Why I don’t like the term Trusted Advisor

In a previous review of SMB Nation 2014 I alluded to the fact that I believe many people are struggling with the concept of MSP (Managed service Provider) and how it operates in the new cloud world. I also stated that I don’t believe the MSP mantra being pushed by so many vendors makes sense any more. It has allowed too to become locked into doing things the old way and that is a huge risk in todays technology world.

One of the most common terms you hear in the technology world, especially in the SMB space is ‘trusted advisor’. The claim is that you need to be a ‘trusted advisor’ for your customers and so on. I disagree.

The reason I disagree is that, to me at least, being a ‘trusted advisor’ means being reactive. It means waiting for your customer to come to you and ask about this or that. You know what? By then they have probably almost made up their minds as to whatever they are considering. They are simply running it past you to either see if there are any major oversights they have made or looking for you to do it cheaper. In todays world, being reactive is not something you want to be.

A more appropriate model for an SMB reseller today is the concept of a ‘virtual Chief Information Officer (CIO)’. This means that you you proactively search out solutions for clients, work out what fits and then present it to them, hopefully before they even realise they need it.

Let me give an example. Many resellers come to me and say they are confused by the plethora of Office 365 plans that are available. There are simply too many options to consider. My argument is that for nearly every customer I know of, the Enterprise E3 suite is the best option. Sure, it isn’t the cheapest but it has the most features, most flexibility and how many customers never have need for change over time? Agility is far more important in technology than price.

When I offer this in regards to the E3 plan being superior the next response from the reseller is that it is too expensive and customers will never go for that. Here is the crux of my argument around being a ‘virtual CIO’. You as a reseller need to DEMONSTRATE the value of the E3 plans to the business. You as a reseller need to KNOW what it includes, what options it has the business can use today and what options they will need in the FUTURE. If the customer then elects to go cheaper that is their decision not yours. I would be hard pressed to find someone whom I have shown the value of E3 who wouldn’t consider it. However, for that to be successful means I have to act far more like part of their business by understanding their needs now an into the future.

As a ‘virtual CIO’ you are looking ahead. As a ‘virtual CIO’ you are PART of their business not standing off on the side simply providing comment. It is kind of the difference between being a coach standing on the sidelines and the captain on the field making the plays. Luckily, being a ‘virtual CIO’ allows you to be a captain/coach in my books, while a trusted advisor is simply a coach and we all know that what happens on the field is very different from what seems to happen from the side lines.

I would also suggest that if you have customers then you are already ‘trusted’ for if your weren’t they wouldn’t have hired you. So if you follow the traditional ‘trusted advisor’ model all you are doing is providing advice which really doesn’t add a huge amount of value. Today’s reseller needs to be more involved in the customers business. They need to bring their skills and expertise to bear in a manner that allow them anticipate what the business needs.

I would therefore suggest to you that when you hear the term ‘trusted advisor’ being bandied around by anyone, that they are in fact living in the past. See if what they offer can be translated to being a ‘virtual CIO’. If it can’t, then I’d be suggesting that it doesn’t provide a whole lot of value for your reseller business in the new world of technology.

Returning to my SMB Nation 2014 review, I think that to be successful you need to look for new business models that challenge contemporary ones like being an MSP. If the old models work in the new world, great, but don’t be afraid to challenge them and see if they really do. Those that are not willing to accept what others say ‘works’ and find their own path through education will prosper, the rest will be lead like lambs to the slaughter in my books.

Image courtesy of Janak Dharmasena at FreeDigitalPhotos.net

Brisbane Office 365 and Azure training

A little while ago I announced a kickstarter project to get some Office 365 and Azure training happening in Brisbane in November. I am happy to announce that thanks to some very supportive Brisbane people that training is now proceeding.

