It’s likely you have been following the pressure Facebook has been getting concerning its privacy policies.  The pressure seems to be working, as Facebook recently announced it will change its approach to privacy and make it easier for users to protect their personal data. This has been an on going battle.  I first commented on the need for better controls in Facebook 3 years ago, prompted by the then reaction of Facebook to privacy violations related to its Beacon advirtisements.  At that time I commented that “mature” uses of 2.0 (especially those that take the form of Enterprise 2.0) have to address the issue of privacy and learn from established corporate practices concerning responsible content management.

Here it is  three years later and Facebook is in a similar situation, and CEO Mark Zuckerberg is still resisting the demand to do the “right thing.”  While the ability to set privacy controls within Facebook has “been made simpler,” defaults are still set to “open.”  The ability to disable the mining/access of personal profiling by marketers is still “not that simple.”  Sure, Zuckerman is moving in the right direction, but he is going kicking and screaming, one small step at a time.

But enough critisism on that issue. You can read the many articles and commentary out there, and determine for yourself if Zuckerman and Facebook are doing enough. In this post, I want to focus on one of Zuckerman’s recent quotes in particular. In commenting on the struggle between social computing and privacy, Zuckerman stated,  “The company [Facebook] treads a delicate balance between protecting privacy rights and promoting social networking.”  When I read this quote – I could not help but think of Seth Meyer and Amy Pohler on Saturday Night Live’s Weekend Update: “Oh Really.”

I have stated for years that as the adolescent  we know as “2.0″ matures, it will become a bit more cognizant of the realities of the real world – for many reason. The issue of balancing access and security is not new, nor unique to 2.0. I have been describing ECM as such a balancing act for over a decade.  I first developed the graphic above over 10 years, as a way to explain how to approach an ECM strategy. At the top  a grayscale bar represents  a continuum between  control/secure and collaborate/innovate. This is framed under the competing business practices of risk management and knowledge management.  This is the highest level design decision you must grapple with when controlling any and all forms of content – social content included. Depending on the context and the point in the content’s lifecycle, the balance between security/privacy and access/collaboration need to be treated perhaps differently, but always proactively.

So, come  2.0  GROW UP.  Social computing – open, transparent emergent platforms – sure they are powerful  and should be exploited, but you cannot throw caution to the wind.  It’s time for social platforms to  take responsibility for what they create – whether inside or outside the firewall.  Inside the firewall, there really is no excuse, not to address this issue head on.

The concept of balancing access to content against security is the focus of the IAI Primer: “Enabling Collaboration While Managing Risk.”  (Free download)  The issue is also addressed from many angles in a series of IAI Primers on Enterprise 2.0. (Free download)

I also recently authored a study on behalf of The 2.0 Adoption Council, sponsored by NewsGator, entitled, “Implementing Enterprise 2.0 Within the European Union:  Transparency and Emergence vs. Privacy and Compliance.”

I will also be addressing this very issue head on at the upcoming Enterprise 2.0 Conference in Boston, on June 17, in a presentation entitled Implementing Enterprise 2.0 in a Controlled Environment:  Lessons Learned.

Want to hear more, and/or debate this point with me? I hope you can attend the talk, (Thursday at 9:30 AM). If you cannot make it, stay tuned, I will be posting my slides and the reaction I get from the audience in an upcoming post – promise.

On February 23, 2010, I was a featured speaker on the SpringCM webinar entitled “Making SharePoint Work.”  The slides from the presentation can be found here.

Additionally you can listen to the archive of the webinar.

In the webinar, I reference a survey and study I conducted on SharePoint user experiences.  You can access that paper here.

There were many questions asked and some answered during the webinar.  As has always been my policy, I will answer all outstanding questions, in this case, in this blog post, save for those posed to my co-presenter,  Jeff Piper of SpringCM.  Jeff has posted his answers separately.

So without further ado, here goes:

Q: What is ECM?

A:   I find this question eye-opening because all too often, those of us in the industry forget that terms and acronyms we use on a daily basis have not yet been fully absorbed into the general business lexicon.  ECM stands for, at least in the way I use it,  Enterprise Content Management. There is no standard definition for it, but it is an acronym and phrse that I am very opinionated about. Rather than state my definition here, I refer you to another recent post, in which I define ECM.

