12/20/11 - The Three Martini Lunch

There's a great song by Graham Parker called "The Three Martini Lunch" and in it he sings these words:  I know what I'm doing, I just can't stop doing it.

In 2000, I inherited (meaning I got stuck with) a messy Siebel deployment.  For kicks, SAP was being rolled out at the same time, except in an "accelerated fashion" -- meaning 8 weeks or something goofy like that.  All I know is it was without question one of the least enjoyable portions of my career.  It was highly debatable if either product was needed, it was unquestionable that they weren't needed in a rush, and it felt a little bit like attending a 3 month continuous homeowners' meeting -- an unhappy ending was inevitable.

A global systems integrator was leading the SAP effort, in partnership with a systems integrator who specialized in Siebel, which was then a fairly new product.  In effect I became an owner's representative for my employer, and calling it an owner's rep is a kind way to put it, because you couldn't have called me a project manager, and for good reason:  I'm not a trained project manager. About the only qualification I had was being nominated to help, and when all was said and done, seeing this mess unfold in person gave me some invaluable lessons for my career. 

These are all pretty simple, but here goes:

  • Hurrying is foolish.  Rushing to roll out an enterprise-wide application is a horrible idea.  No self-imposed deadline validates the unfortunate things that accompany a "we'll miss the deadline" sentiment on a large project deployment team.  Worrying about a missed deadline means pushing forward with bad ideas, and a poorly thought out product.  And if multiple project managers are more concerned about checking things off a list than figuring out if the right things are being done, you're in trouble.  Missing a deadline is not inherently bad if it prevents a much larger mistake.
  • Check resumes.  Systems integrators often promise the moon.  The two companies leading this charge were engaged on promises and pledges but no one checked the resumes before signing the dense contracts.  Numerous people came into the project from both integrators, and even more left the project.  Moral of the story:  when the systems integrators can't keep someone on your project, something's very wrong.
  • Customization is tempting but a bad idea (like a combover).  If you can't use 90% of a product out of the box, you have made it too complicated.  And anything complicated and done in a hurry is simply not going to work.  I still distinctly remember the Siebel systems integration lead saying, Now not everything's shaped like a funnel, to the company CEO who felt that when it came to sales, everything was in fact shaped like a funnel.
  • Don't buy anything that costs more than your revenue in the previous calendar year.  To do so means you're assuming continuous exponential growth, and that's an incredibly ignorant way to think.  You'd be much better off having some growth issues and challenges rather than have high-dollar software prevent revenue due to a poor implementation.  You don't need any software this badly.
  • Appoint and then train an expert or two.  Someone on your team must know every nuance of a product you're paying millions for.  There's no other way to make it work.  If you can't select a few folks and get them thoroughly and properly trained, which means incidentally that they are almost certainly trained by a professional trainer, then you shouldn't buy whatever you think you need.
  • When you go live, ask yourself if you're better off.  In the case of this death march project, two off the shelf software packages were thrown out in favor of two expensive ones.  Goldmine (CRM tool) was kicked out for Siebel, and Quick Books (Accounting) was kicked out for SAP (and the accompanying full-time ABAP programmer needed to keep it together with baling wire).  It was apparent within a week of rolling out these products that they wouldn't work as intended, but it took two more months to admit it.

I'm alternately pained and amused to even write these thoughts.  Who in his right mind would roll out two systems in such a rush?  Why was Siebel considered far better than Goldmine (which perhaps wasn't even as good as another out of the box tool, Act)? In retrospect I suppose I could've washed my hands of the project, but I needed my job, and convincing someone of an impending failure is not easy.

EMR systems with crtical modules and price tags in the millions are being sold and deployed each month, and inevitably some of these won't go as planned.  What will mark those that fail?  Who is talking about these?  Will we learn from someone else's mistakes, or will we pretend things are going fine?

When faced with the choice of selecting and rolling out systems that bring with them such sweeping change, let's hope that the decision makers are not busy with the allure of great promises.  Instead, perhaps the decision should begin with a simple approach centered on protectionism.  Whatever you do, don't break what was working before.

Posted by Jack Williams at 09:05

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