Ubiquity is best described as a macro language for the web, or a personal mashup engine. You assign a hotkey (such as Alt-space or Option-space) and a box comes up, which you can enter ubiquity commands in. I’m not going to tell you all about them – just watch the video:

At this point, Ubiquity’s functionality pretty much requires a Google account – the email, calendar, maps and contacts integration is all with Google’s offerings. I expect that to change rapidly, as developing custom commands for Ubiquity is at a very basic programming level.

The case uses that are immediately apparent include adding maps and multimedia content to emails and blog entries (I use Scribefire – this assumption assumes that you compose your blog in your browser); having a lot of info available without having to tab away from the web page you’re on; and making some complex web tasks far more efficient. Mozilla is ambitious, though – they see Ubiquity as the ultimate personal web assistant, that will someday let you issue a command to book a trip; issue another to set up a multi-party meeting, and, who knows? Vacuum the house and feed the fish. Aza discusses that vision here.

Try Ubiquity out. Install it from here. Let me know what you think, and what case uses you envision for it.

• Virtualization Webinar

I’m preparing a webinar for NTEN on the power and benefits of Virtualization technology. Geeky stuff, yes, but the entire concept of server management has been turned on its ear by this development and it’s fascinating stuff for even smaller nonprofits.

• Software Purchasing article

Idealware will likely publish an article I’m writing on how to successfully accomplish a major software purchase. How to identify the suitable apps, prepare the Request for Proposal/Quote, and get the right people at the evaluation sessions.

• BDP Website

The Briggs Delaine Pearson Foundation is a nonprofit in Clarendon County, SC, where the first action in what eventually became Brown vs. the Board of Education began. My Grandmother-in-law was one of the original signers of that petition, along with other family and the attorney, Thurgood Marshall. My wife and I are going to revamp the current website to tell the story in an engaging fashion, invite participation from others, and, ideally, make the site more of a tool in garnering support for an organization trying to accomplish the unfullfilled promise of the Brown decision in the community where it all began.

What are you up to?

Some say that we’re moving away from blogging to the next trend, dubbed “Lifestreaming“. But I wouldn’t call this a lifestream. “Stream-supplementing” might be more to the point. I hang out in a number of places online, the key ones being, in some kind of meaningful order:

LinkedIn – this is where I keep my resume and stay connected with people I know through work and community.

Twitter – This is where I do most of my online communication lately. My Twitter community is mostly made up of people I know through NTEN and other NPTech circles. You may think I’ve been pretty quiet in the two or three months since I last blogged, but I’ve published about 700 tweets.

NTEN, or, more accurately, the NTEN Groups like NTEN-Discuss and the SF-501TechClub. These are online lists, sponsored by NTEN. I’m also reasonable active on Deborah Elizabeth Finn’s excellent Information Systems Forum, a Yahoo Group.

Idealware – Laura’s made me a staff writer, of sorts, and I should be contributing more articles this summer. I also comment on the blog regularly. Some of my Idealware articles are also picked up by Techsoup.

So, those are great places to find me. And this is where you come to contact me, or catch up on where I’ve been. I can’t call it “lifestreaming” – my life isn’t a show, and if it was, it wouldn’t be a very interesting one. But I do publish he pieces of it that I think might be valuable to others, and I’d rather publish them in places that others go, so it makes sense to have a web site that serves more as an signpost than a destination.

This week, Google announced that their internet portal page, iGoogle, would be incorporating widgets, or, as they call them, Gadgets that perform the type of social networking functions that online social networks like Facebook, LinkedIn and MySpace provide.  This comes at a time when Twitter, the group chat/micro-blogging tool has been rising up the social staircase and getting a lot of new users and attention.  Twitter, unlike the more established social networks, is more commonly accessed through third-party, desktop applications than the twitter.com web site.

I like this trend.  My primary social networking site isn’t Facebook or LinkedIn—  it’s GMail.  Twitter is the first thing to challenge that.  Because, for me, it’s not about the brand – it’s about communication.  So Facebook has it’s ouvre, it’s demographic market, and, like everyone else, it’s mission to learn everything there is to learn about my network’s shopping preferences, and the slow website and constant “spam your friends” requirements of their tools really puts me off.  LinkedIn has a cleaner, more professional aesthetic that I find a lot less annoying, but my favorite new feature of theirs is the ability to subscribe to the feed of my network updates in my RSS reader (something Facebook doesn’t provide).  So I’m rooting for the destruction of the social networking brands, and the ultimate incorporation of powerful social tools into my my desktop, RSS Reader and email.

At that point, I’ll be able to take advantage of the powerful interpersonal tools that the web enables. I’ll still travel to my friends and associates web sites; and I’ll still visit the Ning and Drupal communities that matter to me.  I won’t need a middle man like Facebook or MySpace.  That will be a happy day!

An IT Director in New York City, working for a large nonprofit (650 people, multiple locations, full IT platform), got approval from his boss to hire in a Systems Administrator (punchline here) at $40,000 annually.  Understand, System Administrators rarely make less than $75k a year at similarly sized for profits.  The boss pulled that number out of a salary survey, but, given the quality of it, I say he might as well have pulled it out of a hat.

Determining what’s fair—or, as we call it “market”—pay is an art in itself, and good salary surveys, like the one NTEN produces, offer far more than suggested wages – they provide context, like location, industry standards; they discuss trends, and the best ones frame the survey results in what the numbers should mean to us.

So, when I read the NTEN survey, and saw what were still ridiculously low salaries in comparison to the for-profit pay scales, I didn’t read it as “these are good numbers”.  I read it as “our industry doesn’t value technology.”  Literally.  If our salaries are at 50-75% of the rest of the world’s, how are we going to attract long-term, talented people?  And if we have a revolving door of mediocre (or, more accurately, some stellar, some miserable) sysadmins running our critical systems, how much money, productivity, and plain competence at our important work are we going to sacrifice?  What’s the cost of maintaining instability in order to save bucks on payroll?

So my pitch is that we have to stop thinking that there’s a metric called nonprofit wages.  There are market rates for positions, and there is a value in serving a mission.  So a nonprofit salary is a market salary (what a for profit would pay), less the monetary value of being able to serve the mission.

