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October 20, 2008

Information, Information Everywhere, Not a drop to Think!

As a small business matures to become an organization, the 'information' it houses, becomes of interest to numerous parties within and outside that organization. This information becomes one of the key factors for that business to sustain and measure growth and establish partnerships. This blog entry will provide an introduction to the IT practice of managing this information – Enterprise Information Management (EIM) and discuss how it can be used during different stages of the information lifecycle.

I will talk about the following six stages of the Information lifecycle:

  • Information Collection
  • Information Sharing
  • Information Access Control - AAA
  • User Empowerment & Governance
  • Information Search
  • Information Intelligence

Information Lifecyle

Figure 1 - Information Lifecycle

In general, organizations start looking for an EIM solution after they have accumulated some information which needs to be managed. This information could come from sources such as corporate policies, investor communications, corporate events, etc.  For businesses that grow organically during the first few years, this information is usually managed in flat systems like local file storage or documents circulated in emails. After an organization reaches critical mass in terms of people interested in the information, volume of the information and the money needed for managing this information, it starts looking for a system or set of systems to manage this information – enter EIM!

Information Collection

The EIM tools and technologies that can be employed to collect information from this point on is an Enterprise Information Portal (EIP) supported by a Content Management System (CMS) and Web Analytics Solution. The portal technology can be deployed in two modes depending on the nature of the intended audience – an intranet/ internal portal or an external facing portal for customers, partners and the world at large.

More adventurous businesses can also top-up their vanilla portal offering with web 2.0 technologies such as blogs, wikis, social commerce tools, etc to encourage users to create information. Even more mature businesses can use blogs as a means of rationalizing and collecting requirements for public facing portals. The EIP technology can be used as one of the means for gathering information.

For a more controlled and formal means of producing information, CMS systems can be used in conjunction with the portal systems. People responsible for publishing information to external or internal audiences can do it through a CMS system. This information can then be deployed on to the portal without any major IT involvement. Besides providing publishing capabilities, a CMS system can provide a plethora of other related services like approval workflows, content auditing and archival capabilities, content preview, authorization, version control, etc.

Information pertaining to a user’s online journey on a public facing portal can be collected with the help of a web analytics solution. It can provide insights pertaining to user demographics, user behavior on different sections of the online system and sources of online traffic generation. This information can be used by the systems dealing with Information Intelligence to produce actionable information.

Information Sharing

Once the information is collected, it needs to be disbursed to the interested parties. EIP systems can be employed for this purpose too. Organizations can use their intranet or internet based portal to share information with people inside and outside the organization. The intranet portal can be used to share information such as HR policies, company news, and corporate directory, etc. While its internet counterpart can be used to share information pertaining to investor relations, nature of business of the company, contact points, etc. Businesses that transact online will have much more comprehensive internet portals containing product catalogues, product pricing and availability, payment services, etc.

Information Access Control - Authentication, Authorization and Audit

As the volume of the information grows, it can become increasingly difficult to ensure that the right people have access to the right information and only to the information that they are authorized for. For a medium sized enterprise, a typical user may have access to information housed in fifteen to fifty systems. When any such employee leaves an organization, it can get extremely difficult to track and remove his access from all of the systems unless the access is centrally controlled. That’s where the Identity and Access Management (IdAM or IAM) Systems from the EIM practice can come in handy.

Someone once said - organizations need IAM systems for the same reasons as cars need brakes – not to slow them down but to give them the confidence that when you really have to stop, it would not be much of a trouble. Effectively deployed IAM solutions can provide centralized authentication, access control, single sign on capabilities, auditing and user management capabilities for an organization.

 

User Empowerment & Governance

The only way that a large enterprise can generate information at steady pace and keep the interested parties updated is through automation and e-enablement of the people responsible for information generation. An enterprise CMS solution can provide a level of freedom for content authors who can use it for publishing content to the corporate internet and intranet portals. At the same time, it can be used to build a level of governance to ensure that there is control on what gets published where and also to enforce accountability. This can be done using features like approval workflows, versioning and access control.

Information Search

One problem that every organization – big or small, faces in the information domain is search-ability of the information. With hundreds of people and systems churning out information on different channels, it can get quite overwhelming to search for the right information both for internal and external users of the company. EIM’s Enterprise Search solution is a good first step which can be used to solve this problem. The reason why I said it’s a first step is because it takes a lot more to pull up effective search results in addition to deploying a top brand search solution. A few key ones include:

  • The systems generating information need to ensure that they provide the right information in form of content and meta-data to the search solution.
  • The users generating this information need to know how to make information searchable by providing the correct meta-data.
  • The business needs to provide the correct classification for all the information elements or nodes in the form of taxonomy.

