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#TechNotes: Mind your quadrants please

Technology Changes … Get Over It

Gartner's Famous QuadrantHello. My name is Adam Stanley and I have a problem. I get excited by new technology. All the time. Well, I guess that’s not really the problem. The problem is that I get bored by the constant debates about which is better. And, with all due respect to Gartner, the technology quadrants REALLY bore me.

• In 1996, there were debates about which search engine was better: AltaVista or Excite. Google didn’t exist. Now those prior leaders are defunct.

• In 2006, the battle royale in mobile phones was between the Nokia 1600 and the BlackBerry Pearl. IT departments were trying desperately to stem the proliferation of mobile devices caused by Blackberry while a little known player Samsung was barely noticed. Apple iPhone did not exist, nor the Android phones that now account for over 75% of the smartphone market. Windows Phone didnt exist (some might say they still don’t …. but they are now #2 in UK market.)

• In 2007, MySpace had more users in the United States than Google, Facebook, or any other social networking site. Today a re-birthed MySpace has circa 1 Million users while Facebook has 1.2 Billion.

• In 2009, CTOs and CIOs were negotiating with telephone carriers to help manage telephony costs by cutting some of the ridiculous charges for text messaging, especially while roaming in other countries. Today, only my Dad still uses text messaging. OK, I’m exaggerating a bit, but the big phone companies lost over $32 billion in revenue last year as users flocked to Whatsapp, kik Messenger, and WeChat.

Who is the bright red ball today?

Who is the shiny red ball today?

My point? I don’t think we need to be debating which tool is the Gartner winner. We need to discuss and determine which tool can best help us answer specific questions at the optimal cost to value ratio for our current and immediate future needs. We should not care whether CurrentTech Inc fails or succeeds unless we own part of them. And our customers don’t need to know what specific technologies we are using to provide predictive or prescriptive analytics to them so long as they are helping them make better decisions.

Don’t get me wrong, here. I LOVE technology battles. Anyone that follows me on Twitter sees this regularly with my #techwars tweets.  Those battles drive innovation via robust competition. And those battles are precisely why quadrants are difficult. Companies no longer provide one major release a year. Many push out improvements daily. Thus, the days of choosing a tool and sticking with it for ever are long gone. And when an IT team tells an internal client they shouldn’t explore an option simply because it is not the standard or the current leader in a Quadrant? Shame! Is it time for Gartner and others to update their comparisons daily or change them to visualizations that allow you to change the matrix based on your specific requirements and point of view?

Be Well. Lead On.


Adam Stanley

Adam Stanley

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#TechReview: My Blackberry Z10 Experience

I have now had my BlackBerry Z10 device for a few days and am beginning to get a sense of the device functionality and the overall experience. I am not a professional reviewer but like to share. I’m reserving my final judgement and not ready to decide for sure that I will be moving away from iPhone to this however I will say it is a pretty good device with some serious limitations I will cover.

The Hub

A big highlight in the advertising for the new device is the Hub, basically one spot where all of your email, social networking, and text messaging updates can be found. It is fairly easy to use, and quite convenient in allowing a simple view of all of the information you need to ignore (LOL) for the day. Is it absolutely amazing, best thing since sliced bread? Not really. But it is an improvement over iPhone where you would have to seperately open LinkedIn, Facebook, Twitter, email, and messaging to get the same content. And even viewing the actual apps is easier on Blackbery Z10 because you can have up to 8 applications open at the same time.

Setup for Facebook and LinkedIn are incredibly easy, by the way. And, when I set up LinkedIn, the phone asked me if I also wanted to add the email address I used for linked in to my device email accounts. I clicked ok and setup took seconds! Only question is why it did not do the same for FaceBook.

The Hub

The Hub

Email and Typing

Confident now to say that text recognition is better than iPhone. It is intuitive and suggests words not just on the letters I type but on the context of the sentence. If you start typing the quick brown fox, it knows you are about to write jumps over the lazy … pretty cool. And with some keyboard under the keyboard functionality, it learns how your fingers work and begins to correct the keyboard. So if your fat fingers always type Q when you mean to type W, it begins to shift the keyboard over to the right a little. Its coll and it just works. Plus it is SO easy to delete words and whole sentences with a slide of the finger. Finally, email addressing feature rocks. It remembers some of the last people who wrote you or you wrote and suggests they may be the ones you want to draft a new note to.

1) Annoying that I can’t just refresh to mark things like Facebook and LinkedIn updates as “read”. Drawback of the Hub is that email and social media feeds are treated the same.
2) The work/personal thing comes back to be annoying here as well as you cannot even see the work address list without unlocking Work. (See notes on Balance functionality below). This is good for those who want to let their children play with the device but since I do not do that, it just annoys me.

Balance Feature

So, on to Balance …. Balance allows you to partition your device between work and personal. This is EXACTLY what I have been looking for over the years. I carry a personal device and a work device because I just like to keep things seperate. With a swipe down from the top of the screen and a quick click of either the WOrk or Personal tab, you can go from your always open personally controlled apps and social networking things to a container that is locked down and segmented for Work. When in personal, you cannot access certain things in the Work side. And you can’t cut and paste between the two sides. But switching is very easy and only Work requires a password beyond the device password. You can choose whether to make it the same password for both getting into the device and getting into Work (though most Corporate security functions will not allow this … they shouldn’t!).

From a security perspective this function and its restrictions are great. Basically, things you do and emails you receive in your work world stay in your work world. This is very different from the iPhone experience without a container app like Good but similar to what you would experience with Good or Mobile Iron. If you have had a limited lockdown experience as many corporate iPhone users have, this Balance Feature may take some getting used to.

For instance, I emailed a photo from iPhone to the blackberry, saved it, but it is saved in work side. I kept saving it and thinking I had done something wrong because every time I tried to use it for my BBM profile photo, I couldn’t find it. It took me a while to figure out how to save a photo in personal side other than those I take with the camera.

