Cubic Compass Software

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If you haven't already checked out the presentation on Google Wave (below), I would recommend pulling up a chair and sitting through the 1 hour 20 minute video to get a glimpse of the future.

Google Wave foreshadows what I would refer to as "composite applications". Except Wave takes the concept of building dynamic threads (called "waves") to a whole new level with support for federation, async/real-time communication, desktop integration (via Google Gears), and a 3rd party plug-in API.

What strikes me in watching this video is how similar Wave's underlying architecture is to our own community graph. Our XOS API takes a very similar approach to generically defining objects and supporting hierarchical compositions.

It's unclear to me how Wave's open source distribution strategy will play out. The model appears to be quite similar to what I was hoping Microsoft would do with their cloud strategy, which is to enable partners to build out and host datacenters that are federated through a common platform.

Google seems to understand that making Wave a replacement for all the pre-Internet protocols (SMTP, POP, FTP) will require ubiquitous adoption of a technology that is not owned by any one corporation.

There's a waiting list to start playing with Wave, so go sign up here.

Posted: Sunday, May 31, 2009 2:20:00 AM (GMT Standard Time, UTC+00:00)  #   
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Reminder: I'll be presenting at this month's XPDX Users Group meeting. Looks like I may be competing with the American Idol final, so be sure to program your Tivo or just enjoy the presentation slides below :-)

What: The Art of Ware-as-a-Service
Who: Mike Leach Founder/CEO Cubic Compass
Where: Cube Space
622 SE Grand Ave

Portland, OR 97214

http://cubespacepdx.com/directions
When:
Wednesday, May 20th, 2009 6:30PM Gathering. Talk starts at 7PM

Description:
The first wave of Agile software development challenged "waterfall" project management methodologies and traditional Quality Assurance. The next wave of Agile challenges on-premise software through what is known as Software-as-a-Service (or SaaS)

Using Sun Tzu's timeless classic "The Art of War" as a framework, Founder/CEO of Cubic Compass, Mike Leach, presents principles and practices for creating and leading an Agile SaaS organization that challenges the status quo of software development and delivery.

Posted: Wednesday, May 20, 2009 1:41:59 AM (GMT Standard Time, UTC+00:00)  #   
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April 1, 2009

Cubic Compass today announced today the release of a new ground breaking technology for creating and managing interactive websites. Dubbed "Neural-Interactive Content Creation", or NIC2, this patent-pending technology allows content creators to interact with an i-Dialogue Content Management System (CMS) via a neurological interface that instantly converts thought patterns into web content, dialogue script, and workflow rules.

"The pace of change in today's environment is just too fast for simple tactile interaction with a web CMS", said Cubic Compass Founder Mike Leach. "Today's websites and portals must respond at the speed of thought".

Beta test user Samuel Anders (pictured below) successfully utilized NIC2 technology to provision, develop, and launch a fully functional website and customer portal in 17 seconds. "I consider myself a 'power user' of technology, so I was eager to plug-in to NIC2 and translate my ideas into a working solution. The results were simply amazing."

The following tasks are just a small example of what can be accomplished in milliseconds using NIC2:
  • Provision new landing pages
  • Change passwords
  • Grant permissions to portal users
  • Publish a press release
  • Add/modify workflow rules
  • Update style sheet
NIC2 is licensed per user and requires a lengthy pre-qualification questionnaire and note from a Doctor before use.

(Actual results may not be identical to those experienced by Mr Anders. NIC2 is not FDA approved and is currently not legal in many countries. Please contact sales for more information)

Posted: Tuesday, March 31, 2009 8:38:03 PM (GMT Standard Time, UTC+00:00)  #   
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What is the best operating system for accessing cloud-based services? Windows? Mac? Linux? gOS?

In my experience, the best operating system for the cloud is not an OS at all. It's Express Gate from ASUS.

This BIOS managed application boots up in 5 seconds and has a fantastic built-in web browser that works great with Google Apps, Salesforce, and many other applications.

Even though the actor in the video below is using a desktop, this would make an ideal Netbook OS.

Posted: Saturday, January 10, 2009 2:57:05 AM (GMT Standard Time, UTC+00:00)  #   
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... is to invent it (to borrow from an Alan Kay quote)CrystalBall.jpg

Given that my 2007 and 2008 predictions were too dependent on other people or organizations (don't follow those links. It was painful enough for me to re-read them ;-) ), I'm taking a different approach this year and simply "predicting" what's going to happen in 2009 based on variables within our control.

"Year of the Cloud"
I like to think small businesses are a leading indicator of the broader economy, and if that's the case, then 2009 will be a strong year for cloud computing as small businesses move to both produce and consume cloud based services. Future Fortune 500 companies will start in 2009 with SaaS and cloud computing baked into their DNA.

"CRM 2.0 = Community Relationship Management"
"Web 2.0" features, such as democratization, user-generated content, tagging, and rating will find their way into B2B portals and websites. "Social networking" will be a feature of web content management systems, instead of a silo application.

Customers will increasingly want go online and manage the relationship with their suppliers/vendors through their portals.

The job title of "Community Manager" will become common. They'll need tools like the Community Graph to gauge customer demands and needs.

