Thursday, September 16, 2010

An "Empathy Walk" with Alicia Staley

As part of an elective at MIT entitled Leading Profound Innovation for a More Sustainable World, we were asked to conduct what our Professor referred to as an Empathy Walk, where you spend some time finding a person who lives in a world that is most different from the one we are in. The goals is to spend a few hours getting to know them to try and get into that person’s world enough to get a feel for what it would be like to be in their shoes. 

For this exercise I paired up with Allan Jaenicke. I had not met Allan before the start of this course. He is a second-year MBA student, and I am a Sloan Fellow. We are both males. We decided to meet with Alicia Staley, a breast cancer survivor who underwent a double mastectomy in 2007. We wanted to understand what it was like for a young, intelligent woman with the world as her oyster to be diagnosed with cancer in the prime of her life, and what it felt to lose a part of her body while living in a world increasingly fixated with beauty and superficiality.

At the beginning of this week, I didn’t even know Alicia existed. I was invited to attend a conference in Boston called #140char – a series of day-long conferences held around the country and organized by Jeff Pulver, one of the founders of Vonage and an early investor in Twitter. The conferences are themed around the capabilities of the real-time web and how social communities are harnessing the power of the Twitter platform to listen, connect, share and engage with each other. Alicia was one of 40 speakers that day, and she was invited to come and speak about her experiences as a three-time cancer survivor and how she is now using Twitter as a crowdsourcing tool for cancer survivors, to help them build community and find solutions for everyday challenges.

As she got on stage and introduced herself, you immediately felt her presence. She tried in vain to hold back tears as she explained how it had been a particularly challenging few days for her. She had lost two close friends to cancer in the past forty-eight hours. She went on to talk about the advocacy work she is now dedicated to and how building a Twitter-based community has allowed cancer survivors like herself connect with each other, share stories and be a source of strength and inspiration for each other. The community also includes physicians and healthcare experts, who respond to Tweets when members post issues they are facing. In a recent example, someone undergoing rounds of chemotherapy complained that none of the well-known techniques to address the terrible mouth sores that result were working for her. Alicia re-Tweeted the message to her network, and in a matter of a few minutes, the Tweet had been relayed across many networks and Alicia received over twenty responses including one that worked which involved a novel use of honey.

Allan and I asked to spend a few hours with her a day after the conference to better understand her experiences and to try and go beyond the typical empathetic response that many of us have to cancer victims, and try to understand her experience on a deeper level that most males would not perhaps appreciate or have the inclination to understand unless the sufferer was someone close to them.

Alicia’s story is best told using her own words (taken from her blog which can be found here):

I've had Hodgkin's disease once, Breast Cancer twice. I was a 20 year old college sophomore, fighting my way through cancer the first time. To diagnose the Hodgkin's, I had every major organ in my abdominal region biopsied, a section of my hip removed, my spleen removed, and for good measure, I let the doctors take out my appendix too. To treat the Hodgkin’s, I had 18 weeks of radiation and 9 rounds of chemo therapy. My chemo regime had 4 drugs. I still have 21 little blue radiation tattoos used to mark the radiation field on my body. I lost all my hair and lost a ton of weight. It took close to 3 years to battle through the Hodgkin’s.
At the age of 33, I was diagnosed with breast cancer for the first time. I had one lumpectomy and 5 intense days of Mammosite Radiation. For two years, I dealt with horrific side effects from “the anticancer drug” Tamoxifen – dry eyes, night sweats, bone pain, weight gain, migraines, insomnia, fevers… Sometimes, the cure is worse than the disease. In November 2007, I was diagnosed with breast cancer for a second time and I opted for major surgery - a double mastectomy. I had my thyroid removed during that surgery too.  In January 2009, I dealt with another cancer scare - fortunately, it was only a scare!  I still need surgery to remove a mass in my abdominal region, but thankfully, I have not needed any more treatment.

In total, I've had 3 separate courses of radiation, 1 course of chemo, 9 major surgeries, and 1 bone marrow biopsy. Whew… I'm walking proof that super glue and duct tape works wonders.
But in case you want to know... 
I can still hit a golf ball 250 yards on a good day... bad day, maybe 235.”

