It’s Not About BPM vs. ACM, It’s About A Spectrum Of Process Functionality

From a white paper that I’m working on now:

I think that the whole “BPM versus ACM” debate has completely blown out of all sensible proportion, when we’re really talking about a spectrum of functionality that ranges from structured process management (or what some people think of as BPM) to completely dynamic process management.

The key, to me, is that it’s not an either-or situation: almost every business process that I’ve ever seen lies somewhere in the middle, with both structured and dynamic aspects: in some cases, different workers may perform either highly structured or highly dynamic functions, depending on their role. We need both end of the spectrum – and everything in between – to manage our processes, and we need them to work together in a cohesive environment.

I’ll publish the link to the white paper, which explains this concept in a lot more detail, when it’s complete.

Litigating Your Way To BPM Notoriety

I’m a firm believer in free and open information exchange – not always a popular view amongst independents like myself who make our living selling our knowledge and experience to organizations – and that principle is why I became involved in the Process Knowledge Initiative and its creation of an open-source body of knowledge for process information. The idea of the PKI’s BoK (or PKBoK as we’ve come to call it, much to the amusement of pedants who love to point out that two of the five letters in the acronym stand for “Knowledge”) is that the BPM community needs a body of knowledge that is freely available to all, and where everyone in the community can contribute. To that end, we’ve launched a public wiki that contains some starting framework pieces for the BoK, and are starting to accept community contributions in the form of public comments. Soon, I hope, we will have enough in place to open this up for community editing; in order to do that, we need to have some safeguards in place to make sure that special interests don’t hijack the conversation.

The idea for this was first launched in September 2010, based on a paper by Wasana Bandara, Paul Harmon and Michael Rosemann on the need for an open, comprehensive process body of knowledge in order to further professionalize BPM. In that paper, the authors discussed the ABPMP BPM CBOK as “the closest BPM BoK the discipline has to date” in terms of completeness, extendibility, understandability, application and utility, and identified a number of core limitations that need to be addressed:

First, the process of deriving and maintaining the BoK should be more systematic and transparent. This will assist the perceived validity and adoption of it. Secondly, the content that forms the BoK needs to be defined and scoped, and most of all, checked for completeness, correctness and relevance to the field. Also, consensus definition of the content of a BoK is needed for it to be accepted as industry standard. Thirdly, the structure of the BoK should be carefully thought about and documented; this will assist in the correct interpretation of the BoK by its adapters and will also support sustainability and growth of the BoK.

They categorized the ABPMP CBOK as “a good starting point”, and proposed initiatives for an ontology-based approach to developing more comprehensive content, and a community approach to populating and maintaining the content.

The ABPMP, however, doesn’t like the idea of an open and freely-available process BoK, since they make money from selling the content ($49.95 from their store, although Amazon discounts it to $39.17) as well as offering certification programs. Attempts by PKI members, many of whom have long-time memberships with the ABPMP, to involve the ABPMP in the PKI were generally rebuffed. In short, for all of you wondering why we aren’t just working with the ABPMP on their BoK: we think the content should be free and community-created, and they don’t.

I’ve been an ABPMP member in the past, and rejoined last year when I was invited to be on the executive of the fledgling ABPMP Toronto chapter. I don’t see that as being in conflict with my PKI involvement: they’re both helping to educate people on BPM, and that’s a good thing for the industry. At PKI, we could even envision a day when ABPMP offered certification courses and exams for the content in the PKI BoK, either in addition to or as a replacement for their own BoK. Imagine my disappointment, then, at two recent developments:

  • The ABPMP “Presidents Annual Report 2010” provided a financial and legal update that included the statement “Due to the increase in trademark filings, our legal costs will be an ongoing fixed cost of doing business going forward and will be budgeted on an annual basis to align our trademark filings with our growth strategies outside the US.” In other words, they’re using my membership fees to pay their lawyers to sue others who attempt to create bodies of knowledge in the BPM space where the name might possibly be confused with the ABPMP BPM CBOK. Tony Benedict, president of ABPMP International, already fired a warning shot at the PKI with an email stating “You cannot use BPM BOK in any of your publications, digital or otherwise as it violates our trademark.  Please refrain from doing so or ABPMP will take legal action.” This is not how I want my ABPMP membership fees spent. Also, we never used the term “BPM BoK”.
  • The president of the Toronto ABPMP chapter was told by ABPMP International that they can’t help us with our chapter startup costs (which are mostly just incorporation and initial marketing to draw in members), and that we would need to obtain money from sponsors, or incorporate as a for-profit organization and take capital contributions from the shareholders – in spite of the fact that less than 15% of the local members’ fees actually flow to the local chapter. Considering that our startup costs are likely worth about 1 hour of ABPMP International’s trademark lawyers’ fees, I would rather that a bit of that money be directed here so that we can get a local chapter started to promote BPM in Toronto, rather than focusing on suing other people.

I’m just not okay with the idea that you can litigate your way to fame and fortune when you’re trying to create something like the body of knowledge. I know it’s the American way, but I’m Canadian, eh?

SAP Run Better Tour: Business Analytics Overview

Dan Kearnan, senior director of marketing for business analytics, provided a overview of SAP’s business analytics in the short breakout sessions following the keynote. Their “run smarter” strategy is based on three pillars of knowing your business, deciding with confidence and acting boldly; his discussion of the “act boldly” part seemed to indicate that the round-tripping from data to events back to processes is more prevalent than I would have thought based on my previous observations.

We covered a lot of this material in the bloggers briefing a couple of weeks ago with Steve Lucas; he delved into the strategy for specific customers, that is, whether you’re starting with SAP ERP, SAP NetWeaver BW or non-SAP applications as input into your analytics.

He briefly addressed the events/process side of things – I think that they finally realized that when they bought Sybase, they picked up Aleri CEP with it – and their Event Insight solution is how they’re starting to deliver on this. They could do such a kick-ass demo using all of their own products here: data generated from SAP ERP, analyzed with BusinessObjects, events generated with Event Insight, and exception processes instantiated in NetWeaver BPM. NW BPM, however, seems to be completely absent from any of the discussions today.

He went through a number of the improvements in the new BI releases, including a common (and easier to use) user interface across all of the analytics products, and deep integration with the ERP and BW environments; there is a more detailed session this afternoon to drill into some of these.

I’m going to stick around to chat with a few people, but won’t be staying for the afternoon, so my coverage of the SAP Run Better Tour ends here. Watch the Twitter stream for information from others onsite today and at the RBT events in other cities in the days to come, although expect Twitter to crash spectacularly today at 1pm ET/10am PT when the iPad announcement starts.

Blogger/Analyst Session with Mark Aboud at SAP Run Better Tour

We had the chance for a small group of bloggers and analysts (okay, I was probably the only one with “blogger” on my name tag) with Mark Aboud, Managing Director of SAP Canada, and Margaret Stuart, VP for the Canadian BusinessObjects division. Since this was a roundtable Q&A, I’ll just list some of the discussion points.

  • 50% of SAP Canadian customers are small and medium businesses, sold through their partner network. ERP sales tend to be made through larger partners, whereas analytics are handled by a larger number of smaller partners as well.
  • Business ByDesign has only been launched in Canada within the past 60 days, making it difficult to tell much about the uptake here. There is one live production customer in Canada now, although they were not able to name names. Pricing and minimum number of users is similar to the US offering.
  • It sounds like HANA is a focus in Canada, but nothing concrete to talk about yet – seems like the analytics sales team is being focused on it and has built a good pipeline. Maple Leaf Foods, who spoke at the keynote, is considering it. The use cases exist, but the customer may not realize that the solutions to big data analytics are within their reach.
  • StreamWork is pretty much a big zero in Canada right now: they’re starting to talk to customers, but it sounds like very early days here. I was promised a follow-up on this question.
  • They’re putting a lot of weight on mobile apps for the future, particularly in industries that have remote users. I’m envisioning an underground miner with an iPad. Winking smile
  • The use of analytics such as BusinessObjects has become much more agile: it’s not taking 6 months to create an analytical view any more, the end users have the expectation that this can be done in a much shorter time.
  • I posed the question about how (or whether) all these great analytics are being used to generate events that feed back automatically into business processes; although there was recognition that there’s some interesting potential, it was a bit of a blank. This is the same question that I posed at last year’s SAPPHIRE about creating a link between their sustainability initiatives and BPM – I’m seeing this as a critical missing link from analytics through events back to processes.

