Delusions of Adequacy

April 24, 2006

update

Filed under: Bloggerview, Blogging, Delusions — deladequacy @ 5:40 pm

I've been in process of moving my blog from Blogger to WordPress. I'd say I'm 95% complete, execpt for fixing the blogroll which has yet to appear. One of my co-horts said it's OFU….operator error.

Advertisement: I just finished the bloggerview with Grady Booch will be up this week I hope.

January 26, 2006

A compilation of Bloggerviews

Filed under: Bloggerview — deladequacy @ 8:53 am

If you've read them all, nothing new here. But many have joined late to the game at Delusions and I thought I'd put a round up of the Bloggerviews I've done. Everyone is interesting in their own way. Note to readers here: who would you like to see bloggerviewed next at IBM?

Tom Morrissey
Doug Heintzman
Harriet Pearson
Bob Sutor
Catherine Helzerman
John Mihalec
Ed Brill
Nancy Riley
Stefanie Sirc
Jeff Jones
Cameron O'Connor
Bandit, my dog
Someone not to mess with

January 23, 2006

IBM Analyst Relations, Who are we? - Tom Morrissey

Filed under: Bloggerview — deladequacy @ 2:54 pm

JFK once stated, “Ask not what your country can do for you, ask what you can do for your country”. Today’s Bloggerview is with my teammate, Tom Morrissey. We work together on the cross brand initiatives, but have successfully solved analyst issues in Software Group for years.

As you read through this, you see that he has been and is willing to go above and beyond the call of duty both for analysts, our team and personally. Tom as you’ll read helped at ground zero after 9/11. There are some guys you want in your foxhole, I’d always want Tom in mine, for analyst relations or any other engagement… friend or foe.

What is your job title (and what does that really mean as far as your job)?
I’m an Analyst Relations professional in IBM’s Software Group, focused mainly on IBM solutions for the SMB market. What this really means is that I have an opportunity to work “cross-IBM” to brief and consult with Analyst Firms on IBM’s portfolio of Express offerings for our Business Partners serving mid-market customers. I get to work with good, talented people on both ends of the conversation…

Some work experience that you want to tell?
I’m a dot-com ‘boomerang’ IBM employee. I started with IBM in 1984 as a Large Systems Engineer on a team supporting a large insurance company. After different positions in Marketing and Product Management (I was Brand Manager for the under-appreciated IBM AntiVirus product), I left IBM in 1999 to join MAPICS and then a dot-com company. The dot-com experience was interesting. I was the Director of Marketing for a Job Board site for IT professionals.

I think I was the company’s eighth hire at the time so it was quite a contrast from my IBM days and even those at MAPICS. I learned a lot about Database Marketing, Cable TV advertising (we did two commercials and even contemplated a Super Bowl ad), and working for a CEO megalomaniac. True story: During one of the several occasions where the CEO was chewing me out for not being able to close business development deals with major partners, he angrily told me that he bet he could “pick up the phone right now and get a deal” and if he did he wanted me to “kiss his foot”. After coldly telling him that I hoped his statement was just a figure of speech, he backed off saying “you look like you want to kill me…”

In 2001, I returned to IBM (don’t ever burn your bridges) and, as you can imagine, I have been happy to be back. While I enjoyed my other experiences, I found that I took some things for granted at IBM which don’t necessarily always exists elsewhere. Like IBM’s culture of mutual respect and customer service. One of the reasons I had trouble “getting deals” when I was at the dot-com company is that the CEO wanted ‘win-lose’ deals. The notions of trusted relationships and true partnerships were alien to him.

How do you describe what you do to those not in our profession?
Analyst Relations is a Communications position so a lot of my day is on the phone with analysts to brief them on IBM announcements and strategies. Or I’m on the phone with other IBMers in various staff or project meetings.

What are good things about your job?
Being in IBM Software Group, I love being in the forefront of the changes currently occurring in the IT marketplace. Linux, Open Source, Software as a Service, SOA. And after spending so much time with analysts on the phone, its always enjoyable to talk to them face to face at conferences.

What are things you would change?
For all the “communicating”, I think there are still knowledge and relationship gaps between IBM and analysts. I think blogs are useful to bridge some of these gaps. I would like to find ways to increase the dialog and rapport that occurs at conference events and increase the opportunities for meaningful discussion.

Name a funny analyst story.
About a year ago, IBM AR had a conference call with an Analyst Firm to hear how IBM could get more involved in the blogging community. I had just started to read some blogs but did not fully understand tags. During the Q&A, I asked, “Could you tell me what delicious tags are?”
I give great credit to the analyst who managed to stifle his chuckle at my naivete…

Describe an analyst win situation for you.
As readers of this blog know, IBM has a very successful Business Partner program who we partner with to provide industry/customer solutions to the marketplace. Yet, with recent industry acquisitions and consolidation, some firms have questioned the viability of IBM’s partner-led application strategy. After several briefings with a leading firm/critic on this topic, it was a very satisfying last year to see IBM presented at a major firm conference as the “hidden” fourth player in the market on par with the other 3 major application vendors.

Describe an analyst disaster for you. (no names)
Prefer not to! It’s a new year afterall…

What would you like the analyst’s to do differently, suggestions of what would help both sides maybe.
I think every firm should publish/update their research agenda. More transparency of the agenda would make it easier to coordinate our briefings/consults with them at the right time. I think Forrester’s move to publish their research agenda on their web site should be a standard practice for all firms.

Can you talk about your military service, why you did it, what you did?
I enlisted in the Marine Corps Reserve in 1986 when I was 26 years old, college educated, and working at IBM. Notice I said enlisted. This meant that despite my age and education, I went to Parris Island for boot camp with 75 (about 48 graduated) other ‘pukes’ in my platoon as a Private.

