m Consulting Process


Key Points

  1. paid newsletter mailing service - https://substack.com/
  2. Monthly newsletters - subscribe to a given channel
  3. Online articles - Medium , other related tech or biz sites
  4. Linkedin posts to a medium article
  5. Online user group meetups - Meetup and Zoom
  6. Books - manning.com and others
  7. Certification courses - others or create your own ... eg dmxu
  8. Online surveys - gforms
  9. Collaborations - IBM and Hyperledger etc
  10. Partnerships
  11. Confluence access for key providers
  12. Github shares
  13. Create tutorials on key topics as articles ( eg Grails reviews - authors and books,  Java 12 modules, Nodejs web sockets etc )
  14. Article reviews and tips ( free AWS, IBM cloud, GCP, Azure intros )
  15. Recycle ebtnow sessions as updates
  16. Continue collaborations with Hyperledger docs, training and SPIs
  17. Low cost conferences - Local to NE or ?, low fees, speaker at ( liveworks, hlf forum etc )
  18. Challenges - getting basic hands-on skills in many key technologies and frameworks

Resources


Resource____________________________________________________Notes____________________________________________________________
m Project Tools & Documentation
m Business Process Solution Design Tools
Design Tools
t Test Tools
m CX Design and Tools
m API Test Tools - Postman Curl
m REST API design and tools


https://drive.google.com/file/d/1hrlBwM7FYM88DKWjYiw0WRFWm-iaVuXo/view?usp=sharing_swt_architecture_processes-proposal_v2.pptx ***  
https://docs.google.com/spreadsheets/d/1o4cXlKmBQ67wA-21QFex0x1UmGYv-XLd8Zf4kbc_s5
U/edit?usp=sharing
project document control list - gdoc


s Blockchain Opportunity Assessment - BOA
m Blockchain Consulting
Design Methods
Design Tools
m CX Design and Tools
m Design Patterns
m Design Engineering Themes
m Business Process Solution Design Tools
m Project Tools & Documentation. < key Project Management concepts


Project Documentation List - State of RI - gsheet
http://www.innovativeprojectguide.com/documents/BABOK_Guide_v3_Member.pdfBABOK Business Analysis Book
https://www.iso.org/obp/ui/#iso:std:iso:9001:ed-5:v1:enISO 9001:2015 - QMP

https://www.payscale.com/career-news/2019/11/7-reasons-why-youre-losing-motivation-at-work?utm_source=Email+Newsletter&utm_campaign=79de72732e-&utm_medium=email&utm_term=0
_cc02db4bff-79de72732e-102857225

https://drive.google.com/open?id=1Xo_MApWLFCJ9-V3aZ0w08iWAbVW9_IFT

Motivation focus tips for work


SQL concepts




Big Data Concepts




https://www.datacamp.com/courses/big-data-fundamentals-via-pyspark?fbclid=IwAR1wu8n6y_lAQkQozuFP4P4NrLtirlUsLt-RhEpKYtHUHhbGg5RPndTeEaMBig Data with PySpark ( DataCamp )


Databases
https://www.datacamp.com/courses/introduction-to-sql-server?fbclid=IwAR12Q0J8iEo5Y7IHc2wmoxIlyO2VPeuoVplloXZpvXXNCAxD67XsJxm59QQSQL Server intro





MySQL



Postgres

Mongo



Couchdb

Couchbase



Stat libs - npm

Stat libs - groovy




Web CMS

Jspwiki

Liferay

xwiki

https://www.boxuk.com/insight/blog-posts/what-is-sitecore-developer-view-cms

https://www.sitecore.com/knowledge-center/digital-marketing-resources/cms-
vs-dxp-whats-the-difference

https://www.sitecore.com/knowledge-center/digital-marketing-resources/
what-is-a-headless-cms

Sitecore - .Net CMS

provides CMS server APIs for multiple uses




SEO for web sites

https://ahrefs.com/blog/why-is-my-website-not-showing-up-on-google/?f
bclid=IwAR2JQGkTGiqncPsAhPi-iBkrO51Eu3SqCuDGf_eNBGE1JKME0rndR9lgAHc

https://drive.google.com/open?id=1uIiFlfa7oGDoBSQN0pAybnPx35d7X4xs

SEO tips for your web site




Technology Articles
https://www.gartner.com/smarterwithgartner/gartner-top-10-strategic-
technology-trends-for-2020/
Gartner - 2019 - top 10 trends

https://go.jumpshot.com/rs/677-KZC-213/images/The%20Jumpshot%20e
Commerce%2025.pdf?mkt_tok=eyJpIjoiT1dSalpUSTVORFExTkdZNSIsInQi
OiJnRklRM0lQZWNUXC82WmVtb3liVDFyWTV5d1dDY3hjRFhHMFVsYVgxcDV
pcDZHcFZlXC9hQ1JjVjZvUVY1dW1yNGdyXC9pRHpublhob01LeUZ6OHJpSk
1jbHZrVkZZOGdJOEFuc1lzbXJRbFFyTWdTMVJzZmE2NXJRN2hPWDEzVnBcL
3oifQ%3D%3D

https://drive.google.com/open?id=1qVszxOYB79JvL79yasXqqoLe50KeX6nT

2019 - top 25 commercial web sites
Lean Business Scorecard Assessment - Key Questionsrajg




Tools


https://help.smartsheet.com/smartsheet-plan-features?_ga=2.189652907.1218807800.1573142719-951918010.1573142719GSuite - Google apps for work – $145 per user per year
https://help.smartsheet.com/smartsheet-plan-features?_ga=2.189652907.1218807800.1573142719-951918010.1573142719Smartsheets is expensive – $300 per user per year

JIRA

Confluence

GITHUB

Ubuntu

Docker Compose


swtip_grails_s100_quickstart_.docxQuickWeb Workshop concepts


Key Concepts


Key Questions for the Conversation


What are our goals for this conversation?  Who are the parties? Who's on their team?  What skills & resources do they have? What do they want? What have they done? What are the biggest fears? What's the current strategy? How well is it working? Are they ready for a change? Why are they talking to us today? What's their current plan going forward? What help do they want? Why? How? When ? Where ? Who ?

