InfoXchange -- ICCA-Boston Newsletter
May/June 2008              Volume 4, Issue 2
IN THIS ISSUE

From the Board

Feature Article
I’ll get to it someday…

Toolkit for Consultants
Using Wikis in the Sales Process

Highlighting Gloria Metrick

Who Are We?

From the Editor:

We would like to encourage anyone to submit articles to the ICCA Greater Boston Chapter newsletter. If you know of anyone interested in free publicity, ask them to write an article of any size or topic pertinent to our organization for submission in the next issue of our newsletter. The good news is the smaller the article, the better, since long articles are hard to read on-line.

We are very open to ideas and suggestions regarding article topics in all sections of the newsletter, including:
 
Local or Chapter Announcements;
Articles;
Member-to-Member Spotlights;
Member-to-Member News;
Mentor's Corner.

Submit ideas or articles to:

Song Han
Managing Editor, Newsletter
newsletter7@
icca-boston.org

Next Deadline:

June 21, 2008 for the July/August Issue

Board of Directors:
President
Robert Goodearl

Vice President and Secretary
Michael Kibler

Treasurer
James Connell

Past President
Norman Daoust

Click for Board contact info

From the Board

  • Do you find value in these newsletter articles?
  • Would you like to ask questions?
  • Would you like an opportunity to meet other small business leaders?

Come to the May 27th meeting to hear our feature article author speak on "Speed of Life Organizing: Creating and enhancing office organization systems that work".

You'll have the opportunity to meet and speak with folks who provide a diverse array of services as consultants, as well as small business leaders who come because they're interested in the speaker's topic.

You'll be glad you did!

Bob Goodearl
President, ICCA-Boston

Feature Article

I’ll get to it someday…

Are you something of a procrastinator?  Most of us are, and often it’s because the demands of a busy consulting career, not to mention family and personal obligations, leave us lurching madly from one deadline to the next.  I tend to push the limits of many deadlines whether self-imposed or handed down by someone else.

A client of mine noticed his tendency to procrastinate is coupled with a certain feeling of excitement about doing things at the last minute and coming out a hero. The “rush” of having to operate on high gear for a brief time to complete a given job can be pretty exhilarating, but it’s also pretty exhausting.  When the adrenalin wears off, you’re still faced with an office and calendar full of tasks that need completing and deadlines that are looming.

Procrastination is amplified by disorganization. If you can’t easily put your hands on all the materials you need to assemble that lecture using older versions, than you’ll put off the actual job of preparing it, because the effort to get going is too daunting.  Keeping your files managed and up to date may seem like a low priority task. If you add up all the time you waste looking for things, however, you might decide a little upfront effort on filing has a substantial payoff. The most-quoted figure is that the average executive loses up to an hour a day looking for items he can’t find or recreating work that’s gone missing.  That adds up to a lot of lost productivity.

One common recommendation for overcoming procrastination is to break any big task into a series of smaller ones, and to make sure you schedule time for the smaller tasks. That always sounds like perfectly good advice, but I’m as guilty as the next person of not taking it. (See paragraph one about life getting in the way!) So here are a few tricks I use on myself, to overcome my tendency to wait until the last minute, and then suffer the stressful feelings that ensue:

  • Set a timer for just 15 minutes — something with a satisfying “ding” when it goes off. In that amount of time you can probably make notes about a Powerpoint presentation, rough out or edit one slide in it, or check the internet for accurate statistics needed for a graph.  You’ll be surprised what you can accomplish in 15 minutes.
     
  • Attach a prize to each phase of the project. For example, promise yourself a nice, relaxing walk in the woods, or whatever will motivate you, if you complete one major task at hand. It’s important, though, to keep your promises to yourself — so if you do the work, give yourself the reward!
     
  • Find a procrastination buddy. Invite a friend over, and have him bring the project he’s been dreading. Alternate concentrated effort with relaxed chatting, and you’ll be surprised what you can get done in a couple of hours.
  • There’s no magic pill you can take to cure procrastination. You can, however, put attention into the little tasks that you tend to put off and see if you can get them to be more routine. Once basic things like filing, processing your in-box, invoicing clients and updating your QuickBooks records are happening as a matter of course you’ll have more success in carving out time for larger, more important tasks. You’ll have to give up the adrenalin rush you gain from those last-minute saves, though!

    Want more information?
    Here are a few articles you might find interesting. And hey, reading them will allow you to procrastinate about doing something else on your list!

    More about why we procrastinate:
    http://sas.calpoly.edu/asc/ssl/procrastination.htmlvol4issue2.html

    Procrastinating about the “big stuff”:
    http://sharonmelnickcoaching.com/articles/the-real-reasons-you-procrastinate/

    A different take on it: when procrastination is good:
    http://www.paulgraham.com/procrastination.html


    Maxine Gautier
    Out from Under Professional Organizing

    Maxine will be presenting "Speed of Life Organizing: Creating and enhancing office organization systems that work" at ICCA Boston Chapter's meeting on May 27, 2008.