A good opportunity for Q&A with Aboud and Stuart about what’s happening with SAP in Canada. Since most of my focus with SAP has been through the US conferences, it was nice to see what’s happening closer to home.

SAP Run Better Tour Toronto

SAP is holding a Run Better Tour to highlight some of their new releases and customer success stories, and today it’s in Toronto which allows me to check it out without having to get on an airplane. I attended the Women’s Leadership Forum breakfast this morning, featuring Amanda Lang of CBC News, and she’s speaking again in the general keynote, along with Mark Aboud, Managing Director of SAP Canada.

To go off on a tangent for a moment, Lang had an interesting anecdote at breakfast from an interview that she did with the ambassador from Norway. Apparently, Norway mandated that there be equal representation of women in senior government and corporate board positions; all of the cries of “but there are no women to take these roles” turned out to be completely untrue once they were actually required to look for them. Very reminiscent of the brouhaha around women speakers at tech conferences that inevitably arises several times per year.

In her general keynote, Lang focused on the economy and market forces (after making a quick joke about economists getting laid), and the factors that could impact a return to prosperity: world instability, a repeat of the financial crisis due to mismanagement, and a decrease in productivity. In the relatively small Canadian market, we have no control over the first two of these – a financial crisis that impacts us is unlikely to come from our conservatively-run banks, but from US or European financial institutions – but we can be more productive. However, our productivity has declined in the past 20-30 years, and we are at risk of leaving our children worse off than we are. This started when our currency was so cheap, and our exports were selling at $0.60 on the dollar: no need to increase productivity when you can keep doing the same old thing and still make money at it. However, the past 8 years or so have seen an exchange increase such that our dollar sits near par with the US, which makes our exports much less competitive. Since we haven’t increased productivity, we don’t have better widgets to sell for less in spite of the exchange leveling. Productivity and innovation, although not identical, are highly correlated: we need to have more people inside organizations who challenge the status quo and bring forward better ideas for how to do things.

Mark Aboud started his presentation with the idea that you can’t just get better, you have to get better faster than your competition. Some of this is based on taming the explosion of data that is resulting from the digitalization of human culture: all that needs to be gathering and analyzed, then made available to a variety of constituents via a number of different channels. Another contributor is social media, both in terms of the power that it has a platform, but also in raising the expectations for user experience: the consumer experience is very powerful, but the typical employee experience is pretty lame. He moved on to talk about SAP, and particularly SAP Canada, where only 40% of their business is based on ERP: much of the rest is business analytics. This stress on analytics became obvious as he talked about one of their customers, Children’s Hospital of Eastern Ontario, and how they’re using a graphical real-time dashboard as their key interface in the emergency department to indicate how well they’re operating, and highlighting problem areas: a great analytics-in-action example, although it’s not clear where the underlying data is coming from. He also talked about CN Railways, and how they’re using Business Objects analytics to reduce their fuel costs.

Last up in the keynote was someone from Maple Leaf Foods (missed the name) talking about their ERP implementation, and how they use it to manage a company that has grown by acquisition and has very different types of operations in different regions, with 200 different systems and islands of data. They are trying to standardize their business processes across these units at some level, and started rolling out SAP in all of the business units early in 2011, with a planned completion date of early 2013. They’ve done 35 go-lives already, which necessitates a minimum of customization and, sometimes, changing their business processes to match out-of-the-box SAP rather than spending the time to customize SAP.

