Cubic Compass Software

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Mike Leach

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I find myself intrigued lately with the possibility of using OpenID in B2B marketing campaigns and portals.

The idea is simple. Let your customers/partners use their existing Google, Yahoo!, Facebook, or AOL account to login to your website.

For a consumer website, this is a no-brainer. I would not be surprised if I could click on a Yahoo! banner ad and log into a sponsors website using my Yahoo! username.

But does this necessarily apply to a B2B website? I'm sure Marketers managing a complex sales process will continue to want to own the relationship end-to-end and collect as much information as possible upfront. But if a Marketer is willing to collect a minimum amount of information upfront and invest in cultivating the lead to incrementally collect more information over time, then this might work.

Less complex sales cycles might actually have quite a bit to gain by letting leads self-identify with an existing identity, given they're "in the hunt" and scanning 5+ competing site at one time. The site offering the path of least resistance is most likely to win.

RPX has a freemium service that supports OpenID (RPX is also an Oregon-bred company, so it must be good ;-) ). I'm going to experiment with the free version of this service and play with integrating it with i-Dialogue membership management (and by proxy, CRM Lead/Contact management). 

So what do you think? Would you support OpenID on your website? Why or why not?

Posted: Tuesday, December 02, 2008 5:06:27 AM (GMT Standard Time, UTC+00:00)  #   
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Dynamic RSS Feeds are a little known, but powerful feature in i-Dialogue; and when integrated with a cloud data source, such as Salesforce.com, can be used to keep your visitors up to date and pull them into your site.

As users start to adopt RSS Readers for aggregating their news, it becomes even more important for Marketing Managers to become familiar with RSS and how to get mindshare in the "new inbox".

This Wiki article describe how to setup a recruiting RSS feed of recent job postings. RSS feeds are expressed as SOQL Plus queries, so you can add anything to your feed.

The major components to this Dialogue pattern include:
1) Salesforce managed record (Press release, listing, property, etc...)
2) A published RSS feed that displays top 10 or 20 items
3) A click-though landing page that displays record details

Our implementation services team can deploy this Dialogue template in less than 60 minutes. Give us a call to learn more.

 


Posted: Saturday, November 29, 2008 6:04:28 PM (GMT Standard Time, UTC+00:00)  #   
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Update: Here are a couple good online resources for learning more about Azure
MSDN Forums for Azure
http://blog.smarx.com/ (this blog is actually built and hosted on Azure)

Thanks to Steve Marx, Microsoft Azure Program Manager, for pointing these out.


I recently received this invitation from Microsoft (emphasis mine):

"With the recent unveiling of Windows Azure, we’re very interested in your thoughts about cloud computing. Take this short survey and tell us what you think about cloud computing. Your opinion counts. "

However, about half way through the survey, they apparently decided my opinion doesn't count (see screen shot below).

Ouch. Talk about a negative customer experience! So exactly how does one participate in this dialogue? Should I just engage with Ray Ozzie directly via email?

Posted: Thursday, November 27, 2008 9:10:16 PM (GMT Standard Time, UTC+00:00)  #   
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I just learned a great JQuery hosting tip from the JQuery blog. Google is hosting leading open source Javascript libraries through the AJAX Libraries API.

Rather than uploading the latest libraries and installing them to an i-Dialogue CMS (or uploading as static resources to Force.com), simply add these 2 lines of script to the page template and start coding away with a fantastic API.

<SCRIPT src="http://ajax.googleapis.com/ajax/libs/jquery/1.2.6/jquery.min.js"></SCRIPT>
<SCRIPT src="http://ajax.googleapis.com/ajax/libs/jqueryui/1.5.2/jquery-ui.min.js"></SCRIPT>

Google takes care of versioning, compression, host headers, and bandwidth.

The default page templates in future i-Dialogue themes will include these libraries automatically.

Posted: Sunday, November 23, 2008 3:48:18 AM (GMT Standard Time, UTC+00:00)  #   
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Some customers have inquired about our development, testing, and release process. Although it may appear at times chaotic, there is actually a method to the madness.
 
We formally define a development "iteration" as 2 weeks. November 2008 marks the occurrence of "iteration 200", which is a pretty exciting milestone for us (the first release was in March 2001). We do updates to production sites every 2-3 iterations (4-6 weeks).
 
At the beginning of each iteration, development tasks are documented and prioritized based on a number of factors that include:
a) customer feedback
b) exception/performance report analysis
c) industry trends
 
Our Premier Support customers are provided with their own workspace at http://www.centraldesktop.com/. Requests posted to this repository are typically given highest priority.
 
Next, a work breakdown structure is created for each task and delegated to the appropriate resource for estimation and development. If a development task will take more than 2 weeks, a particular module is said to be "under refactoring" and the changes are spread out over several iterations.
 
