JR does not appear on my flight reservation…Do I need to be concerned?

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I’ve done so much research on this subject over the years after having a couple issues. Most recently at my new job. I’ve read that TSA requires an exact match on the ticket to your ID. However, Delta has never once printed JR on my name, just my middle initial. I rarely use JR anymore as it’s created nothing but problems from credit cards to email to IDs.

My HR department at work did not recognize the space I put between my last name and suffix. I listed my full name as Douglas A. Herr Jr. I knew I was in trouble when my assigned email was Douglas.HerrJR@nuance.com. When it came time to book my first flight, sure enough…issues matching with frequent flyer award number and my travel ID for TSA pre. It took a couple weeks to have HR remove JR and IT to update my email which triggers everything for reservations in Concur. Now it just says Douglas A Herr on my tickets.

Delta merges my first name and middle initial. Every ticket I print says Herr, DouglasA. I’ve asked to have this corrected a million times. If I don’t print the ticket and just use the scan on my phone, no problem. If I use Clear at the airport, not a problem. But if I print my pass and try to go through TSA pre, I get questions.

According to the U.S. Customs and Border Protection agency (CBT) website, you may not receive TSA PreCheck “if your airline frequent flyer profile and reservation do not have your correct first/middle/last name and correct date of birth”. No suffix is required. In fact every site I go to makes no mention of requiring JR.

The real issue for any reservation, credit card application, or other memberships is they don’t provide a space for suffix on the application. I always put Herr followed by a space and then JR. They always drop the JR. My ATM card doesn’t even have JR on it but when I log into my account I see it on my profile.

At this point I’ve decided to proceed with my middle initial attached to the end of my last name and no suffix. With Real ID requirements, I wonder how this might impact all this. I always have my passport with me, so I probably won’t even bother getting that new license. Hopefully I won’t have any issues. Thank goodness my name isn’t Douglas Arthur Herr III. I could only imagine the nightmare!

Do you have a suffix? How do you tackle this issue? Leave your comments below.

5 Tips for Providing References


A couple recent requests for references put me in an awkward situation.  One issue was the prior employee had not listed clients or roles that I could identify.  The other issue was an unrealistic timely response expectation.  Both happened in the same week, so I thought I better write about this as it is that time of year for new engagements to be kicking off.

The final stages of any interview process usually include providing the potential employer with references. Reference checks are common in our industry and should be carefully considered before sending in. The request is likely to provide professional references that can speak to your skill sets and expertise. Most companies use a third party to conduct references rather than an internal HR resource reaching out.
There are some common mistakes candidates make.

Below are 5 simple tips to remember when selecting your references.

1. Use previous supervisors from your firm, not clients – If you list a client, don’t be surprised if they don’t follow up on a request for a reference. Many companies have strict policies and how or when they can provide a reference. As a former consultant, rather than a full time employee, clients have limitations to information they can provide. Using your immediate supervisor from your prior firm is a better option. They’ll be able to speak to all of your engagements, not a single project.
2. Select someone who knows you and your work capabilities – While listing a prior executive of your firm may look good on paper, they may not be able to speak to your skill sets. Most firms have practice managers or project leads. Use those who directly interacted with you during your engagement(s). Don’t limit your list to just prior managers, you can list colleagues as well.
3. Be sure to list your firms name and the clients you supported – I recently was asked for a referral but could not align the candidate with any of the engagements listed. As consultants you may have worked for many firms and even more clients. Link the two so that anyone calling can be clear. Best way is on your resume to list the firm and the engagements under that employer with dates of each project supported, especially if you are a CT or ATE resource.
4. Ask permission to list someone as a reference first – Always take a moment to reach out to the individuals you plan to list for references. A phone call is usually best so you can elaborate on the role you are applying. Any information you can provide will also be helpful to get the best response. Try to obtain information on the company’s referral process. Do they simply call, or do they have an online process? Don’t blind side your references, they may not respond.
5. Use references from work provided within last 3 years – Timely references with work more recently completed will likely result in a more accurate summary of your skills. Listing anything more than three years may not align with your current skills or capabilities and could inadvertently not align with the job you are interviewing for.
Be sure to follow up with those you listed after words to extend your gratitude. As consultants we may have a few different engagements in a year and need to provide references regularly. Keeping in touch with those you’ve identified as ideal references will only help expedite the process for future requests.
Have you given or requested references that didn’t work out? Share your comments below.

Why do Recruiters only post the “Region” of the Country for opportunities?

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Almost all recruiters provide details on opportunities including a vague description of the actual location of the client. The issue is that not everyone uses the same language to describe the “regions” or states within that region. I was recently asked if I could be more specific than just saying the “Midwest.” It got me thinking, almost all opportunities are spelled out in the cryptic manner. What is the answer to this inconstant use of territories within our country? Let’s start by looking at the variances of regions.

