Category Archives: Business Issues (Strategic)

‘…a complaint is a gift’: engaging with customers & stakeholders

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The British are uncomfortable with directness. It’s probably why one of my Saudi friends said he preferred dealing with the Americans and the French because he knew where he stood with them as they said what they meant. We tend to say ‘it was fine’ when asked if we enjoyed an experience or a meal when what we actually mean was ‘I wouldn’t serve it to my cat’. We avoid confrontation, write a bad review on Trip Advisor and congratulate ourselves on doing that and vowing never to return.

It’s also about confidence and I am reminded of the Michael McIntyre skit about the ritual of tasting the wine before accepting it to drink.  Few people have the knowledge or confidence to send it back. Here’s the clip.

Some good friends became so as a result of constructive criticism my wife and I once gave.  We’ve never just said that’s not very good, we’ve always tried to say how we might improve it.  Of course there’s a risk you get thrown out of a place and told you don’t know what you are talking about but by drawing out the positives (an Appreciative Enquiry technique I try to apply when giving feedback) your opinion is usually valued.

And yet if you run a customer focused service business such as a restaurant or hotel you need constructive feedback if you are to improve and Claus Moller got it right when he wrote the excellent book ‘a complaint is a gift’.

trouble in paradise

Having decided on 10 days r & r the last thing on my mind was a bout of constructive criticism.  However the majority of the people we met were so willing and genuine my wife and I felt obligated to spend time with the resort’s management when issues started to arise.

What follows is an edited extract from the letter they asked me for (I’ve removed any reference to names – it would be unfair) after the second meeting we had with the most senior member of the team on duty.

I am as promised documenting the ‘issues’ we’ve had during our stay as a way of hopefully helping you and the rest of your team to build on the solid foundations you have.  So I am going to describe each incident and then give you a few suggestions on behalf of us both as to how we think you might improve:

  • Friday 15th: The morning after check in we changed £300 at the front desk.  We had read on Trip Advisor that guests had been short changed in the past so we adopted a strategy of my wife ordering and me watching.  The amount due was 434 but we were given 430.  And we were asked to sign the receipt BUT were not given a copy until we asked for it.  Needless to say we challenged the person who apologised and gave us the remainder. We brought this issue to the attention of the representative that morning.
  • Sunday 17th: We ate in the upstairs ‘A la carte’ restaurant. We managed to get a booking for 9pm (we were told it was the only slot available). When we arrived it was sparsely populated.  The food was inferior to that served in the buffet and the wine (Spanish house white) was full of sediment.  When I drew it to the attention of the headwaiter his response was a shrug of the shoulders!
  • Tuesday 19th: A few days previous we’d purchased a bottle of Carmenere from the shop nearest to the nightclub. Along with crisps and biscuits it came to 12.50. On Tuesday afternoon I bought another bottle, with crisps, and was charged 13.60.  Again no receipt was offered. We returned to the shop and asked for an explanation: a mistake we were told. We asked to speak to the hotel manager (who was unavailable). Instead we had the pleasure of talking to you and are glad we did.
  • Wednesday 20th: The day of our wedding anniversary was spent in Havana with one of the local taxis. We had a superb day and ate delicious local food with them in the taxi at a spot where the taxi drivers buy food opposite the railway station. We’d booked into the downstairs ‘A la carte’ at 8.30pm and were looking forward to celebrating our anniversary in style. We arrived to find half a dozen guests only and ordered mixed tapas with two lobsters.  The Tapas was tasteless – I tried each and left most of it – and the lobster came coated in cheese accompanied by tinned carrots and peas.  We left without eating more than a mouthful each and went to the main area for dessert hugely disappointed that a special evening had been ruined.
  • Thursday 21st: Since the heavy rain on Tuesday our room had developed a nasty smell in the bathroom. That morning it was worse and we notified reception who promised to send someone down to sort it.  We returned that afternoon at 6pm to find the bath covered in excrement.  To the credit of the duty manager we were immediately relocated though obviously we had to repack and unpack and missed the reception you’d invited us to.

In your defence I should note the following:

The service in the pool bar, the piano bar and the buffet has been good: in the case of Vivian and Adimirys we have nothing but praise for their willingness to go the extra mile to provide exemplary service.

