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 Did The Consultant Go Too Far

The term "consultant" encompasses everything from an unemployed slacker who was fired from a third rate MIS department, to brilliant advisors fluent in both the technical and practical/business aspects of his or her field.

In the case of computer consultants, in Silicon Valley, consultants are often programmers . . . highly skilled technician with special knowledge of a particular language or computer platform. They often lack any common sense or business acumen whatsoever. All they can do is "make something happen" according to specifications handed to them by an MIS director or systems analyst.

At the other end of the spectrum are firms such as Anderson Consulting, Altman Weil, Hildebrandt, etc. that are the computer consulting equivalents of "Law Factories" . . . huge organizations that John accurately described.

Then there are consultants such as those of us who frequent this listserv. We are often solo practitioners, or small consulting shops that are unique in our skill sets, interests, and abilities.

Some of us are former lawyers who just got carried away with their hobbies, (like me), have a penchant for picking up technical concepts, (but are not technicians), and have a superior understanding of the market they serve. Ross Kodner, Wells Anderson and Jim Eidelman are some examples who immediately come to mind.

Others are skilled technical people who found a particular market very interesting, and decided to specialize in it. Dale Tincher of NetSmart, Inc. and Consultwebs.com is a good example of this. He started as a general computer consultant and ended up as the official consultant for the North Carolina Bar. I count among my friends a number of Timeslips Certified Consultants, Time Matters Authorized Independent Consultants, Amicus Partners, etc. who are top-notch INDEPENDENT legal technology consultants, but who are not lawyers.

 [There are many other consultants equally, or perhaps even more qualified in given areas, that I haven't mentioned, and I hope they, or some of their satisfied clients bring their names up in this community.]

The most important thing you must watch out for is the degree of independence of the consultant or consulting firm. Many "consulting" firms are nothing more than vendors capable of convincing you that their product is the only one right for your situation. If, in fact, they happen to be right, (purely by chance), then they may the best thing that ever happens to you. More likely than not, however, you are NOT their client . . . you are their CUSTOMER. They are employed by their client, or manufacturers of certain products are their clients.

True consultants sell their time and skill, just like lawyers. They represent you in your dealings with this insane industry. While they may bill themselves as "independent," (as I do), there is really no such thing as a truly "independent" consultant. We all eventually have to make decisions as to which products we are going to maintain in our "stable" of recommended products. We look for products that are flexible and versatile, so that they can meet the needs of as many clients as possible. We may be familiar with several such products, but generally, we settle on one or another as our "favorite" in a given area because we think it does a superior job in most situations where it is an appropriate recommendation. There is always a subjective element to such decisions.

Usually, there are a limited number of "players" in a given area that are recommended by more consultant than others. This MAY be an indication of the overall quality of the product, including its functionality, the quality of the technical support, the viability and business philosophy of the manufacturer, and myriad other factors that you pay a consultant to evaluate.

For example, you will find that most of the consultants active in this community favor one of three or four case management systems, even though there are probably more than 20 or 30 such products available. That's a pretty good hint that those few products are "good bets," from an overall standpoint, even though there may be other products out there that are MUCH better technologically, and may even be a better fit for your particular application. The consultants have weeded them out for SOME reason, and that's why you hire a consultant.

Having established a "stable" of recommendations, and having settled on "favorites" in the various areas, some consultants develop a great deal of expertise in those favorites . . . expertise that they want to trade on in the form of installation, configuration, and training. This marketable expertise precludes them from being completely "independent," because they are going to be inclined to recommend their "favorites" with a view toward additional fees.

There is nothing wrong with this, as long as the consultant is "up front" about it, and makes an honest and sincere effort to be as objective as possible. The consultant also should inform you when you are asking for advice that is outside his or her "comfort zone," i.e. he or she doesn't feel qualified to render advice in a given area. Some consultants, especially some of those just starting out, or who need the money, will profess expertise in a given area, then as soon as they are out the door, break into a cold sweat and spend the next several days in a crash course to gain a modicum of knowledge and skill. Worse yet, they may try to bluff their way through without the effort.

You have to judge for yourself just how "objective" the recommendations are. In the final analysis, however, it comes down to the relationship that develops between the consultant and the client, and the consultant's ability and willingness to support his or her recommendations.

I decided long ago that I could not be an expert in network operating systems. If I tried to be one, I would be spreading myself too thin. I soon realized that in many cases, (if not most), the needs of my client's, (mostly solo and small firm practitioners), were such that either Microsoft or Novell or Lantastic or some other reputable system would be more than sufficient. After performing a needs analysis, and eliminating obvious misfits, it comes down to "who is going to install, configure, and support the system." NOT which system is "best."

We're back to relationships again. If you do not trust your consultant, or lack confidence in his or her knowledge and/or abilities, then there is nothing to hang your hat on. Conversely, if you DO have the trust and confidence, then you should be able to communicate freely with the consultant without fear of being railroaded to accept the consultant's "agenda."

Rewind. Did the Consultant Go Too Far? If you must ask that question, then more likely than not the answer doesn't really make any difference. He or she may not have gone far enough, but the prospect of a viable consultant/client relationship is slim, given the fact that the potential client starts out by questioning the consultant's judgement.

This is not to say that you shouldn't get "a second opinion." Such a step is just plain good business sense. It doesn't mean that you don't trust the consultant. It just means that there is enough at stake, either in terms of money, time, or effort, to warrant some sort of assurance that the tentative decision to retain the consultant is well-founded.

I hope this gives you a better understanding of the consultant/client relationship, so that you will be comfortable with whoever you ultimately settle on.


jmellitz@mellitzconsulting.com

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