"Browser Is the New IDE"
Web development will increasingly be done with lighter weight tools, such as Firefox and FireBug, allowing for a completely browser-based integrated development environment. Developers will have the agility to access and modify their applications from anywhere in the world using netbooks.

Websites will no longer be seen as being discrete deliverable projects. Instead, websites will become fluid entities that morph and adapt to the clients and organization's needs. The browser IDE will enable this agility.

Visual Studio .NET and Eclipse will remain powerful, essential, yet "old school" tools. The inherent conflict of interest between SaaS and traditional IDE's will result in more browser IDE adoption.

"Useful Metrics"
Online solutions will break away from the legacy of "Business Intelligence" and "Marketing Analytics" and provide real-time metrics that are pragmatic, useful, and actionable.

"Gaming As A Metaphor"
CRM and call center workers will adopt line of business applications much more readily if the user experience is aligned with video game design elements. Responsive, real-time, and graphical UI's will be favored over forms-based applications.

Employees will prefer to "interact" with their customers online in much the same way they interact online in PVP games. Learning curves will be reduced and adoption will increase.

Company goals and missions can be more easily visualized and real-time feedback provided through rich game-like interfaces.

"Collaborative Development"
An extension of the IDE will give web developers direct access to an online repository of pre-built scripts and cloud connectors, from Google Charts and Maps, to Salesforce web to lead forms, and StrikeIron tax services.

Principles of open source and Creative Commons will encourage this "remix" and mash-up of web services to produce new and unique solutions.

"Dynamic Languages"
More than half of all new web development projects will choose to use a dynamic languages, such as Python, Ruby, PHP, or Perl. Browser-based IDEs will accelerate this adoption. Javascript and JQuery will become essential tools for building responsive and interactive web applications.

"Domain Specific Languages (DSL)"
New languages will continue to emerge that are suited for specific tasks and domains. Our own language, Dialogue, will enable web developers and business users to think abstractly about their website/portal/community and easily interact with their online constituents.

"Amazon EC2 Will Rock"
The ease of provisioning an operating system and storage through Amazon and paying for resources based on usage will make EC2 the status quo platform for cloud developers.

"3rd Party Google Apps Get Serious"
Google Apps are at the threshold of being adopted by several organizations, large and small. The only obstacle being industry specific configuration, monitoring, and auditing. 3rd party partner apps will start to move in to help verticalize Google Apps and replace existing email/calendar productivity applications.

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Posted: Wednesday, December 31, 2008 3:44:09 AM (GMT Standard Time, UTC+00:00)  #   
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Salesforce.com announced support for Google Apps Engine (GAE), which is a cloud-based platform for developing websites and portals using Python.

Between GAE, Dialogue Script, and the Salesforce/Plone project, there certainly is a lot of love going around for creating sites with Python.
Posted: Monday, December 08, 2008 5:40:52 PM (GMT Standard Time, UTC+00:00)  #   
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If you can manage to run your business entirely in the cloud, then you'll enjoy the reward of using Good Operating System on a $199 netbook.

Posted: Thursday, December 04, 2008 8:24:29 PM (GMT Standard Time, UTC+00:00)  #   
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In times of economic pressure, web developers commonly take one of 2 paths.

Option a) Recede with the recession and fall back on known technologies and solutions (such as open source CMS's, databases, HTML, Javascript). (ie "Play it safe" or "ride it out")
Option b) Make progress, learn new skills, and invest in the next wave of technology.

Unfortunately, the majority of Developers chose option A, not realizing how diluted their skills become by competing with a global marketplace taking the same strategy.

Those investing in new skills during a recession are best positioned to capitalize on the inevitable next wave.

A recent Forrester Research article highlights the oncoming commoditization of Enterprise 2.0 applications and foreshadows the need for developers to leverage services outside their organization. Web developers must start adding value to their organizations by looking beyond the capabilities of a single CMS or portal.  We live in a service oriented world and horizontal integration with other services on the web is often times only a cut-n-paste away.

So what will be the next $100K+ salaried position in Web Development? "Mashup Developer" may be a contrived and temporary term, but it correctly communicates in spirit where the market is going and what skills will be in demand.

Web developers need to work in cross functional teams across all business lines and enable online communication between customers, partners, and employees using a multi-dimensional Internet navigation framework, so to speak (ok... shameless plug for the origin of "Cubic Compass" :-) ).

Cubic Compass developers that are investing in mashups involving "Google/Salesforce/StrikeIron/Amazon/OpenID" will emerge as the next CTO's and CIO's when the economy rebounds by chosing "option B" and investing in new skills.

Some recommended next steps for capitalizing on this opportunity:

Posted: Wednesday, November 19, 2008 3:41:15 AM (GMT Standard Time, UTC+00:00)  #   
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I applaud Microsoft's foray into cloud computing with the Azure server, but it still leaves me puzzled. Having been a part of the Microsoft culture for so many years, I can see what is going on. There is this perpetual nagging drive to deliver more features and create new waves, when what is needed now is to leverage existing assets and ride the waves of consumer demand.

