Effective Solutions Through Partnership

Category Archives: Business Analysis

KAI Partners Internship Program

Agile, Business Analysis, Certified ScrumMaster (CSM), Corporate Training, Human Resources, Information Technology, Internship Program, KAI Partners, KAIP Academy, Learning, Onboarding, Organizational Change Management (OCM), Professional Development, Sacramento, Scrum, Technology, Training, Workforce Development

KAI Partners recently graduated the second cohort of our Internship Program in Sacramento! With interns from Sacramento City College and Sierra College, we were honored to have such hard-working interns adding value to our Special Projects team for the past few months.

We wanted to check in with our interns to get their feedback on the internship program. Here’s what they had to say:

Sumayyah Jackson: Since I was young, I have been exposed to IT consulting—my aunt is in the Organizational Change Management (OCM) field and my father is an IT Consultant. While I had some prior knowledge, IT is not something I usually focus on, so I knew this internship would be stepping out of my comfort zone. I have always been open to change and learning, so this opportunity caused excitement rather than fear.

During my time at KAI Partners, I learned about each field in IT Consulting and I was able to gain background on these fields by interviewing a few of my colleagues. I became a Certified ScrumMaster, learning the ins and outs of the Agile/Scrum methodology. I learned to facilitate meetings, assisted in planning and executing events, and mapped out Business Process Diagrams using the BPMN 2.0 standards. Overall, this internship sparked an extreme interest in me for IT and Business. My internal personal skills strengthened along with my analytical and research skills.

Shyanne Long: I wanted to be an Intern for KAI Partners for a few reasons. I have family members who either are currently in the business or were previously in a similar line of work. However, they were never able to give a solid answer of what they actually did on a daily basis for work. I never had a clear understanding until I started working at KAI Partners.

The KAI Partners Internship Program exceeded my expectations! I was able to become a Certified ScrumMaster and practice using Scrum methods throughout the program. I learned how to create and maintain a LinkedIn profile, how to plan and execute events, and how to write a blog post. I also learned BPMN 2.0 standards and applied them by mapping KAI Partners’ business processes. I supported special projects, the communication team, and the business development team. I was forced out of my comfort zone many times with facilitating meetings, events, and conducting interviews with team members. It felt great to do things I never thought I could do before!

Says Stephen Alfano, KAI Partners’ Fall 2018 Intern Program Manager, “I’ve participated in many internship programs in my career. Of all the programs that I helped construct and lead, this one was the most rewarding for me personally. In addition to helping me drive special projects forward faster, this program provided me with a golden opportunity to deliver on our firm’s workforce development and diversity agenda—creating commercial value for our business in the process.”

Stephen continues, “Shyanne and Sumayyah were engaged and all-in from Day 1; I couldn’t ask for a better cohort.”

KAI Partners wants to thank our superstar interns for their diligence and dedication over the past few months. We know you will go on to do great things and we are excited to be just one small part of shaping your future!

Interested in applying for KAI Partners’ next Internship Program cohort? Email your resume to recruitment@kaipartners.com.

KAI Partners Staff Profile: The Data Architect

Business Analysis, Data Architect, Data Management, Data Science, Government, IT Modernization, KAI Partners, KAI Partners Staff Profile, Learning, Project Management, Sacramento, Technology, Training

There are many paths to success and while not everyone takes the same path, we often manage to arrive at the same destination. In our KAI Partners Staff Profile series, we share interviews and insight from some of our own employees here at KAI Partners. Our staff brings a diversity in education, professional, and life experience, all of which demonstrate that the traditional route is not necessarily the one that must be traveled in order to achieve success.

Today, we bring you the journey of Ajay Bhat, Senior Data Architect, KAI Partners Inc. who works as Enterprise Data Architect for one of KAI Partners’ public sector clients. His role involves managing different Data Management activities and architecting solutions to meet the client’s needs.

KAI Partners, Inc.: How did you get into your line of work?

