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VMWare – My Missed Fortune?

Oh, this hurts. I’m looking at the skyrocketing VMware chart, close to doubling today’s IPO price. Somewhat reminds me of when I wouldn’t touch the Google IPO at the “already high” $85 IPO pricesmile_sad.

But VMWare is my big blunder in another way… back in January 2001, fresh out of the SAP world I was solicited for a Management position in the then 120-person startup. Being the application guy, I did not get excited in this virtualization thingie. Ouch… was that my fortune I will never have?

Oh, well, it’s nothing compared to Guy Kawasaki supposedly turning down the Yahoo CEO position in the early days… OK, I’m just renting, for real info, read: Between the Lines, The Register, Epicenter, PC World , Reuters, Paul Kedrosky,

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Enterprise 3.0: Where Is It Headed? – Interesting Panel with the Wrong Title

I’m not a big fan of the whole 2.0 /3.0 theme, but I have to accept the fact that Web 2.0 and related concepts have become commonplace, everyday terms that today we’re taking for granted. Enterprise 2.0, on the other hand is far more debated. Definitions range from loosely saying “Web 2.0 tools in the Enterprise” through Harvard Prof Andrew McAfee’s “Use of emergent social software platforms within companies, or between companies and their partners or customers” to MR Rangaswami’s much broader synergy of a new set of technologies , development models and delivery methods that are used to develop business software and deliver it to users.” Then we have a set of attempts to simply “get to the point”, without long academic debate, like lightweight software, or Meet Charlie, a simple yet effective slideshow that personalizes the story.

One thing there is agreement about is that there is no agreement – in terms of a definition, that is… but that does not prevent us from attending conferences like Enterprise 2.0 or Office 2.0, and more importantly, businesses from embracing Enterprise 2.0 to varying degrees. It is happening, whether we have a “final” definition or not.

However, I really don’t think we’re ready for Enterprise 3.0 – not now, not ever. There are quite a few articles on the subject, but they all come from the same author, Sramana Mitra (except for two old ZDNet articles quoting Shai Agassi and JP Rangaswami). Sramana has certainly “cornered” the market – except there really is no “market” if she’s the only one using the term. Her definition: Enterprise 3.0 = SaaS + EE. What’s EE? Extended Enterprise:

The modern enterprise is no longer one, monolithic organization. Customers, Partners, Suppliers, Outsourcers, Distributors, Resellers, … all kinds of entities extend and expand the boundaries of the enterprise, and make “collaboration” and “sharing” important.

Let’s take some examples. The Salesforce needs to share leads with distributors and resellers. The Product Design team needs to share CAD files with parts suppliers. Customers and Vendors need to share workspace often. Consultants, Contractors, Outsourcers often need to seamlessly participate in the workflow of a project, share files, upload information. All this, across a secure, seamlessly authenticated system.

Sounds familiar? Of course, back in the 90’s this is what we called (Extended) Supply Chain. I’m not sure we need to create another label just yet. But if and when something is so significant that it deserves a new name, let’s get a bit more creative … I’m with fellow Enterprise Irregular Thomas Otter, who humorously ranted:

  • The car isn’t called horse 2.0.
  • The lightbulb isn’t called candle 2.0
  • Fax (Facsimile) isn’t called letter 2.0

If we are so innovative in the 21st century, the least we can do is to think of some new terms that inspire. Think ROBOT, Television, Velcro, Radio, even scuba (Self-Contained Underwater-Breathing Apparatus) … If this stuff is really that innovative then it deserves a proper word.

Back to Sramana and “Enterprise 3.0”: next week she will be moderating a panel discussion of the MIT Club of Northern California, with the ambitious title: Enterprise 3.0: Where Is It Headed?. Excerpt from the event description:

Collaboration, wikis, blogs and social networking are new tools igniting the enterprise market. Service based models are emerging as alternates to desktop software and enterprise servers. In March 2007, Cisco acquired WebEx for $3.2 billion, stepping in with a splash in the enterprise collaboration space. Meanwhile, Google has assembled a whole suite of word processing, presentation, and spreadsheet tools and just acquired Postini, an email management company. Microsoft has been adding collaboration and knowledge management capabilities to its Windows Platform and just announced plans to offer Web-based versions of its applications. Then, there are exciting startups that are offering alternatives.

This panel will explore the impact of Web 2.0 on the prosumer i.e. the individual user in the enterprise and the evolution and integration of office tools, communication and collaboration technologies.

