Category: Critical Mass

  • Worthless

    Worthless

    Does CRM still frustrate you, the would-be buyer all these years later?

    I recently ordered a relatively expensive product from a well-known retailer.  At their prompting, I signed up for ‘track order.’  Three days later, my inquiry was responded with, “the order has been placed.”  Ok, but I already know that.  Are you still processing the (digital) paperwork?  Will I get a notice next week that the product is out of stock, or does the company even care?  Another worthless, CRM automated reaction.  Oh, by the way, I received a ‘pop up’ survey about my experience with the site 10 seconds or less after I logged on.  A waste of my time, worthless and makes me less likely to return to that store.  Almost the same reaction as spending hundreds of millions to change a corporate image, only to redraw and eat those expenditures–More shareholder value destroyed by idiots.

    Give me a break, we are almost at the end of calendar year 2025, and this ecommerce stuff has been around for a while.  Apparently, not for some.  Makes me want to buy a whole lot of your stuff–NOT!

    Get with the program and make MY customer experience at least not–“I am so pissed off . . .”

    Fix The Basics

    Ai is all abuzz.  The latest shiny object it may be the maker of the first trillionaire.  This all great, but what if I only want a dinner reservation, airline reservation, doctor’s appointment, or online order status.

    We cannot forget in the hype/heat of the moment that the core requirements of the organizations must be properly services.  If this is overlooked or underfunded, AI nirvana may illude the firm entirely.  After all, someone has to keep the lights on if hundreds of billions of dollars are to be spent on the new, (more on whether this level of spending even makes sense in a future blog).

    US football season is started and once again coaches are teaching even established super stars to pay attention to the basics–blocking and tackling.  Happens every year.

    What is your firm doing to assure the IT enabled lights stay on?

  • AI–What’s Your Number?

    AI–What’s Your Number?

    There is a great deal of hype regarding AI, some is justified and some not so much.  Pundits, including this one talk about the value an organization will get and, in some cases, immediately.  But what is the actual measurable value a firm can realistically expect?

    I recently used a free AI Value Calculator, asking how an oil refinery could become more effective and safer. The following response was received:

    “**Value Proposition:** At [Your Company Name], we understand that oil companies face increasing pressure to enhance safety and efficiency within refinery operations. Our innovative solutions are designed specifically to address the unique challenges of the refining industry. By integrating advanced technology and safety protocols, we empower your team to operate more effectively while minimizing risks. With our expertise, you can expect: – **Increased Operational Efficiency:** Streamline processes with cutting-edge tools that boost productivity and reduce downtime. – **Enhanced Safety Measures:** Implement systems that prioritize employee safety and ensure compliance with industry regulations. – **Real-Time Monitoring:** Gain insights through data analytics that allow for proactive decision-making and immediate response to potential hazards. Choose [Your Company Name] as your partner in revolutionizing refinery operations, ensuring you meet both efficiency goals and safety standards. Together, we can create not just a safer workplace, but also a more effective refinery that drives success in today’s competitive landscape. For more information or to schedule a consultation, please contact us at [phone number] or visit our website at [website URL]. Let’s work together to pave the way for a more secure and productive refining environment.”

    The Problem with Value

    There are several problems with this response, and I (the user) am part of that problem.

    • My prompts were minimal and not specific
    • The response was pablum, as it did not tell me anything I did not already know.
    • What do phrases like, “Implement systems that prioritize employee safety and ensure compliance with industry regulations,” actually mean and how do I accomplish that?
    • What do I tell the “C” level executive that she can expect to see on our bottom line as a result of this expenditure and what is the risk profile?

    Determining the economic value proposition for any capital investment project has always been a challenge and is difficult to accomplish, especially when the list of intangibles is long.  The recent issues surrounding Cracker Barrel rebranding is a case in point.

    The process of assessing possible value and the associated risk of attaining said value from investments is not trivial.  It takes a lot of thinking and iterative re-thinking from a knowledgeable and qualified team, as well as input from others.  And in my opinion, there has to be a dollar value that can be documented and defended–meaning, it is a solid assessment and not wishful thinking.

    The Journey to Measurable Value

    “If you don’t know where you are going, you’ll end up someplace else.”― Yogi Berra

    We been conducting economic and financial assessments of capital projects for over two decades. Our Economic Value Proposition Matrix (EVPM) has been developed and curated with organizations in the Critical Infrastructure Sector.  It meets and exceeds the tough requirements of some of the most prestegious global firm and has demonstrated its ability to provide decision makers with an economic and financial “What If” and “Iterative” model of proposed spend before a dime is committed to the project.  We love tough questions and have learned most that are used.  Moreover, it Risk Assessment section if one of the most robust available.

    It is being used for AI Spend assessments and a case study will be available in our forthcoming book, from CRC PressThe Transformation of Our Spreadsheet Society: Moving Towards a Nonlinear, Big Data Enabled AI Environment, to be released by early 2026.

    Is AI Different Than Other Capital Expenditures (CAPEX)?

    The traditional response from IT providers is, It Depends!  In some ways this is a correct statement. However, industry/individual organizations have been through existential difficulties before and frequently.

    Most IT CAPEX is either Science/Engineering or transactional, i.e., ERP.  However, much of AI centers on behavior and therefore, involve an addition dimension–latent variables.  We have been interested in latent variables since the early 1990s and first published our approach towards learning about their impact on behavioral systems in my 1996 doctoral dissertation, Cross-cultural negotiations between Japanese and American businessmen: A systems analysis (exploratory study).

    In our forthcoming book by CRC PressThe Transformation of Our Spreadsheet Society: Moving Towards a Nonlinear, Big Data Enabled AI Environment, we develop a detail approach and representative AI model about the value that can be identified and measured using latent variable.

    So, what is a latent variable?  Largely unknown, these variables are essential in the complex data analysis and modeling needed in statistics, machine learning, and other scientific assessments.

    Very important–They cannot be measured directly but can be inferred from other measurable variables.

    This is a major and usually unrecognized problem when attempting to place an economic value on a project yet to start, i.e., the planning and funding stage.

    Our upgraded EVPM model takes latent variables into consideration giving management greater insight into the costs, return and ultimate value of AI investments.  We believe that unless this dimension is properly assessed, calculated values are WRONG and will not result in the value proponent’s advance.

    Look for further details regarding our economic value of AI model and feel free to contact us if you have specific needs or questions.

    Is your AI Economic Value Assessment model robust enough to bet your career on?

  • AI In Chaos

    AI In Chaos

    There is a daily flood of often contradictory posts regarding the tremendous and immediate value of Artificial Intelligence (AI).  But are we to believe our lying eyes?

    This picture of wiring stupidity might as well have been taken in my front yard.  Years of shoddy workmanship by firms that do not care in a city that cares even less about its neighborhoods is the result.  But that is not the theme of this post.

    The artificial intelligence software sector looks like this photograph. Tracing connections and thoughts is almost impossible and may require AI to understand AI.  Is that even possible?

    AI Is On Fire

    “We must implement AI because everyone else is doing it” is the mantra.  Expressed by those selling AI products and services, organizations feel pressure to buy immature code as individuals are told their careers are over and robots will replace them in the next few years.  This pundit challenges this rant.

    There is a method to the madness and order can be made out of the chaos of the “new kid on the block.”  It is not necessary to panic or make quick irrational decisions.

    Published in 2023, I co-authored the book, Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability and the just released, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  Moreover, the next forthcoming book by CRC Press, The Transformation of Our Spreadsheet Society: Moving Towards a Nonlinear, Big Data Enabled AI Environment, should be released in early 2026.

    The focus of all these volumes is to help management and non-IT individuals better understand game-changing technologies, how to assess, procure and deploy them and attain superior economic value for the firm.  Additionally, we address what individuals must do to keep their skills and career current and future proofed.

    I mention this because we must all remain clear eyed in this current caldron of chaos.  Rudyard Kipling is famous for his poem that begins, “If you can keep your head when all about you are losing theirs.”  Our generation should learn from this call to calm, rational thinking (readers should read the entire very powerful poem).

    Those not familiar with the IT field may not know but the sector even has a name for the development curve AI technologies are on.  The research firm, Gardner has developed a tool that can be useful. “The AI Hype Cycle is Gartner’s graphical representation of the maturity, adoption metrics and business impact of AI technologies (including GenAI).  It helps organizations understand where different AI innovations are on the path to becoming mainstream, why they are where they are and what these innovations mean in the context of the overall AI landscape.”  While the Hype Cycle is a commercial offering, a great deal is written, and a high-level understanding is readily available to all from online sources.

    The Storm Will Pass

    AI offers tremendous promise across all human endeavors.  At the moment it is a new shiny object that entices but still has a lot of unknowns.  It will mature and become as ubiquitous as the Internet.

    The rate that individuals embrace change varies widely; however, change is a fact of life, and I believe this change will benefit more than it hinders.  After all, other generations have undergone significant change that we now take for granted, i.e., automobiles (aka horseless carriage), smart devices, etc.

    What are you doing to keep yourself not only relevant but of high value in the AI world?

  • “Relieved of the Necessity”

    “Relieved of the Necessity”

    F. A. Hayek explained why many people support politicians touting socialist plans. In The Road to Serfdom, he explained that people want to be “relieved of the necessity of solving [their] economic problems and…the bitter choices which this often involves.” 

    The latest New York City Siren Song, free stuff will be the savior of a runaway city beckons. So tempting, this harkens back to era of free mobile phones as well as promises the Romans and their predecessors made to keep their populations under control.

    Many like to believe that we are different than our forbearers, that somehow we are smarter, more sophisticated–pick one or all of the rationales. Hate to bust any social media ballons, human nature is the same as it was eons ago.

    Someone Take Charge of My Life and Help Me!

    Much as children reach for their parents, guardians or other trusted adults, dependency requires subserviency.  Not responsible in a meaningful manner for behaviors until reaching the age of “being treated like an adult,” children get away with a lot. “He is just a kid,” rings hollow after the age of 10 or so but that myth persists, often well into one’s 20s and even later.  Seems unsustainable to me, but that’s just me.

    Whose Your Daddy?

    Daddy Warbucks is going to pay for this political largess.  Really?  Given that the so-call rich are the biggest donors to politicians, what if they just say NO!  Political winds can turn on a dime and likely will here too as reality starts to bite.

    We would all like to win the lottery and free gifts and discounts are great.  However, “there is no free lunch” rings in my ears as does, “if it sounds too good to be true, it probably is.”  None of us can be relieved of the necessity to take charge of our lives and not submit to Hayek’s serfdom emanating from the relinquishment of our right to make our own decisions.

    Isn’t the right to make decisions right up there with the First Amendment?  Don’t give it away for shiny object trinkets. 

    What are you doing to protect your autonomy?

  • Scam Leadership

    Scam Leadership

    It seems the world is awash in scams, those attempts to steal from all of us.  Couched in nice words like spam, these are attempts to destroy you.  Likewise, there are scam leaders who would do the same, only worse.

    In 1978, the scam by the so-called pastor, Jim Warren Jones slaughtered more than 900 people including over 300 children.  He told his followers, couched in religion that he would lead them to utopia and convinced them to kill (poison) themselves.

    Leaders take on a mantel of leadership by proclaiming themselves to be prophets, pastors, and even leaders.  However, stating to be a leader does not make one a leader.  As Christians have been told for eons and from Matthew 7:15: “Beware of false prophets, which come to you in sheep’s clothing, but inwardly are ravening wolves. Wherefore by their fruits, ye shall know them.”

    False leaders present themselves constantly.  If you follow me and do thus-and-so, I will reward you.  This is not normal product marketing by credible organizations of all sizes, these are the deliberate criminal attempts by wolves to destroy their targets, even to the point of suicide.

    Beyond Outright Criminals

    Even more difficult to detect and defend oneself against than criminal spammers are legitimate people in positions of authority.  These can include the office bully, fellow employees and management, as well as elected officials and government employees and even family members and acquittances.  This is a long list of those who actively work against constituents and people they know or who can be influenced to commit figurative suicide.

    Sales 101 teaches that when trying to convince people to follow your lead, it is not the best idea to call them derogatory names.  It continues to amaze this successful sales executive how many talk down to those they seek to persuade, almost like your dumb and I am smart thinking.

    Meeting the Test of Actual Leadership

    This quote is attributed to General Douglas MacArthur, “A true leader has the confidence to stand alone, the courage to make tough decisions, and the compassion to listen to the needs of others.  He does not set out to be a leader, but becomes one by the equality of his actions and the integrity of his intent.”  This pundit would like to add that during the World War II period, significantly large numbers of women also rose to the leadership challenges MacArthur espoused.

    How many self proclaimed leaders we see in our daily life live by MacArthur’s code?  Not many during my long life, I am afraid.

    BS Detector

    There is not much we can do about some exalted individuals.  We must obey laws and organizational policies, or else there may be consequences.  We should activate our leadership radar aka BS detector.

    There are many false prophets we can choose not to follow.  Those who do not bring out our best are not servant leaders they are self-servicing aggrandizers.  Do not drink their Kool-Aid.  When you see those on the media mouthing out crap, advocating violence or worse, failing to condemn the condemnable, cancel them!  If you get cancelled, celebrate the liberation.  Finally, the ole saying, “If it sounds too good to be true, it probably is” or no free lunch when a Santa Claus politician is loose.

    The worst thing that can happen to these losers is the loss of ‘likes’ and lack of followers.  That way they cannot lead lemmings over their figurative cliff.  Scammers come from all walks of life, not just online.  See this class of Bozos for who they are and reject the clown car they are driving.

