Windows 8 has got it right

I have read a lot of great things about Windows 8 and a lot of negative things about it too. It seems that Windows 8 has polarized opinion across the media, and this really is shown on blogging sites such as ZDNet and Business Insider. I have noticed with Windows 8 that there are two types of bloggers, those that want to use it, feel it, see what’s actually new and think of it as a new piece of software at beta release (which it is), and those who simply are looking for any reason to say why it will fail and why Windows 8 is the next Vista, or why we should all use an iPad for business or something….What is weird, as yet, I haven’t read a blog that really skews its slant in a biased way towards windows 8 (must be the sign of the times).

So like many things in life, there is no point listening or reading so called journos on such matters (just as I rarely listen to film critics), you simply have to use it, and spend some time with it. So when the CP of Windows 8 was released at the end of February I thought it was time to install it on my work machine and see what it really is made of…

By the way, I am writing this on my Windows 8 machine, using Metro IE 10, which I have to say is the nicest browser experience I have used on any form of device, be that mobile, tablet, laptop or desktop…I really like it….

 

Windows 8 Metro Start Screen

 

Touch

OK, many blogs say Windows 8 is far too focused on touch, and it neglects the desktop and the good old days of mouse and keyboard. This may seem true, when you read the blogs and see some screen shots, but actually use it for a few days (in my case in a hard work environment) and you soon realise that actually, Metro works just as well with a mouse and keyboard. Sure it’s nicer with touch, but everything is nicer with touch, far more intuitive and even dare I say still novel.

What we must all remember is that touch is the future, and that includes the desktop and laptop worlds. Already we see many PCs with touch monitors, and if you have used them, you find their experience is better than standard PCs without it (even running Windows 7). By the start of 2013 I wouldn’t be surprised if most new PCs came with a touch screen option. Windows 8 is a new UI for the next 10 years for Microsoft, and touch has to be at the centre of it, like it or not. If you are one of those people who still want to use a mouse and keyboard, that’s fine too, but don’t knock an OS for supporting what will be the mass market shortly.

Clashing Metro and Desktop

Clashing user interfaces is something that is also being thrown at Windows 8 at lot, people claiming that its “jarring” moving from the metro world to the desktop. I really think this is looking for faults for the sake of looking for faults. I have 3 monitors and 2 of which are in desktop mode, the third Metro, and to be honest I don’t find the experience jarring at all. Sure they look and behave differently but so do many programs you run. Currently with any OS, you have a few windows open and the experience between those windows is just as “jarring” as there is no standard design for apps.

I really don’t find a clash, especially if you stop seeing them as different user interfaces, and see them for what they are. Metro home screen is the start button, just full screen. When you run multiple monitors it’s really nice having the metro side of things on a screen on its own, it works really well. I also have the option to ditch it and go full desktop. We have to realise that metro is start, and metro apps are immersive experiences, designed yes for touch and tablets, but work just as well on the desktop. The Maps App for example means I will never use Google maps or any maps in a browser again! It is a brilliant experience on a desktop machine.

When you run multiple monitors you find that probably on one of them you will have one window open to the full screen, typically for me this will be Outlook, and the other monitor may have VS 2010 open full screen and the third lots of multiple windows open, depending on what I am doing. So the concept of full screen apps in metro fits in nicely with multiple monitors I find. If on a single monitor, if you want to have two windows open at once, you can with Metro, nothing stops you, just that the apps run side by side (a feature many of us use in Windows 7 to snap windows side by side). Not many of us have multiple windows open so we are viewing them all the time, we have multiple windows open so we can work with them, but to actually view them no, we switch between windows. I think the alt tab is the most used key, and with Metro this doesn’t change, nothing is stopping you from opening many many apps…

 

Mystery in using the Metro UI

With anything new, comes new ways of doing things. Many have written that you have to “re-learn” the Metro world, and know where to hover your mouse etc. This is sort of true, sure you have new areas or zones where you hover your mouse and new things happen, but that is “added” to your windows experience, and if you can’t remember to move your mouse to one of four corners to activate something then you really won’t even remember why you are on the PC in the first place.

There are new things to learn, for example start button is gone, but metro home is start, you access “charms menu” by hovering the mouse in the bottom right, or top right hand corner of the screen, sure its new but now you know, it’s pretty easy to remember. If anything its very intuitive once you give it a chance. My Dad who is approaching his 70s is always scared of a new OS coming from Windows as he is still in XP mode, but after 10 mins with Windows 8 he was more than happy with it.

Once you get used to some of the new ways of doing things, you soon find that these are standardised across everything in Windows, which makes life so so so much simpler. Think about changing settings in your browser, or an app, often we end up looking through menus to find where they are (not always in the most obvious place). You then go to a different application and you want to change those settings and yeap, you spend ages looking for them in that app as they are not in the same place. With Windows 8 all that is gone, just go to the charms menu, and there they are, settings…No matter what app you are in.

Oh, and don’t forget, Metro is for all your devices, phone, tablet, laptop, desktop….

Nokia Lumia 800 showing its Windows Metro Interface. Metro across all your devices makes life simple

 

Default classic desktop

So you boot up and you are greeted with Metro, some saying they want to be greeted by the classic desktop and bypass metro, but I really don’t see why. Once in the desktop, what will you do, you will look to open an application. So why didn’t you simply open the application from the metro start screen? If it’s a desktop app, it fires and you are in desktop mode? Booting into desktop, and then clicking on start, then programs, then selecting your application of choice is far more time consuming than selecting it from the metro start screen. Plus, in desktop mode, do I have live tiles telling me information I may need?