One of the most surprising things about Alicia, is that for a three-time cancer survivor she is amazingly driven and passionate about raising awareness about breast cancer. She talks about the current trend of slactivism – the shortcut way to raising awareness about a cause that you might feel connected to, which drives you to update your Facebook status or send out a Tweet. It serves no real purpose other than to make a person feel good about themselves and think that they’re “raising awareness” but it rarely results in any lasting change. While working a regular job as a systems analyst, Alicia also runs a Foundation and was recently appointed to the Board at Tufts Medical Center (where she has been a patient for the past fourteen years).  The Foundation helps current survivors with expenses that medical insurance doesn’t cover and people often overlook – such as parking (patients at Boston hospitals still have to pay to park their cars when receiving treatment, often for 30-40 hours at a time!) or childcare.

One of the things I will remember most about my meeting with Alicia is the immense feeling of energy and positivity I felt when spending time with her. As she would say, once you have survived cancer you experience “happiness that’s so strong that it aches” and how “every day is a bonus”. Why is it that human beings who have really fought hard to stay healthy seem to be so much more driven to lead meaningful lives than others? Why do people who have battled hard to retain life go on to find a sense of purpose in their lives much more easily than others who not even faced a fraction of those challenges?

When Alicia was still in college and battling Hodgkins, her mother cut out and gave her an article from Self Magazine written by Linda Ellerbee, an NBC presenter and reporter on the Today Show and cancer survivor herself. Linda wrote how a fan once praised her for being so courageous, she replied “if you define getting out of bed and putting one foot in front of the other as courageous, then yes, I’m courageous”.  Years later when Alicia was battling with breast cancer for the second time, she wrote a blog entry and cited Linda’s article. The blog was forwarded through different online networks and communities, and to her surprise within a matter of hours, she received an email from none other than Linda herself! Shortly thereafter they had their first phone conversation and now hope to meet in person sometime next year. So many years after Alicia’s mother first saved that magazine cutting, who would have guessed that they’d end up connecting in person and exchanging survivor stories.

Life plays out in unexpected ways.

It seems that with all our gadgets, mod-cons and conveniences, for most of us life has become so easy that it has lost its true value. It takes meetings with people like Alicia to remind us of how precious life is, and how much happiness can be found in our everyday existence if we chose to appreciate every new day for the blessing that it is.





Evolve...Or Die

Since my earliest memory I have been fascinated by technology and I am driven by a passion to fuse together my experience in analytics and business intelligence together with ways of making corporations measure and manage the impact they are having on the environmental and the societal around them.

We live at a time when many corporations are larger and more powerful than small nations and have the resources (and the motivation if end-customers desire it) to lead the way. With time ticking, and politicians mired by 4-year election cycle-driven agendas, we cannot afford to wait for governments to act and regulate. As the earth’s resources are depleted, the businesses that depend upon them have to reinvent themselves, or die. A free-market economic system has the potential to show us the way but it needs to be framed in the language of finance to bridge the gap between the business and sustainability worlds.

Time for a new approach to measuring corporate performance? I think so.

Tuesday, July 21, 2009

Follow Me on Twitter


A lot of changes in the air... Since late last year, many of my clients put their development plans on hold, due to shrinking budgets or simply fear about where the economy was going. I'm seeing some positive signs again, which gives us all hope. Analytics projects are often the first to be frozen in a down economy (we still have a lot of evangelism to do!) and my conversations with many software vendors out there has taken a more informal route of late (which is great, but it doesn't pay the bills!). Therefore, after much soul searching, I'm excited to annouce that in Q1-09 I accepted a position within the Performance Management group at IBM.

While this role will give me the freedom and flexibility to continue my writings, I will be focusing more time on smaller/quicker updates via Twitter rather than lengthy analyses on this blog. I encourage you to follow my updates here, or contact me directly if you have any specific questions, or are begining a BI evaluation.

I have several blog articles that I have written in the past few months as I was transitioning into IBM and I will post them up here soon. They include some up-to-date coverage of SaaS analytics and in particular some of the technical challenges around multi-tenancy, as well as an analysis of a few new BI vendors. In the meantime, keep in touch with comments or direct email and let me know what you are interested in hearing about!