The confirmed details are thus:

Location

THE SEBEL BRISBANE
95 CHARLOTTE STREET
BRISBANE QLD 4000

Times

Friday 7th of November 2014 – Office 365
Saturday 8th of November 2014 – Azure

Registrations

You can attend either or both days. The cost per day is $375 ex and you can sign up at:

http://www.e-junkie.com/ciaops/product/499878.php

The course will include all meals, course notes, etc

Content

I am now in the process of putting together the content and agenda but I’d love to hear from anyone (attending or not) as to what topics they believe should be included in these courses. Email me directly (director@ciaops.com) with your suggestions.

I look forward to seeing everyone on the day.

Review of Office 365 Nation 2014

Although I am still recovering from the jet lag, my vision has cleared enough now that I can pen my thoughts on Office 365 Nation 2014 recently held in Seattle.

The event was put together by Harry Brelsford and in another way is really SMB Nation 2014, however this time the theme has been ‘rebooted’ to focus on Office 365 and the cloud.

The first thing I must do is thank Harry for the opportunity to conduct four formal and one informal session. You can download the slides from the my formal presentations here:

T106 – Coming to grips with SharePoint

T107 – The Business of Yammer

T108 – Level up with PowerShell for Office 365

T109 – Lync the red headed step child

unfortunately, there are no slides for my informal Azure session as it was mostly demos and actually went for over two hours! Thanks to all who stayed late to listen to my thoughts.

The next thing I need to do is thank everyone who attended my sessions. The first two were quite late at night, which after a long day, I appreciate you coming along and being an enthusiastic and attentive audience. I also appreciate all the great feedback and questions received in all sessions. And I really appreciate that you laughed at my jokes, corny as they were!

One of the high points of the conference for me was the number of people coming up to me in the hallways letting me know that they read my blog and perhaps a particular post I wrote had helped them. Publishing a blog can be lonely at times, sure you get blog comments but it is so fulfilling for me as a content creator to actually have someone say that what I have created has actually helped them face to face. It makes the whole creation process worthwhile and gives me the energy to continue doing the blog regularly and improving the quality and depth of what it contains.

With over two thirds of attendees attending SMB Nation for the first time it was brought home to me how many are still struggling to find their feet in this new cloud world. Everyone in attendance appreciates the cloud is here and that Office 365 is a great option but they are struggling with how to integrate that into a successful and profitable business for themselves.

The biggest reason for this struggle in my option is that fact that most vendors are still pushing the ‘Managed Service Provider’ (MSP) mantra which I believe doesn’t make a great of sense in this cloud-first world for many. It can play a part, but these days it is only a small part in a cloud business. However it seems to me that too many people have become too locked into things only working in that MSP way and from where I sit, the world is now a very different place.

In saying that, I’d really like to see business models and ideas come to the forefront that challenge that traditional notion so much so that I think I’ll post a few articles on business very soon, so stay tuned for that.

In short, I believe the path to success in many ways requires a completely new way of thinking. You don’t have to totally abandon your existing business model but you do need to challenge it. You do need to start thinking outside the box and challenge the conventions to find what works best for your business. This is where most struggle I believe. They are trying to put the round peg of the way they have always done things into the square hole that is cloud services. So to provide more light on that I promise to do some follow up posts focused on business for people.

I think that this conference had a some very high quality speakers and none more so then Tom Moen from Microsoft. I am so glad I attended his sessions and got to meet the man. I learned a lot about technology and presentation techniques from him. That alone made my whole trip worthwhile.

Of course the real value in these conferences is the hallway networking, sitting down with peers over breakfast, a coffee, dinner or a drink. It was fantastic to catch up with old acquaintances and past SMB Nation attendees. However, it was also fantastic to make so many new connections and talk with others whom I had never met before about their business and the challenges of the cloud. This is also where I learnt a lot and I appreciate every one of those interactions.

So in summary, it was a long way to travel but a real benefit for myself. I thoroughly enjoying presenting my sessions and listening to some other outstanding ones. However, most of all I enjoyed the peer to peer networking and the opportunity to be at the kick off for many along a journey to successful cloud consulting.