 

Metro doesn’t work for everything

Ahh this is true, and this is the point of Windows 8 in some ways. You have one OS for all your devices, so just as typical Windows desktop apps don’t work well for mobile devices, certain metro design concepts won’t work for certain applications. I doubt there will be a VS 2012 in Metro, or a Photoshop metro app. You simply need the accuracy of a mouse, you need the text based menus with all your options, so traditional desktop interface works well.  With Windows 8 you get the best of both worlds, and more to the point the flexibility. I want to be able to do “everything” on my chosen device, and with Windows 8 I have that flexibility. It maybe that I have a metro version of outlook or mail open, but then need to work with Photoshop; I have the freedom within the OS to work as efficiently as possible in both environments. Can you say that with any other OS across any or should I say all of your devices?

I personally am glad metro doesn’t suit everything. If it did, think of those entire legacy apps people would be trying to re-write…They won’t will they, and the desktop works well for those apps, so why re-invent the wheel for something that isn’t broken.

 

Kinect Support missing

This made me laugh out loud; that someone has complained about this is mad! Windows 8 is a beta / consumer preview edition; it’s not a finished OS. Likewise do we have Kinect Support on all other operating systems…erm, no. I’m sure it will be there come the end of 2012, and in many ways you can argue it is there already. Since the desktop world supports legacy apps, it will no doubt support the current Kinect drivers, API etc available for Windows 7.

 

Live tiles ….

I think you either love these or hate the look of them. I personally love the practicality they bring. With my Metro start screen I see so much information without doing anything other than look at the screen. I have noticed I do the same with my Windows phone, no longer do I flit between multiple apps for quick updates, and I simple look at the screen and the various tiles. In many ways, Live tiles are great from productivity and making sure you are aware of what’s going on…

I think if you hate the look of them, you haven’t actually spent any time with them. If you have, the blocky nature makes things easy and clear to see, and the fact they are actually live, constantly moving and updating you with information is great. Many have said that they will look messy once you get different apps and graphics being used, I have to disagree, if anything the tiles look more vibrant. I think the tiles look more standardised, even with lots of different apps and graphics being shown than a sea of icons which I used to have (be that on my phone or desktop). Moving back to the old icon world really does feel like a step back in time now, and I think that will be many people’s thoughts once they spend a little time with Metro and live tiles.

 

Business adoption will be slow

This may be true, but not because Windows 8 is something they don’t like, rather because the Enterprise update in cycles, and this usually means an update ever 2 versions of Windows in recent years. Most companies went from Win 95 to Windows XP. I don’t recall anyone opting for Windows 98. On the server side we went NT 4 to 2000. Roll forward and enterprise moved from XP to Windows 7 and server side from 2000 to 2005/8. It’s not because the other versions of Windows were cra* rather the releases didn’t fit in with the Enterprises upgrade timescales. I think Windows 8 is being released so soon after 7 so that it does miss the Enterprise upgrade path on purpose. This means by the time Windows 9 is being released; everyone will be happy with the Metro concept and be very eager to move to Windows 9 in the enterprise.

Sure in the tablet scene, many businesses will opt for Windows 8 tablets, especially with support for legacy apps. I read in one blog though that because windows 8 on ARM won’t support these legacy apps that business will turn to the iPad….You see the sort of rubbish that gets written? Why would any business chose an iPad in such a case? The iPad also won’t run your legacy apps, so I think the business will opt for Windows tablets on Intel chips and sacrifice the added 2 hours of battery life (so that’s 10 down from 12 looking at the battery span of the Windows 8 Developers Preview tablet).

 

Gamble…

Is Windows 8 a gamble…Yes, but is it a massive one, no not really. If you hate metro, you will live in the desktop mode. If like me you like to move forward, and you are prepared to spend more than 5 minutes judging a book by its cover, then you will soon like Metro and everything it stands for, and that will include the Metro start screen and “apps” in Windows 8…

I think Microsoft have got it right with Windows 8, and we have seen some real innovation finally from a desktop OS.

BUILD and Windows 8…

So last week saw Windows 8 developer preview being shown off at Microsoft’s BUILD conference, and well, there was a lot to take in. BUILD was also showing off Windows Server 8 and a host of other Microsoft initiatives / solutions, including Windows Phone 7.5 and Windows Azure. With all that being shown off, it was hard to keep up and understand what exactly Microsoft was telling us about their future products and services. Unfortunately, as with most things Microsoft does, this meant that there was a lot of “dodgy”, to put it politely, blogging and tweets being thrown around. Essentially many tweets and blog posts were simply wrong, or written by pure Microsoft haters, so the messages coming out from BUILD did get a little lost for some…

Anyway…Let’s have a look at Windows 8 and what it could mean to consumers and businesses…

Metro

Well this is the new interface style if you like, what Windows now looks like by default. Metro is something Microsoft has been pushing, but it’s essentially a design look and feel. Many people see this as
primarily just for tablets, but I disagree. I like the idea of switching on my PC to see the “live tiles” environment, allowing me to peer into applications without needing to open them. It’s a feature I like on the Windows Phone 7+ platform, and I personally think it works really well for the PC, laptop, tablet market. Metro applications also look and behave great, and I have no problem with moving away from “chrome” based windowed applications.

Windows 8 new Metro UI. It's Alive...

The “Metro” side of Windows 8 only supports “metro” style apps and HTML running in IE10 (currently no Silverlight or Flash in the Metro browser experience). Metro also provides a design methodlody for applications, and as such, a framework for developers to work within when delivering “apps”.

There are also “contracts” in place between applications, allowing them to share functionality via “charms”, such as the “search charm”. What does that mean, well it means you can search inside your app from the standard search dialogue. Even better, you can share content between apps using the “share” charm, so I am in one app, and I wish to share some content, I can click on the system charm and simply share it with another application. This provides a real slick feel to using the system, as if the Apps are part of Windows 8, as opposed to a single bit of software that simply runs on Windows 8. There is quite a difference there…Essentially metro and charms all adds to the user experience, and rich environment, Windows 8 aims to deliver.