The facilities are good and the rooms perfectly acceptable especially those like 1182, which have been redecorated.

The manner in which you have dealt with our issues has been to your credit.

suggestions for improvement

Ana and I have experience in the hospitality and service industries. We are happy to give you some suggestions in the hope it might help turn what is a good product into a great one:

  1. Make both of the ‘a la carte’ restaurants places people want to go not places you give tickets away for.  How many people actually pay to go again having eaten there once? Stop serving canned vegetables such as carrots and peas and serve fresh food of a standard that is appreciably higher that the buffet.  And please employ staff that are as good if not better than the buffet area.
  2. In the buffet serve good Caribbean food as a permanent option using fresh ingredients: we believe you have a local head chef so serve curried goat and other food from around the region rather than doing themed nights that feature frozen food.  As an example Oriental Night had tasteless Sushi, frozen spring rolls and pasta not noodles.
  3. Staff training:
    1. Yours appears to be a culture where people who are in the front line in the restaurants don’t know how to deal with reasonable comments. For example, early in our stay we watched a Canadian turn up to eat in the same beach ware for breakfast and dinner.  When another guest and his party pointed this out to the duty manager in the buffet he had no idea how to deal with this.  Instead of politely pointing out to the offender that there was a dress code for the restaurant and that perhaps it might be better to sit on the terrace, the comment was ignored and the individual continues to turn up shabbily dressed.  The impact is hugely damaging since the party of 8 whose last night it was left with a very negative impression.
    2. My point: as you have dealt with our issues so should your staff.  Other businesses I have worked with have a weekly meeting where the stories of good and bad experiences are discussed and the favourite story chosen as an indicator of practices to be applauded/improved.  If you want more on this see the way Ritz Carlton uses stories to improve performance or go to www.sparknow.net (the business I used to run) to see how big corporations are changing behaviours and culture using the power of stories.

so what happened as a result?

The management circulated our letter to all heads of department and called a management meeting for the following day to discuss the ideas and suggestions.  Subsequently we received a thank you and the offer of a complimentary stay should we choose to return which one day I am sure we will.

The business takes reviews people write very seriously and to its credit uses them as a discussion topic in management meetings.  I know of other restaurateurs who shake when their smart phone alerts them to a new review as they’ve borne the brunt of unfair criticism in the past.

In today’s world service businesses cannot ignore criticism especially with social media tools available to the dissatisfied customer. They have to be willing to embrace it, be upfront and turn criticism into compliments and turn customers into brand advocates willing to give a more positive slant.

In our case I wouldn’t hesitate to recommend the venue or the way they dealt with our issues (and in fact have in my own Trip Advisor review).

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Importance of KM in Health: the story of Doctor Anwar and making use of what he and others know in Sudan

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Meet Anwar, a Sudanese doctor. Just one of 5 fictional characters created by delegates at the Knowledge Management for Health in Sudan event I spoke at, helped plan and run.

Sudanese Doctor

Anwar

This exercise, Scenarios for the future, was set in 2020 and invited the 80 or so delegates drawn from across the whole of the health industry in Sudan to consider what a day in the life of each character might look like.  This was a new and warmly embraced concept in an environment where my information is my soul and much of the debate about the future takes place against a backdrop of uncertainty and increasing austerity where:

  • 2/3rds of all drugs are purchased ‘out of pocket’ not from health system
  • drugs are proportionately more expensive than in other domains
  • funds from external sources are available to assist with health informatics.

Having settled on a description of each character the delegates who were by this time in groups of 8-10 then set about imagining what their day might look like on January 1st 2020. A vivid imagination is required and was evident in the quality of the stories that were told by each group’s nominated storyteller.

The story of the Health Worker

Ismail’s story – Health Worker

I will in due course and with the organising committee’s permission publish the two ‘winning’ stories; yes we did do voting while the storytellers left the room.

One of Sudan’s leading pharmacists noted in a one:one conversation how important listening was and how difficult a technique this is for many to use when prescribing drugs.

By inviting each of the storytellers to play back the story to each of the other groups it was good to hear them say in the summing up that by the end they really felt they were the character.