Sounds vintage Enterprise 2.0, if you ask me.smile_wink That said, I think it’s an exciting subject, and they will certainly have a first-rate panel:

  • Tom Cole, General Partner, Trinity Ventures
  • Cliff Reeves, GM, Emerging Business Unit Team, Microsoft
  • Jonathan Rochelle, Product Manager, Google Docs and Spreadsheets
  • Sridhar Vembu, Founder, CEO, Zoho / Adventnet last minute change: the event site now lists Tim Harvey, VP Planning, Webex, Cisco Systems instead of Sridhar Vembu.

Whatever we call it, I plan to be there. If you are reading this blog, chances are you’re also interested in these subjects, so if you happen to be in the Bay Area Wednesday evening, perhaps I’ll see you there. Here’s the registration page. (Warning: the form is way too long, asking for way too much information – vintage 1.0 stylesmile_omg)

Additional reading: Open Gardens, Portals and KM, Anne Zelenka, Luis Suarez, the FASTForward Blog, Read/WriteWeb, Chris Pirillo, Fake Steve Jobs smile_tongue , just to name a few…

Update (8/21): as much as I hate this 2.0-3.0 labeling, I like Don Dodge’s new formula: Web 2.0 = web app + 2 founders + 0 revenue

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Google Video: Do I Hear Class Action?

Now you own it – now you don’t. That’s the new Google game. Videos you you “purchased” will no longer play in three days. Reimbursement? Forget it: you get partial and arbitrary credit to spend within 60 days on Google Checkout.

Boing boing is (almost) right to call it the Golden Opportunity for Class Action Lawyers. Why *almost*? Because this ignorant move is so ridiculously stupid, will hurt Google’s image so much that I’m sure someone higher up will wake up and revert it before the lawyers have a chance to file papers.

Update (8/21): Google finally reverted it’s position but what took them a week?

Related posts: TechCrunch, WebProNews, Google Blogoscoped , Googlified, Profy.Com, NewTeeVee , ResourceShelf, Ars Technica, Techliberation.

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Why Google’s Storage Pricing is Not a Rip-off

If you have a Gmail account, check the ever-growing counter at the bottom: it stopped counting. My Google apps accounts are frozen at 2048MB, non-branded gmail accounts at 2886MB. (I was wrong, the counter still runs. Thanks for the correction, Tony ) Which is not to say you can’t get more storage, as we know yesterday Google announced their pricing:

  • 6 GB – $20.00
  • 25 GB – $75.00
  • 100 GB – $250.00
  • 250 GB – $500.00

Some say it’s a rip-off: I tend to disagree… or let’s just say it depends what other Google services will be covered by the “shared storage”.

It’s already more than just Gmail, so it’s not fair to compare it to Yahoo Mail, which offers unlimited storage (who really needs unlimited email?). Besides, productivity-minded hardcore Gmail fans who find Yahoo mail inferior won’t switch just for the sake of free storage. Features count, after all. Talk about which, you do have to pay to get some of features, e.g. POP access on Yahoo Mail – that’s free on Gmail.
The Flickr comparison isn’t fair, either. Granted, if all I want is unlimited photo storage, a Flickr or Zooomr Pro account is a better deal – but Google has more goodies in their bag.

Think of what happens if when Docs and Spreadsheets – or whatever the eventual name will be, when it includes presentations, JotSpot ..etc. – will become all covered by the shared storage package. Now you have a complete productivity suite on the Web. Not counting photos, music and videos, it’s still hard to reach stratospheric storage requirements – but as you use Word, Excel less often, and most of your “new” stuff is in the cloud, you may start wondering if you should have ALL your documents uploaded, searchable, linkable, backed-up – the whole enchilada.

Both Yahoo and Google have a range of services, and very different pricing policies. Comparing storage on its own is misleading: we should look at the overall value we get from a full productivity suite + storage. If Google chooses not to charge for the apps, only storage, it’s not a bad combo, overall you can get more functionality for your $ then with Yahoo. $20 a year ($1.66 a month!) does not seem that much. By the way, you’re likely spending more on Microsoft Office now smile_omg

Related posts: Andy Beal’s Marketing Pilgrim, Search Engine Land, Between the Lines, Computerworld, ParisLemon, Insider Chatter, Google Blogoscoped, Googlified, Mark Evans, Geek Speaker, VentureBeat, Web Strategy, jkOnTheRun, Googling Google, Damien Mulley, Download Squad, Mashable!, mathewingram.com/work.

