A QUICK AND DIRTY GUIDE
TO DATA MATURITY

You’re probably familiar with the concept of data maturity — a measurement of how well an organization uses its data — and the maturity models that go along with it.

Understanding your current level of data maturity is the first step toward improving it. But the way you interpret and apply data maturity models might actually be hindering your success.

It’s tempting to look at a maturity model as a straightforward tiered system — your organization exists in one category, and your goal is to move up to the most mature category. But particularly for larger organizations, things aren’t so clear-cut. It’s common for different departments or business units to be at different maturity levels. Additionally, too many organizations get caught up in the long-term goal of data maturity and miss out on opportunities to create value at every maturity level.

In this article, we’ll go over the four categories we use to assess data maturity, give examples of challenges that arise in each category, and offer recommendations for driving more value at that level.

Before we get started, here’s a summary of each category for context:

Note: As you consider where you fall, it’s important to be realistic — think about where you are right now, not where you hope to be after completing a particular project. It’s also helpful to remember that it’s rare for an entire organization to exist within a single category. In most cases, different departments and teams will have different maturity levels.

Siloed

What it looks like:
Point-in-time data is manually exported from various applications and pulled into spreadsheets on an ad hoc basis. Team members compile and analyze data in their own individual workspaces (e.g. a spreadsheet only you have access to, or a platform that’s only used by one particular team).

Finding data requires some exploration — team members are not always sure where to look or who to ask for the data they need. They often end up emailing or asking around until they find someone who has what they’re looking for.

Example of a challenge:
You’re planning to hire people for a new team, and want to use a data-driven recruiting approach. You need access to key data about past recruiting efforts, like cost per hire, time to fill, recruiting yield ratios, and first-year attrition, so you send an email to HR requesting the information. HR then needs to take the time to locate and compile the data into a spreadsheet and send it to you.

Because you don’t have immediate access to the data you need, the recruiting process is already slowed down, and it will take longer to get your new team filled.

How to drive more value:
The importance of business process management can’t be overstated. For a process that will undoubtedly need to be repeated in the future (like looking at recruiting data), it’s important to start out with a deep, thorough understanding of the process itself. The first step to creating a repeatable environment is understanding what you want to repeat and why — then you can work on implementing more efficient processes.

Standardized

What it looks like:
Your organization has standard, scheduled operational reporting. You don’t have to go on an expedition every time you need data, because you know that you can find it in the most recent report (however, you’re still manually pulling data from that report). Even if you’re creating useful insights, they tend to stay with you — they’re not shared with other teams or business units.

Example of a challenge:
Each week, everyone in your department receives an email with an automated report that covers POS data. Most of the time, you don’t find anything in the report that’s actionable for you, so you sometimes don’t even open it.

When you do read it, you have to comb through tons of data to find anything relevant and manually extract it, which is time-consuming and inefficient. You complete analyses that are important to you within your own workspace, and the results aren’t usually shared outside of your immediate department.

How to drive more value:
Once you know where to find your data, determine what makes it actionable and relevant — and who needs to see it. As a starting point, ask yourself the following questions:

Enterprised

What it looks like:
When a particular threshold that’s relevant to your job is met, you automatically receive the relevant information. Rather than getting a standardized report that may or may not contain information you care about, you get notified only when there is data pertinent to a decision you need to make or action you need to take — whether that data is related to a budget milestone, warehouse stock, page views, or something else.

Sources of data are aggregated, so when you need insights, you don’t have to manually combine and analyze data. However, the reporting is still fundamentally historical and often comes too late to help you make informed decisions.

Example of a challenge:
You’re responsible for mapping out an upcoming seasonal campaign and need sales data to inform your plan. Each week, you receive an automatic report containing data that helps you shape the campaign, but you have no way of looking forward in time — you’re stuck with a decision-making process that is reactive, not proactive.

How to drive more value:
With the right timing, data can be leveraged to achieve better outcomes (and predict possible future outcomes). Don’t just think about what data you need and where to find it — think about when it will have the biggest impact on decision-making, and how it can help you course correct before things get off track.

Actualized

What it looks like:
Your data is set up to model and predict future outcomes, perhaps using AI tools like predictive analytics and decision algorithms. Analysts and data scientists are an integral part of the business vision, and insights are created by the company (not requested by specific business leaders).