See #CBP for how to engage for commitment


#CBTP - Commitment = Confidence, Belief, Trust, Purpose

Confidence that we understand the needs 

Belief that we can help meet those needs

Trust that we will deliver on those needs if given the opportunity

for a Purpose that is clearly defined 

#AMA - Given commitment, Delivery Team brings < Ability, Motivation, Attitude

Attitude 


https://builtin.com/our-story

Be Humble
You don’t have all the answers. Luckily, you don’t have to. Don’t worry about being right. Be humble instead.

Stay Curious
Curiosity is a springboard to the future. It can transform the wisp of an idea into a full-blown breakthrough. We ask “what if.” We work with wonder. It’s how we innovate.

Do More
Do more than your job description. Take initiative. Take charge. No job is beneath you, and no job is too big. Be a leader and do more — do whatever it takes.

Own the Result
We have no time for blame or shame. When you stumble, own it, learn from it + get back to business.

Lead with Solutions
Question everything. But offer solutions as you do. Raise issues. But propose a few answers. For every hole you poke, offer a way to patch it up.

Be Unreasonably Passionate
Our passion is borderline obsessive, and we’re ok with that. No one ever built anything great on a “meh.” We work with outsized passion to fulfill our mission.


Influence

Grow your Personal Brand Intentionally

  1. who is your target audience?  how well is your connection, communication with them now?
  2. how have you measured your personal brand with your target audience?
  3. what is your brand?  is it successful ? what works with it ? what can be improved ? how ?
  4. how has a "better" personal brand than you in your domain? what have they done that worked? how ?
  5. what are easy next steps to improve your brand with your target audience?


Network Strategically

  1. what are the 2 key domains you are working to grow your relationships, influence with?
  2. what groups have joined ? support ? your roles in the groups ? your contributions ?
  3. how do others in the group perceive you?
  4. are there key people in the group who can help you with your goals, opportunities, development, skills?
  5. What relationship do you want in the future?
  6. How can they help you now or in the future?
  7. How can you help them now or in the future?


Thoughtfully communicate to your specific audience focused on intended expectations, feelings and outcomes

  1. What is the topic and your relationship to it? the audience's relationship to the topic?
  2. Who are you communicating with and what is their relationship to you now?  
  3. Given the context and prior history, what are their expectations and targeted outcomes for you now on these topics?
  4. What are the positive ideas, feelings you can share ? build more rapport with?
  5. What are the easy ways to get alignment on expectations?
  6. what are your intended expectations, feelings and outcomes for the audience on the topics, your relationship?


Approach


VCC > VCE > VSDM > VTP ( current > plans > verifications > changes > results )
a>>> VSDM >> context > parties & roles > goals > scope > assumptions > xuc > metrics ( VCRS, FACTUR3DT.io ) > responsibilities > standards > interfaces > capabilities > events > behavior > process > decisions > collaborators > messages > data > stores


#CDS - Customer-Driven Solutions

Opportunity exploration > Goals > Scope > OKRs > Roles > SDP 

Project Charter definition > roles > plan > controls > budgets



#VCC - Value Chain Community


#VCBM - Value Chain Business Model - the reusable business model lowers time to value

Business Value Model - the reusable business model lowers time to value


#VCE - Value Chain Economy - 

VCE > Value Chain Economies are virtual economic communities


#VCE > scope > actors & roles > use cases > goals x role > responsibilities > metrics > assumptions > problems > 


a>>> system context diagram - roles, use cases, e2e flows w SOS (hipo)  services & layers  


a>> define SOS as interfaces for capabilities as a model first to demo the JEPL flows


model current solution 


#VTP - Value Chain Transformation Process



#VSDP - Solution Delivery Process = Discover > Assess > Plan > Design > Deliver > Implement > Operate > Support > Maintain 


#ISR - Information Solution Review - Opportunity Analysis - Define, Scope, Share, Value, Rank

Current systems, solutions, policies, procedures, goals, results, sgaaps 

Approaches

  • Rethink
  • Reuse
  • Redesign
  • Refactor
  • Rehost
  • Replatform
  • Retire
  • Retire

Partnerships

VCE w roles defined

Problems > producers and consumers > blockers > impacts > options > strategies

Validation of concepts - POX - POT > POC > POV

Project VCRS keys, FACTUR3DT.io impacts on VCC

We add metrics and methods on value delivered with validations to specific business areas that are key for sustained growth for clients, the business and investments in these solutions.

see sgaaps


#ISP - Information Solution Plan


after ISR, VSDM

requires  verifications, validations, controls, consents, approvals, funding, resources, governance

opportunity > context > vcrs.i > factur3dt.i > scope > goals > metrics DOM > responsibilities > xuc > capabilities > interfaces > 

stakeholders impacted

stakeholders responsible



#VSDM - STH Solution Design Method -


#VSDM >> context > scope > parties & roles > goals > assumptions > xuc > metrics > responsibilities > standards > interfaces > capabilities > process > decisions > sourcing > collaborators > events > behavior > trusts > messages > data > stores



#VSDM
>> Given VCC, VCE >
>> context > scope > parties & roles > goals > assumptions > xuc > metrics ( vcrs.io, factur3dt.io ) > responsibilities > standards > interfaces > capabilities > process > decisions > sourcing > collaborators > events > behavior > trusts > messages > data > stores


see Engineering Themes 

m Design Engineering Themes#KeyConcepts


see Architecture Concepts

m Design Engineering Themes#ArchitectureDesignConceptsforSolutionEngineering


#VSQA >> design > compliance > trusts > verifications > validations > consents


SOS model >> -- input data > process > input events > analysis, verification, alert, actions, rules, governance,  TLC



Discover >> Key Questions



Data Discovery Solution Questions

Data Discovery Solution Questions - Raj G - 2024

Top 30 Questions for Leadership Before Beginning hashtag#DigitalReadiness Assessment:

