Anna Maria

Anna Maria
View of the Gulf of Mexico from Bradenton Beach, FL

Friday, May 17, 2013

What Didn’t You Do Today?


Procrastination is one of the most self-destructive shortcomings of human beings. There are few easier ways to derail success than to put off a task that should be handled immediately. It’s rarely justifiable and almost never beneficial, yet so many of us continue to do it.

There are many reasons why we put off tasks, but all procrastination can be boiled down to two causes; laziness and fear.

Ten-toed sloth

This one is the simplest to explain and is probably the most common. The lawn is getting tall and the neighbor is starting to shake his head every time he glances toward your house, but you just don’t feel like hauling out the mower, gassing it up, repeatedly yanking on the starter cable and pushing that thing around for a couple hours so you let it go. “Maybe tomorrow,” or “I’ll do it later,” helps us capture a few more hours, or days, of leisure but what happens when your yard looks like a blighted, abandoned property and/or you get a letter or a fine from your Home Owner’s Association?  Now the grass is so high that the mower can barely move through it without stalling. The process that would have taken an hour or two now takes 4 and you’ve taken a year off the life of your lawn equipment or maybe even broken it. In the end, delaying the inevitable and putting off a rather simple task has a higher, calculable cost. Was it really worth it to be lazy?

Scaredy-cat

Fear is a complex emotion in that it impacts our minds and bodies in very different ways. It manifests itself in many forms, but in relation to procrastination, there are two categories: fear of the task (confrontation), and fear of the outcome (failure).   

Conflict avoidance is a very deep force. Our fight/flight instincts are at the core of our being and so when those instincts are triggered, we often lose rationality. For some people, fear-induced procrastination hinders simple, but important tasks, like dealing with a customer service issue, or addressing inappropriate employee (or children’s) behavior. This type of procrastination can be the most destructive, because it typically impacts more than just the person engaged in putting off a task and the consequences can be very severe. Conquering this type of procrastination usually involves leadership, coaching, or even therapy. It’s difficult to break bad habits caused by deeply-seated emotions, so it can take a long time to overcome.

Being afraid of an outcome is far less rational. Worry is something that most of us feel from time-to-time and it has no bearing on the result unless it contributes to procrastination.  Not doing something because we feel we might fail is failure in itself. The fear can become a self-fulfilling prophecy. We fail at 100% of the things we do not attempt.

Fear of failure is more easily addressed. Success breeds success and it’s easy to demonstrate how addressing issues and tackling tasks when they are small leads to quicker and better results. Sometimes, when a project is bigger or more complex, having a mentor or coach is helpful or even necessary, but it can be successfully addressed by breaking it up into smaller, manageable pieces. Small wins can provide the confidence needed to generate momentum and break out of the habit of procrastination.

What are your thoughts on procrastination?

Has putting off something until later had a positive or better outcome than if you had addressed it sooner?

What do you do to break out of the habit of procrastinating?

Wednesday, May 1, 2013

K.I.S.S. - (Keep It Simple, Stupid)


“Human nature has a tendency to admire complexity but reward simplicity.” -- Ben Huh

K.I.S.S - Keep It Simple, Stupid.  It’s a harsh and curt acronym, but at the same time, it’s elegant in both its candor and its simplicity.  Much of what we do in life is problem solving.  In the domains of my professional experience; Information Technology, Analytics, and Management, problem solving (or as I call it; “Opportunity Management”) is essentially the bulk of my curriculum vitae.

In the process of problem solving, we humans often devise complex schemes to work around issues.  I have personally created solutions that would cause Rube Goldberg to scratch his head.  In the process of analysis, it’s easy for a creative mind to get carried away with design.  Experience and success (and more importantly, failure) have afforded me with the wisdom that the simplest solution is usually the best one.

Over the past 20 years, I've collected a few tips for helping to keep it simple:

  • Thoroughly document the problem and the solution:  by creating a textual and/or visual representation, it becomes easier to spot complexity and flaws.
  • Assume a User/Customer perspective: changing mode from solution architect to end-user allows you to see the problem and the solution from a completely different angle.
  • Build in a feedback loop: make certain that the testers and users have the ability to easily provide comments and suggestions from the very beginning. Extend this to mechanisms for improving your solution in near real-time if possible.
  • Solicit peer review: ask subject matter experts to review your design.  If they have many questions, it’s likely not simple enough.


