Software Installation

For B2B vendors that are in the business of selling software, One common method of driving customers to your product is providing a time limited, demonstration version of that product.

This can be a great way to let prospects try before they buy. When done correctly and simply, It can give prospective customers a real world look at the basic features and functionality of your product.

While there is nothing wrong with providing demonstration versions of your software;

If you don’t do it right, don’t bother!

A story of the the demo that can only be used by experts.

I have been looking for a particular software tool for my organization. The market and vendors in this tools competitive space has hundreds of products, so it is not as if there is zero competition. In my research I found one vendor that had a product that looked to have the features I was looking for, and it also had a demonstration version of the product. My first thought was great!

I downloaded that demo and then looked on their web site for installation instructions. None.

I extracted the downloaded package and searched it all for installation instructions. None.

I called their sales team for instructions. None.

Let me give a little bit of background, this tool is not a stand-alone product that you double click the SETUP file and follow the bouncing ball until it tells you to click FINISH.

This software is a departmental tool that can be configured to use a few different Web Server products for the front end portions that people interact with, plus several different database products for the back end data storage. The installation and configuration of this type of software gets a little more complex as you have to get the pre-requisite components  (web server and database server) properly configured and set up first.

What happens?

I start the application installation, then get some cryptic error message that kills it dead.

Now, unlike my my previous rant about graphics and tutorials, at least software and servers are in my skill level!

So I have been able to overcome the errors and blow ups one by one to determine what is happening after the installation dies! I fix that one piece, try again, it dies again, I track down that reason, try again….

You get the idea. frustration. Hours of time wasted and I am not even at the stage where I can actually evaluate the product!

Would everybody keep doing this trial and error install? For a demo version of software? Probably not!

Who is the audience of your demo?

If the target market of your demo software is senior marketing, sales, or operations staff. Would they be able to try it on their own? Do they even have an IT team available for the hours of what I went through?

Or will this type of frustration have them just saying forget it?

The three choices; easy, difficult, and the hard way

The easy way to provide a software demo is to ensure that it is entirely self contained, no external dependencies at all. Everything your software needs is installed automatically.

A little more difficult is acknowledging the dependencies mentioned above, but at the minimum having explicit warnings and instructions on what is required, and what will be expected.

The hard way is the trial and error that I have been going through.

If you are planning your demonstration software the hard way – you probably have killed any benefit of your demo!

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Photo Credit Doug Becker via flickr

This post is the next in an intermittent series looking at your smaller business web site from a marketing perspective -  When you don’t have marketing staff!

This series started with this post, IT In Marketing? here and covers looking at real world web site improvements that SMB’s can make that don’t require major work or extensive help from experts. Stuff that can be typically done by a smaller business either by themselves, or in some cases just basic tech staff assistance.

In the previous post in this series, I wrote about the importance of adding a Site Map to your Web Site. That post also links to a full definition of what a Site Map actually is, and what it does as well.

I wanted to dig deeper into this topic for one reason; When it comes to a Site Map on your Web site, you actually want two of them!

Your Web Site is collection of pieces of content broken down into various pages. These pages could include Contact Us information, products and services you provide, case studies The works. That can be a lot of content scattered over many web pages. These site maps simply ensure that it is easy for visitors to find the information and content that they are looking for. Because if they don’t find it quickly, odds are that they will just go to the next web site.

The first Site Map; For Humans

The first Site Map that you create is for those of us in the human category. It is simply a hierarchical set of links that ensure that people that are on your Web Site don’t get lost. If they find themselves in unknown territory and get lost trying to find the information they were looking for, the site map is a quick way to ensure that they stick around.

Similar to a table of contents, the site map is a link that when a user clicks on it, takes them to a page that gives a quick summary of all content, and the links to all that content on your Web Site, it could look similar to this;

About YourCompany

* Overview
* News
* Our Philosophy
* Why Choose Us
* Our Staff
* Careers

Services & Solutions

* Overview
* Product_name
* Solution_Name

I am confident you have seen those type of links along the side, or bottom of other web sites. Again, need a quick check of where you are in that web site? The above sample tells you quickly and easily.

The Second Site Map; For Computers

More specifically, this second Site Map is a computer readable format that allows the search engines to quickly and efficiently index all the content that exists on your Web Site. You want to ensure that all content is properly indexed so that if some one searches the Internet for; “Who sells this widget in my town?” your information can appear in their search results.

This second map looks a little different, and after you create it, humans don’t see it. The data for this machine readable site map is in a data format called XML and sits in a file called Sitemap.xml right at the root of your Web Site.

This XML site map can be created manually (ugg) but there are also tools that can do it automatically for you. Note that the tool I used to generate this sample is shown in the second line below.

