Briefings this week: April 14 – 18

I am taking briefings with these companies this week:

 

Monday

  • Adobe
  • Alexa

Thursday

  • Hubspot

Friday

  • Sprinklr

 

As a reminder, I’m interested in hearing from companies that enable customer experience management, provide marketing services (including agencies and consultancies) and support innovation agenda items.

If you are interested in briefing Constellation Research on your marketing technology, visit the Contact Us form.

Moving from Typepad to WordPress

After eight years, I’ve finally moved my blog from Typepad to WordPress.

 

Typepad to WordPress

I’ve never sought to make a living from my blog, but I enjoy tinkering around with infrastructure enough to be frustrated with Typepad’s stagnant platform. In the early days, Blogspot, Typepad, and WordPress were all feasible options when starting to blog. These days WordPress seems to be the only real option for blogs, unless you opt for a specialized option like Tumblr or Medium.

Here’s how I made the migration, in case you’re in a similar situation and thinking about making a similar switch.

Assumptions:

  • You’ve got your own domain name, e.g. example.com. If you are only using “example.typepad.com” then you’ll need to buy one.
  • You want a managed hosting solution, rather than maintaining a server and code base yourself.
  • You are comfortable clicking on links and changing numbers and words to point things in the right directions.

1. Prepare your Typepad blog for migration

Typepad makes this pretty simple. In your dashboard, go to Settings > Import/Export and click the Export button.

On the recommendation of several people, including Ray Wang, I used TP2WP to convert the Typepad export file to a WordPress-friendlier format. Was it worth the $49? Not sure, given that I didn’t try to import the original file directly. But I’ll assume that TP2WP saved me a bunch of cleanup effort, given what’s listed on their “how it works” page.

2. Set up your new WordPress environment

I knew that I did not want to set up or manage a hosting environment. When I was head of global digital marketing at PUMA, I negotiated the contracts for hosting our brand and ecommerce sites, including SLAs, server types, peering, CDN,  et al. I downloaded and installed server security patches, monitored uptime, and worked with consultants to load balance and otherwise operate the environment. That was worth millions of dollars for the company; this is a blog.

After considering Bluehost and Dreamhost, I went with WPEngine. They are a fully managed hosting service and while more expensive than do-more-yourself options, I estimate that the price premium is worth the support in security, backups, and other technical support.

3. Import your content

Once I set up my WPEngine account, I had a clean WordPress install. I installed the ReadyMade WordPress Importer plugin to import my unzipped TP2WP converted export file. (If you’ve never installed a WordPress plugin, it’s simple. Just mouseover Plugins, click Add New, then search for what you need or click the link to upload a .zip of a plugin you’ve already downloaded.)

Once the plugin was installed, I went to Tools > Import >ReadyMade WordPress Importer. I selected my .xml file and imported.

At this point, I was up and running on WordPress. I was about four hours in at that point, which included setting up new accounts, conducting research into different options, and messing around with designs and other options.

 4. Redirect the internet

I didn’t have much to clean up, so I was ready for the site to go live. I changed two records with my domain name registrar: the A record to the WPEngine IP address and the www CNAME to example.wpengine.com.

Typepad doesn’t support 301 redirects, so I changed the default blog folder and added a redirection script to the head of the only post’s page and also requested that Google remove example.typepad.com from search results, just in case any duplicate content was indexed.

In the WPEngine admin, I redirected example.wpengine.com and example.com to www.example.com. In WordPress admin, I set Settings > General to the new site, i.e. WordPress Address (URL) and Site Address (URL) are both www.example.com.

WordPress RSS feeds work a bit differently than Typepad, so in case anyone in the world still uses RSS, I updated the feed address in Feedburner. My new feed is www.example.com/feed/atom.

Search engine sitemaps needed to be updated as well. There are many plugins that can generate these; I used the recommended BWP Google XML Sitemaps.

5. That’s it

Really. All in, it took about six hours of effort to finish, which was just about the amount of time that the DNS took to redirect from Typepad to WordPress.

I still have a lot to tweak, but that can happen over time. WordPress has a world of options for design themes, increased speed, SEO, and more. If you’ve read this far and have suggestions for good plugins, let me know!

