The Gilbane Advisor

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Submitting Proposal Requests to Vendors

While WCM needs-analysis and generation of a master requirements document (MRD) usually prove to be quite in-depth undertakings for most clients, the RFP submitted to vendors should aim to be as simple and concise as possible. Here’s why.

When vendors receive a very long, nuanced description of a functional requirement, it becomes easier for them to craft a response that technically satisfies the requirement and simultaneously to withhold other relevant and more meaningful detail. On the other hand, when vendors receive a brief description of a functional requirement or category, along with specific instructions to provide as much detail as possible (at risk of not receiving credit if enough detail is not provided), they often feel compelled to write as much they can. The abundance of information found in such responses usually allows the customer to discern just how well a vendor’s products or solutions match line items in the MRD.

Recommendation to Gilbane clients: After detailed needs analysis and creation of an MRD, pare the language for each functional criterion in the RFP to a somewhat general level. For example, rather than inquiring specifically about content locking models (along with the other 20-30 minute components within library services) ask instead for a complete description of what the vendor’s solution provides in the library services category. It is essential to state that more detail in the response is better than less, and that if a vendor omits relevant information, they may not receive full marks for that category. Following this suggestion, you will be surprised at how much more insight you gain from vendors RFP responses.

Trust is a Pact between a Vendor and Its Customer

There is nothing more disappointing to a consultant than to learn that a project in which you gave significant guidance to a client is experiencing a project meltdown…except maybe having everything get off to a positive start only to falter due to problems with the technologies being implemented. I have been burned several times lately and that surprises me because, as a former software vendor myself, I have pretty deep skepticism when it comes to overblown claims and can usually spot the companies I wouldn’t want my clients to trust. This was not one of them.

It is hard to deal with situations that you didn’t consider likely. A big one is a broken promise, even if it is implicit, not explicit. For a vendor to deliver a solid CMS product with a buggy search interface to toggle between keyword and metadata search is one thing. My client spent months getting it to work so that users could seek by keyword or on explicit metadata fields. They rolled it out and it was “OK,” if not great. But after much discussion with the vendor about the bugs, my client was pressured into adopting an upgrade to “solve the problem.” Unfortunately, the upgrade was an experience from hell, but worse was the fact that the old search controls no longer worked and there was no way to search metadata any longer. Having predicated the procurement on being able to search metadata… well, you get the picture.

What happened to the old motto of “first do no harm?” In my world that means you never release an “upgrade” that subtracts functionality. In the words of my client, “we consider this a major regression.” I consider it a serious breach of trust between them and the supplier but also between me and my client. Why would they ever trust my guidance about the solidness of a vendor again? Guess I have my work cut out for me to find some recourse for my client.

On a much more positive note, I will be offering commentary on the subject of trust and technology solutions when I participate in my first Gilbane Webinar with Oracle’s Brian Dirking, Wednesday, October 10th. The title is The Trust Factor: Secure Enterprise Search for High-Value Content and it will include some key considerations when considering your path to a successful search implementation. I’m still optimistic and enthusiastic that you can implement an excellent search solution for your organization if you really chose your strategy, your technology and your business partners carefully and I’m teaming with Oracle to reinforce that message.

It is free, so click on the title to sign up, even if you are in the beginning stages of your quest for a search product. I hope you will join us for the discussion.

Translations.com and Adams Globalization Announce Merger

Translations.com, a leading provider of technology-enabled language solutions, announced that it has completed a merger with Adams Globalization, a localization service provider with over 25 years’ experience. Financial terms of the deal were not disclosed. Austin-based Adams Globalization will become a division of Translations.com and will continue to be led by current President Bernd Cafulli, a veteran of the localization industry. Cafulli will join the senior management team of the combined companies and report to Translations.com Vice President, Hans Fenstermacher. Fenstermacher joined Translations.com as the result of a merger in May 2006. Allan Adams, Founder and Chairman of Adams Globalization, will be retiring from the business. Adams’s localization services team will remain in place and continue to serve their clients going forward.

