A Week off the Frontlines… in Boston…

July 12th, 2006

If you’ve ever wondered the value of partner programs from software/hardware companies, let me give you my perspective from the front lines. My clients should encourage me to come to this every year. (If you’re a Cogent client, I fully give you the right to hold me accountable to be at these things!) 

 

After evaluating the first full day of the conference last night, after my ears stopped ringing from the GoGos concert, I believe that the format of the conference is fantastic. I tried to put myself in the seat of my clients, and I would hope that my service providers are doing things like this with strategic partners. I had such great meetings yesterday with other partners and with Microsoft folks. Here’s my assessment of the value from a depth and breadth perspective.

 

I had great meetings yesterday with folks from Corasworks and HunterStone. Just those two companies provided me so much information on how I can offer my clients a more complete solution to their business challenges. I think that the value of understanding the offerings of other partners would prevent me from trying to do something from scratch for a client, who would greatly benefit from me knowing how to access the knowledge or products to keep his/her costs down. This also helps me because it lowers my risk and allows me to stay in my core competency.

 

I’m also amazed at the solutions that are already out there. Just the CorasWorks guys for example: they’ve developed a great workflow layer over SharePoint that could go a long way to moving a business toward process automation. Admittedly this is something that we could build. It’s all built in .NET around SharePoint… that’s what we do anyway. The cool thing is that they’ve got a supported customer base that drives them and holds them accountable to keeping the product improvement going. That should be a great comfort to a client executive.

 

Meeting with and listening to the Microsoft guys is also very valuable to increasing this horizontal solution capability. Not only are these guys, like Rick Herrera and Dale Schalgel, pointing us to great partners who extend can our capabilities, the resources given out at these events are unparralelled. When I was at E&Y, we developed our own knowledge base to deliver from. We’re working to replicate that type of knowledge management environement at Cogent, but it’s a difficult and time consuming discipline. As a partner of Microsoft, Microsoft allows us to access a bunch of collateral to ensure that we have the best informaiton to deliver a quality solution. Lots of stories about how we’ve cut out lots of time in augmenting our proprietary assessment frameworks to developing requirements. My clients want me here.

 

On the depth side, unquestionably, the knowledge passed along in the sessions here is unparralelled. My experience so far has been that you really have unfettered access to the people who know these products here. Microsoft has so much invested in the partner network that they can’t afford not to throw their best people at this conference. Partners are the Microsoft sales channel. They depend on us to keep their messages fresh and the delivery quality high. Really some great stuff here. Partners only extend the depth of knowledge at this event. More to come on how we’re looking to Partners to help us go deep in some offerings.

 

So, a week off the frontlines of client service. It’s definitely worth the investment so far.All for now.

Office-Oriented Collaboration…

July 11th, 2006

I wrote before about how cool the Office products that are coming are going to be, but just to expand on some of the items that popped out of the presentation.

SharePoint has really taken on a complete focal point. It will become the center of how a company creates community and aligns it’s business processes and people to improve productivity. The current version of SharePoint has proven it’s value and flexibility. The real value of this Office 2007 suite is it’s ability to allow fast integration to prove in a solid business case, and the same old extensibility is enhanced because of the improvements to the Office core apps, like Excel, Word, and PPT. The Web Part concept is still valid.

Couple of observations about Office 2007. The danger that Microsoft faces is that they have over-innovated. I’m just not sure that their customers understand the power of what they have in their enterprise with the Office 2003 product set, and I fear that we’ll have similar objections with the Office 2007. Bottom line is that most users of this stuff can’t absorb much more innovation.

The challenge we have when we talk to our clients about SharePoint is that the clients don’t have an immediate need for SharePoint. Collaboration isn’t the same type of ‘automatic’ business case as an ERP or CRM or email business case. However, this is the opportunity for me. We’ve got to put a bunch of effort into helping our clients understand how to get more value out of this software they’re buying.

Ballmer, Ballmer, Ballmer…

July 11th, 2006

 I’ve still got the video images of Steve Ballmer bouncing around on a stage yelling, ‘Developers!’ at the top of his lungs at PDC. I’ve seen plenty of video of Steve Ballmer, but he’s really something to see in person. I respect a guy who can cover so much material in front of an audience like that in a reasonably entertaining way. I will admit that I was left with a very Pattonesque feeling as he addressed his ‘troops’.

