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Document Collaboration Just Got Easier

I often need to share a document with a few reviewers / contributors, and I hate sending attachments. Attachments are redundant, wasteful, and if you start marking up different copies of the same document, then emailing them around, you’re in for a major version-control nightmare.

The clean solution: share an online document. But which platform to use? I use Zoho applications, widely recognized to be the best. But until today, there’s been one obstacle to unlimited, open collaboration: users had to create a Zoho account first. Not that it was complicated (30 seconds?), but some people will stay away from apps requiring account registration as a principle.

The solution? Well, if you have any sort of online presence, chances are you already have an account either with Yahoo or Google. From now on you can use these credentials – yes, your Google / Yahoo account – to log in to Zoho applications. No more worrying whether the other party can access your shared documents.

The Zoho team points to a poll ran by Lifehacker last year. Obviously there are more Google than Zoho users. But look at the reason: most already have a Google account, and refuse to create another one for Zoho. Those who actually tried both system prefer Zoho by a 3:1 margin. So it clearly made sense for Zoho to remove the bottleneck and open up to their systems.

But I suspect this is just the beginning. TechCrunch France Editor Ouriel Ohayon and ZDNet’s Dennis Howlett raised the issue of mass importing one’s Google documents to Zoho. I think it would make sense, although I don’t necessarily like importing – it’s a one-time shot.

Why not just make all documents available to online users, no matter where they were created? You should be able to list your Google and Zoho documents, open them, edit them, and save to whichever format (and storage) you want to.

Either way I’m sure we’ll see more open access and collaboration coming soon. smile_regular

(Disclosure: I’m an Advisor to Zoho)

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Spreadsheet Macros and Pivot Tables: Google Says No. EditGrid Says No. Zoho Just Does It.

OK, OK, I admit, the title is a bit tongue-in-cheek… but real. Sophisticated Excel users have long complained that none of the online spreadsheets support Macros or Pivot Tables. The answer has so far been sorry, no can do…

Google hinted they would likely not do it, as reported by TechCrunch:

Will Google Spreadsheets ever have advanced features like pivot tables, macros or offline database integrations? (This was actually my question) Scott said they are constantly trying to find the balance between speed and utility. It will never be a heavy duty analytics program because that would be too heavy and bulky for the average user.

EditGrid’s David Lee also suggested Pivot Table are too difficult to do online. Well, maybe, but here they are both, in Zoho Sheet. Not that it comes a real surprise, in fact ever since the launch of Zoho DB pivot tables were just a matter of time, and Zoho has promised macros for some time, too.

I admit I probably don’t appreciate the importance of these two features, as I’ve said before, the level of my spreadsheet competency is probably stuck somewhere at Lotus 1-2-3. smile_wink. But even I used very limited Excel macros in the past, although typically be recording and editing afterward, rather than writing them in Visual Basic. Now Zoho Sheet can interpret VB directly, without using Microsoft’s back-end, and that means you can import your Excel spreadsheet, the macros no longer die. No other spreadsheet (other than Excel itself) supports VB macros.

Zoho launched a “marketplace” -sort of, being free – of VB macros at http://vbmacros.wiki.zoho.com/

As for pivot tables, they are an important analytical tool, but instead of reading me, why don’t you look at this demo video:

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Zoho Launches in China @ Baihui.com

Just days ago we read that China, already the world leader in cellphone use, has surpassed the USA as the No. 1 nation in Internet users., so of course it’s a huge market that SaaS providers would love to enter. What better way than have the market come to you?

That’s what happened to Zoho when their Beijing Office was contacted by PC Stars, the largest online distributor in China with more than 2400 resellers and over 1000 system integrators. The are assembling a portal at Baihui, currently offering specific search and productivity tools. Their search products appear to be geared to product groups like software, hardware, games and automotive.

For the productivity apps they teamed up with Zoho, who would provide white-label versions of their products. After a few months of private beta testing, Baihui built a new data center (*), and today they are launching the Zoho Suite under their own brand:

These apps will be offered free to individual users, just like they are in the US, and CRM will have a similar pricing, too: free for the first 3 users, then 99RMB /user/months, which is about $14, close to the US pricing. (I would have thought Chinese prices to be less, but they know what they’re doing…) Baihui will later add other Zoho (Business) products.

