Come and join the Intranet Best Practices workshop at J.Boye 09

I have the pleasure to announce that I will be running a pre-conference workshop at Janus Boye's innaugral North American conference: Philadelphia 09

The workshop is Intranet Best Practices and its a double act with my very good friend and colleague Martin White (of Intranet Focus Ltd).

Martin is also doing a session entitled: Making the most of SharePoint 2007 and I think current plans may see me doing an as yet to be determined session on the Intranet track.

Toby Ward of Prescient Digital Media will also be there doing sessions on the e-Health and Intranet tracks, along with many other excellent speakers. The full programme is available here:

http://www.jboye.com/conferences/philadelphia09/schedule

I have paticipated in Janus' conferences before in Denmark, they are excellent and informative, so I hope you can come and join us !

EMC should bid for Sun !

I have been really busy with on-site client work for a few weeks, and have numerous clients with 31st of March deadlines, busy busy, but I have been wanting to respond to Pie's posting: Documentum and the Search for Search for over a week now.

However then we get the "IBM to buy Sun" bombshell...... :-)

All good fun eh. So I thought I would tackle both issues with one posting. Why ? Well as you can see from the 'provocative' title, I don't think EMC should buy a search engine, I think they should buy Sun Microsystems.

Firstly in direct response to Pie, EMC don't 'need' to buy a search engine, they can put some resource and investment into the open source Lucene search engine, which Pie does mention in his post. Now having said that there are a lots of search engine vendors out there, so there is bound to be some good technology to snap up if they wanted to.

But why not invest more strategically - and buy Sun ? What would they get, well lots of synergistic product lines, and things they dont currently have;

• Storage: Not just the Sun storage hardware, which may or may not have technology which could add value to EMC's storage products (I am not a storage geek so I don't know), but also software - even Solaris and its ZFS file system

• Server hardware: Why shouldn't EMC have a line of servers including some serious CPU technology to go with their storage hardware? Sun could be regarded as the progenitor of current cloud computing and its 'big iron' would be great for Mozy and other EMC cloud initiatives.
  

• MySQL: All future versions of Documentum developed to run on their own RDBMS platform ? Again I am not a database geek either, but I do know that Oracle is generally considered as the best platform for Content Server, so would MySQL cut the mustard?
  

• Java: Well, EMC are "the worlds sixth biggest software company" so why not own Java ?

• Portal: Either Sun Portal or LifeRay (OK, LifeRay) - a great investment for a full 'soup to nuts' information management environment, a portal to sit over Content Server and CenterStage

Well, I know its probably got a 'cat in hell's chance' of happening as we say in Yorkshire, but its fun to postulate the theory. I did see a tweet yesterday suggesting the author had a good source which had sugested Oracle and HP might put in a joint bid for Sun, HP for the hardware and Oracle for the software. Personally I think it would be better for the industry if Sun's tech was not swallowed by either IBM or HP. As for the software, many are suggesting IBM would not be a good owner for Java - I am not so sure on that front, but you can see why Oracle might want to get its hands on both Java and Solaris.

So, come on EMC, get your cash and impress us all, buy the company and do innovative things with the tech !

Enterprise search revisited - updated

Although I am a bit slow catching up with the conversation (hey, I have been busy....) I wanted to respond to Pie who has made his first posting specifically around search, as he say's search is cropping up more and more often in his world of ECM work.

Pie's posting his here: "Traditional Enterprise Search meets Enterprise 2.0"

Pie's posting is largely in response to and reference's a recent post by Bex on "Why Google will never be good enough at enterprise search"

Now I have given you the links, I don't need to regurgitate their posts in full, when you go and read Bex, ensure you read the comment thread too.

So, enterprise search, its a tough nut to crack thats for sure. For a start, like 'knowledge management' the term 'enterprise search' can mean slightly different things to different people, but the sake of arguement lets define it as the ability to search across all the various content repositories and information systems within an organisations internal boundary (aka "inside the firewall").

Personally I have to say that like Bex, I am not a Google Search Appliance fan. However this is not particularily because of the hoary old "page ranking does not work on an intranet" arguement - well all know that, and if you believe what Google tells us Page Rank has been tweaked and joined by other algorithms designed specifically for intranet search in the GSA. No its the twaddle about 'plug and play' and a 'simple approach' that annoys me the most. I have one client who has been a poster child for Google in this respect, and yet when I interview their intranet users I still hear "such sucks"........

Enterprise search is absolutely not a simple problem with a simple solution. Alright, actually let me caveat that straight away, all organisations are different, and the context could possibly mean that in any particular organisation the problem might be simple, and a simple answer might indeed be good enough, but lets return to this later.

So, the fact that things are difficult to tweak with a GSA (although it gets better with each release) and the fact that organisations decide to plug in the simple appliance and cut the funding to the 'search team' (beause Google say they are not needed) has an overall negative effect.

