atw: Re: Extracting technical information from SMEs

  • From: warren.lewington@xxxxxxxxx
  • To: austechwriter@xxxxxxxxxxxxx
  • Date: Thu, 13 Oct 2005 12:29:21 +0800

That can be really hard Debbie. Simply rocking up to a stranger and 
attempting to gather complicated information out of them generally won't 
work out. But I have found working with SME's can be the most rewarding 
part of the job. Hey, you know, we're people, we are meant to be 
communicators and the primary form of communication is conversation with 
others.

The best (maybe only) way is to create a relationship. Find out about 
them, as people, with conversation. One of the things I have found with 
many SME's is that they are inherently shy. Shyness will often create a 
reticence to communicate with others about anything. To breach these gaps 
and make them comfortable with you is the easy way to take liberties with 
their time when the pressure is on. SME's are often extremely able to 
focus. Breaking that concentration to deal with something extraneous to 
them is much easier if you have a basis from which they relate to you. 
Showing an interest in what they are doing is absolutely critical too.

Once you have the basic relationship going, you can work out what the best 
way to go is when it comes to getting info out of the person. Find out if 
they have special things going: Kamala, (the best engineer I have had the 
privilege to work with), did 8 hours straight so she could get home to her 
kids; consequently, initially giving plenty of notice to her about time I 
needed with her initially eventually led to interrupt when I wanted to! 
One engineer at Tyco was an afternoon person; so I planned time in the 
afternoons. Another was a morning person, so I arranged before lunch 
meetings. Here, I have to work in with site engineers who may be away for 
weeks, so I need to know when they will be in to pick their brains. One 
engineer here is impossibly busy (doing his own and the work of an 
un-replaced engineer), so I have to negotiate time from him; while others 
are open office, and I interrupt when I want to. One young engineer I know 
cannot write; but he orally describes things beautifully logically and so 
that is easy, I take hand notes, and he is awesome at mathematical 
problems. 

Sometimes structured interviews, with questions sent beforehand, and time 
for a meeting is required. Sometimes a tape recorder and/or hand notes, 
sometimes a series of informal conversations when you get to a show 
stopper works; while sometimes, joy of joys, they have various bits of 
info already! Often you will have bits sent to you as required. Many times 
with extreme software development teams I have had to walk around finding 
out what has changed! And that really depends on having a basis from which 
to interrupt.

Another thing is getting up from your desk and walking around the place to 
see people, rather than ringing someone or Emailing them. I actually get 
shirty with people who ring me when they are literally only ten metres 
away. The reason? How rude in the first place... If you want something, go 
and see the person first. Clarify it with an Email later when you have a 
better informal picture, and more often than not, no email is required.

Saying hello to people and engaging with everyone on the floor you may 
directly or indirectly have contact with goes a long way towards breaking 
barriers down. It is also a good way of finding out about others, the 
politics and pecking orders in organisations. One young and out of their 
depth project engineer I worked with was indecisive, difficult to please, 
and constantly changing their mind. I confirmed my suspicions through the 
grapevine that I was not alone with these problems, and changed my 
approach to working with the engineer. Without the basic relationships 
established, I could not have done that.

Eventually their will be occasions when recalcitrant SME's just don't 
help. For whatever reason, that is when gently pushing superiors into 
action is required. I usually inform the people affected by recalcitrant 
SME's behaviour, very soon after a pattern emerges, so no-one gets 
surprises and the problems can be fixed early. 

I hope this helps with a few ideas for you. 
Warren Lewington
Technical Writer
Metso Minerals
Arndell Park, Sydney.
NSW, Australia.

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