Slack is more than chat: Why it is the trojan horse to better enterprise

by Thomas Vander Wal in , , , , , , , , , , ,


During the last couple of years, since Slack has been publicly available, it has taken off like wildfire. To many it is "just a chat service", which gets derided and belittled like most chat services do. This is until they find that chat has not only a place in organizations it has lasting value in organizations, proven out over the last 5 to 8 years (if not longer). Slack, much like prior chat services, do really well in organizations. As a "presence service" (is the person at their desk or available) and a means to ask a quick question or have a quick discussion (synchronously or asynchronously). Over the last 5 to 8 years chat and messaging services took off in organizations. This is not they took off and became popular in pockets of organizations, but have become standard tools everywhere. Messaging not only became the norm, but in many (if not most) organization the messaging platform is second most used service behind email (often Outlook) that is centrally supplied and supported (I know a few organizations where messaging is used more than email and is their most used application / service).

If the email client is Outlook, more than likely the messaging service has been Lync (now rebranding to Skype for Business). The downside to Lync isn't that it is used heavily, but it isn't supported well enough with archiving and with solid search capability. Many IT shops say all the messaging (even if just text based) would eat loads of space to store it. It is a capacity problem in IT's perspective, which when broken down on a per person level it is less than a few gigs of text per year that are created from active users. The last few years Lync has been used heavily for internal voice and video (where allowed) messaging, which not only eats storage at a faster rate, but voice search is still not commercially available with good enough accuracy at a low enough price to be viable for voice in practice. The last issue has little to do with capacity, but is compliance focussed and storing of messages isn't seen as compatible with the organization's policies, which means many of their other knowledge capture capabilities are likely crippled to some degree as well. But, for organizations that believe storing messages and supplying really solid search is limited by capacity constraints a tool like Slack becomes the organization's dream.

So, Slack is a better messaging service?

Well, Slack didn't become popular (these days try and find an organization that isn't using Slack in it somewhere and paying to use it) because it was just another messaging service. There are loads of chat and messaging services for business and enterprise, like HipChat (the largest most similar product), Lync / Skype for Business, Jabber based services, or other less capable services that were developed by those who misbelieve chat is just simple and easy to make. What has Slack standing out is (similar to HipChat) syncing across all platforms, from your pocket, to your desk, or on your coffee table / sofa. But, unlike HipChat, Slack stood out for being not only easy to use, but fun to use. Part of this is the helpful Slackbot that guides users and provides assistance with a playful, yet helpful personality (personality that fits a service and need is incredibly helpful with bots is it help discern with service and bot you are interacting with in our lovely human brains) as well as the myriad of other bots that are available to add in.

Why is Slack people's buddy?

But, this isn't the whole reason Slack is being used, spreading widely, and relatively quickly. Slack is more than chat, which can be used quickly to interact with others and keep information out of email. But, Slack and its personality(ies) address some most acute pain points that are in every organization: Knowledge capture and retrieval; Search; and Interoperability / integration. All three of these organizational maladies not only have long been problematic most of the "solutions" for them over the years suck (to put it politely) for the people using them.

It is important to keep in mind Slack is founded and built by game developers who focus on creating fun and engaging environments. They deeply get staying away from creating pain points for customers / users, as well as reducing them - this isn’t the clicksperts gamification, it is real game mechanics and game design models / theory at work.

Knowledge capture and retrieval

Email has for more than a decade or two been known as the death bed for knowledge in organizations where things are captured and shared are never to be seen again. Yes, think of the cesspit that is email (we've known this problem for 20+ years) with each email little envelope not as that nice friendly symbol but as a tombstone for the dead / never to be live again knowledge within it. It is now you have got the reality of the last 20 plus years. But, more open systems that allow for capturing, sharing, and most importantly searching have really good value to move things forward.

Many organizations value capturing the knowledge they create and have within it. They also have interest in having that knowledge shared and found by others who can benefit from it, so the organization gets smarter faster. The key pain point is capturing what is known, often this is set as a separate set of actions and activities from what people do in their regular workflows and conversation / interaction models. This separation of flow and spaces decreases the use of the knowledge services. These separate services have their place and value as spaces and places for focussed (either team task focussed, project relevant investigations, or subject interest focussed) discussion and development of ideas. But, the conversations that happen in the flow of work are valuable to capture as they happen, then have them addressable / linkable and searchable.

Services that capture conversation and communication in open, historically captured, and addressable spaces have long been far more valuable than email. This value is replicated often with the ever present situation of bring somebody new into the team, project, and / or conversation. The context and history is there to be seen, the important items can be marked or pinned in a manner so they stand out as well as getting context around those items in their original context. Getting a new person conversant and in the flow of things (as well as not out of the loop in conversations that are current) is incredibly valuable when trying to get things done and done well.

Slack provides that means to capture the conversations as they happen. It provides the means to pin (and now with emoji responses, a hackable means) relevant valuable chunks of the conversations and streams.

Good search (yes, you read that right)

Search in and across enterprise, is often painful as it is not very good at finding things. One of the benefits of Slack for many is the search is quite good. Not only is Slack good at retrieving past messages and conversations, but anything that is linked to in Slack or attached as shared objects (text related or with text metadata) in Slack all become searchable. When the linked items or objects are returned in search they are surfaced within the context of the conversation they were shared. People using Slack in organizations have been amazed with the quality of search for finding and refinding shared knowledge and resources, but also relating the item to why and how it was shared. To those who are deprived of viable search in organizations Slack is a real treasure.

Most enterprise search provides success in only 4 of 5 attempts (this adds up to being roughly $375 of cost for unproductive / counter productive time per employee per year when looking at it through an extremely conservative lens (others estimate 4 to 10 times this cost per employee per year). Just the value of improved search, as well as bringing information into context and having it searchable ads greater value from moving the dark matter into the searchable light.

Search in Slack is most often better than the enterprise search that people use across their organization. But, it also is often better than the search that is built into various platforms that are used in and across the organization, including enterprise social networks (some exceptions to this include KnoweldgePlaza, which has really good search within it, as that is a large part its purpose). This improvement in search finds what is needed and the search result surfacing the item in context is really special. Slack has also designed this really well, which adds to the ease of use and enjoyment.

Integration and Interoperability (What? Really?)

Another big pain point in organizations is integration and interoperability. There are disparate systems which many people have to pay attention to metrics, messages / alerts, and charts from various services across them, which is not efficient and rarely is there an integrated view (nor a means to interact across different systems from one interface). But, rarely is there a means to search within and across the services to do quick comparisons or easily bring those things into a more unified view. Often IT has the integrations far down on their prioritized to do list or in the "can not be done category" for reasons of feasibility or difficulty. But, one of the beauties of Slack is it integrates with other services relatively easily through a variety of methods (many can be done in a day or two in side-project time), if there is access to an API or even a means to see a screen so it can be parsed for values and meaning. Groups have been able to pull together their own aggregated and searchable views (sometimes in their own channel to view / review and search within or as a system with an identity that chats and shares things out as a bot). The solution that is cobbled together in side-project time to meet the needs of employees meets their jobs to get done and need that access requirements, which make Slack far quite efficient and usable. While IT has their requests slowly (if that) moving through the prioritization process, employees have been able to drastically reduce the pain points that nudge them to consider looking employment opportunities that value their getting work done.

Sane payment models

One of the last, often overlooked, elements goes completely against the trend of "evil" enterprise service payment models of paying for seats (used or unused). This model is loved by nearly all enterprise software vendors (or their boards - somebody has to love it as it surely isn't the customers who know they are being taken for a ride).

Slack treats paying for their software / services differently. It runs on a freemium model, but has high conversion rate to paying customers for its offerings. It is not that paying users get full search of the a complete archive and more plug-ins, but also quite good support (yes there are a few others that give quite good support - though this isn't the norm). The pay model provides improved search powers and interoperability / integration, which being severe pain points in organizations make it worth paying for and the pricing per user makes that a bargain (hey Slack don't go changing the price though).

