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  • Tag Archives: Operational Transformation

    Podcast: Navigating the Current of Decentralizing Leadership in a Nuclear Sub


    Paul Colwell, a dynamic and collaborative leader in high stress and highly technical environments, meets with Podcast host David Lee. Discussed in this podcast is Colwell’s experience as a Naval Nuclear Submarine Officer and the contrasting styles of leadership he experienced from a centralized submarine to de-centralized one. Colwell examines his direct exposure with the Navy’s decision to elevate to a Responsive, adaptive leadership environment that encourages flexibility fit for unpredictable conditions.  This shift allowed Colwell to experience the interworkings of a truly Responsive organization in the high-risk environment of a Nuclear Submarine.

    The book “Turn the Ship Around” by Captain David Marquet is discussed as well as Colwell’s personal experiences that relate to the book’s concepts. In “Turn the Ship Around” Captain David Marquet imagines a workplace where everyone engages and contributes their full intellectual capacity, a place where people are healthier and happier because they have more control over their work—a place where everyone is a leader. Colwell expands on his similar experience with the Responsive environment brought into the Naval Forces. (View for more.)



    Download this podcast: Navigating the Current of Decentralizing Leadership in a Nuclear Sub


    Podcast: Get to Know SWAE and Yuma Regional Medical Center


    An Introduction to Baldrige with the Southwest Alliance for Excellence (SWAE)

    Southwest Alliance for Excellence (SWAE) members Carl Herring and Karen Shepard provide an in-depth introduction to the Baldrige framework of business transformation and it’s application. With the mission to empower organizations to pursue performance excellence, improve outcomes and contribute to the economic strength of their community and state, Carl and Karen discuss how Baldrige methodology holds the potential to positively alters the foundation of many organizations. The discussion was led by David William Lee of MSSBTI.


    Download this podcast: Introduction to Baldrige by SWAE


    SWAE Baldrige Implementation at Yuma Regional Medical Center

    The team of Yuma Regional Medical Center joins David William Lee in an animated discussion of the SWAE Baldrige Framework’s implementation. In the conversation is Robert Trenschel, President & Chief Executive Officer of Yuma Regional Medical Center, Deborah Aders, Chief Nursing Officer and Vice President of Patient Care Services and Woody Martin, Chairman of the Yuma Regional Medical Center. The group discusses their application of the Southwest Alliance for Excellence (SWAE) “Baldrige” Framework for the past 5 years. Discussed is the journey through the implementation process of this business transformation module. The group expands on the execution of this framework in a uniquely high risk, high expectation environment of a hospital.


    Download this podcast: Baldrige Implementation at Yuma Regional Medical Center


    Podcast: Innovative Entrepreneur Josh Hebert


    Born and raised in Arizona, Josh Hebert, an experienced chef and restaurant management consultant, started his career at renowned restaurant Tarbell’s in central Phoenix. After five years at the well-known restaurant, Josh’s quest for food collided with culture as he traveled the world from San Francisco to Tokyo. Shortly after returning to Arizona he opened POSH on New Year’s Eve of 2008, and has since opened Hot Noodles and Cold Sake – a ramen shop in Scottsdale with Japanese-style cuisine. Josh has skillfully blended his vast restaurant experience into a career in restaurant advisory and management.

    Listen in as Josh and David Lee talk about the future of restaurants.

    * This podcast was recorded prior to the passing of Anthony Bourdain.  We honor and thank Mr. Bourdain for his outstanding contributions to culture, cuisine, and the human condition.




    Podcast: From Nearly Turned Out to Successfully Turned Around with Tim O’Neal


    With nearly three decades of experience working in the thrift industry, Tim O’Neal has spent the past 18 years focused on the mission of fighting unemployment in the state of Arizona. When O’Neal was brought on with Goodwill of Central Arizona, the organization was in serious financial trouble and at risk of having its membership removed by Goodwill Industries International.

    O’Neal’s arrival marked a turning point in the 70-year history of the organization, and his leadership was instrumental in keeping the organization running by increasing retail operations by 3000 percent during his tenure as the Vice President of Retail Operations

    During this Podcast, we discuss the transformation and growth of Goodwill of Arizona into one of the top 3 Goodwill organizations in the world.

