When was the last time you felt elated about using Microsoft Word, or Microsoft Outlook, or any of the products in the Microsoft Office Space? Never.
Cue classic Office Space printer demolition scene
All of these products were built with an utter disregard to the user experience, much like printers, much like phones in the pre-iPhone era. All of these products have widespread usage within the enterprise but much like the DMV, don’t seem to give a crap about their users’ experience. But that was before the iPhone. The iPhone taught us was that if we build an exceptional product for users, the enterprise is within reach. Focus on the user and the rest will follow.
- Both Slack and Quip are meant to operate in a Post-PC world.
- Both Slack and Quip are mobile-first, making their usage on iPhones and iPads as efficient as using them on the desktop.
- Both Slack and Quip will eventually take on Microsoft Office if they execute well – Quip, by recreating the killer apps (Word and now spreadsheet) as well as the newsfeed (collaboration) while Slack started with messaging and is now moving to own killer apps like document editing and in the future “calendars and task management.”
Jessica Lessin at The Information, seems to think that Slack and messaging apps’ hype is overrated. But I think she’s missing the bigger picture that Slack and Quip are both not just about messaging.
Be leery of products that tout their better messaging experiences. As Arjun Sethi, co-founder of MessageMe who just joined Yahoo told me: “Messaging is secondary. The primary use case cannot be messaging.”
Agreed. But I think in both cases, Slack and Quip, it’d be inaccurate to think their ambitions are relegated to messaging. Office made Bill Gates the richest man on the planet because of the platform they created.
A platform whose crown jewels thus far remain:
- Killer apps
- Documents and spreadsheets (Word and Excel)
- Presentation (Powerpoint)
- the dots that connect them
- Email / collaboration (Outlook and OneNote)
That is all there is to this cash cow, the killer apps and the dots that connect them. For Facebook it’s photos and the feed; for LinkedIn, it’s jobs and their enterprise product; and for Apple it’s the Camera and the Phone.
Interesting to see that all of Microsoft’s office products hinged on the ability for people within an organization to collaborate and I believe this fundamental secret sauce is under attack with products like Quip, Slack and Evernote.
Both Slack and Quip, aim to recreate that dynamic from the ground up in a mobile future that Microsoft frankly does not own nor lead anymore. Quip has created the post-PC version of killer apps that drives work. I wouldn’t be surprised if they built the rest of the killer apps mentioned above (they just launched spreadsheets as a premium feature), should they find a demand for it. And once they create the suite, the superior product experience will drive large teams and enterprises to ask for “Quip Inside” to their IT teams, the same way we bugged our IT teams about switching us from Blackberries to iPhones. And we saw how that played out.
What do you think is Slack and Quip’s potential? Are they overhyped?
Postscript: There are others who are also jostling within this space, like Asana (which aims at collaboration from to-dos) and Evernote (which aims at it from note taking), and as someone who has tried the product I find Quip extremely addictive for an Enterprise product and I’ve heard the same about Slack from startups and friends who have been using them. Box and Dropbox are two other pieces to this puzzle from a server side, with Box playing the LinkedIn to Dropbox’s Facebook.
But make no mistake, what we are seeing right now is the Unbundling of Microsoft.