From Typepad to WordPress: the financials

In summary, I was out of pocket $49 for TP2WP migration and will pay $29/month for WPEngine managed hosting. This is a bit more than the $11/month I’ve paid Typepad for Pro Unlimited service, but I think the premium is acceptable for managed operations and access to a modern platform.

As a comparison, I received a quote from a WordPress specialist who offered to migrate my blog for $1,260 and provide hosting (but no support) for $25/month.

Not a bad day’s work when put in that perspective, if you ask me.

What’s in a name? #gTLD

What’s in a name? that which we call a rose
By any other name would smell as sweet;

Shakespeare, Romeo and Juliet

With the rollout of new gTLDs, it’s just a matter of time until the .com addresses we have grown familiar with over the past 15 – 20 years start to disappear. Here are the domains that are available today and coming soon, via IANA.

Major brands and organizations have already lawyered up and brands like Gucci, Ralph Lauren, Oakley, USPS, Google, Amazon, and others are battling it out in the courts over new domains. I spoke with DomainSkate last week and their blog is a good resource; the company estimates that over 1,400 new domains will become available in 2014.

As if digital marketing didn’t change fast enough — here’s one more issue that marketers need to add to the to-do list; file under brand + SEO.

Briefings this week: March 31 – April 4

Here’s who I’m taking briefings with this week:

 

Tuesday – Thursday

  • SAP CRM 2014

 

As a reminder, I’m interested in hearing from companies that enable customer experience management, provide marketing services (including agencies and consultancies) and support innovation agenda items.

If you are interested in briefing Constellation Research on your marketing technology, visit the Contact Us form.

IBMiX

IBM bankrolls a new $100M #CX unit. Will it work?

Yesterday, IBM announced expansion plans for its Interactive Experience professional services practice. The numbers align a bit too perfectly: 10 new labs, $100M investment, and 1,000 new roles.

#IBMiX

While the numbers sound great, here’s what matters:

  • Access to technology. Brands need to connect with customers along all points of the buying/loyalty loop, same as it ever was. But today, engagement is impossibly inefficient without the help of technology. On the front lines, high tech enables high touch experiences. We could always assume that IBM services had access to the firm’s leading-edge research and this announcement includes specifics regarding influence analysis, intelligent customer profiles, and customer identity resolution, in addition to behavioral pricing, life event detection, and psycholinguistics analytics.
  • Global scale. In addition to four Experience Labs in North America, IBM adds 10 locations that provide presence on all continents with the exception of Africa and Antarctica. This allows the firm to match the operating needs of multinational clients, in addition to collecting local insights that can be transferred to broader programs. For example, consider the social media ecosystem in China, which has influenced the roadmaps of Silicon Valley-based platforms (and vice versa).
  • Ability to sign talent. Finding great talent that can pair campaign creativity with quantitative analysis is difficult, and constrained supply drives higher prices. IBM can afford to poach talent from other firms, as evidenced by its hires from Accenture, Wunderman, SapientNitro, DigitasLBi, CapGemini, and Ogilvy. IBM is the professional services equivalent of the New York Yankees.

But I wouldn’t consider the game over yet by any means. In fact, some of these strengths come with significant challenges:

  • Legacy branding. International Business Machines has a world renown legacy in enterprise hardware and the current software organization is also well-known. These groups capture the public’s attention with innovations like Watson and support of the US Open, which can lead to consulting business. However, internal corporate relationships could lead buyers to lean towards other firms that may not carry a perception of bias towards proprietary technology solutions.
  • You don’t have to be the biggest to be the best. Consider the change that technology has driven in the agency landscape; the traditional agencies with roots in the mad men era have been increasingly displaced by smaller shops that are nimble and can react to shifts in current culture. IBM claims to be a “new breed of service provider” but it must be careful that the positioning doesn’t become a Napoleonic mistake of creating competition on too many fronts. Moreover, IBM needs to operationalize knowledge from its global network without letting its sheer size get in the way of learning.
  • Fast enough? IBM isn’t alone in seeing the marketing opportunity around digital customer experience. Two years ago, Deloitte acquired Ubermind to create Deloitte Digital. Last year, Accenture acquired Fjord and formed Accenture Interactive. Good help is hard to find in this market, which is why SIs are buying digital shops to get in the game quickly. IBM has been hiring talent from the right places, but this one-at-a-time approach may not be a fast enough ramp, leaving money on the table for competitors.

