cazh1: on Business, Information, and Technology

Spurred on by Blogger's decision to stop supporting FTP for publishing blogs, I have finally started the long process to implement a WordPress blog - hosted by myself, not Wordpress.com. To be fair, I am making this longer than it necessarily needs to be, but I am continuing my efforts to maintain a comprehensive Admin guide for all of my development efforts - configuring servers, installing software, etc.

Needless to say, this adds overhead and time, but it's worth the effort. I have invested around 40 hours of effort over the past four years on the document (an indicator of how often I get back to my development projects). Still, it pays off every time, because I have a reasonably well-developed SDLC and publishing process implemented, and I need to make sure each new project follows established standards - and adds to the standards when necessary.

Enter MySQL and WordPress - since I will be hosting my own blog, I need a new and different flavor of Development, Test, and Production environments. No more dabbling - I need to tighten up security and document the installation and maintenance processes for the database.

Which is where I hit a wall, of sorts; I could not successfully change the root password on the MySQL database, kept on getting the UPDATE command denied to user ''@'localhost' for table 'user' message.

Hours of surfing, searching, starting and stopping, installing and reinstalling, to no avail. However, I had seen the AppArmor framework mentioned a few times, and had seen error and warning messages in the system logs that kept hinting at something in that direction. So I finally followed the advice noted in this thread, and disabled AppArmor during the MySQL installation process. A few notes:

• Use the Synaptic Package Manager utility to enable / disable AppArmor; I didn't want to throw the whole thing out, just needed to disable (Mark for Removal) and then Install (Mark for Installation), did not want to completely smoke it (Mark for Complete Removal).
• After disabling in Synaptic (Mark for Removal), ran the mysql_secure_installation script from the command line for the umpteenth time - but this time, the password change for root user worked.
• Rebooted the machine, and reinstalled (Mark for Installation) AppArmor in Synaptic.

A quick validation that I could use the MySQL graphical admin tools and phpMyAdmin, and I was back to getting the Dev instance of WordPress going.

Ah, but now I have to get ready for the work week, and time is ticking away ...

Previously ...

• Home Development Workstation - Part 3 (May 18, 2008)
• Excel 2007 is a BOB system (Bag'O'Bugs) (October 5, 2008)
• KM Overcomplicates: Heisenberg Impact on a VBA Quickie (February 8, 2009)
• Low Tech SharePoint Hack: Project Status Indicator (March 14, 2009)
• Hands-On Project: Offsite Strategy (November 22, 2009)

Technorati Tags: MySQL, WordPress, development, documentation, hands on, technology

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl MacLennan,

This post started off as an excuse to experiment with Google Docs, and this really neat feature I discovered - embedding a spreadsheet in a web page as a sharing method. However, it struck me as a potential way to cost justify the time, effort, and expense of implementing collaboration systems with the Most Cynical Among Us.

We've all been in large meetings, with tens of people from the project team, along with the expensive consultants, sitting around a table listening to the project manager read their slides to us. The meetings always get scheduled for a full hour (it's the default in our calendaring system!), and everyone feels the need to speak, if only to make sure their voice has joined the chorus of agreement.

However, many of the Most Cynical Among Us have observed the large number of people in the room, and asked the question "How much is this meeting costing me?" It's a worthy exercise to go through ... so I whipped up a little spreadsheet model to quantify the hard and soft costs ...

It doesn't take long to play with the model and see the dollars add up; even if you don't believe in tracking "soft costs", the amount of time spent in meetings can get really big, really fast.

Are status update meetings inherently a waste of time? Absolutely not - communication is critical, and most organizations typically don't do enough of it. An exercise like this just puts the potential cost, in time and money, in real terms - and reminds us to focus on maximizing that investment.

Can this meeting be avoided? Collaboration platforms (blogs, intranets, etc.) let us update the team virtually; people can get the information when it's most convenient for them.

Are we communicating effectively? Sometimes, face to face communication is required and preferred - especially when you need to monitor how the message is being received in real time. Hence the broad focus on effective presentations and impactful communications ...

Look at the cost of your last meeting - did you get your money's worth?

PS: I welcome any suggestions for improvements to the model -  to request edit access or to get a copy, send email to jpmacl_docs@cazh1.com.

Previously ...

• Corporate Web 2.0 is Spreading - Here comes the Blog (May 15, 2007)
• Hidden Gold in Automating Recurring Processes (May 28, 2007)
• Communication is the responsibility of ... (August 19, 2007)
• Success, Failure, and Insights after 12 Months of Internal Web 2.0 (March 10, 2008)
• RSS: Underappreciated Web 2.0 in the Enterprise (May 1, 2008)
• Low Tech SharePoint Hack: Project Status Indicator (March 14, 2009)
• Real Business Users and SharePoint (July 14, 2009)

Technorati Tags: business value of IT, collaboration, hands on, people management, presentations, productivity, project management, Web 2.0,

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan

The short answer, as you know, is that it's impossible to tell you how to be insightful and imaginative in a single blog post. All I can do is point you in the general direction, and (hopefully) ignite a little spark.

What's the Goal? and, Where to Begin?

I previously talked about the growing calls for effective data visualizations; we have access to all this great information, and there are insights in there somewhere - but we need just the right point of view to rise above the cloud of data and see the real opportunity. It helps if you have experienced that rush of insight when looking at a particularly impactful graphic; not just a good looking slide, it calls out something important in a particularly effective way. Haven't we all watched that earnest TV lawyer pull the winning argument out of the blue [right before the final commercial break] and win the big case?

Of course, it's not enough just to want it - you have to have a little reverse-engineering in your soul. You need confidence & bravado (I can and should be able to create those killer pictures), hunger & curiosity (how did they do that?), and confidence to know that you can - with a little hacking. It also helps to have the blissful ignorance to assume that it's within your technical grasp.

Step 1: Find Someone who Knows - and Follow them Around!