Using "Charms" with touch screen keyboard to search within apps

Many though have stated, why ship Metro style for the PC if you are also supporting the more traditional “desktop” look and feel, which essentially is Windows 7 updated. There have even been calls for supplying metro only for tablets, and desktop view only for traditional laptops and desktops, a bit like Apple shipping iOS for tablets and full on Mac OS for Mac Books. Well to these people I simply say “you don’t get it”…

Flexibility, choice and function is what people want. If I own an iPad and I want to edit some pictures by using Photoshop, I can’t. That means switching over to my laptop, Mac book, PC whatever to do that work, not great if I am at the mother in-laws for example. So why not deliver a tablet that can allow me to do that work if I want? What’s wrong with having the flexibility and option there? Nothing…After all, I don’t have to go into the standard desktop if I don’t need to…

Native Desktop

The native desktop is still there, essentially it looks and feels like Windows 7, and there is nothing wrong with that. The native desktop is used to support more complex applications, applications such as Photoshop or Visual Studio, applications that need lots of tool bars, need to show lots of actions and functions to the user. There is nothing wrong with these types of applications, and not all applications could be designed the “metro” way (nor should they).

The native desktop is just that, it’s everything Windows 7 is right now, so all your legacy / business applications that have gone before will run fine on Windows 8.

 

Tablets, Laptops, Netbooks, PC’s, Phones…ARM, the lot…

One of the big things with Windows 8, and something Microsoft kept on pushing at BUILD, was that Windows 8 is for all devices, and that means all forms of hardware. So Windows 8 runs well on my fully blown development beast of a PC, yet it works just as well on a small wafer thin tablet running an ARM processor. This is actually great, it means I have a single experience across all my devices, while Microsoft needs only support a single platform.

Now, throw into the mix Microsoft’s investment into the cloud and Windows Live, and you start to see added benefits of this kind of thinking. You can have all your devices understand “state” between them, so understanding where I am in an xbox live game for example, or where I am in terms of a business process. That makes life a lot easier and flexible. Simple things such as changing my “Avatar” on my PC is replicated across all my devices, which is a great touch…

For quite sometime I have wanted a tablet that allows me to install everything I may ever need on it, so that includes development studios, it includes database administration suites, it includes photo editing software etc etc and I simply cannot do that with a tablet. So that means I lug around a great laptop just in case I need these things, yet I mainly use that to search the web, run some power point presentations, check email etc etc. With Windows 8, I can get my PC on a tablet, and use it as a tablet, until I need to use it properly, and in such an event, I can…

 

WinRT, .NET, WPF and Silverlight

Ok, now this is where many bloggers etc really annoyed me, especially those saying “Microsoft has killed .NET and Silverlight”. The essential truth is that many “components” that make up the .NET framework (and therefore the Silverlight framework) have been incorporated into WinRT (which is the metro side of Windows 8 libraries – if you like). Metro apps run either XAML or HTML 5 (note that if you are familiar with WPF and Silverlight that XAML is the front end of those technologies) but don’t run what we could term “native WPF or native Silverlight” applications. Metro apps “managed code” environment is either C++, VB, or C# (oh that’s just the same as WPF and Silverlight), and pretty much everything is the same. If you have an old Silverlight or WPF app,
you do need to make a few, and I do mean few changes, before it runs in the metro environment. I personally don’t see the big problem with this. Sure if you have a business application running on Silverlight, you now need to change it if you want to run it in the Metro world, however, you can always run it in the desktop environment…If you want to migrate, make the few changes and away you
go, and you now have a Metro application. Those changes are essentially a few include changes, and that’s it…

When you look at “Metro”, you see that it really is just an update to Silverlight / WPF, actually the whole of Windows 8 looks and feels like a Silverlight / WPF.

 

HTML 5 and scripting languages

HTML 5 is now supported along with Javascript in Visual Studio 2011, now I don’t think this shows any movement away from Microsoft technologies (such as XAML), rather it shows Microsoft’s aim of allowing as many developers as possible to develop great applications for Windows 8.

From some of the videos I have watched, I would suspect that using XAML is better for Metro applications (well delivering some of them), however, HTML 5 is going to do more than adequate job.

 

Windows Azure

There was a lot on Windows Azure, especially when we start looking at how Windows 8 synchronises between all your devices. Now I am not one who has shouted about the cloud from day 1, I have often spoken of some of the issues regarding compliance and many issues with the cloud. However, that being said, Microsoft uses Azure very very well with Windows 8. They have also gone through a lot of work of exposing may Azure interfaces to developers, allowing them to take advantage of the power of Azure across all devices. Great thinking…

I also liked a lot of things being done with Azure, and how Microsoft have really addressed compliance issues that do raise their head when we think of cloud computing. If I am honest, I think the stuff I have seen on Azure of late has me praising the concept of the cloud so much more. Though I feel that’s more aimed at “Azure” than cloud computing in general. I still have issues with IaaS and concepts of cloud applications running in my browser (I hate that, I want a real user experience, a real application, and guess what, with Metro or the desktop and Azure, I can get that very easily).

 

Developers, developers, developers

BUILD was all about developers, and that means putting them at the forefront of Windows 8, giving them the tools they choose to develop with and allowing them “sell” to potentially millions of customers. On that note, there was a lot made about the sheer number of devices out there that will be running Windows 8, and just how big that audience is for developers. I know that Apple has gained traction here; I know that Android has gained traction too, but at the end of the day, if you develop for Windows you have the biggest audience out there. And that is a fact…Throw into the mix Windows 8 capabilities on tablets and the deal with Nokia, and I think you see that Microsoft is working hard to get even more devices running their software.

 

Much more I have missed…

There was simply so much at BUILD that I can’t possibly start talking about all the things I am aware of, nor did I fancy writing multiple blogs on essentially a platform that is only at developer preview stage.  I didn’t touch on Windows Server 8, nor other features such as NFC enablement, but there you go. Go visit Channel 9 and watch the hundreds of hours on BUILD.

