Monday, February 19, 2018

Success Story – David Telford


Have you ever met someone who connects with people in a way that seems natural and without effort?  When you find someone who listens to (the physical act of absorbing sounds) and hears (paying attention to what is being said or left unsaid) those around them with greater clarity than others, are you inspired to make a personal connection?  David Telford is one of these people.  He is the kind of guy that endeavors to understand people and makes a lasting impression with every interaction.

When discussing what it means to succeed, David draws on both definitions of the word; turn out well or have a favorable result, and come next after or follow after another.  To David, succeeding isn’t the completion of a journey but rather the achievement of a progression of goals, each serving as a mile marker along the way.  As these goals are reached, the path is laid for others to follow.  “Success is never an individual pursuit.” 

In a recent, real life example, David shares about preparing for a 28.3-mile hike to raise money for the Make-A-Wish Foundation.  He jokes that his goal was originally to just survive.  He started with small hikes and progressed further with time.  He set goals to hike 5, 7, 12, and then 21 miles as part of his training.  Three weeks before the date of the Make-a-Wish hike (28.3 miles in one day), he was on a 21-mile training hike when around mile-17, he hyper-extended his knee and had to stop.  He was determined to proceed with the Make-a-Wish hike and committed do what he could, although completing all 28.3 miles was unlikely.  He even made a deal with his wife, if they both finished the hike, they would get Make-a-Wish tattoos to celebrate.  When the day of the hike arrived, he could still feel the pain in his knee.  At mile-17 the pain in his knee was compounded by growing heat exhaustion.  At mile-21, he knew his struggle to continue was actually holding his wife back from completing the hike.  So, David stopped his own hike and encouraged his wife to finish (which she did). 

One of the biggest lessons David draws from this event was, a leader needs to understand when their direct leadership is not needed anymore, and the person they have been guiding is ready to go on without them.  A leader often has to lead from behind, driving others to find their own path, and provide encouragement and support to empower them to succeed.  David states it is important for managers who are leaders, to remember they work on behalf of their subordinates.  That is how a leader’s success is measured.  Are those who you are responsible for successful?  Are you clearing obstacles to enable their success?  Are you giving them a means to thrive and step up as leaders themselves? 

David cites Jim Anderson (https://www.linkedin.com/in/jim-anderson-a32859/), who was David’s manager at JD Edwards, as an example of such a leader.  David recognizes he, himself, is often unmanageable, by which he means if you try to manage him, he will often rebel, but if you provide leadership and support, he will find ways to succeed.  He credits Jim Anderson with both empowering him in that capacity, as well as teaching him the benefits of this approach.  With Jim as a role model, David eventually found himself in the Critical Account organization at Oracle where he worked with customers throughout the world to address challenges with their JD Edwards implementations.  This is where those listening and hearing skills became his greatest asset.

David says the best tool available in a consultant’s toolbox is the ability to listen and hear what is being said.  The physical act of absorbing sounds is not enough, a consultant needs hear with empathy to understand the pain, and uncover things which may be left unsaid.  “You guys have to fix this problem now!” might be what is said, but “Or else I will lose my job!” is implied even if not spoken.  David learned this early in his career, which had a significant impact on his ability to handle critical accounts for JD Edwards.  Through experiencing different cultures and situations, he found a primal desire in all people is to be heard. He said, “During my time with Critical Accounts, I found 9 times out of 10, the problem with a project was communication.  Everyone was speaking, some people were listening, but nobody was hearing.  Day 1 of any escalation was always an opportunity for everyone on the team to say what they had to say, point fingers where they wanted to point, and deflect blame.  Day 2 was about moving forward.” 

Critical Accounts is where David met the second person he credits as having a significant role in his leadership approach; Carlos Barradas. David shares it was Carlos who helped him understand, in troubleshooting, the focus needs to be on solutions not blame.  As David traveled around the world helping to diffuse critical situations, he realized finding a workable solution to fixing problems was far more important than finding the best solution.  He says, “There might 50 solutions to a problem, and they will all work, but there might be 2 that get the job done now, even if they are not the most elegant way to do it.”  During times of difficulty the important focus is to get past the thing holding back progress.  There will be time to reflect on root cause and lessons learned after the critical issue is resolved.  You have to keep things in perspective.

Keeping perspective is where David shares he has learned some valuable lessons in leadership.  Remember, the hike?  After quitting at mile-21, David felt like he had failed.  Amy Brindley (https://www.linkedin.com/in/amy-matlock-brindley-7b7b2953/) the President and CEO of Make-A-Wish Central and West North Carolina reminded him hiking 21 miles in one day is a big deal even if you have two good knees. He had walked farther than he believed he could before he started training.   He had exceeded his own expectations.