Q:How can SharePoint and/or SpringCM be used for project management?

A: I find this question somewhat confusing, and hope that my answer addresses it properly. Neither SharePoint nor SpringCM (or any ECM product for that matter) provides project management per se. There are methodologies, practices and programs that specifically address project management. Indeed, these could be used to manage the roll out of an ECM and/or SharePoint implementation. Functionality in either product (e.g., collaboration and wikis) could be used to augment project management. Functionality in SpringCM (e.g., workflow) could be used to manage specific processes.  But again, neither provides a full-fledged project management system.

Q: Does MS SP 2010 provide new or added functions for integration to third party applications via .Net?

A:  Microsoft has added much to the integration capabilities of SharePoint in 2010. Programmer interfaces exist for not only .Net, but also REST, XML, and JavaScript.  In addition to enhanced APIs, there is better integration support in Visual Studio 2010, Visio, and SharePoint Designer 2010.The list of improvements made in this regard is extensive, and I will not try to list them all here. You should refer to the Microsoft site for more details.

Q:  How can SharePoint work in a cloud environment?

A:  This question is not as simple as it may seem. First – Microsoft provides 2 SaaS (Software as a Service) versions of SharePoint.  So there are 2 ways to access Sharepoint in the Cloud (Saas).  But it must be appreciated that these are limited siloed deployments. The access to SharePoint in these cases is “in the cloud”, but the focus of the webinar was how to EXTEND SharePoint into the Cloud, not how to simply access it that way. Extending SharePoint via the Cloud refers  to making SharePoint an integral part of cloud-based business applications. In order to do that you either have to undertake a rigorous amount of customized development, or leverage the connectivity of SharePoint into a Cloud-based application – such as SpringCM for ECM, workflow and other related applications.

Q:  Is it best to utilize SharePoint as your ECM or use it as a portal that is integrated with other Document/Records Management solutions that have all the existing features such as image capture?

A: The essence to the answer was a major theme of the webinar. While the webinar focused on leveraging the Cloud to extend the reach and capabilities of SharePoint, it started by  making the case that few organizations use SharePoint as an ECM solution.  It is part of a solution. Based on market trends, SharePoint is best used as an internal website for simple document management,  file sharing and simple collaboration.  Based on the definition of ECM provided above, it should become apparent that SharePoint should not be positioned as the ECM solution or even platform, it is a component.   (See the next two questions and answers for additional examples of how/why SharePoint would not be positioned as the ECM solution.)

Q:  What are the Records Management capabilities of MOSS 2007 vs MOSS 2010?

A: SharePoint users ranked the records management capabilities of SharePoint very low in the survey I conducted. Overall market opinion is  that records management is not a core strength of SharePoint.  I am aware of more than one system integrator that make a good business integrating records management into SharePoint.  While SharePoint does provide some records management capability , the Microsoft product development blog site itself states that the records capability is “not intended” for customers with serious/confidential records needs. Little has changed in this regard between 2007 and 2010.

Q:  Has anyone added  MOSS 2007 Records Management Application to SP?

A: (See the response to the preceding question.) Additionally, yes, I am aware of  organizations that have integrated records management products/functionality into their SharePoint environment, and know of  several system integrators that make a fair living from doing this. I suspect the genesis of your question stems from the fact that MOSS 2007 lacks “serious” and simple to deploy records management capabilities.

Q:  Can you give me some more examples of what complex applications are?

A:  Let me put this question into context, for those who were not part of our live audience. A major theme of the webinar was the need to extend SharePoint with complementary tools and functionality in order to support complex business applications. This was specifically stressed in this webinar because a strength of SpringCM is workflow and BPM functionality, functionality required in order to automate complex business applications. But, the audience wanted to know what is meant by the phrase “complex application.”   This is somewhat of a subjective question –  complexity is in the eye of the beholder. That said, complex applications typically involve intricate multi-step and multi-participant workflows. They often encompass multiple sub-processes, and several decision points. They often require access/integration between several content resources and applications.  Some examples include: contract management, case management, claims management (e.g. processing an insurance claim), event planning, on-boarding new customers and employees, product lifecycle management, loan applications, SOP (standard operating procedures) development and management, and new drug submissions.