IBM sees the market opportunity in customer experience and appears committed to winning in the market. There are a couple of elements in this announcement that take me back to 2008 as I launched my last company — “a new service provider that’s agency + consultancy” and a multi-million dollar funding commitment — and the emerging opportunity seems to be wide open. If nothing else, IBM is signalling to potential clients and hires that they’re open for business as the “social business” era fades into the next generation of digital transformation.

Briefings this week: March 24 – 28

Here’s who I’m speaking with this week:

Monday

Tuesday – Wednesday

Friday

  • BearingPoint
  • LittleBird

As a reminder, I’m interested in hearing from companies that enable customer experience management, provide marketing services (including agencies and consultancies) and support innovation agenda items.

If you are interested in briefing Constellation Research on your marketing technology, visit the Contact Us form.

Three Wildfire alternatives

Wildfire Evaluation Guide

I’ve spoken with two vendors this week that are experiencing an influx of inbound interest based on Wildfire’s impending shutdown.

I’m also discovering that not all buyers are ready to commit to the idea of a massive integrated social business platform.

If you find yourself in a position to explore Wildfire alternatives, here are a few choices to consider:

I did not find any public statements from Hootsuite, Adobe, Oracle, or Salesforce regarding Wildfire.

My week as an uberX driver

uberX Austin

A FIRST-PERSON JOURNEY INTO THE COLLABORATIVE ECONOMY

I’ve been keeping an eye on the rise of the “collaborative economy.” In a nutshell, I see it as a progression of social business, where individuals use technology to harness cultural trends and change commercial market dynamics. But rather than just read and write about this new movement, I wanted to experience it for myself. After all, experiencing is believing.

 

FACEBOOK ADVERTISING WORKS

It started with an ad on Facebook. You know, the kind that stands out because it’s in the middle of your newsfeed and references a couple of your friends who have liked the brand’s page, but probably have no idea that their profiles are being referenced for this particular message. In this case, I kept seeing an ad for Uber related to SXSW: drivers wanted!

I’ve been using Uber as a passenger for about a year, spending $443 on rides mostly in New York. The convenience is unbeatable, especially when you need a specific type of vehicle. For example, I called my first Uber ride when I was by myself and needed a large enough vehicle to transport six boxes of workshop materials from the Meatpacking District to the office.

So I clicked on the Facebook ad and signed up to become an uberX driver during SXSW. The application consisted of a background check, a 30-minute online training session, and upload of license, registration, and proof of auto insurance. I assume that all checked out, because I was invited to an orientation session to pick up my phone and get activated as a driver.

 

BUT WHAT IF SOMEONE THROWS UP IN MY CAR?

I walked over to the first offered orientation session, which was a few blocks away from my (soon-to-be-former) office. There were two guys in a conference room, part of the activation team based out of DC. Each seat at the table had a padded envelope, paperwork, and pen; I sat down and began reviewing the driver contract. The young man next to me started photographing the pages with his iPhone. One of the Uber guys said, “hey, you can’t do that.” Young guy: “but my mom would be really disappointed if I signed this without consulting a lawyer first.” Uber guy: “don’t worry, it’s just standard legalese.” The young guy stopped taking pictures and signed.

For the most part, it was a pretty straightforward agreement making clear that the executor was 1) not becoming an Uber employee and 2) not going to discuss how the system worked, especially with the media. The contract was primarily in place to protect trade secrets, as we would be using a custom software application. Moreover, Uber and their marketing promotions partner had no intention of violating Austin’s ground transportation city ordinance, as volunteers would be paid by a third party marketing promotions firm.

I looked around while waiting to finalize my application. One guy was having trouble clarifying some issues. “But does your car have commercial license plates? If so, you can’t drive that car as an uberX.” Another guy had on a Roto-Rooter shirt; hopefully for his passengers he wasn’t going to be leaving straight from his day job to drive people around. Another woman came in and said in a breezy tone, “I saw your ad on Craigslist!”

