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Category Archives: KAI Partners

Sacramento ARMA Records Knowledge Conference Event Recap

Conferences, Cyber Security, Data Management, Government, Information Security, Information Technology, Innovation in the Public Sector, IT Modernization, IT Security, KAI Partners, Public Sector, Ransomware, Risk Assessment, Sacramento, Technology

By Jamal Hartenstein, JD, CISSP, CGEIT, PMP

The Greater Sacramento Capitol Chapter of ARMA recently held its annual Records Knowledge Conference, which brought together records managers from city, county, and state clerk offices.

According to our local ARMA chapter, ARMA is dedicated to providing education and resources to those in the Records Management and Information Governance fields. They are committed to enhancing Records Management and Information Governance professionals through training, networking, leadership, and outreach.

The conference attendees brought a sense of eagerness to learn and share—ARMA chapter leadership gave event attendees a special opportunity to hear from world-class speakers—including and a lead researcher on the IBM Watson project, Dr. Ashish Kundu—on some of the most important and cutting-edge topics.

Along with a formidable group CEOs, I was honored to be asked to speak about Cybersecurity Threats to Information Governance. Highlights of the event and major takeaways included:

  • Understanding what data you have, who accesses it, and where it goes is paramount.
  • Conflicts among document retention policies, industry best practices, and laws suggest that we seek out and use the highest common denominator.
  • Trending topics and buzzwords the government sector include players like Smart Communities, Artificial Intelligence (AI), Digital ID, Blockchain, NIST, and the KAI Partners approach to security assessments.
  • Data Migrations are underway. Records Managers who respond to Freedom of Information Act (FOIA) requests for public records or subpoena must deliver records formats adhering to general business practices, which may be legacy.
  • Regarding Third Party Risk Management (TPRM), cloud services, and Business Associate Agreements, liability points back to the data controller regardless of contracts with data processors or third parties.
  • Mobile device management and data/device ownership remain a point of contention and confusion during public record requests.
  • Innovation is forcing a cultural shift in workforce demands and understandings of emerging technologies.
  • Artificial Intelligence (AI) solutions can be used to categorize and classify data, performing some of the tasks of current Data Custodians and Data Owners.
  • While AI may not replace Records Managers, Records Managers who understand and embrace AI will inevitably replace those who do not.

Public sector IT innovation and modernization means systems and processes change rapidly. One example of this is California Assembly Bill 2658, recently signed into law by the governor. This new law updates the definition of an Electronic Record to include blockchain and smart contracts as legally recognized records. It sends a clear signal that digital records management, particularly blockchain technology and smart contracts, are priorities for a more innovative and dynamic public sector.

This new law impacts public records requests because entries logged in public agency-owned private blockchains are electronic records. These records are susceptible to the Freedom of Information Act (FOIA). Records Managers may benefit from technology that makes the identification and delivery of public records to requestors easier. It may also create convenience for those exercising Public Records Act (PRA) requests. It’s a double-edged sword; it streamlines the processes but increases PRA volume at the same time.

The discussion of the California blockchain law was one most important topics discussed at the ARMA event. Another popular topic was IT Security Assessments.

The urgency in public sector data governance and records management is an incredible opportunity to embed IT security controls for the public sector personnel working at the heart of the ever-expanding challenges.

KAI Partners performs security assessments to address the multitude of challenges facing the public sector. Our assessments help ensure secure and efficient delivery systems where the organizational objectives align with the development of strategic plans and programs. In addition, KAI Partners’ training division—KAIP Academy—works to address technical skills gaps. Our training courses include ITIL, Project Management, Agile/Scrum, and more.

Were you at the ARMA Conference? What were your biggest takeaways about public sector innovation?

About the Author: IT Security Program Manager at KAI Partners, Jamal Hartenstein is a cybersecurity legal expert who has helped some of the country’s largest financial institutions, healthcare companies, and federal agencies develop their IT Security Roadmap programs. In his current role, Jamal provides guidance to executive staff and security professionals on laws, frameworks, and policies that help shape their strategic plan, and helps organizations innovate safely and securely. Prior to working for KAI Partners, Jamal served as an Electronic Warfare Sergeant in the U.S. Army Military Intelligence Corps, where he was a steward for Defense Information Systems Agency (DISA) framework. He earned his undergraduate degree from Georgia Military College and his Juris Doctorate from University of the Pacific, McGeorge School of Law in California.