I'm a big fan of the "follow him around" method for learning new technology - not classroom instruction, more like a series of specific examples of applied technology. I had seen plenty of examples of presentations that I thought were very effective, but I didn't understand what was happening, what exactly was making them so effective. I had to find someone that could talk about putting together effective presentations - and had the good fortune to attend a seminar by Edward Tufte. Sure, you get some nice books, great to page through - but like most technical manuals, they don't really make sense until you've watched Tufte deconstruct the graphics. I learned the importance of taking extraneous ink off the page, and how scale, color and shape can illustrate and/or obfuscate. I didn't walk away from that experience with specific skills as much as clarified ideas - and a hunger and curiosity for more.

Step 2: Find Lots of Examples - and Steal some Inspiration!

Over the past few months, I've been following a number of blogs dedicated to ideas around information visualization - more skilled practitioners to follow around! The links below to take you to particularly interesting examples; your task is to subscribe to them all and regularly scan for ideas ...

Information is Beautiful

• Great Visualizers: Mike Deal charts The Beatles - I don't know exactly what that graphic is that shows the keys of Beatles tunes, but it looks cool - I want to figure out what it's showing, and how to build one

Cool Infographics

• The Caffeine Poster, How Much Caffeine Are You Drinking? Made all the more interesting by this follow-on post, The Making of The Caffeine Poster
• 16 Infographic Resumes, A Visual Trend Resumes done in graphics? Well, maybe not for me, but these are great examples of packing a lot of information in a small area - and, making the message stand out in the crowd!
• Pink Floyd Timeline of Band Members
  

Flowing Data

• 11 Ways to Visualize Changes Over Time – A Guide It's not always about examples of applied data visualization - there are plenty of mini-tutorials gettin published, like this one
  

EagerEyes.org

• Understanding Pie Charts Another techniques post, this one deconstructing peie charts. I never knew why I wasn't a big fan of the pie, but this article points out a lot of stuff that's pretty obvious (now that you mention it ...)
  

Chart Porn

• Haiti This blog is just a non-stop source of interesting examples
  

New York Times

• Another common source of terrific information visualizations is the New York Times - many folks blog about the most effective examples, even our friends at Ask ET
  

Step 3: Get Your Coding Hands Dirty!

Remember, after you are done being wowed by the presentation - figure out how you could build one.

• The old stalwart Excel comes with an ever growing list of graph types. Can't find the one you want? Try to hack at the standard stuff using VBA!
• Sometimes a blog post will point you to some utilities. No, I never heard of Gource, but you can bet I'm looking for a project to use it with!
• Open source has a lot of interesting tools out there - from jQuery addins to full-blown BI suites - lots of tools to load up with your data.
  

Remember - get inspired, find some starting points, and get building! the only way to really understand how to create insightful, impactful visualizations is to do a lot of experimentation.

Previously ...

• Stretching Your User Interface Design Muscles (April 16, 2008)
• Data Visualization: 'Life' of Open Source Projects (June 16, 2008)
• Another Take on Enterprise Open Source (February 18, 2009)
• Practical Innovation Lessons from Software Vendor R&D (April 16, 2009)
• A Company is like a Sphere (September 15, 2009)
• Why Corporate IT Fails when Competing with Consumer Tech ... and How to Change the Game (January 5, 2010)

Technorati Tags: data visualization, design, development, hands on, innovation, presentations

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan,

I've received input from ten companies so far - large and small, with all sorts of ERP systems. If you care to add some information, I'll thank you in advance, and add it (sufficiently anonymized) to the summary results document (download from here).

Here are some of the findings / observations from the summary ...

Master Data Domains

The types of Master Data called out included the usual suspects - Customers, Vendors, Finished Goods, Employees. Others mentioned include Metadata, Packaging / Tooling (components), and Indirect customers (like Payors in managed care, or Buying Groups in B2B). The primary systems in scope included SAP, Oracle, JDEdwards, and QAD, joined by an eclectic mix of legacy systems and point solutions. Secondary systems called out included Siebel, JDA/Manugistics, and ADP (payroll) - plus more legacy / home grown / departmental apps.

Master Data initiatives varied, based on where the "current pain" is - R&D / engineering, CRM / Customers / Contracts / Pricing, and Finished Goods / Logistics were named by different companies as their particular focus areas. Other important considerations were things like geography (North America vs. ROW), and business structure (Enterprise vs. business unit vs. local plant).

A significant determinant of how folks thought about this problem was how their ERP is implemented - in a fully integrated "enterprise" (Finance, Order Management, Supply Chain, etc.) - and/or how the instances are divided (all enterprise, by location (geography) or by business unit).

Note, however, that relatively few respondents are concerned with synchronizing data across multiple instances - a popular callout / feature of some MDM solutions. they will speak of "integration", but a focus of the conversations were all around quality and process, not synchronization.

An interesting frustration from some of the respondees; the ERP system(s) do not capture all of the required attributes for an item, so these additional details are kept in a separate, siloed system. Easy examples would be specific attributes (like shipping material specifications), but there were multiple instances where [so-called] Master Data is calculated with complex formulas / rationale, so an Excel component is required (typically in the area of pricing / quoting details).


Size & Scope of Master Data

Predictably, there was a great variation in the responses - 100s to 1000s of customer, vendors, finished goods. However, the interesting trend was the notation that 10s of people (relatively large numbers, based on size of the company), were "responsible" (i.e. "did some of the data entry"). Could this be why there is interest in MDM and an MDM organization? Apparently, Master Data is often managed like a wiki - everybody is an editor.

Most organizations have no metrics in place; a few can speak to "data police", folks that actively monitor the data looking for issues. Best examples cited included "Health Check measures" (does data fit set of established guidelines / tolerances); vendor audits, and [results of] scrubbing (ex. Name And Address data against external sources).

When asked about the business benefits of a Master Data Management effort, most companies left this blank or said "none". I generally got the sense that hard benefits are difficult to quantify; notable exceptions seem to come from past pain. Some organizations spoke to inventory reductions and transportation savings - both derived from more accurate supply chain data, which is facilitated by clean, consistent, complete Master Data.

Master Data in the Organization

Many companies keep control / accountability at the functional area. However, companies with "enterprise ERP" implementations (full integration of Finance, Order Management, Supply Chain) typically call out ownership at the Enterprise level. It's not about the size of the company or the recency of their implementation - it's the degree of integration within the primary ERP.

