Ethnography in Industry: Notes from EPIC2007

EPIC (Ethnographic Praxis in Industry) is, as its name suggests, a conference about the implications and uses of ethnography in industry. I was a little surprised (and pleased) that about 80% of the presenters and participants were from industry, and only about 20% were academics. Intel, Microsoft, and IBM are very well represented here, as are less-than-household names, such as consultants, who are nonetheless doing some fascinating work.

The upshot of this is that the problems were quite grounded in contemporary business practices and problems. A sampling of some of the issues around which ethnography was used to improve understanding include the following:

  • Sales pipeline management (IBM)
  • Mailing out 38,000 individual retirement packages in 7 days (XEROX)
  • Researching and modeling medical care ecosystems (Intel)
  • Implementing computer automation in wastewater plant management (University of Southern Denmark)
  • Teaching ethnographic practices to system engineers to improve their understandings of user needs (Fujitsu, PARC)
  • Improving a real estate firm's direct marketing strategy (Ricoh)

There was an interesting tension that many of the researchers seemed to be facing. On the one hand, their work was being used to help develop models for complex business practices. On the other hand, as ethnographers, they wanted to focus on concrete situations and contexts and the real, flesh-and-blood people within them. From my perspective, one way that this tension got addressed was to work proactively to improve communication between managers (who want the models) and employees, on whom the models are ideally grounded and in any case who will have to live with them once they are developed. Stated more abstractly, the ethnographers seemed to want to make a distinction between managing complex processes (which is seen as good) and implementing rationalist control schemes (which are seen as inhuman and bad).

Another major issue is one of legitimation. How can ethnographers convince managers and marketing leaders to take them seriously? How do they justify their work both intellectually (methods, data, etc.) and also from a business perspective (actually leads to better business processes or products)? Complicating this argument is the perceived conflict between the reductionist, abstract models that managers and marketing professionals want and the rich, individual "thick" and nuanced descriptions that ethnographers value and provide. Another way of saying this is that there is a lot of thinking about how ethnographic research can, should, does, or fails to connect to business cycles, that is, there is a lot of thinking about ways that ethnography can have real business impact.

It may appear from this post that there is an ethnographer versus managers and marketing professionals, good guys versus bad guys rhetoric at the conference; that is not the mood here and is instead a misleading artifact of the way I have tried to boil down the complex dynamics that I am seeing. The managers and marketing professionals are hiring and/or collaborating with the ethnographers, whether they are in-house researchers or consultants. So the managers and marketers, too, seem to want to distinguish between (a) managing complex processes and (b) implementing inhuman rationalist control schemes. In that regard, they and the ethnographers share a common value: the two groups just engage with it at different levels.

--Jeffrey Bardzell, Ph.D., Indiana University

ANA 2007 B-to-B Conference: Harnessing the Power of New Media Platforms

Ana_b2b_2007 Last Thursday I had the honor of sitting on a panel titled ""HARNESSING THE POWER OF NEW MEDIA PLATFORMS" at the 2007 Association of National Advertiser's (ANA) B-to-B Conference in Chicago, IL.

Joining me on the panel were: Barbara Basney (Director, Global Advertising Xerox Corporation) and Ellis Booker (Editor B-to-B Magazine).  Frank Dudley (Vice President of Marketing Guideline Research) moderated.   Our talk centered around the results of a joint ANA/Guidlines/B-to-B Magazine study that explored the use of search, social networks, user-generated content, podcasts, blogging, etc. within B-to-B and B-to-C marketing efforts.

You may download the results of the study here:

Guidelinebtob
DOWNLOAD PDF  | DOWNLOAD POWERPOINT

Overall findings include:

• For B-to-B marketers, a company’s website is the oldest and most often used new media platform that B-to-B companies are using.  Email marketing, online ads, search engine optimization, paid search engine marketing and webinars are also widely used.  Podcasts, blogs and video on demand look to grow over the next year, while little interest is shown in mobile and second life/social networking media platforms.
• B-to-C companies are also using their own website, as well as email marketing, and online ads. SEO-organic and SEM-paid have been in use for the past 3 years.  Blogs and video, both on-demand and viral, look to grow over the next year.  There are no plans to use webinars, Wiki or Second Life within the next year.
• Comparing B-to-B to B-to-C: significantly more B-to-B marketers have been using email,,SEO-organic and webinars for more than 3 years, and have begun to use blogs.  They are also significantly less likely to use mobile, social networks or viral video in the next year than B-to-C marketers. B-to-C marketers have begun to use these platforms in the past year and the trend will continue.
• Of the B-to-B marketers that use these new media platforms, Brand Building is most frequently accomplished through blogs, second life, social networks, viral videos, wiki and their own websites.  Demand Generation is accomplished through email, online, SEO, SEM, and video on demand– while companies use blogs, podcasts and webinars to generate Customer Loyalty.
• Of the B-to-C marketers that use these media, blogs, podcasts, second life, viral video and wiki are use to accomplish Brand Building.   SEO and SEM are used for Demand Generation. And Customer Loyalty is mostly accomplished through emails, RSS feeds, and blogs.  Cross Selling is an objective for emails and webinars.
• Comparing B-to-B to B-to-C, B-to-B marketers use email and webinars for demand generation significantly more than B-to-C.  Of the all marketers who use mobile and podcasts, significantly more B-to-C marketers use them for brand building.
• Effectiveness varies greatly when looking at B-to-B vs. B-to-C companies.  While both have seen success from their own website, B-to-C companies have seen significantly more success from paid key word searches, online ads, and social networks, B-to-B companies have seen success in webinars.
• B-to-C companies typically look at downloads and registrations to their website and specific events.  While B-to-B companies are more likely to measure effectiveness of new media platforms through purchase behavior, site visits and time spent.
• B-to-B Companies spend significantly less on media than B-to-C companies.  As a percent of revenue, they spend an average of .58%, while B-to-C companies spend an average of 1.18%.
• Currently, B-to-B companies are significantly more likely to allocate a higher percentage of their media budget (more than 20%) to new media platforms as compared to B-to-C companies.
• All marketers expect to spend more on new media platforms in 2007 compared to 2006, with significantly more B-to-C marketers trending towards an increase.
• Of the marketers that expect to spend more on 2007,  B-to-B marketers will spend it on their own websites, email and online ads.
• Typically the responsibility for managing new media platforms is added to an internal group.  New internal groups are formed about 15% of the time.
• Internal Marketing Departments and Interactive/Digital Media Agencies drive the use of new media platforms for B-to-B companies.  B-to-C companies new media strategies are also driven by Internal Media Departments, but also by Interactive/Digital Creative Agencies.
• All marketers are concerned about their lack of experience with new media platforms, followed by their inability to prove effectiveness/ROI.

