Category Archives: CI

News, practices, examples and theory related to competitive intelligence and market intelligence.

Top 11 Reasons I’m Looking Forward to SCIP 2010

The Society of Competitive Intelligence Professionals 2010 International Annual Conference & Exhibition will be held March 9 – 12 in Washington, DC.  Here are my top 11 reasons I’m looking forward to the conference…

11.  Welcoming my fellow CI professionals to my city.  Washington has much to offer from the well-known landmarks of the federal cIty to the neighborhood eateries known best by the locals.

10. Watching the back-channel discussion of the conference and programs with the #scip2010 hash tag on Twitter.

9. “The Death of the CI Professional: The Changing Paradigm for Competitive Intelligence Functions and Practitioners” with Ken Sawka of Outward Insights.  Our profession is most definitely at a crossroads, and I’m looking forward to hearing Ken’s analysis of our possible futures.

8. “Using Competitive Insights to Help Develop and Implement Corporate Strategy” with Dale Fehringer of Inkwell Productions and Melanie Wing of Whirlpool.  To remain relevant, CI professionals must raise our strategy game.

7. “Say It and Sit Down: The 20/20 Communication Technique” with Judy Leavitt of Rockwell Collins.  Intelligence that cannot be communicated is not intelligence, and we can always improve how we communicate.

6. “Numbers Gone Wild: Or, Precision In, Garbage Out” with Mark Chussil of Advanced Competitive Strategies.  Some CI customers will prefer the appearance of quantitative certainty, and it’s up to us to convey the reality and opportunity that comes from uncertainty and possibility.

5. “Right Brain Intelligence for a Left Brain World: New Approaches for Competitive Analysis” with Fred Wergeles.  How do we make intuitive insights relevant to detail-oriented, sensing types?

4. “Insights from the C-Suite – A Frank Discussion” with James Cornell, CMO of Prudential Retirement.  A rare, exciting opportunity to hear from a CI customer!!

3. The Top Takeaways Panel that will conclude the conference in which my fellow program committee members, the conference attendees and I will summarize our most important revelations from the conference sessions.

2. The synthesis of the best of the traditional SCIP conference and the Frost & Sullivan MindXChange to a program that is more than the sum of its parts.

1. The once-yearly opportunity to meet face-to-face with the enthusiastic intellect community of competitive intelligence professionals.  It’s one of my favorite times of the year.

2010 International Annual Conference & Exhibition (pdf)

Scenario Analysis: Planning for Uncertain Futures

As a follow-up to my presentation on scenario analysis in Shanghai last November, tonight I delivered a modified presentation to the Washington, DC chapter of the Society of Competitive Intelligence Professionals.

Scenario analysis is a method for creating strategic foresight that overcomes the shortcomings of traditional forecasting methods. It helps strategists and decision makers create a shared vocabulary and baseline for quality strategic planning.

I’ve developed some surprising insights using this method. In this presentation I used rural broadband as a use case for the method. Even in a quick one-man scenario analysis (which breaks one of my cardinal rules for scenario analysis) I’ve created an intriguing picture of four possible futures for the rural broadband market. To that point, if you happen to have expertise in this topic, I would like to hear your opinion. Let’s keep the strategic conversation going!

My Pecha Kucha from the October 22 Intelligence Collaborative Event

You’ve seen the preview, now see the actual live and in-person Intelligence Collaborative Call to Action from the inaugural event we held in Washington, DC on October 22.  Special thanks to Eric Garland for working his digital video magic and making this video possible.

Intelligence Collaborative Inaugural Event 10/22 in Washington, DC

If you’re going to be in Washington, DC on the evening of Thursday, October 22 please join us for the inaugural event of the Intelligence Collaborative.  The title and the topic are “Social Media and Next Generation Intelligence.”  You can read more about the event and register here.

The Intelligence Collaborative is a nascent professional collaboration and networking group for intelligence professionals and those in related fields.  We are purposefully casting a very wide net in this group’s mission.  Our target audience encompasses professionals engaged or interested in commercial intelligence, government intelligence, military intelligence, investigative journalism, strategists of all flavors, fraud investigators and librarians.  I’m sure I’m leaving some people out in that summary, and if you feel remotely interested feel free to check things out.  The event is free, and you can read more about the concept originally launched by my friend Eric Garland on the Competitive Intelligence Community on Ning.  You can also take a view of Eric’s video introduction to the Intelligence Collaborative here:

There will be a brief set of presentations at tomorrow’s event.  One of the reasons these events will be brief is because we will be using the Pecha Kucha format: 20 slides that auto-advance every 20 seconds.  This has in itself been a great learning experience for me, because 20 seconds is NOT a lot of time.  You’ve got to be concise, get your points across very quickly and think very carefully about how you will pull everything together.  And you’ve got to practice like nobody’s business.  You can see a preview of my presentation here:

Johns Hopkins Competitive Analysis Slides

I had a great time delivering my guest lecture to the Competitive Intelligence class at Johns Hopkins University tonight.  My slides on my favorite competitive analysis frameworks are here.