I was older than most of my Drill Instructors who, for their part, were impressed (meaning I got to do more push-ups) that someone like me enlisted. But I wanted to know what the experience was like and how I would do. It was a personal test kind of thing for me. Of course, my parents and some of my friends thought I was crazy and, in fact, I was talked out of joining twice before I finally made the commitment. It took a while but I finally realized that I would regret NOT doing it more than I would doing it. That perspective was a decision-making breakthrough for me in dealing with unknown situations.

I’m often asked about boot camp and how difficult the Marine Corps training is. For me, it wasn’t really as physically difficult as I expected although I did train hard before going to Parris Island. However, it was much more mentally stressful than I expected. Having someone shout at you constantly day after day, week after week…the never-ever-satisfied demands of the Drill Instructors who constantly belittled your efforts…your total lack of control of your situation….Very difficult to take. Interestingly, the seventeen and eighteen year old’s didn’t seem to mind it - they were more challenged by the physical training, not the mental training (too young to know better, I told them - lol). But the mental stress part was indeed part of the training method and I can tell you that the ‘tear-down, build-up’ method is definitely effective in creating a highly motivated unit from heretofore dozens of diverse individuals.

Following boot camp , I became a Radio Operator which is essentially a grunt with extra radio gear to carry. By the time my 6 year reserve contract finished, I was a Sergeant and our unit had returned from 4 months active duty training in the Mojave Desert during Desert Storm in 1991. Our unit was supposed to part of the replacements troops following the Ground War but ultimately most Reserve Units were deactivated before reservists could attain Veteran status and the benefits that come with it. Needless to say, The first Gulf war was a much different situation than the troops are in today.

Are you really a Fireman currently also?
Yes, I’m a volunteer Firefighter in my hometown. My family teases me that I just like being in uniform. Actually, I like physical challenges and helping people. Five months after I joined the department in 1991, we were called to help the Rescue Effort at Ground Zero (many people forget that the fires burned underground for months). Most of the time, though, the alarm calls that I answer at night and on weekends are false alarms- fortunately- and I’m just a little more bleary eyed for the effort in the morning. And it’s always amusing when the false alarm is at a friends house who just burned their Thanksgiving turkey.

But the training is strenuous. To be a trained firefighter, you need to complete an 80 hour course with simulated and live fire training exercises. The turnout gear is heavy and hot even before going into a fire. When you’re inside a burning room with an air-tank, you can barely see or hear anything because of the noise and inherent confusion at each scene. Like my reserve experience with the military, my volunteer firefighter experience has taught me great respect for the Professional Firefighter. As a Volunteer Company, we train once a month and respond to calls when we can. Professional/Career Firefighters usually respond to several calls everyday - and at every hour of the day.

January 17, 2006

Bloggerview with Doug Heintzman - SWG Strategist: Analysts - It’s a Partnership of Discovery

Filed under: Bloggerview — deladequacy @ 2:48 pm

I really like to have discussions with insightful people. I thought this was going to be mostly on all things Open (there is a good deal of that, don’t worry), but I came away thinking here’s a guy that really knows where he’s going and what he’s doing. I found his answers to my questions fascinating and I hope that you do also.

Doug delves into the beginnings of IBM’s Software Group, strategy issues, pattern recognition to solve problems, the future, the most important skill at IBM and IT analysts.

What is your job title (and what does that really mean as far as your job)?
Director, Software Group technical strategy,

I wear a number of hats. I sit in the headquarters of Software Strategy Group and we worry about big picture issues. We plug holes and identify issues that span all the brands in Software. We worry about things like emerging technology and globalization as well as marketplace landscaped issues. We worry about the Venture Capitol efforts, Strategic Alliances, and things like Open Source.

I have a number of operational responsibilities including running the Open Source Steering Committee for SWG. We process and approve Open Source use, distribution, donations of code or programs, and ensure that proper legal and business reviews are done. We also deal with compliance to mandates about strategic platform support. common criteria certification, and accessibility legislation issues. These mandates are put in place to insure that the IBM platform of middleware products are as collectively valuable as possible. All of the pieces of the software portfolio need to be coordinated for proper delivery. All components need to be there making a cohesive platform and we help coordinate that. I’m also the sponsorship executive for the International Collegiate Programming Championship. That’s a lot of fun.

There are always interesting issues to be considered, questions to be asked and answered, and cracks that need to be filled. We do this also.

Besides the operational side of my team’s responsibilities, we have the bigger strategy side. At any given time, we are working on many strategy projects. We look at the Open Source world and viable business models. We are working hard on the Open Document Format (ODF) strategy for IBM. We provide some support for our field and government relations teams. We are exploring issues like the convergence of VOIP and data network and the kinds of next generation mixed modal applications that become possible, real-time systems, and community effort around building Enterprise Service Buses. In other words, we oversee a lot of activities and projects.

I have a team of bright creative people and we build virtual teams bringing together some of the best minds from across the company including those from research for pattern recognition to solve problems.

When I speak at high school career days, I obviously get the question “what is a strategist” To answer this I show the kids a series of charts of various different technology trend lines over time such as memory density and price, storage density and price, networking speeds and broadband penetration etc… and then I ask them, If you knew all this what would you invent?” The answer turns out to be an I-Pod. A strategist looks at patterns and how they collide to create new opportunities to innovate and invent. We help identify these trends and make recommendations about what IBM should do to capitalize on them.

We also do a lot of ad-hoc consulting for various projects across IBM. We are on numerous advisory boards on a variety of subjects.

How did you get to where you are.. Do you have some work experiences that you would like to relate?
I took a non traditional route.

I started working for IBM right out of college in 1989. I did my under graduate work in Politics and Economics, then did my graduate work in International Economic and Social Administration at the University of Grenoble in France. I’m a second generation IBMer, an IBM brat so to speak. My dad was the CAD/CAM guru for Canada. After graduation, I was looking around trying to figure out what I wanted to do and my dad suggested that I interview with IBM, so I went through the interview process, and at my final interview with the Montreal Branch manager I asked him “why would you hire someone like me?”