    How fine tuned is your leadership radar?

    Our new book is Now Available

     

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce the released by CRC Press of our new book, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Leadership: Pattonesque Style

    Leadership: Pattonesque Style

    “The only safe ship in a storm is leadership.” ~ Faye Wattleton

    As an owner and crew for offshore pleasure sailing vessels, I have experienced several gale force storm that lasted more than 24-36 hours.  Several were across the Gulf of America (aka Mexico) regattas and quite a few offshore Gulf races of 150 nm or longer.  Relatively minor damage to the boat and no injuries to our crew.  More than one storm resulted in yachts retiring and in a rare case abandonment. Minor injuries to regatta crews are fairly consistent.  What separated our winning boat from the others?  A competent well trained crew and effective leadership!

    Old blood and guts, General George S. Patton Jr. gets a bad rap in my opinion.  He probably was a pain in everyone’s you know what, but he was paid for being something else.  A leader who made consistently effective decisions of consequent, rapidly with decisiveness

    Much is being written, complementary and not so much about Donald Trump’s management style and especially the speed with which things are getting done.  Additionally, from one perspective Elon Musk’s frustrations can be probably be attributed to his belief, especially regarding the budget, that things are not moving fast enough.

    Wait and See

    While it is appropriate to make a good assessment of a situation before action, some organizations can suffer from “paralysis by analysis” where decision makers effectively do not respond within the appropriate time window.  In a high intensity, fast moving environment, launching endless committees in some vain hope that a third party consulting firm whose members often have no real executive leadership experience will ride in to to save the day is misguided.  The logic usually is that this decision is too important and costly not to take one’s time to properly assess the associated risks.

    One writer framed the issue well, “Therefore, in a world were the game is changing rapidly, failing to take action—deciding to ‘wait and see’—can quickly put you on a path of increasing irrelevancy or a rapid demise.”  How is this nonaction adding shareholder value?

    No Competence-No Confidence

    Leaders are not born, they are made.  It is unreasonable to assume that just because so-and-so went to a specific school, was a great jock, or celebrity that individual is qualified to drive an organization.  Elected officials are a great example of this perturbation.  Poorly performing public companies are another example where board in their infinite non-wisdom think that the ship will stop sinking if only we hire the right well-known person or even ‘strange’ spokesperson to hawk an alcoholic beverage.  The corporate sea floor is littered with the wrecks caused by incompetent captains with no confidence in their judgements.

    Will AI Make Things Worse?

    Unfortunately, the answer is yes for many, even (once) prestigious organizations.  Coming like a freight train, most organization executives appear to be totally clueless about the value of artificial intelligence to the firm they are entrusted to manage.  With no understanding or competence in this field, we can expect these individuals to have any confidence in how they spend shareholder value?

    Expect the same waste that large IT projects have enjoyed for decades.  Five years from now, expect the 500 to have new winners and long standing firms no longer visible.

    We do not posit for quick poorly assessed capital expenditures.  Only that decision cycle times have always been shorter than many like.  Decision-makers must get better at their job.

    Defeat is the realm of incompetent generals.  Great generals who know their business with more limited loss of life and limb are the winners.

    Winners in the AI era have not yet emerged.  We will know shortly those who made good timely Patton like decisions and those who waited to see the door closed in their face.

    How will your organization assure that it is competently led through the AI door?

    Our new book is Now Available

     

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce the released by CRC Press of our new book, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Trading: The Art of the Bridge

    Trading: The Art of the Bridge

    “For the only way in which a durable peace can be created is by world-wide restoration of economic activity and international trade.”  – James Forrestal

    A recent article reviewed games that might be akin to the international trading process, chess, poker and bridge.  That author argues that so much of our rhetoric is militaristic.  We are going to “target” and, “fighting” for you, “outmaneuvering,” and so on sends the message that somehow, we are in a battle?

    If we are in a battle, who wins and what is the prize?  Typically, a military victory results in the destruction of the foe(s).  This pundit is not sure this is a good global model.  The approach has been tried many times in history, the Greek Alexander the Great, the Roman Empire, various European colonization, parties from Word War I and World War II, the Cold War, etc.  The result is always the same–a continuation of tensions leading to the next and more violent conflict.  If the goal is to limit the global population, we seem to be getting pretty good at it.

    All of these classic games have a winner or at least a stalemate.  So, in this context, how do we define Winner?

    Win-Win

    A more satisfactory global engagement can lead to the world that the first US Secretary of Defense sought.

    Game theory is the study of mathematical models of strategic interactions.  It has applications in many fields of social science, and is used extensively in economics, logic, systems science and computer science.  Initially, game theory addressed two-person zero-sum games, in which a participant’s gains or losses are exactly balanced by the losses and gains of the other participant.  In the 1950s, it was extended to the study of non zero-sum games, and was eventually applied to a wide range of behavioral relations.  It is now an umbrella term for the science of rational  decision making in humans, animals, and computers.”

    In the 1990s, this author used game theory to assess international business negotiations, Cross-cultural negotiations between Japanese and American businessmen: A systems analysis (exploratory study).  One of the influences for that study was the early 1980s book, Getting to Yes – Negotiating Agreement Without Giving In.  In their book, Roger Fisher and William Ury set out Four Principles of Effective Negotiation, summarized as follows.

    • Separate the People from the Problem
    • Focus on Interests not Positions
    • Invent Options for Mutual Gain
    • Insist on Using Objective Criteria upon which to Base Agreement

    A common theme among these points it the de-escalation of personal animosity that might exist/develop.  By focusing on the common or mutual goal(s), the win-win outcome is possible.

    All Can Win

    Winning is ingrained in our human psychic. Survival of the fittest has served our evolutionary development process well.  However, collaboration is not mutually exclusive with winning.  Humans have banded together for the common good since the beginning.  It is possible for both or multiple parties to a ‘deal’ to feel that their best interests are served.  Isn’t this the basis of a successful marriage?

    The quote “Winning isn’t everything, it’s the only thing” by the legendary NFL coach, Vince Lombardi is not as singular as it first appears.  It has additional dimensions, “Resonates with a competitive spirit and the desire to be the best, it is crucial to recognize that life is not solely about winning.  This interpretation aligns with a broader perspective on success, one that focuses on personal growth, resilience, and the lessons gained along the way.”

    Classic games and military jargon are useful tools for today’ so-called business road warriors.  They stand the test of time because we all can relate to conflict.  Even after hostilities cease, countries and societies must be rebuilt in a useful way.  After World War II, both Germany and Japan were rebuilt and became the positive global influences they are today.

    We addressed this recovery process in a LinkedIn post, Trump’s Marshall Plan in February 2025.  Out of the depths of despair a new and better world emerged.  This writer believes we can still help the defeated and even crushed Bridge to a Long-Term Win in the Lombardi spirit.

    How are you helping assure your organization and its ecosystem participants are Winning?

    Pre order our new book, Now Available

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    Preorder May 23, 2025

    We are also pleased to advise our loyal readers that CRC Press has accepted our proposal for this forthcoming book, Nonlinear Big Data and AI-Enabled Problem-Solving: Transforming From A Spreadsheet Society.  Publication 2026.  Stay tuned for more details.

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in June 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Tariffs Tariffs, Tariffs

    Tariffs Tariffs, Tariffs

    According to the economist, Paul Craig Roberts, “Tariffs protect ill-considered government policies, such as costly regulations and high taxes on labor and capital that make our goods uncompetitive in international markets.”

    Young and emerging countries may want tariffs to protect nascent industries and other local protections to help assure employment and rise of a strong commercial base.  Advanced (OECD) countries seek to protect existing sectors for a number of reasons including employment and political/military power.

    Once in place both exporting and importing countries develop a sense of normalcy and change becomes difficult for all parties involved.  They become part of the business culture of the exporter and importer.  As with other cultural change, engrained habits are stubborn.

    Policy Disruption

    The Trump Administration is arguing that an unlevel trading system has existed, at least since the end of World War II in 1945.  Their tariff policy seeks to update the partner relationship with countries and their companies that are no longer rebuilding form that devastating conflict.  The protections afforded nascent rebuilt from that era are no longer necessary or relevant.

    As might be expected, many prefer the status quo and vehemently argue the unfairness of it all and other rationales for not changing practices and policies that are 80 years old.  This is no difference than those that have been made redundant due to a reorganization make the case for their value add, usually in vain.

    Comparative Advantage

    Over two decades ago this author postulated, “Economists usually think of comparative advantage as a function of the raw material or strategic position a country holds.  In the knowledge age, comparative advantage goes to those who hold the knowledge necessary to achieve strategic posture.”  Moreover, “Thought leadership and subsequent comparative/competitive advantage usually goes to those that see things differently, earlier, or both.  Seeing is one thing, believing another, and implementation still another.  Leaders do not just postulate, they make things happen.  This is the tough part.  Many people have good ideas, but most do not implement and even fewer follow through to the end.”

    In May 2025, President Trump signed over $2 Trillion in business deals with Saudi Arabia, Qatar and the United Arab Emirate.  These were not traditional oil and gas investments that this part of the world is known for, but commitments in defense, aerospace, AI and other advanced technologies.

    In addition to aircraft and other defense products and solutions, these countries focused on the development of emerging capabilities such as AI.  A classic example of the position taken almost a quarter of a century ago.

    Are Humans Being Replaced?

    This has been the question raised by every dramatic technological introduction.  The general consensus, in this writer’s opinion is, we adapt and adopt to the new when it is beneficial and reject it when it does not add value to our personal life–the ‘What’s in it for ME question.

    This is the contemporary question all of us are reacting to with the advent of Artificial Intelligence.  Accordingly, “The rise of artificial intelligence has reinforced the belief that transformations across various domains can be primarily achieved through digital technology.  However, the creative potential for change of people’s  cognitive, emotional and imaginative powers often loses importance and gives way to  creative technology.   Many therefore see humans as having arrived in the age of post and transhumanism.  But is the human being as such really a kind of obsolete model?  According to such a view, it seems to have become ‘normal’ for people to leave their own fate, as well as the fate of humanity and the environment, to technical transformation possibilities.  This implies accepting that technology increasingly becomes an instrument of control rather than a tool to be used and directed, as individuals become subject to a technology and capitalist artificial intelligence industry that surpasses their own capabilities, leading them to be controlled by it.”

    One can assume that these concerns will cause many to fight for existing international trade rules to remain in place.  This is true, not only for tariffs, readers may remember that in 2024, “The ILA’s ( International Longshoremen’s Association) initial proposal was for a 77% salary increase over the six-year duration of their contract with USMX, as well as a complete ban on the automation of gates, cranes and container-moving trucks at its ports.”

    Short-Term Pain, Long-Term Gain

    Cultural Disruption can be sharp and quick, like a knife cutting into the skin.  It will take some time and perhaps a long time for transformation to take hold, and wounds to heal.

    However, this parade is marching by.  We can all chose to join in, become a bandleader, or hope it will just go away.  Change can be painful, but without it we cease to grow and will eventually whither and our value to organizations will no longer exist.

    Get with the program!  Tariffs were never meant to be generational, but only a short-term economic band aid.

    How are you and your loved ones preparing for ongoing technological convulsions?

     

    Pre order our new book, May 23, 2025

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    Preorder May 23, 2025

    We are also pleased to advise our loyal readers that CRC Press has accepted our proposal for this forthcoming book, Nonlinear Big Data and AI-Enabled Problem-Solving: Transforming From A Spreadsheet Society.  Publication 2026.  Stay tuned for more details.

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in June 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Dot Bomb 2.0 — ai Style

    Dot Bomb 2.0 — ai Style

    Are we doing this again with Artificial Intelligence?

    On March 10, 2000, a five-year dotcom bubble bursts on the Nasdaq Index. Even blue-chip tech companies lost more than 80% of their market value and it would be 15 years before Nasdaq would see that peak again.  “The dotcom bubble, also known as the Internet bubble, grew out of a combination of the presence of speculative or fad-based investing, the abundance of venture capital funding for startups, and the failure of dotcoms to turn a profit. Investors poured money into Internet startups during the 1990s hoping they would one day become profitable. Many investors and venture capitalists abandoned a cautious approach for fear of not being able to cash in on the growing use of the Internet.”

    At the height of the dotcom hype, organizations were changing their name (not just the domain) to include this suffix, i.e. Acme.com.  This attempt to differentiate almost became silly and the butt of jokes.

    Increasingly, this pundit is seeing a similar thought process when it comes to artificial intelligence. The new marketing moniker/domain is now Acme.ai.  We predict .ai identification will end in flames as did .com.  This is not to say artificial intelligence will go away but that it will become mainstream, just as the Internet did not fade into marketing oblivion. Online business is now just the way we do business and access to it is available to all at a marginal cost that approaches zero.

    Branding

    Much of this section is adapted from our report prepared for a United Nations Agency.

    The concept of the Brand is well established in marketing literature and practice.  The Brand is a messaging vehicle that seeks to position all consumers and stakeholders “on the same page.”  As discussed herein, it is a powerful construct and may be of useful to the nuclear power sector as it seeks to embody an AI Culture into all stakeholders.

    The theory of the Brand Wheel is addressed herein.  To address the Key Themes and concerns raised during the conference, it appears that “AI Culture” may need to become a “Brand.”  Strong Brands generate a powerful emotional response!

    For example, a positive brand such as BMW’s “the ultimate driving machine” (at least in the USA) transcend other issues such as the high cost of maintenance of these automobiles.  Negative branding often can never be overcome as the Coca Cola Company learned when they launched “New Coke” in 1985.  This company almost ruined a long-standing strong brand!

