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The Emergence of Kubernetes Control Planes

As is the case with all new technology, container cluster deployments began small. There were some companies, Google for example, that were deploying sizable clusters, but these were not the norm. Instead, there were some test beds and small, greenfield applications. As the technology proved itself and matured, more organizations adopted containers and the market favorite container orchestrator, Kubernetes.

The emergence of Kubernetes was, in fact, a leading indicator that containers were starting to see more widespread adoption in real applications. The more containers deployed, the greater the need for software to automate their lifecycle. Even so, it was unusual to find organizations standing up many Kubernetes clusters, especially geographically dispersed clusters.

That is beginning to change. Organizations that have adopted containers and Kubernetes are starting to struggle with managing multiple clusters spread throughout an enterprise. Just as managing large amounts of containers in a cluster was the impetus for orchestrators such as Kubernetes, new software is needed to manage large scale multi-cluster environments. At the same time, Kubernetes clusters have been getting more complex internally. From humble beginnings of a handful of containers with a microservice or two, clusters now include containers for networking including service mesh sidecars and data planes, logging, app performance monitoring, database connectivity, and storage. All that is in addition to the growing number of microservices being deployed.

In a nutshell, there are now a greater number of larger and more complex Kubernetes containers clusters being deployed. It is no longer enough to manage the lifecycle of the containers. It is now necessary to manage the lifecycle of the cluster itself. This is the purpose of a Kubernetes control plane.

Kubernetes control planes comprise of a series of functions that manage the health and well-being of the cluster. Common features are:

  • Cluster lifecycle management including provisioning of clusters, often from templates for common types of clusters.
  • Versioning including updates to Kubernetes itself.
  • Security and Auditing
  • Visibility, Monitoring, and Logging

Kubernetes control planes are policy-driven and automated. This allows operators to focus on governance while the control plane software does the rest. Not only does this reduce errors but allows for faster responses to changes or problems that may arise. This automation is necessary since managing many large multi-site clusters by hand would require large amounts of manpower and, hence, cost.

Software vendors have stepped with products to meet this emerging need. In the past year, products that implement a Kubernetes control plane have been announced or deployed by Rancher, Platform9, IBM’s Red Hat division (Advanced Cluster Management), and VMware (Tanzu Mission Control) and more.  All of these Kubernetes control planes are designed for multi-cloud, hybrid clusters and are packaged either as part of to a Kubernetes distribution or an aftermarket addition to a company’s Kubernetes product.

Kubernetes control planes are a sign of the normalization of container clusters. The growth both in complexity and scale of container clusters necessitates a management layer that helps DevOps teams to more quickly standup and manage clusters. This is the only way that platform operations can match the speed of Agile development and automated CI/CD toolchains. It is yet another piece of the emerging platform that will be where our modern cloud-native applications will live.

To learn more about this topic, Amalgam Insights recommends the following reports:

Market Landscape – Packaging Code for Microservices

Analyst Insight Cloud Foundry and Kubernetes: Different Paths to Microservices

Red Hat Acquires CoreOS Changing the Container Landscape

as well as Tom Petrocelli’s blogs at https://www.amalgaminsights.com/tag/kubernetes/

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Who Won and Who Lost in the 1st Round of PPP Loans?

Summary: Companies with 10 to 99 employees were significantly more likely to get their PPP loans accepted than their smaller 1-9 employee counterparts. Based on the US distribution of companies, it looks like $7 billion or more in small business loans ended up going to large 500+ employee enterprises. And the PPP program will likely be underfunded even in a second round, as it will take over $1 trillion to fully meet demand and banks are overwhelmed with the number of loans they need to process.

The United States has recently completed its first round of Paycheck Protection Program (PPP) loans. This program was theoretically designed to provide small and medium-sized businesses up to 500 employees with up to 2.5 months of payroll support. Additional stipulations within the program also allowed companies with over 500 employees to apply if they had franchise groups of under 500 employees, leading to headlines where large companies such as Ruth Chris’ Steak House and Potbelly were able to get these small business loans while other companies did not.

But was there a significant effect from large businesses entering the PPP program or was this a relatively minor problem? To figure this out, Amalgam Insights took a look at the current breakout of SMB companies in the United States to figure out what an optimal PPP program should have looked like vs. what actually happened.

As a starting point, we looked at the 2012 Census data for firms and employees and found the following breakdown. This analysis basically ignores the sole proprietorships with no employees because, quite frankly, I think those companies are going to be completely ignored and passed by in this loan process. Banks are already overwhelmed by trying to support companies with employees and I don’t see that changing any time soon. 

