Technology Vendor Selection

January 1, 2010

Who’s the greatest? Muhammad Ali of course. So why do most vendors seemingly have the same bluster?

In the technology industry, you better believe your own story, but there are things that all customers should ignore or move onto another vendor when they hear:

  • We’re the best or most experienced.
    Summing the ages of all employees and significant others is an obvious ploy. Also, a lot of advertising doesn’t make you the best.
  • We’re certified.
    That dated MCSE, archaic command line knowledge, and that on-line open-book hardware test don’t mean much today.
  • We want to be your trusted advisor.
    Who doesn’t?
  • We do good work real fast.
    Speed is fine, but it doesn’t rank in the most important aspects of technology implementation.
  • People like us.
    The inflated testimonial quote from a buddy and your girlfriend on your own website are transparent. That LinkedIn recommendation from your best friend about how honest you are doesn’t help either.

Generally, the younger the company the more repetitive and outlandish the claims. Before the feeds and speeds and myriad sales presentations, here are some points to quickly qualify the true professionals from the pretenders:

1) What is your need and their motivation? 
Start with your specific needs, preferably not  more than 6-10 concise and quantifiable phrases. It’s amazing how many clients don’t do this first step in helping to eliminate the bulk of vendors and focus on just a few. Then while you’re Googling, a dated and poorly done website is an initial warning sign. Other warning motivations include “doing it all for any and everybody” unclear focus, slogans beginning with their profitability first, and myriad logos of manufactures signaling an invested reseller pitch regardless of need.

2) How long have they been in business?
Much like restaurants, most technology and consulting firms fold in 3-7 years. This question will cut to the bone for many vendors and should be one of your top disqualification factors, as you’ll generally want a minimum 5  year solution. While that LLC startup may sound hip, you should ask how they are funded and true business background in addition to technical.

3) How did their business start?
The vast majority of technology companies start under less than honorable circumstances. Some of the stories are harrowing: individuals stealing company brand and tag lines and representing as their own, selling services for their new startup while working for their previous employer, downloading employer documents and processes for their new venture, and disparaging their employer and utilizing trade secrets to solicit existing clients and break contracts. Litigation is $50K to start and there is little protection for employers via law for such piracy, with only lawyers reaping the reward and offenders simply going bankrupt and starting again. Remember that the companies you pick have a great deal of access to your information and you do need them to be trustworthy. Ask for contact information for their previous employer and if that employer would hire them again. When you don’t hear from them any more or you get the real story from the previous employer, know that you dodged a bullet from making a big mistake.

4) What are the credentials of the owners?
Another dirty secret of the industry is that most principles have no degree. That former cable installer and PC assembler who got a MCSE in 2003 via their previous employer may be touting consulting experience, but with no formal training you’re taking a big risk. Knowing how to install software and hardware are drastically different skills from business process, planning, and understanding. This point comes back to the issues of credibility and longevity.

5) What is under the covers?
Throughout the selection process, you should be asking and evaluating what the vendor uses to do their job. Is the offering open and can you check it or are you restricted from even accessing your own systems? Is that Microsoft vendor really using a Linux box for monitoring? Why is the service provided by two or three companies? Do you want a foreign system from India and phone support transferred there? Finally, visit the offices. Lease space is cheap and many startups have a fake office and a few 1099 contractors working from home. You’ll know it when you see it as the office will likely be in a retail strip, have a plain black and white sign, and an odd wall facing the entrance protecting the view of largely empty space.

Throughout the selection process, it is a glaring mistake not to tell the vendors the other players who are competing because things you may have missed will be identified by competitors. Also, after selection let the short list candidates know who won and why.


Mailbox Upgrade

December 1, 2009

Microsoft Exchange 2010 was released last month. If you’re still running Exchange 2003, this would be a good time to break that old arbitrary rule about always staying one version behind:

  • Those ever-increasing requests and associated problems concerning e-mail archival and retention are now built-in with much more capability than previous versions and without third-party software.
  • Voice mail preview may delay or lessen that upcoming phone system upgrade as a new unified messaging feature.
  • New information protection features gives you much more ability to prevent leakage of confidential information.
  • Exchange 2007 is on year 3 of 5 for standard support and leaps in technology are now happening every 18-36 months.
  • The x64 hardware requirements are nearly identical and corresponding x64 server software is well beyond being mainstream.

Now each user can have their own archive mailbox with retention automatically defined by the organization and that is also available from Outlook Web Access. You have much better ability for compliance and legal hold. The web accessibility is just one example of improved user self-service. The new Role Based Access Control can allow users the ability to do their own message tracking. Mailbox resiliency as a whole is much better with Database Availability replacing Continuous Replication and the capability to move mailboxes without taking users off-line.

