The four styles of RPA used in OSS

You’re probably already aware of RPA (Robotic Process Automation) tools. You’ve possibly even used one (or more) to enhance your OSS experience. In some ways, they’re a really good addition to your OSS suite. In some ways, potentially not. That all comes down to the way you use them.

There are four main ways that I see them being used (but happy for you to point out others):

  1. Automating repeatable tasks – following an algorithmic approach to getting regular, mundane tasks done (eg weekly report generation)
  2. Streamlining processes / tasks – again following an algorithmic approach to assist an operator during a process (eg reducing the amount of data entry when there is duplication between systems)
  3. Predefined decision support – to guide operators through a process that involves making different decisions based on the information being presented (eg in a highly regulated or complex process, with many options, RPA rules can ensure quality remains high)
  4. As part of a closed-loop system – if your RPA tool can handle changes to its rules through feedback (ie not just static rules) then it can become an important part of a learning, improving solution

You’ll notice an increasing level of sophistication from 1-4. Not just sophistication but potential value to operators too.

We’ll take a closer look at the use of RPA in OSS over the next couple of days.

The two types of disruptive technologists

OSS is an industry that’s undergoing constant, and massive change. But it still hasn’t been disrupted in the modern sense of that term. It’s still waiting to have its Uber/AirBnB-moment, where the old way becomes almost obsoleted by the introduction of a new way. OSS is not just waiting, but primed for disruption.

It’s a massive industry in terms of revenues, but it’s still far from delivering everything that customers want/need. It’s potentially even holding back the large-scale service provider industry from being even more influential / efficient in the current digital communications world. Our recent OSS Call for Innovation spelled out the challenges and opportunities in detail.

Today we’ll talk about the two types of disruptive technologists – one that assists change and one that hinders.

The first disruptive technologist is a rare beast – they’re the innovators who create solutions that are distinctly different from anything else in the market, changing the market (for the better) in the process. As discussed in this recent post, most of the significant changes occurring to OSS have been extrinsic (from adjacent industries like IT or networking rather than OSS). We need more of these.

The second disruptive technologist is all too common – they’re the technologists whose actions disrupt an OSS implementation. They’re usually well-intended, but can get in the way of innovation in two main ways:
1) By not looking beyond incremental change to existing solutions
2) Halting momentum by creating and resolving a million “what if?” scenarios

Most of us probably fall into the second category more often than the first. We need to reverse that trend individually and collectively though don’t we?

Would you like to nominate someone who stands out as being the first type of disruptive technologist and why?

What is your OSS answer : question ratio?

Experts know a lot…. obviously.
They have lots of answers… obviously.

There are lots of OSS experts. Combined, they know A LOT!!

Powerful indeed, but not sure if that’s what we need right now. I feel like we’re in a bit of an OSS innovation funk. The biggest improvements in OSS are coming from outside OSS – extrinsic improvement.

Where’s the intrinsic improvement coming from? Do we need someone to shake it up (do we need everyone to shake it up?)? Do we need new thinking to identify and create new patterns? To re-organise and revolutionise what the experts already know. Or do we need to ask the massive questions that re-frame the situation for the experts?

So, considering this funky moment in time, is the real expert the one who knows lots of answers… or the person who can catalyse change by asking the best mind-shift questions?

May I ask you – As an OSS expert, are you prouder of your answers…. or your questions?

To tackle that from a different angle – What is your answer : question ratio? Are you such an important expert that your day is so full of giving brilliant answers that you have no time left to ruminate and develop brilliant questions?

If so, can we take some of your answer time back and re-prioritise it please?

In the words of Socrates, “I cannot teach anybody anything, I can only make them think.

The future of telco / service provider consulting

Change happens when YOU and I DO things. Not when we argue.”
James Altucher
.

We recently discussed how ego can cause stagnation in OSS delivery. The same post also indicated how smart contracts potentially streamline OSS delivery and change management.

Along similar analytical lines, there’s a structural shift underway in traditional business consulting, as described in a recent post contrasting “clean” and “dirty” consulting. There’s an increasing skepticism in traditional “gut-feel” or “set-and-forget” (aka clean) consulting and a greater client trust in hard data / analytics and end-to-end implementation (dirty consulting).

Clients have less need for consultants that just turn the ignition and lay out sketchy directions, but increasingly need ones that can help driving the car all the way to their desired destination.

Consultants capable of meeting these needs for the telco / service provider industries have:

  • Extensive coal-face (delivery) experience, seeing and learning from real success and failure situations / scenarios
  • An ability to use technology to manage, interpret and visualise real data in a client’s data stores, not just industry trend data
  • An ability to build repeatable frameworks (including the development of smart contracts)
  • A mix of business, IT and network / tech expertise, like all valuable tripods

Have you noticed that the four key features above are perfectly aligned with having worked in OSSOSS/BSS data stores contain information that’s relevant to all parts of a telco / service provider business. That makes us perfectly suited to being the high-value consultants of the future, not just contractors into operations business units.

Few consultancy tasks are productisable today, but as technology continues to advance, traditional consulting roles will increasingly be replaced by IP (Intellectual Property) frameworks, data analytics, automations and tools… as long as the technology provides real business benefit.

Bad OSS ego decisions

A long, long time ago Dennis Haslinger told me that most of the most serious mistakes I would make in life would be bad ego decisions. I have found that to be true.”
Gary Halbert
.