For many companies in this realm, the data model is inextricably linked with the product or service they provide. For example, platforms like Netflix and Spotify are rooted in predictive data analytics and the ability to make personalized recommendations to customers.

Very few companies reach this level of data maturity — and the reality is, not every company needs to. It takes continuous investment to maintain an Actualized data system and depending on the products and/or services you provide, it might not deliver enough ROI to justify spending the resources and effort.

Example of a challenge:
Your organization is experiencing a slight decrease in customer retention. You already have access to real-time data and analytics that help you understand the problem, but you want to leverage that data in new ways in order to make more informed decisions.

How to drive more value:
Being an Actualized organization doesn’t mean you’ve crossed the data maturity finish line — in fact, there is no finish line.

Only the most advanced companies make it to this level, which means competition is stiff. And considering the incredibly fast pace of data technology, companies that don’t continuously innovate will be left behind.

At this stage, optimization is key. Consider how data can better drive decisions and open up new opportunities for your organization. In the case of the challenge above, building new algorithms for churn models could help guide decision-making and reveal more actionable data.

Conclusion

Identifying your current data maturity level and setting goals for improvement is all well and good, but without taking steps to get more value from your data at your current level, your long-term progress may stall out.

Rather than thinking of data maturity models as rigid paths with set destinations, use them as way-finding tools. Once you understand where you are, you can move forward — no matter what “forward” looks like for your organization.

Regardless of your maturity level, we can help you get more value from your data. Discover how to improve your data infrastructure and decision-making with our Data Maturity Assessment.

SURVEYING THE DATA LANDSCAPE IN 2022

In the past, data wasn’t necessarily important to every person within a company. It was used primarily by analysts, accountants, and other specialists.

But in 2022, companies are learning that becoming a data-driven organization means incorporating data into every aspect of their business — from talent management to customer engagement and beyond — and continuously optimizing how they use data with new innovations and process improvements.

What does being data-driven look like in action? Here’s an example: a west coast retail automotive company employing over 7,000 people across 9 states came to us with the goal of implementing a mixture of data science and machine learning to identify, implement, and improve safety, employee satisfaction, customer satisfaction, and profit margin. The client asked us to work with multiple teams within manufacturing, HR, marketing, and technology innovation to build out the desired capability.

To help this company reach their goals, we provided high-level strategic insight for new initiatives, built out proof of concepts, made recommendations for innovative methodologies, designed machine learning algorithms, helped them redefine company-wide KPIs, and trained their staff on new processes.

As a result, executives are better able to make key strategic decisions and further company goals based on data-driven insights, and the entire organization’s data literacy has improved.

A shifting mindset

A few years ago, the goal for many companies was “fixing” their data processes (a reactive way of looking at data management), with a focus that was often confined to specific departments. In 2022, most organizations are approaching data management differently. They’re aiming to be far more proactive — and to stay competitive, they have to be.

It’s less about simply “cleaning up” messy data, and more about creating meaningful, long-lasting, company-wide change that will continue to drive value and inform decision making in the future. In other words, it’s all about becoming data driven across the board.

Here’s an infographic that breaks down this change in mindset and some common challenges that are forcing companies to rethink the way they approach data:

Approaching data reactively and in silos is a way of the past. To keep up with the intense pace of change, constant innovation, and evolving customer expectations in 2022, a proactive, holistic, organization-wide strategy is required.

This change is positive on multiple levels. It’s not just good for staying competitive — it’s also a way to ensure that each of the common challenges described above (talent optimization, business insights, technical debt, etc.) get addressed so you can reap the benefits of becoming a data-driven organization.

That said, embarking on a large data transformation project can sometimes feel impossible, especially if you can’t promise ROI until months (or years) down the road. At The Gunter Group, we believe in taking a different, more iterative approach that enables organizations to realize immediate value while still keeping their larger goals — and the overall data landscape — in mind.

Ready to reframe the way your organization thinks about data? Talk to the experts at The Gunter Group.

What is tech debt?

Technical debt is often defined as the cost incurred when you repeatedly choose short-term solutions rather than doing the (larger, more expensive) work of tackling the big-picture causes of your problems.

But let’s look at the issue through a different lens: what is the nature of technical debt?