1.   What are our top 3 digital goals for the next 3-5 years?
2.   How will digital transformation help us achieve our overall hashtag#businessStrategy?
3.   Are we clear on the competitive landscape and how digital is impacting it?
4.   What are the key metrics we will use to measure the success of our digital initiatives?
5.   Do we have a defined digital hashtag#customerexperience we want to deliver?
6.   What are the biggest digital threats and opportunities we face?
7.   Is our leadership team comfortable with embracing change and taking digital risks?
8.   What are our current strengths and weaknesses in terms of digital capabilities (e.g., hashtag#technology infrastructure, hashtag#datamanagement)?
9.   Do we have a culture of hashtag#innovation and experimentation within the organization?
10. Do our employees have the necessary hashtag#digitalskills to thrive in a transformed environment?
11. Are our existing processes and structures hashtag#agile enough to adapt to a digital future?
12. How well does our current organizational structure support digital initiatives?
13. Are there any known pain points or inefficiencies in our current digital processes?
14. How up-to-date are our existing technological systems and infrastructure?
15. What existing data sources do we have, and how effectively are we currently using data?
16. How effectively are we utilizing hashtag#dataAnalytics and insights in decision making?
17. Do we have a clear hashtag#datastrategy and hashtag#datagovernance framework in place?
18. Are we comfortable leveraging hashtag#cloud computing and other emerging technologies?
19. How secure are our digital assets and data from cyber threats?
20. Do we have a robust IT support structure to manage a digital transformation?
21. What are the potential risks associated with digital transformation (e.g., hashtag#cybersecurity threats, project failure)?
22. How will we mitigate these risks?
23. What is the budget allocated for our digital transformation journey?
24. Do we have the resources (people, time, expertise) needed to implement digital initiatives?
25. What external resources (partners, consultants) might be needed for successful transformation?
26. How will we measure the return on investment (ROI) for our digital initiatives?
27. Are we prepared for potential hashtag#disruptions and unforeseen costs associated with digital changes?
28. Do we have a communication plan to keep stakeholders informed about our digital transformation journey?
29. What internal and external resources will be involved in the assessment process?
30. What is the timeline for completing the digital readiness assessment?

Raj G >> At Transform Partner, we begin the Digital Transformation journey with the answers to the above (+ more specific and contextual) queries. So begin your transformation journey with us.

Cisco image >> 

Digital Transformation Framework

Cisco - Are you ready for Network DT - Digital Transformation paper?

https://www.cisco.com/c/dam/en/us/solutions/collateral/enterprise-networks/digital-network-architecture/network-ready-digital-transformation.pdf





For the VSDP ( Value-driven Solution Delivery Process ), Analytics Methods to use for VCE solutions


VSDP steps = Discover > Assess > Plan > Design > Deliver > Implement > Operate > Support > Maintain 


Each VSDP step has entry and exit criteria for the team to move to the next step



SDP client success roadmap v3. gsheet link


SDP Questions = 5WH, VCE > Roles > Focus > Problems > Impacts > History > Options > ISR > Strategy > Plan > Project

these answers will come from the SDP for the VCE and problem space

harvest existing history, docs, solutions, people


SDP Metrics = VCE > VCRS BWI-VCRS > FACTUR3DT.IO > SLAs > OKRs > KPIs 


Solution Architecture Domains = Business VCE, Solution, Enterprise Architecture, Services ( ITSM ), Data, Trust, Economic, Governance, Risk, Security, Identity, Privacy, Operations, Support, Management 


Candidate Impact Opportunities = Smart Services to: Reuse, Reorg, Train, Simplify, Modularize, Automate, Delegate, Agents, Generate, Observe, Respond, Trust, Share, Decide, Optimize, Advise, Integrate, Protect, Operate, Support, Maintain, Extend, Govern, Report


Assessment Phase: GAPS > #SGAAPS - For Systems Context, define Goals, Assess, Assumptions, Problems, Steps  ( see ISR )


Later Phases:  OARS > #SOAARS - For System context, define Objectives, Assess, Assumptions, Review Progress & Problems, Next Steps << ISR


Create SMART Objectives - Specific, Measurable, Achievable, Relevant, Timely

https://www.mindtools.com/a4wo118/smart-goals

  • Specific - 5Ws
  • Measurable - 
    • What are the target outcomes?
    • How can they be measured?  see VCRS, FACTUR3DT.io
  • Achievalbe - 
    • Given resources, tasks, time, dependencies, what are realistically achievable vs stretch goals?
  • Relevant - 
    • Does this seem worthwhile?
      Is this the right time?
      Does this match our other efforts/needs?
      Am I the right person to reach this goal?
      Is it applicable in the current socio-economic environment?
  • Timely


VCRS - Value Cost Right Success-Keys - Barry Wright version

BWI: Barry Wright BEP - Business Excellence Process


FACTUR3DT.IO - before and after targets for operation change 

Feelings

Accuracy 

Costs - Direct, Avoidable, Intangible 

Timeliness and Trust

Utility - value of solution for business, users 

Risk 

Revenue impacts

Resource impacts

Decisions that need to be made on the journey scope

Trusts - the detail trusts required between counter party roles for every use case in scope given the solution design and architecture

Input = current state

Output = planned state



Financial Operations Basics CheatSheet - Nicolas Boucher

https://www.linkedin.com/posts/bouchernicolas_finance-cheat-sheet-a-full-finance-book-activity-7058781616386535424-6UeN?utm_source=share&utm_medium=member_desktop


finance-operations-cheat-sheet-linkedin.pdf. link

finance-operations-cheat-sheet-linkedin.jpeg file



the-cfos-daily-checklist-netsuite.pdf file



Lean Business Scorecard Assessment - Key Questions

The 4 Business-critical Questions
Depending on the quality and quantity of evidence you have, the Scorecard produces a set of scores for your business idea that help give you confidence that a business is-
Desirable — Do people need this?
Viable — Can we get paid for this?
Feasible — Can we scale this?
Responsible — Is this good for society?
Each question explores key angles to the 4 business-critical questions
 
Desirability
 
PROBLEM — Are you solving the right problem for your customers?
SOLUTION — What does your solution allow your customers to do?
 