OSS is an industry filled with highly intelligent people. In every country I’ve visited to work on OSS assignments, perhaps excluding Vietnam, my colleagues have been predominantly male. Dare I say it, do those two preceding facts imply a significant ego level exists on many (most?) OSS projects (or has it just been a coincidence that I’ve experienced)?

Given that OSS projects tend to cross business units, inter-departmental power plays like the one described in the Dilbert comic below can become just another potential pitfall.
Dilbert - I found a way to save a million dollars

To be honest, I can’t recall any examples where ego (mine or others) has lead to serious mistakes as such, but I’ve seen many cases where it’s lead to serious stagnation, delays in project delivery, that have been extremely costly.

One example is cited in this post, where the intellectual brilliance of one person caused a document to blow out from 30 pages to 150+, causing a 3+ month delay and more than $100k additional cost.

Stakeholder management and change management are highly underestimated factors in the success of OSS projects.

PS. The “intellectual brilliance” link above also talks about the possible benefits of smart contracts in OSS delivery. I wonder whether smart contracts will reduce some of the ego-related stagnation on OSS projects, or simply shift it from the delivery phase to the up-front smart contract agreement phase, thus introducing more “what if scenario” stagnation?

To reduce OSS dark data (or not)?

Dark data is the name for data that is collected but never used.
lt’s said that 96-98% of all data is dark data (not that I can confirm or deny those claims).

Dark data forms the bottom layer in the DIKW hierarchy below (image sourced from here).
DIKW hierarchy

What would the dark data percentage be within OSS do you think? Or more specifically, your OSS?

If you’re not going to use it, then why collect it?

I have two conflicting trains of thought here:

  • The Minimum Viable Data perspective; and
  • It’s relatively cheap and easy to collect / store raw data if an interface is already built, so hoard it all just in case your data scientists (or automated data algorithms) ever need it

Where do you sit on the data collection spectrum?

Can you re-skill fast enough to justify microservices?

There’s some things that I’ve challenged my team to do. We have to be faster than the web scale players and that sounds audacious. I tell them you can’t you can’t go to the bus station and catch a bus that’s already left the station by getting on a bus. We have to be faster than the people that we want to get to. And that sounds like an insane goal but that’s one of the goals we have. We have to speed up to catch the web scale players.”
John Donovan
, AT&T at this link.

Last week saw a series of articles appear here on the PAOSS blog around the accumulation of tech-debt and how microservices / Agile had the potential to accelerate that accumulation.

The part that I find most interesting about this new approach to telco (or more to the point, to the Digital Service Provider (DSP) model) is that it speaks of a shift to being software companies like the OTT players. Most telcos are definitely “digital” companies, but very few could be called “software” companies.

All telcos have developers on their payroll but how many would have software roles filling more than 5% of their workforce? How many would list their developer pools amongst a handful of core strengths? I’d hazard a guess that the roots of most telcos’ core strengths would’ve been formed decades ago.

Software-centric networks are on the rise. Rapid implementation models like DevOps and Agile are on the rise. API / Microservice interfaces to network domains (irrespective of being VNF, PNF, etc) are on the rise. Software, software, software.

In response, telcos are talking software. Talking, but how many are doing?

Organic transition of the workforce (ie boomers out, millennials in) isn’t going to refresh fast enough. Are telcos actively re-inventing their resource pool? Are they re-skilling on a grand scale, often tens of thousands of people, to cater for a future mode of operation where software is a core capability like it is at the OTT players? Re-skilling at a speed that’s faster than the web-scale bus?

If they can’t, or don’t, then perhaps software is not really the focus. Software isn’t their differentiator… they do have many other strengths to work with after all.

If so then OSS, microservices, SDN / NFV, DevOps, etc are key operational requirements without being core differentiators. So therefore should they all be outsourced to trusted partners / vendors / integrators (rather than the current insourcing trend), thus delegating the responsibility for curating the tech-debt we spoke about last week?

I’m biased. I see OSS as a core differentiator (if done well), but few agree with me.

Can the OSS mammoths survive extinction?

Startups win with data. Mammoths go extinct with products.”
Jay Sharma
.

Interesting phraseology. I love the play on words with the term mammoths. There are some telcos that are mammoth in size but are threatened with extinction though changes in environment and new competitors appearing.

I tend to agree with the intent of the quote, but also have some reservations. For example, products are still a key part of the business model of digital phenoms like Google, Facebook, etc. It’s their compelling products that allow them to collect the all-important data. As consumers, we want the product, they get our data. We also want the products sold by the Mammoths but perhaps they don’t leverage the data entwined in our usage (or more importantly, the advertising revenues that gets attracted to all that usage) as well as the phenoms do.

Another interesting play on words exists here for the telcos – in the “winning with data.” Telcos are losing at data (their profitability per bit is rapidly declining to the point of commoditisation), so perhaps a mindset shift is required. Moving the business model that’s built on the transport of data to a model based on the understanding of, and learning from, data. It’s certainly not a lack of data that’s holding them back. Our OSS / BSS collect and curate plenty. The difference is that Google’s and Facebook’s customers are advertisers, whilst the Mammoths’ customers are subscribers.

As OSS providers, the question remains for us to solve – how can we provide the products that allow the Mammoths to win with data?

PS. The other part of this equation is the rise of data privacy regulations such as GDPR (General Data Protection Regulation). Is it just me, or do the Mammoths seem to attract more attention in relation to privacy of our data than the OTT service providers?

