Systems Simplified

What happens when decades of experience meet a systems-first mindset? In this engaging conversation, Adi Klevit interviews Rick Yvanovich about his unexpected journey from a corporate role in oil and gas to building a global ERP consulting firm.

Rick shares how his early days in Vietnam sparked an entrepreneurial path fueled by word-of-mouth referrals and hands-on implementation. But it wasn't until he began hiring and scaling that he saw the crucial need for documenting systems and procedures. Together, he and Adi dive deep into the ROI of standard operating procedures, revealing how process clarity reduces friction, supports onboarding, and ensures business continuity—even through staff turnover.

The conversation also explores Rick's take on proactive process review using Kaizen, how documentation increases business valuation, and why companies need to stop relying on tribal knowledge. Whether you're growing a team or preparing for an exit, this episode highlights how systems create both operational stability and long-term value.

Sometimes a single conversation can change the trajectory of a business—and a life. In this engaging interview, Adi Klevit speaks with Rivkah Krinsky about how her personal passion for connecting people evolved into One Soul, a structured matchmaking business serving Jewish singles worldwide.

Rivkah shares the inspiring story of her early days as a health coach, the unexpected opportunity that introduced her to matchmaking, and the courage it took to leave a salaried position to build her own company. She explains why creating a team was a non-negotiable part of her vision and how that decision set the foundation for scaling.

The conversation dives into the power of systems—how documented processes, clear roles, and structured client onboarding enabled One Soul to expand while maintaining a personal touch. Rivkah and Adi discuss how to adapt systems as the business evolves and why persistence, purpose, and process are essential for building a mission-driven enterprise.

What if the secret to faster product launches and fewer team conflicts is better alignment between R&D and strategy?

In this episode of Systems Simplified, host Adi Klevit interviews Laura Moran, an innovation leader turned consultant, about how she helps pet food companies streamline innovation. Laura shares how her early experiences at Mars and Barc shaped her ability to turn big-business frameworks into agile, usable systems for smaller brands.

Laura describes the core components of her Pet Spark Navigator system—a structured process that aligns teams early, defines product expectations clearly, and embeds innovation capabilities within organizations. She explains how the system reduces rework, builds team confidence, and prevents costly mistakes down the line.

Throughout the conversation, Adi and Laura dive into how smaller companies often resist systems out of fear they'll stifle creativity—when in reality, the right systems free teams to move faster with less risk. It's a practical, actionable look at transforming chaos into repeatable growth.

ERP implementation isn't just a tech upgrade—it's open-heart surgery for your business.

In this powerful conversation, returning guest Kevin Bonfield joins host Adi Klevit to demystify ERP transitions and explain why businesses often underestimate the strategic complexity involved. Kevin shares the two main reasons companies switch ERP systems and emphasizes that success begins with clearly defining what the new system should accomplish.

Adi and Kevin walk through a step-by-step roadmap—from strategic alignment to RFPs, internal process documentation, and license negotiations. They explore the real-world challenges of change management, especially when multiple legacy systems or acquired businesses are in play. Together, they reinforce the critical need for companies to distinguish between processes that differentiate and those that can be standardized.

Whether you're scaling, streamlining, or seeking clarity, this episode offers practical insights into planning and executing a successful ERP implementation—without losing your team, your vendors, or your data in the process.

What happens when a teacher's heart meets a fintech visionary mindset? You get Jennifer Lau-Hatcher.

In this episode, Adi Klevit interviews Jennifer on her journey from education to launching 1 & Fund, a fintech company solving financing challenges in the home improvement sector. Jennifer shares how her time at Synchrony Financial shaped her approach to user-friendly training systems—like gamified learning modules built around mobile-first design. These early innovations laid the groundwork for the customer-centered, systems-driven company she would later co-found.

As Jennifer and her husband scaled 1 & Fund, they quickly realized the power of processes and implemented EOS from the very start—even when it was just a three-person team. The conversation dives deep into why standardized procedures are the foundation of any scalable business. Jennifer also explains the strategic reasons behind merging with One Click Contractor to consolidate tech stacks and streamline the estimating-to-payment experience.

Beyond the business, Jennifer opens up about her personal goals, including launching a podcast called The Conscious Creator Community and finally writing her long-awaited books. Whether you're in fintech, trades, or any growth-stage company, this episode offers invaluable lessons on combining systems thinking with mission-driven leadership.