All right, so how about the content. Three messages I took from his presentation:

  • Vista
  • Office
  • Crm

Vista… So, Vista’s late. Not expected out ’til next  year. I’m personally not willing to install the beta, but what I’ve seen is VERY cool. Whatever the naysayers may say about Microsoft being late, Microsoft finally catching up to the Mac, Microsoft having security problems, this product is impressive looking. Who cares.

If you look at how integrated the new Office suite is to Vista, you can’t deny that there’s a whole lot of stuff they had to get in there. Now, the real issue for Microsoft is adoption. I know that Office 2007 works on XP  because my company’s running it that way. I’m just not sure that midmarket and enterprise customers are going to be able to adopt this technology for some time…. I’d need to see a pretty substantial business case to recommend my enterprise clients make that kind of move. Without knowing the tech specs or real compatibility issues, I can foresee risk areas like  legacy app compatibility, desktop and server hardware upgrades, and training.

I thought one of the more interesting things that Ballmer mentioned was the peer pressure that the Vista consumer launch will put on CIOs… the thinking being that when a company’s users come to work talking about how cool their Vista install at home is or how cool the consumer ads look, CIOs will succomb to peer pressure and move to migrate. I’m going to specifically ask my clients about this, but I’d be surprised if CIOs are so weak minded. Sure as I say that…. I’d love to hear your feedback.

Office… almost too much to write about how excited I am about the new Office 2007. Cogent’s using the Office 2007 beta and it’s definitely worth it. Excel alone is worth the time to migrate. Excel is truly on track to be the BI client for Microsoft. The ability to get that data from any source you like. Very good stuff. I think the thing I see for my client base is that more and more integrated capabilities are included in the new Office. From an integrator’s perspective, you’d expect me to want more integration from SharePoint, Excel, Outlook. Honestly, I like integration. But what I like more is being able to focus on the business problem, and this makes my job of achieving a business case better. If I can delivery a client a solution faster, better, and cheaper, that’s good for both me and the client.

CRM… Ballmer announce this morning that they’re going head to head with Salesforce.com. It’s about time. I’m really excited about this offering. As Microsoft adds multi-tenancy to their app and tune it up for a hosted environment, this is only good for consultants like me. We’ve adopted CRM 3.0 into our business. We think there’s a lot of value for us. We also have helped some of our clients move onto CRM. We’re seeing the value in their businesses as well. I’m really excited because this will allow us to keep recommending CRM into the smaller midmarket clients that don’t have any interest in running their own server with CRM on it. There’s no reason now that you can host your CRM and Exchange, which puts your entire front office on outsourced servers. What a relief for smaller firms.

Now to the security issue, I think that we’re moving past that. The real risk is that the CRM market is still so fragmented. From my experience talking to execs about CRM and sales force automation, I find two scenarios play out:

  • They’ll postpone a decision because there’s no clear winner.
  • They’ll make a cost-based decision because the low cost is seen as low risk.

Either way, there’s additional expense from either a manual conversion or an automated conversion. I’m not sure that the technology really matters. I believe, as I’ve written before, that business success is less about the software you choose for a specific business problem. If you’ve done you’re due diligence and invested on a strategic plan, you’ll be fine if you’ve spent your time worrying about the cultural change components and the business processes to account for the new processes.

Collaborative Thoughts

July 10th, 2006

 

Haven’t flown for a while, so I’m not used to having 3+ hours to myself during the daytime. Wanted to get some thoughts down on collaboration.

 

I used to work for a company that branded itself as the Collaborative Business Experience. I never could figure out what they were doing that was particularly different that would justify us making a big splash about being newly collaborative. ‘Hi there, Mr. Client. Now we’re going to give you the collaborative business service delivery experience, which is differentiated from the non-collaborative experience I delivered yesterday by these three key factors. First…’ It wouldn’t have happened. It couldn’t have happened. The interesting thing was that the culture was already pretty collaborative. No one knew to call it that. We just delivered what we said we would the best way we knew how.