Nonprofits can’t keep thinking that they exist in some world within a world.   They complete with all businesses for talent, and, in the IT realm, for profits not only offer better compensation, they offer more toys, bigger staffs (which translates to more techies to pal around with, something a lot of my staff have missed in nonprofit), and, often, newer technology to learn and deploy.  In our field, it’s all about current skills.

So I feel for my compatriot in NYC, and hope that he can muster a case for his boss, for both his and his bosses sake.  If NTEN is reading, a great accompanying metric for the salary survey would be IT turnover tracking, as well as interims when key poisitions (CIO, Sysadmin) are unfilled.  Info on how that impacted business objectives.  We need to do more than just report on the pay – we have to document the impacts.

So it struck me that Second Life, as a virtual meeting place, has, at the very least, potential that should be vetted.  I have yet to do that vetting – I plan to give it a shot tonight by attending a virtual meeting with the Techsoup virtual community. On Wednesday, I created an account and figured out just enough about how Second Life works in order to get to the meeting later. Reactions:

Good:

• Second Life supports voice, if you have a microphone and stereo speakers, and does it well enough that, if you’re conversing with someone who is, in the Virtual Reality, standing to your left, their voice will come from the left speaker.


• It was easier than I thought it would be to move around and figure it all out.  Your mileage might vary.  It is, necessarily, a somewhat busy interface.

Bad:

• You are not only advised to not use your real name, you can’t.  The account creation process lets you create a first name (text input box) ad select a last name from about 25 in a drop down list.  After being advised to “pick my name carefuly, it’s permanent, and can’t be changed”, I had little option to actually pick a name that I identified with or took seriously.


• Big roots in the gaming community, obviously.  The account creation process offers you ten avatars to choose from (avatars being the cartoon images that will represent you in the virtual world).  Five female, five male – I was not going for the female impersonation thing, so that left me five.  Of those, one (“Boy Next Door”) was fairly innocuous, although it looked about as much like me as Fred from “Scooby Doo” does.  If I didn’t want to be Fred, my choices ranged from anthropomorphic fox people to what must be villains from the old “He-man, Master of the Universe” Saturday morning cartoon.  Mind you, I was able to customize Fred’s appearance, and while I was shooting to make him look like me (I know, completely unclear on the concept here), as close as I could get resembled my punk rock days in the late seventies.

So, I’ll do a follow up post after I get to do what I set out to do, and evaluate Second Life as a virtual meeting place.  But, already, I’m trying to imagine how I explain to the eighty or so Earthjustice Attorneys that step one is to pick a name like “John Vigaromney” that you’ll be known as, and step two is to decide whether you want to look like a furry animal or a grim reaper.  Then determine whether the avatars will reduce any serious meeting on global warming or mountaintop protection strategies to jokes and hysterical laughter.

I’m really not looking for Second Life, but there’s a huge—and maybe critical—application for Supplemental Life, which lets online collaboration more intuitively replace travel.

No one?

As a long-time IT Director, who came up through the system administration ranks, I dread those situations where the deadline is near, the answer is far, and the only option is to call the company’s support line.  Mind you, it’s never my first option – a well-phrased Google query, first sent to the web, then to Google Groups, is far more likely to get an answer quickly.  And there are those application manuals, gathering dust – the best ones will have good indexes. Also, decent applications have online support forums, and the best ones let you search without joining first.

What makes me crazy is this:  the chances that the $10/hr front line support person answering the phone will know more about the application than I do are slim.  This isn’t arrogance, it’s experience.  I’ve almost certainly installed more applications in my career than he or she has ever used.  And I know, for a fact, that that support person has a script—a series of questions that they have to ask me verifying that I’ve tried all of the things that I’ve already tried.

So my mission, should I be lucky enough to accomplish it, is to bypass all of this.  Sometimes I can, sometimes I can’t – kind of depends on how much independent thought the $10/hr type is willing to apply.  Here are my techniques:

1. Remember that I’m speaking with someone who makes $10/hr (or less, particularly if it’s outsourced to another country) to take all sorts of abuse.  I’m patient, polite, gracious.  It’s not their fault that I have the problem, whatever the problem is.


2. Appeal to their intelligence.  Experience, which I have the edge on, isn’t intelligence, and salary level isn’t an indicator, either.  If the support dude feels like I’m treating him or her respectfully, they’ll be more motivated to really help me.


3. That said, still be authoritative and a touch arrogant.   Let them know that you are not a novice.  “I’m IT Director for a national organization and have years of experience with all types of software.  I have a specific question about this feature; I have tried all of the standard debugging methods and have been through the manual and support forum.  If you are not the person most knowledgeable about this area, can you connect me to someone who can assist me?”  Goal here – skip to the higher level tech support, do not pass go, do not collect half an hour of aggravation.

I don’t vary any of this for U.S. based vs. outsourced support.  It’s the same job and territory.  If anything, based on experience, it does seem to me that the outsourced first-level support is often more knowledgeable than American counterparts, maybe because it’s not an entry level job in India or China, or one with high turnover, as it likely is here.

[This post is a shout out to friends in the NTEN IT Directors Affinity Group, a few of whom made the request]

So, I took my family to see the movie yesterday. The movie takes the ten minute tale and strrrreeetttccchhess it into a 90 minute film with mostly topical humor. As father to a homeschooled son, I was pretty offended by one joke. Early on, the haughty, over-critical kangaroo, voiced by Carol Burnett, protests that Horton can’t be allowed to spread these horrible lies about tiny people, that he’ll corrupt the youth with his overactive imagination. But her little kangaroo will be all right – “he’s pouch-schooled”.

This promotes the sad, but popular stereotype of homeschool parents as over-protective and narrow-minded. It’s this type of stereotype that, last month, led a three judge panel to rule, in a case of possible domestic abuse, that children can’t be homeschooled in California unless the primary parent doing the homeschooling is an accredited teacher.

Three judges ruled on one case of possible neglect and abuse, and then took a giant club and swung it as wide and far as they could, hitting every one of the estimated 200,000 homeschooling families in California. We aren’t abusing our child; we aren’t hiding him from the world—quite the opposite! What we’re doing is working as hard as we can to provide the educational environment that he will soar in.The state government should respect that.

