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September 30, 2008

Social Network Sites: Webinar Today

FYI ... short notice but still time to register and attend. Timely - we just published a reference architecture template on social network sites so if you are a Burton Group client, check out the document here (note: client access required). I'll cover some of the basics in the report during the webinar today.

IT Best Practices for Enterprise Social Networking – Burton Group Webinar

Free Live Webinar – September 30, 2008 at 2 pm ET

With the popularity of consumer sites such as LinkedIn, Facebook, MySpace, and Bebo, IT professionals are facing an increased demand to review and implement social networking capabilities for their enterprise. There are numerous technical and functional items that need to be taken into consideration when developing an enterprise social network.

Unfortunately, since social networking for the enterprise is relatively new, best practices and feature/function requirements are not clearly established or widely available. Based on his extensive social computing experience, Mike Gotta has established a common set of infrastructure architectural components and capabilities that IT should consider when implementing an enterprise social network site.

Join Burton Group and NewsGator for a live webinar on September 30, 2008 at 2 pm ET that will cover:

  • A definition of enterprise social networks
  • An overview of the key infrastructure components of social networks
  • A demonstration of how to implement enterprise social networks with Microsoft SharePoint

IT Best Practices for Enterprise Social Networking – Burton Group Webinar

September 25, 2008

Cisco WebEx Connect Questions

Recommendation: People should be examining Cisco's announcements this week more broadly that just a SaaS Collaboration/Web 2.0 play and/or as an update on its UC/video/telepresence efforts. The evolving puzzle pieces will lead to an maturing SaaS, PaaS (Platform as a Service), and Cloud play. Compare/contrast Cisco with those trends in the market.

Predictions:

  • WebEx Connect will need a strong IdM (Identity Management) play and will do so either through expanding what exists within PostPath or through an acquisition or a deep partnership. This will be a "cloud based" IdM play - not on-premise (to which it would federate with existing solutions). The cloud-based identity service will be key to expand on social networking aspects that will emerge around WebEx Connect.
  • More acquisitions - perhaps one of the mashup, or PaaS, or feed syndication platform vendors or a mobile player.
  • More partnerships - perhaps with Jive or other white label/hosted social/community platforms vendors.

Below are a random collection of questions in my head as I sit and listen:

DoJo Questions (Disclaimer: I don't cover Ajax/widgets per se so these questions are based on little knowledge and might be offbase or not relevant)

  • What is Cisco's position on OpenAjax Alliance?
  • Where will Cisco go concerning OpenAjax Metadata specification?
  • Where will Cisco go concerning OpenAjax Hub (secure mashup runtime)?
  • What about offline - does WebEx Connect implement Dojo Offline which is based on Google Gears?
  • Will Cisco deploy any Dojo widgets on top of Adobe AIR?
  • Will Cisco join the DoJo Foundation and participate/contribution to the community?
  • What's the open source licensing direction (GPL, BSD, etc)?
  • Managing the widgets built by third parties running on the platform - terms of service, gallery/store, etc?

Tooling

  • Wiki was mentioned but not the provider - open source or OEM?
  • Will there be a blog capability forthcoming?
  • Other social software tools such as tags/bookmarks, social networking, etc?
  • Productivity tools? Will we see a ZoHo or someone else jump on the platform?
  • Other SaaS players - will others move from their own hosted solution to Cisco to gain network effects? Maybe the hosted version of Jive Clearspace?
  • Will there be a UM story (Unity in the cloud)?
  • Workflow story?

Content Management

  • WebEx Connect includes document sharing but how far will it support lifecycle functions (check-in/out, version contorl, archival, records management)?
  • Will Cisco jump on the Content Management Interoperability Services (CMIS) effort?
  • Discovery angles - organizations need to have confidence that they can react to various e-discovery demands - how supported by this platform?
  • What are the records management functions for content, email, IM, etc?

XML Feeds

  • Exposing RSS/Atom feeds is one thing but will Cisco include a feed syndication platform within WebEx Connection (ala Attensa, NewsGator)?
  • Will Atom Pub be supported within the underling application/platform services?
  • Synergies between XMPP/Jabber and Atom/AtomPub for applications and syndication of operational data form back-end systems?

Integration

  • Will SharePoint integration include Web Parts (similar to what Awareness has done with its SaaS solution)?
  • What about portlets for integrating WebEx Connect with other portal platforms?
  • What about integration with Lotus Connections, Lotus Notes/Domino, Lotus Quickr?
  • Support for OpenSocial? Microformats (e.g., hCard, XFN)?
  • Presence/IM federation - where's the gateway story for interop with AOL, Yahoo!, etc?
  • Will there be a workflow capability (even if lightweight)?
  • Development test environment - how supported? Organizations will want a sandbox before deployment?
  • Web services mentioned a lot - but what type of web services? Soap? Others?

