Mine! as VRM Infrastructure
This paper sets out to describe a version of infrastructure or foundation for VRM (Vendor Relationship Management) based on an alternative view on sharing information online between individuals and of online identity. It sets out to explain the strategy and tactics for design, development and adoption of tools - Mine! and Mine! feed (see glossary) - and creation of an infrastructure for other solutions - VRM (relationships with individuals and vendors, transactions), self-defined identity, authentication, data portability and hopefully many more. The aim is to equip individuals with tools to take charge of their data (content, relationships, transactions, knowledge), arrange (analyse, manipulate, combine, mash-up) them according to their needs and preferences and share them on their own terms whilst connected and networked on the web.
With regard to technical aspects, the goals of this paper are, again, to:
On the web I decide what I blog, bookmark, I read and who I add to my network. I have the autonomy to do things that 10 years ago only institutions could - publish, distribute, build audiences, contribute knowledge, define concepts, ideas and get visibility, create a 'personal brand', sell and buy. VRM can tap into the autonomy and drive of people to create, share, distribute, and more.
Vendors need to adjust their behaviour and the flow and exchange of data between vendors and customers needs more level and balanced. Where appropriate, that exchange should approximate a relationship between humans, rather than systems. The defining characteristic of such relationships is that both parties are comfortable with it, and mutually benefit from it.
For vendors VRM can find ways to outsource some of the relationship back to customers. Companies own whatever passes for a relationship with their customers and by law are responsible for the entirety of that relationship (CRM, customer databases, privacy policies). Think of the junk mail, the waiting on hold, repeating of the same information to tech support or customer service staff every time you call, of the endless adverts and marketing campaigns blasting you with 'messages'. These are not conversations and relationships, they are a crude foreplay to naked transactions.
Companies have no incentive to change anything other then step up the 'stalking' of your behaviour whenever they can. They already collect data on the web about you, and analyse, mine, capture, and sell them. If they use them for your 'benefit' (as defined by the companies), the data is part of market research or direct mail.
VRM is not them versus us; it creates a situation where vendors face a real choice between behaving cooperatively with the customer, or losing them and a situation where customers also face a real choice, not merely a choice between silos.
Customers and vendors are a locked see-saw with one hugely outweighing the former. Like with a real world see-saw, the fun is spoiled for both. Giving individuals tools to redress the balance, the pressure from customers should level the players. Independence from vendors, platforms or anyone who would like to benefit from your data without permission will be key.
So VRM should start with equipping the individual with tools based on existing technology and applying an understanding of how people use such tools online. Flexible and modular, the tools need to help them to reclaim their data, piece together fractured identities. And then allow them to drive it forward with all of the benefits that it can bring them and to those they interact and transact with.
And yet, it happens. So let's start from the other place – the customer.
The fundamental point about Mine! is that users own their data [1]. A shift in the balance of power happens because user data is something vendors want and harvest. By giving people means of keeping others away from it as well as share it on their own terms, they end up taking vendors toys away. Two things can then happen: People can gain better understanding of their preferences, and people can choose who gets to see them.
Large parts of the web have been developed with the assumption that the individual user has to have things done on their behalf. Hard core geeks and technically savvy people have always been closer to the read/write web than most of us. Until the advent of blogging, users was seen as helpless, as eyeballs to be herded, their attention pillaged - think of Web 1.0 banner ads and mercenary use of flash.
Blogging has been the visible phenomenon to have changed the media and 'content' landscape. Individuals have been gaining control over their writing, not always driven by the need for an audience. The early bloggers started blogging not to 'broadcast' or build a following but because it 'beat shouting at TV'. Now anyone can publish and manage their own writing and use the web as 'distribution' network.
It is worth noting that bloggers did not set out to change the media or teach journalists a lesson and yet, the media is looking to adjust to keep up and evolve in line with changes to content creation, distribution and social impact as driven by bloggers. Similarly, for VRM, the pressure on vendors should be coming from customers ready to reclaim their data and preferences and take charge of the relationships with vendors. With the right tools, users are already savvy enough to take that up.
Mine! and Mine! feed are designed to be of the web (not just on it), and need to be part of what people are already doing. People are already blogging, uploading and sharing photos, bookmarking, spending time on Facebook, MySpace, using various applications to do fun and useful stuff. Mine! will provide an alternative that puts them in charge of their data, and avoids platform lock-in. It will have flipped the web data model and turn the user into the authoritative source of his data, preferences and information.
