Why and How to Work with a Consultant



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A good consultant provides specialist abilities and experience, innovative ideas, second opinions (reality checks), unbiased appraisals, and new approaches.

A good consultant will leave you with tools, plans, and materials, and will transfer knowledge and resources to help you use them.

Avoid making mistakes and wasting time and resources. A small investment and timely, professional advice can mean savings and increased revenues in the future.

Adding the services of a consultant can make a difference when time or human resource constraints would otherwise mean a lost revenue, market, promotion, or funding opportunity.

Know your limitations and expect a consultant to know theirs. You may have someone on staff who will volunteer to create advertisements, a website, or a marketing plan--but if they aren't truly qualified, you could be paying later to undo damage or make up for missed opportunities. A good consultant will also refer you to other specialists or obtain the services of subcontractors when they need to complement their own expertise.

You are uniquely qualified to handle many aspects of your own business. Hiring a specialist, when necessary, can free you to do what you do best and make the most of your resources.

HOW TO WORK WITH A CONSULTANT

Find a specialist with experience in your industry!

Get to know the consultant(s) and work together informally to help them prepare a proposal that addresses your objectives. You can often get some good, free assistance in clarifying these objectives.

Don't waste the consultant's time if you aren't serious about evaluating their proposal, and don't seek so many proposals that none of the consultants who respond have a good chance to be hired (You should generally keep the number of applicants in the running to four or fewer). Do expect the consultants to ask good questions and learn about your business.

Avoid consultants who say they have immediate solutions or feel ready to talk about details, design, technology, or implementation before they have begun to understand your business and objectives°™look for a careful approach!

Clarify your specific goals and larger objectives, and state these in writing to the consultant when you request their proposal. Remain flexible about these goals, since you are paying for the advice of the consultant about these matters--perhaps some of your goals could be refined or modified!

Prepare a rough budget range for the consultant. A good consultant will not simply bid the maximum amount, but should give you a few price options depending on the scope of their services. They will tell you if the budget is truly unrealistic and can help you re-evaluate your objectives or propose dividing the project over multiple phases. Maintaining an open dialogue about budgets and prices is preferable to developing an adversarial relationship during the bidding phase, which can lead to misunderstandings, wasted resources, and poor outcomes for the project.

Remember to include your own monetary and human resource costs in your internal budget estimate. Also allow for any costs associated with materials, transportation, or other expenses that a consultant may need to pass on to you. Clarify how expenses will be handled.

Clarify the timeline for the project. Remain flexible about the deadline, if possible, and realize that a fast-approaching deadline may impact the price quoted by the consultant. Expect the consultant to prepare a project outline that meets this timeline. Realize that it is not uncommon for a project with an unrealistically short deadline to end up being finished long after the same project would have been if you had allowed an extra few days or weeks from the start.

Sign a written contract with the consultant. This can often be as simple as signatures on the proposal submitted by the consultant, if all important matters were covered in that document.

Establish a project manager or producer to be the main contact for the consultant and to be responsible for all major decisions. Make sure this person has the knowledge and authority to make decisions and allocate necessary resources. The consultant should also assign one person from their staff who will have final responsibility for decisions and will handle most communication with you.

Maintain regular communication during the project, between project managers/producers on your staff and the consultant's. Expect to be shown incremental progress and to be asked to give your approval at major project milestones. Make sure you formalize these important decisions in writing--these milestones and approval areas should usually be agreed upon at the beginning of work. Do, however, trust your consultant and avoid micro-managing every detail and piece of work.

Before the project begins, agree upon cost and deadline implications of any change requests made by you, or changes to the scope of work, should these be necessary. Change requests and "scope creep" are common causes for disagreement and strained relations between clients and customers--recognize that "minor changes" add up quickly and can sometimes make the project financially untenable for the consultant.

Conversely, if both parties have communicated well, and been realistic in their objectives, you will often find that a good consultant will make an extra effort on something, just to make sure you are happy with their services.

If something does go wrong with the project and relations begin to be strained, agree to take a break from the work for a couple of days or more. It will often be far easier, afterward, for both parties to understand the other party's point of view, to reach compromise, to correct a misunderstanding in a way that is satisfactory to all, and to get back to work.

Finally, make sure you will know how to use (and update, where relevant) new materials, documents, and plans created by the contractor. Include resources for training in the budget.

IN CONCLUSION

By following these guidelines, you should be well on your way to good results on your next project! While these may at first seem like a lot of unnecessary rules, or barriers to a speedy completion of your project, they will actually prepare for smooth and timely completion. It is much better to be clear about things from the start than to have to repeat work later; or worse, have a major disagreement which will strain relations and prove beneficial to neither party.