CategoryFirmsEmployees% of SMBs% of SMB Employees
Firms with 1 to 4 employees3,705,2756,139,46361%10%
Firms with 5 to 9 employees          1,060,2506,974,59118%12%
Firms with 10 to 19 employees             644,8428,656,18211%14%
Firms with 20 to 99 employees             532,39120,922,9609%35%
Firms with 100 to 499 employees               88,58617,173,7281%29%
Total          6,031,34459,866,924100%100%

Nearly half of America’s workforce works for small businesses. We used the average payroll per employee as a starting point to calculate compensation, as smaller firms tend to spend less on payroll than larger firms. We then added a multiplier to acknowledge consultants and the overhead associated with payroll and multiplied by 2.5 months to estimate the payroll per employee that was requested. And then we compared this to the average loan sizes that the PPP provided at various loan tranches ranging from <$150,000 to > $2 million. When we put it together, our initial expectations looked like this for the $342 billion that ended up being disbursed:

CategoryExpected Number of LoansExpected Amount of loans
Firms with 1 to 9 employees1,543,926 $ 70,997 million
Firms with 10 to 19 employees 208,915 $ 45,344 million
Firms with 20 to 99 employees172,483 $ 119,309 million
Firms with 100 to 499 employees 28,700 $ 106,628 million

Compare that with the metrics that the Small Business Administration provided:

SizeApprovedLoanAverage Loan
<$150K1229893 $  58,322 million $ 47,420
>$150K-$350K224061 $  50,926 million $ 227,288
>$350K-$2M181435 $ 137,816 million $ 759,591
>$2M-$5M21566 $ 64,315 million $ 2,982,263
>$5M4412 $ 30,898 million $ 7,003,169

This isn’t a perfect matchup. The first few sets of loans match up well enough for the back-of-the-napkin estimate we’re looking for, but we need to match up the 100-499 employee group with the PPP loans a bit better to figure out what we’re looking for.
Based on business distributions, we’d guess that about 15% of the 100-499 companies are above 300 employees, so we’ll break that category up into 100-299 and 300-499 estimates, which looks like this. I wish I had better breakdowns from the government, but beggars can’t be choosers and I’m trying to figure out what’s happening now.

CategoryFirmsEmployees
Firms with 100 to 299 Employees75,298 12,549,539
Firms with 300 to 499 Employees13,288 4,624,189

When we compare the actual loans to what we would have expected from this basic model, we see the following:

CategoryNumber of LoansAmount of Loans% of expected loansDelta of expected amount vs. actual amount
Firms with 1 to 9 employees1,229,893 $ 70,997 million82%$12,676 million
Firms with 10 to 19 employees 224,061 $ 45,344 million112%-5,583 million
Firms with 20 to 99 employees181,435$119,309 million116%-18,508 million
Firms with 100 to 299 employees 21,566 $ 77,606 million83%13,291 million
Firms with 300 to 499 employees4,412$28,710 million108%-2,187 million

A few things are happening here. 

First, small firms with less than 10 employees are definitely not able to get their fair share in many states. Because they both have hundreds of thousands of additional applications and they are relatively small amounts, they go to the back of the line compared not only to the big businesses, but even their colleagues in the 20-100 employee space that ended up getting more than expected. Noted exceptions are the Plains (Kansas, Oklahoma, Iowa, Nebraska), Mountain West (North Dakota, South Dakota, Wyoming, Montana), and Northern New England (Maine, Vermont, and New Hampshire) states that processed loans per capita well above the rates of the rest of the country. For more details, check out the data for yourself

(Side note: Amalgam Insights estimates this PPP loan program is providing about $18,000 per employee in total, or $7,300 per employee-month. Just a metric to keep in mind as you compare this to other current bailout efforts in place.)

Second, it looks like the sweet spot for PPP loans is to be in that 20-99 employee space where you have enough resources to act quickly and can pull out the $500,000 to $1 million that lets you be taken seriously by your bank. Another aside is that this is what seems to have happened in the Western States of Arizona, Nevada, and California, where the average loan provided was above average, even considering cost of living, but each of these states processed less than 60% of loans per capita compared to the rest of the country.

Third, “small businesses” with over 100 employees are underrepresented based on our initial model. This is likely because many small business definitions have a receipts limit, some of which are as low as $7.5 million per year, which would likely support less than 50 employees. As a result, many industries cannot grow to over 100 employees while retaining a small business status. But at the same time, it looks like companies between 100-299 employees are at 83% of expected loans while larger companies got much more than expected.

Here’s where the large companies come in. Companies with franchising models, including hotels, restaurants, and retail stores, were able to also join the PPP program. This allowed a variety of enterprises with current credit lines and cash on hand to participate. But how much did these companies get? Based on this initial view, let’s just assume that companies with 300+ employees are like their 100-299 peers and only 83% of companies traditionally in this space would have gotten loans. It could be less, but again, we’re just trying to get a quick and dirty look of what happened. 

300 – 499 Employee Companies LoansAmount
Actual4412 $ 30,897,983,582
At 100-299 levels3398 $ 23,793,534,981
Delta1,014 $ 7,104,448,601

Yes, this says that there were possibly over 1,000 loans going to non-small businesses, resulting in over $7 billion in payroll loans. That’s almost 150,000 additional loans at the 1 – 9 employee level. And, this is assuming that these largest of small businesses qualify to be small at the same percentage as their smaller counterparts, which is doubtful. This number could be even higher.

So, if you are at a small company under 10 employees, your chances for getting a PPP loan are definitely lower than your larger peers. Amalgam Insights estimates that 26% of firms under 10 employees got PPP loans compared to 34% of companies between 10 and 99 employees. You are also competing with large enterprises that are also taking out a couple of percent of the loan amounts and which Amalgam Insights expects will continue to be aggressive in subsequent rounds of PPP loan funding. Although these enterprises are frustrating, it does not seem like they are taking a substantial percentage of the total funds being made available. 

If you’re in this predicament of trying to get a low-amount PPP loan under $100,000 and aren’t in a state that processes loans quickly, you may want to consider going to an online-based PPP program that can process loans in bulk, as traditional banks are limited both in their velocity of loan processing and their reality where they make money off the fees of these loans and will make 10-20 times more from processing a larger “small business” and getting their 2%. 