I’m blogging this because it’s the tip of a very large iceberg. While homeschooling wasn’t our first choice, public school isn’t an alternative that we would consider, even if our kid was one of the minority of children whose learning style meshes with that educational model. The No Child Left Behind Act is ravaging our school systems, and creating an environment where fear and threats determine the curriculum, much as fear and threats have dominated our political arena in the George W. Bush years. Children are taught to pass tests, and the ability to test well is a skill unrelated to the ability to think.

The kangaroos are in the classroom. What kind of world will my child grow up into, if all of his peers are taught only how to memorize, not to imagine and discern?

In 2004, I was reading Jon Udell’s Infoworld columns about a new technology called “Really Simple Syndication”, RSS.  The technology interested and thrilled  me a bit, because it looked like it might provide a much needed management tool for web-based information (which it did).  In early 2005, I was browsing through popular bookmarked web sites at Del.icio.us, a web site that made innovative use of RSS, and saw a link entitled “The Top 10 Reasons that Nonprofits Should Use RSS“.   I noted that the author, one Marnie Webb, of course, worked near me in SF at Compumentor/Techsoup. The next week, I ran across a  post by the same Ms. Webb to the del.icio.us mailing list.  Armed with the knowledge that there was someone else obsessed with the same technology trends and potential that I was, I emailed her and said “You don’t know me, but we have to have lunch”.

The rest is this story—this blog, Techcafeteria, my happiness in finding/joining NTEN, which Marnie introduced me to.  We started up the nptech aggregator web site, as the next logical progression in Marnie’s campaign to get people around the world referring useful information to each other via that ubiquitious tag.  But I am positive that my story is far from unique—Marnie is one of those people who, in her unassuming way, promotes ideas and community. So, good work NTEN, and great work Marnie! A well-deserved award.

• a bigger crowd than the prior year;


• a meticulously planned event that leaves no room for anyone not to get a lot out of it;


• great speakers; great food; great networking.

I participated as a panelist in three sessions:

• Change Management: The People Side of Tech Adoption, which I designed. Steve Heye, a technology planner for the YMCA, and Dahna Goldstein, CEO of Philantech joined me, replacing Amir Tabei, CIO of NPower Texas, who fell victim to air traffic problems that messed up a number of NTC commutes. I thought the session went reasonably well, with some valuable info imparted and a good dialogue, but it got a little testy toward the end, which I think is indicative of a lot of the frustration we all have with the knowledge that technology planning is key to successful change management, but there are still far too few CEOs that get that. Or, it could be because the room was too small and we were practically sitting on top of eachother…


• Will Your Data Be Yours? Evaluating Data Exchange in Software. This one, led by Laura Quinn of Idealware and with Alan Gallauresi of Beaconfire, was far more technical, diving deep into data exchange technology. Alan took the real technical role, and I did my bit to soften it and tie it to real world examples, but, truth is, I think we had an audience that was pretty good with the acronyms, and it was another successful session.


• Finally, Roundtable: How I Solved my Data Integration Problem was led by Dahna (above), and we were joined by Corey Snipes of Twomile Information Services and Richard Jeong of The Friends Committee on National Legislation. Again, the other guys took the more technical side while I presented the management issues. This was, I think, the best session of the three. It really was a mix of the first two topics, focusing heavily on the politics around integration projects, and the dialogue was really robust, as with the Change Management session, but much more friendly.

Rumor has it that that last session was videotaped – I’ll link here if it shows up.

I also attended a pretty compelling session on organizational metrics. Steve Wright (Salesforce) and Rem Hoffman (The Center for What Works—day job: Exponent Partners) pitched a movement to change the metrics that nonprofits are judged by from the standard financial ones that Guidestar tracks to a more mission accomplishment-based model. This is an ambitious, but important effort, and Rem’s Center is a good place to start.

On Friday, I attended the first Meeting of the NTEN IT Directors Affinity Group, and, once again, we were in far too small a room. It started out a bit surreally. We all agreed that this was a place for the leaders of Information teams in organizations to talk freely about our challenges and our vendors. We started the session with round the room intros – name, org, number you serve and number on your staff. The fourth person explained that he was from some charity-focused telco and wanted to talk to us about his company’s offerings. I truly thought this was a joke, but when I called him on it he got up and shuffled uncomfortably out of the room. If you do anything similar to what I do for a living, then you know that it’s an endless barrage of cold calls and spam. As IT decision makers, we are all walk around with big targets on our chests for these vendors. They have little sense of propriety, as this truly illustrated. It’s amazing that they don’t just ring my doorbell and invite themselves over for dinner at night.

Note: I make a huge distinction between vendors selling products and services and nonprofit-focused consultants (circuit riders). Circuit riders tend to people who are just as mission-focused as I am, and see a more effective role for themselves as freelancers than employees. Vendors want to sell me products. There are many decent, nice vendors, and many who will discount software for worthwhile organizations, and I’m highly appreciative. But the best ones also know that we have enough to do without listening to pitches every ten seconds. Hard selling in the nonprofit community is not cool.

So, rants out of the way, the conference also offered great New Orleans excursions for food, the traditional Day of Service, where conference attendees donate time and expertise to local non-profits (I consulted for the Pro Bono Project), and a couple of keynotes. They were unusually weak this year – David Pogue, NYTimes tech critic, gave an entertaining canned performance that, while funny, lacked much in the way of relevance and depth. Most of us actually already knew about cell phones, Google, Internet TV and Web two-dot-oh. He would have done better to find out who he was addressing prior. On Friday, three women from New Orleans non-profits told interesting stories and painted the rosiest picture possible of New Orleans’ post-katrina recover—I mean, renaissance. Their talk was countered by a rash of twitter links to articles on how only a 16th of the families that own houses have actually received the money promised them (not to mention the fact that anyone renting is just out of luck). New Orleans felt like a ghost town, with pretty empty streets and lots of for sale signs. It is certainly inspiring to see and hear about the efforts of the local churches and nonprofits to rebuild it, but it’s a continuing disgrace that the government and national media ignore the situation and let incompetence guide every move. The federal government has pretty much abandoned the gulf coast.

Next year, NTC comes home—it’s in San Francisco. I look forward to attending without flying, for once! I have every confident that it will be one of the five best conferences I’ll have ever attended, as this, my fourth NTC, was one of the four.

