Document management

Document management in online communities

One of the key differentiators between the community solutions developed by Jive Software and those from IBM and Microsoft (talking Sharepoint rather than Yammer) is the relative lack of focus on the requirement for document management.

Document management

That’s not to say that Jive platforms do not allow the sharing and management of documents – far from it – but that instead, these are simply embedded within the standard content types and information architecture of the platform rather than treated as a specific pillar of the platform itself.

Jive Software logoJust as a user can create a native Jive document or discussion, so they can upload a file (e.g. a Word document) that can be previewed, downloaded, commented on, updated by others and managed from a version perspective. However, these files do not have a hierarchy beyond the place containers they reside within – there’s no concept of folders or libraries for instance. Files are primarily stored within Jive documents (or can be attached to other content types), and are managed using the same tags and categories that apply to all other content.

At the end of the day, in Jive communities, files are just one of the many ways in which users can collaborate. In many situations they are actually discouraged – group and team work can be much more effective when using native content types than when having to deal with the upload/download of sizeable files, the need for compatible editor support and so on.

This differs from IBM Connections in a pretty significant way…

IBM ConnectionsFile sharing was added to the IBM Connections product back the 2.5 release in 2009 alongside Wikis (back when it was still badged as Lotus Connections).

Initially, IBM seemed to envisage this support as being intended for lightweight social file sharing – the file management features were limited, meta data was very simplistic and all files were shared at a single level, relying on tags to provide any structure required. Right from the first implementations of Connections 2.5 it was pretty clear that this was not going to be enough for most IBM customers. Whether because users were typically migrating from Lotus Quickr or Domino Team Rooms, or because Connections customers tended to be large enterprises that had become conditioned to heavy use of document and content management platforms, users were adamant that they needed hierarchical storage architectures, heavy-duty file meta-data, complex library permissions and so on.

IBM responded to these demands by steadily adding more features to the Files feature in subsequent Connections releases. From the Windows Explorer connector to allow direct browsing of files from the desktop, through folder support (firstly for standalone files and then within communities), then the addition of industrial-grade Connections Content Manager (CCM) file libraries (built on IBM FileNet), to document editing and preview in IBM Docs and so on.  Looking at the Connections portfolio from the outside last year, it seemed as if almost every new Connections feature and enhancement was somehow related to the management of files in the platform! (I’m sure that wasn’t the reality, but that was how it read from the press releases and announcement letters.)

Personally, I find this difficult to comprehend (and I’ve had long and passionate discussions with both IBM product managers and IBM partners about this topic). I find files (particularly Microsoft Office documents) to be fine for point-in-time exports of collaborative content, workflows or decisions, but they are not supportive of productive team or community thinking, discussion or working in a general sense.

File formatsThere are, of course, situations where files are necessary – for example a creative team working on an image or video that needs to be shared outside the organisation, or a finance team working on a complex report. However, in the vast majority of situations, my personal belief is that the content should be stored in a native form in the best application to support the act of working together around that information, decision or process.  For most general knowledge work, that should likely be a native document, question or discussion in the collaborative platform, rather than a proprietary file that then needs to be managed as a separate entity. In addition, I continue to propose that folksonomy almost always beats taxonomy when it comes to collaborative use cases, and therefore that tags and categories are more appropriate ways to manage information than hierarchical folders.

HierarchySadly, but probably inevitably, I seem to be in the minority on this discussion. So many people (particularly those in their 30s and 40s) remain so subconsciously wedded to the concept of their knowledge being stored in a collection of files in a hierarchy of folders, all still named with long-unnecessary legacy three-character file extensions. It’s these folks that are demanding that IBM support this out-dated means of working within Connections, and thus it’s perfectly understandable that IBM is responding by supporting this left-over 1980s paradigm within Connections.

Why the difference between IBM and Jive customer demands?

Interestingly, in my time as a Jive Software strategist, I was rarely asked for similar file management features within Jive-n communities, whereas when working with Connections the requirement came up in virtually every workshop. There seemed to be a general understanding that a change in work culture was required in their organisations, and thus the deployment of a new community was more than simply a new platform, it required users to adopt new practices and work styles.

A second factor that often came into play is that most Jive customers also had another document management solution in place, whether for specific use cases, or for general access across the organisation – usually this was Microsoft Sharepoint. Typically this was universally detested by the users – described as unintuitive, hard to manage and impossible to search – but provided enough functionality that it could be left to handle the specific use cases where large-scale file storage was required.  This is less common in the IBM world where Domino is more common as the legacy team collaboration platform, and where Sharepoint can sometimes be seen as the enemy.  That’s not to say that I would propose anyone deploy Sharepoint specifically for document management (there are better tools out there if that is what is required), but simply that ‘good enough‘ is sometimes all that is needed for specific use cases that cannot be supported yet in the common collaboration platform.

But what if I want document management in my Jive community?

All that said (and I really do hope and believe that file management will no longer be an issue in 5-10 years time), it is good to have options and alternatives – no matter what your community platform of choice.  Therefore I am pleased that there is a new option for Jive customers… fme Document Manager for Jive.