Recosoft Ships PDF2Office Personal v4.0 and PDF2Office Standard v4.0

Recosoft Corporation has started shipping PDF2Office Personal and PDF2Office Standard v4.0 for Windows. DF2Office Personal and Standard v4.0 represents a major upgrade to PDF2Office Personal and Standard v3.0. PDF2Office Personal and Standard v4.0 interface with the Office 2007 product family via the ribbon interface and complies with Windows Vista. Both PDF2Office Personal and Standard contain 200+ new enhancements and improvements. Additionally, PDF2Office Personal and Standard take advantage of modern multi-core processor systems resulting in conversion performance improvement through its client-server architecture. PDF2Office enables you to recover the data stored in PDF documents, making them available for use by anyone. Since PDF2Office interfaces directly with the Microsoft Office family of products it is not necessary to acquire and install additional PDF editing software and tools. PDF2Office Personal and Standard v4.0 now includes the latest PDF Reconstruction v4.0 engine offering enhancements when converting PDF documents; including enhanced table recognition and processing, graphics processing, complex layout and PDF data recognition. Gradients in PDF files are also processed and limited clipping path support have also been introduced. PDF2Office Personal 4.0 and Standard v4.0 are available immediately from $29. USD. http://www.recosoft.com/

Day Software Expands Technology Relationship with IBM

Day Software (SWX:DAYN)(OTCQX:DYIHY) has expanded its technology relationship with IBM by joining the IBM ECM ValueNet Partner Program. Day’s Communiqué Web Content Management (CQ WCM) and Communiqué Digital Asset Management (CQ DAM) applications have been integrated with IBM FileNet P8 providing a single comprehensive solution for managing digital content. Day and IBM will work together throughout the implementation process, through training, delivery, feedback and documentation, to provide the most relevant ECM solution for joint customers. http://www.day.com

Webinar: Moving Search Beyond Finding Stuff

What happens when you combine the social computing principles behind Enterprise 2.0 and enterprise search technology?
Knowledge delivered to the individual becomes knowledge for driving collaboration among individuals who work together. Effectively addressing the first problem–finding the right information at the right time–brings signficant value to an organization. Addressing the second opportunity–sharing the right information at the right time–can bring exponential value to a business.
Lynda Moulton, Gilbane’s lead analyst for enterprise search, and Jerome Pesenti, chief scientist at Vivisimo, discuss advancements in search technology and what they mean to users and overall business value.
Tues, Oct 16, 2:00 pm ET. Registration is open. Attendees will receive an advance copy of the new Gilbane Group white paper, Using Search to Drive Innovation Through Better Collaboration, scheduled for publication in November.

Adobe to Acquire Virtual Ubiquity and ‘Buzzword’

Adobe Systems Incorporated (Nasdaq:ADBE) announced that it has signed a definitive agreement to acquire Virtual Ubiquity and its online word processor, Buzzword. Separately, Adobe added a new file sharing service to its current online document services. Codenamed “Share,” the beta service will make it easier than ever for people to share, publish and organize documents online. Buzzword, an online word processor, enables individuals to work together to create high quality, page perfect documents. Built with Adobe Flex software and runs in the Adobe Flash Player, Buzzword enables great document quality, typography, page layout controls, and support for integrated graphics, regardless of the browser or device. The application also will run on Adobe AIR, offering users a hybrid online/offline experience and the ability to work with both hosted and local documents. The collaboration capabilities in Buzzword enable multiple authors to edit and comment on documents from anywhere, at anytime, while document creators can set permissions that virtually eliminate version control chaos. The founders of Virtual Ubiquity will be joining Adobe. Adobe also made available a free online document sharing service, codenamed “Share.” Users simply select the documents they want to share, send a message to recipients, and set whether the files will be publicly accessible or restricted. Additionally, the beta will include a set of REST APIs to let developers create mash-ups with their applications, including storing and accessing files, as well as creating thumbnails and Flash-based previews of documents. People can learn more about the service and sign-up for access at http://www.adobe.com/go/labs_share, http://www.adobe.com/go/buzzwordfaq

Liferay and Terracotta Partner

Liferay, Inc. and Terracotta announced a partnership to integrate the Liferay Portal feature set with the scalability provided by Terracotta. In addition to technical integration, Liferay will bundle Terracotta and serve as a reseller of support. Terracotta offers IT organizations a lightweight approach to scalability that eases the load on application servers and databases. Terracotta uses high-performance mapping of server memory changes, called Network-attached Memory, to share temporary “work-in-progress” data among servers. That makes an application available without placing such temporary data in a relational database. http://www.liferay.com, http://www.terracottatech.com

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