WEBVTT

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This file was generated by Descript 

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CJ: We're live,

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Duke: Okay.

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CJ: not live currently,
just, you know, recording.

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Duke: Oh, Someday we'll get this smooth.

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Someday after we're past our
hundredth episode, hopefully.

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Carleen: This is where we start to
hear Robert talking about, um, who,

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who has access to what, and who

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Duke: Oh,

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Carleen: Woohoo.

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Duke: no.

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That was, that was then we put, we put
after, after we put the before, after

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like that scene from space balls, you're
looking at now, but what about then?

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We missed it just now.

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Ah, okay.

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Well, we're live.

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And what are we talking about today?

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. CJ: All right, Duke.

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Today, we're going to talk about
managing customer expectations.

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Duke: It sounds like a lot of fun.

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Sounds also very handy.

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CJ: Oh, let me tell you, I think it's
something that we all need to know.

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, and I think, you get better at it, the
more experience you have in the ecosystem.

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But even if you have a lot of experience
in the ecosystem, there can still be some

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instances where things don't go your way.

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Duke: Oh, for sure.

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, and since I don't want people to just take
advice from me, a dummy, we brought in

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some hired guns for this episode, didn't

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CJ: Oh yeah!

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Oh yeah!

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Who we got, dude?

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Duke: We got Carleen Carter.

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It's still Carter, right?

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I was like, which last name do I use?

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Carleen: Well, formerly Carleen Greenlee.

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I made a name and now
I am, , Carleen Carter.

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That's my married name.

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So I always thought I did not want to
change my name from Carleen Greenlee

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because I felt like the double E's
everywhere just kind of flowed so well.

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But then I met my  future husband
and Car Car sounds pretty nice.

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Duke: car.

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Carleen: Yeah,

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CJ: Nice.

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Duke: That's funny.

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Carleen: work with that.

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CJ: So Carleen is, , very special,
, because she is our first CMA that

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we've had , , on the pod, I do believe.

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Carleen: I'm the only one.

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CJ: I

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Carleen: Or so far, I guess I'm

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Duke: Yeah, so far.

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, but also, , one of the
first CMAs ever, right?

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CJ: absolutely.

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Carleen: Yes, I was in the pilot
cohort in 2019 with 24 other folks.

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Duke: been like a CMA for longer than
some people have been in the game.

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Carleen: Oh, a little bit , I guess so.

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CJ: that sounds groundbreaking.

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So tell us a little bit about the pilot
actually, before we get into the meat

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of talking about customer expectations.

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I think , tell us a little
bit about the CMA pilot.

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That's kind of unique.

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Carleen: Well, actually that
is kind of about managing

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customer expectations, so in this

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CJ: Oh yeah.

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Carleen: the cohort, all of the
attendees, were the customers.

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ServiceNow was the, , service
deliverer, and they were just starting

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to figure out that they wanted to
have these elite certifications that

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are different than just, , something
like a, CSA system administrator or.

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A CAD application developer that
are, , exams that you go and you

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take somewhere or you do with all
the cameras facing you at your home.

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,  , both the certified master architect
and certified technical architect,

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our cohort based programs.

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So you meet with your cohort every
week and you get a presentation

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from one of your other cohort
members or from ServiceNow and,

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.
I think CTA is 3 months
long , and CMA is 6 months long.

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And at the end of both of them, you
do a present one or more presentations

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to a board of your peers that have
already graduated from the program.

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, and so it's, it's definitely
different than, just taking a

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multiple choice test by which.

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there's nothing to snuff about there

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Duke: we know.

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Yeah.

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CJ: Absolutely.

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Carleen: but since I was in the pilot
cohort and as you can imagine for the,

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top CMA that they invited several people
who have been in the ecosystem for a while

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and probably had pretty high expectations.

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And they're also trying to develop
the program at the same time.

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We were all very, very opinionated and not
afraid to share our opinions in that and

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, Julian Mills was running it at that point.

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And God bless him.

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I think he rolled his eyes at us so
many times, but it's really, really

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awesome to see where those two programs
have, , what they've evolved into.

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, they're not that different from
before, but they've, they're

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learning things, every new cohort
and making changes along the way.

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So that's great.

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CJ: No, that's awesome.

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So now that you've been a
CMA for, did I hear it right?

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Five years?

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Was it?

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Carleen: Yeah.

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2019.

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CJ: Yeah.

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So now that you've been a CMA for about
five years, tell us how that skillset

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helps, , when you're
dealing with your customers.

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Carleen: Yeah.

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So the CMA is really.

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Meant take a much higher level
outlook on an entire project.

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They really are responsible
for the success of.

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Everything from end to end, and that
includes things like governance and,

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, organizational change management.

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, and they may lean on additional
resources for some of that really deep.

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Technical expertise, but a lot
of the also have deep technical

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expertise in certain domains as well.

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, but they're really.

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Responsible for , making sure that
all of the elements work together.

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and that we're doing the right thing
for the customer, not just to get to

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that go live day, but also  that the
customer is still going to be happy with

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what they have in 3 months, 6 months.

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In 3 years now, there may be some
additional projects in between

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now, and the end of 3 years, but,
the customer's not doing anything.

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That's going to trip them up and not
be able to be happy at the end of

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those 3 years or even beyond that.

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CJ: That's a good segue for actually,
, getting to the meat of this episode,

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which is managing customer expectations.

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Right?

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And so one of the things that you just
said that really took me back, right?

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Is that, doing the right thing for the
long term health , of the customer.

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? And , how that can sometimes put you
At opposite ends with the customer

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when they're focusing, maybe something
short term or focusing on a thing that

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might necessarily be best, practice.

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And that, you know, 6 months a
year down the line is just going

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to create a whole lot of tech debt
for them that they won't be able to

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necessarily build their way out of.

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Carleen: company, we are a product
company that has apps in the store.