    A mature EIM services provider can help businesses deploy effective search solution which can be used to deliver a lot more than traditional keyword searches.

    Information Intelligence

    While most organizations start with the use of EIM technologies for information management, quite a few of them start mining the collected information for insights which can help them improve their business. The EIM practice which deals with this aspect of information management is called Business Intelligence and Enterprise Data Warehouse. The transactional data from different systems is sourced into an enterprise data warehouse atop which, a business intelligence solution is deployed.

    The BI solution can provide interesting insights into what customers are doing on different systems within the business. The inferences drawn from this system can be used to execute targeted marketing campaigns, recommend products to customers and running what-if scenarios. More evolved enterprises can use a combination of Intelligence and Search solution for managing customer’s online experience to generate more sales.

    And that’s a wrap!

    The EIM solution package provides technology and services to manage each stage of the information lifecycle. The following figure provides the mapping of the Information management lifecycle with EIM tools and technologies:

    Information Lifecyle and it's mapping with EIM Technologies

     

     

    Figure 2 - Information Lifecycle with EIM Technology Mapping

    In absence of an EIM solution, an organization would land up in a situation where there is information all around, perhaps in duplicate or triplicate, without having any information to infer and make decisions on. To extend the thought from Samuel Taylor Coleridge’s poem – The Rime of the Ancient Mariner, an organization without an EIM solution would have Information, Information Everywhere, not a drop to Think!

October 17, 2008

CPM – Hype or a Matured BI Implementation?

Many companies have invested significant amount of money in building their Business Intelligence (BI) solutions with the ambition of being the business leaders in the market place. But when many of them look back to their investments, they realize that they have built a solution which will generate reports for them using the latest technology. They are nowhere near to their dream solution which will enable the following:
  • To take profitable business decisions based on numbers
  • Get an Enterprise wise performance view starting from Strategic to operational goals
  • Create linkage of every business actions to Strategic business goals

We forgot the fact BI is a business solution first and then a technology implementation. BI solution has its value if it can facilitate in taking profitable business decision. Implementation of latest BI tool will have little value if the program is not driven by strategic goals of an Enterprise.
Realizing this Gartner coined the term Corporate Performance Management (CPM) to describe a framework of strategizing, monitoring and improvement of Business Performance of an enterprise.

So what’s new about it? All enterprises all along were striving for it.

The difference which CPM brings is that it proposes a structured way of strategizing corporate goals, device metrics to measure it, processes and methodologies of monitoring and improving upon it. It is a framework which links the financial results (effects) to the business processes and drivers of the enterprise (causes). And this can be aided by technology rather than entirely on experience and gut feel of managers.

Realizing the rationale behind the CPM approach, leading pureplay BI product vendors started building CPM suite of products and almost all leading vendors have one such suite. Gartner predicted that market for CPM will grow at CAGR of 14.4% between 2006 and 2011 to make it a $3b market. Unfortunately, CPM is yet to become the preferred BI solution for enterprises.

So is it another hype created by Analyst and product vendors?

But as the saying goes “History repeats itself”, it is happening again. CPM is again seen as implementation of a particular CPM product suite rather than a business solution. This is where the roles of enterprises and System integrators have to change. Enterprises will have to bring in a structure into their performance management before jumping to implement a suite of product while System integrators need to appreciate the fact that BI is all about business solution before it is a technology implementation. System integrators will have to play bigger role in understanding defining BI solution needs of enterprises and be a bridge between business enterprises and product vendors. Till then CPM will remain hype rather than an effective BI solution.

BI Strategy thinking for a Bigger play

BI has evolved over time to meet growing decision-making needs of businesses. It has definitely evolved from being a basic MIS Reporting tool, to being an intelligent platform that works as a decision support system.

I would like to offer a simple definition for BI, as a data collection, data processing, information / intelligence delivery platform for all the decision-makers to gain insight and act effectively

We could possibly classify the various organisation levels as, at the Strategic Management to Manage the Organisation, Business Unit Management to Measure & Monitor the business, Analytical level to Improve the Performance of the Unit, and Operational level to run the day-to-day business. All this is possible on an enterprise-BI platform. This gives a holistic view for BI at the organisation level.

Websites, Portals, Mashups & RIA’s – What’s the difference?

