The ERP Organizational Change Journal

Human Capital in PE-Backed Companies: Strategies for Leadership and Talent Management Episode Overview – PE-backed Human Capital Strategies Today’s episode centers on the pivotal role of human capital in PE-backed companies, emphasizing how strategic leadership and effective talent management can significantly enhance value creation. We explore the critical strategies needed to assess and optimize human capital from the pre-acquisition phase through to the crucial first 100 days post-acquisition. This discussion is designed to equip private equity professionals with the insights and tools necessary to maximize their investment outcomes through robust human capital strategies. Listen in as we unpack the art of merging leadership excellence with talent optimization to drive sustained growth and success in PE-backed enterprises. https://episodes.castos.com/5fc108e0462768-18027408/1740391/c1e-m39mbnng84fovo51-rownwwdjakdm-e5ojid.mp3 Meet the Guest – Private Equity Value Creation Expert Dan Cremons Founder, Accelera Partners Former PE Investor & CEO // Current PE Advisor // Author // 𝘏𝘦𝘭𝘱𝘪𝘯𝘨 𝘢𝘮𝘣𝘪𝘵𝘪𝘰𝘶𝘴 𝘗𝘌-𝘣𝘢𝘤𝘬𝘦𝘥 𝘤𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘢𝘤𝘤𝘦𝘭𝘦𝘳𝘢𝘵𝘦 𝘷𝘢𝘭𝘶𝘦 𝘤𝘳𝘦𝘢𝘵𝘪𝘰𝘯 Dan Cremons is a seasoned Private Equity professional with over 13 years of experience at a top-performing mid-market PE firm. As a former PE investor and CEO, Dan has a profound understanding of the dynamics that drive value in PE-backed companies. He is deeply committed to helping ambitious PE-backed companies accelerate value creation through his expertise in organizational due diligence, leadership alignment, and effective talent management. In 2021, Dan founded Accelera Partners to expand his impact, offering targeted solutions like organizational due diligence pre-acquisition, talent assessment and training post-acquisition, and strategic planning for the critical first 100 days. His approach is rooted in practical experience and is designed to minimize common pitfalls such as lost time and suboptimal growth post-acquisition. Dan is also an author, sharing his insights and strategies in his book which serves as a resource for PE professionals looking to maximize their returns through effective human capital strategies. Connect with Dan LinkedIn: https://www.linkedin.com/in/dancremons/ Websites: Book on PE value creation >> www.winningmoves.co Accelera Partners email: dan.cremons@gmail.com Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com Podcast “The ERP Organizational Change Journal“ LinkedIn

AI and Private Equity Synergy: Fueling Business Transformation Episode Overview – AI in PE Strategies In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies. We talk about how leveraging AI can not only enhance due diligence and decision-making processes but also create substantial value across portfolio companies. Join us as we unpack the innovative approaches that are setting the stage for the future of PE investments, and how these technological advancements can be integrated to ensure robust, scalable growth in Private Equity. https://episodes.castos.com/5fc108e0462768-18027408/1717468/c1e-8785i9x9gxu4v4q5-k5mw67rruvgz-dhqave.mp3 Meet the Guest – AI in PE Strategies Expert George Stelling CEO & Board Member | Driving SaaS & AI Innovation and Business Transformation | Transformation Practitioner & Thought Leader George Stelling is a seasoned CEO, Board Member, and transformation practitioner known for driving SaaS and AI innovation, business transformation, and maximizing profits. With deep expertise in AI, SaaS, technology leadership, private equity, and management consulting, George excels in delivering innovative solutions and value-creation strategies. He has a proven track record in building high-caliber teams, leading transformative initiatives, and crafting digital solutions. His experience spans C-level leadership, consulting, PE operating roles, and board positions, with a focus on digital innovation, AI adoption, strategy execution, and lean manufacturing. George has worked globally, demonstrating a unique ability to deliver strategic and hands-on leadership. Connect With George Website: https://www.lunation.com/ Website: https://www.quadrillionpartners.com/ LinkedIn: https://www.linkedin.com/in/georgestelling/ email: gstelling@quadrillionpartners.com Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com Podcast “The ERP Organizational Change Journal“ LinkedIn Key Discussion Points: AI in PE Strategies 06:45 Segment 1: Leveraging AI for PE-Backed Business Transformation – “Scaling Success: AI-Driven Strategies in PE-Backed Business Transformation” George, considering your extensive background with Lunation and AI innovation, can you elaborate on how Lunation’s platform spe

