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  • 1.  Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-01-2023 15:36

    @Wayne Schulz has an interesting post on the Ideation site pertaining to customers who self-select an integration and don't initially want assistance from us, the business management software consultant.  Here is the link to Wayne's post: Customer Self-Selected Integrations

    Who else in our group has had a similar experience, and how did you handle it?  For example, one of your customers, without your input subscribes to a new warehouse management system you are not familiar with that promises to integrate with the ERP software you support for them.  When issues later arise, such as integration or other issues, the customer calls for help. What's your response? 

    The 90 Minds Education Committee is interested in learning more about your experiences with this issue.  It may be a topic for a future education session that we can all benefit from.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 2.  RE: Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-01-2023 16:29

    My partner Shelly is working with a customer with a failed B2B e-commerce integration with Sage 100 she was not involved in.  When it failed the owner had the same internal resource select Shopify for B2B and is using BPA Platform (formerly Task Centre).   They have a good B2C integration, and since we originally worked with Paul & Nicole, they got Shelly involved.  Although BPA is way improved, the Shopify B2B is relatively immature.  How do owners take people who fail and let them choose again without their VAR is beyond me.



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    Gary Feldman
    Principal
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
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  • 3.  RE: Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-01-2023 17:48

    I rarely have this conversation, but I'd start with: an ounce of prevention is worth a pound of cure.  The cost of your involvement at the planning / design stage will be well spent, and avoid a much bigger bill when it comes to getting a derailed train back on the tracks.  (Follow that up with no discounts on any efforts after-the-fact... zero attempts at quick-fixes without proper due diligence... stepping back and looking at things from the beginning).



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 4.  RE: Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-01-2023 22:17

    HAs anyone bene able to find on YouTube or wherever the old FRAM oil filter commercial with the older mechanic holding up an oil filter and over his shoulder two young guys tearing apart an engine, with the tag line "You can pay me now or you can pay me later"?



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    Phil McIntosh
    President
    Friendly Systems, Inc.
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  • 5.  RE: Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-02-2023 08:13

    (496) Pay me Now or Pay me Later; Pay Me you will! - YouTube



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    Gary Feldman
    Principal
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
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  • 6.  RE: Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-02-2023 08:20

    How do 90 Minds consultants communicate your fee with the customer when these after-the-fact, we didn't need your help before, but we want it now situation arises?  How is your fee structured?  How do you arrive at the fee?  Get a feel for how screwed they are and pull a number out of the air?

    It almost always cost more to bring us in later.  Not just our fee.  There was the cost to do it incorrectly, a cost to research what someone did incorrectly, and a cost to do it correctly.  Yepper.... You should have paid us to do the job correctly. Now you're paying three times what you should be paying.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 7.  RE: Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-03-2023 09:46

    We always try to use the FORD model for setting up a project. The Findings part is the most important, and for anything more than a minor one, we charge for it.

    If a customer comes to you saying, "We want to implement a better system in our warehouse" you would first make a significant effort to figure out what they need, why, what's in the way, and what the value of implementing something could be.

    Just because a customer jumped into a project that failed doesn't mean they can skip your Findings step. So, that's what you'll quote them first. After an initial call with the principal (the underling who f*cked it up will never be rational about it) you will have a good idea of what they've paid already, expect to pay, and other broad factors, so you can imagine a $$ range that you might have charged to do it right the first time. Double that project $$ WAG and say your price would have been somewhere around that to it right the first time -- with a money-back guarantee.   

    You don't know if they will go forward with anything you suggest, so you must charge something significant for this Ford project. Why? Because both your effort is valuable, and the business clarity it can bring to the customer is valuable to them. You may choose to apply part of the fee to one or all of the project options that come later, but first, you must get them to agree to the fee for the Findings part.

    If your customer is on an annual agreement with you, you probably won't have too much trouble getting an agreement to this Findings project; they already understand much of your value and the way you work. Other customers will be harder; this is not the way they are used to "buying" this sort of 

    Many times the reason a project like this fails is due to the customer's attitude toward the consultants doing the work. Getting this initial payment up front is a key part of you figuring out whether and how you can be successful with them.  In this process, you focus on the price of the Finding; the price of the rest of the project will be one of the 3 options you might develop out of the Findings effort, and those prices are TBD until then.



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    Jerry Norman
    Smartbridge Partners
    (512) 653-7498
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  • 8.  RE: Customers Who Self-Select an Integration and Don't (Initially) Want Your Assistance

    Posted 08-03-2023 10:01

    Wayne's initial Ideation post has another element to it: using a Sage consultant as a 3rd party project manager. This is a tough sale if you don't have a fairly close relationship with the customer. It is not easy, but IMO, it is essential. The sales process here must be a formal one: meetings, modest slide deck, q&a, war stories, and alternatives. On the positive side, when you sell them on this, you have sold them on the need for future expansions, too. 

    Two things need to be in this conversation

    • The alternative. What you will do if they come later wanting help.
    • Cost & Value of the envisioned project. Example, "You're thinking of spending $60k in the first yr on an implementation project, but you're not going to put an experienced Business Technology resource who works for YOU to make sure it doesn't run over or fail completely?" 


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    Jerry Norman
    Smartbridge Partners
    (512) 653-7498
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