Microsoft is sitting atop a cloud computing gold mine today with the ultimate software-plus-service "Windows Update".

The old-school mentality is to deliver shrink wrapped software as a one-time transaction for a low price. They then give away monthly security updates, ongoing patches, and lot's of free development tools.

Because of the rate of change in todays networked world, there is now more value in subscribing to an evolving software service than in a one-time "buy and forget" transaction.

Most households would probably think nothing of paying $4.95 per month for Windows update if there were no upfront costs. That may seem like small change, but over 5 years that subscription model yields almost $300.

Plus consider how many bootlegged copies of Windows are running out there (50%+). By minimizing entry costs, demonstrating continual value, and associating key features with genuine installations will encourage more consumers to subscribe.

Businesses, likewise, would find a $10 subscription for Windows and Office much more attractive than a one-time purchase.

But here's the thing that really has got me puzzled. Why is Microsoft building it's own datacenters and talking about becoming a centralized service when it has built an army of loyal and eager partners that will install, deploy, and manage Internet nodes for them?

Google is a fantastic company, but their ability to scale is limited by their ability to raise capital and dedicate internal resources to building datacenters.

If all Microsoft Internet Node Servers (MINS) shared a common API, if all applications written for MINS were portable, and if all existing Microsoft datacenters and partners filled their racks with these servers, Microsoft would not have to spend a dime building datacenters. They could then return to their core competency of writing OS software and applications and leverage the power of their channel partners to scale.

(Alright, so maybe Microsoft Marketing could come up with a better acronym than MINS... but letting partners be their cloud computing 'minions' should be implicit :-) ).

Revenue from Microsoft Internet Node servers would far surpass consumer windows subscriptions within 10 years if this model were deployed.

As an example, I just signed up for Amazon EC2 today to deploy a new email server. I don't know how much of the $0.125 per hour Amazon charges me gets kicked back to Microsoft, but it makes me wonder.... why is Amazon having to develop new Windows OS extensions to make their provisioning model work and why is Microsoft building datacenters like they're going to compete with Amazon?

It's just all backwards. The obvious win-win scenario is for Microsoft to develop a provisionable server OS and partner with the Amazon's and Rackspace's of the world to do the hosting.

 

Posted: Wednesday, October 29, 2008 6:30:35 AM (GMT Standard Time, UTC+00:00)  #   
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Congratulations to this years Navigator Award winners! There were so many to choose from and we ended up adding a couple extra categories to showcase some truly magnificant i-Dialogue solutions.

PORTLAND, OR (October 27, 2008)   

Cubic Compass Announces 2008 Navigator Awards

Cubic Compass, a provider of on-demand web content management solutions, today announced the recipients of the 2008 Navigator Awards. Navigator Awards recognize organizations who have made significant contributions to enabling one-to-one online "dialogues" with their customers, partners, or employees through the use of CRM and the i-Dialogue Web Suite.

Best Overall Solution
www.LeftHandNetworks.com



LeftHand Networks (LHN) utilizes the i-Dialogue Web Suite for their main website, partner portal, customer portal, and product discussion forums. The portal staging and high-availability capabilities of i-Dialogue Unlimited Edition are employed to apply a disciplined multi-stage content publishing process that ensures the right information is available to the right person at the right time.

As an early adopter of Salesforce, LHN defined all facets of their business using custom objects in Salesforce and needed a highly customizable CMS to leverage their existing CRM investment. LHN's internal staff used the i-Dialogue API to develop a variety of online web applications, such as event management, license management, product pricelists and quoting, and a site-wide search engine.

LeftHand Networks was acquired by Hewlett Packard in October 2008 for $360M and continues to be recognized as an industry leading provider of iSCSI SAN solutions. 


Best Web Design
www.ConfigureSoft.com

ConfigureSoft makes use of rich multimedia and informational collateral to provide an interactive and personalized experience for their Customers and Partners.

Other online features deployed by ConfigureSoft include webinar event registration, discussion forums, partner portal, and customer portal.


Best B2B Portal
portal.iGrafx.com


iGrafx manages the entire customer life-cycle using i-Dialogue; from demand generation and lead cultivation to providing an online eStore and customer support forums.

iGrafx automates the lead cultivation process by providing self-service to case studies, user guides, and product downloads then follows up with automated emails using i-Dialogue drip email marketing. All online interactions and downloads are captured in Salesforce and used by Marketing and Sales to gauge customers interest in online resources.



Best Partner Portal
Planar


Planar has grown in recent years through the acquisition of new businesses. Planar deployed a partner portal for their digital signage business unit in 2007 and continues to expand their channel marketing efforts in 2008 by deploying partner portals for their home theater and control room business units.

i-Dialogue Premier Edition allows Planar to deploy multiple, uniquely branded partner portals that provide channel partners with 24/7 access to product marketing materials, news, events, software updates, and training resources.

Planar IT staff were early adopters of Dialogue Script and leveraged their in-house web development skills to create a dynamic and well organized online experience.


