Inside UP : ICT4D

MultiPoint and the Simplicity of Sharing

jamesu — Wed, 25 Mar 2009 03:19:48 GMT

Sometimes the best ideas are the simplest ones.

In emerging market education, there has been so much energy and discussion spent on attempts to make computers affordable enough so that every kid can get their own computer. But for 99% of students in the world, is this ever going to happen in their lifetimes? Just do the math. There are 1.8 billion children in the world under the age of 15, and last year the OLPC shipped around 570,000 units, hitting .03% of this population. I am not trying to pick on our friends in Cambridge – I am a strong supporter of their work -- but countries like India have an annual education budget under $600 per student per year, and this includes feeding them lunch every day. There is simply not enough money in most parts of the world to get every kid their own computer.

What if we came up with low cost ways for children to share a computer within a classroom setting? This is the goal of Microsoft MultiPoint, a technology that enables multiple children to share a PC by providing each one with a computer mouse and a unique cursor visible from a single shared computer screen. MultiPoint includes a software development kit that enables programmers to build new applications that take advantage of this screen and mouse sharing capability. We often see MultiPoint used in classrooms where a PC is connected to a projector, and all of the children sit at their desks with a computer mouse and participate in a collaborative learning application or game.

To get a sense for this, we have a new video from the Philippines that shows MultiPoint in action. Educators see it as an immediate and cost effective way to scale the use of computers in a classroom setting in an environment of limited budgets. Check it out.

This is a technology that has been around for a couple of years but is starting to gain some new momentum through some creative partners of ours. In South Africa, we work with a company that manufactures the AstraLab “Compujector”, a combination PC and projector in a hardened and secure case that works really well for MultiPoint scenarios.

For developers, we have a new version of the MultiPoint SDK available this week. You can download the SDK and some technical whitepapers from the UP website. There is also a new video with Kentaro Toyama and the team demoing the SDK up on Channel 9.

But releasing an SDK and driving adoption are two different things. In order to kick start the development of MultiPoint applications, we created a MultiPoint contest as part of this year's Imagine Cup in Cairo later this summer. So far over 2,600 engineering students from around the world have registered for the contest, and we cannot wait to see the fruits of their labor as the Imagine Cup judging rounds begin next month.

In emerging markets, we often see people sharing assets in creative and sensible ways that we don’t always appreciate in countries like the United States. For most schools with limited budgets, it makes the most sense for children to share the small number of PCs found in the classroom. It is a simple idea that works.

Gladys!

jamesu — Mon, 09 Feb 2009 23:14:32 GMT

Gladys Kenfack is a pretty remarkable person. She works on the UPG team where she owns our strategy for web and digital marketing. She owns more than just the strategy because she does the actual work as well. She grew up in Cameroon, went to college in the US, and then worked as a software test engineer here at Microsoft for 5 years before joining the UPG marketing team this past fall.

Her personal story is so interesting that Marie Claire magazine is running a profile on her this month. You can read it here. They compare her with women who went on to become, among other things, race car drivers and novelists. Gladys’ passion is the social enterprise, and she does a great job combining her marketing skills, her technical skills, and her family background from Africa to help keep us honest here in Redmond. It’s one thing to talk about building technology that is relevant in emerging markets, Gladys simply knows what can and cannot work. We are very lucky to have her on the team.

“Phone First” in Boston

jamesu — Sun, 25 Jan 2009 05:41:58 GMT

Last month I had the opportunity to attend NextLab 2008: Designing Mobile Technologies for the Next Billion Users. It was a one-day conference at the MIT Media Lab involving projects from an interdisciplinary class there focused on how to apply cell phone technology to help create social and economic opportunity for poor people throughout the world. In UPG, we call these “phone first” applications, and it is an area of keen interest to us. I was invited by Sandy Pentland, one of the faculty advisors of this class; he also works with the Next Billion Network at MIT.

There were seven projects showcased at the conference, ranging from supply chain distribution to healthcare to the seemingly-ubiquitous “use a phone to help a farmer get crop prices” scenario. All of these projects featured a combination of the creativity and energy of students paired with the real-world requirements of an NGO. The projects were conceived and designed in the fall and are going into pilot in the spring. You can learn more about the class here.

