When it comes to your current and future states of your business processes and systems, a critical component is the people involved. However, sometimes we overlook this and identify gaps later than would be ideal. Let's see how Swiss cheese can help us.

Whenever we're planning changes to how a business process or system functions, a bunch of information is captured upfront as part of meeting notes, research, and documented requirements. One of the challenges is how to organize these during the discovery phase, so let's see how three passes helps make this process easier.

Organizations that are just starting their digital transformation programs often face challenges around documentation and understanding why a business process or system is not working as expected. Let's explore how test scripts solve both of these challenges.

Imagine you're in the back of an Uber on the way to a meeting and need to get up-to-speed on how your organization has engaged with this account thus far. You're staring at your iPad: what is on the first page in your BI dashboard?

Most organizations fixate on the licensing costs of their cloud platforms and SaaS applications, although when purchasing decisions are made, the cheapest does not always translate to being the most cost-effective.

Teams within your organization may start using AI to solve specific challenges, but letting each group attempt to self-organize increases the likelihood of missed opportunities and potential inefficiencies.

While AI can generate meeting summaries, you should think twice about whether it makes sense to go down this path at your organization. Let's explore why and how to do it if you're adamant.

Practically everyone has been in a meeting that should have been an email, Slack message, or quick screen recording. However, so many organizations continue to perpetuate the cycle, even though async collaboration increases productivity.

Even though you might be excited to drive digital transformation within your organization, you'll likely encounter folks that do not share the same level of excitement. Let's discuss why people resist changes and how to help them adapt.

Yesterday, we explored how to identify and prioritize use cases for AI, which is fundamentally based on a bottom-up approach for auditing and documenting use cases by observing process execution and system usage. The same method applies if your goal is to recognize efficiencies through automation.

Figuring out where to integrate AI into your organization is a challenging exercise, as the viability of each use case requires granular understanding about the business process, people, and systems involved. However, it's also essential to consider where AI can assist in streamlining and enhancing how you work.

A powerful use of AI is identifying accidental white space in how your organization positions itself and executes its business processes. Let's explore how to find and fill these gaps using data and AI.

When digital transformation projects come to an end, we consider those changes to business processes or systems as being done (for now). However, this does not mean that we're also stable. Let's use a metaphor to see how done and stable are not the same, then we'll take a look at three points to help assess stability.

To help your organization estimate the total cost of ownership for a new technology platform, let's look at how to structure your estimates, why these costs are essential, and where deeper due diligence can prevent underestimating or missing key items.

Embarking on swapping or adding technology platforms involves a mix of one-time and ongoing expenses, although organizations often are bound when their estimated costs are too low, thus running into budget constraints.

Plenty of folks have talked about how to use generative AI to write or edit emails, even crafting an entire marketing journey with a single prompt. Let's take a look at a small but mighty use case, plus two prompts to use as a starting point.

A common mental trap that you can fall into with digital transformation projects is assuming that less vendors results in less complexity. However, this is highly dependent on knowing how mature and complete the set of features are that you're using.

When working on large initiatives or managing multiple clients as a consultant, you likely get messages late in the day that deserve more than a quick response. Use these easy techniques to let the sender know you're aware of it.

Sharing async screen recordings is a great way to collaborate, especially if you're collaborating with teams in distant timezones or your calendar is overcommitted. However, there's a lurking issue that is easy to mitigate, yet so many people encounter it.

An area where you have complete control is how to maintain and grow your own productivity. Finding what works well can unlock your ability to make a larger impact in your organization, and potentially open doors to new opportunities elsewhere.