Webinar: The New Paradigm for Business Intelligence – Collaborative, User Centric, Process Embedded

I’m watching this webinar featuring Don Tapscott of New Paradigm and Katrina Coyle of Molson Canada, sponsored by SAP.

Tapscott spoke first, and started with a reworked version of the same presentation that I saw last June at the Enterprise 2.0 conference, covering the four basic drivers for change: web 2.0, the net generation, the social revolution, and the economic revolution. He went on, however, to talk about the changing face of business intelligence: moving from cost-cutting to a focus on growth and creating relationships with customers and partners. There’s a number of factors at play:

  • Simplifying BI from a tool for tech-savvy power users to a visual, interactive tool for business decision makers
  • Making it easier to filter out the relevant data for making decisions rather that being confronted with a sea of data (a foundation of automated decisioning and complex event processing)
  • Providing interactive and iterative tools rather than creating standard reports through batch processes
  • Integrating with business processes for automated decisioning rather than just one-way periodic reporting

He sees more of this in the future: simpler interfaces to allow more people to participate in BI, new visualization techniques, better integration with other technologies, and support for harnessing the collective intelligence of participants.

I love that Tapscott’s using the term “BI 2.0”, which I first used in early 2006 to refer to the entire field of analytics in the face of a new batch of terms that seemed determined to relegate BI to refer only to periodic, one-way reporting.

We were then treated to a 24-slide presentation by Lothar Schubert, Director of Solution Marketing for SAP NetWeaver. Although he provided coverage of the landscape and history of BI, this could have been a bit shorter since we were left with only about 10 minutes for the customer case study.

Next up was Katrina Coyle, BI Team Manager for Molson, discussing their complex business environment — partnerships, acquisitions, multiple geographic locations with different go-to-market strategies, changes to consumer preferences — and how a single version of the truth through BI is absolutely necessary in order for them to continue to build their brand successfully.

Molson has been pushing innovation in their products and through social networking, but also through information using BI. This greatly improves information quality and timeliness throughout their supply chain, which in turn changes their physical loading and shipping practices. Problems in the supply chain are identified as they occur, and less time is spent managing the information and reporting.

You can see a replay of the webinar at the first link above.

Outsourcing the intranet

I’ve told a lot of people about Avenue A|Razorfish and their use of MediaWiki as their intranet platform (discussed here), and there’s a lot of people who are downright uncomfortable with the idea of any sort of non-standard intranet platform, such as allowing anyone in the company to edit any page on the intranet, or contribute content to the home page via tagging and feeds.

Imagine, then, how freaked out those people would be to have Facebook as their intranet.

Andrew McAfee discusses a prototype of a Facebook application that he’s seen that provides a secure enterprise overlay for Facebook, allowing for easy but secure social networking within the organization. According to WorkLight, the creators of the application:

WorkBook combines all the capabilities of Facebook with all the controls of a corporate environment, including integration with existing enterprise security services and information sources. With WorkBook, employees can find and stay in touch with corporate colleagues, publish company-related news, create bookmarks to enterprise application data and securely share the bookmarks with authorized colleagues, update on status change and get general company news.

This sort of interaction is critical for any organization, and once you get past a certain size or start to spread geographically, you can’t do it with a bulletin board and a water cooler any more; however, many companies either build their own (usually badly) or use some of the emerging Enterprise 2.0 software to do something inside their firewall. As Facebook becomes more widely used for business purposes, however, why not leverage a platform that pretty much everyone under the age of 40 is already using (and a few of us over that age)? One company, Serena Software, is already doing this, although they appear to be using the naked Facebook platform, so likely aren’t putting any sensitive information on there, even in invitation-only groups.

Personally, I quite like the idea, although I’m a bit of an anarchist when it comes to corporate organizations.

There’s a lot that would have to happen for Facebook to become a company’s intranet (or even a part of it): primarily sorting out issues of data ownership and export. There’s lots of people putting confidential data into Salesforce.com and other SaaS platforms that I think we can get past the philosophical question of whether or not to store corporate data outside the firewall; it just needs to be proven to be private, secure and exportable.

