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Postcard from Monterey 2 #CISmcc

Postcard from Monterey 2 #CISmcc

Second Day Reflections from CIS Monterey.

Follow along on Twitter at #CISmcc (for the Monterey Conference Centre).

At CIS 2013 in Napa a year ago, several of us sensed a critical shift in focus amongst the identerati - from identity to attributes. OIX launched the Attributes Exchange Network (AXN) architecture, important commentators like Andrew Nash were saying, 'hey, attributes are more interesting than identity', and my own #CISnapa talk went so far as to argue we should forget about identity altogether. There was a change in the air, but still, it was all pretty theoretical.

Twelve months on, and the Attributes push has become entirely practical. If there was a Word Cloud for the NSTIC session, my hunch is that "attributes" would dominate over "identity". Several live NSTIC pilots are all about the Attributes.

ID.me is a new company started by US military veterans, with the aim of improving access for the veterans community to discounted goods and services and other entitlements. Founders Matt Thompson and Blake Hall are not identerati -- they're entirely focused on improving online access for their constituents to a big and growing range of retailers and services, and offer a choice of credentials for proving veterans bona fides. It's central to the ID.me model that users reveal as little as possible about their personal identities, while having their veterans' status and entitlements established securely and privately.

Another NSTIC pilot Relying Party is the financial service sector infrastructure provider Broadridge. Adrian Chernoff, VP for Digital Strategy, gave a compelling account of the need to change business models to take maximum advantage of digital identity. Broadridge recently annoucned a JV with Pitney Bowes called Inlet, which will enable the secure sharing of discrete and validated attributes - like name, address and social security number - in an NSTIC compliant architecture.

Mind bending

Yesterday I said in my CISmcc diary that I hoped to change my mind at #CISmcc about something, and half way through Day 2, I was delighted it was already happening. I've got a new attitude about NSTIC.

Over the past six months, I had come to fear http://www.nist.gov/nstic/">NSTIC had lost its way. It's hard to judge totally accurately when lurking on the webcast from Sydney (at 4:00am) but the last plenary seemed pedestrian to me. And I'm afraid to say that some NSTIC committees have got a little testy. But today's NSTIC session here was a turning point. Not only are there a number or truly exciting pilots showing real progress, but Jeremy Grant has credible plans for improving accountability and momentum, and the new technology lead Paul Grassi is thinking outside the box and speaking out of school. The whole program seems fresh all over again.

In a packed presentation, Grassi impressed me enormously on a number of points:

  • Firstly, he advocates a pragmatic NSTIC-focused extension of the old US government Authentication Guide NIST SP 800-63. Rather than a formal revision, a companion document might be most realistic. Along the way, Grassi really nailed an issue which we identity professionals need to talk about more: language. He said that there are words in 800-63 that are "never used anywhere else in systems development". No wonder it's still "hard to implement identity" (in Grassi's words)!
    [Incidentally I chatted some more with Andrew Hughes about language; he is passionate about terms, and highlights in particular that our term "Relying Party" is a terrible distraction for Service Providers whose reason-for-being has nothing at all do wo with "relying" on anyone!]
  • Secondly, Paul Grassi wants to "get very aggressive on attributes", including emphasis on practical measurement (since that's really what NIST is all about). I don't think I need to say anything more about that than Bravo!
  • And thirdly (though he said a lot more) Grassi even asked "What if we got rid of LOAs?!". This kind of iconoclastic thinking is overdue, and was presented as part of a push to revamp the way government's orthodox thinking on Identity Assurance is translated to the business world. Grassi and Grant don't say LOAs can or should be abandoned by government, but they do see that shoving the rounded business concepts of identity into government's square hole has not done anyone much credit.

Just one small part of NSTIC annoyed me today: the persistent idea that federation hubs are inherently simpler than one-to-one authentication. They showed the following classic sort of 'before and after' shots, where it seems self-evident that a hub (here the Federal Cloud Credential Exchange FCCX) reduces complexity. The reality is that multilateral brokered arrangements between RPs and IdPs are far more complex than simple bilateral direct contracts. And moreover, the new forms of agreements are novel and untested in real world business. The time and cost and unpredictability of working out these new arrangements is not properly accounted for and has often been fatal to identity federations.

 
 

The dog barks and this time the caravan turns around

One of the top talking points at #CISmcc has of course been FIDO. The FIDO Alliance goes from strength to strength; we heard they have over 130 members now (remember it started with four or five less than 18 months ago). On Saturday afternoon there was a packed-out FIDO show case with six vendors showing real FIDO-ready products. And today there was a three hour deep dive into the two flagship FIDO protocols UAF (which enables better sharing of strong authentication signals such that passwords may be eliminated) to and U2F (which standardises and strengthens Two Factor Authentication).