    If you would like a tour of Goodwill of Central and Northern Arizona’s facilities contact Tim at





    Get Ready for the Next Wave of Disruption in Data and Predictive Analytics

    Data Analytics

    In the last article (Predictive Analytics Ain’t No Crystal Ball), we introduced some fundamental concepts on predictive analytics and how powerful it can be to drive business values. With the increasing computing power and the rapid development of artificial intelligence (AI), the combination of AI and predictive analytics on big data is the next big wave, enabling businesses to realize business values deeper, faster, and at larger scale.

    In this article we will talk about what disruptive innovations in the data and analytics world consists of, the next wave of disruption where AI is combined with predictive analytics, and what it means for your business. We will provide examples of the benefits in taking advantage of this upcoming innovative disruption and briefly touch upon how to better prepare your business for it.

    Just like the rise of Uber disrupting the traditional taxi business by completely changing people’s commute behavior – disruptive innovations are also happening in the data and predictive analytics realm today. “Disruptive Innovation” is defined as technologies that emerge to challenge established incumbent businesses, i.e., the traditional way of people doing things. It is not a marginal improvement to make things a little better, but a fundamental change that make the old things obsolete.

    The first wave of disruption in data and analytics arrived about 10 years ago, when coding-based data analytics platform is transformed into visual-based platforms. And with that comes the era of modern Business Intelligence, where data are visualized in an interactive and code-free environment and have since then been realizing true business values.

    Now we are sitting on the horizon of another market disruption – “Augmented Analytics” where predictive analytics is combined with the power of artificial intelligence (AI). When the power of predictive analytics is enhanced by booming development in machine learning and AI, it will be capable to drive real business value at scale and speed that precedents our wildest imagination. 10 years ago, we struggled to find a handful of machine learning/AI enabled business applications. In 10 years, we will struggle to find any that don’t.

    Disruptions are happening in the data and predictive analytics market, starting with the emergence of Business Intelligence – a new way for data visualization.
    As someone who has been conducting data science research and predictive analytics for a while, I have lived through the time where all analysis was done through hardcore coding. To conduct an accurate business intelligence analysis and understand the patterns in the data, I need to write codes to slice-and-dice the data in different ways, and then write codes to visualize the results from the segmentations. To conduct predictive analytics and uncover hidden insights from the data, I need to write codes to formulate the regression model and test different variables to discover which are the significant ones and quantify the impact. With all the potential variables that might have significance, it usually takes weeks, or even months, combined with good luck, to achieve a statistically meaningful and business sense-making discovery from the data.

    These deficiencies: the lack of scale, speed and application are indeed the factors that have been stopping traditional business intelligence and predictive analytics from driving real business value. The current business world is discovering bigger and more complex data and is in need for strategic analytics that demands faster time to reach actionable insights. The gap between business needs and reality is the reason that data analytics still has limited applications in the business world despite the length of time it has been around.

    But the bright side is on the horizon. With the increasing computing capability and the power of AI, analytics will see enormous improvements on scale, speed and application. And along with these innovative changes, there comes the disruption in the data and analytics market. The first wave of disruption happened about 10 years ago, where coding-based data analysis platforms start shifting towards visual-based data discovery platforms. With that, tools like Tableau, Qlik and Microsoft Power BI emerged to disrupt the market and completely change the way analysts visualize and present their data. Because of this disruption, we officially entered the world of widely implemented modern Business Intelligence.

    Of course, there is a learning curve to these new tools but after basic use, the return is enormous. The visualization enabled by these tools exceeds the wildest imagination of coding-based platforms. Being code-free, fast, and interactive – this disruptive innovation brought data visualization and BI to another level. With this power, firms start to realize the benefit of BI and you would be pressed to find a large enterprise who does not have a business intelligence group, crunching data and developing dashboards to help the business. In Gartner’s 2017 survey for “Magic Quadrant for Business Intelligence and Analytics Platforms” more than 65.4% mid-size enterprises reported ‘excellent/good’ when answering how well various business benefits were achieved from implementation of analytics and BI adoption.

