Dear Savi,

Our Business Case Is a Flightless Bird

Got a problem that needs solving?

I am coming to you with a common problem. I work for a national charity in Ireland. And, I am Ops Manager for the charity overseeing a care line with a team of ten call agents.

I have managed projects before. And, I never trained formally, but I worked in a lot of project teams and then at my last role in fundraising, I ended up managing all our internal projects and mini projects. And I did well. If I got anything right, it was always keeping everyone going when things got tough and getting projects finished.

Old Support Management System

In my current role I feel like I have been hammering my head against a brick wall for about two years now. We have a very old supporter management system supplied by a single developer who is a friend of the charity’s CEO (Of course, this situation has red flags everywhere).

The system was pretty good way back when. But ever since I have been here, it has never lived up to what we need. We have lots of downtime to fix problems. We have seen some scary things happen like data disappearing from backup only to reappear rather than be definitively retrieved.

Our staff hates the system, and it is not a question of this supplier developer guy being a problem. He has his hands tied. He wants to innovate yet in quiet corners he admits he has built something on very old software applications that are out of date. There is no big upgrade project he can deliver – it can’t be fixed with tinkering.

But my real problem is that our management team is asleep at the wheel on this problem. I wrote a draft Business Case in my first six months, sharing options for budgets, suppliers, and software all well within our reach for investment. And on our quarterly development reporting today, that Business Case is STILL marked as Under Review. Eighteen months later!!!

At first, I hit some real pushback from the CEO. Even though I bought in our current supplier, telling him the change would involve him, my CEO saw this as a takeover bid and (secretly) a way to give him a headache on a personal front. So, the Business Case got sent away with some non-committal feedback and a very vague return date.

Rebuilding The Business Case

I did the genuine work of rebuilding the Business Case. The next time the Case went up, I got some agreement to “research” much to the CEO’s distaste. But when I went back to management with the research for what I thought was going to be a budget decision and an approval to run the project, it got put on pause and we got into some wider income issues with dropping supporter numbers.

But about three months ago, our entire support teams were up in arms after six full weeks of small yet recurring performance issues. This time, my boss, the Head of Operations and Fundraising suggested I attach the document to my latest Business Case for review by the management team.

Once again that review sent me back for more research, this time suggesting we seriously look at some way to locate a “like-for-like” switch to what we have now (impossible) with a budget that is much less than I outlined.

If I am honest given this mandate, I have zero energy or enthusiasm to go again and seek approval. I just cannot see it getting a green light and especially not in the way the Exec is suggesting.

Dismayed in Dublin

GetSavi response:

Dear Dismayed in Dublin.

This situation is extremely frustrating and I am not surprised you are losing your enthusiasm.

What you are experiencing is status quo bias – that expectation that if we just keep going with what is not entirely broken, we’ll be ok – because it’s not a complete disaster at the moment.

In the worst cases, this hesitance gets moulded into some worrying assumptions – “we are protecting our staff by not disrupting them with a major project;” “we are doing the right thing by our supporters;” “we could waste time and money moving when we do not have to.”

It’s also likely the problem is exacerbated by the fact that the current supplier is a personal friend of the leader of your organisation.

I think you will continue to face real resistance even though you may have common and business sense on your side. Somewhere in this, a difficult conversation between friends needs to happen.

So, to move things forward.

You mention recent support from your line manager who I assume is a member of the management team. If they are Sponsor for this project, this person is now your Champion. You must continue to build the Business Case with their buy-in, input and even their content. Joint ownership of the case.

You did not mention much the other members of the management team. This is a blind spot for me. Yet I would suggest you attempt some subtle investigation of their views, outside of the forum of the management review meetings.

To maintain integrity, I suggest you do some one-to-one work with the CEO on how this change can be safely delivered while managing a transition from your current supplier.

If your CEO starts to hear the rationale for change coming from many voices not just yours, the case becomes very hard to negate.

And you are doing the right thing by gathering the information from your users and focusing on the operational risk to the organisation. In addition to the outdated technology, there is the ‘key person’ risk – what if the CEO’s friend is run over by the proverbial bus? Realistically, this element of risk should be hard to ignore.

What is the current impact on your supporters and their feedback? Can you identify an evidence base that shows the charity is suffering a loss of income or reputation through not modernising?

Evidence is the key word there. Business Cases get approved when the facts are undeniable and enough people are bought in, to break the status quo bias, and bravely commit to change.

Keep going!

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