Yet, what really makes Slack's payment model special and different is you only pay for accounts used that month. (Did I hear a collective "WHAT?") Yes, you don't pay for the number of prospective seats nor tied into long contracts that go beyond the needed time span. Ever try to get a reduction in seats paid for after a few months when you have realized only 60% of the seats paid for are used and that doesn't look like it will shift over the next 18 to 30 months of the life of the lock-in? Slack understands that pain and opted to not partake in that model of pain.

In short Slack reduces pain and increases efficiency and value

So, the reasons why Slack seems to be at the tip of many business and enterprise tongues (as an inquiry or recommendation) is focussing on what is delivered, its ease, and the value people get.

Slack aims at delivering a usable (and friendly) service as a means to communicate to get and share information and knowledge. But, in doing this also knocks out some nasty pains people in organizations really don't like and have long wanted resolved. Slack is basically the un-enterprise solution as it focusses on being easy to use, reduces pain points, and tries to be friendly. Yes, this is software for the enterprise, or for the parts that don't relish pain.

So Slack is perfect and the cure all?

Um, no. Slack is far from perfect. It isn't trying to be everything. So, you are wondering what are the pain points or limitations?

Slack isn't going to scale to meet your hundreds or thousands of employees needs today

Slack works relatively well up to a few hundred people (there are many hundreds using in one installation (instances well over a thousand as well), but that isn't optimal). And even with keeping an installation under a couple hundred people it is still going to be a bit noisy. Many of these installations with more than 100 people in them use the channels for creating smaller groups / teams / projects / targeted conversations.

While improvements are need to get to solid filtering, this does help so important things don't get missed, or conversations that could use a person's input gets their attention when they weren't specifically called out. The ability to move conversations to and between channels (in a manner that leaves a trail behind where the conversation started).

It also needs the ability to more easily tie conversations threads together and tie related discussions together through tags (yes, I said the tags word) [the addition of each entry now having the ability to get emoji responses has been getting used to aggregate related content in some organizations in a "visual tagging" way, but lacks clarity in understanding, even with "what each emoji means" charts]. Also, finding related threads and discussions across channels can be cumbersome in search when different terms (synonyms / fungible technical terms) are being used, even if search is good.

Not everything nor everybody works in the open

In organizations there are viable and valuable reasons to have some things not shared openly. Legal, regulatory, compliance, and some things are best tested and considered among a few people and honed / vetted before sharing more widely and other needs for improving social comfort are often lacking in the enterprise social platforms.

Many mature social platforms for enterprise now offer private spaces for groups to share information, and if it seems viable or gets honed / edited it is shared it out more broadly. Many even follow the social progression of fire model where trends in the messages / sparks and comments are seen as being connected and possibly need more investigation, then moved to or collected in a small comfortable space / campfire to investigate before sharing more broadly / campfire (if it is deemed worthy of moving it forward), and then honed through collaboration and perfected to be put into production / torch.

By the way - Slack does offer the capability of not remembering things for paid users as some organizations require this for compliance. There is a forget quickly, forget in a week or so, and keep everything capability to meet a variety of needs / requirements of organizations [this forgetting negates the incredibly helpful search, but organizations that require this often have bigger troubles that they are dealing with]. But, global forgetting isn't the same as quiet comfortable groups with permeable walls that work well for many people in larger organizations with cultures heavy on the Western European and North American sensibilities.

Slack doesn't replace everything

There have already been some rather poorly considered (mostly through the lack of understanding the diversity and complexity of social - no it isn't simple nor just complicated) "we are going to use Slack to replace..." attempts. Understanding the category / class of tool that Slack falls into is essential. It isn't a replacement for the collective, curation, nor team / group workspaces like Jive and others (yes, there is one service in this category / class that nearly everybody wants to move away from as fast as they can, but Slack isn't the tool to move to as a replacement). Slack does well to sit alongside those services for conversational interactions and sharing results out of them. It isn't going to replace a social search and collective aggregation service like KnowledgePlaza. Slack not only integrates things into itself, but also can have what is in it as fodder to integrate out, so conversations and things shared in Slack can be honed and more deeply framed and considered in other services and then have results and outcomes of those considerations shared back into Slack.

Slack is not going to replace your document management service. It is a good partner for it to add context and easily drop documents that are relevant from the service into Slack. But, Slack isn't going to replace document management, even if its search is good, the versioning, permissions, and access controls for compliance and other valid needs aren't there in Slack. Your document management service could become more pleasurable to use though.

Enterprise is a complicated beast

Having worked in and around social software for enterprise for about 20 years now, it is a wicked space. There are a lot of "needs" that Slack doesn't comply with yet. There are a lot of issues that aren't on Slack's horizon yet, it may not want to place them there.

Enterprise also brings with it a diversity of needs, mental models inside, use cases, workflow models, and more that should be and could be addressed, but Slack isn't there yet. I'm not sure Slack even has all of them fully on their radar - many organizations don't centrally have them on their radar yet either. But needs arise when divisions and groups underserved by centrally chosen tools in an organization that doesn't fit their needs. When this happens groups often will go in search of services and tools that meet their needs to help them get the job done.

Working with enterprise means working with organizations that don't understand how they themselves actually work nor operate in workflows nor knowledge flows. Many social platforms aren't in the business to help organizations understand their needs, problems, pain points, and gaps yet these are the first steps to understanding the right fit for tools. Analysts, for the most part, aren't in this business, nor are most consultants (selling solutions based cookie cutter decision models makes more profit than the deep understanding the problems before considering solutions model). Perhaps Slack could embrace this model of helping organizations understand themselves, as they aren't focussed on "winning" as much as helping solve problems and address needs (another reason Slack stands out and has a good helpful product).

So what should you do?

The first step is to take Slack seriously. It is doing a lot of things really well, as well as weekly and monthly iterations making things even better.

Also understand not only what Slack is, but what it isn't. Understand how your organizations works (if you need help with that reach out to me, as helping organizations see clearly through the fog of complexity is what I do) and sort out how a service that focusses on reducing pain points and increases people's ability to get things done can fit.

Second, start early thinking about filtering to cut through the noise for alerts and reducing "noise". Work out a community guide and plan. Also, sort out the flow models that can work well with the other services in the organization.


Shift Happened - Part 2: Small Apps Loosely Joined

by Thomas Vander Wal in , , , , , , , , , , , , , , , ,


What are Small Apps Loosely Joined?

There has been a large shift in how many people work today and part of that is in the tools that they use to get work done. This shift in work patterns mirrors the shift that many had in their personal lives around social interactions and productivity.

Late one night many years ago (long before the iPhone), a group of us were talking about web and mobile and opportunities to work in a variety of similar tools that were all interconnected. The mash-up culture was a year or two behind us with Paul Radamacher’s first map mashup HousingMaps and the salient understanding that surfaced from that was the ability to have different interfaces for different needs and uses that could work as a workflow, or even similar interfaces for different personal needs of the users. We talked about Twitter and its heavy reliance on third-party developers to build web and mobile apps and services on top of its services and the Twitter API (the application programming interface, which is a standard data and interaction layer that sits behind the scenes bring data back and forth between the service). This approach allowed anybody to build an interface for seeing and interacting with Twitter or create an interface that provided greater ease of use for tasks. With tongue in-cheek (paraphrasing David Weinberger’s “Small Pieces Loosely Joined”), I said this model was small apps loosely joined.

What joined these apps together was a common data layer that fits a standard data model (or, as is common in APIs, a data model that self describes). The Twitter model allowed people to interact with the service through a mobile app with full functionality of the Twitter site, or to see many different Twitter lists in something like TweetDeck, or monitor and respond through different accounts in something like HootSuite, while tracking follows and drops in other monitoring services.

