vanderwal.net

Weeknotes - 07 February through 28 February 2021

This is a late posting of a combined set of weeknotes, which doesn’t cover much. This stretch started with a sinus series of sinus infections and then the side issues stayed. But, at the start of it went through the Covid–19 tests as a precaution (yes, the one where a swab is inserted into your nose so deeply they must be testing past lives too). The sinus issues have remain, with improvement and regression. Work has also been cycling through some deep model work where foundations and goals shift, in a very complex environment and taking mapping of models and needs from very complex into something more simple for initial framings that can adapt.

Read

“Posti (yes, the Finnish postal service) recently launched a new concept complete with good lighting, dressing rooms, an organized recycling area and wrapping stations. Designed for city-centre workers who would rather not have their goods delivered to the office, the concept allows for outfits ordered via e-comm to be tried on in a dressing room and then sent back if they don’t fit. There’s also an array of paper, boxes, ribbons and stickers for wrapping and sending gifts that would challenge even the best Japanese department store.” from - Monocle Weekend
Edition: Sunday: Finnish line

–

Matt Webb writes about Memexes, mountain lakes, and the serendipity of old ideas and focuses on note taking, particularly smart people have reservoirs of notes they have taken and can pull at them to quote and interlink ideas easily.

Listened

On the walk listened to Ted Radio Hour - It Takes Time. Which broke into four segments: Sloths with zoologist Lucy Cooke, neuroscientist Matthew Walker, architect Julia Watson on long time and deep time(also has a book Lo―TEK - Design by Radical Indigenism) , and NASA engineer Nagin Cox who talks about different time patterns needed for working with Mars day time and keeping in sync.

–

Paul Ford and Rich Ziade had another gem, well the pretty much all are, in today’s Postlight Podcast - No AI Needed: Fix The Old Before Bringing in the New as they get into the Gartner and enterprise always looking at the shiny but not dealing with the underlying messes.

The Humanity of it All

This morning started with my early morning reading and I found Om Malik Interviews Brunello Cucinelli after a more somber stretch of reading.

Om’s interview is a breath of fresh air for me. There is so much in this piece that resonates with understanding not only quality of product, but quality of life and living. There is so much wisdom and understanding the humanity of life and living. Not only are many of our social platforms missing this, but our work and the environments where we live.

There is so much that is fantastic in this piece, but the focus on sane work life and real balance is great to see. Also the focus on ensuring the whole ecosystem is sustainable and thriving is essential. But, the slice of this where Bruello says, “We need a new form of capitalism, a contemporary form of capitalism. I would like to add “humanistic” to that equation” is key. The article mentions “human” 15 times and to me bringing humanity into our work focus and life focus is essential.

There are so many good things in this it may be the best thing I have read in a while, but also highly likely to reread a few times.

Thank you Om

Design and Business Leadership Snippets

There have been quite a few pieces lately on the importance of design and design leadership. The importance of design is getting to the true understanding of what the problems are and thinking about solving out from there without preconceptions of solutions, but letting solutions evolve form the need. Different and well fitting solutions often result from this approach, which is real innovtion and not copying someone else’s solutions for your use as innovation approach.

Matt Milan’s “It’s never been more important for design firms to think differently” is the cornerstone for this thinking differently approach and its deep value. I’d add to this is knowing not only the current state of where the various mediums, systems, and devices are sitting, but where they are headed in the next year or two, so to openly plan for adaption and keep the potential integrations as open possibilities.

Brian Zmijewski’s The Design Leadership Gap and Lead by Design are two really good pieces that take a look at the need for strong design leadership.

Kai Brunner’s Is DevOps Driving the Future of UX Design? is a great look at how to mix and have success with design and DevOps. The two prodominant models don’t really work well and how to work to get to a more optimal model.

A World without Steve Jobs

The news of the passing of Steve Jobs came as I turned on my iPad arriving at the BWI airport. It caused a gasp from me. Much of the prior 90 minutes were filled talking with my seat mate about the future of technology and our finding ease in using the tools we have today and their near future incarnations and beyond. The conversation kicked off with a question about iPad and differences between iPad and iPad2.

Today, what really struck as I woke today was not as much on what Steve Jobs inspired and shipped, but what didn't ship. I have had some long discussions with folks from Apple about things that got stuck in the Steve Jobs review and how to potentially get a feature or product beyond that hurdle. The attention to detail was stunning as to what the CEO focussed on and how each thing fit in not only the whole stretch of Apple products, but also all the touch points where people experience Apple. On rare occasion something that has been a bit of a clunker shipped from Apple, but mostly it is shipping great products that are well designed, well engineered, and very well built.

Having a leader understand this whole of the ecosystem of experience and making decisions to remove things that could dent that whole of the experience is essential Steve Jobs. One thing in particular sticks out is Apple not shipping is Flash in the iPhone. At the time many other smartphones included a Flash player in their devices, but it was never a good or passable experience, even when it wasn't locking up the device or crashing it. Jobs and Apple took a lot of heat for this decision, but it was geeks that cared about Flash in phone and those who only understand checkboxes when making device selection that were having the lack of understanding. The lack of Flash in iPhone and other iOS based products is one key to their ease of use and uptime, which lead to high user satisfaction of the devices.

American companies in recent years have been competing on price not quality, and therefore have largely been shipping mediocre products. The financial success of WallMart is founded on getting brands to make a cheaper more mediocre product so people own a brand that once mattered, but the product is deeply lacking in the quality they bought for a low price. The Steve Jobs Apple did not give in to shipping junk, their products may cost more than other devices, but once you add similar components to what Apple didn't cut corners on the price is rather close if not much more for the competing products. Jobs turned Apple around from a company that had become focussed on price and mediocrity and returned it to a company that focussed on "Boom" and quality with forward thinking products. Jobs shifted the focus from following to bringing the future to today with quality.