Because new solutions are built and deployed every day, all organizations incur tech debt, to some degree, with every system and process implementation decision they make. Even if you implement a new, innovative solution today, there will be a better one available tomorrow. In this scenario, you will still incur tech debt — just less than an organization that makes no updates.

Too many organizations think of tech debt as a problem that can be permanently solved. In reality, it’s a constant that’s renewed continuously by change and growth, and trying to “solve” it completely is a futile pursuit.

While you can’t make tech debt vanish into thin air, you can certainly make it more manageable. If you focus on managing its impacts in an ongoing way, you can deflate its looming, monstrous reputation and get to work on making meaningful improvements in the here and now.

Is tech debt destroying your data-driven dreams?

Analytics bottlenecks are a common issue related to tech debt. Silos slow down the analytics process; if only one person knows where a spreadsheet is and how to extract meaningful data from it, they become the bottleneck.

With each short-term fix and siloed process, data becomes harder to manage, access, and analyze. In turn, drawing insights from that data requires more time and effort, the insights become less timely and less reliable, and informed decision making becomes more challenging.

In other words, tech debt has a way of draining value from data — and the longer you let that debt accrue, the more value you’re losing. Using a prioritized approach to managing tech debt can help you cover more ground right out of the gate, so you don’t lose any more value than you have to.

One way to apply this prioritized approach is with backlog grooming, the periodic process of reviewing and prioritizing backlog tasks (and removing unnecessary or outdated tasks).

How do you prioritize what areas to address?

There is a lot of information available on how to tackle tech debt. Unfortunately, most of it is theoretical. While the abstract stuff can be valuable, if you’re looking for a practical way forward, you need to bring your considerations back down to earth and fold in the business perspective to create a technical debt prioritization plan.

You probably have a lot of tools at your disposal, internally and externally, and resources to leverage. Take a look at what you need to have happen — not theoretically (e.g. eliminating all technical debt by some point in the future) — but actually.

For example, The Gunter Group recently worked with a retail automotive company that was struggling with data debt. It was impacting every area of their business, including employee satisfaction, customer satisfaction, and profit margin. They needed a new approach, but with such a vast problem, it was difficult for them to know where to start.

We worked with multiple teams within the company, including manufacturing, HR, marketing, and technology innovation to create a prioritization plan. High priority initiatives included redefining company-wide KPIs, designing and implementing machine learning algorithms, and improving data literacy across departments.

Though they still have a long way to go on their data maturity journey, this company was able to start making changes where it mattered most, rather than remaining paralyzed by the challenge ahead.

How we work with clients to tackle tech debt

Remediating data-related tech debt requires far more than just technical skills — it requires asking the right questions, gaining a holistic understanding of your organization’s business goals (as well as how they may vary across different departments), and creating a dialogue to explore possible solutions.

Each of these components requires a tremendous amount of time, which internal teams rarely have. In most cases, managing ongoing operational struggles takes priority over transformation, and team members don’t have the capacity to focus all their energy on addressing tech debt. Meanwhile, recruiting new team members is a time-consuming, resource-intensive process, and thanks to the tech talent shortage, it’s more challenging than ever.

Turning to outside help can get the data transformation ball rolling without overwhelming internal teams or opening a can of recruitment worms.

At The Gunter Group, we leverage a multidisciplinary approach (technology, people, strategy, and execution) that enables us to see the long-term big picture while solving the highest-priority problems in the short term.

Combined with our extensive technical capabilities, this approach allows our clients to chip away at their technical debt and reclaim the value of their data as quickly as possible — without the burden of hiring a new team.

Conclusion

Think about a meaningful, specific problem you’re facing right now that’s rooted in technical debt, and what you would be able to accomplish if this problem was being managed proactively.

If you set your sights on eliminating tech debt across your entire organization, you’ll likely get caught up in a complex tangle of issues — and that one major problem that’s holding you back now will still be holding you back in six months.

To accelerate your progress, identify your most pressing issues, and reach out to expert help if you need it. With the right strategy and the right partner, you can mitigate tech debt and use your data to its fullest potential.

Is technical debt slowing you down? Discover how to improve your data infrastructure and decision making with workshops hosted by The Gunter Group.

