📺 Develpreneur YouTube Episode

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How Story Driven Discovery Builds Better Software Projects | Interview with Dusty Gulleson

2025-12-09 •Youtube

Detailed Notes

In this episode of the Building Better Developers Podcast, we sit down with Dusty Gulleson, CEO of eResources, to explore how story driven discovery transforms software projects from the very beginning.

Dusty shares why understanding a client’s story, motivations, and workflow realities leads to better outcomes than relying on feature lists or technical specs. He explains how stories reveal true business challenges, expose hidden needs, and create alignment long before development begins.

We also dig into pitfalls of AI-generated RFPs, the dangers of skipping discovery, and how prioritization frameworks like MoSCoW and the 80-15-5 rule help teams stay grounded in value.

If you want to build better software, improve client communication, or strengthen your development process, this episode is packed with practical insight.

🔑 Key Topics Covered: • What “story driven discovery” really means • Why stories reveal deeper needs than requirements • How discovery prevents scope creep and misalignment • The problem with AI-generated RFPs • Tools for prioritization: MoSCoW & 80-15-5 • Building trust through better discovery conversations • How eResources scaled through people-first leadership

🎙 Guest: Dusty Gulleson — Founder & CEO, eResources https://www.linkedin.com/in/dustygulleson/ A 25-year leader who grew a 100+ person tech company without outside funding by focusing on relationships, trust, and people.

📌 Watch more episodes: https://www.youtube.com/@develpreneur

👍 Like, subscribe, and hit the bell to get the latest episodes!

#StoryDrivenDiscovery #SoftwareDevelopment #ProjectManagement #Leadership #Technology

