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MicroWorks has been deploying SharePoint solutions for our clients since 2001.  Our SharePoint and IM practice continues to grow, and we are looking for an experienced SharePoint Specialist to join our team.
 
What happened to my newspaper? What executives should know about Information Technology’s future.

By Kendall Lougheed, President

A light bulb went on this morning.  Two news items on CBC radio are telling us an important story and I don’t think that very many corporate executives are ready for the ending.  One news item tells a final chapter - the end of traditional communications.  The other news item announces the beginning of another communications era.

Traditional communications media are on the way out

This morning, CBC reported on the CanWest media empire bankruptcy and disposition of its TV stations and newspaper assets.  These companies no longer know how to make money. Their declining audiences have moved elsewhere and advertising revenues have declined.  Bottom line is that traditional media communication systems are anachronisms.  This trend can be quite discomforting to those of us who grew up on “old” media. After all, there is something special about Lloyd Robertson telling us the news with his confident, professional and authoritative demeanour.   And what joy we feel sitting down on a Sunday morning with the newspaper and a cup of coffee.

But there is a decline and we need to question why.  Are audiences just moving to other media such as the Internet?  Yes, to some extent, but content itself is also changing and with it, the communications model itself.   But first, consider the new communications media.

The new communications media are Internet based and have no limits

On March 9, 2010, Cisco Systems, the world’s largest networking systems manufacturer announced their new CRS-3 carrier-class router.  This new media-aware equipment provides a 12-fold increase in network performance and offers 322 Terabits per second of information transfer. Sounds impressive… how fast is that?  Well, it “enables the entire printed collection of the Library of Congress to be downloaded in just over one second.  Every man, woman and child in China can make a video call simultaneously; and every motion picture ever created can be streamed in less than four minutes”.  The CRS-3 is 8 million times more powerful than the Radio Shack computer I bought in 1979. 

Canadian Telco and cable companies will soon install these Cisco CRS-3’s.  In fact, the carriers are busy upgrading their infrastructure to deliver more content in more forms to our homes, our offices, and everywhere in between.  We will watch high definition movies in 3D, we will have access to more online services and enjoy any content without delay. Why run down to the video store when you can click a button to get the same movie?  Why not watch the news when it’s convenient rather than when the network slots it into their schedule?  Why not put together your own TV series on submarine warfare? 

Your TV, radio, computer, mobile phone, alarm system, stereo, even your 8-track will all be connected at limitless speed to everything everywhere.  And according to Cisco, the CS-3 is designed to transform the broadband communication and entertainment industry by accelerating the delivery of compelling new experiences for consumers and new ways to collaborate in the workplace.” 

The new communications model and the new content

The old media model is essentially a one-to-many distribution system. Content is delivered from a single source to a mass audience, usually in a given geographic region.  Content production and distribution reflects the capabilities of the technology. One printing press manufactures a newspaper’s content that is distributed by truck overnight.  A television station broadcasts local news while its network does national or regional news.

The new communications model over the Internet permits a varied and dynamic communications model, including one-to-many, one-to-one, many-to-one, and many-to-many. Because of this, new media can engage audiences or users in new and unique ways.  Mass communications to broad audiences is giving way to common interest groups, or communities of interest. Groups may be Westmount High School pals, an interprovincial policy working committee, an Elvis fan club, or an ad hoc group of engineers specialising in constructing tall buildings on mud.

Public and office communications are becoming more personal and less formal.  I am one person who likes privacy and am horrified at the thought of exposing my life to the public.  We send and receive vast amounts of email daily and we have all become more tolerant of typos, concatenated sentences, and fuzzy ideas. We gave up quality writing standards because of the sheer volume we have to deal with.  Our dependence on email is becoming increasingly heavy.

With the new communications model we can work and play online, near line, or offline.  We can communicate with increasingly varied forms.  Through its short history the Internet started with plain email, became a mainstream technology when layout and graphics (HTML web pages) became available, and now easily does audio, video, text, animation, and live action.  Microsoft Office, our source for Outlook e-mail and productivity applications, is going 2010 this year and it promises to take us to the next level of design and communications.   Multimedia support will finally integrate our computer-based phone system with our contact lists, video with our audio and rich animation to liven up our PowerPoint presentations, and offer rich online meetings. 

What does this mean for your organization?

Facebook, Twitter, LinkedIn, YouTube, Delicious, Digg, EOS, Netmeeting, and Plaxo are names of systems you’ll want to know about.  The same applies to social bookmarking, blogs, cloud tagging, Wiki’s, and RSS.   You are going to need to learn when and how to apply these technologies in your own organizations.  

