Fernando Trueba’s Post

Great Post by Newbury Partners, Front Office Leader, Joseph Calzone IV Are you keeping pace with the competition? The Bullhorn GRID 2024 Industry Trends Report highlighted a few key areas that I speak through with leaders daily. See comments for the full report. A few of the bigger trends: Focus on productivity and efficiency 🤖 Investing in talent experience 💼 Experimenting with AI 🤖 Ultimately, the common theme is how do we do less with more WITHOUT sacrificing experience? I would take this a step further and expand the experience to talent, clients, and your own employees. 🤖 Automation and AI are a fantastic way to remove the mundane and level up your employees' interactions day to day. You can simultaneously increase efficiency and create a better employee experience. Win-win. 💼 With a tight talent pool, talent experience is paramount. With so many options for talent, the best way to differentiate is to create an enjoyable experience. Free your recruiters up for more facetime with talent. Create a more seamless process for talent to provide required documentation. Make the process as personal and painless as possible. By implementing the proper tools, you can increase productivity, job satisfaction, and talent experience. #digitaltransformation #consulting #automation

https://lnkd.in/gJtv3ybQ AI is becoming prevalent in everyday office jobs, which can evoke a lot of fears. Adopting a balanced approach to unfamiliar technology and new ways of working can help navigate these fears. I found "Research Roundup: How technology is impacting the workplace" by Dagney Dukach to be a succinct summary of some of the recent digital tools entering workplaces. Dukach discusses their pros and cons, making it an easy and digestible read for the train ride to work.

The Intersection of People and Technology in the Modern Workplace: A Journey Towards Transformation Let me take you back to a moment that shifted my entire perspective on the role of technology in the workplace. I was leading a recruitment project where we had just introduced an AI-driven tool to streamline candidate screening. The excitement was palpable—finally, we could eliminate those time-consuming tasks and allow the team to focus on what really mattered: engaging with clients and candidates. What happened next was something I didn’t expect. As the technology took over mundane administrative work, it created space for my team to innovate, collaborate more effectively, and invest time in building stronger human relationships. The change wasn’t just about saving time—it was about how we could focus on being more human. 🏆 The Unexpected Lesson: People and Technology Thrive Together I vividly remember one meeting after the AI had been integrated into our workflow. One of our consultants, who had always been stretched thin with managing paperwork, came to me and said, “I’ve never felt this connected to my clients.” She had time to listen more deeply, to understand what they were truly looking for beyond the job description. It was then I realized something profound: technology is not here to replace us; it’s here to elevate us. This isn’t just my experience. A recent PwC study found that organizations investing in people alongside technology see a 50% higher return on investment in digital initiatives. It’s clear—the future of work isn’t about machines taking over but about how we can use them to amplify our strengths. 🎯 The Real Impact: Human Skills in a Tech-Driven World Technology’s true potential lies in how it enables us to do what we do best—empathize, connect, and create. Whether it’s AI helping recruiters focus on relationship-building or cloud platforms enabling remote teams to collaborate in real-time, we’re at a turning point. Those who harness both technology and human ingenuity will lead the future. But here’s a question I want to pose to you: How are you balancing technology with the human aspect in your organization? It’s not just about adopting the latest tools, but about creating an environment where your team can thrive alongside them. Let’s not only embrace technology but use it as a tool to empower our people to reach their full potential. #FutureOfWork #PeopleAndTechnology #DigitalTransformation #HumanCapital #Leadership #AI #Innovation #People&Tech