Best Non-Profit Portal
www.RISENetwork.org

RISE - Resources for Indispensable Schools and Educators

RISE is a national nonprofit organization that helps K-12 public schools in low-income communities attract and retain experienced, talented teachers so all students can achieve at high levels.  www.RISENetwork.org facilitates online dialogues between Teachers and Schools using i-Dialogue and Salesforce to manage contact identities, applications, and workflow processes.

Online features include application management and screening, Job Search, Application Search, Google maps, Survey response metrics, teacher-school communications, and Job/Teacher interest level tagging.


Best Consumer Web Solution
my.ColoradoPlasticSurgery.com

Like most small business and practice managers, Dr. Nick Slenkovich of the Colorado Plastic Surgery Center, was inundated with solicitations from pay per click and referral networks promising new Leads. Most referral partners provided information on how many leads were referred, but Dr Slenkovich required more insight into what kinds of Leads and Opportunities were produced from each referral source.
 
By using Salesforce Pro Edition with Campaigns integrated with i-Dialogue, Dr. Slenkovich deployed an intelligent landing page management solution and created unique tracking codes for all referral partners that resulted in detailed campaign influence reports in Salesforce. Google AdWords, banner ads, and referral partner marketing expenses are all now evaluated by the quality of opportunities they produce instead of the quantity of Leads.

Posted: Saturday, October 25, 2008 11:35:18 PM (GMT Standard Time, UTC+00:00)  #   
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I just can't see how Steve Jobs and Eric Schmidt can sit in the same room now that their respective iPhone and Google Phone products are competing (Eric sits on Apple's Board).

I've been using my G1 for a couple days now and became instantly 20% more efficient with the Google Apps integration. Amazing.

Posted: Thursday, October 23, 2008 10:43:56 PM (GMT Standard Time, UTC+00:00)  #   
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Update 1: Added link to cloaking definition.

For the past several years the practice of displaying page content to GoogleBot that was inaccessible to actual users could get you in "Google Jail", resulting in a PageRank of 0 and removal from their search index. This is known as "cloaking"... aka "stealthing".

This practice is now encouraged under a new feature named "First Click Free", which allows publishers to serve protected content to GoogleBot, but requires users to register for subsequent page requests. More discussion here.

Now, if Google would just remove the jail sentence for programmatically retrieving PR for each page, then CMS and marketing analytics vendors could comfortably contribute to the virtuous cycle of helping Google organize the worlds information.

Posted: Monday, October 20, 2008 9:00:34 PM (GMT Standard Time, UTC+00:00)  #   
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Python is here! A couple months ago I mentioned the need for more dynamic language support in SaaS solutions. Last month we announced support for JScript and this month I'm happy to announce support for IronPython in i-Dialogue.

I spent the weekend learning some Python basics and created a simple (and I mean simple) Python demonstration in the i-Dialogue Developers Sandbox. You're welcome to modify this source and experiment on your own.

After years of working with the Salesforce API using statically typed languages; such as C#, Java, and Apex; it is refreshing to re-approach old problems through new eyes. After only a few days of playing with Python, I see now what others have been raving about.

Web developers will really enjoy using Python with Dialogue Script:

  • Cleaner code. Easier to read and manage
  • No need for thick IDEs. Too often, an IDE like Eclipse or Visual Studio stands between you and the desired solution. Dialogue Script development is 100% browser-based (yes, it even works in Chrome!)
  • Agile business rules management. Work side-by-side with business users and apply business rules directly in web pages
  • Dynamic typing
Posted: Sunday, October 12, 2008 8:53:07 PM (GMT Standard Time, UTC+00:00)  #   
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In honor of Google's 10th birthday, they've brought back their earliest search index from January 2001. Bummer.... Cubic Compass was formed in March 2001, just 2 months later.

Truly a Don Adams moment... "Missed it by that much" :-)

Posted: Wednesday, October 01, 2008 5:53:23 AM (GMT Standard Time, UTC+00:00)  #   
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I pre-ordered a G1 phone today. Looks like it'll be available about 1 week before Dreamforce '08. I looked at the open source API today too....hmmm... the juices are beginning to flow.... I love the potential of this platform.

Posted: Thursday, September 25, 2008 2:35:21 AM (GMT Standard Time, UTC+00:00)  #   
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Google Chrome is a hit on 2 fronts:

  1. It's the best web browser out there for using multiple Office 2.0 web applications
  2. The Marketing story about Google Chrome is so good, I was prepared to make the above the statement before even trying the product!

So I download Chrome and fire up my array of productivity apps and just start working like I would in IE or Firefox:

  • Tab 1: Google Mail now has more real estate
  • Tab 2: Google Calendar. Maybe its me, but it seems to load a little faster
  • Tab 3: Google Docs. Works as expected
  • Tab 4: Salesforce.com. no noticeable problems
  • Tab 5: Our own website... fine from end-user perspective, but alignment of some modal dialog boxes in admin experience looks a little off
  • Tab 6: Salesforce API. Need to look something up for a client and the collapsible left navigation doesn't work
  • Tab 7: Loving Chrome so much after a few hours I gotta blog about it... but the WYSIWYG editor doesn't work (oh well.... open IE to blog about how much I love Chrome... I guess there's some irony there :-) )

Windows Task Manager (screenshot below) gives me an indication of how much memory Chrome's 7 tabs are consuming compared to Internet Explorer with 2 tabs open.

