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DOCUMENTATION




Hollywood staple to
Hollywood star
Record-keeping is something of a sore point for some installers, but they can
now turn to a engineering firm to take the hassle out of document management.
Paul Skelton reports on the buzz around the Firefly Design Group.




                                                         “You could certainly have a company that        – stated and unstated – and defining the job

T
          here is an old adage that still rings
          true, particularly for the home             gets by without it, but you are putting yourself   parameters and scope of work.
          automation industry: ‘If you fail to plan   and your company in a precarious position.            This has three benefits:
you plan to fail.’                                       “The team at Firefly are all engineers and          It looks sharper and more professional.
   For many installers, mainly smaller                system designers, and we have found that              It can lead comfortably into an ‘upsell’
operators, documentation is a time-consuming          documenting the client’s wants and needs all          situation that otherwise might not come up.
annoyance that gets forgotten or buried at the        the way through the various stages of installing      It idiot-proofs the intake process, so even a
bottom of the ‘to do’ pile. But it is important to    these complex systems is of the highest               relatively junior sales person can still catch
get it right.                                         importance.                                           all the important points on the first interview.
   Engineer Ron Callis Jr says he saw a need in          “Engineering drawings need to be collated          He says this will make the industry a little
the market to help installers get the basics of       so the customer and the integration crew have      more professional, and ideally a little more
documentation right, so he created the Firefly         a roadmap for success.”                            profitable.
Design Group – a professional outsourced                 Installers can commission Firefly at any            “Ultimately, documentation comes down to
design and documentation provider.                    stage during the installation. Some choose         common sense, but we all come under fire and
   Based in Hollywood, Florida, and with              to work with the firm from the beginning for        these details get missed.”
several offices around the US, the company             consistency, and others choose to unload              So, why is the business named Firefly?
works as a support system for small                   all the pieces of the puzzle in the middle            “Well, if you think of a firefly – buzzing
installation firms that have trouble with              of an installation to help get the project to      around with its tail glowing – I saw that as a
document management.                                  completion.                                        metaphor for our firm trying to bring light to
   “I’d say getting documentation right is               Either way, Ron says you should implement       the world. Plus, we may be small but we
imperative to the success of an installation,”        a fully developed, professional-looking method     are doing our best to help this industry grow
Ron says.                                             for identifying the customer’s needs and wants     and evolve.

20 – CONNECTED HOME MIDDLE EAST
Installers all around the world no longer have
                                                                                                        to go through the tedium of documentation
                                                                                                        alone. Firefly can take an installer through
                                                                                                        an entire installation from inception to
                                                                                                        completion and produce a folio complete
                                                                                                        with artist renderings.




   “When we’re working with integrators we          answer is quite often that they don’t do any.          The result will be a discovery document that
are their team, essentially working in the          Well, that’s why they can’t charge for it.          is presented to the client stating the functional
back room. We don’t interface with the end             “So it has been challenging to get installers    requirements for the project and expected
customer.                                           to do what we call proper discovery – finding        budget range. The customer will then have a
   “On occasion we meet the electrician or          out the scope of functionality and having           choice to modify the project requirements or
perhaps someone on site to help clarify things,     budgetary conversations with customers –            move forward to the detailed design phase.
but in most cases the end customer doesn’t          before entering into a detailed level of design.”      The functionality of products like Microsoft
know we don’t work for that integration firm.           Once the customer agrees with the                Excel has made producing graphs and charts
Our name or logos don’t appear on any of the        functionality and with the budget of the initial    easy, and PowerPoint has made presentations
documentation that goes out the door.”              plan, detailed system architecture needs to         simple. But in an industry where the ‘wow’
   Ron says the challenge so far has been that      occur – a detailed engineering design of all the    factor counts, these programs just don’t let
in many cases installers don’t charge for the       nuts, bolts, screws and wire ties that are going    you stand out.
services Firefly offers, so they have had to         to go into the system.                                 If you still use this software, you can be
change the way things are done.                        And, Ron says, this is something the             certain that many of your competitors also
   “In our opinion there should always be an        customer should be paying for.                      use it – a fact that will work against you in
engineering line item on every proposal that           To help, Firefly is about to launch a front-      the long run.
goes to a customer.                                 end piece of software that will take installers        “Many companies present proposals to
   “A lot of installers say they don’t charge for   right through the sales phase.                      a client who is prepared to spend tens of
engineering because the customer won’t pay             With it, after having a conversation with the    thousands on a system to make it beautiful,
for it.                                             client, installers can use the graphical software   but then treat presentation as an afterthought.
   “When I ask what engineering they do             to help create a potential system and a low-           “Excel spreadsheets have their place. But
and how they show that to the customer the          end and high-end budget for the job.                thanks to advances in computer-aided design

                                                                                                                              CONNECTED HOME MIDDLE EAST – 21
Ron’s Top 8
  1. Hire Firefly …
  2. Joking aside, installers should
        create an internally-managed
        file server for all project data. If
        someone leaves the company his
        data should not be lost.

  3. Use very simple file naming
        conventions so all submissions and
        receivables are well documented
        and using the same naming
        convention.