I also found an interesting post, coincidentally by an analyst at Serena, discussing how business mashups should be human process centric, which was in response to Keith Harrison-Broninski’s post on mashups and process. Although Facebook isn’t a mashup platform in any real sense, one thing that should be considered in using Facebook as a company’s intranet is how much process can — or should — be built into that. You really can’t do a full intranet without some sort of processes, and although WorkBook is targeted only at the social networking part of the intranet, it could easily become the preferred intranet user interface if it were adopted for that purpose.

Update: Facebook launched Friends Lists today, that is, the ability to group your contacts into different lists that can then be used for messaging and invitations. Although it doesn’t (yet) include the ability to assign different privacy settings for each group, it’s a big step on the way to more of a business platform. LinkedIn, you better get that IPO done soon…

Collaboration software survey

Jive Software recently did a survey about “collaboration software”, which includes social networking tools such as blogs and wikis, although it’s not clear if it also includes other collaboration tools such as ECM. I think the latter, since 63% of the respondents said that they have access to some type of collaboration software, 78% use it at least weekly, and half use it on a daily basis.

Social networking is definitely starting to make an impact in enterprises, however: 98% of the respondents know what a blog is, and 63% know what a wiki is. No question about whether those people can define any enterprise uses for blogs and wikis, however.

Atlassian releases a SharePoint plug-in for Confluence

I had an update from Jeffrey Walker of Atlassian about today’s joint announcement with Microsoft at O’Reilly’s Web 2.0 Summit: Microsoft is partnering with a few Web 2.0 innovators including Atlassian (which is a pretty big vote of confidence since Atlassian is Java-based) in order to position SharePoint as a social computing platform. As part of this initiative, Atlassian is releasing a SharePoint connector/plug-in for their Confluence enterprise wiki product that provides for single sign-on to both product, and provides two pretty interesting capabilities: federated search and content sharing.

Every customer that I deal with has multiple content repositories of some sort — most of them including some amount of SharePoint — so the issue with bringing in any new content repository such as an enterprise wiki is that users will need to search in multiple locations to find information. The Atlassian plug-in allows for federating a search across Confluence and SharePoint repositories, regardless of where the search originated, while respecting each product’s security.

The second major capability of the plug-in is to allow content sharing. From the SharePoint side, this allows Confluence pages to be embedded into SharePoint pages, including in combination with other SharePoint content. From the Confluence side, you can link directly to SharePoint content, which is a bit lighter-weight integration, but allows for things such as a single click to edit an Office document that is stored within SharePoint.

This plugin is available today in beta for free (assuming that you already have Confluence and SharePoint, of course), and will become a for-fee plug-in when it reaches version 1.0 at some point in the future.

The other Enterprise 2.0 vendor included in this latest Microsoft initiative is NewsGator, although I don’t know much about their part except what I read in the Microsoft press release:

NewsGator, a leading RSS company that helps individuals and businesses improve the way they access information and communicate, today announced the general availability of NewsGator Social Sites. NewsGator Social Sites is a collection of site templates, profiles, Web parts and middleware that will enhance the social computing capabilities of Microsoft Office SharePoint Server 2007 and Windows

LongJump revisited

I had an interview with Pankaj Malviya, CEO of LongJump, back in July, and another a few days ago to bring me up date for this week’s launch of their SaaS platform and applications. There hasn’t been a lot of new functionality since then, but they’ve accelerated their launch date: in July, they said that they’d be in an open beta by the end of the year (which I said was longish), and now they’ve done a full (non-beta) launch instead in a shorter time frame, so they must have felt the heat of the competition to get things going. They’ll be starting to offer training in about a week, and will eventually have some videos available online to allow you to preview applications.

Their focus remains on the small and medium business market, with the idea to prove to those companies that LongJump is sufficiently reliable to trust with their business data. Since they’re part of Relationals, they have a track record at providing hosted CRM for a couple of years now, which is certainly a good start over many of the other SaaS providers.

Although LongJump is a platform, they’re focussed on applications, not the platform itself. The basic package contains two applications: OfficeSpace, a group calendaring and collaboration application to manage documents, projects and discussions; and Customer Manager, a starter CRM application that integrates with Outlook. There will be other CRM applications available as well, such as Deal Manager for creating and tracking quotes, and non-sales management applications such as the IT asset tracking one that I discussed in my first post about them.

360 Customer Manager app

In fact in their press release, they list 12 applications that they say that they are initially introducing, although it’s not clear if all 12 are available now.

