Tag: business analyst

  • Case Study: Leading Without Authority During Organizational Transition

    Case Study: Leading Without Authority During Organizational Transition

    Setup: The Problem

    Organizational transitions are deceptively risky.

    • New leadership arrives.
    • Roles are redefined.
    • Processes are renamed, reframed, or re-scoped.
    • And major projects are launched at the same time.

    On paper, everything looks aligned. In practice, something more subtle often emerges: a gap between formal ownership and actual system understanding.

    I recently found myself in that gap.

    I was part of multiple conversations involving:

    • Legacy leadership handing off institutional knowledge
    • New executive leadership setting direction
    • New and existing managers aligning on delivery
    • A large, high-visibility project preparing for client kickoff

    My formal role was Business Analyst.
    My functional reality was broader.

    I could see:

    • Delivery risks forming before the project officially began
    • Ambiguities in ownership that would surface later as failure points
    • Missing context among key operators who had not yet absorbed prior decisions, constraints, or intent

    At the same time, I had no explicit authority to lead the project, redesign roles, or enforce process changes.

    This created a tension that many senior individual contributors (ICs) recognize: Do I step in early to prevent failure—or stay quiet and let the system reveal its weaknesses later?

    The Risk of Doing Nothing

    Doing nothing would have been the safest move politically—and the most dangerous move operationally.

    The risks were clear:

    1. Failure Before Momentum – Without early structure and shared understanding, the project risked stalling before kickoff—creating client uncertainty and internal rework.

    2. Invisible Debt – Misalignment at the start compounds. What looks like “small confusion” early becomes:

    • Timeline slips
    • Blame diffusion
    • Escalations that feel sudden but were predictable

    3. Misattributed Outcomes – If the project failed, leadership would ask:

    • “Why wasn’t this flagged earlier?”
      If it succeeded through quiet intervention:
    • Credit would be diffuse
    • Ownership would remain unclear
    • The same risks would reappear on the next project

    4. Personal Burnout – Silently compensating for gaps without mandate leads to resentment—from others and from yourself.

    Doing nothing wasn’t neutral. It was a decision to defer clarity at a high cost.

    The Solve: Leading Without Replacing Ownership

    The solution was not to “take over,” and not to disengage.

    It was to shift posture.

    Instead of acting as a shadow project lead, I focused on three principles:

    1. Reduce Forums, Increase Precision – rather than surfacing concerns in large leadership meetings, I requested a smaller alignment session with:

    • The project manager
    • The technical lead
    • Myself

    The goal was not to direct—but to surface shared understanding and unknowns before public exposure.

    2. Name Risk Without Solving It – I focused on articulating:

    • What was unclear
    • Where dependencies were unowned
    • Which decisions were still implicit

    I intentionally avoided:

    • Assigning myself execution
    • Pre-solving problems that belonged to other roles

    This preserved ownership while making risk visible.

    3. Document, Don’t Perform – every insight was captured as:

    • A framework
    • A summary
    • A set of explicit questions or decision points

    This created:

    • A record of foresight
    • A shared artifact others could own
    • Protection against both silence and overreach

    The outcome wasn’t immediate validation. It was something more durable: structural clarity without political damage.

    The Outcome

    The project entered kickoff with:

    • Fewer unknowns
    • Clearer ownership boundaries
    • Reduced chance of early derailment

    Equally important, I avoided the trap of becoming:

    “The person who unofficially runs things but officially owns nothing.”

    The system—not the individual—was strengthened.

    Closing Insight

    Senior-level contribution is often misunderstood.

    • It’s not about speaking the most.
    • It’s not about fixing everything.
    • It’s not about being right in the room.

    It’s about improving the system while respecting its boundaries—until those boundaries are formally redrawn.

    That kind of leadership is quiet, uncomfortable, and often under-acknowledged in the moment.

    But it’s the difference between temporary rescue and sustainable delivery.

    One question to leave you with

    Where in your own work are you compensating for gaps that the system itself needs to see?