The answer is one that I still remember quite clearly and that I relate to new employee classes and to high school students at career days. It went sort of like this: “The stuff we do here you can’t learn in school, the stuff we are going to be doing in 6 months….. - we haven’t invented yet. I’m going to send you to school for 8 months to learn what it takes to succeed in this business. You will never stop learning. You will read 100’s of pages of journals every week and will attend many courses every year, The people I hire have demonstrated a passion for learning. That is the most important skill you can have at IBM”

I’ve been fortunate to have many different career experiences at IBM. This is certainly one of the great things about working for a company with the size and breadth of IBM.

The first thing I did was being a CAD/CAM specialist, sort of following my Dad’s footsteps. Soon after, four of us from across IBM Canada were recruited to become the first sales people for a fledgling software business… what would become the Software Group. That grew into Operating Systems, LAN, and a number of other things. From there, I went to Ottawa as a Sales Specialist.

Fate then stepped in when, as a result of my frustration on hearing all my customers relate how they had been to Redmond to hear the Microsoft story, I wrote a 2 page business case arguing that we should build a capability to explain the big software story and the value of all our middleware products as a platform. At the time you had to go to a lot of different places to here about a lot of different parts of IBM Software. I argued in my paper that we should develop a customer program that became known as “Software in Action”. It was also more frequently referred to as the Ron (Sebastian) and Doug show. Mike Rhodin (now Lotus GM) happened to be at a briefing center when we were doing this, saw us, and subsequently asked us to do it worldwide. After this, I went to pervasive computing and ran standards for 2 years and became chairman of the SyncML initiative (a standards organization for data synchronization), Then I managed strategy for pervasive computing. Then I moved to the SW strategy group to work with government and open standards, and was subsequently promoted to my current position.

What is unusual is that after 17 years, this is the first job I’ve ever inherited from someone else. All of the others were invented, In fact they were all newly created jobs. But it all ties back to the lecture on learning at my IBM interview.

What I love about working at IBM is the rate of innovation and change. We are always doing new and interesting things. We went from tabulating to the 360, from mainframes to services. We are always reinventing and making the transition leap to the next generation of technology, always adapting to new market dynamics and changing customer requirements.

It’s interesting, when I speak to new employee classes, to explain to them that everything I’ve done has been somewhat accidental instead of having a planned career. It is difficult to chart a career progression in a company like IBM because the landscape and technology is so dynamic.

One new employee in one of these sessions said to me “I think I understand what you are trying to tell us….There will always be new opportunities to do new and interesting things… always be prepared to take advantage of a new opportunity when one presents itself. There are always new ways to do something and be prepared to embrace them.” I couldn’t have said it better myself.

Any hobbies or fun stuff you want to discuss?
I don’t have as much time as I would like. My passion is my children and they are my joy. I love coming home and finding out what they did during the day and reading to them. I’m also an avid skier and I play guitar. I love to canoe and camp. In fact my summer job before IBM was as a canoe guide.

How do you describe what you do to your family and those who don’t work in our industry?
The simple answer is that we try to figure out what the world is going to look like in 5-7 years and try to make recommendations on what to do about it. Part of the art, the challenge of this, is that world is a long way away from where we are todays. Articulating some wonderful vision about what the world might look like to a general manager who is worrying about this quarter’s earnings is tough. You have to bridge today and tomorrow and lay out the steps to get there, a pragmatic approach with intermediate steps. You need to tell the story of the journey.

What are good things about your job?
I have the privilege of working with extraordinarily bright people. They are fun to be around and I have a great opportunity to learn something new every day. I get to work on the leading edge, It’s creative and imaginative. We try to turn research into something real and relevant.

What are things you would change?
I need more in-box discipline. My scope is so large, I speak a lot and am away a lot of the time, so I need to do better at this. I’m convinced there is an important business opportunity in helping people (like me) to manage the volume and complexity of information they are exposed to.

What are the biggest challenges at IBM?
The traditional business challenge of “how do you grow?” Where do we go from here? How to continue doing what you do well while trying to be well positioned for emerging opportunities? Part of it is cultural and creative, Part of it is agility. We have an advantage because of our strengths and insights : our intellectual property, our smart people, our global presence All of these are better than anyone in the world. Figuring out how to grow, how to leverage our strengths has always been an issue. Transition has been a big strength of IBM. The current Open issues (like ODF and Linux) are ushering in another transition period. We have to avoid the “Innovators dilemma”. We have been successful in transitioning across various disruptions in our long and storied history. I think we are very well positioned moving forward.

Have you considered being a blogger?
I may get to it, but time is an issue. It’s a matter of discipline. I talk to bloggers all the time. I think I would enjoy it very much. It’s a fascinating phenomenon. The challenge is much of what I’m doing are not things that are ready to be blogged during the thought process, as we may not be ready to share them yet.

Since analysts read this, what would you like to say to them about Strategy and IBM?
Frankly, I view the relationship with analysts as a partnership. My job is to get as many data points as possible and to synthesize them. The analyst community has deep insight that is a significant contributor to what I do. We’ve been doing a lot of deep thinking as well which I’ve been told by many analysts has relevance to their thinking. I consider my interactions with analysts as a dialogue. I enjoy the analyst community tremendously. They provoke my thinking and serve as a sounding board for our ideas, It’s a partnership of discovery.

What are you looking forward to in the upcoming years, either product or how you will work differently?
I’m excited about the people aspect of business productivity. We’ll continue to focus on integration and optimize IT, We will deliver on the potential of SOA, and componantization, but I personally believe the next big piece of productivity comes from the people side of the equation.

My laptop, and my head for that matter, have information that would help others do their jobs. If they could use what I have, it would save them time. We haven’t come anywhere near realizing the potential of focusing the expertise of our people in solving customers’ business problems. My out of control in-box dilemma, for example, is indicative of this potential for productivity improvement. We need to work better, work smarter and expand the productivity potential. We need to focus on optimizing human creativity and potential on solving problems.

