Friday, March 25, 2011

What's In A Name? (Short Take)

In the internet age having a common name is an advantage. It's apparently normal anymore for prospective employers, acquaintances and friends to Google first and not even bother to ask questions later depending on what they find. In my case that doesn't work very well. According to US census data in 2000 Miller was the 6th most common surname in the United States. (link). Michael is the 4th most popular first name in the US according to this site. What happens when both names are combined?

HowManyOfMe.com
LogoThere are
17,209
people with my name in the U.S.A.
How many have your name?

It's not that I'm an especially private person, I've posted to BBS's, forums and BLOG's regularly since I was in my late teens. What I do like however is having choices about what can and can't be easily found and linked to me. I'm part of the first generation to come of age "on the web" and while I can't think of anything I've done over the years that I'd be particularly ashamed of, I am not the same person today I was when I was eighteen years old. It seems very unfair to me that there is the potential now for people to be judged and found wanting because of something they did years or even decades ago. It used to be the case that youthful indiscretions were stored only in the slowly fading memories of a small circle of our friends. Today they are potentially available and preserved in numerous places.

Privacy is increasingly rare so there is something to be said for the anonymity of a common name. Or at least there is until a bill collector shows up on your doorstep looking for somebody with the same name but a very different collection of DNA. 
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Sunday, March 20, 2011

Technology, Copper & Fiber Optics

NHK World - Photography Mike-85-3-1
It's been a busy couple of weeks for me which explains in part why I haven't posted here recently. Watching events unfold in Japan has also played a part.

It would be impossible to imagine what happened and is happening there. The scale, scope and tragedy that has unfolded are beyond my comprehension and based on some of the footage I've seen well beyond anything that Hollywood could imagine either. Cracks opening and closing in the earth, walls of water rolling over everything in their path. Houses and businesses carried away. Total destruction. Likely tens of thousands of people dead. By way of contrast, Hurricane Katrina had a final death toll of under 2000.

Disasters of this magnitude have happened elsewhere and images of the aftermath have been available at least in limited quantities. I don't recall ever seeing so much footage of the actual event itself. A decade into the 21st century citizens of wealthy countries such as Japan have the ability to document and record events at a scale and level of detail that is amazing and more than a little disturbing when viewed in this case.

Japan's NHK world English language broadcast via the web is also providing more information and insight into the aftermath than I've ever seen before. I'm used to seeing world events through the filter of the US press, or occasionally the BBC. Being able to view something a lot closer to the source has a different impact. When we're viewing local media covering remote events I think it's harder to maintain emotional distance.

What's going on in Libya right now is a different sort of tragedy but again, we're getting much more raw on the ground perspective that we did even a few years ago.

We used to get news in a very structured and polished form. There were up sides to that approach, but it was also kind of sterile and limited. Vietnam was the first televised war, and the images that appeared on Americas TV's had a profound impact on peoples perceptions and the final outcome of that conflict.

We've moved a level or two beyond that now with Facebook, YouTube and other forms of online media providing forums and channels for people and groups all over the world to deliver raw footage and opinions on what is happening. We've already seen people using these new tools for positive change.

New technologies provide new tools that can be used for good or ill. As always the actual impact of a particular tool is going to be determined by individuals and societies. So far I've seen more positive than negative to the creation of the Internet and I very much hope that continues.

Image by Ryuugakusei via Flickr
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Saturday, March 5, 2011

Repeatable Success

Enterprise Architecture drives organizational ...
One of the things I like to do is look at organizational structures and figure out what is working and what isn't. Once I've identified things I think could be better I mentally pull everything apart and put it back together until I find a model I like better. This process tends to be iterative, but intuitive which makes it difficult for me to express exactly why I think a particular way of structuring an organization makes sense.

Recently I've come up with a simple approach that brings some structure to the analysis portion of this exercise. I don't have a lot of mileage on this method but it seems worthwhile to talk about it.

This approach is currently aimed at functional areas. I believe it could be applied in a larger context but I haven't given that much thought yet.