ENGAGEMENT SPOTLIGHT
WITH SCOTT THEENER

Every organization we work with was deeply impacted by the COVID pandemic. Care for people, economics, health and safety: every company and organization has had to adapt to a very different set of priorities.

In the thick of the pandemic lockdowns, leading up to certain businesses opening back up, a multi-campus community college came to TGG asking if we could help solve a problem that had no pre-fab solution.

New state and federal health and safety protocols required the Auditing Team team to quickly react, building new campus regulations resulting in an exponential increase in procedural tracking, documentation, and compliance reporting.

I worked with our client to track the ever-changing regulations in order to develop a method to integrate the changes into scalable processes. The engagement was successful, and engaging for the whole team because there was a vision for the future.

To begin, I had introductory sessions individually with all team members to learn what was going well and what they felt could be improved. This helped inform a prioritized list of opportunities that we could start working on. We identified opportunities to implement automation and create recurring collaboration sessions where the team drove their own solutions to group challenges, rather than deferring only to management guidance.

TGG then supported this process by performing a gap analysis of the state and federal regulation changes and creating easy to consume documents for interested parties. These analysis documents took hundreds of pages of regulation and distilled them into language that increased awareness and increased understanding of the changes. This allowed staff and faculty to quickly create health and safety plans for their colleges that ensure compliance with the regulations while also creating safer environments. 

I also facilitated multiple sessions with the team to ensure new regulations were accounted for in the organization’s processes and the team felt confident the processes could continue the work.

By design, my primary function in these sessions was to ask questions to the team, usually without knowing the answer. The intention was to utilize “the wisdom of the crowd”. This philosophy states that the collection of wisdom from the people doing the work is the best way to improve and solve that team’s challenges. 

Another goal we established for this engagement was to help the team become more “T-Shaped”. Each team member had a specialty and expertise they brought to the team (the vertical bar of the T) while the horizontal bar of the T represents the knowledge they gain by learning about and exercises the expertise of their teammates. While being an expert in a particular discipline or field ensures the team has a wide range of skills, a teammate who is interested in learning new skills from their colleagues, helps to expand the shared understanding of the team as a whole. For example, one result of this effort and focus was that everyone on the team expanded their data analysis and spreadsheet skills.

The final piece of the project was helping the client to level-up and automate their data collection and analysis tools. Helping the client improve their data maturity and strategic data use, helped deliver efficiencies and insights that allowed the team to focus on areas that needed more attention.

As I reflect back on this engagement, the most rewarding component of the work was knowing that the team’s investment in becoming self-organized and deeply collaborative truly helped keep staff, faculty, and students at the campuses safe and healthy. We delivered real, tangible outcomes.

The community college is now well-positioned to continue monitoring for regulation compliance, via data analysis and metrics, to help departments enable health and safety best practices. We helped deliver a safer learning and working environment for students and faculty throughout the institution. The Health & Safety team has new found confidence in their collaboration skills, preparing systems and processes, and the tools needed to successfully complete a health and safety project of this magnitude.

When I look ahead to supporting other clients in the future, I’ll be able to use this experience to advocate for the power and opportunities that data analysis and metrics provide teams, the unlocking of potential when a team sees each other as equals and values collaborations with each other, and that communicating with your partners and stakeholders with transparency and honesty is truly a non-negotiable of success. 

Scott has 10 years of dedicated experience as an Agile practitioner, Scrum Master, and Product Manager coaching teams, mentoring new Agilists, and leading successful projects. With his high attention to detail and a passion for independent research and translating findings into compelling visual presentations, Scott excels at change management, team facilitation, and emotional intelligence. He is known for being a natural detective and storyteller who is committed, organized, and a responsible teammate that prioritizes consensus and transparency in all situations. Scott holds a B.A. in Mass Communication/Journalism from Boise State University. He is also a Certified SAFe 5 Agilist, Advanced Scrum Master, Scrum Master, and Product Owner. Outside of work, Scott loves exploring Oregon’s great outdoors and is an avid college football fan who loves rooting for his Boise State Broncos. He also loves Portland’s independent theaters such as Laurelhurst Theater, Hollywood Theater, and Cinema 21.

REAL WORK. REAL RESULTS.
PRAGMATIC AGILE IN PRACTICE

We recently published a series of articles on the topic of pragmatic Agile and how its approach and methods can impact organizations of all sizes. As a way to highlight pragmatic Agile in real life practice, we wanted to provide an example of how one of our consultants utilized pragmatic Agile while supporting a client.