This same idea is more prevalent now across our mobile devices and the apps and services that they connect to and use. Not only are today’s mobile apps and services interacting with the APIs on the internet, but they are working with standard file formats on the backend and apps that meet the needs of users’ context and workflows. Some of the common app and service types that people have been shifting to the small apps loosely joined model are: Calendar, email, photos, text / documents, and to do lists / reminders (a closer look at these follows).

Who is Doing This?

The small apps loosely joined concept is nothing new in the technical geek and productivity nerd community (as part of both tribes, i use the words geek and nerd lovingly), as well as for early adopters. These uses and patterns with small apps loosely joined started surfacing around ten years on the web and mobile devices, all interconnected to the internet.

We understand innovation and broad adoption can take quite some time, roughly 10 years for innovations and new ideas to take hold broadly. We are about 10 years into this way of working and interacting with information and applications, so it was not exactly a surprise to hear research (done in-house to better understand the mobile market) that 60 to 70 percent of military members and their families surveyed use more than one app for a task types. They used calendars, email, and weather as examples. I checked with others who do surveys of employees inside organizations if they were looking at the question and found that they were. Their responses were also in the 60 to 70 percent range for calendar, to do, and text apps on mobile devices.

So, while this small app loosely joined focus and obsession within technology and productivity communities has been more than a decade old, it is something that is now rather mainstream. Over the last five years or so, when I am traveling or in a dank gym for club basketball, I often ask people next to me what apps and services they like the most on the mobile devices that is in their hand. Their answers often surface apps related to tasks and workflows for a data type (calendar, document, etc.) and the person would qualify how and in which circumstances they use it. Quite often, the app did one or two things really well that others didn’t cover or did not do well in their perspective.

Why are People doing this?

There are a lot of reasons why people started embracing small apps loosely joined. The primary driver has been mobility and looking for small mobile or tablet apps that do a specific, needed task. Mobile and tablet uses often have quite different contexts for use, including a mix of creation and consumption, but the affordances and agency in these apps is a driver too. Having applications work across platforms is helpful, but it is more essential to have open file formats and standards that work with apps that can pick up the file and provide use on another device with the constraints and augmented capability mobile and tablets provide.

There are additional relevant benefits of the file formats and standards working across devices. The ability to easily share files with others with whom you are working or communicating is a great benefit, as the platform doesn’t matter, just the ability to grab an app (often inexpensive and sometimes free) to read and modify the file is key. Being able to easily share files leads to always having needed files accessible, as they can be kept of an internet directory (the kids, okay grown-ups, call this cloud storage).

The last benefit that is driving people to the world of small apps loosely joined is the value of non-proprietary files, which isn’t as hippy and give-it-to-the-man as it sounds–it’s really about ensuring that the files will work on any device with an application that handles that type of object. Having to keep two or three versions of the same software around so one can work across file differences, or open files in a different version of the software so it can be saved down into an older version, is silliness we can leave in the inefficient old days. Many of the file structures that are based on around text, including calendars, can be opened in any text application and read and edited there.

Where are People Doing This?

Most people (particularly outside the geeks) started down this path when smartphones and the modern class of tablets entered their lives. They looked for ways to replicate how they worked on laptops and desktops, but often the same apps weren’t there and they had to improvise. Word of mouth also spread ideas and options for getting things done. But, often people go exploring small, focused apps that are inexpensive or free to see what they do. The small targeted apps, often in the “does one thing well” class of app or small app that is does a few things simply and easily, have filled made it easy to try quite a few different apps to find something that works. People often find a few apps that fit into a workflow that targets a few small tasks to get things done while standing in line, stuck in traffic, or sitting at your desk waiting for one’s computer to finish updating and reboot.

As a result, often people find that this small focused app model helps them do the things they need to do, and it can be more efficient than digging around large cumbersome software. Often this can be more efficient as the person is not digging around large cumbersome software. Once this becomes a habit or a way of working on mobile, the expectation is that it should also work on the desktop / laptop as well. People look for similar apps and services that fit their more efficient workflows that started on their “devices that are too small and limited to do any real work on” and want that same type of focussed application where they “do their real work”.

This change is also being driven by more than just shifts in devices–people are trying apps and services in their personal life to help manage their schedules or work simultaneously with club or event organizers crafting an email or newsletter. Our personal lives used to trail our work lives as far as technology and services
augmenting what we do, but now what we’re doing in our personal lives has greatly surpassed the capabilities of many of our work offerings.

The Types of Apps that Often Fit the Bill

The starting place for many people who try a variety of apps on their mobile and tablet devices are weather, text, and calendar. We don’t modify weather apps as they are mostly just a display of provided content, but there are much variety among the offerings, such as <give a good, standard example> and DarkSky, which offers micro-location weather with how many minutes until precipitation starts or stops.

Text apps

Text apps is where many start seeing the concept and value of small apps loosely joined. People want something more than just simple notes application to jot ideas and sync them to other devices. They want to be able to read and do a little editing of text that they or others started writing on their “work” devices, all while standing in line or during other available moments that permeate our day. Soon this “little bit of editing” seems like it isn’t all that bad to do and they start picking up things they started writing elsewhere and knock out more on their mobile device or tablet. Or, they have an idea when they are not near their “work” device and start jotting a few notes in a text app, and soon it has turned into a couple or few paragraphs. The accessibility and convenience of these capabilities has switched on a lightbulb. Talking and comparing notes with friends and colleagues, they find there are apps that are not just simple text, but can add annotations for structure (headers and outlines), hooks for style (bold and italics), and more. This often leads to learning that some apps have more robust writing tools (dictionary, thesaurus, writing analytics, etc.). Those who write with a workflow of first getting ideas out of their head and then working with them to hone them are often most prone to the small apps loosely joined way of doing things. But, others also like the ease of just getting words and ideas out in one app, then editing elsewhere by just opening another app and grabbing the same text file from a cloud sync service or sharing between apps directly. These text apps, particularly when those that are markdown friendly, can take that initial text and turn it into a styled PDF, a Word doc, HTML to post, RTF (rich text format), or more.

Calendar apps

Calendars are another gateway drug, er application type, that leads to embracing the small apps loosely joined way of doing things. The calendar files are a set file type that is easy to move from app to app (except when working across platforms that have proprietary hooks that break compatibility). Smartphones and tables all come with calendar apps, but they rarely fit the full range of needs. Some people want a calendar to have a certain look or layout format that helps them see and evaluate their day, and there is an abundance of options on all platforms for visual display. But, the real gems are the small apps that shine with certain tasks like Fantastical does on Apple products with its natural language parsing that turns spoken words into an almost always bang-on calendar entry.

Other calendar apps start adding other intelligence and agency (applications doing things on our behalf to ease our work). Donna (rest her digital soul) was a favorite of mine for evaluating time between events and different modes of transport and calculating time to leave based on weather and traffic conditions (and if you were really stuck in a jam, it offered to help you get Uber). Donna was a gem for the space between meetings, but was an incredible help with coordinating kid pick-up and leave times related to their various events. Other apps that are helpful agents are Tempo (it came out of the same SRI lab as Siri), which is one of the fullest featured and most helpful calendar apps around. Tempo monitors your mail not only for events, but pulls the relevant emails, documents, location and contact information, and relevant transportation needs into one simple calendar entry–and all you had to do was place it on your calendar or say yes to an event invite. Tempo offers the ability to send an “I’m running late” notification to those with whom you are meeting, as well as the expected arrival time.

One the the interesting things about calendars in the small apps loosely joined set is that most of these class of apps do something else–they augment and clean-up the calendar entry. Say I open Tempo and it doesn’t recognize the location that is in the calendar entry - say it only has Ray’s Pizza in NYC (oh, you too have gone down this crazy path of meeting somebody at Ray’s Pizza in NYC only to later realize (not soon enough) that there are more than one and nearly a billion permutations of Ray’s, Ray’s Original, Original Ray’s, etc.)… so Tempo offers suggestions to sort out the exact location and then enters the address in the calendar file’s location field. Bingo! We have clarity, but not only does your calendar have clarity within Tempo, but in all other calendar apps that read that event file. Not only does Tempo do this, but other apps may also do this. We learn quickly the apps that don’t play well with others and hoard the clean up information (Mynd app has done this in the past, but it seems to be more friendly after its last update). Additionally, some apps give you the option as to which mapping and directions app you would like the calendar to open when you are actually on your way.

