The Professional Services Pursuit

The Professional Services Pursuit

By KantataBusiness
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The Professional Services Pursuit episodes

  • Ep. 55 - Creating a People-Centric Culture That Supports the Dreams of the Doers w/ Orrin Klopper
    On this episode of The Professional Services Pursuit, Orrin Klopper, CEO of Netsurit, joins us to talk about his company’s unique approach to creating a people-centric culture that ensures employees and clients are engaged, happy and productive. Their Dreams Program helps team members identify their top 10 personal and professional goals each year – and helps to turn them into a reality. We discuss what a ‘Dream Book’ is, and Orrin shares how this concept changed, not only his business, but his life as well.

    Other topics discussed in this episode include:

    • The inspiration behind Netsurit’s driving force - supporting the dreams of the doers
    • Why good leaders need to be good coaches and know what their teams aspirations are
    • The importance of aligning your cultures when going through mergers and acquisitions
    • Why it is critical to make connecting (in-person or virtually) a priority for your teams 
    • How the authenticity of your culture improves your customer experience

    Hosted on Acast. See acast.com/privacy for more information.

    30 min
  • Ep. 54 - Innovations in Vertical SaaS: The Professional Services Cloud w/ Michael Speranza
    On this episode of The Professional Services Pursuit Banoo is joined by Kantata’s CEO, Michael Speranza. They discuss the dramatic shifts that have taken place in the professional services industry over the past 12 months and the pressure that's placed on businesses.  They also dive into how vertical SaaS solutions are reshaping the future of PS and helping organizations to overcome the arduous task of achieving more with less.

    Other key topics include:

    • The trends and rate of change the industry has experienced in the last 12 months
    • Technologies role in adapting to major changes
    • The fundamental difference between the PS Cloud and legacy PSA tools
    • How PS Cloud technology goes beyond project success and financials
    • The cost of avoiding change

    Hosted on Acast. See acast.com/privacy for more information.

    21 min
  • Ep. 53 - M&A Integration and Change Management Best Practices w/ Ingo Roemer
    On this episode of The Professional Services Pursuit Brent talks to Ingo Roemer, Chief Operating Officer and Senior Solution Architect at Solvit. They dig into the topic of merger and acquisition change management and discuss best practices, common pitfalls, and where to focus your efforts for the best outcomes.

    Other topics discussed in this episode include:

    • The right time to engage with an implementation partner when going through the M&A process
    • A sequence of actions for merged companies to optimize their operations
    • 6 best practices to follow and pitfalls to avoid
    • The importance of involving the right people at the right times
    • Implementing a phased approach to get the most out of your systems and process

    Hosted on Acast. See acast.com/privacy for more information.

    33 min
  • Ep. 52 - Innovation in IT Services and Digital Transformation w/ Andrew Cohen

    Welcome back to another exciting podcast episode of Professional Services Pursuit! In this episode, Andrew Cohen, Managing Director at Netsurit, joins us to talk about their value based go-to-market commercial delivery model and how they are bringing innovation into the world of IT services and digital transformation. 

    Other topics discussed in this episode include:

    • Project-based work vs. services-based work
    • Defining automation and innovation opportunities within companies
    • The benefits of productizing services
    • Digital transformation and perpetual innovation


    Connect with Andrew on LinkedIn:
    https://www.linkedin.com/in/andrew-cohen-91945a4/

    Learn more about Netsurit:
    https://netsurit.com/en-us/



    Hosted on Acast. See acast.com/privacy for more information.

    27 min
  • Ep. 51 - How to Build and Establish Trust for Better Business Outcomes w/ Kristi Faltorusso

    In this episode Banoo and Kristi Faltorusso, CCO at ClientSuccess, dig into the importance of trust and how we can all be better at building and establishing trust for better business outcomes. Kristi also provides her top tips for optimizing cross-functional relationships to improve your corporate culture and customer success. 

    Other topics discussed in this episode include:

    • The 5 elements to building trust and credibility
    • Competence vs. confidence and understanding your own limitations
    • The implications of trust betrayal and how to recover
    • Nurturing trust for better corporate culture
    • The importance of failing forward
    • Reducing friction among services teams 


    Learn more about Kristi and access more insights here:

    https://www.linkedin.com/in/kristiserrano/

    https://www.kristifaltorusso.com/

    Hosted on Acast. See acast.com/privacy for more information.