Senior Consultant Rob Anteau, has been working with Agile and waterfall teams for decades. Even before joining TGG, he developed a similar perspective to the implementation of Agile. Below is a recent example of an impactful Agile adoption Rob oversaw at one of our clients.

Rob was a project manager leading an effort to modernize a software platform used by the client. The project was sponsored by “traditional IT” and many leaders dismissed Agile concepts in their initial plans, nor was that even part of their culture. Rob challenged this. 

First, Rob left the Agile vocab and dogma at the door. The company culture wasn’t hospitable to the new terminology, so he didn’t push it. Rob started with a two week time-box with a planning session. The team got on board, finding freedom in the admission that they didn’t know everything at the beginning of the project. 

Next, Rob introduced a retrospective, tailored specifically to his team. He framed it as a chance for the team to learn from their mistakes and to capitalize on strengths. He led by example, demonstrating what active engagement looked like. 

This all required some heavy lifting on Rob’s part. He still had to create the 650 line project plan, and constantly translated the iterative work of his team into a report for leadership. He served as a lead blocker, allowing his team to iterate while he kept management informed. In the end, all parties were happy with the new setup.

Rob knew that elements of Agile would be helpful for his team, and understood he didn’t need to get there in one day. He took his time, gradually introducing elements and demonstrating their value. He didn’t need to act like the smartest guy in the room; rather, through servant leadership he demonstrated and cultivated the Agile mindset. As a result, his team experienced a mindset-shift, finding comfort in the idea that their work didn’t need to be perfect to be valuable. They came to see “good enough for now” as, well… good. 

This was pragmatic Agile in practice. Whether our clients need support for a wholesale digital Agile transformation or just a little help along the way, we’re excited to partner with them to meet their goals.

More about Rob Anteau:
Rob is a technical program leader who is adept at developing and executing programs utilizing agile and waterfall methodologies across multiple industries, from healthcare to the public sector. With a background in IT infrastructure, cloud migrations, network operations, and cyber security projects, Rob uses his technical expertise and business acumen to bring stakeholders together to ensure quality and timely delivery. He places importance on communication and being adaptable to a variety of environments. Understanding that there is no one-size-fits-all solution in technology, Rob is committed to delivering a final product that is aligned with client objectives. Rob holds a B.A. in Industrial and Organizational Psychology from Vrije Universiteit as well as the following certifications; SAFe 5 Agilist, Scrum Master, ITIL, ISTQB, Prince2, Six Sigma Green Belt, and TMap. Rob is a fan of the maker movement and in particular enjoys electronics projects. His other passion is anything VW related; he owns a 1978 Westfalia.

ENGAGEMENT SPOTLIGHT
WITH ERIC DUEA

Recently, I had the opportunity to partner with a regional-sized financial institution focused on a “future of work” project. The project was centered on the organization’s plan to permanently transition to a hybrid work environment. The client had navigated 2020 and the associated pandemic-related challenges well by intently listening to their employees and customers. Operational teams were adapting quickly to new standards, technologies, and expectations. The company was confident in their people and they felt ready to be one of the first companies to make such a transition.

As I began my work with the client, it was easy to see how much leadership valued their people and how much employees valued their place of work.  Additionally, leadership also recognized the significance of the change impacts that accompanied this decision. Their highest priority was to maintain a thriving company culture. 

Many of the anticipated change impacts were universal to the employee experience. For example, all employees knew that video conferencing was simply now a part of their everyday experience. For the most part, all employees working onsite could anticipate similar changes. Sharing desks, equipment, meeting rooms, and flexible common areas would be the new normal.

However, there were also different implications company-wide depending on department, team, and role. It was widely understood that not every role would allow for flexible work arrangements. The nature of communication to certain employees that their position does not enable the same flexible work arrangements as their peers, was a critical element of the overall work effort. This process, if not properly navigated, presented a potential threat to company culture. 

We kicked off the engagement through employee surveys, focus groups, interviews, and all-employee communications. We knew that detailed data on employee experiences would be key in informing how we structure work sessions, but it was also pivotal to the expansion of our awareness and empathy as facilitators. Most importantly, all employees were invited to participate in the process, offer input, express concerns, and share what was most important to them regarding this upcoming change. For example: How important is it to employees to have the option to work from home? What resources do they need to work from home? What are their top concerns?