You will have to accept the co-existence of the personal and the professional. Decentralized communications means loss of control. Content about your organization will come to exist as much outside your physical and electronic walls as inside. You will have decreasing central control over the conversation between your organization and your customers.  Your reputation will be determined by people you never knew.  Your corporate records now hide in your email. They will soon be pasted onto Web sites or stuck into some Facebook discussion that you can neither save nor destroy.  Your administrators will have to figure out how to manage corporate information assets in this environment.

I have a University degree in communications, over 40 years of technology experience, and, as you can probably tell, communications is a favourite subject.  Yet the challenge of coming to grips with new media is daunting to say the least. Maybe it’s because I am pushing 60.  Younger generations coming into your companies are not troubled in the least by these new ways of conversing.  But for you - the executive - the mission of your organization may remain just as valid now as before, but execution of your mission is going to transform into something very different, very quickly.

The broad objective for the savvy media-aware executive will be two-fold. First, you must develop good communication tools that will engage your customers in an open forum.  You will have to deal with the bad and the good, so get used to it. Your ability to respond to your customers will still define your success.   Second, you must find a way to capture and manage significant content to leverage it in the future.  The communications tools and the leveraged content will foster tomorrow’s success. 

Managing Information
by Jill Austin, Director IM Practice
Jill.Austin@MicroWorks.ca
 

The association for enterprise content management (AIIM) has produced a white paper on the 10 excuses given by managers for not introducing document management.  Basically it says that managers need to be convinced to do document management because they:

1.       Aren’t concerned about how long staff are spending looking for information.

2.       Aren’t worried about being sued and having to produce critical records.

3.       Aren’t concerned about how much it’s costing staff to create, file, search for and reproduce lost documents.

4.       Aren’t concerned about the cost or environmental impact of photocopying documents (the average for a document is 19 times).

5.       Aren’t concerned that staff are spending 1½ hours per day on average managing email.

6.       Are happy to fly everyone in for meetings at which everyone has a different draft of the document being discussed.

7.       Don’t worry about losing information in a disaster.

8.       Aren’t that concerned about information security.

9.       Don’t think process automation is cost effective.

10.   Don’t think that managing documents is as important as managing financial information and HR systems.

After reading the paper, I felt more than a little insulted on behalf of managers everywhere. 

I’ve been working in the IM field for a long time and have talked to many managers about their corporate information.  The managers I talk to are more likely to be lying awake at night worrying about these very things. 

The most common concerns that I hear from managers are:

1.       I know we have problems and I don’t know how to fix them.

2.       We’ve tried different systems and people don’t use them.

3.       Everyone’s too busy right now to take this on.

My responses to these concerns are:

1.       Many organizations are facing the same problems, and they can be fixed. There are best practices out there and there are professionals who know what to do.

2.       You need a good system that is integrated with the tools people use every day, that isn’t overly complex, and is introduced in phases. 100% adoption has to be the goal from day 1. You need to involve users in defining the solution. They need a sense of ownership over the solution that is introduced.

3.       Treat it as a project, and find the best time to do it. Management has to make it a priority. The project doesn’t have to over-tax your people, but they know the business and have to be involved in defining a solution that will work for them. You can bring in the experience you need to put fresh eyes on the problems and help select and implement the best solution.

When it comes to managing information, often small changes can have a big impact.  Bite off manageable pieces to tackle, and tackle the high impact ones first. The rest will follow.

SharePoint 2010 - Big improvements coming

By Jill Austin, Director, IM Practice

Microsoft has at last unveiled features of SharePoint 2010 and there are lots of exciting improvements. Some of the highlights (from an information management wish list perspective):

·         The Ribbon is integrated throughout SharePoint.

·         Compliant, accessible (WCAG 2.0) XHTML for browsers including IE, Firefox, Safari and mobile browsers.

·         Social networking includes managed taxonomies and folksonomies, expertise finding, content rating, commenting.  Improved wikis and blogs.

·         Much improved search with FAST integrated. Previews of Office docs in search results.

·         Records management integrated into document libraries. Documents can be locked for changes and have multistage lifecycle.  (Yeah!)

·         Document sets can create collections of documents with shared metadata (Yeah!)

·         Million-plus item lists, and ten-million item libraries.

·         Taxonomy management and ability to drive metadata into documents automatically (e.g., based on folder); automatically route documents into the right library (Yeah!)

·         Service Applications manages content types and taxonomy across sites, collections, web apps, and server farms.