Good balance of keynotes; I’m now off to a bloggers’ briefing with Mark Aboud.

Pega Case Management

I had an update from Pegasystems on their case management offering a while ago, and with the publication of the new Forrester Wave on Dynamic Case Management, the time is right for a quick summary. After last year’s PegaWorld, I published a review of their SmartBPM V6, which was already shipping with Visual Case Manager, but they’ve stepped up the case management functionality since then and have scored a top spot in Forrester’s report (you can see the wave graphic at Pega’s site, and download the report for free after registration).

Pega Case Management - case designerThey have a new portal for case workers and managers, and have improved the ad hoc process design that I saw in last review. There are a number of other enhancements, including some vertical applications, but we focused on the case management core functionality. The Case Designer is used to create the hierarchy of subcases and tasks, including attributes such as which are required versus optional, automatic versus manual start, or have attachments. These Case Type Definitions in the Case Designer are really the heart of defining a case management application: you define the case structure as a hierarchy of subcases, tasks and rules. You can add a new task, and apply rules to the tasks to limit choices or pre-fill information. Creating a new task also creates an empty process associated with it; this can be left completely empty to allow ad hoc process definition at runtime, or a process flow can be defined, which in turn can apply rules at any point in the process. You can specify goals and deadlines at any point in the hierarchy, so SLAs can be nested.

In the insurance claims example that we saw, there was a hierarchy of subcases and tasks: at the top level, a FNOL (first notice of loss) case had subcases for Vehicle Damage and Injury, each of which could be created manually by the user; within the Vehicle Damage subcase, an Adjust task was started automatically when the parent case was created, but an Adjudicate task could be started by the user as required. Case and task definitions can be reused – in the demo, the Adjust and Adjudicate tasks appear in both the Vehicle Damage and Injury cases – which potentially reduces the amount of effort to create similar case types. I’m not really clear on the distinction between (sub)cases and tasks: they both are containers for work and appear to have the same technical functionality, just a different representation on the screen. The terminology is unclear on whether a task is an atomic bit of work done by one user, or if it can have child objects as well. Leaving the subcase/task semantics aside, this definition screen allows you to define all of the activities that might need to be done in the course of a case, and some of their attributes. Although intended for business users/analysts, I think that there’s enough technical information exposed in this environment to make it unsuitable to any but the more technically-minded BAs. Ease of use has long been an issue – or, at least, a perceived issue – for Pega; they’ve made a lot of UI improvements to their modeling suite, but it’s still going to take some technical know-how to get things working. This is true for most BPMS products, in spite of what the vendors might tell you in the demo, and I don’t think that’s necessarily a bad thing for setting up frameworks and more complex processes, although it can inhibit agility if required for any change to a process or case structure. The Pega case designer environment might be better served by presenting a perspective for less technical users and a perspective with all the gory technical details so that the non-techies aren’t intimidated by it.

Pega Case Management - case detailsMoving on to the end-user experience, the newly-designed portal has four tabs/views: Cases, Tasks, Events and Reports. The Cases view shows a list of all cases that the user owns (i.e., that this user instantiated) or has an interest in (i.e., where this user has a task or subcase assigned to them). In the demo example, the cases are all claims; over in the Tasks view, we see the list of tasks assigned to this user, although it’s not clear (to me) if this is a combination of subcases and tasks, or just tasks – back to my earlier discussion on the distinction between the two. In both views, you see the start date, urgency, deadline and status of the case or task. In the Cases view, there is also a button to create a new case; this prompts for the required information for the case, such as claimant and vehicles, and creates the case. The Events view shows a snapshot of activity on all cases, including the user and case identifier, plus a calendar of upcoming deadlines for the cases.