Essentially, Microsoft has been working very hard, it has taken on board the need for touch, and the fact that mobile and tablets are becoming must have devices, and as such, Microsoft should have Windows running on them.

I personally think Microsoft has done a great job with Windows 8 and Azure, and I can really see them taking Apple on head to head in markets where Apple currently dominates. Is this Microsoft getting back to their best? I think so…

Apps Apps Apps. Oh and web services

The growing demand for smart phones, and the ever growing number of us who now own one, and almost rely on one, means we (as consumers and end users) now expect to be able to consumer content and work in different ways. It’s amazing that “culturally” many of us now come to expect certain possibilities from our mobile devices, and that means we expect certain things from the content we wish to access or the solutions we wish to use to work. With this in mind, we need to architect solutions and user experiences not just for the “web” or the desktop, but for both, and not just for both, but also for mobile devices…

 

Apps, Apps and yet more Apps

It really all started with the iPhone, the drive for “there’s an app for that”, which means many of us now use apps for so many day to day type tasks. Apps deliver a far greater user experience than any web based “app” can in a mobile browser, even HTML 5. Keep in mind this fact, as it means consumers expectations are higher than ever, which ultimately means software developers need to provide “App” solutions, and not rely on HTML 5 for cross platform compatibility.

This same expectation on our mobiles means we expect similar from our desktop experiences. So while HTML provides cross browser capabilities and the newer HTML 5 provides richer experiences, it doesn’t quite hit the expectations consumers and users now have.  So what does this mean? Well it means that the desktop application is not dead, rather it is evolving, throw in the cloud and we can see where things “should” be going…

The Cloud

The cloud and SaaS opens up new doors, especially for “Apps”. Relying on HTML 5 to deliver cloud based applications is simply mad, simply because user’s expectations have moved on. For me, HTML 5 is simply 2 years already too late. The solutions then should be delivered in “app” type fashion, and this is where I believe Silverlight and Flash will lead the way. Both can deliver almost desktop type solutions and user expectation, but be deployed over the web. With Silverlight you can run it within the browser or out of the browse, as if a real desktop application installed on the machine. This surely is the way to go…

I know Apple goes on about HTML 5, but do we really believe that Apple sees people using HTML 5 apps on their iPad, when a user can access a far better experience, more features etc. by simply using the “App” for that?

Web Services

Good old web services play a pivotal role here, allowing any form of application (desktop, HTML 5, Silverlight, Flash etc) to communicate and essentially “work”. It seems that all these technologies are starting to “align” which means that these are exciting times…

One architecture for all?

With the cloud, web services and the drive for apps, we essentially have a single architecture that is already drawn out for us for so many different types of solutions. The only down side is that “apps” need to be developed for individual platforms, though Flash and Silverlight cover a few of the basis. But, “Apps” are essentially the front end of the solution, all the work is still being done down in the engine room and via web services, so it’s not as big of an issue as many may try and claim.

New ways of doing business

This architecture, and mobile devices, along with their apps, opens up so many new avenues for the ways in which we communicate, we consumer content, we play and how we work. It even means so many business processes that we believe are fixed in “stone” can be changed, and be changed for the better and at a cost that isn’t astronomical.

I think Apps, along with the cloud and web services will change the way in which so many day to day processes and tasks are done, I also firmly believe that there are a number of technologies in the pipeline that will take too long to evolve and will be overtaken by the “app” monster…I feel the big HTML 5 could well be one of them, with many organisations not investing in new HTML 5 websites, or applications, rather opting for real “Apps” leveraging web services…

What do you think will suffer at the hands of apps?

It would be interesting to know what other budding technologies, or big ideas, that you think may potentially fall by the wayside, because we now have such an architecture and consumer expectation for Apps…

All in the process

Often I talk about adaptive processes, the need to be flexible within our implementation of processes, but I haven’t spoken much about the power of processes. By this I mean the potential processes can have on impacting an organisation, or even how we live our lives as consumers. That’s pretty powerful stuff.

When I speak of processes, please don’t think of a defined process map, or some case with defined tasks. These are implementations of a process, not the process. When I speak of processes I always mean a very high level view of how something is done. This post is all about this type of process thinking…

 

Process definition

We get used to following a certain pattern on how to do things, the way something is done, this even applies to how we discover or design processes. How many of you use a BPM designer tool to design processes, or to communicate them? Working in this way means we can often shut the door on process innovation and innovative thinking in general.

I’m not saying we shouldn’t use such tools, but we shouldn’t be using them right from the start, rather sit down with a blank bit of a paper and a pencil…By using designer tools, or working with processes we know well, it means that in many cases we actually refine a process, rather than redefine or create new. The problem here is not one of flexibility, or capabilities to adapt, rather the way the business, individuals and teams believe the best way of doing things is. I need an example…

Take “check out” at a supermarket, how long has it taken someone to look at the checkout process and say “actually, why don’t we allow the customer to check themselves out, why don’t we let them operate the till?”. Let’s face it the technology has been there since the POS was invented to do this, but no one has really changed the actual check out process until recently…What has been happening is that we all presume the current process in general is the best way of doing it. It’s only that someone stepped back and re-evaluated the process in general that we end up with self-checkout.

 

All in the process

When we look at processes, no matter how flexible they need to be, there still is a definable process, once you step back and look at the whole problem. The trick is not to define in minute detail a process, nor to take a process and simply refine it, but to actually step back, take some time and re-evaluate the complete process from end to end. The best way to do this is to throw away what you know about the process, throw away any preconceptions of how the process will work, and start with a blank sheet of paper. Ask yourself what is the business problem? What is the start point? What is the end goal? Once you have done this, throw together some very loose and high level processes to achieve the business goal. I like to make them as different as possible as this often illustrates to me the massive variations that are possible, it also forces me to think outside of the box so to speak and I find, spark some innovative thinking. If you do this well, you will have a number of very different processes on your bits of paper, only then should we try to put some flesh on our process bones.

