November 2008

We want video!

YouTube is everywhere - you see videos as a common part of websites, and almost everyone has an internet connection with high enough bandwidth to play video. This means that a lot of nonprofits are interested in having video on their sites.

So what does it take, and what considerations should you think about as you embark on adding video to your site?

First, it is always a mistake to upload a video to your website without thinking about the ramifications, both in terms of bandwidth, as well as performance. If you have a standard hosting account, or even a VPS (Virtual Private Server) do some back-of-the-envelope calculations to make sure you won't end up with sticker shock at the end of the month.

Video is very bandwidth intensive. It is not at all difficult to overshoot your bandwidth limitations on your hosting account with one short video on your home page. A client of mine put a short video on their home page after election day, and we had to take it down a week later, or else they would have started to have to pay for extra bandwidth. Take your average traffic for the page you'll add the video on, and multiply by the size of the video. For instance, if you have a 3MB video, and you get 1,000 visits per day on that page, that's potentially using 3,000 MB (3 GB) of bandwidth (of course, most people won't play through the entire video, etc. but that's the place to start.) And 3 GB of bandwidth for a month will exceed the bandwidth limits of many virtual hosting plans. In terms of performance, lots of people streaming a video from your website can bring a webserver to its knees. If that video is more popular than you expected, you may end up paying for it, both literally and figuratively.

What about putting it somewhere else? YouTube is the easy answer. Google pays the hosting costs, you get easily embeddable video that can be viral, and you can drive traffic from YouTube to your site. But what if it's not a public video (perhaps you want to provide video for your members only, for instance) or you want to stream live, or use a different format than flash? There are a number of services you can pay for. StreamGuys and Limelight Networks are two examples of companies that can provide that sort of service for you.

Putting video on your website takes both strategic thinking (why are we doing this? What are the goals?) as well as tactical, technical thinking (what's the best way to get this video to the eyeballs that we want to see it?)

10 things I like about Balsamiq

I am not by nature a tech tools junkie. I tend to stick with what works for longer than my peers and database designs colleagues. That said, I am always on the lookout for something new that really works. Balsamiq Mockups fits that category.

I just stumbled on it from a passing mention by Eric Leland, fellow idealware.org blogger. Balsamiq Mockups is good for just one thing: creating mockups of database and web applications. Maybe like me, you spend a lot of time on this often tedious task. If so, then Balsamiq can replace simple or complex html tools, Gliffy (another passion), Visio, Word/Excel/Powerpoint, Google docs, Access forms, pen and notebook (love that too).

Here’s ten things I really like about Balsamiq:

  1. Really easy to learn. I got going preparing mockups for an important web project with about 15 minutes learning time.
  2. Has what you need. It has about 60 cool gadgets to drop on your page canvass: everything from full desktop or web browser frames, to date pickers and multi-media playback controls, to chart representations. Anything you might want to include in a project, you will find.
  3. Fun: the gadgets and controls all look hand drawn, so your mockup really looks like a mockup and you have the same creative ease as if you were using a pencil or easel pad. Instead of feeling, oh, I got stuck after the design meeting with translating ideas into mockups, you'll think, oh, I got the fun task.
  4. Fast: Once you get started, it should take 10-20 minutes per page. Try doing that in Excel or Dreamweaver.
  5. Supports healthy planning: I can already see that drawings will invite comment and discussion and better getting to agreement than more formal looking things.
  6. Collaborative: Even the off-line desktop version has a team orientation, by allowing you to send and receive diagrams from team members as XML files.
  7. Easy to install: it is an Adobe Air application and installs on top of that in just a minute or two. Developer Giacomo Guilizzoni was a senior Adobe engineer (working on Adobe Connect, which we also value).
  8. Nonprofit friendly: The web site offers free licenses to nonprofit and Open Source developers. Write to Mariah, Giacomo’s wife, partner, and director of Philanthropy, and she’ll set you up. (I purchased a first license of Balsamiq, but earnestly asked for a second if I wrote up our experience for this nonprofit audience. I probably would have done it anyway.)
  9. Cross platform: Runs on Windows, Mac OS and Linux desktops and as an add-in to some higher-end collaborative tools. Paid desktop copies are $79.
  10. Self-explanatory: you can also stick easily-distinguishable post-its, call-outs and other simple annotations on top of the mock-up so it becomes self-explanatory.
Is there room for improvement? Of course. Would love to see (in standalone version) easier way to group and order mockups in a project, some of the tools could use a bit more options, more annotation support. I'm sure these will come. Meanwhile...