Organizational specifics were tougher to get at - depending on how the company managed their master data. Generally speaking, companies that manage Master Data at a functional level (Customer Service, Purchasing, Finance) have organizational clarity. However, folks that say they manage at the Enterprise level had the wispier definitions for Title and Accountability

Of note: centralized MDM teams rarely manage the bigger projects (implementations, acquisitions, or special projects with large MD components) - but they will (out of necessity) participate. None of the respondents look to these organizations / people for project management skills. However, there were some good callouts for the communication / change management skills required for the role, especially where the group has to review implications of adds / updates [of Master Data items] with multiple groups that will/may be impacted.

Scope of Responsibilities

An interesting, consistent set of answers in this area; "Yes, we take ownership and accountability - but no, we can't measure it". To be fair, not all companies had that clarity of ownership, but the lack of sharp, clear quality metrics is noticeable. Content, Quality, and Governance are consistent in all of these companies … consistently not-well defined, not well measured.

Positives & Challenges

Funny how best practices in one company are challenges in another. There are two recurring themes throughout the responses; Quality and Complexity. The latter is interesting; this was the first point in the survey where the difficulties of Finished Goods Master Data were raised. Many companies call it out as a large challenge; all of them cite the complexity, the multiple facets (manufacturing, packaging, warehousing, transportation, pricing, costing) and the cross-functional nature

Full Results

The summary results document is available for download from here; I will add a version date on the page and keep it up to date as additional surveys come in.

Questions? Comments? Suggestions? Let me know ...

Previously ...

• Three Business-Case Arguments for Agile, & The Moose On The Table (January 14, 2008)
• Five More Realities for Driving Business Value from Technology (January 30, 2008)
• Success, Failure, and Insights after 12 Months of Internal Web 2.0 (March 10, 2008)
• Optimizing the Wrong Part of Knowledge Management (March 16, 2008)
• The Right Web2.0 Tool for the Audience (Twitter, LinkedIn, Facebook) (May 9, 2008)
• Facilitating Innovation: Establishing an Environment of Possibilities (August 22, 2008)
• Location, Location, Location: Terminology Confusion in ERP Projects (April 11, 2009)
• Who owns Master Data in your company? (May 30, 2009)
• Bootstrap Market Research: Master Data Management (What, Who, How) (November 30, 2009)

Technorati Tags: best practice, collaboration, CRM, documentation, ERP, hands on, Knowledge Management, SAP, supply chain, tech management, wiki

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan

Took some time today to work with the new communication meme - Google Wave. I wouldn't call it a fundamentally new way to communicate - well, not yet. I think Google is safe to continue with a "preview" label - clearly not even "beta" yet. No horrible bugs - at least on the Windows platform - but some obviously missing features. And, I am not all that impressed with the basic idea - it's just a mashup of Google Docs, instant messenger, and eMail.

Problems

All of my experimentation has been from a Windows machine - I am experiencing horrible performance issues with Firefox 3.5.3 on Ubuntu 9.04. I freely admit that this might not be a Wave issue - for the last two weeks, all of my Google sites (Mail, Docs, iGoogle, Reader ...) run brutally slow, timing out by graying the browser window. I know it's a weird issue because I can't Google for an answer (a disturbingly tight loop). Wave refused to even show me the stills from the introductory videos until I disabled Greasemonkey. Yes, I'm sure it has something to do with my setup, my installed plugins - I'm just surprised that the problems have been this stubborn.

So, to get anything done, it's back to Windows - still using Firefox, but no hint of platform troubles. Just an underwhelming experience with the fancy new toy.

I Am Legend

Interconnections on the internet are a wonderful thing; I put out a Tweet (sic) regarding my Wave invites, and a note in LinkedIn as well. Twitter generated the most responses, with folks I'd never met - great fun to connect like that. The following day, I got a note from someone looking to connect via Wave - I'm guessing from the information that I can see, this person saw one of my original notes via Friendfeed. Amazing how those copnnections were practically spontaneous ...

... while Wave feels like I'm in a walled garden. I still feel very cut off in the Wave world - a different domain from gmail.com means a new address to track, a new contact list to build. And it's difficult to find connections with folks you already know; I received another Wave invite from a friend, but since I didn't need it, I tried to figure out how to connect to him via Wave (I thought it a reasonable assumption that he, like me, has dived in). Unfortunately, I had to resort to an email message and some detective work to find out his Google ID - not something I could explain to most business users.

Yet Another Email Client

Yes, I am still at that opinion. Most of the opinions and articles I've scanned make it sound like we are working with a next-gen email client that does some of the basics right. I do note that the amplifiers tend to gush a bit, while the attenuators work hard to impress with wit.

Generally Pro

• Improves communications, reduce e-mail clutter
• First impressions
• A New Communication Platform For A New Web

Generally Con

• The Microsoft Bob of the New Millennium
• The moral equivalent of sliced bread
• Is Easier To Understand Than…

Maybe It's Just Me

One of my random invites went to this guy, who's review was a bit more positive than mind. Ok, maybe I'll jump into the with:public pool and wade around a while - it's probably the only way I'll really get it. However, I am very willing to be patient and continue the experiment - took me about 3 months to get Twitter.

Previously ...

• The Right Web2.0 Tool for the Audience (Twitter, LinkedIn, Facebook) (May 9, 2008)
• Facilitating Innovation: Establishing an Environment of Possibilities (August 22, 2008)
• Hacking the Google Chart API from Excel (January 17, 2009)
• KM Overcomplicates: Heisenberg Impact on a VBA Quickie (February 8, 2009)
• Practical Applications of Twitter in Manufacturing? (April 5, 2009)
• Five Stages of Twitter Relevance (April 21, 2009)
• Real Business Users and SharePoint (July 14, 2009)

Technorati Tags: collaboration, hands on, innovation, Knowledge Management, Social Networks, technology, twitter, Web 2.0,

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan

Introducing buzzword-compliant technology like a wiki, or integrated collaboration spaces like SharePoint, will typically go well with a motivated audience like your internal IT department. But if you really want to understand how this stuff works, try it with "real people" - line employees in sales and marketing, operations, and finance.

Sure, you've heard complaints from these folks (they have better PCs at home, the SAP/Oracle UI is brutal compared to Amazon and AT&T U-Verse, and why can't they just connect their new iPhone to the corporate mail server?). Be warned; demanding users are not necessarily technically savvy when it comes to groupware.

