Elias is a marine surveyor who works at the Port of Liverpool. He measures the depth of the silt in the shipping channels. He uses a weighted line to find the bottom of the basin. If the silt is too high, the container ships cannot enter the docks. The ships must wait in the Irish Sea until the tide rises or the dredger arrives. Elias does not own the ships. He does not own the cargo. He simply controls the information that allows the ships to move.
The depth of the water is a binding constraint. It is a physical limit that cannot be negotiated. Many industries have a similar constraint. The person who manages this constraint is the person who holds the real schedule. In the world of residential roofing, this person is rarely the roofer. The person who holds the schedule is the dispatcher at a scaffolding firm.
The Three-Meter Truth in Failsworth
In an office attached to a yard off a main road in Failsworth, a wall planner runs across the room. The planner is wide. It tracks eleven different crews of scaffolders. The manager uses four different colors of marker pen. Every roofing company in the area appears on this board. The board represents the only truth in the Greater Manchester construction market.
Visualizing the four-color board: The master schedule that dictates the movement of every roofer in Manchester.
Three roofers call the office on the same Tuesday morning. They all ask for a scaffold to be erected in the same week. The man with the marker looks at his board. He decides who gets the equipment based on his own criteria. He favors the firms that pay their invoices promptly. He favors the people who have treated his crews with respect in the past. He does not know the homeowners. He has never seen the leaking roofs in Oldham or Rochdale.
A roofer may tell a customer that their job will start on the ninth. The customer believes this date is a firm commitment. The roofer has booked the job for that day in his own diary. However, the roofer does not control the access to the roof. He is selling a date that he does not own. He is waiting for the man in Failsworth to pick up a black marker.
I once believed that a business owner was the master of his own time. I assumed that a contract for labor was a contract for a specific calendar slot. I was wrong about this. I had confused the person who takes the money with the person who provides the opportunity. I saw the roofer as the primary actor. I now realize he is often a petitioner who is waiting for a permit to work.
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Visible Face
The Roofer
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Hidden Driver
The Marker Man
The Humidity of the Laboratory
My own work involves testing the firmness of mattresses. I organize my testing files by the color of the foam. Blue folders are for memory foam. Yellow folders are for traditional springs. This organization makes me feel that I am in control of the laboratory. I am actually in control of the data. I am not in control of the humidity in the room. The humidity changes the rebound rate of the latex. The weather is the binding constraint of my laboratory.
“The surgeon is the visible face of the process. The anaesthetist is the chokepoint.”
The same pattern exists in a hospital operating theatre. A patient pays for the skill of a surgeon. The surgeon has spent many years learning how to repair the human body. But the surgeon cannot begin the operation without an anaesthetist. The anaesthetist manages the airway and the consciousness of the patient. If the anaesthetist is unavailable, the surgery is cancelled. The surgeon is the visible face of the process. The anaesthetist is the chokepoint.
Shipping works in the same manner. A company wants to move a thousand cars from Japan to the United Kingdom. They hire a vessel. They hire a crew. But they are bound by the capacity of the locks and the availability of the pilots. The pilot is a man who knows the local currents. He is the only person allowed to steer the ship into the harbor. The global economy waits for the local pilot.
Energy companies face this issue with transformers. They want to build new housing estates. They have the land and the bricks. They do not have the electrical transformers. The lead time for a transformer can be . The developer cannot sell a house without electricity. The manufacturer of the transformer governs the speed of the housing market.
Construction: 4 Months
Transformer Wait: 24 Months
The Urgency of Manchester Slate
In Greater Manchester, the Victorian terraces and interwar semis require maintenance. The slate roofs are reaching the end of their service life. A homeowner sees a stain on their ceiling. They feel a sense of urgency. They want the leak stopped before the next storm arrives. They call a roofer and ask for a date. The roofer provides a date because he wants the contract. He knows that if he is honest about the uncertainty, the customer may call someone else.
The customer is looking at the visible firm. They see the van and the ladder. They do not see the yard in Failsworth. They do not see the wall planner. They are dealing with a market that is governed by a hidden diary. Understanding a market means finding the diary that everyone else is waiting on. It means identifying the resource that is in the shortest supply.
The Visible Assets
- The Van
- The Ladder
- The Contract
The Hidden Assets
- The Yard
- The Planner
- The Specialist Poles
Scaffolding is that resource. It is expensive to buy and heavy to transport. It requires specialized insurance and trained installers. A roofing firm may have twenty roofers but only enough scaffolding for three jobs. They must rent the rest from a specialist. The specialist has a finite number of poles and boards. He also has a finite number of trucks.
The man in Failsworth must balance these resources. He must decide which poles go to a chimney repair in Saddleworth and which go to a full re-roof in Altrincham. He must account for the time it takes to dismantle a structure. If a job is delayed by wind, the poles stay on that house. They cannot be moved to the next house. The schedule begins to collapse.
When the schedule collapses, the roofer must manage the customer. He does not want to admit that he has lost control of the start date. He says that a member of his team is ill. He says that his supplier has run out of tiles. These are often lies. The truth is that the scaffolding truck did not arrive. The roofer is standing in his yard with a trailer full of slate and no way to reach the eaves.
The Chadderton Model
Honesty in this trade requires a different approach. It requires a contractor who explains how the access will be managed. Some firms are more integrated than others. Vertex Rooflines operates from a base in Chadderton and has of experience in the region. They understand that the weather in Manchester does not care about a wall planner. They know that the only way to maintain a reputation is to be realistic about the constraints.
A customer who is told the truth may be frustrated in the short term. They may not like hearing that the scaffold is the deciding factor. However, they will be less frustrated than the customer who waits for a van that never appears. Trust is built on the alignment of expectations and reality. If the reality is governed by a third party, the customer should know that.
The Victorian houses in Manchester have steep pitches. They are high and difficult to access. A repair to a gutter or a fascia is a small job for a roofer. It is a large job for a scaffolder. The cost of the access may be higher than the cost of the repair. This is a paradox of the trade. The person doing the most dangerous work is often the person earning the least per hour on that specific site.
The Access Paradox: For many steep Victorian repairs, the cost of safely reaching the eaves (scaffolding) vastly outweighs the cost of the actual physical repair.
I have seen the way different trades interact. I have watched the way a plumber waits for a tiler. I have watched the way a tiler waits for a plasterer. Each trade believes they are the center of the project. They are like the different folders in my office. They are organized and distinct. But they all exist within the same room. They are all subject to the same humidity.
The man in Failsworth eventually picks up his marker. He writes a name in the slot for Thursday. He has decided that the job in Bury will proceed. He sends a crew with a truck. They unload the steel poles onto the pavement. The sound of metal hitting metal is loud. It is the sound of a schedule finally becoming real. The roofer can now begin his work.
The homeowner sees the scaffold and feels relieved. They think the roofer has arrived. They do not realize that the most difficult part of the coordination is already over. The binding constraint has been cleared. The ships have entered the dock. The anaesthetist has arrived in the theatre. The transformer has been installed.
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The marker pen in Failsworth is the only tool that can actually move a ton of Manchester slate.
Every industry has a gatekeeper. Sometimes the gatekeeper is a person with a high degree of technical skill. Sometimes the gatekeeper is a person with a leather notebook or a white board. If you want to understand why a process is slow, do not look at the person who is doing the work. Look at the person who is allowing the work to begin. Look for the diary that is written in four colors of ink. Look for the man who is measuring the silt in the harbor. You will find that the real schedule is rarely the one you were sold.