Entries Tagged 'Content management' ↓

Marketing as a two-way dialogue

It’s not a secret that The 451 Group isn’t the largest of analyst firms. We plain and simple don’t have as many analysts as the biggest firms — don’t get me wrong, we have about 35, we’re not exactly tiny. But still, we have bigger coverage areas (we have a bit of a different focus which makes this work). There are pros and cons to this but one of the biggest pros is being able to look across a larger area at what sometimes seem to be unrelated or parallel trends to see the intersection. This can be difficult when you’re really heads-down covering one fairly narrow sliver of IT (I speak from experience on that one).

I split my time pretty evenly between content management (in a broad sense) and what we used to call team collaboration but is really now enterprise social software. I’m not alone in these areas. There are several folks here that also work on social software in particular as social computing is starting to impact so many other sectors (search, CRM, app development, etc.). In particular I work with Vishy Venugopalan who covers mash-ups and other types of social application development and our new research associate Anne Nielsen who joined us just recently to specifically help out in the area of social software (yay, welcome Anne!).

But I digress. What I wanted to talk about was a particular intersection point between content management and social software. For internal deployments, this intersection is pretty obvious. As team collaboration gets more social, blogs, wikis, profiles, shared tags and so forth are natural extensions for internal collab tools. Even though the cultural changes can be difficult, from a pure technology perspective, it’s not a stretch to see that a content management tool like Microsoft SharePoint, that started out in content management, must quickly morph into social software.

But what about on the external side, where social software is deployed in customer-facing environments? (I really am getting to the title of this blog post…). Web content management, the traditional home of an organization’s customer-facing web presence, is more and more about online marketing, figuring out how best to test and target content to increase “success” (however that is defined on a particular site).

At the same time marketers are investing more to analyze the success of campaigns, test offers and automate content and product recommendations, they’re also delving into the world of customer communities and user-generated content. Social software is increasingly being used to solicit customers for feedback, enable customers or site visitors to socialize with each other, and use social tools to better support, retain and increase the value of customers.

Are online marketing (targeting, personalization, advertising) and customer communities different things? Of course not.  Community contributions (votes, comments, blog posts) can make marketing more of a two-way dialogue,  not to mention the fact that explicit contributions could be a goldmine user data on which to base offers and recommendations.

Are early efforts in online marketing and customer communities separate, siloed, manned with separate technologies? Mostly. Are customers looking to change this? Not yet. But they will once they’re more experienced and successful in both areas.

This will have an impact on how these markets (online marketing and social software) consolidate and grow. It’s still early days, but definitely something I’ll be looking at a lot as I cover (with help!) both areas.

The state of ECM…and knowledge management?

I had a strategic counsel call last week with a large vendor thinking about expanding its product portfolio in the direction of ECM. We discussed whether this investment should be in the area of records management and archiving or full-boat document management with BPM.

Well, according to AIIM’s recent “State of the ECM Industry” survey, 2008 spending plans are focused on the records, documents, and processes, so it seems either bet could be a smart one. John Mancini elaborates:

At the top of the list of spending plans for the next 12-18 months are workflow/BPM (45% planning a spending increase), document management (45%), and records management (43%).

The whole AIIM survey is available and is interesting reading if you follow ECM.

Another thing I noted in these survey results is that only 5% of respondents plan to spend “much more” than last year on “Enterprise 2.0.” This is the same amount that plans to spend “much more” on knowledge management. And 24% of respondents plan to spend “slightly more” this year on “knowledge management,” compared to only 20% on “Enterprise 2.0.”

I wonder what they put in the knowledge management bucket that’s separate from “Enterprise 2.0?” I would certainly argue that social networking and related technologies are the latest-and-greatest type of knowledge management, especially when you’re talking about internal deployments. We even went so far as to delete ‘knowledge management’ from our taxonomy...

Open source content management in a city near you…

I came across this announcement today that Dutch open source content management play Hippo has “taken over all activities of the San Francisco based portal-specialist BlueSunrise.”

Seth provides some details:

Hippo BV bought David Sean Taylor’s (of Apache Jetspeed fame) company Blue Sunrise. David is now the VP of Engineering and gives Hippo a presence on the West Coast (Bay Area). I don’t know of any North American customers running on Hippo CMS yet. But I wouldn’t be surprised if Blue Sunrise customers running on Jetspeed start to move toward Hippo Portal, which is based on Jetspeed.

