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Twenty years of IO Solutions
Nathan Zeldes
Overloaded 2014
June 7, 2014
Nathan Zeldes 2
Objectives
• Review the evolution of the IO Solution ecosystem in the 20 years
I’ve been in this field
• Share some insights from my recent work on compiling
“The Definitive Guide to Information Overload Solutions”
Nathan Zeldes http://www.nathanzeldes.com 3
Solutions Past
1994
Nathan Zeldes 4
Prehistory: the 90’s
• 1994: Intel deploys Lotus cc:Mail
• 1994: I become “computing productivity manager” at Intel
• 1994: Email Overload hits the fan
• Study showed lack of skills, lack of etiquette, lack of features
• One related solution: Outside In attachment viewer
• We had to develop everything in-house: etiquette expectations,
adoption drive, skill training
• By 2000, we had “YourTime”, a homebuilt program we deployed
corporate-wide ... and the word got out!
• Over the next few years other companies followed with similar
behavior-change training programs
Nathan Zeldes 5
History: 2000’s
• Round 2 of in-house solution development at Intel
and BP: Technology assisted behavior change
• The market awakens: ClearContext and others develop automatic
message classification
• Growing attention from academic and corporate researchers
• Founding of IORG in July 2008
Nathan Zeldes http://www.nathanzeldes.com 6
Solutions Present
Nathan Zeldes 7
“ The Definitive Guide to IO solutions”: Trends
• Early version in 7/2011, final version in 2/2014
• In 2.5 years, we see:
– Big jump in available solutions, especially (but not only) in software
– Software transcends classifiers, explodes in a diversity of other tools
[ Get the guide at http://www.nathanzeldes.com/guide/ ]
7/2011 2/2014 Change
Total
Solutions
114 164 +44%
Software tools 37 66 +78%
Automatic
classifiers
22 31 +41%
Other software
tools
15 35 +133%
Nathan Zeldes 8
Taxonomy
• Solutions that improve Inbox Processing
efficiency
– Personal email processing strategies
– Group-wide agreements facilitating
inbox processing
– Automation of incoming email
classification
– Support for filing incoming email
– Other Inbox processing solutions
• Solutions that reduce the Quantity of email
– Bans, Quotas and Postage charges on
email
– Reduction of distributions
– Replacement of email with alternate
channels
– Other methods to reduce mail quantity
• Solutions that improve the Quality of email
– Reduction of message length
– Improvement of message clarity
– Feedback on message quality
• Solutions that mitigate Interruptions
– Interruption control through group
agreements
– Interruption delivery blockers
– Contextual interruption management
– Other interruption mitigation solutions
• Solutions that modify the Organizational
Culture
– Behavior change education drives
– Other solutions related to
organizational culture
• Miscellaneous solutions
Nathan Zeldes 9
Observations
• New email: Gmail and Web mail solutions taking over from
Outlook / Exchange as a major target for solutions
• New devices: Mobile products are becoming a major factor
• New vendors: bold new startups are pushing the envelope
(and some go extinct while doing it)
• New markets: you no longer need to attack the Enterprise
to be successful, though some startups still plan to try
• New ideas: lots of amazing, creative thinking!
Nathan Zeldes 10
For example
• Syntomo (in beta): summarizes an entire email thread and presents it as a
chat-like conversation. Conversations can be managed as single entities
through a variety of functions.
• EmailValet (Stanford research): an email client that recruits remote
assistants from an expert crowd-sourcing marketplace to annotate each
email with its implicit tasks.
• MyFocus (in beta): provides linked physical and software buttons you can
set to be Green or Red. Once you make the buttons Red, your incoming
Email, Facebook, Skype, Instant messaging, etc. are blocked, and your
coworkers can see when you need quiet time.
• NIZ / NIW: “No Interruption Zones” and “No interruption wear” in
sensitive workplace settings (aircraft, hospitals) protect employees from
being interrupted when performing critical tasks.
• Interrupt-free driving (Ford): Blocks cellular calls and system interruptions
to drivers when vehicle is in motion
Nathan Zeldes http://www.nathanzeldes.com 11
Solutions Future: what now?
Nathan Zeldes 12
Eliminate (i.e., Replace) Email
• Individuals: Luis Suarez * (IBM) and Prof. Paul Jones * (UNC)
• Corporate: Atos *
• The key: to do it in a structured, mature manner
* Participated in IORG Webinar available at http://bit.ly/IORG001
Nathan Zeldes 13
Better contextual interruption management?
• Mainstream: We’re still waiting for Priorities (MSR, 2003)
to become a commercial product or feature
• Bleeding edge: BrainYno!
Nathan Zeldes 14
Improve the email protocol
• Email is a product of the 60’s – time to modify it?
• Paul Graham: “On one hand, entrenched protocols are impossible to
replace. On the other, it seems unlikely that people in 100 years will still be
living in the same email hell we do now. And if email is going to get
replaced eventually, why not now?”
• Graham’s proposals: Email as a To Do negotiation system
• Joshua Baer (OtherInbox):
Self-destructing email
protocol
• BUT... not every idea 
pans out!
Nathan Zeldes 15
Culture and adoption
• I’m seeing clients who realize up front the problem is with
their overall communication culture, and are willing to
address it seriously
• We need a lot more of those
• Maybe they won’t have a choice much longer!
Nathan Zeldes 16
Concluding thoughts
• It’s great having you here!
• What you (and me) can do once we all go home today
– Get the word around about IORG
– Share your data, insights and results with the rest of us
(submit for dissemination via our newsletter!)
– Collaborate with each other now that we’ve all met here
– Contribute content (pointers) to IORC
– Step up and join the steering team and/or the board
– Propose, suggest, critique, volunteer* – make IORG better!