Many times I am asked by clients the question what is the difference between a Portal and Website? What is a mashup ? What is a Rich Internet Application ? At a high level there are a few minor differences between portals and websites.  A Portal is a Website which provides a single entry point for information and applications and provides a capability of personalizing the end user experience. Not all Websites are Portals and not all Portals necessarily have to be Websites.  For example mostly all company websites are mostly static and are not Portals while all Consumer sites like Yahoo, Google, AOL, MSN, Amazon, eBay are Website Portals. We often use tools like Windows Media Player and iTunes which are examples of media portals on your desktop/laptop and organize digital media content for easier access. A Mashup is a application which provides valuable information/transaction capability by utlizing the services on the cloud. A RIA is Rich Internet Applications which provides richer and more interactive End-user Experience.


 Here are some key characteristics which determine if something is a portal or a Website

·         Portals typically aggregate information from multiple different sources (Information from other websites, Databases, applications).  

·         Websites are mostly static and provide content information which is authored by multiple authors and is organized for easier navigation.

·         Most portals require you to authenticate and most Websites all unauthenticated access to information

·         Most e-commerce sites are Portals.

·         All Portals have some transaction capability while most Websites typically are non transactional and information only.

·         Websites enabled with Web Content Management are not necessarily Portals.

·         Current generation Websites are also starting to provide User Participation, community and collaboration tools like discussions, reviews, ratings, blogs, wiki’s, social interaction etc. to End-users. This is Web 2.0 type Portal also called the read write web.

Over the years the Websites which are not portals will disappear as the technology matures and adoption of the online channel increases. Portals will take new forms like Mobile applications accessing services from the cloud and providing richer user experiences. This is already started with G-Phone Android and Apple iPhone Platform and Nokia’s Symbian platform. The End-user experiences are increasing becoming richer even on the Mobile platform with features like street view in the Google maps Application on the G-Phone.  Next gen Websites with AJAX will adopt RIA technologies like Flex, TIBCO-GI, Ajax Toolkits will change the Portals in a big way and we may soon have to invent a new   name for the portals. I have already seen many clients already adopting the RIA technologies in a big way for the Portals.  There is also another new breed of Portals/Websites like http://www.housingmaps.com/ which uses mash up technology and combines services and information on the Cloud from an end-user perspective.   In Conclusion, Portals are entry points for End-users which personalize and contextualize information and transactions and not necessarily a website, a mash up, an ecommerce site but a more of a concept from an End-User perspective which can be implemented in many technologies and platforms with differing functionalities. Finally, I welcome comments from the community on where you see portals concept moving and examples of new breeds of portals.

The end of the world ... As we know it

I have often looked at the way portal implementation programmes are run, and can’t help but wince at the wastefulness that takes place.

There are two major sources of this waste:

1.        Enterprise Portals are unlike any other software that is deployed in the enterprise. The raison d'être for the Portal is to create a channel of communication between the enterprise, its customers, employees, suppliers and partners. This requires a huge degree of flexibility, speed to market and creativity. These are inhibited by traditional software development cycles.

2.       Many organizations are led to believe that their Portal would provide them a competitive advantage. These  Portal programmes are then injected with large sizeable funding and even larger expectations from a multitude of stakeholders. In the rare cases where competitive advantages are achieved, sustainability requires a continuous stream of funding. I haven’t yet found a single (traditional click-and-mortar) organization that has managed to gain a competitive edge through an innovative portal.

I believe we need to fundamentally change the way businesses and System Integrators approach portal implementation. My Top Three :

1.       Citius at the cost of Altius & Fortius:  Get the portal into production quickly and at a smaller scale. Once initial success is established, scale up and expand. Smaller initial investments translate into smaller risks which give you more wiggle-room to innovate.
2.       The technology is a commodity – focus on the message: When your organization produces a TV advert, it doesn’t obsess over the features of the camera and the editing suite that is used to produce the ad. When your organization rolls out a portal, focus on the message (and features) that you want to get across to your customers. That is where your core competence lies. Select a good SI and trust them to use the right tools.
3.       Vertical Portal Products: COTS Portal software today provides a horizontal, technology-oriented solution. These need to give way to vertical industry-oriented solutions that can be quickly customized and rolled out. Today, every bank builds its eBanking portal from the ground-up (or uses a web-solution that was bundled with its core banking solution.) This is wasteful when you consider that (a) most banks offer similar transactions to their customers and (b) Customers will not switch their banks just because they offer a better eBanking experience. The same can be said of other industries.

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