Transcript Text
Uh, See? So, let me pull this. Way we do
this is um we do our we'll do a um an
intro. Basically, we'll introduce
ourselves. We'll pass it to you to
introduce yourself because it's always
easier to do that. Um
>> just be sure. Is it Gullison?
>> It's Gullison.
>> All right. Thanks.
>> And couple questions.
>> I do smoke cigars. I can stop smoking
for the interview. That's fine. Whatever
you prefer. That's good. That's totally
>> Don't know what your vibe. Some people
like that's not our vibe.
>> Yeah, we've had we've had more than a
share our share what we've been doing
whisies and tequilas and such along the
way is a cigar is not going to break our
vibe in any way, form or fashion.
>> You'll be surprised.
Some people get really weighed down
about stuff.
>> Yeah, I know. But those are not the
people we care to mess with too much.
And since we're sort of like we usually
have like a pre-show, so if any of this
shows up on the pre-show and you're
offended by it, I'm sorry, but that's
like we are we're live and let live
people here. So if you're going to have
fun,
>> do it. You know, if you're bothered by
his secondhand smoke, then well, you've
got a better computer than I do. So,
>> exactly. Good on you.
>> Yep.
>> I'm just trying to set things up here.
>> Do we do this as a uh we tend to do this
as more like a conversational kind of
thing. We'll ask some questions here and
there, but generally it's just like it
goes. uh especially with your background
and and some of the stuff. Yeah, you've
you've had enough enough experience,
enough things you've done that I have no
problem I have no worries that we're
going to get into. We'll we'll roam with
the conversation. Um we'll end up
running it. We usually run about an hour
and then we end up cutting it into two
roughly half hourish episodes. We'll
start trim it down a little bit here and
there just to make it flow. Uh but not
too much. Mostly we keep everything and
just try to find a good stopping point
for episode one and episode two. Cool.
>> Sounds great.
>> Other than that, I don't think there's
anything. There's really nothing else of
note. So, any questions from you before
we get started?
>> No, I'm just trying to figure out how to
deal with this filter in the back here.
I don't know how it filters everything,
but whatever. It doesn't matter. I don't
care.
>> Yeah, it's not. I mean, if you got a
little blurred one, that is okay with
us. Not a problem.
>> I was just curious where it came from.
>> Oh, actually, I'm going to kick that
sucker out.
>> Yeah, kick that guy out. That
automatically joins me wherever I go.
>> There we go.
>> I have no idea where to change my
filter, but whatever. Doesn't matter.
>> Irrelevant to me.
>> Okay. Well, good. Then uh we'll we'll
we'll pick a better filter. Actually, I
don't think we will. We'll just leave it
the way it is. But that's
>> exactly
>> it.
>> Okay. Sound levels good, Michael.
>> Yeah. Sounds okay.
>> Okay. I lowered my uh mic to maybe
offset that. For some reason, the last
one you were lower than me and I had a
hard time balancing it. Uh that could be
I'd gone to like I went to earbuds
because I was I was remote on a couple
of those. So, all right, we will dive
into this one.
Uh let's see.
We're just going to dive right in.
Three, two, one. Well, hello and welcome
back. We are continuing our season of
building better developers developer
podcast. This is a building better
foundation season. Uh part of it is
we're having a lot of conversations this
time around and this episode once again
we will be doing an interview. We're
going to be talking to Dusty Gullison in
a few moments and if you don't know who
he is that's okay you will soon enough.
Uh for me I am Rob Broadhead, one of the
founders of RB consult of developer
building better developers also the
founder of RB consulting where we help
you ask basically assess your technology
build a roadmap for success. Uh good
thing bad thing that has happened to me
lately um
spent a week in uh Vegas just got back
last night which was pretty cool. Uh it
had been a while since I've been there.
A lot of things had gone on. It had
grown. There were a lot of cool places
to go. um this place called Tap and Ash
that we stumbled across if you ever want
to go to a cool um cigar bar kind of
thing. They are their their specialty is
uh nearest green which happens to be one
of my favorites. So uh it worked out
really good. It happened to be on lot
everybody's in town for Monday Night
Football. So it was a good time. Uh and
that was all great. The downside is is
getting into Vegas and then leaving
Vegas our everything went wrong
basically good. It was nothing big, but
it was just little stuff like we got,
you know, you got our flight got moved,
just bumped back a little bit, but then
we had to go from one end of airport to
the other airport. We had like luggage
got moved in the wrong place. It was
just, it was just like one of those
things where we're so happy to be there
and then we were so happy to be home.
Just like I'm so happy to pass this over
to Michael for him to introduce himself.
>> Hey everyone, my name is Michael Malash.
I'm one of the co-founders of Developer.
I'm also the founder of Envision QA,
where we help businesses build smarter,
stronger software with custom
development and rock solid testing. Uh,
good thing, bad thing. Well, good thing
my wife is back. She was gone for 10
days and the bad thing was I had to deal
with the dogs and the animals for 10
days and that was very stressful with my
workload. So, uh, I'm happy she's back
and I'm ready for the holidays.
>> All right. And now, Dusty, go ahead and
introduce yourself.
>> Hi, I'm Dusty Bellson. the CEO of E
Resources and uh do I do the good thing
bad thing too? Is that
>> Yeah, you can go right ahead. You will
be Usually people don't, but this would
be awesome. We'd like to have that
added.
>> Yeah, I like it. It's a nice little
icebreaker. Uh let's see. Uh good thing
is uh you know, this has been a good
year. Just reviewing the the last
quarter and how this next quarter's
showing up and uh you know, despite all
the ups and downs, things looking good.
So, uh looking forward to next year.
going to have a little bit of a
slingshot in there. Uh bad thing. This
is when all the travel starts before the
end of the year where everybody tries to
squeeze in the last minute projects,
resourcing
and all that. Well, it's good, but it's
stressful. You know, it's really at the
end of the day, we only have maybe two,
three weeks left of the year for all
intents and purposes.
>> Yeah, very much so. And that's uh yeah,
I'm in that I'm this year I every year I
say I'm going to take the last two weeks
of December off and stuff gets just
slammed in and I've had too many years
where like Christmas Eve or New Year's
Eve I'm I'm still like cranking a few
things out just to cover some fire
somewhere. And this year I am just
desperately again like blocking stuff
out and be like nope not going to do
anything. Not going to be anywhere near
you know where I can help other than
like a couple status calls to just be
like okay just keep things moving. But
we'll see how that goes.
>> Exactly.
I want to dive right in because one of
the things about your company that I
noticed that's I think worthy of talking
about is uh as you phrase this like what
the story gap and why organizations
struggle to explain their value and I
think in particular this is or at least
we've discussed this a lot in particular
um service organizations I think in
general but technology probably even
more so anything that touches in that it
seems like
>> you're in one of those situations where
you could you know, people can come to
you and say, "Can you do this?" And
you'll say, "Well, yeah, I can." And
early on, you know, you struggle to, you
know, you're you're really just trying
to pay bills and you're surviving and
you're like, "Yeah, I'll do that. I'll
do that. I'll do that." And then you get
to a point where you're like, "Well,
that's not really what I'm intending to
do."
>> And so, I think this is where you step
in and sort of say like, "How do you how
do you tackle that? How is it that you
maybe why do they struggle?" And then
maybe are some things you can do to help
people get unstuck with that.
>> Yeah. I think uh by default in the tech
field especially in digital and
infrastructure things are communicated
through specs right and statements of
work are very spec heavy and and uh
really miss the nuance where really the
person at the receiving end of whatever
solution you're having actually has a
different expectation and so the
expectation gap the way you the way we
have at least successfully tried to
bridge it from hey I want to have you
know this integration or I want to have
this workflow or using the story was a
really
really productive way of actually having
them come back to what are your outcomes
that you're looking for tell us the
story what it looks like for you on your
day-to-day you know I used to have a
saying in our company when I was younger
and stupider still learning
um used to say always speak to me in
bullet points you know tell me tell me
exactly what you want to try just in
bullet points and the problem with that
is that you lost the actual
nuance in it and I learned early on that
it's the story that where you get the
real expectation and you you can you
know boil it down to a simple example of
if our MSP division you know someone
calls in and says something simple as
this printer is not working but the real
issue is he wants a great report to be
printed out in time for that that's the
real issue it's not the printer is
working there's a time sensitivity you
find out hey what are you trying to
accomplish instead of the computer's
work or the printer's
We always tell our our team that we're
customer service people first and we
just happen to do technology and really
learning about the person's
expectations, what they're trying to do,
what the end result is, what the story
looks like. So when we do large big um
um enterprise projects, you know,
quarter million to a million dollars
worth of work, um we want to look at
what's the story of the organization,
where are they going, what are they
trying to accomplish, and what are all
the characters involved, and that allows
us to actually see how what we're doing
and how it touches and what the real
expectations are, not just plug in this
widget.
>> Does that make sense?
>> Yeah, that that totally makes sense. Um
I know one of the things that I find
that um is a struggle I think especially
people come out of technology world
because they that very much spoke to me
the whole hey speak to me in bullet
points because that is very often
they're like I just tell me what to do
that's what I'm going to do and I'm
going to go do it
>> and too often I think that's that's part
of what we talk about a lot is that's
sort of what separates good developers
from coders and and just technologists
is the ability to actually solve
problems
>> right
>> when you're working with and I guess
it's on both sides of the conversation
when you're whether you're working with
your customer or you're you're training
up your your people and your staff is
how do you address them? Uh it it's I'm
trying to think the best way to do it,
but sort of the forest and the trees
aspects of this because you want the
story because you really need the why to
be a Simon Synynic kind of thing. Throw
that out there is you you need why you
want to why do you why do you need this?
you want it.
>> But then there's also a need to dig into
those sometimes and there needs to be,
you know, it's it's a and sometime
sometimes I've run into it both sides of
it where it's either a technologist.
It's like, well, I don't know,
>> you know, I really need those details.
So, they forget the story or I'm talking
to somebody that's a business owner and
they're like, they're telling the story.
say, "Well, I really need some of these
details." And they and it it hurts
essentially for them to dig into them
sometimes because it's not a level of
detail they want to get into. So, it's
how do you how do you marry it? How do
you you share how those needs can both
be met?
>> Yeah. Uh
really, I mean, any project really is
two parts. It's that initial discovery
and then of course the implementation.
It's in a discovery where you really
invest in conversations and developing
the relationship with the end user. Um,
we highly highly recommend actually
interviewing everybody that's going to
be touched by that project. Talk to them
about how will this change your
dayto-day? Tell me about what you do
today. Tell me how long you've been
here. What are the challenges you've
had? It's really in those conversations
and developing relationships with the
end users and your your your partner
that you're trying to solve a problem
for that you really get the value in the
implementation cuz we've come back to
clients and say actually after we've
interviewed everybody your discovery you
don't need this. This is a shiny object
you thought was solving all your
problems, but the real problem is all
this shadow data over here are these uh
processes that need to be re-engineered
and automated and you can save yourself
hundreds of thousands of dollars. You
know, I always think about folks that go
off and still do, but used to go off and
buy Salesforce thinking that they would
sell more or they would do all these
things. The platforms and the tools,
they're really not that important. You
have to start with people first and then
processes and then platforms. And a lot
of folks when they think they're solving
a problem, they see something and go,
"What we need is a CRM or what we need
is a CMS or what we need is this." And
actually, what you need is to talk to
your folks and go, "How can they do
their job better?" You know, what makes
them tick? Do they understand why
they're doing this? Because, you know,
Simon says, right, start with why. But
the key part of that statement is start
with why. It's the start part. There's
more to it than just the why. It's why
and where and how and where we're going
to end up in what is what does our
company look like in, you know, next
year after we implement this solution.
What does it look like in three years?
What do people's jobs look like? Are
they being more productive? Are they are
they able to handle new things? Can we
add a new line to something? And there's
just a lot of things. And it's really
almost well everything in life. It's
relationships. And uh story is a really
good um vehicle to try to have those
relationships, talk about them, and see
how they can be affected by whatever
solution you're building.
>> So I got a question on that. Um so
as you know, for all the years you've
been doing this and uh I'm sure you've
got some interesting uh stories in the
trenches. What are some of the
or can you give an example of you know
how this a great experience getting the
re uh doing the discovery and
implementation and then follow that with
your like worst or kind of your most
challenging
uh experience with pulling this
information from your customer your
client.
Yes, I have a good and bad with one
client that I could think of in my it
was there's good parts to it and there's
bad. Um, and it was a very large
association. Um, you know, multi
multi-million dollar probably about a$80
million organization and um, they had
desperate service lines and when they
had brought us in they wanted to talk
about just something to do with their
infrastructure because of our NSP side.
I mean like you I mean this is the
biggest problem probably in most
organizations. Their RFP was not good.
And I think you know if someone could
start a company that just focus on
coaching people to build good RFPs it
would solve a bazillion problems I would
think. But we got the RFP and I went
down and said listen
we're not going to build anything off
this RFP. We we we declined the RFP and
told them why. And that's been one of
our best u ways to help get partners.
who said, "Here's what's wrong with your
RFP and why you can't actually respond
to it." And so when I went down there
and we did a story exercise with them
over a couple days with their um
executive team, walked through stuff and
that was really helpful in uncovering
what the real issues were underlying it.
They thought it was X, but they took the
time. And I think I I really challenge
every person out there that's hiring a
company, take the time to have a company
that cares to listen to you come in and
and walk you through a process. And you
know, I know, you know, I I've been
influenced by a lot of story brand and
I've adapted some of that into a
discovery process, talking about
people's challenges and what their plan
is, etc. But within that group, there's
a subset. You talk about a bad part
where that person just refused to talk
because they knew change was coming and
they did not want to reveal. And usually
the folks at the top have a plan and
then the person below them as soon as
they start seeing what the questions are
and start having to talk about them
change is probably the worst thing for
those folks because they know they will
never actually make it right. um if this
thing happens they have their little
thief and they want to keep it. So I
would say the challenges is getting
people to engage and the reason why it
doesn't work is when you don't have
leadership at the top that makes people
with engage and for some reason they
didn't want to uh force that solution.
Does that answer your question? It it
does which I kind of have a followup
because I have had a recently a similar
situation to uh a project I worked on
where we gathered most people were on
board but of course you have your
outliers that don't want to get involved
and it has caused some interesting
challenges.
>> Sure. Do you have any tips on how to
break these people out of their mold to
get this information from them? Uh, or
kind of maybe ease the tension a little
bit to help them be more engaged even if