    Construct

    We put forth a Brand mental model for debate within the industry.  In this section, the construct or set of organizing ideas for consideration are developed.

    In accordance with the theory, the AI Culture Brand Wheel (High Level Framework) is composed of two major categories:

    Facts & Symbols or those components of the Brand that address the “hard” and often more measurable aspects. 

    • What the Product, Service, or Solution does for ME
    • How I would Describe the Product, Service, or Solution

    Brand Personality addresses the more emotional side of the Brand

    • How the Brand make ME look
    • How the Brand makes ME feel

    Populating the Wheel

    The Groups (developed in a workshop) in the following diagram are believed to be representative of major issues the sector faces.  It follows that any marketing message to stakeholders should address their concerns.

    These four quadrants were populated with over twenty Groups from the Affinity Diagram process.  This is a high-level approach to populate the wheel with the almost 200 AI Culture issues (variables) identified from participants.

    The following table shows the Groups by Brand Wheel Quadrant and the Rationale behind the categorization.  The focus is on the individual person and how he or she relates to the AI Culture Brand.  By extension, how individual stakeholders feel is how their organization or group feels about the Brand.

    The Brand Wheel is an easy-to-use model that helps organization position themselves in crowded market segments.

    Graphically, these Groups are shown in the following figure.  Seven Groups fall in the top two quadrants as more tangible variables (Fact) by nature and four in the Personality quadrants.  One can surmise that a Brand such as Systemic AI Culture would require substantial “technical” support to be credible.

    The intangible Groups can be considered the Brand emotional delivery mechanisms.  Collectively, the Systemic AI Culture Brand can be considered a key aspect the industry Go-to-Market strategy—selling Systemic AI Culture.

    Similar to the way an Affinity Diagram adds high value to the team doing the work, developing the Brand Wheel adds significant value to the process itself.  Figures and charts are visual representations of concepts that are highly appealing.  The Brand Wheel is one method supported by the Affinity Diagram to capture a large set and sometimes conflicting issues into a model individuals can grasp and internalize.

    Finalizing the Brand

    A brand Tag Line would be helpful to etch the construct into the minds of all stakeholders.  For example, High Reliability Management used the concept of Mindfulness—the practice of maintaining a nonjudgmental state of heightened or complete awareness of one’s thoughts, emotions, or experiences on a moment-to-moment basis, also such a state of awareness (situational awareness).

    Concluding Thoughts

    To be clear, branding is not the end game in marketing but one of many prongs used to achieve strategic advantage and greater shareholder value.  It is a convenient framework that captures the essence of who the organization is.  This approach is immensely more successful than simply attaching .ai to the organization name, hoping for differentiation.  Any competitor can do exactly the same thing.

    Earn your value the old fashion way, with viable products that solve problems, customers, profits and return to shareholders. Forget about the hype!

    Is your organization taking Rudyard Kipling’s advice to his son, “If you can keep your head when all about you are losing theirs and blaming it on you, if you can trust yourself when all men doubt you,
    but make allowance for their doubting too!”

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    Available June 2025

    We are also pleased to advise our loyal readers that CRC Press has accepted our proposal for this forthcoming book, Nonlinear Big Data and AI-Enabled Problem-Solving: Transforming From A Spreadsheet Society.  Stay tuned for more details.

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in June 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Send in the Suits

    Send in the Suits

    “The best teachers are those who show you where to look, but don’t tell you what to see.”

    Alexandra K. Trenfor

    As a sales manager, executive and now independent advisor, I am often asked to go on sales calls. Sounds like what every sales executive should to, support the representative, interact with the client and help close the deal, right?

    Not so fast, often this is a crutch.  For a number of reasons, mostly lack of preparation, the sales representative is looking to outsource the sales call.  What often happens next, the perception the part of the client of a weak performance by the vendor. This tact will backfire more often than not.

    It continues to amaze me how unprepared sales calls are.  In the heat of making as many calls as possible, real opportunities are routinely squandered.  The feeling among many reps is that an executive adds gravitas and is almost a dressed up potted plant in the room.

    Meet and Greet is only appropriate at an event, such as a hospitality suite at a conference. A sales call needs an agenda and end game goals. “I wanted to introduce so-and-so is not an agenda and will accomplish exactly nothing.

    Proper Use of an Executive

    We asked Chatbot Pro two questions, How to Plan a Sales Call and How to Use a Senior Executive on a Sales Call.  Its response follows:

    How to Plan a Sales Call

    Planning a successful sales call involves several key steps to ensure that you are prepared and can effectively engage with the potential client. Here’s a guide to help you through the process:

    1. Research Your ProspectUnderstand the prospect’s business, industry, and any specific challenges they might be facing. Use LinkedIn, their company website, and news articles.

    2. Define Your ObjectiveBe clear on what you want to achieve. This could be setting up a follow-up meeting, closing a sale, or gathering information.

    3. Prepare Your Value PropositionArticulate how your product or service can solve a problem or improve the prospect’s situation. Tailor this based on your research on their needs.

    4. Develop QuestionsCraft open-ended questions that will help you understand their needs better and match your solution to their requirements.

    5. Plan Your PitchCreate an outline of what you want to say during the call, focusing on key benefits and features that resonate with the prospect.

    6. Practice Active ListeningBe prepared to listen more than you speak. Make mental notes of key points the prospect mentions so that you can address them.

    7. Set the AgendaAt the beginning of the call, outline what you hope to discuss and ask if there’s anything specific the prospect would like to cover.

    8. Prepare for ObjectionsAnticipate potential objections the prospect may have and prepare responses to address these concerns.

    9. Follow-Up PlanBe ready to discuss next steps and how you’ll follow up after the call, no matter the outcome.

    10. Practice and RefineRole-play the call with a colleague or rehearse your talking points to build confidence and identify any weak areas.

    11. Schedule a Time – Plan the call during a time that is convenient for the prospect, ensuring you have adequate time without interruptions.

    By following these steps, you’ll be in a strong position to have a productive sales call that builds rapport, addresses the prospect’s needs, and ultimately drives sales.

    How to Use a Senior Executive on a Sales Call

    Using a senior executive in a sales call can significantly enhance your pitch, especially when dealing with high-stakes clients or complex sales. Here are steps on how to effectively include a senior executive in your sales call:

    1. Identify the Right Executive – Choose a senior executive whose expertise aligns with the prospect’s needs or the solution being offered. This could be a CEO, CTO, or another relevant leader.

    2. Prepare Them with Context – Provide the executive with background information on the prospect, including their business, challenges, and previous interactions. Share key objectives for the call.

    3. Define RolesBefore the call, clarify who will lead the conversation and how each participant will contribute. The senior executive can handle higher-level discussions, while the sales rep can manage details and logistics.

    4. Focus on ValueDuring the call, the executive should emphasize the strategic value and vision of the solution rather than delving into minute details. This highlights the significance of the partnership.

    5. Build Credibility and TrustHaving a senior executive on the call can instill confidence in the prospect. They can address company capabilities, commitment, and long-term vision, which can reassure the client.

    6. Encourage Engagement – The executive should ask questions and encourage dialogue. This not only fosters a relationship but also helps uncover deeper insights into the prospect’s needs.

    7. Handle ObjectionsUse the senior executive’s authority to address any key objections the prospect may have. Their experience and level can help navigate concerns more effectively.

    8. Follow-Up ActionsAt the end of the call, the executive should help define the next steps or commitments. This shows commitment from the top level of the organization.

    9. Thank and AcknowledgeThank the prospect for their time and reiterate the value that your organization can bring, leveraging the senior executive’s closing remarks for strong impact.

    10. Debrief After the CallReview the call with the executive afterward to assess what went well, what could be improved, and any follow-up actions needed.

    Including a senior executive in sales calls can provide a significant edge by leveraging their authority and experience, ultimately leading to more successful outcomes.

    The use of senior executives, and I would include senior support individuals such technology gurus or Chief Digital Officers, etc. takes a fair amount of prep work.  Moreover, clients may invite counterparts and/or others to the meeting.  A big deal!

    It is only fair to all concerned that the call be well thought out.  This is not to say stick with a rigid script.  The dialogue may well lead into other areas and deals struck may be substantially different than the original position(s).

    “We’re from corporate and we are here to help.”  How do you maximize this valuable asset?

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    Available June 2025

    We are also pleased to advise our loyal readers that CRC Press has accepted our proposal for this forthcoming book, Nonlinear Big Data and AI-Enabled Problem-Solving: Transforming From A Spreadsheet Society.  Stay tuned for more details.

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in June 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Leadership Selling

    Leadership Selling

    “The price of greatness is responsibility.” – Winston Churchill

    I recently watched a documentary about Three Mile Island.  I did not fact check it or try to assess bias but if much of what went wrong were correctly portrayed, leadership was missing in action.  The father of the US Nuclear Navy, Admiral Hyman G. Rickover and his demand for excellence was referred to on several occasions.  He was rightfully positioned as THE sector leader during that era when nuclear power generation was an emerging technology.

    In the context of leadership, the following is attributed to him, “Responsibility is a unique concept… You may share it with others, but your portion is not diminished. You may delegate it, but it is still with you… If responsibility is rightfully yours, no evasion, or ignorance or passing the blame can shift the burden to someone else. Unless you can point your finger at the man who is responsible when something goes wrong, then you have never had anyone really responsible.”  This is a very telling statement that is applicable to the many human foibles that have resulted in cataphoric failures, even warfare and almost all high visibility major industrial incidents.

     A clear explanation of the difference between Management and Leadership.

    What Does All This Have to Do with Selling?

    Typically, organizations refer to the process of revenue generation as Sales.  However, a more accurate description this process is Selling.  The action verb, selling can result in a sale or series of sales.  Yet, for each competitive engagement most of these costly attempts at revenue generation will result in no sales–zero revenue.   Fail at enough opportunities and the firm’s Cost of Sales can skyrocket.

    Moreover, increasingly B2B solutions are a combination of products (seller product line and possibly third parties) as well as services (can include Cloud subscriptions).  By definition, Complex Sales is getting more complex and interrelated with other new/existing systems.

    Failure is Not an Option!

    SUBSAFE was born in 1963, just two months after mechanical failures resulted in the loss of USS Thresher (SSN-593).  The program was started with a simple goal in mind: ‘. . . provide the maximum reasonable assurance that the ship will not have flooding but if flooding does occur, assures that the ship will get safely to the surface.’”  The program is deemed as a major life saving success, partially by enabling real responsibility to all including contractors.

    Safety and Environmental Management Systems (SEMS) are a similar construct.  Most organizations in Critical Infrastructure sectors incorporate SEMS into their Operations Management Systems (OMS).  For our purposes here, we will repurpose and slightly change the nine tenants of the US Bureau of Safety and Environmental Enforcement’s BSEE, SEMS.

    We posit that the following Tenants comprising our Selling Management System (SMS):

    1. Commitment to Values and Actions. Leaders demonstrate a commitment to societal and organizational values in their decisions and behaviors.
    2. Issue Identification and Risk Management. Issues potentially impacting the deal and its successful delivery are promptly identified, fully evaluated, and promptly addressed or corrected commensurate with their significance.
    3. Personal Accountability. All individuals take personal responsibility for process and personal behavior, as well as the stewardship of those entrusted to them.
    4. Work Processes. The process of planning and controlling work activities so that the selling action items are in accordance with organizational mission and policies as well as boding well for success.
    5. Continuous Improvement. Opportunities to learn and codify selling and delivery knowledge, ensuing future success and organizational learning.
    6. Environment for Raising Concerns. A work environment is maintained where personnel feel free to raise issues and concerns without fear of retaliation, intimidation, harassment, or discrimination.
    7. Effective External and Internal Communication. Communications maintain a focus of the selling efforts and processes.
    8. Respectful Work Environment. Trust and respect permeate the organization with a focus on teamwork and collaboration.
    9. Inquiring Attitude. Individuals avoid complacency and continuously consider and review existing conditions and activities in order to identify discrepancies that might result in error or inappropriate action.

    It is not surprising that action items focused on revenue generation should align with business imperatives towards effective and efficient operations.  This is especially true when operations personnel are assigned to the pursuit team as they will play a major role assuring successful delivery, i.e. most capital (CAPEX) goods and services.

    Tenant 6, Environment for Raising Concerns is perhaps one of the most important when enabling junior leadership.  For example, if a material issue is identified by a new college graduate in her or his field and unnoticed by more senior individuals schooled in early technologies, failure to be “heard” may have deal failure ramifications, i.e., engineering or software errors.

    Leadership is not part of a title, except by self-serving politicians who routine call themselves leaders.  Leaders are not born either, they are individuals (all ages and genders) who when needed, rise to occasions great and small.  The Rickover Mind Model enables leaders to emerge and that includes leadership during selling processes.

    Complex Deal Pursuit Team

    A deal Pursuit Team is a formal group assigned to drive revenue opportunities for a single deal/long-term strategic relationship or even partnership.  It can be an ad hoc assemblage or more effectively the assembly of experts with this type of experience.  Ideally, for a significant opportunity this team has a sole focus during its lifecycle, but that is not always the case or even practical in some firms or deals.

    Team composition can include, Sales Representative(s), Sales Management, Sales Support Team (as required) Executive Sponsor (if appropriate), Subject Matter Expert(s), Project Management, Third Parties (subcontractors and/or technology/professorial services providers), and others as needed.  Not all participants will be required full time.