When we consider Pixar, Tim Berners-Lee inventing the web on Steve Jobs' Next Cube computer, changing the music industry with iTunes and iPod, disruptively moving the mobile phone marketplace, and countless other drastic changes one man and his companies made it is tough not to stop for a moment and be thankful and know we have been blessed with one who dreamed of greatness for the world around him and delivered it though passion and flair.

Now it is our turn not to give into mediocrity and accept the merely acceptable, but measure what we do and bring into our world and lives the greatness that should be there.

The Steve Jobs Difference

Yesterday's news that Steve Jobs resigned from is position as CEO of Apple hit hard. I, like everybody, knew this day would come but Jobs had many times cheated reality by creating a whole new one out of thin air (apparently thin air is made of hard work, insane attention to detail, knowing what the future looks like, hiring great people who can execute from that vision and have equal attention to detail along with knowing the deep underpinnings of everything they touch to to make something great, and not compromising on the way to making something great) and I had selfishly hoped his health and longevity would dance on some of that magic as well.

I was a fan of Apple products in the mid through late 80s when the Mac and MacBooks were the new and inventive darlings and also options I had to use at work. But, it was not until Jobs returned to Apple and the release of Mac OSX that I paid attention closely nor personally cared. In 2001 I was losing my laptop when I left a work project that loaned me one and was a web project built on UNIX that I went looking for a replacement as a personal computer for me. I went with a Titanium PowerBook from Apple because of Mac OSX as it gave me not only the new Mac OS and classic Mac OS to test with, but OSX is built on UNIX (Darwin, which Jobs' created at Next based on BSD) including access to the command line, and it could have a Windows emulator running to use the tools required when dealing with large organizations. All of this was in a less than one inch Titanium encased laptop, with a lovely screen, and battery that could last a flight across the US.

But, something happened I did not see coming, after a few months I was only using Mac OSX. My purchase choice was based on the capability and need to use all the various operating systems, but my use showed I only used one. Mac OSX was a giant change and revelation for me, I no longer was battling the operating system it just worked, I was able to do my job (that does not include keeping my personal computer functioning properly) and things were much easier to use. I noticed the attention to detail and careful design not only in the operating system and Apple software, but also the hardware. My hardware was lasting like no other manufacturer (my last laptop was 4.5 years old before replacing).

It was after purchasing my PowerBook that I started closely paying attention to Steve Jobs keynote presentations. The keynotes were a blast as Jobs seemed as giddy as we were about the newest things (iPod, iMac with extendable screen, iPhone, iPad, etc.) and at the same time deeply proud that Apple (his baby) was shipping yet another product that dared at greatness and changing the way things are done and the way we live our lives. (Josh Bernoff of Forrester counts 5 game changing innovations in technology as well as how these innovations deeply changed the music, film, telephone, internet, and other related industries). There has been no other single person nor company that has had that much impact.

There is No Other Like Jobs

I have long been accused of being an Apple fan boy, but I'm not so sure that I am that as much as I am a fan of nearly perfect execution of ideas that truly lead and are driven by a goal to ship things that are great. This is very much at the heart of what Steve Jobs has done for Apple. It is not only the vision, but he is the one that pays attention to the details and things that are insanely small and even things that can not be seen, but need to be there.

I have had the fortune of chatting with people at Apple in the cafe, being invited to speak to them, and pulled aside at events by a couple groups at Apple to "chat about some things" that lasted a few hours. These glimpses inside left me in greater awe of not only Apple and its very different and secret way of doing things, but of Jobs himself. I heard stories of Jobs product reviews and the level of detail of things he gets to (wire color inside a laptop, the symmetry of left and right invisible to sight laser drilled holes next to the laptop cameras in MacBook Pros - the right for an on light to show through and the left for balance, yes of something you can not see). But, I also had somebody recount a review he was responsible for the product and it didn't meet Jobs's standards and I watched the person physically recount the pain of that dressing down I imagine he got as he asked for suggestions for alternate paths to get it approved. The explanation and constraints around the feature and functionality were really well reasoned and I could see why it didn't ship. But also I was more in awe of Jobs and the realization of the breadth and depth he not only pays attention to, but the detail and quality that he demands. Not only did Jobs lead a company he checked it line by line as it was part of the vision and passion, but also he has the serious depth of understanding to have a company make things that are great.

The Measure of Things

Yes, not everything Apple ships has been perfect nor great and it would be foolish to say that. But, those teams and people do not last long who do not ship greatness. Apple will and has shipped things that are iterations on their way to something else as well as blown up products for a rebuild from square one (Final Cut Pro is in the midst of this) as well as things that are experiments (Apple TV). But, where Apple has and does stand apart is the expectation of greatness of product and having products that ship.

I have had senior executives of many tech companies as well as non-tech companies sit and ask about what I think is the difference between their company and Apple (I find this odd as I never publicly mentioned any interaction with Apple other than customer until this post).

This questioning has repeatedly come from senior management at Microsoft, whom I really like, but hasn't shipped anything great (perhaps other than Xbox) even though they have always had great things in R&D for years. The answer to Microsoft about the difference comes down to expectations and rewards. At Microsoft employees are reviewed on a sales and marketing model where the top third get really good salary increases and good bonuses, the middle third based on reviews get moderate increases and most years some bonus, and the bottom third has to reapply for their job or find another one. What this model of reward does is have nearly every employee game the system to be the white knight at the end of the day (just before review) sweep in with a great solution. The problem with this approach is the systems are so complicated and complex that they are not integrated nor tested well enough (often this needs many months of planning, if not years) to make a seamless solid product. Then I get asked what the Apple model is, which is really simple: All teams are given the task of making a great product and if the product meets expectations and review of the one with the insanely careful eye as well as does well in the marketplace the whole team is rewarded well, if not the team is reconfigured to better meet expectations (rumors of whole teams being dismissed have not publicly confirmed, but that would never surprise me).