Effective ERP Communication Strategies for Business-IT Alignment Episode Overview – ERP Communication Strategies In this episode, we dive into “Effective ERP Communication Strategies for Business-IT Alignment.” We explore the essential tactics and strategies to bridge the gap between IT and business teams, ensuring successful ERP implementations and organizational change. Our discussion will benefit IT professionals, business leaders, and anyone involved in ERP projects seeking to enhance collaboration and drive project success. Whether you’re navigating the complexities of ERP integration or aiming to foster a more cohesive working environment, this episode is packed with insights to guide you. https://episodes.castos.com/5fc108e0462768-18027408/1693421/c1e-3251t5xq95b6x6n4-qxnzod4kcpj3-2xtoee.mp3 Meet the Guest – Strategic ERP Transformation Chris Fenning Author | Advisor | On a mission to help IT and business teams communicate better. Joining us today is Chris Fenning, an expert in simplifying complex communications between technical and business teams. Chris is an award-winning author, sought-after speaker, and university guest lecturer based in Limburg, Netherlands. With over 15 years of experience, he has mastered the art of making IT and business communication less painful across various industries and countries. Chris’s mission to help technical and business teams communicate clearly has transformed the way organizations operate, making him the perfect guest to discuss today’s topic. LinkedIn Connect With Chris www.chrisfenning.com Books YouTube @chrisfenningcommunication Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: ERP Communication Strategies 04:56 Segment 1: Bridging IT-Business Communication Gaps Chris, can you explain why communication between IT and business teams is often challenging and what the core issues are? What are some common misconceptions IT professionals have about business teams, and vice versa? How do you assess the extent of the gap, or can you? How can organizations assess the current state of communication between their IT and business teams? Based on your experience, what’s the first step towards improving this communication? 12:35 Segment 2: Effective Communication for Technical Collaboration Switch from recognizing the problem or the gap to effective co

PE Digital Strategies: Digital Transformation and Organizational Change Episode Overview – Private Equity Technology Integration In this episode, we dive into PE Digital Strategies and mechanisms that drive success in private equity firms. We’ll explore cutting-edge strategies for sustainable growth, how to effectively lead through transformational changes and the critical role of Private Equity Technology Integration. This episode is a must-listen for C-level executives, private equity professionals, and anyone involved in the PE ecosystem looking to sharpen their strategic edge and lead their organizations toward a prosperous future. Whether you’re navigating complex mergers and acquisitions, dealing with the nuances of IT governance, or steering your firm through the waters of digital transformation, the insights shared today will be invaluable. https://episodes.castos.com/5fc108e0462768-18027408/1678100/c1e-1g2maj9v02t171k2-gdqgk5dxip94-fx8gjn.mp3 Meet the Guest – PE Digital Startegies Expert Kit Lisle Founder, TheOperators.pe, a peer community for the Private Equity Ecosystem: Career Resource Council and Strategic Growth Council for Operators, plus the Independent Sponsors Council and Trusted Advisors Council. I am committed to being a Net Giver. Professionally, I am a resource for strategic growth planning and decision-making, More specifically, I am dedicated to creating safe spaces for PE-backed executives to collaborate with one another, for one another. This includes: An online community forum for Q&A, feedback, advice, brainstorming, and solving dilemmas (anonymously or openly). A Peer Advisory Councils, meeting online monthly with a dedicated, intentional and consistent group of PE-Backed Executives to solve deeper strategic growth dilemmas. Live, in-person, intimate, mini conferences in which members are the experts. Career support Contact me to learn more or to join our groups! kit@strategicgrowthcouncil.com | 703.867.7269 (Mobile) https://theoperators.pe/ https://acclaropartners.com/ https://strategicgrowthcouncil.com/ LinkedIn Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Key Discussion Points: Digital Transformation strategies in PE 07:28 Segment 1: “PE Digital Strategies for sustained Growth” 1. Kit, based on your extensive experience, what are the key strategies for driving sustainable growth in PE-backed companies? 2. How impo

