Posts Tagged ‘CRM’

A Tale Of Woe: What To Do When IT Is Too Complex?

Thursday, July 1st, 2010
Image Credit Is It A Solution That Only An IT Leader Could Love?

Is It A Solution That Only An IT Leader Could Love?

There probably isn’t a problem out there that couldn’t be solved by adding some IT to it. In fact, once you had done that, you could probably make that solution even better by adding more IT to it. At what point is too much IT considered to be too much of a good thing? IT Leaders need to be able to realize when enough is enough…

The Story Of A (Small) Bank

Doug Bartholomew has taken the time to hunt down stories about when IT Leaders allowed the technology monster to get out of its cage. One such story has to do with a small bank in Texas that had a pretty simple problem: they wanted to keep track of all of their interactions with their customers.

Now any IT Leader worth their salt would instantly realize that this type of customer issue is exactly what Customer Relationship Management (CRM) software packages have been designed for. The trick; however, is to match the solution to the problem – and that didn’t happen here.

The small bank had 16 bankers who keep track of everything on paper. It was working ok, but they had difficulty “seeing” just how much contact they were having with a given customer. Everyone agreed that a CRM solution was needed. In the end, the bank selected a Siebel Systems (now a part of Oracle) solution.

Did You Hear The One About The Monster Application…?

There’s no question that Siebel makes a great CRM application. I mean it sure seems like it can do just about everything. The problem in this case is that the small bank really didn’t want it to do everything: most of the installation of the application focused on turning off functionality that they didn’t want.

The next issue was the simple fact that for a customer who didn’t have a lot of existing technology, the solution that they had selected came across as being very complex. Multiple screens had to be navigated to complete a function and a new way of thinking about both products and customers had to be adopted.

The result of this is that the very folks that the bank needed to use the new system, the bankers, didn’t want anything to do with it. Once they stopped using it, the value of the application to the bank pretty much went out the door.

In the end, after having invested roughly $500,000 in software licenses and implementation costs, the bank ended up walking away from their CRM application.

A New Way Of Doing Business

This story might end on a sad note with the bank staff going back to doing everything by hand, but it doesn’t. Instead, the IT Leaders went out and found another application that better suited their needs. This new application was much simpler although it had a lot less functionality. It was just a shared database and spreadsheet program that was much easier for the bankers to use.

In fact, the bankers soon found that they were able to create customized reports without having to ask IT to help do it. Now that’s using IT the way that it’s supposed to be used!

What All Of This Means For You

IT Leaders do love our IT technology. However, we need to keep in mind that not every business problem that comes up needs to be solved with an ultra-sophisticated IT application.

We always have to take the time before we design an IT solution to study our customers: what is their real issue? The trick to creating the right IT solution is to provide the end user with just enough (but not too much) IT technology to get their job done.

IT Leaders who can take the time and not over design solutions for their end users are the ones who will be able to best meet the company’s goals of doing more and moving faster using IT technology.

- Dr. Jim Anderson
Blue Elephant Consulting –
Your Source For Real World IT Management Skills™

Question For You: Do you think the bank should have stuck with their initial CRM solution and just customized it to meet their needs?

Click here to get automatic updates when The Accidental IT Leader Blog is updated.

Cloud Walking: 5 Ways To Make The Cloud Work For You

Thursday, May 27th, 2010
Image Credit
The Cloud Could Be Your Key To Team Collaboration

The Cloud Could Be Your Key To Team Collaboration

I’m guessing that the last thing in the world that you really need to be reading about right now is more “cloud” talk. The world of IT is experiencing a form of “cloud fever” in which every company seems to be talking about how they are going to use cloud computing to become more successful. Well, talk is cheap and in the end it’s starting to look like nobody really has a clue as to how to go about actually doing this. How about if we lay down some practical steps that you can take to use the cloud to make your IT team more successful?

Step 1: Appoint A Cloud Champion

You’re going to need to have someone step up and become a clear cloud booster in your organization. There’s no problem with this being you – if you’ve got enough pull. If you don’t then you need someone farther up the food chain to come forward and tell everyone that this is what we’re going to do.

Step 2: Make Using The Cloud To Collaborate Mandatory

Come on, you know how us IT folks are – once we get used to doing something one way, we hate to change. Add on top of that collaboration tools who’s primary purpose is to get us to share our hard learned information, well you can guess just how popular that idea is going to be.

You are going to have to change how your team gets compensated – using your cloud-based tools has got to become a required part of everyone’s job. New polices like “you have to make three updates to our wiki each week” are the way to start things rolling.

Step 3: Focus And Share

Saying that you’re going to start using cloud based tools to collaborate better without having a driving goal is the wrong way to go about doing this. Instead, pick one set of information that your IT team needs to do a better job of sharing and start by focusing on how that information is created. This is going to make it much easier for you to measure your success.

Step 4: In With The New, In With The Old

Just because your team starts to use some nice new shiny cloud based collaboration tools doesn’t mean that you get to throw all of your old tools away. I’m going to bet that like most of the corporate world your team uses Outlook for email and it’s going to be important that at the bare minimum that you find a way for your new tools to work with Outlook.

Step 5: Training, Training, Training

The best collaboration tool in the world isn’t worth the code that it’s written in if nobody can figure out how to use it. Unless you’re using an app that was written by the user interface engineers at Apple, you’re going to have to take the time (and expense) to make sure that everyone who is going to be using it knows how to get the most out of it.

What All Of This Means For You

Managing a team of individual IT workers who operate in unconnected silos is just about the hardest way to get anything done. As an IT Leader your task is to find ways to get everyone to share information and to work together.

Cloud based collaboration tools provide an excellent way for you to get your team to work together and share information. These tools are even more valuable if your team is distributed across multiple locations.

There are no “silver bullets” in IT. Cloud based collaboration tools are very useful, but unless your name is Harry Potter they aren’t going to magically fix all of your team’s issues. However, they are a step in the right direction and they may be the most important step for you to take…

- Dr. Jim Anderson
Blue Elephant Consulting –
Your Source For Real World IT Management Knowledge

Question For You: Do you think that security issues would prevent you from using cloud based collaboration tools?

Click here to get automatic updates when The Accidental IT Leader Blog is updated.

What We’ll Be Talking About Next Time

When you go hunting for your next IT mangement job (and it may be sooner than later), will your resume be up to the job? Come to think of it, when was the last time you dusted off and updated your resume?