KOLTAKOFF
The argument
The thesis

The canyon

Two kinds of people run this industry, and they have trouble hearing each other. Everything else I argue comes off the back of that.

On one side are the people who do the work with their hands. Plumbers, HVAC techs, electricians. They are genuinely good at what they do. Many of them are uneasy with computers and with numbers on a page, and they have built real businesses anyway, on memory and judgment and twenty years of pattern.

On the other side are the people who came out of school with the computer knowledge. They can model anything. They can put a dashboard together in an afternoon. The ones I have worked with had not held a wrench, or been in an attic in August, or watched a homeowner's face change when a number comes out of somebody's mouth.

Standing in both places is rare. I think that gap is the most expensive thing in this trade, and it never shows up as a line item.

Software keeps getting sold into the canyon by people standing on one edge of it.

Technology was supposed to close it. Every year something new arrives promising the owner he will finally see his own business. The ones I have been brought in to clean up were designed on the far side, by people solving the problem the way they understand it, which is a data problem. The man it was built for has a different problem. He needs the thing in front of him to speak in the language he already thinks in.

So the system arrives, the training happens, and months later large parts of it are still switched off. Somebody calls him resistant to change. He is a man holding an instrument whose dial is printed in a language he never learned.

Standing in the middle is what I do. Twelve years running a plumbing company on one side. On the other, the years since, spent inside the systems that are meant to run companies like it. I can hear both. That is what I bring and I am not going to dress it up as more.

Three things follow from standing there. Each one is an argument I would defend in a room that disagreed with me, which is what separates these from the notebook.

The argument in parts
01
The chair was filled before anybody asked what it was for
Most org charts grow by addition. Somebody gets busy, a box appears, and the box gets a name before anyone works out what the company needed done.
02
Who decides who decides
An owner with a people problem usually has a hiring problem, and a hiring problem is usually a decision that got made two levels above the hire.
03
Broken in two directions
One kind of owner decides from another state on annual numbers. The other decides from the truck and cannot read the report. Both land in the same blind spot.

One question a week.

Two minutes, one problem, something to do about it. No pitch.

That is the argument. The evidence underneath it, the things I watched happen in real accounts, is in the notebook.