 

Fast forward four years, and now collaboration is now a popular industry buzzword. Whole groups of companies and informal networks have spun up around collaboration and collaborative technologies. I was listening to several presentations from the Collaborative Technologies Conference that was held in June. The people presenting at this conference offer a sharp contrast to my first experience with a collaborative experience. Obviously, the technologies around collaboration and the Internet have evolved to such an extent that we now have many more opportunities to explore various forms of collaboration. The various communities continue to innovate around various platforms. The 37 Signals guys are democratizing development in Ruby, the Foldera guys are offering a new way of enabling office/project productivity, and the IBM and Microsoft guys are doing their things. I highly recommend giving a listen to the content from this conference. There’s some good stuff that shouldn’t necessarily change the way you think about technologies, but it should make you think about the way you work… your team works… or your organization works. I think this is the most valuable item I’m taking away from all the buzz around the collaboration.

 

Some personal experience. Our clients are still pulling us into discussions around how to improve individual and coporate productivity. Recently, our clients are pulling us into more discussions about getting their people to work together in a more collaborative way. They may not use this language, but the questoins and businesss problems we’re being asked by senior leaders are clearly centered around getting people to work together in a more seamless way, to access, assess, and analyze information in a more real-time and simultaneous way, to do these types of activiites regardless of physical co-location.

 

It’s no secret that we biased toward the Microsoft technologies to solve these collaborative business problems. It’s also no secret that implementing new technologies that enable collaboration is only one of several steps to improve an organizational productivity. Among clients whom we’ve served, we’re seeing the two most important collaborative success factors are processes, culture, and leadership. No surprises.

 

Processes are a hard part of collaboration. Too much, and you stifle the productivity, innovation, and creativity you hope to drive out of a collaborative experience. Too few, and you can have one of two things happen:

  • You could implement a bunch of tools and none will be used.
  • You could implement none, and you could have a fabulously effective collaborative effort develop or you could have a fabulously ineffective morass created by only the folks who choose to dominate the collaborative exercise.

 

Culture is closely tied to leadership in my mind. Culture may be the corporate side, or macro-level, of leadership. Getting to a high adoption rate and to real productivity gains requires that the organizational culture be one of sharing, openess, flexibility, and speed. There are lots of resources on how to get your organization to this point but we favor the top down model where leadership drives and demonstrates the cultural characteristics of both the need for change and the personal implementation change.

 

A guy I used to work for used to say, ’speed of the leaders, speed of the team.’ As I moved into leadership positions, I used ot carry this saying as a responsibility I had to both the folks working for me and the folks I worked for. In the case of collaboration, leaders have to step up and demonstrate how to collaborate by collaborating themselves. They have to include others in decisions. They have to share information with team members. They have to lead by example in the use of the tools that enable collaboration.

 

More to come on this.

My Mobile Experience…

July 10th, 2006

 

Thought I would follow up on my new Pocket PC. After a few more weeks of using this device, I’ve found more I like about it, and, of course, I’m finding the things I don’t like about it.

 

I know this sounds far-fetched, but this device is the coolest, most dramatic productivity improving tool I’ve had since I got my first laptop. Some of my recent ah-ha moments have been

  • The seamless integration of contact list to both phone, text message, and email.
  • The ability to use text messaging with a keyboard… I’ve always liked text messaging for all the same resons I like IM so much. Now, this is like taking IM with me. (More on the downside of actually using IM mobile down the page.)
  • So, I thought having a camera on a phone was a stupid idea. Now that I’ve got one… I think it’s really cool. Witness, we went to see the Rangers in their winning effort against the Twins. My parents had paid our kids a few bucks for picking up their paper while they were away on a vacation. The kids decided that it would be a good idea to buy Lemon Chills with their newfound wealth. (Not a bad idea given that it was 92 degrees and 45% humidity. I’m proud to say my kids are pretty bright.) The kids wanted to let my parents know what they had done with the money, so we snapped a pic with the phone, and from the picture menu, I shot the pic over to them in an email. My dad picked up the email before we left the game.
  • The video feature is way over the top. It’s a nice video player. I’ve, of course tested it out predominantly on my kiddos, but it’s also integrated so that you can send email upon recording or later from storage.
  • The Microsoft OneNote integration is awesome. I’ve bought into OneNote. Even when I take notes on paper now, I transcribe to OneNote for storage. OneNote on the phone is awesome because it syncs with OneNote on my laptop everytime I do a standard sync. Only problem I’ve found is that I don’t have enough memory on the device to keep it loaded all the time. I actually have to install and uninstall it based on my current activity, which is a major bummer.
  • Web browsing is really nice. The speed from the Sprint EVDO network make browsing easy. I’ve used this a lot lately to keep up with the World Cup, but I’m also finding that I can pull up a lot of the sites I use in my business, including LinkedIn, Plaxo, and research sites.