The key difference with Chrome is that each "Tab" is actually an independent process, so when an Office 2.0 app goes bad, it doesn't bring down the entire browser (happens to me at least once per day when using GMail in IE.... never happened in Firefox).

Simply stated: If you routinely use Salesforce and at least one other Office 2.0 app, you should check-out Chrome. download here (Beta).

Posted: Wednesday, September 03, 2008 3:48:06 AM (GMT Standard Time, UTC+00:00)  #   
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I recently attended a Salesforce webinar on how to use the Google API toolkit and must admit I was very impressed.

The power of moving data from Salesforce into Google docs, coupled with an increased availability of Google visualizations and add-ons to Google spreadsheets, is starting to make Google an extremely viable option as a service based business intelligence and analytics platform.

There are really no technical barriers to integration. The challenge now is provisioning, configuration, and deployment. It was not quite clear to me on what Salesforce recommends as best practice for retrieving, storing, and managing the various types of authentication tokens. Once this challenge is reduced to a "one-click" experience, I think the mash-ups will fly.

The motion chart (below) really impressed me as a possible solution to viewing key marketing metrics over time. I'm writing a paper on customer acquisition costs and had initially assumed use of Salesforce bar charts for reporting, but the chart below looks promising. It's currently using sample data now, but the Salesforce Google API toolkit provides the ability to update the underlying Google spreadsheet with actual data.

Posted: Wednesday, August 06, 2008 8:06:05 PM (GMT Standard Time, UTC+00:00)  #   
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What is the future of search engine optimization (SEO) now that consumers and customers can interact with Google like this (click play below)?

Posted: Tuesday, July 15, 2008 2:52:08 AM (GMT Standard Time, UTC+00:00)  #   
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Just when I thought Google Apps subscription price of $50 per user/per year was the ultimate in web productivity tool value, Microsoft comes along and announces $3 per user/per month for hosted email/collaboration tools and simultaneously rolls over their existing hosting partners.

Posted: Wednesday, July 09, 2008 8:25:07 PM (GMT Standard Time, UTC+00:00)  #   
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I had assumed this "rumor" of Salesforce.com switching 4,000 employees to Macs had in fact occurred several months ago based on following Simon's contributions to the Mac world and attending Dreamforce demos.

I'm not far behind making the switch myself. I've decided rather than running Parallels to maintain a stable Windows XP/Visual Studio machine and a separate Mac/Eclipse environment for general browser-based productivity and Salesforce specific work.

No surprise which one will get used the most. I just love the instant boot of the Mac books.

The all SaaS environment utilized by our company makes employee on-boarding, collaboration, and roaming much easier. It's vexing to see companies with only 12 employees shackled to Exchange. If migration is the only barrier to SaaS, then expect to see more service-oriented integration tools and vendors emerge.

Mobile productivity and multiple device synchronization is the next challenge. Google Phone had better be just around the corner. :-)

Posted: Sunday, April 27, 2008 8:09:35 PM (GMT Standard Time, UTC+00:00)  #   
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2006: The Potential
2007: The Prototype
2008: The Launch!

I'm in absolute SaaS productivity heaven now that our Google Apps for Enterprise are accessible in Saleforce.

My biggest worry was that the integration might require 30 minutes of configuration, or digging up some arcane Google Apps security token. Boy was I wrong. I just typed in our Google Apps domain name and was up and running within 5 minutes.

Now if only I could access my Google mail from within Salesforce. I tried adding a "Google Mail" web tab to Salesforce in hopes of maximizing my productivity in Salesforce, but Google Mail is a "frame braker".


Here's a screenshot of the default Google Apps now available in Salesforce.

Posted: Monday, April 14, 2008 6:37:18 AM (GMT Standard Time, UTC+00:00)  #   
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I awoke to the disappointment of learning that the well of cleverly written April Fools tech articles on Slashdot had gone dry, which I thought was a joke in itself.

Fortunately, I had to look no further than my own Google Apps for a refreshing, humorous departure from the daily grind.

When attempting to create a calendar event, I was prompted with the curiously out of place option of "I'm Feeling Lucky". Taking the bait and clicking on the button results in calendar events, such as "Date With Paris Hilton". You won't see that in Outlook :-)

Posted: Wednesday, April 02, 2008 3:24:09 AM (GMT Standard Time, UTC+00:00)  #   
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I just caught wind of the new Google Visualization API, so I opened up a Google Spreadsheet (we have over 10 people using Google Apps in our company now) and all I can say is "wow!"

Just as a quick experiment, I generated a bar chart of response times for one of our hosted solutions and clicked on the newly available "publish" link to generate the image below.

If the spreadsheet is ever updated, I just re-publish the chart and all external channels referring to the image are automatically updated.

I'm extremely impressed with the mashup capabilities enabled by Google Visualization and Google Charts. If the Salesforce / Google integration observations are true, then I'll be in absolute mash-up heaven :-)

Posted: Friday, March 21, 2008 9:06:51 PM (GMT Standard Time, UTC+00:00)  #   
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2007 was a wild year. So wild, in fact, that it's taken me 3 weeks just to get my bearings straight and accept the fact a whole year really has gone by.
 
