When worlds collide

by admin on September 6, 2006

The title comes from a phrase used by one of my favourite people: Bruce Richardson.

I’ve been banging on for months about reaching out to clients, thinking that if only we could communicate effectively then maybe we’d stand a better chance of building better businesses. That’s only a part of the story. It wasn’t until I read Alastair Harris’s comment to my SaaS – Achilles Heel post that I realised how much we’ve yet to learn. Alastair said:

As an accountant I have a view of accounting software that is very different from business people, and different again from software houses. It is often frustrating from the accountants viewpoint, but must be more so from the developers! I would liken it to the car salesman who works hard to impress his prospect with the advanced engineering features, only to find the buying decision is based on the number of cup holders, or even the quality of the coffee in the showroom!

How true. This raises some interesting questions.

  • What does it take to put yourself in someone else’s shoes? I often think you need experience about what they’re going through to have that sort of insight. That isn’t always possible and yet we spend inordinate amounts of time telling clients about the mechanics of say credit control without having a clue what it’s like to live with the consequences. How good for instance are we at asking clients about whether they’re able to call customers up to get paid?
  • How much do we really know about our clients and their needs? Much of the time, I find practitioners second guessing based on the so-called expert’s view of what they perceive as being good for clients. Which sounds like the doctor prescribing regular doses of castor oil.
  • What skills are needed to not just listen but interpret effectively so that we deliver to client needs? There’s enough said about listening and holding conversations around the blogs to fill the British Library. Even so, I’m not convinced we really understand what it takes to turn those fine words into action. What for instance do we do when there is more than one possible interpretation – as Alastair implies?

Before someone out there accuses me of drifting off into some sort of psycho-babble-pop-cultural BS there are a couple of practical examples that spring to mind.

What’s our normal reaction when clients walk through the door with great ideas that need funding? I’ll bet the first thought is: ‘How can this go wrong?’ and then proceed to tell the client about all the risks they’re getting into without acknowledging their enthusiasm. We treat them like uneducated children, forgetting that clients know more about entrepreneurship than most of us will ever know.

When we recommend a particular accounting software, who are we trying to please? I’d bet that 9/10 times, we’re thinking about it from our perspective. Intuitively we know that most software is for accountants and not business people. It is because of that we hesitate to take time training clients in its use and even then struggle to get the message across in an acceptable manner. We don’t spend the time to figure out what clients need because it’s hard work and takes us into the unknown. That means we rarely, if ever beat up the developers to deliver what clients need alongside our own needs. I’ve been doing a bit of that this week and I can tell you it’s hard.

Do we understand the meaning of compromise? I don’t think so. Very often, I find practitioners either in appeasement mode or dictating the course. Both positions are utterly cringeworthy. I believe that if we’re to have any hope of truly serving client needs, then we need to rethink our attitudes and challenge our belief systems. Recognise that as Alastair implies, we live in different worlds that somehow need to mesh and not collide.

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  • alastair

    if you are prepared to bear with it then this article makes a similar point.

    http://www.timesonline.co.uk/article/0,,6-2344364,00.html

  • http://www.davidmaister.com/blog David Maister

    I don’t mean to push myself forward on this, but i did co-author a how-to-do-it book on precisely this topic: The Trusted Advisor (Free Press, 2000.) It’s available from Amazon and, as they say, fine bookstores everywhere.

  • http://www.accmanpro.com Dennis Howlett

    Alastair: the ability of some folk to suspend belief in the face of absurdity never fails to amaze me.
    David: you’ve just solved my layover problem at Newark this coming October. Thank you. I’d quite forgotten I’ve watched some of David’s videos on the topic…so nothing original from me then :)

  • Emily Coltman

    I seem to remember David Carter writing about this on AccWeb a while back – saying that when helping a client to choose software, accountants should bear in mind:

    1) The client’s capabilities – is he/she a trained bookkeeper, has he/she ever used software before, how computer literate is he/she? For example, I offered More to one client this week, but she doesn’t want to use the Internet. Software and client not a good match there then.

    2) The needs of the business – do they really need a full 3-ledger system or would a cashbook do the job?

    M

  • http://mmclelland.squarespace.com/journal/ Malcolm McLelland

    Dennis: I think your final three paragraphs are quite insightful, and each is probably worth an entire article. As usual I agree pretty much completely with you, I’m just pessimistic that a critical mass of accountants would actually understand the issues. You say somewhere on your website that philosophy of science continues to be important in what you do; maybe the problem is that accountants don’t have a good grip on philosophy of science, epistemology, etc. Most accountants I know would look at that last sentence, call me an arrogant academic asshole, and say that they live in the real world and, therefore, don’t need to know anything about such things. I’m pretty sure they’re wrong: We all need to know how we know what we Know.

    One thing that always occurs to me whenever I think about accountants, accounting software developers, etc. is the question, What kind of actual market research do they do? How do they “know” what clients/customers actually want (i.e., how do they know what they Know)? It seems marketing professionals have pretty clear ideas about how to develop such knowledge. The example that always comes to my mind is Marriott Courtyards. As I understand it, Marriott developed a very large survey dataset from business and recreational travelers with the objective of finding out *what combination of features/benefits/prices* the broad cross-section of travelers actually said they wanted. (They used “conjoint analysis” to estimate this; see http://en.wikipedia.org/wiki/Conjoint_analysis_(in_marketing .) Marriott then designed their Marriott Courtyards chain directly from the analysis, and it seems the chain is a direct hit.

    So … why haven’t accounting software developers actually done something like Marriott did? They could develop a large dataset of the stated features/benefits/price preferences of both entrepreneurs and their accountants, analyze it, and actually Know Something about what that particular market wants. I’m not saying it would be easy, but it is feasible. Perhaps the explanation for why it’s not done is that the large software houses have the (marketing) research money, but don’t care because their in a lucrative oligopoly; the small software houses care a lot but don’t have the time or money to find out. Maybe there would be some way to put together a consortium of smaller accounting software houses to share the cost of Knowing What SMBs and Their Accountants Actually Want?

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