The Myth of "Free Open Source Portals"

August 25, 2011 By Bryan Cheung

Paul Hinz forwarded us an old whitepaper and presentation from IBM back in 2009 that sought to debunk the "myth of free open source portals." The main idea was that open source portals might save you money on licensing but the savings would be outweighed by extra costs in development, upgrades and maintenance. 

Just for fun I did a little research to see whether Liferay expertise is more expensive than, say, Websphere Portal knowledge. And it turns out that it is! ... by about 5%, according to Indeed.com


Of course, that extra $6,000 per head could add up. But that 5% is probably statistically insignificant given the fluctuations of these salaries over time: 


It's definitely good to see that on the whole, Liferay knowledge is increasingly valuable in the marketplace as more companies realize they can achieve greater business agility and better solutions using the Liferay platform. For our community, that's a confirmation that the investment you're making in open source will be rewarded financially.  

But hopefully the motivation for working with Liferay goes beyond the numbers. The very popular TED talk by Dan Pink about motivation listed three main factors leading to better performance and satisfaction: 

  1. Autonomy
  2. Mastery
  3. Purpose

While I'm sure you can find these working with any technology, I think Liferay and open source are uniquely suited to maximize them: 

  1. Autonomy: the freedom of open source gives you a lot of control over the technology you use. You can modify the code and make contributions that affect the direction of the software. Proprietary vendors don't give you the same degree of flexibility. 
  2. Mastery: technology that's open can be explored in greater depth than closed technology. Mastery of closed technologies is limited to the use of it; with open source, you can truly understand the software inside and out. This is not to say that you have to do this to effectively use open source software, only that the option is there. 
  3. Purpose: the mutually beneficial nature of open source is further motivation for people who work with it. They sense that there's a greater purpose to the investment being made in the software than just an employer's business goals or the profit of the vendor. And with Liferay in particular, we have the added dimension of our vision to use business and technology to make a positive impact on the world. 


Getting back to the main question, though: are "free open source portals" a myth? Definitely! Technology is never free even if the license cost is free. An investment in Liferay is an investment of resources, including time, development budget, and blood sweat and tears. We would be among the first to agree that open source != free: we've built a business around it. 

However, I would argue that open source software results in a more efficient application of resources overall than proprietary software:

  • License budget is freed up for customization or integration
  • Development and innovation are shared and re-used
  • Improvements are made more quickly in a community of users
  • Bugs and security issues are discovered more quickly when source is accessible
  • Developer resources over time are more abundant because access to the technology is freely available, thereby driving costs down to a healthy market equilibrium

Further, Liferay is particularly effective in delivering greater return on assets because we are so widely deployable:

  • Existing investments in content management systems, ERPs, databases, OSes, and application servers can be retained; Liferay runs on all major platforms and integrates well with third party applications
  • All the attendant expertise around these technologies are retained as well


What about the allegations that open source costs more to deploy, customize, upgrade and maintain? Here's where the presenters do a little voodoo. By speaking generally about all open source, they are able to call to mind the weaknesses of community supported, non-commercial open source (think Apache projects, for example) and associate them mentally with commercial open source, which is managed, focused, offers specific support SLAs, and has recommended best practices for maintainability. 

If you have a random developer without Liferay knowledge go in and hack up Liferay code and produce a customized solution, you will definitely have problems with upgrades and maintenance. Proprietary vendors prevent this a priori by disallowing access to the source code. But rather than taking that restrictive approach, Liferay supports customization architecturally with our Plug-Ins SDK and through best practices, which can be followed by any developer. 


So the risk with open source is not that it inherently takes longer or is more expensive to deploy, but that the power granted to the developer will be used incorrectly. It's a problem of due diligence: open source requires you to do a little more homework when choosing your developers or system integrators.

In any case, I'm probably preaching to the choir here, but perhaps this can be some ammunition for you when you are trying to convince your boss why they shouldn't believe IBM's FUD. :)

France Symposium 2011 Recap

July 8, 2011 By Bryan Cheung

June 15th was our first-ever Liferay France Symposium held in Paris. We had a healthy turnout of over 100 community members, customers, and partners, who came together to learn about what's new in Liferay 6.1, hear customer case studies, and get connected with each other. 
 

Juan Fernandez presents en français at the Liferay France Symposium 2011.

 

We wanted to make the event especially relevant for our local community, so two of our leading engineers, Ray Augé and Juan Fernandez, gave their presentations in French. We also had great case studies from Barclay's and the French Ministry of Defense, who are both using Liferay for partner portals with further plans to expand their usage for other applications. Apologies to those of you who didn't understand the presentations! Our EU Symposium in Frankfurt in October will have all content in English. :) 
 

 

Liferay-based partner portals from Barclay's France and the French Ministry of Defense.