    The disruptive innovation does not stop at Business Intelligence. The next wave of disruption is going to be in the next level: Predictive Analytics.
    Although the breakthrough in BI has been proved to be great in helping companies understand the question “What is happening?” with their data, the journey does not stop here. Since there are so much more can be done with data, especially through predictive analytics. Using predictive analytics, we would be able to answer much deeper questions beyond “what happened?” into questions like “Why it happened?” or “What could happen?” and “How can I improve it?” – In other words, predictive analytics looks into the future and provides actionable insights to directly drive business values.

    The lack of speed and scale is again the roadblocks keeping predictive analytics from being practical and driving real value. It usually takes weeks, if not months, to run millions of regression models with different combinations to identify key influencers and develop hypothetical scenarios to predict the impact. This is again where AI can come in and help. Compared to the BI breakthrough, we are now at a point where we are expecting another market disruption with “Augmented Analytics” where predictive analytics is combined with the power of AI. Gartner uses the term “Augmented Analytics” to address that the idea is not to eliminate human from the analytics loop, but to provide deeper information to the person designing the analytics methodology, therefore to assist better decision making.

    So, what does this next wave look like, and how is it different? The augmented analytics means an augmentation in all the key elements in the data and predictive analytics workflow: data preparation, data modeling to find insights, and the sharing of the insights to make it actionable.

    • Data Preparation. The old process of manual data preparation, investing heavily on human effort to format data, detect data error and irregularity will be eliminated. Under the scheme of augmented analytics, algorithms will automatically detect data quality issues, catalog and recommend enrichment, and build data lineage and metadata.
    • Data Modeling. The old way to conduct data modeling and extract insights is through manual exploration of data using interactive visualization, or through manual engineering and model building to find patterns in the data. Augmented analytics introduces the concept of “Natural-Language Query”, where algorithms find all relevant patterns in data and bring it to you. The proper models are auto-selected and validated to find the best way to depict the data, and code is auto-generated.
    • Sharing and Operationalizing Findings. In the world of BI and traditional predictive analytics, dashboards, and interpreted storytelling are the way to go. It heavily depends on users to interpret results, and it further requires users to build scenarios and forecast to make actionable recommendations. With augmented analytics, insights are narrated in natural language or visualizations to focus user on what is important and actionable. It also automatically builds scenarios to make predictions, and then provide concrete recommendations with measurable outcomes.

    Pioneering vendors are eagerly building augmented analytics (AI + Predictive Analytics) into their capability; and early adopters are seeing real return of investments in their businesses.
    In the next 2 to 5 years, augmented analytics would bring yet another transformation in the data and analytics market. Some vendors are already on the forefront of this wave. A few examples include Salesforce Einstein Discovery (a $1.1 million acquisition of the startup Beyondcore), ThoughtSpot, Microsoft Power BI (Quick Insight feature), IBM Watson analytics, SAP Cloud analytics, and much more, infusing AI and machine learning to automate data science modeling. It’s not only the Tech-giants in the data analytics market that are innovating their tool, there are also numerous start-ups in this young and uprising arena, such as SparkBeyond, DataRobot, H2O, and Tellius. This indicates that augmented analytics has vibrancy and promising future. These cutting-edge analytics platforms are already being used by Fortune 500 companies in the Finance, Manufacturing, Life-Sciences, Energy, e-Commerce, Internet and Healthcare industries.

    These early adopters are seeing real returns from using “Augmented Analytics” in their business. A large US bank has partnered with one of the AI analytics platform to transform into a more customer-centric organization. With a large customer base, bankers and financial advisors knew they could work better together if they had a more complete picture of customer interactions. With the predictive tool, it has been able to reduce data siloes and better understand their customers. In the wealth management business, for example, analyzing client flows can be complex. Cash movement inside and outside the company could be completely normal between a customer’s accounts, or it could be an indicator that a client is broadening a relationship with another wealth provider. The partnership with augmented analytics helped U.S. Bank cut through the clutter and understand client flows more completely, so they could act on them appropriately.

    The tool also provides the U.S. Bank team with more information and insights about all their customers and present opportunities to deepen relationships using customized approaches. As the 5th-largest commercial bank, the company wanted to better understand the overlap between their retail banking clients and their wealth management clients. They began by analyzing which retail banking customers are most likely to become new wealth management clients. They found that wealthy young clients between the ages of 20-35 are more likely to transition into wealth management. This was a surprising insight as it was previously believed that more mature clients were more likely to pursue wealth management. The US Bank team can now use this insight instead of long-believed intuition to develop more targeted marketing strategy to convert retail banking clients into wealth management.