Technically there are five regions of the country including: North East, South East, Midwest, Southwest, and the West. They are broken down as such:

The West Region includes:
– Alaska — Nevada
– California — Oregon
– Colorado — Utah
– Hawaii — Washington
– Idaho — Wyoming
– Montana

The Southwest Region includes:
– Arizona
– New Mexico
– Oklahoma
– Texas

The Midwest includes:
– Iowa — Missouri
– Indiana — Nebraska
– Illinois — Ohio
– Kansas — North Dakota
– Michigan — South Dakota
– Minnesota — Wisconsin

The Northeast Region includes:
– Connecticut — New Jersey
– Delaware — New York
– Maine — Pennsylvania
– Maryland — Rhode Island
– Massachusetts — Vermont

The Southeast Region includes:
– Alabama — Louisiana
– Arkansas — Maryland
– Florida — Mississippi
– Georgia — Kentucky
– North Carolina — Tennessee

Seems simply enough…but, many recruiters use 7 regions instead of the traditional five. These are broken up as:

New England Region
Mid-Atlantic Region
Southern Region
Mid-West Region
South-West Region
Rocky Mountains
Pacific Coastal Region

To make things more complicated when using 7 regions, no one seems to agree on what states belong in what region. For example, the Rocky Mount Region always includes Colorado, Idaho, Montana, Nevada, Utah, and Wyoming. Sometimes it includes Arizona and New Mexico as well (according to Wikipedia). So what the heck does “sometimes” mean? I would like to suggest that all recruiters use the census map…this would put us all on the same page!

Census Map.png

Typically there are enough hospital systems within a state that recruiters should be able to be more specific. I may not be interested in opportunity in North Dakota but have no problem going to Indiana. The Midwest is so big, candidates need to know more. My bad for only saying the “Midwest.”  Imagine finding out an opportunity identified as Pacific is actually in Alaska.  Hopefully that would never happen.  Lets not waste each others time.  As candidates, ask where is the client within the region you posted?  As recruiters, get down to the closest state/city level as you can.

Have you ever inquired about an opportunity with just the region provided as the location? Share your thoughts in the comments area below.

How much “Consulting” do we actually do as consultants?


A candidate recently called me and mentioned that she thought the engagement opportunity sounded more like a temp job than a consulting opportunity. After thinking about it, she might be right, many of our opportunities are like temp staffing placements vs a true consulting role. As I think about our industry and the various roles I’ve filled for clients, I think I’m probably split on roles that were project support roles vs consulting roles. It really beckons the question of whether we are positioning opportunities correctly to candidates. But I also think we need to ask; are we filling temp roles to do the work or providing a higher level of service with a greater potential of deliverable outcomes?

Regardless of whether we are being placed in an analyst, testing, training, or go-live support role…we are being brought in for our expertise and knowledge. Our experience truly warrants a higher level of deliverable than simply filling an empty chair on a team. I always say that our primary responsibility should be transfer of knowledge. As consultants, we provide services that both help our clients hit their goals while also ensuring ongoing success once we depart. If all we are doing is the same work as their full time employees, we are not consulting, nor delivering the quality level of work that should be expected.

With that said, we do need to be aware of the client’s expectations of our role. Overstepping boundaries and self-appointing project work may not align with their needs. I once had a consultant walk into a leadership meeting, uninvited, and starting making suggestions to the group. The IT Director was, needless to say, not happy and asked that consultant be removed from the project. There is a fine line between providing consulting level services and actually “consulting.”

There are tons of engagements that are very much consulting roles. These vary from advisory services, vendor selection, assessments, performance improvement reviews, and project management type roles. While application analysts and builders don’t really fall under these types of services, there may still be opportunity to provide consultation on best practices. Certainly talk with your recruiter about the opportunity you are looking at to clarify the level of “consulting” the client is looking for. Client culture often dictates the type of role needed for the project and whether truly they are just in need of a resource to keep them on time for the project.

I remember my first day as a consultant. The client was going through a design session with Epic. All the consultants sat in the back of the room as Epic walked the client through various functionality and workflow designs for their implementation. A fellow consultant leaned over and told me to just sit in the back and don’t say anything…”they don’t want us to say anything.” I was surprised at this as I’m sure they did not just fly me from Boston to LA to sit in the room and say nothing. Needless to say, I didn’t just sit back and watch, I engaged both Epic and the client in discussion around some suggestions I knew would have a negative impact to the project.  Shortly after the client asked me to take on a team lead role. It was a great “consulting” project.

What have you seen at your clients? Share your thoughts and comments below.

How are Epic Trainers being impacted by Quarterly Upgrades?

