Corporate CPR Episode 43: How to Operate in Tight Labor Markets with Cindy Klein

Corporate CPR Episode 43: How to Operate in Tight Labor Markets with Cindy Klein

On today’s show, we discuss how to operate in tight labor markets. We are certainly in what is called a “candidate’s market” right now. How can an organization compete for the best employees?

With over 20 years of experience in digital marketing, Cindy Klein has started her career working for top firms of the industry. After 15 years of experience in recruitment marketing and sales, she eventually became the SVP of Sales for Talent.com, overseeing the whole North American market.

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4 Tips for Improving Your Release Process

Software releases are some of the most stressful dates on any calendar. New and existing customers alike can be severely affected by delays, or worse yet, bugs upon release. Software developers find themselves under immense pressure as deadlines loom large. Although there are unique aspects to software development, projects of all kinds are similar in nature. With proper technical project management, release days can be a cause for celebration rather than a source of stress.

4 Tips for Improving Your Release Process

1. Adopt an Agile Development Methodology

Agile development isn’t just the buzzword of the day: it’s the real deal. Agile software development makes it easier to implement changes into software and respond to sudden modifications. Through frequent communication and concurrent processes, an Agile approach gets work done faster and minimizes bureaucratic bottlenecks in your company.

However, Agile is such a different methodology that the learning curve can scare companies off. The prospect of switching systems terrifies many managers. It’s important to bring in experienced Agile coaches who can teach your staff by letting them live the Agile experience.

2. Keep Documents Updated

Documentation is vital for technical projects. Change logs, test results, feature requests, and the company budget all pull projects in different directions. If you don’t keep track of these details throughout the project, redundancies and mistakes are more likely to occur. Fixing these problems later slows down releases.

A technical project manager needs to keep documentation up to date and make sure that employees have access to the latest information. Consider assigning the job to someone who can oversee documents across departments, unify the writing style and format, and push notifications out to workers.

3. Consider Technical Project Management Software

Software can help create software. Project management software can make managing technical projects much easier. Switching to software-based project management can cut down on unnecessary meetings that sap valuable time that could be spent developing. Software also helps you keep track of who is responsible for various tasks within a given project. Tracking that data can help you find roadblocks such as underperforming departments or excessive back and forth between departments.  

Cloud-based project management tools will also make it easier to manage projects remotely. Since you can access everything from any device, work-from-home situations and hybrid offices can seamlessly handle projects despite the distance. If you’re not sure what kind of software is best suited for your technical projects, reach out to Project Genetics to learn more about your options.

4. Don’t Rely on Crunch Time

Crunch time has become so commonplace in software development that many companies just assume that if a deadline gets too close for comfort, they can crunch their way out of it. While that might work, it’s not a sustainable solution. Crunch time costs more, burns out workers, and produces more errors.

A smoother approach to technical projects is best. If you want to reach your release dates and put out the best product possible, contact Project Genetics. We can help you optimize your project management and have the latest version out right on time.  

Corporate CPR Episode 42: Strategies for Risk Management with Clay Ogden

On today’s show, we discuss insurance and risk management for your organization.

Clay Ogden could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web.com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives. 

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How Long Does CRM Implementation Usually Take?

CRM, or customer relationship management, is one of the best approaches to boosting sales. Rather than focusing solely on luring in new clients, CRM encourages your company to target existing clients with personalized attention and messaging. Repeat business is easier to get than new business, which is why CRM has become such a popular method of increasing sales. However, successful CRM calls for new tools that facilitate interactions with customers. CRM implementation takes some time, but it’s worth the wait.

How Long Does CRM Implementation Usually Take?

Factors to Consider

The exact time it’ll take for your company to deploy a CRM system depends on several variables. From a technical perspective, a cloud-based CRM software suite could be up and running in as little as a month, given enough resources. However, your CRM software needs to be tailored to your company and the products or services you offer. Customizing your CRM system may add a few weeks to deployment. Data migration is another variable to consider.