KAI Partners Staff Profile: The Senior Project Manager

Government, Healthcare, Innovation in the Public Sector, KAI Partners, KAI Partners Staff Profile, Learning, Project Management, Project Management Professional (PMP), Public Sector, Sacramento, 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 Nick Sherrell, a Senior Project Manager who works with the Project Management Office for one of KAI Partners’ public sector health care clients.

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

Nick: Oddly enough, it all started with me wanting to become a Physician Assistant! Part of getting into a PA program requires shadowing an acting PA and gaining hands-on experience into the nature of the work. While shadowing a PA at the Sacramento Native American Health Center (SNAHC), I ended up being offered an opportunity to work for the clinic as a Patient Care Coordinator. My experience in this role opened my eyes to the number of challenges people faced in interacting with the health care system as a whole. Many people struggle to gain access to affordable, quality health care. This role changed my career trajectory from clinical care to wanting to help be a part of impacting the system to ensure more people are able to access quality care and live healthier lives. From then on, I have worked in roles gaining more and more experience and responsibility doing work within health care systems. This ultimately led to roles in Quality, Performance Improvement, Tech Implementation, Clinical Variation Reduction, and Project Management.

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

Nick: Absolutely! The first thing I realized when I made my decision to move from clinical care to administration was that I needed to gain more knowledge of business. My college career to that point focused heavily on the Sciences (Psychology, Biology, Chemistry, Physics, etc.). I decided to go back to school to obtain an MBA at UC Davis. This experience helped my career TREMENDOUSLY!

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

Nick: I love seeing hard work translate into better process and more efficient systems and seeing that work reverberate throughout the community.

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

Nick: A question I often get is “how can we get better at what we are doing?” My counsel or advice is usually based in first knowing where you are, embracing the imperfection, and building a measurable path to improvement through multiple small steps. Too often I encounter organizations that have a fear-based culture when it comes to metrics. It usually starts with a manager or executive who reviews metrics and lashes out at any report that spits out anything in red ink. Staff become afraid of being the messenger of sharing the red ink information, and then ultimately (and sometimes subconsciously) start to do things to prevent the red.

My advice, EMBRACE THE RED! Red doesn’t necessarily mean poor performance, it means an opportunity to work together to improve something. For me, it’s more of a Eureka moment!

Now that we’ve learned more about Nick’s background and project management work, here’s a little more about him!

Quick Q&A with Nick:

Daily, must-visit website: MLB At-Bat App. ALL the highlights!

Preferred genre of music or podcast to listen to:  Usually of the Rock / Blues / Acoustic variety. Podcasts, anything funny! Right now, I’m listening to ‘Conan Needs A Friend.’ Good stuff!

Best professional advice received: Measure it, but make it worth measuring!

Book you can read over and over again: Dragons Love Tacos (guess who has a two-year-old?!)

Most-recent binge-watched show: Game of Thrones.

About Nick: Nick Sherrell is a Project Manager with over 10 years of healthcare experience ranging from Quality, Performance Improvement, Technology Implementation, Data Analysis, and Consulting. Nick has worked with organizations ranging from the Sacramento Native American Health Center, Kaiser Permanente, Sutter Health, Blue Shield of California, and The Advisory Board Company. He currently works for KAI Partners, Inc as a Project Manager Consultant on a Public contract with the State of California. He received his MBA from UC Davis in 2015 with an emphasis in Organizational Behavior and Innovation. He became a Certified ScrumMaster in 2018 through Scrum Alliance training offered at KAIP Academy. He lives in Sacramento with his wife, two children, and Golden Retriever Emma. Find Nick on LinkedIn here.

Why Servant Leadership works in the Digital Services world

Digital Transformation, Employee Engagement, General Life/Work, Information Technology, IT Modernization, KAI Partners, Managing/Leadership, Sacramento, Servant Leadership, Team Building, Technology

By Catherine Kendall, PMP

Throughout my career, I have worked for some incredible individuals at esteemed consulting and technology companies. I am fortunate to have witnessed brilliance in action, incredible creativity, and professional excellence.

I have also witnessed behaviors that I promised myself I would never adopt or condone. Such behaviors include bullying, intimidation, fear mongering, public humiliation, sabotage, and my personal favorite, elitism (for example: “I have a manager title, so therefore I am better, smarter, faster”).

