Quashing accidental organization design in technology projects

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Isla Bragg

Investing in a major software implementation carries the promise of reduced costs and greater agility, but if it doesn’t fit within the organization, those benefits are quickly undermined. I believe that ERP and other major software implementations should always be approached with proactive consideration of how the organization design might need to adapt to best achieve the intended business outcomes.

In the last several years, much emphasis has been placed on maturing technology implementation methodology to concurrently address broader business processes and articulate outcomes in terms of business events rather than technical inputs and outputs. On this front, consultants and their clients are making strides. Yet, in my experience, organization design changes on many initiatives remain passive rather than proactive, often discussed only in a granular and disaggregated fashion during workflow design, security profile allocations, or training development. When the reality of determining who should be doing the newly designed work with the newly designed tool suddenly rears its head, organizations are often unprepared. Read more of this post

Make Your Strategy Map a Top Performer

Joseph Logan

If you’re running a successful business, there’s a good chance you use a strategy map. There’s an even better chance that your strategy map is under-performing.

Strategy maps represent business logic. The concept of using a map to represent strategy comes from the Balanced Scorecard (a commonly misused tool itself), and its purpose is to distill the complexity of the value chain. When the strategy map is well designed, people are able to easily understand and communicate about strategy. Read more of this post

Change Is Good: K Is for Keep It Super Simple

Slalom Consultant Roger Kastner

Roger Kastner

In a famous episode of the sitcom series Seinfield, the father of one of the main characters, Frank Costanza, received the therapeutic advice to say “serenity, now” whenever a situation caused his blood pressure to suddenly rise. However, instead of using a calming voice to repeat the mantra, the joke was that he screamed the mantra, obliterating any possible soothing benefit.

For many change leaders as well as recipients of change, the urge to scream “Serenity, now!” might be commonplace. And just like Mr. Constanza creating and escalating his own maddening situations, many change leaders do the same thing by attempting to drive too much change, too fast, and with not enough support to make it successful.

Serenity now, indeed. Read more of this post

Implementing a Balanced Scorecard Is a Political Act

Joseph Logan

Joseph Logan

You know you need a scorecard. You know that what gets measured gets managed. You have a bunch of things you would like to keep a closer pulse on.

So why is it like pulling teeth to get your people to commit to a simple set of metrics?

One fundamental aspect most executives overlook when embarking on a scorecarding process is the politics of being so specific about strategy and results. It can seem like a fairly straightforward matter to measure sales, customer satisfaction, EBITDA, process performance, recruiting and retention, and other key metrics, but choosing the right metrics is harder than it seems. The reasons for this are simple yet core commitments to the business. Read more of this post

Temptations of a Strategist (and 3 Ways to Overcome Them)

Joseph Logan

“Strategist” is a sexy label. It means that you are a decision maker—a big-picture thinker. You are someone who shapes the future.

Of course, being called a strategist is different than being a strategist. Earning the label requires patience, tenacity, and focus. It demands an executive who is patient yet relentless. It also requires the integrity to resist temptation.

Read more of this post

What We Mean When We Talk about Strategy Execution

Joseph leads the Strategy Execution practice area for Slalom Denver. He works with his clients in executive coaching, post-merger integration, and intentional culture.

Joseph Logan

“We’ve been about as clear as we can be about our strategy. Why don’t these people get it?”

The CFO didn’t mean it as an insult. It sounded more like a plea. The disconnect between what the the executive team decides and what the company actually does was beginning to hurt.

I paused. The real answer is not always one people want to hear. Read more of this post

Why Projects Succeed: Organizational Change Management

Slalom Consulting Roger Kastner

Roger Kastner

Is change management or project management more critical to project success?

Before you answer, let me tell you about two examples that might impact your response.

Like many of you, I’ve been on a few projects where I was able to appropriately set and deliver on expectations on scope, schedule, and budget (“on time, on budget, high five!”), only to have the end product of the project be a big fat zero in the marketplace. Read more of this post

Change Is Good: J Is for Justification

Slalom Consulting Roger Kastner

A Consultant Manager with Slalom Consulting, Roger works with clients and other consultants in the delivery of Organizational Effectiveness and Project Leadership services and helps practitioners achieve greater success than previously possible.

Recently, a coworker asked me, “How do you explain the value of change management to senior leadership? You know, explain why change management is important?” As if it were a game of Name that Tune I responded, “I can justify change management in three letters: R-O-I.”

The response was similar to when I talk to a Labrador Retriever: the head cocks to one side, the ears perk up, and the eyes light up with anticipation.

So I provided a little more explanation. “Project management is all about setting, managing, and delivering on expectations of scope, schedule, and budget, and all that work constitutes the investment, or ‘I,’ in the Return on Investment calculation. The return, however, is based on the adoption of the solution created by the project. Therefore, change management is all about optimizing the ‘R’ in the ROI calculation.”

The Labrador expression turned into one of comprehension, and my colleague responded with, “Got it. That’s perfect, thanks!” She then created a PowerPoint slide with just the three letters “R-O-I” as the basis for her upcoming formal request for funding a change management effort.