In 2007 we tripled our office size, quadrupled our staff, had 5 times more revenue than in 2006, operated profitability, and added 30 new customers.... and I see no change in sight.
 
Some lessons learned along the way:
 
Live, Eat, and Drink SaaS:
As a SaaS provider we "eat our own dogfood", so to speak. We run our business entirely on service oriented, on-demand business applications and own zero servers. Here's a sampling of services we use on a daily basis:
Google Apps for Email, Calendars, Documents, IM, and general productivity.
i-Dialogue: Web site, eMarketing, email management
Salesforce.com: CRM, Support and Operations, Campaign management
CVSDude: For managing our product source code, versions. Developer collaboration.
Quickbooks Online: Accounting, invoicing, billing
PayCycle: Payroll
Pingdom: Service monitoring
Gemini: Pro Service Automation, issue tracking, project management (OK. we actually installed and host this on one of our leased datacenter servers.... but we have a few of those available).
Central Desktop: Project Management
 
Create, Sell, and Support. Outsource the Rest
We create stuff... sell stuff... and support stuff. Our partners do a much better job at all the other stuff. I've learned to let go of doing too many things in-house and outsourcing to experts when it makes sense.
 
Maximize Developer Reach
The challenge in 2007 was not so much that our environment wasn't customizable or accessible to Developers. In fact, it was the opposite. *Anything* is possible when you integrate Visual Studio .NET with Salesforce and our productivity gains are massive when using this framework. But sometimes using Visual Studio .NET to customize a web site/portal can be like using a Swiss Army Knife to open a bottle of Corona. Sometimes a simple $0.25 bottle opener will do just fine.
 
We've recognized several opportunities to move common features found in VS.NET out to the browser, which allows web developers to rapidly customize their web sites without the need for bulky desktop web development tools.
 
I am practically biting my tongue as I write this as I know what is waiting around the corner in the next release our product. It truly is becoming what Marc Andreessen would refer to as a Level 3 platform.
 
I already have a series of blog articles queued up on this exciting announcement, so stay tuned.
 
Say "No" to Grow
It's hard to say "No" when a lucrative opportunity comes along, but it's important to recognize when "short term gains" could become "long term pains".
 
In 2007 we successfully said "No" to almost every non-Salesforce.com opportunity. Was it painful? Yes. Did we lose customers, prospects, and partners by committing to this strategy? Yes. Did we grow? Absolutely!
 
In fact, we're no longer hedging our bets and maintaining 2 brands. Cubic Compass Software, which historically has been focused on on-premise portal solutions and .NET infrastructure since 2001 is undergoing re-branding and a re-launch in February 2008 to focus exclusively on our new service oriented model. i-Dialogue will continue to exist as our hosted solution brand.
 
With the addition of Jennifer Clark as our Director of Sales and Marketing, I know we'll always have someone at the helm maintaining our focus on what we do best.
 
 
Horizontal Over Vertical Integration
I found it very interesting that Rob Carter, CIO of Fedex/Kinkos, acknowledged that it's often easier to add value to your customers by horizontally integrating services rather than vertically building the infrastructure in-house.
 
The path of least resistance to solving an IT problem increasingly involves looking outside the 4 walls of an organization and connecting with other services. You integrate with one web service and you just get hooked. Service levels, performance, and reliability are increasing while time to deploy and costs are decreasing. These trends are undeniable and we are witnessing an amazing paradigm shift.
 
With this strategy in mind, we're foregoing projects like LDAP or SharePoint integration in favor of Google, StrikeIron, and other service oriented integrations.
 
 
Predictions for 2008
 
Should I bother to even make predictions? I wasn't too far off with my 2007 predictions (albeit I was a little too harsh with my consumer app predictions. YouTube turned out to be pretty useful and amazingly scalable)
 
The fact is, I'm under NDA with some interesting organizations and have consulted/advised on enough upcoming projects to know that 2008 will be a very exciting year for SaaS.
 
I don't think President McCain would go out on such a limb either as to make predictions about Google's telephony strategy, the acquisition of Citrix and Computer Associates, lower interest rates, sluggish consumer spending until Q4, the invention of new loan consolidation instruments, continued high gas prices, the semantic what?, a major volcano eruption, Ballmer's retirement (to keep Bill company), a huge social mobile PR hype campaign resulting in massive lashback, the beginning consolidation of several Java open source projects under one umbrella, Dell regains #1 position, 0 high-tech IPOs of significance, 2 significant public companies going private, a major security breach involving Chinese espionage, one more zero-day left in WinXP, highest bidder gets bot nets to attack, public demands more government oversight which opens doors to taxing Internet purchases, and..... Tiger Woods wins 2 majors (whew) ;-)
 
Posted: Wednesday, January 23, 2008 8:23:26 AM (GMT Standard Time, UTC+00:00)  #   
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I've been under NDA for several weeks beta testing this product and am happy to see Google Presentations finally released.

The quick definition: "Web-Based PowerPoint"

Does it work? Absolutely.