Transforming Supply Chains: Insights from SourceDay’s CEO Episode Overview In today’s episode, we delve into the world of supply chain management, exploring the challenges and opportunities in Transforming Supply Chains, and how technological innovations like SourceDay’s software are revolutionizing this space. With SourceDay’s CEO Insights, we’ll learn how stakeholders can leverage these advancements for greater profitability and efficiency. Stay with us to understand the landscape of supplier collaboration and get a glimpse of what the future holds in this sector. https://episodes.castos.com/5fc108e0462768-18027408/1636600/c1e-6p8vs1rn78iz2zx4-v0849v66h5r2-syplas.mp3 Meet the Guest – SourceDay’s CEO Insights Tom Kieley - Transforming Supply Chains CEO and Co-Founder of SourceDay As a veteran business owner, Tom knows how to recruit top talent and build a lean team to manage growth. He is also good at conveying company vision and goals to employees, partners, prospects, customers, and industry leaders. But it’s the execution of that vision that makes him such an asset for SourceDay. Tom wears many hats, but his priority is maintaining key relationships and providing oversight across SourceDay. His decade plus of experience in product management and operations, hardware and software sales and supply chain management fosters his creative ideas around how best to achieve the goals that lead to company success. LinkedIn Meet the Host Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. Find out more at nestellassociates.com LinkedIn Transforming Supply Chains: Key Discussion points 04:00 Segment 1: Unified Supplier Collaboration 13:22 Segment 2: Impacts of SourceDays’ Approach 20:26 Segment 3: The Future of Supply Chain Technology 31:12 Segment 4: SourceDays’ Differentiators 33:22 Golden Nugget: Key Takeaway or from the Conversation. Resources Mentioned: Website SourceDay Book Start-Up Lessons Learned Along The Way: Our SourceDay Journey – Tom Kieley & Clint McRee Connect with Tom tom.kieley@sourceday.com Ready for Smart Digital Transformation in Private Equity?Are you ready to take your private equity business to the next level with smart digital transformation? Nestell &a

Industry 4.0 Insights on Harnessing Technology for Smart Manufacturing and Operational Excellence In this episode, we focus on the evolution of manufacturing in the Industry 4.0 era, highlighting Smart Manufacturing Insights. We delve into how changes in mindset and processes, driven by technology, are reshaping the sector. This discussion is particularly insightful for those in private equity, ERP organizational change, and mergers and acquisitions. We explore the integration of technology with traditional manufacturing practices, offering key strategies for operational excellence. Join us for a concise yet rich exploration of the future of manufacturing, where smart manufacturing insights meet practical application. https://episodes.castos.com/5fc108e0462768-18027408/1618225/c1e-484zigv7x7b909jr-7n774mg3tmvm-ekbdu3.mp3 GUEST - Andrew Sparrow WW Vice President: Software & Services XD Innovation I drive New Product Innovation & Optimization projects for companies using cutting-edge tech & software solutions to keep them at the forefront of the 4IRMy Service is the provision of permanent talent & project based sub-contracted resources in PLM, Smart Manufacturing & Platformization4.0I love & thrive in working with some of the world’s largest companies such as Airbus, Capgemini, Dassault Systemes, Ericsson, JLR, TOTAL, Siemens, Sony, Subsea7 & UnileverI’m a big people-person & have spent my life meeting as many people & cultures as I can. At my last count, I am lucky enough to have visited & done business in over 55 countriesSo far my community is approaching 20,000 & continues to grow as each day I try to bring value to that audience through my vlogs, blogs & podcasts XLinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [07:46] Segment 1: The Mindset of Change Andrew, let’s start with the mindset. Why is it crucial for people in manufacturing to change their mindset, especially in the Industry 4.0 era? Andrew, you’ve discussed “start small, empower people & scale fast.” Can you shed light on how manufacturers can adopt this in their operations? You mentioned the value of leadership in your first two responses. With your experience in various global companies, how have you seen the resistance to change, especially at the leadership level, and how can it be overcome? You mentioned in the first question perfection. You have a bit of a mantra against waiting for perfection and promote execution. What is the balance between quality and speed in this transformation? [18:31] Segment 2: Agile Revolutions & Technological