Email apps

One of the things that mobile and tablets reinforce is how painful email is in our lives (on both the work and personal sides). Being able to live in email and work with it easily in some managed way from a mobile device or tablet is critical. The small apps loosely joined concept really takes hold with email for many people. Some tools work as easy, light triage, such as Mailbox, to quickly filter through your email based on importance and time-relative needs. Also, some tools that manage attachments in email (or, more appropriately, files that would have been attachments, such as Hightail (formerly YouSendIt), which stores files and documents for your email to link to securely. The only requirement for most of the email apps is the email account must run on IMAP, which is pretty much the norm these days.

Photo apps

The quality of photos has improved drastically on many mobile devices and even tablets. This along with the adage, “the best camera is the one you have with you” (and most people always have their phone with them), has led to the reality that a lot of photos get taken on mobile devices and tablets. The photos are a common file type and there is an abundance of apps that can take a photo and modify it to improve its quality, add filters to change the look, add text, or turn into something that looks a lot like a watercolor painting. The photos can also be scanned and OCRed, as well as uploaded as a document and later searchable (as many do in Evernote.

Standards and Access

The key to many of the apps loosely joined use types mentioned (and the many not covered here) is that the files passed among apps follow a set or ad hoc standard. Text files that use Markdown (or Multi-Markdown that extends the capabilities to add footnote, tables, and more) are all human readable, but also any text app can read them and edit them. The file sizes are small, which is incredibly important for mobile devices and tablets in limited mobile bandwidth locations (be that Manhattan at 5:15 on any weekday or the outer suburbs of Accra).

Access to the files is the other important characteristic of small apps loosely joined. Working between apps may not require internet access, but working between devices that are not in bluetooth range, or sharing files to collaborate requires data access (most often through the internet). Small file size, which those of us working with mobile a long time know is still an essential for actually getting things done reliably.

Common Use Traits

These apps have a core set of functionality that stem from the capabilities of:

  • Viewing
  • Creating
  • Honing
  • Agency
  • Features / functionality augmentation

Viewing is a common characteristic of all the apps, but the ability to create is where the real difference in these apps start to have real value for people using these apps and working in a small apps loosely joined workflow. The small apps can also provide the ability to hone what has been done in another app or on another device. This honing may be editing or adding data or an element to improve use. Agents that look out for us and do work we would be having to do is quite helpful, particularly when they are getting to the near bulletproof reliability some are approaching these days. The features and functionality augmentation in apps really helps when working with light apps that are focused and easy to use. Adding grammar checks and tools that can improve our work or creations, much like we would at a laptop or desktop, have shifted many people to this small apps loosely joined life.

App Traits

There are a few core traits in these apps. First off, as mentioned, they work on open document types that are are commonly used as actual or de facto standards.

Another trait is the apps are light (a few features and functionality sets), focus on simplicity, and are easy to use. Mobile devices do not have the screen space for complicated or complex interfaces, and, in reality, given where and how these devices are used, the user’s full attention is not on the app or device. Good mobile and tablet designers and developers understand this limitation very well and understand just how far they can push the limited human constraints that come into play when interacting with the apps.

The last related trait is that the apps are focused. When listening to how people use and interact with their devices and apps, it is interesting how they understand and parse functionality that fits their needs across apps. With calendaring, some people love Fanstastical’s UI for display of the day’s and upcoming events, while other people love how easy it is to input information and create events from a chunk of copied, typed, or spoken text (and getting it right). It was interesting talking with other Donna calendar app users as many of us would open Donna to get just travel-related information and / or honing the address, then close it and open another calendar app for its different functionality. The apps do a few certain things really well and those that live in the small apps loosely joined workflow are quite fine with that.

Wrap-up

The small apps loosely joined workflow and expectation has moved from mobile devices to the laptop / desktop world. The small apps that were just on mobile devices are showing up on the more fully powered devices. The output created from these apps have supporting services on the web that can augment this practice much further. Many who work in small apps loosely joined have learned to like the focused task and mindfulness of that targeted approach–they get things done far more efficiently and are more productive more of the time, and, as a result, they can often get more uninterrupted time to focus on living life beyond devices and apps. The goal going in was just to get things done on the device I have with me, but it is not a bad benefit for those whom value it.


Shift Happened Series


Shift Happened - Part 1: More Productive Not Using Productivity Tools

by Thomas Vander Wal in , , , , , , , , , , , , ,


Over the past six months or so, I’ve been increasingly hearing from IT leaders in organizations who have been surprised by a shift in how people work digitally. The work patterns related to this shift are far from new and, in fact, are well over a decade old.

Nonetheless, some have been surprised by who, why, and how broadly and rapidly the change is happening. Those caught by surprise are often in IT departments, and they are surprised by the changing work patterns of sales, teleworkers, and others in the field and away from the office. Looking at these shifts in detail, how those who are surprised by these shifts came to be surprised isn’t so surprising.

Productivity Happened

Over the past 3 to 4 years, there has been a shift in how people work. Advancements in mobile devices and applications is part of it, but the prevalence of touch tablets has been a large contributor to the change. The light weight and ability use them for much of users’ daily work makes tablets a relatively good choice for those working on the road or away from the office. Initially, many thought that not having Microsoft Office was going to be a hinderance for tablet use, but that has not been the case.

But, the same time touch tablets were becoming a largely viable option, how and where information and knowledge work was happening shifted too. Work was increasingly happening in online services where text and data was entered into an online service, often one with collaborative or social functionality. The daily report was no longer a document completed in Word and then uploaded; it is now text that is entered in a service that connects colleagues and team members who do follow-on work with that input. The conversations happens around the information and the content shared initially can be edited, commented on, and linked to externally.

Those in the field may not be online all the time, but they are collecting notes and information throughout their day, often doing so in small, lightweight, text-focused apps. The small writing apps often have Markdown as their means to add structure (structure replaced style), including headers, bold, italics, bullets, links (to web pages, online spreadsheets, images, or other). Markdown isn’t new and many of the online services people are using have handled Markdown text for years. Up to this point, Markdown had mostly been in the geek domain, but now sales folks, admins, field workers, and other traditionally non-tech-centric workers are using it as well.

Frequent users say that the 6 to 8 regular Markdown annotations (such as heading levels, bold, italics, links, and pull quotes) were quick and easy to learn. MS Word has nearly 200 functions in its ribbons these days, but many people use only 15 to 20 of those, and most often use 6 to 10, for which they use keystrokes. Yes, the common 6 to 10 most used and easily found Word functions map to those provided within Markdown. Many text apps have buttons for Markdown for user convenience.

This shift to simplified text focus (that doesn’t require Microsoft Word) has delivered quite a few benefits. The first is that it is incredibly easy to share contents and files with anybody, as there are no “I have the wrong version of Word” or “I copied it into my document and my document is now a mess” problems. The files sizes are also lightweight and easy to email or upload, even in environments with network bandwidth constraints. Most of their work is going to be copied into text boxes in an online system anyway, or, if folks are working in a Word Document, it will likely be parsed and turned into plain text, rich text, or HTML (things Markdown-related tools easily output as alternate options).

But, of all these small benefits, the largest is the increase in productivity. Many of those working in this manner, mostly because they were on devices that didn’t have Microsoft Word, found they were “far more productive outside their old productivity tools.” Nearly every person I have talked with who has watched this shift happen has uttered this statement or something very similar about productivity. Workers are no longer battling their tools (Office / Word), but are simply producing.

Shift Sneaks Up When You are Headsdown Building Past Models

Without exception, every person in IT who has tracked me down to have this discussion (with the aim of finding out if they are alone and how to start thinking about it), is coming out of a very long SharePoint implementation. They were heads down on their (initially) 2 to 4 month Sharepoint project, that ended up being an order of magnitude longer, more expensive, and larger in scale and scope than expected, so they didn’t see this shift happening.

