Life, Death and Twitter in Africa

A quick note. I tend not to blog about news unless it is something worth munching over (and preferably not being bounced around the Techmeme echo chamber). Instead, I share links through Twitter and FriendFeed (most come via Google Reader) and roll them up into a weekly post. If you want real-time updates, join in the fun on Twitter and/or FriendFeed

But this link on Wired deserves a post all to itself – Life, Death and Twitter on the African Savannah – talking about how social media is being used to raise awareness about and donations for a wildlife park in Kenya. Funds have dropped due to the recent political turmoil affecting tourism. Some sound bites here, but I recommend reading the full article.

…the blog raised $40,000 from donations in March. Kimojino’s Facebook page drew about $2,000; and a handful of safari companies bought advertising on the blog in exchange for sponsoring rangers. “All the rest has been from single donations from individuals around the world, from donations as small as $5 to our biggest, which was $5,000,”

The man who helped set the blog up was discovered in the wilds of… Rotherham, a town up North here in the UK. Thanks to his blog attracting attention, he switched life as an office temp for life Stood in the Congo. I am truly envious 🙂

Beyond blogging:

On a game drive one morning, the ranger stops his car in front of a herd of antelopes and whips out a camera. “I have never had a Coke’s Hartebeest on Flickr,” he says, taking a picture.

(If a certain fizzy drinks company had any sense, they’d donate some of their advertising revenue and sponsor that picture.)

What is most amazing – big companies reluctant to change should take note – is how traditions are adapting to blogging:

Getting online has not been without its risks for Kimojino. He explains that for him to be speaking about the park to the public, instead of his boss, breaks traditional Kenyan decorum and was at first difficult for him.

And balancing needs for digital and physical life:

…after a few months of this online activity, Kimojino went to the optometrist – he was worried the computer would damage his eyesight, hindering him from spotting, for example, a leopard in a tree two kilometers away.

Brilliant!

Links last week – 080525

The following is a selection of links collected from 19th to 25th May 2008, shared via Google Reader, added to FriendFeed or highlighted on Twitter. They have been organised by Library category: Systems and the elements – People, Information and Technology

This week, it’s all about people and how are our habits are being affected and changed by Internet technologies

Systems

People

Information

Technology

Search

SharePoint

Image of the week – don’t fool yourself into thinking blogging and twittering is all that important: (Courtesy of http://xkcd.com)

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Friday thought: do books matter?

Over the past month, I’ve listened to Baroness Susan Greenfield three times. First, reading an article in The Sunday Times. Second, in the audience at one of her talks. Third, hearing an interview on the radio. The same topic came up at all three events (not surprising, since she has a new book to promote) – the effect new technology is having on learning. Or, rather, the disastrous effect new technology is having on learning.

And I have to say, I disagree with her argument and pessimism. Now she is a professor, at Oxford no less. And I am a mere mortal without so much as Bachelors degree to my name. But her belief seems to be that books are absolutely essential to educational development and learning. If you don’t read books, you’ll never progress beyond the mentality of a young child. It’s a wonder how we ever invented books in the first place…

Central to the argument is that children are now flitting between multiple different information mediums, nibbling lots of content but never chewing it properly before swallowing. And those pesky computer games are distorting our perception of reality. (I’d argue that, if anything, it has the opposite effect – making reality so depressingly clear that people prefer to live in the virtual.)

I agree that lots of nibbling is no substitute for a good book, if you want to dive into the theory and history of a subject. Just as books and computer games are no substitute for real-world experience. But I’m not sure the future being painted is quite as apocalyptic as the baroness believes. Computer simulations introduce all sorts of possibilities and new ways of learning. Imagine if we were living in the time when writing was just invented. The theory then would have probably been along the lines: “Writing words down will destroy the art of story-telling. It will ruin our ability to bond and form emotional connections with one another, to learn first-hand from our elders, transforming our identity of who and what we are.”