Perhaps more frustrating is that I can’t even see my work calendar or contacts when in personal mode. To view details for an item I have to enter the work password. Again, from a security perspective, this is nice, but it can be a pain at first. Also limits the convenience of the Hub when BlackBerry Messenger is only in the personal side and the corporate version is still in beta. I assume the enterprise messenger would also be in the Hub however.

BlackBerry Messenger

BBM is pretty darn cool if you have other friends that use it. Like Whatsapp and now Facebook Messenger, it allows you to chat with contacts and share photos, voice notes, appointments, and other files less than a 6 MB. Given the ease with which you can take a video of yourself, you could send a video message as well. Strange that they did not add that explicitly as an option in BBM. The only way it seems you can send a video is to create one in Story Maker or Camera and then attach it as a file. It is easy to invite multiple colleagues to a chat and can even have a video or voice conversation.

WAY COOL application HOWEVER it only works with others that have a BlackBerry. So, it does not replace Whatsapp and/or Facebook Messenger given, frankly, not that many people have BlackBerry devices these days.

Navigation and Speed

Navigating will be hard for those uses to iPhones and likely easier if you’re coming from android or windows phone. But after a few days of using it, the peek and flow navigtion actually grows on you. And if you had an Android, I’m guessing it woudl be even easier to adapt to the BB10 gestures. Without the iOs style home button, the screen does get more space and navigation is done via any of the frame area on the device, which is pretty cool.

1) Speed going between screens in an app is a bit slow and I can’t tell if it is a network or software issue.
2) Every once and a while the screen will not rotate. Not sure what it is but it just gets locked up and no matter how I move the phone it stays in portrait mode. In some apps, like Story Maker, this is intentional albeit still annoying. But others, it just seems like a flaw.
3) The App Store is PAINFULLY slow. And then you find out why … Almost like they were embarrassed to show you the limited selection so made it open very slowly …

BlackBerry World

The good news is that many major applications are there. The ones everyone would expect: Fcebook (though not as robust as in iphone), twitter, LinkedIn, foursquare, YouTube, Adobe Reader, and of course Angry Birds. And native apps for photos, videos, and messaging are strong. Docs To Go blows most of the iphone editing apps out of the water.

The bad news is that it is still a very tiny (I mean minuscule) store compared to iphone and Android. And unless I am missing something, Whatsapp and Kindle are still not there. They announced at the launch event these apps would be supported on BB10 but not they are certainly not in the store yet. Disappointing. If the plan is they will come soon, I think it would have been better for Blackberry to wait to launch. This will hurt their ability to drive excitement.

Highlights of Missing Applications

Banking and Finance: Citibank, PayPal, Capital One, Fidelity were missing. To confirm it wasn’t just my American biased apps missing on my UK device, I also checked (and did not find) apps for any of the major UK banks. Emirates Bank was there …

Shopping: no eBay or Amazon (really????) but they did have Ocado, a winner for Uk grocery delivery. The other shopping apps were so random and obscure it literally looked as if Blackberry went door to door in several third world countries and asked for volunteers.

News: CNN, BBC News, Wall Street Journal, and Bloomberg were noticeably absent. The BBC iplayer was available though I must admit I’m not a big fan of that poor navigation system from BBC. Many of the dailies were there, including the London Evening Standard.

Communications: I did not find Skype, Whatsapp, or Viber. No yammer. No ooVoo.

Travel: No TripIt, TripAvisor,, American Airlines or seat guru apps. Lots of off small apps but none of the big ones available on iPhone and Android. and, sadly, my ESSENTIAL Hailo app for booking London taxis is not there yet. That is a must before I give up the iPhone.

Most disappointing to me was THERE IS NO KINDLE APP. But, overall, I am highly disappointed in the apps available. This may be a known limitation for long term blackberry users but having been with iPhone for the past 4 years or so, sorry this is a nonstarter.

Oh, and No Google Maps but thus far the native map application seems at least to be better than the awful one embedded in iOs 6. And it has voice instructions. Only issue is that it is very very very slow to get started. Not sure if that is a network or device issue.

Music and Movies

Noticably weaker than the missing apps is the limited entertainment options in the store. That said, whilst the music and video stores are embarassingly limited, this does not matter as much to me as the missing apps. I thought perhaps I had put on a filter of some sort as the television shows available were the common ones that seem to be available EVERYWHERE. There is literally not an online service (or airline) in the world that doesn’t offer Modern Family, American Dad, and How I Met Your Mother…. and I’m just not interested in either! This must drastically improve before there is an easy move from iTunes. Especially given thus far, I can’t transfer my iTunes content to the new device. That’s Apple’s fault, of course, with their proprietary format. #Annoyed. I bought it and should be able to use it wherever I want to …

Social Networking

Integration of social networking into the device is great, with four easy icons automatically added on the home screen and easy setup. The tiles allow uyou to have multiple social networking sites open on the phone at once, which is great. And Hub gives you all of your updates in one place.

1) Facebook – Inability to hold down on an image in Facebook and save to the phone is frustrating. Inability to add photos to an album from within the app. Also, if I did not tag a photo when uploadng it (via another device or my PC), I cannot tag it using the Blackberry Facebook app. Nor can I edit tags in the app.
2) Twitter – Cannot edit my profile to change text or photo, nor can I add another Twitter account so that I can easily change between, for instance, a work group and personal twitter handle. Both of these things I can do on my iPhone.
3) LinkedIn – just not as good as the one on iphone. Navigation and content limited.