We need to bring software tools to the market that provide better visibility into business performance, facilitate better decision making through highly parallel analysis of the efficiency of different scenario’s and focuses the expertise and creativity of knowledge workers. If we could gather and have access to all of the information and research on the many distributed computers and in the heads of many individuals in or organizations, find a way to get it, organize it, make sense of it and make it available to the right people in the right context, we could save months of discovery and development time.

Another area I’m very excited about is the profound impact deep computing will have on our society. We are deploying deep computing capability that is allowing us to model human protein folding. It’s like the introduction of computer modeling in the automotive industry. Through that process, we shortened the product development cycle from 9 years to 9 months. The potential for innovation in biotechnology, pharmaceuticals and medicine is tremendous.

The other phenomenon that I find extraordinarily fascinating, and very fundamental, is the trend towards openness and community based development. We are in the midst of a process of rebalancing the role that intellectual property protection plays in our society and at the same time the internet has provided us with this extraordinarily efficient and cost effective means to collaborate. As a result I think that the rate and pace of innovation will continue to increase. It is a very exciting time to be in the information technology industry.

January 3, 2006

Harriet Pearson - Head of Privacy and Blogging at IBM, today’s Blog Interview

Filed under: Bloggerview — deladequacy @ 7:47 pm

Today is a very special interview for me. Harriet heads up two critical areas for IBM, and it goes without saying that both are important and sensitive. These issues must be handled accurately and with dexterity. Harriet excels at her job, and you’ll read that she is very qualified to do so.

As with each of these blog-erview’s, it’s a peek into who they are and what they do. Harriet spared some time to speak to me for this and I found her both interesting and enjoyable to speak to. I’m most grateful that she granted me this gift.

As I’ve said before, I’m a blogger, not a journalist. Harriet did a Podcast with Scott Berinato that you’ll also find interesting.

What is your job title (and what does that really mean as far as your job)?
I’m IBM’s Chief Privacy Officer and VP of Corporate Affairs. Being CPO means I’m responsible for what IBM does with data about clients, employees and other people. With the amount of data we are responsible for managing globally, it shouldn’t be a surprise that we are committed to leadership in this space. I’m responsible for our having the right privacy policies and processes to advance that leadership. I also work on IBM’s efforts to help society meet the challenge of preserving privacy in the face of incredible advances in how information can be managed for value and insight. We have a conviction that technology and solutions can do a lot to protect privacy, to enable the balance of privacy expectations and the sharing of data.

I also coordinate the efforts of a team of executives who lead IBM’s engagement in important social and policy initiatives, such as intellectual property, open standards, health care and workforce issues.

Some prior work experience that you can tell?
I have checkered past (just kidding)! What I mean is that I’ve been lucky to be exposed to a lot of different disciplines and fields, which is, as the world gets more complex, a good thing. I majored in engineering and worked first with Shell Oil, drilling for oil in the Gulf of Mexico. Wore a hard hat and coverall, complete with the Shell logo (still have the outfit in case any needs a Halloween costume). I then went to law school and followed my passion for energy and environment issues to a law firm in Washington.

But I never really LOVED my jobs until August of ‘93 when I joined IBM, in the Government Programs group. I got to represent IBM on a range of public policy issues, some that drew on my previous background, and lots that didn’t–like energy efficiency, healthcare, labor and retirement policy. I first started working on privacy issues in 1997, as part of that group.

Lou Gerstner appointed me Chief Privacy Officer in late 2000, and I kept that responsibility while I did a fantastic two-year rotation in Human Resources in corporate and in IBM’s Systems business. I loved learning about the business from a different perspective,

After that, I went back to working on policy issues, now as corporate affairs VP.

Any hobbies or fun stuff you want to discuss?
Sure. My main focus outside of work is my family–I have 2 kids and a husband who’s the home parent. And, of course, Jack our Schnoodle (cross of poodle and schnauzer–the ultimate in hypoallergenic dogs…in case any of your readers have allergies). My daughter and I sing in a 90-woman chorus that sings four part a Capella harmony, barbershop style. We’re available for singing valentine and birthdays. Want to hire me? ;-) (again, just kidding!). But check them out:Potomac Harmony Chorus

How do you describe what you do to your family and those who don’t work in our industry?
IBM is a global company that helps businesses and other institutions to innovate, and my job is to work across our company on projects that drive innovation on societal and policy issues that matter in this day and age….issues such as healthcare, privacy, security and the emergence of new ways to communicate such as blogging. These are interesting and exciting issues that need leadership and I’m fortunate to be part of the team of folks that work on them.

Recently IBM made an announcement about genetics, can you comment about that?

Yes, Steve Lohr of the New York Times wrote an article about it. I particularly love a piece in CSOonline.

There were factors that led us to adopt a policy on genetic information. We looked at what’s happening at the leading edges of health care industry..what’s known as information-based or personalized medicine. Genetics are being used to figure out who is predisposed to a disease or who is less susceptible. People are concerned that information might become available and used to harm them, e.g. deny health insurance. In our effort to improve quality of healthcare for our own employees, we realized people were afraid of the information being shared, perhaps they might lose health insurance, or not be eligible for insurance if applying for a new job.

So, we changed our global employment policies, saying that we were not going to use genetic information that employees might share with us, to make employment decisions, e.g. health insurance coverage decisions. IBM’s proud of our history of being ahead of the curve on equality and non-discrimination issues. This issue is another one where we are ahead of others in committing not to discriminate against someone based on something that, after all, can’t be changed and is very personal: one’s genetic makeup. In the US alone, we provide access to health insurance for over 500,000 employees, dependents and retirees, so our policy change was noticed and, I might add, welcomed by a lot of folks. (Wash Post editorial). I’m very proud of that.

What are good things about your job?
I work on some of the most interesting and important issues of our day, and work with incredibly smart and committed people in business, government, non-profits and within IBM.

