Thread regarding Avaya layoffs

Is Avaya CoMPoSaBLe or CoMBuSTiBLe?

Dear Mr. Masarek,
Most of us are very pleased that you were not only willing, but enthusiastic about taking on the significant responsibility to lead Avaya during this very challenging time. Now that we are one week into the new FY, we feel compelled to share our observations, concerns and questions. As impacted employees, we fear the window is closing for Avaya to have a chance at succeeding. And it is important that you review some concerns, just in case some of these are news to you. It begs us to inquire,
Is Avaya CoMPoSaBLe or CoMBuSTiBLe?
Customer Perception, Avaya Posturing and Reality

  1. Customer Perception/Reality

You have been the only Avaya leader who has ever properly synthesized the core Avaya client base reality. If clients can avoid a rip-and-replace, while building toward a more nimble, agile application friendly environment, they will not leave Avaya. Avaya clients have always been Avaya’s to lose. Avaya in recent years seemed to be in total denial of the reality of their base. They made a universal decision to force as many clients as possible to subscription, no matter the long term value for the client or Avaya.. Why was this foolish to force without a careful bridge strategy? Because Avaya’s bread-and-butter clients are not the type of clients that can just flip a switch to cloud. Because the ONLY reason these clients even remained with Avaya was to delay a rip-and-replace. The greatest consequence that was not baked-in to forecasting? Avaya eliminated the clients option to continue with maintenance, which led to A) lost upsell options for account revenue generation over past 3 years; and B) Provoking the client who was long avoiding a rip-and-replace to go to RFP. Avaya’s overreaching personality was one of rude arrogance. They believed clients needed Avaya and would not be able to depart. Not to mention the ever elusive cloud offerings. The broad market belief that Avaya is a SaaS organization is troublesome. They may be SaaS-esq or SaaS-like, yet Avaya is not SaaS. Had previous leadership accepted that, maybe they wouldn’t have gone down the ill-fated myopic forced subscription rabbit ho-e.

  1. Avaya Employee Posturing/Reality

Per your promise of honesty, transparency and direct communication on the state of the business, products, solutions, etc, we have all been very hopeful for an immediate pivot in the style of communication coming out of Avaya. Avaya is not a consumer-brand company. Many Avaya employees have doubled down on their gratuitous pro Avaya jabber, which is more painful to hear and read than it was even before. They not only lack a foundational skill set to be strategic, mindful, meaningful, purposeful and succinct in each and every external communications opportunity, they lack basic maturity, etiquette, humility, professionalism and class. Being ‘nice’ does not equate to having the optimized qualifications that will drive Avaya’s success. No one is buying or doing business with Avaya as a result of learning something more about Avaya employees personal proclivities.
This brings us back to Avaya’s bread-and-butter clients, they are in sectors in which such behaviors are not acceptable for their own internal employees, so why would they accept such from a vendor trying to sell into them? The core business is conservative and regulated. The Avaya messaging is focused on small, nimble start-ups (and is even dated for that community. It’s 2012-type of messaging for the sole proprietor and small business start-up). Just look at client testimonials. Analyze the key markets where Avaya wants to retain market share. Do they have quotes from CIO’s or are most the quotes from a “project manager”, a “telecom manager” or the commercial side of the business? Exactly! The messaging does not match the business Avaya has or the business Avaya wants. Avaya needs to retain its existing clients, while also bridging the message to the C-Suite. The messaging should align with that in mind. That can’t be achieved by the established cycle of trade publications who, like clockwork, all post their exclusive interviews with you. Do you really think the regulated industry CIO’s read “Channel Futures”, ‘CRN’, ”UCToday”, “Silicon Angle” etc etc? Do they care about the ambiguous awards? They just know Avaya is not on the magic quadrant. No circle-the-wagon press will prevent the CIO from asking his team “Are They on the Quadrant?”. Avaya’s established cycle is speaking to a small group of telecom inner-circle, who does not need the message. The repeat of the cycle of the 3-5 same trade pubs also invalidates the message entirely.
(See Comments for remainder of letter)

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| 3231 views | | 5 replies (last October 27, 2022) | Reply
Post ID: @OP+1j6jjW3x

5 replies (most recent on top)

Looking a bit comBUSTible as of late...as if that is the CEO's way to clean up to start a new.

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Post ID: @jdkf+1j6jjW3x

Dude! What is with these people in entry level roles (never end user buyer/client facing revenue accountable) who call themselves HEAD Of...???????????? Do any of them realize they are automatically dismissed by clients? It's embarrassing to work for Avaya with these people around. Meanwhile, client teams have next to nothing when it comes to talent and resources. The unbalance must change.

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Post ID: @4unw+1j6jjW3x

OMG!!!!!
I am consultant helping a very large east coast healthcare client. Everything you idebtify as a concern is precisely why I am in helping them. Would they typically require a consultant? No way! I am doing this for free as I am friends with the CIO. And now there is a layer, that most clients would have to pay for...because Avaya "sells" cloud, yet when it comes time when a client requests Cloud, the partner determines they need to stay on prem (b/c Avyas OneCloud is a mystery. Like most solutions. Tons of tweets. Articals. Web site posturing. Yet when a client is ready and willing ..impossible to get someone from Avaya to respond or show up. Learned last week that engineers are MIA...
So while I read these silly posts and posts about podcasts and interviews, anyone who actually has to be accountable to an end user client is MIA.
And the people who are most visible are selling to partners. Meanwhile, clients drive demand. Clients are without resources. So what in the world do those visible marketing people get all the resources and the clients have zero resources????