My favorite project is the “Boston Baby Blog”, an application where health care workers use an SMS based notification network to share baby care information with low income families who don’t necessarily surf websites on PCs but who definitely use text messaging. It’s the sort of application we talk about deploying in places like Africa, except it is being deployed right here in the US! Rashni Melgiri, a second year student at Sloan, explains the project:

Another project called MoCa involves the use of cell phones as a diagnostic tool to extend the reach of doctors and nurses well beyond a single medical clinic. Here is Clark Freifeld explaining how it works:

As part of the class, each team of students had to create a video explaining their project. I’ve embedded a link to each project along with a brief description of each as well. Most of these are just now entering field trials, and it is too early to determine the long term impact they will have. But if you are interested in ICT4D, and in particular the use of cells phones in this field, then you will be hard pressed to find a better collection of scenarios that demonstrate the promise that phone-based applications can have as a tool for advancing social and economic opportunity.

M-Commerce
This project involves an application that enables a small store or reseller in a village in India to use a cell-phone to reorder commonly stocked goods from a wholesaler or distributor. It consists of a little database on the phone and an SMS fulfillment system.

Final Video from Kady Buchanan on Vimeo.

MoCA
”Mobile Care” is an application that enables field medical workers to record symptoms on a phone using forms, voice annotation, and photos, and then submit them to a health clinic for a nurse or physician to review. It is similar to a project UPG piloted with midwives in Uganda.

Final Video from Elliot Higger on Vimeo.

Fighting Farmers
This is an agricultural extension application being tested in Zacatecas, Mexico. It enables farmers to upload crop pricing data in order to access a database of historical and local pricing information and trends.

Final Video from Paul Moore on Vimeo.

NextMap
This is an application that lets people use an SMS message to report a locally occurring incident, and the report is then uploaded to a server where it mapped. Key scenarios for this include disaster response (e.g., “the people upriver are reporting flooding!”) or the tracking of environmental incidents. This project is similar to Project Butterfly from the students in Indonesia who won the Image Cup UP award last summer. And parts of NextMap run on Windows Mobile!

Disaster Management and Innovgreen Overview from Disaster Management on Vimeo.

Fellows Forum
This is a web and SMS-based social network for college students who have received grants from the Telmex foundation. Almost all of these students are poor and from developing countries, and the application gives them a way to connect with each other.

Final Video from Julianne Palazzo on Vimeo.

Multi-Level Marketing
This is a microfinance application in Ecuador that uses SMS as a networking and customer acquisition tool in a loan application process.

Get New Money Demo Video from Josh Kirchmer on Vimeo.

The Boston Baby Blog
My favorite application at the show involved a solution targeting a problem right here in Boston Mass. The Boston Baby blog is an SMS texting service that enables the city to communicate information around important parenting and healthcare milestones to low income parents of newborn children. They observed that many low income parents in Boston didn’t have computers or visit websites, but they all seemed to have cell phones and use text messaging. It’s a great example of a phone first scenario right here in our country.

Baby Blog Final from Javier Smith on Vimeo.

Paul Polak and the Art of Listening

jamesu — Thu, 20 Nov 2008 01:56:52 GMT

Paul Polak is a hero of mine.

He created a nonprofit organization called International Development Enterprises (IDE) and spent 25 years there developing creative ways to make poor people in Asia and Africa less poor. His specialty is developing sustainable tools that rural farmers earning $2/day actually buy in order to increase the amount of cash they generate; his approach is to spend an intensive amount of time in the field listening to these types of farmers in order to truly understand what they need; and his results have been amazing. His organization developed and marketed something called a treadle pump, a low cost human-powered $25 pump that made it easier for subsistence farmers to grow lucrative off-season vegetables by simply tapping into the water table that lay 15 feet beneath their feet. IDE has sold over 2 million of these pumps to some of the poorest people in the world, and almost all of them achieved a payback on their investment in a matter months, lifting their families from $2/day to $5/day in the process. What’s cool about Paul’s approach is that he didn’t just invent a pump, he created a complete ecosystem of local manufacturers, distributers, and marketers that figured out everything they needed to do in order to connect with local people and sell a product on local terms that could transform the lives of poor people. IDE is now a 500 person organization chugging along on its mission of helping the rural poor.

Paul’s Book, Out of Poverty, is required reading for anyone working in the International Development or ICT4D spaces because it lays out a fact-based model for managing projects that achieve their desired impact. Heck, it should be required reading for anyone in business because, well, it lays out a fact-based model for managing projects that achieve their desired impact.