Simplicity in design aids in decision-making, speeds up delivery, provides scalability, and ensures usability.  Regardless of the problem, keeping the solution simple typically delivers the best and fastest results.

What do you think?  Do you have any tips for keeping things simple?

Friday, April 26, 2013

Spring Cleaning




The exact origin of the dreaded ritual known as “Spring Cleaning” is unknown.  Wikipedia cites several different possibilities, each of them fairly reasonable.  Regardless of how it began, it’s a permanent fixture in our culture and can have a great impact on our lives.

During the spring cleaning of our home, we open the windows and let the fresh air in while we dust, sweep, wash and wax the various surfaces and items in our house.  We organize and clean out our files and important documents. We also take time to collect the items that we haven’t used in more than a year and either donate them to charity, place them on FreeCycle, or toss them out.

All of this cleaning and organizing provides us with a clean home, a sense of accomplishment, gives us some entertainment (when we find things we haven’t seen in a while) and helps us eliminate the clutter that makes us unproductive.  If this is not a perennial ritual in your household, I highly recommend it.

Although the tradition is well entrenched in our society, it doesn’t seem to have been widely extended to cover the digital aspects of our lives.  When you consider it, in these days, many of us store more digital files than we do physical ones.  It only makes sense to consider including our electronic assets in the process.

Recently, we have expanded our spring cleaning to include our email, social media, data storage devices and cloud storage accounts as well as our online store accounts.  I was surprised by the volume of old, useless, and/or duplicate files spread across the various storage media.  I was more surprised by the outdated information contained in many of our accounts.  Some of the information was sensitive and was erroneously stored in non-sensitive containers, which, if compromised, could have led to serious consequences.

This year, I discovered 20-year-old email messages. incorrect address data in online accounts and stale profile information on some social media accounts.  I also found some old digital photos of friends and family that brought back some very fond memories.  

I now have a current inventory of my valuable electronic assets.  I know where all of my important data are located and am certain that they are reasonably secured. I’ve even managed to generate some smiles and laughs in the process.  If you are not applying spring cleaning to your digital life, you have no idea what you’re missing.

Tuesday, April 23, 2013

Do What You Love? Maybe Not.


Many years ago, I was told by a successful musician (who was paraphrasing, of course), “Do what you love and you’ll never work a day in your life.”  I took those words as gospel and tried very hard to turn my passion into work.


I love music.  It’s a significant thread in the fabric of my life.  My father is a musician.  His father was a musician, so you could say that it’s in my blood.  There was a time in my life when I strove to be a professional musician.  It was a very fun, rewarding, and frustrating time in my life, during which I learned many valuable lessons.  The most valuable knowledge I gained during that period is that there’s no more efficient way to kill the passion for something than to make work of it.


From a macro perspective, with my hard-earned experience, it’s easy to see how that famous musician felt the way he did.  He was talented and lucky enough to have the success (and thus, the finances) to pay people to do all the things that are necessary for a stage performer to work.  He didn’t have to pack up and transport his gear.  He didn't have to maintain, repair, tune and tweak his equipment.  He had a Manager to handle all of the business aspects of his work.   That’s not to say that he never did any of these things.  He reached a point of success that his rewards helped him to leave behind and forget the pain of these necessities. What are the chances of becoming so successful?


This is not a cautionary tale, warning against the futility of chasing dreams.  Every person should pursue the things in life that bring them joy.  If you can become successful enough at it to make a living of it, you are very fortunate.  At some point, most of us will realize that while we derive happiness from those activities, they rarely provide us with the financial resources to allow us the freedom to live off them.  When that epiphany comes, don’t be discouraged.  Instead of “doing what you love,” flip the adage on it’s head.


LOVE WHAT YOU DO


While it may not be possible to do what you love for a living, there are things you can do to make your work fulfilling.