Balsamiq has been love at first sight. Thanks for introducing us, Eric.

A Pyramid of Online Communication Methods

I've been thinking a lot recently about how nonprofits should divide their time spent in online communications. We all in the nonprofit tech space tend to focus on how nonprofits can get rewards by effectively investing more time and energy into specific types of communications - email, social media, or websites, for instance. . But for most nonprofits, especially smaller ones, doing more of one method means doing less of another, meaning that the decision as to what you do, and not just how you do it, is a critical one

I would propose the following "Online Communications Pyramid" (this is from a slide that's in both our Online Communications on a Shoestring and our Considering Social Media seminars). The idea here is that you should have relative comfort at each step before moving to the next.



Until your computers are networked and backed up, for instance, you should concentrate on that before looking at other things. Until you have at least a basic website presence, there's no point in devoting a lot of energy to email or social media techniques.

Perhaps more controversially, I would also say that about email vs. social media. I think that until you're making solid use of email, it makes more sense to focus on developing a strong strategy there than to look at things like social networks or viral techniques. Email has proven itself as a high bang-for-the-buck method - most social media methods are still considerably more of a gamble.

What do you think of the pyramid?

Can Software Help You Trust Your Volunteers?

In the wake of the world's natural and politically motivated disasters over the past several years, a lot of attention has been put on nonprofits and accounting for their actions. 9/11 brought us the Patriot Act, forcing many funders to make decisions about who may be a terrorist based on often wrong, confusing and generally inaccessible lists of names from multiple Federal agencies. Hurricane Katrina brought flashy stories of scam groups masquerading as well-meaning charities, taking donations for personal gain.

The Philanthropy Journal published a brief article recently about the online tool MyBackgroundCheck.com to help nonprofits screen their volunteers. With healthy skepticism, I started prowling around the site. In a past project, I spend time helping foundations use a background check software called Bridger Insight from Choicepoint. It promises to make sense of all the competing lists of bad people by compiling the information in one secure central system for clients. Similar to MyBackgroundCheck.com, basic information about people is entered into the system and matched to various records. In the case of Bridger, the sysetm churns out matches to evildooers based on complicated pattern matching algorithms to obsure lists of people and organizaitons, while the MyBackgroundCheck.com system looks for more standard public records of evildoing.

Although it was humorous to demonstrate the false positives of the software that would link, say, a local nonprofit fire station to the terrorist of the German Red Army Faction, what was more alarming are the implications of the system. There was some vague notion that foundations should do their diligence to screen people they were granting money to, but no real direction on how best to determine if someone is a terrorist or not. Some foundations took a safe, conservative approach. If someone was matched with a bad group in the software, then done - no money for you. After all, who knows exactly how to figure out if that person is or is not the real terrorist? If I set the system to find more matches, I can also be safe to get the bad guys, even if some good ones slip in there.

Then the news broke, ChoicePoint's systems were breached, and over 100,000 records were compromised. The evildooers in this case became ChoicePoint customers, and proceeded to compromise the system. So much for the secure central system, really glad their screening worked! Now there was the possibility that all those real positive and false positive matches were out there, not to mention a variety of personally identifiable information. I did not feel too great about training folks to use this software anymore.

I took a scant five minutes to start the process of checking my background through the MyBackgroundCheck system as employed by the Red Cross, so I could read the fine print about what I would agree to do. Its interesting - again all the things I agree to do is printed in legalese, small type, and is difficult to understand. I get the chance to agree before reading the disclosures - something we should not encourage as nonprofits. I grant permission for a variety of checks on my public records, which they specifically list, including "etc", to accommodate anything else they feel like checking. Maybe they would check by credit record? I wonder if my late rent payments might factor into my suitability to be a volunteer? I might not go through the whole process if it were more transparent up front what they were looking for. What exactly am I agreeing to provide?

The big problem with this software is the thorny issue of how you use it. Building trust is a two-way street. These tools are never magic bullets, and come with tremendous responsibilities to be good stewards of the information learned. While it is valuable, in many cases essential to screen the background of who we work with, we need to work extra hard to make the information about these systems and how they are used accessible to everyone involved.