 

The previous day I’d invited the delegates to change the way they looked and think about issues and barriers.  Using when you change the way you look at things, the things you look at change exercise conducted in the best breakout rooms I’ve ever worked with, the delegates who are naturally loquacious soon grasped the concept of seeing the room through the lens of different professions.

Breakout room

Breakout room

This change of mindset was important: it allowed the subsequent round table (well round conference room) session that discussed:

‘What are the biggest issues we face in sharing knowledge and information about the health of our nation and how can we overcome them’

I’d invited each delegate to introduce themselves to three people they didn’t know. This worked well and encouraged a very frank discussion. The main issues highlighted were:

  • no systematic collection of information and limited understanding of its value
  • transparency of process (where do the figures go) and credibility of the data
  • lack of human resources to do the collection
  • limited statistical information to undertake scientific research on
  • ownership of data and the whole process – fragmentation
  • accountability to deliver
  • communication/awareness of what each organisation is doing – lots of ‘stuff’ is happening but there is a real risk of duplication of effort e.g. many of the disease control programmes are creating their own informatized information systems

Delegates recognised the tremendous strides being made by the Public Health Institute (one of the event’s sponsors and host of the official dinner) in developing professional public health administration programmes, the creation of a Data Dictionary and the publication of the first Annual Health Performance Review though many bemoaned the lack of official  support for research projects where Sudan has a prominent global position, Mycetoma Research Centre an example.

I came away from reflecting on a discussion I had around the event:

Its all about ‘informization’ – the ability to report from a health centre level with ‘point of sale’ data collected via PDA’s / mobiles as well as computers; about logistics management as a result to ensure supplies get to where they can do the most use.

This can be monitored by the minister, routine reports can be prepared showing which centre reported, which district has complete reporting, which state has complete and timely reporting and % of stock outs of basic drugs or vaccines etc.

And inspired by many of the presentations I’d seen on the morning of the second day from University of Khartoum’s research centre and of course the Public Health Institute who are reaching out to try and create greater awareness through public forum, newsletter and other events.

Perhaps the presentation that struck the biggest chord was from EpiLab
who have achieved impressive results in helping to reduce the incidence of TB and Asthma and whose research and community communication techniques are highly innovative. I loved the cartoons they developed on how to self treat and prevent the incidence of illnesses which were drawn up BY the local communities.  Their pictures and their words are published as guides for the nation and I know they will make them available so I can share them in future blogs.

It was an honour, a challenge but nevertheless great fun enhanced by the warmth of the welcome and a genuine sense of appreciation. Sudan’s people are among the most engaging and intelligent I’ve met. One anecdote from a conversation with a young professional in the communications business illustrates their dilemma:

‘…of the 95 people who graduated in my year a few years back 90 are now working overseas, the majority in highly paid good positions…’

In my address I acknowledged the support I’d had from many people in preparing for the event. They were: Ahmed Mohammed, Dr Alim Khan, Dr Anshu Banerjee, Ana Neves, Andrew Curry, Archana Shah, Chris Collison, David Gurteen, Dr Gada Kadoda, Dr Ehsanullah Tarin, Dr Madelyn Blair, Sofia Layton, Steven Uggowitzer, Victoria Ward

why should Sudan’s health industry embrace Knowledge Management?

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A few month’s back during a Skype call with Dr Gada Kadoda a Professor at University of Khartoum she told me: ‘at last year’s KMCA Sudan many of the health industry delegates who attended expressed an interest in understanding what knowledge management might do for them. How might we do that?’.

Gada is one of those special people who when they pose a question you feel compelled to answer it. Which is why in a week’s time I am going to be back in Khartoum to participate in a two day Workshop on Knowledge Management for Health Care in Sudan.

Knowledge management in health is not new. The NHS Modernisation Agency was one of the early adopters and used a lot of Chris Collison’s thinking from Learning to Fly to build a pretty effective knowledge management operation with one of the first Chief Knowledge Officers in charge of it. Sudan’s health industry does not (yet) practice km in any formal manner so as part of the research for my presentation and the sessions I am facilitating I asked some of the actors in the NHS km story to reflect on more than a decade.  Here’s what they said (names omitted):

I have said on several occasions that when you multiply the number of employees by the years of professional learning,  the NHS is the world’s most knowledgeable organisation.  Or it should be.  With better networking, more curiosity, joined-up systems, a culture of improvement and leaders who value national above parochial, it would live up to its potential.

