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Published by the IEEE Computer Society
A Strategy for Successful Consulting
People hire consultants to diagnose, define, and solve their problems using domain-specific knowledge. But what does it take to be a successful consultant? Is just being an expert in the field sufficient to deliver an outcome the client will value?
Also included is a letter to the editor about the March/April CIO Corner, "Will Repatriation Cause IT Shortages in the US?"
Consulting is a widely used but often misunderstood term. Some say consultants provide clients with advice or perform professional services for them, but there's really no standard definition. We define it as a specialized professional service that provides expert advice to clients in a domain-specific field (such as IT or management). People hire consultants to diagnose, define, and solve their problems. But what does it take to be a successful consultant? Is just being an expert in the field sufficient to deliver an outcome the client will value?
Three main factors affect a consultant's ability to synthesize his or her accumulated knowledge, experiences, and expertise to efficiently deliver the desired advice and services. The successful consultant listens well, understands the client, and provides honest feedback and solutions.
Listening is important in any profession but particularly in consulting. Furthermore, it's not just how you listen but also to whom. When diagnosing a problem and building consensus, successful consultants listen carefully not only to their clients—that is, the high-level manager who hired them—but also to mid-level technical, functional, and program managers. Such managers usually provide fresh information about the organization's weaknesses, strengths, and threats.
Effectively understanding a client requires more than just listening. A consultant must continuously obtain information from the client and others (suppliers, competitors, and so on) and ask the right questions. Generally speaking, asking questions helps consultants focus on what their clients want, why they want it, and how their demands can be met efficiently and delivered effectively.
Needs and Priorities
A consultant should start by asking questions to identify the client's needs and priorities. Each client has a unique organizational culture and business environment, both of which can change over time. Asking questions will help the consultant understand how the needs emerged and how best to address them.
Furthermore, clients don't always know what they really need. Collaboration between the client and consultants helps both sides better understand the problems and potential solutions.
Interests, Ideals, and Incentives
By asking questions and gaining information about the client's interests, ideals, and incentives, consultants can acquire a good understanding of their client's likes and dislikes—what excites and inspires them. This will help consultants identify how best to build consensus and gain client buy-in for their recommendations. It also helps build a strong relationship between the client and consultant, paving the way for a productive partnership.
Culture and Values
Understanding an organization's culture includes knowing how the organization operates, how its employees perform jobs, and the appropriate and accepted ways of working and communicating in the organization. It requires identifying default values—the unquestioned assumptions and practices imposed on organizational routines. Questioning the culture and values can encourage the client to reevaluate default values—some of which might be behind the continued failures.
Understanding the culture also paves the road for establishing a strong, vibrant, and dynamic relationship with the client. This helps consultants acquire in-depth knowledge about the client's value system. Knowing what the organization values most and why can help consultants predict how the client will assess and implement their recommendations.
Capabilities and Dilemmas
A consultant must understand the client's capabilities, resources, strengths, expertise, and competitive advantage. However, consultants similarly must understand the client's dilemmas—uncertainties, risks, or costs that are a nightmare for the client.
Having deep insight into the client's strategic vision helps the consultant understand how to present recommendations, advice, and outputs to meet client expectations. This is necessary, because critical decisions the organization makes today will impact its long-term strategy.
History and Current Dynamics
Understanding the client's history helps a consultant identify critical elements that evolved to create the current situation. The consultant can then extract lessons learned to outline how to avoid negative elements in the future to produce positive outcomes.
Furthermore, consultants should explore the current organizational dynamics shaping the game. They should know the trends and the uncertainty variables to anticipate the client's future.
One advantage of being a consultant is being an outsider who usually isn't involved in organizational politics or power games. Consultants should try to stay out of such games—in fact, that's often why they were hired in the first place. They should tell the truth to their clients without any political considerations or short-term gains calculations.
Playing the old power game and taking sides can harm consultants' job performance because they usually don't have detailed knowledge about the client organization's structures, processes, functioning, people, and formal and informal powers. Playing organizational politics can affect consultants' ability to obtain information and receive support, thus harming the value of their output.
Listening carefully to clients, understanding them, and telling the truth enable consultants to establish open communication and committed, collaborative relationships with their clients. Thus, they can build consensus around critical issues and the recommendations they provide. The consultant-client partnership might be temporary, but it provides a sense of belonging to consultants and fuels their intellectual energy. Building partnerships also helps avoid the principal-agency problem, which arises when a party delegates a task to a paid agent who ends up hiding some information for personal gain. Breaking down bureaucratic barriers minimizes the asymmetric information between a client and consultant.
G. Reza Djavanshir
is an associate professor in the Carey Business School at Johns Hopkins University and a member of IT Professional'
s editorial board. His main research interest is information systems. Djavanshir received his PhD from George Washington University. Contact him at email@example.com.
is an associate professor of IT at K.N. Toosi University of Technology. Contact him at firstname.lastname@example.org.