Summary of the Good

1) StoryMaker is really really cool. So easy to take photos, add music and quickly create movies for sharing via text, email, Facebook, YouTube, etc. My family and friends will likely get quickly tired of my photo montages.
2) Navigation is fairly easy once you get used to it and it is great to be able to easily switch between applications that remain open (up to 8)

20130203-214452.jpg3) Calendar is great, with nice view of individuals in the meeting and any connections you have with that person (email, LinkedIn, etc). It also has lists of any emails relating to the meeting, and shows adjacent events in an easy view.
4) The Hub is convenient and allows for easy view of all of the information overload with which we must deal.
5) Screen size is fantastic and the images are fairly crisp. I want to try it out for watching a movie or TV show but of course the options are crap so I will wait on that!
6) Nice browser experience with easy to use navigation and settings.
7) FLASH!!! Yes, I know people have moved on but it sure is nice to be back to a device that supports Flash.
8) Ability to make calls and conference calls very easily from the address book, home screen, within calendar entries, etc. Also I forgot how much I had missed the ease with which Blackberry integrates into corporate conference call systems with the ability to program the number and password in a calendar or contact book entry.
9) The size, weight and look of the device. Cooler than any BlackBerry ever and just as cool as the other phones out there today. Smaller than a Nokia 920 and just slightly bigger than the iPhone 5.
10) Proprietary without being annoying like Apple. I can use a standard micro-USB charger!

Summary of the Bad

1) App Store is pitiful, with many critical apps missing. I mean truly truly truly pitiful.
2) App Store
3) App Store
4) Music store is limited.
5) Movie and television show options are limited in a really sad, almost pathetic, way. BUt I could deal with this if more content services were available on the device. Most of what I watch on my iPhone is via CNN and BBC news apps, neither of which are available on this device.
6) BlackBerry Link, the tool with which you sync your device with your PC, is not intuitive, has relatively poor navigation and just doesn’t have the functionality and convenience out of the box that iTunes has. ***Update 5Feb12: Finding this is more of a user education issue. Having been 5 years since I had a blackberry, the Link functionality is different. Getting used to it now. This is not longer viewed as a weakness as much as a reminder of the annoying proprietary nature of iTunes and the iOS ecosystem.
7) While the camera is nice, and the new functionality pretty cool, the quality of the photos thus far did not seem as good as the iPhone 5, or even the iPhone 4G.
8) I REALLY miss the screen capture functionality of the iPhone. This is key for sharing some things and even for this blog, I had to go online to get photos of screens on the device that on an iPhone I could have gotten via screen capture. ***Update 5Feb12: User education issue, pointed out by Paul in comments below. I can do this, just had to know how. Nice!
9) Going between apps and sometimes opening them in the first place can be somewhat slow.
10) Nothing further found to dislike thus far…..

Overall, I think this is a great looking device with some cool functionality and special features. It is slick, relatively easy to use, and has fantastic blend of the good things from iOs and Windows phone with a bit of Android thrown in. Call quality and camera are strong and integration with social media is superb. But the app store will make or break this device. Without apps, Blackberry will remain “great for email”. And for those that truly just need a device for email, the Z10 is still not the best for them (though the pending Q10 may be).

So I would say the jury is still out. I love the device and really want to consider it for permanent iPhone replacement. If Kindle, Whatsapp, skype, TripAdvisor, Amazon, Hailo, and a few more critical missing apps are added to the store, I will definitely consider it and be happy to revisit this review. For now, I’m in “Neutral” on the BlackBerry Z10. ***Update 5Feb12: Neutral trending up.

If you have tried it out, I would love to hear what you think! Post your comments below.

Be Well. Lead On.


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Blackberry 10 preview

From the BlackBerry Experience launch even in London at Old Billingsgate – 30 january 2012.

So this will be my first real-time Preview blog, reviewing SOLELY based on what is presented at the launch event. I reviewed iOS and Apple devices before and have been saying for months that I am moving on from iPhones. so the question remains where will I go? I will review the actual phone next week.

Windows Phone? Blackberry? Samsung Galaxy? Would love your thoughts!

Rough thoughts on BlackBerry10 based on the launch event:

BBM video chat – yet another option to compete with Facebook but perhaps more to kill upstarts like Viber and Whatsapp. But like iPhone messenger, value limited to Coms with other blackberry users.

Blackberry flow is awesome
Great folder organising scheme
Easy integration into tasks in outlook

Great camera and photo editing will compete with Instagram. Including really cool story maker tool that takes photos, music, and editing tools to quickly make videos.

Great work on apps with Skype, whatsapp and other competitors still working.
BlackBerry World now has all apps, music and movies like iTunes.
And you don’t have to reboot after installation.
Cisco webex

By end of February tests done everywhere. US market price plans and preregistrations today. Avail in March.
Canada available in Feb 5. In UK blackBerry Z10 will be available this week. Very impressive for UK team (kudos Rob Orr) as O2, EE, Voda, car phone warehouse, and more will all launch tomorrow.

Alicia Keys as global creative director of BlackBerry? That’s a bit odd … Interesting new marketing partnership.



Be Well. Lead On.


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Service Desk and Support teams everywhere … YOU MATTER!


This week, I had a very unique opportunity to be “on-boarded” twice. My new role is based in the UK however I have a base in Chicago and, at the end of the day, a US contract. Thus, my first day was in Chicago and my second day was here in London. As I reflected on my first two days, something struck me that I thought was worthy of mentioning here. Both days, my first significant contact was with Technology team members. Not the strategy or planning sessions, or beginning the challenging work with which I have been tasked. Those start tomorrow. Specifically, I am referring to the service desk and support guys that actually helped get me setup with my “kit”.

Think about it: the last job you started likely involved use of some end user technology, be it a phone, laptop, iPad, or otherwise. Before you began to work your first deal, draft your first work plan, or respond to your first company email, you were likely setup by someone in Technology at your company. And that experience may very well have established your impression of technology at your firm overall. Regardless of how small a portion of the technology budget is actually spent on end user support, this is sometimes the only part of IT to which the majority of your teams are exposed. And I have seen AWFUL on-boarding and support processes, including from large outsourcing vendors that claim to have expertise.