leadership can't really like for lack of
better per example, you know, lack of
leadership where there just isn't a
strong enough push to make people get
engaged.
>> Yeah. um you know the folks that don't
want to engage is kind of like that see
and cold pen loop where you know what we
have here is people that don't listen
and uh they so we get what we get right
and you're going to have probably a good
3 to 5% of people that are immovable
and
usually I will sit down with the seauite
the COO CEO or whoever the the uh
champion of that initiative is in the
organization I'll say listen you have
two choic choices really. We either work
with them and you encourage them that
this is part of their job that we need
to move forward or what's three choices
are you replace them. Well, it's really
two. You replace them. You either move
forward or they get replaced. And
I find in a lot of nonprofits and
association the will to do that is
harder because the job is a cozier job.
generally speaking in some ways you know
and you and that person has friends on
the board and this is politics get
involved so the way to overcome it
though that we've had success in it is
it takes time and I usually tell a
seuite person hey we're not getting what
we need let's not push this through as
fast as you think we need to right let's
take the time let me you almost have to
be friend and you have to help walk the
person through where, you know, what
their future could look like. And part
of that is really understanding what
their pro their pain points are and
having empathy for that because really
at the end of the day, they want to know
that they're more that they're valued
and if they don't want to be replaced.
And you go, okay, what would make you
more successful at this job right now
regardless of what we're doing? And you
start pulling that out of them and you
talk about what outcome would you like
in this job? like how could what would
you like to see in this department that
you're working on and they're and
generally speaking over time you show
them that you're not a threat but you're
an enabler to them. It's just like AI
conversations with a lot of our clients
when we come in to put in an AI solution
or agentic uh automation of some sort.
We stress that this is an enablement
tool for you. It is not a replacement
tool. The only time it becomes a
replacement tool is if you resist
uh some kind of you know betterment of
your solution because you know
especially in a commercial company
seuite like you do it or you don't you
know you don't be here. So I I always
take it's about the relationship
starting a relationship and we have some
really good strategists and project
managers and account managers that are
really good in coming alongside and
positioning ourselves as their partner
not as a third party consultant. We're
not the Bobs coming in and saying, "Hey,
you know what? What do you say you do
around here?" We come in there and say,
"What can we do to make you uh happier
at this job, more efficient at this job,
and uh more successful so that you
shine?" And so that's really the route
to do. It's it's an empathy relationship
side or you know, you get the seauite to
to bring in some pressure.
Oh,
>> great. Thank you so much.
Yeah, I've got talk back. I guess we'll
flip back a little bit on the that whole
that RFP comment. Um because I do find
that a lot is that it's um it's like a
crutch. It's it's really an interesting
one is that like somebody will say
there's a there's a combination of that
is that there's I think people get a
hold of like uh they'll hear ERP or CRM
or something you know anything CMS,
ABCYZ, it doesn't matter what they'll
hear something they'll be like this is
what it is. This is going to solve our
problems. Y
>> like you said and then you realize no
it's not and there's been RFPs I don't
know how many times I've seen RFPs big
and small that they say this is what we
want and this is what we want to build
and these are the requirements and you
look at them and you say
>> no that is like what you say you want to
build and what you're laying out is how
to build it.
>> Yeah. uh especially now I'm wondering if
you've seen this is where I'm going with
the actual question is like have you
seen this
because I have in the last few month
have you seen this like I guess getting
worse in the last 6 months to a year or
something like that where people are now
I'm seeing people are using AI chats to
go generate rate requirements on
something
>> but they're not asking the right
questions basically and so AI gives them
answers but not the way they need to you
know it's not something that's actually
helpful. Yeah, I well I think a good RFP
here's the hallmarks of RFPs that we'll
look at seriously. One, they have a
business case
uh clearly articulated prior to actually
asking for the solution they're looking
for. So they identify the problem they
they identify what the outcome they're
looking for and then they have if they
do not have this we will not respond.
They have a budget that they want to
apply to them. If you don't have a
budget, you're not serious about solving
a problem. And that's really where it
starts. So a good business case that
articulates the problem clearly where
they want to see the outcome and the
business. Now that's a good start.
That's a start to talk
when you if I you know we we actually do
RFPs for other things in our company and
we do that but we also want to say we
would like a discovery for we want we
want to see and we'll pay for a
discovery. I just did it yesterday.
If you don't want a paid discovery,
you're not serious about the solution
because there's no company in the world
that will understand your RFP and be
able to deliver on it without them
sitting down with you and having a
number of conversations getting a bit of
data. And sometimes it's a little bit,
sometimes it's a lot. But we really we
really tell clients that you should
budget anywhere from 10 to 15% for a
discovery of your out of your budget for
a company that you like that you think
will fit the bill. And then that comes
back and you do a Moscow, you know, must
haves, you know, uh, like to have and
don't need to have. And that's what you
want back from a discovery where they
price out that so you can see where
you're going. But I see a ton of AI
generated RFPs. A lot of cut and paste
and I know because a lot of them are
contradictory and they don't think it's
contradictory and they really should
have a either a consultant or RFP person
help them develop that RFP if they're
serious about making it and getting
serious responders. The quality RFP is
going to generate the quality of the
responders that you have. And the last
thing you want someone to do is giving
you, "Yeah, that's your budget. We can
do it." And then I just saw this with a
CRM implication. Um they they brought us
in to do a uh needs analysis and create
an RFP for this. We sent it out and one
of the vendors responded, "Yep, we can
do this." And we told the client, "Do
not hire them. They have not done their
own discovery. They have not articulated
that they understand your business need
very clearly in their response." But of
course, the client's like, "It's the
cheapest one." I'm like, "Of course it's
the cheapest one." Yeah,
>> of course that's what it means. And so,
um, yeah, any any company worth its salt
will will invest in the RFP process and
the discovery process.
>> So, when you're working with these
companies, have you, um, and if they
don't have an RFP in place or they're
still struggling to figure out
>> what their problem is, do you have like
a checklist or do you have um any type
of documentation or suggestions to
provide them?
>> 100%.
>> Okay. Yeah. So,
>> well, we'll have companies come in and
say, "Hey, can you help us with this?"
They don't have an RFP. That's fine.
We'll do a discovery. And what we tell
them is you can take the discovery and
you can have us build a RFP for you and
you can shop it out. You don't have to
use us, but or we can use it and respond
to that said RFP. I said it's a little
bit of conflict of interest, but we want
you to be able to see what you truly
need first because if we don't know what
you truly need, we're not going to be
able to build it. a discovery process if
you don't have the RFP and have a
company that's really good at that and
presenting a a nice road map an
understanding a schedule cuz there's
nothing more glorious than receiving RP
that actually has a Gant chart and a
budget you're just like that's amazing
we love these people it might not be
right but they understand what what what
it takes to go forward right especially
on enterprise type projects that are you
know half a million dollars
So on the flip side of that, so if uh
you're as you're advising these
companies uh looking for people
responding to the RFPs, how do you help
them weed out the good from the bad?
>> Sure. So when you're like so when we did
this one project with this client where
we reviewed a number of CRM vendors for
them, we created a u a requirements
document that tied back to the business
case and to the story and said here are
the requirements that need to be
implemented in this solution for the CRM
to work correctly. And then we actually
created a a grading matrix for that for
them. And so when we interviewed I don't
know how many when I say we I didn't do
any of this work our strategists and ams
did uh when they reviewed it they could
actually create a a checklist and they
create notes next to each one based on
the answers that they were given and so
we could have a grading system and so
the client was you know here this one's
you know 92% capable of solving this
these 8% issues have to be resolved this
one's 80% this one's 70% % and so you
have eyes wide open. So you might want
to choose the 70% because of the 70%
those are the majority of the things
that are really in your Moscow are key.
These are they got the must haves which
are 70%. The other ones we can phase to
them and then we usually have a 80 155
rule we try to tell our clients is that
you want to try to get 80% of what you
want done in the first uh engagement
part because you're not going to get
100% perfectly done but don't make the
you know perfect the enemy of good. So
let's try to aim for 80%. things that
are 15% of the time that you need. Let's
face to those and see if they actually
really are needed or you're going to
accommodate some other. If it's 5% of
the time, try not to accommodate
education. That's where the price goes
up significantly.
So, we try to have that grading matrix.
We tie it. Again, there's it's there's a
lot of science, but a lot of art in
that. And it gives people, especially
our clients, a good perspective and eyes
wide open of what to expect. And when
that translates into a so it works out
perfectly, right? And you can say, "Oh,
the S so aligns perfectly with what
we're expecting."
>> Yeah. I think that's um I've run into it
more than a few companies. It's gotten
better, but especially in early years, I
had to you had to educate them a little
bit to say like this is part of the
process. This is not this is not like a
throwaway. This is not like you're going
to go do this and then all that stuff is
lost and you start all over again. It's
like this is part of
>> doing it right. Um, one of the things
I've run into, I'm wondering how often
you've you've run into this. That's uh I
find an interesting and talks a little
bit about our earlier conversation about
where you go in and you sit down with
people and you see what they do and what
their pain points are. And sometimes
that evolves as a relationship evolves.
They're a little more open about like
some of the pain points or some of their
little, you know, side apps that they
use and things like that job done. So we
do the same thing is we'll do an RFP and
it's a you know sort of like a straight
up however we do it you just like you
know one to 10 what is it do you have it
and then behind that there's a then
there's a secondary sort of a matrix
that prioritizes stuff like you said so
you're going to say like these are
things we need these are things we want
to have these would be nice to have one
of the things we found several times is
that you you trust the process and you
you build it out and you get down to you
know usually it's actually pretty easy I
found even with dozens or hundreds of
people responding you can actually get
it down pretty quick with something like
that to say, "Okay, we're going to go
talk to Tim." Uh, but I found more than
a few times where you do that and you
get into the bottom list. You start
getting into that short list and you get
push back from the customer. They're
saying, "Well, you know, well, this guy
got a 90 and that guy got an 80, but we
really like what the 80 is providing
better." And it's which to me is like,
okay, well, maybe we didn't prioritize
these things right. I mean, some of it
is like, I like that guy or that gal
better than the other one, which I get
that, but sometimes it is. It's it's at
least I've seen that sometimes. I wonder
if that's something you've seen as well.
>> Yeah, that's that's a really good point
actually. Um I appreciate that Rob
because I think a lot of times in those
matrixes it's the nuance uh that starts
coming out. That's why we have that
notes right next to whatever the grade
is and we go you know this person
greeted lobe on the delivery of this but
I think they understand that holistic
scope better based on that point. The
other thing that's really great on a
discovery is and when you look at an RFP
that that's responded to after you've
done that discovery,
the ones that ask the good questions,
the ones that are more questionbased
responses in RFP, did you check about
this? What about that are I feel like
there's some shadow data over here that
is should be incorporated into this
solution. So that's one of the uh ways
that you know while we still grade it at
we give recommendations based on the
holistic view like while they don't have
the experience in doing x y that doesn't
matter as much as them understanding
exactly what you're trying to accomplish
because they solve these problems. Yeah.
This is where it goes back to the art
and the relationship, right? If if if
the vendor actually has a comprehension
of what you're trying to accomplish and
the story and where you're going and
writes themsself into that story very
well and and provides themselves as the
guide to you very well, they're a better
vendor at the end of the day. You know,
I remember a story about I think it was
in Harvard Bus Harvard Business Review
about you know what's the best CEO or
the best employee and it's not the A
student, it's not the B student, it's
the C student. the C student actually
understands how to get from point A to
point B quicker and more efficiently and
can see through the BS and doesn't, you
know, dot every dot. And the reason why
is at the end of the day that they know
the the long-term outcome, what will
help them get to the the end point more
efficiently and actually address the
root issues. Whereas the A student, you
know, trying to be perfect in everything
>> that that's you're gonna be stuck. I
think it's for the companies that are
the the the grinding companies that have
the grit that go through it day in day
out and aren't all flashy about
everything going perfect. Um they're the
ones that I really admire because they
actually know how to get from the point
A to point Z and they know it's going to
take a hard time and they they're not
trying to blow smoke. They just going to
grind right through there. I have a lot
of respect for those.
>> And that is where we're going to pause
this first part of our interview with
Dusty Gullison. And it keeps going. Uh
it's really a great time. Uh first I
want to thank him again for his time and
jumping on and uh having just really
it's one of these it has been a great
conversation. It's one of these things
that like when you uh are surrounding
yourself and getting input from people
that have done the things that you're
you're looking to do, you get a lot of
great ideas. There's a lot of stuff that
comes out of it that is um especially
when you let them just talk that is
better than just throwing questions out
there. You can hammer people with
questions all day long, but there's
going to be to me this is one of those
where there's going to be things you
don't know what you don't know. And I
think some of those things come out. And
there was along the way I was taking a
few notes as well. Some things like, "Oh
yeah, I should do that. Oh yeah, I'd
forgotten about that." Um, bonus
material for those of you guys out
there. We talk about RFPs. We do have,
and I think out, I don't know if it's
available. I'd have to figure out where
it's at right now, but shoot us an email
at infodelveloper.com
for we do have an RFP course. I think
there's actually like an intro and then
a more advanced one. A lot of the stuff
we talk about here, uh, it's in there.
spend a couple hours investing. We'll,
you know, in walking through it and we
would be happy to talk about it. We've
got some templates and things like that.
Some of the things that we touch on
here, but then we also go a little
deeper about, uh, how to ask some of the
questions and and some areas that you
need to make sure you cover when you're
putting together an RFP. So, uh, it was
just awesome for that to come in. So, we
will do a little bit of shameless
self-promotion for that as well. Uh, but
let us know if you need any help with
that because it is critical. It is so
many projects. the RFP did not go well
and that's honestly why RB Consulting
exists is to correct all of the the bad
starts and find ways to fix those. Uh
and a developer that's why we hope you
will be a better developer if you can
understand these sorts of things. Thank
you so much for your time. We appreciate
you. Go out there and have yourself a
great day, a great week and we will talk
to you next time.
Transcript Segments
28