Often, these folks in IT were pointed in my direction by someone in a different division within the organization who I talked with or worked with on collaborative and social working projects to support their needs. These systems and services provide the text boxes into which their workers were pasting text from their tablet text-writing apps. Their work and work models shifted drastically while IT was heavily focused on a solution that wasn’t solving needs for large portions of the organization.

IT really wasn’t aware of this shift until they went to renew their Microsoft Office licenses and were being moved to Office 365, which seemed like it was going to meet the online working needs of the systems they had been asked to deliver years back. What IT was not expecting was that 25% to 40% (or, as I have been hearing over the past couple weeks, 60%) of their workers, many of whom are working out in the field or virtually, refuse to go back to using Office (often voicing this refusal loudly and strongly). IT found they had paid for seats that wouldn’t be used, an incredibly expensive proposition. Office 365 can be justifiable to many when it is being used, but to sit unused is another story. The senior IT folks have been saying their percentage of workers shifting to this new (Office-free) model is going up by 2% each month, as means of working more easily and efficiently in other ways spreads (e.g. 25% in April 2013 to 27% in May 2013).

More Productive Not Using Productivity Tools

This big shift relates to the fact that traditional productivity tools weren’t based on efficient productivity. Most standard productivity tools grew from a paper-based model and world moved to the digital world. As work has largely changed from passing documents around to posting and working on content in more open collaborative and group environments that align with what our modern work has became, the model of a “doc” disappeared. The document as an object was the focus of the “system of record,” but now, in a “systems of engagement” model, focus is on the milestones met and status marker activities in the online collaborative, collective, and team (including group / community / network) interaction systems.

Tools that got in the way of productivity and didn’t meet needs as people began to work more interactively in digital-focused and digital-appropriate environments are no longer the default tools of choice. We are working a little more like humans interact naturally and having technology adapt to these ways of working, rather than making humans learn a lot about how to adapt to traditional technology to do their work.


Shift Happened Series


Broken Decade Precedes It Works Decade

by Thomas Vander Wal in , , , ,


I had long forgotten this Carl Steadman response to Michael Sippy's "Just One Question - What do you want for Christmas", but the response from 1997 is fantastic and frames the 1990s as the broken decade. (I'll wait for you to go read it)

I'm not so sure that Carl's broken decade got better in the first half of the 2000 decade, but it really started to. We are much farther along now. Our consumer world started to improve quite a bit and slowly business systems and services are slowly improving. The initial part of Carl's rant focusses on the number of steps to get something going. Once it is working the steps are still clunky.

Carl gets in a great rant about time and how broken it was in the 90s within technology (calendaring and syncing is still a beast and likely to for a bit longer - you understand the problem sets and pain points if you have ever tried to build syncing). With calendaring and its related activities we now have Tempo, which is freakishly close to the next step scenario I used in many of the Come to Me Web presentations and Personal InfoCloud presentations from 2003 through 2007 (I've been getting requests to represent them as this is what more and more developers and designers are dealing with today and need to have a better foundation to think through them). There was an internal Yahoo presentation (and follow on day of deep discussions and conversations) with a version of the Personal InfoCloud and Come to me Web flow that is nearly identical to the Tempo app video scenario and ones spelled out in Robert Scoble's interview with Tempo CEO, which is utterly awesome that it is getting built out some 10 years later (we had the technology and tools to do this in 2004 and beyond).

Carl's rant gets worn away over time though consumer devices, services, and applications. The refocus on ease of use and particularly the use through mobile, which requires a very different way of thinking and considering things. It thinking through design, the dependancies, and real user needs (all while keeping in mind the attention issues, screen size, networking, and device limitations). The past couple years mobile finally caught on with mainstream users and people doing real work on the mobile and tablets - Box 40% mobile access of files stored there over the last couple years. Many other business vendors have had mobile use rates of their services from mobile over the past two years. When talking to users they opt for mobile solutions over their full enterprise tools as they are much easier to use, which quickly translates into getting more work done. As Bernd Christiansen of Citrix stated in an onstage interview the employee's most productive part of the day is often the walk from their car to the front door of the office working on their mobile devices.

This world is not fully better and fully easy to use from the days of Carl's rant, but it is getting better. We still have quite a ways to go.


On Fire with Social Progressions

by Thomas Vander Wal in , , , , , , , , ,


When talking with organizations about social tools and logical social flows for information from ideas all the way to formal outcomes (white papers, process docs, product enhancement requirement documents, etc.) there have always been stated steps. Some of these steps have different incarnations and labels, depending on how things are done conventionally. But, there is a usual natural progression of how these flow that is rather common and universal across organization types (formal or not).

To these progression points there are classes/types of tools or services that map well to these, but very rarely is it one tool/service set crosses these, but whether it is all tools/services under one umbrella application or distinctly different instances, they really should be linked and integrated as seamlessly as possible.

The steps in the social progression are as follow:

Personal

The first step or home base, is more of a state for beginning, is the the personal space and repository. Sadly, this is the ugly step child that is very often missed in many tools/service offerings. The place were a person has a view of their resources, which is mapped in their context and needed representations to make sense with the least effort. This is the view with things they need to see surface (from their perspective and from others) and from where they jump to interacting with information, objects, tasks, and others.

Sparks (Ideas Shared)

Match spark photo by Flickr user SeRVe61 The first step often comes from asking questions simply and easily and quick easy responses, or sharing quick notes and ideas that get feedback and interest. Many times this is done efficiently in micro sharing services like similar to Twitter but with a grasp of needs organizations have (Socialtext Signals or Socialcast are solid options to consider). But, other options, including blogs and discussion forums have the capability of doing this as well.

With sparks of ideas they need to have the ability to be found so to be responded to, aggregated, or even shared to ensure the right people see them and can interact. There is a wide breadth of types of things that flow through micro sharing services, but many will resonate, inform, or inspire others. But, quite often they get solid conversations flowing across a broad cross section of people and locations.

Campfire (Gathering of Others with Interest)

Campfire From the spark of inspiration many others with interest or affinity gather to discuss and the spark turns into a campfire. Stories are told and fuel is added to the fire. Honing of the ideas and gather inspiration, information, and content from broad sources and view is then curated and honed to some degree.

The tools needed for the campfire stage must allow from much broader conversation than the limited spark stage. Limiting the room around the campfire to those with strong interest and affinity helps keep the focus, but also these people will likely have the deepest reserves of fodder for the conversation and a wide variety of perspectives and resources they can tap ready at hand. Longer conversation and curating all that is gathers are the prime focus. Curation through tagging is often incredibly helpful (being able to tag so to aggregate and curate ideas from the sparks stage is highly important).

Bonfire (Broader Interest Gathering)

Bonfire Once the ideas have been fleshed out and framed to some degree and curated to control scope the discussion turns into a bonfire. Bonfires, while much larger still need to be controlled and maintained or they get out of control and things get dangerous. At this stage broad viewing for healthy feedback and discussion, including highlighting things that have been missed, what works well, what doesn't work well, etc. are the key focus. This is the time to get understanding and direction that hones and shapes everything that is possible. It is also used to add to what has been gathered and curated in the campfire stage so to iterate on it.

Torch (Honing for Broad Use & Replication)

Olympic torch photo taken by Flickr user bakanoodle Lastly, is the torch stage. This is easy to handle, easy to replicate, and is safe. This requires Real Collaboration to work through the conflicting ideas and negotiate as well as intelligently work toward one final output. These final outputs can be white papers, new processes, new guidelines, new products, etc. But, the point is there is one (just like artists collaborating on a statue there is only one statue, not many and all through differences have been worked through to one salient solution).