FIDO's marketing messages are improving all the time, thanks to a special focus on strategic marketing which was given its own working group. In particular, the Alliance is steadily clarifying the distinction between identity and authentication, and sticking adamantly to the latter. In other words, FIDO is really all about the attributes. FIDO leaves identity as a problem to be addressed further up the stack, and dedicates itself to strengthening the authentication signal sent from end-point devices to servers.

The protocol tutorials were excellent, going into detail about how "Attestation Certificates" are used to convey the qualities and attributes of authentication hardware (such as device model, biometric modality, security certifications, elapsed time since last user verification etc) thus enabling nice fine-grained policy enforcement on the RP side. To my mind, UAF and U2F show how nature intended PKI to have been used all along!

Some confusion remains as to why FIDO has two protocols. I heard some quiet calls for UAF and U2F to converge, yet that would seem to put the elegance of U2F at risk. And it's noteworthy that U2F is being taken beyond the original one time password 2FA, with at least one biometric vendor at the showcase claiming to use it instead of the heavier UAF.

Surprising use cases

Finally, today brought more fresh use cases from cohorts of users we socially privileged identity engineers for the most part rarely think about. Another NSTIC pilot partner is AARP, a membership organization providing "information, advocacy and service" to older people, retirees and other special needs groups. AARP's Jim Barnett gave a compelling presentation on the need to extend from the classic "free" business models of Internet services, to new economically sustainable approaches that properly protect personal information. Barnett stressed that "free" Has been great and 'we wouldn't be where we are today without it' but it's just not going to work for health records for example. And identity is central to that.

There's so much more I could report if I had time. But I need to get some sleep before another packed day. All this changing my mind is exhausting.

Cheers again from Monterey.

New C-Suite Digital Safety, Privacy & Cybersecurity Security Zero Trust Chief Customer Officer Chief Information Officer Chief Information Security Officer Chief Privacy Officer

Postcard from Monterey #CISmcc

Postcard from Monterey #CISmcc

First Day Reflections from CIS Monterey.

Follow along on Twitter at #CISmcc (for the Monterey Conference Centre).

The Cloud Identity Summit really is the top event on the identity calendar. The calibre of the speakers, the relevance and currency of the material, the depth and breadth of the cohort, and the international spread are all unsurpassed. It's been great to meet old cyber-friends in "XYZ Space" at last -- like Emma Lindley from the UK and Lance Peterman. And to catch up with such talented folks like Steffen Sorensen from New Zealand once again.

A day or two before, Ian Glazer of Salesforce asked in a tweet what we were expecting to get out of CIS. And I replied that I hoped to change my mind about something. It's unnerving to have your understanding and assumptions challenged by the best in the field ... OK, sometimes it's outright embarrassing ... but that's what these events are all about. A very wise lawyer said to me once, around 1999 at the dawn of e-commerce, that he had changed his mind about authentication a few times up to that point, and that he fully expected to change his mind again and again.

I spent most of Saturday in Open Identity Foundation workshops. OIDF chair Don Thibeau enthusiastically stressed two new(ish) initiatives: Mobile Connect in conjunction with the mobile carrier trade association GSM Association @GSMA, and HIE Connect for the health sector. For the uninitiated, HIE means Health Information Exchange, namely a hub for sharing structured e-health records among hospitals, doctors, pharmacists, labs, e-health records services, allied health providers, insurers, drug & device companies, researchers and carers; for the initiated, we know there is some language somewhere in which the letters H.I.E. stand for "Not My Lifetime".

But seriously, one of the best (and pleasantly surprising) things about HIE Connect as the OIDF folks tell it, is the way its leaders unflinchingly take for granted the importance of privacy in the exchange of patient health records. Because honestly, privacy is not a given in e-health. There are champions on the new frontiers like genomics that actually say privacy may not be in the interests of the patients (or more's the point, the genomics businesses). And too many engineers in my opinion still struggle with privacy as something they can effect. So it's great -- and believe me, really not obvious -- to hear the HIE Connects folks -- including Debbie Bucci from the US Dept of Health and Human Services, and Justin Richer of Mitre and MIT -- dealing with it head-on. There is a compelling fit for the OAUTH and OIDC protocols here, with their ability to manage discrete pieces of information about users (patients) and to permission them all separately. Having said that, Don and I agree that e-health records permissioning and consent is one of the great UI/UX challenges of our time.

Justin also highlighted that the RESTful patterns emerging for fine-grained permissions management in healthcare are not confined to healthcare. Debbie added that the ability to query rare events without undoing privacy is also going to be a core defining challenge in the Internet of Things.

MyPOV: We may well see tremendous use cases for the fruits of HIE Exchange before they're adopted in healthcare!

In the afternoon, we heard from Canadian and British projects that have been working with the Open Identity Exchange (OIX) program now for a few years each.