Analytics and OSS seasonality

Seasonality is an important factor for network and service assurance. It’s also known as time-of-day/week/month/year specific activity.

For example, we often monitor network health through the analysis of performance metrics (eg CPU utilisation) and set up thresholds to alert us if those metrics go above (or below) certain levels. The most basic threshold is a fixed one (eg if a CPU goes above 95% utilisation, then raise an alert). However, this might just create unnecessary activity. Perhaps we do an extract at 2am every evening, which causes CPU utilisation to bounce at nearly 100% for long perids of time. We don’t want to receive an alert in the middle of the night for what might be expected behaviour.

Another example might be a higher network load for phone / SMS traffic on major holidays or during disaster events.

The great thing about modern analytics tools is that as long as they have long time series of data, then they can spot patterns of expected behaviour at certain times/dates that humans might not be observing and adjust alerting accordingly. This reduces the number of spurious notifications for network assurance operators to chase up on.

10 ways to #GetOutOfTheBuilding

Eric Ries’ “The Lean Startup,” has a short chapter entitled, “Get out of the Building.” It basically describes getting away from your screen – away from reading market research, white papers, your business plan, your code, etc – and out into customer-land. Out of your comfort zone and into a world of primary research that extends beyond talking to your uncle (see video below for that reference!).

This concept applies equally well to OSS product developers as it does to start-up entrepreneurs. In fact the concept is so important that the chapter name has inspired it’s own hashtag (#GetOutOfTheBuilding).

This YouTube video provides 10 tips for getting out of the building (I’ve started the clip at Tendai Charasika’s list of 10 ways but you may want to scroll back a bit for his more detailed descriptions).

But there’s one thing that’s even better than getting out of the building and asking questions of customers. After all, customers don’t always tell the complete truth (even when they have good intentions). No, the better research is to observe what they do, not what they say. #ObserveWhatTheyDoNotWhatTheySay

This could be by being out of the building and observing customer behaviour… or it could be through looking at customer usage statistics generated by your OSS. That data might just show what a customer is doing… or not doing (eg customers might do small volume transactions through the OSS user interface, but have a hack for bulk transactions because the UI isn’t efficient at scale).

Not sure if it’s indicative of the industry as a whole, but my experience working for / with vendors is that they don’t heavily subscribe to either of these hashtags when designing and refining their products.

Does your OSS collect primary data to #ObserveWhatTheyDoNotWhatTheySay? If it does, do you ever make use of it? Or do you prefer to talk with your uncle (does he know much about OSS BTW)?

Are your OSS better today than they were 5 years ago?

Are your OSS better today than they were 5 years ago?
(or 10, 15, 20 years depending on how long you’ve been in the industry) 

Your immediate reaction to this question is probably going to be, “Yes!” After all, you and your peers have put so much effort into your OSS in the last 5 years. They have to be better right?

On the basis of effort, our OSS are definitely more capable… but let me ask again, “Are they better?”

How do they stack up on key metrics such as:

  1. Do they need less staff to run / maintain
  2. Do they allow products to be released more quickly to market
  3. Do they allow customer services to be ready for service (RFS) faster
  4. Are mean times to repair (MTTR) faster when there’s a problem in the network
  5. Are bills more accurate (and need less intervention across all of the parties that contribute)
  6. Are there less fall-outs (eg customer activations that get lost in the ether)
  7. Are we better at delivering (or maintaining) OSS on budget
  8. Are your CAPEX and OPEX budgets lower
  9. Are our front-office staff (eg retail, contact centres, etc) able to give better outcomes for customers via our OSS/BSS
  10. Are our average truck-rolls per activation lower
  11. Are the insights we’re identifying generating longer-run competitive advantages
  12. etc, etc

Maybe it’s the rose-coloured glasses, but my answer to the initial question when framed against these key metrics is, “Probably not,” but with a couple of caveats.

Our OSS are certainly far more complicated. The bubble in which we operate is far more complicated (ie network types, product offerings, technology options, contact channels, more touchpoints, etc). This means more variants for our OSS / BSS to handle. In addition, we’ve added a lot more functionality (ie complexity of our own).

Comparison of metrics will vary greatly across different OSS operators – some for the better, some worse. Maybe I’m just working on projects that are more challenging now than I was 5, 10, 15 years ago.

Do you have the data to confirm / deny that your OSS is better than in years past?

PS. Oh, and one last call-out. You’ll notice that the metrics above tend to be cross-silo. I have no doubt that individual OSS products have improved in terms of functionality, usability, processing speeds, etc. But what about our end-to-end workflows through our OSS/BSS suite of products?

The unfair OSS advantage

My wife and I attended a Christmas party over the weekend and on the trip home we discussed customer service. In particular we were discussing the customer service training she’d had, as well as the culture of customer service reinforcement she’d experienced via leaders and peers in her industry. She doesn’t work in ICT or OSS (obviously?).

In our industry, we talk the customer experience talk via metrics like NPS (Net Promoter Score). However, I don’t recall ever working with a company that provided customer service training or had a strong culture of reinforcing customer service behaviours. Some might claim that it’s just an unwritten rule / expectation.

Conversely, some players in our industry go the opposite way and appear to have the mentality of trying to screw over their customers. Their customers know it and don’t like it but are locked in for any number of reasons.