There are many good consultants available who can bring specialist expertise and good management skills to your projects. A little extra help and relevant information might be a great investment in your future success. Best of luck with your work!

(Seattle, USA; August 2004)



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XPThe final support date for Windows XP is just 840 days away and while that might seem like a long time, you and I both know that April 8, 2014 will come all too soon for some companies who are still reluctant to make the move.

If you’re still on Windows XP and are planning to rollout Windows 7, here are 10 questions you’ll want to ask yourself while planning out your deployment:

  1. Do we need to invest in test hardware, personnel and infrastructure? Notice it doesn’t say IF testing should be done. That’s a given. But can you set up a lab – either physical or virtual – where the deployment process and end configuration can be tried out? Who will do the testing? How will it be done?
  2. What hardware do we need to replace? Make sure you know the minimum requirements are for Windows 7 and which of your computers will need to be upgraded or replaced. The Microsoft Assessment and Planning (MAP) Toolkit is a free tool that can help you collect detailed information on your current infrastructure for an analysis of your hardware and device compatibility and give recommendations.
  3. Do we need to build and maintain a desktop image? If your organization tends to get a lot of new machines coming in or computers that get handed from one person to another and this is taking up a lot of IT cycles, you probably want to look at building a desktop image if you don’t already. A well built image can reduce your deployment time substantially and advancements in imaging technology mean that it’s no longer necessary to spend hours saving user data off an old computer, cloning the hard drive of a reference computer and then restoring the data you saved. Having only one image to maintain even if your organization uses diverse hardware is more of a reality than ever.
  4. Are our corporate applications going to work? The Microsoft Application Compatibility Toolkit (ACT) is a free download that can help you evaluate and mitigate application compatibility issues. Applications that can’t be upgraded may be able to be shimmed or run in Windows XP mode.
  5. How will employees’ files be moved? Knowing where employees are storing their files is critically important. How many times have you heard: “I didn’t put that file in the System32 directory – the computer did it!”. Once you know where files actually are, a plan is needed to ensure that user files and user settings are migrated. Bob won’t care if the rollout is a complete resounding success if his desktop wallpaper isn’t as he left it!
  6. Will Office 2010 or IE 9 be rolled out at the same time? Often this is the perfect time to make other adjustments and upgrades to the desktop infrastructure along with Windows 7. There is all sorts of information on deploying Microsoft Office 2010 and Internet Explorer 9 that can be used in the planning. If the Microsoft Desktop Toolkit (MDT) is being used for the deployment, Office 2010 can be added to the MDT environment.
  7. Is this a good time to assess and update policies and security? As in #6, deployment projects present good opportunities to revisit and revise other areas of the desktop infrastructure. What policies are in place and what can be improved? Are there group policies that we could benefit from to better manage and streamline our desktop environment? Are there security enhancements that we can take advantage of?
  8. How will remote users get updated? Instead of remote employees like the sales teams shipping their notebooks in to get upgraded and incurring downtime, consider swapping out old hardware for newly configured machines or sending them a bootable USB with the Windows 7 image on it to do the upgrade themselves.
  9. What’s the impact going to be to users and the helpdesk? Will there be any planned downtime and how will this be communicated to users? As with any change, there will likely be a short term increase in calls to the helpdesk. Is the helpdesk appropriately staffed and equipped to handle questions? Using tools such as the Windows Troubleshooting Platform and the Problem Steps Recorder can help resolve issues quickly and diminish ongoing helpdesk calls.
  10. What’s the ongoing maintenance of the desktop infrastructure going to look like? Taking control of the desktop environment is a huge step in streamlining staff productivity, improving processes and freeing up IT time to devote to developing new ways to use technology and IT know-how to business needs. Tools like those found in the Microsoft Desktop Optimization Pack (MDOP) and practical guidance found in the Microsoft Operations Framework (MOF) can help.

I’ve included a lot of information in the above 10 questions and each one could be a separate article on it’s own. That’s why the conversation doesn’t end here.

On the next AlignIT Manager Tech Talk, Jonathan and I will be discussing how to de-risk your Windows 7 deployment with Dave Kawula, a Senior Consultant with 1E and a guy who has more knowledge of desktop deployments in his pinkie finger than most people have in their whole heads. Join us LIVE on Thursday, January 12 from 12-12:30pm ET for De-Risking Your Windows 7 Deployment.
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