If your company has between 10 – 99 employees, be aware that there is still a lot of competition. 2/3rds of companies at this size still have not received PPP loans and it is not because they are all doing well in a global pandemic recession quarantine. It will likely take over $1.1 trillion to fully fund all small businesses seeking PPP loans. The rumored $250 billion extension will provide additional funds, but likely not enough for demand. 

And for companies with 100 or more employees, especially those in low-margin industries, programs like PPP show the value of having a flexible corporate structure that allows for small business access to capital. Companies at this size may wish to consider whether it is in their best interests to be under a single corporate umbrella or to run as a group of sub-corporations and franchises to maximize access to capital and business resources. Or consider how much you need this particular loan compared to other financing options. Note that Shake Shack has given back its PPP loan given its current financial position. Being a good neighbor can have strong brand repercussions for companies looking at their long-term business prospects.

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Free Technology Expense Solutions in the Time of Corona

Solutions Mentioned: BMC, CloudCheckr, CloudHealth by VMware, MobiChord, Tangoe, Upland Cimpl, vCom, vMOX (Note: solutions will be added to this blog as a resource to the IT community as Amalgam Insights is notified)

Edited April 29 to add G2 Track, Tangoe, vCom; Edited June 4 to add Upland Cimpl

Throughout the last month, practically every company has been going through an uncomfortable transformation where telecom, network, mobility, cloud, software, and other IT assets and services were purchased, changed, redistributed, disconnected, upgraded, downgraded, and altered. It was a time of awkward challenge as the only goal was to be able to work from home.

Now, we face a new challenge. Now that employees are starting to figure out how to work from home, those of us working in the back offices of IT, operations, finance, accounting, and procurement have to clean up the mess. This isn’t just an academic exercise or a destressing exercise like quarantine cleaning. In medium and large enterprises, there is now a lot of waste, duplication, and misplacement of resources that can provide near-immediate savings and the opportunity to rightsize upcoming contract renewals. There are potentially millions of dollars at stake from the estimated 10-15% bloat that has occurred in conferencing, Software-as-a-Service, Infrastructure-as-a-Service, and enterprise mobility spend areas due to a combination of overprovisioning, over featured accounts, and usage overages.

Although there are a wide variety of spend management solutions in the IT world, a few vendors are providing free offerings to help out the business world, especially with mobility and cloud spend. If you are trying to gain control of a newly unruly IT environment, but don’t have access to corporate spending processes at this time, take a look at the following enterprise-grade solutions with free trials or audits.

IT Spend Solutions

Tangoe, an IT expense market leader with network, enterprise mobility, and cloud IaaS expense offerings, is providing a free audit, optimization and benchmark on a regional or carrier basis for enterprises seeking to cut costs. Savings found through these audits will be available for companies at no cost. To sign up for this service, corporate IT and finance departments should email CovidResponse@Tangoe.com.

Upland Cimpl, a technology expense management solution in Upland’s work management portfolio and a sponsor of TEM Expo, is offering a free telecom audit for wireline and wireless services to identify potential savings for their telecom and IT budget. The free audit offer is designed to show how the current climate has affected telecom costs while showcasing quick potential telecom budget wins. This audit offer pertains to both wireline and wireless services.

vCom, a technology expense management provider with mid-market expertise, is currently offering all new customers a four month grace period with no software or managed services costs with the goal of improving the Return on Investment and immediate cash flow for new customers. This program is extended to 12 months for Healthcare and Nonprofit organizations.

Free Enterprise Mobility Spend Solutions

MobiChord, a technology expense management built on the ServiceNow platform and a sponsor of TEM Expo, is offering a free, 90-day service to help companies manage their mobility assets.  

vMOX, which holds two patents for mobile usage optimization, is providing a free mobile expense management solution for corporate accounts using Verizon or AT&T.

Free Cloud IaaS Management

BMC provides a 30 day trial of BMC Helix Cloud Cost to manage multi-cloud expense challenges. This trial is one of 18 applications where BMC provides free trials for IT management.

CloudCheckr is providing a 14-day free trial of its new CloudCheckr CMx platform, which was just launched on April 15 and improves on CloudCheckr’s ability to manage complex multi-cloud environments. – 

CloudHealth by VMware, a leading cloud management platform that Amalgam Insights has covered in previous research, provides a free trial for companies contacting their sales team.

Free Cloud SaaS Management

G2 Track provides a 90-day free trial of its SaaS subscription management for companies seeking to reduce costs.

Good luck to all of you who are doing your best to be responsible technology stewards for your organizations. If you’d like to learn more about reducing enterprise IT costs, Amalgam Insights is both conducting a 10 webinar series on Technology Expense Management challenges starting on April 21 and holding our inaugural TEM Expo on June 11, which will be a free event for all qualified end-users.

To claim your seat at TEM Expo 2020, simply RSVP on the button below.

RSVP for our TEM Expo Virtual Event

 

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Recommendations for Effective Conferencing: Work in the Time of Corona

In the first three blogs of this series on conferencing, Amalgam Insights discussed top conferencing vendors and their Coronavirus-specific free offerings to support remote work, top functional considerations for purchasing conferencing solutions, and evaluating conferencing solutions. In this final blog, Amalgam Insights provides recommendations for using conferencing solutions effectively.