My hope is that Harry’s event becomes the pivotal one for SMB cloud resellers as it was for SBS resellers all those years ago, because there really isn’t anything I have seen that speaks specifically to the SMB IT reseller in the cloud space now. These are the people that manage technology for the gigantic number of small businesses out there that power the economy. If SMB’s can grow then the economy as a whole grows and everyone benefits. For that to happen SMB IT resellers need to retool their skill portfolio and a focused conference like this provides no better way to achieve that. So if you haven’t jumped on board the Office 365 Nation train, then I’d recommend it is time you did.

Well done Harry. Well done SMB Nation team. Well done everyone who attended. I’m keen to come back next year and I hope I’ll get the nod to speak again.

Some maintenance?

Logged into my Office 365 tenant and was greeted with the above message that I have never seen before.

We apologize for the inconvenience, but we’ve made OneDrive and Sites read-only while we do some maintenance.

Hopefully, this means that they are upgrading something in the back end to give me a whole more features.

I wonder what it could be?

Upgrading an Azure virtual machine

One of the real benefits of using virtualization is the fact that upgrading is generally much easier than with physical machines. a case in point.

In a previous post, I mentioned how Azure now makes available machines that use solid state drives (SSDs). This allows disk access to be much faster, therefore improving the overall performance of the machine.

These new SSD virtual machines are of course more expensive but for the demo and testing purposes I need them for, it makes sense. Now, if I had to perform this type of upgrade on a physical machine it would generally mean buying a new machine and doing a complete rebuild, which as you can appreciate is very time consuming.

Even if I had these machines virtualized on a host machine I ran myself it would mean buying and configuring a new host machine and copying the virtual machine images onto this. That would also take a long time given that virtual machine images can be gigabytes and gigabytes in size.

However, with Azure upgrading my virtual machines to take advantage of the latest features is a breeze. Here’s how.

I firstly login to the Azure management portal at:

http://manage.windowsazure.com

I then locate the Virtual Machines menu option on the left and select it. I then locate the virtual machine I wish to upgrade and select it.

I then select the Configure menu option across the top, which shows me the screen above.

In there you can see that current Virtual Machine Size is A3 (4 cores, 7GB or RAM).

What I do is simply pull this option down and select a new machine that is utilizing SSDs, in this case D2 (2 cores, 7GB memory).

I then select the Save option at the bottom of the screen to update the changes for my machine.

Now if the virtual machine you are upgrading is running you are prompted that it may need to be rebooted to apply the changes. In most cases you want to make these changes with the machine off, which it is in this case, so press OK to apply the changes.

Azure now hums away updating the machine.

and a few moments later it is all done and my machine is now running with SSDs.

You can then return to the main Virtual Machine Console, select the machine and then the Start button at the bottom.

You machine will start spinning up and you can then use it without having to install any software or do further upgrades.

How easy was that? This is the way all hardware upgrades should be and the reason why you should be using virtualization and even more so why you should be using a service like Azure. It removes all the pain from the things that keep you from doing what you want to do when it comes to technology.

Azure offers SSD now

Got an email today from the Azure team saying that they are now offering Virtual Machines with Solid State Drives. The details of the email are below:

We’ve announced the general availability of a new series of Standard tier instances called the D-series for Virtual Machines and Cloud Services and its related pricing.

These instances have solid-state disk (SSD)-based local drives and faster processors relative to many of the A-series instances. The D-series instances can be used as VMs, as well as web or worker roles in Cloud Services, and are well suited for applications that demand faster CPU performance, local disk performance, or higher memories. Please note that the SSD drives in the D-series are non-persistent.

Following are the CPU, memory, and disk configurations of the D-series instances:

General Purpose

Name

# of vCPUs

Memory (GB)

SSD HDD (GB)

STANDARD_D1

3.5

STANDARD_D2

100

STANDARD_D3

200

STANDARD_D4

400

Memory Intensive

STANDARD_D11	2	14	100
STANDARD_D12	4	28	200
STANDARD_D13	8	56	400
STANDARD_D14	16	112	800

Through December 31, 2014, the prices for Standard D-Series Virtual Machines will be charged at US South Central rates for all regions. We are currently offering promotional pricing and any future price increases will be announced with 30 days’ notice.