In this episode… We delve into the intricacies of integrating data into the modern digital landscape. Discover how to unlock the Digital Transformations Value that many leaders are tapping into. Uncover strategies and insights that have a profound impact on harnessing the full potential of digital resources and data, ensuring optimum returns and groundbreaking progress. https://episodes.castos.com/5fc108e0462768-18027408/99084274-9984-462a-b843-c23bd51bc327-Episode-Julia-Bardmesser.mp3 Guest Julia Bardmesser CEO of Data4Real, LLC, Julia is CEO of Data4Real, LLC, a Board Advisor to several fintech startups and Chair of Technology Advisory Council of Women Leaders in Data and AI (WLDA). She is a recognized thought leader in data driven digital transformation with over 25 years of experience in building technology and business capabilities that enable business growth, innovation, and agility. Julia has led transformational initiatives in many financial services companies such as Voya Financial, Deutsche Bank Citi, FINRA, Freddie Mac, and others. Julia is a much sought-after speaker and mentor in the industry, and she has received recognition across the industry for her significant contributions. She has been named to engatica 2023 list of World’s Top 200 Business and Technology Innovators; received 2022 WLDA Changemaker in AI award; has been named to CDO Magazine’s List of Global Data Power Women three years in the row; named Top 150 Business Transformation Leader by Constellation Research in 2019; and recognized as the Best Data Management Practitioner by A-Team Data Management Insight in 2017. She holds a Master of Arts in Economics from New York University. Connect www.data4real.com julia@data4real.com LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline [04:11] Segment 1: The Genesis of Data Strategy in Digital Transformations Julia, can you share with our listeners what drew you to the world of digital strategy and data management? How have you seen the role of data evolve in the enterprise space, especially considering your time at leading organizations? Considering your experience in Artificial Intelligence (AI), how does AI intersect with data in driving digital transformation? What challenges do CEOs often face when trying to derive value from their data and digital assets? [14:43] Segment 2: Practical Insights into Data-Driven Business Strategies – Breakdown between tech and strategy When thinking about business strategy, how does data become the backbone for decision-making processes? You’ve worked with and advised several startups. How should

In this episode, we explore AI’s Impact on ERP and how it’s reshaping the future of Enterprise Resource Planning (ERP) and organizational evolution. As the business landscape rapidly shifts, our expert guest David Shapiro offers invaluable insights into the convergence of AI, business strategies, and the nuances of private equity. Tailored for Private Equity Firms, portfolio companies, and stakeholders in ERP organizational change, this episode is a crucial guide to navigating the future of business transformation. https://episodes.castos.com/5fc108e0462768-18027408/3bb6daaa-46bb-41ec-bb12-125424a9d2e7-Episode-89-David-Shapiro.mp3 Guest David Shapiro AI Thought Leader | Strategic & Product Consultation | Independent Researcher David has 16 years of IT infrastructure and automation experience and has worked for notable companies as Cisco Systems and Duke University. During that time, he developed an interest in AI, ML, and large-scale automation. With the advent of generative AI technology, David pivoted to promote his independent research and experiments on GitHub and YouTube, amassing more than 60,000 subscribers at the time of recording. David’s work in enterprise scale IT cloud and automation, combined with his expertise in AI gives him a unique perspective on the impact that AI will have at all levels of a business. Connect https://www.patreon.com/daveshap https://www.daveshap.io/ YouTube @creativedataresearch3835 LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients. LinkedIn Episode Highlights Timeline   [06:10] Segment 1: AI’s Impact on Business Systems and ERP In your popular videos, you discuss how AI can create a post-scarcity leisure class, where corporations can produce more with less. Let’s talk about this in the context of business systems and ERP. Post-Singularity Predictions – How will our lives, corporations, and nations adapt to AI revolution? Post-Labor Economics: What happens when AI changes work forever?, https://www.youtube.com/watch? How can AI redefine ERP and other business systems, particularly in the context of increasing productivity and reducing workforce? Speaking of harm the bus…..Do you have any thoughts on this…….What changes do you foresee in financial systems and policies and regulations due to AI, and how might this impact ERP structures? [12:39] Segment 2: Global Collaboration in AI Development You have another video about the importance of global collaboration and dialogue in AI development. Let’s draw parallels to that discussion. The AGI Moloch: Nash Equilibrium, Attractor States, and Heuristic Imperatives: How to A