As OSS implementers, the more consistent trend seems to be a culture of technical perfection. I know I’ve dropped the ball on customer service in the past by putting the technical solution ahead of the customer. I feel bad about that on reflection.

Perhaps what we don’t realise is that we’re missing out on an unfair advantage.

As Seth Godin states in this blog, “Here’s a sign I’ve never seen hanging in a corporate office, a mechanic’s garage or a politician’s headquarters:
WE HAVE AN UNFAIR ADVANTAGE:
We care more.

It’s easy to promise and difficult to do. But if you did it, it would work. More than any other skill or attitude, this is what keeps me (and people like me) coming back
.”

Could it be a real differentiator in our fragmented market?

Do you want dirty or clean automation?

Earlier in the week, we spoke about the differences between dirty and clean consulting, as posed by Dr Richard Claydon, and how it impacted the use of consultants on OSS projects.

The same clean / dirty construct applies to automation projects / tools such as RPA (Robotic Process Automation).

Clean Automation = simply building robotic automations (ie fixed algorithms) that manage existing process designs
Dirty Automation = understanding the process deeply first, optimising it for automation, then creating the automation.

The first is cheap(er) and easy(er)… in the short-term at least.
The second requires getting hands dirty, analysing flows, analysing work practices, analysing data / logs, understanding operator psychology, identifying inefficiencies, refining processes to make them better suited to automation, etc.

Dirty automation requires analysis, not just of the SOP (Standard Operating Procedure), but the actual state-changes occurring from start to end of each iteration of process implementation.
This also represents the better launching-off point to lead into machine-learning (ie cognitive automation), rather than algorithmic or robotic automation.

What in OSS does nobody agree with you on?

Peter Thiel (co-founder of PayPal, Founders Fund and many other snippets in an impressive highlights reel) asks prospective entrepreneurs to tell him something they believe is true that nobody agrees with them about.

Today I’m asking you the same question and would love to hear your answers:

What do you believe to be true in OSS that nobody else seems to agree with you on?

The exciting thing about OSS is that it has so much potential, so many opportunities to do things better. And that means so many opportunities to do things differently, to come at things from a different angle to everyone else.

After all, success comes from doing things differently.

5 principles for your OSS Innovation Lab

Corporate innovation is far more dependent on external collaboration and customer insight than having a ‘lab’.”
Andy Howard
in a fabulous LinkedIn post.

Like so many other industries, OSS is ripe for disruption through innovation. Andy Howard’s post provides a number of sobering statistics for any large OSS vendors thinking of embarking on an Innovation Lab journey as a way of triggering innovation. Andy quotes the New York Times as follows, “The last three years have seen Nordstrom, Microsoft, Disney, Target, Coca-Cola, British Airways and The New York Times either close or dramatically downsize their innovation labs. 90% of innovation labs are failing.”

He also proposes five principles for corporate innovation success (Andy’s comments are in italics, mine follow):

  1. People. Will taking people out of the business and placing them into a new department change their thinking? No way. Those successful in corporate innovation are more entrepreneurial and more customer-centered, and usually come from outside of the organisation.
    Are you identifying (and then leveraging) those with an entrepreneurial bent in your organisation?
  2. Commercial intent. Every innovation project requires a commercial forecast. To progress, a venture must demonstrate how it could ultimately generate at least €100 million in annual revenue from a market worth at least €1 billion, and promise higher profit margins than usual.
    The numbers quoted above come from Daimler’s (wildly successful) Innovation Lab. Have you noticed that they’ve set the bar high for their innovation teams? They’re seeking the moonshots, not the incremental change.
  3. Organisational architecture. Whether it’s an innovation lab or simply an innovation department, separating the innovation team from the rest of the business is important. While the team may be bound by the same organisational policies, separation has cultural benefits. The most critical separation is not in terms of physical space, but in the team’s roles and responsibilities. Having employees attempt to function in both an ‘innovation’ role and ‘business as usual’ role is counterproductive and confusing. Innovation is an exclusive job.
    I’m 50/50 on this one. Having a gemba / coal-face / BAU role provides a much better understanding of real customer challenges. However, having BAU responsibilities can detract from a focus on innovation. The question is how to find a balance that works.
  4. External collaboration. Working with consultants and customers from outside of the organisation has long been a contributor to corporate innovation success. Companies attempting a Silicon Valley-style ‘lone genius’ breakthrough are headed towards failure. P&G’s ‘Connect and Develop’ innovation model, designed to bring outside thinking together with P&G’s own teams, is attributed with helping to double the P&G share price within five years.
    Where do you source your external collaboration on OSS innovation? Dirty or clean consultants? Contractors? Training of staff? Delegating to vendors?
  5. Customer insight. Innovations solve real customer problems. Staying close to customers and getting out of the building is how customer problems are discovered.
    As indicated under point 3 above, how do you ensure your innovators are also deeply connected with the customer psyche? Getting the team out of the ivory tower and onto the customer site is a key here

Do you want dirty or clean OSS consulting?

The original management consultant was Frederick Taylor, who prided himself in having discovered the “one best way” which would be delivered by “first-class men”. These assumptions, made in 1911, are still dominant today. Best practice is today’s “one best way” and recruiters, HR and hiring managers spend months and months searching for today’s “first-class men”.

