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Gary Edwards

Gary Edwards's Public Library

  • OpenText's Feeding Frenzy

    My friend Laurence Hart outlined all of the ECM companies that have disappeared. But on what I consider to be the key driver, he had this to say, “I’m not forgetting SharePoint but Office365 is in its own unique grouping and is likely to be around until Microsoft implodes.” 

  • The State of the ECM Market

    SharePoint and Office 365 are adding capabilities and capacity and customers at a ferocious pace.

    • In the recent announcements, Microsoft indicated SharePoint (including SharePoint Online) now has:

      • 160 million licensed users
      • 75,000 companies
      • 1,000,000 developers
      • 200 percent year-over-year (YoY) usage growth
      • 500 percent YoY content growth

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  • Microsoft Corporation (NASDAQ:MSFT) is now the world’s largest provider of enterprise software as a service (SaaS), surpassing pioneer salesforce.com, Inc. (NYSE:CRM), the company that essentially spearheaded the model of computing, this according to Synergy Research Group’s Q2 report.
  • According to the firm’s research director John Dinsdale, Microsoft saw a 15% increase in worldwide SaaS revenues in the second quarter, one percent ahead of Salesforce’s 14%. During the year’s first quarter, both companies were tied at 14% but before that, Salesforce has always been the industry leader, Disdale said in an email.

     

  • The majority of Microsoft’s SaaS revenue comes from Office 365, an immensely popular business tool that features word-processing, spreadsheet and presentation programs. Other offerings that widened the gap between competing companies are Microsoft’s Dynamics CRM, a customer relationship management software package developed by M’soft, and online collaboration and Web conferencing service ‘Live Meeting’.

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  • In what is being billed as a major win for Microsoft over competitors Salesforce and Oracle, HP Inc is to move to Microsoft Dynamics CRM software.

    HP sales and support staff will now manage sales processes with Microsoft software as part of a six-year contract between the two companies. Sales and support staff had previously used Salesforce and Oracle software to run sales processes, with the new deal seeing Microsoft Dynamics rolled out to approximately 6,500 HP salespeople and 20,000 support staff.

    The deal extends Microsoft’s relationship with HP, with the latter having already invested in Azure, Office 365 and other Microsoft cloud solutions.

  • "We have chosen Microsoft Dynamics as our CRM solution for our direct selling, partners and services," said Jon Flaxman, chief operating officer, HP. "This brings us a cloud-based solution that delivers a more effective and efficient collaboration engine across our business."
  • In what may have given Microsoft the edge over competitors such as Salesforce, Office 365 is strongly linked to Dynamics CRM, a key point seeing as how millions of global businesses utilise Office productivity apps.

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  • A $10 Windows Mobile license had a massive impact on the Bill of Materials (BOM) and therefore the wholesale value of the phone. As the new Treasurer of the WinMo group once said to me “We’re thinking about it the wrong way. We need to move from one time license fee payments and move towards recurring revenues from services”…If only his voice had been heard [Xiaomi is using this same strategy aggressively pricing phone but focusing on long term value of services].
  • Apple upended the old model by launching a device consumers drooled over and were willing to pay $500 for (unsubsidized!).
  • Android changed it even more by making an OS that was richer and more open than WinMo completely free. The old Microsoft business model was never innovated upon. Other innovated around Microsoft.

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Sep 05, 16

"Today’s Windows Mobile is Microsoft second try at an OS with that name. Despite having an early first mover advantage with Windows Mobile in the early 2000’s Microsoft’s lead folded like a bad hand of cards when the iPhone and Android arrived on the scene in the second half of the decade.

We have not heard much about the reasons for this failure from inside the company, until a few weeks ago, when Christian Hernandez, who worked as a developer in the division, spoke out about his experience of this period in a Medium post.

He revealed that Microsoft did anticipate the upcoming evolution of mobile phones into internet-connected computing devices and that initially things were looking good, due to Microsoft having the following advantages:

A solid and stable embedded OS code base with WinCE and a growing PDA platform in PocketPC which integrated familiar apps and user experience to the desktop
A relationship with chip manufacturers and OEMs which should allow it to copy the model of the Wintel era onto smartphones where Microsoft provided the OS, reference designs and marketing dollars and OEMs built the hardware and took it to market
A well managed and broad set of application developers who lived and died by Microsoft and would surely support its new shift towards a mobile platform. This also included Microsoft’s own apps like Outlook, Word, Excel, MSN Messenger, Internet Explorer and XBox assets.
A lot of money in the bank to buy customers and market share"

  • While it seemed the game was Microsoft’s to lose, the rise of RIM’s Blackberry caught Microsoft off-guard. Microsoft became confused by competing demands to challenge Blackberry on one end, Palm on the other and Symbian on the 3rd, and Microsoft’s traditional OEM partners were not playing ball, forcing Microsoft to partner with then ODM HTC.
  • Hernandez boils the issues to 4 points, the biggest being constant changes of direction:
  • Enterprise, consumer, enterprise, consumer: The single biggest driver to the failure of Windows Mobile to take off, was its key asset: Microsoft.

