Episode description

Are you feeling stuck trying to tap into your organization's data? Today we’re diving headfirst into 2024 with a discussion with Kristal Searle, Director of Strategic Operations for Coleman Oil that can illuminate the path that gets you unstuck. Listen in as Rob and Justin chat with Kristal Searle, a finance leader turned digital transformation driver. Kristal shares her journey from tentative Power BI beginner to confident head of BI strategy, crediting the P3 Adaptive approach for accelerating her capability along the way.

Through hands-on projects, Kristal saw firsthand how Power BI could provide real digital action versus more typical mystical transformations. We discuss false starts with other tools, the power of rapid iterations to prove concepts, and what it takes to build ambition for organization-wide change. Kristal offers sage advice on getting unstuck - from both data and outdated processes - to drive profitability.

While respecting her accounting roots, Kristal has grown to appreciate and harness the similarities between the rhythms of month-end close and the potential for real-time reporting. With longtime P3 partners by her side, she transformed not only systems but also her personal mindset and skills through tangible steps.

The moral of the story: your title doesn’t define your actual skills, duties, or goals. As you prepare for the inevitable changes of 2024, this episode can give you a heads up on the competition by sharing real stories of how P3 Adaptive and the Power Platform can help enable and realize your BI and Improvement ambitions, letting you, not the tools, be the star in the process.

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