And as I reflected on this fact, I also considered the age old question of whether business and technology have an effective relationship and whether technology can actually drive and influence decision making. And I say “absolutely”. And, frankly, it starts Day 1. And thus, service desk and support teams everywhere must take note: you matter much more than you may ever think. Yes, you deal with some of THOSE clients whose major problem is that shortly after they learned to pose their thumbs they were given a computer with a plug and no instructions. But you also deal with the closet techies that yearned to be the next Bill Gates or Steve Jobs before becoming actuaries. The one that built a program in DOS years ago before she decided to go back to law school. She was so proud of that program! The HR leader who admits to not knowing much about technology that simply begs for it to be as easy and user friendly as possible so she can help her clients recruit, train and retain talent so critical for the success of the firm. And yes, also that Finance major and banking strategist that spent 10 years in consulting before taking technology leadership roles and finding out how much he loved working with tech teams. For all of these users, you have the opportunity to frame their experience from day 1. And what a difference you can make!

Every five minutes you have with a CFO, you have the opportunity to represent your technology organization to an extent few others will ever have with that leader. You can listen to complaints and offer solutions. You can share their excitement talking about a new technology then work with the rest of the Tech org in finding ways to leverage that excitement for new solutions and services. You can make executives “happy” enough that perhaps the day we have a major sev 1 outage, they are stressed and concerned but not on the warpath. Because they know we care and that we realize the roll technology plays in generating revenue and sustaining profitability. You might just get them smiling right before they go to that special funding review meeting!

Like police officers in many urban centers, you don’t always get the glory. You are typically understaffed and insufficiently empowered. You get yelled at more than you get praised, and sometimes it may just seem that you have the most thankless job in Technology. But, goodness, YOU MATTER! And for me personally, you mattered this week. To Carey, Neel and Tom, a hearty thanks. You made my two days of on boarding easy and I can be productive from day 1 thanks to your help. You may never know just what that added productivity enabled for me, or for others. But you should know that it made a difference. You made a difference. And every call you take, every desk you visit, whether your clients say it or not, you continue to make a difference. And for those who do not, I say thanks.

Be Well. Lead On.


Adam L. Stanley | ALSWharton Connections
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Apple iOS 5

#TechReview: Initial thoughts on Apple iOS 5

IMPORTANT UPDATE: No features, no matter how great and wonderful, can make up for a crappy battery life on mobile devices. I am now contemplating rolling back to an older backup. This stinks! I RECOMMEND WAITING FOR APPLE TO FIX.

200 new features? Should I care?

Update 10/16/2011 POST UPGRADE OF IPHONE
Honeymoon is winding down and I am finding the pet peeves and some confirmations of love.

Syncing Joy
I just added a record to my iPhone via Card munch, yet another LinkedIn app made for iPhone but not iPad. The entry was updated in iPhone then immediately synced to iPad vi the iCloud. Awesome. Of course blackberry did that five years ago and Microsoft windows mobile does it as well but …. Better late than never.

Syncing issues
roh!!! iCloud resulting in duplicate everything. I am now paying for the workarounds I had to do while unable to sync to the cloud. iCloud is not smart enough to see that the calendar on my iPhone is exactly the same as the one on my PC and thus exactly the same as the one on myiPad. Thus, most entries appear in my calendar THREE TIMES!

Splitting Keyboard is obnoxious
Annoying and strange. The device is till way too big to hold in your hands like an iPhone so the split keyboard functionality makes no sense to me. I also keep accidentally splitting the keyboard which is VERY ANNOYING!!! I cannot overstate how much I DETEST the slitting keyboard. In the midst of this update, my keyboard has split three times.

Update 10/16/2011
I still like the update a lot and am now ready to take the risk with my iPhone. I am more excited than before about the syncing. It is great to buy an app on either device and it magically appears on the other devices and on my PC. I am becoming less of a fan of the notifications. I think Apple should have made the default NO notifications and allowed you to add as you wish. It starts out REALLY annoying and you have to go app by app to customize and turn things off. And there are so many options, you think you have turned everything off and then up pops another notification.
I also have found several apps have made pretty cool updates for the new iOS, a nice touch. I thought I would like the “When I leave” functionality more but now think it will be a novelty more than anything else and I will use Wunderlist for reminders and tasks. I need to experiment with the Reader a bit more. Still seems cool but I have yet to fully test it out.
Day by day I get more annoyed by Newstand and the fact that it is so hard to get rid of the darn app and icon. I DO NOT WANT YOU Newstand!

Original Post 10/14/2011:
As I tweeted earlier this week, I am testing the new iOS 5. Testing on iPad first. While I can do without my iPad, my iPhone is indispensable so i will try to test it for a few days before upgrading the phone. I will update this blog post as I discover new features I like (or do not like) as well as when I finally test it on my iPhone.

Things that I like thus far:

Nothing annoyed me more than having to leave my iPad attached to my PC patiently waiting for the newest iOS upgrade to download and install or to sync my contacts, apps, and music. Sync via WiFi will allow me to get rid of some cords attached to my PC. (yes, I have a Win7 PC…)

Also, I can finally sync my calendars. Up until now, I would have to accept an invitation on one device, sync that to my PC via USB, then sync my other device to the PC. I opted to use gmail calendar but did not want to have to use that generic email address instead of

“When I leave” reminders
AWESOME!!! I typically try to add todo items to my calendar at times I expect to leave the office. I HATE having to put “pick up eggs, go to drycleaner, stop by H&M for boxer briefs” in the calendar my assistant and many team members see! Until now, however, the reminder function was weak in prior versions of the iOS.

Safari Reader along with twitter integration

Safari Reader

Safari Reader

Yes!!! The ability to find, read, and share content both between devices and with connections on Twitter is greatly enhanced by the new Safari Reader (sorry Google) and native Twitter support in the new iOS. I love that they connected Twitter to my contact book and I was able to search my contact book, and add twitter handles and photos automatically.

A helpful guide I found online for using the new Reader is here >> Safari Reader

Notifications in iOS5

Notifications in iOS5

Notifications and Banners
I like the new notifications center. This was a function on my Droid 2 that I actually liked. It was great to be able to see at a glance all that was going on without having to open each application. The iPhone version, better than Android if I recall, allows you to customize which apps are shown, how much, and in what manner. In the prior iOS, it was annoying that some banners would pop up and you had to act on them to close the message. With the new version, you can choose to have a banner appear at the top and simply disappear with no action required. If I leave my iPad laying in the kitchen locked, its nice to have Facebook and Twitter notices show up but it was really unnecessary to have them stay there until EVERYONE that enters my kitchen can read them or I close it. It’s also nice to decide which notifications can be seen when you are away from the iPad and it is locked and which only show up when you are active.