    Toolkit for Consultants

    Using Wikis in the Sales Process

    What’s a Wiki?
    A wiki is a web site that allows the community of viewers to easily modify the content. Perhaps the most well-known example is Wikipedia, an online encyclopedia supported by contributions from its users.

    Why Use a Wiki?
    Wikis provide a better way to collaborate with clients on the contents of an SOW during the early stages of SOW development. Using a wiki encourages clients to write down their requirements, or at least review requirements that you have captured and written down. A wiki is a less formal way to interact than a formal SOW, and thus it’s more “acceptable” to guess (and perhaps guess wrong) about a client’s goals and objectives. They can easily correct the information, either directly on the wiki if they are comfortable with it, or on the phone with you if they’re not.

    Just the Right “Formality” Balance for Early SOW Discussions
    The formal SOW still has its place, and indeed the first objective with the wiki is to develop a formal SOW, after collaborating with your clients in an informal matter for however long it takes to get a firm understanding of their requirements. A wiki can be more efficient than a traditional process of delivering a formal SOW and then going back and forth on negotiations. With the wiki, you’re collaborating, not negotiating.

    The wiki is also more formal than simply sending emails back and forth. You’ll actually put a fair amount of effort into getting the content on the wiki polished, at least looking well-presented and thought out, if not entirely accurate in the early stages. Using a wiki in the early stages gives the impression (and accurate impression, I would claim) of world-class consulting, because it is cutting edge collaboration. It’s more polished than simple emails, more “inviting” and fun for clients to collaborate, and also far easier to comprehend the than a thread of emails.

    Wikis are most helpful when multiple people in the client’s organization review and take an interest in it. Even before the SOW is signed – they’re hooked on your professional style.

    When to use a Wiki?
    I don’t recommend using a wiki for all, or even most, sales situations. It’s simply a very good tool to have for whenever there is some degree of uncertainty about what you’ll be doing for a client, especially when there is a reasonable size chunk of work on the table. Often, clients don’t have their own requirements very well understood or articulated. In those cases, you can help guide them with the wiki, putting up the information as best you understand it from interviews and discussions with them, and then inviting them to throw rocks at whatever you’ve put out there on the wiki – all in a friendly, collaborative environment.

    The less clear your understanding of your client’s problems, the less clear the client’s understanding of their own objective, the more a wiki can help. If you have a “been there, done that” story that matches up exactly with what a client seems to want, you can dispense with the wiki and go straight to using a standard, formal SOW.

    Once I’ve decided that a wiki is appropriate, I like to introduce it very early in the process. Typically there will be an initial telecon or perhaps on site visit with the client. Somewhere in the initial meeting I make a snap judgment of whether a wiki is appropriate for the given situation, and at that point I generally announce to the client that I’ll present the information as I believe I understand it in a wiki, and provide them access to review and update the information. I have found it to be an excellent way of collaborating with clients on the fuzzier aspects of a planned Statement of Work (SOW).

    The primary aspect of a wiki that makes it helpful in sales situations is that it provides an excellent way to both collaborate and present information. It puts you in the position as the driver of the requirements gathering process, helping ensure you get good enough requirements to deliver well.

    Good wikis have built-in, transparent configuration management (CM) functionality as well, providing the capability to review who made what changes, and when. By transparent, I mean that the user just edits what they see on the screen – they don’t “check out” files. The CM functionality of tracking changes is hidden. You can encourage clients to “watch” certain pages on the wiki, so that they (and you) receive emails whenever the wiki is updated by any of the project collaborators. This is an effective means for keeping a negotiation on track. For some reason, when people see an email with an attachment, so many of them think, “I’ll look at it later when I have time.” But when they get a wiki-update notification, with a link to click and see just what’s changed, they’re more apt to immediately review it and provide feedback. Partly because wikis are somewhat new, it’s more like fun using them, while reviewing documents is just too much like work.

    Once there is sufficient clarity to the definition of the engagement, and once your client/prospect has had a chance to provide feedback, then it’s time to generate a formal SOW that can be attached to a contract, containing all the legalese. Pricing information should be relegated to the SOW, and generally should not appear in the wiki. That info may be reviewed by various people at your client’s organization who may not need to see that information.

    Requirements for Wikis used in a Sales Context
    When used in the Sale Process, a wiki should be:

    Polished
    Even though the content might be of only draft quality, spend some effort on the presentation. Use tables, bullet or numbered lists, whatever it takes to make the information attractive as well as informative.

    Secure
    You’ll need to provide your clients some sense that their private information that is being discussed on your wiki is save. Running the wiki over https with an SSL certificate is a best practice. Provide your clients with logins for your wiki – the requirement of logging in to an https site generally makes enough warm fuzzies that customers are OK putting some of their sensitive data on a system that you control. By having done the initial security legwork (mostly one-time setup with an annual fee for the SSL cert), you’ll have earned their trust.

    Easy To Use
    You certainly don’t want to make yourself difficult to work with, and you want to work with clients in a way they’re comfortable with. In my experience, most people in the IT industry are quite comfortable with wikis that provide a WYSIWYG-like interface. First-generation wikis force their users to learn some funky “Wiki Markup” langage, which is akin to developing web sites by writing in raw HTML – fine for geeks like many of us, but no so much for our customers. Don’t do that to your customers!