    Typically, there are three phases to this process:

    • Relationship and Opportunity Development–The relationship building processes between seller and buyer as well as identification of value that can be added from seller products/services/solutions.
    • Formal Proposal Submission–Development and draft (with revisions) of a documented Scope of Work/Products, Deliverables and Pricing.
    • Proposal Assessment and Acceptance–Buyer review, changes and agreement to move forward–The Deal!

    Leadership is required throughout this process, and it may come from very unlikely sources.  Often top-level technologists and engineers are not the most outgoing folks.  However, their thoughts can be game changing.  It is important that those on the quiet side be actively ‘Included,’ and their ideas sought out and given serious discussion.

    Role of AI Agents

    AI sales agents are autonomous applications that analyze and learn from your sales and customer data to perform tasks with little or no human input. These agents can perform a wealth of functions, from top-of-funnel tasks like nurturing leads with email outreach, answering questions, booking meetings with sellers, and quote creation to tasks more deeply integrated inside sales teams, like active buyer roleplays and coaching. What makes them different from simple workflow automation is that agents are capable of learning, using data analysis to work more efficiently, taking action on their own.”

    The Pursuit Team is responsible for winning the deal and AI is another tool, not unlike product demonstrations and marketing efforts.  AI inputs should be calibrated and interpreted just like other data sources and analyses.

    Final Thoughts

    Remember that people buy from people and individuals on both the selling and buying teams have personal agendas, such as getting promoted.  Sellers who identify many/most of these concerns stand a better change of closing the deal.

    Closing deals generates jobs.  Both by the vendor and its ecosystem as well as the client who will use the product/service/solution to increase the stakeholder value ecosystem.  Stakeholders are broadly defined including local communities and customer’s customers.

    It is safe to say that the complex selling process is dramatically changing.  Time to get on board!

    Nothing happens until somebody sells something!  How is your company assuring the selling process is routinely successful?

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    Available April 2025

    We are also pleased to advise our loyal readers that CRC Press has accepted our proposal for this forthcoming book, Nonlinear Big Data and AI-Enabled Problem-Solving: Transforming From A Spreadsheet Society.  Stay tuned for more details.

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in April 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Reputation, Reputation, Reputation

    Reputation, Reputation, Reputation

    “It takes 20 years to build a reputation and five minutes to ruin it.  If you think about that, you’ll do things differently.”

    – Warren Buffett

    It is fascinating how many accident videos get posted to social media.  Guess we all go to NASCAR races to see car wrecks.  In some cases, videos are personal disasters for those involved.  In some cases, they are downright funny and in the category of what were they thinking.

    Equipment and facilities damage, lost production/project time, personal injury litigation are just some obvious costs.  One hidden cost is reputational damage.  Would you hire a firm that hires, does not train, and/or tolerates some of this behavior?  Probably not, and in some case a strong safety record is part of the procurement decision process.

    Risk Mitigation

    Most of the social media video show failures in occupational safety.  Typically, in the United States these would fall under the Occupational Safety and Health Administration (OSHA) and/or state and local safety regulations.  This is laudable, but without a broader safety governance framework, a lackadaisical attitude can continue.

    Under a Strong Bond Governance Framework, a robust Operations Management System (OMS) enables both public and private firms to realize the Safety Culture they seek that will keep them off the social media most watched list.

    Strong Bond Governance

    An organizational governance model with the following attributes first put forth by the author in our seminal 2014 book, following the Deepwater Horizon incident.

    • Direct, defined relationships that enables open and valid information between governance members.
    • Led by authorities who are closely connected and strongly bonded.
    • Strong Governance, Risk, and Compliance (GRC) system.
    • Back office and field processes combined into a single information model (OT-IT).
    • Designed for application and use in Mission-Critical Environments. [i]

    [i] Holland, Winford “Dutch” E. and Shemwell, Scott M. (2014). Implementing a Culture of Safety: A Roadmap to Performance-Based Compliance. New York: Xlibris.

    Operational Excellence

    Operational Excellence is the execution of the business strategy more consistently and reliably than the competition, with lower operational risk, lower operating costs, and increased revenues relative to its competitor.  It is needed more than ever in today’s technology driven rapidly changing business models, which require organizations to undergo end-to-end business transformation. Operational Excellence can also be viewed as execution excellence. 

    However, the focus of Operational Excellence goes beyond the traditional continuous improvement methods to a long-term change in organizational culture.  Companies in pursuit of Operational Excellence do two things significantly differently than other companies: they manage their business and operational processes systematically and invest in developing the right culture. 

    Operational Excellence manifests itself through integrated performance across revenue, cost, and risk. It focuses on meeting customer expectation through the continuous improvement of the operational processes and the culture of the organization.  The goal is to develop one single, integrated enterprise level management system with ideal flow.  The second component, a culture of Operational Discipline, is commonly described as doing the right thing, the right way, every time.  This culture is built upon guiding principles of integrity, questioning attitude, always problem-solving, daily continuous improvement mind-set, level of knowledge, teamwork, and process driven.

    Organizations attain and sustain Operational Excellence using tools such as Operations Management System OMS).

    A Typical OMS Framework includes all the major areas involved in organizational processes such as shown in this graphic.

    OMS is a collection of processes and procedures enabling a company to effectively manage business practices and achieve the highest level of Operational Excellence in daily operations.

    One of the more notable examples is the Safety and Environmental Management System (SEMS).  SEMS embodies the Safety Culture into the organization’s OMS.  This systemic model is incorporated into a Strong Bond Governance Framework causing safety to become ‘the way we do business.’  In other words, the culture of the organization and by extension its Ecosystem.

    Systemic Safety Culture

    In a culture of safety, people are not merely encouraged to work toward change; they take action when it is needed.  Inaction in the face of safety problems is taboo, and eventually the pressure comes from all directions — from peers as well as leaders. There is no room in a culture of safety for those who uselessly point fingers or say, “Safety is not my responsibility, so I’ll file a report and wash my hands of it.” 

    — Institute for Healthcare Improvement

    Systemic Safety Culture is the Core Set of Values and Behavioral Economics of ALL participants of the extended organization and its Enterprise Risk Management strategy that reflect a Strong Bond Governance commitment to behaving as a High Reliability Enterprise Ecosystem in a safe and environmentally responsible manner.

    Most Safety Cultures have a set of tenets similar to the nine shown in the following list.  These are based on those developed by the Bureau of Safety and Environmental Enforcement’s (BSEE) for marine offshore oil and gas operations and are typical of those used in other Critical Infrastructure sectors.

    Nine Tenets of a Culture of Safety

    1. Leadership
    2. Problem Identification and Resolution
    3. Personal Accountability
    4. Work Processes
    5. Continuous Learning
    6. An Environment for Raising Concerns
    7. Effective Communications
    8. Trust and Respect
    9. Inquiring Attitude

    Finally, it is common practice for parties to refer to a singular industry ‘Safety Culture.’  In reality since each organization has its own culture, there are literally hundreds if not thousands of Safety Cultures in any critical infrastructure sector.  As shown in the above figure, each individual can interact routinely with a myriad of other cultures, both internal to their organization as well as with external economic players.

    After the Deepwater Horizon disaster in 2010, the authors quickly recognized that all economic players in the industry regardless of size would need to immediately adopt a Safety Culture if they were to survive.

    The resulting 2014 book, Implementing a Culture of Safety: A Roadmap for Performance Based Compliance remains one the few that readers can use as a roadmap to incorporate a Safety Culture into their Operational Excellence business model regardless of industry.

    Smart OpEx

    Fifteen years ago, large organizational Operations Management Systems were struggling to incorporate structural safety as more than the so-called, ‘slips, trips and falls’ of OSHA regulations to one where safety is endemic to the culture.  Smaller firms, often participants in the supplier ecosystem were largely forgiven.  The logic being that the major contractors and operators would assure that the final work product met Safety Culture requirements.  This is no longer the case.  Firms of all sizes in every business sector with an operations component now require an OMS to manage not just internal operations but third-party contractors as well.

    The Smart OpEx Operations Management System software solution is joint venture between The Rapid Response Institute LLC and Knowledge Ops, Inc.

    As Mr. Buffet mentions, reputations can be lost in an instant.  According to a 2007 Harvard Business Review article, “In an economy where 70% to 80% of market value comes from hard-to-assess intangible assets such as brand equity, intellectual capital, and goodwill, organizations are especially vulnerable to anything that damages their reputations.”  While almost 20 years old, the premise of the HBR piece remains the case as Boeing, Bud Light, and others can attest.

    Put systems with checks and balances in place that enable the organizational governance and protect the company from entering the Halls of the Disreputable.

    An individual’s and organization’s reputation are everything.  How are you assuring both are protected?

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if your job depends on Big Data and Artificial Intelligence (AI)?

    Available April 2025

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in April 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Value from Elon Musk’s ‘Idiot Index’?

    Value from Elon Musk’s ‘Idiot Index’?

    “If the ratio is high, you’re an idiot.” – Elon Musk

    “Musk developed the ‘idiot index,’ which calculated how much more costly a finished product was than the cost of its basic materials.  If a product had a high idiot index, its cost could be reduced significantly by devising more efficient manufacturing techniques.”

    Effectively, what he is saying that if the Cost of Goods Sold (COGS) is too high, a product may either become too expensive or not sell well, if at all.  This is the basic Supply-Demand curve from Economics 101.  He is also indicating that Gross Profit will be negatively impacted as well.

    It’s the Cost Structure Stupid

    Paraphrasing the candidacy of Bill Clinton in 1992, an organization needs to develop a cost structure that not only lowers Total Cost as low as possible but sustains this approach while assuring the produced product/service is fit-for-purpose.

    According to the Corporate Finance Institute, “Cost structure refers to the various types of expenses a business incurs and is typically composed of fixed and variable costs.  Costs may also be divided into direct and indirect costs.  Fixed costs are costs that remain unchanged regardless of the amount of output a company produces, while variable costs change with production volume.

    Direct costs are costs that can be attributed to a specific product or service, and they do not need to be allocated to the specific cost object.  Indirect costs are costs that cannot be easily associated with a specific product or activity because they are involved in multiple activities.

    Operating a business must incur some kind of costs, whether it is a retail business or a service provider.  Cost structures differ between retailers and service providers, thus the expense accounts appearing on a financial statement depend on the cost objects, such as a product, service, project, customer or business activity.  Even within a company, cost structure may vary between product lines, divisions or business units, due to the distinct types of activities they perform.”

    We see that cost management is much more than simply lowering the procurement costs of parts or subcomponents going into the manufacturing product.  It is all about the design of the firm and its culture!

    Parasite Control

    One of the challenges all organizations face is ‘Cost Creep.’  Management needs to but guardrails in place to assure a low-cost structure business model remains that way.  Service firms are just as susceptible as manufactures. 

    According to one source circa 2000, professional services cost creep aka parasite control can be defined as, “Too many people whose services are not really required trying to use it as their meal ticket.”  Originally used in the context of the space exploration sector; however, in this writer’s opinion this issue is not restricted to that one industrial segment.

    At one point in my career, I was the executive responsible for a number of large successful simultaneous consulting engagements.  Other projects were either not doing as well or winding down.  Two things started happening.

    First, I discovered that those not on one of my projects were trying to bill their time to one or more projects.  Either as a direct ‘accounting code’ attempt or more frequently as a ‘contributor.’  One individual even tried to charge for his local mileage under the premise that while he lived in Houston, he was tied to a practice in Atlanta.  Thus, in his opinion he was remote.

    Point being, any project can be subject to parasite control.  “Cost Creep” is an ongoing managerial problem that must be shut down when found, the real costs clawed back and allocated correctly.

    Robust Cost Management

    Aggressively addressing costs at all levels is neither idiotic nor stupid.  It has always been a business fact of life and as of this writing, the federal government bureaucracy is discovering it is the ‘new normal.’

    Moreover, this never-ending pursuit of cost perfection will have a new player shortly.  Artificial Intelligence (AI) is rapidly gaining traction in our everyday operations.  The audit process is part of cost management, and we already have examples of the use of AI in the audit process.  Expect more to come and sooner rather than later.

    We have an Operations Management System implementation underway where AI will play a pivotal role in Phase II later this year.  We will report back once it has ‘gone live.’

    What are your organization’s plans to vigorously manage costs?

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if you job depends on Big Data and Artificial Intelligence (AI)?

    Available April 2025

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in April 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Process Audit-Musk Style: A Systems Analysis Solution

    Process Audit-Musk Style: A Systems Analysis Solution

    Auditing is defined as the on-site verification activity, such as inspection or examination, of a process or quality system, to ensure compliance to requirements.”  Elon Musk has just changed the Auditing Game!

    Most readers are aware that Elon Musk is leading a small task force of developers to assess the processes and spend of various federal government agencies, i.e., USAID.  This pundit has been of the belief that this group is using Artificial Intelligence (AI) to address this, as he did when assessing the proposed budget in December 2024.

    Observers were astonished with the speed and accuracy of this AI driven assessment.  Gone are the days of thousands of pages of unreadable bills where congressional leaders demand instantaneous passage in the ‘wee hours’ of night.  No more, “We have to pass the bill so that you can find out what is in it.”

    Too Big to Fail, No More!

    The long-standing mantra for major, critical sectors such as Money Center Banks is that they are too big and too important to be allowed to fail.  By this logic, US federal government agencies are at the top of that very short list.

    Assuming the following post on 𝕏 is factual, Musk and company have the developed the basis of a new company.  One that will restructure the way auditing is conducted for large complex organizations.