Viewing a case/task, the default view shows the case details and the subject details, although this can be customized since each widget on the screen has user-customizable parameters. Most of what we saw was out of the box, with the exception of the data fields in the Details widget, and the meaning of “Subject” (in this case, client and policy) for linking cases to subjects. The case details shows all of this information, plus attachments , subcases and tasks. In the subject details, which will be specific to the case type, information is shown about the subject – in our example, subjects were clients that were claimants on the case – and links provided to any related cases. This view also provides the option to start a new process associated with the open case/task. Information can be aggregated across subcases and tasks within a case, e.g., calculating a total indemnity amount on a claim as an aggregate of damage, injury and other subcases within the claim.

Pega Case Management - add manual case/taskUsers aren’t limited to just executing pre-defined case definitions, however; they can also add subcases and tasks manually to a case from the Cases view, which shows them a hierarchy similar to what they would see in the Case Designer, but without a lot of the technical underpinnings exposed. They can select a known task from a list on the main case windows, or define a completely new one; parameters for the new task allow them to specify assigned resources, a workbasket, start and end dates, whether this task requires manager approval, and whether to suspend the parent case until this task completes. Once the case has been modified, the resulting case can then be saved as a template, providing a “design by doing” approach that allows business users to create their own versions of case definitions, which can be useful for capturing exceptions that may need to be rolled into the main case definition.

The Reports view of the end-user portal shows some basic case statistics such as average duration and throughput per user; some standard reports are provided, and the user can create new reports and share them with others.

Taking a look at the Forrester report on Dynamic Case Management (DCM, or what is known in some circles as adaptive case management, or ACM) from last month, in which Pega scores a top spot, they see this still-volatile market as emerging from the human-centric BPM vendors as well as the ECM vendors, but list a number of key features that DCM requires over BPM:

  • Placing the case at the center of the focus, rather than a particular process, and therefore be able to run multiple processes against a single case. In other words, instead of the usual BPM paradigm of having content (such as a case folder) being an attachment to a single process, the case folder itself is primary, and can have multiple processes and tasks associated with it simultaneously.
  • Associating different types of objects with a case, including documents and other content, but also including structured data and the aforementioned processes.
  • Allow users to handle variations, which allows knowledge workers to decide how a case is managed rather than having to follow a pre-defined process. This may include deciding which of a set of pre-defined tasks may be executed, as well as the ability to create completely new tasks and processes that were not envisioned by the original case designer.
  • Selective restriction of changes to processes, which can manifest in a variety of ways in different DCM products. Basically, this is about compliance, and making sure that some processes and rules are always followed, even though many of the other tasks may be defined and decided by the knowledge worker. This is where structured BPM, BRM and DCM tend to overlap (and where many of the arguments about the distinction between BPM and DCM originate): in practice, many line-of-business processes have some things that just have to be done a certain way, but need to also allow for a lot of flexibility in other areas.

What Price Integrity?

As an interesting follow on to the previous session on blog monetization, I attended a panel on maintaining integrity on blogs when you do advertising or promotions on your site, featuring Danny Brown, Gini Dietrich and Eden Spodek. A lot of this is about transparency and disclosure; one audience member said that she writes paid reviews on her blog but that although you can buy her review, you can’t buy her opinion: there’s a fine line here. This is particularly an issue for lifestyle bloggers, since they often receive offers of free product in exchange for a review; this might be seen as being less of a “payment” than cash, although it still constitutes payment.

When I write a product review here, I am never compensated for that, although arguably it can impact my relationship with the vendor and can lead to other things, including paid engagements and conference trips. That’s quite different from being paid to blog about something, which I don’t do; I’ve had offers of payment from vendors to blog about them, and they don’t really understand when I tell them that I just don’t do that. Of course, you might say that when I’m at a vendor’s conference where they paid my travel expenses and I’m blogging about it, that’s paid blogging, but if you’ve ever spent much time at these conferences, you know that’s not much of a perq after a while. In fact, I’m giving up potential paid time in order to spend my time unpaid at the conference, so it ends up costing me in order to stay up to date on the products and customer experiences.

