Sometimes It’s the Process That’s Missing, Not (Just) the IT

Today I want to talk about how learning software isn’t always just an IT thing. I’m frequently called in to address a technical skills deficit when in fact the IT skills gap that I need to address is also being blamed for an underlying process-based skills gap.

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Introducing… Discovery Sessions!

A client of mine was struggling with a slow Microsoft Excel-based application. This application brought in data from multiple database sources, and utilized pivot tables to explore, analyze, and summarize that data. My client had requested hardware upgrades from their IT department, which their IT department turned down. IT was right; the problem was with the design of the software application itself, that is, how they were utilizing the resources they had.

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Templates, Audit Trails, and Client Confidentiality

A few months ago, I was the client of another business person. At the close of our business, this person sent me a standard business letter (i.e., date, name/address, subject, salutation, body) with the intent of summing up the transaction. A quick review of this letter made obvious that the business person had opened a previous client’s letter with the intention of using it as a template, but had forgotten to change anything other than my name and address at the top; the information contained in the remainder of the letter was enough to piece together who that other client had been and the exact nature of their business transaction. This oversight/blunder poses a problem in three key areas: the audit trail of the project, client confidentiality, and professionalism. A minor process change could address and alleviate all three.

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Preparing for a Brainstorming Session: Part 3: Mindset

In Part 1 of this topic, Preparing for a Brainstorming Session, I discussed the resources you should have in place to optimize the potential of your brainstorming session. In Part 2, I discussed who to invite. In this post, I discuss how to prep the mindset of your attendees.

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