Uh, See? So, let me pull this. Way we do

32.559

this is um we do our we'll do a um an

38.16

intro. Basically, we'll introduce

39.68

ourselves. We'll pass it to you to

41.2

introduce yourself because it's always

43.6

easier to do that. Um

47.2

>> just be sure. Is it Gullison?

49.68

>> It's Gullison.

50.96

>> All right. Thanks.

52.16

>> And couple questions.

54.48

>> I do smoke cigars. I can stop smoking

56.16

for the interview. That's fine. Whatever

57.76

you prefer. That's good. That's totally

60.32

>> Don't know what your vibe. Some people

62.559

like that's not our vibe.

64.239

>> Yeah, we've had we've had more than a

65.84

share our share what we've been doing

68.24

whisies and tequilas and such along the

70.08

way is a cigar is not going to break our

72.4

vibe in any way, form or fashion.

74.479

>> You'll be surprised.

77.04

Some people get really weighed down

78.4

about stuff.

79.84

>> Yeah, I know. But those are not the

81.759

people we care to mess with too much.

83.759

And since we're sort of like we usually

85.28

have like a pre-show, so if any of this

86.96

shows up on the pre-show and you're

88.479

offended by it, I'm sorry, but that's

91.119

like we are we're live and let live

94.079

people here. So if you're going to have

95.2

fun,

97.04

>> do it. You know, if you're bothered by

98.4

his secondhand smoke, then well, you've

100

got a better computer than I do. So,

102.479

>> exactly. Good on you.

104.72

>> Yep.

104.96

>> I'm just trying to set things up here.

106.32

>> Do we do this as a uh we tend to do this

108.079

as more like a conversational kind of

109.52

thing. We'll ask some questions here and

110.799

there, but generally it's just like it

112.56

goes. uh especially with your background

114.32

and and some of the stuff. Yeah, you've

115.92

you've had enough enough experience,

117.84

enough things you've done that I have no

119.6

problem I have no worries that we're

121.439

going to get into. We'll we'll roam with

123.92

the conversation. Um we'll end up

125.92

running it. We usually run about an hour

128.56

and then we end up cutting it into two

130.959

roughly half hourish episodes. We'll

133.04

start trim it down a little bit here and

134.16

there just to make it flow. Uh but not

136.72

too much. Mostly we keep everything and

138.319

just try to find a good stopping point

139.92

for episode one and episode two. Cool.

144

>> Sounds great.

145.12

>> Other than that, I don't think there's

146.72

anything. There's really nothing else of

148.959

note. So, any questions from you before

151.2

we get started?

151.92

>> No, I'm just trying to figure out how to

154

deal with this filter in the back here.

156.8

I don't know how it filters everything,

158.16

but whatever. It doesn't matter. I don't

159.599

care.

160.4

>> Yeah, it's not. I mean, if you got a

161.44

little blurred one, that is okay with

163.04

us. Not a problem.

164.56

>> I was just curious where it came from.

166.879

>> Oh, actually, I'm going to kick that

169.28

sucker out.

170.16

>> Yeah, kick that guy out. That

171.44

automatically joins me wherever I go.

173.92

>> There we go.

177.36

>> I have no idea where to change my

179.68

filter, but whatever. Doesn't matter.

182.48

>> Irrelevant to me.

183.92

>> Okay. Well, good. Then uh we'll we'll

186.239

we'll pick a better filter. Actually, I

188.159

don't think we will. We'll just leave it

189.2

the way it is. But that's

190.319

>> exactly

192.4

>> it.

193.2

>> Okay. Sound levels good, Michael.

195.76

>> Yeah. Sounds okay.

196.879

>> Okay. I lowered my uh mic to maybe

200.64

offset that. For some reason, the last

202.56

one you were lower than me and I had a

205.92

hard time balancing it. Uh that could be

208.319

I'd gone to like I went to earbuds

209.84

because I was I was remote on a couple

211.84

of those. So, all right, we will dive

214.72

into this one.

217.519

Uh let's see.

220.959

We're just going to dive right in.

222.08

Three, two, one. Well, hello and welcome

225.76

back. We are continuing our season of

227.92

building better developers developer

230.239

podcast. This is a building better

232.08

foundation season. Uh part of it is

234.72

we're having a lot of conversations this

236.319

time around and this episode once again

239.2

we will be doing an interview. We're

240.72

going to be talking to Dusty Gullison in

243.68

a few moments and if you don't know who

245.2

he is that's okay you will soon enough.