• The Techcafteria website has been cleaned up a bit – consulting pitch removed, as I’m fully employed at Earthjustice; I also beefed up the documents section. I was happy to find my Non-Profit Times article on Data Management Strategy is now available in their free archives.


• Upcoming articles: I’ve submitted a draft of an article on Document Management to Idealware, which might see publication in the next month or two. I’m a big proponent of enhancing the process of saving and opening documents, and I have a lot of experience with it, having spent most of my career at law firms. I’m also one revision away from a good guide to dealing with your domain name – how to register it, what to look out for, and what to do if things go wrong. My impression is that this is a big headache for NPO’s and I can’t find much written on it at Techsoup or other logical places.


• The NTC is coming up quickly! I’m really looking forward to NTEN’s annual Non-Profit Technology Conference in New Orleans in March. I’m leading a panel on Change Management (“the human side of technology adoption”) and I’m participating in one or two Open API-related sessions, following up on my first Idealware article. I’ll say it again: Holly and the team at NTEN put on the absolute best event you can hope to go to. I’ve been to tech conferences put on by Microsoft, O’Reilly and others, and they should simply be ashamed of themselves. The planning and quality of the event, meals, sessions, locations for NTC always excel.


• And I’m on the committee for NetSquared’s next Developer Challenge, tying in with the 3rd annual NetSquared Conference in May. Billy Bickett and others at Techsoup/Compumentor are looking to make it even more exciting this year than last, with a host of big name companies sponsoring and participating.

Facebook is decidedly social. You fill out your profile, connect to your friends, and, from that point on, every time that you or a friend do anything on Facebook, the rest of your community knows about it, as a constantly updating scroll of alerts keeps you up to date. I know that Scott won a Disney trivia quiz, that Holly is now friends with Heather, and that Michelle has been experimenting with Trac, my favorite source code repository software. That’s a lot more info than LinkedIn tells me about my associates when I log on there. I also know, or have good reason to suspect, that a co-worker of mine broke up with his partner recently, because he updated his profile to note that he’s single. That was more info than I really wanted to know…

Most of what can be done on Facebook involves using the custom apps that programmers and pseudo-programmers (like me) can easily develop for the platform. The problem is that the majority of these apps are astoundingly trite in nature. There are hundreds of apps to let you poke your friends and compare your pop culture acumens. But there’s little of substance. I know that what drew the bulk of my friends to this platform was the promise of using it as a mission-marketing and fundraising tool for our non-profit orgs. There are plenty of apps that support that, but I’m pained to see where this is a very effective tool for it, unless donating to something meaningful makes people feel a bit better about themselves after six or seven hours of online tickling, poking, and otherwise engaging in remarkably trivial pursuits.

Social networking takes a lot of forms on the net, from the little “people who bought this also bought that” notes on amazon to the web-based communities around games and mobile devices to the whole hog social networks. The latest educated speculation is that Google and Yahoo will start adding social networking features to their email platforms, and Firefox 3 will act as an aggregator, pulling data from multiple social sites into the browser interface. If nothing else, this tells me that I can choose to join Facebook or Myspace today, but next year the challenge will be opting out.

Slam the blogosphere if you want, but the social interaction there starts with someone writing something they care about. And if you read a blog entry that speaks to you, you can engage in a focused conversation via the comments. Or, as I’ve done a few times in the past, roundtable discussion among related blogs. Something about the trivial level of automated discourse on Facebook almost knocks out the potential for meaningful interchanges, and when something more real pops up—like someone changing their profile to reflect a very real change in their life and who they are—it’s awkward to see it scroll up, sandwiched between the latest flixter movie showdown and the news that some friend of yours is bored with their commute. This almost moves the level of discourse between my friends and myself about three steps closer to spam. The Facebook brand of social networking is far too dominated by the fact that, even for an internet junkie like me, the majority of things that I can do on Facebook are not that interesting, meaningful or real.

Smartphones come in a variety of flavors:

• Blackberries


• Treos (PalmOS or Windows – new variant: the Centro)


• Windows Mobile phones


• Apple iPhone


• Others (Nokia, Symbian).

My requirements were as follows:

1. A decent voice phone


2. A real QWERTY keyboard


3. Push (or automated pull) email from my org’s Exchange server


4. Access to GMail


5. A good screen


6. A Password-keeping application


7. Third party apps


8. Some ability to get internet connectivity for my laptop


9. Not a requirement: small form factor.  I actually prefer a decent sized screen and keyboard.

Note that this ruled out the iPhone on two or three counts. The iPhone can only do POP and IMAP email, making it far less capable for Exchange than a Blackberry or phone that supports Activesync (which includes any Windows Mobile device and all current Treos, Palm or Windows). iPhones also have only a soft keyboard, and I spent about an hour trying it out at the Apple store with way too many errors. Since I’m geeky enough to actually write things on my phone, the lack of cut and paste was pretty serious, as well. Finally, no java support and, at the time, no support for third party apps. Jobs announced a turnaround on the last one the day after I bought my new phone, but I’m still happy I steered clear. Maybe in two years the iPhone will be a better choice; for now, only buy it if you are looking more for a music and movie machine than a business phone. It rules for multimedia, yes.

There’s a reason why I’ve stuck with Treos for so long, and the new Centro – which is, essentially, the Treo 755p in a smaller body, is a great deal, particularly if you switch to Sprint to get it at the $99 price. The keyboard is small, but I had no errors testing it. I stayed away for a few reasons: Sprint, who I was trying to ditch; no wifi; and a small, lo-rez screen.

I’m not a Blackberry fan – having supported them at the last two companies I was at, I’m convinced that they’re buggy as all get out. And the push email, which was revolutionary a few years back, feels more and more like a hack, now that Microsoft has Activesync down. While it’s true that Activesync is more of a drain on the phone (it’s not true push; it’s just scheduled pull), it’s pretty seamless. My Earthjustice mail comes right to me, wherever I am. That said, I was pretty intrigued by the Blackberry Curve, and almost sold on the T-Mobile version, which comes with their Hotspot@Home service, allowing you to switch to VOIP (which isn’t charged against your minutes) whenever you’re in wireless range. But I couldn’t get all of the required T-Mobile and Blackberry required plans without upping my monthly bill by about $35 over Sprint, so I passed on it.

