New Whitepaper: Planning Your E-Business Suite Upgrade from Release 11i to 12.1

[Editor:  This guest article has been contributed by Anne Carlson]

Premier Support for Oracle E-Business Suite Release 11i ends in November 2010.  At Oracle OpenWorld last fall, it was standing room only at several EBS upgrade sessions.  Responding to the increased interest in upgrades, I set to work on a new Release 12.1 version of our popular whitepaper, Best Practices for Adopting E-Business Suite, Release 12 (Note 580299.1).

Here is that new whitepaper, which features the latest Release 12.1 upgrade planning advice from Oracle's Support, Consulting, Development and IT organizations:
The paper is directed at IT professionals who are planning, managing, or running a Release 12.1 upgrade project.  After briefly reviewing the Release 12.1 value proposition, the paper launches into specific upgrade planning tips to help you:

Contemplating Virtualization?

You are not alone! Virtualization continues to be a very hot topic in enterprise system deployment. What's not to like about server consolidation, high availability, reduced hardware footprint, reduced cooling costs, increased performance, complete server isolation, and a whole host of other benefits?

Oracle certifies all of its current product line on their virtualization product, Oracle VM. It's a highly stable and proven solution which allows a highly flexible environment and a complete stack for your support needs!

If you have further questions, feel free to visit:
http://www.oracle.com/virtualization/index.html

Oracle ACS is able to deliver a number of services from installation and configuration to consulting and more advanced solutions. Contact your Oracle services rep or SDM for further information!

Did You Miss the Oracle UCM Customer Quarterly Update?

This is the event where you can see product roadmaps, interact with product management, and get a feel for where Oracle is going with the previous Stellent product line!

If you missed it, Oracle keeps an archive of past presentations.

Please see MetaLink Note: 568127.1 on http://support.oracle.com/

PIM Data Hub Vs Item Master

I have been asked this question time and time again – “Why do you need a dedicated MDM solution now when all this time IT has been able to help businesses with product attributes as descriptive Flexfields, custom designed tables or other stitched up solutions?”

 

Well, most of us who have been working with Item Master in the past have been forced to utilize the application’s unintended features creatively to store product attributes in Categories, Cross References, DFFs etc. Finally, when it becomes unmanageable, custom tables provided refuge of the last resort. Think of it, PIM Data Hub is the natural progression step for the organizations at the higher end of the product MDM maturity spectrum.

 

I beg to differ with the opinion that MDM is just another application to store additional data.  There is no disputing that the products are both the bread and butter and the key ingredient to success for any organization. Now that most companies in the marketplace are past the struggle of implementing Enterprise Resource Management systems, they are paying attention to software that provides them deeper insight into the products, improve supply chain efficiencies and help them connect to the customers better. Internet based purchasing has added fuel to the fire where online retailers do need to provide more than just the name and description of the product and the customer across the globe are rightfully demanding more information to make better buying decision. UCCNet and other standardization concepts that have been around for a while are finally shaping up and the retailers in turn are collecting hundreds of product attributes from the manufacturers about the product that define:

-        Product Dimensions

-        Key properties

-        Composition

-        Quality Information

-        Packaging

-        Regulatory and Compliance Information

 

To easily sum up, the following matrix provides the key reasons for implementing PIM Data Hub as opposed to simple Item Master:

 

Features
Product Information Management Data Hub(PIM)
Item Master (IM)
Centralized Data PIM centralizes all product data in hierarchical catalogs with unlimited attributes in addition to the ERP Operational attributes. PIM Product Workbench provides 360 degree view of: 

·       Product Attributes

·       Attachments (capability to display pictures and schematic diagrams etc.

·       BOM

·       Product Lifecycle and changes during phases

IM focuses mainly on operational and some transactional attributes. 

 

Functional area categories can be utilized for reporting.

Extended Attributes Extended attributes can serve as storage and validation of the important product related data such as marketing, sales, cost management and product research etc. Such data is  usually stored in spreadsheets on individual laptops in most organizations making is costly and error prone to extract 

 

Limited capability with Descriptive Flexfields(DFF) and Item Catalog attributes to store additional information 

 

Flexible Attributes PIM provides amazing flexibility in defining various types of attributes that can be keyed in by the user or derived from other attributes using dynamic functions. 

 

Data must be static in nature and user entered. 

 

Display Flexibility PIM provides flexibility to create your own page layout. This feature provides easy means to displaying attributes on item pages by business area thus facilitates role-based attribute maintenance. Excellent productivity feature! 

 

Predefined attribute arrangement- Live with it :–( 

 

Advanced Search Capabilities Customizable advanced searches provide highly flexible searching capabilities that can easily help identify the duplicates parts thereby saving cost in creating new parts, procurement and wastage Item Master focus is simply in keep the ERP running. Good luck searching if you do not have all the attributes embedded in the Product description.
Display Formats PIM Display formats are equivalent to ‘Folder Functionality’ on Steroids Folder functionality is limited to only operation attributes: DFF and catalog attributes can’t be displayed in folders
Excel Export and Import Any data displayed on the search results can be exported to excel and imported back after mass updates. Self-service capabilities of the PIM application greatly reduce IT work making information available to right people at the right time! Limited excel export capabilities and NO excel import capabilities are available from Item Master
Accelerate New product development PIM provides the most extensible and configurable workflow to automate the ‘New Product Introduction’ Workflow capabilities are next to none and workflow customizations can easily add to the implementation cost
Synchronize data with trading partners Workflow based events make it easy to synchronize data. Latest releases also provide capabilities to use out-of-the-box Service Oriented Architecture (SOA) integration services Still relies on old trigger based functionality to facilitate the data export and synchronization
Data Governance 

 

Product data governance can be handled via automating processes and rule-based validations. Additionally, PIM data security in addition can help achieve the governance objectives Governance is achievable with process changes and form customizations but is a sticky situation
Change Control Lifecycle phase based change control of attributes, attachments, BOM and Routings 

 

No lifecycle controls are available in the Item Master. ECOs functionality is very inflexible in terms of workflows
Security Highly granular role based Security available at the attribute group level Item Master has old menu/function based security 

 

Workflow based Productivity Flexible and highly configurable workflows for product, attachment, BOM, Routing and other attribute changes enhance productivity without adding to the cost of implementation 

 

Low to no workflow flexibility unless workflow is customized

 

Next: In my next post, I will be covering the ‘R12 PIM Data Hub Valuable Functionalities’.

Hotsos 2010 – A Training Day with Tanel Poder

My last day already, so I hereby leave you with some impressions from Tanel’s Training Day. Maybe until next year. If you also want to learn from him, then here’s your chance in Holland. M.

SOA, EBS, Patching, EBS Patching, Optimizer, PeopleSoft


SOA

Clemens Utschig puts his focus on SOA for the java developer.

EBS

New this week at the Oracle E-Business Suite Technology blog:

OCFS2 for Linux Certified for E-Business Suite Release 12 Application Tiers

Performing Better: Improving Skills and Knowledge of EBS Tools and Technology

E-Business Suite Release 12.1.1 Consolidated Upgrade Patch 1 Now Available

Patching

Also in the realm of EBS this week is this excellent summary of patch types prepared by Renee Van Dusen of Oracle:

Patch Types & Reasons to Patch

Oracle consolidates and releases the following patch types. Patches include bug fixes as well as new functionality.
  • Version Maintenance Pack – This would be a large consolidation of patches including all versions up to the latest for all products in the Oracle eBusiness Suite. For example, 11.5.10 would include all version changes prior to 11.5.10 such as 11.5.8, 11.5.9, etc. These patches are cumulative. Maintenance packs include all the relevant Family packs.
  • Family Pack – This would be a consolidation of patches for a particular family of products such as Financials which includes General Ledger, Accounts Payable, Cash Management, etc. or CRM which includes Sales, Marketing, Service, etc. These patches are cumulative. Family packs include all the relevant Mini-Packs.
  • Product Mini-Pack – This would be a consolidation of patches for a particular product such as General Ledger or Enterprise Budgeting and Planning. These patches are cumulative. For example, General Ledger Mini-Pack C includes mini-packs A, B, and C.
  • Consolidated Rollups – These are rollup releases of patches as add-ons or fixes to Mini-packs, Family packs, Maintenance packs, or specific areas within a Mini-pack. Typically these don’t increase the version level of the Maintenance, Family, or Mini pack.
  • Quarterly Security Patches – Oracle now releases on a quarterly basis a compilation of High Priority security patches for all tiers of the Oracle Applications: Database, Application Server, or Application. Some patches are cumulative, some aren’t.
  • One-offs – One off patches are released to fix specific issues. They are generally smaller patches and usually at some point in time get rolled up into the other patch types described above.

Typically one would apply a patch type to fix a bug, keep current on the latest versions, implement new functionality, or implement a new product of the eBusiness Suite.


EBS Patching

And now the combination of the two articles above, EBS and Patching. There are alerts out this week for our HP users running Oracle EBS 11i and 12i. Please look up the following doc IDs in My Oracle Support:

ADRELINK utility for E-Business Suite Release 12.0 and 12.1.1 result in large executables which may lead to out-of-memory issues (Doc ID 1060979.1) (effects both PA-RISC and Itanium)

and

New E-Business Suite Release 12.0 and 12.1 Operating System Patch Requirements on the HP-UX Itanium platform (Doc ID 1066323.1) (effecting Itanium users).

Optimizer

There will be member of the Oracle optimizer team presenting at ODTUG Kaleidoscope in July in Washington, DC, (who chose that location, the heat and humidity committee?). You can read all about it on their blog: Inside the Oracle Optimizer - Removing the black magic

PeopleSoft and the Optimizer

Speaking of the optimizer, this time from the PeopleSoft side of the equation, there's a handy technique described over at the PeopleSoft DBA blog on: Hinting Dynamic Generated SQL in Application Engine.

Moodle for iPhone Demo

Here’s an interesting (and unusually high production value) video of an iPhone mobile interface for Moodle:

Click here to view the embedded video.

Moodle also has a Java-based cross-platform mobile client which is not as pretty but seems to have decent functionality. (My impression is that this is fairly similar to the state of affairs with Blackboard’s mobile clients.) You can see screen shots here.

In the long run, we’re going to need to think seriously about creating more teaching and learning affordances that are mobile-specific rather than just creating mobile interfaces to existing LMS capabilities, but this is still a good step down the road.

Related posts:

  1. Blackboard vs. Moodle: North Carolina Community Colleges Assessment
  2. Moodle, Wave, and Widgets (Oh my!)
  3. Understanding Single Sign-On


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Say it Ain’t So Rich, a Palm Pre?

Rich (@rmanalan), a borderline Apple fanboi, told me just weeks ago when I was contemplating my iPhone dilemma, that he’d never give up his iPhone. They’d have to pry it from his cold, dead fingers.

Apparently, Rich died, and his alien leaders haven’t done their homework because he told me yesterday he had given his iPhone to his wife and was currently rocking a Palm Pre.

I nearly rolled off the exercise ball I use as a chair.

What happened?

He assured me it wasn’t an alien invasion, but I was expecting that. Nobody expects the Spanish Inquisition.

So, we chatted a bit about the device and what he liked about it. I’m actually pretty familiar with the Palm Pre and its (very few) apologists, since I have friend (@unclenate) whom I like to tease about his Pre fanboi-ism.

It’s actually a pretty slick device, and if there weren’t an iPhone, it would give the Android devices a run for their money.

I’m not by any means a Palm hater either. I had one of the first 3Com-branded PalmPilots way back in the day. I probably still have it in a box somewhere in the basement.

The PalmPilot was the iPhone of the mid-to-late 90s. It allowed you to carry your calendar, to-dos, contacts and more all in a pocket-sized device. Plus, it even had add-on apps. It was way ahead of its time, and only the Blackberry could rival its coolness and popularity (at least among business types) during its heyday.

I eventually upgraded to the sleekier Palm V, which had a nice brushed aluminum bezel, but no major feature updates on the OS side. That one, I think got sold in a garage sale some years ago.

Even after I stopped using the device, I held on to Palm Desktop as my calendar app until a few years ago. Force of habit.

My wife’s first (second and third) smartphones were all Treos, which she adored, until the iPhone came along.

So, I’ve definitely given Palm a chance.

If you study the history of Palm, you’ll find a lot of twists and turns, ownership changes, political jockeying and intrigue. Even so, a lot of people (myself included) were excited when Palm announced its iPhone killer, the Pre, at CES in January 2008.

Cut to today, when I read that Palm’s share of the smartphone market dropped 2.1% between October 2009 and January 2010. Doesn’t sound so bad until you see that Palm’s share in October 2009 was only 7.8%.

Yikes.

So, what happened to Palm? By all accounts (well, two anyway), the Pre is a decent little device. I’m not alone in being creeped out by their initial ad campaign, but was that what did in the Pre and its siblings?

Anyway, this is good news for our team because instead of being three iPhone bigots and one Android guy (Anthony), we’ll now be much more balanced team with access to more mobile OS for tinkering.

If only we could find the time to tinker . . . more on that to come.

Thoughts on Rich’s turnabout or Palm?

Find the comments.Possibly Related Posts:

Hotsos 2010 – Presenters, Presentations, Presenting

I never find it very easy to try to capture the atmosphere during a conference, the presenting part, the presentations or the discussions, for example, you could have with the presenters. Hotsos is such a cool and unique event were you have the opportunity, to listen but also to interact. The amount of people that [...]

Contributions by Angela Golla, Infogram Contributor*Oracle

Contributions by Angela Golla, Infogram Contributor

Oracle E-Business Suite Upgrade to Release 12

Many Oracle E-Business Suite customers are now faced with the task of upgrading to Release 12. Luckily, there are some terrific resources available on TechNet. Check out the following:

Whitepaper: Oracle E-Business Suite Release 12 Technology Stack Documentation Roadmap

Whitepaper: Best Practices for Adopting Oracle E-Business Suite Release 12

Whitepaper: Case Study: Oracle's Own Oracle E-Business Suite Release 12 Upgrade

Forum: Oracle E-Business Suite Release 12 Install/Upgrade



Sun’s Simon Phipps bids Oracle adieu

Simon Phipps, one of the most vocal supporters of open source inside Sun Microsystems announced in his blog yesterday that he is stepping down from his post as Chief Open Source Officer. He didn’t write his farewell as a haiku, ala former Sun CEO Jonathan Schwartz, but it was poetic nonetheless.

Phipps, a 10-year veteran of the company, didn’t spell out whether he was being forced out or was leaving on his own. But given Oracle is now in a position to be the most powerful open source company in the industry, and could crystallize some of the goals Sun didn’t get a chance to complete, one has to wonder.

In his farewell blog Phipps cites several of those unrealized goals. Phipps said he is “sad” the company didn’t get the code for those projects that remained permanently outside the Sun firewall, that Apache failed to get the TCK license Sun requested, that the company never got to a place where co-developers became more of a priority for a number of Sun’s product groups.

Lastly, perhaps in a jab thrown at Oracle, Phipps writes he is disappointed that despite the overall success of the company’s open source business, “it still wasn’t enough to rescue Sun in the end.”

Still he looks back with pride on what he believes are Sun’s major contributions to the open source community.  Under his reign he says Sun got “some of the most important software in the computer industry,” released under Free licenses thereby guaranteeing “software freedom” for people regardless of own the copyrights including Unix, Java, key elements of Linux and the Sparc chip.

Another major accomplishment was creating the Open Document Format, which he said was instrumental in guiding “the quiet revolution” that has helped restore competition to the productivity software market.

Announcing his departure though his blog is appropriate given he believes one of his major accomplishments was starting the first blogs at Sun.blog.com, which kicked off the “corporate blogging revolution.”

Lastly, he takes satisfaction in changing Sun’s attitude about open source turning colleagues who were bitter critics of the technology into defenders of it, and even convincing people to join Sun because of its fervor in supporting open source.

Besides continuing to blog, Phipps says he has not decided what he will do next. Given his resume Phipps shouldn’t be unemployed long, unless he chooses to be. I think IBM might be interested in talking to Phipps and getting their hands on his little black book containing Sun’s open source plans.

Oracle has yet to fully spell out its plans for how it intends to leverage Sun’s rich portfolio of open source products and technologies - aside from committing lots of cash to the care and feeding of the MySQL database.

But open source figures to be an important if not strategic asset to Oracle for both its proprietary and newly acquired open source portfolios. It will be particularly important as it engages Microsoft in hand-to-hand combat at the lower end of the enterprise market. It should be careful about the open source talent it lets walk out the door.

Apache James on IBM AIX

Apache James is a very nice e-mail server to be used in a development or test environment, where you need to integrate with an email system. I mentioned it in an earlier post. It supports smtp, pop, nntp (news) and imap.
It's installation is as simple as can be: just unzip the tool, set your JAVA_HOME environment variable and run the appropriate run.sh or run.bat script (given your OS being either Unix/Linux or Windows). The only thing you need besides the zip is a Java Runtime Environment that is at least of version 1.4.2.

For most systems this is all you have to do to get it running. But I found that on IBM AIX (5.x) it is a little less obvious. Getting it running is not an issue, but as soon as you want to add a user, you'll run into the error:
Exception: Security error: java.security.NoSuchAlgorithmException: SHA MessageDigest not available
And after that the telnet connection is closed.
It turns out that the security-provider packages are not registered properly. To get it right there are two things to do.
  1. Make sure that the JAVA_HOME is pointing to the jre folder in the root folder of the java-installment on your system. So like: /usr/java5_64/jre instead of /usr/java5_64. Also make sure that there is a lib/ext folder (/usr/java5_64/jre/lib/ext) that contains a <make>jceprovider.jar, eg. sunjce_provider.jar or ibmjceprovider.jar.
  2. Change <james-home>/bin/phoenix.sh to register the extensions:
  • Find the line:
JVM_EXT_DIRS="$PHOENIX_HOME/lib:$PHOENIX_HOME/tools/lib"
  • Change it to:
JVM_EXT_DIRS="$PHOENIX_HOME/lib:$JAVA_HOME/lib/ext:$PHOENIX_HOME/tools/lib"


Now james can be started using the run.sh/run.bat scripts and using the telnet console you should be able to succesfully add users.

It might be that on your system, the system administrators block port 25(smtp) and 110 (pop). That would prevent james to startup the smtp and pop services.
In the <james-home>/apps/james/SAR-INF/ there is a config.xml file. In that file you can find a line:
<pop3server enabled="true">

There you can choose to disable pop by changing the enabled attribute. But benaath that line there is a port element. You could change that instead to for example 8110. That would enable pop-support on the 8110 port. You should instruct your client to use that port off course.
The same counts for smtp-support. That can be found at:
<smtpserver enabled="true">

For smtp you could choose to set the port to 8025.

Performing Better: Improving Skills and Knowledge of EBS Tools and Technology

At least once a week I get the question, "How do I train my self or my people in X?" Over the my next few blog articles, I will address this very question. I will give you a roadmap to understanding the options that Oracle provides you for learning more about Oracle E-Business Suite technology.

Before digging into specifics, let's talk about training in general. Training is a loaded word. It means various things to various people. I want to define it as broadly as possible.

LearningModel.JPG
 

Introducing Bill Sawyer, Guest Author

I'm pleased to welcome Bill Sawyer to our ever-growing panel of guest bloggers.  Bill Sawyer is a Senior Manager in the Applications Technology Group for the E-Business Suite. Specifically, Bill's team covers the curriculum that supports E-Business Suite tools and technologies. Curriculum products cover three main areas: training courses available from Oracle University  (under the category of E-Business Suite Technology), prepackaged content developed for Oracle's User Productivity Kit, and training materials publicly available through Oracle's documentation and other related materials.

Bill has been with Oracle since 1995, and has held positions in Oracle Support, Oracle University, and E-Business Suite development. Bill is passionate about training and performance improvement. Bill is nearly finished (all but dissertation) with his Ph.D. in Education, specializing in Training and Performance Improvement.

Prior to joining Oracle, Bill was involved in Strategic Planning for Philip Crosby Associates, a quality management training and consulting company. In his last role there, Bill was the Strategic Adviser to the President. Bill has over 20 years of experience in all aspects of workplace training and performance, including extensive international experience.

Bill is always willing to discuss ideas and suggestions for how we can improve learning on Oracle's products.

Bill currently lives in Orlando, FL, just a few minutes from Walt Disney World. While that is certainly a magical place, there are days where it pales in comparison to the excitement of working at a technology leader like Oracle.

You can email Bill directly at:

bill_sawyer_email.png


Fourface Exposes New Interface Paradigms

Thanks to a tweet from the @foursquare team and a post from TechCrunch, I have a new app for checking in to foursquare, Fourface.

Yeah, I know foursquare and location generally have been getting a lot of ink here and other place. Get used to it though because heading into SXSW later this week, location is expected to be all the rage.

Before you move on, this post isn’t really about foursquare. It’s about interface paradigms.

Fourface uses foursquare’s API and OAuth to present functional data visualizations. By functional, I mean you can use them to checkin to venues, not just browse data. Although, like any good visualization, Fourface does an elegant job modeling the checking data, and is reminiscent of Digg Labs, one of my favorite data pr0n sites.

This is interesting to me because normally data visualizations can’t be used to create the data they model. So really these are new interfaces based on visualizations.

For example, here is the foursquare iPhone app’s checkin screen, or rather a leaked image of how it will look in their upcoming redesigned version.

Image from TechCrunch

Makes sense to you right? Probably because it follows paradigms you’ve seen in the past.

By contrast, here is one of the Fourface checkin screens, called arcs.

Image from Fourface

Fourface uses your location to build the visualization. In this case, arcs lists the five venues closest to you ordered as layered circles with the venue at the center being the closest. To checkin, you touch and hold the venue, or load more to get a new set of arcs.

Three of the four visualizations offered by Fourface allow you to checkin to foursquare using similar models. The fourth shows a heat map-like grid of venue checkins (current and historical).

Fourface also uses audible cues to help you, which I’m not in love with, but make it a bit easier to get over the usability changes.

So, who cares, right?

Even if you’re not into foursquare, this is an interesting study in UI because it removes all the usual trappings, e.g. buttons, labels, selection widgets, form fields, and substitutes a visually attractive, moving visualization that also happens to be functional.

I’m not saying I’ll be using Fourface exclusively to checkin; frankly, I’ll probably mess with it for a bit then forget about it, like many apps I download.

Still, the next time Rich and I have an interface to build and want to do something cool, I’ll remember Fourface, and maybe we’ll try something similar.

What do you think? Would an interesting interface make your favorite app more enjoyable, or would it just force you to relearn functions?

This is bordering on the simplicity and stupidityarguments, so I’ll leave the rest for comments.

Find them and leave one.Possibly Related Posts:

There should be a word for this (Blog/Twitter edition) part 2

Back in October (see “there should be a word for this” part 1) I listed a few concepts (related to twitter and/or blogging) for which new words were needed. Since it’s such a rich field, I barely scratched the surface. Here is the second installment.

#9 The temptation to repeat a brilliant tweet of yours that went unnoticed when you expected a RT storm in response (maybe it was a bad time of the day when everyone was offline? maybe it fell in a twitter mini-outage?)

#10 The new pair of eyes you get the second after you post a tweet.

#11 The act of sharing (e.g. via delicious…) or RTing a URL to an article you haven’t actually read (but you think it makes you look smart). For example, I’d love to give a test to everyone who RTed this entry.

#12 The shock of seeing a delivery error when DMing someone you were positive was following you (this is related to definition #1 from part 1, so Shlomo’s followimp could apply).

#13 The minimum number of people to follow on twitter, of blog feeds to subscribe to and of Facebook friends to have such that you can cycles through all three continuous and never run out of new content. In the TV world, the equivalent would be the minimum number of cable channels needed to cycle through them and never feel like you’ve established that there is nothing worth watching.

#14 The awful feeling when the twitter/blog/facebook cycle from #13 breaks on a Friday night because others have a life.

#15 When a twitter conversation has reached a dead-end because of the short form. When the response you get makes you wonder what the other person understood from your last tweet. But forcing a clarification would take a half-dozen tweets at least and risk turning you into a twoll (another coinage for the twitter era, by Andi Mann).

#16 The compression rate of a sentence: how hard it is to further compress it (e.g. in order to squeeze in an RT comment), whether all the easy shortcuts have been taken already.

Please submit your candidate terms for these definitions.

Is Simple Viable In Enterprise Land?

The tradeoff between simplicity and features has been around for ages, but it was hotly debated on the web by two of the most forward thinking software luminaries: Jason Fried and Joel Spolsky.  Their back and forth debate hit a crescendo last year around the time I attended the wonderful Business of Software conference put on by Spolsky.

The general notion is that the 37 Signals crew sees simple designs as not only better for users, but better for the product as well.  Doing less means less code, less bugs, less training and among other things, a more focused clear experience.  They advocate having a real point of view about your application and driving it from your own compass.  Customers can ask for things, and they may get em, but not just because they asked and the tie goes to 37 Signals.

There is a lot to like in this model and I have always been a huge 37 Signals fan.  Through their blog and book, I have learned many new things and validated some things I already figured out.  No doubt they have helped countless others as well.  Incidentally, the same can be said of Joel and his books.  These are smart, experienced people.

Joel and his product FogBugz would of course agree that simple is better.  The issue arises when customers actually want something you don’t provide and they have options.  See in the world of no competition life is easy.  If you are the only car maker and you don’t have cupholders, big deal.  People still need a car and you are the only game in town.  Life is substantially different if you are an email provider who doesn’t allow attachments.  You can be sure your customers are heading elsewhere.

But wait, adding attachments means another icon or label.   More code.  Perhaps a bit of training and potential confusion over how the feature works.  Over time the storage of big files may me performance hit or storage issues (for you or the customer).  What about maximum file sizes?  You have to document that limitation and probably have some code to check and provide error messages.  Should pricing change in this model?  Hmm, this gets complex fast.  Again, simple is so smart because software is so hard.

As you can see the rubber meets the road when you have two things: (1) unmet needs and (2) viable alternatives.  Where there is profit, competition soon shows up.  Whether you like it or not you are being compared.  Even if it doesn’t matter to you, it matters to them.  How do you decide what is a fair price to pay for a bar of soap or a burrito?   You compare.

The trick is to be aware of competition, but not to let it drive you.  I have written on this in the past.  There are always alternatives (sometimes custom coded) and there are always features asked for that you don’t have.

IHMO you cannot ignore either missing features or competition in enterprise software.  However, this does not mean you need to add every feature asked for or copy your competition.  There are better ways, but first, let’s look at the big three drivers of scope issues in big business software: (1) Analysts, (2) Complexity and (3) Stakeholders.

(1) Analysts are paid to add more, ever complex/advanced features to their latest must have list.  Customers read this and ask vendors if they do it.  Vendors need to be positioned well in the latest magic grapefruit so they build away.

(2) This stuff is just complex.  Approvals, workflow, audit trails, internationalization, integration, and more make it tough.  Dealing with all these situations causes complexity.

(3) Very rarely is there one “buyer”.  The “stakeholders”.  Many times cross functional with different ideas on features and priorities.  The less people involved, the easier the decision making, but it just isn’t reality most of the times.  It is why you have countless sales books written about this exact topic.

So what if you take a stand?  You listen to these ideas and politely state “we view payables or opportunity management or recruiting a bit differently”.  “We know what is best”.  “We understand your idea and see that you might think it is important, but we don’t think it fits with our perspective”.  “We like our product as it is and we are the experts.”

You can imagine how that would go with the sales team, or the analyst relations crew, or your own management.  Why?  Because saying “no” is the death of the sale. The secret is to make sure that saying “yes” isn’t the death of the product experience.

The reason this fascinates me is that I see both sides of the argument as valid having built and run an internal social network for a number of years and having run product teams in the past.  If you go ultra simple you inevitably limit your own business.  If you go for the checkbox approach you get a very difficult to use product that looks good on an RFP.

Additionally, you end up creating a place for small competition who does one thing really well to come in.  Incidentally, pride comes in as well.  No one is proud of a product they have to apologize for – this has to be avoided as well.

Like most things in life, black and white views are great for marketing, but nothing is ever that simple.  Here is where I ended up (doesn’t mean it is right, just my latest thought).

1. Cut Corners (cases): Make a feature work hard to be in a release.  It should be something customers really need and something you agree with as a product manager.  I have seen way too many things in products because someone, somewhere said something.  This cannot happen.  Any chance of simple ends with that type of process.  This is your first gate.

2. Think holistically. Once something makes it into scope you now need to think about both design of the feature and impact on the system (most ignore this part).  The real issue with new features is when it messes up something else.  You have to look at the whole product and be willing to change things dramatically if need be.  Otherwise you’ll have a confusing house of cards.  Done right, a new feature may even add simplicity if it replaces something that was not quite right beforehand.  Look for these opportunities.

3. Focus on Goals not Features. Users love to provide feedback in terms of features.  The key is to listen to the intent. The problem. What are they trying to do?  Users are not the best people to design your feature, you are.  They are however very important and you need to listen.  So listen, but when you understand the need see how you can best meet it.  It may be they nailed it, but there may also be a more appropriate answer.  Done well, this solves the sales issue.  Being a product manager does not mean you are collecting requests unvetted.

4. SKU v Over Bloat. I favor new skus over a bigger single product.  More features leads to more code that is harder to move and difficult to market.  Try explaining to a friend the features of outlook or excel.  Now explain the key features of a to do list or twitter.  Different conversations.

The art is finding the natural break points.  The joints.  When you do, make sure they work well together.  I like point solutions that naturally fit.  I think it is a model that scales both in simplicity and sales.  Incidentally, the iphone app model so popular now is playing this game.

The tough thing is that there are some really successful products (like Outlook) which do a ton of stuff.  Wouldn’t we all like to fail like that?  Then we look at Twitter and think how simple it is and how well they have done.  But I think pointing to these high water marks is less than helpful.  Correlation is not causation.  Microsoft wins for a lot of reasons and maybe those reasons just overpower the feature bloat via brute force.  In fact MSFT has recognized their challenges here with their UI revamp recently in Office.  And Twitter works, but in that “buying cycle” there is no rfp, no analyst, no stakeholders – just you.  You like it, use it.  If tomorrow you hate it, stop using it.  Life behind the firewall is just not that idyllic.

In the end, I find both arguments have valid points.  Simple is smart for a lot of reasons and should be seen as a design goal.  Making sales easy is also the right answer or else you won’t have much of a future.  Being able to say “yes” to customers is a wonderful feeling, but there is a balance here that should not be ignored over a certain dogma.  The art is in the middle and it is why being a product manager is so fun.

Enterprise software can stand for something.  It can have an appropriately simple and elegant user experience.  It can in fact have users who delight in its use and it can be explained clearly to the target users.  Too often we give ourselves a free pass in these areas and this is the biggest challenge – our own standards and a sense that good enough is definitely not good enough should be our guide.

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