My documents were verified pretty quickly and the discussion was direct. Did I take the online test? “Yes and I passed.” Okay, here’s your phone. Any questions? “Actually, yes.”

  • “What if I arrive to pick someone up and they want to squeeze six people in my car?” You can tell them you can only fit four.
  • “Since the service is free, what if someone wants to be driven back to their hotel in Round Rock?” You can call them to verify their destination and if it’s someplace crazy, you can decline the trip.
  • “What if someone throws up in the back of my car?” Save the receipt from the cleaning and we’ll reimburse you.
  • “Umm…” Anything else? Just call or email us.

 

Uber at SXSW 2014

 

LET’S RIDE

A week later, I was set up and ready to drive. UberX service began on Thursday evening at 5 pm, the day before SXSW started. I finally got out of my house, on the road, and heading downtown at about 7. I figured I’d give a couple of rides and then stop by a few of the opening night parties that were on my calendar.

I turned on the iPhone that served as the dispatch device. After opening the driver app and taking a few minutes to register, the madness began. I started getting pickup alerts from all over the city. 24th Street. Barton Hills. Congress Avenue. I thought there was no way I could be the closest available driver for some of these requests, but later on I would be able to guess why — the demand for cars was far greater than supply of drivers.

Ride 1

I picked up my first ride outside of Civitas Learning on 5th Street. Capital Factory had organized a “startup crawl” at various startup offices around the city and a couple of venues were on the outer reaches of the downtown area. Four guys piled in my car to be taken back to headquarters. They had never used Uber before and were all part of local startups, except for the one who worked at Tocquigny. It was a quick and easy one mile, eight minute trip.

Ride 2

I picked up my second ride outside of Speakeasy, a group of three guys who were also on the startup crawl, one of whom worked at FeedMagnet. They were heading to the other startup crawl on the outer edge of the map; a hassle to walk, but a pretty quick drive. After I dropped them off, there was a minivan taxi stopped in front of me that refused to move. I got out of my car after a few minutes to talk to the taxi driver, with five cars waiting in line behind me. The driver rolled down his window and gave me a blank look and I explained that he was blocking traffic. It appeared that he was having a problem processing a credit card; without saying a word to me, he rolls up the window, the passengers close the sliding door, and as I get back in my car, he finally pulls forward and out of the way so all of us can drive past.

I should’ve stopped then as I had originally planned, but there was something energizing about the experience. It certainly wasn’t about the money. The rides were short, the service seemed useful, and the riders seemed grateful to have a free ride. Then…

 

ARE YOU A CEO OR SOMETHING?

Ride 3

I headed back to the center of downtown to park my car and go offline for the night. But then a ping came in that was just two blocks away…so I answered the call. I picked up my third ride at the corner of 7th & Congress right at the Roaring Fork. He had a duffel bag and was the first of many riders going to or coming from an AirBnB. As we drove over to the east side, he told me about how he worked at a social TV startup and had made the mistake of flying into Houston instead of Austin. He wasn’t a huge fan of Uber, but taxis were impossible to find. When I told him the ride was free, he was in disbelief; as someone coming from New York, he had just assumed that the service would work like it did back home. As we pulled up to the apartment complex where he was staying, he asked why I was driving, because I didn’t seem like a regular driver…”I thought you were a CEO or something when we started talking!”

WE WOULD GLADLY PAY TO HAVE MORE CARS AVAILABLE

Ride 4

Not being able to find a taxi became another recurring theme during SXSW. I decided to take one final trip before logging out and I had a momentary sense of regret: the rider was downtown and needed a ride to her hotel, the Westin at the Domain. It wasn’t very far away in absolute terms, as Austin is a fairly small city. However, it was certainly felt like one of those situations I asked about in orientation where someone might ask to be driven to a faraway place. I decided to pick up the rider — actually two sisters, one who worked at Google and the other at Yahoo — and make this my final ride.

