Victus pro Scientia Opus -- Food for the Knowledge Worker

Office 2010 Web Applications Preview

In this window between Microsoft's July Worldwide Partner Conference (with many Office 2010 previews) and Microsoft's October SharePoint Conference, I'm working to learn about Microsoft's Office 2010 applications.

A recently posted video shows an interesting aspect of Office 2010:  Office Web Applications that are positioned as an on-line companion to the richer Office client experience, for users with only a browser and needs for high-fidelity collaboration around Office documents.

Office Web Apps Video

Office 2010 Preview Site

Late addition:  ZDNet blogger Mary Jo Foley wrote a great article recently summarizing Ten Things To Know as Microsoft Office Web Apps go to testers. 

Webinar-apalooza: SharePoint Thought Leadership

The dog days of summer are busy days for KMA.  We've got a lot of content queued up for our KMA Insights Webinar Series, as well as other events with our business partners, bunched up over the next few weeks, with these three the next wave of thought leadership:

On August 26, I'll be presenting a lunch-and-learn webinar about "SharePoint and Enterprise Social Computing," with always-insightful industry analyst Gil Yehuda and Laura Farrelly, VP of Marketing for NewsGator. The invitation to this webinar can be found here.

That same afternoon, my colleague Sadie Van Buren will be presenting the results of our firm's annual survey into SharePoint adoption trends in a webinar for the Special Librarians Association (SLA) entitled "Dispatches from the Front Lines of SharePoint-based Collaboration."  I'm told that this session is sold out already, but Sadie will be delivering the KMA Insights Webinar Series September lunch-and-learn webinar about "SharePoint - The Sophomore Year" with similar content. More information about Sadie's SLA presentation is here.

Shortly thereafter, our colleague and resident "compliantist," Sean Megley, will be presenting a webinar along with our business partner Blue Moon Industries about the new MA Privacy statute and KMA's SharePoint-based compliance management solutions.  The slide deck to his recent presentation (KMA Insights July webinar) on this topic can be found here, and I'll post invitation and more details about this Life Sciences-focused event as they become available.

Syndicating Myself (BDC Column Limitation in SharePoint)

My colleague ran into an issue today on our SharePoint intranet, KMANet.  He saved a proposal to our collateral library, but the "Account Name" column, a Business Data column populated via a link to our Microsoft CRM system, showed the wrong account.

My colleague had tried to populate the correct account name, but it did not save properly.  When I tried to replicate the issue and save the proper account name, SharePoint threw an error indicating an invalid character in a text field.  This looked squirrelly and vaguely familiar to me, so I did a little research and, ironically, found my own blog article from February, 2007 that got to the bottom of the issue:  the Account Name business data column is limited to 60 characters, and when we try to populate an account name that is too long, we get the error.  We shortened the account name in MSCRM and re-saved without event.

I've yet to find documentation that reflects this limitation, and I'm not technically experienced enough with the BDC to know a non-programmatic way to overcome this.  The "shorten the account name in CRM" workaround works fine, but I welcome any suggestions for resolving this in SharePoint, and hope this post helps others who encounter this limitation.

The New MA Privacy Statute -- What You Can Do to Prepare

Yes, after two postponements, it appears that the deadline for complying with the new MA Privacy statute will be January 1, 2010.  If you have employees or customers in Massachusetts, and you store personally identifiable information about them on computers, you will be subject to this statute.  Given that the fine for each INSTANCE of non-compliance is up to $50,000 and that there were several hundred thousand security breaches around this type of data last year alone, it's no surprise that people are taking notice of this statute and preparing in earnest.

As my firm combines its expertise in SharePoint technologies with some specific capabilities around compliance, we're bringing to market a SharePoint-based tool to manage compliance programs, including the new MA Privacy statute.  Accordingly, we're hosting a "lunch and learn" webinar next Wednesday, July 29, featuring:

-- Doug Cornelius, a Chief Compliance officer at a real estate and private equity firm, and noted writer and speaker on compliance issues.  If you care about compliance, you need to be reading his blog, "Compliance Building."  Doug will speak to the genesis of and requirements under, the statute, and how we can expect it to change as the first wave of adoption gets underway.

