Implementing Project Management Software

Ever presented rock-solid research only to hear "Thanks, but we're going with our gut on this one"? Securing stakeholder buy-in is rarely about the quality of your work. It's about something deeper. When you’re dealing with a research trust gap, ask yourself 5 questions. 👽 Are you speaking alien to earthlings? When you say jargon like "double diamond" or "information architecture," your stakeholders hear gibberish. Business leaders didn't learn UX in business school—and most never will. Translate everything into business outcomes they understand. Revenue growth. Customer retention. Cost savings. Competitive advantage.  Speak their native language, not yours. ⏰ What keeps them awake at 3am? Behind every skeptical question is a personal fear. That product manager who keeps shooting down your findings? They're terrified of missing their KPIs and losing their bonus. Have honest conversations about what they're personally on the hook for delivering. Then show how your research helps them achieve exactly that. ❓Are you treating assumptions as facts? You might think you know what questions matter to your stakeholders. You're probably wrong. Before starting research, explicitly ask: "What questions do you need answered to make this decision?" Then design your research to answer exactly those questions. ⚒️ Are you dying on the hill of methodological purity? Sometimes you have 8 hours for research instead of 8 weeks. Being dogmatic about "proper" research methods doesn’t always pay off. Focus on outcomes over process. If quick-and-dirty gets reliable insights that drive decisions, embrace it. 🍽️ Are you force-feeding them a seven-course meal when they wanted a snack? Executives need 30-second summaries. Product managers need actionable findings. Junior team members need hands-on learning. Tailor your approach to each one. You can also use my stakeholder persona mapping template here: https://bit.ly/43R7wom What’s the best advice you’ve heard about dealing with skeptical stakeholders?

One of the hardest balances to master as a leader is staying informed about your team’s work without crossing the line into micromanaging them. You want to support them, remove roadblocks, and guide outcomes without making them feel like you’re hovering. Here’s a framework I’ve found effective for maintaining that balance: 1. Set the Tone Early Make it clear that your intent is to support, not control. For example: “We’ll need regular updates to discuss progress and so I can effectively champion this work in other forums. My goal is to ensure you have what you need, to help where it’s most valuable, and help others see the value you’re delivering.” 2. Create a Cadence of Check-Ins Establish structured moments for updates to avoid constant interruptions. Weekly or biweekly check-ins with a clear agenda help: • Progress: What’s done? • Challenges: What’s blocking progress? • Next Steps: What’s coming up? This predictability builds trust while keeping everyone aligned. 3. Ask High-Leverage Questions Stay focused on outcomes by asking strategic questions like: • “What’s the biggest risk right now?” • “What decisions need my input?” • “What’s working that we can replicate?” This approach keeps the conversation productive and empowering. 4. Define Metrics and Milestones Collaborate with your team to define success metrics and use shared dashboards to track progress. This allows you to stay updated without manual reporting or extra meetings. 5. Empower Ownership Show your trust by encouraging problem-solving: “If you run into an issue, let me know your proposed solutions, and we’ll work through it together.” When the team owns their work, they’ll take greater pride in the results. 6. Leverage Technology Use tools like Asana, Jira, or Trello to centralize updates. Shared project platforms give you visibility while letting your team focus on execution. 7. Solicit Feedback Ask your team: “Am I giving you enough space, or would you prefer more or less input from me?” This not only fosters trust but also helps you refine your approach as a leader. Final Thought: Growing up playing sports, none of my coaches ever suited up and got in the game with the players on the field. As a leader, you should follow the same discipline. How do you stay informed without micromanaging? What would you add? #leadership #peoplemanagement #projectmanagement #leadershipdevelopment

Adopting new technology requires what I call “foundational”work. Here are three such key tasks: 1) Conduct a Thorough Needs Assessment -Evaluate existing tools and workflows: Are they meeting your needs, or are inefficiencies and manual tasks slowing you down? -Pinpoint pain points: Identify recurring challenges such as data silos, integration issues, or compliance gaps. -Engage your team: Host discussions or surveys to uncover their everyday challenges and gain insights from those closest to the work. 2) Map and Analyze Workflows -Document end-to-end processes: Map each step of key workflows, from intake to output. -Spot inefficiencies: Look for bottlenecks, redundant steps, and high-risk areas where errors commonly occur. -Visualize opportunities: Use these insights to identify areas ripe for automation or enhancement. 3) Set Clear, Data-Driven Goals -Tie goals to business outcomes: Define objectives that align with broader organizational priorities—e.g., "Reduce contract review time by 30%" or "Achieve a 15% increase in team productivity." -Define metrics of success: Establish KPIs that will help you track progress and assess ROI over time. 4) Build Cross-Functional Buy-In -Engage early with stakeholders: Collaborate with legal, IT, finance, and operations teams to ensure the chosen solution addresses both tactical needs and strategic objectives. -Promote transparency: Share the rationale behind adopting new technology and the benefits for each stakeholder group to build trust. #legaltech #innovation #law #business #learning