This four-part blog series on Conferencing Solutions includes the following topics:
Part I: Introduction to Conferencing Solutions
Part II: Defining and Purchasing Conferencing Solutions
Part III: Evaluating Conferencing Solutions
Part IV: Recommendations for Effective Conferencing

Key Stakeholders: Chief Executive Officer, Chief Information Officer, Network Services Directors and Managers, Telecom Directors and Managers, IT Directors and Managers

Why It Matters: In the Time of Corona, Amalgam Insights estimates that the United States workforce working from home has increased from 5% at the end of 2019 to over 30% as of the end of March 2020. In light of this fundamental shift, companies must choose, deploy, and administer conferencing solutions effectively to support remote workers and maintain collaboration-based productivity.

Top Takeaway: Conferencing is a core capability to support teamwork, collaboration, and face-to-face interaction in remote work settings. By understanding the features, pricing, and best practices associated with supporting conferencing solutions at scale, companies can evaluate and implement conferencing solutions at scale to support business continuity and remote teams in the Time of Corona.

Recommendations for Conferencing in the Time of Corona

In considering conferencing solutions in a remote work era, Amalgam Insights provides the following recommendations.

First, figure out what solutions you have in hand. It is not uncommon to see unmanaged enterprises using five, ten, or even twenty different conferencing solutions across text, voice, and video. Because these conferencing solutions are relatively inexpensive and can easily hide in a P-card, expense report, or project, employees have chosen their own conferencing tools. However, to make a good corporate choice and to take full advantage of corporate buying power, IT should start by simply polling employees on whether they are using the corporate conferencing tool or another tool that fits their workflows better.

Second, focus on ease of use. Before committing to a single vendor, look at the ease of use and users’ propensity to adopt the technology for themselves. Any product that consistently requires 5-10 minutes for a user to enter the platform should be a non-starter. Ideally, employees will find a platform that they already prefer, so that enterprise IT can focus on best practices in administering and securing conversations rather than spending countless hours teaching users how to simply hold a conference.

Third, don’t take conferencing functionality for granted. Even if the idea of a conference call is well understood, employees still need a resource to learn basics, such as muting the call when not speaking, using video as a remote employee to be taken more seriously, administering all calls that you initiate to lock down messaging and muting, and optimizing conferencing usage based on corporate best practices for running meetings.

Fourth, internal users and employees need to be equipped to take full advantage of their conferencing solutions. This means that they need hardware that is up to date in taking advantage of captioning, virtual backgrounds, and other modern conferencing capabilities. This may mean investing in microphones or cameras for employees that regularly need to support larger meetings. But the cost of hardware is typically miniscule compared to the value gained from having more comprehensible and engaging meetings, especially at a time when businesses are going to struggle with human contact, eye contact, and missing real-life cues that show the true intent of speakers and presenters.

Fifth, focus on optimizing plans and discounts based on the vendor, number of users, and functionality needed. Conferencing plans, discounts, and “zombie” accounts often provide an optimization opportunity of between 10-50% of the total spend, depending on the company’s ability to consolidate accounts, negotiate contracts, right-size plans, and eliminate unused services. At a time when cash flow is an imperative for most businesses, do your part to maximize cash on hand.

Conclusion

Choosing the best conferencing platform for your organization need not be a difficult endeavor. Following the recommendations we’ve provided should speed up your time to deployment. Almost every organization can benefit from having a conferencing solution in place. Finding new ways to bring employees together during unprecedented times is crucial.

Note that conferencing is not the only helpful communications tool to consider to support a remote work environment. Future installments in this series will cover messaging platforms, key vendors, and top considerations for selecting the right platform both for now and in a post-Corona future.

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Evaluating Conferencing Solutions: Work in the Time of Corona

In the first two blogs of this series on conferencing, Amalgam Insights discussed top conferencing vendors and their Coronavirus-specific free offerings to support remote work as well as top functional considerations for purchasing conferencing solutions. In this third of four blogs on conferencing solutions, Amalgam Insights describes important features to consider in evaluating competing technologies. This blog is a continuation of our work on remote work in the Time of Corona.

This four-part blog series on Conferencing Solutions includes the following topics:
Part I: Introduction to Conferencing Solutions
Part II: Defining and Purchasing Conferencing Solutions
Part III: Evaluating Conferencing Solutions
Part IV: Recommendations for Effective Conferencing

Key Stakeholders: Chief Executive Officer, Chief Information Officer, Network Services Directors and Managers, Telecom Directors and Managers, IT Directors and Managers

Why It Matters: In the Time of Corona, Amalgam Insights estimates that the United States workforce working from home has increased from 5% at the end of 2019 to over 30% as of the end of March 2020. In light of this fundamental shift, companies must choose, deploy, and administer conferencing solutions effectively to support remote workers and maintain collaboration-based productivity.

Top Takeaway: Conferencing is a core capability to support teamwork, collaboration, and face-to-face interaction in remote work settings. By understanding the features, pricing, and best practices associated with supporting conferencing solutions at scale, companies can evaluate and implement conferencing solutions at scale to support business continuity and remote teams in the Time of Corona.