 

We met a lot of great people, including a couple of members from our Community Advisory Board, Boubker Tagnaouti and Yousri Bendiabdallah. I also got to catch up with our partners and customers. We had many interesting conversations about how switching from Websphere or other proprietary portals was challenging (due to conservative corporate environments) but ultimately generated dramatic increases in productivity and reductions in operating costs. Many of our customers have advocated for Liferay against the odds and have been proven wise in their decision. 
 

One of the networking breaks at the event. 

 

People were also very excited to hear about our upcoming Marketplace, which will give them a place to showcase the plug-ins and extensions they're already built for the Liferay platform. After a full day of sessions, we closed the event with a casual mixer along the Seine in front of the Eiffel Tower. 

Special thanks to our partner sponsors of the event: Altendis, Alyotech, GFI, Ippon, Smile, and SQLi! And if you want more in-depth coverage of the content (in French), check out these blogs from one of the attendees: 

We are planning to have another event next year so stay tuned for more details!

Liferay.com: Now Running Liferay 6!

May 17, 2011 By Bryan Cheung

I am happy to announce that Liferay.com is now running on Liferay Portal 6 EE. The re-fresh is a minor one with respect to content but a major infrastructural upgrade that will pave the way for future enhancements to the site, including leveraging workflow for our web publishing and community interaction, and the introduction of social equity for our community participation. 

As for the changes you can see, here is a summary: 

Liferay Projects Pages
With all the open source projects we've incubated in the company over the last couple of years, we decided it was finally time to give them a home. Liferay's new Projects Pages puts faces to the names behind these efforts and will be the best place to look for new information and updates. Check it out!

Updated Community Pages
Also as part of our project page refresh, we've re-organized the forums to have a top-level category for each project. These will break down further by language as each project grows. Of course, Portal is still the heavyweight here. :) 

​New Events Pages
With the rapid growth of our community and partner network, Liferay is the topic of conversation in a growing number of places! We re-designed the events pages to make it easier than ever to meet in person with other Liferay enthusiasts. Now we have a single events list that shows all upcoming events regardless of type in a single view. We also made it easier to filter the list with several different parameters including geography. 

Mobile Device Friendly Layouts
The update with the biggest WOW factor has to be the new layouts that adjust to the detected width of your browser. Liferay wants its site to be accessible by people on the go, but we didn't want to have to invest too heavily in a single platform's proprietary aspects since there are so many great ones out there to support. So we took a standards-based approach, and using just HTML5 and CSS, re-designed the site so that each device's browsable area will be accommodated. Here are three different views for desktop, tablet, and smartphone: 

Desktop view. This has all the content on the home page.

 

Tablet view (iPad portrait mode). The difference is subtle but the banner image has been resized and
the entire right column of content (Gartner MQ, France Symposium Mini-Banner) has been removed.

 

    

Smartphone view (iPhone portrait mode). Navigation is now phone-friendly and
the most essential information is shown first; graphics are reduced for bandwidth. 

 

Of course you can try it yourself—just resize your browser window now and see what happens! 

Revamped Customer Portal
EE customers will notice a new layout for the Customer Portal home page. We got rid of the introductory fluff and provided links to the most often accessed content to make the whole site easier to navigate. 

Miscellaneous: Pingbacks
Pingbacks on blogs are now enabled, so when someone refers to your Liferay.com blog from the web, you should automatically get a comment on that entry (testing this out on Olaf's latest blog). 

Miscellaneous: Updated HTML Editors
The HTML Editors used in Liferay 6 should perform better and be easier to use than the previous versions. 

 

Oui, Nous Mangeons Notre Nourriture Pour Chiens
Yes, we eat our own dog food here at Liferay. :) But the reason we find it so tasty is because it meets so many of our business needs: 

  • Rich Web content management capabilities. We serve hundreds of pages on Liferay.com and support multiple editors working in the same system. LIferay's integrated portal + WCM foundation makes this easy. 
  • Multi-lingual support. We have community members around the world and do our best to support them in their language.
  • Collaboration and Community. Obviously Liferay's community is an important part of our business and we want to support interaction through Blogs, MBs, Wikis, Activity Tracking, Profiles, Relationships and meta-data (tagging, comments, ratings). 
  • Multi-site Management. Liferay.com users can access our public website, employee portal, customer portal, and personal user profile all in one place. Our site administrators are thankful that they don't have to deal with several different deployments.
  • Personalization. Each user should have his own view of portal assets across various sites, from the website to their support entitlements and license key management. 
  • Workflow and Customization. We also use Liferay for a lot of our marketing initiatives. We try to understand what kind of content people are looking for and help them get connected to the right collateral. We also follow up with people when there's new information available that might interest them.   
  • Integration with Salesforce and Other Enterprise Systems. Of course a portal isn't a portal without some EAI thrown in and we have plenty of needs in that area. 