At the assortment of companies where I worked during my career, this is the feedback I consistently received: “You may be more suited for change management since you are so sensitive,” followed by, “You’re too touchy feely,” and, “You will never be an executive because you are too sensitive. Maybe an HR job is better for you,” and finally, “You care too much about people and how they feel. You need to stop that.”

Guess what? I became an executive and I am still a sensitive person.

I figured it out fairly early in my career that I am a servant leader and although this was not a leadership category I was aware of during the tender ages of 25 – 35, I always knew that I believed in building people up and putting their needs before mine. I knew if I took care of my team members and had their backs, they would deliver on their commitments. I believe in service to others, compassion, and kindness. Yet to many of my peers and managers, this kindness made me weak.

Fast forward 10 years later, I keep reading blogs about servant leadership as if it is some new kind of leadership style. It is often paired with digital services—why is that?

Technology has pivoted towards caring about customer behavior, thoughts, and actions. Technology is about the customer experience, not just the customer transaction.

The experience has everything to do with feeling and yet, for over 20 years, I was told feelings have no place in the corporate world of technology.

I am happy to say that I stuck to my own principles and continue to behave in a kind manner towards others. I would like to argue that I did it because I am incredibly principled, but if I am being perfectly honest, the few times I tried to be really tough, I felt sick to my stomach for a long period of time and then the guilt caused by the cognitive dissonance was overwhelming and incapacitating.

Being kind to others and behaving as a servant leader does not make a person weak. Abusing employees, taunting them, condescending on them, bullying them—do people really believe leadership is equivalent to being mean?

I am pleased to see the changing of the tides. While I do not believe the days of bullying and intimidating leaders are a thing of the past, what I do see is a growing belief not to mistake kindness for weakness.

About the Author: Catherine has 20 years of experience in managing large scale information technology systems integration projects. Before joining KAI Partners as the Service Delivery Director, Catherine was the Chief Information Officer for the California Department of Conservation. Prior to that, Catherine worked for IBM as a delivery Project Executive where she served predominantly public sector clients in both California and New York. Catherine started her career as a programmer at Accenture (formerly Andersen Consulting) in San Francisco and a process engineer designer and test lead at Deloitte Consulting in Los Angeles. She has her doctorate in education from Drexel University and she has an MBA and a B.S. from the University of California at Davis. Catherine is an animal rescue volunteer and does community service with the elderly. Her hobbies include playing piano, reading non-fiction and macro-economic research, and writing.

Sacramento’s Commitment to Community through Entrepreneurship and Workforce Development

Community Service, Coworking, Entrepreneurship, Event Recap, Hiring, Human Resources, Information Technology, Innovation, Innovation in the Public Sector, KAI Partners, KAIP Academy, Learning, Non-profit, Public Sector, Sacramento, Startup Company, Technology, The WorkShop, Training, Workforce Development

By Lucie-Anne Radimsky, CSPO

It’s an exciting time to be in Sacramento—especially if you’re looking at it from the perspective of our sports franchises. From the King’s most successful season in over 10 years to a potential Major League Soccer bid and subsequent arena built in the Railyards—the sky is the limit and our local economy benefits from this success.

Beyond making headlines in the sports pages, nothing screams vibrant economy like a strong workforce and a thriving entrepreneurial ecosystem.

KAI Partners takes our community engagement role seriously. Our leadership not only makes community engagement possible—they make it a priority. Community engagement is fundamental to our values, and it is what helps us continue to thrive as an organization.

KAI Partners recently had the opportunity to participate in two events focused on community engagement through workforce development and entrepreneurship.

The first event, sponsored by Valley Vision, was the Information Communication Technology (ICT) Advisory Committee meeting. This event brought together educators and employers to continue to push forward important work around developing the ICT Workforce and relevant pathways.

A strong turnout by educators allowed for interesting discussions around curriculum and its relevance to various industries’ skill demands. In the future, I hope more employers attend events like these. Employers are one of the most important stakeholders in this ongoing conversation and after the ICT meeting, one thing was clear:

More exchange is needed between educators and employers.

An exercise we performed within our breakout group highlighted this disconnect between employers and academics. We were given two job descriptions and were asked to give feedback on the skills—both technical and soft skills—needed to perform these jobs. We found that the technical requirements that employers associated with specific degrees did not match the actual skills acquired through that academic program and were outdated. This highlighted another reason why all stakeholders must work in tandem to ensure perception matches reality.