Tuesday, November 11, 2008

Oracle & Informatica - The Odd Couple

With the rapid pace of vendor consolidation in the business intelligence space, there’s been a fair amount of buzz about the future of the remaining players. Of the pack that remains – Actuate, MicroStrategy and Informatica at first glance all look like interesting acquisition targets.

Upon deeper examination as long as MicroStrategy’s eminent captain Michael Saylor is around a takeover seems unlikely (although the question of why MicroStrategy dogmatically sticks to its SAP-esque “100% organically grown” label remains mystery – an acquisition of an in-memory analytical engine to provide QlikTech-style dashboard interactivity would be a great addition to what is a very capable BI platform).

I won’t go into the attractiveness of Informatica due to steady growth, back-to-back profitable quarters, or their cash on-hand, which are all metrics that have been examined elsewhere (and by more capable analysts). After the departure of founders Gaurav Dhillon and Diaz Nesamoney, who did a marvelous job with PowerCenter, still the crown jewels of the company today, current CEO Sohaib Abbasi has worked his magic to turn the company around, re-establishing the its sole focus as a data integration player without the distractions of analytical applications or BI. While this message is a little outdated for the BI/data warehousing world (most BI companies now have their own ETL or firmly established partnerships) the broader integration market is definitely big enough for Informatica to grow and establish a beachhead. A strategic acquisition of their own would clearly accelerate this - MDM, BPM and BPEL are all technical gaps that need filling.

For the past few years, as the rumors about Oracle acquiring Informatica were circulating more strongly, a hookup made a lot of sense. Why it didn’t happen was probably be down to (1) price – INFA stock was trading on a high for the past 12 months, and an acquisition with premium would have been easily north of $1.5-2B (2) INFA board confidence/ego that Sohaib can take the company to even greater highs. Although Sohaib’s Oracle background may lead casual observers to note how Oracle would be a natural acquirer of Informatica here are some reasons why it probably won’t happen now:

Oracle has invested considerable resources into their own Data Integrator (ODI) product. When Synopsis was acquired, Oracle gained a pretty good E-L-T product, which placed the processing burden of data transformations on the database (hence, doing the “T for transformation” part last). This allowed companies to leverage their existing Oracle database server investments, which of course meant that the database server become even more important. While in terms of features, Synopsis was no PowerCenter, from the announcements made at Oracle World this year it has certainly closed the gap significantly.

SAP may have been considering Informatica but ended up acquiring Business Objects instead, and with it got a very capable product – BODI (the old Acta offering). Thus, a pre-emptive acquisition by Oracle was no longer necessary to protect their customer base (the majority of Informatica PowerCenter deployment involve Oracle database; an important upsell market for Oracle middleware vs. Netweaver).

Oracle BI Analytical Applications will (soon) ship with Oracle’s own ETL. This is a pretty obvious point, but when acquiring Synopsis, Oracle signaled two things: (1) it realized that Oracle Warehouse Builder had limited shelf-life and couldn’t completely replace PowerCenter, and (2) It needed to ship an in-house ETL tool with its Siebel Analytics offerings. When the Siebel Analytics were expanded to support non-CRM analytics (and renamed to Oracle BI Analytic Applications) this became even more important. An in-house ETL tool could be designed to focus on Oracle’s needs, instead of a broader set of Informatica partners and would also be easier to support – complex issues simply mean an internal call from Oracle Support to Oracle Development, rather than Oracle Support to Informatica Support, to Informatica Development, etc.).

Cognos got acquired themselves otherwise a Cognos-Informatica merger would have made a lot of sense. Now Cognos can tout closer ETL integration through an in-house offering (Ascential) which will help them position themselves more competitively in deals involving SAP/BO. And Oracle can rest assured that Informatica will remain independent.

Sybase might have had enough cash…and still might, but barely. While it would be a smart move (Sybase is headquartered locally and the Informatica customer base would make Sybase reps salivate) I’m uncertain whether the premium could be agreed upon or even afforded in the current climate. Informatica is relatively cheap right now but would command a hefty premium – posing huge risks for the Sybase executive team).