Ajay Bhat: My first job as GET (Graduate Engineer Trainee) was assisting in doing Business Process Reengineering and helping implement Enterprise Resource Planning (ERP). Though a Mechanical Engineer by background, my first job introduced me to various IT tools used for ERP implementation.  Over a period of time, I got trained in different ERP softwares.

KAI: Are there any certifications or trainings you’ve gone through that have helped in your career?

AB: Staying up with technology is something that I have always liked. I have completed certifications in Oracle, JAVA, and SAS. I did some self-learning courses in Big Data technologies and Data Science. I also went back to school to get my MBA in Business Intelligence from University of Colorado, Denver.

KAI: What is your favorite part about your line of work and why?

AB: Problem solving is my favorite part of my job. When I go to work, there is always an issue to resolve that involves some aspect of critical thinking. Using technology to implement solutions is another thing I like about my job.

KAI: What is one of the most common question you receive from clients and what counsel or advice do you give them?

AB: Depending on the project, the questions may vary, but most frequently I am asked how I am able to switch the roles on a project so fast. One day I may be a Database programmer, DBA another day, data Modeler, BI guy, or Data Architect some other day. Switching between roles is what I do frequently. My answer to this is that any role is a series of small logical steps. It may seem quite overwhelming from a distance, but if we break it down into a series of logical steps, it is doable. This directly applies to any problem solving I do in my day-to-day life as well.

Now that we’ve learned more about Ajay’s data architecture work, here’s a little more about him!

Quick Q&A with Ajay:

Daily, must-visit website(s):
https://github.com/
https://www.kdnuggets.com/datasets/index.html
https://www.kaggle.com/
https://slack.com/

Preferred genre of music or podcast to listen to: Classic jazz, Bollywood music

Best professional advice received: At the end of day it is just another day at work, do your best.

Book you can read over and over again: Autobiography of a Yogi by Paramahansa Yogananda

Most-recent binge-watched show: I don’t binge watch now, but did binge “24” a while ago

 About Ajay: Ajay currently supports a public sector client doing Data Management. Besides work, he loves outdoor activities, racquetball, running and a game of chess. He also practices meditation regularly.

KAI Partners Staff Profile: The OCM Consultant

Business Analysis, Certified Scrum Product Owner (CSPO), Certified ScrumMaster (CSM), Communications, Continuous Improvement, Corporate Training, Government, Healthcare, Human Resources, KAI Partners, KAI Partners Staff Profile, Lean, Lean Six Sigma, Learning, Organizational Change Management (OCM), Process Improvement, Professional Development, Prosci, Sacramento, Six Sigma, Technology

There are many paths to success and while not everyone takes the same path, we often manage to arrive at the same destination. In our KAI Partners Staff Profile series, we share interviews and insight from some of our own employees here at KAI Partners. Our staff brings a diversity in education, professional, and life experience, all of which demonstrate that the traditional route is not necessarily the one that must be traveled in order to achieve success.

Today, we bring you the journey of Denise Larcade, an Organizational Change Management (OCM) Consultant for KAI Partners. Denise recently supported Business Process Re-engineering implementation for a KAI Partners client before moving on to implement some special projects at KAI Partners headquarters. Denise’s next client-facing role starts soon—she will be an OCM consultant for a California public sector state agency to help them move from a paper system to an electronic process.

KAI Partners, Inc.: How did you get into your line of work?

Denise Larcade: I started in grocery retail working in the stores—I found areas where I excelled and was able to implement Human Resource, Technology, and Operations practices. The grocery industry, much like banking and airlines, fell into mergers and acquisitions. I was placed on various mergers and acquisitions teams and due to my experience, eventually led activities to support retail mergers and acquisitions. My last merger came with a relocation from Idaho to Minnesota which didn’t work for my family at that time, so I chose to go back to school and get my bachelor’s degree. Not enough to fill my time and still residing in Idaho, I looked for local opportunities where my skills would transfer outside of the retail industry. I was hired on as a contractor to a local tech firm headquartered in Boise, Idaho to work on HR restructuring. While creating a plan to support HR restructuring, I saw an opportunity to move from paper-based manual processes to electronic stream-lined process improvements. My next venture, also outside of my roots in retail, was to lead training and development efforts to support the implementation of Idaho state’s new MMIS (Medicaid Management Information System). Two years in, I received the phone call from a former Idaho colleague at MMIS to support training and development on California’s MMIS. This was the opportunity to move back home to California, and I was excited to spend more time with my 96-year-old grandmother. I moved back to California and was fortunate to have three quality years with the matriarch of our family.

