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Welcome everyone to another episode of Dynamics Corner, the podcast where we dive deep into all things Microsoft Dynamics.
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Whether you're a seasoned expert or just starting your journey into the world of Dynamics 365, this is your place to gain insights, learn new tricks and answer.
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Of what is change management, I'm your co-host.
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Chris, and this is Brad.
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This episode was recorded on September 29th 2024.
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Chris, chris, chris, we're already three quarters of the way through the year.
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I can't believe it.
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Don't remind me man.
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It went by fast, Lots of changes.
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Soon lots of changes.
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Speaking of changes, did you update your phone to the new iOS 18?
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I did last week.
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I 18?
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I did last week, I did, I did last night and I also updated my Mac to the latest OS 2.
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Oh, I have to do that.
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You have to do it Because the two of them together is amazing.
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There's a lot to it.
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That's a change.
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A lot of changes into your behavior.
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The iPhone mirroring is my favorite.
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I wish I had a.
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I learned how to change management that process but you could demo better now with your mobile device.
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Right, you can do everything better with it's.
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You can open up apps on your phone, on your mac it's amazing a lot of changes all new changes.
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I'm learning to figure out, but speaking of changes.
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Today we had the opportunity'm learning to figure out, but speaking of changes.
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Today we had the opportunity to speak with Nellie J Brown about change management through an implementation.
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I heard the countdown, good morning.
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You heard the end of my countdown.
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You came in 3, 2, 1.
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That's good, yes, yes, good morning.
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Wait 3, 2, 1.
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Am I recording?
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Yes, you're recording.
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You tell me.
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Yeah, yeah, I know we're recording.
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We just had to give you know we did our little exercises.
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What are they actually Like?
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What do you do?
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Or is that a secret trade secret?
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it's a trade, it's behind the scenes.
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That's exclusive you do the turkey gobble don't tell anyone, chris, it's an all, it's all the turkey, it's just that's just one, uh one process, right, just a turkey gobble and then that's a bunch of other stuff.
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Okay, I was trying to picture stuff.
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Yeah, I was trying to picture what you guys were doing while I was waiting no, it's uh, we're going to have, uh an exclusive, all-access vip pass okay for like behind the scenes what happens before the episode what does one need to do to get one of these vipassos?
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it's, it's arbitrary, okay, that's helpful?
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I think really helpful it's really helpful.
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Uh, good morning good morning for taking the time to speak with us.
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I've been looking forward to this conversation for some time and what's interesting is how this came about, because and Chris, I don't know if I shared the story with you or not uh, with how we lined up speaking with Nelly here, and I always want to start singing.
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Which one do you want to sing?
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Do you want to sing Nelly Fatayo?
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Or Nelly the rapper, yeah, yeah.
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That's what I'm saying.
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Give us a verse, Nelly.
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Give us one of them.
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I'm like Give us a verse.
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Nellie, give us one of them.
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I'm like a bird.
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Okay, I fly away.
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Yeah, I'm not going to sing.
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No okay, if you want your listeners to leave right now, I will sing.
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I think, listening to Chris and I will leave anyway, but that's okay.
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The interesting point with this was that I'm a big advocate for test automation as well as source control source code, depending on what you're talking about management which, in essence, is change management for applications.
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So I had come across some information shared by Nelly and I said, oh, this is a great topic to have on the podcast.
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So we started talking back and forth about change management.
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Yeah.
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The whole time.
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I'm talking about software application change management, and she wasn't.
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No, so then finally after we went, we exchanged back and forth, you know, talking about the podcast, talking about what we could talk about, going on.
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She goes.
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Wait a minute.
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I'll tell you what did it, but yeah, no, you can tell me what did it Go ahead?
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Well, he says something about C-A-L-A-L extensions.
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I know roughly what that is with Business Central Online, the new whatever, and I'm like I don't think we're talking about the same type of change management, Brad, but it's still interesting.
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So I mean, I don't know how interested you'd be in-.
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How long did that conversation go it?
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went for a bit until it was like, okay, yeah, but it was fun, and then we realized we were talking about two things.
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Which is important.
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It's important to distinguish between those two.
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It was important and it also brought light to me and ever since that conversation, I don't know if it's like when you buy a new vehicle, yeah, everybody on the road has that vehicle, yeah, but now all I hear is change management from the implementation side, which I never put a term on it, but we all speak about and I'll talk about because it's an important part of an implementation so it's, someone will either go through an upgrade or uh implantation damn it, I was gonna do it first, oh see implantation.
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That's the other part, because you know how my old eyes I don't know who had the typo was it me?
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The typo was you yeah see, I don't even notice these things because my eyes at this point uh, we did a typo, or shouldn't miss.
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Nelly did a typo for implantation yeah, and then I realized it, and then I was like, oh shoot, I'm an implementation.
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And then it was like no, actually implantation makes sense, because you're sort of implanting a thing into an organism which is the organization.
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So now it's implantations.
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There you go.
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I'm just going to say that I'm going to coin that.
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Yeah, I'm coining it.