I wound up with what I think is the best Windows Mobile smartphone, the T-Mobile Wing (made by HTC, AT&T has something just like it). The Wing has a slide out keyboard, much bigger than the Blackberry or Treo; Windows Mobile 6; Wifi (but not Hotspot@Home); a 2 megapixel camera (very nice) and – this is important – a MicroSD slot that can take the new high density cards. The Curve maxes out at 2GB, but I’m carrying a 6GB card in my Wing. This allows me to copy my 500-600 song playlist to the card and have plenty of spare room for photos and other things.

Two warnings: It is Windows, so I have to reboot daily (I went months without rebooting my PalmOS Treo). it is sincerely Mac-hostile. My main computer is a Macbook Pro. I had to buy Markspace’s Missing Sync in order to sync iTunes playlists with it, and I still have to sync with a Windows machine to install additional applications and sync data in apps that don’t speak Mac. So if you don’t have access to a Windows box, or you don’t want this hassle, stay away from Windows Mobile.

The icing on the cake was that T-Mobile’s unlimited Internet plan (at $20/mo) includes unlimited access at any T-Mobile hotspot, for your phone and/or your computer. This means that, as long as I don’t mind buying Starbuck’s coffee, I have wifi access virtually anywhere I go. That was a killer feature for me.

To sum up, the best deal out there is probably the Sprint Centro. But T-Mobile is the only provider (as far as I can tell) that adds Hotspot access to their data plan. I’m paying about $5/mo more than I was at Sprint for all of the wifi access, and everything else that my Treo did.

I expect that buyer’s remorse will set in the day the Google phone arrives.  Rumor or not, it is almost certain that they’ll be announcing a mobile OS, based on Linux, with a suite of java apps as cool as their Maps and GMail for Mobile tools, which are really nice cell phone apps (another gripe: Windows Mobile can do Google Maps, but not GMail.  I’m hoping someone will fix that soon.  But gmail.com/m works fine). But in markets like these, I figure you have to just buy your phone when you need it, and avoid being too much of a beta tester.

The article went through a lot of rewrites, and we had to cut out a fair amount in order to turn it into something cohesive, so I hope to blog a bit on some of the worthwhile omissions soon, but my day job at Earthjustice has been keeping me pretty busy.

I’ve managed CRM rollouts at two large companies: most recently, Salesforce at SF Goodwill; years earlier, an obscure but awesome CRM called Interaction at Lillick & Charles, a San Francisco law firm. My take on it is that CRM can be business-model altering software. Mind you, it doesn’t have to be—- it can be a simple contact and/or donor management system—but maybe it should be. Because properly deployed CRM gives your organization the ability to operate in a relationship-centric fashion. Instead of having isolated departments and functions that, of course, are heavily involved in relationships with other people and organizations, CRM centralizes all of the information and history of your organizational contacts and allows you to far better understand and manage those relationships. Vendors can be donors. Donors can be volunteers. If you have that overlap occurring today, you might not even be aware of it.

Zooming down to earth, my experience is also very hands on when it comes to the actual technical work involved in moving to a centralized CRM platform. I can share a lot about the tools and methods available for integrating and migrating data from other systems.

The webinar will focus mostly on best practices for implementing CRM. But we’ll start with some of the high-level, what this means for your org; spend the bulk on the project planning and implementation practices; and, if there’s time and interest, dive into some of the techie stuff. My approach to these things is to have half the session prepared and half of it open to the group interests, and I think I’ll make it worth the $50 ($25 for NTEN members) if moving to new donor databases and CRM platforms is something you’re likely to be involved in.

It’s funny how many connections I had to this organization prior. First, the Communications Director there is a dear friend of mine who used to work for me at Goodwill. When they asked for my references, I had to explain that she had been on the list for years. Second, the consultant they were working with is a friend of mine through NTEN, and he had actually introduced me to my predecessor there last year, who gave me a heads up about the job.

But the connections are even deeper. My first “real” job (discarding the ten years I spent working in restaurants and playing in bands in Boston in the late seventies/early eighties) was with a small law firm in SF that had spun off from a larger firm called Lillick & Charles. My second job, where I was first promoted to the IT Director role, was with Lillick & Charles (since merged with giant firm Nixon Peabody). I took a very intentional detour after that out of the for-profit world and to Goodwill. Earthjustice, oddly enough, was founded by a couple of Partners from Lillick & Charles.  So it’s a small world I work in.

So I’ll be closing the consulting services section of Techcafeteria, but I’ll be keeping the website going as time affords. It’s been an interesting year for me, so far. From 1986 until 2007, I held three jobs. I stayed at each one for at least six years, and I secured the next one before leaving the prior. I haven’t been unemployed (aka self-employed) for over two decades. But I have a bit of a self-imposed challenge – I want a job with deep business and technology challenges, at an organization with a worthwhile mission, at a pay scale that, while not extravagant, is enough to support my family living in the Bay Area, where my partner spends most of her time homeschooling our son. Those opportunities aren’t a dime a dozen. I reached a point early in the year where I was downright desperate to leave the job that I was at (a long story that I have no intention of relating here!), and applied at some for-profit companies. I think I sabotaged myself in the interviews, because it eventually became clear to me that having day to day work that combats social or environmental injustice is a personal requirement of mine. My partner supports this—she was proud to tell people that I worked for Goodwill and she’s even more excited about my new gig, which sports a killer tagline. So setting up the consulting practice was—and probably will be again—a means of staying solvent while I was very picky about what I applied for.

One job that I pursued was with an org called the Pachamama Alliance. They are a fascinating group of people. Their story is that the indigenous people of Ecuador put out a call for help to the Western World as they saw the earth and their culture being destroyed by the clearing of the rainforests. The group forming Pachamama answered that call, and their mission is to “change the dream of the western world” into one that is in harmony with nature, as opposed to dominance and disrespect of it. They maintain that environmental injustice and social injustice are tied at the knees – where you find one, you’ll find the other. For those of you who saw Gore’s “An Inconvenient Truth”, you’ll recall the fact that the main water source for the Sudan dried up a few years ago. That bit of trivia puts the subsequent genocide in Darfur in an interesting perspective. Pachamama has adopted Gore’s tactics with a multimedia presentation that both educates and inspires people to adopt a more sustainable dream. It’s a timely movement, as it’s becoming clear to all of us that our current rate of consumption of natural resources is having dramatic impacts on the environment. Pachamama spreads the word by training volunteers to share the presentation. Well worth checking out.