Case in point; we are working a rather large project (many months in length, over 100 people throughout the business) using SharePoint as our collaboration space - and learning an awful lot about what we thought we understood about ease-of-use and intuitive user interfaces. Our collaboration space is a basic SharePoint project site, featuring the usual suspects - a Shared Document library, an Issues list, and an Announcements section. Simple right? Well, maybe not ...

Documents Check In, but they Don't Check Out

Just kidding, the actual check-in / check-out mechanism works fine. It's just very interesting that this basic concept of version control is lost on most end-users.

But let's start with the document library itself - it looks like a really nice version of File Explorer, but becomes very frustrating to folks when they try basic tasks like drag-and-drop. Yes, we found the simple solution - there is an option to open the folder in Windows Explorer, but since this menu option is buried right above the file list, it's hard to find - certainly not "intuitively obvious".

Version control was a difficult thing to explain - thank goodness for the tight integration with Office 2007. We found it easier to show folks how to edit documents with a simple double-click - that works just like their shared folders on the old file server! You can explain the concepts of version control quite easily, but the whole check-in / check-out, keep-a-copy-on-your-local-drive thing just gets too complicated. We did have to deal with the one-time task of checking in a new document after you upload it, but after that, they just open the files directly, and that's it.

There is one feature of Shared Document libraries that I really like - the ability to add custom attributes to documents that can appear as columns in the view. Makes it easier to sort / select / search on documents, and people "get it" relatively quickly. Just go easy on the version control.

... Here's a SharePoint Tissue

I think the most powerful and elegant feature of SharePoint is the flexibility you have with basic list management - even with WSS. Truly, this stuff should cover over half of the "fancy" automation tasks that folks are are asking for. However, I'm still surprised / dismayed by the fact that SharePoint doesn't include a standard graphical indicator - you know, the classic "stoplight" (green is good, yellow warning, red means um, er...). I've written about this one before - why can't I have a simple datatype (vs. putting together a sneaky little script to make it work).

I also have a significant warning / insight about trying to do too much with your Lists. Do you realize that most end-users in a typical SMB have older CRTs? I'll bet you still have a large number of 15" CRTs with slightly foggy tubes, on their last legs (but too expensive to change out for all but the executive staff) (ok, and IT too, sorry). In addition - well, let's just say that I'm not the only one whose eyesight is beginning to fail them; I can't tell you how often I've tried to talk folks into moving their screen resolution higher than 800x600 - but it just doesn't work.

What's my point? Before you put too many columns in your Lists, or too many gadgets on your Site, check with the average user to make sure that it looks okay on their Screen. Heck, before you even begin your design, use SMS or a simple script to poll the user community and find out what kind of screen resolutions have been set. Catering to the lowest common denominator is not a cop-out, especially when the point of a collaboration site is to get people to actually participate!

Push vs. Pull Messaging

(Another opinion:) I think most powerful aspect of collaboration sites is the aggregation of all knowledge about a project into a single, searchable repository. When people send project updates or resolve issues / hold discussions over e-mail, all that knowledge is buried and quickly lost inside people's inboxes. In SharePoint, a typical Announcements web part (yes, I know it's just another kind of List) is quite practical as a messaging medium, because folks can sign up for e-mail alerts.

Don't underestimate the attraction of the e-mail. People are used to getting information delivered to them in their inboxes - it's expected! All I'm saying with my Announcements list is that you have to subscribe to the information and pull it towards yourself (versus expecting me, the project manager, to remember to push it to you - and everybody else that might be interested).

Real-world learning: this concept didn't take long to grab hold in our project. It makes sense, people understand it relatively quickly.

On The Good Side

Don't get me wrong, there is lots of good that's going on. Now that the larger project is getting used to this new collaboration space ...

• ... our issue tracking list gets better every time someone touches it - and now we have consistent consolidated issue lists for all aspects of the project
• ... we are advancing our state-of-the-art for shared authorship; there is a lot more visibility to who is working on what, and we're getting more participation than a normal project
• ... the combination of all these different pieces - shared documents, issues, announcements, and other things - are massively facilitating communication, and it is noticed by the folks on the team

Yes - these collaboration tools will definitely will bring huge value and streamline communications to your project. Just don't think it's easy or obvious.

Previously ...

• Update on Blogs as PM Tools - Tales from the Front Lines (January 20, 2008)
• Butting In to the Conversation: PM Communication Tools (February 26, 2008)
• The Best Way to get Web 2.0 Into the Enterprise (March 3, 2008)
• Optimizing the Wrong Part of Knowledge Management (March 16, 2008)
• The Innovation Generation and User Interfaces (April 9, 2008)
• The Right Web2.0 Tool for the Audience (Twitter, LinkedIn, Facebook) (May 9, 2008)
• Enterprise 2.1: Exiting the Trough of Disillusionment (July 22, 2008)
• Facilitating Innovation: Establishing an Environment of Possibilities (August 22, 2008)
• Is SharePoint WSS dangerous to SharePoint contractors? (February 4, 2009)
• Low Tech SharePoint Hack: Project Status Indicator (March 14, 2009)

Technorati Tags: collaboration, hands on, Knowledge Management, people management, PMO, project management, technology, Web 2.0, wiki,

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan,

Yesterday at work was "catch-up day" from a week at SAPPHIRE 2009, the annual user conference for SAP. As with the JDA/Manugistics conference earlier this year, there were concerns that attendance was going to be low, because so many companies are limiting travel expense. At the conference, I did hear that attendance was only was 60% lower than last year.

Conferences like this are great opportunities for IT to do a ton of learning - about the specific technology, of course, but also about the state of mobile computing and collaboration, tools that we are apparently trying to get the rest of the business world to adopt. Experiential learning, real-world experience - always better to talk about something that you know works / doesn't work in a practical setting. (No, I don't suggest you replace Quicken with SAP at home, although that might be a growth area for BbD).

Twitter at a Conference

I wrote up my trip report / internal blog entry yesterday (Friday), but I was twittering a lot during some of the sessions, so it was an easy write up - I just cut-and-paste from my personal timeline. Using the Blackberry during the conference was a pretty good experience; I could take fairly detailed notes on what was being said - plus, I can throw out passing Tweets on the way. Near-real time knowledge sharing - very nice for folks in the Tweeterverse, watching the information go by.

