Subscribe To Our Newsletter

Helping Managers Leaders & Entrepreneurs Get Better @ What They Do

People, Process, Technology: Josh Rosenberg on How to Scale a Business From 129 to 700 Employees

LinkedIn
Facebook
X
Reddit

The people process technology framework holds that a company scales when the right people hold clearly defined roles and their work runs through repeatable process, with technology added afterward to enable what already functions. Josh Rosenberg, founder of Forward Thinkers and former chairman and CEO of Accent Food Services, used that sequence to grow a founder-led vending and refreshment operator from 129 employees to nearly 700 across 12 states, and he now applies it for founders and executives who believe they have a sales problem when the constraint often sits somewhere else in the organization.

Josh joined DissedMedia: A Startup Story to talk with host Ben Olmos, and the conversation carried an unusual familiarity, since the two worked together years ago inside a global beverage company. Their discussion moves from his start as a driver merchandiser through eighteen years of corporate leadership, into the small operator he led through private equity ownership and a run of acquisitions, and then toward the advisory work he does today; for any leader wondering how to scale a business without losing the culture that made it worth scaling, it may be a useful account of what worked and what did not.

Josh Rosenberg, founder of Forward Thinkers, who teaches the people process technology framework

From Driver Merchandiser to the Executive Suite

Josh’s career began on the bottling side of the beverage business, where he worked as a driver merchandiser before moving into management, and he describes that environment as one built upon grit. When he later moved to the parent company, the culture he encountered placed more weight upon strategic thinking and long-range planning, and it was there that he and Ben first worked together. He stayed within that system for eighteen years, and he tells people that he earned twelve degrees along the way, since each new role taught him something that a classroom may never have covered.

Much of that education came from the customers he served. Working in the on-premise channel placed him inside the operations of businesses that ranged from a single-outlet franchisee trying to make a restaurant work to the largest home improvement retailer in the country, and he was able to watch how each of them approached execution and culture. Ben recalled a similar experience from his own years in the industry, sitting across from theme parks, airlines, hotels, and stadium operators, and both men agreed that the exposure shaped how they evaluate a business today. Josh admitted that he also fought the organization more than he needed to during those years, which he attributes to his own maturation; however, he credits the annual planning sessions with economists and strategists for giving him a view of consumer behavior that has proven largely accurate.

Where the People Process Technology Framework Comes From

The idea that Josh now teaches took shape inside an organization of roughly 89,000 employees, where frontline workers arrived each day with ordinary problems and were often met with friction that produced distrust or a lack of clarity. He summarizes his answer in a single line, which is the right people, defined by process, enabled by technology. The order matters in the people process technology framework, since a tool placed on top of an unclear role tends to speed up confusion, while a well-defined role gives technology something worth enabling.

He illustrated the cost of skipping that sequence with a story from his corporate years, when leadership decided that a new zero-sugar product needed to be in every vending machine within ninety days. There were about two million machines in the system, and placing the product meant rearranging every selection and changing the labels, which worked out to roughly an hour and fifteen minutes per stop at a time when drivers were already being pulled toward large retail accounts, and nobody had studied what the mandate would require of the people expected to carry it out. Josh calls the remedy a street to suite connection, meaning that the thinking done in the executive suite stays tied to the reality of the route, and he sees the same gap in clients today; one owner recently asked why he could not simply tell his people what to do, while running six interconnected functions as though they were separate silos.

Leading 129 People After a Career Inside a Global System

After leaving the corporate world, Josh joined Accent Food Services, a vending and break room operator in Texas with 129 employees and a single point of operational control, which is common in a founder-led business. He found a sharp operating company that had run well for years and had seen little reason to change, and he also found that the commercial leadership and revenue management teams he once negotiated with no longer existed. If he wanted something done, he had to do it himself, so the team slowed down and worked in small pieces, asking how well they understood their own systems and whether those systems could scale. That discipline echoes the advice Kenneth Kollasch shared in an earlier episode on how to scale a small business, where structure came before speed.

He was reminded almost daily that the company lacked the resources of his former employer, and his response was that resources tend to matter far less than people who understand why they are there. In his first meeting he set a simple standard, which was to be on time and in full each and every time, because the company’s clients were break rooms and institutions where a student or an employee had only a few minutes to get refreshed. Take care of the customer, he told them, and the company would take care of its people. He believes that getting 129 people moving in the same direction because they wanted to took more effort than anything else in his career; however, once that purpose took hold it proved hard to break, and by the time he left there were almost 700 employees who answered in unison at the annual meeting.

Josh Rosenberg on using people process technology to scale a business, from DissedMedia: A Startup Story

Aligning Sales and Operations Around a Shared Purpose

Josh argues that leaders have to meet employees at the fifty-yard line, learning why each person comes to work and connecting that reason to the purpose of the business, since telling people what they must do rarely motivates them for long, and he applies the same principle to the space between departments. He described a client whose head of sales stood before the board and blamed the operations team for missed results without having the full picture. The supply chain had broken down in ways the operations team could not control, although that team had also failed to communicate what it could and could not fulfill, and so each side left the room with less trust in the other.