Just like any investment an organization makes, the justification for the change should be rooted in quantifiable, measurable benefits to the organization. Read more of this post

Change Is Good: I Is for Integrity

Slalom Consulting Roger Kastner

A Consultant Manager with Slalom Consulting, Roger works with clients and other consultants in the delivery of Organizational Effectiveness and Project Leadership services and helps practitioners achieve greater success than previously possible.

Several years ago I worked for a large, matrixed company that was going through some restructuring, which included the centralization of a couple program management offices (meaning that my boss had a new boss). The new boss’s boss came out to our campus to hold her first all-hands where she was attempting to build enthusiasm for her new organization.

In her presentation, she used a drawing of an iceberg to illustrate that she was aware that 3/4s of what a project manager does is not visible to all stakeholders, thus potentially creating a lack of appreciation for the work we do. But she was different—she appreciated the full course of work we did and it was her number-one priority to help the larger organization have a better appreciation for project management.

Unfortunately, her message was lost at sea. You see, behind the iceberg, there was a ship labeled with the company’s name. While she was attempting to articulate an appreciation for her new team, the message received was that project management was going to do to the company what an iceberg did to the Titanic. Read more of this post

Leading While Naked: Part 7–We’re Losing the Business!

In his blog series Leading While Naked, Paul Shultz, Slalom Consulting’s Dallas General Manager, reflects on leadership and the lessons found in Patrick Lencioni’s business fable Getting Naked and Charlene Li’s work Open Leadership. As Paul says: “Leading and managing a professional service firm in today’s connected times, with heartfelt attention to the absolute fact that people matter, proves to be a remarkable journey.”

Part 1 | Part 2 | Part 3 | Part 4 | Part 5 | Part 6

Slalom Consulting Dallas General Manager Paul Shultz

Paul Shultz, General Manager of Slalom Consulting’s Dallas office, has more than 30 years experience leading business and technology transformations.

We’re losing this business!

I haven’t closed many sales pursuits by selling.  And most buyers haven’t bought much consulting work by buying.  Uhhhh, what?  Read on.

We encounter lots of opportunities to develop business from RFPs to extensions of work at existing clients to that random encounter with friends when the topic of “what do you do for a living” comes up.  And all shades in between.  And in those pursuits that have moved smoothly and successfully from “help me” to “I’ll trust you to do that” pure selling and buying played minor roles.  If any.  I’m not talking so much about the formal process – I’m talking about the reality of the decision maker’s mind – and heart.

It’s funny how when we fear losing the business (Patrick Lencioni’s first mentioned fear in his book Getting Naked) we fall into deadly behaviors that unless cured, seem to drive us into exactly the result we fear – we lose the business.

It was a really big deal – a “make it” kind of deal – and we were leading and pulling away.  Cruising along in the race executing our selling approach – dotting i’s, crossing t’s, step left, step right, check the box, etc.  And then this little birdie said “how is life when losing?”  Reaction?  You know the feeling – looking in the mirror, heart pumping, irrational thoughts, splash some cold water on the face.  Later after checking and feeling a bit, it was true – we were not winning this business.

Some say “change the game” when you don’t think you can win with the buyer’s rules.  Sometimes works.  Risky.  Depends on a lot of factors.  Didn’t agree that those factors existed here and I’m not sure I like the classic approach to that strategy much anyway.

Lencioni offers the same notion – but from a deeper-seated relationship perspective.  Paraphrasing a bit:  prove you are more interested in helping people in their business and not preserving your own revenue stream – and thus, you are likely to preserve your revenue stream.  Ergo, act like you are not afraid of losing the business or you likely already have.

Much gnashing of teeth and wearing sackcloth on our part.  Well, sorta.  Knowing we were behind and confident in our abilities, we asked for a meeting to discuss our position, our thoughts, and our potential to withdraw from the fray.  They agreed.  Almost surprisingly.  But that is another story.

We shared some kind truths, expressed our understanding and feelings about our current position, and asked a simple question:  “do you really know what it is like to experience working with us?”  Like asking someone do you really know what jalapeno jelly tastes like:  you read the ingredients, you know what jalapenos are, you get the concept of jelly – but unless you have tasted it, you really don’t know what it tastes like.

That is what we were really asking them.  Wouldn’t you like to “taste” what working with us is like?  To experience that, we suggested that right there we do a little consulting about one of the processes they needed help on – with the risky bet that if they didn’t like our way, feel, aka “taste” that we would not be a good fit for them anyway.  Better to know now and move along than to drag out the process any further.  That was our pitch.

So we worked openly with them – digested, diagnosed, and developed some conclusions about one of their problem areas – and at the end, checked in with them on the experiment.  Telling sign was that they were so engaged that none of them realized 2 hours had passed.  Funny to watch execs scrambling with quick emails to apologize to others for their tardiness.

Not instantly but shortly, we won the work.  What had happened?  Paraphrasing Lencioni again:  start serving prospects as if they were already a client.  Find a way to meaningfully help – and if they don’t hire you, they must not need you or the fit isn’t right.  That is what happened.  Consult.  Don’t sell.

100% effective? I think so if you can get the conversation turned that way.  Artful and risky and some higher order skills.  And a lot of fun.  I guess for me it’s about rubbing off on a prospect like we rub off on clients.  If we can help and our ways look and feel and “taste” right, we likely win.  Almost as if that is an altogether better approach for buyers too. Hmmm.

Stay naked.

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