248.319

Uh for me I am Rob Broadhead, one of the

250.159

founders of RB consult of developer

252.239

building better developers also the

253.84

founder of RB consulting where we help

256.16

you ask basically assess your technology

258.799

build a roadmap for success. Uh good

261.519

thing bad thing that has happened to me

263.44

lately um

266.4

spent a week in uh Vegas just got back

270.56

last night which was pretty cool. Uh it

272.56

had been a while since I've been there.

273.759

A lot of things had gone on. It had

275.12

grown. There were a lot of cool places

276.32

to go. um this place called Tap and Ash

279.44

that we stumbled across if you ever want

281.04

to go to a cool um cigar bar kind of

285.28

thing. They are their their specialty is

288.08

uh nearest green which happens to be one

289.84

of my favorites. So uh it worked out

291.84

really good. It happened to be on lot

294.08

everybody's in town for Monday Night

295.52

Football. So it was a good time. Uh and

297.84

that was all great. The downside is is

300.479

getting into Vegas and then leaving

302.16

Vegas our everything went wrong

304.8

basically good. It was nothing big, but

306.88

it was just little stuff like we got,

308.8

you know, you got our flight got moved,

310.96

just bumped back a little bit, but then

312.4

we had to go from one end of airport to

313.84

the other airport. We had like luggage

316.32

got moved in the wrong place. It was

317.919

just, it was just like one of those

319.199

things where we're so happy to be there

320.96

and then we were so happy to be home.

322.639

Just like I'm so happy to pass this over

324.4

to Michael for him to introduce himself.

326.88

>> Hey everyone, my name is Michael Malash.

328.32

I'm one of the co-founders of Developer.

330.4

I'm also the founder of Envision QA,

332.08

where we help businesses build smarter,

333.84

stronger software with custom

335.28

development and rock solid testing. Uh,

337.919

good thing, bad thing. Well, good thing

339.759

my wife is back. She was gone for 10

342

days and the bad thing was I had to deal

344

with the dogs and the animals for 10

345.36

days and that was very stressful with my

346.96

workload. So, uh, I'm happy she's back

349.919

and I'm ready for the holidays.

352.24

>> All right. And now, Dusty, go ahead and

354.56

introduce yourself.

355.919

>> Hi, I'm Dusty Bellson. the CEO of E

358

Resources and uh do I do the good thing

360.72

bad thing too? Is that

361.84

>> Yeah, you can go right ahead. You will

363.039

be Usually people don't, but this would

364.639

be awesome. We'd like to have that

365.919

added.

366.24

>> Yeah, I like it. It's a nice little

367.52

icebreaker. Uh let's see. Uh good thing

370.96

is uh you know, this has been a good

373.84

year. Just reviewing the the last

376

quarter and how this next quarter's

378.08

showing up and uh you know, despite all

380.639

the ups and downs, things looking good.

382.56

So, uh looking forward to next year.

384.72

going to have a little bit of a

385.68

slingshot in there. Uh bad thing. This

388.96

is when all the travel starts before the

390.639

end of the year where everybody tries to

392.88

squeeze in the last minute projects,

394.72

resourcing

396.24

and all that. Well, it's good, but it's

398.639

stressful. You know, it's really at the

400.56

end of the day, we only have maybe two,

402.16

three weeks left of the year for all

403.759

intents and purposes.

405.36

>> Yeah, very much so. And that's uh yeah,

406.88

I'm in that I'm this year I every year I

409.68

say I'm going to take the last two weeks

411.039

of December off and stuff gets just

413.36

slammed in and I've had too many years

415.759

where like Christmas Eve or New Year's

418

Eve I'm I'm still like cranking a few

420.08

things out just to cover some fire

421.759

somewhere. And this year I am just

423.68

desperately again like blocking stuff

425.44

out and be like nope not going to do

427.12

anything. Not going to be anywhere near

429.919

you know where I can help other than

431.199

like a couple status calls to just be

432.72

like okay just keep things moving. But

434.56

we'll see how that goes.

436.479

>> Exactly.

437.919

I want to dive right in because one of

439.52

the things about your company that I

441.44

noticed that's I think worthy of talking

444.56

about is uh as you phrase this like what

447.12

the story gap and why organizations

449.28

struggle to explain their value and I

451.68

think in particular this is or at least

454.479

we've discussed this a lot in particular

456.72

um service organizations I think in

459.12

general but technology probably even

461.68

more so anything that touches in that it

464.08

seems like

465.12

>> you're in one of those situations where

466.479

you could you know, people can come to

468.16

you and say, "Can you do this?" And

469.44

you'll say, "Well, yeah, I can." And

471.199

early on, you know, you struggle to, you

474

know, you're you're really just trying

475.12

to pay bills and you're surviving and

476.639

you're like, "Yeah, I'll do that. I'll

477.68

do that. I'll do that." And then you get

479.039

to a point where you're like, "Well,

480.639

that's not really what I'm intending to

482.479

do."

483.52

>> And so, I think this is where you step

485.84

in and sort of say like, "How do you how

487.52

do you tackle that? How is it that you

489.919

maybe why do they struggle?" And then

492.319

maybe are some things you can do to help

493.68

people get unstuck with that.

495.599

>> Yeah. I think uh by default in the tech

498.319

field especially in digital and

501.12

infrastructure things are communicated

503.52

through specs right and statements of

506.4

work are very spec heavy and and uh

509.84

really miss the nuance where really the

512.56

person at the receiving end of whatever

514.56

solution you're having actually has a

516.56

different expectation and so the

518

expectation gap the way you the way we

520.399

have at least successfully tried to

522.399

bridge it from hey I want to have you

524.88

know this integration or I want to have

526.64

this workflow or using the story was a

529.92

really

531.519

really productive way of actually having

533.36

them come back to what are your outcomes

535.6

that you're looking for tell us the

536.88

story what it looks like for you on your

538.56

day-to-day you know I used to have a

540.88

saying in our company when I was younger

542.32

and stupider still learning

545.44

um used to say always speak to me in

547.36

bullet points you know tell me tell me

549.68

exactly what you want to try just in

551.2

bullet points and the problem with that

552.64

is that you lost the actual

556.32

nuance in it and I learned early on that

559.44

it's the story that where you get the

561.2

real expectation and you you can you

564.24

know boil it down to a simple example of

566.16

if our MSP division you know someone

569.04

calls in and says something simple as

570.959

this printer is not working but the real

572.64

issue is he wants a great report to be

574.399

printed out in time for that that's the

576

real issue it's not the printer is

577.2

working there's a time sensitivity you

579.2

find out hey what are you trying to

580.24

accomplish instead of the computer's

582.72

work or the printer's

585.36

We always tell our our team that we're

587.44

customer service people first and we

589.2

just happen to do technology and really

591.76

learning about the person's

592.959

expectations, what they're trying to do,

594.48

what the end result is, what the story

596.399

looks like. So when we do large big um

601.2

um enterprise projects, you know,

603.12

quarter million to a million dollars

604.399

worth of work, um we want to look at

606.88

what's the story of the organization,

609.279

where are they going, what are they

611.36

trying to accomplish, and what are all

613.44

the characters involved, and that allows

615.6

us to actually see how what we're doing

617.6

and how it touches and what the real

619.519

expectations are, not just plug in this

621.839

widget.

623.12

>> Does that make sense?

624.32

>> Yeah, that that totally makes sense. Um

627.04

I know one of the things that I find

628.48

that um is a struggle I think especially

631.92

people come out of technology world

633.36

because they that very much spoke to me

635.44

the whole hey speak to me in bullet

636.88

points because that is very often

638.24

they're like I just tell me what to do

639.92

that's what I'm going to do and I'm

640.88

going to go do it

642.079

>> and too often I think that's that's part

643.839

of what we talk about a lot is that's

645.04

sort of what separates good developers

647.279

from coders and and just technologists

650.72

is the ability to actually solve

652.24

problems

653.44

>> right

653.92

>> when you're working with and I guess

655.6

it's on both sides of the conversation

656.959

when you're whether you're working with

658.24

your customer or you're you're training

660.24

up your your people and your staff is

663.44

how do you address them? Uh it it's I'm

667.519

trying to think the best way to do it,

668.56

but sort of the forest and the trees

670.079

aspects of this because you want the

671.68

story because you really need the why to

674.079

be a Simon Synynic kind of thing. Throw

675.68

that out there is you you need why you

677.279

want to why do you why do you need this?

679.2

you want it.

680.24

>> But then there's also a need to dig into

683.279

those sometimes and there needs to be,

685.68

you know, it's it's a and sometime

688.48

sometimes I've run into it both sides of

690.079

it where it's either a technologist.

691.36

It's like, well, I don't know,

693.6

>> you know, I really need those details.

695.68

So, they forget the story or I'm talking

697.92

to somebody that's a business owner and

699.36

they're like, they're telling the story.