·         Multiuser editing with shared visibility of real time changes in Office documents.

·         KPIs, available in all sites, can be used track project status. (Yeah!)

·         Performance Point Services integrated into SharePoint. Interactions with PivotTables, sparklines and slicers in Excel.

·         SharePoint Online for Internet Sites will host public Web sites

·         Mission critical Access applications and Visio diagrams can be hosted by SharePoint.

·         Sites are now made up of pages in a library, and each can be edited inline. Much improved themes and branding tools for sites.

All pretty exciting for those of us living in SharePoint day and night!  Still hoping for better integration between Outlook and SharePoint – will find out more over the next few months. The public beta will be available in November and we will want to try it out for ourselves and provide more info at that time.

We need a knowledge management community in Ottawa!

by Jill Austin, Director, IM Practice

We’ve been talking and hearing about knowledge management for years. It was an idea that was ahead of its time, in many ways. Companies tried to implement mega-KM projects that were really destined to fail because they were trying to boil the ocean. Most solutions didn’t have a good answer to the ‘What’s in it for me?’ question – something busy people will always ask.

Several things have re-energized the quest for corporate knowledge management. One is the emergence of social media, providing better tools for building collective intelligence. Another is the influx of a new generation of workers who expect (demand?) knowledge sharing and a collaborative work environment. Related to that is the tidal wave of Boomers retiring – and taking their 30 or 40 years of experience with them. It’s a truly scary prospect having all the knowledge walking out your door.

Over the past few months, I have been reaching out to organizations in Ottawa to find out what KM initiatives they have underway. Everyone likes to talk about what they’re doing and everyone is hoping someone else has a better idea.

One suggestion I’ve heard is to form a KM community of practice (CoP) in Ottawa. I think we need one that is open to everyone and is not sector-specific (not just public service or NGO’s, for example).  

This is the place to go to ask who’s doing corporate wikis and how are they working out? What are you doing to capture lessons learned and best practices? What policies have you instituted for staff about use of social media tools?

MicroWorks is willing to host a CoP site to help get things started. Face-to-face meetings would be great, too – maybe find a nice pub for get-togethers!

If there is someone in your organization who is interested in knowledge management, please send them this blog.

If you’re interested in sharing experiences about managing knowledge in your organization, send us an email: admin@microworks.ca. Give us any ideas you have about what you’d like to do and how you’d like to do it.

Looking forward to hearing from you!

Start planning today for the upgrade to Windows 7

by Rob Cunningham, Director, Infrastructure Practice

As I’m sure you are aware, Windows 7 is coming. Microsoft Windows 7 just received RTM (release to manufacturing) status. This means that very shortly, all PC manufactures will start pre-installing Windows 7 on all their PC’s and laptops, and Windows 7 will be available on the store shelves, and from resellers.

Windows 7 will be available on Oct. 22, 2009, so now is the time to start evaluating and planning for its introduction in to your business.

At MicroWorks, we have been using Windows 7, both in Beta and final build version for several weeks now, and are pleased to report that it is working great, and have had minimal, minor compatibility issues. Overall it is faster, more responsive, more intuitive, more efficient and better supported for third-party hardware.

You might be asking yourself “why would I want to upgrade to Windows 7?” Well there are a many reasons; here are a few highlights of the enhancements:

  • Quicker Install time. Windows 7 can be installed much quicker than Windows Vista, and at least as quick as Windows XP.
  • UAC Controls. Remember all those annoying prompts in Vista asking you if you wanted to run something, install something, use something, etc. They are mostly gone, and the ones that remain can be easily turned off.
  • Superbar – The latest version of the task bar, for managing opened programs and documents much faster and more efficiently than in previous versions.
  • Aero Peek – The replacement for Show Desktop lets you “peak” behind open windows and view your desktop and or documents.
  • Aero Snap – Ability to maximize or minimize a window just by dragging it to the edge, rather than hunting for the tiny buttons on the top right. Snap back to a window by just dragging it away from the edge.
  • Blu-Ray Support – Native support of Blu-Ray optical disks, and the ability to write to Blu-Ray recordable Media
  • Speed – both start-up / shutdown, as well as operationally, have been noticeably improved.

Windows 7 provides better speed, higher productivity, more stability and an overall better user experience, all of which will reduce costs for your business.

Let MicroWorks assist you in evaluating your current environment, and plan for the introduction of Windows 7 in your business.

Windows 7 truly is the best Windows yet.