The Lean, Green, Virtualized Machine

I normally try to avoid being preachy, but this is too good a bandwagon to stay off of.  If you make decisions about technology, at your organization, as a board member, or in your home, then you should decide to green your IT.  This is socially beneficial action that you can take with all sorts of side benefits, such as cost savings and further efficiencies.  And it's not so much of a new project to take on as it is a set of guidelines and practices to apply to your current plan.  Even if my day job wasn't at an organization dedicated to defending our planet, I'd still be writing this post, I'm certain.

I've heard a few reports that server rooms can output 50% or more of a company's entire energy; PC Magazine puts them at 30-40% on average.  If you work for an organization of 50 people or more, then you should look at this metric: how many servers did you have in 2000; how many do you have now?  If the volume hasn't doubled, at least, then you're the exception to a very bloated rule.  We used to pile multiple applications and services onto each server, but the model for the last decade or so has been one server per database, application, or function.  This has resulted in a boom of power usage and inefficiency. Another metric that's been quoted to me by IDC, the IT research group, is that, on average, we use 10% of any given server's processing power.  So the server sits there humming 24/7, outputting carbons and ticking up our power bills.

So what is Green IT?  A bunch of things, some very geeky, some common sense.  As you plan for your technology upgrades, here are some things that you can consider:

1. Energy-Saving SystemsDell, HP and the major vendors all sell systems with energy-saving architecture.  Sometimes they cost a little more, but that cost should be offset by savings on the power bills.  Look for free software and other programs that will help users manage and automate the power output of their stations. 

2. Hosted Applications. When it makes sense, let someone else host your software.  The scale of their operation will insure that the resources supporting your application are far more refined than a dedicated server in your building.

3. Green Hosting.  Don't settle for any host - if you have a hosting service for your web site, ask them if they employ solar power or other alternative technologies to keep their servers powered.  Check out some of the green hosting services referenced here at Idealware.

4. Server Virtualization.  And if, like me, you have a room packed with servers, virtualize.  Virtualization is a geeky concept, but it's one that you should understand.  Computer operating system software, such as Windows and Linux, is designed to speak to a computer's hardware and translate the high-level activities we perform to machine code that the computer's processor can understand.  When you install Windows or Linux, the installation process identifies the particular hardware on your system--the type of processor, brand of graphics card, number of USB ports--and configures the operating system to work with your particular devices. 

Virtualization is technology that sits in the middle, providing a generic hardware interface for the operating system to speak with.  Why?  Because, once the operating system is speaking to something generic, it no longer cares what hardware it's actually installed on.  So you can install your Windows 2003 server on one system.  Then, if a component fails, you can copy that server to another system, even if it's radically different - say, a Mac - and it will still boot up and run.  More to the point, you can boot up multiple virtual servers on one actual computer (assuming it has sufficient RAM and processing power).

A virtual server is, basically, a file.  Pure and simple: one large file that the computer opens up and runs.  While running, you can install programs, create documents, change your wallpaper and tweak your settings.  When you shut down the server, it will retain all of your changes in the file.  You can back that file up.  You can copy it to another server and run it while you upgrade components on it's home server, so that your users don't lose access during the upgrade. And you can perform the upgrade at 1:00 in the afternoon, instead of 1:00 in the morning.

So, this isn't just cool.  This is revolutionary.  Need a new server to test an application?  Well, don't buy a new machine.  Throw a virtualized server on an existing machine.

Don't want to mess with installing Windows server again?  Keep a virtualized, bare bones server file (VM) around and use it as a template.

Don't want to install it in the first place?  Google "Windows Server VM".  There are pre-configured virtual machines for every operating system made available for download.

Want to dramatically reduce the number of computers in your server room, thereby maximizing the power usage of the remaining systems?  Develop a virtualization strategy as part of our technology plan.

This is just the surface of the benefits of virtualization.  There are some concerns and gotchas, too, that need to be considered, and I'll be blogging more about it.

But the short story is that we have great tools and opportunities to make our systems more supportive of our environment, curbing the global warming crisis one server room at a time.  Unlike a lot of these propositions, this one comes with cost reductions and efficiencies built-in.  It's an opportunity to, once in place, lighten your workload, strengthen your backup strategy, reduce your expenses on hardware and energy, and, well -- save the world.