Moderately useful …

Photo Editing
When I take a photo and want to share it on Facebook or Instagram, I often have to paste without cropping, and often the photos have redeye. When I get home, I then edit the photo and reupload it from my PC. The fairly basic editing functionality built in to the new iOS helps reduce the bad photo posts. But, it is VERY BASIC. You can crop, you can remove redeye, and they have an autofix that as far as I can tell makes your photos worse everytime.

Now, what I will likely NOT use…


imessage_iconThis feature has been touted for so long that I almost forgot it was coming. It was promised to be what ends all text messaging and loses millions in revenue for AT&T and other iPhone partners. Not so sure. With AT&T I pay a flat fee every month for unlimited mobile-to-mobile calling and unlimited texting to anyone on any network. I do not have to know whether my friend has an iPhone, Droid, or Windows phone when I want to send them a text or photo. I just do it. I have zero interest in using this new tool if it only works if the person on the other end has also set up the service on their iphone. I can also do the exact same things with Facebook, whose app already works fairly well with the iPhone and iPad.

Like iBooks, an also ran to Kindle, completely unnecessary with Kindle or even Safari access and individual apps for the newspapers I want to read. I am annoyed they make it so hard to delete the icon or put it into groups with other icons.newsstand_icon

Sounds ABSOLUTELY FANTASTIC but is only available with 4s phone. I will not be buying the new iPhone until my iPhone 4 is end of contract with AT&T so will miss this smart voice recognition feature. Interesting that in this case, Apple is stealing thunder from Microsoft’s mango software on the Windows Mobile device.

Find My Friends
If I want you to know where I am, I will let you know. This new feature creeps me out and I imagine it will be featured on episodes of “Cheaters” or “Spies like us” as people take advantage of people who neglect to appropriately filter this feature. Not everyone in my Contact book is a “friend”.

Must wait for iPhone to test…

Custom vibrations and ringtones
One of the few things I miss about my BlackBerry is the ability to create VIP contacts thT ring differently AND can have different vibrations (for example:1 vibration for annoying people, 2 for my team, 3 for my boss and family). The LED blinker and this custom vibration will be great for me and other former BB users. The ability to customize text message ringtones ROCKS so I’m excited.

Still missing …

Photo Sorting and Folders
I hate that I still cannot move photos to different folders on the device, and that the only photos I can delete are those that are in the camera roll. I have created folders of favorite photos on my PC. They are synced to the device. When I take a photo on my iPhone or iPad, I would like to be able to move them to these special folders. Instead, I have to RETURN TO THE CORD. I have to connect to my PC, copy the photos from the device, then paste them into the folders for another sync. Annoying.

More to come….



Adam L. Stanley
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Vendor Relationships: Experts or Frauds?”

Vendor Relationship Critical Partnership Element #1: Expertise in new technologies

I recently ran an informal poll on LinkedIn that asked a relatively simple question:

Today’s IT leaders depend on a plethora of new players to drive change. What should CXOs most look for in a partner?

Here are the results ….

Aiming to cover each element in a separate post, I started with cost, which recieved a whopping ZERO in the poll as everyone said it was critical but not differentiating. John Vincent of Broadgate Consultants LTD guest blogged on Trust and Integrity.  The second lowest vote getter, “Expertise in new technologies”, is my focus today and I will call this blog post “Experts or Frauds?”

Two Key Initial Thoughts

1. We don’t always care if you’re an expert if we don’t know you

I receive hundreds of emails from vendors asking for a bit of my time to tell me how their ground breaking technology can enhance productivity, reduce costs, increase flexibility, and otherwise demonstrate value through an era where technology changes daily. But, how important is “expertise” when selecting a vendor partner? Do you really want the BEST person in a particular area of technology even if they know nothing about your business? According to my poll respondents, and several people with whom I spoke, the answer is ABSOLUTELY NOT. Thus, this was a very low vote getter in the poll.

2. It’s hard to validate who the true “experts” are

Even if you could get beyond the fact that someone you’ve never met wants you to spend millions, tech expertise is frankly hard to prove BEFORE an implementation. As Peter Shankmen noted in his 2009 article in the early days of Social Media, for most new technologies, “there is no endorsement or accreditation to set apart legitimate industry leaders from bandwagon opportunists.”[1] The fact is, technology changes so frequently expertise is hard to quantify, and therefore its hard to separate the experts from the pretenders.

At Aon, we implemented the Microsoft BPOS suite of collaboration tools for colleagues around the world. When we began to consider the initiative early in 2009, there were few companies of our scale and size that had completed a migration to the full suite. None of our vendors could clearly demonstrate they had roadmaps nor tried and tested strategies for implementing BPOS.

Vendor Relationship Tips for CIO/CTO – Expertise

I sought out a few experts who have been on both the provider and client side and asked their opinions. With their input, I’ve generated this list of tips on how to manage vendor relationships based on expertise.

1. Focus on relationships

The pace of change in technology is so great that experts are harder to find and harder to prove. When in doubt, I ALWAYS try to work with trusted partners first. If a firm has consistently proven trustworthy and competent, they are more likely to perform well again. While every problem is different, core aspects of problem solving are repeatable. A focus on relationships of trust and integrity takes away some of the risk before the first day of the project. That said, your “regular” firm may not have skills in the area in which they are needed.

A good partner firm will “buy” and “build” new expertise but admit when they should opt-out.

Slalom Consulting Managing Directors Nate Roberts explains that “There are times when you need to go external and ‘buy’ expertise to respond to a trend or regulation, but, as a growing organization, we want to develop / ‘build’ our own talent. What makes our organization attractive are the career development opportunities and the investment we make in our employees. We like to build internally, but will look externally when necessary.”