What I have seen is wonderful pockets of excellence – hospitals with a determination to improve, a passion for learning, and a curiosity which can even transfer lessons learned from Formula One pit teams to the operating theatres of children’s hospitals.  Pockets of excellence indeed, but in threadbare trousers.

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The idea of KM in that particular agency of the Department of Health was to ensure that the knowledge produced by one team (silo) would reach other teams (silos), that the whole organisation had a sense of who knew what, and that we could reuse knowledge across the Service.

We had a team of people and a CKO…a CoP with members from all different teams in the organisation; knowledge audit and SNA that involved quite a few people across the org and which changed the way they perceived the work of the KM team. Yet …our work became too focused on documents and content creation disguised as gathering of lessons learned.

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In my regular interactions with physicians in the NHS, a key frustration has always been the flow of information between doctors and commissioners. Differing agendas, treating patients vs cost-effectiveness, cause breakdown in communication. The problem usually arises from the discrepancies between the notion of an ideal patient and the realities of people walking into the clinic. Pharma is not particularly helpful in addressing this through the research conducted, however the shift in emphasis to real world data by health technology bodies such as NICE is creating a cultural shift in the sector.

A great story of information exchange relates to a melanoma patient who was being treated in London. The patient was a successful business man so he continued with his work. He was treated with a very new drug and experienced severe side effects while on a business trip in Switzerland ending up at a hospital there. Mismanagement of this drug’s side-effects can result in death. The Swiss physicians had never used the drug before, and most were not even aware of its existence as it is a specialist therapy. However, there was extensive global information exchange driven by the company, which meant that as soon as they saw the patient card which all patients on the drug were advised to keep on their person, the Swiss physicians were able to access a database of information and a 24 hour network of world experts in the condition. Luckily for the patient the KM network worked thereby saving his life.

The shift towards greater use of data and increased use of technology (from other industries) is where I hope much of the Khartoum health discussion goes. One of the leaders in Health Information Systems shared this quote:

‘In the next ten years, medicine will be more affected by data science than biology.’

Mobile & Internet penetration in Africa

Mobile & Internet penetration in Africa

Today’s Economist article on the use of mobile technology in Africa is a timely reminder of the strides being made on that continent and how widespread adoption will present huge opportunities as well as challenges for the health industry there.

I am also  going to share this clip from Grey’s Anatomy (US TV drama) about the use of Twitter in an operating theatre. Though fictitious it gives as good an illustration as any I’ve seen about the potential benefits of using mobile technology to share knowledge and mobilise a global community in the same was as the story of the melanoma patient above does.

As the F1 season is nearly upon us I was really struck by this clip from the BBC which shows how the Maclaren F1 Team’s driver and car monitoring system is being adapted/used in a children’s hospital in Birmingham.

And yet for the Sudan health system to adopt some of these technologies (against a backdrop of isolation) there has to be a huge mindshift. I recall with chilling clarity a phrase uttered by a health professional at KMCA Khartoum last year in response to a question I posed as to the barriers to the sharing of knowledge: ‘my information is my soul’.

In an environment where:

  • sharing of information (let alone knowledge) can have serious consequences
  • admitting a lack of current knowledge can cause a loss of face and prestige
  • continuing medical education is not a core requirement for the right to practice
  • the major drug companies have no presence and sell via distribution channels
  • the physician is beyond reproach

we have our work cut out if we are to get positive outcomes from the event.  Its an exciting prospect.

 

knowledge management is dead but it won’t lie down: a 10 year review of a KIM initiative

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In the past few months I’ve heard talk of a resurgence in knowledge management.  km conferences are once again burgeoning; the UK’s Civil Service now has knowledge & information management as one of 22 recognised professions; last week while in Portugal I learned that the legal industry is now km aware; and many of my peers in the industry are finding themselves busier than ever providing advice to help organisations set up km initiatives across the globe.

One downside of providing external advice and assistance to organisations is that you are not always around to see the outcomes of your work especially when its  knowledge and information management related.  Occasionally you get the chance to get back under the covers and see how clients have implemented km style tools and techniques.

back under the covers

Such an opportunity took place at the end of December when I went back to the 7th largest global reinsurance broker (BMS) to see Phil Hill the Chief Information Officer I first worked alongside in 2001.

