Pendello Solutions is an award-winning IT services company that helps companies innovate and grow using technology and business process expertise. Since 2011, they have been offering top-notch service from their Kansas City Metro-area headquarters.
\nIn 2019, the Pendello team decided to implement EOS® as their business operating system. They first began their implementation in spreadsheets, moved to another EOS® platform, and recently began using Strety. We caught up with integrator and VP Jill AlJundi to discuss their journey.
\nWhen and how did the Pendello team get started with EOS®?
\nWe started with EOS® around 2019 as self-implementers, leveraging a series of spreadsheets for To Do’s, Issues Tracking and Scorecard. After about a year, we were ready to take it to the next level and engaged with a certified EOS® implementer. At that time, we also made the decision to shift from spreadsheets to a platform specializing in EOS® to better streamline our EOS® communications and accountability. These decisions took our EOS® implementation to the next level.
\nWhy did your team decide to implement EOS® as your business operating system?
\nIn our business, the extremely quick pace of change combined with a broad set of moving parts means it’s inevitable that priorities will need to be adjusted. Using a business operating system is a way to ensure that everybody's on the same page, marching the same direction when change inevitably happens.
\nEOS® forces the critical conversations to happen and ensures the right communication channels, visibility and accountability. Team members prepare priorities for the week and then participate in 1:1, priorities, or departmental meetings. Any issues unable to be addressed through those discussions flow to our Leadership Meeting. EOS® facilitates an entire flow of information to ensure priorities are progressed and issues are addressed.
\nHow has Strety helped your team with its EOS® implementation?
\n\n\n“Because Strety is a platform that integrates with our other tools, it’s become an important part of where we're at and what we're doing. It reduces the places where our team needs to log in, and works easily with tools we’re already using.”
\n
\n
We also appreciate that in Strety, there is change, there is improvement, there is development in the platform. The Strety team is extremely responsive and we see constant improvement to our experience as features and enhancements are released.
\nHow does Strety help you tackle big projects?
\nStrety has been a big part of our big ongoing project, where we’re migrating from one PSA (Professional Services Automation) tool to another. We’re putting scorecard metrics and To Dos aligned with this migration project in Strety to make it easier for leadership to keep track of progress.
\nWe're redoing 15 years of process in seven weeks. So it’s a tight timeline, a massive amount of pressure, and you have to touch every integration that goes with it.
\n\n\n“Strety being easy to use helps to ensure we’re progressing on the wide variety of issues and priorities associated with the transition.\"
\n
\n
We’re also happy to be leveraging the integration as we move into our new PSA, Halo. The fact that it integrates takes away our need for managing an additional project inside of Strety. It consolidates the project and processes where everybody was keeping track of things.
\nHow has Strety helped with managing your teams?
\nI'm the integrator and COO, so I am looking across everything at all times. If I'm trying to work with a team to track an open issue, I can transfer that and know that it will be actioned and tracked, all while I still have visibility.
\nFor example, we just put a department manager in place for the first time ever. I had been owning this department, and transferring ownership to the new department manager required a lot of new delegation, which we facilitated via Strety – ensuring the new department manager and I stay aligned on everything from the meeting structure and issues, to the scorecard and milestones on the rocks.
\nHow has Strety helped with your employee performance management?
\nWe’ve been using Strety for more consistent performance management and employee engagement. We’re using the reviews, the 1:1 agenda, and the formal reviews that we had been doing on Excel. It felt near-impossible to train another person on how to track performance management the old way, and how to get that documentation consistent.
\nWhen we switched to Strety, we latched on to those performance management features. It was perfect and was another key aspect of the transition to our new department manager. And now that we’ve made the switch to Strety, we have consistency of documentation and an accurate historical record.
\nWhat advice would you have for other businesses that are considering implementing a business operating system like EOS®?
\nKeep in mind that no framework is going to be perfect. Start with the elements that make the most sense and leverage those to drive accountability and communication.
\nFor example, you can start with just using the meeting structure, even if you don't have rocks yet. Getting the meetings and communication flowing is, to me, more important than having a rock. The level of accountability and clear ownership that is forced through that EOS process, especially in a small company where people wear multiple hats, is invaluable.
\nAll of the specific elements of your business operating system will come with time. Just start with something that will get you clarity in terms of ownership. That is one of the most difficult, if not the most difficult thing, to clarify in a small business, where it’s so common for people to have multiple hats (jobs) and not enough time to get it all done.
\nThanks, Jill! To learn more about how Pendello Solutions helps businesses streamline their operations and technologies with an eye to service and security, visit their website.
