ZDNet and its sister sites ran an interesting story yesterday indicating that IBM might be preparing to release its DB2 database under an open source license. If true, it would be a fascinating turn of events that would have a significant impact on the database industry. Unfortunately, it’s not. For more on the speculation and IBM’s denial, see this post over at our CAOS Theory blog.
June 17th, 2008 — Data management
June 12th, 2008 — 2.0
After four and a half days, twenty meetings, one heat wave and lots of hot tea (too much A/C), the second Enterprise 2.0 show is over. It’s a lot to cram into a summary-style blog post but here it goes:
What was interesting (mostly chronological and certainly not comprehensive):
- Microsoft vs. IBM demo-duel on Monday and the buzz that carried through the week about it (people were still asking me today what I thought). General consensus? IBM knocked it out of the park but it probably doesn’t matter too much in the grand scheme of things.
- IBM’s indication that it will include full RSS feed aggregation technology in the next version of Lotus Connections — not the 2.0 version that is just now shipping but the one that is likely to ship at this time next year. Discussions on the show floor last night with some IBM folks lead me to believe there is still some uncertainty as to what this actually means but Jeff Schick, IBM Vice President, Social Computing Software told me in a one-on-one meeting yesterday that IBM will go full-bore into feed aggregation in the next release.
- Demo of NewsGator Social Sites. I’ve seen this before but it was interesting to see it on Monday afternoon, just hours after the Microsoft folks gave what can only be described as a weak SharePoint demo. Why didn’t they show Social Sites, since they included other partner technologies?
- Discussion with Rob Curry of the Microsoft SharePoint team. He noted that for the next version of SharePoint (expected late in 2009 as part of Office 14), they doubled the development teams on ECM and social software. I told him I thought feed aggregation and wikis are the most obvious areas in need of major advancement in SharePoint and he would only say I would be ‘pleased’ with the next release.
- Meeting with Tom Jenkins, Chief Strategy Officer at Open Text. Open Text had a big presence at the conference this year, an indication of the degree to which it has re-entered the collaboration market after several years of near exclusive focus on archiving, records management and compliance. What this means for the company’s SharePoint integration strategy remains to be seen.
- Jabs traded by Sam Lawrence of Jive Software and Lawrence Liu, SharePoint Technical Product Manager at Microsoft on a panel yesterday about social computing platforms. The content itself wasn’t all that interesting but at least Sam added some humor and Lawrence is an eminently good sport.
- Catch-up meeting with Atlassian and a discussion of how Confluence, JIRA and Atlassian’s other developer tools tie to a single sales strategy to technical teams. This was followed in the general ballroom by a session given by Ned Lerner from Sony Computer Entertainment, which showed, among other things, how core Confluence and JIRA are in their game development processes.
- Socialtext SocialCalc — this is interesting though I haven’t yet had a chance to view the demo.
- Open source panel this morning.
- Too much discussion of cultural change, barriers to adoption and best practices. These are all useful and much-needed topics, don’t get me wrong. But most of the sessions I joined on Tuesday and Wednesday were variations on these themes. I didn’t go to all of them to be sure, but I went to more than a few and seemed to be hearing much of the same content over and over. As Vishy put it: “If anybody says viral one more time I’m gonna sneeze.”
- I was hoping for more discussion on integration strategies, platforms vs. point tools, profiles / identity management, standards, deployment in customer-facing environments and so forth. A layer or two deeper I guess than most of the sessions went. Maybe next year we’ll all be more able to have those conversations.
- And speaking of next year, there were too many demos and vendor pitches this year that were extremely similar. How many will return next year? Or the year after? For that matter, for how many years will there be an “enterprise 2.0″ conference before this stuff just becomes everyday?
- Most of the more technical sessions were held today, Thursday the final half day of the conference after many folks were gone.
- Like last year, most of the sessions were way too crowded with every seat filled. That’s a good thing for the vendors and the conference organizers, but not too comfortable or enjoyable for those in attendance.
That makes a longer list of things that were worthwhile than those that weren’t, making it, I would say, a well spent week. And there were lots of great hallway chats and opportunities to catch up. To anyone I was supposed to meet at some point and did not, please leave a comment or contact me directly.
The first tutorial this morning at The Enterprise 2.0 show here in Boston was Social Computing Platforms: IBM and Microsoft. It was a duel of demos, not as open or back-and-forth a discussion as I’d hoped. But the general concession during the event and in the hallways afterwards was that Microsoft was showed up by IBM…thoroughly.
The Lotus demo was first. Lotus Connections is just coming out in version 2.0 and has a fairly complete set of capabilities for social networking, bookmarking, tagging, communities and blogging. The UI is clean and modern and the presenter, Suzanne Minnassian, did a great job sticking with her user scenario and showing how Connections can be used.
Then there was SharePoint. Microsoft SharePoint is of course lots of things – it’s a basic ECM product, it’s a portal and it has some nascent social computing features. But this demo was only to focus on those features, and they’re really not competition for Lotus Connections at this point. And just how nascent these features are was clearly evident this morning, in a demo that also included partner technologies and open source code. It was too technical and showed how difficult SharePoint can be to configure.
To be fair, comparing SharePoint and Connections is really not comparing apples to apples. SharePoint hasn’t reached the level of market penetration it has because of its social software features. Microsoft positions SharePoint as a platform and that partner technologies work better to customize it for specific verticals. There’s some truth to this, but the story will no doubt change as SharePoint gets more social in future releases.