When fleshing out processes I then move to designer tools, but again I don’t ever want to enforce too much, nor put in any more detail than I need to. Once you have done this, then you can really look and evaluate your very different processes for the same business problem. It maybe (like our supermarket checkout) that more than one of these processes will be used to meet the business need, or that you opt for one in particular. The point is though, that you evaluate the processes in general, at a high level.

Innovative thinking and processes can make a massive difference to a business goal, it can even flesh out new ways of doing business, new ways for customers to purchase from you, open up new doors of revenue / savings and spark new life in general into an organisation. That’s the power of processes when you look at them at a very high level.

Implementation

When you come to implementation, that’s when you look to tools that aren’t rigid, solutions that can adapt and allow process refinement by the end user. After all, the end user will be the ones that make the process work, and work well. End users need to be empowered by your software solution to enable them to carry out your business process. If your end users are restricted by the software, if they are restricted in their thinking, then your innovation is lost, your processes ability to meet that business goal diminished and the benefits start falling away. End users are the key to success with any business process…

This is when I start talking about Adaptive Process Guidance, adaptive capabilities and flexible implementations….(see other blogs J)

workFile Vision. A change in direction

Today’s post is very much centred on Business Process Management (BPM), Enterprise Content Management (ECM), Customer Relationship Management (CRM)…

 Some of you may keep an eye on the news from my company, One Degree Consulting. If you have, you will know that our workFile ECM & BPM side of the business (platform) will be going through a transition phase in the coming weeks and months. We have effectively torn up our existing road map for version 2.0 of the workFile Vision product, and put together a new one. This new one with some big, well massive, changes to how we see the future of IT in business, the future for business solutions, the future for SMEs access to solutions and consequently to the Vision solution itself…

In the coming weeks, workFile and One Degree will publish more information on the changes, and the effects these will have on the Vision suite, and how these big changes will provide benefits to business.

In this post though, I want to give a quick outline to what some of these changes in thinking are, what the changes are in the Vision product, and what the drivers are that led to this drastic new thinking…

Single Silo…That singular degree of separation

workFile is, if you didn’t know, an ECM and BPM platform. However, it also allows records management and with that, the ability for CRM to an extent. Other business focused modules are built on top of the records management capabilities. However, all of these are very separate modules and silos, only aware of small fragments of data that can be shared between the two, effectively linking that content and making it of bigger use to an end user…

So what’s the big idea? Well the big change is to move away from a multiple silo approach, and to bring these different elements closely together, effectively delivering a single silo solution for ECM, BPM, CRM, Records Management, and dynamic content processing and capture. The CRM module will be a thing of the past, and a dedicated customer focused section of workFile built (not on top of Records management functionality not seen as a separate module).

In essence, ECM, BPM, CRM etc will become modules of the past, superseded by a new way of looking at how we work as individuals, teams and as an organisation, and also how your organisation communicates and engages with its customers…All of these elements seen as one…

So how do we achieve this with the new version of workFile Vision?

Through state awareness, user empowerment and adaption. The concept here is to ensure true state awareness between the user, the customer, the content and the process. BY process, I don’t mean a rigid path, which work must follow, rather a process guide, which is highly adaptive to the content needs, the needs of the customer and the needs of the user.

In addition, the singular UI and underlying capabilities of workFile – to allow real team working on items of work, makes life a lot easier for the agent to collaborate and process their work. This may not sound like anything that new, but it supports newer ways of working. We have a vision that people will work more as teams on individual pieces of work, effectively pulling together on items of work, not in a collaborative fashion but in a real sense of working together. This is a big move away from BPM and Case Management as it is today, with the concept that we work as individuals and move work along at the centre of work / process thinking.

Max J Pucher has a great article on the future of work, in which he talks of users “swarming” to do work. In it he also states that by 2015, 40% or more of an organisations work will be non-routine, which is currently at 25%.  Take the time to read his blog, it is very informative… Have a read of his article, http://isismjpucher.wordpress.com/2010/11/12/the-future-of-work/ )

More than a single silo…

A single silo that supports content, customers, additional records and the process information is the best approach. In addition, interconnectivity and multiple feeds of data will mean not only will users need greater perceptive skills, but their software needs to be able to deliver this to them in an easy to identify and work fashion.

workFile though provides real flexibility in terms of content, status and structured data. This allows the flexibility to teams to create new structured data records on the “fly” and in essence joining them directly to their work (which could be content based, customer based etc.) This may all sound complex, but essentially it is quite simple…Its how we would naturally work without the rigidity of structured processing…(BPM).

Distribution…

Though we are moving to a single silo, this doesn’t mean a centralised solution. On the contrary, we believe that departmental distribution is key to freedom and success. So workFile will support a greater level of distributed processing, with departments being able to create their own content guides, their own process guides, rules etc. But, this doesn’t mean we are allowing duplication. Commonality between departments will be identified and illustrated, and wherever applicable (and suitable) shared between them.

It’s a team approach

Working in “swarms” sounds quite fun, but in essence it means tightly knit teams, working together quickly and efficiently. Traditional BPM presumes we work on pieces of work as individuals, then move it along to the next person. Sure occasionally we will allow “branches” in the processing, or splitting of items of work, but it doesn’t support multiple people working on the same piece of work at the same time. So, with this in mind, Vision 2.0 will support a more team approach to working, and will ditch the rigidity of its traditional BPM platform, which was used for defining how users work.

