1. Enterprise 2.0 for Intelligence Analysts Greg Lloyd President and co-founder Traction Software Inc

2. The Intelligence Cycle Planning - What’s Important ? Collection - Find out what you need to know Analysis - Connect the dots Dissemination - Spread the word New Zealand Security Intelligence Service www.nzsis.govt.nz/methods

3. Challenges Share earlier, and further up the chain But there’s a clear need to distinguish: Raw intelligence - May not be trustworthy A conjecture - One analyst connecting dots A working hypothesis - Challenged and debated Working consensus - The result of debate Best estimate - With attributed dissent … You have to be quicker, clearer, more open And you need to be both right and on time…

4. The challenges are the same For companies in competitive markets: Pharma High tech Consumer products … It’s called Competitive Intelligence (CI) And for government: The Intelligence Community (IC) Law enforcement Public health - epidemic response

5. Not mere technical challenges Finding effective ways to get people in different groups or organizations working together more effectively is hard Groups build barriers to collaboration into their culture, norms and policies Not merely siloed software systems But sometimes the value of better and more timely intelligence drives change …

6. An End to Information “Sharing” We begin with an important reservation about terminology. The term information “sharing” suggests that the federal government entity that collects the information “owns” it and can decide whether or not to “share” it with others. This concept is deeply embedded in the Intelligence Community’s culture. We reject it. Information collected by the Intelligence Community—or for that matter, any government agency—belongs to the U.S. government. Officials are fiduciaries who hold the information in trust for the nation. The Commission on the Intelligence Capabilities of the United States Regarding Weapons of Mass Destruction (WMD Commission), March 2005

7. An End to Information “Sharing” They do not have authority to withhold or distribute it except as such authority is delegated by the President or provided by law. As we have noted elsewhere, we think that the Director of National Intelligence could take an important, symbolic first step toward changing the Intelligence Community’s culture by jettisoning the term “information sharing” itself—perhaps in favor of the term “information integration” or “information access.” The Commission on the Intelligence Capabilities of the United States Regarding Weapons of Mass Destruction (WMD Commission), March 2005

8. Enterprise 2.0 Principles can help Enterprise 2.0 is the use of emergent social software platforms within companies, or between companies and their partners or customers. Social software enables people to rendezvous, connect or collaborate through computer-mediated communication and to form online communities. (Wikipedia's definition). Platforms are digital environments in which contributions and interactions are globally visible and persistent over time. Emergent means that the software is freeform, and that it contains mechanisms to let the patterns and structure inherent in people's interactions become visible over time. Freeform means that the software is most or all of the following: Optional; Free of up-front workflow; Egalitarian, or indifferent to formal organizational identities; Accepting of many types of data. Enterprise 2.0, version 2.0Enterprise 2.0, version 2.0 Andrew McAfee, May 2006

9. Enterprise 2.0+ = A few additions With the ability to handle a range of more private to more public collaboration and conversation interleaved seamlessly within the same highly scalable web of information: Everything from small group “huddle” space, To spaces which serve a particular community of interest (security - not organizationally based), To “hub and spoke” collaboration where a company at the hub may have many private bi-lateral relationships (e.g. competing customers).

10. Enterprise 2.0+ = A few additions With the ability to recognize a collaboratively created result which documents a stable consensus or binding agreement (e.g. a contract), And the ability to interleave attributed alternative or dissenting views without changing the stable view, And the ability to preserve the stable consensus while collaboratively creating a successor. For example - A prime contractor and subcontractors need to know when a jointly created contract is frozen, and how to propose changes or raise issues which may result in jointly authored changes to the contract.

11. Douglas Engelbart 1968 NLS (oN Line System). A Hypertext Journal for high performance teams 1992 Towards High Performance Organizations: A Strategic Role for Groupware

12. High Performance Organizations

13. Collaboration = Wiki + Blog view The product you wish to build, sell and support The external intelligence, dialog, and decisions of teams working together over time to create and sustain the product

14. Wiki - Hypertext with group editing

15. Blog - Hypertext on a timeline

16. Collect - Automated web agents CI Staff can use inline comments and tags to analyze and decide what to post for broad use. Respond in hours or minutes - not days or weeks. QL2 Automatically capture web site changes and search results Publish and interact with the content in Traction.

17. Comment - Opinion with Attribution

18. Disseminate - Anywhere, securely

19. Alert - RSS Notification Stream

20. Enterprise 2.0+ Captures Context

21. Enterprise 2.0+ Context General business purpose: Sales in general Specific business purpose: The Acme proposal, with resources collected, used, discussed, or referenced to create that proposal Time line: Items referenced or discussed while handling the Acme proposal People involved: Who worked on the Acme proposal ? What did they discuss and tag ? Space: In what public, private, personal or by invitation venue did collaboration happen ?

22. Adds context to Enterprise search Automatic Entity and Keyword extraction and drill down provide context sensitive content navigation - over and above integrated search. Search results and drill down navigators are permission filtered on the fly. FAST Search and Content Navigation in Traction TeamPage

23. Search controls

24. Drill down using result’s keywords

25. Drill down using result’s tag cloud

26. Drill down using result’s name set

27. How To Deliver Enterprise 2.0+ Traction TeamPage uses FAST InStream to provide dynamic content navigation that uses E2.0+ context and scales. Permission filtered drill down tag clouds, keywords, automatically recognized entities. Combined with permission filtered search, Handles a range of more private to more public collaboration and conversation interleaved seamlessly within the same highly scalable web of information.

28. How to Fix Enterprise Search Context as well as content can be used to weight relevance in the link-deprived Enterprise environment. When the number of sources indexed is expanded, relevance can get worse rather than better. When search extends to email, you can get thousands of copies of the same PowerPoint that was blasted and copied all over. Content analysis doesn’t necessarily help: It’s the same bloody content. Context is derived from how people work, recorded as a hypertext, and indexed for navigation and relevance.

29. Links Society of Competitive Intelligence Professionals (SCIP) www.SCIP.orgwww.SCIP.org WMD Intelligence Commission Report www.wmd.gov March 2005 www.wmd.gov Center for the Study of Intelligence (CSI) US Central Intelligence AgencyCenter for the Study of Intelligence The Wiki and The Blog The Wiki and The Blog D Calvin Andres, Studies in Intelligence Nov 2005, CIA / CSI Public Web Archive Use of Weblogs for Competitive Intelligence Use of Weblogs for Competitive Intelligence Greg Lloyd, Nov 2005, BTCI Tokyo

30. Contact Greg Lloyd President and Co-Founder grl@tractionsoftware.com (401)-528-1145 Traction Software, Inc. 245 Waterman Street Suite 309 Providence, RI 02906 www.TractionSoftware.com