Emma Lindley presented the work they've done in the UK Identity Assurance Program (IDAP) with social security entitlements recipients. These are not always the first types of users we think of for sophisticated IDAM functions, but in Britain, local councils see enormous efficiency dividends from speeding up the issuance of eg disabled parking permits, not to mention reducing imposters, which cost money and lead to so much resentment of the well deserved. Emma said one Attributes Exchange beta project reduced the time taken to get a 'Blue Badge' permit from 10 days to 10 minutes. She went on to describe the new "Digital Sources of Trust" initiative which promises to reconnect under-banked and under-documented sections of society with mainstream financial services. Emma told me the much-abused word "transformational" really does apply here.

MyPOV: The Digital Divide is an important issue for me, and I love to see leading edge IDAM technologies and business processes being used to do something about it -- and relatively quickly.

Then Andre Boysen of SecureKey led a discussion of the Canadian identity ecosystem, which he said has stabilised nicely around four players: Federal Government, Provincial Govt, Banks and Carriers. Lots of operations and infrastructure precedents from the payments industry have carried over.
Andre calls the smart driver license of British Columbia the convergence of "street identity and digital identity".

MyPOV: That's great news - and yet comparable jurisdictions like Australia and the USA still struggle to join governments and banks and carriers in an effective identity synthesis without creating great privacy and commercial anxieties. All three cultures are similarly allergic to identity cards, but only in Canada have they managed to supplement drivers licenses with digital identities with relatively high community acceptance. In nearly a decade, Australia has been at a standstill in its national understanding of smartcards and privacy.

For mine, the CIS Quote of the Day came from Scott Rice of the Open ID Foundation. We all know the stark problem in our industry of the under-representation of Relying Parties in the grand federated identity projects. IdPs and carriers so dominate IDAM. Scott asked us to imagine a situation where "The auto industry was driven by steel makers". Governments wouldn't put up with that for long.

Can someone give us the figures? I wonder if Identity and Access Management is already more economically ore important than cars?!

Cheers from Monterey, Day 1.

Future of Work Marketing Transformation Matrix Commerce New C-Suite Next-Generation Customer Experience Tech Optimization Digital Safety, Privacy & Cybersecurity Security Zero Trust Chief Executive Officer Chief People Officer Chief Information Officer Chief Marketing Officer Chief Digital Officer Chief Information Security Officer Chief Privacy Officer

Oracle Adds LinkedIn Support To Their Social Publishing Platform

Oracle Adds LinkedIn Support To Their Social Publishing Platform

This past week at Oracle's Marketing Cloud Interact 2014 conference they announced the addition of LinkedIn as one of the destinations that their Social Relationship Management (SRM) platform can publish articles to. The Oracle Social Marketing Cloud Service (OSMCS) enables marketing professionals to create, publish and monitor content across multiple web sites from a single location. The new LinkedIn capability expands the existing Facebook, Twitter, Google+ and Youtube destinations.  



MyPOV: As the number of social media and social networking sites increases, marketing professionals have an increasingly difficult time making sure their content reaches the correct audience via all the right channels. LinkedIn Company and Showcase pages are an important destination for brands, so at a time where LinkedIn is removing access to their API from almost all partners, this new feature is an excellent addition for Oracle customers.



Collaborative Marketing Campaigns

Since it's inception, Oracle Social Network (OSN) has always been focused on integration with Oracle's core business applications such as CRM, ERP, HR, etc. While engaging with customers and prospects happens outside an organizations firewall, it's important than employees be able to collaborate internally as they plan and track their marketing efforts. Constellation Research expects to see Oracle showcase deep integration between OSN and the various Oracle Marketing Cloud products (Eloqua, Responsys, BlueKai, etc.) later this year at Oracle OpenWorld.



 

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Event Report - CeridianINSIGHTS 2014 - Ceridian innovates and adds key functionality

Event Report - CeridianINSIGHTS 2014 - Ceridian innovates and adds key functionality

We had the opportunity to attend Ceridian’s yearly user conference CeridianINSIGHTS in Las Vegas July 13th to 16th. It was a record conference for Ceridian with over 800 customers and 1500 attendees. And as always with all vendors, it was good to see interest, engagement and energy of the Ceridian customer base. With many of these customers still using older Ceridian products, it was remarkable to see how interested attendees were in learning more about DayForce, the new go to product.
 

And here are my top 3 takeaways from the event




  • Ceridian delivers – It is always good to see when vendors deliver. When Ceridian laid down its ambitious product roadmap back at their analyst event in Boston in March of this year – many colleagues (and myself, too) were worried if the company could deliver. To give credit to the product team, they indeed did – there was a lot of innovation – a new user interface, performance management and a document solution to name some key ones. 