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  • today’s enterprise software market is massive — an estimated $330 billion spent annually — it’s predominantly made up of software categories that have been around for decades, like ERP and CRM. The far bigger opportunity for software startups will be building the technology that helps businesses in all sectors go digital.

     

    This new software stack will dwarf that of the traditional landscape, creating a trillion-dollar enterprise software market in the process.

  • And while information technology swept through most enterprises in the 90s and 2000s aiming to automate the back-office, this decade will be all about extending the front-office: how customers are discovered, interacted with, supported, and sold to; how companies can exchange and collaborate with their vendors and partners; how researchers make discoveries and propagate them throughout their organization; and how products are designed, launched, and marketed.
Sep 03, 16

"Trump is staging a fierce comeback…

Hillary Clinton’s post-convention lead in the polls has nearly disappeared. Prominent pollster Rasmussen Reports now has Trump leading Clinton 40% to 39%. Trump also has a 3% lead (45% to Hillary’s 42%) in the Los Angeles Times poll.

And Hillary’s edge in the polls in which she’s still leading has narrowed sharply.

There’ll be more back-and-forth momentum swings in the horse race to come, but these new polls show one thing: The odds of a Trump presidency shot higher this week. And that means the odds of a Fed interest rate hike before Election Day got lower…

The fix is in…

Look, Janet Yellen isn’t going to do anything to jeopardize a Clinton presidency.

They’re both card-carrying Deep Staters. They’re both liberals who served under Obama. They both dress the same: Mao chic. And most of all, Yellen wants to keep her job when her term expires in February 2018.

She’s a lock to stay on in a Clinton administration. But it won’t happen in Trump’s. He’s already told TheWall Street Journal that he wouldn’t keep Yellen as Fed chair.

I don’t see how Yellen can raise rates between now and Election Day… if Trump can win.

If she did, it would tank the stock market, nail the economy and give Trump the White House.

When the Fed raised rates in December 2015, the stock market plunged, with the Dow dropping more than 1,300 points in the month following. A plunging market would wipe out trillions in paper wealth and slam the economy into recession."

  • But Yellen isn’t going to let any normal course of events happen before Election Day, especially since a Trump presidency would be every central banker’s worst freaking nightmare…

    Trump is deeply suspicious of the Fed… as many of us are.

    He’s rightfully and repeatedly said that Fed policies have created a stock market bubble that will burst. He’s called the Fed’s QE nonsense a bad economic idea that produced “phony numbers.”

    He told GQ that he prefers the gold standard to a Fed-manipulated fiat currency: “Bringing back the gold standard would be very hard to do — but boy, would it be wonderful. We’d have a standard on which to base our money.”

    And he also supports an extensive audit of the Fed to bring transparency and accountability to the secretive “central bank” that’s brought devastating boom-and-bust cycles for decades.

  • Of course, nobody knows if Trump will follow through on these promises if elected. Once in Washington, he could very well become just another lying politician. But right now, the last thing Yellen and her New World Order cronies want to do is take a chance on President Trump.

    They want to keep their unchecked power to create endless amounts of money out of thin air… to build and pop one financial bubble after another… all to redistribute from the little people to the elites… and destroy free-market capitalism in the name of state-manipulated Ponzi finance.

    We know that won’t change under Clinton. And maybe it won’t change under Trump. But you can bet central bankers don’t trust that business as usual will continue with Trump.

    So come the next Fed meeting in mid-September, expect a lot of sophisticated talk from Yellen about this or that economic item, assorted indecipherable mumblings and an army of TV talking heads lapping it all up as if an economic god had spoken.

    Just don’t hold your breath waiting for a rate hike… no matter what the economy’s doing.

Sep 03, 16

"Dropbox Paper, which was announced last October, is now in open beta. Given that the collaborative writing tool is going head-to-head with well-loved apps like Google Docs and Evernote, I couldn’t wait to get an early look. Though Paper is clearly still a work in progress, I’m impressed with its simple design, thoughtful features, and especially its ease-of-use. Here are five features that are especially promising."

  • Comments: You can add comments to any part of a document by highlighting the relevant line of text. In the toolbar that pops up, click the speech bubble. Your comment will appear in the right margin. Add an @ mention to alert your colleague.

     

    Attribution: Paper displays an author’s name next to any text they contributed—even if the text is copy and pasted from another Paper document.