\nIf you want to get a tour of Strety and learn how it could help give you the framework your business needs to thrive, book a demo here. To jump into the platform, start your 30-day free trial here.
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\nIn 2019, the Pendello team decided to implement EOS® as their business operating system. They first began their implementation in spreadsheets, moved to another EOS® platform, and recently began using Strety. We caught up with integrator and VP Jill AlJundi to discuss their journey.
\nWhen and how did the Pendello team get started with EOS®?
\nWe started with EOS® around 2019 as self-implementers, leveraging a series of spreadsheets for To Do’s, Issues Tracking and Scorecard. After about a year, we were ready to take it to the next level and engaged with a certified EOS® implementer. At that time, we also made the decision to shift from spreadsheets to a platform specializing in EOS® to better streamline our EOS® communications and accountability. These decisions took our EOS® implementation to the next level.
\nWhy did your team decide to implement EOS® as your business operating system?
\nIn our business, the extremely quick pace of change combined with a broad set of moving parts means it’s inevitable that priorities will need to be adjusted. Using a business operating system is a way to ensure that everybody's on the same page, marching the same direction when change inevitably happens.
\nEOS® forces the critical conversations to happen and ensures the right communication channels, visibility and accountability. Team members prepare priorities for the week and then participate in 1:1, priorities, or departmental meetings. Any issues unable to be addressed through those discussions flow to our Leadership Meeting. EOS® facilitates an entire flow of information to ensure priorities are progressed and issues are addressed.
\nHow has Strety helped your team with its EOS® implementation?
\n\n\n“Because Strety is a platform that integrates with our other tools, it’s become an important part of where we're at and what we're doing. It reduces the places where our team needs to log in, and works easily with tools we’re already using.”
\n
\n
We also appreciate that in Strety, there is change, there is improvement, there is development in the platform. The Strety team is extremely responsive and we see constant improvement to our experience as features and enhancements are released.
\nHow does Strety help you tackle big projects?
\nStrety has been a big part of our big ongoing project, where we’re migrating from one PSA (Professional Services Automation) tool to another. We’re putting scorecard metrics and To Dos aligned with this migration project in Strety to make it easier for leadership to keep track of progress.
\nWe're redoing 15 years of process in seven weeks. So it’s a tight timeline, a massive amount of pressure, and you have to touch every integration that goes with it.
\n\n\n“Strety being easy to use helps to ensure we’re progressing on the wide variety of issues and priorities associated with the transition.\"
\n
\n
We’re also happy to be leveraging the integration as we move into our new PSA, Halo. The fact that it integrates takes away our need for managing an additional project inside of Strety. It consolidates the project and processes where everybody was keeping track of things.
\nHow has Strety helped with managing your teams?
\nI'm the integrator and COO, so I am looking across everything at all times. If I'm trying to work with a team to track an open issue, I can transfer that and know that it will be actioned and tracked, all while I still have visibility.
\nFor example, we just put a department manager in place for the first time ever. I had been owning this department, and transferring ownership to the new department manager required a lot of new delegation, which we facilitated via Strety – ensuring the new department manager and I stay aligned on everything from the meeting structure and issues, to the scorecard and milestones on the rocks.
\nHow has Strety helped with your employee performance management?
\nWe’ve been using Strety for more consistent performance management and employee engagement. We’re using the reviews, the 1:1 agenda, and the formal reviews that we had been doing on Excel. It felt near-impossible to train another person on how to track performance management the old way, and how to get that documentation consistent.
\nWhen we switched to Strety, we latched on to those performance management features. It was perfect and was another key aspect of the transition to our new department manager. And now that we’ve made the switch to Strety, we have consistency of documentation and an accurate historical record.
\nWhat advice would you have for other businesses that are considering implementing a business operating system like EOS®?
\nKeep in mind that no framework is going to be perfect. Start with the elements that make the most sense and leverage those to drive accountability and communication.
\nFor example, you can start with just using the meeting structure, even if you don't have rocks yet. Getting the meetings and communication flowing is, to me, more important than having a rock. The level of accountability and clear ownership that is forced through that EOS process, especially in a small company where people wear multiple hats, is invaluable.
\nAll of the specific elements of your business operating system will come with time. Just start with something that will get you clarity in terms of ownership. That is one of the most difficult, if not the most difficult thing, to clarify in a small business, where it’s so common for people to have multiple hats (jobs) and not enough time to get it all done.
\nThanks, Jill! To learn more about how Pendello Solutions helps businesses streamline their operations and technologies with an eye to service and security, visit their website.
\nIf you want to get a tour of Strety and learn how it could help give you the framework your business needs to thrive, book a demo here. To jump into the platform, start your 30-day free trial here.
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