I call this type of consulting clean because the assumptions allow the consultant to avoid dirty work or negative feedback. The model is “proven” best practice. Thus, if the model fails, it is not the consultants’ fault – rather it’s that the organisation doesn’t have the “first-class employees” who can deliver the expected outcome. You just have to find those that can. Then everything will be hunky dory.

All responsibility and accountability are abdicated downwards to HR and hiring managers. A very clean solution for everybody but them.

It’s also clean because it can be presented in a shiny manner – lots of colourful slide-decks promising a beautiful outcome – rational, logical, predictable, ordered, manageable. Clean. In today’s world of digital work, the best practice model is a new platform transforming everything you do into a shiny, pixelated reality. Cleaner than ever.

The images drawn by clean consultants are compelling. The client gets a clearly defined vision of a future state backed up by evidence of its efficacy.

But it’s far too often a dud. Things are ignored. The complex differences between the client and the other companies the model has been used on. The differences in size, in market, in demographic, in industry. None matter – because the one best way model is just that – one best way. It will work everywhere for everyone. As long as they keep doing it right and can find the right people to do it.

The dirty consultant has a problem that the clean consultant doesn’t have. It’s a big problem. He doesn’t have an immediate answer for the complex problem vexing the client. He has no flashy best practice model he strongly believes in. No shiny slide deck that outlines a defined future state.

It’s a difficult sell.

What he does have is a research process. A way of finding out what is actually causing the organisational problems. Why and how the espoused culture is different from organisational reality. Why and how the supposed best practice solution is producing stressed out anxiety or cynical apathy.

This process is underpinned by a fundamentally different perspective on the world of work. Context is everything. There is no solution that can fit every company all of the time. But there’s always a solution for the problem. It just has to be discovered.

The dirty consultant enters an organisation ready and willing to uncover the dirty reasons for the organisation not performing. This involved two processes – (1) working out where the inefficiencies and absurdities are, and (2) finding out who knows how to solve them.”

The text above all comes from this LinkedIn post by Dr Richard Claydon. It’s also the longest quote I’ve used in nearly 2000 posts here on PAOSS. I’ve copied such a great swathe of it because it articulates a message that is important for OSS.

There is no “best practice.” There is no single way. There are no cookie-cutter consulting solutions. There are too many variants at play. Every OSS has massive local context. They all have a local context that is far bigger than any consultant can bring to bear.

They all need dirty consulting – assignments where the consultant doesn’t go into the job knowing the answers, acknowledging that they don’t have the same local, highly important context of those who are at gemba every day, at the coal-face every day.

There is no magic-square best-fit OSS solution for a given customer. There should be no domino-effect selection of OSS (ie the big-dog service provider in the region has chosen product X after a long product evaluation so therefore all the others should choose X too). There is no perfect, clean answer to all OSS problems.

Having said that, we should definitely seek elements of repeatability – using repeatable decision frameworks to guide the dirty consulting process, to find solutions that really do fit, to find where repeatable processes will actually make a difference for a given customer.

So if the local context is so important, why even use a consultant?

It’s a consultant’s role to be a connector – to connect people, ideas, technologies, concepts, organisations – to help a customer make valuable connections they would otherwise not be able to make.

These connections often come from the ability to combine the big-picture concepts of clean consulting with the contextual methods of dirty consulting. There’s a place for both, but it’s the dirty consulting that provides the all-important connection to gemba. If an OSS consultant doesn’t have a dirty-consulting background, an ability to frame from a knowledge of gemba, I wonder whether the big-picture concepts can ever be workable?

What are your experiences working with clean consultants (vs dirty consultants) in OSS?

6 principles of OSS UI design

When we talk about building capabilities by design, there are a set of four core capabilities that you should keep in mind:

  • Designed for self-sufficiency: Enable an environment where the business user is capable of acquiring, blending, presenting, and visualizing their data discoveries. IT needs to move away from being command and control to being an information broker in a new kind of business-IT partnership that removes barriers, so that users have more options, more empowerment, and greater autonomy.
  • Designed for collaboration: Have tools and platforms that allow people to share and work together on different ideas for review and contribution. This further closes that business-IT gap, establishes transparency, and fosters a collective learning culture.
  • Designed for visualization: Data visualizations have been elevated to a whole new form of communication that leverages cognitive hardwiring, enriches visual discovery, and helps tell a story about data to move from understanding to insight.
  • Designed for mobility: It is not enough to be just able to consume information on mobile devices, instead users must be able to work and play with data “on the go” and make discovery a portable, personalized experience.

Lindy Ryan in the book, “The Visual Imperative: Creating a Visual Culture of Data Discovery.”

When it comes to OSS specifically, I have two additional design principles:

  • Designed for Search – there is so much data in our OSS / BSS suites; some linked, some not; some normalised, some not; some cleansed, some not; This design principle allows abstraction from all those data challenges to allow operators to make psuedo-natural language requests for information. Noting that this could be considered an overlap between points 1 and 3 in the prior list
  • Designed for user journeys – in an omni-channel world, the entry point and traversal of any OSS workflow could cross multiple channels (eg online, retail store, IVR, app, etc). This makes pre-defined workflows almost impossible to design / predict. Instead, on OSS / BSS suite must be able to handle complete flexibility of user journeys between state / event transitions

Been done before, been done before

What percentage of the work you do each day is work where the process (the ‘right answer’) is known? Jobs where you replicate a process instead of inventing one…
The place where we can create the most value is when we do a job where exploration and a new solution is what’s needed. Not rote, but exploration. Which means we’re doing something that’s not been done before, something that might not work.
This isn’t something to avoid, it’s the work we need to seek out
.”
Seth Godin
in this blog.