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So our scope is much smaller, but.

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The overall outlook is the same.

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not only do we want to make sure that
we're doing things that are best practice

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from a ServiceNow platform perspective,
we also need to, have an eye on our own

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roadmap and making sure that we're not
doing something that the, customer, , Is

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not going to be happy with, , when
our next store app release comes out

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and we've got a bunch of new features.

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, and so I think that understanding
where they're coming from, because

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they don't understand any of that.

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Anything that I just said, they understand
. where they're doing this today, whatever

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this, the scope is of, the, , the
project where they're doing this today

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and the capabilities of that thing.

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And I'm specifically not
saying that application

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because sometimes it's Excel or

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CJ: Hey.

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Carleen: paper or, , some other.

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, thing that's not, we're not like taking
it from one piece of software and putting

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it into another piece of software.

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And that's really, , that's
what they know.

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That's what their context is.

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That's where their
requirements are coming from.

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That's where their pain points are.

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And so they don't necessarily know
that's something that they're asking for.

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could potentially hurt
them in the long term.

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And so you have to, to navigate that
and try to help them understand,

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because,, a lot of times the people
that you're working with that these

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requirements  for, are not, developers.

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They're not.

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a little bit different than within ITSM,
but sometimes, , if you're working in HRSD

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or in customer support, they're not even
necessarily people that work on systems

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and configuring systems all the time.

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Yeah,

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Duke: of harm, like this
could be harmful for you.

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, I'm finding that the new
people that I'm mentoring.

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need to understand that they're not even
going to give you exact requirements.

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Right?

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So I'm teaching, I'm teaching
classes on queries right now and,

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you teaching them to recognize the
difference and opportunities in

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terms of like using, , say relative.

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When you're making a query for
dates, . , most of them want to put

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in hard code dates and I'm like, you
got to use this relative operator.

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, but the client won't tell you that that's
the way it should be built because they're

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not service now people a lot of the times.

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And so you've got to  role
play it in your head.

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Right.

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But long before they ask you for
something that will damage them, they

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will ask for something that is just
not expressed in a service now way.

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And it's, that's on you.

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Like , you've got to
bridge that gap for them.

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That's not a them problem.

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Carleen: Exactly.

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I won't say they're never, never
say never, but at this point in

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the project, they are likely not
speaking in ServiceNow terms.

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, Even if they have maybe used other
pieces of ServiceNow, especially as a

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requester side, they're still not going
to likely be speaking in ServiceNow terms.

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When I do my like introductions at the
very, very beginning of the project.

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for years I've been saying, I'm in
charge of ensuring that what we're

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delivering to you is scalable,
maintainable, upgradable, all the ables.

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We want, we want this to be
a long term success for you.

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And so like, I like planting
those seeds very, very early.

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Cause that means like, they don't know
it, but they, that means sometimes

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that I'm going to be pushing back
on something that you're asking for.

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Not because I don't want to do it,
but because there might actually

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be a more efficient technical way
to do it or something that is, just

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better for the long term success.

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Cause I think you're right.

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Robert is, they're going to say,
well, I need a report that goes

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from, , October 1st to October 31st.

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And you kind of have to turn around
and go, okay, so are you actually

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asking for a report for the last
month and that whatever month I'm in,

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which currently we're in November.

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When I flip over to December, are
you expecting that report to then

00:12:37.490 --> 00:12:42.520
reflect November or still stay
stuck on October 1st through October

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31st, 2023, for in perpetuity?

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Duke: Yeah fixed dates
versus variable dates right.

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Carleen: hmm.

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CJ: ensuring the long term,
health of the platform, right?

00:13:03.264 --> 00:13:06.698
And sometimes that means saving the
customer for themselves, either because

00:13:06.778 --> 00:13:10.018
They have enough knowledge or because
the knowledge that they have , is

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knowledge that would get them in trouble.

00:13:11.718 --> 00:13:15.028
. And I think ultimately, like when
you're an architect, you look at

00:13:15.028 --> 00:13:16.858
the project from that level, right?

00:13:16.858 --> 00:13:20.328
It's like, what's going to be
the sustainable and successful

00:13:20.328 --> 00:13:23.748
way for us to manage instance
going into the future versus.

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Here's six stories.

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Let me just go ahead and build them out.

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Carleen: The old can does not equal should

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CJ: Yes.

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Yes, absolutely.

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And that's so relevant in service too.

00:13:33.638 --> 00:13:33.868
Right?

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Because how often can you actually
say no, the platform cannot do this,

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Carleen: Not very often, although I do
try to craft certain things like, well,

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the platform doesn't really support that
interface right now, or, that's even

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a little bit like more on the no side
or, , the cannot side, but, , that feature

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that you're asking for is , we've heard
that it's coming in the next release.

00:14:00.894 --> 00:14:04.494
And is it critical that you have that now?

00:14:04.804 --> 00:14:10.954
Or could we wait until the next release
and then you get a non custom version

00:14:10.984 --> 00:14:16.184
of it so that it's not something
that you own forever um, and have to

00:14:16.184 --> 00:14:19.614
maintain forever because you don't
want to add things to your plate.

00:14:20.305 --> 00:14:42.749
CJ: Yeah.

00:14:45.414 --> 00:14:46.144
Duke: your money kid?

00:14:46.501 --> 00:14:48.571
I mean, have you guys ever been on
a project where you got like,  how

00:14:48.571 --> 00:14:52.901
should we say a very enthusiastic VA
and the customer will be well, we're

00:14:52.901 --> 00:14:55.601
wondering if the, if the application
could do this and they're so stoked

00:14:55.611 --> 00:14:58.541
to be on service now, they're like,
yeah, of course it can, yeah, yeah.

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But then , they don't counterbalance
with the, , if we stop right here

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with what you're previously told
us to do and spend a month on this.

