Microsoft Collaboration Survey Research Results Survey of Business and Technology Decision-Makers www.krcresearch.com Survey Methodology DATA COLLECTION DATES: September 23 – October 12, 2007 METHOD: Telephone survey SAMPLE SIZE: 100 Business decision-makers and 100 Technology decision-makers SAMPLE: Decision-makers, manager and above, within HighTech Companies with revenue of at least $150 million and 500 employees www.krcresearch.com Executive Summary www.krcresearch.com Executive Summary: Collaboration Tools • Email and phone are the most popular collaboration tools among BDMs and TDMs, although TDMs are more likely to use a whole range of tools • The vast majority of both BDMs, 78%, and TDMs, 85%, report their organizations use at least one publicly available collaboration tool • Organizations that use publicly available tools use them frequently and it is not limited to one tool more than others – If they say they use that a publicly available tool to collaborate, more than likely they are using it often • Many types of proprietary information is communicated with publicly available tools, with product plans or technical data being sent most frequently – And the vast majority of information is contained in standard Microsoft Office documents such as Word, Excel, PPT, etc. www.krcresearch.com Executive Summary: Maintaining Security • While most think publicly available tools are secure, only about a third are sure and almost as many feel they are insecure – Interestingly, TDMs are more likely to feel strongly that they are secure compared to BDMs – Additionally, TDMs especially are concerned about the use of publicly available tools to send confidential information • Nearly all report that their organizations have and frequently implement policies to control confidential information, and these policies are most commonly designed by legal departments and CIOs, with the security office, managers and engineers playing secondary roles • It is unusual for a companies’ proprietary information to be used inappropriately by a third party and when it happens, few report significant financial impact – Additionally, one in three report that the proprietary protection policies of their companies impact the productivity of technical teams www.krcresearch.com Detailed Findings Collaboration Tools www.krcresearch.com Email and phone are the most popular collaboration tools among BDMs and TDMs, although TDMs are more likely to use a whole range of tools Q4. From the following list, what types of communications tools does your department (BDM) (company, TDM) use to collaborate among its business partners, vendors and suppliers? Q5. And which one of these tools would you say your department (BDM) (company, TDM) uses most often to collaborate among its business partners, vendors and suppliers? (ONLY LIST OF TOOLS CHOSEN IN Q4) % Used most % Use at all TDM BDM E-mail 95% 99% 53% 72% Phone 96% 96% 40% 26% 1% - 1% - 1% - 3% 1% - - - - 89% 94% Fax 40% VPNs (Virtual private networks) 69% 37% Portals 53% Instant Messaging 33% 48% Extranets, such as via RosettaNet or 31% 42% Electronic Data Interchange or EDI Blogs 8% 6% Wikis 6% 9% BDM TDM www.krcresearch.com The vast majority of both BDMs, 78%, and TDMs, 85%, report their organizations use at least one publicly available collaboration tool Q6. Now I am going to read to you another list of collaboration tools. Please tell if your department (BDM) (company, TDM) has ever used any of these communications tools to collaborate among its business partners, vendors and suppliers? (ACCEPT ALL RESPONSES) % Use at all 29% Personal FTP tools, such as WS FTP or Cute FTP 30% Web-based or public e-mail, such as Gmail or Hotmail 25% External portals 25% Personal IM, such as AOL or Yahoo Instant Messenger 18% Personal Internet-based phone, such as Skype External or public Wikis External blogs 26% 43% 40% 32% Personal Internet-based faxing, such as efax 47% 33% 38% BDMs at companies with fewer than 5001000 employees are more likely to report use of public email accounts, 37%, than are those at larger companies, 20% 5% 8% 8% None of these (VOL.) 15% BDM 21% TDM www.krcresearch.com Organizations that use publicly available tools use them frequently…. Q7. How often would you say your department (BDM) (company, TDM) collaborates with its business