Agree, disagree? Here’s a link to one of her interviews – iD: The Quest for Identity in the 21st Century by Susan Greenfield (The Sunday Times, May 08)

Links last week – 080518

The following links were collected from 12 to 18 May, shared via Google Reader, added to FriendFeed or highlighted on Twitter. They have been organised by Library category: Systems and the elements – People, Information and Technology (including Office, Search and SharePoint)

Big theme this week – the development of drugs to help your brain. Should/will they be treated like steroids in the future? Athletes who enhance their physical muscles are considered to be cheats. Will the same become true of students who enhance their thinking muscles?

Systems

People

Information

Technology

Search

SharePoint

Funny video of the week (think this might become a regular feature) – The Real Facebook:

Click here to view on YouTube

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Introducing new habits

iStock_question2

Two different but related posts got me thinking over the weekend. Jack Vinson writing Necessary but not sufficient, 2nd pass revisited the theory of constraints (a concept he introduced me to a couple of years ago – thanks Jack!). And the New York Times ran an article – Can you become a creature of new habits – about how our brains resist change.

The theory of constraints (ToC) assumes that, in order to improve, you must remove a constraint that limits performance relative to a goal. Often, the constraints are methods that are no longer effective. Four simple questions can identify the problem and what you need to do about ‘it’:

  1. What is the power of the technology?
  2. What limitation is being overcome?
  3. What old rules were followed because of (or are now causing) the limitation?
  4. What new rules need to be created?

A few SharePoint projects would benefit from this approach, along with ideas involving a 2.0 label 🙂 Here are the 4 questions again, using a (simple) example of adopting social media tools – wikis, blogs, social networking and news feeds:

1. What is the power of the technology?

Discover and benefit from expertise within (and beyond) the organisation; Become more responsive to feedback from customers, suppliers, partners and employees; Engage a community and create better products

2. What limitation is being overcome?

Our organisation chart does not reflect our expertise; Our customers use Internet tools that have enabled them to become more informed about our market and business than our employees; We are slow to respond to feedback and our last product missed market expectations

3. What old rules were followed because of (or are now causing) the limitation?

Rigid management hierarchy for product planning; Controls limiting access to the Internet (preventing access to news feeds and social networking sites); Approval required before publishing content or responding to web queries

4. What new rules need to be created?

Flatter organisation structure for decision-making; Encourage honest feedback; Open access to Internet tools to track customer, market and competitor intelligence; Policy for writing and responding to blogs and other social media

When I talk with organizations about the benefits of social media tools, questions 3 and 4 are either ignored (even actively avoided – “Not our problem, we’re just doing the IT bit”) or embraced a little too literally – nuke the old ways and force people to work completely differently. Both approaches will likely create problems.

And that leads on the the New York Times article. According to brain researchers, once we’ve developed habits, they are permanently ingrained in our heads. (It’s easy to forgive, hard to forget.) Trying to kill them off is pointless. Instead, we develop new habits that simply work with and/or bypass the old ways. Perhaps a similar approach needs to be taken when introducing new ways of working with information, given people are usually still involved somewhere in the process.

To demonstrate, here’s another (simple) example: Using SharePoint to replace traditional file shares. Popular with organisations who need to implement some form of information life cycle management (e.g. version controls, metadata to classify content). This can’t be done on file shares but it can with SharePoint. The implementation plan often involves banning people from saving documents on file shares and forcing them to use SharePoint instead. It’s a painful and disruptive process, first impressions usually go along the lines ‘I hate SharePoint’. Not a great start for a new system. And it doesn’t have to be that way. The most successful switch from file shares to SharePoint I have witnessed was from inside Microsoft. Because there never was any official switch. People discovered it was easier to manage and share stuff in SharePoint and naturally gravitated – the new habits didn’t kill the old ways over night, they worked in parallel with and bypassed them to the point the old ways became ineffective, redundant and no longer needed.

Back to our social media example. I’ve used this reference before, taken from the New York Times (free subscription required to access) – Here’s an idea: Let everyone have ideas. Rite-Solutions introduced an internal stock market that allows all employees to submit and vote on new ideas. The limitation they recognized:

“At most companies, especially technology companies, the most brilliant insights tend to come from people other than senior management. So we created a marketplace to harvest collective genius.”

