Last Updated on March 8, 2024 by Owen McGab Enaohwo




The success of a project hinges on the contributions of the team.  



As director of operations and project management at Ten35, a marketing agency, Janna Retzler built a project management team from scratch to enhance the organization’s operations. She accomplished this task despite the constraints of working remotely due to the COVID-19 pandemic.  



In this episode of the Process Breakdown Podcast, the host, Dr. Jeremy Weisz, speaks with his guest, Janna Retzler, about her strategies for building an efficient project management team and growing the staff from 20 people to about 80 people in less than two years.  







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Show Notes    



[0:26] Intro    




* Dr. Jeremy Weisz mentions some of the past guests who have been on the show including David Allen of Getting Things Done, and Michael Gerber of the E-Myth.  



* Dr. Jeremy Weisz introduces SweetProcess, a workflow tool that helps businesses to streamline their operations even in life-or-death situations.    



* SweetProcess offers a 14-day free trial without a credit card.  




[1:44] Dr. Jeremy Weisz introduces the guest, Janna Retzler. 



[2:40] Janna gives an overview of what Ten35 is all about. 




* Ten35 is a cultural marketing agency focused on working with the Black community, Latin community, LGBTQIA, women, and other underrepresented cultures in marketing and advertising. 




[4:27] Janna talks about one of the first projects the team at Ten35 worked on when she joined the company. 




* The team organized a big social media company for Black history month within two months. 



* The event was very successful and it set the pace for her role in the company. 




[5:52] How do you kickstart a project management department? 




* Janna joined the team in November 2020, during the COVID-19 pandemic, working remotely.  



* She hired a small team of project managers and then created processes for the team to function efficiently.  





Building an Efficient Project Management Team for Operational Excellence

CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.

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Last Updated on October 9, 2022 by Owen McGab Enaohwo
There’s no limit to what an organization can achieve with the right people.



As the chief operating officer at City Year, a nonprofit, Dr. John Tupponce accomplishes the organization’s goals by cultivating an inclusive team culture.



In this episode of the Process Breakdown Podcast, Dr. John Tupponce speaks with the host, Chad Franzen, about how to build and motivate your team for collective success.







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City Year



LinkedIn Dr. John Tupponce







Show Notes



[0:26] Intro     



* Chad Franzen mentions some of the past guests who have been on the show including David Allen of Getting Things Done and Michael Gerber of the E-Myth. * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses to streamline their operations even in life-or-death situations.    * SweetProcess offers a 14-day free trial without a credit card. 







[1:21]  Chad Franzen introduces the guest, Dr. John Tupponce. 







[1:56]  Dr. John gives an overview of what City Year is all about. 



* City Year is an education nonprofit that has been in existence for thirty years. * A part of the AmeriCorps network, the organization connects with 29 school districts across the country. 







[3:35]  What are Dr. John’s daily responsibilities as COO of City Year?



* Dr. John works with an operations team and three market presidents.* He leads the teams in supporting the 29 school districts in their work with people and finance to make an impact. * City Year is a relationship-based company, so the team maintains a healthy relationship with its stakeholders including the students and districts. 







[4:40]  Dr. John talks about how he models his relationships with stakeholders at City Year.



* City Year’s ability to work with students and motivate core members to work relentlessly attracted Dr. John to the organization. * Dr. John engages the people at City Year to understand their needs and seeks ways to fulfill their needs. * As a leader, you have to listen to the people you work with and understand their needs. 







[6:57]  How does listening impact an organization’s leadership?




Building Effective Teams in a Competitive Market

Last Updated on July 5, 2022 by Owen McGab Enaohwo




People are an essential asset of any business. How you manage them determines your organization’s outcome.



As the chief operating officer (COO) at Caresyntax, a surgical healthcare software and data solutions provider, Tim Lantz implements an operational framework that prioritizes his team and aligns them with the organization’s core values. 



Tim Lantz is the guest in this episode of the Process Breakdown Podcast. He speaks with host Chad Franzen about the importance of aligning your team with your core values for sustainable growth.







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Caresyntax



LinkedIn Tim Lantz







Show Notes 



[0:26] Intro     



* Chad Franzen mentions some of the past guests who have been on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.  * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.     * SweetProcess offers a 14-day free trial with no credit card required.   



[1:20] Chad Franzen introduces the guest, Tim Lantz.



[2:25] Tim gives an overview of Caresyntax.



* Founded in Germany about seven years ago, Caresyntax is a global innovator in software and data solutions that provides surgical healthcare software solutions to improve surgical outcomes for patients.* The organization established its presence in the United States in 2019. It’s currently transitioning from startup mode into growth mode with about 190 employees in six different countries.* Caresyntax focuses on using data and technology in the operating room to make surgery safer for patients.



[4:40] Tim describes his prior career experiences.



* Although Tim has worked for a variety of organizations, 80% of his career has been in healthcare.



[4:55] Tim describes his day-to-day role as COO at Caresyntax.



* Tim manages the organization’s global operations, including production and manufacturing, regulatory compliance, customer success, implementation, training, data security, etc.



[6:05] How does Tim prioritize technology, processes, and people in his day-to-day role as COO?



* People are the most important asset in a company. Everything you do as a company operationally starts with people.

Aligning Your Team With Your Organization’s Core Values for Sustainable Growth

Last Updated on July 6, 2022 by Owen McGab Enaohwo




Transitioning from his role as the chief executive officer to the chief operating officer at thoughtbot, a software design and development agency, Chad Pytel enhances the organization’s operations across its remote locations by streamlining its workflow and providing the teams with the tools they need to be efficient at their jobs.