 

Now for the drawbacks, as I’ve found ‘em.

  • MSN Messenger is confusing. It looks the same, but it doesn’t perform the same. I have a hard time knowing when, or sometimes why, I’m logged in. I’ve also not figure out how to store my messages, which is important to me. The other issue is persistence. I like IM and the new Live chat because they persist messages. I get that effect with text messages.
  • Performance is not consistent or fantastic. I don’t know whether this is because of an undersized processor or too little storage memory. But, it can take me as much as 3 minutes to search and find a contact in my contact database. Sometimes it’s fast. Sometimes it’s faster, but, as a knucklehead who does a lot of calling while I’m in the car, I need fast and easy.
  • I can’t figure out why, but I only have between 1 and 4 MB free on the device at any given time, which limits what I can put on the device, including OneNote, as mentioned before, but also I think that this may be causing the performance problems. I bought a 1GB mini SD card, which is great. (I’ve been listening to audio books. Jim Collins Good to Great is the current book loaded.) I can store a ton of stuff. I guess I wish I had better control of where stuff got stored on the deivce. I have a feeeling if I could store my contacts list on the SD card, I’d free up a lot of space on the device, improve performance, and be able to use OneNote all the time. (Grrr.)

 

More to come.

 

First Thoughts and a Few Predictions…

July 10th, 2006

 

Still flying… man, I get a lot of writing in when I’m flying. This flight to Boston is like the flights to Seattle last year. I used to get a ton done on the plane with so much uninterrupted time.

 

I’ve been trying to get my schedule lined out for the week in Boston at WPC. Microsoft has done a great job of getting plenty of activity on the books for the week. Without shame, I don’t care as much about the conference content as I do the structured networking. I’m focused on meeting other folks like myself and in complementary businesses. I’m going to go to sessions when I’m not in scheduled meetings, but frankly, I’ve booked up most of my afternoons in the structured networking meetings. (Which, as I look into the future, is the thing that’s been the best about the run up to the conference.) I’ll go the morning sessions and a few afternoon sessions, but the content is the content, and I’m assuming it will all be available on CD/DVD afterwards. We’ll see. I hope to meet some great new folks, and I’m looking forward to meetings with people I already know.

 

So, my predictions:

  • I think one of the key messages from the conference will be SAAS… software as a service. Microsoft is moving this way on so many of their products, Exchange, SharePoint, and most recently CRM. I think that their model of allowing partners to sell the Microsoft stack as a service is fantastic. It’s going to allow guys like me to meet my clients needs in a whole new way. I’m hoping that they will exceed my expectations in terms of the products that are moving to a SAAS model. While I don’t believe this will outstrip the demand for traditional licenses, it does meet a definite client need, especially in the midmarket and non-sensitive application area. I think that this hosted model will extend to the types of offerings and Partners that Microsoft is highlighting. I will expect to see Microsoft shine the spotlight on the infrastructure guys (don’t get me started), and I think that the guys who do hosting and network management will get special attention this week. It’s all good stuff for my clients.
  • I also think that we’re going to hear a lot about Vista and Office 2007. I’m not as excited about this. I think the delays in Vista and the long-term adoption rate of the Vista OS will not mean a lot to me or my business. (I’d love to be surprised, but I just can’t get my mind around a compelling business case for this.) Now Office 2007 is a whole different story. Maybe because Ty and I have adopted the 2007 beta and think it’s cool personally or maybe because I see the potential productivity lifts for some of my clients, I think that in Office 2007, Microsoft has moved the ball down the field in a big way, and I can’t wait to see what else they come up with for its release. I’m all in!!!

 

I’ll report in on my perceptions of whether I’m on or off on these two biggies!