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There has been a lot of conversation around analysts completing work associated with Epic’s quarterly releases. We are coming up on another release and several clients are still looking at variations of project vs maintenance staffing models to meet their needs. For an analyst, we’ve seen scope of work that includes Nova note and change control reviews, building, testing, and implementing. What I had not heard a lot about is what are clients doing for training? I had a few great conversations this week with both clients and clinical Epic trainers in regards to quarterly upgrades and thought a few items where worth discussing.

Epic has committed to minimal functionality and workflow impact with each release. The point of the quarterly releases is to keep the upgrades simple and less stressful for the analysts and end users. Rotation of specific applications will also assist with keeping other projects and initiatives uninterrupted. However, the trainers have a big task in front of them due to the typical interdependency of cross clinical applications. Their scope is not only to update current curriculum materials and training environments, but also a significant amount of development of training tools across multiple applications. Regular development of quick reference guides, cheat sheets, eLearnings, and other tools will certainly be a big commitment. Therefore, coordination of efforts across teams will be essential and Superusers will play a key role in end user support.

Post implementation staffing models for training teams are typically reduced to a single PT per application, and sometimes one PT for several modules. Superusers will be imperative in supporting quarterly upgrades for both training of end users and go-live support as the trainers will be owning many moving parts during each cycle. With quarterly releases the impact of operations needs to be considered as Superusers are pulled from their duties to attend training and support the piers for several days. This is not anything new to Epic clients, but is certainly a more regular usage of employees in the Superuser role.

As a consultant there is opportunity here for sure. There are a lot of firms who have stepped up with development of methodologies and staffing models to support these quarterly upgrades, including activation and training. Clients are looking for solutions from firms that can provide coverage that allows their teams to continue with other priorities and commitments to their internal departments/customers. Epic is routinely offering their Boost program as a solution as well. Internally they will still need to directly participate in note reviews, workflow agreements, and superuser support…but the reduction in day to day work associated with regular upgrades is making a positive impact all around with these solutions.  Be sure to understand what your firm is doing to assist clients in these areas.

Have you been involved with quarterly upgrade support? What types of models are you seeing clients use? Share your comments below.

J.D. Power Airline Satisfaction Results – United in Dead Last (again)


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The J.D. Power 2019 North America Airline Satisfaction Study was released yesterday. I look forward to seeing these results every year so I can remind myself that my loyalty and decision to exclusively fly Delta continues to be the right choice. The big news from the report this year is that the overall satisfaction ratings went up by 11 points to an all-time survey high. Speculation is passengers have seen huge improvements with new planes, lower prices and improved in-flight amenities.

No major surprises with the ratings which are based on responses from 5,966 passengers who flew a major North American airline between March 2018 and March 2019.
Among the US carriers, Alaska Airlines ranked the highest with a score of 801 followed by their partner, Delta Air Lines, with 788. It’s not apples to apples as Alaska has limited options for flights on the east coast and so I can’t give Alaska Airlines huge kudos. I mean who does fly them?? SEA to LAX sure, but how enough voters came in to name Alaska #1 makes me scratch my head.

I was surprised to see American Airlines come in third with a score of 764 as they are so often complained about. Another one that makes me chuckle is Air Canada, who came in with a score of 729. My favorite result, which was no surprise, is last place…United Airlines, with a score of 723. The huge score difference between United and Delta is significant enough to make me smile cheek to cheek.  I feel bad for my fellow travelers who still fly this airline.

Among the low-cost carriers, for those few consultants who actually fly them, include Southwest and JetBlue tied at 817, followed by WestJet (758), Spirit Airlines (711) and Frontier Airlines (702).

The biggest disappointment of air travel according to the survey? In-flight services, such as seatback entertainment, food service and Wi-Fi, continue to be ranked the lowest. These are all areas that are always being improved, so I get that you won’t make everyone happy.

Where did your airline rank? Agree with these results? Share your comments below.

Drug Testing…a Cannabis discussion for Consultants

close up photo of kush on glass container
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While I don’t use any cannabis products I have a lot of friends and professional colleagues who do.  I was thinking about the impact to those in our industry of consulting and client policies regarding use and screenings.  There are tons of articles on traveling with pot, but what about drug testing requirements for consulting firms and/or clients and use while on engagement?

First, a quick snap shot of the law.  5 years ago Colorado became the first US state to legalize marijuana. Today a total of 9 states (and District of Columbia) have legalized marijuana for recreational use including; Alaska, California, Maine, Massachusetts, Michigan, Nevada, Oregon, Vermont, and Washington.  These states allow you to have 1 oz of usable marijuana in possession and you can even have up to 6 plants in your home.  Plus there are 33 states that have legalized for medical purposes.  So, if you are engaged in one of these 9 states, or have a medical card, you should be permitted to use…right?