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Post ID: @2iiq+1j6jjW3x

Valid questions and many of the truthful answers now long overdue. I find it difficult to believe in any recovery plan while the same senior leaders that got us into this mess are still in their ivory towers. Q3 was a reality check, Q4 will be worse and FY23 will see more rapid declines than any previous period in Avaya history. What is needed now is focus and until then growing revenue will be an uphill battle. Accept that cloud UC is lost, stop pushing Spaces and ACO and please ditch any notion of convincing Avaya customers to buy 3rd party networking kit, it’s just madness.

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Post ID: @1zjz+1j6jjW3x

Product Portfolio vs Reality
There is a lot to unfold here, so let’s just focus on the core concern. Avaya has, for way too long, claimed they have some CPaaS secret sauce and UC is beneath them. It is not so black and white. Some would argue that it is now a UC+ Application(s) kind of world! There is abundant messaging about some products/solutions that don’t add up. Example? MEDIA PROCESSING CORE. If it is what is claimed in many releases, customers should be tripping over themselves to buy and deploy. Why haven’t they? What is real vs what is promoted? Is Avaya a strategic partner with Microsoft Azure? Then why are the only information sessions with a partner and not with a Microsoft representative, or better, why not hosted by Microsoft? Will Avaya be featured at the next MS Ignite event? How does the relationship with Microsoft compare to the new Google Cloud relationship? These are the MACRO core go-to-market questions that need to be addressed. No one cares about these soundbytes of the week on Media Processing Core or the AI Powered Enterprise Learning Platform if we can’t address the cloud computing partner(s) available to enable the presentation of “Here is a Reliable Roadmap”. There needs to be a CLEAN and CLEAR menu of solutions and products for partners and clients. Not the over the top, “covering all bases” dump of random solutions and products that have been rebranded 5x in 2 years and come with tons of “if/then” disclaimers. Why would a client sign on for a hybrid journey toward cloud if they can’t trust what is real vs spin? GITEX Global has always created anxiety for client teams. Why? Because it is ground-zero for Avaya to present pie-in-the-sky solutions that are either not real, not available in most markets, or won’t work as promoted. Is Avaya COMPOSABLE or COMBUSTiBLE?
RIGHT SIZING CUSTOMER BASE & METRIC FOR DEFINING LOGOS & CLIENTS
90,000 Customers? What is the break down of Products/Solutions/Contract Length/Subscription/Cloud. How much revenue does each type drive?
– What is the accurate cumulative attrition since the last time the 90,000 # was updated? Has Avaya ever updated its client numbers since coming out of bankruptcy?
1400 Net New Logos? What’s the metric to define a new customer? Employees have been told it is if the client has not transacted with Avaya in 3 years. However, how many of those 1400 “new logos” are included in the 90,000 customer metric? Safe to assume they are already accounted for in the 90,000?
– What is the minimum to qualify to be labeled as a new customer? If they signed a license for a free Spaces Account, does that non-revenue generating customer get tracked as a new logo? Was it these free Spaces clients that were accounted for in the total projected subscription revenue?
The 400m new client? The reason the market jumped in on the Avaya smoke and mirrors was that it was communicated in earnings calls and trade publication interviews that the new 400m client was just the first in what would be multiple new, similar sized clients joining each quarter. It is time to walk that back? Share how unusual the client situation was and how it is near impossible to replicate that deal? And is that deal still on?
Avaya Culture Attitudes re: Market Perception Concerns
Naturally, there are many in the open market who have opinions about Avaya, whether they are alliance partners, resellers, a long term investor or playing a short. Regardless, they all tend to read a lot of what is coming out of Avaya. It is interesting that when these individuals quote “90k customers in 190 countries” that is ok, yet when they speak critically or present a concern, some Avaya employees ridicule them. It’s also odd that some employees tend to totally disdain market voices as if anyone who follows Avaya is lesser than them and should fall in line with the historical hierarchy of “kiss the ring” culture. We are certain it didn’t take long for you to observe the established culture where posturing to those in charge is priority over talent, skills or execution. Many of us have been impacted. It is easy to be resentful. We would rather be constructive and honest. Is it frustrating that many who lack core technical skills or effective messaging prowess survived when we didn’t? Absolutely. Does dwelling get anyone anywhere? No. We would prefer that our legacy is tied to an organization that resets the culture, fixes the ethical and financial concerns, and regains its position as being customer-centric where it delivers value and solves client problems.
What is Status of 10q, Open Investigation(s), Whistleblower Report, Corrected Earnings for Q3 (possibly Q1 & Q2, too) & 2023 Bonds?
–8/9/22 Earnings Call Comments–
”..my commitment to you is that our team and I will share information in an open, honest, direct and transparent manner. And second, I've always considered Avaya's opportunity for success to be much greater than its past performance.”
–9/27/22 Interview–
**“And so the lender reaction of how in the world can you do this financing on the 12th of July and 16 days later now announced a big miss. So that has created sort of a cascading effect where because we now until we get this settlement with the lenders done or not paying off the near term maturity is not due till June. That then triggers our auditors to say well, then you’d have a going concern qualification and because the Board of Directors through the audit committee initiated investigations given the magnitude of the mess which is a very smart appropriate step for of corporate governance to do, you know our auditors saying, well, we’re not going to issue the queue until the investigations are completed. So you have this swirl that happens around those events. And so what I’ve tried to do is focus the organization on getting this financial upset behind us.”**
This would imply that the investigations are NOT complete. So despite regular comments that the financial concerns are just NOISE, they are REAL until the investigation is complete. Is that correct? We are anticipating the removal of the growing concern and the release of the 10q. As you are well aware, Avaya has burned through all 9-lives on the “just trust us” promise. Facts must be shared.
Thank you for your time. We heard you when you shared that you “read everything”. We appreciate your attention to all communications and your promise to change the culture. God speed. #PreparetoWin

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