Zoho’s current user base is 800,000 adding 100k about every 5-6 weeks, and they certainly expect that number to jump with the China deal.

OEM-ing their product is not unusual for Zoho, and especially for the parent company: there are other deals under consideration, and if you own a D-Link access point, chances are the wifi-manager software you have is from Adventnet. I plan to write a backgrounder on Adventnet, their approach to business and their international presence in the near future.

(* Please note, Baihui’s investment is into their own data center, running the Zoho Apps, not Zoho’s parent company, Adventnet, as (first) incorrectly reported on TechCrunch.) Update: it’s now fixed on TC.

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Free Mini-Office from Microsoft?

There’s some renewed chatter about Microsoft’s plans for a subscription-based Office and even a free, ad-based alternative. Some rumors put the subscription price in the $12/ month range, which I believe is way too expensive for basic productivity tools, hence the need for another business model: offering MS Works for free, supported by advertising.

MS Works is nowadays widely considered a “dumbed down” version of its big brother, the real MS Office suite, but I beg to disagree.

Two decades ago MS Works was my main productivity suite: I was happily crunching numbers, generating charts, including them as well as data from my database in word-processing documents. In other words, I had a perfectly working and lightweight integrated office suite at the time when Word, Excel and Powerpoint were fragmented individual applications not talking to each other. For all its capabilities Works was very lightweight, I could use it on a laptop with 640K memory (that’s K, not MB!) and two 720k floppy drives – no hard-disk at all.

I can’t say this enough, Microsoft had a perfectly working integrated suite 20 years ago, which should have become what Office is today. But I guess you need bloatware to charge bloated prices, so Microsoft shoved Works aside, favoring the higher margin, high-end but fragmented products, which took years to become a true Office Suite.

The 80/20 rule applies for the MS Office Suite, in fact I’d rather say 90/10: 90% of users only need 10% of the functionality. MS Works has that – but now that it’s making a comeback (?), an ironic situation develops: the new online challengers like Google Docs and the Zoho Suite were targeting the mainstream Office Suite, and while in terms on features (needed or not) they are still behind Word, Excel..etc, the comparison to Works would quite possibly have a different outcome. I wouldn’t be surprised if Zoho Writer, Sheet and Show turned out to offer richer functionality than Works, and then we did not even look at the collaboration, mobility offered by the fact that they are Web-based.

Conclusion: MS Works should have been a winner 20 years ago, and ever since. Now it’s too little, too late.

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How to Make Outlook Cool. Actually, Kool.

Outlook read backwards is Kooltuo. Wow, it would make a good startup namesmile_wink. No, I did not go crazy, but TechCrunch reports that Microsoft just signed a letter of intent to acquire Xobni. And Xobni = Inbox, backwards.

Not that it’s a surprise: I wish I could predict everything with such certainty. This is what wrote in February, when Bill Gates presented Xobni for Outlook as “the next generation of social networking” at the Microsoft Office Developers Conference:

What does it mean when Bill Gates presents your product, a super-cool Outlook plugin to his crowd of developers?

  1. Gates’s message: now go back and copy this fast. That would be the classic Microsoft style, as many software startups can attest to. It would also put the market introduction to somewhere … around 2015? Unlikely.
  2. Microsoft will acquire Xobni in no time. Sweet and fast deal. Congratulations to the Xobni team and investors!