The technology to do this is easy enough to implement. But it only works if you address questions 3 and 4 from ToC. In this example, Rite-Solutions didn’t nuke their management hierarchy and create a free-for-all. Somebody still needed to make the decision. The difference was that management had to learn to accept the evidence supporting a product idea, even if they themselves did not believe in its potential:

One of the earliest stocks (ticker symbol: VIEW) was a proposal to apply three-dimensional visualization technology, akin to video games, to help sailors and domestic-security personnel practice making decisions in emergency situations. Initially, [CEO] Mr. Marino was unenthusiastic about the idea — “I’m not a joystick jockey” — but support among employees was overwhelming. Today, that product line, called Rite-View, accounts for 30 percent of total sales.

It takes a lot of humility for management to acknowledge they are not always right (and no longer have to be). In this example, the old ways remain – there is still a management hierarchy – but it now bases its decisions on evidence gathered in new, far more democratic, ways.

Excel at visualizing data

Whilst most of my software-specific consulting activities revolve around the luscious SharePoint, I’m always on the lookout to bring Excel to the party. Excel 2007 introduces some new visualization capabilities to make it easier and quicker to analyze large data sets without requiring specialist tools. If you haven’t seen what Excel can do, here’s a brief overview of some of the new features. They can be found on the Home tab in the ribbon – Conditional Formatting.

A simple example – some data about product sales. Here’s a traditional approach: a table of data and a chart visualising the results.

Now let’s see what we can do with Excel 2007.

Data bars

Data bars are great for showing quick comparisons between data without needing to create a separate bar chart. In the example above, we can see that we are selling more nuggets than anything else despite the budget suggesting widgets would be the best seller. To set up data bars, simply select the columns and, from the Home tab in the Office ribbon, select Conditional Formatting and choose Data Bars. Then select the color you want to use.

Icon sets

Icon sets are key performance indicators (KPIs). Great for showing if the data represents good, bad or indifferent results.

Tip: The default behavior for icon sets is to display green when the value is above 66%, amber when it is above 33% otherwise red. In just about every case, you will want to change the behaviour. To do so, in the ribbon go to Conditional Formatting and select Manage Rules. For the icon set you want to modify, click Edit rules and make your changes. In this example, I want a green light if the sales variance is 1 or above (i.e. met or exceeded target), amber if sales are within 20% of budget, otherwise it’s a red light for the sales team.

Icon sets have two major shortcomings. First, there are only 3 indicators of performance. In the above example, widget sales are far closer to hitting the amber mark than gizmos, and gadgets only just reached amber. An alternative feature to use is called ‘Color Scales’. Not as pretty, but gives a better range of indicators:

Here you can see gadgets are amber, but widgets are nearly there too. Gizmos are deep red – beyond saving.

Back to relying on charts

The second shortcoming with icon sets as key performance indicators is that they give no indication about trends. Sales of nuggets look great, but is it expected or a surprise? In the image below, I have create line charts for each product and stripped away all the chart gumpf to convert them into ‘spark lines’. Now I can see that widgets have had a sudden drop whilst nuggets have had a sudden spike. And gizmos seem to be heading to oblivion.

Compare this information to the original example – It contains exactly the same data but you can instantly interpret a lot more from the information and it takes up less screen space.

For more information about designing useful visualisations, including spark lines and bullet graphs, see previous blog post: Designing Dashboards

Related blog posts:

Filed in library under: Microsoft Office; Microsoft BI

Technorati tags: Excel

Links last week – 080511

The following links were collected last week (05 to 11 May), shared via Google Reader, added to FriendFeed or posted on Twitter. They have been organised by Library category: Systems and the elements – People, Information and Technology (including Office, Search and SharePoint)

To receive and discuss all links in real-time, please subscribe to Joining Dots FriendFeed

Systems

People

Information

Technology

Office Apps

Search

SharePoint

And finally, apologies as might only be of interest to UK readers, The Apprentice in Lego – hilarious!

Click here to view on YouTube

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Programming Office

The reaction to a previous post – Rethinking Office – has been interesting. Quite a few people have argued that Microsoft won’t make an online version of Office available until they absolutely have to, because it will destroy sales of the full product. It makes sense to protect the full product, given it contributes a third of total revenue (generating a nice $4.7bn in the last quarter). But I think it’s a mistake to assume that an online version of Office will cause Office sales to plummet.

