Saturday, January 4, 2020

Why/When to Use Consultants/Designers


With so many products available out there for collaboration and huddle spaces that could be considered “off the shelf” one would have to ask themselves why a consultant and/or design engineer needs to be in the mix at all. In this article I will discuss some of the considerations a design engineer and consultant take when working together so solve the collaboration conundrum for their customers.

I attended a sales training this week with some friends and the topic was something like “Asking Dumb Questions.” The gist was that to provide solutions to clients, salespeople must be able to simply ask, “why do you do things this way?” I stayed quiet since I was a guest in the session, but my thought was the training was way too simplistic for my taste and in my estimation, for the other attendees. This training was being delivered to a team of salespeople who solve multi-million-dollar problems on a regular basis and if they needed to be told to dumb things down, there are worse problems afoot than a need to teach them to play dumb. I say this because I believe the more important lesson is one that is contrary to this and one that Henry Ford uncovered for us. He stated something to the effect of: If I delivered what the customer asked for, all I would make is faster horses. Henry Ford knew that he could deliver services and products far beyond what his customers could imagine and that is what they needed. That is where consultants and designers for AV/IT come into play for collaborative systems. Sometimes customers don’t know what they don’t know and the consultant’s (consultative salesperson’s) job is teach them to dream bigger.

When looking at a potential collaborative communications space a designer must understand first how the space is intended to be used and how it is currently used (maybe that training I attended address this part). This is sometimes best done with a covert study (watching the user when they don’t know they are being watched.) This study should be done while keeping in mind the Hawthorne Effect (anything studied changes its behavior). It is best to do the study when the subject does not know it is being studied so as to not affect the outcome. Here is where I believe designers and consultants (consultative sales people) can take it farther, the next step is to gather data and provide analysis on how the space is intended to be used. This includes facilitated discussions and stakeholder meetings. It also includes setting expectations, teaching some lessons on what can be done and a complete understanding of the business. AV/IT design consultants need to be a hybrid of business professionals and technologists (taking it FAR beyond “asking dumb questions”. A lot of times it is best to have these types of specification and analysis done by a third party who can delineate between what is needed and what is wanted and what is possible. This is where INTELLIGENT questions come into play where a knowledgeable person asks questions that allow the study to take a direction that allows them to solve complex problems that are based on explicit and implicit needs as well as ones that delve much deeper into the space, technology and the business model.

An AV/IT design consultant knows more about human factors, usage models, technology, technology implementation and several other details than the typical IT support person or a standard IT integrator. Having an IT integrator to simply hang an interactive display on the wall and running wires is already taking them outside their core competencies. There is so much more to creating truly collaborative environments. A consultant and design engineer look at the usage models, technologies, business models, social aspects and business policies to begin to develop a system that will enable full collaboration.

Even with just looking at human factors Design Consultants and Engineers determine the proper viewing angles to make sure every participant will see the screen from every seat. With a proper design, the least favorable seat in the room and the closest seat in the room will be able to view the content in a comfortable way without creating viewer fatigue is a simple answer to why one should use a consultant or designer, but there is so much more.


When you look at the list to the right, you can see that there are so many considerations to be taken when designing a full collaborative space, you can see that there is so much more to collaborative systems than “off the shelf” can do. I jokingly say that a consultant is someone who borrows your watch to charge you to tell you what time it is. In all seriousness, consultants and consultative sales people take all of their knowledge and experience and solve your problems with the appropriate resources. As Henry Ford taught, they may even solve problems you didn’t even know you had.

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