00:15:06.376 --> 00:15:08.166
Yes, we can get that result for you.

00:15:08.319 --> 00:15:11.459
, and so I guess just going back to
the theme of managing expectations

00:15:11.499 --> 00:15:14.893
is real clear with your yeses

00:15:15.296 --> 00:15:15.726
Carleen: Yeah.

00:15:15.936 --> 00:15:17.736
Duke: and then add conditions to them.

00:15:17.789 --> 00:15:18.509
very quickly.

00:15:18.956 --> 00:15:22.060
yes, under these
conditions, we can do that.

00:15:22.248 --> 00:15:23.691
CJ: yeah, I actually know what you mean.

00:15:23.805 --> 00:15:25.295
, I've been guilty of this, right?

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Like when I

00:15:25.785 --> 00:15:29.055
first started  in the service now
ecosystem, right, I was a customer

00:15:29.065 --> 00:15:33.065
and , , just getting used to the
platform and using the platform coming

00:15:33.065 --> 00:15:37.645
from, the previous platform Which
is, , BMC, , magic, , and , going

00:15:37.645 --> 00:15:40.565
out and talking to everyone else
in the company about it, right?

00:15:40.921 --> 00:15:44.411
Once ServiceNow enters your
enterprise, you kind of become , the

00:15:44.421 --> 00:15:46.271
chief, , ServiceNow evangelist,

00:15:46.551 --> 00:15:46.701
right?

00:15:46.776 --> 00:15:47.126
Duke: Yeah.

00:15:49.951 --> 00:15:51.701
CJ: I'm going around like
group to group, right?

00:15:51.701 --> 00:15:54.031
Like in, in selling and showing
people the thing and they're

00:15:54.201 --> 00:15:55.481
throwing out all these use cases.

00:15:55.481 --> 00:15:56.701
I'm like, yeah, we could do that.

00:15:56.791 --> 00:15:58.011
Of course we can do that.

00:15:58.151 --> 00:15:58.621
Yeah.

00:15:58.841 --> 00:15:59.401
Yeah.

00:15:59.581 --> 00:16:00.301
You know,

00:16:00.941 --> 00:16:03.631
Duke: Oh, I heard this one is a
feature that you think is cool, too.

00:16:03.641 --> 00:16:07.531
Like, not just them, but you think it's
like, oh, yeah, we totally can do that.

00:16:07.541 --> 00:16:08.851
It would be so awesome.

00:16:09.596 --> 00:16:12.276
Carleen: Or something that
you've had a recent success in.

00:16:12.686 --> 00:16:17.816
Like, you know, me right now, 15
plus years into my ServiceNow career,

00:16:18.046 --> 00:16:20.636
I'm just getting into UI Builder.

00:16:20.636 --> 00:16:22.746
And it is, like a completely
different language.

00:16:22.756 --> 00:16:30.096
But every time I get one component to
work, I start telling everybody about it.

00:16:30.096 --> 00:16:34.030
Because I'm so excited , that I was
able to achieve a little bit of success.

00:16:34.140 --> 00:16:39.446
And then of course, building a new
interface, a new workspace or portal

00:16:39.446 --> 00:16:43.420
evens, because you can do that in
UIB, is not a small amount of effort.

00:16:43.880 --> 00:16:46.120
And you really have to approach it.

00:16:46.585 --> 00:16:50.601
With more vigor than just, right
click, personalize, or not even

00:16:50.761 --> 00:16:53.261
personalize, configure form layout.

00:16:53.561 --> 00:16:55.931
Personalize was what it
was like back in 2009.

00:16:57.381 --> 00:17:01.321
Right, right click, configure form
layout or form design, and then

00:17:01.321 --> 00:17:02.481
you're like, oh, I need a new field.

00:17:02.481 --> 00:17:05.531
Let me just throw it on there, and then
it, boop, it's already on your form.

00:17:06.101 --> 00:17:11.216
And doing things like that in UI Builder
take a little bit more A not just a

00:17:11.216 --> 00:17:16.456
little bit, some definitely more effort to
achieve than just right click configure.

00:17:16.456 --> 00:17:17.126
Mm hmm,

00:17:17.715 --> 00:17:20.295
Duke: was kind of wondering if we
could maybe talk about, like, how

00:17:20.305 --> 00:17:22.115
do expectations get out of whack?

00:17:22.315 --> 00:17:25.165
there's at the start when it's like,
okay, I'm not a service now person.

00:17:25.165 --> 00:17:29.265
So I'm clearly not going to explain
this to you in a service now way and

00:17:29.265 --> 00:17:31.135
therefore get into my head and role play.

00:17:31.440 --> 00:17:35.970
Me, but even the best of us have
been on, which would be YouTube.

00:17:36.250 --> 00:17:39.610
Uh, even the best of us have been on
projects where it's like, everything's

00:17:39.610 --> 00:17:43.150
going well,  we have a clear understanding
that we're doing X, Y, and Z.

00:17:43.150 --> 00:17:44.830
And then you show up to
the meeting to show it off.

00:17:44.870 --> 00:17:45.750
And I was like, where's ABC?

00:17:46.293 --> 00:17:46.613
Carleen: yes,

00:17:46.623 --> 00:17:47.893
Duke: does that, how does that

00:17:48.533 --> 00:17:51.873
Carleen: really, really important
to document the decisions

00:17:52.056 --> 00:17:54.816
that are made, especially when
there's a fork in the road.

00:17:56.065 --> 00:17:59.930
or you're trying to guide them  towards
a best practice towards whatever.

00:18:00.010 --> 00:18:02.140
and certainly the level of.

00:18:02.960 --> 00:18:07.520
Documentation of those decisions, that
the more detail that you have around

00:18:07.520 --> 00:18:12.940
them, the more they will help you in
case you have to refer back to them.