  • E-Commerce Blueprint

    While this isn’t a technical ‘how-to’ list on how to start an ecommerce company, it’s the top 10 list I’ve developed on how to start an ecommerce company in 2013:

    • Give back – be a socially conscious company with a cause
    • Use keywords in your titles (the most impactful part of SEO)
    • Make it shareable and shareworthy (Gamification/viralness)
    • Write about peoples problems (and how to solve/escape them)
    • Go small within a niche first – build up a “beachhead” then expand
    • Repurpose your content (ex. record you reading a blog post)
    • Build a platform for marketing (ex. a website + social media)
    • Be a real, transparent person (as a opposed to just a company)
    • Don’t worry about anything you can pay for (ex. design elements)
    • Start with the product first, then build out from there #sellfirst

    As I wrote on my Twitter profile, I am “an IT business analyst in Indianapolis specializing in WordPress web design & technology consulting & I’m now building an ecommerce business.” I have decided to document the building of this ecommerce business on this blog and a lot of these ideas have to do with content development, which I have talked about in customer development and how to get more customers. It’s really about creating systems for ecommerce and developing success by management. According to Steve Blank, startups are simply a, “organization formed to search for a repeatable and scalable business model.” An e-commerce business is not a startup because it is already a well-defined business model that is proven and repeatable. The only question is to how you will run your e-commerce business. This is not a search for a new way of making money, but of your way of making money. Essentially it’s a question of how you will run, or manage your business. In other words, it’s a search for your internal business model, or management style, that can be repeated and replicated within your own company (or e-commerce business). This above list on how I choose to run my e-ecommerce business is a glimpse into the how I think an ecommerce business should be ran.

  • IT Business Analyst with Dentrix Experience

    I do IT services for dentists and dental offices, specifically Dentrix training and implementation, Google Apps intranets, and WordPress websites.

    I’m an IT Business Analyst that provides IT services for dental offices. I’ve been providing IT services for 7 years after graduating from IU in Indianapolis. I’m A+, Network+, and Microsoft certified. I have experience with Dentrix G4 and G5 and am looking for other dental offices who are considering switching to Dentrix.

    IT Business Analyst and Indianapolis Dentrix Expert

    I recently upgraded a dental office in Indianapolis from Dentrix G4 to Dentrix G5. I’ve also helped them with their dental website design and online marketing efforts from Facebook to Twitter to Google Adsense. In addition to technical design and implementation, I also do business consulting in the form of staffing models.

    It’s become cliche to say you’re experienced at Microsoft Office, but I’d say I’m a pretty advanced Excel user. I even made an analogy at my last Indianapolis Marketing Meetup meetup that Google Analytics’ database could be manipulated similarly to a pivot table in Excel. Excel is a great tool and one I’m fond of for organizing and displaying information, which is something I really like doing.

    In fact, you could boil almost everything I do down to organization and display because whether I’m setting up a Windows server, a network architecture, a website in WordPress, an Intranet in Google Apps, or a custom dashboard in Excel, I’m always doing the same thing: categorizing, organizing, and displaying information so it’s easy to follow, easy to read, and useful.

    Do I always succeed? No, but I’m continually seeking ways to get better – and I adapt to my users. Dentrix is a perfect example of this. I didn’t set out to learn Dentrix, but when no one in the dental office knew how to use it, they asked me to learn it and teach others – so that’s what I did. Now I realize that Dentrix is just CRM software to organize and display patient information to dentists. Who would have thought?

     

  • Business On the Side

    The days of working as a business analyst by day and a business consultant by night are starting to wear on me.

    For those of you who don’t know, I run Watershawl Technology Consulting and do Internet Marketing for Cost Publishing “on the side” while maintaining a day job as a business analyst. I’m Microsoft Certified and have worked as a network technician in the past so I tend to understand both sides of the fence. I realize the balance that needs to exist between business needs and technical specs. This makes me a good business consultant.

    The problem is time, which is the same problem we all have. I know I am entrepreneurial by nature and enjoy solving problems, but I can’t be in two places at once and this causes stress. Its stress I put myself in, but like I said, its starting to wear on me. I’ve been working “on the side” since I graduated from college in 2005. Even before graduating I worked full time while in school. I know what it means to balance work and life goals. Every once in a while, though, you have to ask yourself, “Why?

    Why do I do what I do?

    I enjoy watching my clients businesses grow while my business grows at the same time and I’ve learned to relish that growth, but what am I growing into? What is Watershawl? I dream of the day this company is able to employ myself and others for the good of the community, creating and updating new and exciting solutions for customers online and off. I would love for my children to have someplace to work or learn new skills as they grow into their careers. I would love to be able to work from home. Those are all the goals I am working towards. That is who Watershawl is. What can Watershawl do for you?

    August 2011 Update: My First Day of Work After Quitting My Day Job