Paul visited the Microsoft campus on Monday and gave a talk about his work. So what does a 75 year-old ex-psychologist, businessman, NGO-founder, and author do as a next step in his life? Why, start two new companies, of course! One of them is the design firm D-Rev that helps multinationals in designing products for poor people. The other is a firm that is developing its own products to take to market. The photo above shows Paul describing the concept behind one of his new company’s products in the speech he gave on Monday.

During his talk, he described his “Don’t Bother Trilogy” of rules that you absolutely need to do in creating a business case for a product targeting people living at the bottom of the pyramid. He calls them this particular name because if you don’t do them, then don’t bother proposing the project to him.

Go out and talk to at least 25 poor people in your target market, and spend at least four hours with each of them in order to truly understand what they need
Create a pricing and costing model where the poor people buying your product can achieve a positive return on their investment within three months of purchase
Select an idea with an addressable market of at least one million units

Clearly, the most important tool in his toolbox, the one he places the most value in, is the art of listening. Paul estimates that during his time at IDE he conducted 3,000 of these 4 hour interviews with farmers and their families in their homes and in their fields throughout the world. He actually videotaped most of these interviews and still has the tapes if any aspiring documentary film makers out there are looking for a new and interesting project.

After his speech on Monday, I had the chance to sit down with Paul and among other things discuss with him the art of listening within the context of developing new products. Here is a quick video where he describes how he went into the hills of Vietnam looking to sell drip irrigation systems but wound up getting into the pig business.

From his perspective, it comes down to making a human connection in a fact-based conversation that focuses on the outcomes that matter. For $2/day consumers, that outcome is increasing income.

So what does all of this have to do with Microsoft? Well here in the Unlimited Potential Group, we are trying to build technology products that target the specific needs of consumers in emerging market countries. We have to put ourselves in the shoes of the people we are trying to reach, and I have to tell you it is a really hard thing to do, especially from Redmond. Sure we have local employees and local partners who help us understand emerging market requirements, our research and user experience teams do various types of behavioral and ethnographic studies, and our product managers spend a lot of time on the road interviewing people and evaluating our various technology incubation trials (while taking lots of pictures and videos in the process.) Shown here is my colleague Alberto Martinez, who was with me in India 10 days ago when we were doing some consumer research there.

But it’s hard enough to get customer requirements right for products being launched in the US; getting them right from the US for products designed for customers in India and China adds a degree a difficulty that reminds me of the line from Ginger Rogers, where she said she had to do the same dancing Fred Astaire did, except she had to do it backwards while wearing high heels.

So it can be done, and Paul is helping us, oftentimes in ways that we didn’t initially expect. No, he is not teaching us how to dance backwards, but last summer he was a judge in the Imagine Cup Rural Innovation Awards and participated on the panel that gave the first prize to the kids from Indonesia and their Project Butterfly submission. After the contest, he gave us feedback that he didn’t see enough evidence of students actually listening to their target customers in the process of designing their submissions, so for this year’s UP award at Imagine Cup we are making a formal requirement that the submissions adopt Guidelines for User Centric Design and document the number and types of conversations they’ve had with their target customers.

(By the way, the entire 2009 Imagine Cup is organized around the UN Millennium Development Goals, which means 200,000+ college students around the world will be applying their energy and creativity in a competition addressing the world’s most important social and economic problems! It is an amazing idea and will occupy a big chunk of my 2009.)

Anyway, for marketers and product developers, doing a good job at the art of listening can make the difference between writing an interesting trip report and delivering a product that achieves real impact with measurable outcomes in a completely different part of the world. And this week many of us here at Microsoft had the chance to meet face-to-face with someone who demonstrates on a consistent basis that it can be done. So it was a really good week.

And Paul, I listened. :-)

The Real Problem With Windows AND Linux In Emerging Market Education

jamesu — Tue, 23 Sep 2008 17:05:30 GMT

The Ecosystem Impact of Affordable Computing

This is a post I've been meaning to write for a while.

This past spring Microsoft hired Vital Wave Consulting to create a five year Total Cost of Ownership (TCO) model to help us and our customers better understand the true cost structure for deploying large numbers of PCs into schools serving under-served student populations around the world. This is part of our goal to help transform education and is a hot topic these days in government circles.

You can find a copy of the Vital Wave paper here.