A trusted partner is willing to admit when they lack a certain skill. You as the client have the opportunity to either continue to work with the partner and find ways to augment their skillset or find a different partner with whom you are less familiar. If there is expertise within the firm, go for it. Law firms, for example, frequently have junior lawyers cover cases with “supervision” of senior attorneys. But you need to know that the expertise is strong enough to be a foundation.

“In today’s business climate,” Slalom’s Director – Organization Effectiveness Brian Tacik said, you need to hit the ground at cruising speed with the support necessary to be efficient, effective and more importantly without mistakes!” Several missteps in one of our major projects last year were caused by a vendor that frankly tried too hard to “learn on the job”. In the end, neither party of the relationship wins when there is no honest assessment of expertise, friend or not.

“If that mutual understanding isn’t there, more often than not, it will not be positive for the partnership or lead to success for the client,” said Tacik.

2. Make sure you understand what expertise you actually need

In hiring a consultant a consultant the key word is “hiring”, said Scott Abbey, Senior Advisor at Eleven Canterbury, LLC and former CTO at UBS AG. “The fact that it’s short term or project based really shouldn’t matter and I would expect to use similar criteria,” he said. Depending on the project, Abbey might value direct experience and expertise more or less than other criteria. For example, he referred to a benchmarking exercise where benchmarking expertise was critical but when hiring for an organizational strategy role, general management experience and a track record mattered more than specific organizational strategy expertise.

In planning a major implementation, ask yourself do you need expertise in the technology domain, knowledge of how to use that technology in your particular industry, general knowledge of the vendors that provide the technology or all of the above? Is it critical they know the base code or just how it has been used to solve business problems? Do you need them to be a “Gold Partner” of the relevant software firm or is it better they be independent?

Most importantly, you must know your particular strengths as a good partner will be complimentary to skills you have on-site. We had great technical and architecture resources on our team when we built our new global network, but we needed a partner that knew local country providers, emerging security concerns, and had the ability to implement global change programs. Choosing a partner that is only good at the things you are good at is a recipe for failure. Picture both of you eventually having to do a lot of “on the job training”.

According to Slalom’s Roberts, “Success is not driven only by technology implementation, but with the holistic solution.” Thus, companies should remember that expertise in a particular domain without sound fundamental skills simply does not work.

3. Do your research

The Slalom Perspective: To be an ‘expert’ requires years of practical experience that creates knowledge and skills that can be demonstrated readily to clients. Expertise also needs to include both tales of success and tales of overcoming adversity. Credentials and certifications only validate that someone has studied for and passed a test, frankly. Our clients are less interested in hearing about what someone read in a book or what cert exam was passed and more interested in hearing about similar experiences.

If you are using a reputable firm with a myriad of available resources, review the qualifications of the team put together specifically for your initiative. Have they published any articles or studies on the subject matter of your business? Have they completed similar projects of a like scale and complexity. Are there other people in the industry that regular cite them as experts? Do they offer personnel with the necessary certifications? The right person and firm will not only understand their domain but also have the ability to relate to you, at least at a high level, how your business problems can be solved using their particular technology.

I have worked with one large consulting firm before and had to swap out multiple resources. While the firm had strong resources in house, none of the true experts were assigned full time to our initiative and thus we got the “rookies.” Ask the firms for explicit commitments on resources. Who will be assigned to the project and how much of their time will be committed? Get a chance to meet a few of them face-to-face and test their individual knowledge.

Every project requires a mix of skills and balancing the strengths and weaknesses of the team members, according to Abbey. However, Abbey disdains dictating team members or subcontractors once you’ve qualified the vendor. “I never want to be in a situation where there is a problem and the consultant or vendor has an easy out by blaming my choice, “Abbey explained.

If the firm is not a known quantity, expect to do a little more due diligence. Expertise is best determined using a variety of means: credentials, focused interviews, reference checks, and general market research. All of these methods must be used as someone may be fantastic at selling you on their expertise despite having no real track record of success. Which leads me to the next point, very important today …

4. Look for obvious signs of fraud

In his article, Shankmen provided a list of ways to tell your social media expert was not really an expert. The first two are applicable to ANY new technology in my opinion.

– They call themselves an evangelist, guru or expert, and no one else does.

– They use “expert” or “evangelist” or “guru” or our personal favorite, “influencer” as any of their user names

“Calling yourself ‘visionary’ is akin to saying, ‘I’m so attractive!’, tweeted Lew Cirne of New Relic, as it “may be best left to others to say.”

I am truly amazed at how many self-appointed gurus abound on Twitter, FaceBook, LinkedIn and other such sites. There are THOUSANDS of social-media experts on Twitter that have relatively few followers. Can they truly be called experts if they can’t build their own following? What is even more interesting is when you click through to their bio and see they really have no practical experience succeeding (or failing) in the space. An expert in BPOS (nee Office 365) that has never experienced the joys and pains of a global implementation is really not an expert.

Robert Caruso, CEO/Founder of Bundle Post, responded to my questions about expertise and suggested that within social media, there is really no such thing as an expert. “The medium is moving so fast and changing every single second,” Caruso said, and thus “it is impossible to be an expert.” Furthermore, he added, “Credentials do not matter. What have you done, what are your results are all that matter. If they can’t do it for themselves, how can anyone reasonably expect they can do it for or consult you to do it for [your firm]?”

You should check out Robert’s blog on what he calls Faux Experts and the resulting attention it got.

5. Ask the vendor to “invest” in and take on risk within the initiative

How can a vendor convince me to work with them in the implementation of something that is so new that few people actually have experience? They can absorb some (or most) of the implementation risk. If they have other skills that are valuable and more known quantities, they can include those resources at a reduced charge. New technology should be an investment for both the client and the partner and firms such as Slalom are willing to price programs in such a way as to demonstrate this shared investment.