So, yes, congratulations to the Xobni team! On a personal note, I regret I can’t try Xobni, as I long ago ditched Outlook along with a lot of desktop bloatware, and am in happier land now, using Web-based applications. I’m perfectly happy ( and productive) with the combination of Gmail and the Zoho apps, and if I ever leave Gmail, it will be for another web-mail, not back to the desktop. The air is fresher in the Cloud.smile_regular

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Zoho CRM Enterprise Edition @ SMB Price

This morning Zoho announced the Enterprise Edition of their CRM product.  The key updates are:

  • Introduction of Role-based Security Administration
    • Profiles for managing CRM module-level permissions
    • Roles for modeling organizational hierarchy and setting up data sharing rules
    • Groups for sharing the data among various departments
    • Field-level security for controlling the access rights (View or Edit) of fields in CRM modules

  • Enhancements in product Customization & Data Administration
  • Multi-language Support (11 Languages)
  • SSL Support for Professional & Enterprise Version
  • Integration with Zoho Sheet
  • Improved Business Functionality
    • Automatically update Stock information once the Purchase Order is approved
    • Find and Merge the duplicate records in Vendors module
    • Convert Quote to Sales Order or Invoice in a single click
    • Convert Sales Order to Invoice in a single click
    • Add account information automatically while creating quotes/orders/invoices from the potentials
  • Wiki-based Context-sensitive Help

     

    The key in “going enterprise” is no doubt the new security/permissioning scheme. That said, Zoho CRM has already been functionally rich even before today’s upgrade.  I’ve repeatedly stated that supporting business processes like Sales Order Management, Procurement, Inventory Management, Invoicing  Zoho really has a mini-ERP system, under the disguise of the CRM label.smile_wink.  In fact let’s just stop here for a minute. 

    Today’s announcement aside, I still consider Zoho’s primary focus to be the small business (SMB) market.  As for CRM, it really comes down to the classic breadth vs. depth of functionality question.   Zoho CRM’s breadth, along with the other productivity applications allows many SMB’s to use it as their single, only business application.  The market leader in SaaS CRM, Salesforce.com clearly supports fewer business processes, offering more depth in each – probably a better fit for larger enterprises which likely run several applications anyway.   This matrix provides an overview of Zoho CRM vs. Salesforce CRM Group and Professional Editions. (click on pic for detail)

     

    Having done a functional comparison, a quick look at pricing demonstrates why Zoho CEO Sridhar Vembu called Salesforce.com still very expensive:

     

    CRM Pricing Comparison - http://sheet.zoho.com 

     

    No wonder Larry Dignan at ZDNet declares “Zoho aims to poach Salesforce.com customers.”  But Larry (and Marc), you ain’t seen nothing yet… just wait till Zoho comes out with a Salesforce.com importer smile_tongue.   

    Clearly, Salesforce.com does keep a close eye on Zoho, otherwise why would they spend money on the Google Adword “Zoho CRM“?

     

    But again, reality check: Salesforce.com does own the Enterprise space.  For now.

    Finally, a word about integration.  After all, Zoho is known for their almost endless range of products, they should work together…  Currently Zoho Sheet, the spreadsheet application is fully integrated with CRM – most data can be edited either inside CRM or in the spreadsheet format that many business users are more familiar with.

    Zoho plans to integrate Writer, their word processor, Mail (still in private beta) as well as some of the business applications, namely recently released Invoice and People. When all that’s done, Zoho will have a more complete offering than two industry giants, Salesforce.com and Google together.   I can’t wait…

     

    (Disclaimer: I am an Advisor to Zoho. Take anything I say with a grain of salt.  In fact with a pound of salt.  Don’t believe a single word of mine about Zoho products: go ahead and check them out yourself).

     

    Related posts:  Zoho Blogs, CenterNetworks, VentureBeat, CNET News.com, Mashable!, Between the Lines, Web Worker Daily, Irregular Enterprise, InformationWeek,

     

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    TechCrunch Releases New Zoho Service: Invoice

    Yes, the title isn’t a mistake: TechCrunch is no longer just powerful media, Mike now can single-handedly release new products.smile_wink.    Today I spent several hours testing a pre-release product, Zoho Invoice, which was a few weeks from it’s planned launch, when TechCrunch accidentally posted the news. The Zoho Team decided to play along, and instead of disappointing TC readers with a broken link, opted to release the product immediately.

    Not exactly an orderly Launch, but not the end of the world either, especially not for Zoho, which has a reputation of updating their web-based products frequently. In my early testing today I found Invoice easy to use, with a soothing, pleasant UI where all the icons are in the right place and support the right information flow.   There are some features that were still under consideration as of this afternoon – so be it, this is a “forced” early release, updates and fixes will no doubt be coming soon (using the Feedback button at the top will help issues get fixed quickly).

