Substance Versus Cargo Cult in Consulting Delivery
Exceptions to the document-producing default do exist within the Big Four, usually in specific practices within AI or applied technology groups.
A Deliverable That Looks Finished
Consulting work often ends with a polished artifact: a report, a set of recommendations, a slide deck. The artifact can look like the completion of the job. This article is about a distinction that the course module draws between two ways of delivering consulting work. The first is the document-producing default, which the module says is how the large consulting firms usually operate. Its output tends to be documents, reports, and recommendations. The second is substance, the working output that the forward deployed engineer (FDE) approach discussed in this module is meant to deliver.
A natural question follows from that description. Is the default the whole story, or can a group inside one of these firms break from it? The source answers that exceptions do exist. Certain practices inside the Big Four have made real attempts to bring the substance into their work. The rest of this article follows one thread: why those exceptions are real, why they remain pockets rather than the rule, and what that means for how we judge them.
Three Forces Pulling Toward Documents
To understand why an exception is hard to sustain, start with what surrounds it. The source names three forces inside the firm. Default incentives reward what the firm already rewards. Billing models shape what work gets paid for and how it is paid for. Partner-track structures determine what kind of work advances a person's career. Each of these forces, by its own logic, points toward the document-producing motion.
The important point is that the three forces are not independent. Together they form a single pull, and that combined pull is the baseline against which any exception has to be measured. Follow the trace in the diagram below. Each lever feeds into the document-producing motion, and that motion in turn is what the firm's structures reward. A substantive practice therefore has to work against all three at once, not against one isolated rule.
Where Exceptions Appear and Who Staffs Them
The source locates the exceptions in specific practices, usually within AI or applied technology groups. These are the parts of a large firm where the work sits closest to building and deploying technology, which is where the substance of the FDE approach has its most natural home. The source is careful on this point: the exceptions are not described as the firm's core consulting units. They are the groups that have made genuine attempts to import the substance.
The source also makes a point about people. These practices are often led by senior partners who came from product backgrounds rather than consulting backgrounds. The hierarchy below shows how a single exception sits inside the firm: the firm operates a default delivery model, and within it, specific practices in technology groups are where the exceptions tend to appear and where product-background partners are often found leading them.
Default Versus Substantive Delivery
Set the two approaches side by side. The default produces documents, reports, and recommendations. The substantive approach aims at working substance, which the source describes as the output the FDE approach is meant to deliver. The source also gives a sense of the standard each approach implies. A partner with a product background tends to judge work by whether it produces something that functions, which the source describes as closer to the substantive standard than the document standard.
Tracing One Request Through the Default Path
Following a client request through the document-producing motion
A hypothetical client asks a firm for help with an AI-related problem. Trace where the three forces push the work, and identify the step at which substance could be replaced by documentation. This scenario is an illustration written for teaching; it is not drawn from the source.
- 1Staffing
The team is assembled under the firm's existing structures. The partner-track structure determines which kinds of work advance the people on the team, so the team has a reason to favor work that moves their careers forward.
- 2Billing
The billing model determines what gets paid for. If the work that gets paid for is the written assessment, the team's effort naturally flows toward producing that assessment.
- 3Incentives
The firm rewards what it already rewards. A polished recommendation is an easy thing to reward, so the incentives reinforce the same output the billing model paid for.
- 4Output
The team delivers a report with recommendations. This is the point where substance is replaced by documentation: the artifact is complete, even though nothing in it has been built or tested in the client's working environment.
Every step in the path points toward the document. The substantive alternative would need to push against each of the three forces, which is what the source means when it says the difficulty is structural rather than a matter of impossibility.
Does One Exception Settle the Question
What do you think happens?
If a substantive practice produces real engagements inside a large firm, has the firm's default delivery model changed?
Reveal answer
No, the existence of a practice does not show the default has changed
The source states that a substantive practice can produce real engagements, but its existence does not mean the firm's default has changed. Whether a practice can keep going depends on partners willing to swim against the firm's current.
The distinction between a contained exception and a shift in the firm-wide default turns on the same pull described earlier. A contained exception is a practice that succeeds while the three forces still point toward documents for the rest of the firm. A shift in the default would mean those forces themselves were changing. The source does not give a checklist of evidence for telling the two apart, so keep the claim at the level it supports: the exceptions are real, they are pockets, and their survival depends on individual partners who keep choosing their own course against the surrounding pull.
Mistakes When Reading an Exception
Common mistake Treating one successful AI or technology practice as proof that the whole firm now delivers substance
Why it failsThe source says the existence of a substantive practice does not mean the firm's default has changed.
Do this insteadDescribe the practice as an exception located in a specific group, and check whether the surrounding incentives, billing, and partner-track structures still point toward documents.
Common mistake Assuming that a product background guarantees substantive work
Why it failsThe source says product background is characteristic of partners who have pushed against the default, not a guarantee of substance.
Do this insteadJudge the work itself, and treat the partner's background as a clue about who tends to lead exceptions.
Common mistake Concluding that substantive work is impossible inside a large firm because the default is strong
Why it failsThe source states that substantive practices can produce real engagements. The difficulty is that the forces work against them, not that the work cannot happen.
Do this insteadFrame the problem as an uphill struggle that individual practices must keep choosing to pursue.
Common mistake Reading the three forces as independent rules rather than one combined pull
Practice: Locating the Pull
A firm's applied AI practice produces a working prototype that a client actually uses. Meanwhile, the rest of the firm continues to bill for written recommendations and promotes partners who write them. Explain whether this shows that the firm's default has changed, using the three forces and the distinction between a contained exception and a shift in the default.
Hints
- Start by naming which of the three forces still point toward the document-producing motion for the rest of the firm.
- Recall the source's claim that a substantive practice's existence does not mean the default has changed.
- Ask what would have to change in the incentives, billing models, and partner-track structures for the default itself to shift.
Keeping Substance and Default Apart
- 1The Big Four's default delivery model tends to produce documents, reports, and recommendations, while the substantive approach aims at working substance.
- 2Incentives, billing models, and partner-track structures form a single pull that points toward the document-producing motion and works against substantive delivery.
- 3Exceptions appear mainly in specific practices within AI or applied technology groups, and are often led by senior partners from product backgrounds.
- 4An exception shows that substantive work can produce real engagements, but it does not by itself show that the firm's default has changed.
Key Takeaways
- The Big Four's default delivery model tends to produce documents, reports, and recommendations, while the substantive approach aims at working substance.
- Incentives, billing models, and partner-track structures form a single pull toward the document-producing motion.
- Exceptions appear mainly in specific AI or applied technology practices and are often led by senior partners from product backgrounds.
- An exception shows that substantive work can produce real engagements, but it does not by itself show that the firm's default has changed.