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Google Storage Price: Fastest Inflation Ever

As I’ve reported before, this morning several Gmail users found their accounts had 9030MB storage, instead of the typical 2.8G. A few hours later Google Blogoscoped and Google Operating System discovered that we can now purchase additonal storage on Google, via this account management screen. Here’s the price scheme they reported (annual prices):

  • 6 GB – $1.00
  • 25 GB – $75.00
  • 100 GB – $250.00
  • 250 GB – $500.00

If you think 6G for $1 per year is too good a deal, you’re right. By the time I tried it, the price for 6G was $20. The $1 price was not a typo though: see Philipp Lenssen’s screenshot and order receipt for the $1 pricing.

From $1 to $20 in minutes – that’s probably a world record in inflation…

Has anyone else grabbed it for $1?

Also see: Mashable!, Infectious Greed, Venturebeat, Official Google Blog, VentureBeat, ParisLemon.

Update: I can’t help but wonder about the timing: is Google trying to rain on Microsoft’s parade? They’ve just announced Windows Live SkyDrive– whith a whopping thumbs_down 500Mb of online storage. 500Mb sure goes a long way .. where’s the upgrade option?

Stories on SkyDrive: Read/WriteWeb, Mashable!, All about Microsoft, Windows Connected, One Microsoft Way , Insider Chatter, Don Dodge, jkOnTheRun, Dare Obasanjo aka Carnage4Life and Geek Speaker , TechCrunch.

Update (8/10): The Gmail storage counter stopped counting / growing. My Google apps accounts are frozen at 2048MB, non-branded gmail accounts at 2886MB. Michael Arrington said it right:

Today Google said they were not going to play that game any more. They effectively took their toys and went home. I never thought I’d see that.

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Gmail Testing (Selling?) More Storage

While most “average” email users are content with Gmai’s 2G storage, others are close to hitting the ceiling – see Paul Kedrosky’s rant on how he’d like to buy more space, but can’t.

This morning a Chris Selland reported seeing 9G – 9030 MB, to be exact. A search on Google and Technorati doesn’t bring up anything – I wonder if he is a randomly picked participant in Google’s early test. If you read this, please check your Gmail account, and comment back if you’re is increased.

Thanks.

Update. This appears to be the real thing – see also comments below. Mashable reports the same. While these appear to be randomly picked accounts and the additional storage simply became available free, Google Operating System talks about a pay-for-storage theme that would be available across several Google services. Ionut quotes these annual prices:

  • 6 GB – $1.00
  • 25 GB – $75.00
  • 100 GB – $250.00
  • 250 GB – $500.00

These options are accessible via the account management page now, however, the $1 for 6G deal appears to be a typo, I’m seeing 6 GB ($20.00 per year); the other prices are correct.

See update on the pricing here.

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Microsoft’s Software plus Service: The Missing Component

Microsoft laid out its web-based strategy at their recent annual meeting with financial analysts. Pressed by first of all Google, but even smaller players like Zoho and ThinkFree, Microsoft announced they will add similar services to their Office products, first of all Word and Excel.

We’re not moving toward a world of thin computing,” said CEO Steve Ballmer, referring to systems in which simple processing takes place on a PC, but more complex processing is moved to a centralized computer through a network connection. “We’re moving toward a world of software plus services.”

A few days later Microsoft’s half-hearted announcement (leak?) about giving away free, ad-supported versions of its baby-office, MS Works 9 sparked speculation if this would in fact turn out to be a Software plus Service offering.

Let me reveal a secret: I’ve been using Microsoft’s “software plus services” for years – long before the term was coined. Microsoft Money, the product I was forced to switch to when my bank abandoned Quicken support 7 years ago is a classic example of software plus services. The client software came with a browser-like UI, smoothly connecting online services into the basics ran on my PC. In fact switching between screens I often did not realize whether I was working offline or online. Isn’t that what “software plus services” is all about?

Money was a latecomer to the personal financial management scene, clearly dominated by Intuit’s Quicken, and in the first few years it got better and better … perhaps Microsoft’s intention was to kill Intuit after they could not buy it. When it didn’t happen, they must have lost interest – the annual Money upgrades brought less and less new features or even bug fixes, and smart users started to skip releases between upgrades. Then trouble started left and right: weird things happened to my accounts beyond my control. Categorization? I’ve long given up on it, most of my downloaded data is associated with junk categories. The real bad part: data changed in existing accounts, very old transactions downloaded again into already reconciled months..etc. This is my bank account, my money we’re talking about! The very data I meticulously took care of while in my possession now got randomly changed. The only way to be really sure I have the right balances was (is) to go and verify them at the individual bank or broker sites.

