Breaking through at BMGi

A slide from the BMGi training sessionsDelivered a series of Lovable Sharepoint training sessions for Breakthrough Management Group. BMG is an exciting company, that does what I do: Consult on process. They do it mostly with large industrial clients, where a little process can save a lot of money. I was out training their staff on the user-directed approach to SharePoint. We developed Personas and Goals, explored user-centered information architecture, developed an exquisitely goal-oriented site. 

The message of Lovable SharePoint really hit home at BMGi, where they are acutely aware of the pitfalls of over-engineering. I looked at their resource plan, their scale, and their pressing needs, and basically told them to turn most of SharePoint off, for now. We focused on a high-value, easy-adoption, community-driven approach, and solved some thorny issues with as little new technology as possible.

We had a blast. Over three training sessions, I saw hesitant and overwhelmed team members gain confidence, interest, and more than a glimmer in the eye about the changes we were planning. I left them excited, enthusiastic, and hard at work on this new approach. 

Then I started driving home in the worst snowstorm in over a decade. The one-hour trip from Longmont to Denver turned into eight hours stuck on the freeway. Still, it was a great day!

MOSS envisioning engagement

The final site map

I’ve been sent to Los Angeles to help a CTO make a case, in one week, for a MOSS implementation. I approached the process with personas & goals, ethnographic interviews, and a usability-oriented review of their current systems. I also established a good rapport with the CTO, by listening to her business goals and inferring her personal goals. She wanted to shake things up, to streamline the bureaucratic machine while empowering the splinter groups, the internal startups that had developed in a vacuum of control. I can respect the wisdom of that approach, especially when dealing with the potential bureaucratic armageddon that can be unleashed with tools like SharePoint.

I applied my goal-directed approach to navigation, yielding a site map that provided a “Cathedral” area for corporate unity, and local, flexible “Bazaars” for the mavericks. We accommodated the security requirements of the compliance division, putting a key ally in our camp. In one week, we put together a solid plan, and the client invited me to help her present it to her boss.

It was a very quiet, subdued moment, after the chaos of trying to piece together a company in a few days. Just the company’s president, my client, and myself. He appreciated the potential for a healthy balance of corporate types and entrepreneurs, as well as the value of our plan. His questions afterwards were related to the logistics of making it happen. The dialog was productive, good decisions were made.

I head back to Denver, with another feather in my cap. The local sales guy is amazed at how calm our client seems to be. It’s not calm, dude. It’s focus!

Hello operator!

Finished another one of my “deus ex machina” one-week fix-it-all stints, this time at the offices of a large cable operator. As usual, this was a SharePoint project, attempting to find some value to deliver to the operations. More specifically, a way to connect the distribution hubs of Video-on-Demand services, with coordinated schedules.

After a half-day being walked through the technical requirements, and attending meetings that were more about politics than tech, I finally asked my team: “Where are the users?”

We descended out of cubicle land and into the depths of Ops, which looked like the interior of the death star. Hallways made of server racks. Finally to a dark room where a few operators sat at a large console, consulting giant screens plastered on the walls, beaming Video-On-Demand by satellite to the four corners of the country. And I spotted the current solution: an excel spreadsheet, prominently displayed on one of the bigger screens, that one of the operators was busy hand-editing.

It turns out, of course, that the users weren’t directly using the current system. They were copy-pasting from it into a master Excel spreadsheet, basically a glorified list. Then, a few times every day, one of them would copy-paste out each hub’s portion of the master sheet, and send each hub their own version of the spreadsheet. It was constant manual labor, yet still outdated every few hours. But it worked better then trying to tease out the relevant info from the cumbersome legacy system.

Once more, a little ethnographic research saved the day. I pointed out the low-tech, instantly usable solution: Import their master spreadsheet into SharePoint. Allow them to mark different rows for different hubs, and have SharePoint automatically replicate this into each hub’s team site. Total time to code and test: 2 days. And the users loved it. We walked back down into the death star, showed it to them, and they had it on the big screen in ten minutes.

The solution was so elegant and simple that I even had time left, the last day of the week, to put together and deliver a little training session at one of the hubs, for the other users of the system. They were shocked and delighted that someone came to see them, with a solution instead of questions, and even more shocked when they realized that I’d just come in out of nowhere and cut their workload down by 20%.

Anytime there’s a SharePoint implementation that has not leveraged any Usability/ User Experience skills, coming in is like shooting fish in a barrel with a bazooka. Too darn easy.

It was a fast-paced week, but the client’s happy, the users are happy, and my boss is happy. I’m going to enjoy the weekend.

Clean and simple…

Clean, clear UI for a questionnaire app.Finished building a nice clean UI for a college counseling questionnaire app. This was an exercise in using CSS to deliver a clear design across browsers, including the dreaded IE 6, with only a couple of days to test and deliver.

White space, use of Lucida Sans Unicode on Windows and Lucida Grande on the Mac, and attention to type spacing and layout made this a winner. The client was delighted, and requested no changes.

Another one in the bag. Moving on…

Immedient becomes INS

INS logoWell, it’s nice to move to a bigger, international company, without leaving your desk. Immedient was purchased by INS (International Network Services), a consulting firm with a related, partially overlapping portfolio. INS is big in network and security consulting, and there’s a lot of cross-sell opportunities with Immedient, which is in the IT business services field. Now we can offer the network, the software, and the security all from one shop.

INS is also big, with offices around the world, although it’s not quite a true multinational yet, since the meat of the business is still in the US. Still, I’m allowing myself to dream of a return to Europe again, maybe, someday. In the meantime, for me and my team, it’s business as usual.