Many of these areas saw vast improvements in Liferay 6 and we we will be taking advantage of them with this new launch. We hope you enjoy it too and definitely let us know if you come across any issues or have suggestions for further improvements! 

James Gosling's Thoughts on Java

April 13, 2011 By Bryan Cheung

I just got back from our first Liferay Roadshow in Amsterdam yesterday and gave a talk about how identity and interactions are changing due to paradigm shifts in technology and corporate culture. I'll post about that some other time, but I did talk to someone considering Liferay for a business application and they asked the inevitable "what's the future of Java?" question. 

I told him that I don't think Oracle will sabotage Java because almost 100% of their business relies on it. Then I recalled an email I had in my inbox about James Gosling's keynote at the Server Side conference recently. 

Mr. Gosling's way of expressing the sentiment: "No clue what Larry (Ellison) will do. But he won't shoot himself. I hope."

In the talk, he explained, "It's in their own self-interest to not be really aggressively stupid, but it's been clear that it's been something of a learning experience. It's been clear that they didn’t understand what they bought, what it meant to deal with communities and people and all the arguing and discussion and consensus building that’s involved in communities."

What I find most interesting about his comments is his acknowledgement of the nuances of an inclusive, eco-system-based business model, one that the machinery of the Oracle corporation isn't as suited to accommodate. Of course that to me is an indication of the divide between modern and post-modern approaches to business and the fundamental shifts going on (with Oracle one of the best representatives of the modern and Sun a failed attempt at the post-m) but there's no time to get into all that nonsense. :) 

Anyway, here's the rest of the article, which is a light and informative read. 

A Brief History of Social

March 10, 2011 By Bryan Cheung

"Rather than boring your customers to death, there is a clear opportunity to put the dull corporate website to rest. Then resurrect it as a platform for true community engagement that functions as a hub for interaction with all customers and stakeholders."

Sounds good in theory, but how does it work in practice? But first, let's consider how we got here in the first place.

It's not surprising to hear social paradigms for web interaction being validated by an established publication like Forbes because we've been living in that reality for almost a decade now. 

But it's easy to forget, when you're in the software industry and especially when your software is used in social applications, that not everyone has switched to this more human, more relational paradigm. 

The focus on social these days among enterprise software vendors can be seen as a bit redundant because the internet was designed to be interactive from the beginning. The very nature of the web, with embeddable links taking you a thousand places and bringing you back again, was fundamentally different from any offline counterparts; here was something you couldn't do before you could do it "online." Add to that the fact that the internet has near-zero "publishing" costs (just edit some HTML or submit a form and hit "refresh") and that it's location independent (participants can be anywhere in the world) and you have the foundations for today's social experiences. 

This was the closest thing we had to the internet before the internet. 

When the internet first hit the mainstream back in the mid- to late-90s, existing paradigms for communication, publishing, and media were carried on to the web as is: people took their static company brochure online (these were even called "Brochure Sites"), or they would put what was essentially a mail order catalog on the web with electronic checkout, and they would yell at their audiences on virtual billboards with the same one size fits all advertising they used offline. If enterprise software is just now getting social, perhaps it's because until now we've been using the internet as just another thin client in what are essentially rehashes of client/server software. 

eTide.com would have been funded with a $10M Series A back then.

But in the public, people quickly realized that the web was interesting because it allowed the audience to participate, and though at first we mimicked the first wave of activity (remember Geocities? we all made brochure sites of our lives), eventually we found our way into the interactive.  We called this (perhaps briefly) Web 2.0, which was a catch-all for the interactive, consumer as producer/participant philosophy of the "new" web. 

The vanguard of Web 2.0 were sites like Flickr and Wikipedia and YouTube. Social bookmarks (Delicious and Digg) were thrown in there, too. These sites provided a framework for Viewers Like You to contribute; in fact the Big 3 of the early social web experiences are notable for what they don't provide: any meaningful content of their own. YouTube and Flickr are structures in which people publish and interact with content, the consumption of which is just a portion of what they do, albeit still the most significant one.

Of course there are sites that added social elements to enhance or come alongside established paradigms. Amazon in particular successfully transformed the shopping experience in a way only made possibly by the Internet by adding active interaction and (perhaps dubiously) tracking passive user behavior.

I'd like what he's having, please.