Cloud-Based Conferencing is the Norm

Today, vendors focused on supporting end-user productivity provision conferencing platforms in the cloud and all hardware resides in the conferencing provider’s data centers. In other words, the customer only needs to have phones, laptops, desktop computers and/or tablets with internet access. In most cases, a single brand of equipment is not necessary. Cloud-based conferencing is ideal for distributed workforces. Over the past decade, the trend towards conferencing solutions supported by commodity end-user hardware has become the norm. Vendors that traditionally have sold “walled garden” technology understand this trend and have shifted from dedicated room-based systems to conferencing solutions.

What Features Should I Look For?

First, be careful as vendors may charge more for certain value-added features or reduce access to features at specific tiers of usage or product. Above all, look for a conferencing tool that will help the enterprise and its users to collaborate more efficiently based on the typical size of internal or customer-facing groups, need for personalization, frequency of meetings, ease of use, and available IT support. Framing the search from that perspective will help narrow the hunt more quickly, especially because most products have similar basic functions and similarly named capabilities. With conferencing, the key trait is not typically based on the number of features and functionalities available, but how quickly and easily the solution can be used and how reliable the conferencing solution is in a variety of bandwidth settings. This is especially important in home settings where network performance is often variable, employees rarely purchase business-class symmetrical upload and download speeds, and bandwidth can be affected by everything from a child’s constant use of YouTube to a bevy of next-door neighbors catching up on the latest Netflix hit.

After companies have settled on the core capabilities that are most important to their employees, the noise sets in. By “noise,” we mean all the extras that few people will actually use, but that vendors like to highlight because they sound cool and flashy, whether this may include analytics, natural language processing and captioning, advanced search, geospatial support, employee engagement, or productivity capabilities. It may be necessary to ask vendor reps to describe and demonstrate their platforms in plain language and to step away from hyperbole or standards. This is a time when enterprises need basic and straightforward information that leads to rapid purchases while racing against financial losses, trying to keep staff employed, and keeping operations intact. With these salient business pressures in mind, we have compiled a list of conferencing features that will meet the needs of most organizations suddenly supporting a disparate workforce.

Necessary Conferencing Features for Remote Work

Reservationless scheduling. The ability for coworkers to meet any time and on the fly is critical. Extra points for platforms that simply distribute a link to join and do not require an applications download or any other obstacles.

Centralized Muting and Access Control. Background noise from participants who do not mute their lines causes immense disruption. The conference organizer must be able to mute everyone’s lines and to selectively choose which participants are able to speak, rather than allowing employees to unwitting wreak havoc or, even worse, for strangers to come in and “hack” the conference with unwanted content and comments.

Change presenters. Not all conference calls are or should be a one-way source of information. Allowing different people to present from wherever they are located increases conversation value.

Security protocols. Much of what the organization talks about needs to remain within its confines. Choose a platform that contains stringent and proven safeguards and allows administrators to kick off users that have either inadvertently joined the wrong conference or are purposefully trying to enter a conference for malicious reasons. And make sure that all outputs from a conference, including slides, transcripts, and other shared documents and content are all secured, stored in compliant areas, and encrypted as necessary.

Announcement Administration. Almost nothing interrupts a meeting’s productivity and flow more than the announcement that someone new has joined the meeting, particularly after it has started. A platform that facilitates silent entry while notifying the organizer goes a long way toward reducing everyone’s frustration.

Recording and playback. These capabilities are vital for audio and video calls, and are an overall plus if they also apply to chat. Organizations may need transcripts for regulatory or internal reasons, or to share with colleagues who could not join the conference. Strong solutions in this area will provide the capability to automate transcripts and provide captioning for the hearing impaired.

Screen sharing. Visualization is a core capability to support remote collaboration and contributions. As Amalgam Insights writes in our training practice, the brain has multiple learning processes. While the “cognitive” portion of the brain logically processes information in a structured and academic fashion, the “behavioral” portion of the brain reacts to visual and other stimuli within the first half second of presentation and makes decisions on whether the content is relevant or not. To support that behavioral portion of the brain, screen sharing is an important visual aid that paves the way for more impactful discussions. (Pro Tip: This same behavioral part of the brain is an important reason to show your face in video conferencing, when possible, because people both process and consider your facial expressions and body language in considering your perspective.)

Additional Conferencing Features to Consider

Digital whiteboard. This feature enables brainstorming sessions. Remote teams need the ability to flesh out ideas as if they were all gathered in a room together. This includes the ability to share content, write documents, and collaborate on creating content.

Polling. This can be useful for taking a temperature check on a specific matter if the conference call has a large number of people and organizers do not want to interrupt or delay proceedings. Embedded polling tends to be most important for training purposes, such as continuing education courses that require some amount of in-presentation polling or questioning. However, there are stand-alone polling products that enterprises can just as easily use that may be more relevant from an employee engagement or brainstorming perspective.

Breakout rooms. These can be useful in situations where multiple teams need to meet at once, then gather individually and then come back together. An organization will want to weigh whether it would use breakout rooms often enough to justify the cost, if it is an extra expense. Breakout rooms are helpful to facilitate the in-office collaboration and separate conversations that can be hard to otherwise support.

In general, aim to keep the platform as simple as possible from a usability perspective. This will ensure that people use the licenses for which the business is paying, and they will make the most of the platform. There is little or no point in paying for features that do not enhance outcomes because they are either too cumbersome to use or too difficult to find. Conferencing is a market where ease-of-use, breadth of adoption, and well-managed administration are key capabilities.