-- Bob Boonstra, a Chief Information Officer at a publicly-held pharmaceutical company who has instituted compliance management programs for SEC and FDA requirements.  Bob will speak to how he has seen firms institute programs to manage compliance requirements such as this one.

-- Sean Megley, a SharePoint architect and resident "compliantist" at KMA with a long history of working in government contracting, life sciences, and banking enterprises with rigorous compliance requirements.  Sean has been building compliance management solutions for years, and will show a solution developed specifically for the new MA privacy statute.

We're looking forward to an enlightening session.  You can find details and register here. 

Office 2010 -- First Impressions

At last week's Microsoft Worldwide Partner Conference, I learned a bunch of things, to wit:

• Microsoft has a HUGE wave of technologies poised to hit the market over the next 12 months (Windows 7, Office 2010, and many others)

• Microsoft LOVES to compete with the likes of Google, VMWare, Cisco, Apple, etc.

Notwithstanding these big, obvious themes, I was pleased to get my first look at Microsoft Office 2010.  Here are a couple of first impressions, formed via Chris Caposella's value keynote, some executive roundtable meetings, and a hands-on lab session with Office 2010 at WPC:

Outlook:

  The ribbon finally shows up in Outlook 2010, eating up some valuable screen real estate but also providing access to some interesting new features.  One is a "conversation view" that allows the user to group messages by conversation, and expand or compress conversations, very easily. 

My favorite new Outlook feature is a "Clean Up/Ignore" function that allows the user to quickly and systematically re-direct or delete messages in a thread -- it's also known as the message "mute button."  For example, once a thread gets unwieldy (5 reply-all's, 5 "please remove me from this thread" messages, 3 "me too" messages, etc.), a user can systematically trim out the chaff, keeping only the messages where a decision was made or action required. I remain curious, however, how this feature will handle branching of messages outward from a thread, and look forward to testing this feature in more depth.  

Another useful feature is the addition of a small, relevant snippet of a calendar view added to meeting requests so that the user can see his/her calendar from within the meeting request.

Excel: 

I'll likely write more about this in the future, but the addition of sparklines and a feature called "slicers" add more BI and data visualization capability to Excel, and the keynote demonstrations included a user easily working with a data set containing 1.5 million rows of data in a workbook via the SQL Server 2010/Excel 2010 integration previously code-named "Project Gemini."  

Word: 

One exceptional thing I saw demonstrated in Word actually applies to several of the Office products:  the ability for multiple authors to concurrently author the same document.  This is a frequently requested capability, and I look forward to demonstrating this when the SharePoint beta is set up in our lab environment.  For now, you can see this process via the demo in this video (note: fast-forward to the 54-minute mark).

 
[BP0VK] The Business Productivity Opportunity: The Next Wave, Your Customers, and You

PowerPoint:  

Other than the co-editing capabilities which I saw only in the context of Word but which I expect to be most valuable in PowerPoint, the most interesting new features I saw related to new tools for editing of pictures and videos from within PowerPoint.

In all of the Office products, the "Backstage" view replaces the combination of the Office button and the Document Information Panel as the place to see and manage metadata and other document properties.

There were several new features in Office applications like Access, One Note, etc., that I saw in demos but have yet to take for a test-drive.  KMA has the bits installed in our lab, so watch this space for more updates as we continue our testing and learning.  Meanwhile, check out this excellent image gallery that shows off the new user interface and other key features in Office 2010, and this overview [Download OfficeOverviewFS].

On-Line Social Stratification: Different = Bad

I recently had the opportunity to hear danah boyd of Microsoft Research speak at a Mass Technology Leadership Council (MTLC) event about social media.  Although the principal themes of the event were supposed to be about ROI on Social Media, Ms boyd's remarks were the highlight of the day for me.  Her topic of study (through her work for Microsoft, Harvard University, Cal-Berkeley, and others) is the intersection of technology and society, mostly in the form of how young people use social media, and her remarks provided useful insights into how tomorrow's information worker regards social media technologies.

Several weeks after the MTLC event, I happened upon a transcript (actually, her crib notes) of Ms boyd's remarks from a later presentation to the Personal Democracy Forum in New York.  It captured and built on some of the themes we heard at the earlier event, and provided some timely updates to social media use cases (#iranelection, Michael Jackson's death).