SharePoint 2007: Gateway Drug to Enterprise Social Tools

by Thomas Vander Wal in , , , , , , , , ,


Overview

The last couple of years I have had many conversations with a broad selection of mid-sized to large organizations. Some of these are customers of mine or potential customers while others are conversations I have had, but all having the similar discussion about social tools in the enterprise. What follows is a collection of snippets from those conversations regarding Microsoft SharePoint 2007, most are not publicly attributed as they were not intended to be “on the record”.

One common element from all of the discussions is the frustration nearly all of these organization have with their experience with Microsoft SharePoint 2007. The comments are based on those spending one month to a year with the tool (the six month to one year club with tools offer best insight).

SharePoint does some things rather well, but it is not a great tool (or even passable tool) for broad social interaction inside enterprise related to the focus of Enterprise 2.0. SharePoint works well for organization prescribed groups that live in hierarchies and are focussed on strict processes and defined sign-offs. Most organization have a need for a tool that does what SharePoint does well.

This older, prescribed category of enterprise tool needs is where we have been in the past, but this is not where organizations are moving to and trying to get to with Enterprise 2.0 mindsets and tools. The new approach is toward embracing the shift toward horizontal organizations, open sharing, self-organizing groups around subjects that matter to individuals as well as the organization. These new approaches are filling gaps that have long existed and need resolution.

Broad Footprint

What SharePoint 2007 Does Well

Microsoft SharePoint 2007 seems to be in every enterprise I talk to, at least somewhere. It is used if a variety of different ways. When SharePoint is included with addition of Microsoft Office Online (MOSS) is a helpful addition for simple use of these older prescribed methods. MOSS is also good at finalizing documents that are the result of a collective, to group, to collaboration knowledge work process. MOSS and SharePoint are not great at anything but the last step of formalizing the document for distribution in another workflow.

A recent report from AIIM that was written-up by CMS Wire in “Study Finds SharePoint Primarily Used for File Sharing” states “47% use it primarily for file sharing (and/or as an internal Portal 47%)”.

How Did We Get Here?

There is one common point I have heard with nearly every company I have talked with over the last couple years, MS SharePoint 2007 is nearly ubiquitous in deployment. Nearly every organization has deployed SharePoint in some form or another. Many organization have tested it or have only deployed pieces of it. The AIIM survey reported by CMS Wire states: “83% currently use, or planning to use, SharePoint”.

Organizations either sent their IT out for training on SharePoint 2007 and/or brought in consultants to help build an implementation that fit their requirements. Most of the requirements IT departments started with were rather thinly informed, as they have nearly all stated after using SharePoint for a month, most realize after six months or so, their requirements are vastly different than what their initial requirements were, as they have learned more deeply about social tools in the enterprise.

Many who deployed SharePoint, thought it was going to be the bridge that delivered Enterprise 2.0 and a solid platform for social tools in the enterprise is summed up statement, “We went from 5 silos in our organization to hundreds in a month after deploying SharePoint”. They continue, “There is great information being shared and flowing into the system, but we don’t know it exists, nor can we easily share it, nor do much of anything with that information.” I heard this from an organization about 2 years ago in a private meeting and have been hearing near similar statements since. This is completely counter to the Enterprise 2.0 hopes and wishes they had for SharePoint. They were of the mindset that open sharing & having the organization and individuals benefit from a social platform.

MS Marketing’s Promise

The Microsoft marketing people seem to have performed their usual, extend what the product can do to the edges of its capabilities (and occasionally beyond) to map to customer stated desires. In 2006 and 2007 the advent of social computing on the web (Web 2.0) had entered the hormone raging stage gathering attention in boardrooms and IT departments who had been playing around with the ideas of bringing these tools inside the firewall in an official manner. The desire for social software to be part of the enterprise was an interest and desire.

The Microsoft marketing materials they focus on “collaboration and social computing”, which is more of a document management and workflow process tool that they put the more fashionable moniker on. But, it is this Microsoft marketing that engendered many organizations to the idea of the value and promise of social computing inside the firewall and Enterprise 2.0. Microsoft’s marketing legitimized the marketplace, but in typical Microsoft form did not exactly deliver on the promise of marketing.

Part of the promise of SharePoint is a malleable platform, which many developers who work across platforms complain is one of the least malleable and easy to develop on platforms. There are many constraints built into SharePoint and developers for SharePoint are not cheap. Development cycles for SharePoint as said to be about one third to half longer than most other options. At the Enterprise 2.0 Conference this past Summer in Boston, Lockheed Martin had a session demonstrating what they had built on top of SharePoint and it was quite impressive. But when asked about costs and resources, they said: “It took about one year, 40 FTE, and 1 to 5 million U. S. dollars. Very few organizations have those type of resources with availability to take on that task.

What Microsoft marketing did well was sell the value that social tools bring into the enterprise. They put the ideas in the minds of those building requirements (at a minimum to be included in pilot programs) as well as the values derived from using this new generation of social software inside an organization.

Multiple Micro-silos

At various conferences, across many industries, I have spoken at I have been asked to sit in on the SharePoint sessions, which turn into something like group therapy sessions (akin to group therapy in the first Bob Newhart show). There is much frustration and anger being shared as people try to resolve how to share information between groups and easily merge and openly share information once it has been vetted. These groups consistently talk about going directly to their Microsoft support & SharePoint Experts with these problems only to be told it is doable, but far from easy and may break some other things. Finding relevant information or even the inkling that something is happening in some group is nearly impossible. The promise of setting up ad hoc open groups by employees across silos is nearly impossible with out getting authorization.

Information Locked

One of the largest complaints is the information is locked in SharePoint micro-silos and it is nearly impossible to easily reuse that information and share it. Not only is the information difficult to get at by people desiring to collaborate outside the group or across groups, but it is not easily unlocked so that it can benefit from found in search. The Microsoft SharePoint model is one that starts with things locked down (focussed on hierarchies) then opens up, but unlocking is nowhere near as easy a task as it should be.

SharePoint Roadmap Marginalized Over Time

Where do people turn that have gone down the SharePoint route? Well most start by adding solid functionality they had thought SharePoint was going to provide or wished it had. SharePoint has acknowledged some of this weaknesses and has embraced outside vendors that make far superior products to plugin as components.

Some common social tool plug-ins to SharePoint are Socialtext, Atlassian Confluence, and Connectbeam (among with many others). Then there are those who build on top of Sharepoint, like Telligent and News Gator Social Sites. While others are more prone to full platforms that deliver much of the functionality out of the box, like Jive Clearspace.

Plug-ins Extending Functionality to SharePoint

Microsoft makes great promises, or hints at them in its marketing materials for SharePoint along the lines of social software in the enterprise. The first step many organizations take with SharePoint after realizing it does not easily, or even with an abundance of effort, do the expected social software components is to start getting solid proven services and start plugging them in. Many tool makers have taken their great products an made it quite easy to plug them into the SharePoint platform. Want a great wiki tool, not the horrible wiki “template”, then Confluence or Socialtext is added. Need a great social tagging/bookmarking tool that ties into search (this starts enabling finding the good information in SharePoint’s micro-silos), then Connectbeam is added.

This list goes on with what can be plugged-in to Sharepoint to extend it into being something it hints strongly it is quite capable of doing. What one ends up with is a quite capable solution, but built on top of one of the more pricy enterprise platforms. In most cases the cost of all the plug-ins together is less than the cost of SharePoint. It is from this point that many organizations realize all of these add-ins work wonderfully with out SharePoint (however, getting all of them to work together as easy plug-ins to each other is not always easy).

Full-Suites On Top of SharePoint

Another option that organizations take is to move in the direction of putting a fully functional social platform on top of SharePoint. Tools like Telligent and NewsGator Social Sites. These are options for those who find value in what SharePoint offers and does well (but and therefore getting rid of it is not an option), but want ease of development and a lower cost of development than is the norm for SharePoint. These full-suites also provide the ease of not having to deal with working through plugging together various different best of bread solutions (this really reminds me of the path content management systems went down, which was less than optimal).