I am, of course, interested in what else that they’re doing with workflow after seeing it in the initial demo; they’re not releasing that until October, but they’re moving from a list-based set of states to a graphical process designer and there will be five applications released at the same time to take advantage of the workflow capabilities.

All of the applications will be free for the next three months in order to encourage people to try out LongJump, then it will move to regular pricing. Although the regular pricing was given to me verbally, it wasn’t confirmed so I don’t want to quote it here, but suffice it to say that the price point may give them an advantage over Salesforce.com for CRM, although you’d have to dig in and do a full functionality review (which I haven’t) to know how comparable that they really are.

You can read their full press release here.

Forrester Day 1: Rob Koplowitz

Lots of choice in the breakout sessions, but I’ve decided on Rob Koplowitz (who works with Connie Moore) on Web 2.0 and Social Computing in the Enterprise. The official statement:

Enterprise Web 2.0 can drive new efficiencies, but it needs to be approached like any new technology coming into the enterprise.

He had a good slide on how Web 2.0 changes group dynamics, from reviewed repository (predefined contributors and reviewers with a central point of communication) to facilitated community (clusters of communications with a facilitator in each cluster) to social networks (unstructured peer-to-peer communications).

He made a distinction of four types of social networking technologies: “listen to me” (blogs), “listen to us” (wikis), “find people like me” (tagging, profiles, social networks, virtual worlds) and “find stuff I need” (tagging, RSS feeds). He then went on to discuss which of these adds the most value within an enterprise based on research that they’ve done; after instant messaging, which was really just added in as a benchmark, RSS feeds came in as next most useful, which doesn’t really surprise me give what I’ve been seeing in the past months in the Enterprise 2.0 space. What happens, then, is a combined environment of a corporate information workplace with external sources of information, mashed up using various tools to provide value to users.

He referred to RSS as a lightweight integration fabric within organizations, which is a great characterization, and showed it on a spectrum of enablers that also included mashups, SOA and BPM.

Koplowitz then looked at the risks of Web 2.0 technologies within the enterprise, such as privacy and security; note that he’s talking about using consumer Web 2.0 technologies that are available via SaaS on the public internet, whereas there’s a ton of new Enterprise 2.0 solutions that are sold as on-premise, inside-the-firewall solutions rather than risk an improperly-hosted solution. There’s also many reputable Web 2.0 vendors who don’t do risky things with your data, or not any more risky than your own data center does now. He gave a scary-sounding example using Quechup, a recently social networking disaster that decided to spam your entire address book without permission and was quickly outed and shamed on the internet; this information came out with a few short days of this starting, and if the person involved had just been a bit more careful about watching the internet buzz on Quechup rather than jumping right in with their corporate address book exposed, then this would have been a non-story.

His recommendation is not to stop people from using social networking site, but to be cautious and appropriate about what they put out there, and to audit their behavior to ensure that they’re not violating corporate confidentiality. As he points out, Gen Y’s (18-26 years old) are the target hiring market for many companies these days, and they’re using these tools as creators of content as well as participants. However, the higher-level management in most companies, smack in the middle of the boomer years, are much less likely to participate and hence less likely to fund any related efforts.

Forrester will be publishing some research very shortly about vendors in the Enterprise Web 2.0 space, although he didn’t give us much of a sneak preview except to name a few vendors both in the Web 2.0 space and the enterprise space (BEA, Microsoft, SAP, IBM, Oracle), and predicting a collision. Traditional vendors are following the old-style release and adoption cycles, which may not play very well with the faster iterations that will come from the SaaS offerings from the Web 2.0 space; however, those traditional vendors are also in the position to just start bundling their Enterprise 2.0 offerings into their standard offerings (WebSphere Portal as a mashup platform, anyone?) to encourage adoption with their existing customers. There’s a new breed of vendors, however, that have deep enterprise roots and the agility of the hair-on-fire Web 2.0 vendors, that are likely to give the big guys a run for their money. Most likely, any organization is going to use a combination of vendors, both traditional enterprise vendors (who will be favored in the long run, based on history) and the new vendors (who are likely to be acquired by the big vendors). You’ll also see a combination of technologies, for example, ad hoc processes in a wiki with more structured processes in a BPM system linked to that.