What if your team wasn't just checking boxes—but thinking strategically, taking initiative, and driving real growth?

In this engaging interview, Adi Klevit sits down with Lori Bartle to explore how marketers—and professionals of all kinds—can unlock their leadership potential through systems of accountability and clarity. Drawing on 30 years in the advertising world, Lori explains why traditional agency models often default to reactive, service-focused mindsets—and how she helps teams shift into proactive, strategic roles through her Accountable Leadership System.

Lori also introduces her book, The Agency Within Us, which champions the concept of human agency—the power to act with ownership and foresight. She outlines the key principles of proactivity and accountability and explains how these traits create not only better employees but true leaders at every level of an organization.

Later, Lori shares details about her new mobile microlearning app, Funnels, which delivers 5-minute training sessions to build business fluency and strategic acumen. Whether you're in marketing or managing any team that needs to shift from chaos to clarity, Lori's systems-based approach to leadership offers a practical and inspiring path forward.

In This Episode

What if the reason your business can't scale isn't your people or product—but a lack of systems to carry your vision?

In this Systems Simplified episode, host Adi Klevit talks with Stephanie Allen, a fractional COO and consultant who helps founders build operational infrastructure and self-managed teams. Stephanie shares how her early experience running a hot dog stand taught her that success can't be sold unless it can be replicated—a lesson that fuels her system-first approach today.

Stephanie outlines her three-phase engagement model: assessment, implementation, and acceleration. She explains how systems empower team members, reduce founder dependency, and unlock creativity instead of stifling it. Together, she and Adi debunk myths around rigid systems, explore how culture and process intersect, and explain why over-architecting may signal a deeper trust issue in your company.

Whether you're a founder ready to delegate or an executive looking to improve execution, this episode offers a practical roadmap to structure your company for growth without sacrificing flexibility.

What if your next sales hire wasn't a person, but an AI agent?

In this episode of Systems Simplified, host Adi Klevit sits down with Frank Sondors, Co-founder of Salesforge AI, to discuss how autonomous AI agents are revolutionizing the way businesses handle outbound sales. Frank introduces "Agent Frank," an AI sales development rep that crafts personalized outreach emails, sources leads, and even adapts tone and language by region or industry.

The conversation dives into how companies can integrate AI agents alongside human reps to create more scalable and efficient systems. Frank explains the legal and operational limits of automation—and how to work within them. Together, Adi and Frank emphasize the importance of documenting and optimizing processes before automating them, ensuring the AI operates within clear, strategic frameworks.

Listeners will walk away with an understanding of how AI can power sales growth, where to start, and why well-defined processes are the backbone of any automation initiative.

What if your next sales hire wasn't a person, but an AI agent?

In this episode of Systems Simplified, host Adi Klevit sits down with Frank Sondors, Co-founder of Salesforge AI, to discuss how autonomous AI agents are revolutionizing the way businesses handle outbound sales. Frank introduces "Agent Frank," an AI sales development rep that crafts personalized outreach emails, sources leads, and even adapts tone and language by region or industry.

The conversation dives into how companies can integrate AI agents alongside human reps to create more scalable and efficient systems. Frank explains the legal and operational limits of automation—and how to work within them. Together, Adi and Frank emphasize the importance of documenting and optimizing processes before automating them, ensuring the AI operates within clear, strategic frameworks.

Listeners will walk away with an understanding of how AI can power sales growth, where to start, and why well-defined processes are the backbone of any automation initiative.

What if your entire wardrobe came to you—curated, sized, and ready to wear—with no shopping or laundry required? In this episode of the Systems Simplified podcast, Adi Klevit interviews Anya Cheng, the visionary behind Taelor, a systematized AI-powered clothing rental service designed for busy men who want to look great without the hassle.

Anya shares the origin of Taelor, inspired by her own search for clothing solutions as a tech leader who didn't have time—or interest—in shopping. She explains how most fashion companies are designed for enthusiasts, not professionals who want to look good and move on with their day. Taelor fills this gap by combining personal styling, AI, and a highly systematized backend to deliver stylish outfits on demand.

The conversation also explores how Anya applies system thinking learned at Meta and eBay to streamline operations, categorize decisions logically, and create a scalable model. From partnerships with dating apps and fitness brands to sustainable corporate gifting, Taelor is redefining clothing through smart systems and strategic growth.