Use Your Skills
According to the Society for Human Resource Management, employee engagement is a critical component of overall workplace satisfaction.  When we are “engaged” in our work, we are far more likely to be happy with our jobs.  According to the SHRM 2012 Employee Job Satisfaction and Engagement Survey, the #1 aspect most important to employee job satisfaction is “Opportunities to use skills/abilities.”  This job component ranked 2 points higher than compensation and 1 point higher than job security in their survey.  Content employees realize that it’s important to feel like they are utilizing their personal assets to contribute to the mission of the organization.


Love Your Co-workers
If work was always fun, it would not have been called “work,” it would have been called “fun.”  Performing a job that you don’t love is easy when you’re surrounded by good people.  If you work in a place where you feel connected to your co-workers, your days can seem much shorter.  Considering the fact that full-time workers spend most of their waking moments with co-workers, it’s easy to see the benefits of bonding with them.


Love Where You Work
This one isn't so easy, but it’s not impossible.  Try to find an organization whose mission espouses your values.  If your goals are aligned with the company’s goals, you already have something in common.   Look for a company with a leader who is committed to ensuring that the mission is accomplished daily and is engaged enough to empower the team to be successful.  Seek out organizations where the CEO constantly, consistently, and transparently communicates with the staff.   (Coincidentally, “Communication between employees and senior management” was #4 on SHRM’s list of most important job satisfaction aspects, but that’s a blog post for another time.)


Here’s a good example of someone who loves where she works (HootSuite) and a good tip on using technology in your job search.


If you’re lucky and good enough to do what you love, you deserve the happiness and fulfillment that comes with that.  If not, you can still make your days enjoyable and fulfilling by loving the things that you do.

Thursday, April 4, 2013

The Role of Marketing Analytics in Small Business


With record expenditures in the area of Analytics occurring, and a steep rise predicted over the coming years, “Analytics” has been officially indoctrinated into the “Hall of C-Level Buzzwords.”  Like most buzzwords, there is always some confusion over the actual meaning and its proper place in business.

My career in Information Technology started, in earnest, working as a Systems Integrator for MRP/ERP systems at (mostly) small businesses.  At the time, “ERP” was the latest buzzword and I worked with many clients whose implementations were doomed from the start, simply because their purpose, scope, and capabilities were just not understood by the executives who were dictating their implementation.  Small businesses often lack the resources to withstand failures and delays in such large-scale projects, so it was painful to watch (and more so, to participate in ) some of them.

At the time, IT was still very attached to Finance and was starting to gain a foothold as its own independent group within organizations. The CFO always seemed to be the most interested in technology and typically drove the projects, which, at least in my experience, primarily benefitted Finance.  Today, we’re seeing IT crossing more into the areas of Marketing, which is exactly where the heart of analytics beats.  The history of IT within organizations and the tendency of some C-Level executives to misuse buzzwords and get caught up in sales hyperbole make it important for small businesses to understand what Analytics actually is and can do for them.

Data Analytics isn’t something you can buy and plug into your business and watch run.  It’s  neither a marketing program, nor a panacea for an ailing marketing plan.  It’s a way to connect the dots of information gathered about your customers and prospects to produce a predefined set of information for use by marketers.

The results of an analytics program should be driven by Marketing and there needs to be some predefined goals in order to produce the best results.  Simply handing off volumes of data to analysts to look for trends can be like asking them to stare at the clouds and tell you what animals they see. There should be a concrete plan for what information is expected and how it will be used.  That plan should be clearly communicated to everyone who touches the data.

Data Analytics is not the end of the Marketing Funnel and it’s not the start of the Marketing Plan.  It’s best used to help reshape and guide marketing activities. It is, in effect, a tactical tool employed by smart marketers.  Small businesses need to empower their Marketing Team with these tools, but require them to first  define the use cases in order to ensure success and elicit the best ROI.

Saturday, March 30, 2013

Tuesday, March 26, 2013

Big Data?


There is quite a bit of buzz lately about “Big Data” and what it means to business.  I recently saw an infographic showing how in the past 2 years, more information has been collected and stored than in all prior history.  More companies are reading about this and are collecting more information about customers and prospective customers.