Social Networking & Identity

  • Given the talk on profiles and social networking - where is the identity management direction? What about OpenID/OpenAuth?
  • Do rCards or XRI come into play over the long run?
  • What's the profile unification direction - how many profiles will Cisco be delivering within/across different products?
  • Will Cisco emulate the approach taken by Sun Project OpenSocial or Ringside Network to add WebEx Connect capabilities to be embedded within existing web properties that are not running on Cisco's platform (e.g., widget syndication)?
  • Will there be a layer of analytical services that correlates and infers relationship connections based on e-mail, contacts, etc (similar to IBM Atlas or Contact Networks)?
  • Cisco eventually needs an Identity Management solution. Does Cisco acquire its way into IdM or partner?

Cloud / PaaS / SaaS Ecosystem

  • What is the business model for third parties to build solutions on WebEx Connect from both a technical solution provider and an application/business solution provider?
  • Why should people consider Cisco as a cloud player? How does Cisco define its cloud (assumption: cloud does not equal WebEx Connet)?
  • Can other parties build solutions on the cloud without being involved with WebEx Connect?
  • Does Cisco see SaaS as equal to WebEx Connect? If not, what other SaaS solutions will be placed on the underling Media Tone Network?
  • Strategy for interoperability with on-premise systems (software and software as a service)?
  • Given the application lifecycle management capabilities - does this put Cisco into the PaaS arena (Platform as a Service)?
  • What type of marketplaces with this solution support for partners to open up their own "shops"?
  • Terms of service will be critical in terms of stewardship - what are the licensing terms for widgets - TOS for users and partners, will there be a way to disable or delete widgets (refer to recent Ning and Facebook issues) ...
  • Cisco seems to be evolving to compete with the likes of Google? Microsoft Windows Live? SalesForce? Others?
  • Implications from a go-to-market / channel / sales / brand perspective on getting people comfortable with the transformation into collaboration and Web 2.0 ... but this appears to be a 3-5 year journey so what's the roadmap, how is success defined, benchmarks along the way, training/support for partner transition etc?
  • Deeper partnerships needed in the professional services space - or does Cisco need its own professional services arm?
  • Developer community - key to energizing WebEx Connect - what's the application developer community program to compete with what IBM, Microsoft and Oracle had to attract/retain a loyal developer community?

Notes From Cisco WebEx Connect Session

Rough notes taken during this morning's presentation on WebEx Connect:

  • How does IT meet the competing demands from end users where end users can obtain solutions from the consumer market with updates to tools occurring at a much faster rate than traditional enterprise IT software.
  • Need a new architecture and approach. Want to support a 3-6 month delivery cycle.
  • But, need to maintain security, compliance, and other policies
  • Cisco Collaboration Architecture: higher level of services (presence, messaging), designed for other people to extend (mashups), designed for enterprise environment (policy management)
  • Unified Communications + Web 2.0 + SaaS supported by a network services layer linked to API strategy (based on web services) and Cisco developer services program, etc
  • Leverage Cisco network expertise (Cisco Intelligent Network)
  • WebEx Media Tone Network
    • 9 globally linked data center, 99.99 reliability, hot site redundancy, peering with BGP, audit against ISO-17799 and SAS70 Type II standards
    • Intelligent, secure, reliable, and scalable global delivery
    • 125K WebEx sessions per day across 94 days
    • Operational Support System: software deployment, site/resource provisioning, usage monitoring, network performance, etc
  • WebEx Connect Collaboration Services
    • e-Mail
    • Presence
    • Instant Messaging
    • Shared Workspaces
    • Voice
    • Video
    • Web meetings (conferencing)
  • Development
    • Platform APIs
  • Unified user experience, single client
  • Cisco focused on a communication-centric user experience, existing tools (IBM, Microsoft) are more document centric or file centric and historically, asynchoronous
  • Client interface has elements of social networking, profiles, etc.
  • Team spaces have group discussion forums, persistent chat, document sharing and widgets (note: not sure whether document sharing implied document library with version controls, etc)
  • Widgets: calendar, task, bulletin board, but can create customized widgets
  • Customize team spaces for business processes (can be customized by business partners so a business model here), development platform and open APIs, add collaboration to a process, create simple mashups
  • Platform is hosted on Media Tone Network
  • Application development framework API, Connect Platform Services API, security framework, common services, application services, administration services, all exposed via REST and web services interfaces
  • PostPath provides e-mail and calendaring
  • Jabber provides presence and real-time messaging
  • See Jabber beyond IM - but messaging platform - not just people-to-people but for application systems as well (alerting/notifications)
  • SAML supported, directory integration, full policy management framework (user, groups, roles), centralized management at workspace level, audit and logging and network-based policy enforcement; policies apply to IM, file transfer, meetings, video, voice, etc.
  • Policies follow users wherever they go on the network, separation of policy and access controls
  • Policy framework supports policy alignment across companies if multi-company collaboration environment setup
  • WebEx Connet Application Framework base don Ajax, Dojo Open Source Project, declarative style definition language defined, MVC model, reuse of components supported
  • Declarative language called AppConstruct so you can build composite applications, XML format
  • AppConstruct enables application life-cycle management supported, supports provisioning and policy controls (e.g., who has access to what widgets)
  • Platform components designed to be "mashed up" with other applications/platforms, as well as within its own WebEx Connect platform. No need to always use WebEx Connect user experience or unified client.
  • Microsoft integration: with Outlook/Exchange (e.g., Calendar), access Outlook e-mails from the WebEx Connect client (e.g., "recent emails), add add WebEx presence to Microsoft Outlook, you can also upload, view, edit directly from SharePoint
  • Also integrated with on-premise communications such as Call Manager (leverage CUCM architecture, dial plan, VoIP and toll bypass)
  • Widgets for call history, voice messaging, etc. WebEx Connect will become a native UC client (softphone for voice and video)
  • Summary: platform approach, collaboration outside/inside the firewall, cross-company collaboration, support multiple user experiences and cloud-based economics