Without a question marijuana is becoming as normal as smoking cigarettes or drinking a glass of wine.  And we all know as a consultants, these activities should be limited to when off client time and property, which is obvious.  The question however remains, what are client requirements for drug testing…and how do these laws impact us as consultants when traveling?  Let’s take a look at testing.

Testing conducted, according to the Substance Abuse and Mental Health Services Administration (SAMHSA) guidelines, check for five illicit drugs including; Amphetamines (meth/ecstasy), Cocaine, Opiates (heroin/codeine), Phencyclidine (PCP), and yes…THC.  Several hospitals have an 8-panel test that also adds Barbiturates, Benzodiazepines, and Methaqualone to the list…especially in states like Indiana, Georgia, Alabama, and Texas.  Almost all drug testing is completed via urine, but could include blood or hair, which looks at a longer history of use. While levels of detection requirements vary, the presence of any may result in a review to determine eligibility of employment.

You’ll also want to look at the potential engagement state laws regarding drug testing.  Louisiana is an interesting state, for example, that while private companies may request drug screening, they cannot discharge or refuse employment based on results.  However, right next door on both sides in Texas and Mississippi employers can terminate based on results and/or candidate refusal to have test completed.

In interviewing several consultants, representing 10 different firms, only 2 firms have drug pre-screening requirements for employment.  The other 8 base drug screenings, and immunization requirements, based on client requests.  So while you may get hired for a firm, you may not qualify for certain engagements with certain requirements.  One engagement that I remember not qualifying for was Dayton Children’s Hospital, as they tested for nicotine (which is unprecedented). I could not find details on their THC requirements, but you can guess what it is.

I would say you want to familiarize yourself with the state laws, client, and the firm’s requirements.  This map showing legalization status may help when talking to recruiters if you are a cannabis user. I think there is an argument to be made that if one consultant can drink wine then why can’t the other consultant smoke marijuana.  There are several articles out there stating that employers are no longer testing or reviewing results for THC…but that’s in states like CA, CO, MA, and NY.  Ask your recruiter what the expectations are to be on the safe side. I’ve seen consultants be escorted off property after being screened…it has to be a terrible experience.

What are your thoughts?  Share your comments below.

Does this drive anyone else crazy??


After years of being handed two sets of keys that are bonded together, I finally inquired at National by simply asking…WHY?? The answer still has me dumbfounded.  The attendant stated, “All cars have two sets of keys and we need to keep them together.”  That has to be the stupidest thing I’ve ever heard!! What if I lose these??  Now you have no keys!  I didn’t want to argue, so I just walked away.  Does anyone else think this is just silly and drive you crazy as me?

I don’t carry a bag or briefcase to most my client meetings, so these big bulky things usually have to go in my pocket everywhere I go.  This weeks gems are 3.5″x2″ each with a warning tag and a large metal wire key ring.  Very uncomfortable in my suite pants, too big to go in my suit jacket, and awkward to put on table with my phone and notebook.  I know my female colleagues are laughing at me, but they all have a purse or bag, so it’s not the same.  I know this isn’t earth shattering stuff here folks…just need to know I’m not alone out here.

Been handed these monstrosities before?  Share your comments below.

A Slushy Winter Wonderland expected at XGM


The joys of winter travel….wait, isn’t it almost May?? Both American and United airlines are already offering vouchers and free exchange for flights today through Monday to Illinois and Wisconsin.  While the brunt of the storm and snow accumulation is expected to happen today, it may cause havoc for travelers tomorrow and Monday as well.  Southwest Airlines is also offering to waive change fees if traveling today or tomorrow to MDW or Milwaukee (MKE).

Most of us have to connect through ORD, but DTW is going to be the best option for Sunday travelers if you don’t have a direct option into Madison.  You could also just wait and see, but the risk is being delayed for hours and/or canceled flights.  I would suggest be proactive and call today.

Madison could get up to 10 inches, making Epic’s campus a winter wonderland for their guests at XGM.  However, it’s going to be in the 50’s on Monday and rain all week…making for a slushy messy week.


Delta reduces how far you can recline…Thank You!


The frequent flyers I’ve talked to this week are happy about this announcement.  Most of us want to work during our flights.  I barely have enough room before my fellow passenger infront of me reclines to the full extent on our 60 minute flight to Detroit. Really??  You need to recline the minute we get in the air? I personally think the only time to recline is on a red eye, when everyone else is sleeping.

Starting April 13th, Delta will change all their airbus A320 planes (60+) to reduce the recline of coach seats from 4 inches to 2 and first class from 5.5 to 3.5.  Doesn’t sound like much, but looking at pictures of it online, it should help with the laptop issue.  If this was legroom, we would have an issue….but not the case here.

What are your thoughts? Are you one of those who recline all the time?  Leave your comments below.