The single most resonant point in Ms boyd's remarks was one that not only applies to Internet-based social media sites, but also much more broadly:

"One thing to keep in mind about social media: the internet mirrors and magnifies pre-existing dynamics."

She uses this point to underscore social stratification in on-line communities along lines of age (teens don't Tweet), socio-economic status (Facebook vs MySpace), race, sexual preference, etc., but it also applies to smaller communities.  It's critical for us, as those who help information workers effectively implement and use these technologies, to keep this in mind as we look to social media and on-line communities as ways to bring people together within an enterprise.  We heard plenty of "Mom and apple pie" sentiments of this type at the recent Enterprise 2.0 Conference, e.g., "It's about culture, not tools," "It's 90% sociology, 10% technology," etc., but seeing this point borne out in the larger Internet environment and supported by broad, rigorous research really brings it home.

A good rule of thumb in practice seems to be:  if your people won't pick up the phone to call one another to ask for or offer help, a well-engineered implementation of SharePoint, Lotus Notes, SocialText, Jive, etc. although useful for many things, is not the solution to your collaboration problem.

Crowd-Sourced SharePoint Governance via DebateGraph Visual Wikis

I read with interest a recent post by one of my favorite bloggers, Paul Culmsee that I want to share.  I especially like Paul's blog because:

1. He and I care about some of the same things:  Project Management, Governance, SharePoint, and pop culture (although I prefer Eric B & Rakim to Opeth, and I haven't yet had cause to integrate Tom Cruise into my blog's content, thematically)
2. We're unlikely to compete with each other for business, given the distance from Perth to Boston, MA (11,635 miles).
3. He's generous with his knowledge and his opinions, and has welcomed correspondence and feedback on these topics.
4. He writes in a breezy style, accessible yet insightful.

OK, now that the honorifics are dispensed with, I'll get to the point:  Paul blogged this week on an innovative approach to SharePoint governance:  a product called DebateGraph, which serves as sort of a visual wiki that shows graphically how ideas relate to one another.  An example follows (sorry for the static image -- can't fit the interactive version into this format):

Seven Sigma has created downloadable DebateGraph SharePoint web parts to allow users to visually show the debate of any issue within a SharePoint wrapper, but to me the most interesting application is the one where "n" is the biggest:  Seven Sigma's public, Internet-facing debate about SharePoint governance, shown in the example shown above.

So, if you have strong opinions about SharePoint governance (I know you're out there -- you haven't been shy about expressing your opinions with me), please take a look, vote, and make your voice heard about what works and what doesn't in SharePoint governance.  Join the debate today!

Putting More "ME" in "TEAM"

As someone who works every day with teams, some as long-lasting as a consulting practice team and some formed and dissolved as quickly as it takes to create a presentation, I always find it interesting to read research about what makes teams succeed or fail.

In the May, 2009 issue of Harvard Business Review, senior editor Diane Coutu interviewed (note: subscription or purchase required) Richard Hackman, a Professor of Social and Organizational Psychology at Harvard University and expert on teams.

I found Professor Hackman's insights on team dynamics fascinating, and expect to use them as both a participant and a leader of teams.  Some of the key insights I took away follow:

1.  Dissent is important.  An important role on the team is that of the deviant, defined by Hackman as someone who challenges the status quo, the person willing to incur personal cost to say things that nobody else will, the person who won't hesitate to say, "Why are we doing this at all?"  As the summary in another HBR article (from 2007) states, "The absence of conflict is not harmony, it's apathy."  Having social norms that encourage healthy dissent and lively debate, and an environment where people can feel comfortable hashing out ideas is critical.  Note:  Dissent is different from discord, which is divisive and corrosive.

2.  Don't underestimate the cost of newness.  There is significant research (by NTSB, NASA, and others) about the effects of inexperience in working together on team performance.  Plan for the "forming" stage in the group development lifecycle of forming --> norming --> storming -->  performing.  Leigh Thompson's work, such as her book "Making the Team," is worth reading for more detailed guidance. 

3.  Teams aren't always the answer.  In truly creative endeavors, too many participants may be more of a hindrance than a help.  Authoring this blog post would have taken longer to coordinate, and the key themes and message would have been diluted, if I had to develop them with a team.  Hackman challenges team leaders to find "the balance between individual autonomy [frequently the reason why people get into the consulting business] and collective action." This is one of the core challenges for any team leader in a creative field such as design, software development, etc.