Questions

  • IBM Sametime integration supported - can also access documents within IBM environment, have not done some of the client integration (Outlook) with Notes for e-mail and calendar
  • No requirement on IDE's ... programmers can leverage existing development environments
  • MeetingPlace - merger? Looking at federation between systems - looking to replace Adobe engine with WebEx engine.

September 22, 2008

Oracle OpenWorld 2008 Keynote Notes

Partial notes from opening keynote (Charles Phillips)

  • Investing around $3B in research-related activities; 1200 patents
  • 50 acquisitions over last 5 years; 1 out of every 3 employees are non-Oracle (prior to expansion) - went from 40K to 85K employees
  • 3 basic businesses: database, middleware and packaged applications (CRM, ERP, Financial, HR, etc)
  • 25% growth over last years, stock up 18%
  • Theme: Complete - Open - Integrated
  • Packaged Applications
    • Horizontal (ERP and CRM)
    • Vertical (Industry specific - automotive, chemicals, CPG, etc)
  • Application Integration Architecture (AIA)
    • Integrate any application, Oracle and non-Oracle leveraging standard middleware, pre-built standard integration
    • Formalize integration methods, "packaged integration" similar in concept to packaged applications
    • Comment: data/object models at all levels (people, business, technology), meta data and meta models are likely key for this framework
    • Comment: Standards are not always available for all types of integration so challenge of leading standards effort or moving ahead in a way that remains open (will be especially true for emerging areas related to social networking)
  • Horizontal Application Product Strategy
    • Applications Unlimited - new functionality in current applications that is enhanced via Fusion Middleware and includes lifetime support
    • Fusion applications
    • Oracle SaaS
  • Social CRM: Web 2.0, communities, blogs to improve CRM activities
  • Oracle Middleware
    • Back to theme: complete, open, integrated
    • Believe individual components are best of breed in addition to being part of a unified suite
    • Enterprise 2.0 offerings
  • Beehive: software for enterprise collaboration
    • Integrated and secure
    • Built from scratch, new architecture
    • Collaboration server, communicate, coordinate, etc
    • Collaboration fragmentation - all apps come with their own databasem own admin, own security/identity, etc
    • Beehive integrates all of this
    • Rules, groups, preferences, centralized administration
    • Shot at SharePoint and number of servers you need to gain scale
    • Beehive integrates with WebCenter, Oracle Applications, and the rest of the Oracle infrastructure
    • Choice of clients to alleviate user experience issues
    • Unix or Linux
    • Co-existence with certain products such as Microsoft Exchange, Cisco Call Manager, etc
    • Includes development platform as well
  • Beehive Demo
    • Outlook integration, Outlook running against Beehive server
    • My Workspace sits inside Outlook, can store documents, work with other applications (IM session log), PPT, other types of data types such as a web conferencing record/playback file - all within an Outlook user experience
    • Promote to team workspace
    • Universal membership
    • Demo of real-time web conferencing (Oracle product)
    • Security demo on documents
    • Audit log demo of all collaboration interactions
    • Integrated and secure - main point of message

September 19, 2008

Cisco Announces Definitive Agreement to Acquire Jabber

This is a bold move by Cisco (given it's commitment to SIP) to expand industry thinking around presence as well as expanding its thinking around real-time applications given the type of development capabilities made possible with XMPP. 