00:18:13.092 --> 00:18:17.260
but also there's resource
requirements to be able to make

00:18:17.260 --> 00:18:20.560
sure that you're documenting all of
those things and staying on your.

00:18:21.469 --> 00:18:22.149
timeline.

00:18:22.409 --> 00:18:26.769
, we have Projects with our customers
that start out with a statement of work.

00:18:27.139 --> 00:18:29.692
And, it doesn't really matter.

00:18:29.919 --> 00:18:35.599
I think sometimes customers misunderstand,
like it's not that anybody's trying

00:18:35.599 --> 00:18:39.816
to, sell you one thing and then,
, switch bait you to another thing, but

00:18:39.816 --> 00:18:47.096
there's only so much information that
can be shared during a sales cycle.

00:18:47.566 --> 00:18:47.896
And.

00:18:48.077 --> 00:18:52.577
Immediately, the people that are on
the project and the that is on the

00:18:52.577 --> 00:18:56.797
vendor side and the customer side, are
now like, they're going to kick off

00:18:56.797 --> 00:19:00.237
their project and then they're going
to start workshops or meetings or

00:19:00.237 --> 00:19:04.217
whatever to review, , what the customer
has today or their requirements.

00:19:04.757 --> 00:19:07.477
There is going to be
infinitely more information.

00:19:07.832 --> 00:19:12.262
shared during those sessions
and to the people who actually

00:19:12.282 --> 00:19:16.692
are going to be responsible for
shaping how the whole project goes.

00:19:17.417 --> 00:19:17.667
Duke: Yeah.

00:19:17.667 --> 00:19:23.292
Yeah.

00:19:23.332 --> 00:19:26.302
Carleen: details of what you thought you
were going to do in the statement of work,

00:19:26.302 --> 00:19:30.172
which is why it's really, really important
to think of your vendor as a partner,

00:19:30.892 --> 00:19:31.172
Duke: Yeah,

00:19:31.302 --> 00:19:32.442
Carleen: customer as a partner.

00:19:32.746 --> 00:19:36.186
Duke: like, when I write scopes, I
tell people right up front that scopes

00:19:36.266 --> 00:19:38.589
are, like, hardness is brittleness.

00:19:39.559 --> 00:19:39.949
Right?

00:19:39.959 --> 00:19:44.782
So we can make the parameters of
this very hard, but what we have

00:19:44.782 --> 00:19:47.056
inside has to be very well known.

00:19:47.056 --> 00:19:50.286
If there's any of these things in here
that we just kind of think we know.

00:19:50.286 --> 00:19:50.411
Thank you.

00:19:50.981 --> 00:19:54.031
Or we haven't done before, we
have to flag those as risks to,

00:19:54.141 --> 00:19:55.811
to the scope right out the gate.

00:19:56.451 --> 00:19:58.821
It's like, we are going to build
a feature that does X, Y, Z.

00:19:58.931 --> 00:20:00.101
Have we even done that before?

00:20:00.181 --> 00:20:00.851
No, we haven't.

00:20:00.881 --> 00:20:01.961
Well, therefore it's risky.

00:20:02.164 --> 00:20:05.404
and I only did this once, so I don't want
to make it sound like I do this thing and

00:20:05.404 --> 00:20:10.881
I'm like, but my dad did love it is that
I annotated in the scopes, the components

00:20:10.881 --> 00:20:12.471
of the scope that were most at risk.

00:20:13.761 --> 00:20:14.901
So I had like training.

00:20:14.931 --> 00:20:17.677
It's like, I think training is
going to take us two weeks, but we

00:20:17.677 --> 00:20:19.547
could end up going deeper on stuff.

00:20:19.757 --> 00:20:21.108
Could be the people just don't get it.

00:20:21.144 --> 00:20:25.121
so, this has caused to possibly inflate.

00:20:25.151 --> 00:20:29.661
And then it was just, they knew
the magnitude of cost on the

00:20:29.661 --> 00:20:33.211
scope, but they also knew where
it was most likely to expand.

00:20:34.186 --> 00:20:37.676
Carleen: Yeah, I think that kind of goes
back to what you were talking about.

00:20:37.746 --> 00:20:41.542
, the person who's really, really
excited about the new feature or

00:20:41.542 --> 00:20:45.342
the customer who's like, I just saw
ServiceNow webinar and they said that

00:20:45.342 --> 00:20:50.482
we can do all these things and can
we do all of these things you, kind

00:20:50.482 --> 00:20:56.376
of have to come back and say, yes,
ServiceNow can do all of those things.

00:20:56.549 --> 00:20:58.229
yes, we could.

00:20:58.484 --> 00:21:00.414
Add all of those things to our project.

00:21:00.464 --> 00:21:05.154
in order to stick with the timeline
that we projected, we did not have.

00:21:05.641 --> 00:21:10.161
maybe two or three of those things that
they're talking about in our plan, and

00:21:10.171 --> 00:21:14.467
we could include them, but it would
require some horse trading, of, okay,

00:21:14.467 --> 00:21:17.967
well, we're either going to maybe push
out the timeline because we decided

00:21:17.967 --> 00:21:21.737
that these new features are really
critical to the success and adoption

00:21:22.067 --> 00:21:28.317
of our go live, or maybe we plan to do
10 catalog items and these 2 features

00:21:28.347 --> 00:21:32.217
are going to be equivalent to the
level of effort to build for those.

00:21:32.572 --> 00:21:36.942
So we're gonna go live with a set of
six in these new features, but then

00:21:36.942 --> 00:21:40.482
there's four catalog items that are not
gonna be built as part of this project.

00:21:40.572 --> 00:21:46.032
And we, we can put them in as, , a fast
follower, SOW to release quickly after

00:21:46.032 --> 00:21:49.439
go live, or, we'll put them in phase two.

00:21:49.439 --> 00:21:54.369
If you already have a phase two planned,
there's always things that can be.

