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Continuing the conversation with Michael Sampson regarding our PGC white paper

A few weeks ago Michael Sampson posted some thoughts on our recent white paper on persistent group chat. I thought he had some great points and I wanted to respond and continue the discussion….

A unifying client like Parlano's MindAlign is indeed one way of adding an activity-oriented layer across other tools (p.5, p.9). It isn't the only one, and vendors of alternative tools could probably make a case for why their offerings perform a similar unification role. The key point is that a team should have one technology that becomes the central place for coordination and communication; scattering it across multiple tools is counter-productive and productivity-diminishing.

We do make the point that persistent group chat is not the only approach that is an improvement over the status quo, and I agree that the ultimate solution has to provide the "best of all worlds". However, I am not convinced that a single unified client is the right answer or a practical goal any time soon. The way that a user accesses information on a regular basis depends on the type of information being accessed and how that information fits into a users daily "workflow". For example, IM clients don't work well in a browser because a user's presence would be affected when they leave that page (browser based IM is a good stopgap but not great for day-to-day usage). Yet, browser-based document repositories are practically mandatory. I think the real key is interoperation, and where possible, integration. Applications should share presence, launch other applications while retaining context, not duplicate functionality, not supplicate document stores, etc. But this does not need a single client for *all* forms of collaboration.

I think it is too simplistic to argue, on the one hand, that because email users must wade through messages of questionable value, that merely pre-organizing messages into an orderly collection of channels will resolve the issue (eg, bottom of p.6). People will still have to go through the history of what was said, and some of those contributions will be of questionable value too. The change in tool may force people to speak more to the point and increase their communications clarity, but it equally may not. As I've said before, you can't base technology decisions on the assumption of perfect usage.

Yes, it is true that channels (chat rooms) do not eliminate the need for reading past messages. And in fact, in my experience group chat results in more messages to read because people share more information (a good thing). The key is that group chat makes it easy to focus on a topic and read/participate without having to spend extra effort managing the message flow just to get what you want. Persistent group chat focuses the effort instead of requiring a user to manage a sequentially growing inbox of messages with many topics, interspersed with SPAM and non-urgent messages, and whose message bodies all contain free-form threads (thus requiring a user to find and read every email on the topic, including duplicate messages just to make sure they don't miss something).

The point is, when it is easier for a user to focus on the topics that are important to him/her, the communication is better, more productive, and in many cases more complete.

Just because organizations may not archive email and IM messages today, there is technology available to make that happen -- eg, Quest's Archive Manager for email, others for IM (p.6). *If* email and IM are archived and made "full-text searchable by the current and future members of a group", then Parlano's value differentiation is reduced.

It is important to distinguish between archiving and making information searchable in the context of day-to-day activity. There are archiving solutions on the market for email and IM but they are generally used for future audits or for accountability purposes, not as a way for a group to view past group discussions. In fact, email and IM archive solutions are typically single-user archive… meaning that "I" can request a lookup of a previous email or IM but it is not group-accessible. That is a very different use case than having ongoing group discussions on business-critical topics that are available to all current and future users to re-read at any time.

The argument in this paper for "what's beyond the inbox? ... a combination of [many technologies" is similar to the arguments I put forward in my August 2004 paper on Collaboration Software Clients. I haven't written Part 2 yet, but I still believe that the best attributes of the various tools need to be re-integrated into a new universal / unified client.

As I mentioned above, I am not convinced a universal client is practical or really the best approach. However, I would agree that as an industry we are a long way away from the level of integration, interoperability, and non-duplication that we need to see. Building MindAlign 2007 on a SIP/SIMPLE platform is very exciting because of the possibilities in provides. But, there are more exciting developments to come!

Why does the text on p.11 speak to "cross-functional conversations" and yet the image of the MindAlign client show those conversations organized by functional unit? Surely if they were cross-functional and activity-centric, the activity would be the organizing item?

Great point. The reason is that when we refer to cross-functional conversations we are referring to the ability to have cross-functional teams participate in the ongoing dialogue. What we find however is that usually a dialogue is "owned" by one team or functional group. That said, how they are organized in the channel dock is totally up to the individual… the folder structure is user-configurable and not dictated by the organization. This allows users to organize information flows in the way that is best for them and is an important aspect of the user experience. Typically no two users organize their folders the same way. The combination of allowing a user to manage their own folder structure while also creating intelligent filters that monitor channels across folders are critical elements to helping a user be more productive and more engaged in group conversation.

From p.6, "Persistent group chat lets organizations deploy thousands of business-class discussions" ... yes, indeed it does. But what's the difference between "thousands" of Notes applications, or "thousands" of SharePoint sites? From an information management perspective, if we're talking that quantity, the pre-deployment planning for what should be a separate channel and what should be done in a higher-order challenge is a key question. The balance between freedom to create and preventing information chaos is essential to get right.