So suddenly, I see both Avaya and Cisco as the new thought-leaders when it comes to presence (especially in regards to "social presence").

Microsoft and IBM are locked into yesterday's view of presence and where it needs to go.

Question: What will Avaya do since they OEM'd their XMPP capability based on Jabber's platform.

The solution will show up first in the WebEx world (e.g., Media Tone Network, WebEx Connect) and then follow with an on-premise implementation.

Federation will emerge as well between the cloud/SaaS world and on-premise implementations.

Given XMPP's use within the government and financial sectors, this move will also help Cisco expand its customer relationships with those organizations.

(added after original post)

Involvement with the XMPP Standards Foundation will provide Cisco with opportunities to grow the community and partner ecosystem interested in XMPP from both an open source and open standards perspective.

XMPP support will also help interoperability with Google as well as with other vendor's in the collaboration and social software space that leverage XMPP (i.e., Jive Software, Twitter).

Overall, the move continues to help Cisco build-out a platform and ecosystem for both its UC and evolving collaboration/Web 2.0 efforts.

SAN JOSE, CA -- 09/19/08 -- Cisco (NASDAQ: CSCO) today announced its intent to acquire privately held Jabber, Inc., a provider of presence and messaging software. Based in Denver, Jabber will work with Cisco to enhance the existing presence and messaging functions of Cisco's Collaboration portfolio.

The acquisition will enable Cisco to embed presence and messaging services "in the network" and provide rich aggregation capabilities to users through both on-premise and on-demand solutions, across multiple platforms including Cisco WebEx® Connect and Cisco Unified Communications.

"Enterprise organizations want an extensible presence and messaging platform that can integrate with business process applications and easily adapt to their changing needs," said Doug Dennerline, Cisco senior vice president, Collaboration Software Group. "With the acquisition of Jabber, we will be able to extend the reach of our current instant messaging service and expand the capabilities of our collaboration platform. Our intention is to be the interoperability benchmark in the collaboration space."

Jabber provides a carrier-grade, best-in-class presence and messaging platform. Jabber's technology leverages open standards to provide a highly scalable architecture that supports the aggregation of presence information across different devices, users and applications. The technology also enables collaboration across many different presence systems such as Microsoft Office Communications Server, IBM Sametime, AOL AIM, Google and Yahoo!. Jabber's platform leads the market in system robustness, scalability, extensibility and global distribution.

The Jabber acquisition exemplifies Cisco's "build, buy and partner" innovation strategy to move quickly into new markets and capture key market transitions. In addition to internal software innovations, Cisco actively employs investments in, and acquisitions of, other companies to support its software strategy; recent purchases include industry leaders WebEx, IronPort, Securent and PostPath.

The transaction will be accounted for in accordance with generally accepted accounting principles. Financial terms of the transaction are undisclosed. The acquisition is subject to various standard closing conditions and is expected to be complete in Cisco's first half of fiscal year 2009. Upon completion of the acquisition, Jabber employees will become part of the Cisco Collaboration Software Group (CSG). CSG is part of the recently established Software Group, consisting of Cisco's major software businesses; including the IOS network operating system, network and service management, Unified Communications solutions, policy management, and SaaS offerings.

About Cisco Systems

Cisco (NASDAQ: CSCO) is the worldwide leader in networking that transforms how people connect, communicate and collaborate. Information about Cisco can be found at http://www.cisco.com. For ongoing news, please go to http://newsroom.cisco.com.

Cisco, the Cisco logo, Cisco Systems, Cisco WebEx and IOS are registered trademarks of Cisco Systems, Inc. in the U.S. and certain other countries. All other trademarks mentioned in this document are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. This document is Cisco Public Information.

Cisco Announces Definitive Agreement to Acquire Jabber

September 14, 2008

More Thoughts On Social Presence

There were two notable comments to my earlier post (and cross-post) on the concept of social presence and the role (or non-role) of UC vendors.

Blair brings up a direct concern (security) and an indirect concern (surveillance). Both are credible issues. Any social presence platform would clearly need to include a policy management component that would integrate with security and identity management systems within an enterprise to support authentication, authorization and related demands (e.g. logging, audit, archival, and records management). An enterprise would require the capability to impose certain policies on a social presence platform to satisfy governance, risk, compliance or other demands. Additionally, any such system would have to have a permission model with access controls that enable people to manage their own “presence”. But I don’t see this as any more of a roadblock than what we expect from other tools – not just those related to UC but also those related to social software in general (e.g., e-mail, calendar, blog and wiki platforms). So while a valid comment, it applies equally to existing tools almost universally. In fact, I point out the need for such functionality in a recent most on microblogging within the enterprise. To be clear – yes – any social presence platform will need to be secure, integrate with existing infrastructure, and support some type of federation model for interoperability with the external world.