By the way, my “no compensation for blogging” doesn’t go for book reviews: it is almost 100% guaranteed that if I write a book review, the author or publisher sent me a free copy (either paper or electronic) since I just don’t buy a lot of books. I currently have a backlog of books to be read and reviewed since that’s not my main focus, so this isn’t such a great deal for either party.

The key advice of the panel is that if you do accept free product or some other payment in exchange for a product review, make sure that you remain authentic with your review, and disclose your relationship with the product vendor. In some countries, such as the US and the UK, this is now required; in places where it isn’t, it’s just good practice.

I was going to stay on for a session on webinars but the speaker seems to be a no-show, so this may be it for me and PodCamp Toronto 2011. Glad that I stopped by for the afternoon, definitely some worthwhile material and some food for thought on monetization and integrity.

Blog Monetization

The next session that I attended was Andrea Tomkins talking about how to make money through advertising on your blog. She started with ways that blogs can pay off without direct monetization, such as driving other sorts of business (just as this blog often drives first contacts for my consulting business) and leveraging free trips to conferences, but her main focus was on how she sells ads on her blog.

She believes that selling your own ad space results in higher quality advertising by allowing you to select the advertisers who you want on your site and control many of the design aspects. Plus, you get to keep all the cash. She believes in charging a flat monthly rate rather than by impressions or clicks, and to set the rates, she looked at the rates for local newspapers; however, newspapers are very broad-based whereas blog audiences are much more narrowly focused, meaning that the people reading your blog come from a specific demographic that certain advertisers would really like to have access to. Andrea’s blog is a “parenting lifestyle” blog – a.k.a. “mommyblogger” – and she has 1,300-1,400 daily views, many of whom are local to her Ottawa area.

She started out charging $50/month/ad, and bumped it for new clients as well as an annual increase until she reached a sweet spot in the pricing (which she didn’t disclose). She doesn’t sell anything less than a 3-month term, and some advertisers have signed up for a 12-month spot. Her first advertiser, who is still with her, is a local candy store that she and her family frequented weekly – she felt that if she loved it so much, then her readers would probably enjoy it as well. She approached the store directly to solicit the ad, although now many of her new advertisers come to her when they see her blog and how it might reach their potential audience.

She controls the overall ad design: the ad space is a 140×140 image with a link to their website, with the images being updated as often as the advertisers wish. New ads are added to the bottom of the list, so advertisers are incented to maintain their relationship with her in order to maintain their placement on the site.

She also writes a welcome post for each advertiser; she writes this as her authentic opinion, and doesn’t just publish some PR from the advertiser since she doesn’t want to alienate her readers. Each advertiser has the opportunity to host a giveaway or contest for each 3-month term, although she doesn’t want to turn her blog into a giveaway blog because that doesn’t match her blogging style. She also uses her social network to promote her advertisers in various ways, whether through personal recommendations, on her Facebook page or Twitter; because she only takes advertisers that she believes in, she can really give a personal recommendation for any of them.

Before you call a potential advertiser, she recommends understanding your traffic, figuring out an ad design and placement, and coming up with a rate sheet. Don’t inflate your traffic numbers: you’ll be found out and look like an idiot, and most advertisers are more interested in quality engagement than raw numbers anyway. Everyone pays the same rate on Andrea’s blog; she doesn’t charge more for “above the fold” ads or use a placement randomizer, so sometimes has some new advertisers (who are added to the bottom) complain about placement.

A rate sheet should be presented as a professionally-prepared piece of collateral coordinated with your business cards, blog style and other marketing pieces. It needs to include something about you, the deal you’re offering, your blog, your audience and traffic, and optionally some testimonials from other advertisers.