Is it as good as PowerPoint? Set your expectations accordingly. If you need to assemble a deck of slides with bullets and have your presentations available wherever you go using only a web browser, then you'll be happy.

But if you expect to do fancy animations, access a vast library of images, or integrate with other Office apps, then you're setting your expectations too high.

Is it better than PowerPoint? For design work, no. But for collaboration, yes. This is where Google Presentations really shines. You can easily collaborate with others on a single slideshow and even chat with slideshow viewers during presentations.

Posted: Tuesday, September 25, 2007 12:57:34 AM (GMT Standard Time, UTC+00:00)  #   
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Want to do your part and contribute to a greener Internet? Use www.BlackGoogle.com instead of regular www.Google.com to reduce the watts used by your display.

Who knew? :-)

Actually, this topic brings up an interesting point. When designing landing/web pages or emails, do you prefer white backgrounds? Blue? Black? Other colors?

Some research shows that a variety of background colors may be used, as long as there is high contrast. Other research demonstrates that Black on White is the most readable color combination.

Posted: Monday, July 09, 2007 12:59:23 AM (GMT Standard Time, UTC+00:00)  #   
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Users of Google Docs were welcomed to a new, and in my opinion, much more usable interface today. The concept of Labels (aka Tags) has been replaced with Folders, much like what people are accustomed to on their Windows Explorer desktop.

The folders are unfortunately not hierarchical, but do provide better at-a-glance document categorization via a new left navigation pane.

This change is a significant return to what simply works. In past years we've seen several document management solutions emerge based around the concept of "folksonomy" tagging, whereby users tag documents rather than categorize them in folders.

This has the supposed benefit of making life easier on search engines, but with the downside of poor data quality. For example, I might tag a document as "Television" where you might prefer "TV".

Our own document management system in i-Dialogue has organically evolved to a hybrid, or compromised design. While we have added meta-tagging, customers still express a need to hierarchically categorize documents as a reflection of their own internal structures, such as org charts and sales territories. For example, why "search" for case studies in Canada when I can expand a "North America" folder to reveal a "Canada" folder with marketing materials.

I must admit I was somewhat disappointed after Salesforce.com's acquisition of Koral and announced mission to impose folksonomy tagging in the workplace. As Google's recent move validates, not all consumer web UI metaphors translate well to the business web.

The left navigation includes a filter by document type, indicating a very scalable point of extension. I would not be surprised to see support for PowerPoint and other documents in the very near future.

Posted: Thursday, June 28, 2007 6:35:49 PM (GMT Standard Time, UTC+00:00)  #   
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All the buzz around Apple Safari Web Browser for Windows got the best of me, so I ventured on a "safari" to take this Beta release for a quick test drive.

The download was only 7.97 MB. I did not opt for any add-ons or plug-ins. The install went fairly fast.

Of course, my immediate curiosity was how our web site appeared in Safari for Windows. I had no immediate complaints. All the Flash and dynamic/interactive features appeared to work with no problems. There were just a couple layout and formatting issues I noticed.
DLOG_Home_Page.png

The use of gel buttons on the page slider and web forms are a nice (and I guess expected) touch. The marketing emphasis on performance is not overblown. While I did not conduct any measurable tests, I did notice a difference in page load time compared to IE7 on several sites.



But things started to turn sour when I actually tried to use Safari for productivity tasks, like Google Premier Apps and Salesforce.com CRM.



The amount of memory consumed started to increase during my Salesforce session, even with only one tab open. IE7 seems to stabilize around 30MB for many of my routine web tasks. Safari quickly shot up to 90MB for similar tasks.

My productivity is very dependent on the ability to toggle between tabs using CTRL+TAB in IE. The equivalent in Safari CTRL+{ and CTRL+} was not only a stumbling block to learn, but didn't even work.

Bottom line? This *is* a beta release and I had beta expectations. But I was pleasantly surprised and will plan on making Safari a standard component of our web hosting and validation test framework. I may even make Safari my "daily driver" once the memory and tab toggling issues are resolved.

Posted: Friday, June 22, 2007 11:52:43 PM (GMT Standard Time, UTC+00:00)  #   
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I know better than to even remotely acknowledge rumors, but the Google-Salesforce merger speculation is too much to resist. A partnership between Google and Salesforce makes perfect sense, but merging? I just don't see the value of that for a few key reasons:

Google Brand Dilution: Google has had a winning strategy so far by offering applications that are equally applicable to both consumers and businesses, what insiders refer to as the "Big Google". There are Millions of Google consumers that will never care about business specific applications, and there are Millions of business application users that will never buy into an ad-based application model or You-Tube consumer driven videos.

Distributing energy and resources over 2 vastly different markets would ultimately dilute the Google brand and leave room for a new player to emerge with a sincere focus on "We're just search".

It's Just SOA: The vision of integrating disparate, on-demand apps via web services has now become a reality. The Gestalt effect that Google and Salesforce can now leverage by integrating their applications proves that the SOA model works, but merging these companies would just take SOA back to square one; as if to say the synergies could not be sustained without physically bringing these companies together.

