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Unleashed - How to Thrive as an Independent Professional

Unleashed - How to Thrive as an Independent Professional

著者： Will Bachman
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 Unleashed explores how to thrive as an independent professional.Copyright 2019 by Will Bachman マネジメント マネジメント・リーダーシップ 出世 就職活動 経済学
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  • 631. Stacey Dietsch, Learning Journeys at McKinsey Academy

    631. Stacey Dietsch, Learning Journeys at McKinsey Academy
    2026/01/05
    Show Notes: Stacey Dietsch talks about her 18-year tenure at McKinsey, focusing on human behavior and organizational performance. She highlights the importance of connecting investments in talent and culture to business performance and economic results. The Creation of McKinsey Academy Stacey emphasizes the role of learning in organizational change and the need for effective talent development. She discusses the creation of the McKinsey Academy, an external learning platform for clients. The Academy aims to translate McKinsey's internal training into offerings for clients, focusing on skill building, mindset shifts, and behavior change. Stacey explains that the Academy initially digitized content to scale impact and created learning journeys for clients. Stacey stresses the importance of grounding learning in business needs and connecting it to the flow of work. The Structure of Learning Journeys Stacey describes the structure of learning journeys, which include individual courses and bespoke, custom-developed learning for clients. The Academy focuses on leadership development, starting with leaders and connecting modules into learning journeys. The conversation turns to Will's experience with McKinsey's leadership training, highlighting the practical, experiential nature of the workshops. Stacey reinforces the importance of practice and real-play scenarios in learning and development. The McKinsey Management Program When asked for specifics about the modules in the McKinsey management program, Stacey outlines modules related to setting strategy, developing organizational structures, managing talent, and leveraging technology. The Academy aims to create interactive learning experiences, even in digitized content, through cohorts and teaching assistants. Stacey also emphasizes the importance of peer learning and accountability in digital learning programs. Academy Costs and the Competitive Edge When asked about client reception to McKinsey's learning programs and the competitive landscape, Stacey explains the need to demonstrate McKinsey's content and add distinctive features like teaching assistants to justify the higher cost. The Academy aims to build once and use many times to keep costs down and stay competitive. Stacey highlights the importance of learning built with the client for their specific transformation needs. Learning from the Science of Learning Turning to counterintuitive insights gained about the science of learning, Stacey shares that learning is an internal process that can be taught and that effective learning happens in the course of everyday work. She emphasizes the importance of learning to learn and learning to teach as foundational skills. Stacey discusses the role of curiosity, asking questions, and seeking feedback in continuous learning. She also talks about the relevance of modern talent development, and she explains the concept of skills-based talent strategy and the importance of knowing the workflow and tasks required for roles. And the discussion covers strategic workforce planning based on skill needs and the use of assessments to create onboarding learning journeys. Opportunities and Challenges in HR Stacey discusses the exciting opportunities and challenges in the HR talent field with the evolving nature of work. She emphasizes the importance of using AI to accelerate growth and do more and different work, not just drive efficiency. Stacey highlights the need to set organizational structures that enable people to work side by side with AI agents. Helping Clients Leverage AI Stacey shares that she is working with various clients as an independent consultant, leveraging her McKinsey knowledge. She focuses on helping clients navigate the evolving AI landscape and prepare for the future of work. Stacey emphasizes the importance of talent strategy and the different interventions needed to set organizations up for success. Timestamps: 03:36: Development of the McKinsey Academy 06:01: McKinsey's Learning Journeys and Leadership Development 09:04: Specific Modules and Interactive Learning 14;43: Client Reception and Competitive Positioning 18:43: Insights into the Science of Learning 23:03: Skills-Based Talent Strategy and Qual Cards 30:32: Future of Work and AI 34:24: Stacey's Current Practice as an Independent Consultant Links: LinkedIn: https://linkedin.com/in/staceydietsch This episode on Umbrex: https://umbrex.com/unleashed/episode-631-stacey-dietsch-learning-journeys-at-mckinsey-academy/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.
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    34 分
  • 630. Remco Visser, Introducing Saga, Legal AI Innovation