700.64

say, "Well, I really need some of these

702.079

details." And they and it it hurts

704.48

essentially for them to dig into them

705.839

sometimes because it's not a level of

708

detail they want to get into. So, it's

709.839

how do you how do you marry it? How do

712

you you share how those needs can both

714.88

be met?

716.32

>> Yeah. Uh

718.72

really, I mean, any project really is

720.959

two parts. It's that initial discovery

723.68

and then of course the implementation.

725.519

It's in a discovery where you really

727.44

invest in conversations and developing

729.44

the relationship with the end user. Um,

732.16

we highly highly recommend actually

734.8

interviewing everybody that's going to

736

be touched by that project. Talk to them

738.16

about how will this change your

740.24

dayto-day? Tell me about what you do

742

today. Tell me how long you've been

744

here. What are the challenges you've

745.68

had? It's really in those conversations

747.76

and developing relationships with the

749.44

end users and your your your partner

751.519

that you're trying to solve a problem

752.56

for that you really get the value in the

756.079

implementation cuz we've come back to

757.839

clients and say actually after we've

759.68

interviewed everybody your discovery you

762.399

don't need this. This is a shiny object

764.8

you thought was solving all your

766

problems, but the real problem is all

767.76

this shadow data over here are these uh

770.8

processes that need to be re-engineered

772.48

and automated and you can save yourself

774.88

hundreds of thousands of dollars. You

776.8

know, I always think about folks that go

778.24

off and still do, but used to go off and

780.72

buy Salesforce thinking that they would

782.24

sell more or they would do all these

784.48

things. The platforms and the tools,

787.68

they're really not that important. You

789.519

have to start with people first and then

791.839

processes and then platforms. And a lot

794.32

of folks when they think they're solving

796.16

a problem, they see something and go,

797.6

"What we need is a CRM or what we need

799.44

is a CMS or what we need is this." And

802.16

actually, what you need is to talk to

803.6

your folks and go, "How can they do

805.279

their job better?" You know, what makes

807.68

them tick? Do they understand why

809.279

they're doing this? Because, you know,

810.639

Simon says, right, start with why. But

813.279

the key part of that statement is start

815.92

with why. It's the start part. There's

818

more to it than just the why. It's why

820.399

and where and how and where we're going

822.399

to end up in what is what does our

823.92

company look like in, you know, next

826.24

year after we implement this solution.

827.92

What does it look like in three years?

829.44

What do people's jobs look like? Are

831.6

they being more productive? Are they are

834.24

they able to handle new things? Can we

836.16

add a new line to something? And there's

837.92

just a lot of things. And it's really

841.519

almost well everything in life. It's

843.199

relationships. And uh story is a really

846.079

good um vehicle to try to have those

850.48

relationships, talk about them, and see

852.079

how they can be affected by whatever

853.6

solution you're building.

855.92

>> So I got a question on that. Um so

860.48

as you know, for all the years you've

862.24

been doing this and uh I'm sure you've

864.32

got some interesting uh stories in the

867.44

trenches. What are some of the

870.88

or can you give an example of you know

873.519

how this a great experience getting the

877.12

re uh doing the discovery and

879.04

implementation and then follow that with

881.279

your like worst or kind of your most

883.92

challenging

885.44

uh experience with pulling this

887.44

information from your customer your

888.959

client.

891.519

Yes, I have a good and bad with one

894

client that I could think of in my it

895.92

was there's good parts to it and there's

897.519

bad. Um, and it was a very large

899.6

association. Um, you know, multi

902.48

multi-million dollar probably about a$80

904.56

million organization and um, they had

908.88

desperate service lines and when they

911.199

had brought us in they wanted to talk

913.199

about just something to do with their

915.76

infrastructure because of our NSP side.

918.72

I mean like you I mean this is the

920.639

biggest problem probably in most

922.079

organizations. Their RFP was not good.

925.04

And I think you know if someone could

926.48

start a company that just focus on

928.16

coaching people to build good RFPs it

930.079

would solve a bazillion problems I would

932.959

think. But we got the RFP and I went

935.36

down and said listen

937.68

we're not going to build anything off

938.88

this RFP. We we we declined the RFP and

941.12

told them why. And that's been one of

942.32

our best u ways to help get partners.

945.519

who said, "Here's what's wrong with your

946.88

RFP and why you can't actually respond

949.68

to it." And so when I went down there

952.16

and we did a story exercise with them

954.48

over a couple days with their um

956.72

executive team, walked through stuff and

960.079

that was really helpful in uncovering

961.92

what the real issues were underlying it.

964.639

They thought it was X, but they took the

967.6

time. And I think I I really challenge

969.68

every person out there that's hiring a

971.6

company, take the time to have a company

974.639

that cares to listen to you come in and

977.68

and walk you through a process. And you

980.399

know, I know, you know, I I've been

982.32

influenced by a lot of story brand and

983.839

I've adapted some of that into a

986.48

discovery process, talking about

988.56

people's challenges and what their plan

991.279

is, etc. But within that group, there's

994.079

a subset. You talk about a bad part

996.56

where that person just refused to talk

999.519

because they knew change was coming and

1002.399

they did not want to reveal. And usually

1004.48

the folks at the top have a plan and

1009.279

then the person below them as soon as

1011.519

they start seeing what the questions are

1013.12

and start having to talk about them

1015.44

change is probably the worst thing for

1017.92

those folks because they know they will

1019.279

never actually make it right. um if this

1022.56

thing happens they have their little

1023.839

thief and they want to keep it. So I

1025.6

would say the challenges is getting

1026.959

people to engage and the reason why it

1030.88

doesn't work is when you don't have

1032.079

leadership at the top that makes people

1033.919

with engage and for some reason they

1036.24

didn't want to uh force that solution.

1039.28

Does that answer your question? It it

1041.36

does which I kind of have a followup

1043.039

because I have had a recently a similar

1045.6

situation to uh a project I worked on

1048.799

where we gathered most people were on

1052

board but of course you have your

1054

outliers that don't want to get involved

1056.24

and it has caused some interesting

1058

challenges.

1059.679

>> Sure. Do you have any tips on how to

1062.96

break these people out of their mold to

1065.2

get this information from them? Uh, or

1067.919

kind of maybe ease the tension a little

1070.24

bit to help them be more engaged even if

1072.64

leadership can't really like for lack of

1076

better per example, you know, lack of

1078.72

leadership where there just isn't a

1080.64

strong enough push to make people get

1083.12

engaged.

1085.919

>> Yeah. um you know the folks that don't

1088.48

want to engage is kind of like that see

1089.84

and cold pen loop where you know what we

1091.6

have here is people that don't listen

1093.679

and uh they so we get what we get right

1096.799

and you're going to have probably a good

1099.12

3 to 5% of people that are immovable

1103.28

and

1105.039

usually I will sit down with the seauite

1107.84

the COO CEO or whoever the the uh

1112.16

champion of that initiative is in the

1114.24

organization I'll say listen you have

1115.6

two choic choices really. We either work

1118.96

with them and you encourage them that

1120.32

this is part of their job that we need

1122.559

to move forward or what's three choices

1125.919

are you replace them. Well, it's really

1127.84

two. You replace them. You either move

1129.44

forward or they get replaced. And

1133.919

I find in a lot of nonprofits and

1136.24

association the will to do that is

1140.88

harder because the job is a cozier job.

1145.12

generally speaking in some ways you know

1147.36

and you and that person has friends on

1149.919

the board and this is politics get

1152.16

involved so the way to overcome it

1155.2

though that we've had success in it is

1158.16

it takes time and I usually tell a

1160.4

seuite person hey we're not getting what

1162

we need let's not push this through as

1165.28

fast as you think we need to right let's

1167.919

take the time let me you almost have to

1170.559

be friend and you have to help walk the

1173.52

person through where, you know, what

1176.32

their future could look like. And part

1177.84

of that is really understanding what

1179.44

their pro their pain points are and

1181.76

having empathy for that because really

1183.6

at the end of the day, they want to know

1185.28

that they're more that they're valued

1187.039

and if they don't want to be replaced.

1188.559

And you go, okay, what would make you

1190.16

more successful at this job right now

1192.96

regardless of what we're doing? And you

1195.039

start pulling that out of them and you

1198

talk about what outcome would you like

1199.52

in this job? like how could what would

1201.679

you like to see in this department that

1203.679

you're working on and they're and

1205.28

generally speaking over time you show

1207.84

them that you're not a threat but you're

1209.2

an enabler to them. It's just like AI

1211.679

conversations with a lot of our clients

1213.039

when we come in to put in an AI solution

1214.88

or agentic uh automation of some sort.