Yes, agreed on this point. However, in our experience, what makes MindAlign (specifically) effective at managing hundreds or thousands of conversations have a lot to do with how the product works: vertically aligned scrollable channel dock (as opposed to horizontal tabs, URL lists, etc), unread message counts, configurable alert mechanisms (configurable by user and by channel), cross-channel filters each with its own configurable alerts, lack of multi-threaded responses, etc. While I realize that technology is not an answer to many of your points, some of the ways that we implemented these features in MindAlign (some are patented and patent-pending BTW) were done with the specific intent of supporting large-scale information needs and to overcome some of the drawbacks that reduce participation in other systems. Simply put… we think (as do our customers) that its just plain easier and more productive to follow and participate in lots of cross-functional discussions using MindAlign.

That said, and contrary to what our competition thinks, we agree that this is not something you simply drop on an organization without business-level planning regarding optimal channel structures and group membership. That's why we announced our Edge Services program last year to formalize what we have been doing for years—deep planning with our customers to make sure they get it right and don't set themselves up for information chaos. We constantly hear that this makes a huge difference in product usage and customer ROI. Did I mention that it's our competitors that think it's good enough to just set up users and let them figure it out? ;-)

New age marketing

I spend a lot of time on this blog speaking about ways to improve enterprise communication through persistent group chat. At the same time, the use of new tools such as blogs, RSS, video, and many other technologies is also changing the way organizations of all types market their products and services.

I do not believe that "traditional" forms of marketing are totally irrelevant and we have programs within Parlano to execute many of those programs with great success. But, I am also a firm believer that the best ways to reach potential buyers and influencers has changed and that the use of new technologies that create more of a "market conversation" are the future.

This blog, and the blog of others at Parlano such as Nick's "They Speak" and Bob's "So..." have helped us create a real conversation with many, many more people than we could using traditional marketing.  In addition to delivering results, I also find that it is a lot more satisfying as a marketer.

Why do I mention this? I have the privilege of being on the agenda for SLAM 2007 in Denver, June 6-7 where I will discuss some of our experiences and see some pretty interesting approaches from others. I hope to see you there!

Initial Impressions at RIM’s Wireless Enterprise Symposium 2007, Day 1

I am sure I will have plenty to say about the Wireless Enterprise Symposium but after sitting through the keynote presentation this morning two key themes emerged that I believe have a lot to do with what Parlano has experienced with our move to wireless solutions after the launch of MindAlign Mobile: "moving beyond email" and "unified communications".

First is the theme of "moving beyond email" (in fact, the title of the opening session) which I found interesting given the Blackberry's heritage. But, the point is that the Blackberry has moved well beyond being an email appliance and is now an open platform for deploying "use case based" applications. In other words… we now have the ability to deploy solutions that extend the device to access enterprise systems and enterprise-oriented services.

In the latter camp, the solution getting the most exposure at WES2007 is the Telenav GPS system available on the new GPS-enabled 8800 series. The obvious use case being a sales and field service system for getting people to their next appointment more easily. Other applications such as Salesforce.com and SAP for the Blackberry (as well as numerous apps for making help desk systems such as Remedy mobile) obviously fill the void for mobile CRM and supply chain management and there are literally hundreds of other examples.

MindAlign Mobile is clearly an example of this trend. While we would love to mobile-enable an entire enterprise with group chat, the reality is that we are approaching this as very use-case specific. In our case focused on mobile sales and service. In financial services it also opens the door beyond capital markets operations at the large multi-national banks and into Investment Banking and Wealth Management, where employees are typically not bound to their desks but out with clients and prospects a majority of the time.

The other key trend ids the move toward unified communications. In this case, not so much the unification of text and voice as Parlano spends a lot of time discussing, but the unification of office voice and mobile voice. This is a huge issue. People have multiple voicemail accounts to check and several phone numbers to give out, and enterprises have no way of tracking calls and costs nor protecting the organization from customers and prospects calling ex-employees. According to one presenter, Gartner Group predicts that in the next few years 80% of organizations won't buy fixed desktop phones for their middle to executive management (I have not verified this myself so take it as unconfirmed at this point!). There are systems on the market today that connect the Blackberry securely to mobile devices and a PBX and low mobile users to dial internal employees by extension, see phone presence status (e.g., whether a person is on the phone), and initiate group calls. There is also a move away from forcing users to use touch tones to access advanced features because, surprise-surprise, studies show that nobody remembers them or uses them. So the new systems support menu-based features.

Of course, there is still an under-tone (pardon the pun) that voice is great but still not an ideal communication mechanism because it is too interruptive, lacks an ability to manage task flow, and is hard to manage for distributed groups in multiple time zones. So, there was a wide belief that unified communications also means the convergence of real-time text with voice and we saw a live demo escalating an IM session to a phone call all through an enterprise's PBX. Very cool, and more important, very useful to the mobile workforce. In fact, at a later session an analyst from Yankee Group reported that a recent survey they did showed that 52% of respondents wanted to add IM to their mobile devices when asked, essentially, "what's next after email and calendar" (that was the top rated answer). So, it's clear that real-time text communication is an important next step for mobile devices (no surprise here!).

BTW, This show is huge. 3500+ attendees. Hundreds of sponsors. Any show that serves egg sandwiches at breakfast and Powerbars for snacks to 3500 people has to be doing well! ;-)