We formed multiple working groups comprising a balanced cross-section of the organization to ensure sufficient representation existed during these difficult conversations. The working groups collaborated over a 3-month period to co-design a hybrid work program that they believed would enable the company and its employees to succeed in this new semi-virtual workplace arena. 

The most rewarding aspect of this engagement was the privilege to be a part of a group of people defining how they wanted to show up for one another on a daily basis. It was truly delightful to observe how naturally teammates gravitated towards themes of collaboration, responsibility, and doing right by one another.

In hindsight, it shouldn’t have been surprising. After all, leadership had given up control and trusted employees of the organization to work through these difficult conversations. Naturally, the employees reciprocated by centering discussions on what was best for the company. This is not to say that some of the conversations didn’t involve contentious debate. For example: Is it an expectation that everyone’s camera is on all the time? And, if someone elects to work from the office every day, can they opt out of desk sharing and reserve their own desk?

Fortunately, the leadership team did not expect the working groups to design the perfect hybrid work experience on the first attempt. Leaders understood that the transition to a new way of working together and serving customers would be a learning journey for everyone. They emphasized the importance of embracing adaptability and a spirit of continuous improvement.

Throughout this engagement, I was reminded that high collaboration, inclusivity, and consensus building are as time intensive as they are worthwhile. The decision to allocate several team members to a change process such as this is always difficult. There is always opportunity cost for where resources could be spending time instead, but it’s an investment.

The result of this investment was an organization of employees that felt included and valued in a change process that was very important to them. The returns on this investment will be realized over the years ahead. While these returns may not be measured and calculated in direct association with the investment made, they will be nested within employee retention rates, employee satisfaction, cross-departmental collaboration, company culture, and of course the experience employees provide to customers. They learned a lot about one another, and I saw the multi-level value of doing change well.

Eric applies a systems thinking approach to problem-solving. He is highly collaborative and genuinely passionate about helping others succeed. Eric’s experience spans across multiple industries including resorts and hospitality, international non profit, sustainable business/social enterprises, and events management space. His areas of expertise are sales and marketing, sustainable business, project management, business development, business process management, and business planning and analysis. Eric holds an M.B.A in Sustainable Systems from Presidio Graduate School as well as a B.S. in Business Administration from Methodist University; he is also a Certified Scrum Master and PGA Golf Professional. Eric is an avid golfer. Outside of work, he can be found strolling the fairways of Central Oregon and Southeast Washington.

EXECUTION PRACTICE Q&A WITH TRISHA BENNETT

At The Gunter Group we categorize our work into four practice areas: Technology, Execution, People, and Strategy, with client engagements often stretching across multiple service categories.

Our work within our Execution Practice supports clients as they pursue large transformation programs and change initiatives, in order to achieve complex and impactful objectives.

In this Q&A we explore our Execution Practice in greater detail with Trisha Bennett, Principal Consultant and Execution Practice Service Leader.

Tell us a little bit about the nature of work TGG focuses on within the Execution Practice:

Our Execution Practice is the intersection of all our practice areas and brings ideas to life for our clients. It’s about implementing strategies and using technology to align and serve people. These types of engagements usually take the shape of larger transformation programs or change initiatives. Our clients may think of these types of programs as focused efforts that just need to be executed, but we make sure that our team is bringing a perspective for how to realize strategic objectives through changes to the people, process, and technology ecosystem of a business.  

Tell us about a recent engagement supporting a client initiative:

We have partnered with a national insurance provider that is undergoing an effort to move from their 20-year old legacy on-premise ERP to a more flexible cloud based solution using Workday Financials. Our consultants supported the organization’s business transformation by leading the program management, technical project management, business analysis, process design, and training strategy and delivery. This engagement was a great example of how our consultants in the Execution Practice used their skills in analysis and project management to make sense of a complex organizational, process, and system environment in a way that was collaborative but with a relentless focus on outcomes.  

What do you anticipate impacting organizations over the next 3-5 years in the Execution category?