Next up on KAI Partners’ agenda was Pitch Week, sponsored by Sacramento State’s Carlsen Center for Innovation and Entrepreneurship. The day-long event included two afternoon sessions of startup pitches sponsored by StartupSac and Future Four & More (an annual regional Business Concept Competition for northern California community college and California State University students, hosted by one of the participating schools in the region).

According to Katherine Cota, the Executive Director at the Carlsen Center, “The purpose of this event is to develop business startups, boost economic development, encourage entrepreneurial thinking, connect students to angel investors and venture capitalists, and provide them with a wider, regional network of students, mentors, and professionals.”

From a plant-based prepared meal service exclusively for kids, to a blockchain solution to reduce efficiencies for real estate land registries, it was gratifying to see entrepreneurs of every age and creed participate.

The future looks bright and KAI Partners looks forward to continuing to support the innovation ecosystem.

We will continue to partner with academia, non-profits and public servants alike to ensure our region becomes stronger, more innovative, and more resilient. KAI Partners is always looking to meet new people, support organizations, and help cultivate solutions—especially solutions around public sector innovation.

We’d love to get to know you better—drop us a line in the comments below, or stop by our coworking and collaboration space, The WorkShop Sacramento.

About the Author: Lucie-Anne has over 15 years’ experience in communications and business development in the U.S. and Europe, on behalf of start-ups and non-profits. She has represented clients within the technology, energy, and telecommunications sectors to government agencies, press, and industry analysts throughout the world. Lucie-Anne has both American and E.U. citizenship. She is fluent in English and French. Lucie-Anne is an active community volunteer and has served on numerous non-profit boards and led alumni groups in Paris, Washington D.C., and San Francisco. She holds a B.A. in Economics from the University of California, Irvine. She currently resides in Sacramento with her Brazilian husband and two boys.

KAI Partners News You Can Use

Agile, Certified Scrum Product Owner (CSPO), Certified ScrumMaster (CSM), Co-working, Government, Healthcare, Hiring, Human Resources, Information Technology, Innovation, ITIL, KAI Partners, KAIP Academy, Learning, Managed IT Services, PMP Certification Bootcamp, Project Management, Project Management Professional (PMP), Public Sector, Sacramento, Scrum, Technology, The WorkShop, Training, Workforce Development

There’s always a lot going on at KAI Partners—from training opportunities to networking events to new job listings, we always have something afoot! Today we wanted to share with you some KAI Partners news you can use!

Professional Development

Our training division, KAIP Academy, has some great courses coming up, including:

  • Project Management Professional (PMP)® certification exam prep (4-day course)
  • Certified ScrumMaster® (CSM®) Certification via Scrum Alliance (2-day course)
  • Certified Scrum Product Owner® (CSPO®) Certification via Scrum Alliance (2-day course)
  • ITIL Foundation 4.0 certification exam prep (2-day course)
  • PMI-ACP certification exam prep (3-day course)
For more information, including course schedule and registration, click here.

Collaboration Destination

Our coworking space in East Sacramento—The WorkShop Sacramento—recently turned one year old!

To celebrate, we are offering a free day of coworking any weekday through April 15, 2019.

If you’re reading this after April 15th, not to worry—our daily drop-in rate is only $20, which is probably what you spend on parking and beverages at the coffeeshop where you normally work! Since we have free parking and coffee, the decision is easy! Come join us at 3301 C St., Bldg. 1000.

We are Hiring!

KAI Partners is hiring for a Managed Services Systems Engineer. The Managed Services Systems Engineer will support the completion of critical infrastructure management tasks, provide Tier 1 support to clients, configure new computers for deployment, and more.

For more information or to apply (and to view all our current job openings), click here.

Events for Everyone

In addition to being a place to rest your laptop, The WorkShop is also an event space! Here are some upcoming events taking place at The WorkShop:

Innovation Corner

We are all about innovation in the public sector, so we wanted to highlight some great innovation happening in that space.

Innovation doesn’t have to be technology forward. Yuba and Sutter Counties recently innovated their mental healthcare services by implementing a new partnership and best practices.

Check out this quick video discussing the Counties’ new venture.

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