I met with a Rob Curry, a product manager for SharePoint, this afternoon. He wouldn’t comment on specifics in the SharePoint road map but we can be pretty sure that the next version, expected as part of Office 14 late in 2009, will go much further down the social softwar path. In the meantime, SharePoint is still a juggernaut. Can IBM make some hay with its social software lead to stop that?
Fred Wilson has an interesting post about whether or not there is an enterprise market for social software. He acknowledges that some products, particularly wikis, are doing well but questions the fundamental value of social software in enterprise communities that are “hobbled by the needs of the enterprise and cannot get that magical lift that an unbounded community provides.”
I think there are a couple of ways to look at this. Yes, on the public web, the “2.0″ changes are pronounced due to the masses that can participate. Facebook, Flickr, LinkedIn and even Google don’t make much sense without the explicit and implicit contributions of users and this has been a fundamental shift from Web 1.0. Everyone agrees on that point, I think.
But that doesn’t mean social technologies don’t have a role to play in enterprise apps as well. Is Enterprise 2.0 a market? Not really. That doesn’t mean I don’t use the phrase ‘social software market.’ But it’s a bit of a catch-all. There are business problems, processes, applications that can and will become more social, the way these apps look, feel and work is evolving. And there are new and old vendors that are enabling that change.
I think where this will the biggest impact in the enterprise is in outwardly facing initiatives – web sites that become more two-way, user communities, more self-service and open product development processes. This is the biggest fundamental shift from the way these sites, processes, apps worked in the past. And that’s probably why this part of the market is mostly populated by start-ups and smaller companies at the moment.
Inside-the-firewall social software is simply an evolution of existing collaboration technologies – some of the social software suites on the market really aren’t hugely different from team collaboration products from a decade ago. Yes, there are different features, yes there is open tagging as opposed to structured taxonomies, yes there is blogging and so forth. But in the grand scheme of things, new features don’t equal a revolution — or a market.
This explains why the vendors that are likely to equip the most enterprises with inside-the-firewall social software are the same vendors that have been selling collaboration software for ages: Microsoft and IBM. As SharePoint gets better social networking, improved wikis and blogs, and perhaps, if we’re lucky, improved RSS support in the next release, it will become the de facto “enterprise social software” tool for all those many organizations using SharePoint. IBM will stay in the fight with Lotus Connections and Lotus Quickr, though it will likely be hard to stop the SharePoint juggernaut.
I’ve gathered all my current thinking on potential M&A in enterprise search in a SectorIQ that we published earlier this week to our customers. In it, I look at four main potential targets plus a few other small ones and look at a few of the likely acquirers. (This is the way we write all our Sector IQs, btw and they’re a great way of getting a quick grasp on what might be coming down the pike in any particular sector of the IT industry)
Fortunately those of you that are not our customers (yet!) are able to read it via our arrangement with the New York Times DealBook section. Click here to see the NY Times posting or go here to go straight to the report – and while you’re there, sign up for a trial of our M&A KnowledgeBase, where we’ve been collecting details of every IT, internet and telecoms deal since the start of 2002!
Finally, a quick word about the headline. We like to have some fun here at 451 with these things and while I appreciate that this one might have been pushing things a little in terms of clearly explaining what the report was about, when else would I be able to use it?
No surprise really that social software, social publishing and other types of socializing were hot topics this week at the AIIM show here in Boston. I started out the week at Drupalcon (co-located at AIIM this year), the community event for the open source Web publishing tool Drupal. This was my first time at Drupalcon, or really at any open source user event of this size. A couple things struck me. First and most superficially, I stuck out a bit both due to my rather corporate-looking business attire (sorry guys) and because of my gender — a comment was made at the start of the event that the attendees were 93% male.
But much more interesting was the level of engagement. Cheers and audience participation during the keynote by project lead Dries Buytaert were plentiful. The event was packed (there were 800 attendees and they had expected 500) and there appeared to be a high level of engagement among folks in the sessions and the hallways. (And I wasn’t the only one sticking out for looking a little corporate – I think the guys from Acquia, the new Drupal start-up were in the same boat. 451 Group clients can read our write-up on Acquia here (log-in required)).
AIIM didn’t have the same level of excitement but there was still a common thread between the two events. Part of Drupal’s popularity is due to its community features and the availability of modules to add capabilities like feed management, voting and so forth. Other vendors that fall into a broadly defined content management market are busy adding similar capabilities either to WCM tools that will ultimately deliver community features to site visitors or to content contributor UIs within apps themselves. I met with folks from Day Software, Alfresco, IBM, Salesforce.com and Oracle and support for communities, collaboration and user-generated content are hot topics. Interestingly, it was not a focus during a meeting with Google — no social features appear particularly imminent for Google’s Search Appliances.
I also attended an interesting session held by Tony Byrne of CMS Watch. Tony looked at CMS architectures and how those companies wishing to implement external communities or to support user-generated content on external sites may end up with best-of-breed tools for architectural reasons, even though WCM vendors are adding support for these features themselves. Interesting stuff.
There was no sense of irrational exuberance at AIIM though, not like last year’s Enterprise 2.0 conference that had a jammed showcase floor and overflowing sessions. AIIM is a massive show though and as it is co-located with the On Demand show, it’s an odd mix of photocopiers, printing machines and enterprise software. Several ECM vendors I met with including SpringCM, Xythos (which I found out was acquired by Blackboard last year in a deal that has been kept totally quiet), Hyland Software and Tower Software are much more focused on more traditional ECM problems, from process management to archiving, which are alive and well.