<?xml version=”1.0″ encoding=”utf-8″ ?>
- <!– Created by Devintelligence.com Sitemap Generator
–>
- <urlset xmlns=”http://www.google.com/schemas/sitemap/0.84″>
- <url>
<loc>http://www.yourcompany.com</loc>
<lastmod>2009-11-06</lastmod>
<changefreq>monthly</changefreq>
<priority>0.5</priority>
</url>
- <url>
<loc>http://www.yourcompany.com/about_news.asp#27Oct08</loc>
<lastmod>2009-11-06</lastmod>
<changefreq>hourly</changefreq>
<priority>0.5</priority>
</url>

As you see, this one is not pretty! but again, once you create it and place it on the root of your web site, humans won’t actually see it. The only time the you need to see it is if you add new pages to your web site, make sure the the site map gets updated as well.

The SMB Takeaway

For the human readable site map, you will most likely need the help of your web site developer, the second you can do yourself very easily.

The two of them together ensure that all content on your web site can easily be found, by people, or by computers!

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People, Not Tools

November 5, 2009

People, Not Tools

Just a few weeks ago I wrote: Hiring SME IT Leaders; Results or Skills?

Johanna Rothman wrote: People Are Not Tools and says it much better than I did.

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Photo Credit cloois via flickr

As small to medium business Owners or Managers, at some point you realize that the time has come to look for some leadership to take control of your IT  team.

Like most businesses, in your early stages of growth you probably hired your IT staff based on particular skill sets that you needed. Perhaps those skills were with certain Point of Sale systems, database software or email servers, etc.

While skills and experience are critically important when supporting and fixing your existing technology and software tools, that requirement for a particular skill level begins to change as you begin looking for higher levels of IT leadership. Those exact skill sets can become less relevant than business results.

That is not to say that there can be zero technology skills!

As SME managers, we need to wear many hats. That includes your IT managers. We need (‘we’ meaning  business technology leaders) to maintain our technical skills, but we also need to grow the more business results oriented strategic planning, relationship, and project skills.

Skills, Results: Let me paint an example

As a growing business lets imagine that you have reached the point where you have decided that you need to invest in a larger resource planning (ERP) or financial application.

This can be a huge investment, so after many discussions with your peers, and maybe a consultant or two from your local Chamber of Commerce, you think that a particular product will be perfect for you. Lets also assume that those same discussions convinced you that to support this type of technology initiative, you will need to go beyond your current break/fix  tech geeks to a true business technology leader who can be responsible for delivering the value you need for this investment.

Answer this question;

When you call the placement agency, or publish the advertisement, what importance do you think skill with the product you chose should carry in your hiring decision?

The answer is not necessarily much!

Next, lets assume you are now interviewing a few candidates for that IT leadership position.

One particular candidate looks excellent. She has great recommendations, and has successfully implemented ERP or financial software a few times already!

But! she has never used, or even seen that particular ERP or financial vendor’s product that you want to implement. Do you think that matters? Do you write her off the short list?

Here is a tip!

A strong business technology candidate will pick up different software skills easily. Example; I was once flown in to fix a problem with software environments I had never seen before, it was less than two days until I understood enough to fix the issue.

It is the skills to discuss, negotiate and implement the processes behind the software are the harder ones!

Your candidate can demonstrate that he or she has obtained the results that you are looking for several times, it is only because each time she was using products that are competitive to the product you have chosen that you are considering knocking her off the short list.

So in this example, the demonstrated results this candidate can show far outweighs their lack of skill with your chosen software package.

The SMB Takeaway

Skill and experience with a particular product can be critical when you are hiring someone to babysit a particular tool or product, but demonstrated results is the critical metric when you need leadership to provide business benefits from your IT investments.

Hire Well!

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In part 1 of this post, I outlined how ‘C’ level executives and managers in the small to medium enterprise need to ensure that their senior IT leaders (internal or outsourced) are considering long and medium term planning horizons, not just short term planning, which is the specific, immediate actions required for particular results.

Often longer term planning can be difficult, because it will always be a moving target. (I have changed my own long term planning goals twice in the last 18 months or so) Despite being a moving target, get away from the what if.. or you will never get any planning goals off the ground.

Your IT planning has to balance the long term of where you want to be vs. the day by day steps that get you to that goal.

One Without The Other?

Does not work!

With no long term planning, short and medium term planning has no goal. No end game. No target that you are trying to aim for. And with only long term planning, you get stuck vague ideals about a perfect future – but with no immediate deliverables to begin setting you on that road. (like the old saying; if you do not know where you are going, any road will get you there)

And yes! your long term plans will probably change, be aware of it, and adjust as necessary.

In part 1 I promised to give a real world example, so here it is!

After joining my organization n the fall of 2007, I realized that our IT cost structure was way out of whack.