His remedy is unglamorous; he asks teams to hold issue-based meetings where sales can learn why accounting or operations needs certain information at a certain time, and where operations can explain its constraints before they turn into accusations. This is the process portion of people process technology at work, and it may be the piece that leaders are most tempted to skip when they are busy. Ben noted that the same pattern shows up in smaller companies, where nobody is sitting around waiting for something to do and any change initiative has to compete with a full day of existing work.

Building a Brand Without a Famous Name Behind It

One of the harder adjustments Josh described was losing the weight of a famous brand. For eighteen years he could tell a stranger on a plane where he worked and expect a story in return, while in break room services almost nobody could name their provider, since the equipment and products looked much the same from one company to the next. He had to build a value proposition that a buyer would recognize as worth paying for, and he considers that the second hardest challenge of his time at Accent. The experience informs how he views marketing today, when his own inbox fills with pitches from firms selling the very services his company provides; he tells prospective paid media clients that the data suggests many will leave within nine months, often because their internal systems lack the organization needed to convert the demand an agency creates.

How Acquisitions Scaled the Company and Where They Went Wrong

Accent’s growth under private equity ownership came largely through acquisition, and Josh was candid that the record included both successes and serious missteps. The approach that worked centered upon founders who shared the company’s values and were willing to stay with the business, and who wanted access to the larger organization’s centers of excellence to reach a level they could not reach alone. Following that model carried the company into 12 states and every time zone, and the culture he had built seemingly traveled well when the incoming founders already believed in it.

The trouble arrived late, when pressure to keep growing at an accelerated rate led the company to pursue a few deals where, in his words, his gut said no and the analytics said yes. Those acquisitions were larger and their values did not match, and absorbing them pulled the attention of the entire organization toward one region for years. Josh believes the core business was never quite the same afterward, and he accepts that some employees may still wonder why he made those choices. The lesson he draws is that the people process technology sequence applies to acquisitions as much as to hiring, and that it requires relentless effort from owners who have been freed up to work over the business, where they can remove friction each day.

Forward Thinkers, Revenue Operations, and AI Governance

Today Josh runs Forward Thinkers with his wife, who serves as his partner and the firm’s chief technology and delivery officer, and the work usually begins with a client who has misread the problem. One company brought him in to fix what it called a sales problem, and what he found was an organizational alignment and enablement problem; the team ended up rebuilding its CRM around actual sales activity and the customer journey, replacing a design that reflected the control leadership wanted. The firm now operates with a growth side, which covers assessment, leadership coaching, and demand creation along with paid media, and a revenue operations side that examines whether the demand being captured is converting.

Artificial intelligence sits inside that work as a tool, and although Josh has built automation for years and Forward Thinkers runs on its own AI-enabled operating system, his first question for a client concerns governance. He asks whether the company is overseeing the AI its employees already use, where the resulting intellectual property is being retained, where the security gates sit, and who is validating the output, which is consistent with the guidance in the NIST AI Risk Management Framework. Rob Broadhead made a related argument on the show about AI implementation challenges, noting that AI tends to expose weak processes, and Josh’s version of that point is that AI will arrive in every organization and the open question is the form in which it should come.

Frequently Asked Questions

What is the people process technology framework?

The people process technology framework is an approach to organizational change that places the right people in clearly defined roles first, structures their work through documented process second, and adds technology last to enable that work. Josh Rosenberg summarizes it as the right people, defined by process, enabled by technology, and he applies it to acquisitions and AI adoption as readily as to hiring.

How do you scale a business through acquisitions without damaging company culture?

Josh’s experience suggests acquiring companies whose founders share your values and are willing to stay on, ideally because they want the resources of a larger organization. The acquisitions that hurt his company were the ones pursued for growth targets when the cultural fit was poor, and integrating them consumed the organization’s attention for years.

Where should a small business start with AI governance?

A small business can start by finding out which AI tools employees already use on their own, then deciding where the resulting work and intellectual property are stored and who reviews the output before it reaches a customer. Josh recommends beginning with oversight and observation, then applying only what fits the business.

How can I contact Josh Rosenberg and Forward Thinkers?

Josh can be reached through forwardthinkers.io, where visitors can take a growth assessment or book time on his calendar. He is also on LinkedIn.

Josh’s full conversation with Ben covers more ground than a single article can hold, including a detailed comparison of pricing and packaging strategy among the large beverage and snack companies and a look at how bottler and distributor consolidation affects smaller brands. The full episode with Josh Rosenberg on the people process technology framework is below, and you can take the growth assessment or book time with him at forwardthinkers.io.

More at dissedmedia.com, rostr.studio, and benolmos.com.

LinkedIn
Facebook
X
Reddit

Shop Now

Support Our Mission To Create Content For Managers, Leaders, and Entrepreneurs Get Better At What They Do

Don't Miss Out On
New Updates
Subscribe to
The Daily Pitch Newsletter

Related News

Leave a Reply

Help Support Us!

Check Out Our Merch Shop

 

The Daily Pitch

Our daily pitch of business ideas Solutions for practical problems

Get Inspired With Gear To Help You Get Better @ What You Do

Checkout Our Merch & Help Support Our Mission 

To Create Content For Managers, Leaders, and Entrepreneurs Get Better At What They Do

Don't Miss The Latest

Subscribe To Our Weekly Newslettern

Get notified about the latest news and insights from The Daily Pitch