KAI: Are there any certifications or trainings you’ve gone through that have helped in your career?

DL: I received training and certification as part of leadership development when I worked in grocery retail. This training was instrumental in understanding the people side of change long before Prosci was identified as a Change Methodology. My experience in mergers and acquisitions prepared me for being a leader for change. Later, getting my Prosci certification was a desire as the methodology aligned to activities I valued in my merger and acquisitions experience.

I have been twice certified as a Lean Six Sigma Green Belt. The first time was more than 20 years ago and my recent certification occurred earlier in 2018. It was nice to compare what is still a valued practice in Lean Six Sigma methodologies and how technology advancements provide a more streamlined approach to process improvement.

KAI: What is your favorite part about your line of work and why?

DL: Teaching others and assisting resistors through change. No one likes change and what I find most interesting is that we adapt and make changes in our personal lives every day, so why are we not as willing to make changes in our work lives? I like leading a group through the awareness of making a personal change and how and why adopting that same mindset is valuable to you, to others, and to your employer in your work life.

KAI: What is one of the most common question you receive from clients and what counsel or advice do you give them?

DL: “Why do we have to change? We have been doing it this way forever. Doesn’t ‘if it’s not broke, don’t fix it’ apply?” My advice is to walk people through their personal life changes, e.g., The oven still works and isn’t broken, so why would you invest in a microwave? What are the benefits of a microwave versus an oven? Do those benefits support the investment? There are so many examples that support change. If we don’t change as a business, how can we be current and competitive?

Now that we’ve learned more about Denise’s OCM work, here’s a little more about her!

Quick Q&A with Denise:

Daily, must-visit website: I don’t have one, but I subscribe to many technology and change newsletters.  Sometimes you need something that pertains to your current focus of work.

Preferred genre of music or podcast to listen to: Top Pop and Top Country—I like to be relatable to the generations following mine. The music is usually uplifting and gives me lots of positive energy.

Best professional advice received: My grandfather was a great businessman; he developed his own corporation and was successful as a professional business leader, CEO, and mentor. He always said, “Your word is your commitment and treat others how you would like to be treated.”

Book you can read over and over again: Jack Welch’s book “Winning.” I could read it over and over again and it always pertains to my work at hand.

Most-recent binge-watched show: I don’t watch much TV and tend to turn it on for background noise; however, I am a fan of Survivor and the Amazing Race. I love to watch people problem-solve and I like to be on teams where people problem-solve.

About Denise: Denise Larcade is an Organizational Development Consultant and Merger and Acquisitions Expert. She is a Certified ScrumMaster, Certified Scrum Product Owner, Lean Six Sigma Green Belt, and is Prosci certified. She has over 25 years of experience in training, development, and leading companies through organizational change management. Denise has worked in corporate retail, technology, and government healthcare and most recently has experience with large-scale implementations nationwide. She currently works as an Executive Consultant with KAI Partners, Inc., providing client support to KAI Partners’ state clients. Denise grew up in the Silicon Valley and relocated to Utah and Idaho before recently returning to her native California roots.

KAIP Academy Lunch & Learn Event at The WorkShop – Sacramento

Business Analysis, Corporate Training, Event Recap, KAIP Academy, Learning, Project Management, Project Management Professional (PMP), Sacramento, The WorkShop, Training

The KAIP Academy recently had the pleasure of hosting Steve Morris, PMP, as he introduced his Morris Business Integration Framework via a Lunch & Learn event at The WorkShop – Sacramento.

Developed over the course of 40 years, Mr. Morris presented the labors of his research and extensive background to a select group of participants during KAIP Academy’s first Lunch & Learn.

