Thursday 29th of July 2010

Generic Problem Solving PDF Print E-mail
I tell people that I teach Troubleshooting, and they ask "Troubleshooting what?". I say "anything", and many give me the dreaded blank stare. But some ask, "can I use it to Troubleshoot relationships?".

There was a time I answered that question affirmatively. Not that I ever successfully used it to solve an interpersonal relationship, but problems are problems, right?". I actually made the mistake of using relationship problems as examples in some courses. Sometimes it worked, and sometimes it bombed very badly.

Eventually I backed off my claim of being able to solve relationships, guaranteeing only to solve problems in "well defined systems". But I still didn't know why the Universal Troubleshooting Process didn't work on fuzzily defined systems.

To figure that out, I had to learn about the anatomy of a problem. You see, a well defined system problem is a subset of generic problems. A well defined system comes with two additional pieces of information for the Troubleshooter:

  1. Complete definition of system components and their relationships
  2. An as-designed state and behavior
The as-designed state and behavior is the important one. Indeed, even without a complete definition of components and their relationships, the Troubleshooter uses observation and testing to deduce those components and relationships. Many troubleshooters seldom crack a manual, even on unfamiliar equipment. If the equipment is unfamiliar, they probably don't have the manual, so they deduce the design.

But the as-designed state and behavior is a vital distinction. Here's why...

The most basic definition of problem solving is the following 2 step process:

  1. Analyze the problem state
  2. Analyze the solved state
#1 really means "find the root cause". It's exactly what the Universal Troubleshooting Process is optimized to do. But #2 calls for finding and implementing the best solution -- a selection among many alternatives, and implies a design process. For instance, John and Mary aren't getting along due to insufficient communication. They've actually found the root cause to be too little communication, solving the problem state. Now what do they do about it? There's no as-designed state and behavior for a marriage.

They both work 75 hours a day, and have responsibilities for their son and his activities. This obviously leaves no time. Should they:

  • One quits his or her job, and adjust their budget and living accommodations to the lesser income.
  • Both demand their companies respect their time, cutting their workload to 50 hours/week, and take the chance of getting fired, laid off or passed over for a promotion.
  • One or both get new jobs that take less time, and take the chance of an interruption of income.
  • Surround Junior with tutors and sitters to give them more time.
  • Take a second mortgage out on their house, and start a business together.
These, and plenty more alternatives must be weighed. For each one the pros and cons must be discussed, along with implementation details. The final choice is the solution of the solved state.

Generic problem solving methodologies are equipped to address both the problem state and the solved state. The Universal Troubleshooting Process is not a generic problem solving methodology, and therefore is sufficient only in the subset of problems in which the solved state is "restore to the as-designed state and behavior". So why would anyone use the Universal Troubleshooting Process, when generic processes handle all problems?

Simply stated, tools meant to design and to weigh alternatives are wasteful in problems where the solved state degenerates to "the as-designed state and behavior". This issue has an article called Cars and Tanks that discusses just how wasteful this can be.

So the purpose of this article so far has been to show that generic problem solving methodologies and problem solving methodologies optimized for well defined systems are neither interchangeable, nor viable substitutes for each other.

The previously listed two step representation of generic problem solving actually leaves out a couple things. A more realistic generic problem solving process would look like this:

  1. Analyze the problem state
  2. Analyze the solved state
  3. Determine how to transition to the solved state
  4. Prevent future problems
It's interesting that #2 and #3 are interdependent. You can't find the best solved state without knowing the cost of transitioning to that state, and you can't know how to make the transition without knowing what you're transitioning to. So they're probably best approached iteratively:
           .-------------------------------.
| |
| V
Analyze the solved state Determine the transition
^ |
| |
`-------------------------------'

There are different kinds of future problems to prevent. One is a recurrence of this same problem. That's achieved primarily by the problem state analysis. Then there's the creation of different problems. This is an area for study in the solved state analysis.

Creativity Jump Starts

As mentioned, analyzing the solved state requires creativity, design, and choice among alternatives. Different methodologies use different tools to help the problem solver think creatively. Perhaps the most straightforward is Robert Schuller's "Possibility Thinking", in which the problem solver lists 10 ways to accomplish something without ruling on their aptness or practicality. Doing this often leads to an idea that might have been missed otherwise.

Many of us think most creatively when exercising. I've designed many a computer program while skateboarding, bike riding, or walking through the woods.

The Universal Troubleshooting Process's Troubleshooter's mantra, "How can I narrow this down just one more time?" can easily be adapted to creativity jump starting. There are other questions that can jump start creativity:

  • How can I use this (perceived problem) to my advantage?
  • Does the task or process even need to be done at all? Why? Can I eliminate part of it?
  • How can I simplify?
  • What are the priorities? Why?
  • Whose help would be valuable in thinking this through?
  • Can I think of similar problems or situations?
  • Who has solved a problem like this before? What did they do?
  • What are the ethical considerations?
  • Who has a stake in the direction of the decision? Why? Have I talked to them?
  • How can I reduce antagonism in the decision making process?
  • Construct questions with words who, what, where, when, why, how and how much.
  • Construct questions with phrases "what is" and "what isn't".

Methodology Availability

For some reason, the generic problem solving methodologies are not well publicized. To my knowledge, none of the generic problem solving methodology vendors publish any useful methodology information on the web, or even in readily available books. They seem to market directly to large corporations. Although that enables them to keep control of the information and keep the prices high, it severely limits their market. I have a feeling that very soon competition will adjust the market, and whomever makes their techniques available on the web will rule the generic problem solving marketplace.

If you're lucky enough to be in a company whose budget allows you receive generic problem solving training from a vendor, do it. If not, I'd suggest a thorough reading the web material of Dr. Charles Camp and Fred Fred Nickols. Both are excellent, and the URLs are in the URL's section of this magazine.

And a word of warning. One day a generic problem solving vendor may try to sell you generic problem solving training for your technologists, even though the technologists primary troubleshooting is technical (restoring well defined systems back to their as designed state). These vendors may even offer to train you to be a trainer in their methodology, with the obvious resume benefits.

Sounds great, but be very careful. Because when it comes to fixing well defined systems, if your organization uses a generic problem solving methodology and your competitor uses something like the Universal Troubleshooting Process, they'll clean your clock.

 

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