For more information, visit the Virtual Machines webpage. To get a comprehensive look at pricing, visit the Virtual Machines Pricing Details webpage.
Note: As an Azure customer, you are receiving this email because we are required to notify you of all pricing changes. This is the only communication that you will receive directly from Microsoft regarding these pricing changes.

Thank you,
Your Azure Team

I have spun up a new Azure Virtual Machine using one of the new “D” ,machines with SSD’s and they are noticeably quicker.

Of course theses new machines are more expensive that machines with normal hard disks but for faster demos they are perfect for what I need. You can also expect the price of these offerings to drop over time as SSD’s become cheaper and cheaper.

Azure is really going ahead in leaps and bounds from what I see.

Exchange Online mailbox search

Office 365 provides the ability in all plans to search across all mailboxes. What I’ll cover here is how to do this with the Small Business Plan as that is the most challenging given that Exchange Online console is not exposed by default. If you have an M or E plan simply follow on from when the Exchange Online console comes into view.

The above screen shot shows a user with a single email in their inbox we will search for. In this case we will be searching for the text “Rescuetime”.

Here we have logged into a Small Business tenant which provides a simplified interface. To access the Exchange Online console from a Small Business tenant use the URL:

https://outlook.office365.com/ecp/

When the Exchange Online console appears select permissions from the left hand side.

By default no user is given the ability to search through all mailboxes, not even global administrators. So the first step in the process is therefore to allow this.

Once permissions is selected, select Discovery management to the right as shown above.

Now select the pen icon at the top to edit this security group.

At the bottom of the dialog that appears, in the Members section, press the + button to add a new member.

Select and add the Office 365 users you wish to give these discovery rights to.

Press Save to update the permissions.

You may need to log out of the web portal and log back in. You may also need to wait a few minutes until the rights have been updated.

Once you have select compliance management from the menu on the left.

Unless you see more than 4 icons at the top of the table you do not have the discovery rights.

Only when you do will you see all the icons as shown directly above will you have the rights to search across multiple content.

Press the + key to create a new search.

Give the new discovery search a name and description and select next to continue.

In most cases you are going to want to search all mailboxes, however it is possible to specify which ones you wish to search.

Press the next button when you have made your selection.

Now you can specific the filter criteria for your search. In this case we need to search for the keyword ‘Rescuetime’.

Press the finish button when complete.

The search will execute immediately. The time taken will depend on the information your are searching for and how much information it has to search.

Press the close button to continue.

You should now see the item just created listed.

If you scroll down the dialog on the right you will see a hyperlink Preview search results. Select this.

You will now see an Outlook Web Access style interface with all the matches located.

With the item selected you can also use the download button to save the results to a PST file for offline review.

You can of course return to this query at any point in the future, edit the query and save it to re-run the search. This makes it very handy if you need to search for things on a regular basis.

In summary, all plans have the ability to search across your users data (in this case email). Some plans also allow you to place searched information on hold so that it is retained even if deleted by the user. You will firstly need to grant the person doing the searching the rights as a member of the Discovery Management group. You then create a query based on your requirements which you can view online or export to a PST file for offline view.

You’ll find more detailed information about these discovery options at:

Office 365 eDiscovery FAQ

Basic Yammer Administration via Office 365

A while back posted some information up about getting Yammer via Office 365 working.

Enable Yammer integration in Office 365

A couple of Yammer gotchas

Yammer integration in Office 365

Once you have the integration in place and an admin user for Yammer, when you login to Yammer should be able to access the Yammer Success Center as seen above.

If for some reason you do not see the Yammer Success Center look to the bottom left of the page. Under Networks you should see Admin if you are a Yammer administrator.

When you select Admin you should see the above menu displayed. From this menu select Success Center.

You will notice that is quite different from the free version of Yammer. This is Yammer Enterprise, thanks to your Office 365 subscription.

You can work down the checklist in the middle of the page or the list of items in the top left.

I’ll spend more time in upcoming posts diving a bit deeper into these but for now ensure you can get to the Yammer Success Center and have a look around at the different options that are available to you as a Yammer Administrator.