The KAIP Academy is excited to host Mr. Morris’s future courses on Business Integration. We’re also looking forward to hosting Lunch & Learn sessions on a variety of topics coming soon!

If you need a location for your training session or meeting, The WorkShop – Sacramento can provide the space for you! Our small conference room holds eight people and our large holds up to 20. Email workshop@kaipartners.com or call 916-465-8065 to schedule your next event!

Why you Should Document Business Processes

Best Practices, Business Analysis, Documentation, Organizational Change Management (OCM), Project Management, Small Business

By Denise Larcade, CSM, CSPO, Prosci

One thing I’ve seen in my 25+ years working in change management and business analysis is that documenting Business Processes and supporting documents like Standard Operating Procedures (SOPs) adds value to a business in a variety of ways.

Unfortunately, some believe that documenting processes and procedures is not always the most exciting of tasks, and it’s often put off from one person to the next. Before you know it, the documented process for a task may be severely outdated—or nonexistent.

A lack of documentation can reduce efficiency of your business if, for example, someone goes on vacation. The back-up who’s covering for them should have access to the Business Process Diagram (BPD) and accompanying SOPs so they can do the job of the person who’s out. If there’s no documentation, the back-up has no idea what to do. The impact to the business is that while the process may be well-defined and streamlined, if it’s not documented, then time and labor is not utilized efficiently.

A complete lack of documentation can be a major problem if an employee leaves. Without knowing their day-to-day processes, it will be difficult to hire a qualified person to take over for them, not to mention keeping business running in the interim.

Luckily, documenting processes and procedures is not a daunting task. Businesses of any size can and should document their process. KAI Partners, a certified small business with fewer than 100 employees, regularly documents its processes and procedures.

When starting out, a good rule of thumb is that each WHAT documented in the BPD should be supported by some documentation on HOW (oftentimes an SOP). Further, when the Business Processes are updated, the accompanying SOP should be updated at the same time.

For example, if the diagram step in the BPD states, “Create Invoice,” there should be a manual/guide, SOP, or job aid detailing how to create the invoice. If today the invoice is created on a Mac and tomorrow it’s changed to a PC, the step in the BPD may not change, but the supporting documents will.

So, what do you do once you’ve documented your Business Processes? Stick them in a drawer and forget about them? No!

Depending on your current business state, you should look at your Business Processes quarterly, semi-annually, or annually. For mergers and acquisitions, I recommending looking at your processes quarterly. If your business is not going through a major change, you should check in with your Business Processes every six months or every year.

When you do regular audits of your business process, you’re checking for:

  1. Accuracy.Is everything the same, or have you made any business changes that should be updated? Think about the scenario above—if the software used to create the invoice is inaccessible due to a licensing issue, a work around may need to be created to keep the BPD current. If the work around does not have a solution date and may be a long-term work around, you should consider updating the BPD to reflect that. (Another reason why regularly-scheduled reviews are valuable—it forces the business owner to address something that was supposed to have been fixed by a certain date.)
  2. Improvements. Is there a way you can improve or streamline the process? What steps no longer need to be done or how can we automate? Perform a cost analysis to determine which step is most efficient.
  3. Future state. What may the future of this process look like? Look at how is the industry shifting or how have other organizations changed. If there’s a new system the industry is using, assess the initial cost to stand up using a new system, as well as the cost over time to change to the new process. This information will be helpful in the future, as changes start making their way down the pike.

I recommend every business—large or small—regularly document and update their processes and procedures. For those who are on the fence, just remember that while eliminating processes may eliminate roles, streamlining a business process means you can now put people in roles that need more attention. This will help your business running at its most efficient.

About the Author: Denise Larcade is an Organizational Development Consultant and Merger and Acquisitions Expert. She has over 25 years of experience in training, development, and leading companies through organizational change management. Denise has worked in corporate retail, technology, and government healthcare and most recently has experience with large-scale implementations nationwide. She currently works as an Executive Consultant with KAI Partners, Inc., providing client support to one of KAI Partners’ state clients. Denise grew up in the Silicon Valley and relocated to Utah and Idaho before recently returning to her native California roots.

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