But none of this compares to the total ignorance Microsoft showed when they “upgraded” Online Banking on the 19th of July. There was no prior warning, or an option to upgrade at a later time when I logged on, I was simply notified that an upgrade *had taken place*, and that I no longer have access to my online accounts until I do a bunch of house-cleaning:

In order to update successfully, you will need to disable the existing online services for some of your accounts, set up those accounts again so that they will use the updated service, and then merge the old and new accounts.

Of course it’s not that simple, first I had to process all pending downloaded transactions, then back-up Money, then proceed with the task above. Oh, and the poison pill: merging accounts. I had the misfortune of doing it at a previous Money upgrade, and merge it didn’t… I ended up with zillions of duplicate entries to be cleaned manually. But I had no choice… I wanted to make a payment, and Microsoft locked me out of my accounts – so I started laboring away, around midnight. This time (unlike many) I was actually lucky: after about two hours, I was all set, the merges worked this time, and I was ready to make the payment – the 2-minute transaction I started 2 hours earlier.

(Update: Telling quote from a Microsoft employee:

This past weekend I got the most horrible and scary warning from Money. Just reading the instructions on how to keep using Money with Online Banking is enough to make this computer professional run screaming from my office. The instructions are 24 freaking pages!!! longer than the manual for the product. I seriously almost went to the “Add / Remove Programs” Control Panel to fix the problem.)

Now, if you’re a regular reader, you’ve probably noticed my anti-Microsoft leaning, and I don’t deny it: we all (well except Mac users) share the frustration of failed updates, the pleasure of patching the patches after Black Tuesdays – what is there to like? But none of that is comparable to a software company ignorantly cutting off their users’ access to their own money, (and I don’t mean *MS Money*smile_omg) and not even feel the need to apologize. It’s the absolute Cardinal Sin. And now this company wants me to put my trust in their services?

I’d much rather trust Wesabe with my money matters – their user groups are lively, full of advice, the CEO himself participates, in fact he is taking user calls 7 days a week. The full truth is, I have not switched yet, as they lack in functionality vs. Money, but I can’t wait….

Back to the title of this post – what’s the component Microsoft does not have to offer Software plus Service? It’s Customer Focus. It’s simply not in their DNA. It will be hard to deliver *Service* when your customers don’t trust you.

Update#2: Omar Shahine, a Microsoft employee responded – it’s worth reading in full, in fact I’ve just suscribed to his blog. I’m just quoting a few excerpts:

I absolutely empathize with this post on Software + Services by Zoli. As a long time user of Microsoft Money, I am this close to outsourcing the software part to Wesabe…

Now, I don’t agree that Microsoft lacks Customer Focus. That’s saying that all 70,000 employees lack customer focus…

I certainly don’t mean to imply that all 70,000 employees lack customer focus. They may all have the best intentions, it’s the end result that counts, the company’s interaction (or lack of) with Customers, and that’s often through products.
Money issue aside, I think it we add up the time spent with bungled patches, rebuilding Outlook profiles..etc, we (computer users) ALL lost days of our lives to Microsoft.
That’s bad enough, but can mostly be attributed to unintentional technical glitches. The Money Online Update was “Crossing the Rubicon”: Somebody in Microsoft had to make a deliberate decision that it was OK to cut off customers access to their financials without first telling them, giving them options, or even apologizing after the fact. That makes the *company* blatantly ignorant – despite the best intentions of those 70K employees.smile_sad


Update #3
: Further evidence of Customer Focus, the Wesabe way. I suppose they did not intend to pile on, but their comments got held for moderation, so they did not see each other’s.

And in perfect timing, here’s an article on Customer service 2.0, the Zoho way. The two stories they link to are worth reading – somewhat similar to what I’ve talked about here. Beliefs are important – but in our materialistic world, there is always the “What’s in it for them?” question. Well, it *pays* to focus on your customers. It may well be Zoho’s key differentiator, why users stick with them, instead of the default Goo-rilla. smile_tongue
It certainly paid another company, Atlassian which grew to over $20M in revenue without a sales force. “Support is Sales for us” – they claim (PDF), and the numbers back them up.

