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Sherpa

Dreamforce is a family reunion of sorts

Typically, when I return home from a conference I am so physically and mentally exhausted that I need at least a week to recover. This year, my return from Dreamforce, the annual Salesforce conference, left me with a different feeling. While I was still physically and mentally exhausted, I didn’t need a week to recover. In reality, I felt more alive and invigorated than ever, even after a full week of meetings, interactions and late nights.

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tech devices

Gates of Speech in the 21st Century

Social media has transformed our communities and our communication landscape. Now more than ever, we are connected with so many individuals all over the world. Communicating instantaneously. Sharing our thoughts as soon as they arise. Sometimes our words are kind and supportive, other times, we struggle to find the right words. And, at times, our interactions can be less than nice. How many of you have been on the receiving end of hate or anger filled speech? It has happened to me on occasion.
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Gabriel’s Database Sherpa and Salesforce.com Journey

When I first started my Salesforce.com journey, I knew next to nothing about databases. I grew up in the digital age, so I certainly know my way around a computer, but I’ve never been crazy about them. I prefer my social to be unmediated, whenever possible. Read more

Training & Workshops

Nonprofit Starter Pack Account Models – IT MATTERS!

Do you wonder about the Nonprofit Starter Pack Account Models? Do you wonder if it really matters? Well, Caroline Renard and I realized after the webinar we gave about the NPSP 3.0 Upgrade, that there was a need for folks to truly understand NPSP Account Models.

We decided to record a conversation we had about the three accounts models in the Nonprofit Starter Pack and explained WHY IT MATTERS. Hope you enjoy this video.

Dreamforce

On to Dreamforce, the national Salesforce conference

Each year Salesforce users, consultants, and industry experts come together for a 4-day event called Dreamforce. We are excited to announce that Database Sherpa will be presenting this October at the 2014 Dreamforce conference in San Francisco.

Together, Veronica Beck and Ashima Saigal will undertake a Sherpa-style session, guiding others who are beginning to program in Salesforce on “A 5-Step Framework to Tackling Your First Trigger With Confidence.” We look forward to the journey.

Confidence: “It’s about being the little engine — I think I can”

“It isn’t about winning or being the best. It’s about being the little engine — I think I can”.

After reading The Confidence Code, by Katty Kat & Claire Shipman, I’ve come to realize even more how important it is to have a regular meditation practice and to include self-compassion in the mix more often. Read more

Got Confidence

Reflections from Dreamforce: I’ve Got Confidence in Me!

It’s the last day of DreamForce and as I wander around Moscone with husband and daughter in tow, I reflected on the week that came before. My mind travels back to a specific incident that occurred while at DreamForce that really brought home the difference between women and men. And that difference is confidence.

I had decided to take the Salesforce.com Developer Certification (I’ve already been certified as a System Administrator).

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Until We Meet Again

Until We Meet Again…

Postponing an adventure while in the midst of the journey can be a decision fraught with uncertainty. Recently, a client and I arrived at the mutual conclusion that it wasn’t the right time for their organization to continue their journey. It was a difficult decision to make, but the organization is going through a major transition and the team members are struggling with the changes.

As a Sherpa, I sensed something was going on, but couldn’t put my finger on it. The “somethings” included:

  • Removing individuals from the journey
  • Lack of response via email and phone
  • Lack of knowledge within the organization regarding the activities of each other
  • Failure to complete practice to be done between treks
  • Cancelling scheduled meetings
Back in my controlling days, I would have been quite upset at this disruption of my life. And to be frank, I got a little angry when I didn’t receive a call or email cancelling a meeting.

But very soon I realized that that everyone in the organization was undergoing something very challenging and tough – the dreaded “R” word: Reorganization. My Sherpa-sense was tingling as I intuited that things might get challenging. So, I began to prepare myself mentally for the unknown that lay ahead.

As a Sherpa, my job is to help the journey continue, even when it is stalled. I reminded them to contact me to reschedule meetings when needed. I encouraged them to work on their internal issues before seeing me, so that they could better communicate with each other as well as with me. And above all, I tried to help them deal with the changes they were experiencing as we continued to build the database.

Yet with all my encouragement, accommodation and support, an overwhelming sense of dread permeated every conversation. So at the start of our last trek, I let them talk about their progress – and everyone reported that they were behind. Very, very behind. I even heard, “I’m so behind that I don’t even want to think about it. I haven’t done anything with this project.” That was my cue to gently guide them away from this journey for the time being and let them work out their internal changes.