In our next blog in this series, Part IV: Recommendations for Effective Conferencing, Amalgam Insights will discuss best practices and guidance for utilizing conferencing solutions to help employees be more productive.

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Defining and Purchasing Conferencing Solutions: Work in the Time of Corona

In the first blog on this series on conferencing, Amalgam Insights discussed top conferencing vendors and their Coronavirus-specific free offerings to support remote work. In this second of four blogs focused on conferencing solutions, Amalgam Insights describes top considerations for enterprises as they formalize their conferencing investments in the Time of Corona.

This four-part blog series on Conferencing Solutions includes the following topics:
Part I: Introduction to Conferencing Solutions
Part II: Defining and Purchasing Conferencing Solutions
Part III: Evaluating Conferencing Solutions
Part IV: Recommendations for Effective Conferencing

Key Stakeholders: Chief Executive Officer, Chief Information Officer, Network Services Directors and Managers, Telecom Directors and Managers, IT Directors and Managers

Why It Matters: In the Time of Corona, Amalgam Insights estimates that the United States workforce working from home has increased from 5% at the end of 2019 to over 30% as of the end of March 2020. In light of this fundamental shift, companies must choose, deploy, and administer conferencing solutions effectively to support remote workers and maintain collaboration-based productivity.

Top Takeaway: Conferencing is a core capability to support teamwork, collaboration, and face-to-face interaction in remote work settings. By understanding the features, pricing, and best practices associated with supporting conferencing solutions at scale, companies can evaluate and implement conferencing solutions at scale to support business continuity and remote teams in the Time of Corona.

Defining the Enterprise-Grade Conferencing Platform

A complete enterprise-grade conferencing platform enables aural, visual and text-based collaboration among groups and individuals through phone lines, the internet and/or camera-enabled devices. That way, employees can meet virtually from wherever they work, including mobile devices, computers, and media-enabled monitors or rooms. Employees can stay connected through their choice of smartphone, tablet, modern laptop or desktop, custom home office or work office, and a high-quality broadband connection.

Note that almost all modern solutions targeting businesses feature audio, video and chat and/or instant messaging. Any conferencing solutions considered that lack all three modes of communication should either be high-end specialist solutions or have some additional vertical or functional specialization above and beyond what is typically provided by conferencing solutions, such as sales enablement, sourcing and contract management, or governed and compliant functionality for government and other high-security use cases. In the age of COVID-19 and future disasters, audio, video and text all are essential to fostering a cohesive team environment.

A final note here: When sifting through the dozens of available solutions, it may be helpful to consider what conferencing is not – and that is fairly straightforward. To that point, enterprise-grade conferencing is not:

• Messaging-only
• File sharing (although conferencing may include this capability)
• Client/community management (à la Salesforce Community Cloud)
• Social media (although conferencing may support channels that resemble social media feeds such as Facebook, Instagram, or Twitter)
• Learning management systems (e.g., Skillsoft, CrossKnowledge, Area9)
• Virtual events (which have additional event management, contact management, presentation, and audience participation capabilities)
• Webinars (which focus mainly on mass one-way communications with limited two-way interaction through Question and Answer panels or promoting individual users to presenters)

How Do I Buy Conferencing?

In many cases, enterprises purchase conferencing platforms on a standalone basis – separately, not as part of other applications. It is quite common for employees decide to purchase conferencing solutions either for personal use or as a minor line item expense hidden in a project or discretionary spend, resulting in a panoply of solutions within any one organization. Employees launch the platform from a web link or mobile application when needed. Over the past 20+ years that conferencing has been part of the corporate tool kit, a constant challenge has been the inability to start meetings on time or to support the types of meetings that employees would like to have. As a result, employees place a premium on conferencing solutions that work rather than simply using the conferencing solutions mandated within a corporate environment.

By that same token, of course, conferencing can be embedded within other products. Those larger solutions fall outside the scope of this research but, for now, it is sufficient to understand that conferencing acts as one facet of a multi-pronged approach to remote communications.

Licensing Concerns

Enterprises purchase rights to a certain number of conferencing seats, usually for a specific contract length. For this reason alone, it is imperative to select a platform that staff will actually adopt before investing in a product at scale. If the conferencing product is confusing or overloaded with features, people will resort to other methods to meet. The organization then will pay for something it’s not using – and that is a luxury enterprises can ill afford amid COVID-19.

Most cloud-based conferencing vendors will enable clients to add and remove licenses as staffing fluctuates. Depending on the provider, there may be a fee for this convenience. If the conferencing solution is premise-based, the client (or its technology partner) will have to install or uninstall programs manually, device by device. This may not be feasible, depending on the employee’s geographic location. Companies choosing solutions that are difficult to remove or solutions that make it difficult to track usage and define which employee is responsible for an account find themselves at risk of managing “zombie” accounts that maintain their monthly cost, but are assigned to employees that have left the company or projects that are no longer being held.

What Differentiates Conferencing Platforms from a Purchasing Perspective?

Voice plan charges. Who knew minutes still cost money? Well, they do, especially for toll-free numbers. Analyze each vendor’s fine print when it comes to the audio side of the conferencing platform for toll and toll-free minutes and to see which countries are supported with phone numbers. (Pro Tip: In the IP age of communications, computer-based calls can often be both cheaper and higher quality than using a phone.)

