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JotSpot Google Deal – Who Wins, Why it’s Big:First Thoughts

A few weeks ago the “wikirati” was having dinner with the Enterprise Irregulars in San Francisco, on occasion of the Office 2.0 Conference. Our gracious sponsor was Atlassian’s Mike Cannon-Brookes, and JotSpot’s Joe Kraus showed up, too. Missing from the photo is Socialtext’s Ross Mayfield, who was there for the first part, a briefing for Forrester‘s Charlene Li, but left before dinner. (Hm, did Joe eat Ross’s dinner?smile_tongue )

(photo credit: Dan Farber)

I heard a rumor that one of us in the group had likely gotten a few million dollars richer – and it wasn’t me smile_sad… but Joe Kraus, having sold Jot$pot to Google. The source was credible but of course we had already heard about a Yahoo acquisition, then eBay .. so who knows, after all.

I found the timing ironic, just having come back from a Google briefing where they announced Google Docs & Spreadsheets, which left me largely unimpressed. This is what they were missing, I thought.

Today we know it’s a fact: JotSpot is part of Google. After the quick post, here are my first thoughts around who wins, and what it may mean from a user prospective.

Who Wins:

  • Joe, Graham and team for obviou$ rea$ons.
  • Google, for now they have all the pieces for a small business collaboration suite, if they are smart enough to get rid of the junk and integrate the good pieces together – something they have not done before. I’ll talk about this more a few paragraphs below.
  • Some paying JotSpot customers: Jot has had a funny pricing model, where you can start free, but if you exceed a page limit (10?) you have to upgrade. Most users probably don’t realize that because in Jot everything is a page (i.e. add an event to the Calendar, it’s a new page), 10 pages are essentially nothing, if you wanted to do anything but testing, you’d have to upgrade – until now, that is. From now on paying customers will enjoy their current level of service for free.
  • Competitors: JotSpot’s market direction has never been entirely clear; they focused on consumers and small businesses, but were present on the enterprise market, too. I think it’s fair to assume that they are out of the enterprise market at least for a while, leaving only Atlassian and Socialtext as the two serious players.

Who Loses:

  • Some JotSpot customers who’d rather pay but have their data at a company whose business model is charging for services than enjoy free service by Google whose primary business model is to know everything about you. Clearly there will be some migration from JotSpot to other wiki platforms. Update: the competition isn’t sleeping, see migration offers by Socialtext and Atlassian.
  • Me, for having half-written a post about the merits of pure wikis, Office suites and hybrids, which I can scrap now.

Who Needs to Move:

  • Some of the Office 2.0 Suites, including my friends at Zoho. This may be a surprising conclusion, but bear with me for a while, it will all be clear.

So far the balance is good, we have more winners than loserssmile_regular – now let’s look at what Google should do with JotSpot.

They have (almost) all the right pieces/features fragmented in different products, some of them overlapping though. They should kill off the weak ones and integrate the best – a gargantuan task for Google that so far hasn’t pulled off anything similar. Here’s just some of what I mean:

Google Docs & Spreadsheets:
One of the reasons I found the announcement underwhelming was that there really wasn’t a lot of innovation: two apps (Writely and Google Spreadsheets) put together in a uniform look and a file management system. It’s this very file management system that I found weak: how on earth can I work online and manage a jungle of thousands of documents in a flat, alphabetical list? JotSpot may just be the right solution.

Google Groups:
It’s rare for a mature product to go back to beta, but when Google recently did it, it was for good reason: the Groups which so far has been just a group email mechanism, became a mini community/collaborative platform, offering functionality found in collaborative editors like Writely, Zoho Writers, page cross-linking a’la wikis, file management..etc, combining all this with group email and the ability to share with a predefined group. I seriously considered it a major step forward, likely attracting previously “email-only” users to the native web-interface – and we all know why Google loves that.

JotSpot, the “hybrid” wiki:
This will be the somewhat controversial part. First of all, JotSpot is an attractive, easy-to-use wiki, and I believe that’s the value Google should keep.

Second, they’ve been playing around with the concept of being an application platform, which just never took off. The “applications” available in JotSpot are all in-house developed, despite their expectations the world has not come to develop apps on their platform. (Will this change in Google’s hands?). In JotSpot 2.0 they integrated some of the previously existing applications into user-friendly page types: Calendar, Spreadsheet, Photo ..etc, along with regular (text) wiki pages. This is what I considered Jot’s weak part. Just because a page looks like an application, it does not mean it really is:

  • Try to import an Excel spreadsheet into a Jot Spreadsheet page, you’ll get a warning that it does not import formulas. Well, I’m sorry, but what else is there in a spreadsheet but formulas? The previous name, Tracker was fair: it’s a table where you track lists, but not a spreadsheet.
  • Look at a Calendar page: it does not have any functionality. You cannot do group schedules, can’t even differentiate between personal and group events. It’s just a table that looks like a Calendar – reminding me the “electronic” calendars of corporate executives in the 90’s: the Word template that your secretary maintained for you and printed daily…