    So what do we have here? Essentially a billing application, that allows the user to create /import Clients, define items (product/service), generate estimates, convert them to invoice and accept payment against it. The Home screen is a Dashboard, providing a quick financial overview:

    Information flows easily from one document to another, and there are a number of predefined (customizable) templates that can generate notification emails to the Customer at any stage. Notice the icons change on these two bars:

    The Estimate (emailed or snail-mailed to the Customer) can be converted to an Invoice, but when displaying an Invoice, there’s a new icon there to enable entering a payment received.

    There are transactional detail, summary, aging ..etc reports to help keep tight control of your receivables.

    Although Zoho is primarily known for being the best Web-based Office / Productivity Suite provider, they are not exactly new to transactional business systems: their longest standing product is Zoho CRM (which is an understated name for a mini-ERP), the recently announced Zoho People, and a more full-featured Accounting system is in the works, too.   Talk about CRM, it already has some Invoice functionality, which will later be replaced by the new module, to be integrated with CRM.   For now, Zoho Invoice is integrated with Projects.

    The slideshow below explains the setup, various functions and the workflow between them (click the lower right corner to switch to full-screen):

    The new billing application is free up to 5  invoices a months, and there is a pricing scale depending on the number of invoices per month, from $5 incl. 25 invoices to $35 up to 1500 invoices.

    The two notable competitors are BlinkSale and FreshBooks.  Zoho will no doubt build on the fact that Invoice is just one piece in the puzzle of 16 or so business applications it has to offer.

    (Disclaimer: I am an Advisor to Zoho)

    Related posts:  Webware.com, Enterprise Alley, Venture BeatZoho Blogs,

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    Web Applications on the Desktop

    The latest trend in Web Applications is – surprise, surprise! – going back on to the desktop. e Adobe Air and Mozilla Prism are two technologies that help Web Apps behave more .. hm, surprise, surprise! … desktop-like. Full circle? Why the “move to the cloud” circus if we’re coming back to the desktop anyway?

    Well, we’re not. We’re just doing web apps differently. Matthew Gertner, former CTO of Allpeers (in the deadpool) who is currently working on Prism provides his perspective on TechCrunch. I can’t even attempt to add to the technical discussion, so I’ll play the dumb business user (won’t be too difficult smile_sarcastic) and explain what I see from that angle.

    First of all, there appears to be some confusion in this dialogue: Google Gears and Single Site Browsers (SSBs) are two different animals, even if Gears has future extension plans.

    • Gears is all about offline access, which, let’s face it, make sense, until we have “always-on, everywhere” connectivity. It’s data access, and it’s good, albeit somewhat cludgy.
    • SSB’s are all about convenience: instead of just having tabs in the browser, certain applications now have their own window, can be minimized, when closed can show up in the systray ..etc – in other words they behave like desktop applications. When the everything-in-a-browser concept became popular we all worked on 15-17″ displays. Today huge displays are affordable and popular – but now that I have all this screen real-estate, I’d like to be able to display 3-4 windows at a time – not flip-flopping between, but have them all available. I can’t do that with the browser tabs, unless I launch multiple browsers ( waste of resources) or find the way to detach some tabs – that’s what SSB’s do.

    A commenter on TechCrunch asks:

    So it is progress to send things back to being one window with no tabs?
    Wasn’t the point of tabs to put all of those windows into one?

    No. The point was not having to install myriad applications that need to be patched, the data files scanned for viruses ..etc. Now, I consider myself progressive, and like to support the future trend just out of principle, but I am first of all a user, and nothing convinces a user better then their own pain. So here are a few examples of my own pain with desktop computing, just from the last two days.