Number of users/time supported. Free platforms usually accommodate the fewest seats and minutes per conference. This may pose no challenge for a very small business, but medium and larger organizations require more extensive capabilities. (Pro Tip: Sometimes less is more. Freemium limits may provide an opportunity to reduce meeting attendees to the most relevant stakeholders and to limit meeting times.)

Devices/brand names supported. Despite the popularity of open-source technology, not all platforms and features may work on specific mobile devices or operating systems, whether it be Android, iOS, AppleOS, Windows, Linux, or other options. Doublecheck interoperability and minimum computing requirements for key features during the procurement phase.

Pricing. Depending on the premium nature of the vendor’s brand, as well as number of users, features, level of support, and other considerations, platform pricing varies, even within the provider’s product portfolio. Check whether there are annual discounts, bulk user discounts, minimum annual revenue commitments, pricing changes for transferring licenses across users, and other standard technology pricing concerns when buying in bulk. (Pro Tip: Amalgam Insights provides consulting services for companies seeking to conduct due pricing diligence.)

In our next blog, Part III: Evaluating Conferencing Solutions, we will cover functional considerations in comparing conferencing solutions in the Time of Corona.

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Conferencing Solutions: Work in the Time of Corona

This blog is a continuation of our research on remote work in the Time of Corona. Over the next several weeks, Amalgam Insights will provide guidance on platforms, necessary functionality, and top vendors across a variety of remote work technologies needed to maintain employee productivity.

This four-part blog series on Conferencing Solutions includes the following topics:
Part I: Introduction to Conferencing Solutions
Part II: Defining and Purchasing Conferencing Solutions
Part III: Evaluating Conferencing Solutions
Part IV: Recommendations for Effective Conferencing

Key Stakeholders: Chief Executive Officer, Chief Information Officer, Network Services Directors and Managers, Telecom Directors and Managers, IT Directors and Managers

Why It Matters: In the Time of Corona, Amalgam Insights estimates that the United States workforce working from home has increased from 5% at the end of 2019 to over 30% as of the end of March 2020. In light of this fundamental shift, companies must choose, deploy, and administer conferencing solutions effectively to support remote workers and maintain collaboration-based productivity.

Top Takeaway: Conferencing is a core capability to support teamwork, collaboration, and face-to-face interaction in remote work settings. By understanding the features, pricing, and best practices associated with supporting conferencing solutions at scale, companies can evaluate and implement conferencing solutions at scale to support business continuity and remote teams in the Time of Corona.

The Value of Conferencing Solutions Has Increased in the Time of Corona

The COVID-19 outbreak is spurring businesses across the globe to implement, support, and even promote, remote work. Companies that had previously held out against telecommuting now have little choice but to take the leap as jurisdictions force shutdowns of non-essential businesses and regulate travel and aggregations of people.

There is no guarantee COVID-19 will subside in the next few weeks and global trends indicate that anti-COVID-19 social dispersion tactics require two+ months to be fully effective. As a result, every enterprise that does not require a large on-site contingent must maintain employee productivity as they work from home to keep the global economy afloat. And in all honesty, companies need to have contingency plans for remote work based on the ongoing threat of when the next virus, natural disaster or terrorist attack will come. This novel coronavirus is both a test of current policies and an opportunity to improve remote work responses when the next regional or global emergency occurs. Enterprises are quickly learning the consequences of being late adopters in developing a remote work policy.

Communications technology has evolved quickly over the past decade as features such as text chat, video conferencing, recording, and well-governed centralized administration have become standard capabilities. Organizations undergoing due diligence for products that will optimize work environments will want to start by evaluating and administering these solutions. This first report in a series dedicated to remote work tools explores conferencing, a vital capability that brings colleagues together virtually.

Key Vendors for Enterprise Conferencing

Key Vendors that Amalgam Insights recommends in the Conferencing market include BlueJeans, Cisco WebEx, Google Hangouts, GoToMeeting, Microsoft Teams, RingCentral, Zoho Meeting and Zoom. Each of these vendors meets Amalgam Insights’ minimum expectations for business-grade administration, governance, breadth of capabilities, and business support to organizations that deploy at scale.

To support work in the time of Corona, each vendor recommended by Amalgam Insights for enterprise conferencing usage has provided resources or enterprise-grade functions to their users as a free or reduced-price offering. These offerings include:

BlueJeans: Free Access for First Responders and NGOs

Cisco WebEx: Upgraded Free Accounts to support 100 users with toll calls and no time restrictions and 90-day business trials

Google Hangouts: Premium GSuite features until July 1, including conferencing to 250 users and recording meetings to Google Drive

GoToMeeting: Emergency Remote Work Kits with 3 months access to GoToMeeting, GoToWebinar, remote access, & remote support products

Microsoft Teams: 6 month trials for premium version of Microsoft Teams & free version for all educational institutions

RingCentral: 90 day trial for educators, health-care providers, and non-profits

Zoho Meeting: Zoho is providing its entire Remotely Suite free until July 1, which includes Meeting, documents, webinar, project management, and remote support tools

Zoom: lifted 40-minute limit on free accounts in multiple countries, lifted time limits for schools using free accounts

We hope that these offerings from the top vendors that Amalgam Insights recommends in the conferencing space will be helpful as companies seek solutions to support their remote employees. In the next blog in this series, Part II: Defining and Purchasing Conferencing Solutions, Amalgam Insights will discuss functional capabilities that companies should consider as they start to commit to a conferencing solution and consolidate vendors.