    The EKO article is a quick and compelling read, and we will not repost here.  Key take aways, this pundit took include that crawling through decades of data:

    • Three subsystems were mapped quickly as were payment flows across agencies.  Patterns were revealed that even career individuals did not know existed
    •  $17 billion in redundant programs were detected and are growing
    • “The beautiful thing about payment systems,” noted a transition official watching their screens, “is that they don’t lie. You can spin policy all day long, but money leaves a trail.”
    • “That trail led to staggering discoveries. Programs marked as independent revealed coordinated funding streams. Grants labeled as humanitarian aid showed curious detours through complex networks. Black budgets once shrouded in secrecy began to unravel under algorithmic scrutiny.”
    • “By 6 AM, Treasury’s career officials began arriving for work. They found systems they thought impenetrable already mapped. Networks they believed hidden already exposed. Power structures built over decades revealed in hours.”
    • “Their traditional defenses—slow-walking decisions, leaking damaging stories, stonewalling requests—proved useless against an opponent moving faster than their systems could react.  By the time they drafted their first memo objecting to this breach, three more systems had already been mapped.”

    The list goes on, but readers get the point and can do their own detailed review.  Also, one expects that much more will be made public in the near future.

    Graphic is taken from the linked 𝕏 article.

    2025-02-10_13h13_41

    Value Proposition to ‘We the People’

    Bureaucrats are hired hands.  The citizens of the United States of America are the client.  Some argue that government is different than a profit or non-profit organization.  But is it?  Isn’t government responsible for delivering goods and services in accordance with its customers wishes?  If not, what is the role of Washington, DC and every state capital?

    This pundit has focused on Operational Excellence (OE). We have developed economic models that document (with support) measurable as well as soft value that can be attained and sustained from OE initiatives.  We believe this approach is applicable to governmental agencies as well.

    Nature of Auditing

    According to the American Society for Quality (ASQ), Auditing has three components:

    • Process Audit–Verification that processes are working within established limits
    • Product Audit–Assess whether or not products and services conform to accepted standards and requirements
    • System Audit–Assessment of management systems, i.e., Operations Management Systems (OMS)

    The principal objective of the systems analysis phase is the specification of what the system needs to do to meet the requirements of end users.  Isn’t what Musk has done the holistic integration of data acquisition and initial assessment of the three components of an Audit?

    There are no longer three components (four if one included financial reporting) but ONE.  Not just Game Changing but the Creative Destruction of the esteemed auditing profession.

    Future Role of Professional Services

    This writer’s career spans the gulf of large software development teams to the configuration using tools by as few as one individual.  This is a pattern many processes deal with, for example fast food, discrete manufacturing, energy exploration, medical and others.

    Jobs are retooled and affected individuals find careers elsewhere and by the way, you’re never too old.  Millions of individuals in the private sector have met this challenge and some more than once.

    Apparently, Musk only had four (4) IT types working on this DOGE project.  Certainly, others had to assess his findings and make decision, but the data acquisition was inexpensive and fast.

    This suggests massive and wrenching changes to the professional services status quo.  Smaller, focused with fewer billable hours compensated teams.  The upside, this may lead to a Value Pricing Model.

    Musk Auditing LLC?

    Has Elon launched another company with the high visibility first customer?  This pundit thinks so.  And what a demo!

     “The US Auditing Services Market size is estimated at USD 51.88 billion in 2025, and is expected to reach USD 60.94 billion by 2030, at a CAGR of 3.27% during the forecast period (2025-2030).”  I rest my case.  Then there is the Rest of the World!

    One lesson for all of us; any profession can be instantly made irrelevant with emerging technologies and the will power of new entrants.  At all costs, stay ahead of the curve.

     

    How will your organization deal with this game changer?

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if you job depends on Big Data and Artificial Intelligence (AI)?

    Available April 2025

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in April 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Can Machines Think?

    Can Machines Think?

    In 1950, the mathematician Alan Turing put forth this question.  Rather than attempt to answer it using conventional logic, he proposed a new disruptive model–the Imitation Game.

    The Problem

    One can look at Alan Turing (1912-1954) as the “father of theoretical computer science and artificial intelligence.”  His contributions to modern computer science cannot be understated.  He posited whether computers could one day have the cognitive capabilities of humans.  Some argue that day has arrived.  Yet, how do we know?

    The Turing Game

    The Imitation Game is played by three people (humans).

    (A) a Man,

    (B) a Woman, and

    (C) an Interrogator (of either gender)

    • The Interrogator, segregated into a separate room, is to determine which of the two players is the man and which is the woman.
    • The interrogator askes the two players (known only as “X and Y” or “Y and X”) a series of questions, the answers to which are written or passed through an intermediary so as not to expose the player’s gender.
    • The role of Player (B) is to assist (C) determine the gender of (A), while (A) is to deceive (C).

    However,

    • “What will happen when a machine takes the part of A in this game?  Will the interrogator decide wrongly as often when the game is played like this as he does when the game is played between a man and a woman?  These questions replace our original, Can Machines Think?

    In his paper, Turing goes to elaborate in detail but for our purposes, the bottom line.

    Will the error rate from a human only decision process be the same as when a machine (digital decision maker) become one of the players?

    Early AI and the Turing Test

    In 1955, McCarthy and Shannon, along with Marvin Minsky and Nathaniel Rochester, defined the AI problem as, “that of making a machine behave in ways that would be called intelligent if a human were so behaving.  In 2013, when asked about Turing’s test in a taped interview, Minsky said, ‘The Turing test is a joke, sort of, about saying a machine would be intelligent if it does things that an observer would say must be being done by a human.’”   This materially connects the early definition of the AI problem to Turing’s test.

    Our intent here is not to split academic hairs but to put forth this concept that predates most readers and is typically not a subject of serious discussion.  The point being that the problem was documented 75 years ago or earlier and this pioneering thinking is the basis of our contemporary definition and implementation of Artificial Intelligence.

    Before Turing

    In one sense, we all stand on the shoulders of giants who preceded us.  “When you think about the origins of computer science, the name Ada Lovelace might not come to mind immediately—but it should.  Born in 1815, Ada Lovelace was an English mathematician and writer whose visionary work laid the foundation for modern computing.  Collaborating with Charles Babbage (considered to be the father of computing), the inventor of the Analytical Engine, Lovelace wrote what is widely recognized as the first algorithm designed for a machine.”

    Ada was the first to explicitly articulate this notion and in this she appears to have seen further than Babbage.  She has been referred to as ‘prophet of the computer age‘.  Certainly, she was the first to express the potential for computers outside mathematics.”  In the computer Familia, we might also want to think of her as the grandmother of computing.

    Other women who played a major role in the evolution of Artificial Intelligence (after Turing) include Navy Rear Admiral Grace Hopper, the inventor of the first compiler for a programming language as well as other innovations.  Many others made significant contributions.  No doubt women will continue to play a vital role with this game changing technology.

    The Solution(s)

    Twelve years have passed since Minsky’s statement that the Turing test is a joke.  Today’s artificial intelligence capability has changed that landscape.

    The argument becomes, not can ‘we’ meet the Turing test, but how far and fast will it be eclipsed.  This suggests exciting times with associated challenges and risks.

    Contemporary Thinking about the Test

    “As AI systems are increasingly deployed in high-stakes scenarios, we may need to move beyond aggregate metrics and static benchmarks of input–output pairs, such as the Beyond the Imitation Game Benchmark (BIG-bench). We should be prepared to evaluate an AI’s cognitive abilities in a way that resembles the realistic settings in which it will be used.  This can be done with modern Turing-Like Tests.”  As shown in the following figure.

    Looking ahead, Turing-like AI testing that would introduce machine adversaries and statistical protocols to address emerging challenges such as data contamination and poisoning.  These more rigorous evaluation methods will ensure AI systems are tested in ways that reflect real-world complexities, aligning with Turing’s vision of sustainable and ethically guided machine intelligence.”

    Computer Game Bot Turing Test

    “The computer game bot Turing test is a variant of the Turing test, where a human judge viewing and interacting with a virtual world must distinguish between other humans and video game bots, both interacting with the same virtual world. This variant was first proposed in 2008 by Associate Professor Philip Hingston of Edith Cowan University, and implemented through a tournament called the 2K BotPrize.”

    This pundit believes that the Turning test dam has been broken, and greater things lie ahead.

    Today’s Father of AI – Geoffrey Hinton, The Nobel Prize in Physics 2024

    “When we talk about artificial intelligence, we often mean machine learning using artificial neural networks. This technology was originally inspired by the structure of the brain.  In an artificial neural network, the brain’s neurons are represented by nodes that have different values.  In 1983–1985, Geoffrey Hinton used tools from statistical physics to create the Boltzmann machine, which can learn to recognize characteristic elements in a set of data.  The invention became significant, for example, for classifying and creating images.”

    Together with John J. Hopfield, they used physics to find patterns in information.  Dr. Hinton has expressed some concerns regarding his (AI) child as he states in the following interview from October 9, 2023.

    Theoretical Basis of Tests

    In this pundit’s opinion, the Turing test used Game Theory as a fundamental underpinning.  A later theory, Relationships, Behaviors and Conditions enables newer derivatives of the original Turing Test as well as supports different approaches to the problem.  These theories are briefly described.

    Finally, it is not necessary to read this section, as these details are provided for completeness and to support the position taken.  We understand that this level of detail is not for every reader.

    Over the past few years, there has been an impassioned argument regarding ‘The Science.”  We addressed this issue in 2020, and the following paragraph is taken from that Blog, They Blinded Me with Science.

    “According to Scientific American, Scientific claims are falsifiable—that is, they are claims where you could set out what observable outcomes would be impossible if the claim were true—while pseudo-scientific claims fit with any imaginable set of observable outcomes.  What this means is that you could do a test that shows a scientific claim to be false, but no conceivable test could show a pseudo-scientific claim to be false.

    Sciences are testable, pseudo-sciences are not.”

    There is academic peer reviewed agreement that both Game Theory and RBC hypotheses are testable.

    Game Theory

    Concurrent with Turing’s Imitation Game development, game theory was being formalized as an approach towards economic behavior modeling among economic ‘rational’ actors.

    Game theory emerged as a distinct subdiscipline of applied mathematics, economics, and social science with the publication in 1944 of Theory of Games and Economic Behavior, a work of more than six hundred pages written in Princeton by two Continental European emigrés, John von Neumann, a Hungarian mathematician and physicist who was a pioneer in fields from quantum mechanics to computers, and Oskar Morgenstern, a former director of the Austrian Institute for Economic Research.  They built upon analyses of two-person, zero-sum games published in the 1920s.”  This treatise was developed from the works of other pioneers of the 1920s and 1930s.

    An interesting side note, “The software industry is a little over half a century old (in 2005), but its roots date back to the textile loom programming of the seventeenth century that powered the Charles Babbage Difference Engine. In 1946, ENIAC (Electronic Numerical Integrator and Computer), the first large-scale general-purpose electronic computer built at the University of Pennsylvania, ushered in the modern computing era.

    That same year (1946), John von Neumann coauthored a paper, Preliminary Discussion of the Logical Design of an Electronic Computing Instrument.  The von Neumann general purpose architecture defines the process of executing a continuous cycle of extracting an instruction from memory, processing it, and storing the results has been used by programmers ever since.“(1

    Perhaps, this is part of the collision of the two major breakthroughs: Game Theory and the modern Computer Architecture.

    In 1996, this author’s doctoral dissertation, Cross Cultural Negotiations between Japanese and American Businessmen: A Systems Analysis, (Exploratory Study) was “An exploratory test of this framework in the context of two-person zero-sum simulated negotiation between Japanese businessmen and American salesmen, both living and working in the United States.  The integration of structural (game theory) and process theories (RBC) into a dynamic systems model seeks to better understand the nature of complex international negotiations.  Advanced statistical techniques, such as structural equation modeling are useful tools providing insight into these negotiation dynamics.”

    This work is the basis for the Cloud based Serious Games used to train Cross Cultural Teams.

    Relationships, Behaviors and Conditions (RBC) Framework

    This model has been part of numerous this pundit’s writings since 1996.  A brief overview from a 2011 article follows.

    “The Relationships, Behaviors, and Conditions (RBC) model was originally developed to address issues around cross cultural (international) negotiation processes.   Relationships are the focal point of this perspective, reflecting commonality of interest, balance of power and trust as well as intensity of expressed conflict.

    Behavior in this model is defined as a broad term including multidimensions – intentional as well as unintentional.  Finally, Conditions are defined as active and including circumstances, capabilities and skills of the parties, culture, and the environment.  Of course, time is a variable in this model as well.

    One key feature of the R B C Framework is its emphasis on interactive relationships while providing an environment for multiple levels of behavioral analysis. This makes it a useful tool to better understand the new regulatory processes currently unfolding.  As we will see later, the number of constituents now engaged belays the use of simplistic linear decision models.”(2)

    Operational Excellence

    The following excerpt from our 2017 Blog, Excellent Behaviors: Assessing Relationships in the Operational Excellence Ecosystem addresses the role of the RBC Framework in organizational excellence.

    “One of the hot business buzzwords of 2017 is “Operational Excellence.” It has been the subject for many pundits, including this one.

    In October and November we published a two-part series, Assuring Operational Excellence from Contractors and Their Subcontractors through BTOES Insights.  Each part included a link to additional information.

    The October edition featured an excerpt of our Implementing a Culture of Safety book. In the November edition we released our new Best Practice solution, Attaining & Sustaining Operational Excellence: A Best Practice Implementation Model. We are proud to make it available herein and in general.