Don't take GMail or other blessings for granted

At this Thanksgiving time of year, we are supposed to reflect on things we take for granted. Don’t worry, I’m not going to start in on Thanksgiving. I just want to acknowledge that I tend to take some of my desktop tools for granted. Case in point this morning: don’t take your browser or you web mail for granted.

I admit that I have a lot going on in both Firefox and Gmail. This morning, trying out a combination of new Google labs settings for Gmail plus the Getting Things Done Firefox add-in, I suddenly and abruptly got logged out of Gmail. I got a polite, but unbelievably firm “locked out” message. For up to 24 hours!



Searching on user groups, I saw that some people once locked out wound up locked out for days at a time. And one person found that once unlocked, all old email was gone. I prepared for the worst—I submitted an email pleading my greediness and asking to be let back in. I looked at my alternatives. And decided to blog about it. I want to say that 3 hours later, I’m back in. In the meantime, I thought about some lessons. Much of this falls under the category of don’t take things for granted.
  • Not taking things for granted begins with testing add-ins meticulously. I had modified my settings a few days ago, but not restarted Firefox. This morning, I added something else, restarted. Quite possibly the installation of both together into Gmail clashed and triggered the lock-out out. Add things one at a time, restart each time, and make sure the new thing tests in a clear environment.
  • I often have a lot of Firefox tabs open. And sometimes, not seeing my Gmail or Google Calendar tab, I end up opening another. In the help pages, it says clearly that being logged in multiple places and switching active sessions can trigger a lock-out. I will not take Firefox’s stability for granted and be more careful about my tabs.
  • Don’t add more add-ins to Firefox than you need. I love my add-ins and I am going to write something at some point about my favorite add-ins, but, hmm, not today.
  • Have a back-up plan. This is probably the most important lesson. After using Eudora for years, trying out Outlook (I’m sure you have heard of it), I settled in on Thunderbird, which has been fine. In the last while, however, I have been testing Gmail to consider moving our email hosting there. Fortunately, all my webmail could still download to Thunderbird. I was able to confirm that even though I couldn’t open Gmail, Google still was faithfully, if more slowly, receiving and forwarding email to Thunderbird. Nothing wrong with that. If you rely on web mail, it makes sense to still have a POP or IMAP local account somewhere that backs everything up and that you can use in an emergency.
  • Clear you cache once in a while. I do that in IE and Opera, but not in Firefox. Letting browser cache get all messed up is also mentioned as something that can contribute to triggering a lock-out.
  • Be careful with beta software. Yes, look closely, almost everything beyond search you use from Google is still marked as beta. Gmail Beta, Documents Beta, Calendar Beta. Can’t a big company like Google get its big stuff out of Beta? And if not, be careful trusting critical organizational stuff there. At least have the alternatives and back-ups in place, as mentioned earlier.
  • Be careful with software you can’t get support for. As I mentioned, I’m using Gmail a lot as an experiment. If you have a basic Gmail account, you have limited recourse if something goes wrong. Take that into account in your planning. Only with the paid business or free nonprofit apps edition can you get phone support for “critical issues.”
So I’m back where I was, lessons often mentioned as general advice to others, now reinforced in my own case.

Happy Birthday to Idealware!

It's the third anniversary of the founding of Idealware - man, time flies, huh? Three years ago, Idealware wasn't much more than a dream and a really darn expensive hobby for me. It's pretty thrilling to see how we've grown - these days, we're a vibrant and sustainable community of folks committed to effective nonprofit software.

And 2008 has been a big year for us. We've published 26 articles and three reports - our Consumers Guide to Grants Management Software for grantmakers, Get Your Systems Talking: A Framework to Evaluate APIs and Data Exchange Features, and Comparing Lower-Cost Online Integrated Applications. Well more than a hundred people have contributed their time and expertise to make them happen, and more than 180,000 different people viewed the information on our site. Our workshops continue to be very popular - we've trained more than 500 people through our online seminars, and hundreds more in person.

And we've done all this on an annual budget of less than $100,000.