Unfortunately, it's a bit difficult to engage in a Tweet-versation with these client devices; the screen is too small, and you only see what you are typing. I did, however, latch on to the #sapphire09 hash tag to come up with a workable monitoring process. I found that search.twitter.com presents a decent RSS feed, one that the Blackberry browser consumes quite nicely. I don't know if this is a "native" RSS reader in the blackberry, but it worked amazingly well - I made a passing mention of one of the sessions I attended, and someone asked for more detail - so I ended up tweeting almost every slide.

Apotheker

The Tuesday morning address by Leo Apotheker started with some doom and gloom about the economy, but that was just a lead-in to SAP's new branding message of promoting "clarity" for the enterprise; making pertinent business information easy to access, easy to see. Some of my tweets from the speech … I clearly (sic) have a different editorial style ...

• Apoetheker starting with the doom and gloom #sapphire09 7:38 AM May 12th
• My inner cynic is subsiding - I actually like the appeal for "clarity" #sapphire09 7:42 AM May 12th
• Are "clear enterprises" like "glass houses"? (Sorry, cynic is back) #sapphire09 7:44 AM May 12th
• Is he about to say sap could have prevented the economic collapse? #sapphire09 7:56 AM May 12th
• Ah, just the story of how goldman sachs did ok because they actively manage risk #sapphire09 7:57 AM May 12th
• We need a simple example of how a manufacturer manages risk #sapphire09 7:58 AM May 12th
• SUGEN KPI Framework for enterprise support - nice focus on transparency #sapphire09 7:59 AM May 12th
• Props - a pretty effective live demo of a blackberry enabled work process #sapphire09 8:03 AM May 12th
• The carbon footprint app looks interesting - this is a recurring theme for recent presentations for me #sapphire09 8:17 AM May 12th
• I think its a harsh. retroactive self criticism when this "speedy query" demo admits that a simple query would take 'weeks' #sapphire09 8:27 AM May 12th
• SRO crowd at presentation for information "dashboards" - yet another recurring topic, still unmet need #sapphire09 1:11 PM May 12th
• Sap guy was apparently unable to say "eat our own dogfood", too closely related to microsoft hhh #sapphire09 1:19 PM May 12th

The most interesting areas of Leo's conversation had to do with the metrics being created by SUGEN (not), a collection of all the national user groups (like ASUG). SAP continues to get lots of pushback from the customer base about their increased support fees, and these metrics are going to allow us all to see how SAP is performing.

Plattner

The Wednesday morning address by Hasso Plattner, one of the founders of SAP and a pretty interesting guy, started out like a technical lecture at engineering school about in-memory databases and columnar data. By the end, it had transitioned to a Business Objects demo and a tool "easy enough that a CEO can use it".  Here are some tweets from that speech …

• Hasso on speed [sic] - spotlighting the reams of data and the need for decent access tools #sapphire09 7:44 AM May 13th
• Hasso is very professorial - if it weren't for the subject matter, methinks more would pass on the talk #sapphire09 7:53 AM May 13th
• Ok, reading other #sapphire09  tweets now - is a shoe dropping right now? Re sap and hardware ... #sapphire09 7:57 AM May 13th
• Someone should register spaghettibeforecooking.com #sapphire09 7:59 AM May 13th
• Maybe hasso's point is that clarity / speed yap from yesterday is not smoke and mirrors - solid tech supporting this sales stuff #sapphire09 8:16 AM May 13th
• Insert only - like the old one-write accounting systems - ledgers in pen. Make a mistake, back it out. Complete auditability #sapphire09 8:19 AM May 13th
• Is insert only / read only db stuff analogous to RISC chips? Who needs elegance when you think Real Fast. #sapphire09 8:20 AM May 13th
• Head-snapping shift from professor to jester #sapphire09 8:23 AM May 13th
• Hasso rips on EIE processing (everything in excel) #sapphire09 8:24 AM May 13th
• Oh, I think he just said he is talking about t-rex #sapphire09 8:29 AM May 13th
• Hasso is definitly tech at heart, rips into classic demo style of demo on mini data set #sapphire09 8:30 AM May 13th
• hasso's enthusiasm is honest, like the literate engineer given a moment of exec management's attention #sapphire09 8:34 AM May 13th
• Awesome animated pipeline #sapphire09 8:41 AM May 13th
• Boy he started slow but has he hit stride in last 10 min #sapphire09 8:43 AM May 13th
• Table scans not considered harmful #sapphire09 8:48 AM May 13th

This was pretty interesting technology - high-speed, insert only databases. Not sure what that means for the long term of our existing databases, data warehouses, and hardware. But hey, it's only capital - right?

Elsewhere On the Web

• General interest / watchfulness towards the SAP strategy, as the company faces questions like technology platforms, support fees, and a new CEO …
• Fortune magazine’s totally non-technical take on Leo Apotheker …
• Vinnie Merchandani’s summary of show hilights, plus insights on SAP’s long-term strategy
• SAP and Social Networking – I didn’t catch these presentations / conversations, but many are writing / tweeting about it …
• Definite focus during the week on Business Objects … it actually looks pretty good …
• Some summary comments from ZDNet …

Previously ...

• Two observations from SAPPHIRE (April 24, 2007)
• Supply & Demand and Expectations for SAP talent in the US (April 30, 2007)
• Innovation That Matters - Substance Over Style (January 12, 2008)
• Five More Realities for Driving Business Value from Technology (January 30, 2008)
• The Innovation Generation - Communication Styles (April 1, 2008)
• Opportunistic Insights from the RSS Stream (June 5, 2008)
• On the Road: Business Travel, Fall 2008 (October 13, 2008)
• Field Notes: Video Conferencing for Business Conversations (March 22, 2009)
• Five Stages of Twitter Relevance (April 21, 2009)

Technorati Tags: blackberry, collaboration, SAP, sapphire, sapphire09, #sapphire09, technology, twitter

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan

Over the past few weeks I've had a couple of interesting discussions about the introduction of Twitter to Manufacturing. When someone poses a question like this to me, it throws me for a minor loop, because for very basic, practical reasons, it just doesn't seem to apply. More keyboards & data entry on the floor? Not likely.