Reinsurance brokers are arbitrageurs: they place risk on behalf of large global organisations. They use knowledge of a client’s specific needs and apply that to find the best market to take the risk. They must know about clients and markets and manage relationships in both.

At the turn of the Millennium BMS was a top ten broker with aspirations to grow internationally and make better use of the combined knowledge of its dozen or so operating entities. It was dipping its toe into the document, records and information management waters and attempting to provide a technological backbone to support a growing demand for relevant and timely information. It had a very embryonic intranet.

Today BMS has broadened its business focus; it has expanded beyond reinsurance into underwriting working with a number of trusted partners. And it has focused much of its activity on building US based business development and transactional processing capability.  Seamless connectivity and access to internal and external information on clients, markets and BMS’ own resources are support prerequisites.

So how has it managed this transition and what are the significant milestones in its journey that has seen it become one of the most admired and technologically advanced practitioners in the market? One that is:

  • at the forefront of electronic placement; is regularly up for awards for innovation;
  • whose CIO Phil is a frequent and sought after speaker and panellist on industry platforms?

BMS is now an institution where joiners get a preloaded iPad with 24×7 access to the latest global and internal information as well as the ‘big data’ (catastrophe modelling in BMS’ case) that has become must have software in the insurance/reinsurance industry.

a decade reviewed

In the 2001 knowledge and information audit I conducted I noted that:

  • More than 60% of all items saved on the common H drive had been put in the ‘miscellaneous’ folder; there was no common terminology about how documents were to be named or catalogued; and no central place to find information on markets and clients.
  • As was common around that time there was limited collaboration between the various businesses and as a result potential for pursuing the same clients.
  • New joiners relied on traditional role shadowing and a tour of the building (s) to get up to speed.
  • BMS was spread out across a couple of locations and on different floors in a building at Aldgate which discouraged informal interactions.
  • Recognition of the concept of critical knowledge assets was a long way off and the words knowledge management dismissed as being jargon.  Busy people at the business end had no real interest in filing documents let alone thinking about how they might be reused; even in 2001 everyone expected the system to do it for them and the idea of ‘drag and drop’ from one platform to another was still in its infancy.

The shocking events of 9/11 in the US provided the ‘burning platform’ moment for a change in attitudes. Everyone wanted up to date consolidated news and opinion. The Intranet, website and content management system were approved as a combined project and with my assistance the newly formed Marketing & Communications (Marcoms) Team set about creating BMS Today and building up a cadre of volunteers willing to help identify the critical knowledge and information that should be captured and stored.

A definition or aim for the system emerged:

adopting a publish once use many basis provide a one screen view of activity with clients and the markets in which they operate and a central hub for knowledge and information on the organisation and its operations.

Here’s what BMS Today eventually became:

Intranet Home Page

Corporate Calendar

Though at the cutting edge of intranets BMS Today was not enough. The Marcoms team needed to go further to encourage knowledge sharing so concurrent with a relocation to One America Sq they began a series of Learn@Lunch and Breakfast Briefings aimed at showcasing different aspects of the business.

Still collaboration was a distant objective though the move to One America Square in 2008 did throw up an interesting opportunity to introduce social media.  One of the team (who been enrolled on a journalist programme) was deployed among the builders and fitters on site to provide a regular ‘blog from the battlements’.  Widely read at the time it provided an insight into life at the soon to be occupied premises and a metaphorical bridge to help people acclimate to the new surroundings.

One America Square enabled BMS to plan collaborative physical spaces in which to hold breakfast briefings and learn@lunch sessions. There was a lot of discussion about the efficacy of such a space.  ‘Connexions’ as it became known was a hub for meetings and with a business lounge in close proximity it enabled serendipitous meetings at the coffee machine (and water cooler) to continue in a relaxed but more formal setting.Connexions 600x400

And of course the best coffee, subsidized snacks and rapid internet access were made available to encourage traffic to the site and make external visitors feel welcome.

changing focus & new technologies

A change of focus combined with the arrival of disruptive technology proved a challenge and an opportunity. The broking teams needed improved access to information on the move and an easy way to demonstrate the modelling systems that enable risk to be better evaluated. But technology costs and the benefits of investment are not always easy to quantify. So CIO Phil (aided and abetted by Philip Gibson of Sparknow) used a traditional storytelling technique and the idea of developing a set of personae as a way of illustrating what BMS’ world might look like in a few years time if some technological improvements were introduced. Here’s an extract from one of the scenarios:

Jade Thompson is 35 and has worked in the London Market for 14 years. She has agreed to join BMS as a senior underwriter, moving on from one of the big managing agents. She wants to work for a company that really supports her initiative and drive – not one that swaddles her in red tape.