The new Ceridian User Interface (UI)
  • The new user interface is certainly the most impactful. As all new user interfaces (UI) it is built in HTML5 – and with that struggles with information density. This becomes especially noticeable given the extreme richness of the previous Dayforce UI, which was built on Microsoft Silverlight. But Ceridian starts with Employee Self Service (ESS) and there information density it less of a concern. To give Ceridian credit, given Dayforce’s Workforce Management (WFM) roots, the new UI has a calendar and is ready for time entry. These are done well, but it remains to be seen how Ceridian can address more functional richer user interface requirements for Manager Self Service (MSS) and for professional users, like HR managers who work with the Dayforce product day in and day out. It is only fair to note that this is not a Ceridian specific challenge, but an overall HTML5 challenge the enterprise software industry struggles with. 
     

    My biggest concern around the user interface is that it may not be enough forward looking. Ideally vendors don’t want users to go through user interface revisions more often than every 3-4 years. For that the interface needs to ‘work’ but also have enough elements to not make it look ‘stale’ in a year or so. To be fair to Ceridian, the new user interface paradigm keeps known elements (like the top menu bar), which will help user adoption. Difficult tradeoffs but I’d like to see vendors in general err on the side of future. And Ceridian is not fully done with the user interaction – so will be good to see how the user interface evolves. Finally – the user interface was one of Ceridian’s biggest weak spots as mentioned earlier, so credit goes for addressing this right on.

    The Performance Management module is done well and competitive from the start. Multidimensional goals are nicely presented and intuitive to be used. With the existing (and remarkably popular Recruiting) module, Ceridian now has the key Talent Management pieces in play, and a roadmap till 2016 to build out the less important other Talent Management functionalities) (read more here).

    The new Documents functionality addresses one of the challenges that HR departments (and enterprises) have – the appropriate storage and sharing of personal employee documents. I’d say a lot of HR professionals are travelling home from Las Vegas with a good solution to a key problem in their department and enterprise. 
The new Ceridian BI / Dashboarding Product


  • Ceridian does the hard stuff – What became clear to me at the conference is that Ceridian is one of the few vendors that do all the ‘hard’ stuff. And with that I mean Payroll and Workforce Management. These functional areas by themselves are challenging to build, but they get much harder due to ever changing legal and statutory changes. Add labor laws and union contracts to the picture and things are very complex, or hard. With that Ceridian provides a lot of peace of mind to its users, but needs to articulate more how the mastering of the hard topics helps enterprises to become more effective and competitive. Ceridian could answer questions like how a shift composition affects product or service quality and with that customer satisfaction. Or dynamically change shifts based on better customer fit in customer facing teams. Or many of the scenarios I have described earlier here and here on what could be done with the paycheck. 

The Global Roadmap

  • Global Focus – It is good to see that Ceridian keeps pushing the global aspect of modern HCM solutions, as our research shows, globalization is a trend that only gets stronger. Making sure the people aspect of a globalization strategy is taken care of is key. And while the people aspect always mattes in any strategy execution – it is vital in terms of speed to action for a globalization strategy. Today Ceridian can pay in over 60 countries – beyond the traditional markets in Canada, USA and UK. It is step wise bringing these localizations in the Dayforce user interface, making visibility and access easier. Currently Ceridian has about half a dozen countries visible in Dayforce – moving to a teenage number in 2015. 



MyPOV

It is good to see how well Ceridian delivers to the roadmap it has published. It is key in order to overcome traditional Ceridian delivery issues under previous regimes – and to build the trust in the customer base that the rest of the (long) roadmap – till 2016 – will be delivered in time. Enterprise software is the business of trust and vendors earn that by delivering working software at the communicated dates.

Overall I would like to see Ceridian be more aggressive in both messaging / vision and technology strategy. Innovations like the new Documents module are valuable and powerful – but are again more operational (like Payroll and Workforce Management) than strategic, moving the needle for the enterprise using Ceridian. On the technology side the company makes solid, but conservative decisions. I mentioned the new User Interface earlier, the same approach is also seen in the area of Business Intelligence, which is a valuable, but implemented in a traditional (or conservative) technology approach. To be fair – both examples are first steps, a lot can follow and you can rest assured we will be watching closely.

In the meantime the Ceridian product offering is attractive for any enterprise looking for an integrated HCM system comprising HR Core, Payroll, Workforce Management and key Talent Management functionalities. With the addition of ACA needed automation and the existing LifeWorks product and the 
global capabilities – Ceridian is certainly a vendor to consider in buying decisions.