They were from the Bay Area and told me that they had tried various methods of finding a car: calling taxi dispatch phone numbers, using the Hail-a-Cab app, and repeatedly calling for Ubers. While getting an uberX ride for free was nice, they both agreed that they would gladly have paid for the ride if that meant that more cars were available and in service. When you’re on the road, you don’t want to be stranded not knowing how you’ll make it back to your hotel…or waiting indefinitely for a taxi to pick you up.

 

BIRDS OF A FEATHER FLOCK TOGETHER

Ride 5

On Friday, after getting some work done and attending a corporate brunch, I decided to go online on my way back into the city. I picked up a couple of guys on the east side of town from a small house. I asked them if they were staying at an AirBnb…yes. And coincidentally, they both worked for AirBnB. In the collaborative economy, birds of a feather flock together. I gave them a ride over to the southwestern suburbs, dropping them off at Tacodeli.

 

DID WE JUST SEE THE START OF SOMETHING AWFUL?

Ride 6

I was out east past the airport for personal reasons on Saturday morning and decided to go online while I drove back in. Again, a pickup from an AirBnB on the east side. I define the “east side” of Austin as east of Interstate 35 where many of the neighborhoods are in transition/early stages of gentrification. I picked up a rider from a small house located in a neighborhood that I’d never been in before…for good reason. My rider was going to the convention center and as I looped around the narrow side streets to get back on a main road, a black SUV stopped, a man jumped out of the passenger side, and ran off into the woods, under the elevated roadway near the train tracks. At first I thought he was going to relieve himself…but then he stopped and was looking for something.

We drove on and I joked with my rider, who was a strategist at ChiatDay attending her first SXSW, about how we had just seen the start of something illegal. She told me about how she had walked home from downtown the night before. It’s not a terribly long walk — only about three miles — but it’s not the nicest part of town to be walking through alone and drunk, late at night. So why did she walk? Because she couldn’t find a taxi the night before or get an available Uber…so she started walking.

Later that evening, I met someone who lived a block away from where I had picked up my rider…who told me that a few years prior, a dead body had been discovered in those woods. Yikes.

 

IT’S A MIRACLE YOU SHOWED UP

Ride 7

I was under the weather and busy with work, so I didn’t give another ride until Wednesday morning. As I was driving towards downtown, I got a ping from a neighborhood and swung by a house (another AirBnB) where three people were waiting outside. They work at Patagonia and were heading to the airport to fly home, but the taxi they had reserved the night before decided to not show up. Upon calling the company, they said the best they could do (despite the prior reservation) was to get a car there within an hour…well beyond their flight’s departure time. One of them decided to try Uber and luckily was able to secure a ride. “It’s a miracle you showed up.” Coincidentally, I had been reading a field report in the latest Patagonia catalog the day before. They expressed their gratitude by giving me a discount coupon and hopefully made it on time for the flight to Los Angeles.

Ride 8

Probably the most mellow ride of all. A group of four Brits staying at an AirBnB on the east side. They worked for Playstation and had flown over on the new British Airways nonstop 787 service from London. Today, they were heading in separate directions with two flying west to SF and two east to the UK. However, the first order of business was to stop by Magnolia Cafe for a proper Austin brunch.

Ride 9

My last ride of SXSW was my first passenger who was in town for Music, not Interactive. She was the manager of a band from North Carolina called Messenger Down and staying at a friend’s apartment. She told me that all bands are on YouTube, Facebook is a necessary evil, and Tumblr is increasingly the place for bands to be. As I dropped her off and told her about the static between Austin and Uber, she said, “don’t worry. I drive uberX in Charlotte and I know the deal.”

As I was waiting to turn at a red light heading back to my parking garage, a taxi starts honking at me. I point out the window to a sign on the traffic light that reads “NO TURN ON RED, 7 AM – 7 PM, MON – FRI.” At the next light I roll down my window and ask the taxi driver why he was honking at me. “Those rules don’t apply because it’s a special day today.” I told him to be more patient and we both drove away.

 

LOOKING BACK ON THE ROAD TRAVELED

SXSW is a huge conference and attendees have solved the hotel room shortage by turning to AirBnB. But when it comes to ground transportation, there was much more rider demand than hired car supply, due in part to the city’s regulations. Taxis, the beneficiaries of from government intervention, were unreliable (e.g. not showing up when called), often unavailable, and their drivers don’t seem like the most pleasant people to ride with.