Amy has become not just a friend to David but also a source of inspiration and a continual reminder to keep perspective.  “She has an incredible passion for these kids in medical jeopardy, as well as their families,” he says.  “It is hard to imagine how someone can sort through and connect with all these emotions experienced by these hundreds of families and continue to wake-up each day and do it all again – with a huge, infectious smile on her face.”

When discussing his ability to work diverse groups of people, David points to two books which have influenced his method for understanding; The Tao of Pooh, and The Te of Piglet, both written by Benjamin Hoff.  He shared, these books helped him frame an understanding of how people behave by understanding how they emulate different characteristics of those lovable characters from Christopher Robbin’s neighborhood.  David also took some college classes on Zen and regularly meditates.  He is a lover of languages (human and computer) and endeavors to learn something new each week.  These traits form the foundation of David’s ability to understand problems from the perspective of those facing issues.

In business, as many professionals progress, there comes a time when an “Exit Plan” begins to form.  Often, this “Exit Plan” includes planning when and how one will retire to enjoy the fruits of their years of labor.  David’s view on this is different.  He believes we should all be enjoying the benefits from our hard work as we live our lives, and the “Exit Plan” should be about training and mentoring others to fill the role he will eventually leave.  “That’s when the real work, and the real living begin.” A true leader ensures a successful organization will continue to thrive well beyond the leader’s tenure. 

David’s leadership style, and success in the workplace is built upon learning from the experiences of many great leaders in his life.  David is also a foundation for numerous other leaders who have worked and are working with him.  He serves as an inspiration and motivator to those with whom he has come in contact.  Thank you David for taking time with me to give me insight into your life.

Footnote:
To follow the author on LinkedIn - https://www.linkedin.com/in/toddrthomsen/
For more information on the GSI where Todd is a Sr. Client Success Manager - https://www.getgsi.com/


Wednesday, February 7, 2018

Success Story – Kevin R. Herrig

Passionate, visionary, driven in the pursuit of excellence are characterizations which provide insight into Kevin R. Herrig (https://www.linkedin.com/in/kevin-r-herrig-ab8292a/).   As founder, President and CEO of  GSI, Inc. (aka GSI), Kevin continually seeks ways to pass these traits and benefits to the people in his life, his family, friends, colleagues, partners, employees and clients.  Kevin’s vision of GSI’s future is for strong, continued growth, while providing his employees an exciting and gratifying worklife and homelife.

Kevin views success in leadership as coaching, teaching, and encouraging those around him to grow and prosper with a a drive for excellence.  His belief is everyone can achieve greatness, if they are willing to work with excellence as the goal.  He shared, the key to helping someone along is to show them you believe in them.  It is important to allow others to take risks, make mistakes, and learn from the lessons experienced. 

Much of Kevin’s passion for success comes from growing up where athletics played an important role in his life.  The desire to be the ‘go-to’ team member when the game is on the line, and seeing others around him wanting the same thing, has a huge influence on him even today.  He strives to pass that drive on to those around him and wants others to experience the thrill of being the person who drives the team to victory. 

Working for JD Edwards, early in his career ignited a spark which led Kevin to believe he could be successful.  His manager at the time gave him an opportunity to run his own team in the way Kevin felt would be best.  It was this encouragement and on-the-job learning which helped Kevin gain insight and experience in leading others and driving success.  Even today, that manager is still a close friend and a notable influence for Kevin. 

Kevin believes people are the most important part of business.  Being successful in business is more about showing you truly care about the success of others.  There really is no other way to forge fruitful, long-lasting partnerships and connections.  Kevin is fond of using the term “GSI Family” when speaking about the folks with whom he works.  His attitude towards the GSI Family goes beyond just those who work with him.  He cares about the families of those who rely on GSI to provide a paycheck, and loves to see them thrive as well.  He encourages them to thrive in their personal lives so they can reach their goals like sending their kids to college, having an impact on their community, or wherever their dreams take them.  Kevin sees his passion for the GSI Family as his biggest asset and feels honored to have played a small part in their growth both professionally and personally.

Kevin has an inspiring viewpoint on hardships.  He talks about how there is always going to be difficult times in both business and in life. Kevin says it is the strength of your relationships that get you through the tough times. This is why Kevin believes it is extremely important to put quality time into all of your relationships. He says as soon as you start taking a relationship for granted, it will start coming apart. Without a deep seeded care for others, this kind of attitude does not exist.  It is clear Kevin is most interested in focusing on people and helping them to thrive, not just survive.

At least two well-known global leaders have influenced Kevin.  Kevin shared, Robert Kiyosaki and his book “Rich Dad, Poor Dad”  ignited the spark which led to him starting GSI.  Kevin also stated the life and teachings of Richard Branson have a big influence in his life.

