EDW Fall 23: Managers Are the Center of the Universe - Successful Data Management and Reporting From the Middle
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Managers can be both the secret weapon to data strategy success and the derailers of operational transformation. As (literally) the center of an organization's ecosystem, they comprise the critical middle layer between interpreting leadership vision and facilitating the execution of directives to meet strategic business goals. Middle managers and their teams are asked not only to carry out their company's data strategy and objectives but also to implement processes for collecting clean data and generating data-based reporting while performing the accompanying critical analysis. It's a lot.
In this presentation, we will discuss how data strategy, data governance, and execution impact an organization's layers beyond the CDO. We will also share insights and practices that:
- Highlight why key data strategy stakeholders go beyond the C-suite and should include middle management
- Discuss why some industries must include front-line team leaders during the planning and decision-making process
- Illustrate the manager's point of view (POV) when evaluating data to make decisions that impact operations, systems, and job responsibilities
- Showcase lessons learned from an ERP environment and more
Speaker: Jose Sanchez
Manager, Workforce Transformation
Mazars USA
With over 15 years of experience in healthcare, Jose possesses in-depth knowledge of WFM business transformation, business operations, strategic planning, and system implementations. Jose specializes in time and labor, staffing, and scheduling with a focus on end-to-end transformation, implementation, and testing. Working in an environment where he interacted with every aspect of the nursing hierarchy, Jose developed unique skills to communicate the issues of his population and still be able to run a system to accurately manage their time and attendance discrepancies/issues.
Jose has played a pivotal role in business process standardization, labor planning transformation, and central staffing maintenance for a number of clients. Prior to joining Mazars, Jose served as a Staff/Scheduling Supervisor at New York-Presbyterian/Queens where he was responsible for the day-to-day operation of a centralized Nursing Office supporting over 1,500+ employees. Jose received his MBA in International Business from Long Island University – Brooklyn Campus.
Speaker: Julia Lahmi
Consultant
Mazars USA
Julia Lahmi is a consultant at Mazars, specializing in the Management and Technology Consulting (MTC) Practice. With her project management expertise, Julia assists clients in achieving their business goals by improving operational and technological efficiencies.
Her focus is on client engagements related to system selection and implementation, including Mobile Device Management, Cloud, and ERP systems. Julia's experience in stakeholder communication, change management, strategic planning, and enterprise reporting has exposed her to multiple industries, such as Healthcare, Food and Beverage, and Automobile, allowing her to offer tailored solutions to meet each client's unique needs.
She earned a Bachelor of Science degree in Business, Marketing, and Management from NYU Shanghai, and her interests include Sustainability and ESG initiatives. Julia's combination of education, expertise, and passion make her an asset to any project, and she is committed to ensuring that clients receive the highest quality service possible.
Speaker: Lisa Voissard
Management & Technology Consulting
Mazars USA
Lisa has over 20 years of experience assisting organizations with streamlining their processes, implementing new technologies, and helping workforces to quickly adapt to change. She leverages her extensive organizational change management and program management skills to help clients introduce process and technology change with minimal disruption and lasting results.
Lisa’s experience includes human resources transformation consulting, outsourcing account and transition management, and change management in support of technology implementations and business process transformation.
She has served as the Program and Change Lead on multiple ERP, HR technology, and business transformation initiatives.
Prior to joining Mazars, Lisa was the Director of HR Program Management in the Americas for Teva Pharmaceuticals.
Lisa has an MBA with a concentration in Organization Behavior from Drexel University and a BA in Psychology from Bucknell University.
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