  4. Properly document your customer’s
        expectations; the system design
        doesn’t mean anything if you don’t
        know what the customer was
        trying to achieve.
                                                  Engineer Ron Callis Jr (left) says he saw a need in the market to help installers get the basics
  5. Keep documentation up to date                of documentation right, so he created the Firefly Design Group. With several offices around
        over the course of the project.           the US, the company works as a support system for small installation firms.

  6. Put a date on everything – every
        napkin you scribble on needs a                “Through Firefly, it’s possible for your        coffee table book that the customer can show
        date on it so it can be put into a        proposal to be a professional, sophisticated       off to his buddies on a Friday night when he’s
        chronological order.                      document that superimposes the integration         watching the ball game.
                                                  plan on the floor plan for the house.                  “It’s similar to what happens in the custom
  7.    Scan all written documents and
                                                      “There are integrators who are already doing   yacht industry. People spend $50 million or
        place them on the server so
                                                  just that. And when push comes to shove,           more on a superyacht then are almost always
        everything related to a job is easily
                                                  those integrators are going to be the ones         presented with a professional bound book that
        accessible.
                                                  getting the big jobs.”                             highlights the story of their job, which becomes
  8. Every time you have a conversation               Ron says another facet of his business is to
                                                  create sales portfolios for installers.
                                                                                                     a giveaway for their friends and family.”
                                                                                                        The future looks bright for Ron and his
        with a customer, restate the
        conversation in an email and ask              “This document is a sale tool that helps       team, with global expansion now squarely on
        for an authorisation or approval in       installers show potential clients exactly what     the table.
        writing. Don’t act on verbals.            it is they do and how they do it. We have a           “The best part about this business and
                                                  graphic design department that makes the           providing professional services like this is that
                                                  look and feel of the document unique to each       we get to provide these services to anywhere
(CAD) technology and programming advances,        integrator.                                        around the world. As such, we are considering
it’s possible for integrators to make a quantum       “These folios give our installers added        expanding into the Middle East, by setting up
leap forward in their presentations.              confidence and they’re leading to increased         an office in Dubai or Cairo.
    “Think about it – your customer thinks in     sales. I can promise you the competition              “It’s exciting to look at expanding, and
terms of solutions, not in terms of products.     doesn’t have anything similar.”                    we have a principle of doing business with
But too many proposals consist of a list of           “After an installation is complete, and        people who are fun and will allow us to have a
products and prices, without any mention of       we’ve done all of these beautiful engineering      mutually respectful relationship.
the context in which these products are going     schematics that have our integrator’s logo on         “Really, we will go anywhere and
to be installed.                                  every page, we repackage them into what we         everywhere people will have us.”
    “The context may be in the installer’s        call a customer portfolio.
head but that might not be enough when the            “This is great for a referral-based industry
                                                                                                       >c    o n t a c t s
prospect’s eyes glaze over looking at the         like ours. We can do all types of binding and
                                                                                                       > Firefly Design Group
proposal.                                         layouts, and the final product becomes a                www.firefly-designgroup.com