    One of the basic tenets of the RBC Framework is the general construct that Relationships cannot be determined a priori.  The well-used example is a man and a woman sitting on a bench at a bus stop.  Are they married, siblings, coworkers, friends or simply two people waiting to catch the same/different bus?

    Their relationship cannot be known directly. However, their Behaviors will provide insight into how they relate to each other.  Romantic behavior may indicate marriage, dating, an affair etc.  They may still be coworkers but most likely are not strangers.

    The third dimension, Conditions (environment) can be considered the stage upon which behaviors play.  So, what does this have to do with Operational Excellence?

    Another component of our digital environment is Human Systems Integration (HSI). In our forthcoming book, we have defined HSI as, “Human Systems Integration (HSI) considers the following seven domains: Manpower, Personnel, Training, Human Factors Engineering, Personnel Survivability, Habitability, and Environment, Safety and Occupational Health (ESOH).  In simple terms, HSI focuses on human beings and their interaction with hardware, software, and the environment.”

    We have crossed the Turing Rubicon.  How will your organization capitalize on these Opportunities?

    Hardcopy References

    1. Shemwell, Scott M. (2005). Disruptive Technologies—Out of the Box. Essays on Business and Information Technology Alignment Issues of the Early 21st Century. New York: Xlibris. p. 127.
    2. _______ (2011, January). The Blast Heard Around the World. Petroleum Africa Magazine. pp. 32-35.

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if you job depends on Big Data and Artificial Intelligence (AI)?

    Available April 2025

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the 2023 book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be released by CRC Press in April 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Who Owns the Intellectual Property Generated by AI?

    Who Owns the Intellectual Property Generated by AI?

    Disclaimer:  The author is not an attorney, and this document is not meant to be a legal opinion in any sense.  Interested readers should contact their legal counsel for any Intellectual Property (IP) determination.  This blog simply raises a question that is generally not addressed regarding ownership rights of the content and products developed using artificial intelligence emerging technologies.  One suspects that going forward, this issue will become more forefront.

    Moreover, this is a fast-moving environment with new local laws and promulgated regulations continuously updated.  Readers are cautioned that some of the materials herein may be quickly dated.  Appropriate legal counsel and other experts should be consulted.

    Like most new software technologies, there is a period of the Wild West where anything seems to go.  Artificial Intelligence (AI) has been no different, but now these horses are beginning to be reined in.

    It is generally accepted that the ownership of content developed using third party software belongs to the generator of said content.  Data, the results of analytics and their interpretation, computer generated audio video materials, etc. are generally covered by this convention and codified by law.  The spreadsheet vendor does not own the financial analysis that leads to major value add to the firm.  Conversely, if the financial model is flawed, the software developer is generally not liable.

    However, Artificial Intelligence is a different technology model.  It dictates that organizational AI policies recognize the disruptive change caused.  For example, the publisher of my new book, Navigating the Data Minefields: Management’s Guide to Better Decision-Making has issued its author, AI Policy.

    An AI engine searches for data and information from a wide variety of sources.  It then amalgamates and analyzes and/or develops what some consider a new product or solution–document, image, or new approach/model, e.g. medical technique.  However, did the AI secure permission from the data owner(s) or even cite its source(s)?  The most likely answer is no.  A follow-on statement might be, “why do we need that?”

    Copyright

    According to the U.S. Copyright Office, Copyright is a type of intellectual property that protects original works of authorship as soon as an author fixes the work in a tangible form of expression.  In copyright law, there are a lot of different types of works, including paintings, photographs, illustrations, musical compositions, sound recordings, computer programs, books, poems, blog posts, movies, architectural works, plays, and so much more!”  The Copyright Office goes on to state, “Works are original when they are independently created by a human author and have a minimal degree of creativity.”
     
    In the UK, “Two conflicting views emerged.  The tech sector believes the copyright to AI-generated content should belong to users, whereas the creative sector wants this content to be excluded from ownership completely.”
     
    From a 2022 Reuters article about a lawsuit over, Gen AI generated content.
    “Accordingly, unless a generative AI is used in such a manner that its output would be recognizably linked to some person or entity who is likely to actively police the use of their works and whose works are likely to be registered, the risk of the generative AI’s users being sued for infringement seems low.
     
    In practice, the legal issues surrounding generative AI mean that its outputs should be handled in a manner similar to materials covered by open source or creative commons licenses — i.e., with policies and procedures which ensure use only in appropriate manners and cases.  This includes determining if a project where generative AI would be used is something whose results would need to be protected and, if so, determining whether tools are available for that protection other than copyright.
     
    It also includes avoiding high risk uses, such as using generative AI to attempt to replicate the work of a particular artist whose materials were used as training data. However, with intentionality and forethought, the risks associated with generative AI can be managed, and this new technology can bring tremendous benefits to those who deploy it intelligently.
     
    Later, we will address two other types of Intellectual Property, Patents and Trademarks.  Both have a lengthy pedigree as well that must be considered in our new AI era.
     

    Data Privacy

    Data privacy and security are major issues organizations must deal with, and the regulatory burden is onerous.  Most readers have heard of HIPPA; the need to keep individual medical records confidential.  HIPPA is symptomatic of the need to treat ALL data in secure and private.

    From the GDPR, “The General Data Protection Regulation (GDPR) is the toughest privacy and security law in the world.  Though it was drafted and passed by the European Union (EU), it imposes obligations onto organizations anywhere, so long as they target or collect data related to people in the EU.  The regulation was put into effect on May 25, 2018.   The GDPR will levy harsh fines against those who violate its privacy and security standards, with penalties reaching into the tens of millions of euros.”

    The EU regulations are viewed as the ‘gold standard’ and others worldwide are in the process of emulating them.  Increased date management regulations are a given, as is their impact on AI learning.

    IP Guardrails

    Individuals and organizations jealously guard their intellectual properties, as they should.  Just think of the significant value Disney has built over 100 years from a cartoon mouse.

    Some may see AI as an assault on the organization’s core and take legal action they believe appropriate.  Others will try to capitalize on loopholes.  This is not different behavior from the IP current practice.

    AI advocates will find themselves in the midst of what could be a significant number of legal challenges as the technology and its regulation matures.  The current long-standing legal battles over social media platforms is but one example of this process.

    IP Ownership of AI Generated Content: The Movie

    Summary of the Video

    Briefly, in the video dated January 7, 2024, the attorney makes the following key points:

    • Copyright extends only to humans and AI content generated by products such as ChatGPT do not meet the ‘human’ authorship test.  However, if a human is actively engaged in the development of (and change) said content, things get less clear.
    •  Regarding AI generated inventions, Patent law becomes more relevant.  The speaker argues that ‘at least today’ patent laws mirror copyright because human creativity is key.
    • As far as AI generated Trademarks are concerned, these products such as logos, tag lines, etc. do not enjoy original authorship protection, but their ‘first use’ has precedence.  For more information he references the U.S. Patent and Trademark Office (USPTO).
    • Finally, he states that this area of the law is unfolding, and change is likely.

    These points were transcribed by this pundit.  As such, they are only his perception and must be viewed skeptically when addressing a specific ‘real’ question regarding this subject matter.  The attorney’s fifth bullet is probably the most important one.

    Final Thoughts

    Intellectual Property ownership is an area that technologists and software developers are generally not involved with.  Additionally, many have historically treated the content found online as if it is in the public domain.  We now know that authorship should be attributed.

    For most of the things individuals and organizations do with online content this is not an issue.  Blogs, political opinion and technology critique among others come to mind.

    However, AI has the potential to change fortunes (wealth, reputation and other) of individuals and organizations.  Finally, the regulatory environment is evolving, and dramatic changes are most likely forthcoming.

    Individual creators, management and others have a responsibility to assure AI developed content meets, and not just the regulations (in each jurisdiction the firm operates in).  Moreover, governance enforcement models must add AI technologies and assure that others are not infringing on the firm’s IP with potential risks of capital and reputational loss.

    One Last Thing

    With the need to protect data as well as assure all key intellectual property is protected, will this negatively impact on the output of AI models?  What will be the basis of gen AI training if it cannot gain access to the universe of data they require?  And yes, I know we often sign away certain rights when we engage with some organizations, but we can ‘opt out’ of allowing access to our data.

    Another Blog for a later time but in the meantime, just a question.

    How is your organization addressing these and other Intellectual Property issues emerging from Gen AI and other content developers?

    Pre order our new book

    Navigating the Data Minefields:

    Management’s Guide to Better Decision-Making

    We are living in an era of data and software exponential growth.  A substantive flood hitting us every day.  Geek heaven!  But what if information technology is not your cup of tea and you may even have your kids help with your smart devices?  This may not be a problem at home; however, what if you job depends on Big Data and Artificial Intelligence (AI)?

    Available April 2025

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is the coauthor of the recently published book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    We are also pleased to announce our forthcoming book to be published by CRC Press in 2025, Navigating the Data Minefields: Management’s Guide to Better Decision-Making.  This is a book for the non-IT executive who is faced with making major technology decisions as firms acquire advanced technologies such as Artificial Intelligence (AI).

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross-Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg and his book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • And the Question IS?

    And the Question IS?

    Why, How, When or Does It Matter?

    It seems at times we have more questions than answers.  And, sometimes the questions seem unanswerable.  Yet we continue to seek a response.  I guess it is the human nature that makes us so inquisitive.  Certainly the advent of the Internet has changed the very nature of research–which all are doing daily!

    The Challenge of Questioning

    The United States is full on the political ‘Silly Season‘ as the election moves into full speed.  We hear of ‘poll bias’s and other manner of statistical manipulation.  So what and who are we to believe?

    We have raised the issue of survey and data issues a number of times in this blog thread.  Examples include:

    In this edition, we will explore how to “Frame a Question.”  This is an important consideration.  According to one firm, “Designing framing questions starts by defining your conversation’s purpose.  Good framing questions should be carefully designed to invite different perspectives.  They should also be open-ended to encourage diverse and creative thinking.  They can’t be so broad that they are impractical.”  Seems simple, but like a lot of so-called simple things it can take a good deal of time preparing.  For example, we previously discussed the challenges of writing an “Elevator Pitch.”  Same laws of communication apply.

    Framing a Powerful Question

    According to one source, “Powerful questions are provocative queries that put a halt to evasion and confusion.  By asking
    the powerful question, the coach invites the client to clarity, action, and discovery at a whole new level.”  This approach requires the respondent to think through the answer.  This is much different than most political/corporate rejoinders.

    The power of a GOOD question cannot be underestimated.  It requires the dialogue to go to another higher level.  We should ask more of them.

    How Powerful are Your Questions?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is a coauthor of the just published book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg ands his latest book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • AI or AU?

    AI or AU?

    Artificial Intelligence (AI) is all the rage but are these laudables premature?  Is it in really Artificial Unintelligence (AU) or just latest manifestation of the 30+ year old Expert System and a passing fad?

    Recently, none the less than Google (parent Alphabet) suffered a $100 billion market setback when their AI strategy suffered a lack luster performance.  This pundit has believed for a while that AI is ‘not ready for prime time,’ despite the continual harping about this world changing too.

    IT hype is not new.  The modern era for Information Technology most likely started with Alan Turing’s ‘Machine,’ circa 1936.  Ever since, society has endowed these inanimate objects with special ‘human like’ powers.  In our 2023 book, Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability, we asked the question regarding Machine Learning.  “What do you do if your machine is learning the wrong things?”

    In our forthcoming (2025) book, Navigating the Data Minefields: Management’s Guide to Better Decision-Making, we address this issue and its management in great detail.  In the meantime, management is well advised to treat all new technologies with a skeptical mind regards of what internal and external proponents with their agendas argue.

    We have known for decades that IT projects need to undergo the same scrutiny as any capital expense.  So why do these projects still get a pass?

    Over the years, we have chronicled major corporate failure such as Bud Light.  A nine (9) percent equity hit on one day because of AI hype puts that organization in that league.  Use common sense in technology assessments!

    What guardrails does your organization have in place to prevent major technology faux pas?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials herein.  They are provided for education and entertainment only.

    See our Economic Value Proposition Matrix® (EVPM) for additional information and a free version to build your own EVPM.

    The author’s credentials in this field are available on his LinkedIn page.  Moreover, Dr. Shemwell is a coauthor of the just published book, “Smart Manufacturing: Integrating Transformational Technologies for Competitiveness and Sustainability.”  His focus is on Operational Technologies.

    “People fail to get along because they fear each other; they fear each other because they don’t know each other; they don’t know each other because they have not communicated with each other.” (Martin Luther King speech at Cornell College, 1962).  For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game.  You can contact this author as well.

    For more details regarding climate change models, check out Bjorn Lomborg ands his latest book, False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet.

    Regarding the economics of Climate Change, check out our blog, Crippling Green.

    For those start-up firms addressing energy (including renewables) challenges, the author can put you in touch with Global Energy Mentors which provide no-cost mentoring services from energy experts.  If interested, check it out and give me a shout.

  • Roadmap to Decision Making In the ‘Smart’ Era

    Roadmap to Decision Making In the ‘Smart’ Era

    “Nothing is more difficult, and therefore more precious, than to be able to decide.”

    Napoleon Bonaparte

    Volumes have been written on decision-making and this pundit has offered his share of insight and comment on the subject as well.  Some of our comments regard the appropriateness of the human intercession in electronic decision making.  Others raise questions regarding algorithm fallibility.  Moreover, Human Factors must be considered for any technology initiative which are becoming increasingly important.

