The Gilbane Advisor

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Don’t Forget Today’s Webinar

Mary Laplante will be moderating a webinar at noon eastern time today, Web Experience Management: Essentials for Engaging Customers and Winning Loyalty. The sponsor is Fatwire, and the speakers will be Yogesh Gupta, President and CEO of FatWire; Sovan Shatpathy, Manager of Web Infrastructure at Linksys; and Erik Kulvinskas, Web Coordinator for the Colorado Department of Transportation. We are seeing a lot of activity in Web Experience Management, and Mary offers the following definition:
Web experience management is a business practice that formalizes an organization’s approach to relating to its audiences through web-based channels. WEM is based on the premise that engagement that delivers high value to all participants does not happen by accident, but rather, by design. Only when experience is deliberately managed does it become repeatable, predictable, and capable of being improved and optimized. WEM, as a business practice, is enabled by a range of technologies, including web content management, personalization, dynamic content delivery, analytics and optimization, and emerging tools for social computing. As such, WEM calls for integrated marketing and IT processes.
Registration for the webinar is still open.

“Beyond Search” at Gilbane San Francisco

We have a lot of search coverage at our San Francisco conference in a couple of weeks, including a conference keynote, a track keynote, multiple panel sessions, and an in-depth workshop. To complement all of this we are offering a 20% discount to registered attendees who order Beyond Search: What to do When Your Enterprise Search System Doesn’t Work, by Stephen Arnold.

Steve is being interviewed by Lynda Moulton in the Enterprise Search track keynote, so you can pepper him with questions after you read the report. All registered attendees will automatically get an email with the coupon code to use for the discount. If you can’t make it to San Francisco you can still get the report at .

Find out more about what we’ll be covering in our search track on Lynda’s search blog. Though there is some overlap, also see the Search and Semantic Technology category

Acrobat.com…

was announced yesterday, and is available now as a public beta. By all means, check it out. I have been playing with Buzzword, and like it. I did manage to break it trying an Export to Word 2003 XML, but it is a Beta after all.
I do wonder about the export choices, which, apart from Acrobat, zipped XML, and plain text, are all Microsoft–Word 2003, Word 2007, and Word 2003 XML. This makes perfect sense if Adobe sees Buzzword as the Web interface in a Microsoft-centric document workflow. But I can see other use cases, especially ones where the content is destined for a Web CMS (or is already in a Web CMS and is being updated. In these cases, the Web CMS would likely not want the overhead of the complex Microsoft file structures.
I think we are getting a briefing on Acrobat.com shortly. I will see what Adobe has in mind.

What’s in a Name: Information Access Software vs. Search?

This one almost slipped right past me but I see we are in another shoot-out in the naming of search market segments. Probably it is because we have too many offerings in the search industry. When any industry reaches a critical mass, players need to find a way to differentiate what they sell. Products have to be positioned as, well, “something else.”

In my consulting practice “knowledge management” has been hot (1980s and 90s), dead (late ’90s and early 2000s), relevant again (now). In my analyst role for “enterprise search” Gilbane has been told by experts that the term is meaningless and should be replaced with “behind the firewall search,” as if that clarifies everything. Of course, marketing directories might struggle with that as a category heading.

For the record, “search” has two definitions in my book. The first is a verb referring to the activity of looking for anything. The second, newer, definition is a noun referring to technologies that support finding “content.” Both are sufficiently broad to cover a lot of activities, technologies and stuff. “Enterprises” are organizations of any type in which business, for-profit, non-for-profit, or government, is being conducted. Let us quibble no more.

But I digress; Endeca has broadened its self-classification in any number of press releases to referring to its products that were “search” products last year, as “information access software.” This is the major category used by IDC to include “search.” That’s what we called library systems in the 1970s and 80s. New products still aim for accessing content, albeit with richer functions and features but where are we going to put them in our family of software lists? One could argue that Endeca’s products are really a class of “search,” search on steroids, a specialized form of search. What are the defining differentiators between “search software” and “information access software?” When does a search product become more than it was or narrower, refined in scope? (This is a rhetorical question but I’m sure each vendor in this new category will break-it out for me in their own terms.)

Having just finished reviewing the market for enterprise search, I believe that many of the products are reaching for the broader scope of functionality defined by IDC as being: search and retrieval, text analytics, and BI. But are they really going to claim to be content management and data warehousing software, as well? Those are included in IDC’s definition of “information access software.” May-be we are going back to single-vendor platforms with everything bundled and integrated. Sigh… it makes me tired, trying to keep up with all this categorizing and re-redefining.

Market Update on Day Software’s Communiqué

Several clients have recently asked about Day Software and whether its Communiqué is still being actively developed. The answer is a resounding “yes.” In fact, the product remains one of the most technically sophisticated and flexible content management applications on the market. Because Day continues to be highly involved in Java development communities, information technology departments are usually its strongest supporters. Communiqué’s technical flexibility affords IT rich integration and product-extension capabilities and an overall standards-based architecture that often aligns well with services-oriented design methodologies.

Unfortunately for Day, its focus on the technical side of the product has been at the expense of simplicity and elegance in the user interface, producing at times a product too complex for non-technical business managers. To its credit, the vendor has recent made improvements in user interface design. Its longstanding reputation for UI complexity, however, still sometimes causes enterprises to eliminate Day from serious consideration.

Given Day’s past marketing foibles in the U.S. (including a near withdrawal in 2002-2003), there still lingers in the minds of prospective customers some question about the vendor’s commitment to the U.S. market. We feel comfortable saying that Day has demonstrated a strong commitment to this market over the past three to four years; and we see this trend continuing with its recent UI improvements, ongoing leadership in Java development, and a nascent but well-deserved increase in interest from enterprises trying to combine integrated multi-module solutions (Web content management, digital asset management, document management, portal, and collaboration) with technically strategic services-oriented architectures.