1218.88

We stress that this is an enablement

1220.48

tool for you. It is not a replacement

1222.24

tool. The only time it becomes a

1224

replacement tool is if you resist

1226.88

uh some kind of you know betterment of

1229.52

your solution because you know

1231.44

especially in a commercial company

1232.64

seuite like you do it or you don't you

1234.96

know you don't be here. So I I always

1237.28

take it's about the relationship

1238.96

starting a relationship and we have some

1240.24

really good strategists and project

1241.84

managers and account managers that are

1244.08

really good in coming alongside and

1247.44

positioning ourselves as their partner

1249.76

not as a third party consultant. We're

1252.4

not the Bobs coming in and saying, "Hey,

1255.52

you know what? What do you say you do

1257.44

around here?" We come in there and say,

1259.919

"What can we do to make you uh happier

1263.679

at this job, more efficient at this job,

1266.32

and uh more successful so that you

1268.48

shine?" And so that's really the route

1270.72

to do. It's it's an empathy relationship

1273.039

side or you know, you get the seauite to

1276.24

to bring in some pressure.

1278.88

Oh,

1279.12

>> great. Thank you so much.

1282

Yeah, I've got talk back. I guess we'll

1283.84

flip back a little bit on the that whole

1285.6

that RFP comment. Um because I do find

1288.96

that a lot is that it's um it's like a

1292.88

crutch. It's it's really an interesting

1294.4

one is that like somebody will say

1296.48

there's a there's a combination of that

1298

is that there's I think people get a

1299.6

hold of like uh they'll hear ERP or CRM

1302.48

or something you know anything CMS,

1304.88

ABCYZ, it doesn't matter what they'll

1306.559

hear something they'll be like this is

1307.84

what it is. This is going to solve our

1309.36

problems. Y

1310.4

>> like you said and then you realize no

1312.64

it's not and there's been RFPs I don't

1314.559

know how many times I've seen RFPs big

1316.88

and small that they say this is what we

1318.96

want and this is what we want to build

1320.64

and these are the requirements and you

1322.24

look at them and you say

1324

>> no that is like what you say you want to

1326.72

build and what you're laying out is how

1328.4

to build it.

1329.28

>> Yeah. uh especially now I'm wondering if

1331.76

you've seen this is where I'm going with

1333.039

the actual question is like have you

1334.88

seen this

1336.799

because I have in the last few month

1338

have you seen this like I guess getting

1339.28

worse in the last 6 months to a year or

1341.2

something like that where people are now

1342.799

I'm seeing people are using AI chats to

1345.44

go generate rate requirements on

1347.52

something

1348.559

>> but they're not asking the right

1350.08

questions basically and so AI gives them

1352.48

answers but not the way they need to you

1355.52

know it's not something that's actually

1356.72

helpful. Yeah, I well I think a good RFP

1361.6

here's the hallmarks of RFPs that we'll

1363.52

look at seriously. One, they have a

1365.44

business case

1367.36

uh clearly articulated prior to actually

1370

asking for the solution they're looking

1371.36

for. So they identify the problem they

1374.4

they identify what the outcome they're

1376.08

looking for and then they have if they

1378.559

do not have this we will not respond.

1380.159

They have a budget that they want to

1381.76

apply to them. If you don't have a

1383.919

budget, you're not serious about solving

1385.679

a problem. And that's really where it

1388.159

starts. So a good business case that

1389.76

articulates the problem clearly where

1392.32

they want to see the outcome and the

1393.679

business. Now that's a good start.

1395.44

That's a start to talk

1398.96

when you if I you know we we actually do

1402.48

RFPs for other things in our company and

1404.72

we do that but we also want to say we

1407.44

would like a discovery for we want we

1409.44

want to see and we'll pay for a

1410.88

discovery. I just did it yesterday.

1413.76

If you don't want a paid discovery,

1415.76

you're not serious about the solution

1417.039

because there's no company in the world

1418.32

that will understand your RFP and be

1419.679

able to deliver on it without them

1420.96

sitting down with you and having a

1423.76

number of conversations getting a bit of

1426.159

data. And sometimes it's a little bit,

1428.08

sometimes it's a lot. But we really we

1431.12

really tell clients that you should

1432.799

budget anywhere from 10 to 15% for a

1435.28

discovery of your out of your budget for

1438.32

a company that you like that you think

1439.919

will fit the bill. And then that comes

1442.32

back and you do a Moscow, you know, must

1444.559

haves, you know, uh, like to have and

1448.159

don't need to have. And that's what you

1449.679

want back from a discovery where they

1451.6

price out that so you can see where

1453.52

you're going. But I see a ton of AI

1456.08

generated RFPs. A lot of cut and paste

1458.88

and I know because a lot of them are

1461.12

contradictory and they don't think it's

1462.4

contradictory and they really should

1465.2

have a either a consultant or RFP person

1467.76

help them develop that RFP if they're

1469.76

serious about making it and getting

1472.159

serious responders. The quality RFP is

1475.52

going to generate the quality of the

1477.279

responders that you have. And the last

1479.36

thing you want someone to do is giving

1480.559

you, "Yeah, that's your budget. We can

1482

do it." And then I just saw this with a

1484.72

CRM implication. Um they they brought us

1488.159

in to do a uh needs analysis and create

1491.44

an RFP for this. We sent it out and one

1495.44

of the vendors responded, "Yep, we can

1497.12

do this." And we told the client, "Do

1499.2

not hire them. They have not done their

1500.88

own discovery. They have not articulated

1503.84

that they understand your business need

1505.52

very clearly in their response." But of

1507.76

course, the client's like, "It's the

1509.2

cheapest one." I'm like, "Of course it's

1510.48

the cheapest one." Yeah,

1512.159

>> of course that's what it means. And so,

1516.159

um, yeah, any any company worth its salt

1519.039

will will invest in the RFP process and

1521.44

the discovery process.

1523.279

>> So, when you're working with these

1524.64

companies, have you, um, and if they

1527.52

don't have an RFP in place or they're

1529.44

still struggling to figure out

1531.76

>> what their problem is, do you have like

1533.279

a checklist or do you have um any type

1536.24

of documentation or suggestions to

1538

provide them?

1539.279

>> 100%.

1540.159

>> Okay. Yeah. So,

1542.799

>> well, we'll have companies come in and

1543.76

say, "Hey, can you help us with this?"

1545.039

They don't have an RFP. That's fine.

1547.2

We'll do a discovery. And what we tell

1549.12

them is you can take the discovery and

1551.52

you can have us build a RFP for you and

1553.44

you can shop it out. You don't have to

1554.64

use us, but or we can use it and respond

1557.679

to that said RFP. I said it's a little

1559.84

bit of conflict of interest, but we want

1562.72

you to be able to see what you truly

1565.2

need first because if we don't know what

1568.24

you truly need, we're not going to be

1569.6

able to build it. a discovery process if

1571.52

you don't have the RFP and have a

1573.44

company that's really good at that and

1574.96

presenting a a nice road map an

1578.64

understanding a schedule cuz there's

1581.36

nothing more glorious than receiving RP

1583.2

that actually has a Gant chart and a

1585.12

budget you're just like that's amazing

1587.039

we love these people it might not be

1589.039

right but they understand what what what

1591.36

it takes to go forward right especially

1593.919

on enterprise type projects that are you

1596.799

know half a million dollars

1599.76

So on the flip side of that, so if uh

1601.679

you're as you're advising these

1603.2

companies uh looking for people

1606.159

responding to the RFPs, how do you help

1608.64

them weed out the good from the bad?

1612.64

>> Sure. So when you're like so when we did

1615.279

this one project with this client where

1616.559

we reviewed a number of CRM vendors for

1618.4

them, we created a u a requirements

1621.84

document that tied back to the business

1624.24

case and to the story and said here are

1626.32

the requirements that need to be

1628.32

implemented in this solution for the CRM

1630.32

to work correctly. And then we actually

1632.72

created a a grading matrix for that for

1634.88

them. And so when we interviewed I don't

1638.48

know how many when I say we I didn't do

1640.48

any of this work our strategists and ams

1643.6

did uh when they reviewed it they could

1646

actually create a a checklist and they

1649.6

create notes next to each one based on

1651.52

the answers that they were given and so

1653.039

we could have a grading system and so

1655.2

the client was you know here this one's

1657.919

you know 92% capable of solving this

1661.84

these 8% issues have to be resolved this

1663.679

one's 80% this one's 70% % and so you

1666.96

have eyes wide open. So you might want

1668.48

to choose the 70% because of the 70%

1671.919

those are the majority of the things

1672.96

that are really in your Moscow are key.