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It makes sense it makes sense, but to take it back.
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You know, this is what we talk about often.
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Is you know and I don't even know if the word is proper, like you know, user adoption, or what an organization has to go through as they migrate to a newer version of an ERP application or any application?
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I mean the change manager is not just ERP that's the focus for what we talk about but anything that you're introducing new to an organization.
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It's not only the application that you need to manage the changes, for it's the business.
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And how can you implement that within an organization to make sure that you have that?
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Is it user adoption?
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Is that the proper term?
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I don't like that word so much because I mean I always use this example when we went from an older ERP that nobody's heard of to Business Central online, we had 100% user adoption because we turned off access to the old system.
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I mean that to me is like okay, I can say it was a success because 100% user adoption.
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You forced them into it.
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I forced them into it, we forced them into it, but how do they feel about using it?
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What were the challenges, the struggles?
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All of that is not captured in, I think, adoption rates.
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So I like to say, like embracing, or you know something along those terms, how are people embracing the new solution?
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And that's what you know, really the focus of the type of change management that I'm interested in when we're implanting new solutions.
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And it's a vital part of an implementation.
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I think it's even more important than the application, because without the user acceptance, user adoption or the users being able to use the application, it can't be successful.
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Because if a user cannot do what they're tasked to do in their job, then it is not a successful implementation.
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At the end, if you look back at it, the application may work perfectly, but if it doesn't work perfectly for a business or the users don't know how to use it, then you have a problem.
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Well, there's a change formula that I always refer to.
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This was coined or developed by General Electric when they were developing their change management practice or philosophy in the 90s.
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So it's E equals Q times.
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What is it Q times?
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The effectiveness of a solution is equal to the quality of the solution times the acceptance of that solution.
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And it's multiplicative.
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It's not addition.
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It's not like the quality of the solution plus the acceptance.
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It's times the acceptance.
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So if you have zero acceptance, the value of your solution is zero.
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It can be an amazing product and an amazing solution that nobody uses.
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Then what's it worth?
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that nobody uses, then what's it worth?
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Yeah, I like the difference.
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You made that adoption and embracing and accepting it's very different.
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Adopting you have to use it right.
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You're adopting to it.
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Do you like it?
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Was it successful?
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Did it do exactly what you want it to do?
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It's different Because a lot of people tend to, you know, be upset for a couple months and eventually they'll embrace it.
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But it's a tough, you know, couple months that you have to unravel.
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And I still hear it's been four years since we went on Business Central Online and I hate this system, I hate this piece of stuff, you know, but that's, I think, because we did change management wrong in the beginning.
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A lot of that.
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Before we jump into that and continue on talking about that fancy formula as well as the topic of change management, would you tell us a little bit about yourself?
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Yeah, sure, okay, I don't know.
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It's been a winding road.
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I was kind of in the academic world and I did a master's in political science and then I was doing a PhD in bioethics and I just kind of got jaded in the academic world.
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It was just not where I wanted to be and I ended up in a business development role, which is where I'm working now.
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Um, and it was nothing that I ever imagined I'd be doing.
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I grew up thinking like ew, business, ew, it's gross, it's like icky, I don't like sales.
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And then I fell in love with that and then, and just the whole psychology of sales and interactions with people and that whole piece of it.
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And then, um, I think you know things really turned around when we were we were acquired, we were a distributor for my current parent company and um went through an acquisition.
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We were on the acquired side and that came with a whole slew of changes, one of which was the new system, but it was compounded and embedded in a much bigger change, a cultural change, branding change, um, you know, like how we our processes, all of it, and one big piece of it was the business central implantation.
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It was hard and that's how I got involved in change management because I was responsible for the for a team that was going to be adopting and using this system, and they hated it.
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And we got a lot of pushback, a lot of questions and I, you know, like, what are we doing wrong?
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And that's when I started researching and I didn't even know there was a thing called change management.
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And then I got certified by, like the leading change management certification organization, prosci, and that was kind of the start of it, and I've been researching and looking at different ways to do it and really I think the conclusion I've come to is that it's common sense A lot of us do change management and just don't even really call it that and it doesn't have to be complicated, but it does have to consider complexity, because people are complex and systems are complex.
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So, anyway, it's just this whole thing that I fell in love with and I started applying those principles actively in my organization and my team and also outside of our location, and it makes a difference.
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It makes a huge difference in how people feel about using the system and the success rate, however you want to define that.
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It is, it's a huge part of a successful implementation.
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And to hear that someone's not happy with the system.
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I take a lot of those comments with a grain of salt, as they say, because you can't please everybody.
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But if you have that much dissatisfaction, misery breeds company.
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I guess you could say so.
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If you have someone who's dissatisfied, you have to figure out why.
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And is it that they weren't properly trained?
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Is it that they're just somebody who doesn't understand what they're doing, or what they need to do, or why they're doing it?
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It's important to find to it.
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But when it comes to change management, how would you define or explain what change management is for an implementation?
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Yeah, so usually I refer to two quotes and then I'll elaborate on those.
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So you're familiar with project management.