Thinking about Enterprise Search the Right Way

A major differentiator for search products used within enterprises to enable finding enterprise generated and re-purposed content is intent. For too long the focus has been on search for content based on keywords that are contained in target content. Target content has been determined by what repositories and document formats are explicitly included in the search engine “crawl.” This simplistic approach to search for the most appropriate content does not work.

At an upcoming session, EST-3, in the Enterprise Search track at the San Francisco Gilbane Conference, we want to change the discussion about why search is needed for enterprise content and how it should be implemented. This means putting a focus on the intent of a searcher. In an e-commerce Internet experience we assume that the intent of a searcher is to find information with an end goal of selecting or purchasing products. But much of the content that is crawled on the Internet is “discovered” by all kinds of searchers who begin with no particular intent but curiosity, self-education, or with a search for something entirely different. We all know where that lands us – in a pile of stuff that may contain the target of our intent but mostly stuff with little relevance.

Enterprise search has to be thought of as a value-added tool for enriching and improving our work experience and efficiency. If it is installed, implemented and tuned with little thought as to intent, it becomes another white elephant in the basement of legacy IT failures. Intent needs to be constantly explored and examined, which means that search administrators will routinely be talking to representative users, and surveying expectations and experiences.

In our enterprises we search for content for many reasons. It is what we do with that content that creates business value or not. Too often, organizations discover that the content workers need to perform at their highest levels is not found. This may be because search implementation(s) are not delivered to the desktop to fit easily into workflow, or the interface is hard to use. It can also be that required content never gets included as a retrieval option. Search experts can give us guidance to establish search tools in the ways that fit how workers seek information and find actionable content to better their work output.

On June 19th three such experts will talk about cases in which search solutions were designed for a particular audience. If you are in the audience to hear them, please comment through this blog on what you learn. New insights into applying search “the right way” are a refreshing addition to case study library.

Speakers:

Jean Bedord, Findability & Search Consultant, Econtent Strategies, Search for the Enterprise: Creating Findability
Mark Bennett, CTO, New Idea Engineering, Protecting Confidential Information within the Corporate Search Box
Mark Morehead, Senior VP, MuseGlobal, UWire: A Case Study in Using Search to Streamline Editorial Processes in the Enterprise

Gilbane San Francisco In-depth Workshops 3 weeks away

This year we have 5 half-day workshops following our conference with 5 excellent expert instructors. These are a great complement to the conference for those of you really need to dig-in to a topic.
A: Web Content Management Systems: Architectures & Products
Tony Byrne, Founder, CMS Watch, Publisher, The CMS Report
B: Enterprise Search: How to Successfully Adopt and Deploy Search
Lynda Moulton, Lead Analyst for Enterprise Search, the Gilbane Group
C: The Hive: A New Model for Extracting the Best from ECM Initiatives
Cairo Walker, Consultant, Enterprise Content Management Graduate Program, University of Technology, Sydney
D: Buying and Implementing Content Management and Global Translation Management Systems
Andrew Draheim, Globalization Consultant, Dig-IT!
E: Social Media 101: Building a Social Media Roadmap
Rachel Happe, Research Manager, Digital Business Economy, IDC
Registration information

Search your Enterprise Really Needs

In the forthcoming Gilbane research report, Enterprise Search Markets and Applications Capitalizing on Emerging Demand, I describe several distinctly different scenarios for search applications. The variety of search products underscores innovative approaches to applying search and diversity of needs. The Enterprise Search track at the upcoming Gilbane Conference in San Francisco will feature numerous examples of why and how search is being applied across small, medium and very large domains of enterprise content. Hearing from those experienced in implementing and deploying search solutions will inform you when positioning your search “must haves” as you narrow possible options.

Our first group panel will feature two consultants and a solutions provider each with a perspective on aligning the search problem you are trying to solve with a business case and the type of product being offered. As moderator, I will be looking for examples from speakers that will resonate with the audience to provide a connection between what has been demonstrated as valuable and workable, and what conference-goers are seeking. These sessions are about matching experience with investigation and creating an environment for exchanging information and allowing inquiry and research to flourish.

Much has been made of the rise of “social” technologies in the past year, but technology is only a tool. Any meeting gathering with product exhibits facilitates your first-hand viewing of technology and the vendors offering products. But more important, are the professional social connections that give flesh and realism to the application of technology. If you set out to ask just one question of each speaker you meet or fellow attendee, make it one that will help you build a realistic picture around a product you are considering to meet a need. For example, ask not about whether product “A” can perform function “XYZ” but what it took in terms of human resources to deliver that terrific interface that the speaker is showcasing. Social networking gives you that opportunity.

Professional conferences are learning opportunities and, compared to today’s college tuition costs, a great bargain. Also, educational institutions are relatively limited, exposing you to controlled scenarios or short-term experiences. What you gain at meetings like the Gilbane conferences is opportunity to benefit from long-term experiences in real business situations by asking those who have been there and done that, how it came about, got built and what the demonstrable outcomes are.

A look at these topics for session EST-2 shows how our speakers will frame their experiences: Venkat Rangan, CTO, Clearwell Systems, Search and Information Retrieval Needs for eDiscovery; Randy Woods, Executive VP, Non-linear Creations, Best Practices for Tuning Enterprise Search; Sam Mefford, Enterprise Search Practice Lead, Avalon Consulting, Beyond Silos: Changing ‘Hide and Seek’ to ‘Index and Find.’ I’m always looking for new perspectives on search and ways of helping my clients understand their options. This will enrich my own learning experiences, as well.

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