I guess it’s clear that I am unhappy with Jot’s “application” functionality, but I like it as a wiki. In this respect I tend to agree with Socialtext’s Ross Mayfield, who believes in best-of-breed (whether that’s Socialtext is another question…). Best-of-breed of everything, be it a wiki or other productivity tools. I’ve also stated that my ‘dream setup’ for corporate collaboration: is a wiki with an integrated Office 2.0 Suite. Why?
Other than its collaborative features, a wiki is a map of our logical thinking process: the cross-linked pages provide structure and narrative to our documents, one could think of it as a textual / visual extension of a directory system, resolving the problem of the flat listing of online files that represent fragments of our knowledge. Of course I am not implying that a wiki is just a fancy directory system… au contraire, the wiki is the primary work and collaboration platform, from which users occasionally invoke point applications for number crunching, presentation..etc.

Now Google has it all: they should kill the crap, and combine the JotSpot wiki, their own Office apps ( a good opportunity to dump the lousy Docs & Spreadsheets name), Calendar, Gmail, the Group email from Google Groups and have the Rolls -Royce of small business collaboration.
(Update: Dan Farber over at ZDNet is pondering the same: Is JotSpot the new foundation for Google Office?)

By now it’s probably obvious what I meant by Zoho having to make their move soon: they either need to come up with their own wiki, or team up with a wiki company. Best-of-breed is a great concept and enterprise customers can pick and match their tools on their own. For the SMB market it makes sense to be able to offer a hosted,integrated Wiki/Office solution though. So far Zoho is ahead of Google in Office 2.0, if they want to maintain that leadership, they will need a wiki one way or another.

Of course I could be way off in my speculation and Google may just have bought the team.. either way, congratulations to Joe, Graham and the JotSpot team. thumbs_up

Related posts:

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WiReddit

I’m busy writing up a JotSpot / Google piece, but since I am in the habit of coming up with silly post-acquisition names, how is this: Wireddit (WiReddit?).

Cond

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Office 2.0: Additional Awards

OK, unlike the real Awards, these are not “official” and in the lighter category. The “Awards” go to… (drumroll):

  • Kevin Warnock, CEO of gOffice for the most honest statement of all: “I warmly recommend everybody to use our competitors’ products, they are fare better than mine“. Kevin concluded his presentation by saying he wasn’t quite sure what to do with his company, and invited any advice …
    Oh, and how could I forget: for offering the gOffice domain to Google for free.
  • Sridhar Vembu, CEO of Zoho/Advantnet, for coining the most origical term when the presenters experienced lousy connections: “office.slow
  • Ivaylo Lenkov, CEO of SiteKreator, for giving all participants a free Business Account (now, I wonder if it is the 450 who actually were there, or the 4,600 who voted? If the latter, I understand why the site is down for now …)
  • Mike Cannon-Brookes, CEO of Atlassian, for hosting the Enterprise Irregulars + a few analysts + his competitors to a private dinner and not using the opportunity to pitch his business
  • Michael McDerment, CEO of FreshBooks, for letting the cat out of the bag.
  • [your nomination here] – really. please recommend more “candidates” and I’ll post them here.

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Office 2.0 Awards

Live from the Office 2.0 Conference, where the winners of the audience votes are just being announced:

Best Ofice 2.0 Suite:  Joyent

Best of Show:  EchoSign

Best Demo:

#1 Vyew ;    #2 Wufoo;  #3 Koral

Congratulations to the winners – and all other presenters!

Update (10/13) Unfortunately there was some trouble with the voting.

 

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One is More than Six: Zoho Suite Single Sign-on

A few months ago I declared the Zoho Suite complete with the addition of Zoho Show  to the already existing Zoho Write and Zoho Sheet.  The Zoho team did not slow down, they kept on pumping out new products at an amazing speed – at this point there are 11 Zoho branded products accessible from their main portal, and I know of a few more in the pipeline.  

The company’s strategy has been for most of this year to focus on developing the individual products, and the next step will be to tighten the integration between them.  That said, the individual products work together pretty well, as they demonstrated at the Office 2.0 Under the Radar event, presenting a seamless flow and real-time data updates between a spreadsheet, database, document and presentation.

A hot item on users wish-list was the creation of a single sign-on: if it’s really a Suite, why do I have to log into the individual products separately?  In fact some of these products required a username, others the full email address to log in.  Not anymore: as of today, users of Zoho’s Writer, Sheet, Show, Planner, Creator & Chat will only have to sign in once, and can seamlessly surf between all these products.  If so far you’ve been using the same email address to sign in, you’re just fine, otherwise you may want to read the consolidation details here.

As for integration, I believe we’ll see more next week at the Office 2.0 Conference, where Zoho presents at the One Day in the Life of an Office 2.0 Worker session.   Will you be there?