The week before Jade joins, she receives at home via courier a package from BMS.

Inside she finds an iPad, with a BMS logo with the slogan: “Using clever technology”. There’s also an iPhone, also with a BMS logo and her name.

She reads the attached note, welcoming her to BMS and giving her the logon and password information she needs to use the equipment. “Wow!” she says to herself, “this is great – they really know how to make you feel special.” Jade switches on the iPad and logs on as instructed. There‘s an icon on the first screen, “Welcome”. Touching the icon starts a video of the CEO welcoming her to the company. Various members of the board and HR provide insights into BMS and what she might expect in her first few days.

There is also a pointer to other information on the iPad, such as all aspects of the induction procedure including health and safety. Thrilling, she thinks to herself…

This scenario has come to fruition thanks to the investment in technology (in this case iPads) made by the BMS board which has continued to support further development on BMS Today and a decade on, this is where many of the ideas and initiatives outlined above merge.

BMS Box Office Soon all 9 BMS offices will be able to log into the new intranet irrespective of domicile. It will meet the original aim of providing a one screen view of all activity with a client as well as providing real time access to the latest social media applications and real time information.

Submission to the corporate document storage system is a simple drag and drop process that recognises and acknowledges peoples preference for an Outlook Mail style filing BMS Searchstructure. ‘Stuff’ can be easily located via a search engine that accesses all operating systems via iPads which permit electronic placement.

 

takeaways

The team and I drew on techniques found in business development, communications, marketing, information and project management, engagement, facilitation as well as knowledge management to provide an infrastructure and ways of working that formed a backdrop to the continued expansion and development of the business.

Many who work in the knowledge & information arena would recognise most of the above activities, its what they do on a regular basis.  Yet at no point during the years I worked alongside the team at BMS was km used as a phrase or established as a discipline.

That a decade on BMS is thriving is an illustration that km by any name takes time but has value.

And finally by way of acknowledgement I should mention the names of those people with whom I worked most closely during my time as Advisor.  They were from BMS: Phil Hill, CIO; Roger Cooper, COO; Jeff Martin, Director; Anne-Marie Hawtin, Manager; and John Spencer Former CEO. From Intranet Focus: Martin White, CEO.

“four legs bad two legs better”: when people leave they take their knowledge with them…

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One of the big topics that comes up time and again in conversations with businesses is how to handle the loss of knowledge when people leave or get relocated. I took these notes during an interview a couple of months back with a former CEO about how he felt having exited the business after 8 years at the helm:

Too often an outgoing official feels let down by the process: using an analogy from Animal Farm, he described the environment in the aftermath of his departure as being ‘four legs bad two legs better’. The new team had little interest in understanding how decisions had been reached and maintaining the networks he considered it vital to maintain.

I remember reading Animal Farm a couple of times: the pigs take control and the mantra changes from ‘four legs good, two legs bad’ to ‘four legs good, two legs better’ as they adopt the practices of the old regime they’d previously rubbished.  It was a vivid illustration of how damaging a process leaving a business can be.

It’s not just about suddenly making provision to capture knowledge for people about to leave. Effective knowledge retention starts when a new member of staff joins: they bring fresh ideas and in many cases experiences that can be valuable additions to an organization’s corporate memory. It continues throughout their tenure (when they are involved in projects, have to make decisions, handle difficult situations, engage with stakeholders, develop policy, etc) and beyond – when they leave to become part of the alumni network.

As part of my ongoing association with Sparknow we are going to be running a knowledge retention masterclass in Singapore. To find out more about that and look at the latest blog on this subject posted today on Sparknow’s site please go to ‘knowledge retention in Asia’

It promises to be an exciting few months.