* president@iorgforum.org
Nathan Zeldes http://www.nathanzeldes.com 17
See you in Overloaded 2015!

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Twenty years of Information Overload Solutions

  • 1. Twenty years of IO Solutions Nathan Zeldes Overloaded 2014 June 7, 2014
  • 2. Nathan Zeldes 2 Objectives • Review the evolution of the IO Solution ecosystem in the 20 years I’ve been in this field • Share some insights from my recent work on compiling “The Definitive Guide to Information Overload Solutions”
  • 4. Nathan Zeldes 4 Prehistory: the 90’s • 1994: Intel deploys Lotus cc:Mail • 1994: I become “computing productivity manager” at Intel • 1994: Email Overload hits the fan • Study showed lack of skills, lack of etiquette, lack of features • One related solution: Outside In attachment viewer • We had to develop everything in-house: etiquette expectations, adoption drive, skill training • By 2000, we had “YourTime”, a homebuilt program we deployed corporate-wide ... and the word got out! • Over the next few years other companies followed with similar behavior-change training programs
  • 5. Nathan Zeldes 5 History: 2000’s • Round 2 of in-house solution development at Intel and BP: Technology assisted behavior change • The market awakens: ClearContext and others develop automatic message classification • Growing attention from academic and corporate researchers • Founding of IORG in July 2008
  • 7. Nathan Zeldes 7 “ The Definitive Guide to IO solutions”: Trends • Early version in 7/2011, final version in 2/2014 • In 2.5 years, we see: – Big jump in available solutions, especially (but not only) in software – Software transcends classifiers, explodes in a diversity of other tools [ Get the guide at http://www.nathanzeldes.com/guide/ ] 7/2011 2/2014 Change Total Solutions 114 164 +44% Software tools 37 66 +78% Automatic classifiers 22 31 +41% Other software tools 15 35 +133%
  • 8. Nathan Zeldes 8 Taxonomy • Solutions that improve Inbox Processing efficiency – Personal email processing strategies – Group-wide agreements facilitating inbox processing – Automation of incoming email classification – Support for filing incoming email – Other Inbox processing solutions • Solutions that reduce the Quantity of email – Bans, Quotas and Postage charges on email – Reduction of distributions – Replacement of email with alternate channels – Other methods to reduce mail quantity • Solutions that improve the Quality of email – Reduction of message length – Improvement of message clarity – Feedback on message quality • Solutions that mitigate Interruptions – Interruption control through group agreements – Interruption delivery blockers – Contextual interruption management – Other interruption mitigation solutions • Solutions that modify the Organizational Culture – Behavior change education drives – Other solutions related to organizational culture • Miscellaneous solutions
  • 9. Nathan Zeldes 9 Observations • New email: Gmail and Web mail solutions taking over from Outlook / Exchange as a major target for solutions • New devices: Mobile products are becoming a major factor • New vendors: bold new startups are pushing the envelope (and some go extinct while doing it) • New markets: you no longer need to attack the Enterprise to be successful, though some startups still plan to try • New ideas: lots of amazing, creative thinking!
  • 10. Nathan Zeldes 10 For example • Syntomo (in beta): summarizes an entire email thread and presents it as a chat-like conversation. Conversations can be managed as single entities through a variety of functions. • EmailValet (Stanford research): an email client that recruits remote assistants from an expert crowd-sourcing marketplace to annotate each email with its implicit tasks. • MyFocus (in beta): provides linked physical and software buttons you can set to be Green or Red. Once you make the buttons Red, your incoming Email, Facebook, Skype, Instant messaging, etc. are blocked, and your coworkers can see when you need quiet time. • NIZ / NIW: “No Interruption Zones” and “No interruption wear” in sensitive workplace settings (aircraft, hospitals) protect employees from being interrupted when performing critical tasks. • Interrupt-free driving (Ford): Blocks cellular calls and system interruptions to drivers when vehicle is in motion
  • 11. Nathan Zeldes http://www.nathanzeldes.com 11 Solutions Future: what now?
  • 12. Nathan Zeldes 12 Eliminate (i.e., Replace) Email • Individuals: Luis Suarez * (IBM) and Prof. Paul Jones * (UNC) • Corporate: Atos * • The key: to do it in a structured, mature manner * Participated in IORG Webinar available at http://bit.ly/IORG001
  • 13. Nathan Zeldes 13 Better contextual interruption management? • Mainstream: We’re still waiting for Priorities (MSR, 2003) to become a commercial product or feature • Bleeding edge: BrainYno!
  • 14. Nathan Zeldes 14 Improve the email protocol • Email is a product of the 60’s – time to modify it? • Paul Graham: “On one hand, entrenched protocols are impossible to replace. On the other, it seems unlikely that people in 100 years will still be living in the same email hell we do now. And if email is going to get replaced eventually, why not now?” • Graham’s proposals: Email as a To Do negotiation system • Joshua Baer (OtherInbox): Self-destructing email protocol • BUT... not every idea  pans out!
  • 15. Nathan Zeldes 15 Culture and adoption • I’m seeing clients who realize up front the problem is with their overall communication culture, and are willing to address it seriously • We need a lot more of those • Maybe they won’t have a choice much longer!
  • 16. Nathan Zeldes 16 Concluding thoughts • It’s great having you here! • What you (and me) can do once we all go home today – Get the word around about IORG – Share your data, insights and results with the rest of us (submit for dissemination via our newsletter!) – Collaborate with each other now that we’ve all met here – Contribute content (pointers) to IORC – Step up and join the steering team and/or the board – Propose, suggest, critique, volunteer* – make IORG better! * president@iorgforum.org
  • 17. Nathan Zeldes http://www.nathanzeldes.com 17 See you in Overloaded 2015!