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Orchestras, Onions, and Organizational Culture – A Primer

Have you ever watched an orchestra before they perform a concert? You will see an interesting ritual where musicians individually warm up their instruments as the audience arrives to find their seats. Next, without a visible external cue – and before the conductor steps on stage, the musicians begin their tuning process. The principal violinist (also known as the concertmaster) will play a tuning note. Fellow violinists seated next […]

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Antifragile Software: 6 Things to Know and Watch

This blog is a summary, with lots of links, of the antifragile software movement. Loosely, Antifragile is the property of thriving through volatility and surprise.  You can refer to the budding antifragile software manifesto , but note also that this goes beyond robust/resilient (see the picture below). As part of a Digital Transformation, here are six things to think […]

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Hype Cycle for 3 Phases of an Agile Backlog Groom

I was reading about the Gartner Hype Cycle and realized the same curve could be applied to Agile Backlog Groom (or simply Grooming).  Grooming is the process for an agile scrum team to absorb new work and add details. Every piece of work, no matter the size, follows this generic evolution. That is, the following […]

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The Houston Astros and Winning Through Advanced Analytics

How can using analytics can make a difference? Baseball has winners and losers.  Teams do not get to share a title or a win.  If they are tied at the end of the 9th inning, the teams are forced into extra innings until one of the teams score.  In a way, that’s more brutal than […]

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Tools to Calibrate the Need for Organizational Change Management

While digital transformation started gradually over 25 years ago, this new wave of data driven innovation has steadily gained momentum. Today, digital transformation includes a wide umbrella of technologies – including the cloud, Big Data, analytics, artificial intelligence, mobile/mobility, and IoT. For me, the digital transformation revolution gives us an incredible number of tools to improve how we […]

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“No One Has Ever Shut a Door” at Perficient

Our Perficient colleagues share how they live and breathe our core values. Here, David Chapman, General Manager and Chief Strategist, Organizational Change Management, writes about being in awe of his colleagues and grateful for the experiences he’s had while working at Perficient.  When I think about why I take a lot of pride in working at Perficient, it’s […]

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Build a Perpetual Beta Mindset to Speed Organizational Change

Nearly every day, I can scan the headlines on my news feeds and read a report on the dramatic ways that artificial intelligence (AI) is changing the way we work. While the field of AI is wide and evolving, I like the definition given by Nils J. Nilsson, a founding AI researcher at Stanford University: Artificial intelligence is that activity devoted to making machines intelligent, and intelligence […]

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How To Set Up a New Salesforce Org

Have a New Salesforce Org? If you purchased a new Salesforce org, you may be wondering where to begin setting it up. In this blog we’ll explore a few of the essential areas to review and configure to help get you started. When you first sign into your new Salesforce org you will see that […]

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Your “Back of the Napkin” Formula for Leading Change

When was the last time you gave an impromptu update over lunch on the back of a napkin to explain that big change project you are leading? Did you run out of space on the napkin or were you able to succinctly capture and explain where and why the project was – or was not – on target? […]

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3 Steps to Overcoming Communication Barriers

We often hear the phrase “Seek first to understand and then to be understood” or are told to actively listen. While these are important, often time it’s simply not tactical enough. Too often what we hear is skewed by the filters that we (and our audiences) apply. So how do we ensure what we say […]

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Cones of Uncertainty and Certainty and Organizational Change

“How will the change affect me personally?”   This is the first question that people want answered as soon as they learn about upcoming plans for a large organizational change. However, at the early stages of preparing for organizational change, leaders are not able to give specific answers to these questions. This concept, known as the Cone of Uncertainty, is found in […]

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4 Steps to Effective Change Management Communications

I’m amazed at how often I get asked – and frankly argued with – about the amount of work that it takes to perform change management activities. After all, it’s not that hard to “send out a few emails,” right? Wrong. Sending out a few emails isn’t rocket science. But it’s also not as simple […]

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Biggest Change Management Mistake: Treating All Stakeholders the Same

Treating all stakeholders the same is one of the most common, yet biggest, mistakes that change managers make today. Why? Because they’re not the same. As a sports fan – one who likes to both play and watch sports on TV – I came up with an analogy to illustrate the complexity of change management. The difference […]

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4 Reasons You Need Executive Buy-in for Change Management

Project-related change management activities often bring to mind logistical communications and training events. Something employees often want to know during this time: “what does this project mean to me and my job?” A user’s direct management should field that type of inquiry. Employees perceive direct managers to “understand me and my job.” That’s just a small […]

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3 Reasons to Start Change Management Work Early

Have you ever been cooking and realized somewhere along the process that you missed a key ingredient? Once you’ve figured it out, you’re left with three options: Start over. Skip the ingredient altogether. Throw it in anyway and hope for the best. When we choose the third option, our dish usually doesn’t taste quite like […]

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The Most Valuable Benefit of Salesforce Financial Services Cloud

Advising the Advisor: Are you thinking far enough ahead? Here’s how How familiar is your organization with the flexibility and integration Financial Services Cloud offers? The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing. Digital transformation impacts every area of an organization, and companies […]

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3 Reasons Change Management Isn’t Just Communication and Training

I hear it all the time. Change management is “just communication and training.” I cringe. Just communication and training? No wonder our projects continue to fail to achieve adoption levels that are both desired and critical to meeting the established ROI goals. I’ve worked in organizational change management for two decades. I’ll grant you that […]

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Are You Book Smart or Street Smart? Maybe Neither!

Back in 2011, I was getting to know my new team on a project.  I’m not exactly sure how the conversation started, but the question came up if we thought we were book smart or street smart?  So rather than make up my rationale for one or the other, I thought the best answer would […]

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5 Common Change Management Mistakes to Avoid

When companies implement new technologies or change existing processes, employees must be prepared to work in new and different ways. Without proper change management, disruption ensues at go-live. The user experience is abysmal. Projects fail. The value of a new technology is minimized because people don’t use the capabilities it affords. Processes become bookshelf material. […]

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