The inferred point regarding surveillance is more interesting and properly points out the social dynamics involved as we share “lifestreams” of information about ourselves as we go about our activities. In a blog entry posted in April of this year (Participatory Surveillance: Co-mingling Intimacy & Exposure), there are pro and con arguments that are equally valid concerning how people interact in a mediated public space. Some people will feel very comfortable while others will become rather nervous as they are “followed” by people they may not know – even if they are other employees. Such a concern reinforces the need for controls that allow users to limit their visibility, to filter what they share or to even block someone from tracking them. But – other people and groups may find such capabilities quite valuable in terms of improving shared situational awareness and enabling people to self-synchronize with the conversations or activities of others. There’s no right or wrong – just the need for a social presence platform to include controls that each person can customize how much or how little they wish to expose.

The last point regarding “business presence” vs. “social presence” I believe is more of a contrived debate. The term “social” is often inappropriately equated to “play” or to “waste of time”. Organizations will tell me “we’re pursuing corporate social networking” or “we prefer to user the term ‘professional networking’ rather than social networking”. I don’t mind if people want to label something differently but to a great extent “it is what it is – no matter what we call it”.

What is “business presence”? Are we going to limit presence only to the meta-data status of someone (on the phone, in a meeting, etc)? Is business presence going to be limited to some set of formal states?

What are "corporate/professional networks"? Relationships are hugely influenced by underlying social constructs. Our desire to understand the social aspects of how work gets done and how people leverage informal connections has been a long-sough goal of those involved in knowledge management, organizational development, learning and other initiatives related to community-building.

We should drop the notion that there are not social aspects to business. Artificial labels are necessary at times (i.e., business presence, corporate or professional networking). However we should acknowledge that work is a social environment and we need to catalyze those social dynamics to support business strategies that help drive growth and innovation.

Comment from earlier cross-post

Mike:

I totally agree with you and I agree that social networking and UC and presence are all tied in together (I love your term social presence). I do have a concern about mixing social presence with business presence. Do I want my calendar information and status information available to someone who follows me because they want to hear what I have to say about UC, for example? And security can be an issue as well - people can know when I'm out of the country on a family vacation, meaning there's no one home guarding the house, except my cute little dog which they can see pictures of on my social networking sites. So I agree with the concept, but feel that it will require lots of rules, permissions, security settings, etc. that we have to think about.

Blair Pleasant
President and Principal Analyst, COMMfusion LLC Co-Founder, UCStrategies.com

Dave felt that I was perhaps too hard on UC vendors. I disagree. Clearly federation is a challenge - especially intranet federation. And yes, we can move the food around on the plate and do a better job with the current presence model. But the bigger problem is "that vision thing". Once large vendors get to a point where they have a product in the market for some time (IBM), or are building a product that targets a given market that they have long sought to enter (Microsoft), there is reluctance to push the reset button and take a fresh approach if that approach impacts the existing product. UC-presence will continue down its current trajectory (remember, I'm not saying that UC-presence is not valuable - just that it is limited and can only be advanced so far).

Other vendors (Cisco, Jabber) also seem entrenched in this narrow view of "presence". If a vendor wanted to disrupt the status-quo, I would imagine that delivering a social presence platform might be an interesting way to open up new dialogs with business and IT decision makers and get some media attention as well. It will be interesting to see if a project associated with SAP (called "ESME", which stands for "Enterprise Social Messaging Experiment") gains traction in this regard. 

What UC vendors should find the strength to admit (and Avaya is the first one to arrive at this point) is: (1) presence is much broader than how UC has defined it, (2) presence needs to be an independent capability with open interfaces to a variety of different applications, (3) SIMPLE has become an inappropriate standard for the next generation of presence, and (4) social networking trends are foreshadowing where presence needs to go.

I expect IBM and Microsoft are going to protect their current investments, will try to position "rich presence" as defined within the UC world as actually being "social" and come up with tactical ways to bridge it to social networking trends. Right now, neither is offering a "vision" of presence beyond the products they wish to sell. I expect Microsoft to continue to limit integration and interoperability of its proprietary "rich presence" services with other vendors. IBM will play better with others - but it's still about Sametime and not a step towards social presence as I see it evolving.

I would hope that UC vendors are getting ideas from folks like Attensa, NewsGatorRSSBus or Gnip; leveraging work being done at Project Rome or Apache Abdera - and learning how to exploit microformats as well. These are some of the core elements I feel are necessary to deliver a social presence platform that works with existing UC platforms but is not tied down by the presence baggage of those systems.

Comment from earlier post

Excellent points!