Apple works and is set up as a whole to work together in clusters of people focussed with one driving mission. There is an also a culture of "what would Jobs do" that is more than myth and that matching of vision and expectations really extend broadly and deeply. But, the one thing I fear and have seen in the past year or two in Apple products is a slipping of quality and attention to detail in tiny ways. Not having the Steve Jobs with final insane attention to detail and vision review doesn't catch the things that make a deep difference. There is a lot of magic in Steve Jobs that can not be replaced (I strongly believe everybody has a gift that make them special and the world a much better place for having their gift in it, but Jobs has had this in volume like no other).

More Than Product

In 2005 I was moved by one rather short presentation like I had been at no other time and moved to make change. This was Steve Jobs' commencement address at Stanford given after his return to Apple after stepping away to battle cancer. The Jobs 2005 Commencement Address - Stay Hungry. Stay Foolish. was and still is amazing. It was amazing in the craft of it in writing and delivery, but also the message. I grabbed a copy of this a day or two after I heard about it and listened to it nearly every time I travelled (which was a fair amount then). I continued listening to this about once a month for years and need to return to it.

For all of this and more I wish Steve Jobs deep thanks and wish him peace and comfort moving forward. Steve is the embodiment of of the Apple Think Different mindset and we are all better off for it.

January 2011 Books Read

My monthly list of books read is something I have had in mind for a long time. I was inspired by Matt Webb's book list which he was doing for a while years back. Not only is the sharing out with others helpful, but it also helps me finish reading a book.

Books read January 2001 with short summaries.

Shibumi: A Novel by Traviathan

A really good thriller set in Japan and Europe. Not only was the story good, but the details and a good cultural view of Japan during World War II. This book caught and held my attention early and I really enjoyed it.

Halting State by Charles Stross

This thriller set slightly in the future where MMORPGs start intertwingling with life. A bank robbery occurs in the game which starts the whole story rolling. The interplay and storyline between virtual games and physical life interwoven with its pervasive digital layers we depend on today is really well done.

Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengers by Alexander Osterwalder and Yves Pigneur

Business Model Generation is a surprise gem in that I had heard very good things about it and a quick skim of it in a bookstore convinced me to pick it up. But, the design, layout, and thoughtful thinking of how it steps through the model for understanding and thinking through business models is nothing short of stellar. The stuffy, staid, and often broken world of business models got tipped on its ear through design and understanding that makes walking through creation of a business model a sane process, but also leads to rethinking existing models for whole organizations or parts. It is a great way to look to see where software and services can have a positive impact when mapping out an organizations model.

Smart Things: Ubiquitous Computing User Experience Design by Mike Kuniavsky

Smart Things is a fantastic walk through design considerations and methods for information interfaces for and streams from physical products. This book is very well thought out, well written and augmented with examples and very well produced. Not only is this a great book for designers, but for people working through ideation, iterations, and innovations for improving information use in, from, and with the world of things around us.

Nokia to Nip Its Ecosystem?

First off, I admit it I like Nokia and their phones (it may be a bit more than like, actually). But, today's news regarding Nokia further refines development strategy to unify environments for Symbian and MeeGo is troubling, really troubling. Nokia is stating they are moving toward more of an app platform than software. It is a slight nuance in terms, but the app route is building light applications on a platform and not having access to underlying functionality, while software gets to dig deeper and put hooks deeper in the foundations to do what it needs. Simon Judge frames it well in his The End of Symbian for 3rd Party Development.

Killing A Valued Part of the Ecosystem

My love for Nokia is one part of great phone (voice quality is normally great, solidly built, etc.) and the other part is the software third party developers make. Nokia has had a wonderfully open platform for developers to make great software and do inventive things. Many of the cool new things iPhone developers did were done years prior for Nokia phones because it was open and hackable. For a while there was a python kit you could load to hack data and internal phone data, so to build service you wanted. This is nice and good, but my love runs deeper.

When my last Nokia (E61i) died after a few years, its replacement was a Nokia E72. I could have gone to iPhone (I find too many things that really bug me about iPhone to do that and it is still behind functionality I really like in the Nokia). But, the big thing that had me hooked on Nokia were two pieces of 3rd party software. An email application called ProfiMail and a Twitter client called Gravity. Both of these pieces of software are hands down my favorites on any mobile platform (BTW, I loathe the dumbed down Apple mail on iPhone/iPod Touch). But, I also get to use my favorite mobile browser Opera Mobile (in most cases I prefer Opera over Safari on iPhone platform as well). This platform and ecosystem, created the perfect fit for my needs.

Nearly every Nokia user I know (they are hard to find in the US, but most I know are in Europe) all have the same story. It is their favorite 3rd party applications that keep them coming back. Nearly everybody I know loves Gravity and hasn't found another Twitter client they would switch to on any other mobile platform. The Nokia offerings for email and browser are good, but the option to use that best meets your needs is brilliant and always has been, just as the unlocked phone choice rather than a carrier's mangled and crippled offering. If Nokia pulls my ability to choose, then I may choose a phone that doesn't.

Understanding Ecosystems is Important

Many people have trashed Nokia for not having a strong App Store like Apple does for iPhone. Every time I hear this I realize not only do people not understand the smartphone market that has existed for eight years or more prior to iPhone entering the market, but they do not grasp ecosystems. Apple did a smart thing with the App Store for iPhone and it solved a large problem, quality of applications and secondarily created a central place customers could find everything (this really no longer works well as the store doesn't work well at all with the scale it has reached).

While Apple's ecosystem works well, most other mobile platforms had a more distributed ecosystem, where 3rd party developers could build the applications and software, sell it directly from their site or put it in one or many of the mobile application/software stores, like Handango. This ecosystem is distributed hoards of people have been using it and the many applications offered up. When Nokia opened Ovi, which includes an app store with many offerings, many complained it didn't grow and have the mass of applications Apple did. Many applications that are popular for Nokia still are not in Ovi, because a prior ecosystem existed and still exists. That prior ecosystem is central what has made Nokia a solid option.

Most US mobile pundits only started paying attention to mobile when the iPhone arrived. The US has been very very late to the mobile game as a whole and equally good, if not better options for how things are done beyond Apple exist and have existed. I am really hoping this is not the end of one of those much better options (at least for me and many I know).