My experience both on the client side and provider side of major projects is that getting the vendor partner to take risk will be somewhat limited but critical. The newer the technology and the smaller the firm, the more difficult it will be for them to take risk. On the flipside, your bargaining power is greater with the smaller guys that depend more on each dollar of revenue. It’s usually impossible to get vendors to commit to any risk beyond their billings, according to Abbey. At a minimum, a strong incentive for performance to commitments is a payment schedule tied to successful completion of specific, defined deliverables with pre-agreed acceptance criteria.

Which is Most Important?

All five of the characteristics are important!! Critical!! The perfect vendor should have all five of the characteristics, but in the era where there is a new technology, a new tool, some new social media outlet popping up every day, which would YOU put FIRST? I would love to hear from you! Send me a tweet or post your comments below.

In relationship,


Vendor Relationship Series –

“Trust – Guest blog by John Vincent of Broadgate Consultants” | “Have you MET the CFO? | “Experts or Frauds?”

[1] Is your social media expert really an expert? | Peter Shankman –

Vendor Relationships: TRUST must be EARNED and SUSTAINED

Vendor Relationship Critical Partnership Element #5: Demonstration of Trust and Integrity

I recently ran an informal poll on LinkedIn that asked a relatively simple question:

Today’s IT leaders depend on a plethora of new players to drive change. What should CXOs most look for in a partner?

Here are the results ….

Webster’s dictionary defines trust as the “assured reliance on the character, ability, strength, or truth of someone or something.” A favorite quote sums up the importance of this small word.

“Trust is like an eraser, it gets smaller and smaller after every mistake.”

Thus, it was no surprise to me that so many people in my poll rated this element as the most important trait to look for in a partner.

I’ve blogged on some of the elements that garnered the least votes but the most comments as being “table stakes”. To cover this important Trust element, which tied for first place, I’ve invited John Vincent, a founder of Broadgate Consultants Ltd based in London, to guest blog. In his post below, John speaks of an equation used in assessing trust and highlights a critical point that Trust is not easy to come by. Trust, he says, must be both earned and sustained. If you are a vendor or IT partner, I’m hoping his perspective will help you keep YOUR trust “eraser” nice and strong. If you are a CXO, I hope it helps you know what to look for in assessing and building relationships with your partners.

I pledge to listen harder.In Relationship,



By John Vincent, Broadgate Consultants Ltd.

Recently Adam L. Stanley (@ALSWharton) ran a very interesting poll on LinkedIn around the theme of technology change with the question, “What should CXOs most look for in a partner?” (See above for results). Of the 5 categories, ranked equal first alongside Implementation and Execution was Demonstration of Trust and Integrity, with 43%. It is this theme that I’d like to explore.

To be truly considered a trusted advisor to clients and colleagues the status has be both earned and sustained. At the optimal level, it is a symbiotic relationship between CXO and partner i.e. “A relationship of mutual benefit or dependence”. So many times we see this relationship distorted or the balance skewed, such as contracts where the partner either “buys the deal” or has commercials tied down to a level to which they cannot deliver. Familiar? Or global partner agreements that are driven from a success in one business domain which is then “shoe-horned” into a non-fit for purpose world. Seen that?

The Trust EquationTrust

The Trust equation talks about it being the sum of Credibility, Reliability and Intimacy divided (or diluted) by Self Orientation. It is a good general measure. Without going into the mechanics and metrics, let’s look at the constituent parts.


This area is most commonly achieved in a relatively moderate amount of time. The quantitative aspects, or believability, can be established through demonstrating technical capability and advice, or checked through references etc… The softer side, such as honesty, is more related to comfort and rapport. In the survey it is also strongly related to Integrity. In the CXO – Partner relationship this can be eroded through traits such as over exaggeration, anticipating needs rather than listening to the problems and promising, or over stating, capability which doesn’t exist. I saw a colleague a few months ago who had moved from the client to the supply side – she was very unhappy at the practice of claiming non-existent service capability and subsequently resigned.


It is taken as given that partners should be reliable, demonstrate consistent behaviours and be dependable. Right? However, the CXO vocabulary is littered with anecdotes of partnership agreements gone bad. We hear a lot of talk of the “A Team” at the outset being swapped for the “C Team” during execution. Or surprise that the bread-and-butter services of some of the big partner firms turn out to be far from expectations or developed “on the job”. And remember it’s not uni-directional. Reliability also applies to the client side in the relationship. For an effective and efficient model there are obligations on both sides. Reliability applies all round in areas such as communications, timeliness, clarity and consistency.


Managing change in today’s climate has never been more difficult. CXO’s should seek trusted partners that they can engage with on a different level to drive often challenging agendas. In a true partnership, both sides should be open to explore solutions without keeping important information in the “back pocket”. This includes being clear in the blockers and issues on both sides – whether that is internal client constraints, desires, commercial goals etc – as well as limitations or short falls in delivery on the partner side. Difficult, yes? But if the personal things relating to the engagement get shared it can bring an emotional closeness to benefit all. Of course, this takes more time in terms of the trust equation.

Self Orientation

This is the main source of dilution in demonstrating trust. Partners who have a tendency to jump straight to a solution without listening, claim the higher intellectual ground, fail to grasp a CXO’s motivations, or are openly more interested in themselves or “the deal” will quickly destroy any of the good parts of the equation. We’ve all sat in front of partners where it is clear that they are “winging” an answer on the basis that time back at the office will allow for a veneer of credibility to be placed over the proposal. Also, an over willingness to drop in a catalogue of high profile names or organisations where they have had market leading proposition or success can be another example of excessive self-orientation. Really…Let’s take a look at some of those in more detail…can we see the Case Studies ?…talk to the CIO ?

The demonstration of Trust and Integrity in the CXO – Partner relationship is very important. The old “safety net” practice doesn’t stand up to scrutiny anymore. I am not surprised by the results of the survey and hope that we at Broadgate can continue to keep at the forefront.


John Vincent
Broadgate Consultants Ltd
21 New Street
London EC2M 4HR
Linkedin/broadly speaking

Which is Most Important?

So, which would YOU put FIRST? Subscribe to this blog or come back for discussions on all five of the vendor relationship characteristics. Meanwhile, send me a tweet or post your comments below.