Not only is the Lockheed Martin example of building on top of SharePoint an example of expense of that platform, but the recent AIIM survey surfaces high cost of development as a rather common understanding:

“Another area of interest is the required effort to customize SharePoint and integration other third-party solutions. In this case, 50% of survey respondents indicated custom solutions required more effort than expected (33% “somewhat more” and 17% “much more”). The integration challenges focused on a lack of training/documentation and integration with non-Microsoft based repositories and existing applications.” From CMS Wire: Study Finds SharePoint Primarily Used for File Sharing.

Fully Replacing SharePoint

There is a third option I have been running into the last year or less, which is removing SharePoint from the organization completely. I know of two extremely large organizations that are removing SharePoint from their organization this year (once these organizations are public with this I can be). The reasoning is cost and under performing as a social platform and what is does well is easily replaced with other solutions as well. In one instance I know the people who brought in SharePoint are being let go as well as the whole team of developers supporting it. I am hearing business operations looking into having their IT department find something that is meets their needs and were promised by IT that SharePoint was that solution. This was echoed by Lee Bryant via Twitter [http://twitter.com/leebryant/status/1099413469]: “[…]problem is many IT depts just don’t care - it is a simple ‘solution’ for them, not their users”

When removing SharePoint some organizations are going the piece by piece approach and stitching together best of breed or are going the route of full-service social platform, like Jive Clearspace. The cost per users of such solutions is less, the time to install to up-and-running fully is reportedly a about a third and maintenance staffing is also reportedly lower.

SharePoint is not Enterprise 2.0

What is clear out of all of this is SharePoint has value, but it is not a viable platform to be considered for when thinking of enterprise 2.0. SharePoint only is viable as a cog of a much larger implementation with higher costs.

It is also very clear Microsoft’s marketing is to be commended for seeding the enterprise world of the value of social software platform in the enterprise and the real value it can bring. Ironically, or maybe true to form, Microsoft’s product does not live up to their marketing, but it has helped to greatly enhance the marketplace for products that actually do live up to the hype and deliver even more value.


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

by Thomas Vander Wal in , , , , , , , , ,


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

by Thomas Vander Wal in , , , , , , , , , , , , , , ,


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

Enterprise Social Tool: Components for Success 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.


Getting Info into the Field with Extension

by Thomas Vander Wal in , , , , , , , , , , , , , ,


This week I was down in Raleigh, North Carolina to speak at National Extension Technology Conference (NETC) 2008, which is for the people running the web and technology components for what used to be the agricultural extension of state universities, but now includes much more. This was a great conference to connect with people trying to bring education, information, and knowledge services to all communities, including those in rural areas where only have dial-up connectivity to get internet access. The subject matter presented is very familiar to many other conferences I attend and present at, but with a slightly different twist, they focus on ease of use and access to information for everybody and not just the relatively early adopters. The real values of light easy to use interfaces that are clear to understand, well structured, easy to load, and include affordance in the initial design consideration is essential.

I sat in on a few sessions, so to help tie my presentation to the audience, but also listen to interest and problems as they compare to the organizations I normally talk to and work with (mid-size member organizations up to very large global enterprise). I sat in on a MOSS discussion. This discussion about Sharepoint was indiscernible from any other type of organization around getting it to work well, licensing, and really clumsy as well as restrictive sociality. The discussion about the templates for different types of interface (blogs and wikis) were the same as they they do not really do or act like the template names. The group seemed to have less frustration with the wiki template, although admitted it was far less than perfect, it did work to some degree with the blog template was a failure (I normally hear both are less than useful and only resemble the tools in name not use). [This still has me thinking Sharepoint is like the entry drug for social software in organizations, it looks and sounds right and cool, but is lacking the desired kick.]

I also sat down with the project leads and developers of an eXtension wide tool that is really interesting to me. It serves the eXtension community and they are really uncoupling the guts of the web tools to ease greater access to relevant information. This flattening of the structures and new ways of accessing information is already proving beneficial to them, but it also has brought up the potential to improve ease some of the transition for those new to the tools. I was able to provide feedback that should provide a good next step. I am looking forward to see that tool and the feedback in the next three to six months as it has incredible potential to ease information use into the hands that really need it. It will also be a good example for how other organizations can benefit from similar approaches.


Explaining the Granular Social Network

by Thomas Vander Wal in , , , , , , , , ,


This post on Granular Social Networks has been years in the making and is a follow-up to one I previously made in January 2005 on Granular Social Networks as a concept I had been presenting and talking about for quite some time at that point. In the past few years it has floated in and out of my presentations, but is quite often mentioned when the problems of much of the current social networking ideology comes up. Most of the social networking tools and services assume we are broadline friends with people we connect to, even when we are just "contacts" or other less than "friend" labels. The interest we have in others (and others in us) is rarely 100 percent and even rarer is that this 100 percent interest and appreciation is equal in both directions (I have yet to run across this in any pairing of people, but I am open to the option that it exists somewhere).

Social Tools Need to Embrace Granularity

What we have is partial likes in others and their interests and offerings. Our social tools have yet to grasp this and the few that do have only taken small steps to get there (I am rather impressed with Jaiku and their granular listening capability for their feed aggregation, which should be the starting point for all feed aggregators). Part of grasping the problem is a lack of quickly understanding the complexity, which leads to deconstructing and getting to two variables: 1) people (their identities online and their personas on various services) and 2) interests. These two elements and their combinations can (hopefully) be seen in the quick annotated video of one of my slides I have been using in presentations and workshops lately.

Showing Granular Social Network

                Granular Social Network from Thomas Vander Wal on Vimeo.

The Granular Social Network begins with one person, lets take the self, and the various interest we have. In the example I am using just five elements of interest (work, music, movies, food, and biking). These are interest we have and share information about that we create or find. This sharing may be on one service or across many services and digital environments. The interests are taken as a whole as they make up our interests (most of us have more interests than five and we have various degrees of interest, but I am leaving that out for the sake of simplicity).

Connections with Others

Our digital social lives contain our interests, but as it is social it contains other people who are our contacts (friends is presumptive and gets in the way of understanding). These contacts have and share some interests in common with us. But, rarely do the share all of the same interest, let alone share the same perspective on these interests.

Mapping Interests with Contacts

But, we see when we map the interests across just six contacts that this lack of fully compatible interests makes things a wee bit more complicated than just a simple broadline friend. Even Facebook and their touted social graph does not come close to grasping this granularity as it is still a clumsy tool for sharing, finding, claiming, and capturing this granularity. If we think about trying a new service that we enjoy around music we can not easily group and capture then try to identify the people we are connected to on that new service from a service like Facebook, but using another service focussed on that interest area it could be a little easier.

When we start mapping our own interest back to the interest that other have quickly see that it is even more complicated. We may not have the same reciprocal interest in the same thing or same perception or context as the people we connect to. I illustrate with the first contact in yellow that we have interest in what they share about work or their interest in work, even though they are not stating or sharing that information publicly or even in selective social means. We may e-mail, chat in IM or talk face to face about work and would like to work with them in some manner. We want to follow what they share and share with them in a closer manner and that is what this visual relationship intends to mean. As we move across the connections we see that the reciprocal relationships are not always consistent. We do not always want to listen to all those who are sharing things, with use or the social collective in a service or even across services.

Focus On One Interest

Taking the complexity and noise out of the visualization the focus is placed on just music. We can easily see that there are four of our six contacts that have interest in music and are sharing their interest out. But, for various reasons we only have interests in what two of the four contacts share out. This relationship is not capturing what interest our contacts have in what we are sharing, it only captures what they share out.

Moving Social Connections Forward

Grasping this as a relatively simple representation of Granular Social Networks allows for us to begin to think about the social tools we are building. They need to start accounting for our granular interests. The Facebook groups as well as listserves and other group lists need to grasp the nature of individuals interests and provide the means to explicitly or implicitly start to understand and use these as filter options over time. When we are discussing portable social networks this understanding has be understood and the move toward embracing this understanding taken forward and enabled in the tools we build. The portable social network as well as social graph begin to have a really good value when the who is tied with what and why of interest. We are not there yet and I have rarely seen or heard these elements mentioned in the discussions.