Perhaps you were a tad too hard on UC vendors for doin' a what comes natural in using UC-centric presence models. Application-specific presence isn't the cardinal sin - lack of (presence and other) federation is the real problem.

Presence information is valuable and adding custom presence states that are appropriate for specific applications can add great value to a solution.

For example, for UC applications, it might be useful to have presence states that differentiate between speaking on the phone handset versus the speaker. This distinction is useful because more care must be taken speaking on a call that is being broadcast over a speaker. But if this custom presence state doesn't follow open standards and can't be published to other systems, its utility becomes vanishingly small.

It is gauche to design closed-system communications offerings (and social networking services, collaboration applications, etc.) which can only work for people within the walled garden system.

Once enough of the market understands how useful presence is, systems with non-standard, unfederated presence models will have to get with the program, or be left behind.

Dave

Disclosure: I'm employed by Jabber, Inc., a company that has so much belief in the Power of Presence(R) that the phrase is our company tagline and a registered trademark.

Dave Uhlir
Jabber, Inc.

September 12, 2008

Project Status: Social Networking Within The Enterprise

The last update on my contextual research study was on September 2nd so I thought it might be a good time to provide an update.

  1. The call-for-participation has been received by 70 companies.
  2. A range of industry sectors are represented within that group of 70 including: financial services, retail/speciality/services, pharmaceutical,  home improvement, legal, consumer products, insurance, manufacturing, travel, professional services, education, government, media, CPG, energy, telecommunications, and technology. 
  3. As of today, 21 organizations have confirmed participation, 9 have expressed strong interest, 5 have declined, a few are wondering whether they are a “good fit” and the rest are routing the request around internally to find the right contact/decision maker or have not replied.
  4. Within the confirmed organizations, the financial services sector leads with 4 companies. There are four organizations represented within a combined retail/speciality/services category. Pharma and professional services are next with each sector represented by 3 organizations.
  5. The target study size is 20-25 organizations. I’m realistically waiting on about 9-12 organizations that have expressed strong interest or were recently invited to participate to keep with the original study size goal.
  6. I am not looking for additional participants at this time until the current queue of possible participants clears itself out

Over the next several weeks, things get just a little more hectic:

  1. Two interview sessions are scheduled for the week of 9/15 (phone) while I am working on 2-4 onsite interviews possibly next week as well that are reasonably local to me.
  2. Then it’s off to Oracle’s conference and Cisco’s analyst event the week of 9/22.
  3. Followed by a trip to Toronto the week of 9/29 for three onsite sessions.
  4. Followed by a trip to Atlanta the week of 10/6 for at least 2, no more than 4, onsite sessions.
  5. The week of 10/13 is open for telephone sessions and local onsite interviews. (I might actually be home… nahhhh)
  6. Then it’s off to Burton Group’s Catalyst event in Prague the week of 10/20.

Whew …

September 11, 2008

Microblogging In The Enterprise

It was inevitable that Twitter-like services would emerge targeting a business audience. While the term “microblogging” is frequently used to describe these platforms, they could also be considered as a derivative of group chat and instant messaging platforms as well. Within the enterprise, it is highly probable that IT organizations will classify these tools as messaging platforms (I would BTW). As a messaging platform, these tools would have to support security, logging, audit and archival functions to satisfy regulatory, compliance and records management demands.

These requirements might “ruin the party” about how people foresee microblogging taking off within the enterprise – but better to plan for such features now, and push vendors to deliver those functions, than ignore some basic blocking-and-tackling issues that inhibited rollout of enterprise instant messaging.

In fact, the other debate that will go on internally within enterprise organizations will be the overlap between microblogging tools and instant messaging tools that support group chat. Will existing instant messaging vendors (i.e., IBM and Microsoft) support Twitter-like capabilities as an extension of their existing UC platforms – or – will there be a sustainable market opportunity for new entrants to deliver such messaging tools to an enterprise audience?

Microsoft acquired Parlano some time ago which could be extended to be a “Twitter for the enterprise”. IBM’s Sametime already has large-scale broadcast and group chat capabilities as well. But, as my earlier post on social presence outlined – will UC vendors/product teams (who seem to have a narrow view of the world when it comes to social networking), expand their platforms (e.g., beyond SIP/SIMPLE) to support concepts related to social presence as well as concepts related to microblogging? Or will they continue to prioritize their own products as the be-all-end-all hub for these types of applications?

A Myriad of Microblogging Options…

The media event, which ended Wednesday night in San Francisco, has ironically been very high profile on Twitter, the platform famous for originating ‘ambient intimacy’, Other microblogging platforms with traction amongst users include Plurk, Pownce, indenti.ca and Jaiku, with more options popping up practically daily.

…..