Ever feel like your team is stuck in an endless loop of manual data entry? (Automation Tip Tuesday 👇) That’s exactly where one of our clients — an education consulting firm — found themselves. They were juggling a whole tech stack of tools that didn’t “talk”  to each other, creating inefficiencies and double work. We started with a look into their sales workflow. 🔹 Sales data lived in HubSpot, but once a deal closed, someone had to manually update Asana to track project progress. 🔹 Internal teams worked from one Asana board, but clients needed visibility into their own project timelines — cue more manual updates. 🔹 With so much repetitive data entry, valuable time was being wasted on low-impact admin work. Here’s what we did: 🔗 HubSpot → Asana automation: We created an integration that auto-generates project tasks in Asana when a deal reaches a certain stage in HubSpot. No more copy-pasting! 📢 Internal and client boards sync: Internal progress updates in Asana now automatically reflect on client-facing Asana projects, reducing the back-and-forth. Less busywork, more productivity. By eliminating duplicate data entry, the team saved 10+ hours per week — time now spent on strategy and client success. When your tools work together, your team can focus on what really matters. Where is your team losing time? Drop a comment below! ⬇️ -- Hi, I’m Nathan Weill, a business process automation expert. ⚡️ These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday  #automation #workflow #efficiency

In one year, an Inc 5000 CEO whose revenue growth had stalled grew to their highest revenue AND most profitable year ever. They focused on simplifying their execution system down to these 5 key elements. Here's their 'Vision to Results' Playbook: 1. Simplify The CEO eliminated multiple project tools, tracking spreadsheets, and complex workflow diagrams. They consolidated everything into one platform (ResultMaps) where teams could see priorities, progress and issues clearly. Pro Tip: When everyone sees the same picture of reality, people naturally begin making better decisions. 2. Focus on communication quality over quantity They replaced scattered status meetings, constant messages and reports with three powerful rhythms: - Quick 90-second daily updates in ResultMaps to keep everyone aligned  - One focused weekly meeting to track progress and solve problems - Quarterly business reviews Every update tied directly to company targets, so teams always worked on what mattered most. 3. Create clear ownership without micromanagement Rather than constant check-ins, they mapped clear accountability and let teams drive. Everyone could see how their work connected to company goals. 4. Let the data surface problems early With everything visible in one place, the team could spot trends and patterns before they became issues. No more surprises in projects and quarterly reviews 5. Build momentum through wins Teams could see their impact directly. The development team went from needing oversight to driving results independently. ________ Here's a real-world example of how this worked: Their development team began living in ResultMaps. The CEO could check progress anytime without interrupting work or calling meetings. Issues surfaced faster and got solved before becoming problems. ________ I'm sure many of you are thinking... "This sounds too simple to actually work." I get it. But consider this: Most companies make execution complex by adding more tools, more meetings, and more oversight. This CEO proved simpler is better - one platform, clear visibility, real results. The playbook is timeless and will work for any company that wants to: - Make vision shared by everyone - Create clear ownership - Drive more engagement - Drive real results Traditional approaches of tool sprawl and constant meetings will only get you so far. DM me if you'd like to learn more about implementing this playbook.

Project managers, only report what matters Project updates shouldn't be a data dump. They should be a signal boost. Most stakeholders don't care about every single task, ticket, and speed bump. They want clarity. They want outcomes. They want action and impact. Report smarter by: ☝ Highlighting the key points early Don't make them dig. Say the important stuff: what's on track, at risk, and a need to know now. Think TL;DR first. ✌ Separate detail by audience The dev team might want specific Jira info. Leadership probably wants 3 high-level bullets. Tailor your updates to show you respect time and what your audience wants. 🤟 Focus on movement, not just activity You should never say "we had 4 meetings and I sent out 8 emails." You should say "we cleared X blocker which pulled delivery back on-track and saved us 3 hours on testing." Specific movement will trump outlined (but not actioned) motion. If your update doesn't drive clarity or action, it's just noise. Keep them sharp, short, AND strategic. 🤙

😅 Ever build an awesome new process, then realize you forgot to tell anyone about it? Yeah, me too. (Oops.) It's tempting to just flip the switch and say, "Ta-da! Go forth and use!" But we know how that ends... usually with confusion and some creative excuses. 🥴 The truth is: building it is the easy part. Bringing people along—that's where the real leadership magic kicks in. ✨ Here's what actually works (learned the hard way!): 👉 Admit you’re late to the party. A simple, “Hey, we built this, and honestly should’ve talked to you earlier—can we talk now?” goes a looooong way toward trust. (Transparency wins!) 👉 Swap "any feedback?" for real talk: "How would your team break this?" (Yes, seriously.) "If you could tweak one thing to make life easier, what would it be?" "Does this feel like it'll actually help, or did we just invent more busywork?" 👉 Context, not commandments. People resist "because I said so." They embrace "here's why this helps, and what we're trying to achieve." (Clarity unlocks buy-in faster than authority ever could.) 👉 Tiny moments of teamwork. Pilots, feedback loops, quick huddles, group chats—give stakeholders a chance to shape the outcome, even if it’s small. Ownership is a powerful motivator. 👉 Prepare for adoption (for real!). No documentation, training, or support? Congrats, you've built a shiny new paperweight! 🥳 At the end of the day, people don't resist change—they resist change done TO them instead of WITH them. I'd love to hear your stories! 👇 Ever rolled out something great (or not-so-great) and learned these lessons firsthand? Share your wisdom (or hilarious fails!) in the comments. #Leadership #RealTalk #ProcessAdoption #Collaboration #StakeholderEngagement #ChangeManagement #LaughAndLearn #PeopleFirst

