Earlier this week, Cisco made several announcements at their
Collaboration Summit. Some of the announcements were pretty
significant; some were old news, even released products. Overall, it
was a clarification and evolution of their Unified Communications
portfolio including a new name - Cisco Collaboration. The new portfolio
is squarely aimed against Microsoft, and borrows many elements from
Avaya and IBM.
I've never been a fan of the term "Unified
Communications". It is too vague and become to mean almost anything.
Cisco felt the best way to resolve the confusion was a new name: "Cisco
Collaboration" which admittedly is more positive in connotation. For
Cisco, collaboration includes unified communications, though some
believe collaboration is a subset of unified communications. Don Van
Doren discusses this in
a post, and shares John Chambers' defense of the change: “
When I talk with CIOs and CEOs, no one gets very excited about
‘unified communications’. But everyone is interested in
‘collaboration’!”
The reality is Cisco is diffusing collaboration to include all the
elements of UC; so now email, voice mail, mobile integration, presence,
etc. are all now collaboration tools. I'm not confident it will reduce
any confusion or ambiguity, and reminds me a bit of the great "Less
Filling, Great Taste" debate.
This post is about Cisco's news,
so I will use "Collaboration". And as everyone knows, collaboration
starts with.... a new network. If a picture is worth a kiloword, than
video must be worth a lot more. Cisco's vision includes lots of video.
So much video, that the current IP networking infrastructure needs
upgrades. Cisco MediaNet products offer more intelligence for the
routing of rich media/video by being media aware and end point aware.
If video gets pervasively used for multiple types of collaboration, the
network overhauls may be more lucrative for Cisco than the
collaboration part.
This
clearly sheds light on Cisco's interest in Tandberg; a videocam on
every desk, an HDTV studio in every office. The Cisco Collaboration
announcements were filled with
video.
New video desktop devices (phones), a gateway between Cisco's
Telepresence and WebEx Meeting Center, a intercompany media engine that
supports video telephony, Cisco's Show and Share for sharing videos,
even a telepresence directory hosted by Cisco.
Next comes new endpoints, introducing the
8900 and
9900
series devices. Redefining the top of the line - pretty much
everything you might expect in a high-end phones plus a bit more. A
trophy on any executive's desk. In addition to a long list of features
such as HD audio, USB ports, VGA color touchscreen display, video
support, etc. they even include green features of recycled plastics and
a "deep sleep" power saving mode. These fall into the Lexus Hybrid
category of green. The question on my mind is if they will get them on
the set of 24 in time for the upcoming season.
The endpoints
are indicative of the differences among enterprise players. Cisco
continues to go for the high-end, now with camera phones. The
competitors are not embracing video so aggressively probably because it
could indirectly benefit Cisco. Where they do embrace video it is
generally on the computer rather than the phone. Avaya offers one video
phone (made by Tandberg). Avaya,as with most of the traditional PBX
players, are sticking to proprietary endpoints, just not as robust as
Cisco's new models. I expect competitive pressures to squeeze these
proprietary phones - squeezed between feature rich endpoints and SIP
phones. Microsoft prefers the desktop PC as the phone (technically more
expensive than Cisco's phones), and relies on USB props for a phone
effect. Microsoft's lack of support of the 722 codec (HD) is becoming
more notable. IBM can't be bothered with phones and prefers to
outsource the voice part of the UC equation to one of several partners.
Then comes the SIP gang; Siemens, Aastra, and Digium leading with SIP
endpoints. They benefit from the lowest cost devices but limited
phone-based features. Though some SIP phones do support video.
Speaking
of SIP, Cisco didn't rename their "Cisco Unified Communications Manager
8.0 Session Manager Edition" to reflect collaboration for good reason.
This product is conceptually and functionally most similar to Avaya's
Aura SIP Session Manager which does include strong collaboration tools
through its IMS and SOA architecture. The Cisco version only supports
trunking services such as interconnection and least cost routing.
Further, it appears to
Brian Riggs that not only is the Cisco version comparatively limited, but requires more servers.
The
bigger competitive guns were aimed at Microsoft, particularly with
WebEx Mail which offers native Outlook support for hosted email,
calendar, and contacts. This is a double-gulp big-pill for enterprise
buyers; migrate away from Exchange...to the cloud. IBM, Cisco, and
Microsoft strongly believe that email is integral to the
UC
collaboration solution. The traditional players, Avaya, Mitel,
Shoretel, Aastra etc. are sticking to the best of breed approach and
inter-operate with multiple messaging solutions. Though Cisco's
approach is fairly unique in that it endorses the Outlook client in an
Microsoft Exchange-less environment. Cisco is also signaling it is okay
to use Microsoft's Office Communicator client with their WebEx services
for presence/IM (without Microsoft Office Communication Server). Mixing
clients and servers reminds me a bit of the Palm PRE/iTunes
fiascoes. So to be safe, clients can use Cisco's WebEx client and an AJAX webmail client. WebEx Mail includes integration with
Blackberry and iPhone mobile solutions as well as a wireless/FMC
solution for Nokia phones.
Other
than WebEx, the cloud is not that cental to Cisco's collaboration
vision. Several competitors are embracing virtualization and Siemens is
embracing public cloud computing. In fact, Cisco announced so many new
on-premise server products this week that their cloud pitch for email
seemed a bit out of place. It was realistically their only option; you
can't build an Exchange alternative overnight, and clearly there is no
room for Exchange in Cisco's vision. Exchange is a pivotal part of
Microsoft's UC solution as it's the message store for fax, email, and
voice mail. Exchange is also under attack from IBM and more recently
Google. Google's Apps Gmail fairs well against WebEx - both services
are priced about the same but include wildly different options making
direct comparison difficult.
Email and presence are the key
cards being played by enterprise UC vendors; two cards that the
traditional telecom players can't play easily.The irony is presence/IM
and email are effectively free in the consumer space - yet many CIOs
are convinced IM/Presence via ICMP is not secure for the enterprise.
While there are some security threats in some IM products/services; I
don't buy into the notion of closed presence and IM. I don't see how an
enterprise can manually/mutually federate with partners that meets the
needs of all employees. I also believe presence/IM should be open (but
unlisted) like phone numbers and email addresses. But if the
requirement becomes secure federated presence - then the UC starting
point effectively becomes Microsoft, IBM, or Cisco. IBM doesn't even
offer a native voice solution, but is now considered a major UC player;
a fascinating and sad evolution for voice.
In a not so decent
past, Avaya and Nortel fought over digital PBX market leadership.
Nortel and Avaya had similar visions - voice mail, call centers,
phones, etc. Then came the VoIP disruption and enter Cisco. Now
UC/Collaboration which appeared at first to be a maturing VoIP is
instead another disruption. Today (actually tomorrow), it is
Avaya/Nortel defending its leadership against several UC upstarts
including; Cisco, Microsoft, IBM, and Siemens - all with radically
different visions of collaboration and communications. But the list
isn't even complete yet; HP and Google appear to be on the sidelines.
Microsoft and HP have a strategic Unified Communications pact (
Frontline)
which may take on new meaning after HP's surprise acquisition of 3Com.
But if Cisco sells their collaboration vision, then the competition
will be scrambling to fill their portfolio's holes.
Dave Michels blogs regularly about voice telecommunications at
Pin Drop Soup.