ESME is interesting because it focuses on real world application of Twitter style functionality in the SAP ecosphere. From early feedback the Vegas SAP TEchEd crowd didn’t go wild over this innovative project unlike Yammer’s reception in San Francisco, the reality is most internal enterprise people don’t understand the utility of this type of communication yet.

Yammer has a business model that allows rapid uptake of their service, which is anchored around urls. So if your company is arracanis.com for example those with @arracanis.com email addresses can join Yammer. If the owners of arracanis.com want any centralized control over this social network talking about their business they need to pay Yammer…

…..

The bigger challenge – completely understood by early business Twitter adopters such as @zappos - is making a standardized micro blogging platform as intuitive to use as email or the telephone for business users.

For smaller ad hoc business uptake Twitter, Yammer and other services will fill a gap, but there is still a need for a secure internal service that will carry sensitive communication. The ESME’s of the world are working towards that, and it’s a communication and training battle…

A Myriad of Microblogging Options… | Collaboration 2.0 | ZDNet.com

September 05, 2008

Presence Is Too Important To Leave To UC Vendors

The title of this post might seem to be self-contradictory. After all, we associate presence as a foundational capability within unified communications. Indeed, several blog posts have recently highlighted the importance of presence as a core component of a UC platform while noting interoperability challenges across UC systems.

Interoperability in IP Telephony and Unified Communications

Today, companies worry about different vendors' PBXs talking to phones and to each other, as well as to applications such as contact centers. But the major bone of contention going forward into UC is presence and the need to "federate" presence engines.

Presence, not VoIP is the Foundation of Unified Communications

I do believe this was conventional thinking for quite some time but this “old school” thinking needs to stop or UC will take years to reach its potential. Also, it’s just flat out wrong. Presence, not VoIP, should be thought of as the foundation for UC.

Presence Plays a Part in Unified Communications

On the nojitter site recently, a couple of my fellow analysts wrote some interesting pieces about the role of presence. I completely concur with their assessments that presence is the foundation of UC. In fact, I believe that presence is one of only three or four elements that are necessary for a UC solution.

Many people consider presence to be a companion technology that goes along with instant messaging, telephony/VoIP, conferencing and mobile technologies. But if you are paying attention (and the posts above are well-worth reading), you can sense that people are beginning to believe that “presence” should be thought of as a topic in its own right – as a distinct and independent capability that augments other UC-related services rather than some type of sidekick that follows along.

For those that have followed my research in the real-time collaboration field here at Burton Group and from my Meta Group days, you’re aware that I’ve talked about presence as an independent architectural domain within UC for some time (circa 2004 as I best recall). I’ve also posted previously on this blog about the changing nature of presence and the need to fundamentally reset our assumptions.

While presence will remain a core element within platforms for unified communications, the social dynamics around presence require all of us to look beyond how presence is defined, packaged and delivered by UC vendors (e.g., Cisco, IBM, Microsoft). The benefits of “presence” span far beyond the boundaries of unified communications. In fact, presence is on its own convergence path with social networking trends.

What I hope people tracking the UC space begin to recognize is that presence is more about enabling social context and social connectedness than it is about communicating awareness of a particular communicate state. Today, the UC concept of presence can be thought of as a type of network “state record” – the presence of an entity is made available to subscribers of that entity’s presence (e.g., displayed on a “buddy list” or within a presence-enabled application). The subscriber is often made aware that the entity is online and has some glimpse into their ability to communicate (e.g., “in a meeting”, “out to lunch”, “away from desk”). Modern systems typically include a richer amount of information including a profile of that entity.

While this capability is incredibly powerful (leading people to talk about the benefits of presence-enabled applications and communication-enabled business processes), it is also inherently limited by its underlying assumption of “state” and dependency (for the majority of vendors) on SIP/SIMPLE for the underlying infrastructure. Rather than think it terms of a “state record” (or row) where we keep adding additional information fields for presence and profile data (columns in that row), we should be examining social networking trends and how other tools are attacking the presence problem (even though the term “presence'” is not often used).

Think In Terms Of “Social Presence”

Many consumer social network sites (e.g., Facebook, LinkedIn, FriendFeed, and Plaxo) allow members to share a chronological stream of information about their activities with other followers or with those within their social graph. The idea of a chronological stream – or multiple rows – has interesting implications to establishing a sense of someone’s presence over time. Seeing someone’s presence over time has a powerful cognitive impact on how people feel connected to each other and are contextual aware of each other’s activities. We just don’t throw more columns at the problem to keep enriching the state record. (Note: this is a conceptual explanation, presence handling is more complicated than rows and columns but I’m using it metaphorically to illustrate the point.)