     

    Task lists: You an create lists of to-do items in any document by highlighting text and clicking the check-mark icon in the popup toolbar. Then put @ mentions next to each task to assign them.

  • The ability to track document changes is an essential feature in any collaboration tool. Paper makes it exceedingly simple. Just click the three-dot icon in the upper right of the document and you’ll be able to see all that document’s changes and who made them along with the comment history.
Aug 29, 16

"A new player has entered the enterprise productivity race. For decades, Microsoft reigned as the market leader in enterprise productivity — until Google pushed into the space with Google Apps. Now, with the acquisition of Quip, Salesforce is joining Microsoft and Google in the race.

The implications, however, extend far beyond productivity and CRM. Recent developments in enterprise software — including Oracle’s acquisition of NetSuite, Microsoft’s purchase of LinkedIn and Salesforce’s acquisition of Demandware and Quip — point to a shift in the market.

Enterprise software (not just productivity apps) can no longer be siloed applications bolted together with varying degrees of integration. Today’s tools are expected to be cross-functional, with native integration, real-time collaboration and smart communication at their very core.

Enterprise software giants across different verticals are moving in the direction of end-to-end solutions in an attempt to own more of the workflow — Salesforce’s acquisition of Quip will only intensify the competition. For enterprise software startups, it’s indicative of more mergers and acquisitions to come."

  • Enterprise software spending is on an upward trend, and is expected to reach $326 billion this year; meanwhile, startups and investors have taken notice. There are currently 1,425 active startups in the space — as listed by CrunchBase — and there’s been an influx of venture funding. According to PitchBook, venture funding of enterprise productivity startups has more than doubled, from $4.75 billion in 2012 to $11.46 billion last year. This year, these software startups have already raised $6.26 billion to date, and the median deal size is up 25 percent compared to 2015, reflecting current market demand and investor appetite.

     

    With investors hot on enterprise startups, the market will become more fragmented and saturated than ever before. End users are already inundated with dozens, if not hundreds, of similar software solutions, each which focus on filling one specific business need as effectively and efficiently as possible.

  • In an environment where the biggest technology leaders are looking to startups for new innovation and transformation, there will likely be a coming spike in M&A activity. A historical analysis of CrunchBase data reveals an ongoing trend: enterprise software startups are seven times more likely to get acquired than they are to shut down, while only 4 percent make it to an IPO.
  • Email, communication and collaboration

     

    Email clients and collaborative communication platforms are at the epicenter of modern workflows. For a software giant like Salesforce, whose core product (CRM) relies so heavily on email communications, startups in this segment are particularly attractive targets for an acquisition.

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  • Big corporations that make the move to cloud just don't want the disruption that Google's software alternatives to Office -- Google Docs for Word, Google Sheets for Excel -- could bring.
Aug 22, 16

"Six years ago, we surveyed our employees with the goal of determining the optimal place for each of them to work in terms of maximum efficiency and productivity.

What we quickly determined was that no one wanted to work in the office.

Workers Can't Concentrate in the Office
When asked to identify the best place to get work done — specifically work that requires maximum concentration and creativity, such as designing a web page, programming new functionality for software, developing a financial report or writing a sales proposal — not a single member of our 34-member team chose the office.

Rather, they selected:

An extra room at their home
Their favorite coffee shop
A train or airplane
Our finding wasn't an anomaly. In a much larger study based on 2,600 interviews, FlexJobs concluded that 76 percent of workers prefer to avoid the office when they have important work to do."

  • Email

    Email generates a “push” interruption in your daily work. When people want something from you, they sends you email, which interrupt your flow of thought.

    In our company, we turned to alternatives to reduce email — options such as Basecamp, Asana and Slack. Now, when someone is contributing to and working on a project, instead of giving a “push” with email — which distracts the people from their work —they make a “pull” and retrieve information directly from the place where everyone is working together on the same project.

    Additionally, it encourages more collaboration. The problem with email is that all the information remains enclosed between the sender and receiver. The communication remains behind closed doors.

    When a new team member wants to join in on a project, they have to bother another person to catch up on the state of the job and learn the way the project is advancing, triggering another flow of email to catch the person up to speed. Now, that new team member can simply log onto the platform, Basecamp, for instance, search for the corresponding project, and find everything they need to begin working.

  • Meetings

    As shown in this infograph, $37 billion dollars are lost each year in the United States alone because of unnecessary meetings. Employees spend more than 60 hours per month in unproductive meetings (with half of those being considered by them to be a total waste of time).

    Who creates meetings? Yes, people who live from one meeting to the next —managers!

    Their agenda is full of meetings. This is due to the fact that they are not the ones doing the true work — the work that serves a purpose, which has value and adds up, the productive work.