A formal design process typically follows that may involve a quick whiteboard discussion or a detailed Visio diagram (I've started using http://www.gliffy.com/ to eat our own SaaS dog food :-) ).
 
For more complicated features, a "test first" approach is taken and unit tests are established to assert expected outcomes. These unit tests are also maintained and refactored along with the core product for use in regression testing.
 
Build files are updated and releases are internally tested using a regression test suite (see screenshot below). These tests ensure new changes have not broken existing features and also ensure 100% backwards compatibility with previous releases.
 
Occasionally, some releases require programmatic migration in order for new features to work. This rarely occurs because of our use of an object oriented metabase instead of a traditional database, but when it does, there is a corresponding framework for including migration batch files in the release. Lately, we've been empowering customers to initiate these migrations manually, such as the recent ability to convert a plain HTML editor to a Dialogue Script editor.
 
Release candidates are slowly deployed to our own website, the Developer's sandbox, and other staging environments for some real-world acceptance testing.
 
Operations is then given the green light to proceed with updating all production environments, at which time scheduled downtime notices are sent to customers. We typically do not upgrade more than 10 portals at a single time, preferring to rollout changes over a few days. Because of the mission critical nature of many clients' websites/portals, we often let customers determine preferred schedule maintenance downtimes.
 
An upgrade only takes about 30 seconds to apply. Total downtime is often no more than 3-5 minutes, but we may use the allocated maintenance window to optimize databases or make other changes that may impact the site during scheduled maintenance.
 
A number of monitoring services are utilized and watched closely after an update and the operations team has the ability to rollback a release to any previous version at any time.
 
We don't always get this process 100% right. About 5% of the time, a formal release may be followed the next day with a minor patch release to correct any missed gaps. I would like to see more test coverage in our regression unit tests, but this is not a silver bullet. The increased use of Javascript in rich Internet applications is much harder to test and new tools are being developed for this purpose today. Because our core feature set offers a programming language environment, it is difficult to know how changes may impact some customer developed applications (more on the pros/cons of requiring customers to write their own tests in the future).
 
I hope this post sheds some light on our process. The great thing about the SaaS subscription model is that you receive all these services in the monthly subscription and we ensure every upgrade is done to perfection, which results in happy customers.
 
There are definite benefits to using cloud-based services for business users, because it relieves them from worrying about the technical details of maintaining their website or portal. But many IT professionals who have years of experience managing this same process also appreciate the benefits of outsourcing the maintenance of their website to the cloud so they can focus on adding business value to their organization.
Posted: Saturday, November 22, 2008 9:41:47 PM (GMT Standard Time, UTC+00:00)  #   
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(With respect to Aerosmith)

Amazon just announced CloudFront; an Akamai-like service for hosting web resources closer to end-consumers of websites and portals.

How can CloudFront improve my i-Dialogue hosted solution?
i-Dialogue solutions are hosted in Plano, Texas and the Pacific NorthWest. When a visitor to your site in Europe requests a web page or document, that file must travel half-way around the world to the requesters browser (where it is typically cached for future requests).

CloudFront allows commonly accessed files, such as images, cascading style sheets, and javascript libraries, to be hosted and cached at various locations around the world to minimize the distance travelled to serve these resources.

How do I get started?
This service is currently in beta. We will initially pass through Amazon's CloudFront subscription costs directly to subscribers (setup and configuration fees may apply). Contact info@cubiccompass.com to learn more and get started.

How does CloudFront impact the content publishing process?
We are still researching how CloudFront impacts a typical content publishing workflow and what extra steps will be required by content publishers.

The long term goal is to manage CloudFront as a black box and any files/images copied to a specified folder on the i-Dialogue CMS are immediately replicated to CloudFront.

Dynamic pages will still be hosted on i-Dialogue and real-time data will still be retrieved from their content source (such as Salesforce, Google, or Microsoft services).

Where are the edge network locations?
Here's the info from Amazon's website on available network locations:

The Amazon CloudFront Network

To deliver content to end users with lower latency, Amazon CloudFront uses a network of edge locations world-wide. Amazon CloudFront uses the following edge locations:

United States
  • Ashburn, VA 
  • Dallas/Fort Worth, TX
  • Los Angeles, CA
  • Miami, FL
  • Newark, NJ
  • Palo Alto, CA
  • Seattle, WA
  • St. Louis, MO
Europe
  • Amsterdam
  • Dublin
  • Frankfurt
  • London
Asia
  • Hong Kong
  • Tokyo


Posted: Wednesday, November 19, 2008 6:56:53 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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Great article here on BMW's 7 year product lifecycle and how they manage their brand. Very innovative and progressive culture. (Detroit... are you taking notes?).

