We are a software company building, selling and supporting our product RecFind 6 as an information management system and enterprise content management system. We have an in-house support department (we don’t outsource anything) and thousands of customers that contact it with questions and reports of problems they are having.

However, like I suspect happens at most software vendors, it is often very difficult for my support people to initially diagnose the real problem. Obviously, if there is an error message then it is easier to resolve but in most cases there is no error message, just an explanation of what a user thinks is the product not working properly.

If we can connect in to the user’s workstation using GoToAssist then we can usually ‘see’ firsthand what the problem is and then help the customer. However, this is not always possible and in a lot of cases my people are working ‘blind’ via phone or email and the only recourse is a question and answer dialog until we get to the point where we can define what the user thinks is going wrong and we can get the history of the problem. That is “When did it start to happen? What changed? Does it happen with everyone or just some users?” Etc., etc.

My people are pretty good at this process but even they get caught occasionally when the customer describes what he/she thinks the solution is rather than what the problem is. This usually takes the form of the customers telling us the ‘fix’ we need to make to the product to solve his/her ‘problem’. The wise support person will always ask, “What were you trying to do?” Once you can determine what the customer was trying to do, you then understand why they are asking for the particular ‘fix’. In most cases, the real problem is that the customer isn’t using the right functionality and once shown how to use the right functionality the need for a ‘fix’ goes away.

Problems also arise when my support people start mistakenly addressing the symptoms instead of the problem. In all fairness, it is often hard to differentiate the two but you can’t fix a problem by addressing the symptoms; you have to go back further and first define and then fix the root problem. Once the root problem is fixed the symptoms magically disappear.

For example, a customer reports multiple documents being created with the same auto number (i.e., duplicate numbers) as a problem. This isn’t really the problem though that is how the customer sees it. It is in fact a symptom and a clue to the identification of the real problem. In the above example, the root problem will be either an auto-number algorithm not working properly or an auto-number configuration with a flawed design. The former is what we call a ‘bug’ and the latter is what we call ‘finger trouble’; the configured auto number configuration was working precisely as designed but not as the customer intended.

Bugs we fix in code but finger trouble we fix by first clearly understanding what the customer wants to achieve and then by helping them to configure the functionality so its works as expected.

All experienced support people get to know the difference between:

What the customer thinks is the solution versus the problem; and

The symptoms versus the problem.

In my experience these are the two most common challenges faced when handling support calls. Recognizing both as early as possible is critical to achieving a speedy resolution and minimizing frustration. Not recognizing both as early as possible leads to longer resolution times and unhappy customers.

If we extend our support experience to real life we realize that these same two challenges face us in everyday life and in all of our social interactions. It why we often argue at cross-purposes; each party seeing the problem differently because of different perceptions of what the real problem is.

The challenges of misunderstanding are also often harder to overcome in real life because unlike a support call which has form and structure, our social interactions are mostly unstructured and opportunistic. We don’t start with a problem, we start with a casual dialog and don’t realize we are about to enter a conflict zone until it sneaks up upon us.

So if you find yourself in an argument please take pause and take the time to ask yourself and the other party, “Just what is it exactly we are arguing about?”  Which upon reflection, is exactly how we should handle each and every support call.

If we take the time to properly define the real problem we would spend far less time arguing and making people unhappy and far more time enjoying the company of our customers and friends. It is a no-brainer really, who wants to go through life in constant conflict?

For my part, I will just continue to ask to ask, “Before I address your request for a change would you mind please explaining what you were you actually trying to achieve; can you please show me?” And “What were you doing when you first saw that problem? Please start from the beginning and walk me through the process.” These two questions have worked for me for a very long time and I certainly hope that they work for you.

We all know about the success of tablets both in the home and enterprise. It is one of those overnight success stories that took around ten years or more. The real breakthrough was the iPad and it is still the market leader and the trend setter; the one that all others try to emulate.

The fact that many tablets failed before the advent of the iPad and that many more have failed since is testimony to the uniqueness of the iPad, to its creators getting it ‘just right’ and to Apple being the premier marketing organization of our time. The fact that the iPad outsells all of its competitors despite having fewer features is due to the understated brilliance of its design and Apple’s overachieving marketing department.

Despite their best efforts, huge budgets and amazing technology, both HP and Samsung have failed to topple the iPad. Now we have Microsoft with its vapourware Surface about to attempt the same task; good luck Microsoft but for now I am placing my bets on Apple to win this contest. Then again, maybe Google’s coming Nexus 7 tablet will be the deal-breaker?

I own an iPad 2 and a Samsung Galaxy Tab and despite the Samsung having more capabilities I would choose the iPad every time and it is the one I carry around with me despite the missing USB port and sandboxed file system. It wins because it is just ‘right’; it is super easy to configure and use and just does what it is supposed to do without irritating bugs, idiosyncrasies or pain. This is due to the maturity and robustness of iOS. The Samsung on the other hand suffers because of the immaturity and instability of the Android operating system; I feel sorry for Samsung because they have done a good job with the hardware only to be let down by the software. Google, are you listening?

However, the iPad has not replaced my smart-phone, desktop computer or laptop and it isn’t likely to until it matures and grows a lot past both the iPad 2 and the stupidly named New iPad (I guess even Apple can’t get it right every time). The reasons are pretty self-evident:

·         It can’t run all the applications I need

·         Its screen is too small for some jobs

·         It is too big to replace my phone and doesn’t work as a phone

·         It has limited connectivity

·         The sandboxed file system is next to useless when I need to transfer data between applications. In fact, you may as well say it doesn’t have a file system.

·         It can’t be networked (connecting via Wi-Fi is not the same as networking; for enterprise use it needs to connect to Active Directory)

So even though the iPad is the ‘best’ it is still light years away from being the single device I could use in my business. This means it is an ‘additional’ device, not a replacement. I still need my smartphone and my desktop and my laptop and this is just too silly for words because all of these devices can receive and send emails, all of these devices can receive and send messages and all of these devices allow me to type and create and read documents, etc., etc. There is an enormous overlap of functionality, a duplication of functionality which is more than silly; it is stupid; why am I receiving the same email on four devices?

You may ask then why do I have four devices? The simple answer is that each one of them is more appropriate in a given situation. For example, at my desk there is nothing better than the desktop, in the airport just before my flight the smart-phone is best, in my hotel room the night before the meeting the laptop is perfect and while having coffee just before a meeting the iPad is the ideal device. However, none of them are appropriate for all the things I do and all the places I go. This is the major dilemma of the modern office worker.

I do not want to work with four devices, I do not want to carry three devices (phone, laptop and iPad) on business trips and I think it is just plain dumb to have to send and receive the same email on four different devices. We need a single solution and everyone in the industry tells me it will be a tablet but I have yet to see a tablet that fits the bill or even comes close.

I want a screen big enough to view and compose important documents or presentations. I want a real keyboard. I want connectivity, I want security. I want to be able to run all the applications I need to run my business. I also want lightness and small size and a phone. I am not Robinson Crusoe; every business person I speak to wants the same capabilities and until tablets can come close to satisfying my needs they will never be the single device business people need.

To all the tablet makers out there, Apple, Samsung, HP, Lenovo, Google, and the like; please, please listen to your customers and produce a new generation device that will simplify our lives and reduce our load. Please give me a single device that does everything.