However, a few months ago I wrote this rather breathless item, expounding on a brainstorm regarding the use of YouTube and Twitter in a manufacturing setting. Back then, my summary point was about the value of alternative mechanisms for capturing and distributing process documentation. I noted that Twitter was less intimidating than other documentation tools - it's all about capturing status or best practices. But after the past few months of heavier use (@jpmacl), I typically explain Twitter as a keyboard-enhanced conversation - a "false path" for Lean aficionados if you are trying to capture knowledge (the Archaeopteryx of Manufacturing KM?)

But Twitter as an alternative communication medium for folks on the floor? I really don't think it's a good fit - and this is based on practical experience as well as a little common sense.

The Tweeter as Information Source

Are you trying to understand how Twitter would work in your environment? Don't think you can get it right without some decent hands-on time. You'll find that it's very intrusive - not something that you want on 100% of the time. For me, it makes sense when I'm catching up on notes for the day, clearing e-mails, scheduling meetings, or other lighter work that doesn't suffer greatly from periodic chirps from my Tweetdeck. It's running on the second monitor; every once in while I will glance over to scan the latest potentially valuable conversations to jump into.

This scenario would never work on the manufacturing floor. There's no way the Environmental Health & Safety folks will allow anything to distract folks from completing the tasks at their workstation.

Besides, hitting the keyboard for status updates is exactly the kind of non-value-adding data entry that Lean mavens are working to eliminate.  Note that when I say "non-value-adding", I am referring to Finished Goods; standard work, training and knowledge retention are important in a Lean world, but not while you're actually getting work done.

The Tweeter as Information Consumer

On the other hand, if there is a Tweetdeck-style application available, running on a screen that is visible to an entire workcenter - well, maybe the folks on the floor can be _consumers_ of Tweets. Then again, it's just another RSS application, nothing Twitter-specific.

Web 2.0 Technology and Manufacturing

Are manufacturing firms using Twitter? I'd say that few are - and it's based on the "personality" of a typical manufacturing company.

• IT is typically <3% of total revenue - not an environment that fosters experimentation / cutting edge IT work
• Lean is a growing force in manufacturing, and Lean is decidedly anti-computer - so no one will have a keyboard at the ready to start Tweeting!

Now, to be fair, you could cherry pick high-tech manufacturers; certainly, there are many engineering departments that are sharing information and communicating real time. But when I hear "manufacturing" I'm thinking line managers, shift supervisors ... not typically the keyboard types. They like their push-to-talk phones, and that's really all the instant communication they need.

Aren't there any potential benefits of Twitter for manufacturing? Directly - not much, I'm afraid. However, as with any area of the business that traffics in knowledge capital, the Design Engineering and Manufacturing Engineering folks might find benefit in information-sharing collaborative networks and "real-time" connections.

Note, however, that I am greatly interested in hearing counter-examples of the above. Anyone aware of interesting Twitter-ing on the floor?

Previously ...

• The Best Way to get Web 2.0 Into the Enterprise (March 3, 2008)
• RSS: Underappreciated Web 2.0 in the Enterprise (May 1, 2008)
• Opportunistic Insights from the RSS Stream (June 5, 2008)
• Finally! Relevant Applications for YouTube and Twitter in the Enterprise! (July 11, 2008)
• Facilitating Innovation: Establishing an Environment of Possibilities (August 22, 2008)
• The Power of Paper in Business Communications (October 22, 2008)
• Back to the Future: Twitter "microblogging" (January 9, 2009)

Technorati Tags: best practice, collaboration, hands on,
innovation, Knowledge Management, operations, productivity, supply chain, technology, twitter, Web 2.0,

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan,

This past week saw my first experience with video conference calling - something obvious to consider in these tight economic times. Some observations -

• I got quick feedback that my original camera position was disconcerting for the others. I had put it off to the side, which made me look “off camera”, almost in profile, while in conversation. As I thought about it, I agreed - because if I was looking at me, it would be weird / annoying. I do not like it when the person I am talking with is not looking me in the eyes.
• On that note - when we're in a conversation, I'm typically looking at a 6” circle around your  eyes. When on a business / working video conference, however, I’m looking at a 2 x 2 inch square picture of the speaker - because we all have other windows open, looking at documents / programs under review. It’s feels more like a “talking heads” newscast than a conversation ...
• … but you have to take the good with the bad. The ability to bring up a spreadsheet or presentation or application on a shared screen is quite powerful - participants can “see what I see”. You just need to understand that this is a multimedia conversation, and not simply a replacement for a phone call.
• On the other hand - my family uses Skype to stay connected with our daughter away at college. When we make the call, we’ll flip the video feed to full screen - and since the web cams on our respective laptops are perched right above the screen, our eyes are focused reasonably close to the other person's face. Simple conversational video calls, without the multitasking overhead, are reasonably effective.
• Microphone configuration is also very important; some folks are using headsets, while I use the microphone incorporated in the video camera. I prefer this arrangement; I’m already comfortable with using a speakerphone on normal calls, and prolonged use of an earpiece gets a bit annoying. The key, however, is to get everyone to correctly configure microphone settings. Everyone's volume was a little different, and it impacted the smooth flow of conversation.
• We are using inexpensive web cams, not highfalutin’ conference calling hardware. In this scenario, the system does a reasonably brilliant job of flipping camera control to whoever is speaking. This seems obvious, but I noticed that when I was speaking, your remote view doesn't bother flipping to your feed - it stays on the last speaker. This can be a tad disconcerting if that person reverts to typical conference call habits, and looks away / does a little multi-tasking.
• I also noticed that people were much more cautious, or overly polite, about talking over one another. I assume that as we get used to holding conference calls in this format, we’ll get more comfortable with the interruptions.

Later in the week, I had a long conversation with a colleague in Germany. Here, the video call format is very effective. Typically, I prefer face-to-face conversations to phone calls - you can react when someone's facial expressions signal a lack of agreement or comprehension. Of course, this is not practical with meine freunde in Deutschland, where language differences exacerbate the situation. The video call solves that problem immediately and effectively - I found myself communicating in face-to-face mode now, with hand gestures (ex. air quotes) and facial expressions indicate agreement, keep the conversation moving along.