Hippo is one of several European open source efforts in the content management realm expanding operations, an indication of the activity in this area at the moment. eZ Systems has announced a new managing director for North America, who will be tasked with opening an eZ office in Chicago. French company Nuxeo opened a UK office last year and the Drupal start-up Acquia, led by Dries Buytaert from Belgium, is based here in Boston. Knowledgetree (headquartered in Cape Town but with offices in London) is also starting up on the West Coast.

What’s the right level of automation in content targeting?

I spoke with two web content management (WCM) vendors in the past week that are investing heavily in online marketing. In the WCM realm, this mostly means user-friendly tools that marketers can use to not only create content for a web site but also to test it and target it to site visitors.

A question I’ve been asking lately is, how automated can / should this targeting be? Interwoven, FatWire, Tridion and others have tools that let marketers segment visitors and then build some rules around how content should be targeted to these segments. This is a fairly manual process – segments and rules have to be manually created and managed. This is workable for sites that have a few broad segments and relatively shallow content / product catalogs. But wouldn’t be manageable with multiple, detailed customer segments and a deep product catalog.

This is one of the reasons Amazon, with arguably the deepest product catalog around, has long applied what we used to call “collaborative filtering” on its site — you know, the “readers who bought X also bought Y.” This approach has its own drawbacks to be sure (on Amazon, I get a strange list of recommendations based on the books I purchase for myself, for my kids or as gifts) but it wouldn’t be feasible for someone at Amazon to manually create cross-sell rules for every item Amazon sells.

A crew of start-ups like Baynote, Aggregate Knowledge and Loomia offer updated approaches to collaborative filtering that use more inputs (like time on page, search terms, clicks, scroll rate etc.) than early collaborative filtering tools. These vendors take different approaches (i.e., behavioral vs. contextual) but they’re similar in making recommendations automatically.

Some WCM vendors note that customers are leery of a “black box” making recommendations with live content on their sites. That isn’t surprising really. They also note that most customers are only beginning to segment customers or to get their feet wet with content testing (like multivariate testing to test layout or content success rates) and aren’t ready for automated recommendations yet. Still, Vignette just signed an OEM agreement with Baynote, so there must be some interest.

So which is the right approach? Ultimately both rules-based and automated targeting are likely to have roles to play. As emerging online marketing suites that include WCM, web analytics, testing and targeting tools come together, they’ll let the marketers choose the right approach for different types of content and/or different customer segments. But we aren’t there yet.

Bricolage?

I admit this was my first thought when I read this post by Alex Loddengaard on the Redfin Developers’ Blog. Redfin evaluated a number of open source CMS tools, including Alfresco, Drupal, Joomla, Mambo and Plone but found only Bricolage (written in Perl) met their requirements for multi-site publishing, templating and staging. It seems like the 2.9 release of Alfresco’s Community edition (which maps to the 2.2 Enterprise edition) probably would fit the bill now, but wasn’t available at the time of this initial eval.

I checked in with our open source gurus and they’re familiar with Bricolage and note that it has a substantial following.  But I hadn’t come across it before. There is also a commercial play for Bricolage services and support.

Many of the folks at Redfin, including CEO Glenn Kelman, came from Plumtree Software and I’ve known them for ages. I chatted with them at one point as they were making this choice before they found Bricolage. As they found the open source tools inadequate and the commercial tools to be too much (in more ways than one), I had suggested a SaaS provider like Crownpeak as a reasonably priced alternative – or at least one where the costs get chunked up, making them easier to swallow.

But for a company like Redfin, which provides real estate services online, the website is essentially the product (along with the real estate services themselves, I know) and open source seems a more natural fit, given the technical expertise on hand. This isn’t always the case in a comparably-sized company in a different line of business. It gets to a bit of what I was saying in yesterday’s post about the room that exists in ECM (and in this case the subsector of WCM specifically) for multiple vendors and models. Congrats to the folks at Redfin for finding the right one.

Public ECM companies? Open source and SaaS are next

Just catching up on feed reading (impossible) after being out at AIIM so much last week and saw Dennis Byron’s post at Seeking Alpha about enterprise content management investment opportunities. He looked at the AIIM show floor through the lens of the public markets and found few investment vehicles, at least at present. He missed one or two – consolidation in 2006 did take Stellent and FileNet off the public market, but Open Text, Vignette and Interwoven remain (these last two were absent from the AIIM show floor).