Teradata have never seemed interested and would rather process transformations inside the database so a custom-coding approach will continue to be their solution.

In conclusion, if Oracle run into significant issues rolling out their Apps on ODI (unlikely) or an Oracle competitor starts loitering around INFA HQ (again unlikely) things could change. But in all likelihood this couple will continue to remain just friends…and that’s all.

Thursday, April 10, 2008

Cognos, Business Objects and Other News

So this is the first post of 2008, and what a busy few months it's been for BI! The major aquisitions that hit the industry have started to settle and we're starting to see some interesting positioning from SAP on their BI solutions. I particularly like the new Application Packages but I wish there would be more technical information on the metrics/reports included on the SAP website. Nice strategic direction and good blend of BI and ERP capabilities into something that will help folks who build reports off data originating in R/3 a lot of time and effort.

It was a risky takeover for SAP (BO was a large buy by SAP standards) yet things seem to be gelling together from an outsiders perspective. Would love to hear your thoughts if you're a BO customer who has survived the acquisition...

News from IBM, after their acquisition of Cognos, has been relatively quiet. Cognos are continuing about their business which is good to see as the rumors of their "demise" were starting to build to an annoying level last year. I attended their recent Western Region Users group in San Jose and it was great to see some real SaaS solutions being built on the platform. Cognos 8 looks solid but I've not had time to use it yet, so won't attempt to review the product here. The most interesting Cognos-solution I saw was from a company called Daptiv (formerly known as eProject) who provide a very cool online project management solution. It seemed clear that SaaS is a bandwagon that all the BI vendors want to jump on, but OEM customers who are using BI in a SaaS environment are still very hard to find.

The past few months have been busy for me personally. I've been working with some interesting SaaS companies and building out some new Analytics and BI products. I will review the main one in June once it's publicly launched but for now I can disclose that it's a very interesting sales performance management application that reports on sales commissions, payments, credits, etc. to help decision makers get a better handle on sales spend (the biggest expense for most companies after employee wages). Stay tuned!

Lastly, MicroStrategy are holding a free, one-day hands-on class on their BI Platform in San Francisco on May 1st. I plan to be there - check it out!

Monday, November 26, 2007

Open Source Business Intelligence - Real Benefits or Just Hype?

With the exciting developments around OS and middleware going on in the open source community one of the most disappointing things for me is the poor showing of the established BI players in this space, namely Jaspersoft and Pentaho.

Even though these two vendors are competitors, they both use the Mondrian OLAP engine under the covers, with Pentaho claiming "ownership" of it and thus some sort of technical advantage over Jaspersoft. I don't see the advantage myself particularly when Jaspersoft (according to Gartner) is still placed higher in the visionary area of the BI Magic Quadrant than Pentaho. And from a personal standpoint I've used both platforms and they are equally challenging to setup with Pentaho definitely being the more confusing end-user tool.

I believe in pervasive BI - meaning that even the most technically inept business user should be able to pick up a BI tool, connect to some data (usually in an Excel spreadsheet) and create some simple reports. Is this too much to ask?

No doubt these two solutions are improving every month. But during my last deep dive I noticed that Jaspersoft still has a single XML file in which the semantic layer definitions are stored, and yes, you guessed it, any changes (such as new connection string settings, or adding a new table) requires manual editing to the XML code!

On the plus side, Pentaho has a nice demo that installs all the back-end components without any trouble and amazingly works just as described.

It's clear however, that both vendors have some serious work to do around usability, particularly in the administration area, and also need to build out their end-user functionality. Both are still tied to thick client technologies in one form or another. In this age of Web 2.0 usability this is simply unacceptable.

Monday, October 8, 2007

A Case of SAP "Picking up the Scraps"?

A tremendous amount of news coverage has been given to the acquisition yesterday of Business Objects by SAP. While this was probably the Valley's biggest unkept secret this past week it came as some surprise the 21% premium that SAP was willing to pay on Business Objects shares, already trading at their highest levels in many months.

I will not go into the financial details of the transaction, as they can be found elsewhere and in greater detail than the intended scope of this blog. I will, however focus on the broader technology impact and what this may have in store for current BO customers and future SAP customers.