Viability
MARKET — What is the size of the prize if you win?
BUSINESS MODEL — When do you answer the burning question and break-even?
 
Feasibility
 
LEAN OPERATIONS — How lean can you get your operations?
UNIQUE VALUE — Are you set up to test & learn your way to growth?
 
Responsibility
 
PEOPLE — How does this make life better for employees?
SOCIETY+PLANET — How does this make life better for society?
 
Scoring Cheat Sheet
Desirability
Note that the Desirability section has a 2-part scoring system due to the critical importance of understanding the right customer need or problem to address and how you go about addressing it with the best solution.
 
PROBLEM — Are you solving the right problem for your customers?
Score 0–5 — Speak to your customers to qualify the kinds of problems they face
Score 6–8 — You’ve qualified the problems, now quantify the biggest problem
Score 9 — You have strong evidence of a problem worthy of addressing
 
SOLUTION — What does your solution allow your customers to do?
Score 0–2 — Get lots of ‘quick-and-dirty’ prototypes into your customers’ hands
Score 3–4 — Make your concepts more real. Compare & contrast value propositions
Score 5–6 — You’ve got a killer feature that customers love using
 
Viability
Score 0–9 — Run small scale experiments to validate assumptions in your business model
Score 10–12 — Run larger-scale experiments to build further confidence
Score 13–15 — You’re on your way to profitable growth. What would help you accelerate?
 
Feasibility
Score 0–9 — Work on your customer acquisition and activation
Score 10–12 — Industrialise, automate and optimize your customer funnels
Score 13–15 — You’ve optimised your operations for both cost and conversion
 
Responsibility
Score 0–9 — Take active steps to engage with your employees and community
Score 10–12 — Make corporate responsibility part of your long-term strategy
Score 13–15 — You’re helping to lead the way to a bright, sustainable future
 
Source: Robin Wong


Lean Business Scorecard



Interests

Data Architect, Program Manager working on Hyperledger, Fabric, blockchain, data pipelines, EBR - electronic business records, privacy, microservices, apis, analytics, machine learning. Automation, Integration and transformation focus areas: connected vehicle data marketplace, payments, reverse logistics, medical records, financial planning, repairs, support services.


Sitecore - .Net CMS

https://www.boxuk.com/insight/blog-posts/what-is-sitecore-developer-view-cms

https://www.sitecore.com/knowledge-center/digital-marketing-resources/cms-vs-dxp-whats-the-difference

https://www.sitecore.com/knowledge-center/digital-marketing-resources/what-is-a-headless-cms

pre-defined apps for marketing

easy document management

no wsyiwyg editors for headless cms - need developers

Something drastic happens when you cut the head off a CMS: you sever the ability to send customer interaction data between the front end and the back end in real time.

That means you can’t personalize experiences or run content analytics activities.



ISO 9001:2015 Quality Service Concepts

ISO 9001:2015 ONLINE manual

https://www.iso.org/obp/ui/#iso:std:iso:9001:ed-5:v1:en

Changes from 2008 to 2015

https://www.slideshare.net/PMILebanonChapter/new-trends-in-the-revised-iso-90012015

iso9001-2015-concepts-newtrendsintherevisediso90012015-170217194530.pdf


Implementation Concepts for ISO 900:2015

iso9001-2015-implementation-concepts-overviewpresentationasqindia-160322222437.pdf


QMP - Quality Management Principles

https://the9000store.com/iso-9001-2015-requirements/iso-9001-2015-introduction/iso-9000-quality-principles/

iso9000-2015-the9000store.com-Seven Quality Principles.pdf

Quality Principle 1: Customer Focus

As an organization, your success depends on customer satisfaction. Therefore you need to understand current and future customer needs, meet customer requirements and strive to exceed their expectations. Managing customer satisfaction is key.

Do you carefully review your customer’s requirements?

How do you know if your customers are satisfied?

Quality Principle 2: Leadership

Your organization’s leaders are the top level of management. They establish unity of purpose and direction of the organization. They should create and maintain the internal environment in which people can become fully involved in achieving the organization’s objectives. To establish a great environment you should build trust, equip and empower employees, recognize employee achievements and hard work, and set challenging goals to keep employees motivated.

The captain guides the ship, and likewise, Top Management has a responsibility to embrace these principles and your quality management system. Specifically, your organization’s leadership should hold management review meetings to keep your QMS (and organization) running smoothly.

energy-leadership-ebook-2023-w_wile454.pdf   link 

energy-leadership-ebook-2023-w_wile454.pdf file

Quality Principle 3: Engagement of people

People at all levels are the essence of an organization and their full involvement enables their abilities to be used for the organization’s benefit. ISO 9001 requires training to ensure employees have the tools they need to do their job and contribute to the success of your organization.

In order for people to support your quality initiatives, they must understand them. Additionally, you must create an environment where employees feel confident and comfortable asking questions, learning and sharing knowledge. To benefit your employees we recommend an employee overview of ISO 9001.

Quality Principle 4: Process approach

A desired result is achieved more efficiently when activities and related resources are managed as a process.

A process is a set of activities that use resources (people, machines, etc.) to transform inputs into outputs. Every organization is made up of a series of interacting processes.

Quality Principle 5: Improvement

Continual improvement of the organization’s overall performance should be a permanent objective of the organization. Top management should encourage their employees to make improvements and also measure improvement consistency.

Auditing your QMS and improving your processes is a key requirement of ISO 9001.

Quality Principle 6: Evidence based decision making

Effective decisions are based on the analysis of data and information.

When the data reveals that an area is underperforming, it is important to take corrective actions to improve performance.

Root Cause Analysis is a good way to determine the source of the problem for knowing what corrective actions should be taken.

Quality Principle 7: Relationship management

The organization needs to identify and select suppliers (and other interested parties) that can manage costs, optimize resources and create value. When you are establishing relationships you want to collaborate to ensure that you are both focuses on continual improvement.

