Google Docs & Spreadsheets Use up 84%

After a year, the data seems to suggest that users are figuring out how to use Google Docs and Spreadsheets, according to Compete data. Usage has been up sharply since June 2007, for example. In its first full year, Google Docs and Spreadsheets has seen an 84 percent year-over-year increase.

So why use Google Docs and Spreadsheets? Some people might like the fact that usage is free. Others might like the fact that Docs and Spreadsheets is easy to use. More important, perhaps, is the online sharing and collaboration aspect, which seems to be on the verge of greater importance in today’s workplace.

Personally, I use Docs and Spreadsheets because I do a lot of blogging, and Microsoft Word seems frequently to require translation to "text" to post cleanly on some sites. If I am going to have to do that, I'm simply not going to bother with Word.

Which Future for Telcos?

What name would you choose to describe "who you are" if you were an executive at any leading incumbent telecom company? Sure, you might come up with "converged communications and entertainment provider" or something like that, but the term is unsatisfying and probably will confuse most mass market customers in any case. BT already is trying the "information and communications" company tagline. The problem with such efforts as it isn't so clear how the tags differentiate "telcos" from large system integrators, large software houses offering hosted services, cable companies and possibly others.

"Experience provider" is a buzzword some toss around, but it lacks much descriptive power, beyond suggesting an approach to creating services and features. "Application provider" likewise hints at something important, but again is rather too broad to be useful.

But no matter how the nomenclature efforts finally resolve themselves, it seems clear enough that something important is changing. Even if the unique, irreplaceable assets any "telco" owns are the actual pipes and software used to create communications capabilities over those pipes, that will not be a key part of the future identity.

One way or the other, "applications" are going to figure into the description in some key way. Which is odd, in a way. To a very large degree, telcos have always been "application" providers, in the sense that voice is an application running on a network optimized to provide it.

The big change now is the sheer range of applications providers create or deliver.

The big conundrum is that the irreplaceable and unique assets "telcos" possess, aside from their regulatory prowess, is the pipes and associated software that makes those pipes useful. And yet it seems inevitable that "telcos" want to be known as something else more directly associated with "apps."

If you can configure this out, please, make sure all the rest of us know. Maybe somebody can capture the multiple values in one easy to remember phrase.

iPhone: Some Glimmers of Enterprise Adoption

SAP, Salesforce.com and scores of smaller developers are letting sales and finance teams work away from the office on their iPhones, says Reuters. SAP, in fact, has broke with precedent by introducing a version of its upcoming customer relationship management software for the iPhone before launching versions for mobile devices from Research in Motion and Palm.

In SAP's case, its own salespeople demanded it, according to Bob Stutz, SAP SVP.

There still are some issues many of us believe will be resolved over time. "Push" email and over-the-air synchronization are some of the features a really enterprise class iPhone would have to support. Integration with Microsoft Outlook is an issue, but basically a licensing deal.

Some potential business buyers probably are holding out for a model that runs on faster wireless networks, but that is a problem being resolved by Apple and at&t already.

One barrier some users might continue to have, though, is the relatively higher error rates for entering text, compared to other devices with keypads.

O2 Says iPhone is Share Changer

Three out of four buyers of the iPhone in Britain will be new O2 customers won from rival mobile networks, according to the new head of O2, which has an exclusive deal to sell the iPhone in the U.K. market.

"Over time, three out of four customers of the iPhone will be new O2 customers, because you can only get the iPhone by becoming a customer of O2," says Matthew Key, incoming O2 chief executive.

Google's Embrace of Failure

At the recent Stealth Communications Voice Peering Forum, a group of us were asked to speculate about where the telecom industry was headed. Panelist Rich Tehrani said Google was going to be a major factor. As part of a vigorous discussion that followed, one attendee argued the opposite position, that Google has pretty much failed at just about everything it has tried aside from search.

One point that wasn't made (as the moderator I had to let the panelists have at it) is an observation many observers have made about the process of innovation, and what is necessary to spur innovation inside just about any company.

And that point is that the rate of failure has to accelerate if truly significant innovations are to be discovered. Failure is an unavoidable part of the process of experimentation. And the issue, many observe, is that "failure" traditionally is not treated kindly inside most large organizations, including large telcos.

One reason many observers have little expectation that telcos will lead the innovative process is precisely the cultural aversion to failure. Telcos need to make big bets to get any meaningful revenue lift. That need to place big bets also acts as a brake on innovation, though.

What seems an insane culture at Google might actually be viewed as a deliberate attempt to "accelerate the rate of failure." The more failures, the more the organization learns. The more it learns, the more chance it can discover something really important.

Failure, in other words, is not the end. Failure is part of the process of figuring out what works and what doesn't. And Google is looking for large returns as much as any other major entity in the communications and media space. The difference is that Google is highly tolerant of experimentation and failure as a basic part of its attempt to "win big."

That isn't to say every idea Google tries to implement seems "logical" or even prudent. It does seem quite "messy," quite frequently. But there is a method to the madness, as they say.

That isn't to say Google is guaranteed success in its endeavors related to media and communications, going forward. It likely will fail in public ways in the future. That should not lead us to conclude Google really is overhyped as a force in the communications business because it fails so often.

I will be more concerned when Google stops failing so much. Because that will be the signal it really has ceased to be a force for genuine innovation with life-changing and market-affected impact.

iPhone Gets First Release of New SAP Software

Maybe usability really does matter. SAP unveiled the first version of its new generation of business software products for the iPhone, not the BlackBerry or some other enterprise class device, as one normally would expect.

Granted, the lag between the iPhone release and the BlackBerry release might only be a matter of weeks. But when was the last time you heard of this happening?

The German company is the world's biggest maker of business management software and, while analysts generally praise its broad line of products for their deep functionality and analytical abilities, they say they are difficult to use.

The software can be customized by each user with as much flexibility and ease as one might be able to customize an iGoogle page, or myYahoo page, officials with SAP said.

"The iPhone has become such a popular thing," said Bob Stutz, a SAP senior vice president who is responsible for developing customer relationship management software. "Everybody wants the ease of use of the iPhone."

Stutz said SAP decided to introduce the iPhone software ahead of programs for other devices at the request of its sales people, saying they prefer using iPhones to the other devices.

Programs for the Blackberry and other devices will ship a few weeks after the initial launch of SAP CRM 2007.

Apparently this is a case where the people who actually have to use a device to make a demo really prefer to do so using an iPhone. Which is about as strong a testimonial for usability one can note.

Enterprise IT Spend is Falling

The latest ChangeWave corporate IT spending survey shows--for the first time in years--a weaker IT spending growth rate and poor visibility headed into the first quarter of 2008. About 24 percent of respondents say their company will increase IT spending for the first quarter, a figure unchanged from the previous survey, but far below the average seven-point seasonal increase seen in each of the last four years, Changewave says.

Another 20 percent of those surveyed report IT spending will decrease, or there will be no spending at all in the first quarter, which is three percentage points worse than reported in the last survey.

While just over half (52 percent) say their company is giving a "green light" to IT spending, suggesting spending is normal, this figure is down five percent from previously and is now at its lowest level in more than three years, Changewave says.

Some 42 percent say their company is either reducing spending or putting spending on hold, the worst reading in three years, Changewave notes.