Local information management: The end-user revolution Jean Graef The Montague Institute Jean.graef at montague.com (413) 3...
Agenda <ul><li>What is “end-user development” </li></ul><ul><li>Examples </li></ul><ul><li>Why do it? </li></ul><ul><li>Ho...
What is it? Amateur computing  in a business setting Alternative, not replacement, for other strategies
It’s not new 1979 1985 1990 1994 2001
Mashups
Public APIs
Database: Three sources 1 2 3
Blogs
Plugins/Extensions
Who does it? <ul><li>University staff </li></ul><ul><li>Field scientists </li></ul><ul><li>Telecommuters </li></ul><ul><li...
Why do they do it? <ul><li>They can </li></ul><ul><ul><li>More knowledgeable </li></ul></ul><ul><ul><li>Instant help on th...
Why do they do it? <ul><li>Users more assertive and vocal </li></ul><ul><ul><li>There are more like me </li></ul></ul><ul>...
Why do they do it? <ul><li>Limitations of current approaches </li></ul><ul><ul><li>Lack of user involvement causes IT fail...
Why do they do it? <ul><li>Proprietary solutions decay over time </li></ul><ul><ul><li>Lost features </li></ul></ul><ul><u...
How to do it <ul><li>End user development vs. “waterfall method” </li></ul><ul><li>User-initiated vs. usability studies </...
Tools & techniques <ul><li>Databases </li></ul><ul><li>Plugins, extensions, macros </li></ul><ul><li>Freeware, shareware <...
Databases <ul><li>Search engine thesaurus (XML) </li></ul><ul><li>Search engine search from thesaurus (calculation) </li><...
Search engine thesaurus
<set> <show>indexes</show> <show>linguistic tools</show> </set> Thesaurus.xml Search engine thesaurus
http://www.montague.com:8765/query.html?col=public&qt=indexes&charset=iso-8859-1&image.x=0&image.y=0&image=+search+ Thesau...
Web site contents
Plugins, extensions, macros <ul><li>Text processing (Word)  </li></ul><ul><li>Custom metadata (Word) </li></ul>
Text processing
Custom metadata
Freeware, shareware
Commercial services <ul><li>ProQuest (import metadata) </li></ul><ul><li>Factiva (Sharepoint Web part) </li></ul><ul><li>A...
Import metadata
Sharepoint Web part
Federated search
Commercial application <ul><li>iRise Studio </li></ul><ul><ul><li>Application simulator </li></ul></ul><ul><ul><li>Starts ...
iRise Studio
iRise Studio
iRise business case
More savings <ul><li>What if Web application saves $20 per user, but only 28% use it? </li></ul>100,000 x .28 = 28,000 x $...
Mentored development <ul><li>Montague Institute courses </li></ul><ul><ul><li>Project-oriented </li></ul></ul><ul><ul><li>...
On the other hand <ul><li>Users lack the tools </li></ul><ul><li>Users lack training & help </li></ul><ul><li>Code & data ...
How to support them <ul><li>New business model </li></ul><ul><li>Communities of practice </li></ul><ul><li>Standards </li>...
materials architect land financing craftsmen schedule Contractor model
Marketplace model
Marketplace model <ul><li>Project ideas </li></ul><ul><li>Special interests (wood projects for gardens) </li></ul><ul><li>...
Tips <ul><li>Communities of practice </li></ul><ul><ul><li>+ written reference tools </li></ul></ul><ul><li>Allow time for...
More tips <ul><li>Cultivate “boundary spanners” </li></ul><ul><li>Focus on the gaps </li></ul><ul><ul><li>Data normalizati...
“ Lite” support practices <ul><li>Software versions, embedded comments, non-technical “cheat sheet” </li></ul><ul><li>Sear...
More info Montague Institute Review http://www.montague.com/review/review.html
 
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Local information management: the end user revolution

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Pre-conference workshop at KM World/Intranets 2006

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  • In this presentation, we’ll talk about the best of two worlds: How a metadata repository and A – Z index complements a search engine How search complements browse
  • Local information management: the end user revolution