From the perspective of OSS experts, this blog from Seth Godin has three distinct perspectives:

  • The OSS operators’ perspective – Where we want super-repeatability, consistency and quality. We can accommodate exploration, but only if we’re monitoring Darwinian change and using it to evolve to become ever fitter and faster. Operator roles are all about coercing large volumes of activities through the funnel as quickly and accurately as possible, supported by our OSS tools and processes.
  • The OSS installer’s perspective – Where we want the out of the box installation to also be highly efficient, repeatable and consistent. In most cases, we don’t want room for exploration during an install
  • The OSS builders’ perspective – Where we want to follow Godin’s explorative lead, where we want to configure / customise an OSS by seeking something that’s never been done before in the hope that the solution is better than has ever been done before (in readiness to hand over to operators and installers)

Some people enjoy rote, consistency and repeatability, knowing what they’re going to do each day before the day starts. OSS needs these personalities.

But for the OSS builder roles, rote isn’t something to avoid, it’s the work we need to seek out, perhaps more passionately and laterally than we may care to admit.

If OSS is my hammer, am I only seeing nails?

OSS is a powerful multi-purpose tool, much like a hammer.

If OSS is my only tool, do I see all problems as nails that I have to drive home with my OSS?

The downside of this is that it then needs to be designed, built, integrated, tested, released, supported, upgraded, data curated and maintained. The Total Cost of Ownership (TCO) for a given problem extends far beyond the time-frame envisaged during most solutioning exercises.

To be honest, I’ve probably been guilty of using OSS to solve problems before seeking alternatives in the past.

What if our going-in position was that answers should be found elsewhere – outside OSS – and OSS simply becomes the all-powerful last resort? The sledgehammer rather than the ball-pein hammer.

With all this big data I keep hearing about, has anyone ever seen any stats relating to the real life-time costs of OSS customisations made by a service provider to its off-the-shelf OSS? If such data exists, I’d love to see what the cost-benefit break-even point might look like and what we could learn from it. I assume we’re contributing to our very own Whale Curve but have nothing to back that assumption up yet.

An uncommon list of OSS books

Since reading the first book on this list, I’ve become a very avid and wide-ranging reader. The seeds sown by the book list below have immensely helped enrich the content you see here on the PAOSS blog and other PAOSS content.

You’ll begin to notice a very curious thing about this list though. There are only two books in the entire list that are actually about OSS. I have many OSS books in my library, but most struggle for relevance beyond the author’s frame of reference – they have been written from the specific technical experiences of the author, which are rarely transferable to other OSS. Either the technologies are now out of date and/or the details / terminologies were pertinent only to that OSS time and place. It’s one of the reasons that PAOSS content is specifically intended to abstract from technology and deliver insights, methodologies, processes and frameworks that have a broader relevance and greater longevity (hopefully).

The remaining books in the list have not been written with OSS in mind but definitely provide insights and perspectives that are transferable to the challenges we face in the OSS industry. In no particular order (except the first being the first…)