Vendor Relationship Series

“Trust – Guest blog by John Vincent of Broadgate Consultants” | “Have you MET the CFO? | “Experts or Frauds?”

Vendor Relationships: Have you MET the CFO?

Vendor Relationship Critical Partnership Element #4: Ability to invest / Low Cost Providor

I recently ran an informal poll on LinkedIn that asked a relatively simple question:

Today’s IT leaders depend on a plethora of new players to drive change. What should CXOs most look for in a partner?

Here are the results ….

My next several blog posts will focus on each of the possible answers and share my thoughts, along with those of my respondents (public and otherwise), on why each of them are in fact critical.

I start with the one that not surprisingly received NO VOTES from my vendor-heavy polling group, “Ability to invest / low cost provider” and I will call this blog post “Have you MET the CFO?”

Why Cost Matters

  • The IT department has become a crucial partner with the business units to achieve greater ROI (return on investment). With IT costs being a significant chunk of shared services costs for the typical corporation, there is tremendous visibility on effectively managing these costs.
  • According to a 2010 survey from Gartner and the Financial Executives’ Research Foundation (FERF), The CFO is increasingly becoming the top technology investment decision maker in many organizations. The study concluded that “CIOs must understand the impact their CFOs have on technology decisions in their organizations and ensure that they are providing the CFO with the appropriate understanding of technology, as well as communicating the business value that can be achieved.”
  • Every CTO or CIO has had at least one conversation in the last 24 months where he or she was asked to “discuss our objective to reduce overall IT costs by X% while maintaining or improving service quality and supporting our business growth.”
  • While there are MANY CFOs out there that have significant experience in technology, all too often CFOs view IT as a cost-center only, a shared service that is ripe for chronic annual reductions with or without regard for quality of service or innovation.
  • According to a 2011 Gartner/FEI study, only about a quarter of the CFOs surveyed had confidence that their own IT organization “has the organizational and technical flexibility to respond to changing business priorities,” or “is able to deliver against the enterprise/business unit strategy.”
    • The survey showed that CFOs “are inclined to invest in technologies where competitive advantage can be demonstrated, analysis and decision-making is assisted, or efficiencies and cost reduction are achieved.” See more

The fact is, no matter how much you want to pick vendors that have the coolest tools and the most trustworthy teams, each technology investment MUST generate positive return for our company. And, while there are SEVERAL factors in ROI, cost remains one of the most visible, even if not the most impactful. To get the attention of your CFO and thus your top management overall, you must be prepared with a cost effective value driving solution. So, a vendor that wants to bring something new to the table will often be asked to invest in the relationship by significantly reducing cost of entry for the client.

Vendor Relationship Tips for CIO/CTO

Yes, cost is critical, and yes vendors must realize this and be prepared to make an investment in a new relationship. That said, here are my thoughts on how the CIO/CTO should work with vendors to create win-win relationships.

1. Think about the marathon. Is this vendor someone that you want to work with in the future? Remember that a buyer’s market will ALWAYS become a seller’s market.  Payback is a …. Bummer.  The recession may give you the upper hand now but when markets rebound, memories are long and you may be on the other end of the negotiating table. Think about the relationship as long-term and act accordingly. Negotiate in good faith, with integrity, and with fairness.

2. Remember tradeoffs. As you’ve often told your CEO/CFO, cost and quality are inversely relational.  Do you really want to negotiate so hard your vendor has no ability to make any profit, thus forcing them to cut corners, bring junior resources, or otherwise fail? We signed a deal recently that we estimated would save us “an insane amount” in a particular area of our infrastructure. We squeezed the vendor so hard that the project was, frankly, a nightmare. The disruption to the business, the rework and errors, and the added costs to bring in additional resources took away much of the savings. Neither our team nor the vendors were happy in the end.

Mark Church, who was my Account Manager at Cisco when we awarded them “Vendor of the Year 2010”, said it best in his response to the poll:

“I think one must evaluate both sides of the equation: Is it better to be the lowest initial cost, or the solution with highest return? Whenever possible, partners must strive for both but should be rewarded for driving transformation through innovation.”


3. Be authentic and honest. If you have trust in this vendor (and given this was in the top two responses in my survey I’m guessing you agree this is important), you should openly discuss cost challenges and ways the vendor may help your business. For years, I have had a practice of writing my annual cost reduction target in large numbers at the top of my office white board. Every vendor partner that meets with me can see the target. Vendors that are part of my strategic partner circle actively and regularly come prepared with ideas for helping me achieve the target.

I am proud of the relationships I have built with my vendors over the years and very much appreciative of the investments they have made to help me drive value for our clients. Most importantly, I hope they would all work with me again in the future based on the relationship we have built. While no one voted for “Ability to invest / low cost provider”, I would argue that perhaps that is because this more than the others could be considered “table stakes”.  If you are so expensive I could not even begin to bring your technology to our executives – especially the CFOs of the world – trust, execution skills, and business knowledge just will not matter.

Which is Most Important?

Founder and CEO of New Relic Lew Cirne (twitter @sweetlew), said he was torn in making a selection. “Great list of options, nearly all are critically important,” he wrote in his comments after voting. I agree completely! All five of the characteristics are important. Frankly, the perfect vendor should have all, but in the era where there is a new technology, a new tool, some new social media outlet popping up every day, which would YOU put FIRST?

I would love to hear from you!

In relationship,


Vendor Relationship Series

“Trust – Guest blog by John Vincent of Broadgate Consultants” | “Have you MET the CFO? | “Experts or Frauds?”


  1. How To Squeeze Top Value From Your Technology Vendors – –
  2. Vendor Negotiation: Squeeze Now, Pay Later – (horrible, short-term strategy that was popular in early 2000s after the first tech bust)
  3. Forrester: How to squeeze your vendors | ITworld – (more balanced approach in worst days of recession – late 2008)
  4. CFOs Lack Faith in CIOs and IT Teams, Survey Shows –
  5. The role of the CFO in cost reduction –