22 – CONNECTED HOME MIDDLE EAST

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Connected Home Jan 2009

  • 1. DOCUMENTATION Hollywood staple to Hollywood star Record-keeping is something of a sore point for some installers, but they can now turn to a engineering firm to take the hassle out of document management. Paul Skelton reports on the buzz around the Firefly Design Group. “You could certainly have a company that – stated and unstated – and defining the job T here is an old adage that still rings true, particularly for the home gets by without it, but you are putting yourself parameters and scope of work. automation industry: ‘If you fail to plan and your company in a precarious position. This has three benefits: you plan to fail.’ “The team at Firefly are all engineers and It looks sharper and more professional. For many installers, mainly smaller system designers, and we have found that It can lead comfortably into an ‘upsell’ operators, documentation is a time-consuming documenting the client’s wants and needs all situation that otherwise might not come up. annoyance that gets forgotten or buried at the the way through the various stages of installing It idiot-proofs the intake process, so even a bottom of the ‘to do’ pile. But it is important to these complex systems is of the highest relatively junior sales person can still catch get it right. importance. all the important points on the first interview. Engineer Ron Callis Jr says he saw a need in “Engineering drawings need to be collated He says this will make the industry a little the market to help installers get the basics of so the customer and the integration crew have more professional, and ideally a little more documentation right, so he created the Firefly a roadmap for success.” profitable. Design Group – a professional outsourced Installers can commission Firefly at any “Ultimately, documentation comes down to design and documentation provider. stage during the installation. Some choose common sense, but we all come under fire and Based in Hollywood, Florida, and with to work with the firm from the beginning for these details get missed.” several offices around the US, the company consistency, and others choose to unload So, why is the business named Firefly? works as a support system for small all the pieces of the puzzle in the middle “Well, if you think of a firefly – buzzing installation firms that have trouble with of an installation to help get the project to around with its tail glowing – I saw that as a document management. completion. metaphor for our firm trying to bring light to “I’d say getting documentation right is Either way, Ron says you should implement the world. Plus, we may be small but we imperative to the success of an installation,” a fully developed, professional-looking method are doing our best to help this industry grow Ron says. for identifying the customer’s needs and wants and evolve. 20 – CONNECTED HOME MIDDLE EAST
  • 2. Installers all around the world no longer have to go through the tedium of documentation alone. Firefly can take an installer through an entire installation from inception to completion and produce a folio complete with artist renderings. “When we’re working with integrators we answer is quite often that they don’t do any. The result will be a discovery document that are their team, essentially working in the Well, that’s why they can’t charge for it. is presented to the client stating the functional back room. We don’t interface with the end “So it has been challenging to get installers requirements for the project and expected customer. to do what we call proper discovery – finding budget range. The customer will then have a “On occasion we meet the electrician or out the scope of functionality and having choice to modify the project requirements or perhaps someone on site to help clarify things, budgetary conversations with customers – move forward to the detailed design phase. but in most cases the end customer doesn’t before entering into a detailed level of design.” The functionality of products like Microsoft know we don’t work for that integration firm. Once the customer agrees with the Excel has made producing graphs and charts Our name or logos don’t appear on any of the functionality and with the budget of the initial easy, and PowerPoint has made presentations documentation that goes out the door.” plan, detailed system architecture needs to simple. But in an industry where the ‘wow’ Ron says the challenge so far has been that occur – a detailed engineering design of all the factor counts, these programs just don’t let in many cases installers don’t charge for the nuts, bolts, screws and wire ties that are going you stand out. services Firefly offers, so they have had to to go into the system. If you still use this software, you can be change the way things are done. And, Ron says, this is something the certain that many of your competitors also “In our opinion there should always be an customer should be paying for. use it – a fact that will work against you in engineering line item on every proposal that To help, Firefly is about to launch a front- the long run. goes to a customer. end piece of software that will take installers “Many companies present proposals to “A lot of installers say they don’t charge for right through the sales phase. a client who is prepared to spend tens of engineering because the customer won’t pay With it, after having a conversation with the thousands on a system to make it beautiful, for it. client, installers can use the graphical software but then treat presentation as an afterthought. “When I ask what engineering they do to help create a potential system and a low- “Excel spreadsheets have their place. But and how they show that to the customer the end and high-end budget for the job. thanks to advances in computer-aided design CONNECTED HOME MIDDLE EAST – 21
  • 3. Ron’s Top 8 1. Hire Firefly … 2. Joking aside, installers should create an internally-managed file server for all project data. If someone leaves the company his data should not be lost. 3. Use very simple file naming conventions so all submissions and receivables are well documented and using the same naming convention. 4. Properly document your customer’s expectations; the system design doesn’t mean anything if you don’t know what the customer was trying to achieve. Engineer Ron Callis Jr (left) says he saw a need in the market to help installers get the basics 5. Keep documentation up to date of documentation right, so he created the Firefly Design Group. With several offices around over the course of the project. the US, the company works as a support system for small installation firms. 6. Put a date on everything – every napkin you scribble on needs a “Through Firefly, it’s possible for your coffee table book that the customer can show date on it so it can be put into a proposal to be a professional, sophisticated off to his buddies on a Friday night when he’s chronological order. document that superimposes the integration watching the ball game. plan on the floor plan for the house. “It’s similar to what happens in the custom 7. Scan all written documents and “There are integrators who are already doing yacht industry. People spend $50 million or place them on the server so just that. And when push comes to shove, more on a superyacht then are almost always everything related to a job is easily those integrators are going to be the ones presented with a professional bound book that accessible. getting the big jobs.” highlights the story of their job, which becomes 8. Every time you have a conversation Ron says another facet of his business is to create sales portfolios for installers. a giveaway for their friends and family.” The future looks bright for Ron and his with a customer, restate the conversation in an email and ask “This document is a sale tool that helps team, with global expansion now squarely on for an authorisation or approval in installers show potential clients exactly what the table. writing. Don’t act on verbals. it is they do and how they do it. We have a “The best part about this business and graphic design department that makes the providing professional services like this is that look and feel of the document unique to each we get to provide these services to anywhere (CAD) technology and programming advances, integrator. around the world. As such, we are considering it’s possible for integrators to make a quantum “These folios give our installers added expanding into the Middle East, by setting up leap forward in their presentations. confidence and they’re leading to increased an office in Dubai or Cairo. “Think about it – your customer thinks in sales. I can promise you the competition “It’s exciting to look at expanding, and terms of solutions, not in terms of products. doesn’t have anything similar.” we have a principle of doing business with But too many proposals consist of a list of “After an installation is complete, and people who are fun and will allow us to have a products and prices, without any mention of we’ve done all of these beautiful engineering mutually respectful relationship. the context in which these products are going schematics that have our integrator’s logo on “Really, we will go anywhere and to be installed. every page, we repackage them into what we everywhere people will have us.” “The context may be in the installer’s call a customer portfolio. head but that might not be enough when the “This is great for a referral-based industry >c o n t a c t s prospect’s eyes glaze over looking at the like ours. We can do all types of binding and > Firefly Design Group proposal. layouts, and the final product becomes a www.firefly-designgroup.com 22 – CONNECTED HOME MIDDLE EAST