Organizations will do more projects in the digital space and these projects are going to require companies to show up differently for their customers and their employees. To make these changes happen, organizations can’t work in the same way that they were working. Internally these changes impact organization structures, internal communications, HR/hiring, and work has to be managed and measured differently. 

Tell us about one of your favorite projects your team has worked on:

Working with executives in translating their visions of the digital space into executable work for the teams that make it happen. These range from creating a new customer experience for a health insurance company to standing up apps for retail sales.

More about Trisha Bennett:
For nearly 15 years Trisha Bennett has partnered with business leaders to advise and lead strategic initiatives in the healthcare, insurance, retail, education, and veterinary services industries. Her career has focused on delivering best-in-class portfolio strategy, program management, project management, and analysis. As a Practice Leader, Account Leader and Manager, Trisha leads teams of consultants to support clients, solving complex business problems. She has a proven dedication to deliver and a reputation for building highly effective project teams by seeking clarity and understanding, even in the most ambiguous environments. Trisha’s management style is focused on collaboration, transparency, and meaningful communication. Trisha holds a BA in Supply Chain Logistics and Business Management from Portland State University; she is also certified as a Project Management Professional, Change Manager, and SAFe Agilist.

TECHNOLOGY PRACTICE Q&A WITH MATT JAMISON

At The Gunter Group we categorize our work into four practice areas: Technology, Execution, People, and Strategy, with client engagements often stretching across multiple service categories.

Our Technology Practice focuses on understanding clients’ technology needs and challenges, and crafting pragmatic action plans.

In this Q&A we explore our Technology Practice in greater detail with Matt Jamison, Principal Consultant and Technology Practice Service Leader.

Tell us a little bit about the nature of work TGG focuses on within the Technology Practice:

Our Technology service line stands out in that it’s an extension of our management and business consulting work. We’re always engaging with our clients from a business lens, utilizing processes and people, and adding a technical depth and expertise to our client partnerships.

What is the most rewarding aspect of supporting clients in TGG’s Technology Practice?

Meeting our clients where they are, understanding their needs and challenges, and crafting a pragmatic action plan. This means evaluating their tech stack, teams, and asking, “What can we do in the next 6 weeks and 6 months?” With this approach we can start helping and start delivering value right away and not just toward a project’s end.

Tell us about a recent engagement supporting a client initiative:

A national education services provider planned and started a digital transformation initiative. We helped them step back and assess their readiness to execute their digital transformation strategy. Additionally, our team made a series of digital program structure and agile product delivery recommendations that we are helping drive forward.  

What are recent trends you see impacting organizations in the Technology space?

COVID has substantially increased consumer expectation for a robust digital experience for many companies. People are much more willing to engage in a digital experience now because it became a reality during the pandemic. And this aligns perfectly with our Technology Service offering. Consumers are demanding a great digital experience and we’re able to help because that transformation is built from everything TGG does.

What do you anticipate impacting businesses over the next 3-5 years in this area?

Expectations of digital experiences are going to be high. Whoever is doing this experience well right now, will likely be doing it well in 3-5 years. Ones that aren’t doing this well or didn’t do it in the past, might not be here in 3-5 years and expanding and creating a digital experience is expensive. Instead of buying property for storefronts, you’re investing in technology costs and data centers — and this will be just as true in the future as it is now.

Tell us about one of your favorite projects your team has worked on:

A global athletic wear company started their digital transformation back in the mid-2000s mostly focused on North America. Now we’re helping expand their global footprint because they sell so many products outside of the United States. This leads to interesting questions to answer, involving how to make technology scalable and reliable. It’s even more interesting because we can use prior learnings to inform new strategic ideas.

More about Matt Jamison:
Matt is an experienced solutions architect with a results-oriented understanding of the intersection between reality and architectural theory. He has the ability to plan, develop, and implement large-scale projects while maintaining impeccable attention to detail. With 20 years of functional information technology experience, Matt has end-to-end IT knowledge from layer 1 networking to application API interaction. An expert in mapping technology solutions to business needs, Matt is also able to conform to required regulations while maintaining IT best practices. Matt’s experience spans multiple industries, including healthcare, telecommunications, and security and software. He is an AWS Certified Solutions Architect and a Certified SAFe 5 Agilist. Outside of work, Matt enjoys the outdoors and all things bike-related.

