versus um what I'm seeing and I'm

2084.639

wondering if this is you know you're

2085.919

seeing this as well where it's like it's

2086.96

starting to become almost very quick

2089.28

like you know days and weeks at most to

2091.359

be able to put something together so

2092.72

that now things that that in the past

2095.599

maybe took a little bit longer like you

2097.44

know AB testing has always been existed

2099.68

to some level uh but now it's actually

2102.48

it feels like it's it's it's ABCD A

2105.599

through Z almost because you can so

2107.28

quickly iterate on these things get some

2109.839

feedback and then like you said I think

2112.079

it's like instead of fast fail it's more

2114.079

like a fast assess.

2115.68

>> Yeah, I think that's right. I think the

2117.2

modernization is essentially a

2118.96

continuous process now and that um good

2122.4

companies are balancing their agility

2125.92

and innovation or disruption depending

2128.64

on how you look at it uh with some with

2131.76

the steadiness of the over you know

2133.44

that's where you have to combine or

2135.92

thread together the like here's our

2137.839

steady leadership and our vision and

2140.24

mission and this is what we're going to

2141.76

stick to with this hyperness of the the

2145.68

technological ical change.

2148.64

>> Yeah, I think that's like that's the god

2150.88

that's the danger is now that it's like

2152.64

you can't you you have the ability and

2155.04

this is this is the entrepreneur or the

2157.599

yeah the visionary entrepreneur dilemma

2159.44

is that I like I I have all these ideas

2162

and all these great places and all these

2163.839

things I can do. I actually just got off

2165.44

a call before this with somebody that

2167.76

has is so much that is the visionary

2169.68

where you can sit down and talk to them

2170.96

about a product and the next thing you

2172.64

know you've developed and you know

2174.079

theoretically developed a dozen

2175.76

different products and now that you can

2177.839

you know with the like vibe coding and

2179.52

no code and some of these other things

2180.96

are out there they're sort of they're

2182.96

promising that that to to some level.

2185.359

So, how do you and and how do you when

2188.16

working with like founders and that like

2190.16

how do you rein them in a little bit to

2191.76

like to to bring them into that that

2194.72

original why you know vision and

2197.119

mission?

2198.32

>> Uh not easily. Um that is that

2202.56

uh it's it's it is one of the reasons

2204.48

why you know when we when I talk about

2205.839

we we work across many verticals um

2209.359

leadership at higher ed or missiondriven

2212.32

nonprofits and associations they tend to

2214.4

be a little bit more um conservative or

2216.96

reserved and you know so they're we work

2220.4

more with them from the leadership

2221.68

standpoint of the communication and

2223.52

helping to understand on the corporate

2225.359

and entrepreneurial side. Yeah. It's

2228.4

it's exactly what you said. There is

2230.24

this danger now where it's like it used

2232.16

to be well the executives they've got a

2234.8

million ideas and like they're going to

2236.48

throw them at the staff. Now like

2238.4

there's actually a reasonable way for

2240

them to start having those things

2241.839

appear. And so you really have to you

2244.32

know start getting I think you know

2246.56

again it's a road map. It's a it's a P&L

2248.8

with a plan and a and a vision where you

2250.88

start saying like you can do this but

2252.72

like this is the wild wild west and

2254.8

unknown in some places. And like if you

2257.119

drift too far out like you you you know

2259.76

you could lose a great deal of what

2261.119

you're doing. And so we we try and work

2263.119

on those benchmarks and again the the

2265.76

idea of these small digestible things

2267.68

where there's constant evaluation to

2269.68

ensure that people don't go so far off

2272.079

track or splinter into like oh well hey

2274.88

we had one product and suddenly there's

2276.72

four. Um because that I mean that you

2279.599

can do that. you can easily say like,

2281.28

well, I've got this this is now well,

2282.88

we're going to do this in this niche.

2284.88

And you've

2286

>> you start to tie that to the rest of

2288

this conversation where like the staff

2289.76

is like, well, no, wait, are we doing

2291.28

this or are we doing this? Or wait, you

2293.28

want me to do all of these things at

2294.8

once? And like they start to lose, you

2296.72

know, they start to lose faith in what's

2298.32

going on. And so, um, it all you can do

2302

from a leadership standpoint with those

2304

sea level folks that have the brain

2305.599

going a million miles an hour is is try

2308

and keep it steady. So,

2311.28

and that is where we're going to pause

2313.359

episode one, part one, uh, die hard one

2317.04

of this interview. Uh, this has been a

2320.56

great one. This has been a fun one. We

2321.839

we had a really good time diving into

2324

very non-technical stuff beforehand. So,

2326.96

uh, that's awesome. But come on back for

2330

part two because it really does continue

2332.32

to have a a really good discussion.

2333.599

There's a lot of valuable stuff here. um

2337.119

not a ton of specifics necessarily as

2340

much as I think these are the things

2341.119

that you should be thinking of uh

2343.2

particularly as when you're getting into

2344.8

the end of the year and the beginning of

2346.16

a new year uh as as you we're getting

2348.72

into now when this is is coming out is

2351.76

like how do I move forward this year?

2354.4

It's you know hopefully you've got a

2356.079

plan at this point and these are some of

2357.599

the things that you want to knock down.

2358.88

These are some of the things you want to

2359.92

accomplish, but uh maybe there's some

2362.079

things that in this interview, you know,

2363.839

come to light that you're like, "Oh, I

2365.92

should probably think about that as

2367.359

well." So, uh do so and then come back

2369.839

for the next episode as well because

2372.32

there's probably going to be more. Till

2374.8

then, go out there and have yourself a

2376.16

great day, a great week, and we will

2378.32

talk to you next time.