Social Design for the Enterprise Workshop in Washington, DC Area

I am finally bringing workshop to my home base, the Washington, DC area. I am putting on a my “Social Design for the Enterprise” half-day workshop on the afternoon of July 17th at Viget Labs (register from this prior link).

Yes, it is a Friday in the Summer in Washington, DC area. This is the filter to sort out who really wants to improve what they offer and how successful they want their products and solutions to be.

Past Attendees have Said...

“A few hours and a few hundred dollar saved us tens of thousands, if not well into six figures dollars of value through improving our understanding” (Global insurance company intranet director)

From an in-house workshop…
“We are only an hour in, can we stop? We need to get many more people here to hear this as we have been on the wrong path as an organization” (National consumer service provider)

“Can you let us know when you give this again as we need our [big consulting firm] here, they need to hear that this is the path and focus we need” (Fortune 100 company senior manager for collaboration platforms)

“In the last 15 minutes what you walked us through helped us understand a problem we have had for 2 years and a provided manner to think about it in a way we can finally move forward and solve it” (CEO social tool product company)

Is the Workshop Only for Designers?

No, the workshop is aimed at a broad audience. The focus of the workshop gets beyond the tools’ features and functionality to provide understanding of the other elements that make a giant difference in adoption, use, and value derived by people using and the system owners.

The workshop is for user experience designers (information architects, interaction designers, social interaction designers, etc.), developers, product managers, buyers, implementers, and those with social tools running already running.

Not Only for Enterprise

This workshop with address problems for designing social tools for much better adoption in the enterprise (in-house use in business, government, & non-profit), but web facing social tools.

The Workshop will Address…

Designing for social comfort requires understanding how people interact in a non-mediated environment and what realities that we know from that understanding must we include in our design and development for use and adoption of our digital social tools if we want optimal adoption and use.

• Tools do not need to be constrained by accepting the 1-9-90 myth.
• Understanding the social build order and how to use that to identify gaps that need design solutions
• Social comfort as a key component
• Matrix of Perception to better understanding who the use types are and how deeply the use the tool so to build to their needs and delivering much greater value for them, which leads to improved use and adoption
• Using the for elements for enterprise social tool success (as well as web facing) to better understand where and how to focus understanding gaps and needs for improvement.
• Ways user experience design can be implemented to increase adoption, use, and value
• How social design needs are different from Web 2.0 and what Web 2.0 could improve with this understanding

More info...

For more information and registration to to Viget Lab's Social Design for the Enterprise page.

I look forward to seeing you there.

Catching Up On Personal InfoCloud Blog Posts

Things here are a little quiet as I have been in writing mode as well as pitching new work. I have been blogging work related items over at Personal InfoCloud, but I am likely only going to be posting summaries of those pieces here from now on, rather than the full posts. I am doing this to concentrate work related posts, particularly on a platform that has commenting available. I am still running my own blogging tool here at vanderwal.net I wrote in 2001 and turned off the comments in 2006 after growing tired of dealing comment spam.

The following are recently posted over at Personal InfoCloud

SharePoint 2007: Gateway Drug to Enterprise Social Tools

SharePoint 2007: Gateway Drug to Enterprise Social Tools focusses on the myriad of discussions I have had with clients of mine, potential clients, and others from organizations sharing their views and frustrations with Microsoft SharePoint as a means to bring solid social software into the workplace. This post has been brewing for about two years and is now finally posted.

Optimizing Tagging UI for People & Search

Optimizing Tagging UI for People and Search focuses on the lessons learned and usability research myself and others have done on the various input interfaces for tagging, particularly tagging with using multi-term tags (tags with more than one word). The popular tools have inhibited adoption of tagging with poor tagging interaction design and poor patterns for humans entering tags that make sense to themselves as humans.

LinkedIn: Social Interaction Design Lessons Learned (not to follow)

I have a two part post on LinkedIn's social interaction design. LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 1 of 2 looks at what LinkedIn has done well in the past and had built on top. Many people have expressed the new social interactions on LinkedIn have decreased the value of the service for them.

The second part, LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 2 of 2 looks at the social interaction that has been added to LinkedIn in the last 18 months or so and what lessons have we as users of the service who pay attention to social interaction design have learned. This piece also list ways forward from what is in place currently.

Tale of Two Tunnels: Web 2.0 and Enterprise 2.0

Yesterday I made a few comments in Twitter that prompted a fair amount of questions and requests for more information. The quips I made were about the differences between Web 2.0 (yes, an ambiguous term) and Enterprise 2.0 (equally ambiguous term both for the definition of enterprise and the 2.0 bit). My comments were in response to Bruce Stewart's comment The whole "Enterprise 2.0" schtick is wearing thin, unless you've been monitoring real results. Otherwise you're just pumping technology.. In part I agree, but I am really seeing things still are really early in the emergence cycle and there is still much need for understanding of the social tools and the need for them, as well as how they fit in. There are many that are selling the tools as technologies with great promise. We have seen the magic pill continually pitched and bought through out the history of business tools. (For those new to the game or only been paying attention for the last 15 years, a huge hint, THERE IS NO MAGIC PILL).

Tale of 2 Tunnels

One comment I made yesterday is, "the difference between Web 2.0 and Enterprise 2.0 is like the difference building a tunnel through rock and tunnel under water".

That this is getting at is Web 2.0 takes work to build to get through the earth, but once built it can suffer from imperfections and still work well. The tunnel can crack and crumble a little, but still get used with diminished capacity. We can look at Facebook, which has a rather poor interface and still gets used. Twitter is another example of a Web 2.0 solution that has its structural deficiencies and outages, but it still used as well as still loved (their Fail Whale is on a t-shirt now and a badge of pride worn by loyal users).

The Enterprise 2.0 tunnel is built under water. This takes more engineering understanding, but it also requires more fault testing and assurances. A crack or crumbling of a tool inside an organization is not seen kindly and raises doubts around the viability of the tool. The shear volume of users inside an organization using these tools is orders of magnitude less than in the open consumer web world, but faults are more deadly.