Ideally, you’d upload data from existing systems to make your CRM system productive from the day you launch. If you leave old data in the dark, expect a longer wait to see a significant return on your investment. This is where the experience of your team comes into play. Do you have experienced IT personnel who can handle a large data migration? Do you have CRM experts? If not, consider bringing in outside help.

Starting From Scratch

If you’ve never used any sort of CRM tool before and you’re looking to add it to your business, you can get up and running faster. If you’re a small company or a startup, you might be able to use your CRM tools in as little as a month or two. Larger enterprises may need a few more weeks given the breadth of their client base and diversity of products or services. However, even large companies can get moving quickly.

Cloud-based CRM tools scale very easily. From a system perspective, there isn’t much of a difference between a CRM user with 10 clients or one with 10,000. Data transfer to the new system becomes the main challenge for large enterprises. Finally, you have to consider employee training needs. A long CRM project could take up to three or four months to complete if there is a lot of data to manage and many people to train.

Upgrading Existing Systems

How long does it take for companies that already use CRM in their workflow? Upgrading a CRM system to a more versatile one is usually an easier process than starting from scratch. System setup time is similar, but your staff can adopt a new platform faster since they’re familiar with CRM tools. Data transfer across systems is also faster since data is already organized.

Whether you’re looking to start fresh with CRM or you’ve got an aging system in need of an upgrade, CRM is always a worthwhile investment. If you need help implementing CRM in your company, contact Project Genetics to learn how we can get your CRM system up and running.

Corporate CPR Episode 41: How You’re Doing Social Media Wrong with Katie Brinkley

On today’s show, we discuss how you are doing social media wrong and ways to be more effective.

Katie Brinkley is the creative owner of a successful boutique social media marketing agency with a focus on trending social media platforms and how to leverage them to grow your business. A trained media professional, Katie quickly found her passion for social media with the advent of MySpace and is now the leading Clubhouse coach in the fast-paced, everchanging space of digital marketing. Next Step Social Communications provides a variety of services from training and coaching entrepreneurs on their finer points of social media, to a full-blown, done-for-you social media management. Her expertise is highly regarded and sought-after. 

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How to Apply Enterprise Project Management in the Real World

Enterprise project management (EPM) is simply the oversight and control of all ongoing projects within an organization. An EPM formulates a company’s overarching strategy, aligning that with departmental tactics and operations, creating an organizational synergy to efficiently achieve the desired goals while correcting inefficiencies and identifying new opportunities. An EPM can resolve several issues many companies face. Here are just three.

3 Real World Applications for Enterprise Project Management

1. Improve Efficiency Following a Merger and Acquisition

Change tends to slow people down, and there are few greater changes in business than a merger or acquisition. Recently, Elon Musk’s proposed takeover of Twitter dominated the news cycle. Speculation was rife regarding potential changes in the social media platform’s business methods and organizational structure. Imagine how that speculation would multiply when two fully staffed companies with distinct operational styles become one.
A quick, smooth transition is necessary to alleviate fears and confusion, sort out staffing issues, and devise goals and strategies for the new company. Delays can create stock prices to fall and the merger to fail. A strong EPM team is necessary to plan and implement the integration of the two companies into one. 

2. Inform Critical Decisions With Reliable, Consistent Data

In the entertainment industry, several platforms have merged in recent years. CBS and Paramount are one example, Disney and Marvel Studios another. While each studio maintains its own budget, properties, and strategies for series and film development, the umbrella organization needs to have its eye on the bigger picture (pun intended).

Each division needs to report its data in the same manner. Time is money. The amount lost converting differing departmental spreadsheets into a detailed overview could cost millions. Keeping everyone on the same page is imperative. An EPM team can install unified portfolio management to achieve that aim, enabling the streamlining of resources while simultaneously improving the capacity to plan new programs, which, in turn, drives growth and creates further opportunities.