1675.279

These are they got the must haves which

1676.96

are 70%. The other ones we can phase to

1679.76

them and then we usually have a 80 155

1682.399

rule we try to tell our clients is that

1684.159

you want to try to get 80% of what you

1686.159

want done in the first uh engagement

1689.6

part because you're not going to get

1691.039

100% perfectly done but don't make the

1694.08

you know perfect the enemy of good. So

1695.679

let's try to aim for 80%. things that

1697.919

are 15% of the time that you need. Let's

1699.679

face to those and see if they actually

1701.039

really are needed or you're going to

1703.279

accommodate some other. If it's 5% of

1705.279

the time, try not to accommodate

1707.12

education. That's where the price goes

1708.96

up significantly.

1710.96

So, we try to have that grading matrix.

1714

We tie it. Again, there's it's there's a

1716.799

lot of science, but a lot of art in

1718.559

that. And it gives people, especially

1720.88

our clients, a good perspective and eyes

1723.12

wide open of what to expect. And when

1726.399

that translates into a so it works out

1728.88

perfectly, right? And you can say, "Oh,

1731.36

the S so aligns perfectly with what

1733.44

we're expecting."

1735.44

>> Yeah. I think that's um I've run into it

1737.2

more than a few companies. It's gotten

1738.48

better, but especially in early years, I

1740.32

had to you had to educate them a little

1741.76

bit to say like this is part of the

1743.12

process. This is not this is not like a

1745.12

throwaway. This is not like you're going

1746.399

to go do this and then all that stuff is

1747.84

lost and you start all over again. It's

1749.12

like this is part of

1750.88

>> doing it right. Um, one of the things

1753.52

I've run into, I'm wondering how often

1754.799

you've you've run into this. That's uh I

1757.2

find an interesting and talks a little

1759.52

bit about our earlier conversation about

1761.2

where you go in and you sit down with

1762.72

people and you see what they do and what

1764.08

their pain points are. And sometimes

1765.44

that evolves as a relationship evolves.

1768.32

They're a little more open about like

1769.6

some of the pain points or some of their

1771.2

little, you know, side apps that they

1773.52

use and things like that job done. So we

1776.64

do the same thing is we'll do an RFP and

1778.559

it's a you know sort of like a straight

1780.48

up however we do it you just like you

1782.559

know one to 10 what is it do you have it

1785.039

and then behind that there's a then

1786.48

there's a secondary sort of a matrix

1788

that prioritizes stuff like you said so

1789.84

you're going to say like these are

1790.64

things we need these are things we want

1792

to have these would be nice to have one

1794.64

of the things we found several times is

1796.08

that you you trust the process and you

1799.2

you build it out and you get down to you

1801.52

know usually it's actually pretty easy I

1802.88

found even with dozens or hundreds of

1804.88

people responding you can actually get

1806.24

it down pretty quick with something like

1807.52

that to say, "Okay, we're going to go

1808.64

talk to Tim." Uh, but I found more than

1810.72

a few times where you do that and you

1812.24

get into the bottom list. You start

1813.76

getting into that short list and you get

1815.76

push back from the customer. They're

1817.279

saying, "Well, you know, well, this guy

1818.799

got a 90 and that guy got an 80, but we

1820.559

really like what the 80 is providing

1822.399

better." And it's which to me is like,

1824.64

okay, well, maybe we didn't prioritize

1826.48

these things right. I mean, some of it

1828

is like, I like that guy or that gal

1829.76

better than the other one, which I get

1831.6

that, but sometimes it is. It's it's at

1833.679

least I've seen that sometimes. I wonder

1835.12

if that's something you've seen as well.

1837.039

>> Yeah, that's that's a really good point

1838.399

actually. Um I appreciate that Rob

1840.32

because I think a lot of times in those

1843.279

matrixes it's the nuance uh that starts

1846.32

coming out. That's why we have that

1847.44

notes right next to whatever the grade

1849.2

is and we go you know this person

1851.76

greeted lobe on the delivery of this but

1854.72

I think they understand that holistic

1856.08

scope better based on that point. The

1859.6

other thing that's really great on a

1860.96

discovery is and when you look at an RFP

1863.679

that that's responded to after you've

1865.279

done that discovery,

1867.36

the ones that ask the good questions,

1869.2

the ones that are more questionbased

1871.919

responses in RFP, did you check about

1874.32

this? What about that are I feel like

1877.679

there's some shadow data over here that

1880.96

is should be incorporated into this

1883.36

solution. So that's one of the uh ways

1885.919

that you know while we still grade it at

1887.76

we give recommendations based on the

1889.279

holistic view like while they don't have

1892.799

the experience in doing x y that doesn't

1896.159

matter as much as them understanding

1899.36

exactly what you're trying to accomplish

1901.279

because they solve these problems. Yeah.

1904.799

This is where it goes back to the art

1906.24

and the relationship, right? If if if

1909.2

the vendor actually has a comprehension

1912.159

of what you're trying to accomplish and

1913.519

the story and where you're going and

1915.6

writes themsself into that story very

1917.36

well and and provides themselves as the

1920.24

guide to you very well, they're a better

1922.88

vendor at the end of the day. You know,

1925.039

I remember a story about I think it was

1926.64

in Harvard Bus Harvard Business Review

1928.88

about you know what's the best CEO or

1931.919

the best employee and it's not the A

1933.519

student, it's not the B student, it's

1934.799

the C student. the C student actually

1936.32

understands how to get from point A to

1938.64

point B quicker and more efficiently and

1941.84

can see through the BS and doesn't, you

1944.24

know, dot every dot. And the reason why

1946.399

is at the end of the day that they know

1950.88

the the long-term outcome, what will

1952.72

help them get to the the end point more

1955.519

efficiently and actually address the

1957.919

root issues. Whereas the A student, you

1961.12

know, trying to be perfect in everything

1963.279

>> that that's you're gonna be stuck. I

1966.64

think it's for the companies that are

1968.24

the the the grinding companies that have

1971.039

the grit that go through it day in day

1973.6

out and aren't all flashy about

1976.399

everything going perfect. Um they're the

1978.799

ones that I really admire because they

1981.36

actually know how to get from the point

1982.96

A to point Z and they know it's going to

1984.48

take a hard time and they they're not

1986.32

trying to blow smoke. They just going to

1989.12

grind right through there. I have a lot

1990.799

of respect for those.

1993.36

>> And that is where we're going to pause

1995.76

this first part of our interview with

1998.08

Dusty Gullison. And it keeps going. Uh

2001.84

it's really a great time. Uh first I

2004.08

want to thank him again for his time and

2007.2

jumping on and uh having just really

2010.559

it's one of these it has been a great

2012

conversation. It's one of these things

2013.12

that like when you uh are surrounding

2015.84

yourself and getting input from people

2017.84

that have done the things that you're

2020.08

you're looking to do, you get a lot of

2022

great ideas. There's a lot of stuff that

2023.36

comes out of it that is um especially

2025.679

when you let them just talk that is

2027.12

better than just throwing questions out

2028.559

there. You can hammer people with

2030.08

questions all day long, but there's

2032.32

going to be to me this is one of those

2034.32

where there's going to be things you

2035.519

don't know what you don't know. And I

2037.44

think some of those things come out. And

2038.799

there was along the way I was taking a

2040.559

few notes as well. Some things like, "Oh

2042.08

yeah, I should do that. Oh yeah, I'd

2043.36

forgotten about that." Um, bonus

2046.799

material for those of you guys out

2048.32

there. We talk about RFPs. We do have,

2051.52

and I think out, I don't know if it's

2053.04

available. I'd have to figure out where

2054.24

it's at right now, but shoot us an email

2056.399

at infodelveloper.com

2058.079

for we do have an RFP course. I think

2060.399

there's actually like an intro and then

2062.24

a more advanced one. A lot of the stuff

2063.919

we talk about here, uh, it's in there.

2066.399

spend a couple hours investing. We'll,

2068.32

you know, in walking through it and we

2070.159

would be happy to talk about it. We've

2071.52

got some templates and things like that.

2073.359

Some of the things that we touch on

2074.639

here, but then we also go a little

2076.159

deeper about, uh, how to ask some of the

2078.399

questions and and some areas that you

2080.72

need to make sure you cover when you're

2082.72

putting together an RFP. So, uh, it was

2085.119

just awesome for that to come in. So, we

2086.96

will do a little bit of shameless

2088.56

self-promotion for that as well. Uh, but

2091.119

let us know if you need any help with

2092.32

that because it is critical. It is so

2094.32

many projects. the RFP did not go well

2097.44

and that's honestly why RB Consulting

2099.52

exists is to correct all of the the bad

2102.72

starts and find ways to fix those. Uh

2104.88

and a developer that's why we hope you

2106.8

will be a better developer if you can

2108.48

understand these sorts of things. Thank

2110.8

you so much for your time. We appreciate

2112.56

you. Go out there and have yourself a

2114

great day, a great week and we will talk

2116.32

to you next time.