Among other things, we wanted to understand if Linux has a cost advantage over Windows when it comes to deploying large numbers of PCs into schools in emerging market countries. The study indicates that both operating systems have about the same TCO for these types of scenarios. Windows systems have a slightly higher up front purchase price, but this is offset by the hirer salaries required for Linux-skilled systems administrators in places like China and South America. So over a five year period, the total costs for a school system to deploy and maintain a large number of Windows PCs and Linux PCs are about the same.

Now before some readers of this run off and complain that this study is simply another example of Microsoft tech industry propaganda, please make sure that you read through the white paper that describes the model and and understand what it means. Vital Wave is a good company with smart people who have relevant experience in emerging market technology adoption, and they have done a thoughtful job in assembling their analysis.

For me, the huge, eye-opening takeaway from this work isn't that Windows and Linux cost about the same to put into school labs in poor countries, it's that the 5 year cost of ownership for doing so is about $2,700.

That's right, $2,700. At a time when the press likes to write about whether the $100 laptop costs $200 or $300, economists who live in the countries where these systems are being deployed went out, assessed actual computer implementations, and came back with an estimate that the actual 5 year ownership cost is about 10 times as much.

Kentaro Tamoya, who runs Microsoft's Technology for Emerging Markets lab in India, has observed situations where the cost of maintaining a PC in a rural village in India can run $100 a month.

Why so much? Well, machines break and need to be fixed or replaced (especially when they are used by kids). Teachers need to be trained. Software needs to be upgraded. Electricity can be expensive. These are the "laws of physics" involved in the deployment of large numbers of PCs and shouldn't come as a big surprise for anyone who has deployed computers for big enterprises. Simply because we are now deploying computers to a large number of rural locations doesn't make these laws of physics go away, in fact it can make them worse because in addition to the traditional fixed costs of computer deployments you now need to deal with environmental problems (heat, dust, rodents) and infrastructure problems (things like occasional 1,000 volt surges in power grids).

Don't despair though, because there is hope. Because the same techniques that enterprises developed in the last decade to drive down computer ownership costs to under $1000 over 5 years can be applied by school districts for their PC deployments. No one is disputing the power of computers as learning tools in the hands of children, the challenge is to drive down their costs, especially after the initial acquisition.

Erika Twani, who leads Microsoft's Unlimited Potential efforts targeting poor schools in Latin America, recently co-authored an academic paper that explains how to do this. Their approach is to take the Gartner Group's infrastructure maturity model -- a technology management framework with four levels (Basic, Standardized, Rationalized, Dynamic) used by many enterprises to manage technology costs -- and apply it to schools. The authors even added a fifth level, the "Chaos" level, where

"there is no network infrastructure, management policies do not exist, and there is basic or very limited dial-up access to the Internet. This is a scenario where the dynamics of teaching and learning are reduced to the level of the individual in a disconnected school."

My assumption is that most of the schools surveyed in the Vital Wave analysis are "Chaos level" schools in terms of the sophistication of their IT infrastructure and ability to drive down deployment and maintenance costs. The schools bought PCs, put them in a classroom, and hoped for the best.

Erika and her co-authors go on to provide guidance on how schools can get out of this cost chaos:

How do you identify your school’s maturity level? What
are the milestones for each level? There are two simple
aspects to consider: the presence of a server and the level of
automation.

Server – the existence of a server is the milestone
between the Chaos and Basic levels. Without a server, it
is impossible to implement any kind of service
automation, security or management. A simple software
upgrade would require one workday for a small lab of
20 desktops.

Automation – the level of automation (need of human
intervention on a daily basis) defines the transition from
Basic to Standardized levels.

A server with an ordinary operating system and no
automation services requires approximately the same
work as needed at the Chaos level. However, the
simplest server currently in place is an advantage.

An effective operating system with resources of
recovery policies, desktop backup and security tools,
upgrades the IT to the Standardized level. This
requires only a few hours of maintenance per week.

Adding the functions of client management (software
distribution, asset management, desktop backups,
desktop management and configuration), network
anti-virus, and Internet firewall and filtering, upgrades
the school’s infrastructure from the Standardized to
Rationalized level. The need for human intervention
is reduced to a few hours per month.

And finally, by implementing an external data
warehouse or datacenter, the ICT infrastructure
reaches its highest level of maturity, the Dynamic
level. Services include disaster and recovery, remote
management, remote software distribution and remote
support.