The other important factor is perceived fear of the environment. Fewer people (by pure numbers - as the percentages are likely the same, more on this later) are fearful of tunnels through land, they may not have full faith in them, but they know that they will likely make it safely on all of their journeys. The tunnels under water have greater fears as one little crack can cause flooding and drowning quickly. Fears of use of social tools inside an organization is often quite similar, there may be many that are not fearful, but if you spend time talking to people in organizations not using tools (it is the majority at this point) they are fearful of open sharing as that could lead to trouble. People are not comfortable with the concept as they are foreign to it as they are lacking the conceptual models to let them think through it.

Enterprise 2.0 is not Web 2.0

Another statement yesterday that garnered a lot of feedback was, "Web 2.0 does not work well in enterprise, but the approaches and understandings of Web 2.0 modified for enterprise work really well." The web is not enterprise or smaller organizations for that matter. The open consumer web has different scale and needs than inside organizations and through their firewalls. A small percentage of people using the web can get an account on a tool have have appear to be wildly successful correctly claiming 70 million or 100 million people are or have used their tool. But, even 100 million people is a small percentage of people using the web. Looking at real usage and needs for those tools the numbers are really smaller. Most darlings of the Web 2.0 phase have fewer than 10 million users, which is about 5% of the open consumer web users in the United States. On the web a start-up is seen as successful with 500,000 users after a year or two and is likely to have the capability to be self sufficient at that level too. Granted there are many players in the same market niches on the web and the overall usage for link sharing and recommending for Digg, Mixx, or Reddit is much higher across the sum of these tools than in just one of these tools (obviously).

These percentages of adoption and use inside organizations can make executives nervous that their money is not reaching as many employees as they wish. The percentages that can be similar to the web's percentages of high single digit adoption rates to the teens is seen as something that really needs more thinking and consideration.

Enterprise 2.0 is more than just tools (see my Enterprise Social Tools: Components for Success for better understanding) as it also includes interface/interaction design for ease of use, sociality, and encouragement of use. The two biggest factors that are needed inside an organization that can receive less attention on the web are the sociality and encouragement of use.

Understanding sociality is incredibly important inside an organization as people are used to working in groups (often vertical in their hierarchy) that have been dictated to them for use. When the walls are broken down and people are self-finding others with similar interests and working horizontally and diagonally connecting and sharing with others and consuming the collective flows of information their comfortable walls of understanding are gone. A presentation in Copenhagen at Reboot on Freely Seeping Through the Walls of the Garden focussed just on this issue. This fear inside the enterprise is real. Much of the fear is driven by lacking conceptual models and understanding the value they will derive from using the tools and services. People need to know who the other people are that they are sharing with and what their motivations are (to some degree) before they have comfort in sharing themselves.

Encouraging use is also central to increased adoption inside organizations. Many organizations initial believe that Web 2.0 tools will take off and have great adoption inside an organization. But, this is not a "build it and they will come" scenario, even for the younger workers who are believed to love these tools and services and will not stay in a company that does not have them. The reality is the tools need selling their use, value derived from them, the conceptual models around what they do, and easing fears. Adoption rates grow far beyond the teen percentages in organizations that take time guiding people about the use of the tools and services. Those organizations that take the opportunity to continually sell the value and use for these tools they have in place get much higher adoption and continued engagement with the tools than those who do nothing and see what happens.

Gaps in Enterprise Tools

The last related statement was around the gaps in current and traditional enterprise tools. At the fantastic Jive Enterprise UI Summit in Aspen a few weeks ago there was a lot of discussion about enterprise tools, their UI, and ease of use for employees by the incredible collection of people at the event. One of the things that was shown was a killer path of use through a wide encompassing enterprise toolset that was well designed and presented by SAP's Dan Rosenberg who has done an incredible job of putting user experience and thinking through the needed workflows and uses of enterprise tools at the forefront of enterprise software planning. Given the excellent design and incredible amount of user experience thought that went into the tools behind the SAP toolset in the scenario (one of the best I have seen - functioning or blue sky demoed) there are still gaps. Part of this is identifying of gaps comes from traditional business thinking around formal processes and the tools ensure process adherence. But, the reality is the tools are quite often inflexible (I am not talking about SAP tools, but traditional enterprise tools in general), the cost of time and effort is beyond the gain for individuals to document and annotate all decisions and steps along the way. The hurdles to capture information and share it are often too large for capturing one to 10 quick sentences of information that can be retained for one's own benefit or shared with other where it is relevant.

There is another gap in business around the collective intelligence that is needed, which can lead to collaboration. Most businesses and their tools focus on collaboration and set groups, but at the same time wonder why they do not know what their company knows and knowledge is not all being captured. First there is a difference between collective and collaborative activities and the tools and design around and for those different activities is more than a nuance of semantics it is a huge barrier to capturing, sharing, and learning from information that leads to knowledge if it is not understood well. Enterprise has gone through its phases of knowledge management tools, from forms for capturing information, forums for sharing, and up to enterprise content management systems (ECM) that encompass document management, content management, knowledge management, and information harvesting. But, the gaps still exist.

These existing gaps are around conversations not being captured (the walls of the halls have no memory (well today they do not)) and increasingly the ubiquitous communication channel in organizations, e-mail, is being worked around. Quick decisions are not being documented as it is not enough for a document or worth completing a form. As the iterative processes of development, design, and solution engineering are happening at quicker and smaller increments the intelligence behind the decisions is not being captured or shared. This is largely because of the tools.

As has always been the case large enterprise systems are worked around through the use of smaller and more nimble solutions that augment the existing tools. Even in Dan's incredible demo I saw gaps for these tools. The quick tools that can fill these gaps are blogs, wikis, social bookmarking, tagging, Twitter type sharing, Veodia type video sharing, instant messaging, etc. There are many avenues to quickly capture information and understanding and share it. These tools get out of the way and allow what is in someone's head to get digitized and later structured by the individual themselves or other people whom have had the information shared with them in a community space. This turns into flows through streams that can be put into many contexts and needs as well as reused as needed.