What are things you would change?
In high school, take up a foreign language like Mandarin. Travel more in Asia.

How did you become one of the lead executives for blogging at IBM?
Before it was organized, a group of dedicated bloggers came up with some guidelines on their own (working on a wiki!) so as to not to run afoul of IBM policies. Through networking, they got connected to a few of us in corporate headquarters. I worked with a team of experts from HR and Legal to “polish up” our bloggers’ guidelines and build support for them around the company. Truthfully, it wasn’t hard to do at all, since our bloggers had done most of the work themselves….we just coordinated the effort to release guidelines and provide more tools and enablement to our growing community of IBM bloggers. Last I checked, we have over 16,800 registered on our internal blog central site, and lots of them are blogging externally. As a privacy expert, and ex-HR executive, I am fascinated by the potential for blogging and related phenomena for individuals, media, society and of course business–potential that’s both positive and, at times, uh, challenging. Good cocktail conversation, for sure.

What is your vision on the future of privacy?
It’s inevitable that our expectations of privacy–and how we achieve them–will change over time…they always have, if you think about it, stretching back to the origins of human society. I think that the next decade will be hugely important to develop the right set of public policies and private sector privacy and security practices, especially as we become increasingly networked as individuals (think blogs, blackberries, sensor-enabled credit cards) and as enterprises. It’s inevitable that we’ll become more comfortable sharing information–just look at what teens are willing to write on their blogs! But at the same time, people will demand accountability and transparency–WHO has data about them, WHAT are they doing with it, and HOW can we make sure I don’t get harmed?

November 17, 2005

IBM Bloggers, Who are we? - Bob Sutor

Filed under: Bloggerview, IBM — deladequacy @ 9:09 am


I am most privileged to be able to offer this blog interview of Bob Sutor. Bob was one of the first links I had when I set up my first RSS feed, still a neophyte to the blogosphere. He has graciously agreed to my interview series for which I am most grateful.

This is a very interesting read, with subjects ranging from guitar's to calculus and polynomials. If you think that PhD's aren't witty, read the story about his son at the Gartner conference. Being a Trekkie, I'd like to teleport also.

I asked some questions with analyst's and open standards in mind, and you will find the answers most revealing.

What is your job title (and what does that really mean as far as your job,)?
I'm the IBM VP for Standards and Open Source. Basically, this allows me to stick my nose into anything we're doing on those topics. I work with my team to make sure that we have consistent management of these activities across all the business units in the company. I work closely with our intellectual property folks to ensure we are striking the right a balance between "open" and more traditional ways of doing things. Then I like to tell people about all this.

Some work experience that you want to tell?
I started work for IBM in 1982 when I was between my two stints in grad school. I spent 15 years in IBM Research working on "symbolic mathematical computation" (instead of thinking of a spreadsheet and what it does, think of a system that allows you to manipulate things like polynomials and matrices and do fancy calculus computations). My main job before working for IBM was a paper route. I was very involved in IBM's early work on web servcies, particularly the standards bits and how we worked with other companies. Although I consider myself a technologist at heart, I spent almost two years as Director of Marketing for WebSphere.

Any hobbies or fun stuff you want to discuss?
After a 34 year hiatus, I started trying again to learn how to play the guitar last December. Progress is slow, but satisfying. I'm using it as an excuse to learn about music as well. I was always told that people who were good at mathematics were also good at music, but felt it didn't apply to me. It still might not, but at least the evidence will be empirical rather than anecdotal. I do wish I had started a lot earlier.

How do you describe what you do in your work to your family and those who don't work in our industry?
Last April I was on an Open Source panel at the Gartner conference in LA and I brought my (then) 7 year old son. He learned a fair bit about the ideas behind it but he really has no sense of, say, what enterprise software is. (He loves Firefox, by the way.) For people outside my immediate family, I tell them I help do things that make computer systems made by different people work together. By the way, the Gartner folks were really great to my son and gave him a badge with his name on it and the word "Companion" where the company name usually goes. He told me that when he grows up he is going to start a company called Companion so he can get into future conferences for free.

What are good things about your job?
I love the broad range of things I get to look at on an everyday basis. I also like working on things like the initiative we announced in October around use of our patents for healthcare and education standards. That is, when we get to do things that might change the direction of the industry, it's really exciting.

What are things you would change?
Shorter, more efficient conference calls would be a good start. I like travelling and talking to customers, people in industry and government, but I wish that the actual travel time getting there and back wasn't so consuming and tiring. I think often of Star Trek-like teleportation and wish we could have that today.

What are the biggest challenges at IBM?
Because of our size, there are so many things we do do and could possibly do. There is simply not enough time to do it all. Prioritization is therefore really important. I really value people who are good at that as well as being very efficient communicators. In the area in which I work, the world can change radically every six months. I also value people who accept if not thrive on that.

How did you get started as a blogger?
IBM developerWorks asked me to start a blog in August, 2004, when I was working in the WebSphere area on web services and SOA. I had written byliners for trades like CNet for a few years, so it was actually liberating to be able to say things on a more regular basis in more or fewer than 800 words. I also have a personal blog which is being sadly neglected, but I have big plans for it if I ever get some more free time.

How has that changed your job?
I've done probably 75% fewer press interviews but I get my views out more precisely and frequently. In addition to saying whatever I want to say to people outside IBM, I can also talk in a public way to people inside IBM via the blog. It gives me a chance to explain nuances of things to whomever might be interested. When I do meet new people in the industry or members of the media, I've often told that they've read my blog. That allows us to immediately jump in and discuss things at a deeper level without a lot of background explanation.

Since analysts read this, what would you like to say to them about Standards?
People need much more guidance on what the word "open" means. I think analysts need to start quantifying how open the various standards efforts are in areas like development, maintenance, accession, implementation, and ability to sub-or superset. That is, we need "openness report cards." Not everyone will be on the honor role, but companies and governments are looking for this information today. As various people have said in business, it's hard to change things if you can't measure them.