The first step is to identify the required outputs for a particular function. Since Information Technology is my field I'll use it in my example. Lets imagine a high tech company that has two different types of internal customers. Administrative/Sales/Marketing/Operations/Etc. (ASMOE) & Engineering/Development. (ED) Both groups need IT services but their needs are going to be different. I'll discuss this more below.

There is a saying in project management that you can choose any two of "Cheap/Fast/Good". What if we apply this rule to satisfying our required outputs?

The ASMOE group needs reliable industry standard solutions that are cost effective. That need for reliability means that rolling out the latest and greatest update to a particular piece of software right after it comes out is  a bad idea. It also means that they likely have a lot of automated processes in place that are going to have to be tested and verified any time a change needs to be made. They usually don't want to know anything about the "man behind the curtain". Computers are just tools they use to get their jobs done. Throw in training and it is safe to say that for IT to effectively support this group Cheap & Good are the two best choices.

The ED group is in the business of solving cutting edge problems as quickly as possible. Time to market is often critical and having to wait six to nine months for a new piece of software or some other IT related task to be completed has the potential to cost the company a lot of money due to missed opportunities. IT Customers in this area are going to be highly sophisticated when it comes to technology and capable of solving many of their own problems. In regards to IT they will generally be looking for somebody who they can partner with to help solve complex problems. For this group Fast & Good are the two most important things. Cost should always be a factor of course but it is less important than getting good quality solutions in a short period of time.

Based on this brief analysis it's clear that the two groups listed have different needs. Trying to support both with one monolithic IT organization will inevitably lead to both being unhappy as the approach that needs to be taken to satisfy the needs of each is different. In the case of the ED group you need staff who keep up with the latest technologies and are able to move quickly. Rapid prototyping is a necessity in this space and too much process and planning is going to cause things to grind to a halt.

The ASMOE group on the other hand needs industry standard solutions that are applied in a consistent way so that the exchange of information within the company and with external partners and vendors can take place in a timely and efficient manner. To best serve the ASMOE customers you need employees who are disciplined and  skilled in gathering requirements and turning those requirements into services that are cost effective and sustainable. Time to deployment is a factor, but it is almost always less important than reliability, sustainability and cost. ITIL provides a framework for this kind of IT

We human beings love cookie cutter approaches. By that I mean we'll find some success doing things one way and then try to apply that approach elsewhere without fully understanding why the approach worked in the first place and how the initial situation differs from the current one. Bad things tend to happen when this is done. Taking a step back and doing some analysis isn't optional if you want to have any chance at success in business, or life for that matter. Making the Good/Fast/Cheap evaluation is just one possible approach. You could pick any two, three, four, etc factors that seem most applicable to a particular situation and do the same analysis.

Image via Wikipedia
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Saturday, February 19, 2011

Watson

A Venn diagram illustrating one of the weaknes...

I've been trying to figure out what I think of the technology that IBM demonstrated on Jeopardy recently for the past few days. One thing is for sure, Watson is no Eliza.

As is generally the case when I encounter something new I've primarily trying to figure out what sort of uses this technology might have and how those uses would impact how I and others live our lives. IBM has already announced that they'll be working a company called Nuance that specializes in voice recognition and clinical language understanding to develop a "Physician Assistant" over the next five years. If the two companies are successful they could help save a lot of lives. As is the case with any highly complicated job Doctors have a daunting amount of information both new and old to look at. Being able to quickly wade through that body of knowledge and find only the most relevant facts while performing a patient diagnosis would be of great value both in increasing their productivity and improving accuracy. Doctors are known for being conservative in regards to technologies that change the way they do their jobs though so it is by no means certain that this effort will be adopted even if the technology is developed and proven.

I'd really be interested in knowing what the senior people at Google think of this technology. Let's be honest,, as good as Google is it can still take a lot of effort to find what you are looking for. This is especially true if you're interest is particularly esoteric. Even common searches require a certain amount of effort as it is almost always a good idea to check two or three sources to be sure you're getting an accurate answer. Imagine being able to simply type or speak a question and get an answer along with an idea of how probable the answer was to be correct.  Wouldn't that be nice? Several years back there was a short lived search engine called "Ask Jeeves" that promised to do more or less that. Sadly the reality failed to live up to the hype and they essentially disappeared fairly quickly. You can still go to ask.com, but its primary purpose appears to be as a vehicle for delivering ads.