We have tons of great things in the works for 2009. We've already begun work on three reports planned for the first half of 2009 - Comparing Open Source Content Management Systems: WordPress, Joomla, Drupal, and Plone; A Consumers Guide to Low Cost Donor Management Systems; and A Guide to Data Visualization Software on A Shoestring. We have four brand new workshops planned. And of course, we'll continue to keep the smaller articles rolling as well.

Thanks to all of you - our board members, our bloggers, our donors, our article contributors, and all of you who read Idealware resources and pass them on. I'm humbled by your support. Here's to many more years to come.

Quality Time with Your Technology

When you find yourself frustrated that your technology tools just don't work, remember that its not only you that needs comforting and support. The folks with the Pew Internet and American Life Project released a study looking at why technology fails, and produced some interesting findings, including:
  1. Nearly half surveyed rely on someone to help them work their cellphones or internet.
  2. Over a third reported their laptops or computers did not work sometime in the past 12 months.
  3. Over a third contacted user support to try to fix their technology problems.
  4. Nearly half were discouraged over the amount of effort required to fix the problem.
I know I expect my technology to "just work". And sometimes its so beautifully perfect that it really does just work. But for the most part, tools are imperfect... We can blame the makers, and it might even be their fault, but we are still stuck with them. Most every tool I use requires my investment to get to know it a bit better, warts and all. Knowing in advanced what to do if it breaks really helps me cut down on frustration when it finally does happen. Some strategies I follow include:
  1. Court your technology: Get to know your new tool in smaller bits, to keep the excitement high, energy positive and project successful. Learn all the resources available to you to help use the tool. Try before you buy. Ask friend and peers what they think. After buying, apply the tool in stages to avoid being overwhelmed.
  2. Save the documentation: Whether your technology is hand built by you, arrives in a box or is just there when the internet is on, find whatever written documentation and contact information there is, print it and minimally throw it in a box under your desk. Luckily boxes do not require rebooting.
  3. Try using support in good times: When you just finished a really great day with your technology, take a moment to call support. Find out what it is like to get (or not get) service at a time less dangerous for your stress levels. Practice your questions before you call or email - see what kind of responses you get and what works best.
It's lucky if I follow all of these for every tool. But it is so rewarding when, during some kind of tech failure (such as my desktop) at the perfectly wrong time (such as yesterday during a web call), I realize that I wrote the website and various service agreement information on a piece of paper nearby.

More New Articles: Open Source, and Broadcast Emails

It's an orgy of new articles! First up, we have Open Source vs. Vendor-Provided Software: Comparing Them Side by Side. Jeff Walpole of Phase 2 Technology looks at some of the ways that open source and vendor provided commercial software differ, and how they're similar. This turned out to be a really hard topic (while there are important differences, it's difficult to talk about them without turning to generalities). Let me know what you think!

And then, an old standby - we've updated our A Few Good Broadcast Email Tools article (formerly eNews Tools), which is one of the most popular articles on the site. There's been a number of new developments in this area, so we've added some discussion of VerticalResponse's free offer for nonprofits, and Network for Good's new partnership with Emma, among other updates.

Enjoy!

My Top 10 Super Handy Links

Inspired by Eric Leland's post Wonderful Tools for Web Developers, here are some of the links I use all the time and keep close to the top of my bookmarks. If you work on a web or communications team I think you will find them useful too. If you have a favorite free online tool you can't live without, share it in the comments.

Need to know if you are the only one that can't get to a web site? http://downforeveryoneorjustme.com/

Free tool to check out how your site looks on a variety of browsers and platforms (Full disclosure: I use browswercam.com now)
http://browsershots.org/

Really cool way to preview screen fonts and compare how they will look online
http://typetester.maratz.com/

How do you figure out what that font is on a graphic someone found deep in the archives?
http://www.myfonts.com/WhatTheFont/

Check your writing against several readability scoring methods and get suggestions on making it more reader friendly.
http://www.editcentral.com/gwt/com.editcentral.EC/EC.html

Just a simple word count tool - nothing fancy, but handy
http://www.wordcounttool.com/

Lorem Ipsum Generator - when you need some greeking fast
http://www.lipsum.com/

Its always good to know if your code will pass HTML muster
http://validator.w3.org/

And your if your fancy new styles are legit according to the CSS validator
http://jigsaw.w3.org/css-validator/

One more for fun:
For all your twitter and social networking needs - nifty copy-paste symbols
http://thenextweb.com/TwitterKeys/