What are you looking forward to in the upcoming years, either product or how you will work differently?
I'm looking for standards and open source to give me and other people a lot more options in how we get our work done.

Any thing else I missed you want to say?
I think it is really wonderful how something like the OASIS OpenDocument Format is breathing life into the office suite category of software. Standards and open source software themselves do not have to be immediately innovative in order to drive some really innovative and stimulating things downstream. In both of these areas, you must think of the work you do as being an investment in the future. If you take intelligent risks, you can reap big rewards. If you risk nothing or hang on to the status quo too long, others will move past you.

October 6, 2005

IBM Blogger and Analyst Relations, who are we - Catherine Helzerman

Filed under: Analyst Relations, Bloggerview, Blogging — deladequacy @ 9:39 pm


That's right, the Catherine Helzerman , the IBM'er that is on more blogrolls than most of us combined. I'm honored that she would consider being part of my interview series as she qualifies both as a blogger and an analyst relations professional. As with this entire series, I've enjoyed learning about these folks as much as I hope you do. But this is one I'm sure a lot of you have been waiting for.

What is your job title (and what does that really mean as far as your job)?
I “manage” analyst relations for IBM’s microprocessor, engineering and technology services, and power.org teams. I put manage in quotes because, in fact I do not manage anyone, but manage sounds better than grunt, no?

Some work experience that you want to tell?
When I was in PR I once visited a customer of ours at a D.O.E lab. I was waiting to meet with the director to brief him on the reporter he would meet and he was running late. I asked his admin who he was meeting with and she pointed to a framed Time Magazine cover showing a noble prize winner and said, "him." This job is very humbling.

Any hobbies or fun stuff you want to discuss?
For a long time I've been interested in community building (blogs, forums, wikis, portals, etc.). Not just the development aspect (eg php) but the larger issues around how to establish, grow and maintain successful community environments. My next venture is going to be an invitation-only webhosting service for people who want to build communities around specific issues, technologies, etc. I hope to have it up sometime over the next month.

I also help run a site called GameTomorrow.com where a group of IBMers (developers, execs, ordinary joes) discuss the future of gaming. My son finally thinks I have a cool job.

How do you describe what you do to your family and those who don't work in our industry?
For people who know nothing about the industry I simply tell them that I work with people who help customers make smart decisions when spending a boatload of money on new computer equipment. Most of my extended circle think I work in sales. It's a hard job to describe.

What are good things about your job?
I've met some brilliant people that I would not have met otherwise. The exciting thing about working for a company like IBM is that you have an inside view of technology that can actually have a major impact on society (versus just marketing the latest widget). Of course, I also like the gaming stuff quite a bit.

The thing I like best about analyst relations is that you have time to get to know people 1:1 and have meaningful discussions about technology and trends. In areas like PR this is not really possible, as reporters often need to write quickly and for a wide audience. I very much enjoy bulletproofing sessions where we're free to discuss an upcoming product sans-spin and get honest feedback. I learn a lot at these sessions.

What are things you would change?
Strong-arming on either side: vendors who threaten to sue analysts who write negative reports; analysts who try to get AR people in trouble if they do not give them a PO. My advice to both analysts and vendors is this: make your best presentation and provide the best offering you can. If you do not get the results you think you deserve make your arguments and try harder. Most of all, listen to what the other party is saying, maybe you can learn something from their feedback. Other methods just make you look silly.

What are the biggest challenges at IBM?
Location. I work 3,000 miles from corporate headquarters so I miss out on “hallway meetings” where decisions are sometimes made. On the other hand, a lot of the analysts I work with are based near me, so I have lots of opportunities to meet with them.

How did you get started as a blogger?
I had just changed jobs and, as I mentioned, worked remote, so I thought that a blog would be a great way for people to get to know me. I also read about a fellow who got turned down for a job at Google because he had no “online presence” That gave me a bit of incentive as well.

How has that changed your job?
It has had a favorable impact. I have received positive feedback from communications leaders in Armonk (where IBM is headquartered) who would probably not have heard about me otherwise. I also think that the relative “success” of my blog was one reason why I was able to start something like GameTomorrow.com with support from IBM execs. Besides that, I’ve met some great folks online (both outside and inside IBM) because they visited my blog or I visited theirs.

Do you have a funny analyst story?
I while ago, I heard a rumor that there is an analyst who, when you visit him, has someone make a grand introduction of his accomplishments, etc. He then emerges from behind a curtain to greet you. I have no idea if this is true, but if it is, I really want to meet this guy.

Do you have an analyst disaster story?
Knock on wood…. no.

Since analysts read this, what would you like to say to them about Games or STG? Innovation engineering is going to change the industry –I honestly believe this. I would ask analysts to take a close look and start tracking our Engineering and Technology Services. IBM has 800 top scientists, engineers, technologists, and business experts working with customers on breakthrough products that range from fun things like the latest gaming systems to life-saving medical devices. The analyst who can understand this new delivery model and advise customers on how to best leverage it for their own gain, has the potential to add tremendous value to customers and vendors alike.

In terms of gaming… analysts sometimes think that they do not need to pay any attention to the space if they’re not dealing directly with consumer products. I would ask that they take a good look at the underlying technology. For example, massive online gaming technology is having an impact in how people communicate that goes far beyond the gaming space. Peter Hofstee has a great post on this topic here: 3gui

What are you looking forward to in the upcoming years, either product or how you will work differently?
I think the era where product innovations come from vendors and you can either take 'em or leave 'em is over. The next big breakthrough (in my opinion) is going to come out of vendor/customer joint development. I have no idea what it will be, but I'm interested to find out.

On a personal level, I think it will become easier and easier to work from remote locations due to the virtual communities people are forming in chatrooms, etc. Today, I can ping a VP on instant message and get a quick answer. This works because almost everyone at our company uses the IM system. The more people get into this sort of communication the easier it will be to work across timezones, etc.