Rich Dad, Poor Dad Rich Dad, Poor Dad
by Sharon L. Lechter Robert T. Kiyosaki
This was the book that changed it all for me. Whilst its intent is to educate on personal finance, the effect it had was to lift my eyes beyond the purely technical. Like 95%+ of people in our industry, I had previously only ever focused on delivering the best technical solution I could with the assumption that this would deliver a great customer outcome. I now know that the challenges we face are far  bigger than that!
Insanely Simple: The Obsession That Drives Apple's Success Insanely Simple: The Obsession That Drives Apple’s Success
by Ken Segall
The greatest OSS (but non-OSS) book I’ve read. The first half of this book in particular delivers powerful examples of simplification at all levels of an organisation as experienced by an advertising executive working alongside Steve Jobs at Apple. The OSS and communications industry need more people who are able to wield the simple stick like Steve did.
Rework Rework
by Jason Fried, David Heinemeier Hansson
These gentlemen have built a strong business around the Basecamp project management suite of tools. In Rework, just like their blog at 37signals, they provide brilliant contrarian insights into how to run a software business… Or any business for that matter. Efficiency and simplicity are the mantra ahead of the Red-Bull fuelled heroics spouted by many organisations in the software industry. One of my all-time favourite business books.
Enchantment: The Art of Changing Hearts, Minds, and Actions Enchantment: The Art of Changing Hearts, Minds, and Actions
by Guy Kawasaki
Guy defines enchantment as, “the process of delighting people with a product, service, organisation or idea. The outcome of enchantment is voluntary and long-lasting support that is mutually beneficial.” If there was ever an industry that was in need of enchantment, it is the OSS industry right now.
Rain: What a Paperboy Learned About Business Rain: What a Paperboy Learned About Business
by Jeffrey J. Fox
An easy to digest story about a boy with a paper-route learning the key tenets of rainmaking, the ability to delight customers and make sales (and projects) happen.
The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience
by Carmine Gallo
There are two acronyms that pervade in the OSS / telco / tech industry; DBA (Death by Acronym) and DBP (Death by Powerpoint). This book provides some stunning insights into how to make a compelling presentation on your latest OSS project.
Killing Giants: 10 Strategies to Topple the Goliath in Your Industry Killing Giants: 10 Strategies to Topple the Goliath in Your Industry
by Stephen Denny
There are a number of goliath incumbents in our industry. However, I suspect that most of the required disruption is coming from the Davids of our industry, despite the burning platforms at the goliaths. Interesting reading for a different perspective on innovation and change.
Jack Welch & The G.E. Way: Management Insights and Leadership Secrets of the Legendary CEO Jack Welch & The G.E. Way: Management Insights and Leadership Secrets of the Legendary CEO
by Robert Slater
This book describes a number of key strategies for how Jack Welch pared back the weighty bureaucracy of General Electric upon his ascension to CEO. I suspect our industry needs similarly brutal change leadership to thrive into the future
The Best Service is No Service: How to Liberate Your Customers from Customer Service, Keep Them Happy, and Control Costs The Best Service is No Service: How to Liberate Your Customers from Customer Service, Keep Them Happy, and Control Costs
by Bill Price, David Jaffe
There is a distinct difference between the customer service models of the typical communications service provider (CSP) and digital service providers (DSP) like Google, Facebook, Amazon, et al. Most CSPs can only wish for the level of customer self-service that the DSPs enjoy. I was working on a project for a customer-facing business unit of a CSP whilst reading this book and the parallels were almost scary.
Essentialism: The Disciplined Pursuit of Less Essentialism: The Disciplined Pursuit of Less
by Greg McKeown
Think: Less but better. A motto for our industry, one individual at a time.
Anything You Want: 40 Lessons for a New Kind of Entrepreneur Anything You Want: 40 Lessons for a New Kind of Entrepreneur
by Derek Sivers
Derek Sivers was a professional musician before starting his own business, one that helped sell the CDs of the long tail of the music industry, musicians overlooked by the big labels. This might sound barely relevant to the OSS industry but there is an uncommon clarity in the way that Sivers views businesses, customers and delivery. Many of his thoughts really struck a chord with me (bad pun intended).
Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry
by David Robertson, Bill Breen
Bespoke creativity took this icon of childrens’ toys to the brink of bankruptcy. Perhaps counter-intuitively, paring it back to the basic building blocks (another bad pun) allowed creativity and profitability to thrive at Lego.
Principles: Life and Work Principles: Life and Work
by Ray Dalio
Built around the principles that Ray Dalio codified at his company, Bridgewater Associates. Many of his principles of team and culture seem like common sense, but helpfully compiled into a single volume. Not all OSS teams have these principles mastered.
Blue Ocean Strategy, Expanded Edition: How to Create Uncontested Market Space and Make the Competition Irrelevant Blue Ocean Strategy, Expanded Edition: How to Create Uncontested Market Space and Make the Competition Irrelevant
by W. Chan Kim, Renée Mauborgne
This book provides frameworks for shifting an organisation out of fragmented, highly competitive markets (bloody red oceans) into a unique market segment (blue oceans). I’ve even added some of the concepts in this book into a framework that helps my clients plot differentiated strategic roadmaps and product evaluations.
Leading Change Leading Change
by John P. Kotter
OSS projects are challenging to implement. Through harsh experience, I’ve learnt that even technically perfect implementations are prone to fail if the organisational change effort hasn’t been managed well. Whilst there are newer change management methodologies available, I still find that Kotter’s 8 steps provide a valuable framework for building OSS change management strategies around.
Everything Is Negotiable: How to Get the Best Deal Every Time Everything Is Negotiable: How to Get the Best Deal Every Time
by Gavin Kennedy
Introduces some fascinating negotiation tactics such as “The Mother Hubbard” (ie the cupboard is bare). There is more negotiation required in OSS than I first gave it credit for.
Endless Referrals: Network Your Everyday Contacts into Sales Endless Referrals: Network Your Everyday Contacts into Sales
by Bob Burg
In the early days of my career, I’d gone from one project to the next, with my head down focusing on delivery. This book opened my eyes to the value of staying in touch with past colleagues and adding value to my network. The results have surprised me so I recommend this book’s teachings to anyone who is purely tech-focused.
The Idea Factory: Bell Labs and the Great Age of American Innovation The Idea Factory: Bell Labs and the Great Age of American Innovation
by Jon Gertner
Put simply, this is probably the most inspiring book I’ve read in relation to the communications industry. The groundbreaking innovations (including OSS) that were developed within R&D powerhouses like Bell Labs during the 1900’s are staggering and something that we can barely even aspire to today. It’s no coincidence that the OSS Call for Innovation references this book