The question every company should ask is, “What are we going to do with this information?”  Too many marketers are gathering loads of customer information without any specific plans for using it.  Pouring information into the Marketing Funnel without a strategy for the output is tantamount to turning on a faucet and letting the water run straight into the sink drain.

It’s very easy to get lost in a sea of data and to spend money trying to make use of old information. Data storage is cheap, so Marketing and IT staff don’t seem to worry about the volume of information being stored, but there are several factors that negate the low price of storage in the overall value of stored data:

1. Relevance: Information Lifecycle and the value of data over time

2. Regulation: existing and evolving privacy and electronic marketing rules and best practices

3. Hygiene: the cost of keeping all of that data clean

Each of these has a cost, which needs to be factored into the overall value of a marketing analytics program.  The establishment and continued use of best practices for each of these factors can help contain the cost of making use of stored data..

Analytics should be considered a marketing expense and should be measured accordingly.   Marketing needs to define goals, for example: x new customers, or x% increase in repeat business, for the analysis team to achieve.  Baseline measurements should be taken and recorded. Metrics need to be defined for these goals and a feedback loop should be applied to the analytics program to be certain that it is producing ROI and the results that are expected by the Marketing team.

Knowing more about your customers is great.  But if you have no idea of how to apply that knowledge to grow your business, it’s wasted information.

Monday, March 18, 2013

It's About People


The title is pretty much a self-evident statement, which can be applied almost universally to anything that involves human beings.  Humans, after all, are the center of everything they do.  This is neither accusatory nor pejorative. It’s simply an observation, based upon the thousands of years of evidence.

In Business Analysis and especially in Information Technology, it’s natural to think in terms of data and/or systems.  In the earlier part of my career, I often made the mistake of looking at a problem, or more accurately, the solution to a problem as being related to information and/or systems.  As I evolved into a manager, I learned very quickly, that these things can indeed be the solution, but more often than not, the problem, and the solution, revolve around people.

I started my corporate path upward by devising technological solutions to automate business processes.  It was my belief (via my IT experience) that any problem could be overcome with the application of technology.  I devised solutions that really only worked around problems, but they were clever and effective enough to catch the attention of Management, who welcomed me into their ranks.

My first critical observation as a Manager was that the people who have systems impressed upon them, typically do not embrace those systems and will, in the absence of fear or oversight, revert to the process, manual or other, with which they are familiar and comfortable.  I challenged myself to find the solution that I ultimately discovered was right in front of me the entire time: people.

UNDERSTAND

The first step to success is to understand why there is a manual or seemingly inefficient process in place.  Observe, ask, and listen.  Just because the person involved answers “That’s the way it’s always been done.” doesn’t mean there isn’t actually a valid reason.   A comprehensive investigation of the process will reveal any legitimate purpose.  In the end, it can be discovered that the existing procedures are indeed the most effective even if they are less efficient.

INVOLVE

If there are people involved, there will probably be some resistance to any change.  Change brings fear of uncertainty,  It’s critical to the implementation to create and share a comprehensive plan for any change that will have a large or wide impact.  If all of the stakeholders (affected people) are aware of the changes, have input into them, and are assured a positive outcome, much of the resistance can be managed.  Again; observe, ask, and listen.  Be receptive to input from all stakeholders, no matter how small.

MANAGE

Post-implementation is where the biggest risk of failure lies.  At this point, the time and money has already been invested in the change and now its success will depend upon the continued adoption of the change.  Once again; observe, ask, and listen.  It can be frustrating when dealing with unfounded fear and emotion if you don’t understand its nature.  

Identify the people who have embraced the change.  They are your champions.  Invest enough time in them to ensure their success. Empower and direct them to be ambassadors to the people who have not accepted the change.

Invest your time and the time of your ambassadors in the people resistant to the change to understand their fears and help them overcome them. Thoroughly investigate any post-implementation objection to the new process and carefully document and review any reported problems. If any gaps are discovered, acknowledge and correct them immediately.  Point out the important role that the people have in identifying problems and refining the process.  Make them aware of their value.

In the end, the lack of acceptance could lead to the need to dismiss certain people, but always weigh the consequences.  If, at some point, the new solution fails in any way, will the organization be able to revert to the prior process if necessary?  Understand the risks involved with removing people from processes and you will see how important they can be.