So easily enough my long term plan was to reduce our IT cost by at least 50%

The short term and medium term plans to get to that goal included multiple tasks, some of these were relatively easy to implement, and others that were more difficult. Examples include;

* Improving purchase approvals,processes and supplier agreements

* Improving IT costing

* Consolidating four database servers down to one

* Consolidating five application servers down to three

* Improving budget and trend analysis

You get the idea!

Some of these tasks took a lot of planning and time (eg, you can’t just pick up and move a database from one server to another – trust me on that – applications will break, software code needs to modified, etc etc)

In the interest of full disclosure, I cannot take credit for all cost reductions we achieved as our B2B customer base started feeling the pain of our current economic meltdown long before the press started talking about the recession word. When they closed their wallets, many growth and spending plans had to be shelved.

The Long Term Planning Change

OK, so my first long term plan was cutting IT costs. By middle to late 2008, the market that we call SaaS, (Software as a service)and  PaaS (platform as a service) had begun to mature.

For me? maintaining database servers and application servers are not our core competency.So my long term planning has evolved into identifying if we can successfully leverage those technologies.

The SMB Takeaway

Yes, the future is unknown, and unknowable. But that is not excuse to avoid planning for where you believe you need to be. You may modify, you may tweak, you may adjust.

In fact you may rip out and replace the whole plan.

Do it anyway!

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Photo credit coincoyote via flickr

As a C level executive, General Manager, or Owner of a small to medium business, too often we leave any talk (possibly even thought!) about our investments in technology assets and staff until the time something breaks.

And that is unfortunate!

Cambridge MA based Forrester Research identifies that 80% of businesses identify that their Information Technology (IT) is between “somewhat” and “critical” to business.

Yet still we often live with the mind set of; out of sight,out of mind. (at least until it breaks!)

Question: Have You experienced some of these symptoms?

Consistent and regular failure of your IT infrastructure? Maybe the Internet dies regularly, E-Mail seems to fail more often than it is working, people cannot log in to their workstations or cannot access the servers they need?

Or perhaps this one; You are paying IT staff or suppliers;

And yet…..

You are usually wondering what they do all day?

These are often symptoms of that out of sight,out of mind tendency that we all can have.

Fortunately it is relatively easy to begin changing this mind set without becoming a PhD in Computer Science!

You can change it simply by starting a regular conversation with your Information Technology Management team or supplier on the these two basics of IT service delivery blocking and tackling.

1) Is It Written Down?

If critical information exists only in the brain of one person, that person is a disaster waiting to happen. All IT assets and services must be documented.

That does not mean that you need 500 page manuals on each of your servers! Think of the assembly instructions for some piece of assemble it yourself furniture. As brief as can be while still maintaining all the critical information and relationships among the pieces.

Consider these documents a road map or cheat sheet of how each piece of your IT infrastructure supports and depends on other pieces. This documentation should remain fairly technical, the goal is not to have your grand mother be able to rebuild it (unless she was a computer expert of course!) but it should be explicit and clear enough that any individual with skills in that technology environment can use that documentation as a baseline to either rebuild,or keep moving forward.

As an example; if you are a manufacturing concern, I am quite confident that every time an operator for a particular machining tool leaves, that you are not going back to the machine vendor to re-train a new operator. You have the operating procedures and instructions both for training , and for operator substitution.

Why would you not do the same with your IT infrastructure?

2) Give Me The facts Please!

Our second tool in this basic blocking and tackling is maintaining records and reporting on all issues and requests that have affected your IT service delivery.

At it simplest, in your discussions with your IT Leadership; how many things broke last week? and most importantly, do we know why it broke? And how long did it take us to fix it?

You also want to know how many calls for help and service that your IT staff are dealing with. This should include everything from helping fix that corrupted Marketing presentation, to why that particular person is having trouble printing in landscape mode.

Using my same machine tool example, if that tool is failing regularly, you need to know why. And if regular operator issues are occurring, again, that can begin to point out trends or the requirement for improved training.

The SMB Takeaway

If you only talk to your IT staff or suppliers when things have broken, you will not be successful in monitoring or improving your IT service delivery and IT infrastructure reliability.

Without having to learn techno-speak, just beginning to ask these questions on a regular basis will begin to demonstrate what is happening within your IT organization.

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Photo Credit Leo Reynolds via flickr

Lets try this little story on for size!

You want to hire a plumber to replace your kitchen sink. So out you go and you get a couple of quotations, here they are;

Vendor number one’s quote states; Replace sink

Vendor number two’s quote states; Replace sink, Re-install existing faucet hardware, modify plumbing to fit new sink

Now which of those above quotations make you feel most comfortable that all contingencies are met?

Which one makes you comfortable that there will not be surprises on the scope of work or billing?

Maybe Number Two??

Unless you have a long history of service and trust with the vendor of quote number one, you can understand that that quotation number two covers the bases in a lot more detail.

Now, How About IT?

For smaller businesses it can be fairly common to use outside contractors and suppliers to perform installation or maintenance of your IT assets. Maybe you don’t have full time IT staff, or perhaps you just have a small IT staff that needs outside help in performing a larger task.

But like the example above, don’t forget that there can be a problem here!

It is a natural, but often invisible problem that exists because your contractor, supplier or VAR (Value Added Reseller) and yourself can be looking at the same event or work, but through different lenses.

Freebies vs. Being Nickled & Dimed

For yourself as a manager in the small business space, you are thinking;  “Well since they are here installing that server anyway, I am sure that they can take a few minutes and do this upgrade to our MS Office applications while they are here….”

But for the Management of that vendor or contractor, they need to have their staff into, and then out of your office in the time frame that they quoted you to install that server, and adding what could be an hour or more of time to upgrade those MS Office installations was not part of their plan.

This type of disconnect can lead to frustration and distrust on both sides.

Your supplier feels that you are trying to drive them out of business supporting you with freebies, while you think that they are being unreasonable and doing a nickle and dime routine because you think that the little thing should only take a couple of minutes.

Get Rid of the Disconnect With Proper Scope

To remove this disconnect when sourcing IT contract work, ensure that your vendor and yourself have an itemized list, or breakdown  of each and every task that are to be performed for any particular contract. This will be the scope of your contract engagement.

This point is also the time to discuss those little extra’s.

You think that a few minutes will upgrade your MS Office applications, and they can respond that with 17 workstations at 10 minutes per workstation (assuming nothing goes wrong!) you are looking at almost another three hours of labor.

The SMB Takeaway

When dealing with IT service providers of any kind, ensure that you have an itemized list of the work that is being contracted for. And ensure that it is broken down to as granular a level as is possible.

It takes a bit more time up front, but it is time well spent.

Because both parties can develop the trust that what was contracted for is reasonable, and mutually beneficial.

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Photo Credit using neighbo.com via flickr

Venus Flytrap

Venus Flytrap

Every couple of years somebody publishes an exposé on some class or type of service business that is fishing for honesty and integrity.

Disappointing as it is, it had to happen. The August 10 2009 print edition of Business Week (I could not find it on-line) had a brief note by Arik Hesseldahl titled; Shifty PC Repair.

Same idea, set up a basic sting operation where a machine has a known minor defect (in this case just a loose memory chip) and take the machine to various service outlets.

In this UK example, only one of six sting targets actually just fixed the problem. While some over charged for non-existent problems, some actually copied data off the machine. If that is a business machine with possibly confidential information, you see where that can go.

The SMB Takeaway

That behavior is deplorable. Period.

But to reduce that risk, as I have written before, planning for the Total Cost of Ownership (TCO) when purchasing IT assets is critical in the small to medium enterprise. That means planning for the fact that sooner or later something will need to be repaired.

So here are two ways to reduce that risk;

1) When purchasing desktops or notebook computers, spend the extra few dollars for the vendors on-site extended warranty service

2) On out-of warranty older equipment, have a trusted local vendor that will do the work on your site, and have the repairs watched.

The key point here, they may be able to squeak in a little padding on the bill, but when they are sitting in your facility they sure can’t use a USB stick & grab your entire Quick Books database.

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Photo Credit Wikipedia

This is for Managers in smaller businesses.

I know that Steve or Jane is sitting closest to the spot that you want to put your first real server.

But as you use that server to collect your critical financial information, customer information and invoicing, Are Steve or Jane the the appropriate person to automatically take the server Administrator Job? The new IT Guy or Gal?

I know, it seems easy; stick a tape in every night and assume the best.

But the number of things that can go wrong are endless.

And can Steve or Jane be empowered & accountable for support of that machine? in good times and in bad?

Because if they don’t have those skills, in bad times trying to make them accountable is a different word, it is just the fall guy.

Were You Voted Closest To The Server?

Were You Voted Closest To The Server?

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Photo Credit Manuel W. via flickr

Hands On ITIL Helpdesk

August 6, 2009

I have written many high level overviews of ITIL on this blog, and to this day it is the most searched for information.

Unfortunately for me, very few of those visitors have left questions on other info they would like to see.

However, if you are someone who stumbled on the ITIL stuff here, Mary Weilage has an excellent post at Techreplublic titled; Implementing help desk software: IT exec offers a firsthand account about Jay Rollins’ search for and implementation of ITIL aligned help desk processes.

It provides an excellent summary of the questions, requirements and trade offs made along the way.

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