🔑 Technology Alone Won't Scale Your Firm 🔑 Financial services is a relational business. Clients work with advisors to gain clarity, reduce uncertainty, and ultimately feel more confident about the future. The personal connection needed to deliver what clients want is not driven by your technology stack. Instead, it’s shaped by the quality of WORK EXPERIENCE at your firm. Hear me out... While technology can drive efficiency, it won’t deliver the human experience clients seek on its own. It may seem counterintuitive, but WORK EXPERIENCE, or how it feels for your team members to come in, collaborate, and connect, and do work drives your client experience. And true SCALE is achieved when technology complements a strong work experience, supporting but never replacing the human side of your business (for both clients AND team members). Here are the key elements that drive an exceptional work experience: ➡️ Collaboration – How easily does your team work together? Open collaboration and streamlined information flow significantly improve productivity. ➡️ Clear Processes and Workflows – Efficient, well-defined workflows keep things moving. Complexity frustrates; simplicity empowers. ➡️ Work Management Systems – Tools for tracking and organizing work help teams stay on course, align goals, and keep communication clear. ➡️ Accountability and Incentives – Clear expectations and aligned incentives foster ownership, encouraging initiative. ➡️ Fair Compensation – Transparent, fair pay drives engagement and investment in the firm’s success. ➡️ Low-Politics Environment – Healthy work environments with reduced internal drama foster trust, boost morale, and keep the focus on meaningful work and collaboration. ➡️ Employee Empowerment – Autonomy and decision-making authority energize the team, fostering commitment. ➡️ Effective Management – Clear and consistent management provides stability and guidance, enhancing the work experience. ➡️ Simplicity in Operations – An operating model free of unnecessary complexity reduces friction, making work more manageable. ➡️ Optimism for the Future – When the team sees a positive, exciting future, engagement, resilience, and shared purpose grow. You want a great client experience and a firm that can scale past where you ever thought it could? Be the firm that focuses on the "WE".

The Future of Collaborative Work 2025 provides an overview of current and emerging workplace trends with a key focus on technology, including the impact of artificial intelligence and advancements in cloud-based communications technology. Get the report here: https://lnkd.in/g8atR5xS

How is your Human Services business going to survive in these conditions? Your workforce is: Under-resourced? Underpaid? Burnt out? Surrounded by high staff turnover, under-skilled and overworked colleagues where demand is growing but resources are shrinking? Margins are non-existent and shrinking. Compliance requirements are increasing. … and yet demand for your work is growing every day? If you’re not talking to Digital Human Assistants about streamlining your work flows, building digital work colleagues to help with non-clinical tasks then things won’t be improving for you any time soon. How do you even start? Ask me to explain how intelligent automation can support your workforce to reduce stress, increase productivity and engagement AND improve customer experience. https://lnkd.in/gfd6ZGbt

For professionals navigating the ever-evolving #digital landscape, it's crucial to understand the ways in which #technology influences how we work. From remote-work trends to AI-powered analytics, learn more about how cutting-edge tech is reshaping the way we work, collaborate, and innovate: https://bit.ly/3T5vM0a Authors: Evan Gutoff, Brunna Beccaro Seabra, and Janina Lieser

For professionals navigating the ever-evolving #digital landscape, it's crucial to understand the ways in which #technology influences how we work. From remote-work trends to AI-powered analytics, learn more about how cutting-edge tech is reshaping the way we work, collaborate, and innovate. Authors: Evan Gutoff, Brunna Seabra, and Janina Lieser

For professionals navigating the ever-evolving #digital landscape, it's crucial to understand the ways in which #technology influences how we work. From remote-work trends to AI-powered analytics, learn more about how cutting-edge tech is reshaping the way we work, collaborate, and innovate. Authors: Evan Gutoff, Brunna Seabra, and Janina Lieser

How we as a consulting firm maintain innovation and relevance: 1. Stay Ahead of the Tech Curve: —> Dedicate resources to research and development on emerging technologies relevant to our niche (e.g., AI, automation, data-driven decision making). —> Encourage continuous learning among consultants, promoting professional development on cutting-edge trends and tools. 2. Evolve our Human-Centered Approach: —> Anticipate how changes in technology will impact the employee experience, such as evolving leadership skills needed in a more digitized landscape. —> Explore how soft skills will need to adapt alongside new technologies (e.g., remote collaboration, virtual team management). 3. Expand Generational Focus: —> Keep a pulse on emerging generations entering the workforce and the distinct workplace values and attitudes they will bring. —> Adapt your trainings and workshops to reflect their communication styles and learning preferences. 4. Prioritize Data-Driven Insights: —> Expand our assessment capabilities to include quantitative performance metrics tied to technology adoption, and employee skill development. —> Demonstrate the results of our work in a tangible way, using data as your strongest selling point. —> Host webinars or roundtable discussions, bringing together leading voices on workplace evolution and digital transformation. 5. Build Strategic Partnerships: —> Collaborate with technology firms to provide joint solutions to clients, combining our human-focused methodology with their technical expertise. —> Seek out partnerships with academic institutions doing cutting-edge research on the future of work and the impact of technology on people. Remaining innovative and relevant isn't simply about using the newest shiny tools. It's about continuously adapting our understanding of how technology intersects with people, teams, and the very way work is done.