00:21:54.776 --> 00:22:01.266
traded in and out and things that can
adjust, but where you get into trouble,

00:22:01.266 --> 00:22:06.736
and I think this is the overall theme
is when the expectations are that you

00:22:06.756 --> 00:22:08.486
said, yes, ServiceNow could do that.

00:22:08.526 --> 00:22:12.236
And all of the sudden now, those
things are immediately included

00:22:12.246 --> 00:22:13.706
and nothing else changes.

00:22:14.266 --> 00:22:18.856
And so it's really, really
important to address those early on.

00:22:19.064 --> 00:22:23.031
very important person to me told
me at one point that bad news

00:22:23.061 --> 00:22:24.631
does not get better with age.

00:22:24.641 --> 00:22:25.811
It's like stinky cheese

00:22:26.316 --> 00:22:26.476
Duke: Uh

00:22:26.806 --> 00:22:28.170
CJ: Heh,

00:22:28.181 --> 00:22:33.171
Carleen: here and stinkier, and it's not
going to get easier to deliver bad news.

00:22:33.411 --> 00:22:36.191
It's only going to get worse
because likely that news is going

00:22:36.191 --> 00:22:38.061
to get stinkier and stinkier.

00:22:38.551 --> 00:22:41.741
So if you are honest and.

00:22:41.951 --> 00:22:46.141
you have a good partnership with your
customer, or your customer has a good

00:22:46.141 --> 00:22:50.634
partnership with the vendor and, then
having those conversations, even if

00:22:50.634 --> 00:22:53.322
they are not good news, becomes easier.

00:22:53.579 --> 00:22:59.136
It's not that 1 side or another is all
of a sudden trying to tank the project.

00:22:59.462 --> 00:23:05.236
It's that what do we need to agree
on here in order to be successful?

00:23:05.236 --> 00:23:05.496
Yeah.

00:23:06.426 --> 00:23:07.826
CJ: Yeah, I like that.

00:23:07.826 --> 00:23:11.026
What, what do we need to agree on
here in order to be successful?

00:23:11.456 --> 00:23:15.076
Uh, one of the things that I try to
agree on with my clients before we start

00:23:15.076 --> 00:23:17.336
the project is that scope creep kills

00:23:17.356 --> 00:23:18.116
projects.

00:23:18.606 --> 00:23:18.986
Right.

00:23:19.036 --> 00:23:23.446
Um, We don't want to add anything
additional to this project.

00:23:23.536 --> 00:23:27.116
before we can release the
things that you actually want.

00:23:27.299 --> 00:23:30.416
And like you said, if it's a
heart necessity, then we do

00:23:30.416 --> 00:23:31.566
have to do that horse trading.

00:23:31.566 --> 00:23:35.806
Well, I dropped this out and we're going
to add this, but then I also let them

00:23:35.806 --> 00:23:39.086
know that, Hey, then there's a little bit
of buffer here too, that needs to go in.

00:23:39.486 --> 00:23:45.186
Because now you're asking for a different
project than we prepared for, right?

00:23:45.306 --> 00:23:49.647
Carleen: Yeah, and that's a really
good, point to pause, as You know, I

00:23:49.647 --> 00:23:53.687
mean, you guys essentially serve as
your own PMs, your own project managers.

00:23:54.007 --> 00:23:56.747
I fortunately do not have to do that job.

00:23:57.887 --> 00:23:59.367
Not one of my fortes.

00:24:00.187 --> 00:24:02.617
Um, and I do love my
engagement managers to death.

00:24:03.117 --> 00:24:06.877
, but that's a really important
moment to pause and review

00:24:07.507 --> 00:24:08.937
the original scope of work.

00:24:09.212 --> 00:24:15.482
And if the, now the new plan is
materially, materially changing from

00:24:15.742 --> 00:24:20.752
that point, even if you plan to do
nothing about the overall price of the

00:24:20.752 --> 00:24:25.129
project, that's when I kind of like,
raise up my hand to my engagement

00:24:25.129 --> 00:24:29.379
manager and my management of like,
hey, , we need to try to get a 0 change

00:24:29.379 --> 00:24:33.519
order here, which maybe is part of the
project manager mind in, in my head,

00:24:34.364 --> 00:24:38.601
And 0 dollar change order for those who
may not understand that means you're

00:24:38.641 --> 00:24:43.961
amending the contract and it is a new,
basically a new legal binding contract

00:24:43.961 --> 00:24:48.941
with the changes that you have and the 0
dollar part means that the overall cost.

00:24:49.606 --> 00:24:51.116
CJ: Yeah, and that 0

00:24:51.196 --> 00:24:52.106
change request, right?

00:24:52.116 --> 00:24:56.206
Just really resets everyone's
mentality around the project, right?

00:24:56.262 --> 00:25:00.136
so everyone is, we went into this
thing started like three, three months.

00:25:00.546 --> 00:25:04.839
going to deliver X, and three
months in, we're changing, right?

00:25:04.839 --> 00:25:07.779
We're changing X minus Q plus V.

00:25:08.009 --> 00:25:08.429
Right?

00:25:08.522 --> 00:25:13.836
and everyone needs to really sit
down and recontextualize the project

00:25:13.846 --> 00:25:15.436
from that perspective, right?

00:25:15.436 --> 00:25:18.126
This might have been previously
integration heavy project.

00:25:18.396 --> 00:25:20.186
Now it's a lot more process heavy, right?

00:25:20.186 --> 00:25:21.366
Because we changed some things.

00:25:21.696 --> 00:25:25.046
So we got one of the things too, that
you have to make sure in that situation

00:25:25.046 --> 00:25:29.026
is that you still got The resources
assigned to the project, right?