Q: You talked about scaling.  Did you mean development or performance scaling issues?

A:  Both.  Development scalability relates to the issues  addressed in the webinar around tools, skills, and complexity in delivering business process and document management applications.  Performance scalability is something that cloud can address by accessing a shared resource optimized for Enterprise Content Management, but perhaps more importantly by eliminating the complexity of operating and managing all the hardware and software components necessary in, for example, a customer-facing case management application, where crossing the firewall creates all kinds of challenges in native SharePoint.

Q: ­We are just getting ready to install MOSS 2007 at our company.   What areas of SharePoint are noticeably strengthened in versions 2007 and 2010?

A:  Wow – loaded question. Improvements made in SharePoint 2007. I will not attempt to answer that here. SharePoint 2007  is now 3 years old. I do not succinctly recall what was added in 2007, but do recall that it was this release that turned the general market perception about SharePoint around. This was the first release of SharePoint in which organizations began discussing real application development. But there still lacked much functionality.  Some of that is addressed in 2010.Enhancements include: improved user interfaces (especially concerning content creation), tighter integration with MS Office, better integration capabilities (see discussion above regarding .Net), enhanced support for virtually all web browsers, much improved and centralized administration capabilities, enhanced navigation and search through increased support for meta data (i.e., tag clouds, formal taxonomies, user-created folksonomies,  bookmarks), support of  “in-place records,” (i.e., locked official files),and inclusion of three different types of search (including integration with FAST search, which Microsoft acquired a few years back – cost of this functionality still not released). It should be understood that the statements made here are speculation as SharePoint 2010 has not been released yet.

And now for the final question:

Q:  Our gov’t agency deployed SharePoint 4 years ago without a formal deployment plan, project management plan, or governance. Now, SharePoint is unwieldy…no guidance on site design, permissions are not managed.  How do we get back control and add some management?­

A: This question reminds me of the old joke “A tourist in New York stops a man on the street and asks ‘How do I get to Carnegie Hall?’, and the man answers “Practice, practice practice’.”   Unfortunately there is no easy answer to your question. You need to undergo a full-scale ECM strategy development project.  This will include an inventory of all the current SharePoint sites.  There are two pieces of good news I can provide however:  1.  Misery loves company – you are not alone. Many organizations have released SharePoint without a strategy and suddenly find themselves in a runaway uncontrolled environment.  In fact that was one of the findings in teh SharePoint research I conducted. A significant portion of user organizations did not know  the number of SharePoint sites or volume of content housed within SharePoint inside the organization.   2. SpringCM will be hosting another webinar on April 13, with me as a guest speaker, this time focusing on how to conduct a needs assessment and build an ECM strategy.  Register now,

Collaboration – it’s all the rage, and to some it is “new.”

Yet for any project, whether it is assembling a sales proposal in response to a Request For Proposals (RFP), to the collaboration and coordination necessary to build an aircraft carrier, or any size or style of collaboration in between, there are several questions to consider when it comes to modern day collaboration, what many are calling Enterprise 2.0, or for those with a longer history in business collaboration, Knowledge Management 2.0.

Do you believe that your organization has pulled together a suitably versatile and agile collaboration toolkit?

Are your collaboration tools built for distributed teams, or for localized teams?

Are the tools involved well-integrated into the flow of collaborative work (search, research, document, refine, revise, publish, re-use, etc.), or do you as a user of the toolkit have to remember what tool or application to use at various stages within the context of collaboration?

While management may say that “we need more collaboration,” are you measured based on collaborative contributions, or in the end are you actually penalized for team contributions if it gets in the way of your individual work and personal performance measures?

Join us for a discussion (continue discussion in comments below or twitter via #iaie20) on the current and future state of collaboration – and what it takes to ensure that your culture, skills, and technical tools are up to the task of real-time, flexible online collaboration. Not all collaboration efforts or outcomes are the same – make sure you are setting yourself up to succeed.