Also on Ceridian


  • First Take - Ceridian INSIGHTS Day 1 Keynote - Top 3 Takeaways - read here
  • Progress Report - Ceridian makes a lot of progress - but the road(map) is long - read here
  • Ceridian transforming itself and with that the game – read here

And unrelated to Ceridian - but how important payroll can be for HCM innovation:


  • Could the paycheck reinvent HCM - yes it can - read here
  • And suddenly... payroll matters again - read here

And more on Recruiting
  • Musings - How Technology Innovation fuels Recruiting and disrupts the Laggards - read here
  • Musings - What is the future of recruiting? Read here
  • HRTech 2014 takeaways - Read here.
  • Why all the attention to recruiting? Read here.

 

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Retrospective - 2012 SuperNova Award Winner - ARI using SAP HANA

Retrospective - 2012 SuperNova Award Winner - ARI using SAP HANA

We are taking a look at previous SuperNova winners, in advance of the 2014 SuperNova competition. The SuperNova awards are unique in the industry as they focus on how leaders and their teams overcame the odds and resistance to implement modern technologies in their respective enterprises. 


What is remarkable in my view is, that under the leadership of then SVP & CIO Stephen Haindl adopted the SAP HANA database very early - at a point when there were less than 100 customers using HANA. And implementing technology early is one thing, using it to transform the way how business is done is the key. And the team at ARI did that, by providing insights to executives on a faster, scalable way. E.g. reports that would take over 24 hours to run and would even often time out - are now available in minutes. If you want to read more about ARI using HANA - you can find the award post here.

Know an innovative technology adoption story? 

If you know an innovative uptake of technology - feel free to nominate it here. We look forward to the 2014 SuperNova nominations.

And more on overall SAP strategy

  • Event Report - SapphireNow - SAP finds its (unique) path to the cloud - read here
  • First Take - Sapphire 2014 Day 1 Keynote - Top 3 takeaways - read here
  • What I would like SAP to address this Sapphire - read here
  • News Analysis - SAP becomes more about applications - again - read here
  • Market Move - SAP acquires Fieldglass - off to the contingent workforce - early move or reaction? Read here.
  • SAP's startup program keep rolling – read here.
  • Why SAP acquired KXEN? Getting serious about Analytics – read here.
  • SAP steamlines organization further – the Danes are leaving – read here.
  • Reading between the lines… SAP Q2 Earnings – cloudy with potential structural changes – read here.
  • SAP wants to be a technology company, really – read here
  • Why SAP acquired hybris software – read here.
  • SAP gets serious about the cloud – organizationally – read here.
  • Taking stock – what SAP answered and it didn’t answer this Sapphire [2013] – read here.
  • Act III & Final Day – A tale of two conference – Sapphire & SuiteWorld13 – read here.
  • The middle day – 2 keynotes and press releases – Sapphire & SuiteWorld – read here.
  • A tale of 2 keynotes and press releases – Sapphire & SuiteWorld – read here.
  • What I would like SAP to address this Sapphire – read here.
  • Why 3rd party maintenance is key to SAP’s and Oracle’s success – read here.
  • Why SAP acquired Camillion – read here.
  • Why SAP acquired SmartOps – read here.
  • Next in your mall – SAP and Oracle? Read here.

 

And more about SAP technology:

  • News Analysis - SAP moves Ariba Spend Visibility to HANA - Interesting first step in a long journey - read here
  • Launch Report - When BW 7.4 meets HANA it is like 2 + 2 = 5 - but is 5 enough - read here
  • Event Report - BI 2014 and HANA 2014 takeaways - it is all about HANA and Lumira - but is that enough? Read here.
  • News Analysis – SAP slices and dices into more Cloud, and of course more HANA – read here.
  • SAP gets serious about open source and courts developers – about time – read here.
  • My top 3 takeaways from the SAP TechEd keynote – read here.
  • SAP discovers elasticity for HANA – kind of – read here.
  • Can HANA Cloud be elastic? Tough – read here.
  • SAP’s Cloud plans get more cloudy – read here.
  • HANA Enterprise Cloud helps SAP discover the cloud (benefits) – read here.

 

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Act-On’s New Platform Capabilities Give Marketers More Flexibility, Power, Control and Enhanced Usability

Act-On’s New Platform Capabilities Give Marketers More Flexibility, Power, Control and Enhanced Usability

Act-on Software provides marketing automation for small and mid-sized businesses. Their latest platform enhancements are designed to empower marketers to customize individual user experiences as well as reports for marketers based on unique business processes. Act-On focused its product innovations on feature sets they found to be most vital to its customers’ needs, i.e., simplifying the user experience through customization capabilities, while making the system more intuitive with personalization and dynamic reporting.  This means that marketers can have more flexibility and while still having control.

When I talk to clients, more and more of them are adopting marketing automation. The new features Act-on is providing are based on customer influence as well as market needs. This is because is Act-On paying close attention to the “whole customer experience” to ensure that Act-on’s clients realize the business success from marketing automation and remain delighted throughout the customer lifecycle.