If i-Dialogue were a car, it would be 5 series BMW :-)

Posted: Wednesday, November 19, 2008 2:44:16 AM (GMT Standard Time, UTC+00:00)  #   
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Amazon Web Services is one of many cloud computing providers leading the way with a variable payment utility model. Similar to an electric bill, the amount you pay per month varies depending on your usage.

However, several software-as-a-service solutions built on top of this infrastructure are commonly available at a fixed price per month (including our own solution).

These two service models are not in parity with each other.

First off, I understand the benefits of a fixed price model. Marketing and Support professionals often tell me they are seeking budgeting approval from their CEO to use our service.  "You're positive there are no hidden costs. Correct? If I get approval for $X thousand dollars in 2009, will that be sufficient to address my goals?", is a common inquiry.

Fixed pricing offers reassurance that a service will not exceed an agreed upon budget. However, fixed pricing subscriptions usually have a ceiling and associated overage fees.

Variable pricing may have a lower initial cost but spikes in usage are reflected in monthly invoices. A customer may budget $500 per month for a software service. Just like an electricity of phone bill, some months the actual cost will be lower. Other months the cost will be higher.

I'm interested in this topic because we are at an inflection point. By hosting our solutions on Amazon Web Services we now have the ability to offer a variable price subscription service and outsource the billing to Amazon. This means a $595 per month portal subscription could be offered initially at $295 per month with a variable pricing component based on bandwidth and storage used (in excess of some nominal values).

I'm interested in community feedback. Am I making this a more complicated decision than it needs to be? Please let me know:

"Yes. I want lower monthly subscriptions and will pay for variable overage costs"

"No. I want a fixed fee per month"

Posted: Tuesday, November 11, 2008 11:34:54 PM (GMT Standard Time, UTC+00:00)  #   
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The focus of the Day 1 keynote was the announcement of Salesforce "Sites", which is the ability to allow anonymous, public access to VisualForce pages.

Evangelizing the need for tighter integration between websites and CRM has, at times, seemed like an uphill battle for us the past 3 years. This announcement brought Customer Experience Management to the forefront and shifted the conversation from "build or buy" to "which cloud platform" to use for web development almost over night.

The timing of our ".NET As A Service" announcement was extremely relevant and we had many interesting conversations with visitors to our booth in the expo hall.

The keynote then shifted to a discussion with Neil Young and his LincVolt project. With the pending bailout of Detroit auto manufacturers looming, it was inspiring to see this "Single Man with a Vision" story as Neil revealed a multi-fueled (primarily battery powered) converted 1959 Lincoln.

Foo Fighters played the Monday night Gala (the temporary loss of hearing was well worth it).

"No servers" and "No software" continued to be the mantra through the Day 2 keynote as Salesforce demonstrated a real-world use case of how Dell is using Salesforce for channel management and using customer Ideas. In typical contrarian style, Michael Dell came out on stage and proceeded to promote notebooks, servers, and SCSI array configuration software (gotta love this guy).

Suppressed from this years Dreamforce event was any mention of Venture Capital or the $400+ Million invested in Salesforce partner solutions to date. The partner summit on Wednesday had a much more pragmatic tone that revealed the true lower cost to entry made available by Platform-As-A-Service and the ability to get going without equity investment.

Another contrast from last years message was Salesforce's emphasis to "double down" on horizontal CRM platform services and empower partners to build native vertical applications.

In conclusion, my general sense is that the current economy is forcing a process of retrenchment around the world. Cloud computing is benefiting from this paradigm shift because of its demonstrable cost reductions and efficiencies of scale. One of my favorite quotes from a CIO at the event said "By this time next year, the leader in your market will be leveraging cloud computing. I hope that company is yours."


Posted: Tuesday, November 11, 2008 7:55:06 PM (GMT Standard Time, UTC+00:00)  #   
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Well, we're just about 24 hours away from kicking off Dreamforce 08. This will be my 4th Dreamforce (tire kicker/user in '05, presenter/sForce hero in '06, sponsor '07, sponsor '08).

I'm sure the blogosphere and tweets will be on fire throughout the week, but I'll do my best to post the latest here.

Some key areas I'll be focusing on:

  • Campaign Influence reports. Making Salesforce Campaigns the primary hub for managing internet campaigns and automatically updating responses from multiple channels
  • Advanced reporting. Several of our clients are sitting on tons of web event information and the reporting/mining inquiries are getting increasingly complex. Hoping to learn some new tricks in this area
  • MetaData API. Ability to provision i-Dialogue more quickly. Reduce repeated manual configuration of adding custom objects/fields.
  • Google API. In particular, exporting our web events to Google Spreadsheets and using Google Charting and Visualization tools

Please come up to booth #211 and introduce yourself. Bryce Hamrick, our Implementation Services Project Manager, and I are looking forward to meeting you!

Posted: Saturday, November 01, 2008 10:24:55 PM (GMT Standard Time, UTC+00:00)  #   
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