Episode 87 Organizational Transformation in ERP: Strategies for, Cultivating Culture, and Unleashing Innovation In this episode, we discuss the dynamics of organizational transformation in ERP. With insights from a seasoned expert at a premier leadership development firm, we explore tactics to boost high-performing teams and strategies for strategic alignment. Learn how to cultivate a customer-centric culture and energize your innovation funnel, bringing unparalleled value to stakeholders in ERP Organizational Change across Private Equity portfolio companies. https://episodes.castos.com/5fc108e0462768-18027408/de0af7fa-4983-4039-86b0-2d1d3af16f25-Episode-87-Margaret-Gorman.mp3 Guest Dr. Margaret Gorman Vice President, Denison Consulting LLC Dr. Margaret “Gorman is an experience OD scholar-practioner, consultant and educator focused in the area of transformational change, leadership, culture, and learning within and across workplace systems. For over three and half decades, Dr. Gorman has guided managers and leaders working in not-for-profit, for profit, education, government, healthcare, financial services, energy, and military organizations to design effective workplace learning systems that enhance the innovative capacity. Her consulting expertise centers on organizational design, designing change interventions, executive teams and strategy formulation, program evaluation, and individual, group, and organization development. Dr. Gorman received her doctorate in Organizational Studies from GWU in 2004. She’s held faculty positions at George Washington University, Northeastern University, and University of Louisville, teaching executive courses for experienced professionals. Dr. Gorman served as co-editor of international book series “The Palgrave Studies of Organization in the Digital Era;” she published chapters in “The Palgrave Handbook of Organizational Change Thinkers” and in “Advancing Doctoral Leadership Education.” She regularly presents at national and international conferences; she serves on various governing boards; has served as a reviewer for the British Journal of Management and Leadership Quarterly, including a special issue on “Leadership and Complexity”; founding member of GW’s Women’s Leadership Institute (2005); founding member of an international network of faculty directors of an alternative doctoral program. She’s received awards for her outstanding service and contribution, including the inaugural recipient of the Academy of Management’s MOC Contribution Award; GWU’s Outstanding Alumni Award; and consecutive nominations for Excellence in Teaching at Northeastern University. Connect mgorman@denisonculture.com | Ph – 202-425-7111 Denison Website: https://denisonconsulting.com/ Learn Who Denison Is: https://www.youtube.com/watch?v=LyNQIL8W6WM LinkedIn Host & Founding Partner of Nestell & Associates Dr. Jack G. Nestell Founding Partner | Nestell & Associates Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who

In this episode, we explore AI in ERP. The impact of AI on ERP systems and organizational change, focusing on ethical implications, innovation, and governance. Our expert guest shares valuable insights on AI-driven transformation, risks, and best practices, providing valuable guidance for private equity firms, portfolio companies, and stakeholders involved in ERP organizational change. Tune in to learn how AI is revolutionizing enterprise resource planning and shaping the future of business systems. https://episodes.castos.com/5fc108e0462768-18027408/4dfcfdfe-fce5-4373-9ad2-372ad1e74112-Episode-85-Clara-Durodie.mp3 Guest: Clara Durodie Board Member • Fintech, AI Risks, Governance & Artificial Intelligence | Speaker, Author, Investor Follow www.clara-durodie.com More about Clara Clara Durodié is a highly regarded expert in AI governance, fintech, and digital transformation, with over 25 years of experience in financial technology and finance. Clara is a senior trusted advisor to management teams, boards of directors, private equity and venture capital firms and their portfolio companies. As the founder and CEO of Cognitive Finance Group, Clara also advises financial institutions, fintechs, technology firms, and governments on the ethical use of AI to drive innovation and growth. Clara is widely recognized as a thought leader in AI and has been featured in leading publications such as Financial Times and Forbes. She’s also a popular keynote speaker at high-profile events like SIBOS, Money 2020, Point Zero Forum, Innovate Finance Global Summit, AI World, SCxSC, Fin/Sum. She has been invited as a guest lecturer by leading universities like the University of Oxford, MIT and LBS. In 2019, she was invited to join the teaching team at the Oxford AI course. As an author, Clara has written the book “Decoding AI in Financial Services: Business Implications for Boards and Professionals”, publishes the weekly newsletter “Decoding AI® Board Briefing” and hosts the “Decoding AI® Podcast.” Her academic research interest sits at the intersection of neuroscience, AI and wealth management. Prior to 2014, Clara served in leadership roles in European asset & wealth management, is a member of the Chartered Institute for Securities and Investment (UK), has a Certificate in Investment Management (UK) and holds a Master’s degree from the University of Oxford. Based in London, Clara works with a diverse range of international clients. Expertise:• AI risk and AI governance• Data + technology ethics • Fintech• Digital transformation• Corporate innovation + growth• Geopolitics and geosecurity of AI • Digital Economy• Science and Innovation Policy• Investments in AI• Startups growth and product development • Polymath with multidisciplinary analysis + synthesis skills Host & Founding Partner of Nestell & Associates Follow Episode Highlights Timeline Segment 1: Ethical Implications of AI in ERP [06:16] What are some ethical considerations that organizations should keep in mind when implementing AI in their ERP systems? [16:34] How can companies ensure they’re using AI ethically in their ERP and organizational change processes? Segment 2: AI Driving Innovation an