In other news, I’m hard at work on an article for Idealware that attempts to deflate all of this big talk about APIs and put it in terms that anyone can use to understand why they might want to migrate data and how they might do it. I’m also talking with my friends at NTEN about doing a webinar on the best practices for rolling out CRM at a non-profit. As long-time blog readers have probably picked up, I consider Constituent Relationship Management software to be the type of technology that, deployed correctly, completely alters the way a business is run. It’s not just about maintaining business relationships and tracking donors – it’s about working collaboratively and breaking down the silos of business relationships and data. So installing the software (if software even needs to be installed) is the least of it, and data migration is just a chore. But aligning business strategy to CRM technology is the real challenge.

So, I’ll post next week about my new gig, and look forward to a long life for Techcafeteria as a resource on non-profit technology, with less of the hawking of services.

1. Why isn’t there more collaboration between non-profits and open source software developers?

2. Should non-profits seed software development?

You’d think that open source and mission-focused organizations would be a natural fit, given that both share some common ethics around openness, collaboration, sharing and charity, and, let’s face it, both have challenging revenue models that often depend on the charity of others. And I think that’s the rub—simpatico they may be, but non-profts need partners to satisfy their needs, not share them. So when Microsoft, Salesforce, Cisco or some other high-powered tech company throws a significant bone (and these companies are very supportive), they can take it without putting their sustainability at risk. And I like to think that their charity is returned in more ways than the obvious support of our missions. Non-profits can take risks and do some creative things that profit-oriented companies shouldn’t. When it became strikingly clear to me that Salesforce had data management goals way beyond CRM (The evening that Marc Benioff told me that he was very interested in Goodwill’s inventory management challenges), it pretty quickly occurred to me that there would be a mutually beneficial opportunity if Goodwill wanted to pilot some of Salesforce’s development in that new territory.

The Roadmap session was stimulating on a number of levels – if I weren’t about to get extremely busy on my own sustainment pursuits, I could probably blog non-stop on it. One of the fun things was systematically determining exactly how non-profits are different in our software needs from the software-consuming world at large. There are clear needs for fund development, case management, grant reporting/management, and advocacy that aren’t germaine to the standard business world. And the general market for non-profit specific software has some limitations, as I often mention. At Goodwill, I searched high and low for a Workforce Development case management system that sat on an open platform. It doesn’t, to my knowledge, exist – every option out there limits the clients ability to integrate data from and to other systems. Most of them have severely limited reporting capabilities. Ironically, one of the worst offenders is the system that Goodwill International commissioned and sold to the members.

If the time hasn’t come, then it’s about to – non-profits can no longer afford to lock up their data in inflexible systems. Business management is not about silos. Success lies in your ability to learn from the data you collect, and inter-relate data between disparate systems. It’s not about how many clients you served. It’s about the cost of serving each of those clients and the effectiveness of your methods. You need systems that talk to each other and affordable ways to correlate data. So if the existing vendors don’t value this—or, worse, have built their business models on keeping you locked into their platforms by limiting your access to the data—then you need alternatives. And since Microsoft will discount their own software, but won’t fund other vendors, you need to consider if you shouldn’t be putting aside some of your hard-earned donations toward funding that development.

A lot of the talk focused on ways that we can—or will be able—to get around Salesforce’s core assumption that we deal with companies and contacts when, in fact, donation management is about individuals and households. And a big topic was integration, with a lot of questions centered on what can or should be done in Salesforce and what should be programmed on top of it. Two technologies that popped up a lot were Facebook and Ruby on Rails. I learned about (and immediately grabbed) a Salesforce library that has been developed for rails, and Alan Benamer sang the praises of Facebook both as a compelling social network and a fundraising tool, via their new “Causes” feature. Facebook has been in the news for opening up a powerful API, which makes them pretty much the “Salesforce of Social Networks”.

In the afternoon, we got to th fun stuff – showing off what we’ve done. Six of the participant’s showed off projects big and small.

Ben Munat showed us ChipIn, a fundraising widget that currently is available as a wep page plug in, but will soon be integrated with Salesforce, Facebook, and other application platforms.

• Sonny Cloward showed us a very clean and elegant Salesforce template for fund development created using Salesforce’s Person object. The Person object, which can be used in lieu of Accounts and Contacts, was introduced late last year to a somewhat underwhelming response, the problem being that it’s an either/or choice. If you use Person objects, you can’t use Accounts and Contacts, and, in most cases, you have both companies and individuals among your constituents. All the same, Sonny’s template transformed Salesforce into a clean and simple CRM that would be far easier to teach and support, and maybe quite suitable for small organizations.


• Rem Hoffman demoed the very sophisticated case management system that his company, Exponent Partners, has put together. This was a real ooh and aaher, as he demoed how a Mental Health agency, swamped in paper, could use it to track cases and print all of the paperwork with about a quarter of the effort that had been required. I’m very intrigued by Rem’s work, as I believe that case management options in the workforce development industry are all pretty painful. As far as I know, Social Solutions is the only company talking about opening up their application; most are the worst examples of grabbing a company’s data and locking them out of it.


• Ryan Ozimak of PicNet demoed his Joomla/Salesforce integration, which is also very cool and clean, and promising. At present is is likely the fastest and easiest way to develop a web site with Salesforce Contact integration, and the next steps will open up other objects for clean integration. Ryan (who is sitting next to me as I type) has just let me know that this is around the corner.


• As usual, Steve Anderson of One/Northwest had an amazing demo, showing how he has developed Apex code that completely masks the Account/Contact model so that a user can easily add and remove individuals from households. This was very slick, as his automation made tasks that take multiple screen views and actions today and almost magically integrated them. For example, if you have the household of John Doe and the house hold of Jane Doe, and you want to combine them, then you add Jane Doe to John Doe’s household and – poof! – the household is automatically renamed to “John and Jane Doe” and Jane Doe’s household is deleted. This completely removes the limitation that use of Person accounts involves – you can still have accounts and contacts. The problem being that Apex is only available in the sandbox for now.