3. Improve and Innovate Your IT Department

Every major business relies on its network in the current digital economy. Most people view IT as the people in the shadows who keep the network up and running, avoiding bottlenecks and enabling work to be delivered on time. Then there is the security team, which polices the network to repel outside threats and ensure protocol compliance within.  

Increasingly, however, companies are integrating network and security teams to great benefit. Not only does a unified NetSecOps achieve better network performance with greater cost efficiency, but it also accelerates incident detection and response while lowering risk. Solid EPM creates greater transparency across an organization, allowing IT to operate to its full potential in terms of both network maintenance and security.

Whether your company is undergoing a merger or acquisition, is simply diverse in its nature, or is getting in its own way thanks to its siloed structure, bringing in an experienced EPM team is the solution that will have everyone pulling in the same direction. Book an introductory call with Project Genetics now to learn how we can help you. 

Corporate CPR Episode 40: How to Balance Cyber Security with Employee Experience with Denis O’Shea

On today’s show, we discuss how to appropriately balance your company’s cyber security with your employee experience.

Denis O’Shea founded Mobile Mentor in New Zealand in 2004. Since then, the company has helped millions of people unlock the full potential of their technology. In 2017, O’Shea moved to Nashville, Tennessee to launch the company’s US business, with a focus on securing the mobile workforce in industries such as healthcare, education, finance and government services. 

Mobile Mentor is a global leader in the endpoint ecosystem, helping clients to navigate the right balance between security and employee experience. The company was named Microsoft’s 2021 Global Partner of the year for Modern Endpoint Management primarily for their work helping Alive Hospice safely treat patients during COVID 19. In addition to being a top Microsoft partner, they are also certified by Apple and Google. Mobile Mentor has recently worked with Vanderbilt University Medical Center, Michigan Medicine, Mayo Clinic and the US Coast Guard. 

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Need to Improve Your Project Recovery Process? Consistent Documentation Is Crucial

When you think about it, project recovery is a project in and of itself, whether or not a special team is assigned. A slight dip in performance can suddenly spiral when proper control isn’t exerted. Documentation may be the most critical aspect in preventing a project’s freefall. Proper reporting defines the project’s scope, cost, and schedule and identifies relevant and irrelevant concerns. Accurate and concise documentation can answer several questions critical to recovery.

Should the Project’s Scope Be Reduced?

From the outset, it’s advisable to set a rigid scope for any project. Scope creep can be highly detrimental to success as it promotes inconsistency and change that create frustration and other issues related to morale. With that in mind, project managers sometimes set a fixed scope that is too large. If documentation reveals consistent failures to deliver tasks on schedule, it may be appropriate to consider reducing the project’s scope.

Should Some Tasks Be Put On the Fast Track?

Again, project failure is almost invariably a case of things not happening or not happening within their allotted deadline. Rearranging priorities is one possible solution. Suppose certain tasks cannot be completed in their designated timeframe. In that case, the answer may be to allocate further human resources or work hours while reducing staff or setting tighter deadlines for tasks consistently being completed well in advance. Documentation allows the recovery team to identify both areas and make adjustments.

Is Overtime the Answer?

Management and executives never like the idea of paying overtime. It can put a project over budget and definitely affects profit margins. Some employees like the notion of a larger paycheck in the short term but can become disillusioned when the hours begin to mount over an extended period. 
Overtime is a better solution when data suggests the project can be quickly brought back on schedule. Conversely, overtime with no end in sight is a high-risk, low-reward solution. It’s advisable to set and stick to a limit on overtime hours.

Is Recovery Absolutely Essential?

No one likes to have a loss on their record, but here’s the thing. Conditions change, sometimes beyond our control. The COVID-19 pandemic has driven that point home. Project status reports should indicate whether work in progress aligns with baseline cost and scheduling projections. Assuming work in progress repeatedly fails to meet those projections or deviations in specific metrics are revealed, the project manager should undertake an updated risk analysis with the following questions in mind:
  • Are there sufficient funds to continue?
  • Should more be allocated?
  • Do unexpected changes necessitate altered priorities or needs?
  • Do these changes indicate the project should be delayed or abandoned altogether?