    Powerful
    As the provider of the wiki, clients will intuitively attribute the quality of the wiki to you and your business. You’ll want to use a modern, full-featured wiki that has advanced features, like the ability to search text within in the wiki as well as wiki attachments (PDF and Microsoft Office documents attached to the wiki).

    My Favorite?
    I can’t claim to have tried them all, but Atlassian Confluence is my personal favorite wiki. MediaWiki and Twiki are probably the most popular open source solutions, though they don’t meet all my requirements. Full Disclosure: Go2Group, my recent Alma Mater, is a reseller for all Atlassian products, including Confluence. I don’t benefit directly from the reselling, though – I just love the product! Almost as much as I love GPS!

    Beyond the Sales Process
    Once you win the business (use of the wiki having helped your chances), you’ll find that the wiki also becomes a helpful, light-weight (though not full-featured) project management tool, or at least a project status communication tool. The wiki for the sales process becomes the wiki for the project itself, and continues to provide a means of ongoing collaboration with your client

    By C. Thomas Tyler
    Consultant
    Perforce Software, Inc.
    Former President, ICCA Greater Boston Chapter

    Highlighting Gloria Metrick and GeoMetrick Enterprises

    Thank you, Gloria

    In this issue of InfoXchange, we're highlighting Gloria Metrick, owner of GeoMetrick Enterprises. We thank Gloria for her service to ICCA-Boston as Vice President from March 2007 - March 2008. Gloria's pro-active "pitch-in-and-help" attitude ensured that our organizational events ran smoothly. Gloria also wrote several articles on networking and other topics for this newsletter. Check out the newsletter page of www.icca-boston.org.

    Gloria earned an undergraduate double-major in Mathematics and Management, an MBA with a technical concentration, and a graduate certificate in Logistics. She began working with laboratory software by chance. In her first permanent job, as the most junior person in her group, she was assigned to a project that required the use of laboratory software. She learned everything she could about the software and made the project a success.

    GeoMetrick Enterprises

    In March 1996, Gloria founded GeoMetrick Enterprises to help companies understand and manage their laboratory data. She works primarily with Laboratory Information Management Systems (LIMS), which manage laboratory samples and testing, although she has also worked with manufacturing systems and business systems. Using laboratory software has given Gloria the opportunity to work in both the research and manufacturing quality sides of a variety of industries including food, beverages, pharmaceuticals, biotech, oil, chemicals, and nuclear.

    Active in ICCA since 1997

    Since 1997, Gloria has been an active member of the national ICCA organization, and it is notable that she has attended every national ICCA conference since she joined. Gloria was Chair of the Chapter Presidents' Council, Director on the National Board of Directors, and Secretary of the National Board of Directors, as well as Chair of the National Membership Committee. In addition, she was appointed to the national ICCA Honor Council, which means that she has the honor to serve as an advisor to the National Board of Directors for as long as she is an ICCA member.

    Having moved several times, Gloria has been involved with several chapters. She served on the founding boards of both the Atlanta and Detroit ICCA chapters and made several attempts to start a Cincinnati chapter. She's held the offices of Vice President, Treasurer, and Director of various chapters, and is Honorary Past President of the Atlanta Chapter.

    Out on a LIMS: the Newsletter for People Who Risk Life and LIMS on a Daily Basis

    Gloria occasionally writes articles for magazines, such as Scientific Computing and Laboratory Manager, and gives public talks on her specialty. However, she and GeoMetrick Enterprises are best known for Out on a LIMS: the Newsletter for People Who Risk Life and LIMS on a Daily Basis, which has subscribers from around the world. Representatives of end-users and of every major software vendor in the industry subscribe to the newsletter. Gloria says that, "The success of this newsletter is due to the advice, assistance, and encouragement I've received over the years from other ICCA members. Without that support, this newsletter wouldn't exist, let alone be the success that it's become."

    Who are we?

    Founded in 1976, the Independent Computer Consultants Association (ICCA) is a national not-for-profit organization of independent computer consulting firms sharing the highest ethical and professional standards.

    The ICCA Greater Boston Chapter Mission Statement:
    The Greater Boston Chapter of the ICCA supports and encourages the growth of individuals and small firms in the business of computer consulting through education, networking, advocacy, and the exchange of ideas and knowledge among peers.

    The ICCA offers great services and benefits to its members including business and health insurance, marketing programs, a National Conference, standard form consulting and subcontracting contracts, and many discount programs.

    For additional information regarding the ICCA or to search the National Membership Directory, visit the national website http://www.icca.org or the Greater Boston Chapter website http://www.icca-boston.org

    Legal Stuff

    Publisher: Greater Boston Chapter of the Independent Computer Consultants Association, http://www.icca-boston.org
    Copyright 2008, Greater Boston Chapter of the Independent Computer Consultants Association
    This newsletter may be distributed without charge as long as it's distributed in its entirety, including this notice. Individual sections and portions may be distributed only with explicit written permission.

    US Mail: ICCA, Greater Boston Chapter
    11131 South Towne Square, Suite F
    St Louis, MO 63123-7817