For any new process implementation, the investment of time in people should always be greater than the investment in technology or processes.

Tuesday, March 12, 2013

Life in 360 Degrees

Perspective is everything. Without it, we experience the world in a virtual vacuum.  Our interactions with our friends, family, colleagues and strangers provide us with points of view that we may not have otherwise been exposed.  Often, we view these things as mere opinion and either discount or ignore them accordingly, especially if they conflict with ours or are critical of us.

Learning to accept and embrace different perspectives, we can better understand others and forge stronger relationships.  More importantly, we can get a clear picture of how others perceive us.  This can be quite a shock, but can lead to self-improvement and personal and professional growth.


AT WORK

To affect positive change in an organization where I served as an Executive, we instituted a “360-Degree Review” process for our Management Team.  These reviews were not linked to compensation.   Our comp program was separated from our annual/regular reviews in order for us to better encourage understanding of value and progress.  The purpose was to afford our leaders 360-degree vision, primarily by increasing self-awareness.

Like some traditional 360-degree feedback systems, ours consisted of multi-directional assessments.  Because of the composition of our organization, we had to make some adjustments to better suit our needs. Top-down reviews were already in place and were less-formal, everyday occurrences.  Bottom-up reviews were to be put in place at a later time.  We implemented the two most difficult aspects of the review process; self and peer reviews.

Sequestered in a conference room, we took turns announcing our own strengths and weaknesses.  As with any review process, the strengths are the easiest to identify and announce.  This moved quickly and without issue.  We each knew our own biggest weaknesses, but it wasn’t until the peer review process began when we started to see how our lesser-developed skills were perceived by the other team members.

There can be a variety of emotions and responses that arise during a session like this.  Surprise, anger, hurt, defensiveness, denial, are all potential hazards, but if your team is honest and solid, this exercise can bring about needed change.  In our case, it took several hours and some diplomacy to get past some of these emotions, but in the end, we were a much stronger team.  I, personally, had a greater respect for my peers and a much better understanding of the areas I needed to improve.

[It’s worth noting that 3 members of that 4-member Executive Team, including this author, are no longer with the organization.  It’s my belief that this review process was the catalyst.]


IN LIFE

Taking this review process home with me was a turning point in my personal life.  I became able to ask for genuine feedback from my friends and family.  More importantly, I was able to receive it.  It dramatically changed the way that I viewed my relationships and allowed me to really see my flaws in a way that allows me to address them (or accept them).

[A good example of taking this type of feedback system from workplace to personal life is personal exit interviews.]

If we are honest with ourselves, we will most likely be able to list all of our shortcomings, so when a friend or loved one points them out, there should be no surprise,  For many people, it’s natural to become defensive, but with practice, we can learn to embrace the candor and view ourselves from a different perspective so that we can better ourselves and strengthen our relationships with others.

Friday, March 8, 2013

Perspective

I woke up this morning...

No, I'm not going to sing a blues song.  Quite the opposite, although I did start the day on a down note, a change of perspective set me on a completely different course.

As I was saying, I woke up this morning, just before sunrise and noted that for the first time in recent memory, there were no clouds in the sky at this time of day.  I was excited to be able to watch the sun rise.   Although my wife and some of my friends probably think I'm crazy, it's actually one of my favorite things to do.   This morning, however, was awfully cold-34 degrees- so I would be watching it from the warmth of my kitchen.

I thought about how a year ago, I was watching the sun rise over Florida.  The temperature was about 30 degrees warmer and I was on my morning walk with Buzz, my German Shorthaired Pointer, looking at this:




I started to feel down about the fact that I was standing in my kitchen instead of outdoors, it was about freezing outside, I was about to watch the sun come up over my neighbor's house rather than a beach, and Buzz was still in bed...MY bed, under the covers, where I could be.

After the sun rose, I logged into Facebook and saw several posts from friends back in New England, who were complaining about having to shovel 10" of snow in order to get to their cars so they could commute to work.  Suddenly, I didn't feel so badly.  I was sitting in my living room, which was now bathed in sunlight, while family and friends were miserably enduring one of the things that caused me to leave New England.