His summary:

  • Enterprise Web 2.0 is part of the Information Workplace fabric
  • Corporations are getting value today from Enterprise Web 2.0
  • Users are getting social without appropriate guidance
  • Process and content need to be managed
  • The investment decision includes change management.
  • The vendors are colliding in this space.

There was an interesting discussion during the Q&A on the place of Google in the environment (Koplowitz thinks they have to solve their security issues first, such as not transmitting data to and from Google spreadsheets in clear text).

He points out that for many organizations that have a significant portion of younger workers, especially in technology-heavy industries, there is no way to put this genie back in the bottle; organizations have to deal with this, and “just say no” isn’t an alternative.

Forrester Day 1: Connie Moore Keynote

Connie Moore gave the opening keynote on Design for People, Build for Change: Transforming the Nature of Work. Her focus is on how business and IT have to work together in order to achieve this, but she likes the term “blended business-IT” rather than “business-IT alignment” because she wants them to be seen as a single entity rather than two separate bodies that need to be aligned in some way. I’ve heard Moore speaking at other conferences and on webinars previously, usually on the topic of BPM, and it’s significant that Forrester puts a BPM analyst in the keynote position at this forum: it really drives home that the key focus here is on process.

She posed three questions about this sort of transformation: why now, what underpins this trend, and how will it unfold.

In the “why now” category, she discussed the evolution in design that’s underway in all sorts of consumer products, and asked us to envision what would happen if the leaders in consumer product design (e.g., Apple) came into organizations and set to redesigning enterprise systems. Interesting thought, and something that I’ve written about when discussing Enterprise 2.0, which brings consumer Web 2.0 functionality into enterprise applications. The new generation of workers, dubbed “millenials” by Moore, have grown up with completely different experiences and therefore have completely different expectations about what systems will look like as they enter the workforce, particularly around social networking. Added to all this is the evolution of process management as a discipline, and the dissolution of monolithic business applications into composite applications that use BPM, SOA, business rules, collaboration and other technologies, either on-premise or as SaaS.

As for what underpins this trend, Moore discussed the dichotomy between the detailed transactional type of work (which she characterizes as left-brained) and the big picture type of work (right-brained) that have to be supported simultaneously by our systems. She lays out four key principles for designing for people, and gave a detailed example of each (including a really interesting Second Life example for the 4th point):

  1. Business processes adapt to changing business conditions.
  2. Applications evolve continuously while preserving process integrity.
  3. Processes, tasks and the associated information always maintain context.
  4. Systems are unitary, information-rich and reflect the social needs of the business.

The first two of these are about build for change, and the last two are about design for people

This is all unfolding with the big vendors making some large investments in BPM-related technologies as well as newer things like Web 2.0 and mashups. Cisco’s TelePresence got a huge plug here (I’m guessing that they’re a big client of Forrester 🙂 ), including a clip from 24 that used it. This new focus will require some new skills as well: business analysts need to become process designers, and developers need to become (application) assemblers: this is how design for people and build for change come together. This is completely aligned with what I plan to discuss tomorrow in terms of putting the design of processes in the hands of the business and creating agile processes.

Moore finished up with how to get started on all this, from the viewpoint of IT management, business managers, process designers, application developers, enterprise architects, and the CIO.

Appian Anywhere update

I had a chance to hear an update of Appian Anywhere, Appian‘s SaaS BPM offering, while at the Gartner BPM conference this week. I’m very interested in BPM and Enterprise 2.0, and SaaS BPM fits nicely into that intersection.

Although they originally planned for GA in Q307, it looks like Q108 before they’re going to be available to their planned SMB target audience with payments by credit card and other functionality that you’d expect for a SaaS offering. The reason appears to be that they’ve had so much interest from large corporate customers that they’re offering a large-client configuration first to a small number of select customers, so have diverted resources from the SMB functionality to focus on the big fish first. It seems to me that that would tend to cannibalize their on-premise business, although I’m sure that there are large organizations who will use this as a way to try before they buy.