null Linchpin: Are You Indispensable?
by Seth Godin
A call to action to become a linchpin, someone who delivers in territory where there is no map / rule-book, someone who inspires those around them. OSS needs more linchpins.
Dangerous Company: Consulting Powerhouses and the Companies They Save and Ruin Dangerous Company: Consulting Powerhouses and the Companies They Save and Ruin
by Charles Madigan and James O’Shea
This book provides some insights into the best and worst of management consulting. It is a little old now, dating back to the late 1990’s but it had a significant impact on me when I read it in the 2010’s. It describes some of the unscrupulous acts / tactics / results that have lead to the poor reputation that consulting has in some circles. It also reinforced a strong belief I’ve always had in doing right by the client before the firm because building reputation and integrity ultimately benefits the firm anyway.
Made to Stick: Why Some Ideas Survive and Others Die Made to Stick: Why Some Ideas Survive and Others Die
by Chip Heath, Dan Heath
The term “stickiness” was popularised by Malcolm Gladwell in “The Tipping Point.” This book borrows the term and looks to explain why an idea or concept remains sticky. OSS tend to be so sticky, in many cases to the detriment of the customer experience, but our industry is also in desperate need for powerfully sticky new ideas and approaches.
The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It
by Michael E. Gerber
The ideas in this book are based on growing small businesses, but there are certainly take-aways for OSS. The biggest for me is the need for repeatability. We need to codify and systematise if we are to refine and improve.
Purple Cow, New Edition: Transform Your Business by Being Remarkable Purple Cow, New Edition: Transform Your Business by Being Remarkable
by Seth Godin
In a cluttered or fragmented marketplace, like OSS, it is difficult to stand out from all other suppliers. Seth Godin introduces the concept of the purple cow – when you’re on a long trip in the countryside, seeing lots of brown or black cows soon gets boring, but if you saw a purple cow, you’d immediately take notice. This book provides the impetus to make your products stand out and drive word of mouth rather than having to differentiate via your marketing.
Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration
by Ed Catmull, Amy Wallace
From the creative brilliance of Pixar Studios comes this book of how to cultivate inspired creativity. My biggest take-away was the amount of time and money Pixar spends on upgrading its hardware and software platforms between films…. unlike some of our OSS that are still rooted in tech from the 1990s.
The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich
by Timothy Ferriss
Starts off strongly but drops away rapidly in the second half IMHO. The words of a friend of mine aptly paraphrase what Tim Ferris talks about in this book, “Only do what only you can do.” Prioritise your efforts on what make you truly unique and use other efficiency tools and/or engage others to do the rest
OSS Essentials: Support System Solutions for Service Providers OSS Essentials: Support System Solutions for Service Providers
by Kornel Terplan
Finally, a book that’s actually about OSS. Whilst covering some obsolete technologies, this is one of the very few OSS books that retains a longevity of relevance (it was published in 2001)
Million Dollar Consulting: The Professional's Guide to Growing a Practice, Fifth Edition Million Dollar Consulting: The Professional’s Guide to Growing a Practice, Fifth Edition
by Alan Weiss
Alan Weiss has the ability to cut through the waffle that’s offered in many consultancy how-to manuals. He provides insightful and often contrarian advice that will make you a more professional consultant, no matter what area of expertise you cover.
Mastering your OSS: Operational Support System Implementation Tips and Techniques Mastering your OSS: Operational Support System Implementation Tips and Techniques
by Ryan Jeffery
This is the best OSS book that I’ve written (so far), but with new material in the pipeline, watch this space for even better publications. It provides the frameworks, processes, insights and recommendations that will help guide you through the myriad of challenges, technical or otherwise, that you will face in the world of OSS.
Power Listening: Mastering the Most Critical Business Skill of All Power Listening: Mastering the Most Critical Business Skill of All
by Bernard T. Ferrari
Bernard Ferrari advises the use of the Pareto Principle to listening. In other words, spending 80% of the time listening and only 20% talking. It’s such an important trait for all technical resources, yet perhaps somewhat uncommon unfortunately. As the “hired gun,” there is a tendency to start firing from both barrels verbally as soon as you meet with the customer. But the most insightful insights are the ones that are understandable to the customer. They have to be relevant in terminology, desired outcomes, roles/responsibilities, respective capabilities, etc, etc. You only get that context from Power Listening.
The Click Moment: Seizing Opportunity in an Unpredictable World The Click Moment: Seizing Opportunity in an Unpredictable World
by Frans Johansson
Johansson also introduces the concept of the “smallest executable step” as a mechanism for harnessing the apparent randomness of our modern, rapidly changing world. He suggests that we make many small bets rather than one massive bet as a means of improving success rates. OSS are complex systems so any small deviation makes predictions of completion time, resources and cost difficult. As implementers, it’s our job to remove as much complexity as possible
 Harder Than I Thought: Adventures of a Twenty-First Century Leader Harder Than I Thought: Adventures of a Twenty-First Century Leader
by Robert D. Austin, Richard L. Nolan
More than anything else, one paragraph has stuck with me from this guide to project change leadership, “….once you start a company transformation, it’s like a stampede. If you try to lead from the front, you get trampled; if you try to lead from the back, you have no impact. Best to lead from the side by carefully nudging and turning the stampede to avoid everyone going over the cliff.”
Waging War on Complexity Costs: Reshape Your Cost Structure, Free Up Cash Flows and Boost Productivity by Attacking Process, Product and Organizational Complexity Waging War on Complexity Costs: Reshape Your Cost Structure, Free Up Cash Flows and Boost Productivity by Attacking Process, Product and Organizational Complexity
by Stephen A. Wilson, Andrei Perumal.
Amongst other things, this book introduces the concept of The Whale Curve, a model that breaks products into the profitable or the cannibalistic.
Cryptocurrency: How Bitcoin and Digital Money are Challenging the Global Economic Order Cryptocurrency: How Bitcoin and Digital Money are Challenging the Global Economic Order
by Paul Vigna, Michael J. Casey
You may (or may not) be interested in cryptocurrencies right now, but this book provides brilliant context for two concepts that are likely to have a big impact on future OSS – blockchains and smart contracts.

What have I missed? What should I be adding to my reading list? Alternatively, which books on the list do you think I’ve over-rated?