Archive for October, 2008

MS BI Conference – Day 3

October 8, 2008 Leave a comment

The last and final day of a pretty good conference.  Check out my wrap notes here.

Categories: General Comments Tags: , , ,

MS BI Conference – Day 2

October 7, 2008 Leave a comment

Another great conference day that I blogged about here, at the IBIS, Inc ERP blog.  As always, intra-day updates are on my twitter feed either from this blog or at\dwightspecht.

CRM Integration Article

October 7, 2008 Leave a comment

Howard Baldwin called me the other day to discuss CRM integration in context of an article he was writing on  The article, entitled “Integrating Dynamics Applications: Five Ways to Smooth Potential Organizational Conflict” is out and a good read.


You’ll also see Peter Bertell, the incredibly hardworking leader of the award winning IBIS CRM Team quoted in the same article.

MS BI Conference

October 6, 2008 Leave a comment

I am at the MS BI Conference all week.  If you would like to see a review of Day 1, please visit my post at  For intra-day postings, either take a look at my Twitter feed on the right hand display or at

Good Article on Client Project Teams

October 3, 2008 Leave a comment

Bill Kennedy posted a great entry called Software Implementation 101.  He makes two great points about expectation setting and the make up of client project teams.  Its something most of us know, but we don’t always do a great job with. 

Thanks, Bill.

Do You Like Your Clients?

October 2, 2008 2 comments

I think everyone that manages a consultancy knows that high customer satisfaction leads to longer term, stickier customers who generate consistent, high margin revenue with little to no marginal selling costs; creates a better working environment for consultancy staff; and generally make life more pleasant.  I have nothing to add to why customer satisfaction is important nor do I want to give you another pre-baked list of how to achieve high customer satisfaction.  Rather, I’d like to ask you a simple question:

Do you like your clients?

Let’s face it, folks:  over the long term, you can’t hide who you are or how you feel so if you and yours really don’t like a client, they aren’t going to be happy and the client is going to go unsatisfied.  It may not be intentional, but over time you’ll pay less attention to them, provide them less priority in scheduling, return their phone calls and emails just a tad slower and, eventually, they’ll get the message and go elsewhere.

I’ve had a ton of really, really great clients. The best ones are the ones to whom I somehow connected personally, contributed to their personal success, and shared their mission and core values.  I think of these clients as the great loves of my professional life.  I feel great affection towards every one of them and, if called, would drop almost anything to help them (in fact, during 9/11/2001, I did just that for one of them).

I’ve also had a few about whom I just felt neutral.  I went it, did good, professional quality work, but got out and didn’t keep in touch.  In some cases, I felt I was just being treated as a vendor rather than an advisor and so my opinion didn’t matter very much; in others, I just didn’t connect with the culture or my sponsor.  Others…well, who knows.  I think of these as the casual dates that were nice, but didn’t go anywhere.  If they called, I’d be friendly, professional and help if I had time.

Then, I’ve had a very few clients that I just flat out didn’t like.  And you know what…at the end of the project, they didn’t like me either.  In one situation, I found the client’s internal culture to be too blame ridden to manage; in another, I had a massive personality clash with the executive sponsor (I’m certain she’s a good person, but I seemed to bring out the worst in her).  In one, the client insulted me in the first meeting in front of the entire project team (I can be a little sensitive to insults at times).  I think of these as my dates from hell.  If they called I’d ignore it, but frankly I know they’ll never call.

Its easy to imagine who would rate me highest on customer satisfaction.  So, all you need to increase client sat is to do business with people you like – that should work, right? Economically, most of us can’t afford to be that choosy, so what can we do instead?

About the only answer I’ve found is to develop a better understanding of the client’s mind set and behaviors so their actions can be understood in the context of same.  Some ways you can do this are:

1. During the sales cycle, spend some good, quality time asking them about the make up of their project team, how they manage their people, and how decisions are made.  This gives you some early insight into how they will work with you and how they’ll make decisions.  Pass this information along to your team before your first full project meeting.

2. Observe their culture and try to match your team to it.  That means that you need insight into both your client’s and team’s mind sets.  As an example (pulled right from my life), don’t send a anti-hunting, big city girl to West Point, MS to work with a company that sells hunting gear.  I know that seems obvious, but when you make hundreds of staffing decisions a day, you can easily make that kind of small (yet costly) mistake.

3.  Spend time with your client outside of the project.  In every one of my great clients, I always managed to spend time with them talking about their business, their goals, what we could do better, and, in some cases, just themselves.  As a result, I gained a deeper appreciation for what drove them and they got to see that I really cared about them and their success. That came in handy when we had to deal with any conflict inside the project.

The purpose behind all these suggestions is to develop a personal understanding of your client company and their people so you better understand their behaviors, mind sets and attitudes.  It may not help you like them better, but if you understand them at least you can manage to it.

Categories: Managing Clients Tags: ,
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