Chad Pytel is the guest in this episode of the Process Breakdown Podcast. He speaks with host Chad Franzen about cultivating a positive culture in a remote team for success.







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thoughtbot



LinkedIn Chad Pytel







Show Notes 



[0:26] Intro     



* Chad Franzen mentions some of the past guests who have been on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.  * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.     * SweetProcess offers a 14-day free trial with no credit card required.   



[1:21] Chad Franzen introduces the guest, Chad Pytel. 



[1:47] Chad describes the services thoughtbot provides.



* Founded about 19 years ago, thoughtbot is a software design and development company that helps businesses of all kinds to scale up their products and services with technology.* It helps businesses implement the best practices in refactoring, paying down technical debt, framework upgrades, etc. so they can solve meaningful problems for their customers with a design-led approach.



[2:21] What’s an example of a product that thoughtbot helped with?



* The organization helped Groupon in its early days to scale up. It has also worked with Uber in scaling its products.



[3:00] Chad talks about transitioning from CEO to COO at thoughtbot.



* Creating a company that lasts is more important to Chad than occupying roles.* When the organization couldn’t decouple its CEO role from the VP of sales role, Chad thought it was best to have someone who could perform both tasks effectively.



[4:51] What led Chad to found thoughtbot?



* Chad had been doing freelance web design and development work since his high school days.* The dot.com space was still suffering from the aftereffects of the 9/11 attacks when Chad graduated from Worcester Polytechnic Institute in 2002,

Creating a Standard Framework for Remote Team Success

Last Updated on July 6, 2022 by Owen McGab Enaohwo




Feedback helps in creating better products and services. But if you aren’t careful, you might waste time and resources implementing misaligned feedback.



As the chief operating officer at Rhumbix, a construction software platform, Drew DeWalt adopts a systematic approach to developing products that resonate with the organization’s goals.



Drew DeWalt is the guest in this episode of the Process Breakdown Podcast. He speaks with host Chad Franzen about sieving customer feedback for deliberate business improvement.







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Rhumbix



LinkedIn Drew DeWalt







Show Notes 



[0:26] Intro     



* Chad Franzen mentions some of the past guests who have been on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.  * Chad Franzen introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.      * SweetProcess offers a 14-day free trial with no credit card required.   



[1:23] Chad Franzen introduces the guest, Drew DeWalt. 



[1:59] Drew gives an overview of Rhumbix’s business goals.



* A field software platform for construction, Rhumbix was born out of a need to provide construction businesses with adequate data to make better decisions, especially in budgeting and project execution.



[4:28] What are some of the software that people were using previously, and how is Rhumbix different from them?



* Construction is the second largest industry in the world but one of the slowest to digitize.* Accounting software was used in construction, but it grew into enterprise resource planning (ERP) systems for resource planning.* Project management software became the standard in construction, but they aren’t good for managing enterprises.* Accounting and project management software aren’t data-centric but document-centric.* Rhumbix helps structure all the raw data and insights on project performance available at its inception into unit rates.



[7:39] Drew describes his day-to-day role as COO.



* Drew manages individual departments and ensures that they plan and execute the organization’s goals.* Overseeing employee engagement, morale, and company culture, Drew holds weekly and bi-weekly meetings with managers. He also sets up skip-level meetings so team member...

Growing Your Business With Relevant Feedback

Last Updated on July 5, 2022 by Owen McGab Enaohwo




Effective documentation gives businesses a clear blueprint for operations.



As the chief operating officer at Bitcoin IRA, a financial services platform, Chris Kline implemented regulatory standards and scaled up operations in the organization by documenting their processes.



Chris Kline is the guest in this episode of the Process Breakdown Podcast. He speaks with host John Corcoran about the benefits of creating standard documentation in business.







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SweetProcess — Sign up for a 14-day free trial. No credit card is required.



Bitcoin IRA



LinkedIn Chris Kline







Show Notes 



[0:26] Intro     



* John Corcoran mentions some of the past guests who have been on the show including David Allen of Getting Things Done and Michael Gerber of the E-Myth.* John Corcoran introduces SweetProcess, a workflow tool that helps businesses streamline their operations even in life-or-death situations.     * SweetProcess offers a 14-day free trial without a credit card.   



[1:40] John Corcoran introduces the guest, Chris Kline.  



[2:32] Chris recounts his experience getting into the bitcoin business in 2015.



* Since it was new territory, the team at Bitcoin IRA didn’t have the luxury of time to think about compliance or regulations at the time. They were focused on securing their clients’ accounts in the best ways possible.



[3:49] What’s bitcoin all about?



* Bitcoin creates immutable transactions that don’t involve middlemen. Blockchain technology makes bitcoin transactions transparent to everyone.



[5:20] Chris gives an overview of Bitcoin IRA.



* Bitcoin IRA is an organization that specializes in managing retirement accounts. It helps investors maximize profits and save costs on tax by investing in cryptocurrency.



[7:15] How does Bitcoin IRA function as an independent business without government legislation?



* The absence of legislature in the bitcoin business causes irregularities at the consumers’ expense.* Bitcoin IRA works with government agencies to regulate and maintain order in the bitcoin business.



[9:22] Chris describes how the team started to document their processes for better operations.



* The first step the team took in documenting their processes was to find the right person for the job: a compliance of...

Building an Efficient Project Management Team for Operational Excellence

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