October 2, 2005

The Head of IBM analyst relations, who are we? - John Mihalec

Filed under: Analyst Relations, Bloggerview — deladequacy @ 11:42 am

I'm proud to start out the week with an interview that I've anxiously anticipated for a while. John Mihalec is the head of IBM analyst relations, no small task. I learned some very interesting things about John that I never knew, and I hope his work background will be as interesting for you as it was for me. Especially the political stories.

I have great respect for those who have served our country. This interview includes stories about analyst relations being analogous to the court room, poking fun at me for flattering the boss and comparing major political operatives to influential IBM executives. Enjoy the read as much as I did.

What is your job title (and what does that really mean as far as your job)?
VP, Analyst Relations. It means that if any IT analyst anywhere in the world criticizes IBM in any way, by spoken or printed word, I have a problem. Since analysts make a living by (among other things) assessing vendors, and since IBM is the biggest, most comprehensive and complicated vendor, most days I have a lot of problems. But it also means that most days I have immediate, tangible, urgent opportunities to make a difference for IBM. And that's fun.

Some work experience that you want to tell?
Well, I started out in politics, driving the campaign bus for Lowell Weicker's first (and only) race for the House of Representatives in during my summer vacation in 1968. After graduation, I worked for Weicker on Capitol Hill for a year. After being drafted into the Army and Vietnam, I worked for him again on the Senate side while he was on the Watergate Committee. It was during this period that I also briefly had a second job as a ghostwriter for a retired FBI official named Mark Felt, who was then still telling everyone (including me) that he was most assuredly not Deep Throat. In 1976, with Weicker coasting to re-election, I left to join the White House speech writing team for President Ford. We gained 30 points in the polls in two months, but ended up losing to Jimmy Carter by a single point. After that, I worked as a speech writer for Illinois Governor Jim Thompson. Then I got tired of needing a new job every 18 months and joined IBM. Getting married also may have had something to do with it.

How do you explain what you do to non-IBM'rs, family or those that don't work with you.?
It's not easy given that most people don't know who the IT analysts are, or what they do. Often I start out by asking, have you ever heard of a company called Gartner Group, or Forrester, or IDC? A few people have, and that makes it easier. I'm going to my 40th high school reunion this weekend, so that will be an interesting test of my ability to articulate it succinctly. Ironically, the reunion is being held less than a mile from Gartner's headquarters, but I doubt that will increase the level of awareness about IT analysts among my classmates. We'll see. Anyway, with family and friends I generally tell them that in the computer business there are all these research firms who write about the industry and provide advice to customers about what to buy, at the same time they also provide advice to the computer vendors about how to sell. (Listeners often see that as having, shall we say, inherent ethical challenges. But I assure them those challenges are completely manageable.) And then I say that it's our job in Analyst Relations to make sure these research firms understand IBM's products and strategies, and become convinced that IBM is doing the right things for customers. It's also our job to listen to what the analysts are saying about us, and to make sure IBM harnesses the wisdom in those assessments.

What are good things about your job?
It gives you a lot of opportunity to be creative. Sometimes I tell people it's like being an attorney in a courtroom with no judge and no rules of evidence, but just a jury….a professional jury that has heard case after case, and they've heard it ALL. And it's our job to bring before that jury whatever facts or logic we can muster to make the case. Because IBM's success in the marketplace depends on it. When you think about it that way, it's a lot more exciting and challenging than most other jobs. Just don't expect a TV show about analyst relations to replace Law & Order.

What are things you would change?
Honestly? I'd give me the same responsibilities, but more power and money to do the job. Most of our AR resources are dependent on unit budgets, and corporate spending targets. If it were only my call, there are people I'd move from here to there (probably China, India and Japan), and units that would spend more or spend less on Analyst Relations than they do. Generally, I see a dollar spent on AR as being more effective in driving business results for IBM than dollars spend in some other areas, such as mass media advertising. But IBM is a matrix, and I have to work within that matrix politically. No surprise there.

You manage one of the most (if not the most) effective analyst groups in the industry. Can you talk about why that is and how it came about (without giving away secrets)?
No flattering the boss, okay? If IBM has an effective AR program, it's because: 1) a quarter century ago a guy named Sam Albert recognized that we needed to engage analysts as part of our selling process, and 2) certain senior executives (e.g. Steve Mills and others) were hip early on to the impact that analysts were having and the importance of managing our relationship with them in a dedicated, formal way, and investing sufficient resources to do that properly. I'm just the guy who's been brought in to drive the truck over the last few years.

You deal with some of the most powerful executives in the industry. How has that changed the way you work?

Well, I worked with some fairly influential people in Washington before IBM. One time, during the Watergate hearings, Sen. Howard Baker leaned over and asked me if I had any questions for the witness. But I was just sitting in for Weicker at the last minute, had no idea who the witness even was, and declined. Wish I had a photo of that now, though. Compared to politicians, information technology executives are generally less egotistical and easier to serve and support. But they are also less used to being knocked around than politicians are. That makes some industry executives wary about going toe-to-toe with analysts. So the key variable in AR for our executives is not how they deal with us, their staff, but whether they are "fully there" when they engage the analysts. They should engage the analysts with respect on a level playing field, because there is gain to be had in both directions. Vendors executives can learn a lot , from analysts at the same time they seek to influence their views and sell "their story." So it's worth doing, and doing well, despite that fact that analyst criticisms are never easy to hear. The best IBM executives at all levels instinctively work to cultivate relationships with this key influencer community.

What do you think your legacy will be given all that has been accomplished at IBM Analyst Relations?
I expect the next person in this job will do it better than I have, and I will be disappointed and amazed if that doesn't happen. This a march, and we learn something new every day.
What is your vision of the future for Analyst Relations.

What is your vision of the future for Analyst Relations.
My vision is that we will help IT analysts to increasingly focus on business issues (not just technology), that we will improve IBM's ability to leverage their output to drive business results, especially in emerging markets, and that we become change agents and allies with them on societal and governmental issues where we have a common view, on behalf of the industry we both serve. And get home by 6 o'clock.