I’m not a Gartner or Forrester and haven’t conducted a huge amount of research here. But with the 100 or so customers I have talked to during the past 12 months, not one has the remotest intention of moving all of their data into ‘the cloud’ any time soon. Privacy, compliance and security concerns are the top 3 reasons, closely followed by reliability and speed (or lack) of Internet connections. They want to be able to do some work in an online environment but not everything. That’s why I think Microsoft is crazy not to plug this gap now, whilst it is still so immature. The only people likely to switch completely to online tools are those who almost certainly aren’t paying for the product anyway. But demand for online capabilities is beginning to grow. The collaborative features provided by Google Docs is gaining traction within education – i.e. the next generation to enter the workplace. People are looking for tools to publish docs online – as being demonstrated by the popularity of tools like Slideshare and Scribd (acquisition prospects?)

Not only does Microsoft give the impression of ignoring demand for online features, they are not doing a great job of promoting what the products can do for business. Here’s a simple example. I am currently building a new portfolio management system for a small financial services business. Their information-working habits have barely changed in the past 10 years. A simple review of their current processes and it became obvious that we could reduce their administration overhead by approximately 25%, all but eliminate the potential for errors, and do analysis to highlight business development opportunities. How? Automating manual processes and calculations. What with? A combination of Access, Excel and Word. Access will hold the database, forms and reports. Excel will be used to create a performance dashboard and real-time summary report. Word will be used for mail merge (currently completed manually – there’s the first fix)

Target return on investment (ROI) – 6 months.

Why use Office? Simple. I can use macros and VBA (Visual Basic for Applications – built into Office and therefore doesn’t require specialist developer tools) to automate as much of the data entry as possible, including workflow-driven forms to manage business processes and automatically generate client letters pre-populated with data. Data validation rules will capture and correct anomalies. By building the solution inside of Office, the administrators will still have access to all the other standard features. For example, they can create queries, ad-hoc reports and custom mail-merges (such as creating a targeted newsletter) without requiring me or another technologist to come in and do it for them at cost. I don’t have to second guess every possible requirement and charge them for developing features they might not use as much as they initially think. The user interface is consistent and familiar-ish (I’ll be spending half a day with them to help acclimatise to the new ribbon system), and, to save my bacon, is Microsoft’s responsibility to support. I can concentrate on making the forms, reports and processes as user-friendly and intuitive as possible. The programmability side of the application is a lot more mature and secure (especially macros) than in the 1990s.

There isn’t an online alternative to rival this capability, yet. The nearest appears to be Zoho. They are building online versions of traditional software applications covering just about every type of information-related activity you can imagine. Last week, they announced support for macros, programming and advanced functions such as pivot tables. The barriers to adoption? The reasons already given for not wanting to go fully online, product immaturity and lack of a partner network to help implement and customise the service. That’s probably going to change.

What’s interesting at this moment in time is the growing perception that Microsoft isn’t focused on software any more. Perhaps in part because of the news coverage. Steve Ballmer is the CEO and all he talks about is… Customers don’t know about the benefits offered by new versions of Office. They’ve never seen the visualisation features within Excel. They haven’t heard of Office Business Applications. Some still haven’t heard of SharePoint. And some that have don’t really know what it means. They can’t find examples to relate to or events to attend that might explain it all (‘Too techie’). They don’t notice the ‘people-ready’ adverts, different to the ‘realising potential’ ads from last year and the ‘dino-heads’ from the year before. They can recognise an IBM advert, just show the blue borders and they can recite their favourite line: ‘…so who’s responsible for getting this fixed?’. They joke about the PC vs Mac ads. They’ve seen an iPhone (Windows Mobile? Not so sure). They do know Microsoft is competing with Google and was trying to acquire Yahoo…

Anyone remember the scene in Jurassic Park, where the park warden explains the challenge of avoiding Velociraptor? You focus on the Raptors you can see up ahead. The one you didn’t spot comes in from the side and eats you.