They’re really trying to create an ecosystem for partners to develop applications on their platform. To prime the pump, they’ve created 30+ applications of their own that they’ll offer out for free with the basic subscription; partners are developing other applications that will be offered on a subscription based in the Appian Anywhere marketplace. Encouraging this sort of application development is a web service-like integration capability (I don’t think that it is exactly web services, but similar in nature) to integrate between Appian Anywhere applications and behind-the-firewall applications, which makes it much more useful as a BPM platform, since I can’t think of any customer of mine who wouldn’t have to integrate with one of their on-premise systems at some point.

They’re also creating some video training to minimize the need for professional services to get you up and running on the platform.

There’s still a lot of resistance to SaaS for core business processes, although I think that this could catch on for the non-critical ones as a starting point. However, there’s some pure Enterprise 2.0 vendors such as LongJump who are going to creep into this space — from the other direction and with a very different sort of offering — and pick up some of the market.

Why SaaS rocks

I hear a lot of opposition to software as a service from customers, ranging from an unformed mistrust of anything that crosses the firewall, to the feeling that anything that runs in a browser must be a toy, to a full-blown (and justified) concern of non-American companies about having their data stored on US-based servers where it is presumably accessible to US government agencies on demand. Keeping in mind that many of them are large, fairly conservative financial services organizations, I obviously have a long way to go in terms of convincing them otherwise, yet I still try.

Going back to Tim O’Reilly’s original treatise on Web 2.0, SaaS is baked right into the definition in two important ways:

  • the web as platform
  • the end of the software release cycle

The first of these is likely what sells most people originally: the idea that nothing needs to be installed at your own site, and all you need to do is pay $x per month per user (where x is about the cost of a couple of cappuccini at Starbucks) to have access to a fully-functional application. Think that this is only for small businesses? Salesforce.com announced yesterday that Dell is increasing their number of Salesforce.com subscriptions from 15,000 to 40,000 users. There’s all sorts of good reasons why to do this — lower TCO, small ongoing expense versus a large capital expenditure, no need to bring a new servers and applications into your data centre — but the somewhat unspoken reason is that it’s a way for the business to escape the tyranny of IT when it comes to purchasing applications. I’ve seen many cases of a smallish business unit within a large organization wanting to bring in new technology (BPM, BPA and BI are all ones that I’ve seen in this scenario), but IT adds on an unduly large burden of corporate standards and application vetting that kills the ROI, and the business goes back to their paper and spreadsheets. I’m not saying that IT shouldn’t be involved in these decisions, but when their time spent reviewing and “architecting” a packaged solution costs as much as the external costs, something’s wrong. If the business can get equivalent functionality from a SaaS offering with much less IT involvement and a small monthly bill rather than a large up-front capital expenditure, that’s going to look much more attractive.

The second driver for SaaS from O’Reilly’s definition is where the benefits will really accrue in the future, although that’s likely unrecognized by many people. The idea that you don’t have massive software releases that take the system down for hours or days, but that new features are gradually introduced with little or no fanfare, means that there’s much less disruption to the users, and that they’ll be pleasantly surprised by new functionality. I had exactly this experience of pleasant surprise this morning, when I noticed that Google Reader, which I’ve been using for a couple of months now, has gone from listing the number of unread items as “100+” to the actual number, a feature that I sorely missed from Bloglines since I almost always have more than 100 unread items and I really want to know how many more. They didn’t, to my knowledge, disrupt service in order to add this new functionality: it just appeared in my browser this morning (or maybe before, I’m not all that observant sometimes). I believe that there’s still the need for some major upgrades, such as a complete UI paradigm shift, but most of the enhancements to most business applications could be done incrementally and introduced as they’re ready, if the infrastructure is there to support it. That requires a browser-based application to avoid a download and install each time something changes, if not actually SaaS, but it also requires a new mindset for development teams about agile development and release: something that is much more prevalent in the SaaS vendors than in corporate IT groups.

If you read my post on Enterprise 2.0 updates recently, or the original Dion Hinchcliffe post that inspired it, it starts to become clear that Enterprise 2.0 will be dependent to some degree on SaaS, at least in the short term: many IT organizations are just not ready to start installing this new breed of application on their own servers, and the business groups will look outside to get their problems solved. This will lead to a further commoditization of IT, since once the business is using SaaS successfully, that genie’s not going back into the bottle.

Update: Google Reader also added search capabilities in this set of incremental upgrades, which I didn’t even notice (as enamoured as a I was with the accurate unread item count) until I read it on Mashable.