00:25:29.161 --> 00:25:29.371
Carleen: Yeah,

00:25:29.371 --> 00:25:29.751
the

00:25:30.026 --> 00:25:30.586
CJ: sometimes,

00:25:30.636 --> 00:25:31.596
Duke: the right ones too.

00:25:31.596 --> 00:25:31.836
Right?

00:25:31.846 --> 00:25:32.226
Yeah.

00:25:32.531 --> 00:25:35.621
Carleen: resources that build
catalog items may not be the same

00:25:35.621 --> 00:25:40.271
resources that are doing that
flashy new gen AI integration.

00:25:40.721 --> 00:25:42.861
That the customer is so excited about.

00:25:43.079 --> 00:25:43.669
CJ: Yeah.

00:25:44.024 --> 00:25:48.714
Duke: the 1 thing I want people to
understand about this is that it's

00:25:48.724 --> 00:25:51.984
not like a service now project is
not 1 person sitting with 1 person.

00:25:51.984 --> 00:25:54.504
Like, it's not me with
the customer frequently.

00:25:54.504 --> 00:25:58.034
There's like, teams of people
involved and all kinds of

00:25:58.084 --> 00:26:00.374
possible interpretations of stuff.

00:26:00.874 --> 00:26:03.964
And so by putting all of this in.

00:26:04.076 --> 00:26:07.206
a document, whether or not there's
more money involved, that's

00:26:07.206 --> 00:26:08.856
somebody else's decision, frankly.

00:26:09.106 --> 00:26:12.026
But we all have to come to
a new understanding about

00:26:12.036 --> 00:26:13.006
how this is going to go,

00:26:14.551 --> 00:26:18.421
Carleen: yeah, 0 change order, but
certainly change orders can actually

00:26:18.421 --> 00:26:20.711
represent a change  in the overall cost.

00:26:20.847 --> 00:26:23.287
and I think it's also important
to say, so I'm just kind of

00:26:23.297 --> 00:26:24.547
sticking on because you guys are.

00:26:25.097 --> 00:26:27.467
, more independent, and it's
easier to refer to you.

00:26:27.947 --> 00:26:32.487
The change is not because Corey or
Robert lied to you in the 1st place.

00:26:32.497 --> 00:26:38.387
It's because everybody, all of us,
the entire team have learned a lot.

00:26:39.152 --> 00:26:42.512
I learned a lot and we've made
decisions based on that learning.

00:26:42.512 --> 00:26:43.682
And goodness.

00:26:43.712 --> 00:26:49.992
Isn't that life like I'm not,  to
put a, poke at myself here, there

00:26:49.992 --> 00:26:56.172
were probably so many things that I
said before I had kids, and I'm not

00:26:56.172 --> 00:26:58.272
gonna let my kid look at an iPad in

00:26:58.272 --> 00:26:58.512
Duke: Ah,

00:26:59.202 --> 00:27:00.882
Carleen: I'm not gonna do this.

00:27:00.882 --> 00:27:02.142
I'm not gonna do that.

00:27:02.142 --> 00:27:02.592
Well.

00:27:03.522 --> 00:27:08.452
I've got two little girls and sometimes
I need them to just look at the iPad

00:27:08.972 --> 00:27:14.992
in the restaurant and so I learned
a lot that, after actually having

00:27:15.282 --> 00:27:20.232
the kids, that now the shape of my
decisions and the things that I was

00:27:20.322 --> 00:27:22.822
vehement about earlier are different.

00:27:23.212 --> 00:27:25.772
And it's kind of the same thing
when you get into a project that.

00:27:26.347 --> 00:27:29.207
Again, there's only so much
information that can be shared and

00:27:29.207 --> 00:27:32.551
agreed upon and reviewed during a
sales cycle and that you're going

00:27:32.551 --> 00:27:35.251
to learn a bunch during the project.

00:27:35.651 --> 00:27:36.101
Um,

00:27:36.481 --> 00:27:36.511
CJ: Okay.

00:27:37.241 --> 00:27:40.321
Carleen: and because the customer,
especially during the sales cycle, they're

00:27:40.321 --> 00:27:44.451
telling you what they know, again, from
their context, they're going to learn a

00:27:44.451 --> 00:27:46.331
whole bunch about what ServiceNow can do.

00:27:46.431 --> 00:27:50.234
Oh, I didn't realize, even something
as simple as it could send out a

00:27:50.234 --> 00:27:52.984
notification when the state of this.

00:27:53.399 --> 00:27:57.729
Task changes, what like, those
are the kinds of things that my

00:27:57.729 --> 00:28:03.326
customers are, you know, are, are
realizing and, they had no idea.

00:28:03.449 --> 00:28:07.429
and so that's a really small thing, , in
theory, creating a new notification

00:28:07.439 --> 00:28:08.729
is, is really, really small.

00:28:08.729 --> 00:28:11.736
But if those are the kinds of things that
they're discovering,  There's going to

00:28:11.736 --> 00:28:15.611
be revelations all over the place and,

00:28:15.611 --> 00:28:18.591
Duke: got a customer I'm helping
do resource management right now.

00:28:18.591 --> 00:28:19.531
And it's at the start.

00:28:19.571 --> 00:28:20.911
It was they swore up and down.

00:28:20.961 --> 00:28:22.471
It's only capacity.

00:28:22.471 --> 00:28:24.541
We're only doing this for capacity, right?

00:28:24.561 --> 00:28:28.431
Until their boss found out, like, whoa,
we can do cost modeling with this.

00:28:28.481 --> 00:28:31.221
Like, no, let's just ask them
if they can just throw that in.

00:28:31.221 --> 00:28:34.241
I'm like, okay, well, listen, . You
can't go from just resource capacity

00:28:34.251 --> 00:28:39.821
modeling to capacity and cost modeling
with the understanding that we're working

00:28:39.821 --> 00:28:41.481
on this like five hours a week, right?

00:28:41.531 --> 00:28:43.211
, we've got to fundamentally
change the nature of this thing.