Real-Life Collaboration

July 6th, 2006

Sometimes you are looking right at something and you can’t see its importance. Ty and I had a really cool experience last week, and I didn’t even realize how cool it was. We’ve been working on two client projects. Both in the DFW metroplex. One near Fort Worth. One in Plano. 40 miles apart. We have been working the projects based on our knowledge, skills, abilities, interests, etc. However, it’s well documented that I’m not the most savvy guy on the Microsoft networking and OS stuff, so I look to Ty when, for example, I can’t figure out why an OLAP cube isn’t working right in MS Project Server 2003.

 

Whatever. I found myself not getting the OLAP cube to work. I had deadlines on my project. Ty had client commitments. He also had a new team member joining his project. I had been trying to get Ty to swing by my project location for a couple of days, but it was obvious that it wasn’t going to happen. So, back up plan time. Let me set the context:

  • Ty had been working remote with his team through Groove… editing documents and using the secure chat that was the only chat session that the team on the client site could get through their firewall.
  • Ty and I have bought hook, line, and sinker into EVDO for broadband wireless, so Ty was using Groove to collaborate with his team and he was helping me troubleshoot through the OLAP situation on IM.
  • When we exhausted all options through IM, we pulled together a GoToMyPC session. While Ty and I planned his troubleshooting session on IM, he logged onto our client’s network through a GoToMyPC session and fixed the OLAP cube.

None of the three of us involved in this situation ever spoke live. We lived out this whole collaborative business experience. We lived virtual client service. How cool is that.

Live from WPC ‘06…

July 1st, 2006

OK… I’m going to blog my way through the Microsoft Worldwide Partner Conference. I will start posting next week as I finish getting ready for the conference. I’ve spent the last week trying to set up my RIO meetings. I hope to get some good meetings with both folks from Microsoft as well as partners who can enhance our business at Cogent.  I’m anxious to see what Microsoft’s got in store for us. More to come.

Mobility Promise…

July 1st, 2006

 I’ve just gotten a Pocket PC phone from Sprint. I’m still learning how the Windows mobile apps work, and there’s some clunky interface stuff, but I’m overwhelmed at how much productivity I’ve gotten in just two and a half weeks. I’m a mobile technology laggard. I’ve had the same phone for four and a half years, so this is a pretty big jump for me.. I’ve been of the thinking that a phone is a phone, and it should be  a single purpose device. I was even skeptical of the brick-like form factor of the Pocket PC device.

 

So, what’s so cool? It’s the ability for me to have access to Outlook mail, calendar, and contacts. On my old phone, I had figured out how to get my calendar and contacts through a crude Plaxo mobile web interface. On this new device, I’m seeing the promise of mobility. I’ve got very similar prodcutivity capabiltiies from my mobile device that I find on my laptop. I can address email from my contacts list. I can send email from my contacts list. I can access contacts from my calendar. I can do mobile one note and have it integrate with my laptop. I can do… you get the idea.

 

I’ve heard so much about the mobility promise. I’ve seen Microsoft selling this promise through Sprint and Verizon and Tmobile. I’ve seen it sold to me direct through the Microsoft Partner Program. I’m naturally skeptical. So I assume that only half of the promise is doable. I can see that I’m only seeing part of the promise being delivered, but I’m honestly surprised that it’s because I can’t absorb the features. What a pleasant surprise. More to come on how I use this thing.

It’s All About Office, Microsoft…

June 14th, 2006

Good grief. I’m watching a Channel 9 video of Lewis Levin, http://download.microsoft.com/download/e/1/0/e104e3b9-cf77-40fd-930c-c2e7880a8ac7/OBA2.wmv, and he’s talking about the Office Business Applications strategy. It’s a good strategy. It’s a strategy that has been executed by Microsoft’s customer for over a decade. Get this: Microsoft has discovered that Microsoft Office is actually where businesses spend most of their time… despite what enterprise systems they are using. Ugh.

To be fair, this shift occured a couple of years ago, but it’s just now with the release of their Office 2007, including SharePoint, and CRM 3.0, and SQL2005 and Business Scorecard Manager that Microsoft has taken the bull by the horns and told people that they were releasing product that ‘works the way you do.’ Big step forward… especially for partners, who’ve been selling this way for years.

Give the video a listen.