Although the BI market leader, BO has a fractured architecture and one where a confusing array of options is sadly indicative of the BI market (Cognos being another notable example of this lack of architectural elegance, although 8.0 has made huge strides in the right direction). BO XI - the flagship product has many admirers. It gets the job done for many analysts and data junkies, often tasked with the job of making sense of data residing in rigid schemas not particularly well designed for long-term business growth. Hence, the flexibility of XI to enable analysts to build out metrics and reports directly off OLTP or analytical tables while ensuring consistency, and no chasm or fan traps has always been a strength. As soon as you move off the thick client however, is where things start to look ugly.

I've never been a big fan of BO's web architecture and trying to support a large number of web users (particularly analysts with requirements for ad-hoc analysis) is something that BO has never done well. Web Intelligence is neither well suited to the masses (it's overly complex and difficult to use) nor embeddable (the breadth of the APIs are weak and BO's OEM sales model is not particularly customer-friendly). With SAP placing a large emphasis on Netweaver as the future technical direction of the company I'd be interested to see how SAP will pull off trying to get Netweaver customers to integrate Web Intelligence into their environment. A far better choice would have been something more seamlessly embeddable and more open to the pro-development stance of Netweaver - such as Actuate (strength in embeddability), MicroStrategy (APIs) or QlikView (data discovery for business analysts). Cognos in this area is also marginally better than BO.

However, it's pretty clear to me that SAP decided to go with BO for one key metric, and that's customers. If Henning wants to achieve his goal of 100K customers getting 40K or so of them from BO certainly helps!

The question is how many of those 40K will remain loyal to BO once the SAP reps start talking-up Netweaver and tools such as Visual Composer. It's hard to see the complimentary nature of these fundamentally different approaches. Netweaver+VC was always a pitch to developers and CIOs. That's territory that BO hates. BO reps always aimed at the CFO (with their EPM products), CMO (with XI) or Sales (with Crystal) - but essentially the business side. Netweaver is an IT sell. So who wins? Will Netweaver be pushed aside by BO reps as they continue the charge into the BI space armed with fresh SAP customers contacts and lots of new Euros to spend on marketing? Or will the Netweaver push eventually force BO to become more open, embeddable and standards-based?

If one looks at the traditional BI customer base for SAP they are pretty much all die-hard SAP BW users. Amongst these folks a BO acquisition is hard to swallow for two reasons (1) BO's architecture will require significant investment to move from BWs InfoCubes to Universes (2) BO doesn't have native support for BW data structures the same way Cognos has. This is why from a BW perspective, Cognos would have been a much better buy.

At SAPPHIRE in Atlanta this past summer Nimish Mehta's group sung the praises of the SAP BW accelerator - a strange foray into hardware for SAP (albeit with partnerships with Intel and HP). Yet as many solutions architects will tell you, throwing more hardware at a badly designed software application is only a short-term remedy. Yes, the Accelerator may have improved performance for BW but the longer term future for BW was bleak. The BW dev team being in Europe kept them too far from the important US customer base and SAP's clear lack of desire for good UI design meant that the product was a laggard in terms of features. Arguably it's customer base would have died out sooner if it wasn't for SAP reps giving it away with R/3. As BO reps become dominant within the company for every BI sale, BW will become relegated to the SAP museum. If it does, the Accelerator will soon follow.

Finally, what happens with xApps? The thought of them being deployed in BO with the maintenance nightmare of managing those Universes, is painful enough. BO's rigid Universe structure would make enterprise wide analytics (which SAP touts) very difficult especially with the array of customization choices that SAP customers have become accustomed to. Again, Cognos would have been the better choice here.

The question now is what happens to the other players? Cognos will almost certainly get acquired in the next few months, with IBM or HP being a likely suitor. With Mike Saylor still at the helm MicroStrategy seems destined to remain independent, as does Informatica. I see these companies competing more and more against the open source vendors (Pentaho, Jaspersoft for BI and Talend and Kettle for ETL) who will steal significant market share.

As always, we'll continue to watch the space to see how this plays out.