This is a simple idea of putting a Chinese wall between those who provide functionality and those who store data. For example, in order to do anything with my photos, I need to upload them to Flickr, in order to enjoy Wesabe's benefits, I need to upload my bank statements to their platform. Web 2.0 services such as Flickr, Dopplr, Wesabe, del.icio.us, Twitter etc provide two things by default - a place to store your data and the ability to do something to or with them.
Figure 2
Mine! is predicated on separation of the two - data and functionality. I have the data and I want to apply functionality to it - the default is that I give up that data to the various platforms that provide me with web services. For users, the idea that you separate the storage of the data from applying functionality to it is a novel concept, as they have been used to giving up their data in exchange for whatever functionality a particular application or platform offers. For example, here is my 'fragmented record about wine stored across Flickr, Picasa, del.icio.us and WordPress. I want it all in one place, referenceable and shareable.
Mine! needs to be part of the disintermediated web, the plugins designed to bypass platforms in favour of the web as the platform. The plugins give power to the user - just like I can switch to a new feed reader with my OPML file, I will be able to switch to a new plugin. Where I now have to generate OPML in order to import my feeds subscriptions to a new reader, I can simply apply new plugin to my data inside Mine!.
Figure 3
There are two immediate benefits to Mine!:
Platforms will no longer be the only places I can manage my data on the web. Vendors will no longer need to provide services to me on their sites. The relationship will be about something else, not my data. Think Amazon, Virgin Atlantic, travel sites, wine merchants, fashion, cosmetics retail sites, utilities sites. With Mine! I can share data about me with them - through the feed that I generate at my convenience and privacy level - their understanding of my preferences richer than ever, providing they do not abuse the relationship. Scaling it across many customers, it offers unparalleled insights into market trends, adjustments to supply chains, and ultimately business models.
Mine! feed
Mine! feed is a feed generated with in the Feed Generation module - subsets of data originating from Mine! owner and received by subscribers (vendors, friends, web pages which need some nugget of information about me, JPGs for photo printers, manifests for insurance company quotation robots) so that they can get value from me, and provide value back to me. This is using the technology of today to engage with businesses as an equal partner by using feeds to share structured objects rather than mere superencoded HTML.
Mine! is designed so that feeds can flow from it and maintain my autonomy as far as possible. Hence the condition that I can regenerate, i.e. cut off the feed at will. Mine! feed is to Mine! what RSS/Atom is to a blog. The crucial difference is that I have a say in not only what gets published but also who gets to see it, at least with regard to the first order audience.
Adoption is user-driven.
Vendors will be approached at the same time as users adopt Mine! to understand and have an opportunity to adjust. The main pressure on the vendors, however, will come from users doin' their own web thang, not from wild-eyed VRM evangelists.
The technical underpinning of Mine! is simple and even if adoption were to spread like wildfire, it would be misleading to assume that at any point everybody will have Mines! Suggestions and attempts to hard-wire other bits of technology into Mine! on the assumption of ubiquity and wide adoption will be resisted both on the individual and the enterprise side. An application that assumes widespread adoption to make it function is either badly designed or premature. It will take time to get vendors to the point where they are able to manage the feeds and adjust their systems. In the meantime, any use cases that require a 'network effect' on the side of the vendors - the scenario can only work if "all of whom have Mines of information" or 'all are using this particular technology' are not on the table right now.
As the usage grows and evolves improvements will be informed by how users apply Mine!. In the plans as-sketched, the recipients of feeds should be able to muddle along with perfectly normal feed readers for basic HTML and hyperlink-to-JPG data, and next "custom" mine-feed-clients can be easily developed to deal with structured data embedded within feeds, moving on to a truly P2P Mine! structure in the future. An evolutionary progression.
The fear is what happens if (say) Insurance Company A provides a plugin to permit users to create data for only their consumption; that follows the closed source model. It is a potential income if firms look at Mine! and incorrectly see it as a means of data input for themselves. This is a subtle point, and is why it is so important to keep the VRM story straight. The key point is to look at the empowerment, look at the direction of information flow. The plugins and applications which go into Mine! must first and foremost add value for the user of themselves, generating data as a side effect. The data is in a generic format worth sharing, gets shared in feeds, and vendors can use that data. Fundamentally, the Mine exists for me to manage and share my data. It is not there as a publishing platform for the benefit of others. It is for the benefit of me. Alas, that message is easily misunderstood up.