Social Media

While social media is taking off, organisations either see this as some wonderful marketing tool or as something they need to get control of. However, social activities and social media sites, conversations etc are becoming increasingly part of a team’s working day. These conversations and interactions aren’t carried out at a set time, they aren’t structured in their content and don’t form strong ties between you as an organisation and your customers. In addition, they are often disjointed, with an organisation not being able to tie social media engagement with a customer, to a customer record for example.

So the trick is to ensure interactions can be processed by the right people, that the right people provide good information, and that Social Media is seen as a form of engagement and conversation, not just free marketing. In addition, the content generated from these interactions allow a flexible way of working, after all, the customer may send requests that don’t follow a strict pattern, and as such, the user must be able to facilitate these requests flexibly. This content should also be recorded and brought into the solution, so that other team members have all the information they need to help….

workFile will become a lot more social, interacting with typical social media websites, and allowing users the freedom to interact in an expected fashion.

Flexibility, adaption and yet accountable

Organisations and management want to have full control, however, if they do, things become too rigid, too centralised and ultimately inflexible. So, the solution is to trust our workers, to empower them and let them do their jobs. Sure we need to ensure quality, service level agreements etc. but this can be done through guidelines and empowering users. Accountability will always still be there, with solutions recording all interactions and use. But the point is, the user has the power to process the work how they wish (to an extent obviously, certain rules have to be in place for compliance).

The big winners of Vision 2.0

So who is workFile Vision to be aimed at? Well the big winners at first will be SMEs, simply because workFile is used mainly by organisations that fall into the SME category (with the odd exception). The new version will be able to drive the cost of IT and these types of solutions down for SMEs…

However, larger organisations can easily benefit from this new way of thinking and working. If anything, while SMEs will see benefits due to a smaller investment, larger organisations will not only share in this benefit, but will also see dramatic increases in productivity and efficiency. All of this with the reduction in administration and licensing costs…..See, we didn’t call it Vision for nothing.

Finally, a change in name…

Finally, the workFile ECM & BPM platform name will be no more. Though Vision is the product suite, both the terms ECM and BPM will be replaced from the workFile company name. Why? Simply because workFile will offer a lot more, and it deserves a new description of what it delivers…The marketing people can think of something I am sure….

Collaboration in your business?

After doing my usual scouting around blogs and discussions, I noticed that there are quite a few people not grasping what Collaboration is, and more to the point wondering who would take responsibility, or be a business sponsor if you like, of collaboration within an organisation…

So what is Collaboration?

Well let’s not get caught up in too many definitions here. Basically Collaboration is a way of working together to achieve a similar (or the same) goal, be it individuals within a department, departments within an organisation, or organisations with other organisations. For me a big “No No” is thinking of collaboration as a set of “tools” or “workspaces” such as wikis and blogs. I think of Collaboration as a group of many different elements, each element being made up of a particular tool or technology… So let’s work on the basis that Collaboration is a goal and a way of working, which may well utilise many tools and multiple mediums.

How do I understand Collaboration in my organisation?

Like many questions / problems I find it best to break down Collaboration in this sense into smaller chunks or in this case, categories. By understanding each category and what it is, we can soon start to grasp where collaboration occurs currently in an organisation and also start to understand what it can do within an organisation (also – sometimes more importantly – start to assign a business owner to collaboration)

Messaging Collaboration: Think of how messages get sent around your organisation. Typically you will use eMail, but messaging collaboration also includes instant messaging and SMS texting for example. This type of collaboration can lead to some rather bad practices – such as multiple large attachments embedded within emails, massive Cc and BCc lists in an email etc.

Content Collaboration: Think of working in a group to put together and create a word document – say a contract or proposal for example. ECM is a great example of a tool within this type of Collaboration,  allowing multiple people to work on single files, providing annotations, and generating multiple versions, all working to get to the goal of a “Published / released” version

Conversation Collaboration: Think conversations you may have between individuals within an organisation – especially those that are spread geographically across the country or the world. You can also lump into this form of Collaboration certain forms of Social media. Tools within this form of collaboration include micro-blogging, blogging, wikis, instant messaging.

Business Process Collaboration: Think people working together within a business process to complete “work”. In essence, true workflow and BPM is a form of collaboration as it brings people / departments / organisations together to complete the workstream. However, you can also collaborate at singular steps within a process to move the process along or deal with exceptions. BPM can pull in other forms of Collaboration quickly at this point – such as messaging, conversation and content – just to process a piece of work more efficiently.

Collaboration Management: Think sharing calendars and workspaces. This type of collaboration is ensuring people are free to collaborate at a particular time.

Now that you can understand the different components of Collaboration – you can quickly see that your organisation already uses a number of collaboration tools and elements.

Using collaboration more effectively

This is where tools for that are good for a particular form of collaboration help. Obviously collaboration goes on every second of every day within your business in some form or another. The trick is to make collaboration on a particular piece of work / topic easier to occur and manage. This means you need a good and clear strategy on how you wish to use collaboration within your organisation, more importantly where do you see collaboration taking place and how does it take place. Once you have done this your business can start to identify tools that are easy to integrate into other areas of your business – so pick an instant messaging tool that potentially can be added to your BPM software. Far too often organisations end up with a multitude of collaboration tools, many of which do the same job and are costing the organisation a fair few pounds and pennies in licensing…

 Identifying a singular business owner as such is tough. I think it is better to identify as many business owners as possible and bring them together in a “steering” type group. After all, with Collaboration your business professionals must collaborate with your IT professionals to ensure Collaboration is a success…(oohh the irony…)

Virtualisation, it’s not a cloud

In the world of IT we often come across confusion, especially when you are from a “business” perspective. Often this confusion is brought about by IT professionals and blogging, mixing what is technology with a business concept / way in which to implement IT technology. I see this time and time again when people are talking about cloud computing, with the technology being mixed up with or as the business concept that is cloud computing.