    Ten years ago we struggled to find a handful of machine learning/AI enabled business applications. Ten years from now we will struggle to find any that don’t. Disruptive innovations can be intimidating at first, but it won’t stop because you choose to ignore its approaching. The best strategy is to prepare and get ready for it – starting with baby steps. In the next article we will talk about how to evaluate your business’s maturity for augmented analytics, how to prepare your business for it, and how to strategize your analytics practice to take advantage of this technology of the future.

    Podcast: Non-observant People Create Risk


    People can be categorized in one of two ways – observant or non-observant. According to Dr. Dean Kashiwagi, it is non-observant people that cause risk and inefficiency in an organization by not looking at their surroundings to understand what they should. They collect too much data to help make decisions, thus creating risk in their organization. So, how do you minimize risk created by non-observant people?

    In this podcast, Dr. Kashiwagi and David Lee discuss and debate this unique and controversial perspective.


    Prosci Change Management Training and Certifications

    Prosci® Change Management Training and Certification

    It’s a well-known fact that 70% of all change efforts fail to meet their objectives. However, 94% of organizations that apply affective change management meet their objectives. Excellent change management makes a project nearly five times as likely to come in on schedule and twice as likely to come in under or at budget. Moreover, Change Management is proven to:

    • Increase probability of project success
    • Manage employee resistance to change
    • Build change competency in the organization

    Prosci’s Change Management Program gives organizations the knowledge, skills and tools to drive successful change initiatives. The programs come in different flavors depending on the needs.


    Course Length Description Who should attend Class Size
    Practitioner Certification Program 3 days This program trains and certifies participants as Change Management Practitioners through application of Prosci® tools, research and methodology. Individuals and teams responsible for managing change and/or building the change management competency within their organization 8-16 participants
    Sponsor Briefing 4-6 hours The program prepares leaders to embrace their role in effective change management. Executives and Senior Leaders who authorize and lead change 10

    participants maximum

    Manager Program 1 day This program helps managers and leaders learn how to maximize change investment, avoid common mistakes, and manage resistance. Managers and supervisors who oversee and help employees impacted by change 8-15 participants
    Employee Orientation 1 day This program is based on the Employee’s Survival Guide to Change and the Prosci® ADKAR® model. Employees who ultimately bring change to life through adoption and utilization 10 participants maximum
    Delivering Project Results 4-6 hours This program is designed to introduce change management to project managers in frameworks familiar to them. Project Teams
    Project Managers & Leaders
    Solution Developers
    LEAN & Six Sigma Practitioners
    Operational Excellence Practitioners
    Organizational Development Consultants
    10-15 participants


    Expected Outcomes

    • For 3-day certification program, certified change practitioners who have the tools, knowledge, and skills to advance change in the organization
    • Clear understanding of the importance of change management and how it integrates with other disciplines
    • Access to the Prosci® eToolkit (all programs)
    • Strong understanding of the process methodology, framework and resources (all programs)


    • For 1-day programs, a better understanding of Change Management as it relates to the role and goals in the company
    • For the 3-day certification, a deep understanding of methods, tools and applications of Change Management that can be immediately put into practice
    • Increased realization and return from changed projects
    • Better and faster adoption, utilization and proficiency for Change projects
    • Increased ability to maintain or improve productivity during periods of change
    • Higher retention of valued employees during periods of change
    • Increased competency for managing change across the organization
    • Greater ability to sustain change and achieve long-term goals after projects are completed


    • Any change project, large or small, at the individual and organizational levels


    • All workshops can be performed at MSSBTI facilities in Central Phoenix, AZ or onsite at the client location

    Client Reviews

    “I think Prosci will help me to manage up, persuading leaders to take a more deliberate approach to change.” Matt J., Maricopa County Community College District

    “This was great training! It was thorough, right level of information delivery and was interactive.” Kevin B., Maricopa County Community College District

    “Eye-opening class. I came in a bit resistant, but quickly became engaged.” Stanley A., Tacoma Public Utilities


    How Adaptive Is Your Supply Chain?

    adaptive supply chain

    Utilizing a Digital Modular Supply Chain to Respond to Change

    The outlook for American consumer spending appears to us to be improving, with consumer confidence growing, and a labor market and wages trending higher. Consumers preferences are changing and the fast-paced customer-driven market has raised the bar for speed and quality for new products and customer service.  So how can companies anticipate, adapt, and respond quickly to changes in consumer demand and trends?  Gartner’s 2017 Supply Chain Top 25 identified digital-modular supply chain services as a key trend that is accelerating the ability of supply chains to adapt and respond quickly to different business needs and outcomes.