I completed the article with:

• a renewed commitment to better define my teams' mission, boundaries, and members' roles;
• thoughtfulness about which tasks are best-suited to a team, and which to individual contributors;
• a desire to get the assistance of my partners in committing resources to organizational support, structures, and coaching to help all of our teams perform better; and
• a new book to add to my reading list:  Hackman's "Leading Teams."

On-Line Identity Management 2.0: DandyID

Our firm focuses a great deal on collaboration as a way to solve business problems, and we view social media tools as a great addition/complement to the Microsoft Information Worker technologies we use and advise our clients about every day.  Accordingly, several of us have accounts with such services as:

• Typepad (blogging)
• Flickr (photo sharing)
• Delicious (social bookmarking)
• Twitter (microblogging).

One of the most difficult things about using all of these "best of breed" services is maintaining a centralized record of account credentials for each of these services.  I recently learned of a tool that I've been looking for for quite a long time: DandyID, an on-line tool for managing, in one place, all of my on-line identities.

I tried out DandyID this week, completed my profile, associated my DandyID with my various on-line profiles (out of the hundreds they offer), and used DandyID to verify my credentials with the services that offer this option.  I also was able to see where I rank among the digiterati, as far as the number and quality of my on-line presences.

I then took a link to my DandyID profile and dropped it into my e-mail signature so that people can follow me on-line using the services and accounts I've chosen to share with them.  (NOTE:  This is not managed on a user-by-user level via DandyID -- content is shown or hidden based on security/privacy settings in each of the individual services.)

  

I've used the free version to do everything I've described here, but DandyID also has a premium offering for $4.99 a month that includes social stats and analytics about how and where people interact with you on the Web.  I've also yet to explore the "Contacts" functionality in DandyID -- looking for a good use case to test this.

Now, if I could only find a centralized service to manage all my passwords across those accounts...

NOTE:  Shout-out to @DougCornelius and @jackvinson for the Tweets that led me to this tool.

SharePoint Workflow via K2 blackpoint

As a firm with deep investments in .NET development at more of a "foundation" level (e.g., Windows Workflow Foundation), KMA has been somewhat hesitant to invest aggressively in third-party workflow solutions for SharePoint such as Nintex, AgilePoint, and K2.  In the meantime, we've invested in developing a thorough understanding of three key approaches to SharePoint workflow:

1. effectively using SharePoint's native workflows
2. creating SharePoint workflows with SharePoint Designer (now a free download from MSFT) 
3. creating custom workflows in .NET with Workflow Foundation.

In fact, a few years ago, we created a white paper about these different approaches, detailing the strengths and weaknesses of each.  At the time, we consciously chose not to include ISV (Independent Software Vendor, or third-party developer) solutions because it would expand the scope of the white paper too broadly.

Meanwhile, we've monitored the marketplace for ISV workflow solutions.  This week, I attended the monthly New England SharePoint User Group meeting, including a featured speaker from K2, a leading workflow ISV.  K2 has had a presence in the workflow market for many years with their K2.NET and blackpearl workflow engines for the enterprise.  blackpearl is K2's current enterprise offering, and it contains some capabilities for SharePoint-specific workflow development.

In this week's session, we were shown key differences between K2's new blackpoint offering and the richer blackpearl as follows:

• blackpoint has business-user-oriented user interfaces for workflow design that blackpearl does not have in its current version: 
  1. blackpoint Studio, a standalone Integrated Development Environment for creating workflows
  2. blackpoint Web designer, a SilverLight-based tool for visually designing workflows from within SharePoint
• blackpoint has reduced complexity (read: reduced functionality) to make it easier for business analysts and business users to develop SharePoint workflows without writing .NET code.
• blackpoint is priced much more aggressively than blackpearl, its enterprise-class cousin.  blackpoint pricing spans from $5,000 to $15,000 per server; blackpearl is orders of magnitude higher.

Given the aggressive pricing for blackpoint and K2's reputation in the Microsoft community, I look forward to our firm's being able to see more and test blackpoint, as many of our clients are approaching business process automation as a key initiative in their "sophomore year" with SharePoint 2007.