Update (8/8): Wow, interesting timing: Today Microsoft released Microsoft Money Plus, the 2008 version of the Money products. It comes in four editions: editions: Essentials, Deluxe, Premium, and Home & Business. Well, almost. Microsoft offers a nice comparison chart, which neglects to mention a small detail, available only at the footnotes:

* Important note – Microsoft Money Essentials will not be able to open previous Money or Quicken files. If you are upgrading from a previous version of Money or Quicken, Money Plus Deluxe may be the right solution for you.

Not opening Quicken … well, it’s their decision. But not opening data from their very own previous releases? And this is hidden in the small print?

I rest my case.

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How to Import All Your Archive Email Into Gmail

Update (10/24/2007): This post has become unexpectedly popular. After 12K page visits on day one, half a year later it still receives 5-600 visitors every day. However, now that Gmail supports IMAP, it has mostly become obsolete, so I suggest you read my Simplified Guide to Importing All Your Archive Email Into Gmail instead.

This post still has value, mostly in the comments section, where 120 or so readers help out each other on numerous related issues.

The original post:

I finally got sick of all the problems with Outlook, bit the bullet and transferred all my historical email online. Having spent a few days using “native” Gmail (vs. POP to Outlook) I already feel a lot more productive. Ironically I’m writing this on the very day when Yahoo announced unlimited storage – but I’m with Mike on this: message threading, labels and powerful search still make Gmail (the Google Apps flavor) the best choice for me. At least for now – but I keep an eye for the next incarnation of another product – will name it in due course (if you guessed which one, you’re probably right smile_shades).

Migrating to a new email service wouldn’t be complete if you couldn’t move all your old “baggage” with you. Apparently this is a burning problem for many, as a year-old post I wrote on the subject is one of my most popular hits ever. Back then I was still happily (?) POP-ing it down to Outlook, but wanted a fast all-in-one searchable archive, and Gmail was the perfect solution. But none of the solutions were perfect – until now. There are several “gmail-loader” tools on the Net, but some simply don’t work, others change the original sender information to the email account they use for the transfer – pretty bad, IMHO. My simple solution a year ago was using Thunderbird with a redirect extension. You can read the steps to achieve this here. Even this solution wasn’t flawless: gmail listed all historical mail with the date of the transfer – the original date was sill preserved and searchable, you just got the list display messed up. This still appears to be the biggest hurdle users face according to this new discussion on Lifehacker.

The final solution comes from Google themselves: now that they quietly expanded Mail Fetcher to Google Apps accounts, and removed the “non-gmail source” restriction, there is a simple yet perfect two-steps process to get it all done. Gmail Mail Fetcher fixes the date problem, so now in two steps and using two email accounts you can get it all right.

Step 1: Load all your client-based email to a temporary Gmail account either using my Thunderbird procedure, or, for an easier and elegant solution, get hold of an IMAP account. Gmail does not support IMAP, but my old provider, 1and1.com is not a bad choice: 5 email accounts, 2G each with IMAP support $0.99 / month.

In Outlook (or whatever email client) set up an IMAP account according to the instructions from your online provider. Then folder by folder copy all email into the Inbox on the newly created IMAP account. Don’t forget your Sent Mail folder: yes, that goes into the IMAP Inbox, too. Open all your archives and repeat the same process. Don’t worry if it takes a wile: Outlook doesn’t simply copy between local folders, it shoots up all your email to your temporary IMAP server on the web, and you’ll be constrained by your upstream speed (typically lower than downstream). If you have a spare PC, it’s a good idea to use that one.

Step 2: Now that your email is online, make sure POP access is enabled from your temporary account. If this is a gmail account (not IMAP), this is the setting you need:

“Enable POP for all mail (even mail that’s already been downloaded)”

Then in your Gmail target account – the final destination where you want to have all your archive mail – set up Gmail Mail Fetcher to pick up all mail from your temporary account. The dates will magically be fixed!

Here are Google’s instructions on setting up Mail Fetcher. Do NOT check the button for “Leave a copy of retrieved messages on the server” – you do want Mail Fetcher to “eat” them all from the temporary account, in fact that will be one of your indicators that the transfer is finished. Be prepared for a slow process – Gmail will poll your temporary account at 60-90 minute intervals, fetching 200 emails at a time. At Settings > Accounts you can follow the progress, but ignore the “nnn mails remaining” indicator, as it’s totally wrong. When all done, don’t be alarmed that the number of fetched emails is less than what you started with: your email client (and the IMAP server) counted individual emails, while Gmail will group them into thread, and reports the thread count, which could be significantly lower.