    • I turned on an older laptop I don’t often use nowadays, and I literally had no access to it, the damn thing kept itself busy for an hour with Windows Update, McAfee update, (I killed the virus can), Foldershare sync and Copernic desktop search indexing. In other words, it was struggling just to stay up-to-date, and I could only get to use it an hours or so later.
    • The very reason I turned it on is that even though I now have a screamer desktop, I have to fall back on the slow laptops any time I need to edit a PDF file: my trusted old Adobe Acrobat 6 is not supported on Vista, and I am not about to cough up the price when I don’t need new functionality, so I have to keep the old junk running, just to avoid losing functionality I paid for. I won’t have to do this forever, some of the Web-based Acrobat alternatives are getting pretty good…
    • I’m in the middle of a major paper elimination project: throwing away boxes of expired folders, keeping only electronic copies of the crucial stuff. This involved hours of installing and uninstalling obsolete software this afternoon: Turbotax versions all the way from 1996 only so I can read the .tax file once and convert it to PDF. Intuit now offers Turbotax entirely online, and while I haven’t found any info on how long they support retrieval of old returns, as the years go by I’m sure they will address it – and I don’t have to install anything.
    • A few hours later the old PC started to choke: it ran out of hardware space. Impossible! Just a few months ago I removed all my photos, that’s a huge gain, I should have ample space. Yeah, right, it turns out Foldershare, which I use to keep the 3 household computers in sync accumulated over 10G in its trash folders, which is nothing on the new PC, but a third of the old laptop’s 30Mb storage capacity. And would you believe there’s no setup option to auto-clear trash from time to time? (It can auto-delete your real files, just not trash.)

    Personal computers, and the desktop computing model were liberating in the 80’s, when they got us off the dumb green terminals, which we could only access at work, that is those of use who worked at large corporations who could afford a mainframe. PC’s were expensive enough that any one of us only owned one, if any, and the ability to work on that single machine actually meant increased access and mobility. But as we upgrade, we tend to keep the older computers, and I bet most of my readers have more than one computer in their household, let alone business.

    Keeping all of them up-to-date, having the same Application versions on all, synchronizing data is becoming more and more of a pain. Just as computing shifted to the Client model in the late 80’s, we’re facing another shift now, and the move off the desktop, on to the Cloud will be just as liberating as getting onto it was 20 years ago. Access to applications and data will no longer will be tied to a particular piece of hardware and we don’t worry about updates, maintenance – offload it to the Service Provider.

    In other words Software as a Service is increasingly all about the second “S”.

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    Zoho People: Will it Disrupt or Fail?

    Zoho, best known for their Web-based Productivity (Office+) Suite today released Zoho People, a feature-rich On-Demand HRMS – Human Resources Management System. For the product introduction please read my previous post, while here I focus on business analysis, specifically on what this move means to software sales in general.

    Today’s product announcement signifies a departure from what Zoho has been known for so far, in a number of ways. Their primary reputation is being the best Web-based Office / Productivity Suite provider – People is clearly a process-driven, transactional system with “enterprisey” features: organization levels, work-flow, permissions…etc.

    It’s not an entirely new field for Zoho though, as their CRM solution has been gaining traction for years now – both in terms of new customers as well as converts from the market leader. (See chart with full list of Productivity and Business Apps). As a matter of fact, I’ve often stated calling it CRM is an understatement: with Sales Order Management, Procurement, Inventory Management, Invoicing it’s really more of a mini-ERP. Add to it Accounting and HCM and Zoho can come up with an unparalleled Small Business Suite, which includes the productivity suite (what we now consider the Office Suite) and all process-driven, transactional systems: something like NetSuite + Microsoft, targeted at SMB’s, perfectly rhyming with Zoho’s stated objective of becoming the outsourced IT for small businesses.

    Except… well, Zoho People is not a small business system. All you have to do is look at some of the organizational setup, or processes, like holiday, training, leave requests, company policies to realize that this system is ideally suitable for organizations with a few hundred employees and more. (The “M” in SMB, whereas most of Zoho’s focus has been on the “S” until now). So it’s a departure from Zoho’s traditional target market, and by its very nature it’s not a system individuals or small groups would just start to use in an ad-hoc manner. It’s a system to be introduced by HR for the entire company.

