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March 2026: AI For Business Leaders

By Business Consulting, Strategy, Technology and Operations

David Nelms serves as a member of Warren Whitney’s management team of for-profit and not-for-profit clients. He works with firms in the areas of technology and operations, where he provides services ranging from strategic planning to ongoing management of teams and key initiatives.

Written by David Nelms

The use of AI in small to medium-sized businesses is increasing and will soon become a necessity. If you are a business leader in the early stages of integrating AI into your organization, read on to explore several key concepts and examples of how to implement different tools.

As a note, and in the spirit of transparency, I used AI to help draft this article. The value was not in having the tool “write” the piece, but in using it as a thinking partner. I started by outlining the structure and key ideas, then worked through the draft conversationally by asking it questions, refining language, and pressure-testing my thinking along the way. For business leaders, this is where AI can be most effective: not as a replacement for judgment or experience, but as a tool that clarifies ideas, speeds up iteration, and improves the quality of the final output.

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May 2022: Protect your data!

By Technology and Operations

Protect your data! Use these five key steps

By: David Nelms

Regardless of company size or industry, public or privately held, highly regulated or not, your company’s data is one of your most critical assets. Unfortunately, data can be lost in many ways, ranging from malicious breaches to accidental deletion. All organizations need to be prepared for numerous situations, especially with many employees working from home. Data loss or misuse can not only impact ongoing operations; it can also result in legal, financial, and reputational issues.

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November 2021: Vendor Management

By Technology and Operations

Vendor Management: Leverage your Technology Support Providers

By: David Nelms

In today’s rapidly changing business environment, having solid relationships with your technology vendors is crucial to the successful use of your technology. As organizations evolve, so does technology’s role and how the organization provides support for their technology. They often rely heavily on the support provided by external vendors, also known as  Managed Service Providers (MSPs). The lack of oversight and active management of the relationship frequently plays a significant role in why organizations struggle with vendor and system issues.

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June 2020: HOW CAN YOUR BUSINESS BENEFIT FROM A FRACTIONAL LEADER?

By Business Consulting, Finance & Accounting, Human Resources, Strategy, Technology and Operations

HOW CAN YOUR BUSINESS BENEFIT FROM A FRACTIONAL LEADER?

And steps to find the right firm. 

For those not familiar with the concept of fractional leadership, it is an efficient and cost-effective model for businesses to outsource functions when they do not have the expertise in-house or are going through a transition. This form of leadership offers an objective perspective and can guide businesses when faced with challenging decisions. Their role is to become a trusted advisor, lead through change, and offer unbiased advice.

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May 2020: RETURN TO WORK STRATEGIES

By Business Consulting, Finance & Accounting, Human Resources, Strategy, Technology and Operations

RETURN TO WORK STRATEGIES – How to navigate and protect your business for a smooth transition.

 As Virginia starts a phased reopening by easing “stay at home restrictions,” businesses need a well-thought-out transition plan.  Your plan should take into consideration not only your employees’ and customers’ health and safety, but also fiscal stability, strategic direction, and technology. This multi-layered plan must address regulations, the environment, and internal communications as well as the emotional well-being of your employees. Flexibility is critical, and your business will need to be positioned to respond to a changing landscape as the situation evolves.

When devising your plan, consider these pieces of advice from our team in the 4 areas we serve our clients.

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January 2020: Protect your Business – Actively Manage your Technology

By Technology and Operations

Author: David Nelms

Technology is a double-edged sword. It makes businesses more efficient and can also make them vulnerable. The technology used by businesses can unknowingly expose them to issues that could result in lost revenues, productivity, or financial penalties (to name a few). This is why it is critical to understand the potential risks your business might face and create a plan to protect yourself. While it is impossible to avoid all threats, precautionary measures can be taken to mitigate potential harm. No organization should feel like they are constantly reacting to the most recent issue or breach.

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February 2019 Newsletter: How to best leverage your Managed Service Provider

By Technology and Operations

It is critical for organizations to maintain their operating systems’ functionality to ensure they continue to meet their business needs. Many companies look to external vendor partners to support and maintain these systems. These vendors are often referred to as Managed Service Providers, or MSPs. They offer a wide range of services, and expertise at various costs.

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July 2018 Newsletter

By Family Businesses, Technology and Operations

Valuable technology tips for your business

Technology can be a competitive differentiator, but the constantly evolving world of technology is challenging to navigate for businesses.   Growing businesses evaluating technological support want to ensure they get appropriate value, maintain efficiencies, and stay ahead of the curve. Finding the right software and systems to best suit these rapidly changing demands, is often the key to success.

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Turn Your Technology and Operations into a Competitive Advantage

By Family Businesses, Technology and Operations

David Cropped

Contributor: David Nelms

Downloadable link

Technology can be your hidden competitive advantage. Warren Whitney’s Technology and Operations Practice Group outlines six fundamental recommendations below to ensure that your technology is appropriately aligned with your business strategy, operates as efficiently as possible, and is ready to support future growth. We offer a high-spot technology assessment to help you identify ways to ensure your technology is supporting and strengthening your operations.

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Technology & Operations Services Overview

By Family Businesses, Nonprofit, Technology and Operations

Organizations need efficient business processes and robust technologies to remain competitive. Warren Whitney provides a variety of fractional and project based management services to help businesses improve operational efficiency, adapt to industry changes, and prepare for continued growth. Our professionals typically assist clients with strategic needs, but we can also roll up our sleeves and help drive tactics once the strategies are in place. Examples of services we provide are:

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