Your organization is unique, so there is not one right answer as to the application of these principles above. However, implementing ISO 9001 can help establish a solid basis for improved quality and customer satisfaction.



Opportunities



DTP - Digital Transformation Playbook ( an ISR variant )



DTP example from Transform Partner

https://www.linkedin.com/in/rajkgrover/



VCE - Value Chain Economy - Stakeholder community

communities that provide a clear economic model for all stakeholder and member roles

each member should have a clear view of the value proposition, costs, risks for their role in a solution or process

s Blockchain Opportunity Assessment - BOA#BOA-VCEReview


SDP - Solution Delivery Process


The SDP is defined here

s Blockchain Opportunity Assessment - BOA#BOA-%23SDP-SolutionDeliveryProcess


SDP Circular process deliverables


Key Solution Operations Metrics

Key Solution Operations Results 

Opportunities for Improvements

Opportunity Value Assessments

Opportunity Designs

Opportunity Plans

Opportunity Investments

Opportunity Delivery

Solution Implementation

Solution Operation

Solution Support


.. repeat process on a regular basis for both strategic ( 5 year ) and tactical ( annual ) plans

SDP Themes


SDP Concepts

left shift the whole SDP life cycle where feasible

understand the current solution and use cases ( SWOT )

engineer better trusts, economics

3B sourcing is best

Solution analysis and design focuses on VCRS, FACTUR3D.IO

CBTP - Confidence I understand needs, belief I can deliver on those needs, Trust I will for a Purpose

Open for feedback to build better ideas, answers, partnerships, commitments


SDP Service Provider Life Cycle

Define - business case and technical needs, requirements, scope, resources, project definition, validations

Design - RDD XUC > FDD features, data > CDD capabilities > environments > 3B sourcing > solution design ( apps, services, objects, events, relations, trusts ) > validations

Deliver - Agile delivery model > validations

Deploy - Deploy > validations

Govern - Govern and manage the solution

Operate - Operate > validations

Support - Support > validations

Maintain - Maintain > validations


works for "green" or "brown" solutions



SDP Client Consumption Life Cycle

Define - define client functional need or capability as a requirement use case

Discover - discover candidate components and services for the requirement

Contract - connect to a candidate to test the function or capability externally

Consume - consume the component or service in the client context to validate fit for purpose

Confirm - confirm the evaluation of he component or service as acceptable from tests after consumption

Commit - commit the component or service contract to the client solution

Deploy - deploy ( re deploy ) the client solution with the new or revised component functionality

Govern -  Govern and manage the client solution

Operate - operate the client solution producing and consuming events in the ecosystem

Support - support the solution for the targeted operational quality and maturity level

Maintain - maintain the client solution effectively for the operations quality and maturity level desired



SDP - Solution Delivery Process Artifacts

discover > assess > plan > define > implement > support

solution profile

isa - assessment from discovery process

isp - information solution plan built from team based on factur3dt.io

isr - review a solution and apply factur3dt.io - incorporate sgaaps

isi -  information solution issues list ( input to RAID and Engineering Issues List )

iss - information solution strategy - strategic view of the external and internal opportunity, challenges and solutions to build a strategy that fits


Client ISA - Information Solution Assessment - Blockchain


5 W, H 

Who, What, Why, Where, When, How ???


Steps to define solution

  1. vision
  2. context 
  3. actors and roles 
  4. use cases 
  5. processes 
  6. decisions 
  7. services
  8. impacts




Keys for a Value Chain Network

  1. Who are the parties are in the Business Network?
  2. What value does each role deliver?
  3. What challenges does each role have?
  4. Is there counter party risk?
  5. How are trust issues resolved?
  6. How are identity, security managed?
  7. Do parties cooperate now? How?
  8. Are the processes clear? Efficient?
  9. What are key decisions & events?
  10. How do intermediaries add value?
  11. What are regulations, compliance issues?
  12. How can the Value Chain Network grow?

Consulting VCE - Value Chain Economy Assessment


what value can  I add?


who are best potential markets for that value?


how do I reach those markets effectively?


https://us06web.zoom.us/j/84292190346?pwd=cmNwY1E5RUQ1eWRBVHZleEdQK3Vxdz09

Who can I partner with to add more value, add more clients?


my partners - Wes, Paramountsoft, Chainyard, hlf docs ..


How do I find and reach decision makers?


How do I establish value and credibility with clients?


Hollis Thomases - contract


my partners - Wes, Paramountsoft, Chainyard, hlf docs ..



NFBR - Need  >  Feature  >  Benefit  >  Response -  confirm solution meets their needs


recap the need

map to the feature

map to the potential benefits

elicit the response, concerns, commitments



BCTP - goals for the relationships, interactions

  • belief I understand their needs
  • confidence I can meet those needs
  • trust that I will meet those needs
  • for a purpose


LSP - IBM Logical Selling Process

  • intro & rapport
  • IBS - potential benefits statement - some have found X
  • Need qualification with open questions and listen actively
    • how, why, explain, what do you think is the right approach?
    • get the client to set VCRS criteria
  • FBRs - feature / benefit / response on VCRS criteria
  • trial close - if we, will you
  • handle objections - what will it take, why, how
  • next steps - if we, will you
  • close


LSP for sessions, presentations << engage !

how to plan sessions, presentations to a target audience

engage from the beginning


Intros  - set session operating rules / expectations

<< confirm

Topic & agenda ( what's covered, key takeaways )

<< confirm

Speakers ( relevant expertise / your need - role - funny experience with the topic )

<< confirm

Break the ice - on the topic or ?

<< confirm

Why it's important  ( interesting or humorous examples )

<< confirm

Who you are relative to topic - how engaged?

<< confirm

present >>

questions >> 

decisions >> 

next steps & action items >>

reference materials >> 


Takeaways

• Audiences make critical decisions about you in the first 30-60 seconds.

• Your body language and eye contact are important elements of credibility.

• When you’re looking at your notes, nothing should come out of your mouth.

• Establish a communication bond with listeners and you’ll more easily persuade.