I’d be very surprised if there aren’t already one or more efforts within Google to try to replicate and improve on what Watson is capable of. That will likely be a tough nut to crack though as the real “magic” in Watson is the natural language parsing and I don’t get the impression that Google has a lot of expertise in that area.  I base this assumption primarily on the search results I get back when I type in full sentences. The sentences are generally not as complicated as the ones Watson had to deal with and yet it is obvious that Google makes no use of the context they provide.

Another challenge would be the fact that Watson was using a set of data that was almost certainly of very high quality. While the Internet is a wonderful source of information, there is a lot of noise out there and it is not unheard of for a particular piece of incorrect information to get replicated many times. This could make determining the correct answer to a question more challenging because garbage in almost always equals garbage out in the world of computers. I’d speculate that Watson does some amount of cross checking but again, the more noise the harder it would be to find the right answer.

While Watson is not perfect it does pave the way for other very important evolutionary steps towards a machine that might stand a chance of passing the Turing test. The code that IBM has developed would need additional functionality built on top of it to start doing things like building a body of inferences. It would also need an analog for personal memory and likely other things as well. 

I’m not sure that a true conception of “self” will ever emerge from such efforts but it will be interesting to watch and speculate. I’m much more optimistic that this will happen during my lifetime today than I was a week ago.

Image via Wikipedia
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Tuesday, February 15, 2011

iPhone Nano (Short Take)

Image representing Apple as depicted in CrunchBase
There has been a fair amount of press recently about the possibility of an iPhone nano.  The rumors claim that Apple is working on a smaller version of the iPhone that would be cheaper in order to compete with the less expensive Android based phones.  While Apple could produce a smaller form factor device with the same screen resolution as the 3GS I can see a couple of problems.

First, how well would the on screen keyboard work? Typing on the current iPhone/iPod Touch screen is a little marginal for me, so I can't see how an even smaller display would work with a virtual keyboard.  Of course Apple could include a slide out keyboard instead.  That would address the issue nicely but how much cheaper would a mini iPhone with a slide out keyboard be? Apple hasn't been hot on slide out keyboards in the past, but a different form factor might cause them to change their minds.

The second thing that makes me question these stories is that Apple is all about high margins.  Right now they are making something like 50% of the profits on cell phone sales on 4% of unit sales and there are no signs that this very favorable phenomena is going to change any time soon.  Even the early antenna woes of the iPhone 4 didn't seem to have any impact. Why would Apple want to create a product that would likely have substantially lower margins? I'm not saying it isn't possible, but it seems a bit of a long shot that they would make such a move. It might make sense in emerging markets though. If that is the intended audience then I'm  betting on a slide out keyboard.

Image via CrunchBase
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Sunday, February 13, 2011

Nokia & Microsoft, The Real Story

View of the Nokia corporate headquarters in Ke...
The recently announced strategic alliance between Microsoft & Nokia has been getting a lot of press, much of it negative. Some of that negative feedback has come in the form of a drop in their stock price, nearly 14% on Friday. All this negativity has Nokia CEO Stephen Elop on the defensive. I'm going to answer a couple of questions in this entry. The first one is, why did Nokia do this?


There are likely a number of reasons. The following two graphics will shed some light on one of the major ones.  The first one looks relatively good for Nokia.  Their market share has declined slightly over the past four years, but they are still the largest single player.  Notice how tiny Apple's share is even now, though it has been growing steadily.




The next graphic looks at margins (profit) rather than sales volumes. 




Here's where we begin to see the problem.  Notice how Nokia's profits have been shrinking steadily while Apple's have been growing? Basically what this says is that Nokia has been increasingly forced to compete based on price; and competing on price is almost never a good thing.  Particularly if this isn't the way you've been used to operating in the past. 