The forecast for Raleigh today is 55 degrees and sunny.  From my new point of view, that makes for a pretty good day.

Wednesday, March 6, 2013

Personal Exit Interviews

Many companies conduct exit interviews with departing employees to gather information that can be used to cover any gaps being created by the departure or to identify potential problems with other employees.   It’s a valuable tool, when used properly, but typically, aside from allowing a disgruntled employee to vent, it’s a one-way process.

Employees leaving a company can derive great value from creating their own exit interviews.  Conducting personal exit interviews with colleagues can assist with building/reinforcing a resume and self-improvement.  

WHERE TO START

If possible, try to set up meetings or calls with direct reports, peers, and your supervisors/boss before you leave.  This will increase your response rate.  Once you are separated from the company, some other employees may perceive you as an outsider or may not be willing to share information with you.   Performing the interviews while still employed may afford you access to other employees with whom you may not be as friendly, which will provide you with very different perspectives.

If you cannot conduct the interviews prior to your departure, you can still extract valuable information from those who are willing to assist you.  If you work in an ideal environment, you will have been receiving this type of honest feedback throughout your tenure, however, it’s unlikely that you work in an ideal environment if you are leaving.  

MAKE IT EASY

You are asking people for their most valuable asset; time.  Be respectful and thankful.  Your request should be clear about what you hope to accomplish and what their participation will require of them.   Set a time limit on the meeting or call.  The amount of time required may depend upon your length of time with the company, but most people can and will give 30 minutes of their time to a colleague.  If you have to encourage participation, do it over coffee or lunch.  Food and drink can be persuasive tools.

Form a standard questionnaire and limit it to 3 to 5 questions.  Short surveys are preferred by those who participate in them.  You’ll be asking for free-text answers, so remember that you may only be asking 5 questions, but the interviewee will need to do some thinking and will have to provide some long answers.   For the best results, you should ask the exact same questions to everyone, however you may find it beneficial to make adjustments to the questions if you find your audience cannot or will not answer them as asked.

WHAT TO ASK

Ask them questions that will help you identify the qualities and accomplishments that they feel represent your best.  This can uncover great additions to your accomplishments list for your resume and will give you an indication of how they may answer questions about your skills and achievements during a reference check.   Make special note of skills or praise for specific projects and echo these to prospective employers.

Temper each question with one that allows your subject to point out any failures and the areas where you need to improve.   It may be wonderful to receive nothing but “back-pats,” but if you do, it’s likely that not everyone is being honest, which will do little to help you improve any weaknesses you may have.  Constructive criticism is a very useful learning tool.

USE THIS SAMPLE  WORKSHEET FOR COLLECTING RESPONSES



BE READY

You may be surprised by what you hear.  Sometimes, our perception of ourselves or a particular situation is not shared with others.   Perspective is one of the goals here, so don’t be hurt or defensive.  Do not respond to any of the answers, even if you feel there is a misperception.  You’re not on trial and you’re leaving the company anyhow, so simply take notes and move along.  You asked for this.  Take it with grace, humility, and dignity.

Your interviewees may feel uncomfortable providing feedback that they consider negative, so assure them that it is part of your goal to identify areas where you need to improve and tasks and projects that you could have handled better.   Knowing these things affords you a starting point for self-improvement, but more importantly, it can present you with a list of projects that you may want to exclude from your list of accomplishments.  This could prove very useful in avoiding uncomfortable or negative situations during reference checks by prospective employers.


FOLLOW UP

You have just received the valuable gifts of someone’s time and insights.  A “Thank You” is in order.  Send a follow-up email, or better, a handwritten note or card, acknowledging any weaknesses or failures pointed out during the interview and thanking the colleague for their candor and assistance.   This is not only an opportunity to express your gratitude.  It’s a chance to right a wrong, change a mis-perception, and better still, to forge a stronger relationship that can help build and reinforce your network as you move on.

If an interviewee points out a failure on your part, perhaps related to a particular project, connect with others involved in that project and ask them specifically if they feel you failed anywhere and/or how you could have done better.   If you have the chance to do so, correct any mistakes you may have made that led to the negative feedback/perception.  This shows that you've acknowledged and validated the interviewee’s opinions and that you’re an upstanding and reasonable person.  It allows you to leave the best possible impression behind and create a positive legacy.