Virtualisation is the big thing that always gets associated with the cloud or as the same thing. This is a prime example of a technology being confused with a business solution / concept / way of implementing IT.

The lines of difference…

It can get confusing and downright cloudy when talking about technology and concepts of how to implement technology. However, these are very different things, and if we can make a clear distinction between the two, it is far easier to talk to the business about the benefits of a “concept” or a technology.

The key in making clear distinctions between technology and implementation is down to IT professionals. At the end of the day, business does not need to know the nitty gritty, rather they need to know the business benefits that a solution will bring them.

Virtualisation – a technology

I hate saying something is a “technology” but it does make things easier to explain. Virtualisation is a technology that allows “IT” to get more out of hardware resources. How it does this, really isn’t of great concern to a business, only the fact that it does it (why have IT professionals in your business if you want to understand all the IT yourself?). Basically though, Virtualisation allows your hardware to become more than just one server. (Please I am being very basic in my explanation I know). So, lets take a single server (physical hardware) and allow it to become 3 for example. So in your company you used to have 3 servers all running different solutions on them etc. But now, with Virtualisation you have 3 servers all running on one physical box (doesn’t matter if one server run Windows, another UNIX etc). I am not going into any more detail than that, as that’s all that is required in this type of post…

Cloud Computing – A way of working

Cloud computing is not a technology; rather it is a way in which we can use technology to decrease IT overheads (cost wise in theory).  Cloud computing is essentially letting someone else (outsourcing) provide you with the hardware and infrastructure required to run aspects of your IT. You then connect to that IT over the internet. Simple explanation I know, but I like to keep things simple. Cloud Computing is therefore a business model that companies can adopt…

So why does Virtualisation get confused with or as Cloud Computing? Well I am sure it is because Virtualisation is used by cloud providers in order for them to maximise their own IT infrastructure. Bloggers often confuse things by talking about Virtualisation in great length in their posts about the benefits of using the cloud. There is also one other reason why Virtualisation gets confused with the cloud, and that’s due to “perspective”…

Perspective of your IT

We love to use diagrams to illustrate how something works, and IT infrastructure is no different. As a business person, you could get a little confused between Virtualisation and the Cloud because of diagrams and some less than helpful statements by us in IT.

If you choose to use Virtualisation in house, you may well see the odd diagrams popping up that represent a cluster of servers (on your own system) as a “cloud” especially if you are using virtualisation. This shouldn’t be the case, often the “cloud” is reserved for the internet (hence the cloud computing term), however I have seen such diagrams as it is hard to represent a “virtualised” server environment. In addition, people often see Virtualisation as a way of implementing an internal “cloud” computing environment, or Virtualisation as an internal cloud solution. This isn’t right, and IT should correct this rather than encouraging this thinking. I have seen many blog posts even on “Private Clouds..” but there is no such thing as a private cloud. Remember the cloud is the “internet”…Why is it overlooked or encouraged? Well the “cloud” has a lot of buzz about it at the moment, simple as that. Its far easier to get people talking about an internal cloud or getting people to a blog titled “Private cloud” compared to “Virtualisation of your network…”

Virtualisation – not just for the cloud

So hopefully, from a business point of view, we understand the difference between “cloud” and “virtualisation”. If so, you can see why virtualisation isn’t something only used by the cloud, rather it is a technology that many businesses can take advantage of to help maximise IT hardware use. It therefore comes with a host of benefits for an organisation, some of which include:

1. Reducing administration cost
2. Reducing hardware cost
3. Reducing electricity bills

I am a strong believer that we will see virtualisation use grow within businesses, no matter what their thoughts are on “cloud computing”. I also believe that Virtualisation will help many cloud computing providers – however, do I see us all switching over to cloud based solutions…..NO….But that’s a different post.

ECM access on my phone?

There is a lot being made of ECM and the ways in which users interact with content stored in an ECM repository. There is a real belief that more of us will choose to access ECM content via a multitude of devices, the most obvious being my mobile phone.

With smart phones, such as the iPhone, Windows 6.5 mobiles and now the Google’s Nexus, the real question I find myself asking is “will I really want to access content on my phone?” For many the answer will be “NO”, and for many others the answer will be a very loud “YES”. So what are the real benefits and issues, without getting bogged down in technical jargon…?

ECM on my phone…

Most of us like to be as flexible as possible when it comes to doing work. By this I mean, if I am on the train, instead of wasting my time (maybe sleeping?)  I can get on with some work. With your phone you can check and send some emails, respond to meeting requests etc and in many cases get quite a bit of work done before you are even in the office. The same flexibility is required when we may not be in the office for a while. Obviously my device of choice will be a laptop; however, the flexibility to be without my laptop and use my phone is something that will appeal to many of us… Because of this, being able to connect and work in a “flexible” fashion is very important to individuals and businesses as a whole.

Will my phone interact with our ECM solution?

Basically “Yes”. Most phones these days now come with a web browser (all smart phones do), and if your ECM solution can provide a browser based front end, then interacting with your ECM system isn’t technically very hard. The issue you may well face is using the device itself to navigate around the web pages and download / view the content you want. For me, this is a basic way of allowing content to be shown on a mobile phone. Most of the issues faced then are based around the device itself and what you can realistically achieve on it…

Do I have to use a browser on my phone?

Again the answer is “No”. Using a browser gives us the simplest way of interacting with content on our ECM system; it’s also probably one of the cheapest. However it isn’t the best solution for such a small device, it does make certain features “fiddly” to use, think;

a)      Searching

b)      Checking in / out a file (if you would do such a thing)

c)       Reviewing properties

d)      Reviewing an audit log / history

e)      Tracking in a Case Management / BPM system

This is because you will need to use a lot of clicks and zooming in and out using the browser etc.

The best solution is to provide mobile based applications that can interact with your ECM solution.