Like most of us, Kevin’s dad had a huge influence in his life.  Kevin’s dad saw Kevin’s qualities of being less risk adverse and more adventurous in business would serve him well on his journey to success.  His dad encouraged him to not let the fear of the unknown hold him back from his dreams for GSI.  He helped Kevin to understand, the worst thing that could happen is he might lose money, but money can be earned back; it is the knowledge from making mistakes and learning from them is the most valuable thing you can possess.

Kevin also listed off many other people in his life who are actively influencing him today.  Shawn Scanlon (https://www.linkedin.com/in/esperp/) is a person who is always upbeat and passionate has taught Kevin, being happy is contagious.  John Bassett (https://www.linkedin.com/in/john-bassett-a23328111/) drives process excellence and sees things with a realistic mind-set.  David Telford (https://www.linkedin.com/in/dwtelford/) is the person who saw the potential synergy among the three principles of GSI and David is the one who brought them all together.  Cathy Gallagher (https://www.linkedin.com/in/cathy-gallagher-9079797/) understands the political nature of situations and partnerships and has helped Kevin understand more about connecting and relating in difficult situations.  Bill Cashman (https://www.linkedin.com/in/bill-cashman-ba459b1/) is more than just a CFO, but seeks to analyze the “why” behind the numbers.  Both Bill Cashman and Cathy Gallagher are always willing to take on anything Kevin hands to them.  Kevin attributes his success to these and many more who have influenced him throughout his career.

Kevin revealed, in recent years he decided to take what he calls a 360° view of his life.  He sought feedback from mentors, colleagues, employees, and family members; asking for honest feedback through guided questions.  There are a number of things he learned through this exercise.  An example Kevin shares is where he thought he was helping, others were feeling micro-managed. This taught Kevin a valueable lesson about situational leadership...one size does not fit all.

Kevin finished by reemphasizing, making mistakes in life and business is part of the journey and leads to growth.  Learning from those mistakes is part of the process.  If someone wants to get better they need to look at themselves, those around them, the mistakes and lessons learned, and view it all through humility and a desire to grow.  People are far more important in life than the financial standing of GSI.  You need to invest in bringing smart people into the organization and give them the ability and opportunity to thrive; listen to those around you as they have great, valuable lessons to share.

GSI, Inc. (www.getgsi.com) is a prolific consulting and managed services firm which provides services in JD Edwards, Salesforce, NetSuite, Oracle and Microsoft RDBMS, Sharepoint, and ServiceNow.  GSI also works with leading Cloud providers in support of these enterprise software solutions. In addition, GSI offers it’s own custom products and creative solutions to serve its client base with innovative approaches to Cyber strength, systems health, and tools to streamline and improve business processes. 

Footnote:
To follow the author on LinkedIn - https://www.linkedin.com/in/toddrthomsen/
For more information on the GSI where Todd is a Sr. Client Success Manager - https://www.getgsi.com/

Tuesday, February 6, 2018

Success Story – Julie George

Have you ever met someone who instantly strikes you as an authentic person, someone who does not hide behind a facade?  How about a person who you can instantly tell they have a passion for excellence?  If you get a chance to work with Julie George (https://www.linkedin.com/in/julie-george-37078a1/), that is exactly what you will experience. 

Julie is a successful small-business owner (http://www.thejagwiregroup.com/) and has been in business for herself since 2005.  Her company focuses on recruiting for companies who need to fulfill a role in the support, management, implementation, or optimizing Enterprise Resource Planning (ERP) software solutions.  Julie places fulltime employees as well as provides staff augmentation resources for Business Application Packages such as:  Oracle’s eBusiness, PeopleSoft, JD Edwards (both WorldSoftware and EnterpriseOne), SAP, Microsoft, and Epicor, just to name a few.

She stands-out in the recruiting business because she does not cut corners.  Julie is very careful to interview the company needing staff to make sure she fully understands the job duties, but she does not stop there.  Julie strives to gain insight into the corporate culture, personalities of the hiring management personnel, and an understanding of personalities acceptable to the open opportunities.  She also takes the time to know the people she is placing into these roles.  When you are working with Julie, you will be well informed.  Friends who have recently been in the job market have mentioned just how much better prepared they are for an interview with Julie as their recruiter than they have ever been with others who have tried to place them.

Julie also takes the time to follow up on someone she has placed (3 to 6 months after placement), ensuring both the company and the employee still believe it is a good match.  This is an example of the passion for excellence that drive Julie’s success.