    If one unpacks the previous paragraph a substantial level of complexity emerges.  As complexity increases so does risk and the need from proper governance.  However, many still see this potential transformation through the lens of just another IT initiative.

    Roadmap

    The oil and gas industry faced a similar dilemma at the dawn of the 21st Century.  At the time, referred to as DOFF or Digital Oilfield of the Future, a plethora of technologies became available.  The task was to transform 100 plus years of traditional operation to what is now referred to as the Digital Oilfield, aka Integrated Operations and a number or synonyms.  While this processes continues to evolve as new solutions emerge, i.e., Cloud, at the time much was trial and error.

    In conjunction with industry leadership, we released our Roadmap to Enterprise Optimization: A Guide to the Impact of Information Driven Field Operations on the Petroleum Corporation in the fall of 2004.  We believe it was the first industry (POSC) supported effort that was not simply research but a ‘bona fide’ action plan or roadmap to success based on industry/other knowledge, standards, economic value and best practices.

    Click for full size Integrated Operations Framework or graphic

    Since then, we have updated this roadmap into an Operational Excellence Platform.  Note that Integrated Operations is a key component.  The platform is a robust detailed solution that is available not just to the energy sector but all sectors identified by Homeland Security as Critical Infrastructure.  These sectors were recently identified as susceptible to hacking by the US government.

    Getting Smart

    Enormous corporate (shareholder) wealth has been destroyed implementing ‘game changing’ technology enabled transformation efforts.  Are we about to do that again, getting smart?  The easy answer is yes, but it does not have to be.

    Roadmap constructs are well understood and provide guidance.  In some models the step by step process provide practitioners with well defined models that can lead to success–defined as on time and under budget performance against Key Performance Indicators (KPIs).

    We are in the process of writing a book, to be released in 2022.  One chapter will define a roadmap for the transformation to ‘Smart’ for a major industrial segment.  As with earlier works, it will focus on the human element aligned with a technology assessment process.

    Get Smart was a comedic TV show spoofing the Cold War ‘spy’ environment of the 1960s.  Getting Smart today may not be a lot different.  The goal under a ‘Cone of Silence‘ was to attain and sustain competitive advantaged achieving superior stakeholder returns.

    Getting smart in 2021 will require a ‘Roadmap to Smart.’  A set of ‘to do’ processes that assures success.

    What is your Organization’s Plan to put Smart Decisioning Making Processes in Place?

     

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Its the Heart

    Its the Heart

    “A good, quick, small team can beat a big, slow team any time.”

    Paul William “Bear” Bryant, legendary college football coach

    In the early 1990s my former wife and I, both avid sailors decorated our boat for the local Christmas Boat Lane Parade.  While we had some help, most of the work was performed by the two of us.  That 27 foot sailboat, one of the smallest in the fleet that year won the overall Best In Fleet Grand Prize.  During the presentation, we were asked how many worked decorating the boat which had over 10,000 Christmas tree lights mounted on several three dimensional frames.  At the awards ceremony, when we told them that it was a very small team–this explanation was met with disbelief.

    During World War II, the mathematician, Alan Turing led a small tightly knit team breaking the German Enigma code, saving upwards to several million people.  A dramatization of his team’s challenges were captured in the 2014 movie, The Imitation Game.

    These two very different examples have one thing in common–Coach Bryant’s admonition.  Entrepreneurs such as Steve Jobs, Sir Richard Branson, Elon Musk and others have long argued that one should hire the best people and turn them loose.  Looks like sound advise.  This may be the reason start up firms consistently beat established larger organizations with greater resources.

    Inclusion

    Teams often appear to be cliques.  Much like the kids game where teams are divided up based on favoritism as ‘buddies’ are selected.  Any non-buddy can be effectively excluded since he or she may not be part of the in-crowd.

    In the movie, Turning was initially shunned by both team members as well as his superior.  He did not fit in.  In a large team he may have drifted into the background where his perspectives might not even be heard.  However, as a key ‘different’ member of a small team, his views could not be easily dismissed although they were disagreed with and even hated.  Yet they became part of the discussion and eventually the entire team supported him and ‘now their’ solution saved millions.

    During this period, the Tuskegee Airmen faced even greater challenges.  While some individuals and units may have been forced to accept them, their highly visible contributions could not be denied by those directly benefiting from their inclusion into the air bombardment task force.  Likely, this would not be as conspicuous if they were part of a larger organization.

    Bottom Line

    Not only are small high performance teams usually more successful, they offer all team members a better opportunity to be included in the activity.  This is even more true virtually when it is often difficult to prevent one party from attempting to dominate meetings.  Talking over people and/or raising one’s voice is a tried and true way to bully in a meeting and it is almost impossible to control virtually with a large group.

    Similar to atomic energy, it is not the amalgamation of large quantities of dynamite that makes the biggest bang.  It is the release of the smallest that is the Big Bang!  Harness the power of your team atom.

    What is Your Organization’s Small Team Strategy?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Complicity or Write a Book?

    Complicity or Write a Book?

    I Need a Book Deal!

     

    With the change of the US federal administration, previous key individuals are now coming out and writing books regarding their former boss.  This all the while with plenty of video evidence where these individuals pontificated a position and even changed their position dramatically while in the employ and in seemingly in support of that administration’s policy.

    Now some of the very architects of the US response to the Coronavirus are claiming their innocence all the while blaming others for thousands of deaths.  The nerve.  If true, she is equally responsible and perhaps more since she is a medical doctor.  First do no harm.

    We all have a boss and most need a job; however, when does an individual’s moral compass come to play?  Senior officials who will be gainfully employed doing something else fail to come forward or even resign.  THEN they claim victimhood!  The LOVE of power is so intoxicating.

    Remember, ordinary Germans were widely condemned after World War II for much less personal involvement.

    Credibility?

    Many institutions lack any credulity today.  This is not news and is a widely held view.  Any wonder when so called responsible parties now claim they could have reduced deaths but failed to do so?

    Organizational maleficence often leads to criminal charges and many executives have gone to jail.  If many of the books written after every administration are true, should at least some authors be at least censured for the complicity they themselves are documenting?

    ESG

    We have addressed the issue of governance a number of times.  Most notably in 2011, as part of our Changing the Dialogue monographs, Asset/Equipment Integrity Governance: Operations–Enterprise Alignment (A Case for Board Oversight) addressed the role of operations including environmental and social issues as critical components of the role of organizations.

    As part of the Safety and Environmental Management System tenets, the right for individuals to express themselves without redress is sacrosanct.  Surely, this includes senior officials?  If they can’t or rather seek to write ‘tell all’ books later, governance models are at risk.

    The days of Yes Men (and Women) and Empty Suits are over.  Perhaps, organizations need to clean house.

    How Do You Know Y0ur Advisors are Being Honest with You?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Open Sesame

    Open Sesame

    A Year of Leadership–Or Not!

    On March 2, 2021 the Governor of Texas announced its 100% reopening–effectively proclaiming an end of the Covid-19 crisis.  Needless to say in our hyper-partisan world, many widely decried the decision and even accused him or bringing physical death to the state population.

    Mississippi announced a similar rollback of virus driven constraints.  Likewise, Connecticut is rapidly easing similar restrictions.  These state join others with loose Covid-19 protocolsThis pundit expects this trend to gain speed quickly and worldwide.

    Meanwhile, the President of the United States accuses these decisions as being made by Neanderthals, while the Director of NIAID position has move from NO mask to wearing MUTIPLE masks.  The political divide regarding the path forward remains wide.

    Consent of the Governed

    “You can fool all the people some of the time, and some of the people all the time, but you cannot fool all the people all the time,” is attributed to Abraham Lincoln.  This oft quote is usually seen through a political lens.  More importantly, it is a position from a Leader!

    Driven by suspect data we were told that this virus had an Armageddon like quality.  At one point over 2 million Americans were projected to die and the hospital systems would be overwhelmed, perhaps irrevocably.  Hospital ships were mobilized and economies brought to their knees all to save lives.  Perhaps, even our own.

    To be clear, many did succumb and many lives were destroyed or at least changed forever.  We mourn those and recognize the serious of this pathogen.

     

    A few of my family and friends have been infected but fortunately with only minor symptoms and limited hospitalization.  In this we are very fortunate.

    Crises can happen at any time, hurricane, winter storms, hostilities are part of the human conditions.  How we respond it the difference between chaos and inconvenience.  Leadership determines the outcome!

    If you have lost someone to Covid-19, cancer, accident, fire (I lost two family members) or other tragedies, statistical arguments are meaningless as the probability is 100%.  However, for the overall population likelihood of recovering from the coronavirus has always been quite high.

    Many questions have been raised regarding the myriad of conflicting “authoritative” information and misinformation the public has endured for 12 months.  With no conclusive or definitive game plan put forth by authorities, we were left to fend for ourselves.

    A resident of the Houston metropolitan area, this writer has noted that traffic is almost back to normal.  This suggests that the governed no longer have faith in political or medical leadership demanding yet another year under their ‘knowledgeable’ thumb.

    Once that credibility is lost, game over for leaders pontificating that to be safe we must hunker down forever.  Not sure even the Londoners did that during the Blitz.

    The Future is Bright

    Rulers attempt to dictate through a never ending series of edicts.  Knowledgeable governed conduct reasonable due diligence and make there own risk adjusted behavioral decisions.

    Likely, recent events are driven by the political class learning that enough is enough.  After all, we are adults and capable of living our own lives.

    Agree that the pathogen is still with us and we must address it.  Vaccines have a long history of success and processes are in place for safe openings.

    Society is opening with or without the politicians.  Remember the Speakeasies during Prohibition of the 1920s?

    Expect more to run to a microphone and claim leadership.  Ultimately, this process is irrelevant.  Getting out ahead of a parade and claiming to be the Grand Marshal does not make it so.

    Regardless, 2020 is over and there is NO interest in repeating it in 2021.  Message from the governed–we will take our chances going forward!  Our  R B C Framework model at work.

    Covid-19 is not over but seems to be getting to remission thanks to the army of men an women who have risen to the challenge in less than a year and saved countless lives.

    How are you leading your organization to recapture Normal?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Teaming Safely

    Teaming Safely

    “For safety is not a gadget but a state of mind”

     

    Second only to the basic need for food, water and what is required to sustain physical life, safety and security are the next step in Maslow’s Hierarchy of Needs.  In other words one cannot love or feel belonging or achieve a level of esteem without having the warmth of safety much less attain self-actualization.

    More recently, team safety has come to be defined as Inclusive.

    There are three components of team safety:

    • Sociological — “developing and maintaining friendly social bonds is a fundamental organizing principle of human behavior”
    • Psychological — “defined as a shared belief that the team is safe for interpersonal risk taking”
    • Physiological — “relating to the way in which a living organism or bodily part functions”

    If members do not feel ‘safe’ then the team is not capable of high performance.  Moreover, the synergistic value that can be derived from team diversity can not be captured.

    Attaining Safety

    While the need to be safe is coded in our DNA so to speak, we are not inherently safe.  Individuals as well as teams must be proactive to reach situational safety.

    We are Mindful when we are in touch with ourselves and the environment through nurturing feelings.  Interesting, being mindful is a major requirement of High Reliability Organization/Team.  High reliability is a necessary ingredient for an organization’s Safety Culture and by extension its Teams (including third party ecosystem members).

    Safety is a learned behavior.  Therefore, effective training and ongoing reinforcement are necessary. Moreover, realistic scenarios are mandatory making the learning process relevant.

    Take the following maturity assessment and implement your team training program!

    What is your Team’s Culture of Safety Maturity?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

     

  • Is Your Remote Team Aligned?

    Is Your Remote Team Aligned?

    Recently, my team and I were tasked with a delicate decision making process.  Due to its nature and signatory level, team members were only authorized to explore and present options.  The final decision was mine alone.  Our project governance model clearly defined this decision making process.

    One day I received a call from remote members explaining they were going to a vendor site to assess our options–I concurred.  Several hours later they let me know that they had made a decision and signed a contract.  When challenged about their actions they informed me that the vendor had demanded that they ‘act fast.’

    Twice in my career I was the C level executive responsible for global operations.  In one case, one of my direct reports was in a different office along with my boss, the CEO.  I received multiple calls from the CEO over a period that ‘so and so’ had stopped by to talk and decisions were made about my operations.  “Well you were not here was the excuse and it seemed like a good idea to me.”  Would it surprise anyone that ‘so and so’ was relieved shortly thereafter?

    In another, the software development operation was in a different part of town.  Development plans were agreed to and then in some cases materially changed with without authority or even informing management.  Needless to say, projects were late or not completed.  After a few weeks of this, the development lead was terminated.

    Remote Management Governance

    Based on the above paragraphs, some may argue that I am not a very good manager.  Perhaps, they are right; however, the point is remote management can be very difficult.  Empowered individuals and teams must have boundaries.

    Yes, hire smart people and get out of the way.  However, there are limits as even Steve Jobs, the micromanager would agree.

    Evidence suggests that working remotely has its challenges and not everyone is well suited for it.  Some individuals will need additional support.

    There is a great deal of information available about remote management.  Some is sound, but this Though Leader on the subject disagrees with much the advice.  It seems for many, this is their ‘first rodeo’ while remote management goes back to antiquity.  While not the first, the Roman Empire functioned well from a bureaucratic or management perspective.

    Inclusive Teams

    Currently, much of the discussion focuses on the Inclusion of team members.  We are recognizing that Diversity is not enough if not every one participates.