• Finally, Evan Callahan of NPower Seattle demoed a simple translator lookup app that he created for a client. What was cool about this was both that he put together a very intuitive and functional tool for finding a translator with the proper skills and availability, and he did it with some very simple code and a web form. In both Steve and Evan’s cases, they took innovative and undocumented approaches that produced powerful results. Must be something in that moist Seattle air.

Today we dive into how the Salesforce community can better operate as a cohesive support infrastructure and wrap up at noon. If you are a Salesforce license donee, keep your eyes open for a survey that will let you in on this critical input. And look for a bigger event next year—this was a great exercise for all parties.

So, what are they?

Templates. In 2005, Salesforce developed a template for non-profits that everyone admits was pretty lame. Most of the consultants advised against using it. In 2006, Tucker MacLean, at the time a Fellow with the Foundation, redesigned it into something far more substantial – but still problematic, the problem being that non-profits are far too diverse in their structure and needs to fit a single template. The template in place transforms Salesforce into a donation management application. But I would argue that deploying Salesforce strictly as a fund development tool is short-sighted, and possibly disadvantageous when there are so many choices for software that is developed to that purpose, not twisted to it. The reason to deploy Salesforce is because it can handle the fund development and do so much more.

So, roadmap 1 is to move away from the one-size-fits-all template to something far more modular.

Road map 2 is around the community, or eco-system that supports the non-profit Salesforce adopters. And I think this is where the most meaningful changes can occur. This is about shared development—should NP Salesforce have an Appexchange of its own, one that acts more like Sourceforge? Can the consultant community adopt standards for how we deploy, and can Salesforce support us in any innovative ways? And can best practice, case studies, and non-profit specific training and documentation be collected in one place?

Third was the product itself, which I really don’t think non-profits can or should influence all that heavily. I don’t believe that our platform issues are unique. But we do want to see that new things (document management, Google Apps integration); we would really appreciate a customer portal and stronger ties to CMS’s and web sites, and stronger integration with our external applications.

What interests me is the dual need for this very open, malleable platform and the dire need non-profits have for out of the box functionality. Currently, Salesforce is a very worthwhile investment, but it’s not a light investment for a tech and cash strapped organization. The integrators working with it are frustrated by how much programming they have to do to support some very basic functionality.

But it says worlds that Salesforce is approaching this by inviting the community to advise them. This somewhat techy gathering will be followed up by a survey for the non-profit users at large. Ask yourself, how often does a large, corporate software company ask you directly to give input into their development? Or, if they do, do you think they actually listen? Once again, Salesforce is modeling an approach to doing business that has far more in common with the open source world than the for-profit. More on this later.

Salesforce appeals to me because it lives up to many of the standards I look for in an online database:

• It’s open. Any Salesforce customer can download their entire database into Excel pretty much at any time. There are no technical or contractual walls separating me from my information as a Salesforce customer.


• It has a community around it extending, developing and integrating the product. While Salesforce is far from the only commercial application with such a community, it is far more analogous to the open source communities around applications like Joomla and Drupal than it is like their commercial counterparts. Salesforce has provided excellent forums and support, nurturing their partners in ways that most commercial developers are far too guarded to allow.


• Sharing and philanthropy are part of the corporate ethic, fairly deeply ingrained. I like to joke that their stated policy of “one percent of people, product and profits goes back to the community” is not that big a deal, given that 100% of a non-profit’s revenues are recycled back into their missions, but the truth is that they do a lot more than just give away software, and I’m certain that it ends up being much more than 1%.


• Salesforce is audacious and ambitious in all the right ways. They want to do away with your infrastructure and change the way that technology is deployed, and they are by far the most sophisticated example of how that can and should be done. And don’t ever mistake them for a CRM company just because that’s what they’ve primarily been – they’re a shard data and computing platform, and the next few years are going to see them break out of the CRM neighborhood into a new role as a data management middleware provider. Store your data and build your processes, they’ll handle the hardware.

Finally, in this era, when internet business is shaking up traditional business models in dramatic fashions—just ask the RIAA, or the telecoms, or your local newspaper’s classifieds editor—Salesforce is the disruptor in our community. Blackbaud, Kintera and Convio, along with the other established donation-based business support vendors, are all rapidly changing their models to more closely match the open approach. And Social Solutions and the case management crowd are well aware that they’re next. This bodes well for the customers.

I’ll be blogging from the conference (as allowed) and hope to spread exciting news.

On a related note, my blog entry on Joomla Day West was almost quoted verbatim in the latest Joomla Weekly News (this is a PDF download). And I have an article coming out soon in Non-Profit Times on Data Management, a summary of the Managing Technology 2.0 presentation that I led at the NTEN conference in April. (Powerpoint link here).

I started to learn a bit about Rails while considering joining a software start-up (in the non-profit space). I spent a month hammering away with a few O’Reilly books and a sample project, then got pulled away by real world concerns like starting up my new career fast so my family won’t starve. I got far enough to get the concepts and philosophy, master the innovative database management (activerecord), and start an app that I plan to finish and publish as part of Techcafeteria someday. Along the way, I loved the rapid development features and recognized Rails as a bit of a conceptual leap in programming/scripting, that values efficiency of following conventions over coding. Being oriented toward finding the fastest paths to the best results, I was also intrigued by how Rails builds Ajax functionality into the code (I just never bothered to get beyond the basics of Javascript, preferring server-side programming, I bias I now regret…) But I also grew concerned about the platforms speed and scalability, concerns that my friends at Social Source Commons (SSC) would second, I suspect.

So, the four areas that the conference could have helped me with, and how it did:

1. Learning more of the scripting language. Not so much—maybe a referral to the book I’m missing that will glide me right over that hump.


2. Ajax intro – pretty good. I attended a few sessions on Prototype and Scriptaculous that gave me a far better handle on how they work .


3. Ruby Scaling—an awesome session on the proxy cache and other options out there to speed up Rails, with pointers to what bottlenecks it. This was likely the most valuable thing, and I’ll be contacting Gunner to offer to take a look at the SSC platform and see if we can apply some of what I learned.


4. Where it’s going, as I reported on yesterday. Among web scripting languages, PHP and ASP/.NET are the kings today. My prediction is that Ruby on Rails will eclipse them, and gain broad adoption among web 2.0 developers and corporations looking for in-house app development tools. The main limitation – performance – is being addressed and will be fixed, no question.