 

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Sleeper Blog Awakening: Burnham’s Beat

A long-forgotten, dormant blog came back to life today: Burnham’s Beat.   Bill Burnham explains his long silence: it was due to his lawyers’ advice while setting up his new hedge fund, Inductive Capital.  He’s back online and plans to blog on.

Burnham’s Beat was one of my early picks as a favorite blog: Bill did not post every day, but quite regularly on software, startup, VC subjects, and whenever he did, it was worth reading. Here are a few of his “golden oldies”, in no particular order:

For the Love of God People, Enterprise Software Is Not Dead

Software’s Top 10 2005 Trends: #3 Software As A Service

Is Open Source Becoming Over-Sourced?

Honey I Bought The Wrong Company!

Conflicts and Cash: Industry Analysts and Start-ups

Cash Rich vs. Cash Poor VCs

When to Catch A Falling Knife 

Deal Flow Is Dead, Long Live Thesis Driven Investing

 

Back when Burnham’s Beat was still alive there was a good conversation on Dead  Blogs  Walking, the essence of which was:

So I say this to these bloggers, treat your blog like a startup – don’t let your labor of love become labor of lame. Update more frequently or shut it down completely.”

The return of Burnham’s Beat proves the above wrong.  I could easily list several other blogs, that for some reason or other are dormant: 

  • Mayfield VC  Allen Morgan’s Ten Commandments, in fact his entire blog should be mandatory reading for startup Founders, but it’s been in radio silence since January 2006.
  • Joe Kraus’s It’s a great time to be an entrepreneur has become a classic with 167 comments and 107 trackbacks, and is being quoted at numerous panel discussions – yet his last post was more than a year ago.

The list could go on … are these dead blogs?  Who knows…  I’m not about to “delete” them. The key is to use a feed reader that has the capability of displaying only the blogs with new posts. You can have hundreds of dormant blogs in your opml, they don’t waste space, don’t consume resources, won’t clobber yor screen.  The are sleepers.  Some of them will wake up, and when they do, they are worth reading again.

 

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Jumpcut Jumps to Yahoo

Wow, this was a fast JUMP to $.  

Three months ago at the second Techdirt Greenhouse event  I had a lot of fun co-moderating the Media discussion with Keith Teare.  Prior to the discussion we saw a 5-minute presentation by JumpCut’s  Byron Dumbrill, and I definitely wasn’t the only one who felt blown away.   As much as I am a fan of “moving to the Cloud“, I thought the last applications to stay on the PC are photo and especially video processing, due to the resource requirements.   Most of us there were amazed to see how much video-editing 3-month-old Jumpcut could do all online…

Fast forward (pun intended) 3 months, and see Jumpcut being  acquired buy Yahoo.

Congratulations to the Jumpcut Team!

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Walflop

Wallop: Too late, too little.   Check out OM’s poll:

 

  • Its years too late (27%)
  • Just in time to save us from MySpace (13%)
  • Stop the Social Network madness (60%)

Thank you for voting! Total votes cast: 45

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WebEx Connect to Compete with AppExchange

WebEx has traditionally been known for its Web-conferencing, but it clearly aims to be more: they just announced their own   “AppExchange” labeled WebEx Connect: a collaborative platform to combine WebEx’s own strengths in web-conferencing, IM, document sharing  …etc. with applications from their ecosystem partners, which initially include BMC, Business Objects, Genius, MindJet, NetSuite, SoonR, SugarCRM and Zoho.

Clearly, the partner-list is not (yet) comparable to the AppExchange, but this is really a pre-launch announcement, largely aimed at soliciting more ISV’s – by the time of the anticipated availability at Q1 2007 there should be a lively ecosystem around WebEx Connect as the collaboration and workflow engine. 

Talk about engine, it’s based on technology from Cordys, a BPM/SOA platform company founded by none other but Jan Baan whose ERP company gave SAP a run for their money in the 90’s, especially in manufacturing.  Business Process, Workflow expertise from Baan + Collaboration from WebEx = sounds like a promising marriage to me.

Why WebEx?   There is a simple answer… actually there are 2 million answers – that is the number of WebEx’s current user base, becoming available to partner ISV’s.   That’s about 4 times Salesforce.com’s reach.

It’s probably a low-risk speculation that we’ll see more of these “ecosystems” emerge, as  application companies strive to reposition themselves as platforms.   Eventually AppExchange won’t become *the* platform and neither will Webex Connect – they will be one of several platforms, with ISV’s supporting several of them, collaborating here, competing there.   Back-scratching some, back-stabbing some

If you’d like to know more, the best chance to meet most of the above mentioned companies is at the Office 2.0 Conference.

 

Update: Related posts below.

 

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The Crush Goes On: Much Ado About Nothing

TechCrunch crushed TechCrush, reports Stowe Boyd.  But wait: Mike “TechCrunch” Arrington says it’s just a friendly conversation. TechCrush themselves report all is clear

Oh, well… back to business. Crunch on .. or crush on?

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