In this episode, we explore ERP Efficiency with Autodesk Vault Integration. In this episode we dive into ERP Efficiency with Autodesk Vault Integration. We look specifically at the challenges and solutions related to data management, automation, and integration in the manufacturing sector, focusing on the impact of substandard data management practices. We discuss how tailored solutions and how to improve ERP Efficiency with Autodesk Vault Integration for Autodesk Vault customers can enhance data management processes, the benefits of powerGate, and the value of comparing multi-level BOMs before transferring them to ERP. Furthermore, we delve into deep CAD integration, data compliance, and the significance of connecting Autodesk to other business systems PLM, ERP. Throughout the episode, we aim to provide valuable insights for Private Equity Firms, their portfolio companies, and all stakeholders involved in ERP Organizational Change, learning from the experiences of an industry expert who leads North American Operations and Business Development at a high-tech software company. https://episodes.castos.com/5fc108e0462768-18027408/9bfb29c1-4964-4cf3-afb3-0e61c949311c-Episode-83-Milt-Capsimalis.mp3 Guest: Milt Capsimalis Head, North American Operations and Business Development at coolOrange Follow More about Milt Milt started as a graphics developer making the early CAD world safe for 3D. He joined the AutoCAD development team in 1989 when Autodesk acquired Ithaca Software. Since then he has written CAD and PDM software, managed development and business development teams and sat on the World Wide Web Consortium. He now heads up coolOrange’s North American Operations building PDM/PLM solutions for manufacturers of all kinds. Connect www.coolorange.com milt.capsimalis@coolorange.com coolOrange Blog FollowFollowFollowFollowFollow Host & Founding Partner of Nestell & Associates Follow Episode Highlights Timeline [04:12] Segment 1: Impact of Substandard Data Management Practices1. Milt, can you explain how substandard data management practices can impact technical resources and ultimately lead to wasted time and effort? 2. Research suggests that companies can lose up to 20% of their technical resources’ time on non-productive data management tasks. How does coolOrange’s tailored solutions for Autodesk Vault customers help address this issue? [08:45] Segment 2: PowerGate and Multi-level BOM Comparison3. Can you give our listeners an overview of what powerGate is and how it benefits your clients? 4. Integration experience with Plm, procurement, ERP… Comparing multi-level BOMs before transferring them to ERP provides transparency between Vault and ERP.) Can you explain the value of this process and how it works in the context of coolOrange’s solutions? [13:18] Segment 3: Deep CAD Integration and Data Compliance 5. How does coolOrange’s deep CAD integration add value to your clients, and what sets it apart from other solutions in the market?(Extend user experience, automation, central source of truth, data compliance) 6. Data compliance is a significant concern for many companies. Can you tell us more about how coolOrange’s solutions ensure