00:28:43.916 --> 00:28:48.646
Carleen: and ultimately those
decisions and those changes are for

00:28:48.646 --> 00:28:52.516
the success of that customer because.

00:28:53.006 --> 00:28:57.336
That is a pain point clearly for
that manager, is the cost modeling.

00:28:57.446 --> 00:28:58.556
He's not able to answer.

00:28:59.176 --> 00:29:03.986
Well, I assume that he was a he, but
he's not able to answer questions to

00:29:03.986 --> 00:29:08.826
his management that maybe his management
is asking that feature would help

00:29:08.826 --> 00:29:12.036
him manage or would help him answer.

00:29:12.371 --> 00:29:14.521
Duke: That's one trick
I have up my sleeve.

00:29:14.521 --> 00:29:20.331
If I feel like it's getting hostile,
but uncomfortable is always reframe

00:29:20.341 --> 00:29:22.671
the conversation so that it's not.

00:29:22.851 --> 00:29:23.977
you versus me.

00:29:23.977 --> 00:29:28.167
When there's contention,
it's you versus you.

00:29:28.187 --> 00:29:29.567
It's customer versus customer.

00:29:29.567 --> 00:29:31.097
It's not customer versus consultant.

00:29:31.932 --> 00:29:32.312
Carleen: Yeah.

00:29:32.440 --> 00:29:37.192
and it's also, it could be a good
time to bring in the,  Iron Triangle

00:29:37.212 --> 00:29:43.302
because I think people  can have
something fast and cheap, but not good.

00:29:43.322 --> 00:29:44.522
You can have something

00:29:44.962 --> 00:29:45.412
CJ: Yeah.

00:29:45.502 --> 00:29:45.522
Yeah.

00:29:45.772 --> 00:29:47.772
Carleen: good and cheap, but not fast.

00:29:47.862 --> 00:29:49.222
, you know,  the three things there.

00:29:49.242 --> 00:29:51.332
And I think when you, hopefully.

00:29:51.817 --> 00:29:55.017
You know, when you start bringing some
of those things into the conversation

00:29:55.017 --> 00:29:57.381
that the customer realizes, yeah, okay.

00:29:57.524 --> 00:29:59.296
the people that I'm
working with are human too.

00:29:59.326 --> 00:30:03.806
And , if my management asked for
me to come up with something good,

00:30:03.906 --> 00:30:07.666
cheap, and fast at the same time,
I would say, whoa, whoa, whoa,

00:30:08.706 --> 00:30:10.026
let's make, let's be reasonable.

00:30:10.026 --> 00:30:10.786
We got to pick two.

00:30:12.756 --> 00:30:38.551
Duke: Sometimes you want.

00:30:38.776 --> 00:30:40.466
CJ: the only thing that matters to them.

00:30:40.936 --> 00:30:41.256
Right.

00:30:41.316 --> 00:30:46.706
And figuring out how to use the product
to deliver that inside of their context,

00:30:46.782 --> 00:30:51.899
is the thing that, there makes or breaks
whether or not the implementation lives

00:30:51.899 --> 00:30:57.162
up to their expectations and, um, I just
think sometimes it's just hard if there's

00:30:57.162 --> 00:31:01.352
an inability to get both to everyone get
in the same dictionary when we're talking

00:31:01.352 --> 00:31:03.422
about, you know, communication, right?

00:31:03.422 --> 00:31:03.652
Like,

00:31:03.862 --> 00:31:06.142
when I'm trying to tell them,
this is what we're going to do.

00:31:06.142 --> 00:31:08.252
And they're telling me again,
back in their words, maybe

00:31:08.252 --> 00:31:11.892
coming from Excel spreadsheet or
something that's just Now, right.

00:31:11.892 --> 00:31:13.462
And they're trying to
tell me how this works.

00:31:13.462 --> 00:31:14.962
And I'm trying to tell
them how service now works.

00:31:15.192 --> 00:31:16.892
And sometimes we can
end up talking past each

00:31:16.892 --> 00:31:17.392
other, right?

00:31:17.652 --> 00:31:20.989
Because they're talking to me about
their business need, and I'm talking

00:31:20.989 --> 00:31:22.469
to them about their technology.

00:31:22.469 --> 00:31:24.119
So I think it's sometimes important too,

00:31:24.329 --> 00:31:27.569
to make sure we're all talking in
the same context at the same time.

00:31:27.569 --> 00:31:28.849
It's a long way to get to that point.

00:31:29.089 --> 00:31:33.109
Um, but I just think
it's important, right.

00:31:33.109 --> 00:31:35.389
To make sure that we're all
having the same conversation.

00:31:35.529 --> 00:31:38.269
And, and so we can all get
to the solution together.

00:31:39.039 --> 00:31:42.729
Carleen: So at the very, very beginning
of the project, a lot of times.

00:31:43.309 --> 00:31:46.649
There will be documented
business goals and objectives.

00:31:46.789 --> 00:31:49.409
And what are we trying
to do with this project?

00:31:49.419 --> 00:31:51.599
, forget about the technology
that we're doing it with.

00:31:51.649 --> 00:31:53.759
, what are we trying to
do with this project?

00:31:54.049 --> 00:31:58.969
Are we trying to bring more visibility to
our leadership of our overall operations?

00:31:58.969 --> 00:32:05.299
Are we trying to make something that is
better for end users, uh, requesters than

00:32:05.589 --> 00:32:07.829
a PDF form that they have to fill out?

00:32:07.999 --> 00:32:10.829
, we can go back to that,
which sometimes these things.

00:32:11.169 --> 00:32:12.489
are in the statement of work, right?

00:32:12.659 --> 00:32:18.939
You can go back to that, usually less
than five bullet point list, and say,

00:32:18.959 --> 00:32:24.379
okay, is this something that is going
to make a significant difference in,

00:32:24.569 --> 00:32:26.729
achieving our project objectives?