Culture Clash: Google hires Developers. Salesforce recruits them as partners. Google does little to no marketing. Salesforce is all about Sales and Marketing. Google is ad-based. Salesforce is subscription-based. Google has no email/phone support. You can actually get someone from Salesforce on the phone if you have an issue. Google scales out. Salesforce scales up.

On a positive note, they're both in the bay area. They both want to eat into Microsoft's market. They both deliver their services via the web.

Don't get me wrong. We currently use Google premier apps for email, calendar, and document management plus we use Salesforce for CRM and support/operations. No matter what announcements are made in the coming weeks, I'm convinced we can only benefit.

Posted: Wednesday, May 23, 2007 9:37:42 PM (GMT Standard Time, UTC+00:00)  #   
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My Google Docs for Salesforce project is now sufficiently obsolete with the announcement of Salesforce SOA.

(Update: Well, perhaps I spoke too soon. This demo effectively synchronizes SForce records with a Google Spreadsheet, but I still need a Google Docs related list on SForce records)

Posted: Monday, May 21, 2007 8:15:35 PM (GMT Standard Time, UTC+00:00)  #   
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It's been over a month since I signed up for Google's Pay-Per-Action Beta program and still no invitation. Our AdWord budget has been lumpy over the past several months, so I suspect our client ID is not a "stellar" candidate at the moment. Anyone else had a chance to play with this?

If there are any Salesforce customers in the PPA Beta, please contact me. I have some ideas on how to manage the PPA customer experience and reconcile actions with Salesforce Campaigns.

Posted: Tuesday, April 24, 2007 4:39:15 AM (GMT Standard Time, UTC+00:00)  #   
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How did I miss this? On the same day that Google announced support for PowerPoint-like functionality, I also noticed an "Add Chart" feature in my Google Spreadsheets.

Very slick...

Posted: Thursday, April 19, 2007 12:44:26 AM (GMT Standard Time, UTC+00:00)  #   
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Let's face it. Google is search. When we first started developing plug-ins to our content management system, we did what any other software company would do and attempted pre-maturely optimize our solution to support any search engine. But pretty soon that gave way to Google specific reporting, optimizations, and API integration.

Google now has 2 menu items in the i-Dialogue control panel. One for API integration and one for Webmaster reports... and as we start rolling out a new daily email reporting system, Google once again has it's own specific reporting module.


Some reports show that half of all Internet searches were done through Google in 2007, but I suspect it's closer to 60%.

From a relationship marketing software perspective the trend is clear. Generic SEO and PPC tracking features will start giving way to Google and Yahoo specific tools and reports as this becomes a 2 horse race that controls 80% of the search advertising market combined (but that's not to say there won't be plenty of opportunities in the Long Tail).

So as a Microsoft partner, what are my thoughts on MSN and Live? www.live.com market share is truly disappointing and perhaps somewhat undeserved. The image search feature is much better than any other search I've used and I like the fact that Live Maps makes a guess at my Geo location based on my IP address and defaults to my location.

But I still find myself using Google for text, news, and Blog searches, simply because I know Google's algorithms set the industry standard and anything else has a feeling of "also ran" when you use it.

Finally, www.ask.com is another dark horse search engine that probably deserves more market share than it has today. It's quite a comeback story and you can really see the passion that went into reinventing this 90's Internet bubble darling.

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Posted: Saturday, March 24, 2007 10:16:34 PM (GMT Standard Time, UTC+00:00)  #   
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Since jumping on the Google Apps Enterprise bandwagon, a couple of Google Apps to Salesforce.com integration requirements have started to emerge.
 
It now feels that we have 2 systems of record for our customer contacts and the path of least resistance to contacting a customer is now through our shared contacts database in Google Apps. This results in the CRM system (which is supposed to be the system of record) getting out of sync with day-to-day operations.
 
I'm not sure that the Google API allows us to log each email activity with clients in Salesforce, but it does appear to support integration between Salesforce Contacts and Google Contacts through the Google Provisioning API.
 
Calendaring is another area where Google has now become our primary means of managing events and meetings, but Salesforce is the system of record for things like Contract and Asset expirations, which drive our subscription billing process. I'd love to have an iCal feed from Salesforce into Google Apps that gives everyone visibility into customer related events. Even better, I'd love Google Calendar events to flow back into Salesforce with 2-way sync (Perhaps just an iCal mash-up on the Salesforce Console Page will suffice?).
 
It's doubtful that Google Apps will ever match the Salesforce Opportunity and Campaign management features, nor provide the workflow and reporting flexibility required to run an enterprise (although I don't doubt many small businesses will use Google Apps for basic CRM). But clearly Google Apps is emerging as the Office 2.0 suite of choice and it's positioning and integration relative to CRM and ERP solutions will follow a similar path that Microsoft Exchange and Office have taken today, albeit within an SOA context.
 
This is all very exciting stuff. There's even talk around our water cooler of creating an "i-Dialogue for Google Apps" solution to enable tighter, enterprise-class interactions between employees, customers, and partners. We'll of course dance on the bleeding edge and test these concepts out on ourselves first. :-)
Posted: Tuesday, February 27, 2007 7:50:40 PM (GMT Standard Time, UTC+00:00)  #   
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