Another point Dan stated at the Enterprise UI Summit that is dead on, is organizations are moving out of the vertical structures and moving to the horizontal. This is having a profound effect on the next generation of business tools and processes. This is also an area for Enterprise 2.0 tools as they easily open up the horizontal and diagonal prospects and tie into it the capability for easily understanding who these newly found people are in an organization through looking at their profiles, which eases their fears around sharing and unfamiliar environments as well as their related tasks.

[Comments are open and moderated at Tale of Two Tunnels: Web 2.0 and Enterprise 2.0 :: Personal InfoCloud]

Enterprise 2.0 Boston - After Noah: What to do After the Flood (of Information)

I am looking forward to being at the Enterprise 2.0 Conference in Boston from June 10 to June 12, 2008. I am going to be presenting on June 10, 2008 at 1pm on After Noah: Making Sense of the Flood (of Information). This presentation looks at what to expect with social bookmarking tools inside an organization as they scale and mature. It also looks at how to manage the growth as well as encourage the growth.

Last year at the same Enterprise 2.0 conference I presented on Bottom-up Tagging (the presentation is found at Slideshare, Bottom-up All the Way Down: How Tags Help Businesses Organize, which has had over 8,800 viewing on Slideshare), which was more of a foundation presentation, but many in the audience were already running social bookmarking services in-house or trying them in some manner. This year my presentation is for those with an understanding of what social bookmarking and folksonomy are and are looking for what to expect and how to manage what is happening or will be coming along. I will be covering how to manage heavy growth as well as how to increase adoption so there is heavy usage to manage.

I look forward to seeing you there. Please say hello, if you get a chance.

Enterprise Social Tools: Components for Success

One of the things I continually run across talking with organizations deploying social tools inside their organization is the difficultly getting all the components to mesh. Nearly everybody is having or had a tough time with getting employees and partners to engage with the services, but everybody is finding out it is much more than just the tools that are needed to consider. The tools provide the foundation, but once service types and features are sorted out, it get much tougher. I get frustrated (as do many organizations whom I talk with lately) that social tools and services that make up enterprise 2.0, or whatever people want to call it, are far from the end of the need for getting it right. There is great value in these tools and the cost of the tools is much less than previous generations of enterprise (large organization) offerings.

Social tools require much more than just the tools for their implementation to be successful. Tool selection is tough as no tool is doing everything well and they all are focussing on niche areas. But, as difficult as the tool selection can be, there are three more elements that make up what the a successful deployment of the tools and can be considered part of the tools.

Four Rings of Enterprise Social Tools

The four elements really have to work together to make for a successful services that people will use and continue to use over time. Yes, I am using a venn diagram for the four rings as it helps point out the overlaps and gaps where the implementations can fall short. The overlaps in the diagram is where the interesting things are happening. A year ago I was running into organizations with self proclaimed success with deployments of social tools (blogs, wikis, social bookmarking, forums, etc.), but as the desire for more than a simple set of blogs (or whichever tool or set of tools was selected) in-house there is a desire for greater use beyond some internal early adopters. This requires paying close attention to the four rings.

Tools

The first ring is rather obvious, it is the tools. The tools come down to functionality and features that are offered, how they are run (OS, rack mount, other software needed, skills needed to keep them running, etc.), how the tools are integrated into the organization (authentication, back-up, etc.), external data services, and the rest of the the usual IT department checklist. The tools get a lot of attention from many analysts and tech evangelists. There is an incredible amount of attention on widgets, feeds, APIs, and elements for user generated contribution. But, the tools do not get you all of the way to a successful implementation. The tools are not a mix and match proposition.

Interface & Ease of Use

One thing that the social software tools from the consumer web have brought is ease of use and simple to understand interfaces. The tools basically get out of the way and bring in more advanced features and functionality as needed. The interface also needs to conform to expectations and understandings inside an organization to handle the flow of interaction. What works for one organization may be difficult for another organization, largely due to the tools and training, and exposure to services outside their organization. Many traditional enterprise tools have been trying to improve the usability and ease of use for their tools over the last 4 to 5 years or so, but those efforts still require massive training and large binders that walk people through the tools. If the people using the tools (not administering the tools need massive amounts of training or large binders for social software the wrong tool has been purchased).

Sociality

Sociality is the area where people manage their sharing of information and their connections to others. Many people make the assumption that social tools focus on everything being shared with everybody, but that is not the reality in organizations. Most organizations have tight boundaries on who can share what with whom, but most of those boundaries get in the way. One of the things I do to help organizations is help them realize what really needs to be private and not shared is often much less than what they regulate. Most people are not really comfortable sharing information with people they do not know, so having comfortable spaces for people to share things is important, but these spaces need to have permeable walls that encourage sharing and opening up when people are sure they are correct with their findings.

Sociality also includes the selective groups people belong to in organizations for project work, research, support, etc. that are normal inside organizations to optimize efficiency. But, where things get really difficult is when groups are working on similar tasks that will benefit from horizontal connections and sharing of information. This horizontal sharing (as well as diagonal sharing) is where the real power of social tools come into play as the vertical channels of traditional organization structures largely serve to make organizations inefficient and lacking intelligence. The real challenge for the tools is the capability to surface the information of relevance from selective groups to other selective groups (or share information more easily out) along the way. Most tools are not to this point yet, largely because customers have not been asking for this (it is a need that comes from use over time) and it can be a difficult problem to solve.

One prime ingredient for social tool use by people is providing a focus on the people using the tools and their needs for managing the information they share and the information from others that flow through the tool. Far too often the tools focus on the value the user generated content has on the system and information, which lacks the focus of why people use the tools over time. People use tools that provide value to them. The personal sociality elements of whom are they following and sharing things with, managing all contributions and activities they personally made in a tool, ease of tracking information they have interest in, and making modifications are all valuable elements for the tools to incorporate. The social tools are not in place just to serve the organization, they must also serve the people using the tools if adoption and long term use important.