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There's a quote by um Justin Belaski.
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He's really cool, he's on LinkedIn, he's um, he does these uh posts on his page um, ideally.
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And so he says project management is the tasks to be done and change management is aligning everyone around the tasks to be done.
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So it's getting everybody aligned around the same vision, whether it's the people implementing the solution or the people who are going to be using the solution.
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That's one kind of brief intro into it and how I think of it.
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And the other one is this is by Sharon Connolly.
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She's down in Australia and she says something along the lines of we moved the bread from aisle three to aisle 13.
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Change management is making sure everyone has toast the next morning.
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So think about everything that has to be done to accomplish that, so that it's seamless, so that we still get the value that we're looking for.
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But who was involved in making that happen and what had to happen?
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All of that, it comprises change management.
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So I think of it as the practices, the approaches, the mindsets that enable a solution to be successful and enable the acceptance of a solution and there are many different ways to go about it and lots of tools, but I think for me, context matters the most.
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You have to be aware of the context that you're in, who you're working with, what you're doing, and there's no one size fits all approach.
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I mean, if there's anything I would stress is that you can't just like take a model and plop it into every situation.
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You know it, working with people, and things change as you're going along, as you know, like things come up that you have to accommodate for.
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So you have to be aware of context and be flexible.
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No, it's often overlooked and I know sometimes, working with the implementations, individuals think that oh, it's just because we have a new system, everything will just work, without what has to go behind it, and I like the point that you brought up.
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There isn't a one size fits all to an erp implementation or to any implementation.
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I think there's not many things that a cookie cutter, I think, even cooking cookies in an oven.
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Depending upon the oven you're using, it, may be a slate.
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You can have some similarities, but it may be a slightly different process when you're making your dough like all of it yeah, so you could have a standard there, but it is, and that's one important thing to realize is that you can have a standard that you can follow, but that standard isn't going to apply to everybody uniformly.
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You may have some variances along the way, and also the users that are using it are important.
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So, with the change management identifying what change management is, which is more on the talent side of an organization or a business that they're working with it how can you effectively, what can effectively be done to go through this process of change management or managing changes?
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What type of process should someone follow?
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Can you hold that thought and remember the question, because I forgot to do our game.
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Oh, hold on, Remember the thought.
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Remember the question that you just asked, because I forgot it already.
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I will probably forget.
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The process is something.
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No, I will remember the question.
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Remember the question that you just asked, because I forgot it already.
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I will probably forget.
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The process is something of a no, I will remember the question.
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Okay, I asked you to have your papers and pens and notebooks.
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I have my handy, dandy notebook and my pen.
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Chris, you got yours, yep.
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Okay, so in very few words, like three or four or five words, a short sentence.
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Write down how you feel about business central implementations.
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Very briefly, just write a short sentence.
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What does it make you feel?
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That's hard, I know.
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That is tough.
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You should play some hold music while you think, or like a couple of words that you associate with an implementation.
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Two, three words.
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With what aspect?
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Just in general, With the first thing that comes to mind.
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Whatever, anything.
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That's not the point of the exercise.
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All right.
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Okay, chris is done A little done.
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One second gosh, I'm at a loss of words.
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Believe that, believe that one how I feel about a business central implementation did you?
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did you put something down?
00:17:59.403 --> 00:18:01.366
No no, no, no.
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Okay, I love exercises.
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I like this too, but now see, I take it so serious I put you on the spot.
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That I need to.
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It really doesn't matter what you say.
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That's not the point.
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See, brad, it doesn't matter.
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It doesn't matter, play it, but it doesn't matter, do it.
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It's like adoption right, you gotta adopt, but it doesn't matter.
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It's like adoption right, you can adopt, it doesn't matter, just do it, because I told you to Done.
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Okay, chris goes first.
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It doesn't make sense, but I put the words down.
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Would you mind sharing, Chris, what you wrote?
00:18:33.829 --> 00:18:43.037
Sure, what do I feel when I do a business central implementation, being in this space for quite some time I I show I'm sure Brad has as well.
00:18:43.037 --> 00:18:50.525
I think what I get out of it is the joy um that it brings.
00:18:50.525 --> 00:18:52.423
Okay, so I'll just read what I said.
00:18:52.624 --> 00:18:54.009
Yes, I enjoy that yeah.
00:18:54.800 --> 00:18:58.969
I enjoy the value it brings to an organization for their future growth.
00:18:59.529 --> 00:19:01.894
Okay, cool Brad.
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Mine is similar.
00:19:03.505 --> 00:19:13.209
It's strange but different Because I was pressured.
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I put down, it's a positive journey for success and efficiency within an organization.
00:19:21.840 --> 00:19:22.945
Okay, very nice.
00:19:22.945 --> 00:19:31.711
So next part of the exercise pick up your pen, Okay, Got it.
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Can I see your pen, chris?
00:19:33.255 --> 00:19:35.403
Okay, I'll put it in the other hand.
00:19:35.403 --> 00:19:41.590
Okay, and I hope you're not ambidextrous because you're going to ruin my exercise.