Jeremi Karnell-President, One to One Interactive

Pentaho BI Open Source Solution Continues to Grow

Pentaho Since 2002, a group of executives from companies including Hyperion, SAS and Cognos have been developing a series of interoperable open source packages that provide a full range of Business Intelligence (BI) offerings.  As of November, SourceForge.net reports over 500,000 downloads of Pentaho's software from their servers alone, and Pentaho estimates over 2.5 million total downloads in the past 2 years which may not seem like a large number in the grand scheme of things, but is akin to a landslide when compared to the number of operational licenses sold and managed by the proprietary BI players. 

In 2006, Pentaho was named to Red Herring's list of 100 privately held North American companies that are innovating the technology landscape.  They also made the Red Herring 'Open Source 20' list in August and were highlighted as the most popular open source BI suite by Intelligent Enterprise magazine. 

Also launched this year was Pentaho's Partner Program, with nearly 30 implementation and hosting companies already signed up.  They also formally joined IBM's partner program in October and partnered to demonstrate a join IBM/Pentaho solution at the "Information On Demand" conference. 

Press has been very favorable, including clips such as:

"Pentaho is well-positioned for the high-growth performance management market, which is poised to reach $23 billion this year. Some important wins include Abbott Labs, Divx, and Orbitz. To compete in a market of very big players, Pentaho will have to continue to snag large customers, but Chairman Andre Boisvert, an enterprise software veteran, can open a lot of doors for this fledgling." Source - Red Herring August, 2006

"After a lengthy development, and some initial market skepticism, Pentaho BI certainly seems to be gaining steam and followers. It's already listed as one of the top one hundred projects hosted on the Sourceforge.net nexus, a website that lists around 120,000 open source projects. The ranking is based on the number of downloads and activity." Source - Computer Business Review Online April, 2006

Pentaho has also made numerous enhancements and additions to their suite this year including integration with Google Maps for enhanced geographic analytics, rollout of Mondrian 2.2 including a wizard-driven business cube creation engine, and acquisition/integration of the Weka open source project which adds a rich new layer of data mining offerings developed by the University of Waikato in New Zealand.

To learn more about Pentaho's free* suite of products, check out their website.    

*Software is free, licensing for professional use will run $20k-50k which is 10% of the fees for the bigger proprietary players

Nearly 90 % of Internet Users Share Content via Email

Today, The Center for Media Research highlighted a study by Sharpe Partners that revealed that 89 % of adult Internet users in America share content with others via email. Conducted by Greenfield Omnibus, Sharpe Partners polled 1,071 adults from September 23-26, 2005.  Notable among their findings:

  • 63% of their respondents share content at least once a week.

Frequency US Internet Users Share Content

(% of respondents)

Daily or most days

25%

Several times a week

23

Once a week

15

Several times a month

11

Several times a year

15

Never

11

Source: Sharpe Partners, Inc, January 2006

  • Humorous content is the most viral material with 88% of the respondents forwarding jokes and/or cartoons.

Content Shared by US Internet Users (%of respondents)

Content

% Sharing

Humorous/jokes/cartoons

88%

News item/article

56

Health care/medical

32

Religious/spiritual

30

Games

25

Sports/hobbies

24

Business/personal finance

24

Sexually provocative content

12

Source: Sharpe Partners, Inc, January 2006

  • Adding overt brand messages only slightly reduces the likelihood that the content will be shared.

Impact of Brand Sponsorship on Sharing

(% of respondents)

Positive

19%

None

74

Negative

7

Source: Sharpe Partners, Inc, January 2006

One of the more interesting items the study uncovered were profile characteristics of individuals most likely to forward e-mail content. 

  • Most likely sharer is a woman in her late 30's/early 40's who resides in the South or Midwest.
  • 64% percent of the female respondents share content at least once a week versus 58% of the males
  • Residents of the South (68%) and Midwest (66%) are likely to be more frequent forwarders than their counterparts in the West (58%) and East (55%).
  • 63%  of African-Americans and Caucasians share content at least once a week
  • 56% of Hispanic/Latin-American and 46% of Asian-Americans share at least once a week
  • 64% of those without a college degree share weekly versus 61% with a college degree.

One to One Interactive

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