ECM mobile applications

If we realistically want to work and interact with our ECM platform, and for that matter, Case Management / BPM solutions, then mobile based applications is the way forward. With the power of smart phones ever increasing, having dedicated applications on your mobile phone isn’t a problem. With mobile applications comes greater flexibility as each application will be specifically designed to be accessed via devices with limited real-estate in terms of space on the screen. This makes using the applications far simpler and easier, which means we are ultimately more likely to want to access our ECM systems via our mobile device.

As we start 2010 it is obvious that ECM solutions need to provide many more ways for users to interact with them. This doesn’t mean a generic web environment / interface, rather a multitude of applications and interfaces that are dedicated to interact with your repository from a particular device.  The trick for providers is providing a single “architecture” for access, which serves all of the different applications that may interact with your ECM repository…

Integration is Key (ECM / BPM / Social media)

For many years I have waved the banner for single application experiences for end users. If you can deliver a single application that allows the end user to carry out all their work, gain access to all the files they require, interact with many other LOB applications (without knowing it), just think what a positive impact that would have on any organisation. Think how better informed that user will be, how much improved their decision making will be, how much customer services will be improved along with customer satisfaction, and also, think how much of a gain that organisation will make in efficiency, productivity and ultimately profitability…

Integration has long been the key to this ideal, and ECM and BPM often show how this can work, integrating with key LOB applications.

Problems…

The problem is that people want everything to integrate without putting any effort in. This means that organisations spend a lot of money in getting applications to integrate with other companies applications and software. While this can be great for the customer (if you have the same selection of applications and software) it isn’t always practicle. Throw into the mix different operating systems, different versions of software and the daddy of all, different business requirements from that integration….All of a sudden you see how muddy the water can get and just how complicated system integrations can be, and why that single application experience is so hard to achieve…

Progress

With the bright invention of XML has come a whole host of ways of integrating applications. It has provided the bridge between old COM and COBRA components, interopability between application components, and most importantly, delivered us XML Web Services and Service Orientated Architectures (SOA).

I love XML Web Services and the capabilities these alone can open up to organisations. If applications deliver good APIs through web services, then integration is made so much easier, be it integration “out of the box” with connectors, or more efficiently through actual developers and professional services.

Is Social Media leading the way here?

Yes…There you go, a nice short answer. Basically Social Media is leveraging web services (especially RESTful services) to allow integration between web sites / applications. Take the recent joining of forces of LinkedIn with Twitter. LinkedIn can now pull in your “tweets” and have these shown as status updates within your LinkedIn profile. Now think back to a business environment and you can see how using one application therefore effects data / content on another application / area of the business. This type of seamless integration is what adds real efficiency gains across an enterprise.

One Degree of Separation

When I founded One Degree Consulting, one of my main aims for the consultancy was to be able to provide consultancy services and solutions that delivered a single degree of separation between the end user, the data / content, and the functions they required to do their job. This may sound a little idealistic, but it can be achieved and should be the goal of business decision makers in all organisations. To be blunt, to achieve this, application integration is key and should be at the forefront of any decision making when it comes to IT based projects and solutions.

If Social Media sites hadn’t have seen how powerful joining forces could be and had maintained a closed API that couldn’t easily be integrated, then the whole point of Social media and sharing may well have been lost….Businesses, take a leaf out of their book, think integration for everything…Its key….

Silverlight EPOS?

Now this maybe a little left field, but I have been talking to some EPOS people who have been asking if we can expect EPOS systems delivered in Silverlight. Funny enough, I have also seen people searching my own blog on this subject…

So what is the chances? To my knowledge there isn’t anyone attempting this, and there are a number of reasons why not. I have to say the chances of getting a Silverlight EPOS system are at best, very slim.

Why not?

Many EPOS systems (especially the entry level solutions) are built to work and run a physical till (cash draw and receipt printer). EPOS systems are often a single install, with your back office staff basically having the same software installed that will drive your front office point of sale terminal (till). To drive a POS terminal, the software has to interact with drivers that are actually installed on the physical machine.

Silverlight in essence is a web based technology, and as such cannot interact with drivers etc on the host PC. This is purely due to security. If you are not technical and reading this, just think, if a website could easily take control of programs and drivers on your PC, what sort of damage could a malicious hacker / developer do?

Wait, don’t get turned off just yet…

Though Silverlight couldn’t be used to drive a POS terminal, .NET applications built using WPF could, and these look and feel just like Silverlight applications. I know this means a client installation (which Silverlight avoids) however, on the POS you have to have a number of drivers and applications installed in any case.

Don’t think though that you have to use traditional thick client applications for your back office staff. Though most EPOS systems use the same software for front and back office (especially smaller solutions) it doesn’t mean this has to be the case. A division of my own company, workFile EPOS, delivers a thick client POS application, written in .NET, but back office users use the system delivered through a browser (thin client), removing any requirements for installations in the back office or indeed (if required) machines at home for home use.

EPOS systems that split front and back office functions can easily provide more flexibility, in terms of both user experiences administration flexibility. At workFile EPOS we have been looking to replace a number of web pages with pages using Silverlight to deliver a richer experience. The thin client sales agent is a prime example, delivering a “sales” interface without the need to drive a till or any hardware.

Silverlight EPOS is go…

In conclusion, yeap you can have a Silverlight EPOS solution. The chances of you seeing one shortly though are slim, and there is no chance of you using Silverlight to deliver a POS terminal. Also think that many EPOS systems were written many many moons ago and still don’t really take advantage of thin client technology or in some cases newer versions of Windows (I have seen many that still run on DOS!)

But, all this being said, some EPOS providers out there, like workFile EPOS, have the potential to use Silverlight to deliver EPOS back office functions, which bring together all the benefits of EPOS with those of rich end user experiences. If the demand is out there, no doubt Silverlight will be used for back office EPOS systems and WPF for the POS terminal experience. We shall see…