Download the PPT file here.

Update on SCIP Board of Directors Situation

Since I had posted previously that I was considering running for the SCIP Board of Directors I should provide a short update that I’ve decided not to stand for election. As you’ve no doubt noticed my writing for the blog has slowed significantly as of late, and that’s a consequence of my workload and other activities. With everything that’s going on professionally I don’t believe I have the cycles needed to give a SCIP Board position the attention the role and the organization deserves.

On the plus side… I am podcasting again. Hopefully I will be able to keep the new episodes of the Competitive Intelligence Podcast coming. In addition to my recent interview with Aric Johnson I have another interview recorded with a CI thought leader waiting to be edited and published.

SCIP Board of Directors

The call for nominations has gone out for the Society of Competitive Intelligence Professionals (SCIP) Board of Directors. I’ve been asked if I would be willing to accept a nomination for the board.  Were I to decide to accept the nomination the election committee will approve a bevy of candidates on which the general membership will vote.  My inclination is to accept the nomination and make a run for the board.  For the readers of this blog familiar with SCIP, what do you believe are the most important issues to address in a campaign?  What do you think the boards’ top priorities should be?

Earlier this summer I wrote a letter to the current SCIP Board on the issues that I felt are the top priorities of the moment.  The main driver of this letter was to comment specifically on priorities for SCIP in the context of the pending investment by the Frost & Sullivan Institute.

To the Board of Directors and the professional staff of the Society of Competitive Intelligence Professionals:

I am writing to you in response to board member Eric Glitman’s invitation to reach out to the SCIP board following the recent membership vote to support the SCIP – Frost & Sullivan Institute merger.  While I do not claim to speak for any others, I do know that in sentiment if not in detail I am of the same opinion of many other members of the society.  I welcome a frank and open discussion with the staff, board and membership at this time of challenge and opportunity.

Through the past five years I have been an active volunteer for SCIP, including as chapter chair, author, presenter, program committee member and conference vice-chair.  I hope that these activities have sufficiently established my “pro-SCIP” bona fides.  I have also spoken publicly in support of the SCIP – FSI merger in multiple venues public and private, voted in favor of the merger and am genuinely glad that the membership voted to support the merger.

Today I want to articulate the specific steps, strategies and options that I hope the board and staff will take at this time of opportunity.

I will be brief in this letter, and I am happy to discuss these ideas in detail with any member of the board or staff.  I welcome your response.

1.  In-depth analysis for all SCIP stakeholders and a clear articulation of the relevant value SCIP intends to deliver to each of these groups.  Practitioners, vendors and academics receive different value from membership and participation in the society, and SCIP’s strategic plan must recognize these distinct communities.

2.  Active engagement of the Competitive Intelligence and related communities through new media, including outreach to members via LinkedIn, Facebook, Ning and other social media.  All organizations that intend to engage communities today need to go to where those communities are.  The vast majority of the community WILL be understanding, forgive you if you make mistakes and admire thoughtful attempts to evolve.

3.  A coherent information technology (IT) infrastructure and governance strategy.  The potential from shared services and IT insight from FSI was the main reason I voted for this merger, and my expectations are very high here.  For starters SCIP’s board should develop an IT strategy in collaboration with the staff and qualified volunteer members (I humbly volunteer).  Some of my suggestions for consideration include preference for hosted solutions that avoid up-front capital investment, open data formats, open source and low-cost software, application programming interfaces (APIs) and solutions that offer clear migration frameworks and technology roadmaps.  The purpose of an IT strategy is to ensure the ability to deliver cost-effective flexibility for innovative revenue-generating offerings to members.

4.  Diversification of SCIP’s revenue model.  I am excited to hear about the possibility of a conference in Asia-Pacific.  This is a great first step to move the society away from reliance on the annual conference.  I strongly encourage SCIP’s board and members to lay out a diverse set of options to deliver member value and generate revenue for the society.  One option that leaps immediately to mind is certification, which is something I believe our profession sorely needs.

5.  Transparent governance, including publishing of minutes from Board of Directors meetings, open meetings that coincide with national conferences and regular participation by board members and senior SCIP staff in a variety of social networks and the SCIP blog.

I welcome any comments or questions in response to these suggestions.

Any member of the board or staff should feel free to e-mail or call me.

Sincerely,

August Jackson

Cross Post: Strategic Secrecy and Excellence

I am going to be a lazy blogger today and cross-post a forum discussion topic that I posted in the Competitive Intelligence community on Ning that explores the concept of Apple’s strategic secrecy.  My hypothesis is that Apple and other companies earn the privilege to be strategically secret (note: not completely opaque) by delivering customer value and excellent products or services.  Some executives may begin to look at Apple’s secrecy and conclude post hoc ergo proctor hoc that strategic secrecy alone will bring them success.  On the contrary, I argue, secrecy without excellence is a sign of either corporate egotism or incompetence.

