Microsoft is caught in a reality-distortion field — Stowe Boyd -- Gigaom Research
People don’t want Word, Excel, and Powerpoint, per se. In fact, those apps are generally considered bloatware, with confusing, UX-challenged, and overwrought design. What people want is something that doesn’t exist, but which Google and Apple are moving toward. People want to be able to view, edit, and create documents that are largely compatible with the de facto core standard of Office documents, the basic 20% of the three apps. And they want those documents to be sharable with other people, no matter what solutions those other people are using.
The big shift here is that in this era, the hegemony of Office is not going to dictate hardware decisions. People won’t put up with the limitations of Windows-based tablets from Microsoft or Nokia because they are the only place to get full-fidelity Office. And the simple reason is that people don’t want full-fidelity office, really.
Our work communications have moved outside of the interior of documents. The pattern of reviewing a Word document with internal comments and tracking changes is being displaced by external comments — in a work media tool (Yammer, Chatter, etc.) or in a social editing tool like Quip (see I want a social editor, but Quip isn’t there quite yet) or Draft (see Draft is a small and simple co-editor). In the heyday of Office, email with attachments was state of the art. Microsoft has acquired Yammer and moved Office to the cloud with Office 365, but they haven’t seen the change that is going on the perimeter of their model of office work.
So Frank Shaw is saying that Microsoft — at least under this CEO — is still fighting the last war for office productivity, while the world has moved on to a new form factor for work, where the social interactions of people cooperating are not concealed inside documents, but are instead mediated outside of them. And, as a result, the documents themselves can be much simpler in their internal architecture. We are relying on social architecture, now, instead.