    Digital Supply Chain

    Supply chain digitization leverages technology to connect, integrate and manage the end-to-end process and to enable a supply chain infrastructure from which other supply chain capability can be added or combined.

    Modularization of Supply Chain

    A modular-based supply chain is a set of interchangeable components, that can be combined or re-combined into a system of strategic, planning and executable components.  Each component is designed to contribute to the overall business goal, and integrates and shares information with other components of the business model.

    Combining the benefits of a digitized supply chain with modular-based supply chain capabilities enables a connected, integrated adaptive business model that allows companies to move quickly and flexibly to support different business needs and outcomes.

    How Adaptive is Your Supply Chain?

    Being an adaptive supply chain hinges on your ability to change. Adaptive digital supply chain organizations can quickly add or modify products, add or modify capabilities, or consolidate components to maximize efficiencies or improve customer experience.   Every industry has its own rate of change, depending on its products, processes and customer requirements. Individual capabilities can lose value overnight, driven by shifts in the economy, competition or disruptive technologies, but competitive advantage is directly correlated to your ability to change.

    Adaptability is related to how to well a company can continually transform its business to find sources of competitive advantage. The key capability of a digital modular supply chain is that it is strategically aligned, digitally enabled and focused on being adaptable for competitive advantage. Using this approach, allows for a best of breed customized bundle of modular services to be carried out where it is most cost effective and profitable to do.

    My next articles will discuss how you can implement a digital modular supply chain to address changes in market demand and achieve cost and profit strategic objectives.

    Podcast: Supply Chain – from Process to Integrated Performer


    This Podcast discusses supply chain the transformation point of view. Specifically, we are considering what organizations can do to ensure that their supply chain is adaptable and able to absorb disruptive forces. We exist in volatile and uncertain times with high variability that can have massively disrupting impacts. How does a leader prepare and transform its organization to thrive in such an environment?

    Dr. Greg Grindey heads the Public Sector Solutions Department at LLamasoft, Inc. overseeing projects in the military, Government, and Global Health spheres. He joined LLamasoft in October, 2008 after working for the previous 6 years at Northrop Grumman, and has worked for the past fourteen years as a senior analyst for the United States Transportation Command at Scott Air Force Base, Illinois, first under the Strategy, Policy, Programs, and Logistics directorate (J5/4), and most recently with the Joint Distribution Process Analysis Center (JDPAC).

    Sr. Director of Planning & Procurement at Katerra, Heather Tammelleo is an APICS Certified Supply Chain Professional and S&OP certificate holder, and a graduate of Arizona State University. She has nearly 15 years of progressively responsible supply chain experience across a number of organizations and industries. Throughout her supply chain career, Heather has focused on development of meaningful metrics that drive organizational focus and action. Among these are inventory management, customer fill rates, forecast accuracy, etc.  Additionally, she is an experienced leader in driving the development and implementation of, and continuous improvements to Sales & Operations Planning (S&OP) processes.

    Download the full Supply Chain podcast


    Mitigating Supply Chain Risk: What the Military Does and You Should Too

    transformation of US military supply chain

    Greg Grindley, supply chain expert, shares how in 2001 the US military looked at long-term needs and risks in their supply chain to military forces in Afghanistan to completely transform their process.  Delivering supplies to a land locked region was not without challenges including cost, delivery time, and limited routes.  By assessing potential problems, the US military was able to plan ahead and prepare for a hypothetical situation that did materialize.  Military leaders shifted supply routes and within a few months were able to deliver 85% of the fuel flowing into the region and a large portion of general cargo.  By modeling “what if” scenarios, the military was able to look ahead and make contingency plans while minimizing risk and exposure.

    Link to the full article