Like any bit of technology, reality is not as smooth as the sales pitch makes it out to be, but still a very effective tool, and something that can be experimented with quite inexpensively.

Experimentation leads to experience, leads to effectiveness.

Previously ...

• International Meetings - Pick a Convenient Time (April 1, 2005)
• Challenges when demoing / training / pitching complex systems (May 23, 2005)
• eMail on Blackberry Changes Definition of Acceptable eMail (September 19, 2005)
• Hand writing recognition - harder than colored bubbles (November 19, 2005)
• Waiting outside their office (February 14, 2006)
• Catching up on Mind Mapping; collaborative tools and some "market research" (May 13, 2007)
• Alternative KM Tools (3 of 3) (September 25, 2007)
• Power Outage Follow Up - Observations (March 28, 2008)

Technorati Tags: collaboration, hands on, Knowledge Management, productivity

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan

I'm doing a little hacking in SharePoint that is pulling together a few ideas from the past:

• Keeping my tech skills sharp
• Knowing when to search for the answer (vs. stubbornly sticking with DIY)
• Communicating status tersely but effectively

Apparently, I'm also trying to answer a question that is meaningful to many others, as it is used as an example in the Help files for Microsoft's online SharePoint guides, the add-on Web Parts we use here, and many other places. Why doesn't Microsoft make something like this a standard feature?

Note that I had some fairly specific requirements in mind for something that I would consider "low tech". this should be an approach that the average (read: non-IT) SharePoint site admin could use. I don't want to require third-party controls, nor do I want to require the use of SharePoint Designer. I'm also shying away from image files - little GIFs to show red, green, and yellow icons; I have established a style for displaying project status in that works great with PowerPoint and Excel, and I want to use the same images consistently on the collaboration space.

Of course, I wanted to get to a solution in a reasonable amount of time (ie. Speed to Value, or being proactively lazy). A few Google searches turned up a number of resources with different approaches. The best resource was this site, loaded with excellent SharePoint hacks - including one simple concept that requires me to tweak my ground rules, just a bit. To get this to work, I have to include a JavaScript routine on the page; however, I learned a nifty trick, one of those things that is fairly straightforward, but still has to be pointed out to you before you "get it".

The JavaScript Trick

You don't need SharePoint Designer to install JavaScript routines or special CSS on the page. All you need to do is install a Content Editor Web Part (CEWP) somewhere on the same page as your list. You can bring up the Source Editor and insert any scripts, you want, nothing will display about the routines will be available to the other controls / web parts on the same page. I'm not going to copy the code here - these guys deserve the web traffic for their work, so, go to this page to copy the script.

A Lot of HTML for a Little Indicator

The actual HTML for the "green" indicator (~) looks like this: .

Unfortunately the font changes based on which indicator you need - this table shows the various components for all of the status indicators.

Status	Code	Font	Color	Result
Green	˜	Wingdings 2	green
Yellow	p	Wingdings 3	#FFCC00
Red	n	Wingdings	#DC143C
Complete	ü	Wingdings	black

My solution adds three calculated columns to the list. Why three? Well, yes, you could do the whole thing with one computed column, but the nested IF statements would be brutally complex, and I was hoping for something "self-documenting" (ie. clear and simple).

The SharePoint list in question is a typical Issue Tracker - and the first step is to define what the different statuses (statii?) are going to be. Here, I am only allowing Open (Red, Yellow, Green) and Closed - nothing like resolved or in process or proposed - we'tll keep it simple.

I then added three Calculated columns, and defined the formulas like this:

Status_Char = IF([Issue Status]="Open - Green","˜",IF([Issue Status]="Open - Yellow","p",IF([Issue Status]="Open - Red","n","ü")))

Status_Font = IF([Issue Status]="Open - Green","Wingdings 2",IF([Issue Status]="Open - Yellow","Wingdings 3",IF([Issue Status]="Open - Red","Wingdings","Wingdings")))

Status_Color = IF ([Issue Status]="Open - Green","green",IF([Issue Status]="Open - Yellow","#FFCC00",IF([Issue Status]="Open - Red","#DC143C","black")))

I've tweaked the colors - standard yellow and red don't look good with a white background. (I burned at least 30 minutes fiddling with the color tones, to make something that was visibly yet subtle. Gotta know when to go fast and when to dither over the details ...).

Add a fourth column for the actual status indicator; we use the CONCATENATE function to build the HTML string as specified above. The surrounding <DIV> is used by our borrowed JavaScript function to signal the browser to turn this little bit into true HTML.

Status_Color = CONCATENATE("<DIV><font size=4 color=",Status_Color," face='",Status_Font,"'>",Status_Char,"</font></DIV>")

Effectiveness Testing

Yes, this could have been done with a single calculated field - it's just a little bit easier to debug this way. In any event, it s a relatively large amount of code for a fairly simple effect - was it worth the effort? The ultimate test came when reviewing the list of open issues with the project team - and folks understood what was being communicated immediately. No explanation necessary - the conversation focused on the item marked "red" right away. If we just displayed the words "green", "yellow", or "red", it would take a bit more mental effort to understand what was being communicated. I really want folks to think about the solutions, and not waste brain power trying to understand the problems. A little extra effort in the code is just right.

Previously ....

• The good and the bad about being a hands-on tech manager (January 25, 2005)
• Continuing Education Pareto Principle (50/30/20) (February 13, 2007)
• Project Status Dashboards Best Practice (and a PowerPoint trick) (May 3, 2007)
• Excel 2007 is a BOB system (Bag'O'Bugs) (October 5, 2008)
• Is SharePoint WSS dangerous to SharePoint contractors? (February 4, 2009)

Technorati Tags: development, hands on, PMO, presentations, project management, SharePoint, tech management

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan

Today's best conversation was with Christopher Young, of B2BSX, a startup software exchange where corporate IT departments can buy and sell their development efforts, and make a little cash to offset stressed budgets. It's an interesting idea, and spawned some ideas in a couple of different directions.