I was recently shopping for headphones and started leaning toward the Grado GR80's because 15% of people who looked at the GR60's decided to shell out for the pricier model, whereas only 7% went the other. This is buying criteria you can't get at Best Buy. In fact, the closest thing Best Buy has to the Amazon experience is the salesperson telling you, "Ah, get this model—it's the one everyone gets, and I've got two at home," which smacks of sales pitch and leaves you with that sick feeling you get when you're being sold to. At the same time, your social instinct wants to go with the herd; the entire transaction leaves you feeling vulnerable either way.

By contrast, Amazon, with its behavior data, not only satisfies your need for peer approval but does it with precise metrics that leave no doubt in your mind about the choice you're about to make. You're no longer a hapless consumer without information; you're making a smart decision armed with both objective facts and social considerations. Amazon wins, not only on price, but increasingly on the shopping "experience." 

99% of lemmings who approached this cliff jumped in the water.

It seems now the slightly geeky "Web 2.0" label has ceded to the more universal (and incidentally not copyrightable) label of "social," which also captures the essence of what we're talking about. The old paradigms were one way: producer to consumer, media to audience, seller to buyer. But no one who approaches relationships this way will ever get very far; being "social" necessitates the give and take of conversation, and it requires really "listening" above all else. 

That's why I'm not sure what to think about those who use Twitter as another soapbox for company propaganda; Twitter was designed to be personal and real. We've tried to keep it that way here at Liferay, so much so that we realized the best way was for the company Twitter to re-Tweet individual Tweets from our team. Zappos' CEO has a fun Twitter feed that probably is a manifestation of his personal pre-occupation with the pursuit of happiness.

                  

Tweetray: Complete with Web 2.0-ish bubbly icon.

Facebook Groups are the same way; I was amused to see a hotel I recently stayed at offer an entry in a drawing for people who "liked" them on Facebook. This is the anithesis of social media; people should "Like" your company because they are inherently enchanted by doing business with you, enjoy relating to your people, or savour the experiences they have with you. The contrived approach to generating Facebook Likes seems self-defeating and inauthentic; is it better to have big parties because you offer free food and drinks, or to have intimate gatherings where you know who your real friends are? Likewise, being "popular" on Facebook can just dilute the quality of your audience. It's easier to have a real, fruitful relationship with that core group of people who would have "Liked" you regardless of your giveaway.*

As a case in point, Southwest Airlines has 1.3 million Facebook Likes to American's 130,000 and United's 244,000; is that due to a more clever social marketing campaign or because people are genuinely enthusiastic for the company? I don't know, but I suspect SWA has a good amount of genuine goodwill mixed in there, simply because they've allowed themselves to have a personality as a company throughout the years. 

 

"I believe that on the first night I went to Gatsby's house I was one of the few guests
who had actually been invited. People were not invited--they went there."

So, back to the Forbes blog. I think the challenge for those of us who have been making their websites "platforms for true community engagement" for some time now is not making that decision to kill the old corporate website, but rather what I would call the inherent limitations of internet-based social interactions.

In real life, we only have a limited amount of energy and time with which to interact with people. We signal these limits in many ways that can't be replicated online: we use physical distance, either by standing aloof from others at a party or by getting out of sight completely (staying home, for instance); we use non-verbal cues like facial expressions and the way we stand to express interest or dis-interest; we lessen the sting of moving on to a new conversation with a light tap on the shoulder or a squeeze of the arm and an apologetic smile. 

On the internet, we have both more and less control of social interactions. We can choose to ignore our Facebook notifications or pretend to go "Offline," but the transactional nature of web communication creates expectations that eventually, each social request deserves a response.

Unlike in the offline world, social interactions can be cued up indefinitely; you don't need to finesse your way into a conversation, and you can't gracefully avoid them. We have a greater chance of being "accosted" in the online social world. We can't mete out our attention to the most deserving among our peers; everyone has equal access to first.last@company.com or @username. We've developed elaborate ways to try to make up for these limitations by adding depth to the very shallow relational designations of the online world, but it's taxing to re-create what in real life occurs naturally and intrinsically. 

Likewise, for a company, the question is not whether to "go social"; it's how not to get burnt out by the flood of people wanting to be your "friends." Companies need to focus their collective resources strategically and make sure they rise above the "small talk" to the conversations of real substance. Online social interactions require less investment of time and energy; people can easily fire off an email or post to a forum. Companies need to quantify how invested these people are in your company, their level of interest in your products or services, and their readiness to engage in a significant relationship (one that's monetizable, as crude as that sounds). It doesn't have to result in dollars, especially in open source, but you want to spend your time on the people that are going to bring value to the company eco-system over time—through constructive feedback, identifying marketing needs, product testing, building awareness, and so on.

How to do that most effectively is one of the key challenges of "socializing" your organization. 

-----

*Liferay itself has considered offering training discounts to people who Like our Facebook. I think in principle it misses the point of social media, but we're all grappling with what to do with Facebook, aren't we? 

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