Host: Wim Kerkhoff
Guest: Matthew Bookspan
SUMMARY
Matthew Bookspan shares how he pivoted to using the Agile method from using the traditional Waterfall approach.
00:00 - Introduction to Agile Approach
00:21 - Importance of Team and Client Buy-In
01:08 - Automation in Finance Processes
02:12 - Challenges with Bank Transactions
02:33 - Payment Methods and Check Scanning
06:13 - Trello, Smartsheet, and Planner
06:40 - Using Planner for Tasks
06:59 - Creating Tickets and Activities
07:18 - UI Rebuild in React
08:09 - Making ConnectWise Faster
09:28 - Interface Improvements for Technicians
10:18 - ConnectWise GUI Performance
10:36 - Importing Data in ConnectWise
11:56 - Having a Consistent Understanding of Incoming Reactive Things
12:55 - Maintaining Order and Efficiency
14:14 - Discipline as Key to Success
15:16 - Commitment and Discipline Challenge
16:28 - Impact on Family Life and Business
17:58 - Park along the river and discipline commitment
18:15 - Time management and sleep improvement
18:29 - Sleep metrics and mental health
18:50 - Choosing Garmin over other devices
19:07 - Personal discipline and tech separation
23:59 - The Impact of Health and Well-being on Work
24:18 - Multiplying the Benefits
24:34 - Objectively Evaluating Ourselves
24:55 - Book Recommendations
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