Methodology · Practice 02 · Diagnosis

Sorting the problem from the system it arrived in

Before replacing a system, sort every complaint into two piles: what would exist on any system, and what belongs to this one. Most replacement projects fail because nobody did.

When this fits
  • A business is unhappy with a system — an ERP, a CRM, a process — and is considering replacing it
  • The complaints are numerous, mixed together, and everybody has a different one
  • Someone is about to spend real money on a replacement
  • A handover is coming and nobody can say which parts of “how we do things” are essential
How it works
1

Collect five complaints, verbatim

From the person closest to the pain, in their own words. Not a summary, not a survey — the actual sentences. A paraphrased complaint has already been sorted by whoever paraphrased it.

2

Sort each one into U or W, before diagnosing anything

U = it would exist on any system, because it comes from the business itself. W = it belongs to this particular implementation. Do the sort first. Diagnosing before sorting is how you end up solving the wrong pile.

3

Test every W with one question

“Would this still happen on a well-configured competitor's system?” If yes, it was never a W — move it. This question catches most of the misfiling.

4

Watch for compound complaints

One symptom often contains a U factor and a W factor stacked together. Split them, or the U half will survive the replacement and everybody will be surprised.

5

Track the ratio over time

The U/W ratio is a management signal, not a one-off finding. A ratio drifting toward U means the constraint is moving into the business itself, where no software will reach it.

Why it works

Replacement projects fail in a predictable way: they replace the W pile and leave the U pile untouched. The new system then inherits every U complaint, the vendor gets blamed for problems that were never theirs, and the business concludes that software does not work here.

The ratio tells you what kind of problem you actually have. Mostly W means the implementation genuinely is the problem and a replacement might help. Mostly U means the complexity is real, it lives in the business, and buying a new system would be an expensive way to discover that.

U — inherent to the business

Survives any replacement. Not an excuse — a real constraint that is simply not a software problem.

  • Genuine operational complexity
  • Coordination across sites or entities
  • Governance friction between owners
  • Market or commodity volatility
  • An authority handover in progress

W — belongs to this implementation

Candidate for retirement. It worked once, under conditions that have since changed.

  • Master-data quality
  • Stale or wrong permissions
  • An interface built for a different market
  • Shadow spreadsheets and chat threads
  • Scope gaps nobody re-checked
Worked example

A Thai–Japanese packaging joint venture, three years into an unpopular ERP and seriously considering replacing it. Ten complaints were collected verbatim and sorted.

W: master-data quality, stale permissions, an interface designed for a different market, and a layer of shadow spreadsheets and chat threads that had grown up around the gaps. U: two-plant coordination, governance friction inherent to the JV structure, commodity price volatility, and an owner-to-daughter authority handoff in progress. Those four would exist on any software ever written.

The recommendation was not a replacement. It was a governed read-only reporting layer over the existing system — which addressed the W pile at a fraction of the cost, and stopped the business from buying a solution to problems it would still have afterwards.

Anti-patterns
  • Diagnosing before sorting. The sort is not preparation for the analysis; it is the analysis
  • Letting the vendor do the sorting. A vendor sorting complaints into “things our product fixes” and “things it doesn't” is answering a different question
  • Treating U items as excuses. They are real and they hurt — they are just not software problems, and calling them excuses is how they stay unaddressed
  • Sorting from a summary. Somebody already sorted it for you, invisibly, when they wrote the summary