The benefit of having a functional application roughly 60 seconds after you think of a name for it is phenomenal, and the developers are completely geared toward continuing to make it the out of the box solution for speedy delivery of standards-based, current tech web applications.

My main focus is on technology trends that allow us all to make better use of the vast amounts of information that we store in myriad locations and formats across diverse systems. The new standards for database manipulation (SQL); data interchange (XML) and data delivery (RSS) are huge developments in an industry that has traditionally offered hundreds different ways of managing, exporting and delivering data, none of which worked particularly well—if at all—with anybody else’s method. The technology industry has tried to address this with one size fits all options—Oracle, SAP, etc., offering Enterprise Resource Platforms that should be all things to all people. But these are expensive options that require a stable of high-paid programmers on hand to develop. I strongly advocate that we don’t need to have all of our software on one platform, but that all data management systems have to support standardized methods of exchanging information. I boil it all down to this:

It’s your data. Data systems should not restrict you from doing what you want to do with your data, and they should offer powerful and easy methods of accessing the data. You can google the world for free. You shouldn’t have to pay to access your own donor information in meaningful ways.

How can the software developers do this? By including open Application Programming Interfaces (APIs) that support web standards.

So what does this have to do with Ruby on Rails? At the Keynote this morning, David Heinemeier Hannson showed us the improvements coming up in Ruby for Rails 2.0. And he started with a real world example: an address book. Bear with me.

1. He created the project (one line entered at a command prompt).


2. He created the database (another line)


3. He used Rails’ scaffolding feature to create some preliminary HTML and code for working with his address book (one more line).


4. He added a couple of people to the address book.

At this point, with a line or so of code, he was able to produce HTML, XML, RSS and CSV outputs of his data. The new scaffolding in 2.0 automatically builds the API. I could get a lot more geeky about the myriad ways that Ruby on Rails basically insures that your application will be, out of the box, open, but I think that says it well.

Think of what this means to the average small business or non-profit:

• You need a database to track, say, web site members, and you want to further integrate that with your CRM system. With rails, you can, very quickly, create a database; generate (via scaffolding) the input forms; easily export all data to CSV or XML, either of which can be imported into a decent CRM.


• You want to offer newsfeeds on your web site. Create the simple database in Rails. Generate the basic input forms. Give access to the forms to the news editors. Export the news to RSS files on your web server.

This is powerful stuff, and, as I said, an instant API, meaning that it can meet all sorts of data management needs, and even act as an intermediary between incompatible systems. I still have some reservations about Rails as a full-fledged application-development environment, mostly because it’s performance is slow, and, while the keynote mentioned some things that will address speed in 2.0, notably a smart method of combing and compressing CSS and Javascript code, I didn’t hear anything that dramatically addresses that problem. But, as a platform, it’s great to see how it makes actively including data management standards a native output of any project, as opposed to something that the developer must decide whether or not to do. And, as a tool, it might have a real home as a mediator in our data integration disputes.

Ruby on Rails, it turns out, is a controversial language, in a way that is very reminiscent of the Apple vs. everything else debate. Rails enthusiasts are very attached to the platform, and adherents of Java, C, and even PHP, tend to be very skeptical, with complaints that the structure is too rigid and that the language only goes so far. They might be right – I’m not fluent enough yet to know. But there are a few definite things that have me interested in Rails.

1. Rails abstrats the database creation and management process in a really fascinating way. Using the MVC framework—model, views, controller—you basically develop your database using plain english to describe the relationships between tables. This really works for me. To create the database, you write some very simple code that adheres to certain naming conventions, and then you can manage the database almost exclusively from the code.


2. Once the database is created, Rails uses a method called scaffolding to automatically create forms for database manipulation. With one line of code in your controller, you can very simply grab data from multiple tables using a simple syntax. Rails makes it all very, very easy.


3. I’m looking for a holy grail, of sorts, something that falls halfway between a programming language and a content management system (CMS), and this comes close. What can we use to rapidly develop interactive, web-based applications that doesn’t lock us into the type of assumptions that Drupal and (the current version of) Joomla do, but don’t require building the whole thing from scratch? Ruby on Rails is still a pretty complex thing for most techs at non-profits to budget the time to learn, but it’s intriguing, as is the move in the next release of Joomla to have it sit atop a Ruby on Rails-like framework (that, unfortunately, lacks the database routines).

I’m also looking at Javascript/ajax libraries – I’m in one right now on Prototype and scriptaculous, but the presenter is the developer of scriptalicious and his presentation style is somewhat coma-inducing…

1. The OpenID-enabled Blog;


2. The OpenID server, which I’m committed to maintaining. Techcafeteria won’t be going away anytime soon!;


3. A new OpenID F.A.Q., which links to other OpenID resources;


4. and a new OpenID illustrated How-to, which uses the Techcafeteria server as an example but overviews how they all work.

Why am I harping on about this? I really do think that OpenID offers a solution to a very pesky problem. I have an encrypted file with all of the logins and passwords that I keep on a regular basis for web sites and services that I use. There are over 200 of them. I might be an extreme case, but I’m far from alone. And, from my years as a technology manager, I know that most people solve this problem by using the same password at multiple sites. So if those sites include your online banking, that’s a serious risk.

But, beyond the convenience and security, I look at it this way. My goal for Techcafeteria is to grow it into a real diverse offering of web-based services, in fitting with the name. Some of these, like the blog, will be based on third-party platforms, others will be things that I develop (I’m experienced with PHP/MySQL and I’m learning Ruby on Rails – I’m even attending O’Reilly’s big conference on it in Portland this week). My goal is single sign-on, via OpenId, for everything that Techcafeteria ever offers.

It’s not a big deal doing this on my web site. It would have been a huge deal if I could have accomplished it at the large non-profit or decent sized law fIrm that I served as an IT Director for. At both of those jobs, we had a variety of systems, all tied into Novell and/or MS networks, but we still had nothing but password soup to offer our users, because the apps weren’t standardized enough to allow for true single sign-on.

At Joomla Day on Saturday, I sat in on a session where one of the core developers (Sam) demonstrated a way to share authentication between Joomla and MediaWiki. Very cool, but somewhat easy because MediaWiki stores the password unencrypted. Assuming that most sites use standardized encryption protocols (MD5 being the big dog, that’s not an insurmountable challenge. But I couldn’t help t