Highlights from the Microsoft Worldwide Partner Conference, New Orleans 2009
by Jill Austin, Director, Information Management Practice
 

During the conference, I’ve been trying to glean what I can about Office 2010. What I’m hearing is pretty exciting and music to my ears as an IM specialist. Here are some of the notes I’ve made:

·         Exchange 2010 will have voicemail and email archiving, voice to text conversion in local languages, and email will have retention policies and ability to enforce legal holds (established by a designated compliance officer).

·         PowerPoint Broadcast is the name for PowerPoint 2010 and it has all kinds of cool features added to enliven presentations.

·         Word 2010 features simultaneous edit by multiple authors. You check out sections of a document and then synchronize changes (“collaboration with control”).

·         Excel 2010 is phenomenal. They demonstrated on a laptop, a spreadsheet with 100 million rows in it (yes, that’s 100,000,000 rows!) and the ability to create pivot tables and extract data in seconds. The audience was totally wow'd.

·         SharePoint 2010 clearly demonstrates that this is the platform for Microsoft moving forward. The message here is - if you’re not on it now, you'd better get on it soon. It’s the storage backend for all these other apps and the integration between them is pretty seamless.

·         Because of the success of Excel Services in SharePoint 2007, Visio, Word and Access Services are being added to SharePoint 2010.

This morning’s keynote included a presentation by a senior researcher from Microsoft. This guy looks like a cross between the crazy scientist in Back to the Future and crazy scientist in Independence Day. His presentation was fascinating.

He talked about the future of computing and demonstrated with technology that is prevalent throughout the conference centre: Microsoft Surface.  This is the flat panel where you use your hands to extract, move, and combine documents, images, etc. If you saw the last James Bond movie or the movie Minority Report, then you’ve seen this. We’re all using it at the show to share business cards (no more physical cards) and get updates on conference events, local weather, bus schedules, and so forth.

If you have a few minutes and want to see something pretty cool have a look at this video. Everything in it is technology that Microsoft in working on now (expect to see this within 10 years). http://www.officelabs.com/projects/productivityfuturevision/Pages/default.aspx (click on Watch the Video and select the Watch as WMV for the best picture).

The Myth of SharePoint for Collaboration and Document Management?

By Kendall Lougheed, President, MicroWorks

I just attended a SharePoint users group meeting the other day and I walked away with the feeling that I had stepped through a time warp from 25 years ago.  The room was filled with all kinds of people but the presentation was for developers about how to get this done or that done.  And then I thought about all the SharePoint projects that get over-engineered, then stumble or even fail.   So how is it that one company (ours, I say immodestly) can bat 1000 for successfully adopted collaboration and document management systems in a relatively short time while others seem to take forever and even end up being abandoned.  I have an opinion that I would like to share.

Fundamental Mistake Number 1 – “Build it and they will come.”
Let’s do an intranet, put up some information and people will get drawn to it over time.  Sigh.  Busy people do not have time to poke around a web site and see if anything useful will show up eventually.  That intranet better be purposeful right away or you lose your chance just like that.  Do not let your developers or your IT staff guess at what your organization needs.  No matter how smart they are (and they are usually very smart), they are not the voice of your business needs.    Nope, this approach is dead in the water.

Fundamental Mistake Number 2 -  “Let’s make a list of our requirements.”
In its best form, this involves business analysts, consultations, senior level involvement. Sounds great but all too many companies end up with a list of requirements, compare them to SharePoint’s capabilities then abandon or build.  Both can be a big mistake.  The requirements list ends up like a shopping list written when you’re hungry – lots of everything whether you need it or not.  I believe in business analysis but not the shopping list kind. 

Fundamental Mistake Number 3 – “Let’s get an IM expert to figure it out.”
Yes, maybe.  But do you really want to go to an extensive document management system with full workflow controls everywhere, and with compelling all your users to type in metadata until they are blue in the face?  Look how many excellent RDMS solutions there are out there and users hate them.  Notice how they have tended to move their documents from the corporate RDMS and back to the email system or their C Drive? 

Keys to Success
If you want a successful, relevant document and collaboration solution be sure to do the following.  Begin with a good visioning exercise that involves all levels of the organization.   We have huge (100%) success with our process because it builds vision, momentum and consensus very quickly.  Next do your business analysis but ensure it has an effective facilitation component so that minor needs do not falsely become major needs.  Include a priority setting exercise to identify the most impactful solutions for quick wins and initial deployment.  Focus on adoption – users are not willing to take very long to apply metadata or to fight with a taxonomy they do not understand or care about.   Most important, focus on simplicity.  I will go on record to say that over 90% of what users want when it comes to identifying, collecting, managing, and reusing content is captured right out of the box in SharePoint. 