While you still must implement Rights Management for full information control, administrators may automatically notify users of potential confidential leakage and receive alerts of such actions. Windows Mobile 6.1 users will also receive new conversation views.

As with most line-of-business applications today, Exchange 2010 requires x64 hardware and operating system. Active Directory may be 2003, but the Exchange OS should be Windows Server 2008 and a Domain Controller role is not supported. Exchange may be readily virtualized, but this configuration is not supported with Unified Messaging and there may be some performance decrease when using advanced networking like ISCSI because large packets are not supported by virtual interfaces. Purchase only Standard Client Access Licenses, unless you will utilize Microsoft Exchange Hosted Mail Security. Exchange was never meant to be a document repository, so you’ll either need to move public folders to resource mailboxes or file shares.

Even though the media hypes Google as a threat to Microsoft, Gmail is still geared toward individuals. If you are a small business and haven’t investigated, Exchange On-line will offer the new 2010 features with much more capability than Google at about half the price per year ($24 vs. $50 per user per year).


Channel Changes

November 1, 2009

Every so often the whole technology industry changes and 2010 will be one of those years. If you are responsible for purchasing or evaluating technology products or services, much of what you’ve learned and utilized to make decisions has already or is in the process of changing. You know your needs have changed as everyone has had to tighten their belt. If there’s been little budget spent in the last few years at your organization on technology, then the following are things to consider.

Being in the middle of the country, local understanding and adoption of current technology often lags the rest of the nation by 18 – 36 months. Making legacy decisions on current technology could cost your organization more, while positioning behind competitors with little hope of recovery. The four main areas you should begin to understand are 64bit, virtualization, remote access, and unified messaging.

64bit means the processing speed doubles as well as the amount of memory, but you don’t have to buy “enterprise” software. Servers and associated platforms and applications are now generally all 64bit compliant. Unless your line of business application (like accounting) is 64bit compatible, this is not the year to get 64bit operating systems on desktops as most productivity software like Microsoft Office does not have a 64bit version.

If you have four or more servers, it’s time to leverage virtualization. This simply means an application is running that runs several servers within one box. If this sounds risky, consider that you often run multiple things on a server with no concern. The difference with virtualization is that you can have a second server or host to copy the virtual server image files or have running in case of a failure. So recovery is in minutes rather than days for a traditional server failure. Microsoft Hyper-V is recommended instead of VMWare for no cost and little difference in functionality. Common mistakes to avoid are only purchasing one server host and not considering storage which should be a Storage Attached Network (SAN) box and not a legacy slow and costly Network Attached Storage (NAS) box.

Why are you using that VPN? It’s difficult to connect, often down, and slow. The time is now to see a demonstration of gateway services. You can use a browser for access, have a personal desktop, and even copy files without all the hassle. Most customers are choosing Microsoft 2008 Gateway services over Citrix to save the licensing cost. Be sure to ask your software manufacturer for compatibility.

Do you love your Blackberry and e-mail? Well, Blackberry now trails the market versus iPhone, Windows Mobile, and even the new Android devices. Blackberry devices require additional server hardware and licensing, so while they started mobility remaining viability is questionable. Likewise managing e-mail consumes tons of time for little business return. Organizations that implement instant messaging/presence often see a 30% reduction in e-mail immediately and get some time back to do real work. Use Office Communicator for roaming presence and integrated security versus free clients like Windows Messenger lacking these features. Add a camera and you can do everything but reach out and shake hands.

The major manufacturers themselves are changing, all rushing to offer more integration and hosted services to change forever the relationship with customers, partners, and resellers. We’ve all been taught over the years that multi-vendor solutions offer best-of-breed and better security, but many of the major players including Microsoft have been quietly adding integrated products like anti-virus and backup. You can’t really argue when an offering is by the manufacturer, for the manufacturer’s products, and does more and costs less than third-party offerings.

Microsoft has changed the Partner Program to the Partner Network, so there will shortly be no more undiscerning Gold Partners with some having high competency and the majority with the same designation simply selling software or having customers respond to a questionnaire. Further, individual certifications have all changed to specializations like Technology Specialist in Messaging or Enterprise IT Professional, so that MCSE from 2003 no longer has meaning. Hardware manufacturer’s like Dell are following suit, recognizing that the on-line open book 30 minute test is not a discerning certification. Established players spend significant dollars for their own infrastructure offerings and have teams of sales and technical people trained in current technology for an organization Enterprise Certification. Thankfully, soon gone are the days when a cabling contractor and PC builder can tout themselves as experts with no degree or current credentials, duping customers by marking up commodity products and adding no real value while wearing more logos than a race car.