September 30, 2005

IBM Bloggers, who are we? - Ed Brill

Filed under: Bloggerview, Blogging — deladequacy @ 7:15 am


I'm especially excited today, as this interview with Ed Brill is the first (in what I hope is a series) about IBM bloggers. Ed was nice enough to help point out that my RSS feeds got messed up when I switched templates. He performed this act of kindness when he didn't know me from the next guy at the airport, which as you'll read is where he's been quite a bit lately. In another act of kindness, he stayed up late from who knows where to complete this interview.

When I first got on to blogging, Ed was one of the first guys at IBM I read. I encourage all of you to add him to your feeds.. He can also be found at developerWorks. So without further adieu…..Ed Brill.

What is your job title (and what does that really mean as far as your job)?

Business Unit Executive, Worldwide Lotus Notes/Domino Sales. I'm responsible for the success of these products in-market worldwide. That means I work outward — with IBMers, partners, customers to provide the right solution with Notes/Domino, and inward with product management, marketing, development and support to make sure we are building a successful product.

Some work experience that you want to tell?

I've been at Lotus for a little more than 11 years. I've had a variety of roles: pre-sales engineer, Notes product manager, Domino product marketing, Notes/Domino offerings manager (what most companies call a "brand manager"), Lotus competitive strategy leader. Before IBM/Lotus I was in IT at US Robotics, FTD, and Indiana University Computing Services. I've been "online" since 1988.

Any hobbies or fun stuff you want to discuss?

I really enjoy travel and photography. I'm fortunate that my job takes me to all corners of the planet, and I've visited 45 countries so far (30+ for business). I rollerblade when I can. I work out of a home office in my hometown, which is a really interesting thing when you consider the global nature of our company and specifically my role.

How do you describe what you do to your family and those who don't work in our industry?

Heh — I tell them that I'm responsible for selling Lotus Notes. We have good brand recognition so a lot of people know the product even if they don't use it. My mom used Notes at her last job before she retired. If they don't know Lotus Notes, I just tell them I work in computer software or "internet stuff".

What are good things about your job?

My job is an MBA-by-fire — I get involved in all aspects of running a market-leading, mainstream product for IBM. I get to talk to customers every single day. I work from home, and love the flexibility that offers. I work with a product that gets press and analysts talking, that draws customers to conferences, and that continues to confound and irritate my competitors. Most of all, I have met and continue to meet some really amazing people.

What are things you would change?

I'd like to be able to get more mindshare for my product within IBM. I'd like to be able to react to market conditions more quickly than sometimes is possible.

What are the biggest challenges at IBM?

IBMers have hundreds of solutions we can talk about with customers — hardware, software, services, business consulting, training, even financing. Our competitors like Microsoft and Oracle get to have laser-sharp focus when they talk to CIOs and CEOs. It would be great if I could have every IBMer talking to every customer about Lotus Notes. I'm sure every product leader at IBM would say the same thing :)

How did you get started as a blogger?

My friend Volker Weber encouraged me to try it out, not necessarily with a goal in mind but because I've always enjoyed writing publicly. Over time, it evolved into a way to continue the one-to-one interaction I've had with customers in our online product forums over the years, with more focus.

How has that changed your job?

I consider my blog to be a critical part of how I can be successful in my job. I get a sense as to what is going on in the market, and my customers know that they have a source for up-to-the-minute, unfiltered information. I've been able to win in the market, and especially been able to defend against competitors who are more liberal with their use of fear/uncertainty/doubt in the market, all through the voice of the blog and the blog-o-sphere.

Since analysts read this, what would you like to say to them about Lotus?

The analysts are mostly saying encouraging and positive things about Lotus these days. I've been pleased that they mostly recognize that Lotus has successfully passed through a technology transition period, and that the Lotus business is presently successful and growing. I think what I'd like analysts to consider is more around applying a critical eye to some of the messages coming from my competitors, either about their actual vs. perceived success or the robustness of their solutions.

What are you looking forward to in the upcoming years, either products or how you will work differently?

I'm really looking forward to the evolution into a full contextual collaboration era, with some of the tools IBM Research has been building for the last few years coming into actual shipping products. Specifically, I'm really interested in convergence of mobile/pervasive devices, instant messaging and VoIP, and other tools that will really be intelligent about message delivery and filtering.

Any thing else I missed you want to say?

I think the market will notice soon that there has been a huge increase in the number of IBM bloggers in the last few months. We have some strong and important voices, and my IBMer blogroll grows by the day. We might not have been the first company to embrace blogging, but it's becoming increasingly important in how we embrace the IBM values around customer success and personal responsibility. I'm not afraid to tackle the tough questions customers are asking, and I think more and more we will see supply chain and vendor transparency like that in-market.

September 27, 2005

It’s a dog’s life

Filed under: Bloggerview, family, humor — deladequacy @ 9:23 pm

I got good response on my dog, Boxer Rebellion as well as my interview series, so I thought I'd interview her by describing her day.

Here's how it goes…..

Wake up, Oh boy! my favorite!
Go for a walk, Oh boy! my favorite!
Eat Dog Food, Oh boy! my favorite!
Play with my toys, Oh Boy! my favorite!
Bark at the kids leaving for school, Oh boy! my favorite!
Nap, Oh boy! my favorite!
Lunch with Dad, maybe some people food, Oh boy! my favorite!
Go for a walk, Oh boy! my favorite!
Bark at the mailman, Oh boy! my favorite!
Kids come home from school, Oh boy! my favorite!
Nap, Oh boy! my favorite!
If I'm good, I get a treat, Oh boy! my favorite!
Dog food, Oh boy! my favorite!
Bark and play with my toys, Oh boy! my favorite!
Go for a walk, Oh boy! my favorite!
Time for bed, sleep on Dad, Oh boy! my favorite!

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