Networking for Geeks

How do you network if you're in a crowd of strangers and you're not particularly good at it anyway? I'm sure that's a question that the organizers of the Microsoft Convergence conference for their accounting system customers thought long and hard about.

I have to hand it to them for being innovative. Not only did they hold the conference in New Orleans, which is still recovering from the effects of hurricane Katrina, but they also asked attendees to volunteer on a Habitat for Humanity project creating houses for people who couldn't otherwise afford one. What better way to get to know someone than to be swinging a hammer right next to them?

The volunteers wheeled sand into place to improve the drainage, as well as framing a new house in a project dedicated to New Orleans musicians.


Microsoft also throws an awesome party. There were Mardi Gras revelers throwing beads, clowns on stilts, dueling pianos, a rock band and all the cajun food you could possibly want. For the more serious minded, a tour of the aquarium was included. Watching the divers feed broccoli to the sting rays was fascinating as well as being a very good use of broccoli!

A software tool developed for the event allows all attendees to create their own profile and arrange meetings with other attendees. Using it, I discovered that one of our customers also uses Dynamics NAV and is interested in talking to other users of the inventory system. I don't think I would have found out that information any other way.

Reaching out to other Dynamics users has been rewarding for me. Comparing notes with someone who has faced the same issues can save a lot of time, not to mention consulting dollars. Microsoft actively supports the user groups AXUG, GPUG, CRMUG and NAVUG.

Turning the Queen Mary

How do you get the attention of the people who developed your accounting system? How do you let them know the new features you would like to see or what you find really frustrating? If you had five minutes alone with the chief programmer, what would you say?

That isn't as impossible as it might seem. It really isn't like turning the Queen Mary. Would it surprise you to know that the development teams are hungry for input from the people who use their system? I'm at the annual Microsoft customer conference for accounting systems, "Convergence". Yesterday I attended the Dynamics NAV (formerly Navision) user group NAVUG meeting. Bill Clough, the Research Manager for Microsoft Dynamics gave a presentation where he announced that Microsoft is starting a research council. They are looking for interested volunteer users and resellers ("Partners") to participate in surveys, roundtable discussions, focus groups and conferences calls.

For me that's the key, by participating in the developer's events, we customers are raising our hands and saying we want to be involved.

Before coming, I asked our users and IT department for any questions. At Convergence, I dropped into the Navision Experts area. There were about 8 people there ready to answer any question about the product, so I sat down with Tom Loyal and went through my list. At the end of our conversation, he encouraged me to go to the feedback booth where I can record my feedback about Navision and/or Microsoft. He said they take that kind of input very seriously. After all, users are spending a lot of time and money to be here.

Every major software vendor has some kind of customer event if they are still in business. If you would like a say in the future of your software, get involved!

We're All In This Together

The first accounting system I had to supervise was an IBM product called MAPICS. I was an inexperienced newbie and knew nothing, so I joined a user group. Every couple of months we would meet at someone's office and someone would bring donuts. We would talk about our experiences with the product and try to answer people's questions. I got some excellent advice about how to handle program patches from IBM as well as where to go for programming assistance. Joining the user group was the best $25 I ever spent.

If there is one piece of advice that I can offer to everyone, regardless of the size of your company, your industry or the type of software you use, it's to join a user group. There is no better source of unbiased, practical information than other users of the same software. If there is a feature you would like to see added, getting a group of users together to request the change is the best way to get a developer's attention. If you are looking for trained staff, another user may be able to point you in the right direction. If you want to change your consultant, what better way than to ask for references from other users?

Many user groups are organized by software implementation consulting firms. I have heard these groups dismissed as being no more than upselling by the consultant. Of course consulting firms are interested in selling more software and services, but the ones I know go to great lengths to put useful content into the sessions. They know that providing practical, useful information is the only way they will get users to come back the next time.

Traditionally, however, user groups are started, organized and run by users. Vendors are often invited to make presentations, but user meetings are not about sales. When my Microsoft rep suggested I start a Dynamics NAV (Navision) user group in my area, my first thought was about all the administration of running the group. Then he told me about Dynamic Communities. They take all of the work out of running a user group, so you can concentrate on the meeting content.

All Dynamic Communities does is manage user groups, whether for Dynamics AX (Axapta), GP (Great Plains), NAV (Navision) or CRM. They just need one local person to lead and they will set up a local chapter. They will even give you a list of their members in your area. If you work through your local Microsoft rep, you can get help finding other users. Microsoft will also provide speakers if you give them enough notice. There is a sliding membership fee depending on the size of your business.

The typical local chapter has 10 - 15 members at any given meeting, with larger chapters averaging 30 - 35 members. The typical meeting goes from 10:00 am to 2:00 pm, with a networking lunch. The morning session is usually a formal presentation, with break out sessions after lunch. I asked about the split between technical and accounting members and Bonnie, the Member Services Manager, noted that chapters started by IT Managers tended to have more technical members, where chapters started by accountants had more user members. You need both.

One of the problems with user groups is their small size. A huge advantage of a centralized organization is that it's possible to put on a conference. Dynamics Communities is hosting a 2 day conference (The link is to the NAV conference. The others have similar pages.) in Las Vegas for $499 per person, with optional additional training either before or after the main conference. When you add that to the user forums available at mibuso and Dynamics' webinars, we've come a long way from a box of donuts after work!