Act-on’s New Marketing Automation Capabilities Include:

  • Funnel Reports - Marketers can better define the stages of their marketing and sales processes and measure the results of their efforts through those stages. Unlike static, traditional reports that provide results for a given period of time, Act-On’s Funnel Reports take continuous snapshots of information in order to measure the overall flow and velocity of leads, track prospects through important conversion points, and compare results across different time periods. These reports can utilize data from multiple sources, including the Act-On Marketing Automation Platform (MAP), CRM systems and other external sources of data.
  • Customizable UI & Dashboard - The new dashboard enables users to better manage their marketing assets by organizing them into groups, selecting favorites, and quickly accessing most needed items. They can also configure their dashboards into an instrument panel that gives them an immediate view of their favorite campaigns or performance reports.
  • Responsive Design Content Management Editor - Act-On’s new content editor allows marketers to create content that is both responsive and adaptive, rendering properly on any device type. The drag-and-drop editor enables marketers to create attractive campaigns without needing to know HTML or CSS (cascading style sheets).
  • New Integration Architecture with Expanded Integrations - A new integration layer provides native integration with all major CRMs, including MS Dynamics, Sugar, NetSuite and SalesForce.com. These high performance integrations give users the flexibility to switch CRM systems without losing any marketing automation functionality.
  • Google Chrome plug – Act-On also adds a new Google Chrome plug-in to its growing list of email connectors, enabling users to send email through their corporate email systems like Gmail, Google Apps, and Microsoft Outlook, while using Act-On’s email design templates, personalization and message tracking.

Some Thoughts from Act-on Clients

We’ve been working with Act-On because it’s the most user-friendly, easiest to implement, and fastest to start up of the marketing automation platforms we’ve used,” said Brandon Larocque, Managing Partner at Access Marketing Company.  “With Act-On Funnel Reports, our agency now has the ability to create a view into the most important output of our marketing automation service — customer movement through the funnel from top to bottom. The new reporting feature unifies marketing performance data from Act-On and our CRM, and allows us to show our clients how marketing is contributing to their bottom line.”

The Act-On Funnel Reports have opened up a whole new avenue of measurement and analysis,” said John Stalnaker, Marketing Manager at Extensis. “The new reports provide incredible insight into our various marketing channels. We know which channels produce the most leads, opportunities, and revenue — it’s a great alternative to ‘last touch’ campaign tracking that we report through CRM. Because Act-On is our marketing database of record, only Act-On knows all the channels a prospect touches. I can’t get this kind of report out of CRM alone.”

So if you are a small to midsize business, the importance of automating your marketing has never been more important than ever. And what’s great is that marketing automation, which was once only available to larger enterprises is now available to smaller companies. With the ability to scale marketing activities, small companies have the opportunity of a lifetime to grow very quickly, like never before.  And that’s the way I see it.

@drnatalie

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How to Make the Case for the Digital CXO Webinar

How to Make the Case for the Digital CXO Webinar

r wang headshotConstellation is pleased to announce the webinar, How to Make the Case for the Digital CXO. Designed to supplement The Case for the Chief Digital Officer report, attendees will learn the digital CXO trends from R "Ray" Wang and will learn how to justify the digital CXO to their organizations.

Disruption is inevitable. The Chief Digital Officer (CDO) is the executive that will lead companies through the current era of digital disruption. Join R "Ray" Wang to learn how to make the case for the CDO or digital CXO. 

When: August 13, 2014 10:00a.m. PT / 1:00 p.m. ET

Speaker: R "Ray" Wang

In this webinar:

  • Common CDO responsibilities
  • How to tailor the CDO role to your organization's unique needs
  • How to effectively make the case for the CDO
  • Live Q&A with R "Ray" Wang

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The “Desktop” Of The Future

The “Desktop” Of The Future

1

In talking with a business acquaintance recently, a question came up about the future of desktop search:  what happens when the desktop is no longer the interface of choice for business professionals?  It’s a great question, and one I clearly have a vested interest in given X1’s status as the leading desktop search engine.  The reality is that today’s workers access their information from a variety of interfaces across many devices.  What we need to do is think of the desktop less in a literal sense and more in terms of being a user interface for information.

Since the dawn of the PC, the desktop has been the user interface for most business professionals to access information and do their jobs.  The future of that desktop no longer lies in accessing it on a PC, or even a laptop or mobile device.  Given the speed of innovation, it is useless to try and forecast what the “desktop” will look like beyond a five-year timeframe.  Already, there are stories emerging about the desktop being built into things like tabletop coffee tables.  It is absolutely fun and inspiring to see developments like this and to know we are making forward progress in the tech world.  At the same time, we need to make sure that information – which will be stored in a variety of locations, too – is accessible to the business professional no matter what the desktop looks like in the future.