A simple market dynamic in play: with constrained supply and high demand, the equilibrium price of a ride rose and many people complained about surge pricing. Microeconomics 101. Watch for this to creep deeper into society as more businesses and buyers realize this is how free enterprise works, in online auctions, travel pricing, and coming soon to baseball seating.

All of the people who rode with me were cordial and willing to chat, most likely due to SXSW. Otherwise I’m not sure that either they or I would’ve actually enjoyed this experience. As I was waiting in traffic, I was reminded of one reason I enjoy living in Austin more than Boston: traffic.

If you haven’t yet tried Uber, here’s a referral code to that will get you $20 off your first ride: https://uber.com/invite/uberpkim

Lessons learned, phone returned, and I got what I wanted out of my uberX experience — a look into the collaborative economy from the driver’s seat.

Briefings this week: March 17 – 21

As I ramp up my analyst coverage, I’m interested in hearing from companies that enable customer experience management (including relationship management, social networks, content optimization and publishing, advocacy, and analytics), provide marketing services (including agencies and consultancies) and support innovation agenda items (including social business, omnichannel, and global digital trends).

Here’s who I’m speaking with this week:

Monday

  • IBM
  • Performance Horizon Group
  • Pressly
  • Lithium
  • Oracle

Tuesday

  • MyBuys
  • Adobe
  • OneSpot

Wednesday

  • Beckon

Thursday

  • Shoutlet

Friday

  • DomainSkate
  • SAP

If you are interested in briefing Constellation Research on your marketing technology, visit the Contact Us form.

sxsw

If you can’t get business done at SXSW, you’re not doing it right.

Austin panorama

South By Southwest interactive has come to an end for 2014. This was my sixth year of speaking at the conference and it gets better every year. It also gets bigger every year and some people say that experience quality is inversely related to attendance growth. Why? Because they miss the serendipity of the days when SXSW was smaller. What’s the benefit of serendipity? Reasons cited by Techcrunch include job hopping and love affairs.

Those two things have never been on my SXSW (let alone any professional conference) agenda so I haven’t been disappointed yet. In fact, the bigger SXSW gets, the better it becomes for a place to get business done. Here’s why.

  1. Guerrilla is out, grownup is in.
    Forget the street teams handing out flyers and putting massive stickers on everything. The only people who need to stay up all night to get lucky are desperate startups and “serendipity” seekers. Real businesses have rented out proper meeting spaces like Oracle at the Waller Creek Boathouse and Samsung at Vince Young Steakhouse, so executives can sit down with partners and clients to conduct meetings without having to yell to be heard over the noise of a DJ or without being interrupted by free beer seekers shoving their way through a conversation.
  2. Everyone is here.
    Well, not everyone. About a week before interactive started, I noticed an uptick in public declarations along the lines of “I’ve been so busy this year — and it’s only two months in! — that I deliberately choose not to attend SXSW because it is too low signal high noise for a person of my status.” It’s #FOMOSXSW. For the rest of us, this week brings heavy hitters to Austin from politics, media, entertainment, brands, and beyond. While Edward Snowden was remote, presumably due to visa/travel issues, it’s tough to be disappointed with the lineup of people available to meet in person.
  3. It’s about the hands-on experience.
    Most conferences are limited to the constraints of a single venue, like Centers Moscone or Javits. SXSW takes place over a large part of an entire city. So instead of trade show booths, most brands are able to offer hands-on activations, like giving rides in cars, sitting on an iron throne made from swords, setting up a go-kart track, walking through a wired home, eating 3-D printed candy, eating food made from artificial intelligence recipes, and so on. Brands also leverage local spots with world renown, like WCG’s event at Franklin Barbecue and Umbel’s party at Austin City Limits Moody Theater.

Hope you had a productive time in Austin — and see you next year.

For more on how business gets done at SXSW, check out David Berkowitz‘s Ad Age column “Let’s Be Honest: SXSW Is About Innovation in Marketing, not Tech” and Hubspot‘s “9 Unforgettable SXSW Moments.”

Social business and beyond.