    630. Remco Visser, Introducing Saga, Legal AI Innovation
    2025/12/29
    Show Notes: Remco Visser talks about Saga, an AI product used by 150 law firms. Remco explains that Saga is a legal AI innovation company helping law firms and legal departments implement AI into their practice and daily workflows. AI Training and Integration The platform includes AI training and adoption sessions to help firms integrate AI into their daily practices. However, Remco highlights the importance of understanding the viability space where AI can be effectively used if the firm is not yet ready for full AI implementation. Saga helps firms understand when AI integration is the best option and offers training on using AI in the workflow. He talks about LLMs and more standard software options Demonstrating Saga Remco demonstrates the AI platform's ability to draft legal documents, using an NDA as an example. The platform automatically recognizes when a user wants to draft a document and opens a window for AI-generated documents, and he shows the platform's ability to ask follow-up questions for customization, such as what country state law should govern it? What's the main purpose? How long do you want it to last? Remco explains the platform's new updates require more context to draft accurate documents. The Saga Prompt Improver Remco introduces the concept of a prompt improver that automatically improves prompts for users. The platform can suggest variables for users to fill in, making it easier to draft accurate documents. To highlight the program's efficiency, he gives an example of a prompt improved by the platform. Remco emphasizes the importance of providing context, such as jurisdiction and language, to improve the accuracy of AI-generated documents. He explains how the prompts can be stored in the Prompt Library improver and how the Saga lab tests and shares prompts for customers to access. Saga Use Cases Remco discusses various use cases, including drafting letters of intent and reviewing agreements, and mentions that people with no legal experience can use it. The platform can use templates and attach documents to draft comprehensive legal documents. Remco demonstrates the ability to redline documents and suggest changes based on templates. The platform can also assist with litigation by drafting arguments, memos, and letters, and providing detailed timelines. Saga's Assistance Roles Remco explains the concept of assistance roles, such as devil's advocate, contract assistant, and legal research assistant. These roles help users challenge their arguments and improve their legal strategies. Data Accuracy and AI Hallucinations Remco addresses the issue of hallucinations in AI-generated documents, explaining how Saga mitigates this risk. The platform uses citations and reasoning models to ensure the accuracy of generated documents. He demonstrates the various assistant models available from proofreader and tax authority to Judge and goes into detail on how to check citations and ensure data is accurate. Saga's Implementation Process Remco outlines the implementation process for firms, recommending starting with a smaller group for training. The training program includes sessions on AI basics, prompting, workflows, and legal databases. Firms can also bring practice groups together to brainstorm AI use cases and share information. Remco emphasizes the importance of hands-on exercises during training to ensure users understand how to use the platform effectively. Time-saving Features and Pricing Remco explains that Saga charges per seat per month, with a price of 125 euros per user. Firms save an average of four to five hours a week and see an improvement in work quality, especially for juniors. The platform is designed to be a no-brainer for firms looking to improve efficiency and quality in legal work. He acknowledges the challenges of implementing new software but believes the value proposition is clear. Grid Review Feature Remco demonstrates the grid review feature, which extracts information from documents and provides detailed insights. The platform can handle various types of documents, such as lease agreements, Chamber of Commerce extractions, and shareholders agreements. The grid review feature highlights the context around extracted information, providing a comprehensive understanding. In conclusion, Remco emphasizes the platform's ability to save time and improve the accuracy of legal reviews. Timestamps: 01:34: Demonstration of AI Platform Features 03:05: Improving Prompts and Context 05:25: Use Cases and Advanced Features 10:34: Assistance Roles and Safeguards 14:07: Implementation and Training 17:02: Pricing and Value Proposition 20:47: Advanced Features and Customization Links: Website: https://www.sagalegal.io/ LinkedIn: https://www.linkedin.com/in/remco-visser-1645a39b/ This episode on Umbrex: https://umbrex.com/?post_type=unleashed&p=224463&preview=true Unleashed is produced by Umbrex, which has a mission of connecting ...
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    24 分
  • 629. Isa D'Eila, Co-founder of Goalbridge

    629. Isa D'Eila, Co-founder of Goalbridge
    2025/12/22
    Show Notes: Isa D'Elia, co-founder of GoalBridge, an AI startup in stealth mode opens the conversation with a brief overview of her background, mentioning she was at Amazon for five years and her co-founder, Vedant, was a software engineer at a financial institution in India. The Origin Story of GoalBridge Isa met her business partner in Berkeley Haas Business school. Through many discussions, they identified a problem in the consulting industry where consultants spent too much time on admin and manual work. They saw an opportunity to use AI to automate these tasks, leading to the creation of GoalBridge. Isa describes how they started working on GoalBridge, entering accelerators, and doing pivots. GoalBridge Iterations They found a design partner who needed a solution to discover their work within SharePoint, Google Drive, CRM, and email. GoalBridge's first iteration was a search AI agent that taps into various platforms to understand the context of engagements. The tool is called "building the brain of a firm" and has been tested with clients, leading to the development of additional agents. Isa introduces the first agent they built, a proposal building agent, which focuses on storyboarding proposals. Dealing with Non-billable Work Streams Consultants often complain about the tediousness of writing proposals, which are non-billable work streams. The agent helps create cohesive stories for proposals by using information from various sources and allowing iterations. They have a roadmap of additional agents to help consultants focus on strategy work rather than manual tasks. GoalBridge's Ideal Customer Profile When asked about the ideal customer profile for GoalBridge, Isa confirms they are targeting SMBs and tier two consulting firms, as larger firms have the resources to build their own tools. Currently, they have signed letters of intent with larger firms, indicating interest in their solution. The tool is designed to help consultants tap into strategy more effectively by automating manual tasks. Goalbridge's Access to Data The conversation turns to the limitations of GoalBridge in terms of access to data. Isa explains that the tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. AI Agent that Writes Case Studies and Compendiums Isa introduces the project closeout agent, which helps partners extract and share information, write case studies and compendiums for projects. The agent anonymizes data and creates a cohesive story from various sources, including emails. This agent addresses the issue of knowledge management being left to good intentions and helps capture project context. The closeout agent can also be used for older projects. Demonstrating GoalBridge Isa shows the tool's interface, which includes a project creation feature, a chat dialog box for queries, and a files tab for uploading documents. The tool can tap into various platforms like SharePoint, Google Drive, and CRM systems, with current integrations for HubSpot and Salesforce. They talk about the tool's ability to find examples of old projects and provide feedback on proposals. Isa explains the limitations of GoalBridge in terms of access to data. The tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She also talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. Primary Use Cases for GoalBridge Isa outlines the primary use cases for GoalBridge, including partners finding examples of old projects, engagement managers leveraging formatting, and associates copying slides. They discuss the potential for the tool to create PowerPoint presentations and provide feedback on them. Isa mentions future agents in the roadmap, such as a case study writing agent and a pricing strategy agent. The tool is designed to help consultants at all levels by automating manual tasks and improving the quality of their work. Security Concerns and Data Privacy On the issue of security and data privacy when giving external firms access to sensitive data, Isa explains that they have a separate server hosting client data, ensuring it is secure and not accessible by other clients. They are working on SOC 2 certification to further assure clients of their security measures. The tool does not train on client data, ensuring IP is protected and not used for other purposes. When it comes to pricing, Isa mentions their willingness to discuss pricing on a case-by-case basis. Timestamps: 00:02: GoalBridge AI Startup ...
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    27 分
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