So, while each expressed that they felt torn, and their collective belief that the database they were creating would relieve the pressure they were feeling, they also realized that they didn’t have the time or energy to devote to the journey. As we talked, we came to a collective understanding that although they are eager to learn and grow, it would be best to put the journey on hold for a few months.

At the end of our conversation, I sensed a collective sign of relief, like an out breath after you’ve been holding your breath for a while. It made my heart lighter. The journey hasn’t been cancelled, merely rescheduled.
Compassion not Control

Compassion, Not Control

Any one who knows me (or reads this blog) knows my first business was called Hopper Business Solutions. Although Hopper was much more controlled, it had less focus. My journey with Database Sherpa has been a little different from Hopper. But, I wouldn’t be where I am with Database Sherpa if it had not been for Hopper, so I am grateful for past experiences.

But, I’m not going to write about the past. Instead, I want to talk about something that’s different this time around; both in the way I operate the business and how I function as a business owner. It’s this: it takes a family to grow and build a business.

Although the initial idea was born in my head, it was not without a lot of input from my Sherpa partner, Veronica Beck. And while neither of us can exactly remember what she said or did, it made a huge impression – enough of an impression to drive me to create a mission, a vision and values that are quite different from most businesses. And the difference is this: instead of putting compassion off to the side, we’ve made it the heart of Database Sherpa. It is one of our core values!

Veronica created this beautiful diagram to show the importance of compassion to our business:

Sherpa Precepts and Values

Equally important are clients. They give me an opportunity to experiment with new ideas and methods. They give feedback freely and encourage this work. For example, while learning about a new product for importing data called Apsona. I suggested to the client that we try it out during our importing trek. The client was amendable so, we learned Apsona together. Consequently, my other clients will benefit from my co-learning experience. Clients who are willing to experiment and learn with me are the main reason Database Sherpa continues and thrives. They allow us to keep moving forward.

Now others are embracing our “compassion-centric” model. Freya Bradford, the newest Database Sherpa team member is a client-turned-Sherpa who is helping define the business logic model and outcomes to measure (yes, we want to measure our work), as well as encouraging the work to go farther and broader. She would love to see this model and process scale broadly because her vision is big and so is her heart.

And another addition, Mary Davis, is also encouraged by this work and has gotten herself involved. Mary is tightening up our documentation and organizing it to make it accessible to other consulting companies wishing to transform their business into a more Sherpa-like practice.

In comparison, during my Hopper years I was a total control freak. I didn’t trust others to do the work. Now, I honor the gifts, time and love that each person brings. Instead of dictating rank and position, I let each of them define their role and allow the definition to be written by them. I love it! It’s so free form and wonderful. It’s like a true family.

I know that part of this transformation is because of my age, but it’s also because of the teachings of Hopper. I learned how tiring being controlling could be. I learned that it’s much better and wiser to let things be and to let go of the feeling of having to “own it all”. That each of us owns a piece of this wonderful model and process. That through this hard work together, we create a family and community of like minded individuals who desire to see things done in a new and different way.

I am so grateful to everyone who continues to support, nurture and love Database Sherpa. I know that without all the support, things would still move forward, but I must say, it would not be nearly as fun!

tech devices

Techno-mindlessness

April, my wonderful Mindfulness coach, suggested I read “Wisdom 2.0“. It’s funny, because while I was going in the marketing work with DVQ Studio, Emily, my other wisdom coach, suggested that I attend the Wisdom 2.0 conference. So, when I hear things more than once, I think that the universe is trying to tell me something.

I’m still in the midst of reading this short book (which is jam packed with great ideas and suggestions), but I wanted to share my thoughts with you on what I’ve read and learned thus far.

Fact: Technology is here to stay. For better or worse, the Internet, computers, cell phones, tablet computers, etc., are not going away. According to the author (and in my own opinion) that in itself isn’t the problem. The challenge is to be more mindful when interacting with it. (Who among us hasn’t lost track of time playing a game online, on the computer, or on a phone?)

Here are my technology-mindlessness confessions. One recent, and the other several years ago.

