by David Strom
Friday, January 18, 2002
One of the most vexing problems for small businesses is managing
the contacts for the entire organization in some organized fashion.
There are plenty of single-user contact management programs that
assume that one person will enter and update the information. Things
get tricky when you have a workgroup that wants to share these
contacts, and when the workgroup is either spread across the
countryside or tends to travel from their central base and needs
access to these contacts when on the road.
I have tried a number of solutions and want to share with you my
experiences to give you an idea of how to improve things if this is
a concern for you.
Probably the first piece of software that an organization tries
to accomplish this is by using some kind of groupware tool such as
Microsoft Exchange, Novell Groupwise or Lotus Notes. Each of these
can handle contacts, and each has a Web interface that allows remote
users access to the contacts data without having to cart around the
entire desktop client software. But each solution requires a fair
investment in hardware, software, network infrastructure and
technical know-how to keep running, something that many small
businesses may not have or want to get involved in.
Another thought is to go completely with Web services, and make
use of one of a number of contact service sites that anyone can
access from a Web browser. The advantage here is that these services
are either free or so cheap that it is an easy sell to management,
and that no computing infrastructure is needed at your end to keep
up to date. The downside is that they are primarily designed for
single users.
The service that I have been using for some time is Junglemate.com.
They have a decent facility for searching my multi-thousand contact
list, and it is all Web-based, free, secure and fast. While I was
initially reluctant to upload all my contacts to their site, I
haven't seen any compromise or penetration of my data.
My.Yahoo, Myphonebook.com, Scheduleonline.com, Magicaldesk.com,
and many of the other web portals have similar services, but once
you get beyond several hundred contacts, they tend to slow down when
it comes time to search them. The key to using any of these services
is being able to upload your contacts from a local Outlook or other
software program. Most of these services accept a comma-separated
file, and then you need to spend some time identifying all the
various fields within the file that map to their data structure. It
can be vexing to do this the first time, so be forewarned.
An improvement on these Web portals is the ability to synchronize
the contacts with either your local Outlook contact file or the
contacts on your PDA such as a Palm. Here you can synch your online
data with several different users, but this is very tricky to
accomplish and once I managed to mistakenly wipe out my
entire address book. Palm.net also had this service, but now it is
only available for Palm VII users. There are two basic
synchronization software services from Starfish Software and from
Puma Technologies. I don't have any particular opinion on which is
better, but you don't really have a choice: whatever the Web portal
is using is what you are stuck with.
A slightly different take on the Web services bent is
GoodContacts.com. They will work with your existing Outlook address
book, then proceed to send an email to everyone (what they call a
scan) to verify that they are still reachable at the email address
you have for them. Given how often my own contacts change their
email addresses, this could be a very useful service. The hard part
is that getting that first initial scan out could be difficult,
particularly if you have several thousand outdated email addresses
to verify. The single-user version is free, and the paid version can
share contact lists, although it is a bit cumbersome. While this all
sounds a bit too close to spam for me, the service does allow you to
verify that someone is still at a particular email address.
Another approach is to use a Blackberry as the unit that contains
your contacts. These wireless wonders became popular after the 9/11
disaster, when many people were displaced from their
offices. They do work reasonably well, although again they are
geared for one person to synchronize his or her own contacts between
a Blackberry and a desktop running Outlook. And once you have
several thousand contacts in your Blackberry, it does take some
effort to scroll or search through the list.
The best product I've used for sharing contacts amongst a
workgroup is from Groove Networks. This product was built with a
workgroup in mind from the beginning, as opposed to many of these
other solutions that began their lives with a single-user version
and then tried to broaden themselves from there. Groove does a lot
more than contacts: it lets you share files in workspaces that take
their cue from Lotus Notes (the two products share a common design
team), offering a great way to allow different collections of people
to have different access levels to your information.
Groove's biggest benefit is that it provides always-on encryption
for all of your computing. There are no certificates to mess around
with, nothing to install: it just works and works well. It also
automatically works across firewalls without any additional
configuration, something that can't really be said for the other
products in this roundup.
The bad news on Groove is that it is a bit cumbersome to get
going, and you need to enable it for everyone in your workgroup for
it to be effective. And you can't automatically point it at your
Outlook address book; you have to convert the data into the Groove
format. But if you have a bunch of widely distributed workers around
the world, this is a solid product.
There are two other products that I want to mention: One is
called PeerSwitch from Gigamediaaccess.com. This is a fairly new service
that allows Web access to a machine running Outlook or Outlook
Express. I haven't gotten it to work yet across my firewall, and
they have promised a new version that will cross firewalls without a
lot of configuration changes. The basic notion is that you install
this software on your local machine, and it runs a Web service that
allows remote users to search your contacts with an ordinary Web
browser.
The other product, from 01Com.com, is called I'mInTouch.net. It was
originally designed as a telephony management tool but has some
interesting possibilities as a tool for access to your contacts, as
well as your email and other files that reside on your local
desktop. I haven't been able to get it work across my firewall,
either. But it looks promising.
As you can see, there are a wide variety of choices and
approaches. Nothing really does the complete job yet, and no one
piece of software or Web service is the answer to your
contact management needs. I recommend experimenting with several of
the tools mentioned here. Perhaps one of them can fit your own needs
and allow you to find your contacts when out of the office, yet work
together with your other system tools as a coherent unit.
David Strom has written over a thousand articles for various
computer trade publications and Web sites, and publishes his own
essay series called Web Informant that can be found at
http://strom.com. His latest book, Home Networking Survival
Guide, was published in Sept. 2001 by McGraw-Hill/Osborne and
can be found at Amazon.com and other major book
retailers.