• Allow your gaze to linger on people long enough so true contact is made.


FACTUR3DT.io - measure value delivered before and after solution - forecasts net value


A key set of factors to measure before the solution is delivered and after.

The result is first an estimated impact set and then a realized impact set that accounts for value, cost, risk and success factors


ItemDefinition
FeelingsEveryone has feelings and opinions on both the problems, opportunities, solutions, roles. These feelings can impact what change will be accepted by stakeholders and how.
AccuracyWhat are the metrics now for accuracy?  what do we need to meet the goals?  What are the rework processes, impacts? Are the current solutions measured accurately? 
CostsWhat are the implementation, operations, retirement costs? accuracy of estimates? validations?
TimelinessWhat's the timeliness we observe vs the client SLA?  what's the net value for faster solutions?
UtilityWhat's the value for each party and role in the economic model?
ResourcesWhat are the key resources? Availability? Options?
RevenuesWhat are the current revenue and potential impacts?  Keys to success for new revenues?
RiskWhat are the current operational, technical risks?  new ones?
DecisionsWhat are the key decisions that drive this process and outcomes for a user?
TrustsFor each process and the parties involved, what are the key trusts that need to be established for success?

Key Questions to Ask for clarification, value

https://www.theladders.com/career-advice/9-magic-phrases-that-will-make-you-more-persuasive?ltm=KzBzRs4qMQuXkykK9lD9LaklaYVrxc2NwXNukYW65BE%3D&subscriber_type=member&utm_term=sunday-DNL-6-7-20-laddersstore&utm_medium=email&utm_content=sunday-DNL-6-7-20-laddersstore&utm_source=member&utm_campaign=daily-newsletter

9 magic phrases that will make you more persuasive.pdf


Generally use leading, open-ended questions to understand the focus


  1. how do you ..
  2. paint me a picture ..
  3. if you could make one change immediately, what  would that be?  why?
  4. If you had to choose X or Y, how do you make that choice?
  5. can you rank your top priority ?  why ?
  6. can you rank your top risk? why ?
  7. how do you know if you're on target?
  8. what are your options to improve and meet that goal?
  9. how well has that strategy worked in the past?
  10. what makes this time different?
  11. on average, what has been the life span of an IT solution here ( 5 years?  10 years ? )
  12. what are the costs to retire this new solution?



QuestionNotes

“On a scale of 1 to 10, how excited are you about this proposal?”

why so high? why so low?

“On a scale of 1 to 10, how close are you to making a decision, but you can’t say 7?”

is this a priority now?  what would change that for your? the company?

“Here is what most people do next.”

safety in numbers on next steps - comfort level -
"and here's how it worked out for them"

 “If I can do A, B, and C for you, will you move forward?”

From the time we spent, I see X is important to you.  If I do X will you do Y?

“How open are you to…?”

If maybe or no, ask the next question – what?

“What is stopping you from moving forward?”

Do you great a straight answer or avoidance?

“I bet you are a bit like me and…”

Create alignment on needs, priorities

The easiest way to get people to say “Yes” at the end of your proposal is by getting them to say “Yes” throughout the conversation.

The beauty of the words, “I bet you are a bit like me” is they accomplish just that, while framing the benefits of your proposal in a way that makes them envision using it — which can be extremely persuasive.

“Take a second and imagine…”

or "paint me a picture" 

the simple fact that all of us love a good story. - improves alignment

“I’m not sure if this is for you.”

as they hear the words, “I’m not sure if this is for you,” they will be immediately intrigued.
What are the keys for success here?




DATES ( Decisions, Data, Automations, Trusts, Events, Services ) analysis for solution operations dimensions

Given a specific use case and operations context:

  1. Define the R3P for the use case:   Roles, Policies, Procedures, Processes for each Role
  2. Define the solution dimensions: economics, governance, operations, support, implementation models
  3. Define the related DATES ( Decisions, Data, Automations, Trusts, Events, Services ) to support the use case processes and roles

Can use SGAAPS method for initial assessment and SOAARS method for updates



Gartner - 2109 - Top 10 tech trends

https://www.gartner.com/smarterwithgartner/gartner-top-10-strategic-technology-trends-for-2020/

gartner

https://drive.google.com/open?id=1K2nipVszPmmKusIqD_iD26xDKKe5DP9F

accenture

https://drive.google.com/open?id=1CK26zxuETUQIwt7NxrOHXw13J2c_yEdh



Innovation Strategies and Concepts 


mckinsey innovation essential traits article

mckinsey innovation essential traits link

innovation-concepts-2022-mckinsey.com-The eight essentials of innovation.pdf file


Innovation Readiness Team Tests & Surveys


Testing for innovation


Product Innovation Strategies

product-innovation-keys-Test_Learn-FINAL-v4-final-9-30-19.pdf

product-innovation-keys-Test_Learn-FINAL-v4-final-9-30-19.pdf


Product Mgt mistakes

7 Deadly Sins Of Product Development.pdf


Sample Product Roadmap

psoft-Farm2Fork-product-plan.pdf

psoft-Farm2Fork-product-plan.pdf glink

Challenges


2Learn - key technologies and frameworks


#2learn
-------------------------------

-------------------------------
js full stack - add swagger 2 wks
https://www.udemy.com/course/the-complete-web-development-bootcamp/


-------------------------------
spring boot microservices 2 wks
https://www.udemy.com/course/spring-framework-5-beginner-to-guru

https://www.baeldung.com/learn-spring-course $197 course


-------------------------------
grails v4x books - authors 4 days
http://docs.grails.org/latest/

https://www.djamware.com/post/5d385e00fd741853d22abf5c/building-crud-web-application-using-grails-4-and-mongodb-easily

grails mvc app using spring services - mode coding
https://www.baeldung.com/grails-mvc-application

https://www.google.com/search?client=firefox-b-1-d&q=grails+version+4+tutorials


-------------------------------
hlf dev
https://hyperledger-fabric.readthedocs.io/en/release-1.4/
https://hyperledger-fabric.readthedocs.io/en/latest/
https://hyperledger-fabric.readthedocs.io/en/latest/tutorials.html
fabcar, byfn, cpaper, add-org, net-upgrade, private-data, chaincode