APPLY YOUR INSIGHTS

If all has gone well, you will have conducted at least 3 interviews; one with a direct report (or intern) if you have any, one with a peer, and one with a supervisor/manager.  This will at least give you some perspective in 360 degrees.  If you can conduct more interviews, you will have a far better sample of information to use and a more accurate picture of how you are/have been perceived.  

Apply this information by updating your resume, accomplishments, profiles, and any other personal sales tools you are using to promote yourself.  Reflect upon any areas where you can improve yourself and try to make positive changes accordingly.  As you progress in your career, and your life, you can become more successful by eliminating, minimizing, or simply acknowledging any weaknesses you have and accentuating your strengths.

Tuesday, March 5, 2013

Is The Customer Always Right?

Your answer will greatly depend upon your perspective.  If you work in sales, you will probably have a different view from somebody who works in technical support.  A Call Center Manager and an Accounting Supervisor will most likely provide a different answer, but from a better vantage point, and your understanding of the question, you should be able to see that the answer is both “yes” and “no.”.

Customers take several forms.  If you have an administrative job, your concept of the customer in relation to your duties may not be so clear.  Back-office personnel and administrative staff have customers too.  Those customers are internal staff members.   A customer is someone who receives or consumes a good or service from a vendor or supplier.  With this mind, an IT engineer has customers;  those who utilize the technology services implemented and maintained by him.  Managers also have customers; their direct reports. These staff members use the tools provided by management to perform their duties.  Without these tools, their jobs would go undone and ultimately, the front-line (sales and service) staff will be impacted, affecting their ability to serve their customers; the ones paying the bills.

If you are involved in a sales or service job, the traditional definition of “customer” will be familiar to you.  You’re probably already intimately familiar with the  “Customer is always right” mantra.  It goes without saying that the phrase, taken literally, is untrue.  But the meaning of it is undeniably correct.  The goal of a salesperson or customer service representative can rarely be achieved without customer satisfaction.  

Unsatisfied customers don’t always directly express their unhappiness.  That doesn’t mean that their discontent won’t impact you.  Word-of-mouth becomes increasingly more powerful because of social media and the ubiquity of services like TripAdvisor, Yelp, Angie’s List, etc.  There are people who would prefer not to engage in a confrontational situation that would address their dissatisfaction, but would share their experience and unhappiness with friends and anonymously with millions of web site readers.  The fact that this person will not be a returning customer should also be of great concern.

Internally, in a Manager:Direct Report relationship, these things are also true.  A manager who does not treat his staff (or certain staff members well) or does not provide the tools for success may not receive direct negative feedback out of fear of reprisal, but eventually, there will be a steep price paid.  Lost productivity, staff turnover, and low morale all negatively contribute, directly or indirectly, to a company’s bottom line.  

An IT Manager who does not consider his end-users’ feedback or concerns when implementing technologies is not providing good customer service.  Software and systems that are disliked, not embraced, or are not transparent to the end-user are going to lead to discontent internal customers, who will not have the tools they need (or feel they need) to serve the company’s paying customers.

Customers, internal and external, sometimes do silly and foolish things, like not reading instructions, wanting to pay less than cost, expecting miracles, etc.  These things are a distraction from the important fact that they are still customers.  Without them, there would be no business.  

Every day, we encounter examples of poor customer service, whether it’s the clerk at the supermarket or the technical support person on the telephone.  We know how it feels to be treated poorly, or to feel like our business is unimportant to a company.  The bottom line is that we should always treat all of our customers the way we wish to be treated.  Every customer wants to be treated fairly and equitably.  In that respect, the customer is always right.


SUGGESTED FURTHER READING:

30 Ways to Show Your Customer is Always Right - Entrepreneur.com

Nuts!: Southwest Airlines' Crazy Recipe for Business and Personal Success - by Kevin Freiberg and Jackie Freiberg

The Customer is always right? Wrong! - by Flavio Martins - WinTheCustomer.com

Focusing on the Internal Customer -by Nancy Mobely -  Inc.com