    Bringing an enterprise system to the market typically requires a different approach, a coordinated marketing and sales effort, supplemented by consulting and support – i.e. all the extra weight that makes enterprise software “big and fat”. Yet Zoho just throws it out in the open, like they did with Writer, Sheet or any one of the dozen or so productivity tools. They have no clue how to market enterprise software! – one might say… and do they, really?

    Simply announcing enterprise software without marketing and sales is certainly a risky proposition. Any startup that does with their main product is doomed to fail. Yet Zoho can afford an experiment. The new HCM system is just one product in their portfolio, in fact the entire Zoho portfolio is just a big experiment of the parent company, privately held and profitable Adventnet. CEO Sridhar Vembu repeatedly stated his mission is to commoditize software, delivering it to large masses at previously unseen prices.

    There’s all this talk about how SaaS changes the economics of Software – pull vs push process, try-and-buy vs. the expensive enterprise sales process; but it mostly refers to the SMB space. The try-and-buy, self-serve model is almost unheard of amongst larger organizations and more complex software. It traditionally needs more cajoling and hand-holding. But why not break away from tradition? Why should all innovation stay on the product side? Zoho goes the extra mile to make the new system more “consumable”: screenshot tours, demo videos abound. Of course disruptive pricing does not hurt, either.

    If Zoho People fails to gain traction, so be it: the company will likely focus on their main avenue of becoming the IT provider for SMB’s, integrate features from People into Zoho Business and CRM, and figure out how to crack the HCM market later. If, however it starts gaining traction, it’s a good signal to the entire SaaS industry: an indication that transparency, online information and help works, the try-and-buy model may just be feasible even with larger organizations, which, for the first time will buy Software as a Service instead of being sold to by pushy enterprise sales teams.

    (Disclaimer: I am an Advisor for Zoho.)

    Related posts: Between the Lines, Zoho Blogs, Deal Architect, Centernetworks, Wired, SmoothSpan Blog, GeekZone, Webware, Venturebeat, Web Worker Daily, TechCrunch, Business Two Zero, Irregular Enterprise.

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    Zoho Enters Human Resources Market with Zoho People.

    (I broke up my originally long post into two pieces: this one about the product announcement, and the next one with the business analysis)

    Zoho, best known for their Web-based Productivity (Office+) Suite today released Zoho People, a feature-rich On-Demand HRMS – Human Resources Management System.

    Several modules support the work of managers, HR professionals:

    • Organization for defining corporate and departmental structure
    • Recruitment for managing recruitment processes and maintaining resume databases
    • Checklist for defining business processes and workflows in the organization
    • Forms for defining custom business forms using the integrated Zoho Creator
    • Dashboard to overview it all

    All the setup, be it form changes, new forms or field, org chart changes ..etc happens via a friendly drag-and-drop interface.

    While all the above is for Management, HR, perhaps Training, Travel professionals, most “regular” employees in a company would only access the Self Service Module, which is split to an Employee and a Manager Self-Service section. Requests can be sent to the HR department on job openings, employees can submit information like Expense Reports, Vacation, Training Requests to the relevant departments/managers as pre-defined in the workflow…etc.

    For a detailed feature overview, watch this demo video.


    Zoho People from Raju Vegesna on Vimeo.

    The application is currently in Beta, and for the Beta period it will be free, independent of the number of users. After the Beta pricing will likely involve a dual scheme, with ad-hoc users (regular employee accessing Self Service) paying less than full users (typically HR professionals.) While no numbers have been announced, Zoho claims the blended price level will be disruptive – something to the scale of Zoho CRM, which is about 10% of the cost of it’s main competitor.

    Talk about CRM, it’s worth mentioning that while Zoho’s fame comes from the Office Suite (or the extended suite of Productivity Apps), this is not their first foray into business applications. Zoho People joins Zoho CRM, Zoho Meeting, Zoho Projects and Zoho DB. Below is an overview of the entire Zoho Portfolio:

    Please read my next post for a business analysis on what Zoho’s entry to the HCM space means.

    (Disclaimer: I am an Advisor for Zoho.)

    Related posts:  Between the Lines,  Zoho Blogs, Deal Architect, Centernetworks, Wired,