    Previously, we had put forth the construct that cross cultural teams have many of the same characteristics of diverse groups.  We can extend this model and success that Inclusive Teams include those individual who are not as well suite for remote teams as others.

    Managing diverse remote teams and assuring that all team members are valued contributors requires a level of managerial engagement that is constant, consistent and appropriately empowering.  ALL members must be encouraged to participate and their input must be acknowledged by the others.  Only then can Steve Jobs and Elon Musk like decisions be taken and not by those who tend to dominate groups unilaterally.

    D&I in a Post-Pandemic World

    Typically, D&I has been defined as a function of ethnicity and/or gender.  Last year we put forth the construct that Cross-Cultural and D&I are similar models of human behavior and best practices from both could add value to the other.

    Diversity must now include those are not well suited for new business models; however, flawed they may be–jury is still out regarding the effectiveness and efficiency of full time remote teamsInclusion means they must be actively involved.  Leaders at all levels must assure this model is successful.

    How Do You Assure the Reluctant Remote Team Members are Included?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

     

     

  • What Is Your Opinion Based On?

    What Is Your Opinion Based On?

    “Without data, you’re just another person with an opinion.”

    ~ W. Edwards Deming

    Data and its use is a very hot topic these days.  Significant controversy exists over decision making regarding Covid-19 strategies and the quality or lack there of the data supporting government policies.  Scientific disagreements and so called ‘academic arguments‘ are appropriate, especially when facing the NEW.  However, the way some data is being used should give us all pause.

    We will learn a lot from this pandemic, one important opportunity is to understand how incomplete and competing data can/must be used in important decision processes.  By definition, every decision is made with incomplete and/or poor quality data.  Moreover, all data is not revealed by traditional data analysis–Latent variables play a major role in any assessment process.

    Opinions Are Like …

    There are a number of ways to complete the above sentence and we will leave that to the reader.  As Deming mentioned, if the data supporting a position is not valid and reliable, it enters the arena of “FAKE.”  According to Accenture, “Fake data is data that is unverified, maliciously tampered with, or just plain wrong.”

    Unfortunately, much of what is passed today, especially on social media might be classified in the fake category.  With no quality assurance, even by institutional resources, positions are advanced as gospel and are often not just wrong but driven by agendas.

    For example, months ago, hydroxychloroquine was vilified by an on air journalist, yet a world leading medical expert posited that it helped.  Presently, the pendulum has swung against this drug.  Questions of the efficacy of the data have been resurrected.

    It is beyond the scope of this piece to address data nuances. Interested parties may find the Public Health Research Guide: Primary & Secondary Data Definitions useful.  Moreover, it is not necessary to become a data expert or data scientist.  The construct, Wisdom of the Crowds suggest that the knowledge and decision of a large group can be better than experts.

    If you have expertise in data, ask this simple question “Is the data reliable and valid?”  Also, follow the wisdom of physicist Richard Feynman, “If it disagrees with experiment, its wrong.”

    With so many claiming to follow The Science, it is important that individuals have a level of understanding about the data that supports The Science.  Sadly, from this physicist’s perspective secondary, unvetted data is often the weak foundation of their positions.

    So, What Are Your Statements Based On?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Passing of the Greatest Generation

    Passing of the Greatest Generation

    Salute Ladies and Gentlemen!

    December 7, 1941 was 79 years ago.  A twenty-year-old at the time would be 99 today, almost a centenarian.  My father is 98 and not likely to see 2021.

    We live in a technological age, and despite the pandemic it is relatively easy living for many.  No one is asking our youth to go to foreign lands with the likelihood of not returning.

    If the Twentieth Century has taught us anything, it is that youth has stood up repeatedly despite the dithering of politicians.  Many of this century’s young warfighters continue this proud tradition of defending our nation and our freedoms.

    Born at the dawn of the last century, this generation saw the Great Depression and volunteered for the (hopefully) final global conflict; World War II.  Since Pearl Harbor, our world has changed dramatically and quickly.

    They saw the transformation of the United States into a global Super Power and slogged through some 45 years of the Cold War.  China moved from the backward nation occupied by Japan to its current position.

    The (possible) Chinese saying/curse, “May You Live In Interesting Times” applies to this selfless generation who laid the ground work for our modern world.  On way they invented the transistor in 1947—the foundation of our “Smart Technologies.”

    As they pass from the scene, in the words of Abraham Lincoln at Gettysburg, “It is for us the living, rather, to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced.”

    We must pick up their gauntlet.  In one sense it is a heavy lift; however, those who came before us have lightened our load.

    What Are You Doing to Make Your Parents and Grandparents Proud?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Covid-19 Positive: Telemedicine Kicked into High Gear

    Covid-19 Positive: Telemedicine Kicked into High Gear

    Crisis Drives Change

    In 2001 this writer approached the Houston medical community, post tropical storm Allison which flooded many basements in the Houston Medical Center with the loss of experimental data and other records.  We proposed the development of an Internet based solution to hold and manage medical records of all types.  The response to my organization’s offer to digitize records was met with disbelief and ultimate rebuke.

    At the time I was employed by a major corporation with the technology and financial resources to accomplish this task.  Sales Objections included privacy, doctors will not ‘buy in,’ insurance will not pay for it and a host of other lame excuses.

    Flash forward to 2020.  Why are thing so different now and the idea of ‘digitalization’ almost universally accepted?

    Twenty years is a career for many, yet it took a crisis this year to kick the medical sector into action at critical mass—Coronavirus, aka Covid-19.  As often the case large organizations are content to stay with the status quo.  Culture, processes, and even individual bonuses incent lethargy and complacency.  This common trait is not limited to one sector.

    Moreover, advances in online telemetry support the physician’s ability to treat many aliments remotely.  The industry did not just ‘jump’ to the current state, it evolved over time.  For example, remote and inaccessible areas such as Antarctica have taken advantage of telemedicine including remotely directed surgeries.

    Democratization

    We may look back on 2020 as the seminal moment when medicine was digitalized.  Despite current access issues such as we are finding with K-12 education, most will have the ability to interact online in the near future.  Moreover, a number of COTS (commercial off the shelf) health solutions such as found in a variety of Smart phone products enable remote diagnosis and monitoring on a global basis.

    The catalyst for taking telemedicine to the next level is Covid-19!  A good Positive.

    How is your organization taking advantage of remote operational technologies?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Input Response: Cycle Time Reaction

    Input Response: Cycle Time Reaction

    Melvin—a story of growth.  At beginning of my oil and gas career, I was partnered with my mentor to be and at the time my supervisor; Melvin.  A gruff old cuss, he was a long-time south Louisiana ‘Cajun’ field engineer.  Little did I know at the time the next months would be life changing for me.

    The task at hand was open hole logging of oil wells using electronics and later computer driven—early digital oilfield solutions.  There was the ‘book’ and Melvin’s version of the book.  Years later when I used Melvin’s approach in Mississippi and was initially challenged by my operators.  I able to show them the method was safe and faster.  Accolades later, Melvin’s added value to the process was monetized; again.

    What I learned in the early days in south Louisiana was not a short cut or work around.  Rather, it was from experts who understood the work processes better than the desktop engineers writing the manuals.

    Flash Forward

    As of this writing, the Boeing Max 8 seems to be back in the operational fleet.  Months of financial disaster when knowledgeable pilots already knew how overcome its software short comings.  What did they know that the ‘suits’ and desk bound engineers did not—experience in reality!

    The BUT is, too many depend on the technology when human override is required.  There are many stories of aircraft autopilots destroying the aircraft and killing all.  Why did the so-called pilot allowed that to happen?  Perhaps, they were not pilots but simply human observes of the technological aviators?

    One common human interaction with technology is the computer keyboard.  Often, we seek to type faster than the on-line system can accept our input.  Impatience, especially with online ‘lag’ prompts frustration and even anger.  Sometimes the result is a frozen system.

    Next

    Melvin taught this young field engineer how the real world worked.  Playing it forward, our interaction with technology is not a function of simply accepting what we are told, but understanding it uses and limitations.

    The human relationship with technology continues to evolve.  Not just IT but all manner of ways to make life better.  However, our relationship with it and how we RESPOND to it continues to evolve.

    For every ‘by the book,’ there is a Melvin who knows better.  Find your Melvin!

    How are you managing technology or is it managing you?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • How Dare You!!

    How Dare You!!

    Lessons in Leadership—how dare you put young people in jeopardy for loss of life or failures they will live with the rest of their life?

    As we end Veteran’s Week, we are reminded of President Herbert Hoover’s comment, “Older men declare war.  But it is the youth that must fight and die.”  Hoover was president in the late 1920s and died in 1964.  How many wars has the United States been in since 1930?

    Don’t bother to count—too many.  Probably more to come from political hawks who have never served much less been in combat nor have members of their family.  Not leadership but only positioning for personal gain.

    Disclosure: I have been in the military but not combat.  My father on the other hand was awarded the Silver Star during WW II.

    This piece is not about war or politics, it is about leadership or lack thereof.  After BP Horizon in 2010, this writer attended a conference where a VP responsible for operations from a well-known public oil & gas company admitted that he had never been on an offshore drilling rig but he and his colleagues were making arrangements to visit one soon.

    Dah!  What was he doing for 20 years—home office political parlor games?  Same is true for many Washington Generals/Admirals—check their resumes.

    You’ve Got to Be Kidding Me?  Yet it was true.

    This pundit repeatedly worked on drilling rigs during his 20s.  Begs the question, how can you ‘lead from behind’ when you do not have a clue what your people are dealing with?  How Dare You send young people in an operational grinder you know nothing about?

    Decision making, by definition is made with limited and incomplete data and information.  However, informed decisions are made by those who can put things in context.

    In today’ operationally intense environment, so called ‘ground truth’ is imperative.  Executives owe their employees, contractors and partners their very best and not just organizational politicly correct thinking.

    YOU are responsible for the lives and careers of your team and by extension their families.  There are countless suppliers of training, coaching, and all manner of consulting.  However, bottom line—Lead from the Front!

    The celebrated veterans of this week have blazed your trail.  The US infantry motto, “Follow Me” is not the vision of a desk bound manager espousing leadership consulting mantra.

    Admiral Chester Nimitz is credited with statement, “When you’re in command, command.”  Not the words of a manager but a leader.  I would take his dare.

    But you need to know what you are doing before you send young men and women into harm’s way, whether the military, oil field operation or any critical infrastructure mission or task.

    You owe it to them.  How Dare You if you don’t have the required expertise!  Bonuses don’t mean anything if members of your team are killed.

    Do Your People Respect Your Leadership?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.

  • Linear Metrics in Non-Linear Times?

    Linear Metrics in Non-Linear Times?

    “If it disagrees with experiment, its wrong”

    Our point today is to assess how behavioral decisions are being made today; not about the politics of one candidate or the other.

    The race to the US presidential election has entered its final phase.  As of this writing, establishment wisdom holds the conventional candidate as the presumptive winner.

    Pollical polling is a linear straightforward process albeit with the inherent bias of ‘all’ behavioral instruments.  Effective surveys will take a statistically significant representative sample and project those results to the larger electorate.  A time-honored approach for product marketing as well.

    However, there is another school of thought.  When a new produce/idea is disruptive or not well understood, the firm needs to be proactive rather than simply reactive such as using a survey.  Steve Jobs stated, “You can’t just ask customers what they want and then try to give that to them.  By the time you get it built, they’ll want something new.

    One interpretation, ‘They don’t know what they don’t know.’  Echo the words of Donald Rumsfeld!

    Pollsters suggests that 2016 will not be repeated and they have modified their survey instrument control processes.  Recently one noted canvasser, Frank Luntz stated, “Pollsters did not do a good job in 2016.  So, if Donald Trump surprises people, if Joe Biden had a 5 or 6-point lead, my profession is done.”

    Our Lying Eyes

    When the world was the center of the universe with all the stars and galaxies rotating around us, linear projections confirmed the observed metrics.  However, famously, Nobel laureate, Richard Feynman taught us that, “If it disagrees with experiment, its wrong.”

    Galileo and Kepler among others experimented using the observable data differently.  They discovered that the universe does not revolve around our planet.

    Their assessments altered the given world forever and caused them significant personal angst in the process.  Established ‘science’ did not welcome this change readily.

    If the incumbent rallies and is elected for a second term despite expert projections using legacy linear tools, it maybe time to rethink how social beliefs and behaviors are measured.  Given the problems with Covid-19 data management, the same maybe said for that issue as well

    Hypothesis—Disruption cannot be accurately measured with traditional tools.

    Learnings

    Beyond politics and marketing, there are lessons for all of us.  Artificial Intelligence, Search Engines, Predictive, Big Data Analytics, Machine Learning, IoT et al are now all the rage.  But what if they are using the wrong algorithms?

    There are ramifications for our daily lives.  In March 2019, the Boeing Max 8 was grounded and has yet to return to service.  Will driverless automobiles put us all at risk?

    This survey question maybe answered on November 3 or whenever the final results are tabulated.  Other questions about the use of other metrics will remain unanswered; at least for now.

    How are you certain your decision supports processes and tools are providing valid and reliable data?

    For More Information

    Please note, RRI does not endorse or advocate the links to any third-party materials.  They are provided for education and entertainment only.

    For more information on Cross Cultural Engagement, check out our Cross Cultural Serious Game

    We presented, Should Cross Cultural Serious Games Be Included in Your Diversity Program: Best Practices and Lessons Learned at the Online Conference, New Diversity Summit 2020 the week of September 14, 2020.  Check Out this timely event and contact the organizer for access to the presentations!!

    You can contact this author as well.