Last, but not least a word on labels / categories: if you nicely organized your Outlook archive in folders, Gmail has no way to preserve that structure. The trick here is to do Steps 1 and 2 in iterations, completely transferring one folder at a time. Then you can set a label for all your fetched email to match the original Outlook folder, and keep on changing it folder by folder.

Finally there is the issue of backup: after all we heard of disappearing Gmail… If you trust Gmail, just worried about what may happen to your individual account, there is always the option of setting up a shadow-gmail account which will fetch everything from your primary one. If you want a local archive, “just in case”, either run Outlook to periodically POP your mail down, or I believe Thunderbird has a plugin that allows it to be minimized to the system tray permanently and check the POP server in the background.

Update (3/28): One potential problem I forgot to mention is that all the fetched email becomes “unread”. Hard to believe, but Gmail does not have a “set all read” feature, and while there are some scripts, I’ve read stories of user accounts being suspended for 24 hours for scripting activity. If anyone has an idea how to changed all mail to “read” please comment below, I’ll bring it up here. Thanks.

Update to the update: The solution comes from Jason Brown, and it’s a surprise: Gmail has added a trick, I have no idea when. In Inbox (or wherever the messages are) choose “Select: All” from the list just above the message list. That will select all of the messages that are visible in the list – but here’s the surprise: At the top and bottom of the list where so it used to only say “All 100 conversations on this page are selected”, there is an additional clickable message: “Select all xxxx conversations in Inbox”, which will in fact select *all* the messages in the Inbox. Then choose “Mark as read” from the “More actions…” drop-down list. Job done! You can do this on Inbox, labels, or if you select All Mail, then on the entire account in a single step. Thanks, Jason!

Somewhat related: The Yahoo Mail announcement (unlimited storage) is picking up steam on Techmeme: Google Blogoscoped, PC World: Techlog,Techdirt, Google Operating System, Monkey Bites, CyberNet Technology News, michael parekh on IT, PaulStamatiou.com, Web Strategy, Download Squad, WebProNews, franticindustries, The Webpreneur, Search Engine Land, Liquidmatrix Security Digest, Conversion Rater, larry borsato, Gizmodo, CrunchGear, CenterNetworks and parislemon

Update (4/7): It’s somewhat obvious, but here’s a tip for backing up your archive online: create another (a third, fourth ..etc) Gmail account, configure Mail Fetcher there with your main account as the source, and voila! – you have a second, third..etc backup copy of all your email. I felt the need to spell this out upon reading Using Google Groups To Backup Gmail by The Google Tutor. It’s an interesting concept and nicely written up, but I think it’s built on fundamentally flawed logic:

  • If you’re worried about losing content in your particular gmail account, why not get a second /third backup as I described above? You have the full gmail functionality, which you don’t get with Groups.. What’s the chance of losing all the accounts at the same time? Besides, this method will backup your “Sent” mail, too, which forwarding to Groups can’t help with.
  • On the other hand, if you’re worried about Google in general, then why trust yet-another Google service? Groops is no safer than Gmail in that case.
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24SevenOffice Acquisition Rumors

24SevenOffice, the European SaaS provider of an integrated, All-In-One system for small businesses may be in acquisition talks with a major US vendor. The news went almost unnoticed, partly because it leaked just before Christmas, partly because the company is largely unknown outside a few European countries – not for long if a deal comes through.

I covered 24SevenOffice, a very promising SaaS provider for the SMB (SME) market several times. Their system is modular but integrated with a breath of functionality I simply haven’t seen elsewhere: Accounting, CRM (Contacts, Lead Mgt, SFA), ERP (Supply Chain, Orders, Products, Inventory), Communication, Group Scheduling, HR, Project Management, Publishing, Intranet. Essentially a NetSuite+Communication and Collaboration.

About the only thing I did not like was the lack of availability for US customers – this might change soon. The news release and blog post mentions three names: Salesforce.com, WebEx and Google, but adds a somewhat cloudy remark: “the companies here are only examples of what the rumors have outlined.” It does not explicitly confirm one of these specific companies as the potential buyer. I should also add that while I had in the past been in touch with Management, at this time I have no information whatsoever from the company, so the ideas below are purely my speculation.