When asked, what success means to her, Julie had a few things to share:
- Financial viability was her first focus.  She states she is able to make a profit, maintain self-sufficiency, and has used very little debt.  She is of the mindset that worrying about financial stability creates additional problems and distracts focus from the real reason for being in business

- Being successful as a female business owner is important to her.  She shared how her dad was instrumental in helping her understand how to operate in business.  He was crucial in formulating her attitude that what matters in business is getting the job done.  Set aside whether someone is a man or woman, focus on excellence at work.

- Julie was very clear, in a service-oriented business like recruiting, her reputation is very important.  It takes diligence and patience to ensure the branding of your company is positive.  This means building relationships is a cornerstone of success.  With this, she must ensure she is placing the right people in the right roles.  If a company is not authentic or transparent, then they may not be the best fit as a client.  If a job seeker has a bad attitude or poor work-ethic it would be best to not attempt to place them.

Julie shared insight into two key role models for her success in work.  First was Ed McVaney, who was the “Edward” behind the name JD Edwards.  Julie was working at JD Edwards when OneWorld was first released as a software.  This was the company’s step into “client/server” software.  She was a client manager working directly with Ed McVaney to ensure client satisfaction.  These were difficult times as the software was new and there was a lot of pressure to help clients with successful implementations.  Ed coached Julie through the process, with true hands-on assistance to help Julie learn patience, perseverance, and passion to help ensure clients were being satisfied.

The other role model Julie mentioned was her dad.  Not only did he teach her to be gender-neutral in business, but he also helped her understand we all must realize we can be replaced.  It is important to consistently be pursuing excellence.  He helped her understand how to cut through the minutia, which can crowd out the true focus, and make sure she would succeed in becoming self-sufficient. 

Julie is very personable and approachable.  Her genuine care for those around her is noticeable from the first time we had a chance to speak.  Thank you Julie, for taking time out of your busy schedule to talk with me.

Footnote:
To follow the author on LinkedIn - https://www.linkedin.com/in/toddrthomsen/
For more information on the GSI where Todd is a Sr. Client Success Manager - https://www.getgsi.com/

Success Story – Johnna Jones

There are certain people who make a lasting impression after only having the opportunity to spend a brief amount of time with them.  These people show genuine care and concern for each person with whom they connect.  They are willing to give, encourage, and add value to you with every interaction.  This describes Johnna Jones (https://www.linkedin.com/in/johnna-jones-ab403465/), who currently serves as VP of Finance for Johnstone Supply of South Texas (https://www.johnstonesupply.com/storefront/store76/home.ep).

In talking with Johnna about what success means to her, she consistently turned her focus on the fact that she has been fortunate to be surrounded by good people who work for great companies.  She appreciates working with people who share her strong work ethic.  Johnna enjoys seeing how people who have experienced shared success with others, are often quick to encourage one another and bring each other along as careers grow.  There are many companies where this will ring true.  Someone gains a promotion by going outside their current place of employment, and when opportunities arise in the new corporation, successful people recruit those with whom they have had previous success. 

Success is experienced differently for nearly everyone and defined differently at various times.  Often success is witnessed as someone is driving toward a target.  Johnna, worked diligently to prepare for and pass the Certified Public Accountants (CPA) exam.  That was a target toward success and has aided her along the way, but that CPA label alone does not define her success in business. 

Johnna has been involved in many Enterprise Resource Planning (ERP) solutions.  Each software has its own nuances.  Johnna encourages new accountants to learn about the software at a much deeper level than just how to use it.  Learn about how and where the data flows, understand how conversions are processed, get into the insides of how it works and what it is doing.  This will provide far more value than just the use and features.  Johnna finds that this helps those she manages to become more effective and successful in their role.

The primary tools that Johnna uses which contributes to her success is a pen and paper.  When in meetings she is diligent about taking notes, even when she knows that it is being recorded or someone else is, ‘taking minutes’.  This helps with retention and provides clear items to be placed on her “task” list.  A task list is also key to her success as she uses this as a means to help her stay focused on what needs to be completed and when it needs to be done.  Helping her prioritize her days.

Johnna shared insight into two separate individuals to whom she owes a debt of gratitude, as it relates to helping her succeed in business.  First is Scott Witt (https://www.linkedin.com/in/scott-witt-5331513b/).  Scott was instrumental in assisting Johnna obtain her CPA license.  Through his guidance and coaching she was able to meet the necessary requirements for certification.  She also mentioned a former CEO with whom she worked.  He was a mentor and taught her a great deal about negotiations, strategic business planning, and execution of long-term plans.

The conversation with Johnna was kind, cordial, and light hearted.  This is true to the nature to who she is as a person.  Thank you Johnna, for taking the time to chat with me and share your story.


Footnote:
To follow the author on LinkedIn - https://www.linkedin.com/in/toddrthomsen/
For more information on the GSI where Todd is a Sr. Client Success Manager - https://www.getgsi.com/