Byron also identifies the right prospects for a year or two out. Alfresco (open source) and SpringCM (SaaS) both had big booths at AIIM and are two of the most interesting companies to watch in ECM at the moment. Alfresco may be a bit further along — John Powell, Alfresco’s CEO, is on record saying 2009 is a target for an IPO. But the two are comparably sized with 70ish employees and probably something like $10m for a bookings run rates (both have annual subscription models).

This is of course peanuts to the Microsoft, IBM, Oracle and EMC crowd that dominates ECM these days but may point to the future nonetheless — or at least a future. We consistently hear from traditional ECM players that open source and SaaS don’t come up much competitively, which I think is an indication that change will be slow in coming. It’s also a reminder though that “ECM” is a fractured market with many sub-sectors and room for many players (SpringCM and Alfresco don’t really compete, for example, even with business models aside). Success of new vendors and models doesn’t necessarily displace established ones particularly in ECM, which means many things.

Welcome to Too Much Information

Welcome to the new 451 Group blog about information management. What’s information management, you may ask?

It’s the confluence of a variety of strategies organization employ to get their arms and exploit the myriad sources of data and information at their disposal. Specifically this means 451’s coverage of the following areas:

  • Search
  • Collaboration
  • Content management
  • Text analysis
  • eDiscovery
  • Archiving
  • Storage
  • Databases (relational & otherwise)
  • Business intelligence
  • Master & metadata management

It is written mainly by Kathleen Reidy and myself, and both of us will be at the AIIM Expo this week in Boston where we will be taking the temperature of the content management market & talking with a bunch of vendors and end users.

More on that and Drupalcon this week.

Legal – IT backwater no more

I’ve been attending LegalTech here in New York for the past few years, but this year things seemed to be different.Firstly, and most noticeably, every inch of available space at the New York Hilton on 6th Avenue was taken, spread across three floors. The corridors, which in less busy shows simply lead you to rooms, were lined with stands as were the exhibition spaces. It reminded me of the annual SIFMA Technology Management conference, which is a bit of a zoo and in the same location. But unlike the financial services industry, the legal industry and general counsel offices of corporations haven’t traditionally been seen as major buyers of IT, let alone cutting edge stuff.But there’s nothing like regulations to fuel a surge in the market. The changes the Federal Rules of Civil Procedure (FRCP), which took effect in December 2006 and mandated that all electronic records were discoverable and that parties needed to be ready within 120 days of the start of a lawsuit to discuss their eDiscovery terms. This made eDiscovery a very hot market in 2007 (and helped Stratify to a nice valuation when it was bought by Iron Mountain in July 2007 for $158m).

But one of the messages I picked up pretty loud and clear is that law firms and legal departments have their eye on a much bigger problem, currently being done largely manually, but ripe for automation: document review. Figures of a $15bn market for document review now and a bill of $40bn by 2011 for overall review expense raised more than a few eyebrows among some prospective customers of document review vendors (many of which are also eDiscovery vendors, a market pegged at about $3bn). Jay Brudz, senior counsel, Legal Technology at GE, put it bluntly, “you know how many freaking lightbulbs we’ve gotta sell to pay for that?,” before making it clear that he had no intention in paying what vendors are asking.

The other point of tension I’m picking up is the one between intelligent archiving and search – the battle of ideas between those that think it’s better to do all the tagging at archive time and do some culling at that point (to avoid storing dupes and garbage) and those that think you should store everything and develop smarter search engines.

It’s clear – admittedly without any empirical evidence to hand – that protagonists in this space, be they general counsel departments, outside law firms or the vendors feel the rate is increasing so fast, their ability to cull the data at archiving time to make it more easily discoverable later can’t keep pace. There’s clearly somethig to that, given how rapidly talk has moved from gigabytes, to terabytes to petabytes to something an IBMer who handles data governance strategy for the company told me his clients call Goog-bytes – a generic term to mean so much data they can’t get their heads around it. After all, at this rate it won’t be that long before we talk of yottabytes in this arena, and what comes after that?

Search and archiving is something we at 451 Group have spent a lot of time on already and that is sure to continue in 2008.