Encouraging Use

Encouraging use and engagement with the tools is an area that all organizations find they have a need for at some point and time. Use of these tools and engagement by people in an organization often does not happen easily. Why? Normally, most of the people in the organization do not have a conceptual framework for what the tools do and the value the individuals will derive. The value they people using the tools will derive needs to be brought to the forefront. People also usually need to have it explained that the tools are as simple as they seem. People also need to be reassured that their voice matters and they are encouraged to share what they know (problems, solutions, and observations).

While the egregious actions that happen out on the open web are very rare inside an organization (transparency of who a person is keeps this from happening) there is a need for a community manager and social tool leader. This role highlights how the tools can be used. They are there to help people find value in the tools and provide comfort around understanding how the information is used and how sharing with others is beneficial. Encouraging use takes understanding the tools, interface, sociality, and the organization with its traditions and ways of working.

The Overlaps

The overlaps in the graphic are where things really start to surface with the value and the need for a holistic view. Where two rings over lap the value is easy to see, but where three rings overlap the missing element or element that is deficient is easier to understand its value.

Tools and Interface

Traditional enterprise offerings have focussed on the tools and interface through usability and personalization. But the tools have always been cumbersome and the interfaces are not easy to use. The combination of the tools and interface are the core capabilities that traditionally get considered. The interface is often quite flexible for modification to meet an organizations needs and desires, but the capabilities for the interface need to be there to be flexible. The interface design and interaction needs people who have depth in understanding the broad social and information needs the new tools require, which is going to be different than the consumer web offerings (many of them are not well thought through and do not warrant copying).

Tools and Sociality

Intelligence and business needs are what surface out of the tools capabilities and sociality. Having proper sociality that provides personal tools for managing information flows and sharing with groups as well as everybody as it makes sense to an individual is important. Opening up the sharing as early as possible will help an organization get smarter about itself and within itself. Sociality also include personal use and information management, which far few tools consider. This overlap of tools and sociality is where many tools are needing improvement today.

Interface and Encouraging Use

Good interfaces with easy interaction and general ease of use as well as support for encouraging use are where expanding use of the tools takes place, which in turn improves the return on investment. The ease of use and simple interfaces on combined with guidance that provides conceptual understanding of what these tools do as well as providing understanding that eases fears around using the tools (often people are fearful that what they share will be used against them or their job will go away because they shared what they know, rather than they become more valuable to an organization by sharing as they exhibit expertise). Many people are also unsure of tools that are not overly cumbersome and that get out of the way of putting information in to the tools. This needs explanation and encouragement, which is different than in-depth training sessions.

Sociality and Encouraging Use

The real advantages of social tools come from the combination of getting sociality and encouraging use correct. The sociality component provides the means to interact (or not) as needed. This is provided by the capabilities of the product or products used. This coupled with a person or persons encouraging use that show the value, take away the fears, and provide a common framework for people to think about and use the tools is where social comfort is created. From social comfort people come to rely on the tools and services more as a means to share, connect, and engage with the organization as a whole. The richness of the tools is enabled when these two elements are done well.

The Missing Piece in Overlaps

This section focusses on the graphic and the three-way overlaps (listed by letter: A; B; C; and D). The element missing in the overlap or where that element is deficient is the focus.

Overlap A

This overlap has sociality missing. When the tool, interface, and engagement are solid, but sociality is not done well for an organization there may be strong initial use, but use will often stagnate. This happens because the sharing is not done in a manner that provides comfort or the services are missing a personal management space to hold on to a person's own actions. Tracking one's own actions and the relevant activities of others around the personal actions is essential to engaging socially with the tools, people, and organization. Providing comfortable spaces to work with others is essential. One element of comfort is built from know who the others are whom people are working with, see Elements of Social Software and Selective Sociality and Social Villages (particularly the build order of social software elements) to understand the importance.

Overlap B

This overlap has tools missing, but has sociality, interface, and encouraging use done well. The tools can be deficient as they may not provide needed functionality, features, or may not scale as needed. Often organizations can grow out of a tool as their needs expand or change as people use the tools need more functionality. I have talked with a few organizations that have used tools that provide simple functionality as blogs, wikis, or social bookmarking tools find that as the use of the tools grows the tools do not keep up with the needs. At times the tools have to be heavily modified to provide functionality or additional elements are needed from a different type of tool.

Overlap C

Interface and ease of use is missing, while sociality, tool, and encouraging use are covered well. This is an area where traditional enterprise tools have problems or tools that are built internally often stumble. This scenario often leads to a lot more training or encouraging use. Another downfall is enterprise tools are focussed on having their tools look and interact like consumer social web tools, which often are lacking in solid interaction design and user testing. The use of social tools in-house will often not have broad use of these consumer services so the normal conventions are not understood or are not comfortable. Often the interfaces inside organizations will need to be tested and there many need to be more than one interface and feature set provided for depth of use and match to use perceptions.

Also, what works for one organization, subset of an organization, or reviewer/analyst will not work for others. The understanding of an organization along with user testing and evaluation with a cross section of real people will provide the best understanding of compatibility with interface. Interfaces can also take time to take hold and makes sense. Interfaces that focus on ease of use with more advanced capabilities with in reach, as well as being easily modified for look and interactions that are familiar to an organization can help resolve this.

Overlap D

Encouraging use and providing people to help ease people's engagement is missing in many organizations. This is a task that is often overlooked. The tools, interface, and proper sociality can all be in place, but not having people to help provide a framework to show the value people get from using the tools, easing concerns, giving examples of uses for different roles and needs, and continually showing people success others in an organization have with the social tool offerings is where many organization find they get stuck. The early adopters in an organization may use the tools as will those with some familiarity with the consumer web social services, but that is often a small percentage of an organization.