A usage scenario
Let's say I have a wine feed I want to share with a friend. I add you to my relationships graph, decide on the type of data, select tags and objects to go into the feed, generate Mine! feed for wine, add it to the Subscription management. This gives me the following crypto-laden, totally random-looking base64-encoded key which is unique to you and my sharing of wine with you:
THIS.OPAQUE.NONCE.REPRESENTS.THE.TUPLE.WINE.FEED.AND.YOU_MY_FRIEND
...and I can now give you an ATOM feed URL:
http://foo.com/mine/feed/THIS.OPAQUE.NONCE.REPRESENTS.THE.TUPLE.WINE....
...which you can add to your feed reader and learn interesting stuff; any object which is held WITHIN MY FEED and which you might access via HTTP, will have its URL rewritten as being:
http://foo.com/mine/object/A.DIFFERENT.NONCE.REPRESENTING.OBJECT.42.A...
...which allows me to:
http://foo.com/mine/GiveFeedbackUsing/A.DIFFERENT.NONCE.REPRESENTING....
Then, if at some time I learn that you are abusing my trust, selling the data or illicitly sharing the feed URLs, then I drop you from the relationships graph and your nonces are invalidated. Poof, you're gone.
(Yes, the term nonce is being misused here, but cookie and handle are both too emotive for some people, especially since NFS-Handles are precedent for this.)
Third-Party-Asserted Data
There are a few issues that will be addressed in the coming months. One of them will be situations where my data is part of transactions that closely involve other parties and the data integrity has to be preserved. An example:
A credit bureau has assigned me a good-credit score. I can't very well be trusted to insert my own credit score into my own Mine! for use with mortgage loan vendors because I'll be tempted to raise it. So the credit bureau let's me subscribe to their feed about my credit score and other activity in my credit history, which allows me a way to pop their digitally signed object (preventing me from tampering with it, proving they wrote it) into my own Mine, for use with whatever vendors I wish.
This is also relevant with healthcare companies - health records shared with doctors and health services providers. One way can be to define the data as unmodifiable by the user. Another answer would be to have the vendor give me a digitally signed, timed-expiry certificate I can drop into my feed, but cannot tamper with. This relies on the credit bureau being part of VRM and we are not there yet, so the solution is dependent on vendor adoption. Such use cases might be interesting to ponder but as we are starting with getting things working for the user first, making Mine! and Mine! feed useful - without a necessary involvement of vendors from the start - is a priority. At this stage, we have no control over the vendor side - apart from the enlightened few we are already talking to. The next paper I will cover the vendor side and some scenarios involving vendors who are early adaptors and even innovators alongside Mine! development.
To avoid binding data to a particular plugin that operates on it, objects or documents are treated semi-opaquely, so that Mine! can manage any format of data. The goal again being to "keep us honest" and prevent us preferring one format over another. That way a user can keep the data in open and accessible formats for sharing and usage, and not be whipped by vendors into providing one data format over another.
I create a container object - a bucket of some sort - and using a nice Ajax-y interface. I drag a bunch of JPGs into the bucket. The bucket-object is then itself dropped into the feed for PrintMyPictures.com who print the results on paper and mail it to me. No more custom-uploader-dialogues for a specific photo printing company. If PrintMyPictures blows it, I just drop the feed on somebody else. No more photosite vendor lock-in.
There should be none of this thou must use [particular microformat du jour] to use a Mine! stuff. The only thing really which needs to be mandated is 1) HTTP and 2) Atom, neither of which are user-visible. Put more simply, from a technical perspective what is required from separating function and data is that the data is in one place and clearly delineated from the modules, which present it to the user and operate on it.
The plugins as named in the picture 3 might be Flickr-branded, Flickr-created software modules which you install in your Mine!. This would give you Flickr-like functionality for perhaps a) all Objects of type image in Mine!, or b) all objects which you mark as manipulate-able in Mine!, or c) some of both. By manipulation, I mean ordering objects into collections, annotating them, tagging them, doing math on them, having the plugin look at them and suggest that next time you want to buy floorboards it might be cheaper to get them from Home Depot at half the price.
There can likewise be HTML-authoring modules (creates blog-posts, scrapbook posts) and maybe VRML-or-something (pluginJPG) and scribble notes on the bottleobject. The plugins shows you a 3D wine cellar, you can grasp bottle objects, change labels ( provide object-authoring, -manipulation and -rendering. Gimmicky but possible.
