Understanding the Real Problem in AI Initiatives
A stated problem is how a person describes a problem, while the real problem is the genuine issue that needs addressing.
Why a Customer's Sentence Feels Like the Problem
When someone explains a problem to you, the words they use feel like the problem itself. In a sales conversation, a customer says what is wrong, you write it down, and the rest of the process is built around that sentence. The sentence becomes the anchor for proposals, meetings, and decisions.
This article examines why that sentence is often a poor guide to what actually needs fixing. It also shows how to tell the difference between the problem as it is described and the problem as it exists in the work. The source makes a direct claim here: sales conversations almost always produce a stated problem that is not quite the real one. The word almost matters, because it tells you this is the normal case rather than an occasional accident.
Two Different Objects: Stated and Real
A stated problem is how a person describes a problem, while the real problem is the genuine issue that needs addressing.
The key point is that these are two different objects, even when they are about the same situation. The stated problem is something a person said. The real problem is something that is true about the work. Keeping these apart matters because a sentence can be accurate as a description of how someone feels about a situation while still missing the mechanism that produces the difficulty.
| Aspect | Stated problem | Real problem |
|---|---|---|
| What it is | Something a person said | Something true about the work |
| Where it comes from | The speaker's words, shaped by their position and expectations | The actual process people carry out |
| Role in a sales process | Evidence to be tested | The issue that actually needs addressing |
Two objects that can describe the same situation
A good sales process treats the stated problem as evidence about the real problem, not as a replacement for it.
Following One Problem Through Its Handoffs
Describing a problem is not a neutral act. Each person who speaks about a problem passes it through their own position, their incentives, and their expectations about what a solution could look like. The result is usually useful but incomplete. Read as a chain, the problem is reshaped at each handoff: first by the person doing the work, then by the decision-makers above them, and finally by the vendor who hears the summary in a sales conversation.
Notice what is lost along the way. The person doing the work knows which steps repeat, which files change hands, and where things stall. By the time the problem reaches a vendor, that detail has usually been compressed into a sentence about goals. The sentence is easy to repeat, and that is exactly why it can drift so far from the work.
Three Forces That Pull the Problem Away
The source names three forces that push a stated problem away from the real one. They can operate separately or together, and each is worth understanding on its own. Together they explain why the sentence a customer speaks so rarely matches the work underneath it. The concept map below shows how each force pulls on the stated problem, which in turn sits at some distance from the real one.
Tracing a Support Team's Stated Problem
The following scenario is an original illustration written to show how the two kinds of problem can diverge. It is not drawn from the source, so treat the specific details as invented teaching material that follows the source's principles.
From a summary sentence to the workflow behind it
In a sales call, a support director says: our team needs AI to speed up triage. Trace how the stated problem might differ from the real one.
- 1Hear the stated problem
Speed up triage is a broad outcome phrase. The source notes that when a description uses outcome words, the real problem is probably still hidden inside the process.
- 2Ask for an ordinary day
Ask the team lead to walk through one ordinary email, step by step, rather than to summarize the goal again.
- 3Collect the concrete steps
A reviewer opens each email, looks up the order number in a second system, copies it by hand into a spreadsheet, and forwards refund requests to the warehouse lead.
- 4Notice what the product offers
The vendor's tool classifies emails. Once the stated problem is heard as classification, the order lookup and the hand-forwarding of refunds drop out of view. Those steps may be closer to the real problem.
The stated problem was triage speed. The workflow reveals repeated re-keying and manual handoffs, which a classifier on its own would not address. The summary sentence pointed at the outcome, while the real problem sits in the steps.
A summary sentence is a starting point for questions, not the end of the discovery work.
Executive Summary Language Versus Workflow Language
The source observes that people often speak in the language of the executive summary rather than the language of the workflow. An executive summary compresses a process into outcomes, categories, and conclusions. A workflow is made of concrete actions, handoffs, files, and repeated steps. The same problem sounds very different in each register.
| Feature | Executive summary register | Daily workflow register |
|---|---|---|
| Typical words | Outcomes, categories, conclusions | Actions, handoffs, files, repeated steps |
| Unit of description | The whole process compressed | Each step as it actually happens |
| What it signals | The real problem is probably still hidden inside the process | The stated problem is probably closer to the work |
| Useful response | Ask for the concrete workflow behind the description | Check the named steps, people, and tools against the process |
Two registers describing the same problem
This difference is useful as a diagnostic signal. When a description uses broad outcome words, the real problem is probably still hidden inside the process. When the description names specific steps, people, and tools, the stated problem is probably closer to the work.
When you hear summary language, ask the person to describe what happens on an ordinary day, step by step. This is the practical habit the source recommends for moving from the stated problem toward the real one.
Mistakes When Reading a Stated Problem
Common mistake Treating the customer's sentence as the problem itself
What it looks likeA team writes 'we need faster reporting' into the project brief and designs the whole solution around that phrase.
Why it failsThe sentence is a description, filtered through the speaker's position. It is evidence about the problem, not the problem.
Do this insteadRecord the sentence as the stated problem, then look for the workflow that produces the difficulty.
Common mistake Letting the first description shape every later conversation
Why it failsOnce a sentence is written down, later steps tend to be built around it, so the gap between words and work grows unnoticed.
Do this insteadRevisit the stated problem after gathering workflow details and check whether the wording still fits.
Common mistake Assuming a product is the answer because its features match the wording
What it looks likeA classifier is adopted because the summary mentions triage, even though the workflow's hardest steps are manual lookups.
Why it failsFiltering through product capabilities pulls the description toward what the tool does, and the steps the tool cannot address disappear.
Do this insteadList the concrete steps first, then test which of them a product would actually change.
Common mistake Accepting executive summary language without asking for the steps behind it
Practice: Sorting Stated From Real
A manager tells you: our reporting is a mess and we need dashboards. Identify which part of this is the stated problem, which phrases are executive summary language, and what concrete workflow questions you would ask to move toward the real problem.
Hints
- Separate the sentence the manager said from anything you know about the work itself.
- Look for broad outcome words such as mess or dashboards, and ask what those words stand for in daily steps.
- Good questions ask what happens on an ordinary day, who handles each step, and which files or systems change hands.
At a glance
- A stated problem is how a person describes a problem, while the real problem is the genuine issue that needs addressing; they are two different objects.
- Sales conversations almost always produce a stated problem that is not quite the real one, so the stated problem should be treated as evidence, not a replacement.
- Three forces push the stated problem away from the real one: distance from the work, political motives, and filtering through what the product can do.
- Executive summary language, built from outcomes and categories, is a signal to ask for the concrete workflow, step by step, on an ordinary day.