One area of social tools where I see this value beginning to surface in through tagging for individuals to start to state (personally I see this as a private or closed declaration that only the person tagging see with the option of sharing with the person being tagged, or at least have this capability) the reasons for interest. But, when I look at tools like Last.fm I am not seeing this really taking off and I hear people talking about not fully understanding tagging as as it sometimes narrows the interest too narrowly. It is all an area for exploration and growth in understanding, but digital social tools, for them to have more value for following and filtering the flows in more manageable ways need to more in grasping this more granular understanding of social interaction between people in a digital space.


Pffft! Social Graph, We Need the Portable Social Network

by Thomas Vander Wal in , , , , , , , ,


In reading Alex Rudloff's "Privacy as Currancy" post I had two thoughts reoccur: 1) privacy is a currency back by trust; and 2) Pfffft! Social graph? Where is my Portable Social Network?

I agree with what Alex stated about wanting to move out of Facebook as my trust in them is gone completely (mostly driven by even though they apologized (poorly) Facebook still receives trackings of all your travels on the internet after you opt out, Om Malik's Zuckerberg's Mea Culp, Not Enough, and Brian Oberkirk's Facebook Harder to Shake than the Columbia Record Tape Club (a great read on the hurdles of really getting out of Facebook)). I will likely blog about the relationship between privacy and trust in another post in the not too distant future, as I have been talking about it in recent presentations on Social Software (Going Social and Putting Users First).

The Dire Need for Portable Social Networks

When Alex states:

Beacon had me so freaked out that I walked through what would happen if I simply removed my account (my natural, gut reaction). The fact is, I'd lose contact with a lot of people instantly. There's no easy way for me to take my data out and apply it somewhere else. There is no friend export and there isn't anywhere suitable for me to go.

I think we need portable social networks (or Social Network Portability as it is also known) before we need the social graph. Part of the interest in the social graph (mapping the relationships) is based on Facebook, but Facebook is a really poor interface for this information, it has some of the connections, some of the context, but it is not granular and does not measure strength (strong or weak ties) of relationships on a contextual and/or a preferential interest level. This social graph does little to help us move from one social software service to another other than to show a linkage.

There are strong reasons for wanting and needing the Portable Social Network. One is it makes it easy to drop into a new social software service and try it with social interactions with people whom we are already having social interactions. Whilst this is good it is also really important if something tragic or dire happens with a social software service we are already using, such as it is shut down, it is no longer performing for us, or it has given us a reason to leave through loss of trust. As I noted in the past (Following Friends Across Walled Gardens") leaving social software services is nothing new (even predates people leaving Delphi for Prodigy and Prodigy for AOL, etc.), but we still are not ready for this seemingly natural progression of moving house from one walled off social platform for another.

The Call for Action for Portable Social Network is Now

I am finding many of my friends have put their Facebook account on in hibernation (Facebook calls it &#quot;deactivation") and many have started taking the painful steps of really getting all of their information out of Facebook and planning to never go back. My friends have not sorted out what robust social software platform they will surface on next (many are still using Flickr, Twitter, Pownce, Tumblr and/or other options along with their personal blogs), but they would like to hold on to the digital statements of social relationship they made in Facebook and be able to drop those into some other service or platform easily.

One option could a just having a Smart Address Book or as Tim O'Reilly states Address Book 2.0. I believe that this should be a tool/service should have the relationships private and that privacy is controlled by the individual that owns the address book, possibly even accounting for the privacy request of the person whose address is in the address book. But, this is one option of many.

The big thing is we need Portable Social Networks now! This is not a far off in the future need it is a need of today.


Can Facebook Change Its DNA?

by Thomas Vander Wal in , , , , , , , ,


The posting on Facebook for Business or LinkedIn Gets More Valuable received a lot of feedback and discussion. The e-mail discussions has urged me to post about the Facebook DNA and why it will be tough to transition Facebook into a really valuable tool for business without changing the services to a great degree. A social platform like Facebook is desperately needed for business, within enterprise, and organization that have information flows between the people interested in or that are members of an organization. The platform for this type of community has slightly different needs that Facebook does not provide.

Facebook and Its Initial User-base

It is not secret that Facebook started as a services that was by and for students and members of a university setting. The focus was connecting to people you have run across or will run across as friends, acquaintances from social events, or classmates. The services is quite conversational and does a decent job pulling together a person's shared digital lifestream (many others have done this for years and do it much better, Jaiku (now owned by Google) is one example of a much better approach).

Facebook as a service tended to focus on the current conversation as students largely are focussed on the now or short-time frame planning, e.g. it is Tuesday and what are people doing on Thursday through the weekend or who is going skiing this weekend and putting together a carpool. The time span of conversation and interest is etherial and Facebook very much reflects the short term nature of conversation. The focus is also students in networks framed as campuses, which enables this Local InfoCloud of familiarity to be used for memory, which is not needed in the service. This means if I see something in Facebook, say a good restaurant for a special date night, I can track down the person who suggested the restaurant or tap friends in the network (on campus) to recall the restaurant. This foundation of building a digital space for people in a common physical network does not need strong search or capability to hold-on to information that may have future value.

The reliance on building a digital services that replicates the frailties of physical communication (all hallway, classroom, or party conversation is lost to the ether and is reliant of human memory) is problematic when the people using the service are physically distributed.

Future Information Value

Facebook's largest failure is the lack of using digital conversation for the great value digital conversation provides, which is capturing conversation and information. This capturing of digital conversation has great value as the information that is shared often has much greater future value than current value. Take the same restaurant example from before, when a friend recommends a restaurant I may not have a need for that romantic restaurant now, but I most likely may need that information at sometime in the future. There are two things that I can do with that information: 1) Know the information is in the service and can search for it at a later time ("restaurant" and "romantic" in search, which may also find others have made the same recommendation); or 2) Mark the information in some manner for my ease of refinding (flag, favorite, or bookmark it with annotation from my perspective and context).

The Challenge Facebook has Changing

Making this shift in Facebook will be a huge challenge, not for the developers or technology (although Facebook has not modified its interface to handle the scaling of information flows of applications or increase in traffic, but that is another real problem that needs addressing) as they seem capable to make the minor technology changes that would be needed to use the service for improved search or holding onto information. The big pain point will be making a change that is counter to the understanding and use of those who still make up the core of its use-base, university students. When Facebook opened its doors beyond university students it created panic (well deserved) as their closed society was open to all viewers. The difficulty in holding on to information and searching through the services did not keep people from finding party photos or profiles that were meant for just friends and not future employers or others outside their immediate network. A large number of people left, or more accurately stopped using the service as much as they did (after removing the potentially problematic images and content).

There is an incredible mass of information in Facebook, most of it nearly impossible to find and hold onto at this point. Many of the people who have used the service have relied on this obscurity to keep from removing the (at the moment funny, ironic, humorous, or even not fully informed) statements made on walls, groups, status updates, and other places. Changing the core platform to create value for the people using the service as a digital information platform, that is similar to what is expected outside Facebook could have dire repercussions for Facebook as a service. But, not making these changes makes Facebook a really poor platform for business and knowledge sharing.

Valuable Lesson in Foundations

Having build many web base services, intranet, and networked services over the many years I have been doing this it continually comes back to the initial foundations are the ones that are hardest to shake. The initial people using a service shape it for the future and the initial technology decisions of a service often are the ones that are hardest to change. This change is difficult as the practices are socially ingrained into the understanding of the mores of the system and the social interactions are predicated on these understandings. All design and all interaction aspects of systems are political and drive people's motivation for use as they set the rules and social scripts for interaction. The components are not intentionally political, but they have do trigger reaction and alter motivations no mate how slightly. Not only does the medium have a message, but how the services works or does not work has a message that triggers a response for if and how it is used.