The term “lifestream” is often used to define this type of presence stream solution. Each entry (“row”) highlights an activity that someone has decided to share in a public or semi-public manner (e.g., a blog post, social bookmark entry, music rating, travel movement or status update). A presence stream reflecting activities of that person can be displayed in multiple contexts. The complete stream or fragments of the stream can show up on that person’s blog, or on the profile page of their social network site. Elements of their lifestream can be combined with entries from other people to form an aggregated stream of information that provides a more social view of the activities of people they are following. This new type of presence model creates a type of social context and sense of connectedness that is not easily replicated in the UC world. 

The result of this type of aggregation of activities enables a type of social awareness that builds on principles originally associated with the UC concept of “presence”. The intersection between social networks and unified communications will form the basis for a hybrid approach perhaps best described as “social presence”. Social presence provides a broader sense of awareness of a person’s interactions and activities by blending information from a variety of applications, productivity tools, social network sites and communication platforms into a chronological stream. The “over time” perspective one gains provides a richer sense of someone’s “presence” than the state-record snapshot we have today in UC platforms. 

A social presence framework (illustrated below) might be modeled in the following manner:

image

Applications publish information fragments aggregated by a social presence component that centralizes the data. Correlation services analyze the information and package entries into an presence stream which is shared with subscribers. Blended group streams based on a collection of people being followed should also be supported. Applications could also subscribe to a “social presence” stream and contextually display that information as needed. What goes into this presence stream would be very open (e.g., blog posts, bookmarks, status messages, calendar events) in a way that mimics consumer counterparts (e.g., FriendFeed, Twitter, etc).

Vendors

UC-related presence would be included in this model as a subset but the overarching solution is unlikely to be delivered by a UC platform itself. My firm belief is that such a solution cannot be delivered by platforms designed (and biased) towards SIP/SIMPLE. I honestly believe that the underlying assumptions (all the way back to the protocol specifications) bias UC-presence towards communications (which is perfectly fine). A social presence platform may however be delivered by some of those vendors that are active in the social computing space (but they really do need to start thinking more creatively and not be afraid to sub-optimize the overall presence role of their own UC platform). That said – some vendors have a shot here.

Avaya (even though they are a UC vendor) took a bold step by adopting XMPP for its presence server. Feed syndication platform vendors such as NewsGator and Attensa could play a partner role for larger vendors. Jabber and Jive could play in this area as well given their XMPP centricity. (Note: My current thinking is that a social presence platform would rely on a combination of Atom/APP, XMPP and microformats).  Larger vendors such as IBM would have to break from its UC-centric thinking around presence as would Microsoft. For Microsoft however this type of move is almost unimaginable given the centricity of OCS around SIP/SIMPLE and Microsoft's reluctance to integrate and interoperate with other vendors on a level playing field when it comes to presence. Oracle remains a dark horse as does SAP, although ESME is a nice start (congrats BTW to the people involved in ESME and to Dennis Howlett who seems to be the proud mother at the moment). 

Conclusion

The UC evolution of presence will go along its maturity path and will remain critically important to many organizations (e.g., more intelligent/rich, integrated within business applications) but the original lofty vision of presence portrayed by UC vendors will transition to social networking platforms. Those vendors had their shot. But the foot-dragging on openeness/integration/interoperability along with narrow-minded thinking and competitive shenanigans more than justify these vendors being tossed out as far as being thought-leaders on where presence needs to go – presence is simply far too important to leave up to UC vendors.

September 04, 2008

Efficiency vs. Exploration

FYI, I enjoyed reading the article:

Wellsprings of Creation: Perturbation and the Paradox of the Highly Disciplined Organization — HBS Working Knowledge
Executive Summary:

Many organizations struggle to balance the conflicting demands of efficiency and innovation. Organizations can become more efficient in the short run by replacing costly, unpredictable problem solving activity with consistent, streamlined routines. However, this efficiency often comes at the cost of long-run adaptability. The more organizational activity is dominated by stable routines, the less the organization learns, and the more rigid and inflexible it becomes. To escape this fate, the authors of this working paper theorize that highly disciplined organizations must actively engage in strategic and selective perturbation of established routines. A perturbation interrupts an established routine and creates an opportunity to innovate and learn. Using illustrations from Toyota, the authors investigate the conditions under which perturbations can sustain exploration in highly disciplined organizations. Key concepts include:

  • To sustain adaptability in the long term, perturbations must occur throughout the organization.
  • In highly disciplined organizations, adaptability depends on the active participation of organization members in inducing and interpreting perturbations.
  • Management must trust employees to perturb processes, teach them to detect and interpret perturbations, and motivate them to do so.
  • In the long term, business success depends as much on the commitment and knowledge of frontline employees as on strategic decision-making by senior management.

Wellsprings of Creation: Perturbation and the Paradox of the Highly Disciplined Organization — HBS Working Knowledge