Recently my partners and I spent some time discussing three of our recent investments – Spanning, Yesware, and Attachments – which are each applications built on top of Google Apps. Specifically, they are built for Google Apps and available in the Google Apps Marketplace or the Chrome Web Store.
Each company is going after something very different. Spanning is all about cloud backup. Attachments is all about getting control of your email attachments. And Yesware is “email for salespeople.” However, they have one very significant thing in common – they are all deeply integrated into Google Apps. In our thematic definition, they are in the Protocol theme.
The Google Apps ecosystem snuck up on us. We have all been hardcore Google Apps users for the past year and are psyched and amazed about all the easy integration points – both into the browser and the various Google Apps. In the past, we would have been more focused on “email as a datastore”, which would have resulted in multiple platforms, including of course Outlook / Exchange and IMAP. However, the pace of iteration on top of Google Apps, and the ease of integration is spectacular when compared to other platforms.
Notably, when the choice of building for Outlook vs. Google Apps comes up, many people who I know comes down strongly on the side of building for Google Apps. Their mindshare for cloud based business apps far outpaces Microsoft. A decade ago, Microsoft made a huge push with Visual Basic for Applications and the idea of “Office as a Platform” and – while plenty of interesting tech was built, something happened along the way and the notion of Office as a Platform lost a lot of visibility.
Theoretically Microsoft’s huge installed base of Outlook / Exchange users should drive real ISV integration interest, but the friction associated with working with Microsoft seems to mute the benefit. And – if you’ve ever built and tried to deploy an enterprise wide (say – 100,000, or even 1,000 seat) Outlook plug-in – well, I feel your pain. It’s possible that with Office 365, Microsoft will re-energize focus on Office as a Platform, but I haven’t seen much yet.
While Google has been building this all very quietly, I’m extremely impressed with what they’ve done. Companies like Yesware are able to release a new version of their app to all users on a weekly basis. For an early stage company that is deep in iterating on product features with its customers, this is a huge advantage. And it massively simplifies the technology complexity to chose one platform, focus all your energy on it, and then roll out other platforms after you’ve figured out the core of your product.
I expect to see versions of each of these products expand to work with Microsoft – and other – ecosystems. But for now, the companies are all doubled-down on Google Apps. And I find that very interesting.
I find it endlessly entertaining that people say things like “I don’t need to back up my data anymore because it’s in the cloud.” These people have never experienced a cloud failure, accidentally deleted a specific contact record, or authenticated an app that messed up their account. They will. And it will be painful.
I became a believer in backing up my data when I was 17 years old and had my first data calamity. I wrote about the story on my post What Should You Do When Your Web Service Blows Up. I’ve been involved in a few other data tragedies over the past 28 years which always reinforce (sometimes dramatically) the importance of backups.
We recently invested in a company called Spanning Cloud Apps. If you are a Google Apps user, this is a must use application. Go take a look at Spanning Backup for Google Apps – your first three seats are free. It currently does automatic backup of your Google contacts, calendars, and docs at an item level allowing you to selectively restore any data that accidentally gets deleted or lost. I’ve been using it for a while (well before we invested) and it works great.
I’ve known the founder and CEO, Charlie Wood, for six years or so. Charlie was an early exec at NewsGator but left to pursue his own startup. I came close to funding another company of his in the 2005 time frame but that never came together. I’m delighted to be in business with him again.
Don’t be a knucklehead. Back up your data.