With feeds as primarily used today on blogs there is a means to respond and comment. The top left hand corner of Mine! architecture diagram for the Response Handler module - the person (vendor) receiving that feed has chosen to respond to and, if it is a wine merchant, suggest that I might particularly enjoy the 2004 Chardonnay since it has a better flavour. Only entities with whom I have a pre-existing relationship, established by giving them a feed in the first place, are capable of commenting upon objects which I have posted to them. The URL by which they may submit a response object is tied to the relationship. Unlike in a blog where the paradigm is "anyone can read my feed, anyone can comment" - instead in Mine! it's more like "I elect to give feeds to third parties, whom can respond to that which they see in a manner which I can audit".
There has been much talk about RFPs (Request for Proposal) and such and it will make sense for people to reach out to wider circle of vendors when looking for an offer they can't refuse e.g. wine supplies for a large party, a car, a travel package etc. One way of doing this will be to create an open-ended feed, one without a specified recipient
Transactions
Mine! starts from a
position of offering the user a place for data and a way to share them
with vendors in a way that leads to a more
balanced relationship. For now transactions are assumed to be completed outside
Mine!. However, the Response Handler described above is a starting point for
transactions being potentially handled on the customer side. A feed going to a
vendor will contain a link, in a way similar to comment submission on a
blog, where a vendor can leave a response or an offer. The link can be
relationship specific, with an 'expiry date' and if abused by spam and
unwanted offers, the user can easily cut off the feed to that vendor.
There is no reason why the response from the vendor can also contain a link to where the
transaction can be completed, bypassing the process of going through
the 'front door' of the vendor's site. This needs to be made possible by the vendors and will be one of part of the proposals and suggestions we'll be making to vendors with regard to VRM.
Mine! is a modest proposal for an alternative to the existing options. One of the emergent consequences I see from usage of Mine! is the user-driven identity. From blogs to social network profiles, people are learning how to define their thoughts and ideas, record their lives in multimedia formats, share their experiences, swarm around causes and defy companies, institutions and authorities. From linky love to P2P, they are bypassing traditional media and distribution channels, learning the ways of direct connections.
People online build and destroy reputations, create and squander careers, establish themselves as experts or celebrities. That’s the bird’s eye view. The closer look reveals emergence of self-defined (and self-driven) identities. By writing I learn to articulate my thoughts better, by sharing I learn to differentiate from, as well as identify with, others. I become aware of myself and my preferences in ways that in the times before the web were available to a select few.
We now have ways of connecting with others who become validators and authenticators of our self-defined and persistent identities. The challenge is to understand and find how to evolve and use those for other than communication and information transactions.
____________________________________________________________
Notes:
Imagine having your customers share with you what they like, want and think of you. At the moment, you are dependent on market research, which is like looking through a keyhole at the rich ‘user-generated’ world. Imagine being able to relate to your customers, consistently and persistently, where they contribute directly to your supply chain where it makes sense - whether it is R&D, product design, distribution and marketing. Interaction with them is modular, intuitive and user-driven freeing much of your resources spent on marketing and transaction cost.
The above is part of the vision of the Project VRM. The name stands for Vendor Relationship Management and it originates from ‘flipping’ CRM - customer relationship management. Project VRM is a community-driven effort to support the creation and building of VRM tools. The project is headquartered at the Berkman Center for Internet and Society at Harvard University and headed by Doc Searls, a fellow with the center. The project is building a framework that sets standards and protocols for a category of tools that enable individuals and organizations to relate and transact on more equivalent terms. By minimizing the leverage and control one party has over another in a (typically commercial) relationship, individuals and organizations can instead focus on creating and sharing value. The VRM opportunity is not rooted in us vs. them emotionally-driven arguments but in creating a more efficient and balance relationship between business and their customers, markets and companies, demand and supply.
What’s in it for the individual?
The ability to manage and analyze your data will give you better
knowledge about yourself, the kind of knowledge that is the holy grail
of most companies’ customer data management. The awareness of your
preferences, understanding of your needs will help you to articulate
them easier and strengthen your position with vendors.
What’s in it for businesses?
We live in an increasingly decentralized world with more customer
choice, yet vendors continue to fiercely collect and control customer
data and exploit the opportunities therein. The ultimate goal of VRM is
better relationships between customers and vendors, by considering and
constructing tools that put the customer in control of their data and
ultimately their relationships with other individuals, companies and
institutions.
Benefits of ‘letting go’ of customer data: