David Coleman, Managing Director, Collaborative Strategies
Market has matured quickly, 150 vendors and 50 resellers in the real-time collaboration space. Other areas are underserved. No dominant player in any single segment.
Charles Digate, President & CEO, Convoq
Goal was always to pick a space and go deep into it. First year was generic collaboration and conferencing (Integrated presence and collaboration system using Macromedia Flash messaging substrate), now doing a deep dive into SFA platforms (see my last post).
Bill Maimone, VP, Collaboration Suite Development, Oracle
Both tech and app vendor that happened to get slightly larger over the last few months. What's interesting is applying this technology to an application. Make it disappear into a business process and solve a problem. Learning how to walk through all the line of business applications.
Brian Goffman, General Manager, Strategy and Business Development, Real-Time Collaboration, Microsoft
Don't look at this as all one market. Lots of businesses beginning to converge. 3 big bets:
- Presence is a fundamental capability being extended into applications
- Mobility based on status of their phone
- Capabilities being built into applications. First in Office and Sharepoint, later going into SAP and other big vendors.
David Hornik, Partner and World-fameous-wiseass, August Capital
Blah blah blah. Blah blah blah. Blah blah blah blah blah. Blah. Blah blah blah.
(what he really said: the interesting stuff is what is broadly applicable. There are established technologies, but if someone came to me with something that lived on top of outlook it may be interesting because it lives symbiotically with something that is a platform. Early IM or SMS. Six Apart was interesting because MT is broadly applicable and people are using it as something differently many ways by enterprises. Easily adaptable product that enterprises do with it .
Coleman: I would disagree with you
Hornik: You are not allowed to do that!
Coleman: If you are a small startup, you add value by integrating with a specific industry or process or both. Go after the vertical process things. Fine point of view, I just don;t agree with it. Opportunity to innovate in ways the big guys can't cope with. 20M downloads and innovation on top of Skype as a platform. We couldn't have predicted Skype or the wonderful world of wikis.
Goffman: Lots of models at work in Conferencing. Only now is it going vertical. Don't have to start that way.
Wiki and blog capability?
Maimone: IM when it first came out was considered for teenagers. But you get to understand technologies. Isee these wikis sprouting at my company, and we are asking the question where this is applicable and how it is distinguished . Maybe some other company will show us the way (hello!).
Coleman: Blog is a single threaded asynchronous discussion, whereas Chuck is doing something different.
Digate: RSS integration with IM.
Maimone: When someone has to think what technology am I going to use for this, you have lost them.
Goffman: Presence icon as a doorway to application, as an example of how these things converge.
Hornik: It's contextual, but my sense is there is a movement towards simplicity. Look at Basecamp, where it's simple to understand, limited and cheap on a per instance basis. There will be places for broader and more integrated apps. Simple, limited but powerful applications that help people just get going. I invest in small companies, so the answer is clear: these big brands mean nothing.
Digate: Either identify some turf or real-estate like MT for blogs or Skype for telephony, the other model, like ours, is to affiliate with big brand names and draft in their wake. Both are pretty sound. The latter is less dependent upon market timing.
Goffman: 300 ISPs building on top of their real-time platforms. Persistent chat in hedge funds and similar companies that build around our products. Have a build vs. buy ROI approach. Groove is outside his product group, but there is a long history between the firms -- main driver was to build P2P into Longhorn and Office, it's still being kept as a standalone company, in it's own office.
Maimone: Have done some quiet technology acquisitions, getting some IP in Web Conferencing and Calendaring. Was looking for tech and deep vertical industry knowledge. Third to that is acquiring market share.
Coleman: Financial sevices, government, education, manufacturing (slowly getting it), health, pharma have all been good verticals for collaboration.
Hornik: At some conferences MS describes what they are not going to do. Do what you can do better on your own. With RSS there was newness and thinking that created opportunity. Using RSS and delivering it to IM seems logical. RSS is push instead of pull, IM is a delivery device. Makes sense. Startups look at these things in the context of the technologies as they evolve, without being constrained by what we have built (Outlook, email paradigm).
Coleman: But what problem does it solve?
Hornik: You don't use IM, do you?
Coleman: IM moved from early adopters to those who are risk adverse. Got to solve a problem.
Goffman: All of these things solve a problem. Wikis, blogs and other things are not being bought by IT and are entering the enteprise from the bottom up, there isn't a budget for them now -- but some day there will be.
Maimone: Need line of business adoption to prompt IT
Coleman: Selling to the line of business is solving a problem. Sell a sales management tool instead of broad application and you will get more traction.
Hornik: New tech is not immediately broadly adopted because they are new, so you get bottom up adoption. Not something you go to an enterprise and say here is a big thing that will change your process to get x ROI. The reaction is, are you insane? But, if IM is the thing that is delivering mission critical info to a trading desk all of the sudden, then they start to support it and have new requirements.
(rested my fingers while they talked about compliance)
Coleman: Audio, then data, then video conferencing is the sequence of demand in conferencing.
Hornik: ultimately platforms will have to deal with different modalities and keep them unique
Coleman: Status tells you if someone is on or off. Presence itself is useful, but it isn't enough. I want to be able to be interrupted only by my boss or family. Attention management is a major issue.
Digate: We call that intrusion management. We have a simple interface for limiting access to a VIP list.
Maimone: Got a request from Larry's office for a "Find that Guy" application, where he can get someone in 1/2 hour. Got a call at Home Depot on the weekend to his wife's cell phone once. You can't solve these problems with rules.
Goffman: People don't change defaults, don't customize.
Coleman: Would love to see calendar coordination between internal and external people.