There are very few companies out there that like to compete on price. It's much more desirable to differentiate yourself in some other way and keep your margins high. Competing on price can lead to a downward death spiral. This is particularly true in situations where you have plenty of competitors who are smaller and more agile than you are. In the best possible outcome you are the last one standing and your margins are razor thin. You might be able to move back up market at that point but you're going to have a very hard slog. In short this isn't a fight that Nokia wants, win or lose.


So, what can they do? They've clearly failed to generate any excitement in the smart phone space where Apple, RIM & various Android based variants currently rule supreme.  They could join the Android bandwagon, but differentiation in that space is going to be very difficult.  There are plenty of companies out there making Android phones already and most of the opportunity for customization & differentiation lies with the carriers. All of which brings us to Microsoft. Microsoft hasn't had much luck selling any of their various smart phone OS's. Windows Phone 7 hasn't changed that picture much if any so far as I can tell. Still, Microsoft is a major player with significant corporate cachet.  It's easy to see why Nokia was willing to make this deal.  


Of course, that isn't the story they are telling. Nokia CEO Elop is blaming Android and claiming that Nokia is doing this to keep the smart phone market place from becoming a two horse race.  The following is quoted from this article

Wary of that development, Nokia instead decided to back Microsoft and its emerging Windows Phone operating system to make the mobile market more of a “three-horse race,” explained Elop. Because of its heft, Nokia’s decision to support Windows Phone “creates a different dynamic,” said Elop — namely, an environment where Windows Phone, which debuted just a few months ago, is a “challenger” to the forces of Google and Apple.


Apparently RIM doesn't even factor into this race according to Elop. I'm only being a bit sarcastic when I say that such an oversight may help explain why Nokia is in this mess in the first place. Their management is either very much out of touch or incapable of telling a credible story when some spin is needed. I suppose both of those statements could be true. Nokia would have no interest in making this a three horse race if they were one of the two (or really three) front runners right now.


The second question is, who has more to lose in this deal? The answer here is clearly Nokia.  Microsoft would love to see Windows phone 7 take off but given how small a part of their revenues the smart phone space is it isn't going to be the end of the world if Nokia falls flat on their faces. Don't get me wrong, Microsoft could benefit significantly given the changes that we're seeing in how people interact with the Internet but at the end of the day Microsoft still makes their money by selling applications and non phone operating systems and they have plenty of other initiatives in motion that are likely to help them maintain market share. This is a gamble that Microsoft would like to win, but it isn't life or death for them.  Nokia has much more to lose.


On the money front, I suspect that the dollars going back and forth are going to be roughly equal. The point of this deal isn't for Microsoft or Nokia to make money off of the other.  The point is to take a bigger slice of the smart phone pie and share in the profits.


Image at top via Wikipedia

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Saturday, February 12, 2011

The Value of Training

It's been a little under three weeks since my previous post here.  Two of those weeks were taken up by a class where I made an acoustic guitar.  That was a blast.  70+ hours per week of very hard work and learning but I ended up with a very nice guitar and far more knowledge and confidence than I was going to gain by myself in the next several years. This experience reminded me of the value of training.

When money gets tight training budgets are often the first thing to get cut.  It's easy to get into the mindset that training is a frivolous luxury but particularly in the technology sector it's also likely a very bad and wrong assessment. 

I've boot strapped myself numerous times on new technologies.  I've always learned enough to get the job done acceptably.  When I compare those experiences to the ones where I had an opportunity to attend some sort of training beforehand the difference is substantial.  Rather than spending a lot of my time learning the basics of the technology as I went along I was able to complete whatever project I was working much more quickly and deliver a better final product as well. 

Good quality training is a great bootstrap.  At the very least, it will save you time and money. In business taking longer to complete a task or project can have an opportunity cost so it’s reasonable to state that it might even make you money.

All of this ignores the fact that employees often view training as a desirable perk.  Taking that perk away is going to hurt morale and might encourage your most valuable people to look elsewhere.  I’ve seen this happen before.

Productive employees are a key asset to any company.  Timely and regular training helps employees maintain their edge. It’s easy to miss the signs that quality is dropping off in this area initially. This may be why companies cut here first. It's a fools savings in my opinion.