Remember The Sims (pre-online game)? I was a Sims junkie. I played for HOURS, getting my Sims to be happy and keeping them on track for their jobs (insert irony), etc. When I played, I was oblivious to everything else: my physical upkeep, my friends, and my family. Sims players know you can tell a Sims’ mood by the color of the gauge above their head. I began looking for color indicators above the heads of actual people! I began to fantasize that I could change my friends’ and family’s behavior with a mouse click, just like the Sims.

Somehow my brain had melded my real world and my virtual world—and that scared me. I thought of gaming tools when I had to find a real-world solution to a situation. It was remarkable—and also crazy.

Like a smoker who finally acknowledges cigarettes are an addiction, I knew I had a Sims problem. And I knew I couldn’t quit cold turkey. I had to wean myself off, so I began to play with in a very mindful way. My brain knew what it was going to do before I began to play. I would say out loud to David, “I am going to go play The Sims now. I’ll catch you for dinner in about an hour.” To which he would reply, “Ok, we’ll see!” Then, I would go play with a timer set for one hour.

Before my mindfulness, when I started to get too caught up in the game, I noticed my breath slowed down a lot … nearly stopping at times. My shoulders would hunch over and I’d almost meld with my computer.

After mindfulness, if I sensed the melding point was imminent, I’d look away from the computer and gaze at a picture or an object on my desk. Then I’d take a deep breath and resume the game.

Mindful play allowed me to hear the alarm. (Yes, it took multiple trials before I could actually hear the alarm and walk away.) Sometimes I’d leave for an hour and then come back to see what my Sims had done in my absence (there was an auto-play session), and I’d feel compelled to “fix” all the problems that came up for my Sims. But, one day, I found myself coming back less and less. Reality became more and more interesting. While I still wished people walked around with a gauge over their heads, I began to notice that it bugged me more that my Sims were so easy to manipulate. That knowing their moods from a gauge wasn’t nearly as fun as seeing the expression on a person’s face (although, when a Sim gets really upset, it shows on their face). Or hearing a sentence in English rather than Sim language (it was a strange language).

All this to say that while the game was fun; real life was really more fun and more compelling. And, I haven’t played Sims once in 2012.

My second story is much more recent. I’ve begun to take walks after I drop Zola off at school. It’s a way for me to connect with myself and, in a sense, reboot my morning.

The other day while walking, I was entirely attached to my cell phone. Sending text. Writing emails. Updating and reading Facebook. For about half my walk, I was entirely in my phone. Not aware of anything but the sidewalk underneath my phone. I noticed my pace began to get slower, my breath began to get faster, my body began to feel less and less attached to my head and my eyes felt funny (like they were attached to someone else). It’s like I wasn’t me at that moment. I stopped, looked away from the phone. I slowly placed it back into my pocket and began to mindfully walk.

I began with a slow pace, staring down at the ground that seemed to be moving. Then, I looked up to the beautiful blue sky, which also looked to be moving. You know how it feels when you’ve been on a long train or boat ride? Well, that’s how I felt—very disconnected to the world around me. Really, the same feeling I had with the Sims game, only it wasn’t about clicking people, it was about the environment that surrounded me.

After about 10 minutes, my brain adjusted and my body felt normal again. I picked up the pace and kept walking, focusing on each step, on each breath and on each moment as it happened, knowing that the messages on my phone would be waiting for me on the other side of this walk. I completed the walk with a clear and refreshed mind and when I got back to the car, I went to my phone and answered the messages waiting for me. On my terms. At my time.

Although both stories are about technology, it’s not the problem. The problem was how I interacted with the technology. Was I controlling it, or was it controlling me? We must remember, technology was developed and created to make our lives easier. We are its masters, it is the servant. When the servant becomes the master (cue the Depeche Mode song), we run into problems.

What do the Sims and my morning walk have to do with Database Sherpa and specifically, databases? Technology. Remember in the old days when we had to collect information or addresses and names in a hand written format? Technology has streamlined the process, but it can also cause stress, as we try to master the database.

At Database Sherpa, our goal is to put you in the driver’s seat. You are less stressful because you are the master; you drive the intention of the database and build it to be what it needs to be. Then walk away. No more and no less.

An effective database will not overtake your every waking moment (like the Sims or my cell phone). An effective database, just like our minds, should be fully present in this moment. And as its master, we remain separate, mindful of time spent with technology. On our terms.