Solve SharePoint problems before they happen

by Jill Austin, Director IM Practice

One of the things that we have learned from our years of implementing SharePoint solutions is the importance of having a governance plan. Often people just want to get started with SharePoint, usually to solve a pressing problem.  One of SharePoint’s strengths is the ease with which you can ‘just get started’, particularly when implementing Windows SharePoint Services (WSS). If you’ve done sufficient planning, requirements definition and design, then you’re ahead of the game. But, you will still run into problems very quickly unless you have a plan for governing the new system.

Your new SharePoint is a living thing. It has to grow and change with your business over time. You have to plan for this to happen and do the planning before you release SharePoint to your organization.

What are the elements of a governance plan?

·         A SharePoint roadmap to plan for new features in future releases, such as integration with other business applications or an extranet for collaboration with stakeholders or customers.

·         Custodians defined for all the evolving elements: portal pages, metadata, navigation and taxonomy, collaboration sites, document libraries and lists, records centre.

·         A SharePoint Administrator defined and trained to manage the server, user access, monitoring reports, and system upgrades.

·         Standards established for any development on the SharePoint platform.

·         A training plan to ensure that all users (current and new hires) know how to use the system and understand their responsibilities with respect to the content in the system.

·         Ongoing monitoring to ensure that the system is being governed according to the plan, and that the plan is renewed periodically.

Establishing governance is straightforward. The sooner you do it, the better – and definitely do it before your system goes into production.

When it comes to SharePoint, give us a call. We can help.

Re-purposing Microsoft SharePoint: Report on the SharePoint Summit in Montreal

by Kendall Lougheed, President

The word “SharePoint” can be heard every time you go near IT people these days. Just in case you don’t know what it is, Microsoft SharePoint is a web-enabled portal that acts as a repository for your corporate information.  Just as Windows is the interface to the applications and files on your computer, SharePoint is the window to your corporate applications and data.

But SharePoint has become a kind of Holy Grail. Microsoft touts it as being the most successful software for many years with many millions of licenses sold.  Everybody who doesn’t have SharePoint feels lacking and wants it.  Executives want to say they have SharePoint just like they wanted email and web sites on their business cards when the web was first popularised.

And SharePoint can do so many things.  Open up the box and you will immediately see a nice web site with a folder system for storing documents, a list of upcoming events, a list of contacts, a search box, news items, social networking, and dozens of other “web parts”. Rather like a large hardware store with so many tools. 

Great, we’re all excited and we’re all on board but what does it do? And there’s the rub.   SharePoint does everything and nothing.  At the Montreal Summit that ended yesterday (April 8, 2009), we heard presenters, architects, developers, and corporate users talk about what I shall call “re-purposing SharePoint.”  And it sounds just like the early days of the World Wide Web when the excitement of a single static page captivated our imaginations. But just for a while.   Now everybody is clamouring to build the next version, this time with a clear purpose.

As a corporate intranet, many users threw together a site with a little corporate information, HR policies, and maybe a travel claims form or two.  All static, nothing comprehensive, and nothing central to the information worker’s day-to-day life . “Build it and they will come” said many – a common mistake.   Well, maybe people came, but they didn’t come back.   It was like the old days of silent movies with Fatty Arbuckle and his crew playing baseball all day until somebody got an idea for the next scene.

Communities of practice, communities of interest, workgroups, collaboration groups, idea building.  All great notions and I am loyal still to these concepts from my early days studying Communications at University.  Many collaboration initiatives are not that active.  Adoption is a big problem, and people are concerned.   Often collaboration initiatives are like a membership to a health club. You know it’s good for you and you pony up your membership, but in the end you never seem to get the time.

The good news at the conference is the re-awakening of everybody who has been involved for at least one full iteration.  The Summit revealed new thinking on this that is deeply concerned with adoption, introducing best practice document management, analysing and implementing workflows, and aggregating data from the financial and CRM systems.  And there are many tools being developed to help overcome the limitations of SharePoint and to help integrate more information from more applications. 

And the best news is we are starting to see best practices emerge.  These best practices are looking well outside the developer world and into the worlds of business analysis, IT strategy, visioning, communications, library science, and document management.  The studies have always shown great potential for considerably improved productivity.  Just like the movies, we are in the age of talkies and colour.  We know we can do great technical production, but most importantly we know that we need a good script. 

Kendall.Lougheed@MicroWorks.ca

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