Andy Hardy, IT Director

Every company I've worked for has toyed with the idea of selling some of their custom-developed stuff - well, every company except the first one, since it was a software development house (we weren't playing around). My "growing up" years as a developer have really jaded me on the idea of selling the deliverables from IT- or business-funded projects, typically for one simple reason - everyone underestimates technical support.

Operating systems change, DLL or JVM dependencies must be managed, and no one reads the manual - they all want support over the phone. Unfortunately, wide-eyed project sponsors or IT directors with dreams of P&L responsibility see COGS limited to the price of a CD, and revenues that match their ERP packages - it's not that simple.

Vertical Open Source

A solution, as presented by B2BSX, is to tweak the open source model a bit, offering source code for specific customizations, at low cost (well, much lower that building it yourself, I would assume). No long term warranties, no 1-800 support lines, you are on your own - but you are getting pre-built solutions that you can adapt into your own business, jump-starting your efforts with a basic shell, and adding your own refinements later.

I think of it as highly verticalized open source - sounds like they are limiting things to SAP right now, and I'd expect to see very specific solutions listed. By vertical, however, I'm thinking about reports / queries / wrappers that are very specific to a particular type of industry - the "long tail" of software niches, where most IT departments really do need to tweak that "collection of best practices" you were sold. I'm expecting to see stuff that is too specialized for a global software company to bother adding to their product.

<aside> Maybe the "long tail" of ERP requirements is where the untapped value is for those guys ... </aside>

Custom Often Means Really Custom

Of course, there are still predictable hurdles for this model - not the least of which is the fact that this stuff is written by corporate IT. Hey, most of us have short deadlines and long backlogs, and little experience developing flexible software architected for iteration and flexibility. "Hard Coding" stuff is an academic Bad Thing that is often required to git 'er done (yes, I went there ...). Chris characterized this as software with tentacles, reaching all over your portfolio and gripping on tight - makes it tough to pull out and wrap into a nice package.

There may also be IP concerns - something to work carefully through with your legal department. Note: don't think that Legal has little to offer here, because every company should have some concern about IP and competitive advantage, even if you are not in the software industry. You should be maintaining control of your software IP when you customize COTS or contract work out - now might be the time to leverage it!

We're All from Missouri

I have no idea yet whether this exchange idea makes sense - but it could be just the time to look into this. We're all under budget pressures, and Mr. Young tells me that once you get the basic relationship set up, putting software out there takes very little effort.

Maybe this is where the real future of ERP is going. What if our maintenance fees kept increasing, but the acquisition costs plummeted - all the money is in the add-on services? The Xerox model, where you give away the copiers and sell toner and paper? Gives a whole new meaning to the term "copy protection" ...

Previously ...

• Driving cost savings with packaged software vendors (February 23, 2005)
  
• What should "open source" really mean to me? (1/2) (October 22, 2005)
  
• What should "open source" really mean to me? (2/2) (October 24, 2005)
  
• Open Source as bargaining chip - driving business value of IT (October 30, 2005)
  
• Open Source Insights on Enterprise Software Business Models (March 14, 2007)
• Integrated Supply Chain Benefits Go Beyond the Internal Stuff (November 11, 2007)
  

Technorati Tags:
business value of IT, design, development, entrepreneur, innovation,
SAP, tech management, technology,

Invisible Technorati Tags: cazh1, James P. MacLennan, jpmacl, MacLennan,

Firing Up Internal Opportunity

It was true last year, but even more so now; SharePoint is very important for corporate IT, both strategically (medium- and long-term) and tactically (short-term). Sure, it's a terrific way to iterate on collaboration, internal portals, document management, etc. - "enabling innovation" in every buzzword-compliant sense. But there is solid benefit for even short-sighted, plodding, tactical IT - and it's all about staff retention.

SharePoint WSS represents a nice opportunity for folks in IT to get some hands-on experience, building relevant (if small) applications with some "cutting edge" technology. Staying "cutting edge" is important for most IT folks, but let’s face it – most of us don't work in software development houses. The typical manufacturing company spends <3% of revenue on IT; on top of that, the current economy has everyone focused on cash flow. I was speaking with a vendor yesterday evening, who told of his interactions with IT management in multiple companies over the past few weeks - and the primary concerns all had to do with system availability and cost cutting.

This nuclear winter environment, freezing spend on training & tools, would typically drive all your best IT talent away - we all want to work on latest and greatest, and experience non-trivial growth in our skills. So, how might you feed this "edge mentality", with little or no cash?

SharePoint provides both sizzle and steak ** - it’s got market hype, it looks and feels significantly different than your current, boring green screen stuff, and it’s fast twitch (small projects, lower priority, low risk if something messes up). With all that going for it, it should be easy to get internal folks to work on the new, quick and dirty stuff that the business wants.

** Ok, maybe not Morton's, but it's not Steak and Shake, either!

Drying Up External Demand

Unfortunately, I think this leaves SharePoint consulting houses bereft of good opportunities. Cash-hoarding businesses turn inward for their development needs - and this time, they can get good-looking results!

I remember when .Net came out a few years ago - had a very enlightening conversation with a typical small-firm rep. Microsoft's new technology platform was great for sales, the story went, because the projects all took 30% less time than before (such a deal!) Unfortunately, the other shoe soon dropped, and the sales team had to generate 30% more business just to keep the pipeline full and billable hours flat to the previous year. The downward pressure on rates wasn't a help, either.

Stable [end-user] companies may not fear large turnover in the current economic client, but the good ones will continue to stress internal training and new technology skills. I see plenty of SharePoint interest (and resulting bandwidth) from internal IT - where will this leave the contractors?

Previously ...

• The Best Way to get Web 2.0 Into the Enterprise (March 3, 2008)
• Stretching Your User Interface Design Muscles (April 16, 2008)
• Facilitating Innovation: Establishing an Environment of Possibilities (August 22, 2008)
• Agile Methods in a Waterfall World: Speaking In Code (September 29, 2008)
• Field Notes: Lean Times for IT Services (November 29, 2008)
• Hacking the Google Chart API from Excel (January 17, 2009)

Technorati Tags: application, collaboration, design, development, hands on, innovation,
SharePoint, Social Networks, technology, Web 2.0

Invisible Technorati Tags: cazh1, James P. MacLennan,
jpmacl, MacLennan,