Feel free to comment here or head over to the Ning discussion to share your thoughts.

I always look forward to Ken Sawka and company’s “Looking Out” newsletter in my e-mail in-box. The articles are usually very challenging and expand my own understanding of the relevance of curren business and political happenings to competitive intelligence. In this morning’s newsletter Ken poses a question about one of my favorite companies, Apple. Speaking of Apple’s track record for secrecy when the cultural trend is pulling in the direction of openness and transparency: Is Apple’s obsession with secrecy good business?

This article resonates with me because very recently I finished reading the Jeff Jarvis book What Would Google Do. This book touches on themes of openness and transparency and lays out a set of rules for how to be Googley and succeed in our modern business environment that favors “ecosystems” and “platforms” over stand-alone companies. A great video summary of the book is at readitfor.me.

In WWGD Jarvis puts Apple forward as the unGoogle and asks how it is Apple can break all of the rules of being a modern technology company and still be as successful as they are. It is clear that Apple are playing a clever game of chess about when to be transparent and when to be completely opaque. A few examples of Apple’s openness: adoption of the USB port for peripheral connectivity, support for the MP3 file format on the iPod (Sony chose to support only proprietary music formats and effectively ceded the portable music market they had owned for nearly two decades) and what I consider to be deliberate “mistakes” in updating the code of Apple web pages to pique interest in pending product releases.

Jarvis makes the case that Apple get away with this because their products and services are truly excellent. Early this week Jarvis posted an entry to his blog that named The Economist as the Apple of the news media industry. The Economist is able to break almost all of the rules of modern news business (charging for on-line content, no writer bylines) and is much better positioned than most other news media properties to innovate into the new age that is clearly upon us. Apple and The Economist can be rule breakers because, Jarvis posits, the products they deliver are so clearly excellent and in-line with what customers really want.

Part of the key to effective strategic secrecy and overall success in the marketplace is excellence in the eyes of your customers. While this seems self-evident, how many companies and governments have we seen that don’t deliver quality products or services yet remain opaque? How do we regard their secrecy? I tend to regard it as a sign of poor processes and a clear misunderstanding or disregard for the needs of their customers or constituents, indications of either laziness or self-interest.

Many executives, I am afraid, will take the wrong lesson away from Apple’s strategic secrecy and put the cart before the horse. “Now we’re going to be cagey about our widgets and then the cash will just come rolling in!” The freedom to be opaque must be earned.

As always, I am interested in the thoughts of the community here assembled. How do you perceive strategic secrecy and excellence as competitive differentiators? What criteria do you believe (if any) are required before a company gets to break the rules in its industry? What are other companies that are delivering excellence or applying strategic secrecy? Can you have the latter without the former?

Screencasts of RSS Workflows

In preparation for my presentation on RSS at the SLA 2009 conference I created a set of screencasts of simple RSS workflows.  These workflows are very simple and straightforward.

This is the most simple workflow for finding RSS feeds for standard sources such as on-line publications and blogs:

Next I demonstrate the simplicity of creating a custom RSS feed using search.  In this case I want to ride the coattails of Twitter and demonstrate the potential for custom RSS feeds based on Twitter searches to give you near real-time tracking of company reputation or tracking of developing events.

One of the reasons I am such a big fan of Google Reader is the ease with which users can share the items that they find interesting (witness the ever-changing list of my latest shared items from Google Reader that graces the right side of this very blog).  For the information professional this ease has real potential to facilitate team collaboration on research projects or create information products such as corporate news portals.

I’m not entirely thrilled with the video quality of the screencasts as they made their way from Quicktime files on my Mac to flash-based videos on YouTube.  Your viewing experience will be improved if you expand the video to full screen.

My RSS Presentation for the SLA Conference

A week from this coming Monday I will be reprising my presentation on how competitive intelligence professionals can best use RSS as a low-cost method to cast a wide research network.  I’ve tried to update the material to discuss the potential of Twitter to track sentiment, issues and breaking events in near real-time.

I’ve also updated the material to highlight one of my favorite features of Google Reader: the ease with which users can share news items of interest, and how the RSS feed of a user’s shared items can simplify collaboration and publishing of relevant news items.  Anybody who is tracking my shared Google Reader items will quickly see that I am a promiscuous sharer of items related to telecom, competitive intelligence, technology, politics, economics and other topics.  Between this and Twitter this blog has really become more of an aggregation point for me (and I suppose my Facebook page functions in a similar way) than a site for which I write frequently (and never as frequently as I would like).

As much as I think Google Reader is a great tool and the best RSS aggregator around, there is one feature that is sorely missing.  The SmartList feature in NetNewsWire (a Macintosh RSS reader) is a sophisticated way to filter all of the news items in your RSS aggregator based on the occurrence of key words that the user defines, including with some Boolean functionality.

Feel free to take a look at my slides and let me know what you think.  I would actually appreciate feedback in the next few days that might help me deliver an even better presentation to the SLA audience.