Not everything requires a consultant. But some things get really expensive - in money, time, and opportunity cost - when you get them wrong. This guide breaks down four common scenarios and helps you decide.

Note on scale: These time/cost estimates assume you have 1-2 people available to dedicate to the work. If you're a solo IT person or severely under-resourced, the time investment may not be realistic for your situation. You may need to adjust expectations, phase the work differently, or prioritize consulting for high-stakes decisions.

Contract Negotiation

Factor DIY Approach Hire Consulting
Complexity Moderate - You have contract review templates and can identify obvious problems Expert-level - Understands vendor negotiating tactics, knows what's actually negotiable, understands tech-specific implications
Time Investment 40-60 hours to read, research, and negotiate. Stretched over weeks or months 10-20 hours of consulting ($1,500-$3,000). You save time and focus
Risk of Missing Issues HIGH - You don't know what you don't know. Hidden clauses on data extraction, renewal terms, or penalties LOW - Professional has reviewed hundreds of vendor contracts and knows the traps
Typical Cost Savings Maybe $0-$5K if you catch anything, but often miss the real problems $10K-$50K in negotiated terms or avoided penalties. ROI is usually 3-10x the consulting fee
DIY Works If: Contract is very standard, vendor is cooperative, you have internal legal support, low dollar value Contract is multi-year, high stakes, or you lack expertise. Red flags exist but you're unsure what they mean

Vendor Transition Planning

Factor DIY Approach Hire Consulting
Complexity You can plan logistics - what systems, when, who does what Expert manages data extraction strategy, vendor holdout problems, staff change management, timeline realism
Time Investment 60-100+ hours over 6-12 months. You're learning as you go 20-40 hours of consulting to build the plan. You execute with confidence
Risk of Missing Issues VERY HIGH - Transitions are complex. You'll discover problems mid-transition when fixes are expensive LOW - Consultant has seen transitions fail and knows where to watch
Typical Cost of Failure $20K-$100K+ in unplanned costs, extended timelines, staff overload, data loss Consultant fee ($3K-$8K) prevents these problems. ROI is clear
DIY Works If: You've done this before, you have someone on staff managing it, or you have time to learn and absorb risk This is your first transition, you're on a tight timeline, or you have limited staff capacity

AI Governance & Compliance

Factor DIY Approach Hire Consulting
Complexity You can read articles and create basic checklists Expert translates regulatory language into operational policy specific to your situation
Time Investment 40-80 hours learning regulations, assessing tools, drafting policies 15-30 hours to build defensible framework. Faster, more authoritative
Risk of Missing Issues HIGH - Regulations (GDPR, Colorado AI Act, etc.) are new and changing. You'll miss nuances LOW - Consultant stays current and understands edge cases relevant to libraries
Risk Factor Compliance failure = potential fines, lawsuits, reputation damage, board pressure Professional guidance creates defensible documentation if issues arise
DIY Works If: You have in-house legal expertise, regulations don't apply to you yet, or you're in early exploration You need this documented defensibly, you use vendor AI tools, or you're rolling out AI to staff

Staff Training & Change Management

Factor DIY Approach Hire Consulting
Complexity You can create training materials and lead sessions Expert designs context-specific training, addresses staff anxiety, handles objections from vendor perspective
Time Investment 80-120 hours building materials, running sessions, fielding follow-up questions 15-25 hours designing and delivering training. You support delivery
Adoption Risk Staff may not take DIY training as seriously. Vendor misinformation can contradict you Outside expert has more credibility. Addresses real vendor concerns staff worry about
Cost Consideration Time cost = salary hours spent training. Low cash cost, high opportunity cost $2K-$5K for training. Faster adoption, better change management
DIY Works If: Staff are motivated, it's a simple system update, or you have training expertise It's a vendor change, staff are resistant, or it's a complex new tool

Real Example: The Library That Got ROI

45K-Patron Library Saves $35K with 10 Hours of Contract Review

The Situation: Public library system was renewing a $300K/year ILS contract. Standard 3-year renewal was about to be signed. Internal staff thought it was "just a standard renewal" and wanted to move on.

DIY Cost: If they had one staff member spend 20 hours reviewing and trying to negotiate, it would have cost them $800 in time + created stress + probably missed the real issues.

What Happened: They hired consulting for 10 hours ($1,500). The consultant flagged:

  • Data extraction penalty ($25K per year) if they ever left vendor
  • Auto-renewal clause that locked them in unless they notified 180 days before expiration
  • AI training clause buried in metadata usage rights
  • Missing SLA terms for disaster recovery

The Result: Negotiated out the extraction penalty, added SLA terms, and shortened contract to 2 years. Total savings: $35K over term. ROI on consulting: 23x. And they sleep better knowing their data extraction rights are clear.

Decision Framework

Hire Consulting If Any of These Are True:

  • High Stakes: This decision will lock you in for 3+ years or affect multiple departments
  • Expertise Gap: No one on your team has done this before and you don't have time to learn
  • Large Dollar Value: The contract is $100K+ or affects how you allocate budget
  • Regulatory Implications: Data privacy, AI governance, or compliance is involved
  • Vendor Complexity: The vendor is large, has leverage, or you've had bad experiences with them
  • Time Crunch: You need this done in weeks, not months
  • Change Management: You need staff to adopt something new and they're nervous about it

DIY Works If All of These Are True:

  • Low Complexity: The decision is straightforward and standard
  • Time Available: You have weeks to work on it
  • Internal Expertise: Someone on your team has done this before
  • Low Risk: The cost of getting it slightly wrong is manageable
  • Good Faith Vendor: You have a cooperative vendor relationship without red flags
  • Budget Conscious: You'd rather spend your time than consulting money

The Hybrid Approach

You don't have to choose all-in on either. Some libraries do:

  • DIY First, Then Consulting: Your staff does initial research, then a consultant reviews what you found and flags what you missed (usually 5-10 hours)
  • Consulting + Execution: Consultant designs the plan, you execute it. This cuts consulting hours significantly
  • Hourly Spot-Check: You're doing the work, but reach out when you hit a confusing clause or decision point (2-5 hours of consultant support)

These combinations let you save time without paying for a full engagement.

Not Sure Which Path Is Right?

Take the assessment to figure out what you need. Or reach out directly and we can talk through your specific situation - no obligation.

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