00:32:26.729 --> 00:32:31.679
And sometimes the answer is yes, and
sometimes the answer is, well, maybe

00:32:31.679 --> 00:32:33.679
not, but we'd really like to have it.

00:32:33.749 --> 00:32:38.109
And then we say, okay, well, that's,
that's, it's an okay answer to say that.

00:32:38.459 --> 00:32:44.229
, But if we focus on what your original
objectives are, then maybe if it's not

00:32:44.549 --> 00:32:48.609
helping us meet one of those, why don't we
push that into a phase 2 rather than horse

00:32:48.619 --> 00:32:50.436
trading for something we already, had.

00:32:50.596 --> 00:32:55.336
I think also ServiceNow has,
it's changed names over time.

00:32:55.336 --> 00:32:57.096
It was called Innovate at Scale.

00:32:57.451 --> 00:33:01.071
, it was called customization best
practices and I think now it's called

00:33:01.071 --> 00:33:05.661
business smart customization or something
like that, but they, in their customer

00:33:05.661 --> 00:33:10.117
success center, they have a whole page
dedicated to, business smart customization

00:33:10.117 --> 00:33:12.627
and there's like an executive deck.

00:33:12.877 --> 00:33:15.144
There's a, white paper.

00:33:15.241 --> 00:33:18.441
there's a 7 minute video
that is totally watchable.

00:33:18.531 --> 00:33:21.251
It's 7 minutes, but you
can also watch it on 1.

00:33:21.251 --> 00:33:22.351
5 X or 2 X.

00:33:22.711 --> 00:33:27.801
. And, , and it walks through how
to  set up the groundwork , for your

00:33:28.041 --> 00:33:35.521
governance of when a requirement comes
out that is either going to,  of throw

00:33:35.521 --> 00:33:41.081
off maybe the project timeline or the
resources that you have, or the scope

00:33:41.081 --> 00:33:45.251
that you have and also all the way down
to, , I've got are now a requirement.

00:33:45.251 --> 00:33:47.941
That's a pretty big high
level of customization.

00:33:48.011 --> 00:33:52.011
That's going to cause us a lot of tech
debt and we measure it against this

00:33:52.011 --> 00:33:57.761
matrix of is this new requirement that's
come up or any doesn't have to be new.

00:33:58.171 --> 00:34:02.691
Is it, is it required
because of some sort of law?

00:34:02.757 --> 00:34:08.481
or, you know, regulatory body and well, if
that's the case, then there might not be

00:34:08.531 --> 00:34:10.821
much that we can do about achieving that.

00:34:11.151 --> 00:34:13.581
, but in, in a lot of
cases, those don't work.

00:34:13.601 --> 00:34:16.231
Those are not , very specific
about the technical solution.

00:34:16.251 --> 00:34:20.641
So you might be able to creatively figure
it out without doing the tech debt, , all

00:34:20.641 --> 00:34:27.001
the way down to, , a level 1 or 0 that's
like, this doesn't help any objective.

00:34:27.171 --> 00:34:29.697
It's just something that
somebody brought up as.

00:34:30.192 --> 00:34:33.159
As something that they, you know,
they saw something, they saw a

00:34:33.159 --> 00:34:36.299
feature that they wanted, but it's
not helping our overall goals.

00:34:36.729 --> 00:34:39.219
, it's going to require a lot
of customization, but it's not

00:34:39.219 --> 00:34:41.369
actually, helping us in any way.

00:34:41.889 --> 00:34:46.819
, and that way you can, it makes it way
less subjective and it makes it seem a

00:34:46.819 --> 00:34:51.966
lot, , less like Carleen, the architect
is really, peeing in my materials today.

00:34:51.966 --> 00:34:52.786
She doesn't want me to have anything.

00:34:54.016 --> 00:34:54.886
, and it also helps.

00:34:55.206 --> 00:35:01.172
the customer to realize their context,
I think, because, I used to work

00:35:01.172 --> 00:35:03.732
for a desktop outsourcing company.

00:35:04.192 --> 00:35:04.862
, and.

00:35:05.267 --> 00:35:08.117
A lot of people would refer, well,
the contract says this and the

00:35:08.117 --> 00:35:10.657
contract says that as a consultant.

00:35:10.667 --> 00:35:17.757
I have now learned to say, can you show
me the specific contract language because

00:35:18.407 --> 00:35:21.727
it through the game of telephone and
interpretation and all of these kinds

00:35:21.727 --> 00:35:24.637
of things, it might not be as you say.

00:35:24.787 --> 00:35:26.757
So we want to make sure that
we are actually following the

00:35:26.757 --> 00:35:29.884
contract because a lot of people
will throw that around as well.

00:35:29.974 --> 00:35:33.744
I want this requirement because
the contract says this, is that

00:35:33.744 --> 00:35:35.014
what the actual contract says?

00:35:35.014 --> 00:35:35.094
Yes.

00:35:35.287 --> 00:35:38.537
let's make sure that we read it and
understand it and follow that to the T.

00:35:40.302 --> 00:35:43.792
Duke: All right, wow, uh,
just like that we are at time,

00:35:45.917 --> 00:35:48.257
Carleen: Let's end it
on a contractual note.

00:35:50.266 --> 00:35:52.006
Duke: if you want to reach Carleen,
we're going to have a link to her

00:35:52.006 --> 00:35:55.806
LinkedIn, , in our description
and, , Carleen, any last words?

00:35:56.047 --> 00:35:59.777
CJ: lot.

00:36:00.222 --> 00:36:02.492
Duke: Thank you for joining us last
minute, Carleen, really appreciate it.

00:36:03.977 --> 00:36:04.407
CJ: Currently.

00:36:04.577 --> 00:36:04.977
Carleen: Thanks