Watch the Video archive of Webinar

Is your Information Architected for Collaboration? for Innovation? to leverage the strengths of the workers and teams within the organization?

Contact us now at 
617-933-9655 to discuss our Collaboration-focused assessments, consulting or workshops, and to schedule a private 30-minute executive briefing on how we can most effectively work together. You can quickly jump-start or re-start your collaboration efforts, and we can show you how.

Schedule a private executive briefing now

Target your collaboration pains now, details on our consulting practices related to Collaboration and Innovation can be found at:

• Collaboration and Enterprise 2.0 Workshops, Coaching and Consulting
• Innovation Management Workshops and Coaching/Consulting

Information Architected Market Alert (IAM Alert):
Invention Machine (headquartered in Boston) announced yesterday the availability of Invention Machine Goldfire 6.0 with integrated collaboration and expert identification technologies to further accelerate product innovation. (see press release from Invention Machine)

Beyond Individual Innovators

Historically, Invention Machine’s Goldfire has been oriented towards providing an individually focused innovation “workbench” for the lone researcher or inventor. The offering combined (and continues to offer) advanced techniques and technologies such as semantic search capabilities, process modeling (typically in support of the assembled artifact of a product), knowledge mining, and knowledge re-use to decrease the amount of time it takes for individual engineers (much of the environment is modeled in support of physical rather than intellectual property inventions) or inventors/innovators to analyze a particular problem or set of problems, and uncover the ripest areas to go forth and solve the problem.

The offering has been and appears to remain one of the most advanced convergence of these technologies and techniques that we have seen in the innovation management space, and in many ways, is truly a solution with no direct, out of the box, commercial competition.

This is both a blessing and a curse, as markets are not typically made up of a company of one, but an ecosytem of competing products.

Innovation Market Maturity

As the company and it’s offerings have matured, and frankly, as the general awareness of innovation management has matured as well, there has been more of a push, alongside the rise of Enterprise 2.0 (meaning in most cases, collaboration) to support team-based or collaborative efforts at digitally supporting and scaling innovation capabilities.

With Goldfire 6.0, Invention Machine has added the collaboration-oriented ability to:

• Automatically identify and connect innovation workers with domain experts within their network
• Empower the community with precise “innovation intelligence” (similar to the “relationship intelligence” brought about by social network analysis and social computing I’d begun writing about in 2004 – see “Death of a Salesman? Birth of Relationship Intelligence” – now read over 4,000 times on Scribd) by leveraging undocumented expertise from problem-sharing dialogues, capturing and processing those discussions as reusable corporate assets.

From the managerial (top-down) aspect of Innovation Management, v6.0 provides:

• The ability to measure company-wide innovation initiatives and trends in real time.

With this third component, they have now begun to straddle three distinct layers – tools providing benefits to individuals (the original offering), to teams, and through to managers/executives.

Trend Watch

This offer is indicative of a two-part growing trend, collectively defined as “convergence”:

1. The convergence of tools to deliver value to individuals up through the executive suite (traditional enterprise software tends to focus on only one extreme or the other)
2. The convergence of process, information, content, knowledge and search techologies into a unified and pre-packaged business application (as opposed to a technology focused on a specific issue/problem)

Keep an eye open for areas where these trends are surfacing as business needs within your own organization, as this convergence is happening more and more, particularly as the realities of competition in the current economic environment continue to be challenging.

Combine those trends with the rising trend of innovation management maturity, and we’re (finally?) witnessing a triple convergence for business innovation.

Your Thoughts?

If you are a current or prospective user of Invention Machine, or any innovation management related solution, please weigh in with your feedback. Are current offerings serving your needs? Running ahead of where your organization is? Where your budget is? Just right? If not using Invention Machine’s Goldfire, but solving similar problems, what solution are you using?

How We Can Help

These trends, and solutions such as Invention Machine’s Goldfire 6.0, are an argument and opportunity for the explicit focus of our business practices and expertise, which is in creating strategies to provide for flexible information architectures and applications (technologies) that support the business architecture (roles, goals, people, processes, skills and culture) that, when combined, can deliver significantly greater value than a single business problem and isolated tool by itself. We call this an Innovation Architecture.

