DCIM is not living up to expectations

2-3 years ago I used to write about DCIM, but stopped when I started to talk to more and more companies.  I would watch mostly silently and read the different press releases and new product announcements. 

The 451 group released on June 21, 2013 an analysis.

DCIM is becoming a necessity for a growing number of datacenter operators, but market penetration and sales cycles have taken longer than anticipated. Another issue is that full DCIM suite deployments are often phased in over time, resulting in staggered revenue for suppliers. Many investors did not foresee these factors, nor did they fully appreciate how adverse to change operators have historically been, among other inhibitors. We believe the overinvestment in the DCIM sector was brought about by a mix of herd behavior and inadequate due diligence (datacenter operators are characteristically guarded, and the market is not often well understood by outsiders). There has been a slowdown in VC, in general, and with too much investment chasing too few large DCIM deals, VCs have largely stepped back from the sector in 2013. If they haven't done so already, VCs and management should be reviewing their prospects. Many investors, but not all, will be disappointed in the next 12-18 months, if not already.

The winners were some of the ones most heavily funded with the prettiest powerpoint slides.

A less welcome fact is that the DCIM supplier sector is overcrowded, with more than 55 companies. More than 80% are privately held; many are venture-capital-backed (see our previous report Will the DCIM supplier bubble slowly deflate?). Although there are still new entrants into the market, enthusiasm in the venture community has cooled.

Friends taking care of Friends

I am on vacation this week.  Opending time at 6,000 ft with good 4G connections.

A last minute trip from some NC data center friends making a trip Seattle left me at a loss for my inability to host the visitors.  Within minutes of texting my NC friend I am not in town I reached out to two other friends and see if they could join our visitors to Seattle.  For the next 10 minutes dozens of texts fly to coordinate schedules and locations.  My NC friends land in SEA the next day and within an hour everyone is together drinking beers enjoying a seafood dinner.

One of the simple pleasures in life is to host friends when they visit.  What even feels better is friends who will take your place to host out of town of visitors.

Spending time thinking and enjoying a vacation

Last week at GigaOm Structure and this week is a family vacation.

Kids are in ski camp.

We are at Mt Hood one of the few places you can ski year round.

I have my bloody mary.  Reading and not writing so much.  But still have some e-mails need to get out.

7a getting the kids on the mountain, then hanging in the lodge.

Love my Canon 6D.  All these shots are without flash.

Who is crawling GreenM3 and some other metrics

I don't spend as much time as I used to on site analytics.  This morning though I was looking at what crawls www.greenm3.com and decided to post.

Over the last month there were 37,945 hits from robots

Of the robots here is the breakdown of who and how many.

Browsers

OSs

If I was making a significant amount of money on ad revenue related to impressions I would probably worry about traffic, but I don't.  I took a bit of a break from blogging so much, and have some new ideas to focus on.

My Technique/style for Moderating a Panel, example GigaOm Structure with CIOs of Revlon and NetApp

Moderating a panel can be done in many different ways.  Harvard Business Review has a post with a  dozen guidelines and gets your attention in the beginning.

The panel discussion was invented by someone who liked to sit three feet above his audience, talk with five of his closest friends for an hour, and barely acknowledge that there are 100 other people in the room, usually sitting in uncomfortable chairs.

But until the panel discussion disappears from the agendas of conferences and networking events, you may be asked to moderate one. Lucky for you, the bar is very, very low. If you can find a way to deliver a few fleeting moments of entertainment or interaction, you will be regarded as a rock star. If you can toss in some insight and controversy, they may erect a statue of you at the convention center.

I take a different approach in moderating a panel than many as I have a different objective.  The way others moderate a panel is not wrong, it is a different style.

First question to ask is why are you moderating the panel.  Did you bring the speakers together to present on a topic you care about?  Do you want to be in a position of questioning a thought leader in the industry?  Is this part of your job working/volunteering for a conference?

When I am moderating a panel most of the time I focus on how can the panelists present a story that the audience wants to hear and sees value in listening to?

First task is to research and get background on the speakers.  I then spent some time with the PR folks who interact with the executives to brainstorm what the executives are passionate about.

Next the executives typically wanted a 1/2 hr prep call to go over format, venue, schedule, and overall flow.  We then scheduled time to connect at the GigaOm Structure conference.  One of the challenges we had is Dave Giambruno had a great story on how Revlon IT has created its own private cloud environment and having him try to explain in a narration would be difficult.  So, breaking with typical panel format, Dave had 10 slides that told the Revlon story.

Dave Giambrunos is proud of his empty data center space that has LED lighting as a prominent feature.

After the Dave finished the slides, we wanted to transition to what is next.  The future of innovation in IT which is a nice hand off to give Cynthia Stoddard CIO of NetApp.  The conversation was moving well between Dave and Cynthia discussing the future of IT from a  CIO perspective. 

Then, I saw an opening to introduce the concept of the cultures that Dave and Cynthia support for taking risks, being agile, and supporting the business growth.

As a port mortem we were all chatting, Cynthia and Dave were pleased people were taking pictures of the slides and taking notes.  We ended on time so we escaped the wrath of Joe Weinman the overall MC of the event.

It was an experiment to try and present slides, and in 20 minutes Dave and Cynthia covered a lot of material.  The slides I inserted in this post are only 3 of the 10.

In the end I learned more about Revlon's IT efforts and got better appreciation of NetApp's IT as well.  The message for CIO's to support innovation using the cloud and converged infrastructure was a subtle message, not prominent in your face.  The focus was on the business.  Not the IT business, but the business of the company that IT needs to support to be successful.

Now at the end you could say why didn't I spend time saying who I am and what I do.  Because I don't think the audience really cares that much about the moderator so why waste their time telling them something they don't want to hear.  Even though you have the audiences attention it doesn't mean they want to hear about you.  For example, how many times do you know who the narrator is in a movie?  Their job is to support telling the story.  Can you imagine if you were listening to a movie and the first thing the narrator did was tell you about themselves and how they got to know the people who are in the movie. :-)

Also, they one thing I like about my technique/style is how the story is told can change.  You can experiment.  Try new ways to moderate a panel.