If the updated risk analysis determines the project should continue but doesn’t present solutions to continuing delays, CEOs should ask one further question.

Should the Project Recovery Be Outsourced?

Sometimes, an in-house project management or recovery team lacks the experience or knowledge to rescue a struggling project. When that occurs, companies should consult a professional project management firm.

Experienced and dedicated project management leaders are ideal partners to rescue flagging projects. Book an introductory call with Project Genetics now to learn how we can help you.

Corporate CPR Episode 39: How Mindset Can Accelerate Change in Your Organization with Robert Overweg

On today’s show, we discuss how mindset can accelerate change in your organization.

Robert Overweg is the founder of the Adaptable Mindset program. He and his team empower people to develop their own Adaptable Mindset, to develop mental flexibility. 

Robert has over a decade of experience in innovation and digital transformation with clients like Vodafone, Liberty global, eBay, Heineken, a variety of startups, and innovative schools. 

He is also an artist and exhibited at the Centre Pompidou and the media biennial in Seoul. 

As a frequent speaker at institutes like MIT, SXSW, and the European Commission. Robert speaks about ways to use tech to work smarter and add value to the world. 

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Developing a PMO Methodology for Mergers & Acquisitions

People have been following the Elon Musk/Twitter saga online and in the news for weeks now, waiting to see if the multi-billion-dollar purchase will actually happen. In truth, however, closing the deal is just the beginning. Integrating mergers & acquisitions can take months, if not years, and more than half of these ventures end in failure. What, then, are the necessary features of a PMO methodology that can deliver a successful merger & acquisition? 

Developing a Successful PMO Methodology for Mergers & Acquisitions

1. Prioritize Culture & Human Resources

People drive any business. Each merging company’s staff will be accustomed to a particular structure, management style, and protocols, and, once the merger occurs, staffing redundancies will arise. These factors can create uncertainty and tension, causing poor performance until resolved. In addition, some employees will immediately resign, while others may lose motivation if they were well compensated in the merger or reassigned. It’s imperative to quickly establish a new culture and address staffing issues to begin a successful transition. 

2. Identify Areas Where Support is Required for a Successful Merger & Acquisition

Support is often necessary to successfully integrate two companies. It’s important to remember that executives at either merging company are unlikely to have experience managing an entity as large as the newly formed organization. Nor is top or middle-management. Hiring an experienced, outside project management team can help bring everyone up to speed while establishing new, company-wide protocols for critical day-to-day operations. In addition, such a team represents a neutral third party mediating between two potentially adversarial groups.

3. Identify Special Needs

In the main, most mergers and acquisitions are like any other, allowing an experienced project management team to develop a basic plan. However, there are bound to be unique situations created by the merger. Identifying these and designing solutions to deal with them improves the likelihood of successful integration. Beyond the merger’s intended goals, special attention should be paid to maintaining workforce morale and customer goodwill.

4. Establish an Effective Project Management Framework and a Master Plan

Successful integrations require an appropriate hierarchy. An executive committee typically oversees merger projects. Its responsibility is to address all details of the merger. If the committee is not chaired by the highest-ranking executive in the new company, the chair should report directly to them. Smaller teams can be formed under the purview of the overarching project management team to handle the unique needs within individual departments or more challenging obstacles to the merger.

5. Monitor and Document Progress

Like any project, integration should be measured in terms of time and cost. It should have a firm budget but also the flexibility to adapt to unforeseen changes and make necessary corrective measures. Reports should be in real time so that the senior committee and the new company’s board are constantly aware of the progress and updated timeline for full integration.

In addition to successfully managing the merger of two companies into one, a clear, focused integration plan that utilizes the new entity’s full resources can also present new, lucrative opportunities not anticipated in the original merger proposal. Learn more about how your merger can benefit from a robust project management methodology. Book an introductory call with Project Genesis now.