Handling your own ads does create work. You need to handle contacts regarding ads (she doesn’t publish her rates), invoice and accept payments, track which ads need to run when, set up contracts, and provide some reporting to the advertisers. Obviously, there has to be a better way to manage this without resorting to giving away some big percentage to an ad network. She also writes personal notes to advertisers about when their ad might have been noticed in something that Andrea did (like a TV appearance) or when she is speaking and hence might have their ads be more noticed. She does not publish ads in her feed, but publishes partial feeds so readers are driven to her site to read the full posts, and therefore see the ads. She has started sending out a newsletter and may be selling advertising separately for that.

This started a lot of ideas in my head about advertising. I used to have Google ads in my sidebar, which pretty much just paid my hosting fees, but I took them out when it started to feel a bit…petty. As long as I get a good part of my revenue from end-customer organizations to help them with their BPM implementations, it would be difficult to accept ads here and maintain the appearance of independence. Although I do work for vendors as an analyst and keep those parts of my business completely separate, with appropriate disclosure to clients, it is just as important to have the public appearance of impartiality as well as actually be impartial. An ongoing dilemma.

Psychology of Websites and Social Media Campaigns

I arrived at PodCamp Toronto after the lunch break today; “PodCamp” is a bit of a misnomer since this unconference now covers all sorts of social media.

My first session of the day with Brian Cugelman on the psychology of websites was a bit of a disappointment: too much of a lecture and not enough of a discussion, although there was a huge crowd in the room so a real discussion would have been difficult. He did have one good slide that compared persuasive websites with persuasive people:

  • They’re reputable
  • They’re likable with personality
  • They demonstrate expertise
  • They appear trustworthy
  • You understand them easily
  • What they say is engaging and relevant
  • They respect your time

He went through some motivational psychology research findings and discussed how this translates to websites, specifically looking at the parts of websites that correspond to the motivational triggers and analyzing some sites for how they display those triggers. Unfortunately, most of this research doesn’t seem to extend to social media sites, so although it works fairly well for standard websites, it breaks down when applied to things such as Facebook pages that are not specifically about making a sale or triggering an action. It will be interesting to see how this research extends in the future to understand the value of “mindshare” as separate from a direct link to sales or actions.

Shhhh… PKI Wiki Is Up

I’ve been a bit quiet on the Process Knowledge Initiative front lately due to other commitments, and lack of much public-facing progress in spite of the progress that we’d been making internally.

That’s about to change, because we have a public wiki up and running for the draft Body of Knowledge, and will officially be announcing it soon, along with our initial sponsors. Right now, it only contains the basic knowledge areas that are going to be expanded out into the BoK, but we felt that it was time to open it up for public commentary.

There are currently three levels of access:

  1. Anyone can view all of the BoK content without logging in.
  2. If you want to add comments, you will need to sign up using the link at the top right of the page. Please use your real name. If you use your email address as your username, it will be visible to others via the people directory, so don’t use that for your username if you don’t want it exposed.
  3. Content editing is currently restricted only to those on the content teams. At some point, we’d like to open this up, but we want to get through some of the first editing rounds first and see how it works out.

Once you have an account on the wiki, you can set a watch on individual pages (from the Tools dropdown) or set a watch on the entire space (in the Advanced options under the Browse menu). Setting a watch will send you an email when anything changes. You can also subscribe to an RSS feed of the site changes (also in the Advanced options), although it doesn’t work with Google Reader since the feed requires authentication – anyone with a solution to this, please add it in the comments below.

The wiki platform is Atlassian Confluence, using a free community license based on PKI’s not-for-profit status. Martin Cleaver of Blended Perspectives has been our Confluence guru, getting everything set up and helping us to become mostly self-sufficient. Martin and Confluence both rock.

All of the BoK content is licensed under Creative Commons Attribution 3.0, meaning that you are free to copy it in its entirety and edit it for your own purposes, but you are required to state that it is based on the BoK and provide a link back to the BoK. That also means that any content you contribute to the BoK will assume the same copyright, so make sure that you don’t include anything that has a more restrictive copyright.