In this episode, we explore the challenges faced by current-generation ERP systems and the proposed research agenda to address them. We start by discussing the problems related to the architecture and implementation of ERP systems in the changing business landscape. We then highlight the importance of a holistic approach to addressing the problems of ERP systems, including those related to architecture, design, implementation, and usage. Our guest proposes a research agenda that includes improving the user interface, control of business processes, functionality, database/data model, infrastructure, and adaptation. By addressing these areas of focus, organizations can improve the performance of their ERP systems and enhance their overall operations with ERP Optimization. This episode provides valuable insights for private equity firms and stakeholders involved in ERP organizational change as they navigate the challenges of implementing and using ERP systems in their portfolio companies. https://episodes.castos.com/5fc108e0462768-18027408/0194eed1-93dd-4919-a39a-ee4127f886d2-Episode-81-Benedict-Bender.mp3 Benedict Bender Trusted Advisory, Executive Coaching & Consulting More About Benedict Dr. Benedict Bender is an expert in digital platforms and novel business models, with extensive practical experience in international management, IT strategy, and technology consulting (including McKinsey & Company, Accenture, SAP). He achieves the practical transfer of his research results through his activities as a management consultant, trusted advisor, and author. Mr. Bender regularly speaks as a guest in podcasts, as well as in expert talks and panel discussions. He studied Business Informatics at the University of Potsdam, the Humboldt University of Berlin, and the University of St. Gallen. Connect email ben@bendersonline.de FollowFollow Episode Mentions Bender, B., Bertheau, C., & Gronau, N. (2021). Future ERP Systems: A Research Agenda. ICEIS (2), 776-783. 40e43f1c0a51af49e6f58d39dcce88c25be8.pdf (semanticscholar.org) Bass, B. M., & Bass Bernard, M. (1985). Leadership and performance beyond expectations. Kragt, D., & Day, D. V. (2020). Predicting leadership competency development and promotion among high-potential executives: The role of leader identity. Frontiers in psychology, 11, 1816. Miscenko, D., Guenter, H., & Day, D. V. (2017). Am I a leader? Examining leader identity development over time. The Leadership Quarterly, 28(5), 605-620. Episode Highlights Timeline 06:39 Benedict, I really want to focus on an incredibly important paper you authored; Could you briefly explain what the paper “Future ERP Systems: A Research Agenda” is about? 10:42 Segment 1: Challenges of current-generation ERP systems The digital transformation and the development of existing products and services have set new requirements for ERP systems. What are the problems related to the architecture and implementation of ERP systems, and how are they affected by the changing business landscape? 14:22 Segment 2: Holistic approach to addressing problems related to ERP systems So far, research on ERP systems has mostly focused on implementation and post-implementation phases. Why is the architectural design of current-generation ERP systems not receiving enough attention, and how does that affect the system’s overall performance? 19:12 Segment 3: Proposed resea

In this Episode: We Delve into the World of Executive Recruitment for Private Equity Firms and Their Portfolio Companies. In this episode, we delve into the world of Private Equity executive recruitment. We explore the critical role that top-performing talent plays in driving business success, and how meticulous search and due diligence can help de-risk recruitment. Our expert guest shares insights on what makes a good private equity executive, the risks to portfolio companies when the right executive fit is not in place, and the value proposition of conducting culture fit assessments. We also discuss the process of conducting a culture fit assessment and how it can help identify proven senior executives for portfolio companies. This episode is a must-listen for private equity firms and their portfolio companies looking to attract top talent and gain the edge they need to reach their full potential. https://episodes.castos.com/5fc108e0462768-18027408/baaf1391-59c2-444b-b27e-a35fa3606e4f-Episode-79-Alex-Rawlings.mp3 Alex Rawlings Founder and Managing Partner – Raw Selection Follow More About Alex Following 8+ years in executive search, Alex founded Raw Selection in 2017 out of frustration with ineffective candidate search practice and the desire to build an exceptional search firm. “I became frustrated with the whole process. It had become a game of ‘who is already in my network’ rather than sourcing candidates from the whole market. I knew the process could be improved and that is what the team has built here at Raw Selection”. Alex is passionate about constantly learning more about talent, leadership and the best working practices. If there is a book on hiring/talent/executive search Alex has likely read it. Alex alongside managing and growing Raw Selection, Alex is still heavily involved in working with clients and fulfilling searches across private equity firm professional and portfolio executive appointments. Learn more about Alex’s role. Connect Website: https://www.raw-selection.com/ E: alex.rawlings@raw-selection.com T: +44 7860 803 558 https://www.youtube.com/@RawSelection LinkedIn https://www.linkedin.com/company/raw-selection/ https://www.linkedin.com/company/the-private-equity-podcast/ https://www.linkedin.com/showcase/life-at-raw-selection/ The Private Equity Hub https://theprivateequityhub.com/the-newsletter https://theprivateequityhub.com/ https://theprivateequityhub.com/the-network Episode Mentions “ERP Leadership Matters: Leadership Theory and Practice Reflection” “PE Portfolio ERP Success: Does Leader-Culture Fit Matter?” “Enterprise Resource Planning (ERP) Organizational Change Success: Executive Leadership Styles” Episode Highlights Timeline 04:51 Segment 1: What makes a good PE executive? Can you tell us about your experience working with Private Equity firms and their portfolio companies, and what you’ve learned about hiring for executive roles? In general , What are some of the key skills and attributes that you believe are essential for success in a PE executive role? How do you assess candidates for these roles, and what are some of the factors you consider when making hiring decisions? What are some of the biggest challenges that PE firms face when hiring executives, and how do you help them overcome these challenges? 22:52 Segment 2: The risk of a wrong executive fit for Portfolio companies What are some of the risks that a