May 16 2007 Meeting notes

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Conference Call Notes

Drafted by Joe Andrieu, May 16, 2007


  1. vrm at

Prior Conference Calls

Rather than do a standard subscribable podcast the calls are available for the list to download or stream. They are posted as mp3 files and can be accessed as follows:

May 2, 2007

March 21, 2007

March 8, 2007

February 21, 2007

February 8, 2007


  • Joe Andrieu
  • Iain Henderson
  • Dean Landsman
  • Doc Searls
  • Keith Hopper


Skype Simulcast


Opening Comments

Lot of action and energy picked up.

Iain Henderson and Alan Mitchell have made good progress with the "flow chart". Many thanks to them.

First IIW Session

Andre Duran, mover behind IDWorld, Jabber, now at Ping Identity. He suggested that we look for particular use cases or applications and connect the dots from the user through to the CRM system or vendor.

Steve Gillmor said largely the same thing. Steve is the father of the AttentionTrust. (Not to be confused with Intention). "Set up strawmen and knock them down."

Paul Trevithick laid out a diagram showing a number of arrows from the user, indicating data stores on one side and on the other side of the line indicating the relatively impoverished data stores living in CRM at the vendors.

This led to the concept of "my red dot" or the personal data silo, which is the user-side store of things such as personal RFPs, digital receipts, transaction histories, affiliations, preferences.

My Red dot

Looking at it from the CRM perspective, we can identify three different pillars: sales, marketing, and customer support. So what does that look like for VRM from the customer perspective.

The Red Dot represents an identity-secure data store controlled by the user. Potential components stored therein: my past purchases, my support history.

Looking at the three pillars, what might a VRM interface look like from a user point of view. What if we pulled all three pillars together into a single interface. Where you can browse (shop), see purchase history, and see support history. What happens today is that we get put into a vendor data store, and when we call in, they get a screen full of relationship data (history). So, for the user, this is a place where this data can be managed/viewed/tracked across all vendors. Whenever I have had a support issue... right now we take notes, scraps of papers, post-its, etc. What if we have a central point to track all of those items digitally, just as CRM systems do for vendors.

My dish network is down. I've been calling them. (Other current topics I'm currently dealing with). Not only could the vendor's get this data, but we could publish this for other customers to view.

For buying, we fill out the query information, in this case for travel. That query goes out to the cloud, modulo identity access privileges, and airfare options come back to the user.

At the lightest level, a personal RFP is basically what we are submitting as queries at Google. (Information RFP). So, how is this data propagating/broadcast/discovered out in the cloud? Is it an RSS/Ping architecture or some other mechanism?

This outline is very conceptual and perhaps too specific.

The top piece (search) just doesn't exist. What that means is that you need a way for aggregating all this information to go back into the red-dot. Vendors could be sending data back, but how does that happen?

So what do we need as vendors? What do customers need?

One caution is building a central anything.

Joe introduced SwitchBook's Search Document concept which is intentionally structured to let users manage multiple search providers in the user context.

So, what technologies are out there that can make this happen?

If this were the web... we are asking for shopping carts at the stage when we are just putting together a website.

What protocols do we need?

At one level, we need to standardize license terms for accessing the personal data silo. (Identity rights agreements.)


what who when status
---------- ---------- ---------- ----------
open id on wiki david no date
static website development doc, dean, joe, chris no date
group blog/RSS to wiki (venus) doc no date up, but only one author
project VRM definition doc 1 week still working on it
brainstorm Initiatives all ongoing
Set up Jabber Host for conference calls doc no date new



Lot of action and energy picked up.

Iain Henderson and Alan Mitchell have made good progress with the "flow chart". Many thanks to them.

Action Items

what who when status

Next Meeting