This is the basic approach Microsoft is taking in our Unlimited Potential school deployments, teaching school districts and Ministries of Education how to take lessons learned from the enterprise and apply them to school labs, especially school labs in very remote and rural locations. Because these deployments won't work if we can't figure out a way to get ongoing ownership costs down to manageable levels.

The Delightful People from Aga Khan

jamesu — Wed, 13 Aug 2008 00:07:20 GMT

I had the opportunity to participate in a signing ceremony today between Microsoft and the Aga Khan Development Network, a group of agencies administering a broad set of programs in education, health, and social development. Shown here is a photo of Iqbal Noor Ali from Aga Khan along with my UPG colleague Michael Rawding.

The agreement between our two organizations involves a collaboration across a broad set of activities including education, youth empowerment, NGO/Civil Society capacity building, rural access, microfinance, and health. A key theme across all of these programs will be the appropriate and sustainable application of technology (see my previous post.) They are strong believers in achieving generational impact with their programs and understand the importance of local training, support and infrastructure.

In some areas like rural access, our collaboration has already begun.

I have to tell you, in a week where there was a great deal of tech industry rhetoric around the questionable motives of corporations participating in this space, to be in the presence of the people from Aga Khan was a refreshing change of pace. The dignity and thoughtfulness they used to describe their values and mission will stay with me for a long time. It was a personal reminder of why we do this work and the type of societal impact we can achieve. I am looking forward to working on these projects with them.

ICT4D Explained

jamesu — Tue, 12 Aug 2008 17:38:36 GMT

ICT4D, or "Information and Communication Technologies for Development" is the name for the multidisciplinary academic approach involving the application of high tech to address international development problems. Kentaro Toyama - who leads Microsoft Research's Technology for Emerging Markets (TEM) group in India - just forwarded around some pointers to a series of papers that appeared in IEEE's Computer June 2008 edition. These articles combine to serve as a great primer on the subject.

You can read an overview paper on ICT4D that Kentaro co-authored here, along with instructions on how to access the rest of the papers here. We are going to try to get permissions to host the papers on the UP website, so stay tuned.

Included in the papers is one the TEM team wrote with Rajesh Veeraraghavan from Berkeley. It provides an overview of some of the projects the lab is doing, including Digital Green (which it describes as "Farmer Idol"), and presents a model for the 5 stages of design that ICT4D projects seem to experience:

Wonder: Recognition of the size or severity of a particular
challenge in development and wonder that
the problem persists.
Exuberance: Excitement at devising an initial technical
solution.
Realization: Discovery of ground realities when the
initial solution doesn’t quite work and realization
that the real problem is elsewhere.
Adaptation: Creation of a new solution that solves
the real problem.
Identification: An identification with the user that
often explains the gap between exuberance and realization.

Kentaro always hammers us back in Redmond on the need to get out into the communities where these projects are being deployed in order to truly understand how the solution is (or is not) being used. Oftentimes what you think you are working on isn't the real problem that needs to be solved. The paper describes how the team evolved this model from experience in projects involving "textless" UI, micro enterprises, microfinance, social enterprises, and agriculture extension.

Another paper from Richard Heeks at the University of Manchester describes "ICT4D 2.0", a concept that reflects the importance of sustainability and relevance in getting these projects to succeed. These are lessons learned from over a decade's experience with these types of projects. In Heeks' view, ICT4D 1.0 involves primarily PC and landline- based solutions (usually rural telecenters) that encounter environmental issues (rodents gnaw cables, dust clogs machines) or relevance issues (if I live in a remote village, exactly who am I sending an email to?) He thinks a more accessible platform for these types of projects are low cost cell phones using SMS and messaging, community radio, and even community participatory video (like what is used in Project Green.)

Within the UP Group, we are strong believers in the importance of simple cell phones as a platform for these types of scenarios and have multiple projects underway in this space.

In other papers, Gary Marsden from the University of Cape Town discusses pragmatic design approaches for these low cost, "Phone First" applications that involve the creative application of Bluetooth, SMS, and phone UI. A team from the Technology and Infrastructure for Emerging Regions (TIER) group at UC Berkeley describes the sustainability issues they encountered in designing and deploying a series of remote eye care clinics in India.

If you want to learn more about ICT4D, these Computer papers are a great starting point.