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Work in the Time of Corona: An Alert for the Amalgam Community

Summary: This piece provides guidance on:
Novel coronavirus (COVID-19) has wreaked havoc on the tech workplace in the early part of 2020. And, like the great Gabriel Garcia Marquez novel “Love in the Time of Cholera,” we all face legitimate challenges in deciding how rational and detached or how personal and connected to be at a specific time in history.

Continue reading Work in the Time of Corona: An Alert for the Amalgam Community

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RIP to Business Legends Leila Janah and Clayton Christensen

On January 23, 2020, the business world lost two of its biggest stars: Leila Janah and Clayton Christensen. Both of them were personal inspirations to me both in their ability to execute on big ideas and to make a real difference in the world by living up to the cliche of “doing well by doing good.”

Leila Janah passed away on January 23rd, 2020 at the age of 37. She was an unstoppable force in fighting global poverty through her organizations of Samasource, LXMI, and Samaschool. From our Amalgam Insights’ perspective, the work that Samasource did in training AI data for many of the world’s biggest enterprises made Samasource an important company to watch.

But even more importantly was how Samasource conducted this AI data training. Samasource has employed people across India, Kenya, Uganda, Haiti, Pakistan, Ghana, and South Africa through what is now called impact sourcing where workers are trained to a job and paid a living wage with the goal of rising above poverty. The company has hired and trained thousands of people since its founding in 2008 and has a global staff of 2,900.

In running Samasource, Janah both lifted up thousands of people and created an organization that was seen as a legitimate growth business. In November 2019, Samasource raised a $14.8 million A round to increase growth at a time when trusted AI data is more important than ever. Janah was a pioneer in simultaneously evolving the concept of managing AI data while creating a massively successful growth company and creating change in emerging markets.

RIP Leila Janah. Thank you for making a difference.

Clayton Christensen passed away on January 23rd, 2020 at the age of 67. He obviously needs no introduction in the business world as he has been a guiding light in the business world for decades. His 1997 book The Innovator’s Dilemma is the most important business book of recent times and Christensen is in the pantheon of great business authors along with the likes of Benjamin Graham, Dale Carnegie, W. Edwards Deming, Peter Drucker, and Michael Porter.

Christensen coined the term of “Disruptive Innovation,” which described how products and services that could be seen as inferior, tangential, and more accessible than their dominant status quo market equivalents could eventually usurp leading market positions over time. Although Christensen could have sat on his laurels and simply used his Innovator’s Dilemma work for the next 20+ years, Christensen was always seeking to improve and perfect his work on “disruptive innovation” and to push back against the breathless hype of the phrase he was associated with.

Christensen’s ability to translate his theories and work into tangible action that helped transform the likes of Apple, Intel, Netflix, and practically every company that has successfully evolved or fended off new competitors. Christensen’s work made every company more aware of its need to serve customer needs, disrupt as needed to match customer preferences, and identify “jobs to be done.”

RIP Clayton Christensen. Thank you for being a brilliant thinker and an even better person.

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5 MegaThemes for the 2020s That Will Transform IT

As we get ready for 2020, Amalgam Insights is here to prepare companies for the future.  In the past few weeks, we’ve been posting insights on what to look for in 2020 with posts including:
and our four-part series on Ethical AI for the future:
and
Over this decade, we have learned how to work with technology at massive scale and with unprecedented power as the following technology trends surfaced in the 2010s:
  • The birth and death of Big Data in supporting massive scale as the terabyte shifted from an intimidating amount of data to a standard unit of measurement
  • The evolution of cloud computing from niche tool to a rapidly growing market that is roughly $150 billion a year now and will likely be well over a trillion dollars a year by the end of the 2020s
  • The Internet of Things, which will enable a future of distributed and specialized computing based on billions of processors and build on this decade’s massive progress in creating mobile and wireless smart devices.
  • The democratization of artificial intelligence tools including machine learning, deep learning, and data science services and platforms that have opened up the world of AI to developers and data analysts
  • The use of CRISPR Cas9 to programmatically edit genes, which has changed the biological world just as AI has changed the world of technology
  • Brain biofeedback and Brain-Computer Interfaces, which provide direct neural interfaces to control and affect a physical environment.
  • Extended Reality, through the development of augmented and virtual reality which are starting to provide realistic sensory simulations available on demand

2010s Tech Drivers
2010s Tech Drivers

These bullet points describe where we already are today as of the end of 2019. So, how will all of these technologies affect the way we work in the 2020s? From our perspective, these trends fit into 5 MegaThemes of Personalization, Ubiquity, Computational Augmentation, Biologically Influenced Computing, and Renewability.
We believe the following five themes have both significantly evolved during the 2010s and will create the opportunity for ongoing transformative change that will fundamentally affect enterprise technology. Each of these MegaThemes has three key trends that will affect the ways that businesses use technology in the 2020s. This piece provides an introduction to these trends that will be contextualized from an IT, data, and finance perspective in future work, including blogs, webinars, vendor landscapes, and other analyst insights.

2020s Tech MegaTrends
2020s Tech MegaTrends

Over the rest of the year, we’ll explore each of these five MegaThemes in greater detail, as these primary themes will end up driving innovation, change, and transformation within our tactical coverage areas including AI, analytics, Business Planning, DevOps, Finance and Accounting, Technology Expense Management, and Extended Reality.