partners, vendors, and suppliers using these types of tools (READ LIST FROM Q6)? % Total use publicly available tools often BDM TDM 67% 58% Frequently 27% 31% 94% 89% Occasionally BDMs at companies with revenue over $250 million are more likely to report frequent use of public tools, 79%, than are those at companies with less revenue, 54% Base: BDM=78, TDM=85 www.krcresearch.com And it is not limited to one tool more than others; If they say they use that tool to collaborate, more than likely they are using it often Q7. How often would you say your department (BDM) (company, TDM) collaborates with its business partners, vendors, and suppliers using these types of tools (READ LIST FROM Q6)? % Frequently/Occasionally BDM Personal Internet-based faxing, such as efax Web-based or public e-mail, such as Gmail or Hotmail Personal FTP tools, such as WS FTP or Cute FTP Personal IM, such as AOL or Yahoo Instant Messenger External portals Personal Internet-based phone, such as Skype External or public Wikis External blogs TDM 69 76 Base=32 Base=38 87 74 Base=30 Base=43 97 75 Base=29 Base=47 64 82 Base=25 Base=33 76 83 Base=25 Base=40 83 73 Base=18 Base=26 40 88 Base=5 Base=8 - 75 Base=8 www.krcresearch.com Many types of proprietary information is communicated with publicly available tools, with product plans or technical data being sent most frequently Q8. From the following list of examples, please tell me if your department (BDM) (company, TDM) has ever communicated any of the following types of information using these forms of collaboration tools (READ LIST FROM Q6)? (ACCEPT ALL RESPONSES) 68% 66% 55% Product plans or technical data 51% Pricing or financial data 49% Contracts, legal agreements BDM Base: BDM=78, TDM=85 53% 62% 57% 46% 44% Sales or marketing Product design plans schematics/CAD or Computer-aided design/CAM Drawings TDM www.krcresearch.com And the vast majority of information is contained in standard Microsoft Office documents such as Word, Excel, PPT, etc. Q9. IF SAID YES TO ANY OF THE CHOICES IN Q8, ASK: When your department (BDM) (company, TDM) communicated this information using these collaboration tools, was the information contained within standard office based documents such as Word, Excel, PowerPoint, etc? BDM TDM Definitely not, Don’t know (VOL.), 2% 6% Probably not, 6% Definitely not, Don’t know (VOL.), 3% 7% Probably not, 4% Yes, definitely, 48% Yes, probably, 39% Yes, definitely, 56% Yes, probably, 31% Total Yes: 87% Base: BDM=67, TDM=75 www.krcresearch.com Detailed Findings Maintaining Security www.krcresearch.com While most think publicly available tools are secure, only about a third are sure and almost as many feel they are insecure; Interestingly, TDMs are more likely to feel strongly that they are secure compared to BDMs Q10. Thinking about the list of collaboration tools we have been talking about these last couple of questions (READ LIST FROM Q6), do you consider these tools to be secure? Total Think Secure Total Think Not Secure BDM 22% TDM 28% -17% -5% -22% Definitely not -6% 27% 51% 37% Probably not Yes, definitely 35% 78% 72% Yes, probably BDMs who rank above the director/manager level, 62%, are less likely than lower ranking BDMs, 87%, to believe public tools are secure Base: BDM=78, TDM=85 www.krcresearch.com TDMs especially are concerned about the use of publicly available tools to send confidential information Q11. How concerned are you about people within your department (BDM) (company, TDM) using these types of collaboration tools (READ LIST FROM Q6), to communicate confidential or sensitive information outside of the company? % Total Unconcerned about publicly available tools BDM 43% TDM 27% -30% % Total Concerned about publicly available tools -13% -22% Not concerned at all -5% 18% 31% Not too concerned 58% 40% 41% Very concerned 72% Somewhat concerned BDMs who rank above the director/manager level, 73%, are more likely to be concerned than lower ranking BDMs, 50% TDMs at companies with revenue above $250 million are more likely to be concerned, 86%, than those at companies with less revenue, 66% Base: BDM=78, TDM=85 www.krcresearch.com Nearly all report that their organizations have and frequently implement policies to control confidential information Q12. To the best of your knowledge, does your company have a specific