Salesforce.com as suitor: A well-integrated All-In-One product would come handy to Salesforce.com which could dramatically expand their customer base this way. However, they’ve gone a long way in the other direction, trying to become a platform and extending their reach via the ecosystem built around the AppExchange. Acquiring 24SevenOffice would be a huge about-face for Marc Benioff, and essentially would mean admitting that archrival Zach Nelson of NetSuite was right all this time about the superiority of the integrated All-In-One approach.

WebEx: Their original market, the web conferencing space is being commoditized, they clearly are looking for more lucrative markets, as evidenced by the recently launched WebEx Connect (their “AppExchange”). I haven’t heard about much activity since the announcement – certainly owning a product like 24SevenOffice (btw., it really should be called 24SevenBusiness) would allow WebEx a powerful entry into the SMB applications market.

Google: No way, you might say. Google and business process / transaction oriented software are lightyears apart – at least today.

Yet unlikely as it sounds the deal would make perfect sense. Google clearly aspires to be a significant player in the enterprise space, and the SMB market is a good stepping stone, in fact more than that, a lucrative market in itself. Bits and pieces in Google’s growing arsenal: Apps for Your Domain, JotSpot, Docs and Sheets …recently there was some speculation that Google might jump into another acquisition (Thinkfree? Zoho?) to be able to offer a more tightly integrated Office. Well, why stop at “Office”, why not go for a complete business solution, offering both the business/transactional system as well as an online office, complemented by a wiki? Such an offering combined with Google’s robust infrastructure could very well be the killer package for the SMB space catapulting Google to the position of dominant small business system provider. Who’d benefit from such a deal? Google, millions of small businesses, and of course 24SevenOffice.

I admit I would feel somewhat sorry for 24SevenOfice though, as I clearly think they could have a shot of becoming a billion-dollar business on their own – the next NetSuite. Either way, if they make it to the US market this year, they’ll likely see explosive growth. When they are a well -known brand, remember, you discovered them here.thumbs_up

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Losers of the Google / JotSpot Deal

(Updated)
In my longer analysis of the JotSpot sale to Google I listed a group of JotSpot customers who may feel disadvantaged by the deal: those who’d rather pay to have their data at a company whose pure business model is charging for services than enjoy free service by Google whose primary business model requires dissecting/analyzing their data left and right.

I also pointed out that several competitors are offering deals to migrate these customers to their platform free or at a discount. Socialtext and Atlassian were the first to come forward with their offers, but since the previous post I heard about Central Desktop, (update: see correction in this comment by Central Desktop’s CEO), ProjectForum and I’m sure there are others. (Clearly, the wiki market is growing and sadly, I don’t know all the players). Jerry Bowles and Tom Raftery wrote more on the subject.

We all seem to have missed a point here: there is a group of customers for whom migration is not optional but a necessity: participants in the JotSpot Wiki Server beta program. Like I’ve said before, as much as I am a SaaS believer, it is not a religion, apparently the feedback from most customers is that they want their wiki behind the firewall – JotSpot’s response was the Wiki Server edition. These customers now have a rude awakening: JotSpot notified them that they would discontinue the beta program. Current customers have the right to continue using the product for the remainder of the 90-day beta period (what’s the point? smile_omg) but there is no support, no migration plan – game over, bad luck. smile_angry Of course JotSpot had the right to do this, these were not paying customers (yet), and a beta is a beta, after all. But a beta program is a mutual effort, and especially early on requires a lot of time and effort from the customers, so it’s clear that these customers may feel let down. While most competitive migration offers are hosted solutions, it’s this specific “betrayed” group that Atlassian goes after: they offer migration help and discounted rates on Confluence, their behind-the-firewall enterprise wiki. So let down or not, these customers may eventually be better off on a more mature, robust enterprise platform.

As a sidenote, this is the second time that JotSpot drops a product benefiting a competitor: when they discontinued JotBox, Socialtext reaped the benefits by moving those customers to their Appliance. Update: Please read the comment exchange below for correction by JotSpot.

Update (11/29): two post on how the deal affected JotSpot partners and customers:
JotSpot Got the Goldmine. Its Partners and Customers Got the Shaft.
The JotSpot Google Merger

Update (11/30) the above post, The JotSpot Google Merger is now deleted, supposedly under pressure by … (?) Read the story on TechCrunch.