If we can be of help via our assessments, consulting or workshops, contact us now to schedule a private 30-minute executive briefing on how we can most effectively work together.

Schedule a private executive briefing now

And we’re just back from San Francisco, where we could be found doing a half-day Innovation Workshop “Going the Last 9 Yards of Enterprise 2.0,” a session on Findability “How Search 2.0 Has Been Redefined by Enterprise 2.0,” a session on Culture and Change “Can Enterprise 2.0 Crack the Knowledge Management Culture Barrier?” and not least, a center stage keynote “Enterprise 2.0: Straight from the Horses’ Mouths.”

The video from the keynote was streamed live, but appears not to have hit the archive yet – great to have had a chance to reprise our keynoting skills with a variation from our keynote in June 2008.

While we await a pointer to the captured video from November 2009, below we have provided both the intro video before we walked onstage (which went over quite well, thanks again to Wayne Kurtzman for the voice-over work), and which we’ve received a number of requests to post publicly – embed/tweet/spread as you will, and thank you to the live audience for your indulgence in running (galloping?) with the horse theme of the keynote.

And if you did not have a chance to watch the keynote live, below are the slides we had presented, highlighting some of the most shocking/intriguing of the statistics in the research work we have done with The 2.0 Adoption Council – a consortium of over 100 organizations representing the best of the best, and the largest of the Enterprise 2.0 projects that have been deployed around the world.

Without our voiceover from the conference, the findings likely beg some explanation as we had 20 minutes to hit the highlights and dive into the major issues found in IT Resistance, Management Resistance and User Resistance experienced by the 2.0 Adoption Council members in this research project.

Any questions while we await the audio/video from the show?

Comment away, and we will see what we can do to continue the conversation post-conference.

What resistance have YOU found in your organization, and how did you overcome it?

Information Architected Market Alert (IAM Alert):
Intridea announced today a new open source, free Web Part (an add-on for SharePoint) to embed Present.ly (Intridea’s enterprise microblogging offering) within SharePoint. (see press release and Intridea site)

Enter Microblogging

With the rise of Twitter in the consumer-facing world, has come the enterprise-facing versions of microblogging, with solutions such as dedicated offerings from Yammer and Present.ly, to the embedded capabilities within larger suites/platforms.

It seems clear that entirely stand-alone enterprise microblogging is not a “market” in and of itself, and the real trick, from a usability and adoption/change management standpoint, that microblogging, as with other forms of collaboration, need to be embedded within the flow of normal work, NOT as a separate interface.

Integrate to Disintegrate (Silos)

With this release of an integration point into the “elephant in the room” of Enterprise 2.0 – Microsoft SharePoint (which surprisingly does not currently have microblogging, nor, based on research we had done earlier in 2009, a usable wiki nor blogging capabilities), the power of an ecosystem around a major player in the market is helping to integrate and raise awareness ACROSS the market, as to the benefit of features and the overall system.

The benefits of light-weight communications (ala microblogging, streams) are tremendous, and in embracing the 2.0 methods of microcommunications (transparent, widely spread) vs. the siloed communications of traditional microcommunications (private IM conversations on specific platforms, such as LiveMeeting, etc.) is beginning to gain momentum, driven by the “twitter effect” (for those who see value in Twitter, of course). But it is still fairly early days for this capability, and the need to provide multiple ways to consume and use microblogging, whether stand-alone, integrated into a general platform (SharePoint) or a purpose-built Enterprise 2.0 platform (PBWorks, Thought Farmer, SocialText, Open Text, etc.), is key to getting microblogging/microsharing off the ground and into a sustainable mode.

Whether there is a market for microblogging per se, I would expect that purely stand-alone microblogging is going to disappear, as it is more of a feature than a “product.”

Where does your organization stand on microblogging/microsharing? Are you using Present.ly and similar microblogging tools, integrated suites WITH microblogging inside, Twitter (and damn the consequences), or none at all.