This partner extension for Jive, gives a brand new way to explore your files stored in the community, allowing documents to be found more quickly, files to be uploaded in bulk, inline metadata editing and direct support for almost all office applications (rather than just Microsoft Office). This 10-minute demo video covers it well:

As I made clear above, I would love us to look to transition away from formal file and document management as our primary technique for collaboration. However, if this is still required for your use cases, then do take a look a fme’s product datasheet and contact either myself or fme direct if you need more info or to discuss the options available.

Thinking of launching your own online ESN or external community?

First of all, consider each and every requirement as an individual use case, that requires its own definition, configuration and community management. As part of the definition process, one of the key discussion points is to look at how the business processes and workflows can be best supported in the community – what content types, functionality and user interactions are required.  Only once these aspects are understood then look at what content types and/or files are required…

If formal document management is a necessity, then that ‘s the point at which to start considering whether something integrated like CCM or the fme solution is required, or whether those specific use cases would be better supported on a more formal and structured platform.

How do you approach this topic? Are you an advocate for document management, or do you believe that more open and unstructured collaboration is the correct approach? I’d love to hear from you in the comments below…

Stop sending me attachments!! Part 2: the analysis…

So there are many reasons why people have their habits (part 1), not least in the product they use in their daily work life. So in part 2 I will explore the technology angle and look for causes why tools are the way they are and why a seamless integrated platform is harder then it looks.

The idea of seamless and effortless integration of products…

So while this is happening the quasi religious war is being fought. People are searching for purposeful ways to work. Can we make tools that help them to just be more collaborative? Can we make it so that people don’t need to change habits? That culture can adapt to the new ways? Can the tools facilitate the old habits and ways? And at the same time, create a simple cross over to the new and more efficient ways of working?

So let’s start with some simple facts:

  • People do use documents to “solidify” knowledge.
  • Most people live in their email client and send word/excel documents as attachments.
  • Products are NOT integrated well.
  • Adaptors and plugins are just NOT helping enough.
  • People have habits that work for them and habits are hard to change.

Seamless IntegrationIn case of IBM Connections and IBM Notes this is clearly the case. But that’s not unique in the marketplace, by the way! Products have been dealt with by different groups. Notes is a 25 year old product and on the other hand Connections is just 7 years old (ok, the roots of the products can be traced to internal projects, but still). So it’s not weird that the products have their own ways and create their own habits. And believe me e-mail is not dead, not by a long shot. So over time other mail clients appeared in the marketplace, like Gmail, Yahoo Mail, Hotmail and Apple Mail. All in all THE most common way to collaborate is through e-mail and documents. For both within organizations and beyond, it’s simply the least common denominator in most cases. Collaboration based on e-mail has run into many issues over the years and fixed them. The standards lack precision so there are issues between technology implementations. e-Mail is still not secure from end user to end user after 25 years+.  Attachments get bounced because of size. Calendar items are handled differently by everyone. This causes lots of problems in everyday worklife. Who has not dealt with calendar problems, file size issues (it’s just too big) and security worries (viruses and unencrypted mail traffic)?

That said, e-mail is still one of the best use cases of product evolution. Some e-mail clients have added features on top of features for many years now. They have become truly amazing information processing products. Integrated with calendaring, task management and contacts databases.

But lets go back a step. In the last 10 or so years we have seen the arrival of new collaboration solutions that augment e-mail and are “more” social. They create places where people can work on documents online, co-create and share knowledge with others. And yet, these new products do not integrate well (not being by the same father or even the same family). At best “notifications” are sent into the old-and-trusted mailbox of the user. The notifications try to get them to come over to the more collaborative space where they can collaborate on a document. But the products are still siloed, each having their own space. It’s the innovator dilemma happening in real life, since the old products still make money and people are used to them. While the new products have not disrupted the marketplace enough to truly replace e-mail at this point. This causes the situation where their is a multitude of solutions to for users to choose from on how to collaborate.

The e-mail client is changing, hopefully for the better. At least that is what the signs in the marketplace is, Microsoft, Google and IBM are all looking for better ways of doing e-mail. IBM has a project called Mail.Next… Google is working on the next generation Inbox. So everyone in the marketplace is trying to reinvent e-mail. No believe me, the future is upon us. So why worry? All the issues will be fixed in the Cloud Service or Startup Innovation or New App or the Next version of the same product…

Somehow we (=enterprise users) feel left behind. The on-premise customers. Even when there is a product release. We work and slave for another 9-12 months before we can help our end users to make a next step. In reality of our workplace it will take another 2 years before we can reap the benefits of the IBM Mail.Next initiative. And even Google is cautious to just replace their old and trusted Gmail product with the new Inbox, so this innovator of cloud is not moving as fast as you might expect.

So what do we as users want? We want to see evolution in small steps and at a faster pace. While the products are being reinvented, we want to see the the gaps closed now in anticipation of the future convergence of products into “collaboration platforms” that can support purposeful collaboration and do actually integrate seamlessly over product and vendor boundaries.

In the last part I will present ideas that try to innovate and iterate the products and platforms use to get our job done. Ideas that make technology help users to change habits in an effortless way.