-------------------------------
hfca admin $500 for online course, exam 1 retry fab 1.4.1
https://training.linuxfoundation.org/certification/certified-hyperledger-fabric-administrator-chfa/
handbook
https://training.linuxfoundation.org/wp-content/uploads/2019/08/Hyperledger-Fabric-Candidate-Handbook-v1.5.pdf


-------------------------------
spark data streams
https://skywebteam.atlassian.net/wiki/spaces/KHUB/pages/61112419/m+Apache+Data+Services#mApacheDataServices-Spark
spark in 7 steps
https://drive.google.com/open?id=1_bfxFX6kQf2gTEPyoPwOgmauWj2b-hv5

udemy java spark
https://www.udemy.com/course/apache-spark-20-java-do-big-data-analytics-ml


-------------------------------
aws
https://aws.amazon.com/getting-started/?nc1=f_cc
https://aws.amazon.com/training/?nc1=f_cc
aws cloud practioner exam 6 hrs - free course
https://www.aws.training/Details/Curriculum?id=27076

aws certification prep guides
https://aws.amazon.com/certification/certification-prep/

aws hadoop course 90 mins - no exam
https://www.aws.training/Details/eLearning?id=40337

aws solution architect associate 2 wks - $170 exam fee
https://aws.amazon.com/certification/certified-solutions-architect-associate/
exam prep
https://www.aws.training/Details/Curriculum?id=20685


-------------------------------
azure
https://linuxacademy.com/course/microsoft-azure-fundamentals-az-900-exam-prep/
4 days - free course


-------------------------------
python ML
https://www.udemy.com/hands-on-introduction-to-artificial-intelligenceai/learn/lecture/12130906#overview

https://www.datacamp.com/community/tutorials/cnn-tensorflow-python
https://drive.google.com/open?id=1H3ivxDSLUxsw2CQAXUhdyzMPGZdnAj6j

https://www.tensorflow.org/tutorials

https://www.tensorflow.org/tutorials/keras/classification

https://www.pyimagesearch.com/2019/10/21/keras-vs-tf-keras-whats-the-difference-in-tensorflow-2-0/

https://medium.com/tensorflow/training-and-serving-ml-models-with-tf-keras-fd975cc0fa27



Some Relevant Concepts


  1. trust is the foundation for all relationships
  2. we put trust to work
  3. in theory, there's no difference between theory and practice ...
  4. modern QA mgt focuses on six sigma and zero defects at the expense of failure management
  5. catch 22 for new systems - everyone wants change but doesn't like new system because it's different than the current one
  6. consultant borrow your watch to tell you the time -- good because you have all the answers and consultant has no assumptions
  7. resistance to change expert - "war council" .. feelings over data, shared focus and attitudes key to success, value
  8. customer first doesn't mean user interface first, it means value first ( think responsibilities, decisions, action delegations)
  9. in a world of digital transformation, which careers are in demand AND long-term?  which will change or disappear ?



Supporting Enterprise Innovation

https://www.linkedin.com/posts/rajkgrover_innovation-learning-collaboration-activity-7074785326367391744-EY3j?utm_source=share&utm_medium=member_desktop

Digital Transformation Tips 013: Tips to Overcome the Challenges in the Corporate #Innovation

1.    Foster a culture of innovation
2.    Embrace failure as a #learning opportunity
3.    Break down silos and encourage cross functional #collaboration
4.    Empower #intrapreneurship and involve employees at all levels
5.    Provide dedicated resources and support especially from top leadership
6.    Encourage external partnerships and #openinnovation
7.    Embrace emerging technologies and #datadriven decision making
8.    Create a structured innovation process
9.    Align innovation with strategic goals
10. Continuously monitor and measure progress


For VCE ( Value Chain Economies ) - Engineer Dimensions for Multi-Party Roles:

  • ABC Archtiecture - Advanced Business Components
    • Knowledge, Behavior, Relations & Responsibilities
    • Advanced Business Component Foundry
    • Advanced Business Components Interfaces, Services, Brokers
  • Decisions
  • Trusts
  • Trusted Data
  • Economics
  • Governance
  • SMART metrics



Image Source: Xplane

Innovation Ecosystem



https://www.strategyzer.com/hs-fs/hubfs/XPLANE_Innovation_Leader_Corporate_Innovation.jpg?width=2250&name=XPLANE_Innovation_Leader_Corporate_Innovation.jpg



Solutions


Marketing Messaging Strategies 


marketing solution messaging

1> define the problem

2> define the solution

3> define the impacts

impacts
transparency across the network
faster settlements, reconciliations
trusted data for analytics, decisions, optimization
provenance of assets
targeted accurate recalls
easier compliance
better governance on business processes - stear


mediums
blogs
pod casts
infographics
good for size, problem impacts, solution impacts
explainer videos
good for who what why,
problem impacts, solution impacts
ibm example

short demos w agenda, demo, summary, qna


Managing Change Strategies 

https://www.cio.com/article/3610373/10-steps-to-avoid-digital-transformation-failure.html