The mistake I made that tanked my programs early in my career: I built customer advocacy & marketing programs for stakeholders, not with them. I’d roll out something I thought was brilliant… only to watch teams ignore it and keep doing things their own way. It wasn’t that they didn’t care. It was that I hadn’t taken the time to understand their goals, their pain points, or the way they actually liked to work. Eventually, it clicked: buy-in comes from co-creation. If people help shape the process, they’re invested in making it work. Now, my “design with, not for” approach looks like this: → Start with conversations: polls, surveys, or 1:1 chats to uncover goals and friction points. → Gather feedback early: share the plan, get reactions, adjust. → Co-create the process: refine together so rollout feels collaborative, not imposed. → Pilot and champion: involve a small group early—when they believe in it, others follow. That shift changed everything. Instead of pushing uphill, my programs now launch with buy-in already baked in.

Why 73% of Projects Fail and How I Stopped Losing Stakeholder Support Let me tell you a quick story. Years ago, I was leading an ops overhaul that was supposed to streamline internal reporting. Everything looked good on paper, timelines, budget, resource allocation. I checked every box… Except one: I didn’t fully engage the stakeholders who would actually use the system every day. 🚨Big mistake. Within 3 weeks of launch, adoption lagged, teams worked around it, and leadership questioned the ROI. That’s when it hit me—involvement doesn’t equal alignment. Just because stakeholders are informed doesn’t mean they’re invested. So I changed my approach. Here’s what I did: • Identified key influencers across departments, not just top execs, but daily users and frontline managers. • Used long-form discovery sessions to understand their actual pain points (not just the ones listed on a dashboard). • Built a feedback loop into every sprint cycle. Small changes. Real-time validation. • Created internal linkages between project goals and departmental KPIs (this one’s huge). The result? 🎯 41% faster implementation. ✅ 3X higher adoption in the first 30 days. 💬 Consistent stakeholder engagement from kickoff to post-launch. Why does this matter for you? If you’re a project manager, ops lead, or department head, especially in finance, tech, or healthcare, here’s your reality: 📌 You’re juggling timelines, compliance, and team bandwidth. 📌 You’re expected to “drive transformation” and still “not disrupt the day-to-day.” 📌 You’re measured by results but those results start with buy-in. So ask yourself: Are you just updating stakeholders or are you empowering them to shape outcomes? That’s the difference between a delivered project and a sustained solution. If you’re tired of rework, delays, or lukewarm adoption, start by rethinking how you engage your stakeholders. Involve early. Involve meaningfully. Involve often. ✅ Start with a 30-minute alignment session before you build your next project charter. ✅ Don’t just collect feedback—co-create the solution with the people who live it. You’ll thank yourself later. Let’s stop managing projects and start leading with people who matter. #ProjectManagement #StakeholderEngagement #LeadershipInAction

I turned the most annoying 20 minute task of my job into 20 seconds. Here's the step-by-step breakdown: For years, I've been drowning in business card requests. Emails at all hours, random texts, people stopping by my office - all asking for the same thing but never giving me complete information. I'd spend 15-20 minutes per request just coordinating between employees, our designer, and placing orders. It was literally the least important but most time-consuming part of my week. Working with Claude (Anthropic's AI), I built my first AI agent that completely automates this workflow. Now when someone needs business cards, they fill out a simple form in Teams. The moment they hit submit: ✅ Data automatically saves to SharePoint ✅ A ClickUp task gets created for our designer with all the details ✅ Task gets assigned with a 3-day deadline ✅ I get notified when it's ready for ordering What used to take me 15-20 minutes of back-and-forth now happens in seconds. Zero manual work on my end. The crazy part? This entire system was built in a few hours using tools we already had - Power Apps, SharePoint, Teams, and Power Automate. No coding required. Here's my biggest takeaway: AI agents aren't just for tech companies. They're for anyone tired of repetitive tasks eating away at time that should be spent on strategic work. I'm a marketing leader at an oil and gas services company, not a programmer. If I can build this, anyone can. What repetitive task is driving you crazy? Maybe it's time to automate it. Next up: I'm eyeing our expense reporting process 👀