That is why X1’s Search 8, Virtual Edition is so exciting.  The flagship product, Search 8, represents years of experience providing a beloved user interface to a business profession’s most critical information – email, files, SharePoint, etc.  When the product first came out nearly a decade ago, most of that information was stored locally.  Thus, a local index could live on the desktop and X1 could provide fast-as-you-type search results and filtering on that local index.  Given the evolution of the desktop and the variety of devices accessing that desktop, a local index is not always a possibility.  That’s where Search 8, Virtual Edition comes in.  The client interface is decoupled from the index, which can live anywhere (typically off on a server farm).

VDI image

This allows IT teams that have invested in desktop virtualization (VDI) to turn off Windows indexing (necessary to save virtual resources) and still provide business professionals the ability to find their information.  Desktop virtualization enables many of the things that businesses value highly – especially security and mobility – and comes in its own variety of flavors.  VDI can be either on-premise and through the Cloud, as Desktop-as-a-service (DaaS).  Increasingly, DaaS offerings such as Amazon Workspaces are becoming more enterprise ready and promise to deliver desktops in a “whenever, wherever” fashion (and, as I’ve posted about before, a good search experience will be crucial to getting the most out of DaaS).

That Search 8, Virtual Edition helps enable and optimal experience with desktop virtualization and DaaS is a great thing, but the value does not stop there.  The same concept – allowing the index to be decoupled from the client interface – will enable great search experiences for mobile, which is the next big stomping ground for enterprise IT.  And, X1 is the only search vendor providing this capability.  We know that the concept of the desktop could live anywhere.  And, our customers want to be able to use X1 Search 8 even if they are unable to have a local index on their machine or device.

The term “desktop search” is already out there and meaningful to many people, so it’s not about changing what we call this market.  Rather, it’s about changing the mindset – realizing that the desktop is not just the screen on your PC, but rather the gateway to all of your important information needed to do your job.

 

 


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Personal Log: Upgrade Time! Inside The New Software Insider Blog V4

Personal Log: Upgrade Time! Inside The New Software Insider Blog V4

Unveiling The New Software Insider Blog

As many of you know, the old blog was just old.  Dubbed as “The Ugliest Tech Blog In The World”, I hoped that good content would make up for the lack of design sense, functionality, and well, very old WordPress template (See Figure 1).   The good news, most of you just took the RSS feed, retweeted the links, and avoided telling me how dated the site was.  I did find out who my real friends were when they pulled me aside to say, “Ray, it’s time for a blog refresh!” Your real friends are the ones who tell you the unvarnished truth, especially in passive aggressive Silicon Valley.

Figure 1. The Software Insider Blog From July 13th, 2014

The Old Blog

Blog Refreshes Provide Opportunities To Refresh The Brand Promise

In building the new blog, I took a step back to think about  the design challenges and opportunities.  It had been quite some time since I had looked at the blog.  At first, the goal was to modernize the experience.  After looking at over 100 other influencer sites, I realized that I had to answer a few questions on my own:

  • How would I not only keep my brand promise but also improve on it?
  • How could I improve the overall visitor experience?
  • How do you simplify content delivery. Could I filter and present massive amounts of content in a pleasing way?
  • What were the top visited content of visitors? Were there any key patterns? How could I improve the experience?
  • What new visual techniques and technologies should I adopt?

The result was a new blog that addressed the design challenges in a unique manner (See Figure 2).

Figure 2. The New Software Insider V4 Blog

Sofware Insider V4

Keeping The Brand Promise In A Digital World

Form does follow function in the new blog.  Here are design elements used to address the challenges of the previous blog

Flickr slide show

This captures the latest images from the Flickr stream. It’s tagged and the first 20 images rotate through as well as a few billboards that can be added.  The rich images reinforce the brand of extreme engagement, unique events, global coverage, and breathtaking experiences.

Flickr Slide Show

Curated tabs

The goal was to take the top content requested and make it easy to access. The top categories searched included Posts, MyPOV (Twitter Stream), Trending, Monday’s Musings, News Analysis, Event Reports, and Disrupting Digital.  Those were quickly made into tabs that visitors could quickly filter against.

Filter Tabs

Content tiles

The tiles visually present information and enable social actions.  While they take a bit longer to load, the tiles bring the content to life.  This does require better images with each post, but tiles with images tend to receive four times more click through.
Content Tiles

Featured reports

Featured reports drive interest in the overall coverage areas of Constellation Research. The reports also reflect important content viewers may want to go deep into.

Featured Reports

Rotating quotes

The quotes highlight key sound bites over the years.  They also provide an easy place to reference quotes that are often “stolen” without attribution.  This is a common occurrence in the valley.

Rotating Quotes

Responsive design and mobile

The site traditionally sucked on mobile.   Now with a responsive design, the design point should go from the smallest iPhone to the largest screens.