But if we return to the concepts of 'enterprise search' per se it is what 'systems' academics call a messy problem. It is a space populated with interlated problems and issues, a myriad of dependencies and complexities and so we should consider that solving these issues may take time, a phased approach, a realistic approach too, and of course money and effort.

As Bex notes in his original posting and Pie refers to, the move to web 2.0 technologies in their enteprise 2.0 guise does nothing to ease the situation. Now as well as federating a query against a document and records management system, the intranet and your CRM you may want to query everyones 'personal profiles' (in your corporate Facebook analog), your Yammer micro-blogging system, hundreds of 'workspaces' (think eRoom, Quickr or SharePoint) that inlcude discussion forums, blogs, and yes and dont forget the wikis (oh my!).

Oh yeah, and RSS feeds, don't forget the RSS feeds.........

Now Bex suggests people don't really want to find the documents or the web pages, they just want to find someone to give them the answer. I think this is an oversimplification, and indeed it speaks to the differences between 'findability' of information and actually undertaking some 'research' - but lets just say we do consider 'social search' to be the panacea and we all put up highly detailed personal profiles detailing our expertise and what we are working on - how many times are do you want to be interupted by phone calls, IM's or email asking for your opinions, help etc before you decided to remove your profile ???

I am not criticising social search per se, I just think that because technology can enable it, it is not necessarily the right option to persue, depending on the organisation. Relying purely on social search would bring all those thorny old 'km' issues back to the fore; trust, who defines 'expert' within the context of the organisation, how do you get people to contribute content (and therefore expertise) etc etc and so I tend to fall back on my trustee methodology and my usual maxims, think about the human element and don't be seduced by the technology !

Consider:

• Who are your users - my colleague Martin White suggests using persona development techniques when undertaking requirements analysis for search
• Your users needs and requirements - what are they looking for, what are the pain points
• Content findability - whether its documents in an ECMS or comments on a blog, consider both metadata and full text indexing capabilities - but mostly consider your enterprise metadata policies, taxonomies and controlled vocabularies (because you do have them, right ?)
• The strategic context - where does your enterprise search initiative fit into your other information management or knowledge management priorities and your enterprise architecture (because you definately have one of those...... don't you ?)
• Your approach to the technology and usability - are you happy with a pragmatic approach which may see many tools in use, or are you looking for the 'one ring to rule them all' ?

So, perhaps even more so than other large enterprise wide initiatives based on the implementation of technology, the need for extensive business and user requirements analysis is a must, and upfront planning work will pay dividends later.

You can go for a single tool / single interface approach, single tool / multiple specialised interfaces approach or a mutliple toolset approach (the right tool for the right job?) - although if you build a specific search portal you can even have multiple tools / single interface ! However most importantly be prepared to invest in your 'search team' - you need humans to sys admin and manage your search technology, to review the searches being issued, to tweak the relevance ranking accordingly, to manually configure 'best bets' and to provide assistance and training.

I have a set of search related RSS feeds pulled into my Pageflakes ECM site here: http://www.pageflakes.com/ECM/12524052

I would recommend looking at the AIIM Information Organisation and Access training program here: http://www.aiim.org/Education/Information-Organization-Access-Search-Training-Courses.aspx

And if your looking to evaluate specific search technology platforms, you should take a look at the new CMS Watch 'Search and Information Access Report 2009" because there are still an awful lot of products available in this space, despite what the marketing departments might spit out this is far from a two hourse race between Autonomy at the high and Google for 'simple' search !

Oh yes, dont forget to do some web 2.0 search and use search or 'enteprise search' as your keyword search term on Slideshare.net :-)

And finally..... as they used to say on the UK television evening news, you could go here and buy a copy of a very good book on the subject, (I know its good, because I was one of the proof readers) Successful Enterprise Search Management

Updated: Found a really nice post over at the Search 2.0 blog - Enterprise search, redefining scope

SharePoint pro's and Con's

My boss Toby Ward (see http://intranetblog.com) has taken an internal company briefing I did on SharePoint technologies and added some content to make it 'SharePoint Pro's and Con's' which he is presenting at the IntraTeam conference this week in Copenhagen.

This is the 'sneek preview' version which is up on SlideShare.net"

Sharepoint Moss 2007 Pros & Cons by Toby Ward, Prescient Digital Media

View more presentations from Toby Ward. (tags: copenhagen intrateam)

If you have read my opinions on SharePoint / MOSS before, you will know there is nothing new here, and we can encapsulate easily thus:

• Don't believe all the marketing hype
• Make sure you do good requirements analysis and understand what you want to use it for, and if it truly meets your requirements then go for it
  
• Ensure you plan accordingly - remember the 5P's (Prior Planning Prevents Poor Performance)
• Integrate it with, or supplement it with other technologies as required, it really is not the "one ring to rule them all" !
  

There you go, MOSS implementation in four bullet points.......... :-)