  1. Make the business case clear. Business cases for digital transformations can be pages and pages of required capabilities, anticipated costs, and expected returns. For a business case to be truly a tool to enable transformation it needs to be clean, free from business jargon, unambiguous, and brief.  A clean business case will enable the team to quickly make tradeoffs and decisions that are aligned with a vision.
    1. Where needed, ensure the business case is competitive with a SWOT and customer analysis
  2. Be the communicator-in-chief. Organizations need to have confidence that the transformation can be achieved. As an executive sponsor, building that confidence is your responsibility. This means that you need to stand up in front of the entire organization and do four things:
    • Communicate the business case
    • Lay out the overall plan and journey to achieve the goal
    • Acknowledge that there are going to be risks and bumps along the way, and
    • Do all of the above with a high degree of confidence.
  3. Hold the organization accountable. I know, I just used the buzzword “accountable,” so what does it look like? It means rigorously tracking that all impacted areas of the organization have allocated the required talent, implemented tactics to mitigate risks, and incorporated forecasts of benefits into future business plans. Visibility of these preparations needs to be raised to the executive level and illustrated on dashboards.  
  4. Take care of your team. Another non-secret to success is allocating the “A-team” to the project. These are the folks that have established themselves as top talent in the eyes of their peers and who the organization trusts to make good decisions.  But allocating the talent is not enough. Some of these A-team players may see this as an opportunity, but many will see it as derailing them from their future goals and aspirations.  Executive sponsors need to take this A-team under their wings and consistently and regularly provide them with a roadmap of how the initiative will allow them to achieve their career goals. 
  5. Elevate operational continuity as a priority. Project teams get focused on budget and schedule right out of the gate. They happily report to the steering teams on how well things are going early on.  As the project moves forward and budgets and schedules begin to slip, the teams will feel compelled not to report bad news, leading to taking risks that can lead to poor implementations and operational disruptions.  By prioritizing operational continuity early on, you create the right conditions for early discussions on project priorities and reduce the probabilities of catastrophic failures during implementation. 
  6. Lengthen decision lead times. All large-scale transformations require thousands of decisions. Many of these decisions will require executive involvement and buy-in, which will take time. Push your SI to provide an inventory of key decisions that will be required over the course of engagement.  Take this inventory and socialize it with the steering committee to confirm they are on board with making these decisions and that they have allocated the talent they trust to make them. 
  7. Be a shot caller. The team is going to need a decision maker who is prepared to make hard calls and live with the consequences. Part of the secret sauce for this is making sure you make good on lengthening decision lead times and getting executive involvement buy-in on key decisions up front. 
  8. Set and communicate priorities. The organization will be overloaded. Teams are willing to work in overload situations if they have a clear direction on priorities.  Failure to communicate priorities will lead to losses in productivity as teams attempt to establish their own priorities or simply stall, not wanting to make a wrong decision.   
  9. Leverage your vendors. Establish and actively manage your key vendor relationships by calendaring regular meetings with senior leadership counterparts. Set these discussions strategically before significant milestones. You will be surprised how much more engaged your consultants are when they know the big boss will be looking in.  Top-to-top discussions can also be leveraged to increase vendor accountability.  I have seen vendors perform great feats to complete a job when they know a positive reference can be obtained.   
  10. Establish a management reserve. I have yet to see a project that is not in some way influenced by optimistic estimates upfront. All parties are vested in putting forward the lowest possible cost as part of the business case.   Here is a bulletin: The team will rapidly consume its own contingency.  Keeping a management reserve will allow you to take the pressure off the team when times inevitably get tough and will allow them the ability to make the right decisions for the organization.




Small Business Software Solutions


A few key tips for any small business on business software..

Collaboration apps
1> leverage open-source and low-cost cloud resources where possible ( eg Google apps for work base edition etc ) to coordinate employees

Web Business apps for service businesses
2> if you need pre-built, custom business app suites look for low-cost app suites priced per user ( or use Grails to generate apps )

Easy free NoSQL database
3> Couchdb is a good free NoSQL database ( similar to Mongo but free ) and easy to use

Easy way to generate Web apps
4> Grails is the easiest, fastest way to generate Web apps ( MUCH faster than what we use at DMX )

Easy way to generate Web reports
5> Grafana or BIRT let you create reports and graphs quickly on Couchdb data

Easy, secure way to share files over the Web
6> Google drive is very low cost way to share files over the Web

Easy way to do web meetings
7> Zoom is only $15 per month for good quality Web conferencing

Great free office suite
8> Libre Office is all of Microsoft Office and more free

Great free Web CMS Portal
9> Liferay has a community edition bundled with a Tomcat server that can be run local or in a cloud server for a free Web CMS that does a lot
 
Easy way to create Web surveys and quizzes
10> Google Gforms can create custom Web surveys and quizzes for free with the community edition
 
Free Business Rules engine for Java apps
11> jBPM - jBPM is an open-source workflow engine written in Java that can execute business processes described in BPMN 2.0
 
Useful free design tools
 
Most of these can be run on your own local server or on simple cloud servers.

Awesome. So happy for you. Hope this all works out well going forward. Sounds very good.
A few key rules for any small business on business software..
1> leverage open-source, free and low-cost cloud resources where possible ( eg Google apps etc )
2> find low-cost, subscription apps where a packaged app suites where they fit your business operations
3> Google apps for work ( base edition ) is a great way to coordinate a team on work products
4>



SEO web site tips

https://ahrefs.com/blog/why-is-my-website-not-showing-up-on-google/?fbclid=IwAR2JQGkTGiqncPsAhPi-iBkrO51Eu3SqCuDGf_eNBGE1JKME0rndR9lgAHc



Networking sites


Boston New Technology networking group

$99 / yr for 20 events in Boston - blockchain, AI, startups etc

https://www.capestart.com/research/index.php




Other Consulting Services Company sites


Cape Start - Boston - development, blockchain, AI, data management

https://www.capestart.com/research/index.php


data management services

https://www.capestart.com/research/

Intelligent machines and AI algorithms depend on high quality datasets on which to practice machine learning. The process of designing and building a dataset, and preparing it for analysis is however tremendously laborious, involving many mundane iterations, exploration and analysis. Many data-driven organizations are finding they lack the resources or time for adequate data preparation which ultimately impacts the quality of their algorithm.



Contract Services



Traditional Services firms

Ranstadt

RHI



Partner Firms

IBM

Wipro

Deloitte

Accenture

AWS

PWC



online contracting


https://www.upwork.com/hire/graph-databases-freelancers/







Details



Next Steps


Biogen project presentation - QCG

https://drive.google.com/open?id=1kmcLaVW-p4AZuo1lUIvu8R50DawT4mEA

good template to address customer project needs



Link



Instructions - Move sites between Confluence instances

  1. How to Export a Space in Confluence Cloud to xml zip file
  2. How to Import a Space in Confluence Cloud from xml zip file