policy about controlling the distribution of confidential or sensitive information to third parties such as designers, foundries, test, packaging, contract manufacturers, etc.? % Total Yes BDM 84% TDM 85% 7% 91% Q13. IF YES: In your estimation, how often would you say this policy is actually implemented? % Implemented Every time/Frequently 95% Base=91 Yes, definitely 8% 93% 87% Base=93 Yes, probably www.krcresearch.com And these policies are most commonly designed by legal departments and CIOs, with the security office, managers and engineers playing secondary roles Q14. Please tell me how involved you believe each of the following individuals or departments are with the development of your company’s proprietary information disclosure policies regarding third parties. (READ AND ROTATE LIST) Legal Department 20% 16% CIO Security Office TDM Design Engineer 32% 36% 28% 28% 27% 30% 54% 56% 41% 40% BDM Lead Engineer 24% 15% 20% 17% 56% 58% Project Managers BDM TDM BDM TDM Very involved 37% 36% 35% 39% BDM BDM TDM TDM 30% 30% BDM TDM Somewhat involved www.krcresearch.com It is unusual for a companies’ proprietary information to be used inappropriately by a third party and when it happens, few report significant financial impact Q15. To the best of your knowledge, has any of your company’s proprietary information ever been inappropriately used by a trading partner or third party such as a contract manufacturer, foundry, design house, etc.? Q16. IF YES: How would you characterize the financial impact this incident or incidents had on your company? % Severe/significant financial impact -39% BDM -34% 8% 8% 13% Base=16 36% TDM -36% -46% Definitely not Probably not 4% 7% Yes, definitely Base=11 Yes, probably www.krcresearch.com One in three report that the proprietary protection policies of their companies impact the productivity of technical teams Q17. How would you characterize the impact of proprietary protection processes on the productivity of your design engineers, design managers, production managers and other valuable technical teams? % Total Impacted % Total Not impacted BDM 65% -49% -16% 6% 24% 30% TDM 63% -45% -18% 5% 25% 30% No impact at all Very little impact on their productivity Severe impact on their productivity Significant impact but not severe www.krcresearch.com Majorities believe that all of these potential functions would be or currently are valuable to their company, but overwhelmingly so for “being able to manage user access rights to sensitive documents” Q18. Please tell me how valuable you believe each of the following functions would be or currently are to your company. % Total Valuable The ability to manage user access rights to sensitive documents such as product plans, contracts, etc. The ability to encrypt email and/or IM messaging traffic between your company and suppliers 52% BDM’s 64% TDM’s BDM’s 30% TDM’s The ability to view whether suppliers, partners and internal employees are online or “present” for conversations, either phone, IM or email BDM’s TDM’s 28% 46% 28% 43% 31% 46% Very valuable 92% 68% 38% 28% 88% 36% 74% 71% 77% Somewhat valuable www.krcresearch.com Appendix www.krcresearch.com Business Decision-Makers Profile Revenue BDM Job Title BDM $150 to $250 million 51 C-LEVEL (CEO, CFO, CMO, ETC) 20 $250 to $500 million 12 Executive Vice President or Principal 3 $500 million to $1 billion 9 Senior Vice President or Vice President 9 $1 to $3 billion 9 Director or Manager 68 Over $3 billion 8 # Employees Don’t know/refused 11 500 to 999 59 1,000 to 2,499 9 2,500 to 4,999 17 Department Product development 24 5,000 to 10,000 3 Engineering 8 More than 10,000 12 Manufacturing 9 Operations 35 Supply Chain 8 Distribution 10 Warehousing 3 Logistics 3 www.krcresearch.com Technology Decision-Makers Profile Revenue BDM Job Title BDM $150 to $250 million 69 CIO 9 $250 to $500 million 7 CTO 1 $500 million to $1 billion 5 IT department heads 30 $1 to $3 billion 8 56 Over $3 billion 2 IT middle-management (MIS mgr., IT director) Don’t know/refused 9 Enterprise Architects 3 Chief Security Officers 1 Involvement in company in overseeing or helping implement collaboration technologies Significantly involved 81 Somewhat involved 19 # Employees 500 to 999 73 1,000 to 2,499 11 2,500 to 4,999 3 5,000 to 10,000 5 More than 10,000 8 www.krcresearch.com