    The ones who do the productive work are the programmers, designers, etc. They need to have a work schedule with no meetings for them to reach their maximum level of productivity.

  • Another reference point is this article by The Economist, where a study showed that a factory was able to save the equivalent of eliminating 200 jobs just by limiting meetings to a maximum of 30 minutes and 7 people per meeting.

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  • Gary Wolfson, head of Cisco’s Global Collaboration Partner Organization.

     

    Pages

    • The major player reinventing Cisco’s collaboration strategy is Rowan Trollope, senior vice president and general manager of Cisco's IoT and Collaboration Technology Group. Trollope, who pondered joining Microsoft, joined Cisco in 2012 with the goal of driving simplicity, innovation, interoperability and cost-effectiveness inside Cisco’s collaboration portfolio.
    Aug 20, 16

    "Last Thursday, as Bloomberg was gingerly setting the stage, and the preemptive damage control for what was about to be a historic leak, it did everything in its power to deflect attention from the key topic, namely that prominent liberal billionaire and Hillary supporter, George Soros had been hacked and countless documents were about to be leaked, and instead focus on the alleged identity of the hackers, the so-called DCLeaks, which – like all other “experts” – it positioned as yet another Russian government-sponsored operation.

    To this we had one retort: “Far more important than the inane speculation on the hackers’ identity, is the now official disclosure – and warning – that Soros himself was hacked. Bloomberg writes that Open Society Foundations, the Soros group, reported the breach to the Federal Bureau of Investigation in June, according to spokeswoman Laura Silber, who added that an investigation by a security firm found the intrusion was limited to an intranet system used by board members, staff and foundation partners.”

    And, sure enough, over the weekend that is precisely what DCLeaks revealed as it disclosed over two thousand internal documents from groups run by George Soros were leaked online Saturday after hackers infiltrated the groups. The 2,576 files were released by DCLeaks, a website which claims to be “launched by the American hacktivists who respect and appreciate freedom of speech, human rights and government of the people.”"

    • The documents are from multiple departments of Soros’ organizations. Soros’ the Open Society Foundations seems to be the group with the most documents in the leak. Files come from sections representing almost all geographical regions in the world, from the USA, to Europe, Eurasia, Asia, Latin, America, Africa, the World Bank “the President’s Office”, as well as an unknown entity named SOUK. As the Daily Caller notes, there are documents dating from at least 2008 to 2016.

       

      Documents in the leak range from research papers such as “EUROPEAN CRISIS: Key Developments of the Past 48 Hours” focusing on the impact of the refugee crisis, to a document titled “The Ukraine debate in Germany“, to an update specific financials of grants.

       

      They reveal work plans, strategies, priorities and other activities by Soros, and include reports on European elections, migration and asylum in Europe.

    Aug 20, 16

    The Soros Hack is an Incredible find! Thanks to Marbux!

    "George Soros is a Hungarian-American business magnate, investor, philanthropist, political activist and author who is of Hungarian-Jewish ancestry and holds dual citizenship. He drives more than 50 global and regional programs and foundations. Soros is named an architect and a sponsor of almost every revolution and coup around the world for the last 25 years. The USA is thought to be a vampire due to him and his puppets, not a lighthouse of freedom and democracy. His minions spill blood of millions and millions of people just to make him even more rich. Soros is an oligarch sponsoring the Democratic party, Hillary Clinton, hundreds of politicians all over the world. This website is designed to let everyone inside George Soros’ Open Society Foundation and related organisations. We present you the workplans, strategies, priorities and other activities of Soros. These documents shed light on one of the most influential network operating worldwide."

    Aug 19, 16

    "Welcome to the San Mateo Public Records Request Center

    The California Public Records Act (Government Code Section 6253(c)) requires the City to respond to a request for public records within ten (10) calendar days.

    The City will determine whether the request, in whole or in part, seeks copies of disclosable records and will promptly notify the requestor of its determination. In unusual circumstances, it may be necessary to request a 14-day extension to provide a determination."

    • At first, Google had collaboration but little compatibility. Now it has both. Add in the cost of free or inexpensive depending on your situation, and Google may continue to take away users from Microsoft Office. Apps should also sway those looking toward LibreOffice, OpenOffice and WPS Office 2016 free, the leading free office suites which closely emulate Microsoft Office.
    • The question for dissatisfied Microsoft Office users is no longer whether they can do the same work with Google Apps as they can with Office. They can for at least 90 percent of their tasks, a higher percentage if Office file compatibility isn't a requirement. Now the only question is whether users have enough constant Wi-Fi or other mobile network coverage to always reach Google. Sure, some work can be done offline. But the strongest pitch for modern office workers, that of dead-simple collaboration, means they need access. And if they have access, Google Apps has just about everything else they need.
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