PEOPLE PRACTICE Q&A WITH
KARA O’CONNOR

At The Gunter Group we categorize our work into four practice areas: Technology, Execution, People, and Strategy, with client engagements often stretching across multiple service categories.

In our People Practice work we empower companies across all industries to align their people and strategic objectives in order to maximize results.

In this Q&A we explore our People Practice in greater detail — as we visit with Kara O’Connor, Service Delivery Manager – People Practice.

Tell us a little bit about the nature of work TGG focuses on within the People Practice:

What separates our People Practice is the unique and focused way that we ensure people and culture are cared for and prioritized in any big change. We frequently assist organizations with large complex change initiatives that balance technical proficiency (project management, business analysis, etc.) and people proficiency (change management, employee engagement, etc.). Our team focuses on being well-rounded so we can thoughtfully bring both perspectives to the table.

What is the most rewarding aspect of supporting clients in TGG’s People Practice?

If we do our jobs well, people feel like we’ve helped them prepare for and overcome something challenging. We’re helping avoid burnout, helping find clarity, and helping design a future with people at the forefront. This truly makes a difference for people’s lives, when their human emotions and reactions are respectfully accounted for. When we’re able to support change like this, it’s very meaningful and very rewarding.

What are recent trends you see impacting businesses in the People Practice space?

I’ve really loved seeing more conversations about integrating change management into agile projects. You’ve typically seen change management presented in very traditional, waterfall methods and these methods are not the only way! 

What do you anticipate impacting organizations over the next 3-5 years in this area?

I think People Practice issues are becoming more mainstream. A few years ago, change management was really on the periphery, not many people were prioritizing it in their projects. Now, we’re seeing more acknowledgement that without addressing the human component in the workplace, you’re missing half of the picture. 

Tell us about one of your favorite projects your team has worked on:

Right now we have someone working on a social and emotional wellness program for a large public school system. At a time when school staffs are being stretched thin, it is great to know we have someone to help organizations strategically plan for and build programs that support the mental wellbeing of their staff. This ultimately has a huge impact on our community as a whole in light of school staff connecting with parents and students.

More about Kara O’Connor:
Kara owns a diverse background in organizational change, team leadership, project management, communications, and marketing analytics. She is passionate about keeping “people” at the center of change management and large-scale initiatives and has enjoyed bringing strategic, people focused solutions to her clients for over 10 years. Kara is very skilled at considering issues with a fresh perspective, which results in her suggesting and implementing viable solutions that may not have been previously considered by an organization. She has worked in a wide range of industries for many nationally-recognized brands, in technology, healthcare, sportswear, and education. Kara holds a B.S in Business Administration and Marketing from Central Washington University. She is also a Certified Scrum Master and PROSCI Certified Change Practitioner. In her free time, Kara enjoys spending time in the great outdoors with her family of four.

REFLECTIONS ON CHANGE MANAGEMENT IN UNCERTAIN TIMES

The Gunter Group hosted the ACMP Pacific Northwest chapter’s monthly Coffee Chats in April, May, and June. Just as everyone was figuring out how to deal with so many things changing, we facilitated a three-part webinar series entitled ‘Reflections on Change Management in Uncertain Times’. The conversations were timely but the change lessons we learned are timeless.

Afterward we sat down with our host, Stephen Bacon, to get his perspective on how to navigate through large-scale change.

In case you missed the webinar series, you can view replays here:

Part 1: How Things Have Been Disrupted
Part 2: How We Are Adapting
Part 3: What We Are Learning

More about Stephen Bacon:

Stephen is passionate about understanding the overarching strategic goals of an organization and leading the changes that are so often necessary to implement those strategies. His expertise is managing strategy and change projects across a variety of organizations. Stephen has spent twenty years leading initiatives at Fortune 500 companies, academic institutions and not-for-profits in the education services, technology, financial services, consumer products, and healthcare industries, including extensive international experience. Stephen is a Certified Associate in Project Management (CAPM), holds a green belt in Six Sigma, and is accredited in various psychometric assessments (MBTI, ESCI, NBI). He holds a B.S. in finance and marketing from Boston College and an M.A. in organizational psychology from Columbia University. In addition to his service on not-for-profit boards, Stephen has three young children and a chocolate lab. He lives and works in Portland, Oregon.