    41 min
  • Ep. 50 - The Impact of Mergers and Acquisitions on Technology Investments w/ Niels Haagsman
    Welcome back, to another exciting episode of the Professional Services Pursuit podcast! On this episode business transformation expert Niels Haagsman joins us to talk about current trends in mergers and acquisitions and how service organizations can mitigate common headwinds when accessing and adopting new technology.  


    Other topics included in this podcast include:


    • The 4 biggest post-acquisition challenges and how to solve for them
    • How to rationalize and standardize your tech stack
    • Decision factors that go into selecting new technology after a merger
    • Beyond ROI, assessing the impact technology selection has on retention, adoption and overall business performance

    Hosted on Acast. See acast.com/privacy for more information.

    31 min
  • Ep. 49 - Tools and Frameworks to Tackle Management and Technology Challenges w/ Brad Koehn

    On this latest episode of The Professional Services Pursuit, we are joined by the President of Koehn Consulting, Brad Koehn. Brad takes us through the tools and frameworks he coaches leaders on so they can better tackle management and technology challenges in their business.

    Other topics we also discussed on this episode include:

    • How the downturn is impacting employees in their mid 30’s who might be experiencing this type of downturn for the first time
    • Embracing the right level of change
    • The framework for change - the 4 R’s
    • Balancing the human dynamics of change management

    Download a copy of ‘The 4 R’s’ here: https://leadership-engineering.com/kantata



    Hosted on Acast. See acast.com/privacy for more information.

    24 min
  • Ep. 48 - Redefining the Ad Agency Business: A Discussion w/ Michael Farmer

    On this episode of the Professional Services Pursuit podcast we bring you a special recording from a recent webinar with Michael Farmer, Management Consultant and owner of Farmer & Company. Join us as we dive into Michael’s book, Madison Avenue Makeover: The Transformation of Huge and the Redefinition of the Ad Agency Business, which provides unique insight into how one company changed in order to survive, and at the same time, redefined the advertising agency business.


    Other topics covered in this episode include:

    • The key to long term agency success despite pressures from holding companies
    • AI’s impact on agency SOW’s and revenue 
    • Pivoting from labor based billable work
    • Improving client performance and how Huge productized their agency offerings
    • The importance of improving the dialogue during the scope setting process


    For more information, you can find an article about Michael’s book here:

    https://lnkd.in/eHVHTm2P


    Grab a copy of Michael’s book here: 

    https://amzn.to/3FIkAjW



    Hosted on Acast. See acast.com/privacy for more information.

    42 min
  • Ep. 47 - (Part 2) Essential Considerations for Technology Selection and Implementation w/ Simon England

    Welcome back for part two of our episode with Simon England, Partner at the specialist advisory firm Garwood Solutions. The conversation continues between Simon and our host Banoo Behboodi as they discuss how new technologies are impacting business processes. Simon also touches on some important factors to consider during the selection and implementation stages of software buying.


    Other topics covered in this episode include:


    • The benefit of utilizing technology to manage talent pools and resources
    • Important considerations when optimizing an organization’s tech stack
    • Complexities of software implementation and the need to adapt

    Hosted on Acast. See acast.com/privacy for more information.

    30 min
  • Ep. 46 - (Part 1) Understanding the Unique Intricacies of a Consulting Firm w/ Simon England
    In the first of this two-part episode, Simon England, Partner at the specialist advisory firm, Garwood Solutions, joins us to dig into the fundamentals of consulting. Alongside our host Banoo Behboodi, Simon spotlights the unique operational challenges and business needs of consultancies. With a wide variety of experiences, Simon has some great insights to share with anyone in the consulting field.

    Other topics discussed in this podcast include:

    • Best practices to optimize operations and processes in a consultancy
    • The criticality of effectively managing resources
    • How enterprise technology enables company transformation

    Hosted on Acast. See acast.com/privacy for more information.

    18 min

About The Professional Services Pursuit

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Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to…