Responsive Design

Disqus implementation

While comments have gone down in general in all blogs, I felt it was important to standardize on a commenting platform that would make it convenient for power commentators.  I truly value the dialog in the comments of my most loyal visitors.

Disqus

Videos page

With over 50 paid keynotes and speaking engagements a year, visitors often sough videos or interviews.  The dedicated video page addresses the need to cover this important medium.

Videos

Ideas page

Arguably the heart of the blog, the ideas bring together the concepts that drive my research.  The objective was to distill the top ideas and concepts in each of the key business themes.

Ideas

Bottom Line: Take The Time To Refresh Your Blog Often, Don’t Wait Too Long

When you start your own company and attempt to write a business book, there’s really no time to sit back and think.  Yet, the blog is so critical to your personal brand.  A refresh to the blog should reflect the design point for a refresh on your personal brand.  Neglecting the blog for over five years is two years too long.  As I enter a new chapter in my journey of life, I hope this blog reflects the refreshed brand.  While I haven’t lost business, I have learned to improve how often I update my blog as it will improve business in general.

More importantly, I want to thank you, the visitors and readers for all your loyal support over the past fourteen years.  You’ve put up with the design despite the content. I hope now the design matches the quality of the content and the personal brand.

Your POV.

What do you think of the new blog? Anything else you’d improve?  Thanks in advance for your feedback. Add your comments to the blog or reach me via email: R (at) ConstellationR (dot) com or R (at) SoftwareInsider (dot) org.

Please let us know if you need help with your Digital Business transformation efforts. Here’s how we can assist:

  • Developing your digital business strategy
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  • Demystifying software licensing

Reprints

Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact Sales .

Disclosure

Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the Constellation Research website.

* Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.

Copyright © 2001 -2014 R Wang and Insider Associates, LLC All rights reserved.
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The post Personal Log: Upgrade Time! Inside The New Software Insider Blog V4 appeared first on A Software Insider's Point of View.

 

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First Take - Ceridian INSIGHTS Day 1 Keynote - Top 3 Takeaways

First Take - Ceridian INSIGHTS Day 1 Keynote - Top 3 Takeaways

I had the opportunity to attend the Ceridian INSIGHTS conference in Las Vegas, held at the Bellagio hotel. The conference is seeing record attendance with over 1500 participants. 
 


Overall the keynote showed that Ceridian delivers on what it says it will deliver, in this case we had the insight into the product plans from the earlier analyst meetings this year – and the team around Ossip delivered what they previewed back then in March. Overall the largest impact for Dayforce customers will be the new Employee Self Service user interfaces, which looks modern and easy to use. 

Ceridian new ESS User Interface
Screenshot from keynote.

Here are my other top takeaways from the Day 1 keynote:

  • Ceridian continues to complete Talent Management - Ceridian keeps completing its Talent Management roadmap with Succession Management being the last member of the Talent Management family coming in 2016. In the meantime I see the offering being pretty competitive with good and solid Recruiting and Performance Management capabilities.
Ceridian Talent Management Roadmap.
Screenshot from keynote.
  • Payroll Innovation - Ceridian does not forget about its roots and one of the few innovations in Payroll has been to move away from large schedules Payroll runs, but to ad hoc, single employee centric payroll runs. These are key both for employees and managers to see work’s direct impact on the take home pay of an employees. Ossip showed that with an employee being scheduled for overtime and then previewing the employee’s paycheck.
Direct Payroll Impact of possible, planned overtime.
Screenshot from keynote.
  • Document Management – One of the dirty little secrets of day to day HR practice is that there are way too many documents with personal employee information – outside of the systems of record. And with that they are in most cases not stored, handled and accessed with the latest PII regulations. Seeing a HCM vendor like Ceridian taking care of it – with the HCM system being the system of record anyway for who can and should have access to employee information – is a very good innovative step in the industry. 

MyPOV

A very good start of the Ceridian INSIGHTS 2014 user conference. Customers and prospects are excited about the vision on one integrated HR core, Payroll, Talent Management and Workforce Management system. 

Now it is time to learn more in depth about the views of customers and prospects and to feel the pulse from the ecosystem. Stay tuned.

Also on Ceridian

  • Progress Report - Ceridian makes a lot of progress - but the road(map) is long - read here
  • Ceridian transforming itself and with that the game – read here

And unrelated to Ceridian - but how important payroll can be for HCM innovation:

  • Could the paycheck reinvent HCM - yes it can - read here
  • And suddenly... payroll matters again - read here
And more on Recruiting
  • Musings - How Technology Innovation fuels Recruiting and disrupts the Laggards - read here
  • Musings - What is the future of recruiting? Read here
  • HRTech 2014 takeaways - Read here.
  • Why all the attention to recruiting? Read here.

 

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