Summary

All of this is still emergent and early, but these trends and highlights are things I am finding common. The two areas that are toughest to get things right are sociality and encouraging use. Sociality is largely dependent on the tools, finding the limitations in the tools takes a fair amount of testing often to find limitations. Encouraging use is more difficult at the moment as there are relatively few people who understand the tools and the context that organizations bring to the tools, which is quite different from the context of the consumer social web tools. I personally only know of a handful or so of people who really grasp this well enough to be hired. Knowing the "it depends moments" is essential and knowing that use is granular as are the needs of the people in the organization. Often there are more than 10 different use personas if not more that are needed for evaluating tools, interface, sociality, and encouraging use (in some organizations it can be over 20). The tools can be simple, but getting this mix right is not simple, yet.

[Comments are open and moderated at Enterprise Social Tools: Components for Success :: Personal InfoCloud

Social Tools for Mergers and Acquisitions

The announcement yesterday of Delta and Northwest airlines merging triggered a couple thoughts. One of the thoughts was sadness as I love the unusually wonderful customer service I get with Northwest, and loathe the now expected poor and often nasty treatment by Delta staff. Northwest does not have all the perks of in seat entertainment, but I will go with great customer service and bags that once in nearly 50 flights did not arrive with me.

But, there is a second thing. It is something that all mergers and large organization changes trigger...

Social Tools Are Great Aids for Change

Stewart Mader brought this to mind again in his post Onboarding: getting your new employees cleared for takeoff, which focusses on using wikis (he works for Atlassian and has been a strong proponent of wikis for years and has a great book on Wiki Patterns) as a means to share and update the information that is needed for transitions and the joining of two organizations.

I really like his write-up and have been pushing the social tools approach for a few years. The wiki is one means of gathering and sharing information. It is a good match with social bookmarking, which allows organizations that are coming together have their people find and tag things in their own context and perspective. This provides finding common objects that exist, but also sharing and learning what things are called from the different perspectives.

Communication Build Common Ground

Communication is a key cornerstone to any organization working with, merging with, or becoming a part of another. Communication needs common ground and social bookmarking that allows for all context and perspectives to be captured is essential to making this a success.

This is something I have presented on and provided advice in the past and really think and have seen that social tools are essentials in these times of transition. It is really rewarding when I see this working as I have been through organization mergers, going public, and major transitions in the days before these tools existed. I can not imaging thinking of transitioning with out these tools and service today. I have talked to many organizations after the fact that wished they had social bookmarking, blogs, and wikis to find and annotate items, provide the means to get messages out efficiently (e-mail is becoming a poor means of sharing valuable information), and working toward common understanding.

One large pain point in mergers and other transitions is the cultural change that brings new terms, new processes, new workflow, and disruption to patterns of understanding that became natural to the people in the organization. The ability to map what something was called and the way it was done to what it is now called and the new processes and flows is essential to success. This is exactly what the social tools provide. Social bookmarking is great for capturing terms, context, and perspectives and providing the ability to refind these new items using prior understanding with low cognitive costs. Blogs help communicate people's understanding as they are going through the process as well as explain the way forward. Wikis help map these individual elements that have been collectively provided and pull them together in one central understanding (while still pointing out to the various individual contributions to hold on to that context) in a collaborative (working together with one common goal) environment.

Increasing Speed and Lowering Cost of Transition

Another attribute of the social tools is the speed and cost at which the information is shared, identified, and aggregated. In the past the large consulting firms and the slow and expensive models for working were have been the common way forward for these times of change. Seeing social tools along with a few smart and nimble experts on solid deployments and social engagement will see similar results in days and a handful of weeks compared to many weeks and months of expensive change management plodding. The key is the people in the organizations know their concerns and needs, while providing them the tools to map their understanding and finding information and objects empowers the individuals while giving them knowledge and the means to share with others. This also helps the individuals grasp that are essential to the success and speed to the change. Most people resent being pushed and prodded into change and new environments, giving them the tools to understand and guide their own change management is incredibly helpful. This decreases the time for transition (for processes and emotionally) while also keeping the costs lower.

[Comments are open and moderated as always in the post at: Social Tools to Efficiently Build Common Ground :: Personal InfoCloud]

Denning and Yaholkovsky on Real Collaboration

The latest edition of the Communications of the ACM (Volume 51, Issue 4 - April 2008) includes an article on Getting to "we", which starts off by pointing out the misuse and mis-understanding of the term collaboration as well as the over use of the practice of collaboration when it is not proper for the need. The authors Peter Denning and Peter Yaholkovsky break down the tools needed for various knowledge needs into four categories: 1) Information sharing; 2) Coordination; 3) Cooperation; and Collaboration. The authors define collaboration as:

Collaboration generally means working together synergistically. If your work requires support and agreement of others before you can take action, you are collaborating.

The article continues on to point out that collaboration is often not the first choice of tools we should reach for, as gathering information, understanding, and working through options is really needed in order to get to the stages of agreement. Their article digs deeply into the resolving "messy problems" through proper collaboration methods. To note, the wiki - the usual darling of collaboration - is included in their "cooperation" examples and not Collaboration. Most of the tools many businesses consider in collaboration tools are in the lowest level, which is "information sharing". But, workflow managment falls into the coordination bucket.

This is one of the better breakdowns of tool sets I have seen. The groupings make a lot of sense and their framing of collaboration to take care of the messiest problems is rather good, but most of the tools and services that are considered to be collaborations tools do not even come close to that description or to the capabilities required.

[Comments are open at Denning and Yaholkovsky on Real Collaboration :: Personal InfoCloud]

Understanding Collective and Collaborative

I have finally blogged about the different between the two terms of collaborative and collective, which has been something bugging me for some time. Comments there are open, but are moderated (as they always have been). Those who have been to any of my workshops in the past year or so will see familiar information. Hopefully, the post will help those discussing and crafting social tools for the general web (or mobile) or large organizations will read and work to grasp the difference. I have had plenty of academics, researchers, and service developers push me to make this public for far too long so to start getting the misunderstanding around the two terms corrected.