    1. 1. Local information management: The end-user revolution Jean Graef The Montague Institute Jean.graef at montague.com (413) 367-0245
    2. 2. Agenda <ul><li>What is “end-user development” </li></ul><ul><li>Examples </li></ul><ul><li>Why do it? </li></ul><ul><li>How to do it </li></ul><ul><li>Tools & techniques </li></ul><ul><li>Implications for info pros </li></ul>
    3. 3. What is it? Amateur computing in a business setting Alternative, not replacement, for other strategies
    4. 4. It’s not new 1979 1985 1990 1994 2001
    5. 5. Mashups
    6. 6. Public APIs
    7. 7. Database: Three sources 1 2 3
    8. 8. Blogs
    9. 9. Plugins/Extensions
    10. 10. Who does it? <ul><li>University staff </li></ul><ul><li>Field scientists </li></ul><ul><li>Telecommuters </li></ul><ul><li>Anyone with aptitude, desire, lack of access to IT resources </li></ul>
    11. 11. Why do they do it? <ul><li>They can </li></ul><ul><ul><li>More knowledgeable </li></ul></ul><ul><ul><li>Instant help on the Internet </li></ul></ul><ul><ul><li>Free or low cost downloadable “widgets” </li></ul></ul><ul><ul><li>Tools are easier to use, more sophisticated </li></ul></ul>
    12. 12. Why do they do it? <ul><li>Users more assertive and vocal </li></ul><ul><ul><li>There are more like me </li></ul></ul><ul><ul><li>My time is valuable </li></ul></ul><ul><ul><li>My needs are unique </li></ul></ul><ul><ul><li>IT has no time for me </li></ul></ul>
    13. 13. Why do they do it? <ul><li>Limitations of current approaches </li></ul><ul><ul><li>Lack of user involvement causes IT failures </li></ul></ul><ul><ul><li>User requirements hard to define in advance </li></ul></ul><ul><ul><li>Too much spent on “change management” </li></ul></ul><ul><ul><li>% of adopters is too small </li></ul></ul>
    14. 14. Why do they do it? <ul><li>Proprietary solutions decay over time </li></ul><ul><ul><li>Lost features </li></ul></ul><ul><ul><li>Incompatibilities </li></ul></ul><ul><ul><li>No support </li></ul></ul>
    15. 15. How to do it <ul><li>End user development vs. “waterfall method” </li></ul><ul><li>User-initiated vs. usability studies </li></ul><ul><li>Prototyping vs. functional specs </li></ul><ul><li>“Cheat sheets” vs. user manuals </li></ul><ul><li>One-on-one training vs. formal courses </li></ul>Definition > Analysis > Design > Coding > Deployment > Maintenance
    16. 16. Tools & techniques <ul><li>Databases </li></ul><ul><li>Plugins, extensions, macros </li></ul><ul><li>Freeware, shareware </li></ul><ul><li>Commercial services </li></ul>
    17. 17. Databases <ul><li>Search engine thesaurus (XML) </li></ul><ul><li>Search engine search from thesaurus (calculation) </li></ul><ul><li>Site contents (text processing/import) </li></ul>
    18. 18. Search engine thesaurus
    19. 19. <set> <show>indexes</show> <show>linguistic tools</show> </set> Thesaurus.xml Search engine thesaurus
    20. 20. http://www.montague.com:8765/query.html?col=public&qt=indexes&charset=iso-8859-1&image.x=0&image.y=0&image=+search+ Thesaurus search
    21. 21. Web site contents
    22. 22. Plugins, extensions, macros <ul><li>Text processing (Word) </li></ul><ul><li>Custom metadata (Word) </li></ul>
    23. 23. Text processing
    24. 24. Custom metadata
    25. 25. Freeware, shareware
    26. 26. Commercial services <ul><li>ProQuest (import metadata) </li></ul><ul><li>Factiva (Sharepoint Web part) </li></ul><ul><li>Amazon (Federated search) </li></ul>
    27. 27. Import metadata
    28. 28. Sharepoint Web part
    29. 29. Federated search
    30. 30. Commercial application <ul><li>iRise Studio </li></ul><ul><ul><li>Application simulator </li></ul></ul><ul><ul><li>Starts at $250,000 </li></ul></ul><ul><ul><li>Reduce rework costs </li></ul></ul><ul><ul><li>Reduce time-to-market </li></ul></ul><ul><ul><li>Customers: Agilent, Wachovia, Watson-Wyatt </li></ul></ul>
    31. 31. iRise Studio
    32. 32. iRise Studio
    33. 33. iRise business case
    34. 34. More savings <ul><li>What if Web application saves $20 per user, but only 28% use it? </li></ul>100,000 x .28 = 28,000 x $20 = $560,000 savings 100,000 x .80 = 80,000 x $20 = $1,600,000 savings
    35. 35. Mentored development <ul><li>Montague Institute courses </li></ul><ul><ul><li>Project-oriented </li></ul></ul><ul><ul><li>Theory + Lab </li></ul></ul><ul><ul><li>Interdisciplinary teams </li></ul></ul><ul><ul><li>See how your data behaves </li></ul></ul><ul><li>Information modeling with custom Lab </li></ul><ul><ul><li>Written specifications </li></ul></ul><ul><li>Implementation </li></ul>
    36. 36. On the other hand <ul><li>Users lack the tools </li></ul><ul><li>Users lack training & help </li></ul><ul><li>Code & data can’t easily be reused </li></ul><ul><li>Lack of quality assurance & data standards </li></ul>
    37. 37. How to support them <ul><li>New business model </li></ul><ul><li>Communities of practice </li></ul><ul><li>Standards </li></ul><ul><li>Interfaces </li></ul>
    38. 38. materials architect land financing craftsmen schedule Contractor model
    39. 39. Marketplace model
    40. 40. Marketplace model <ul><li>Project ideas </li></ul><ul><li>Special interests (wood projects for gardens) </li></ul><ul><li>Buying guide </li></ul><ul><li>How-to guides </li></ul><ul><li>Interactive planners </li></ul><ul><li>“Green” & healthy tips </li></ul>
    41. 41. Tips <ul><li>Communities of practice </li></ul><ul><ul><li>+ written reference tools </li></ul></ul><ul><li>Allow time for development activities </li></ul><ul><ul><li>Recognition & incentives </li></ul></ul><ul><li>Segment the “market” </li></ul><ul><ul><li>Professional vs. amateur </li></ul></ul><ul><li>“ Agile” programming </li></ul><ul><ul><li>http://agilemanifesto.org </li></ul></ul>
    42. 42. More tips <ul><li>Cultivate “boundary spanners” </li></ul><ul><li>Focus on the gaps </li></ul><ul><ul><li>Data normalization & transformation </li></ul></ul><ul><ul><li>Application integration </li></ul></ul><ul><ul><li>Inter-departmental workflows </li></ul></ul><ul><li>Target the business unit manager </li></ul><ul><ul><li>Speak business, not technology </li></ul></ul>
    43. 43. “ Lite” support practices <ul><li>Software versions, embedded comments, non-technical “cheat sheet” </li></ul><ul><li>Searchable support KB for each developer </li></ul><ul><li>Data cleanup services </li></ul><ul><li>Use cross-platform development tools </li></ul><ul><li>Make test files and computer available </li></ul>
    44. 44. More info Montague Institute Review http://www.montague.com/review/review.html

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