Union Bank of Switzerland - SwarmCreativity in Industry

My first contact with the power of COINs at Union Bank of Switzerland had come with the development of the UBS Intranet. I was a software manager and had started my own “skunk works” to create the “Bank Wide Web” for information sharing within the bank. At first, my boss frowned upon the idea of using an “academic” system – in this case the World Wide Web, which was not nearly as ubiquitous as it is today – for productive business-critical applications, and wanted me to use a commercially available document management system. But I hired a summer intern from the Massachusetts Institute of Technology, who built a prototype and made an evaluation comparing the two systems that clearly pointed out the advantages of the Web.
Still, my boss was reluctant. What finally turned him around was a symposium he attended of IT industry analyst Gartner Group. Gartner strongly recommended using the Web for information sharing. My case was supported by the fact that by then the U.S. arm of our company had already started to deploy the Web internally. Suddenly, I was getting complaints for being too hesitant in rolling out the Web! After about six months, the Bank Wide Web was officially approved and first converted into a project team, and later into an official business unit.
As is typical with COINs, the lifecycle began with an informal group of people sharing the same goal and vision. The hosting organization only acknowledged the value of its COIN after external recognition. Once the organization hosting the COIN recognizes its value, the COIN was converted into a sanctioned organizational form.
As the team was working on the Bank Wide Web, we would also go out to lunch together or engage in other joint social activities. When we were having lunch or drinks in a restaurant, we would talk frequently about the latest technical developments of the Web and of Java, furthering our knowledge and learning from each other. This built up a high level of mutual trust, so that we would discuss more personal matters such as external job opportunities of interest to a team member.
Because of our excitement, we acted as ambassadors, seeking to persuade the rest of the bank to start using the Web. Because we were convinced of our cause, we acted as efficient communicators. Rather than trying to reach as many people as possible, we tried to reach the right people, knowing that the quality of interactions is more important than the quantity of contacts made – after all, networking is not an end to a means, but a means to an end. Just getting to know other people for the sake of knowing more people is not much help in disseminating new ideas and might even be counterproductive. Not every innovator is a natural salesman who can easily approach strangers, turning them into close friends in the course of a conversation. Not all members of a COIN are born communicators, but in an effective COIN all members become missionaries. The rapid distribution of the new idea is a consequence of the power of the communal vision that cyberteam members radiate and transmit to their environment. If people are fully convinced of the merit of the new idea, they act as communicators and ambassadors for their COIN.
An even deeper lesson into the workings of COINs came later at Union Bank of Switzerland, with the development of the Interoperability Service Interface (ISI). The bank’s goal was to change the IT system to be able to store all banking transactions in non-condensed, so-called “atomic” format over a period of five years. Previously, data had been compressed to show only the last few transactions and the current balance. On a more technical level, in the current IT system, data was accessed directly on the record level, meaning that the specific format and location of the data needed to be known to the application programmer. This not only required that the data access routines be rewritten for each new program, but far worse – if the data format changed, all the computer programs accessing the data had to be changed, too.
When I joined UBS, my predecessor had already begun to look at a promising new technology called CORBA (Common Object Request Broker Architecture). But this technology was then still considered to be too immature and risky for use in a high-security environment such as the transaction backbone of a large bank. When I took over the project, my predecessor as project leader convinced me of the advantages of the CORBA concept over more conventional approaches that UBS was pursuing at that time. So, we embarked on an internal marketing campaign, trying to convince senior management of CORBA’s advantages. In different senior management meetings, I introduced the concept to my direct boss, his boss, and his peers. I also asked a colleague to build a proof-of-concept prototype. In a few weeks, he built a prototype compiler for the system we were proposing. This was something quite unconventional for a bank, as banks usually are fine to build their own transaction processing systems, but do not want to develop in-house tools for building transaction-processing systems. It was as if in building a house we didn’t just dig a hole and put up concrete and brick walls, but first built the excavator to excavate the construction site and then concrete mixer to mix our concrete. But as there was no excavator and concrete mixer available for CORBA at UBS, we had no choice but to build our own. As the first prototype worked quite well, I was allowed to hire a small team of contractors, soon to be reinforced with internal IT staff, to build a production system of our excavator and concrete mixer for CORBA.
Over the course of two years we successfully introduced Interoperability Service Interface (ISI) as a homegrown version of CORBA at UBS. ISI has been well accepted at UBS, and it has even been marketed outside of UBS to other financial institutions as a commercial product.
Through the ISI project, we learned the valuable lesson that COINs drive collaborative creativity. The main reason for the success of ISI was the availability of a large pool of potential members of COINs all sharing the creator’s genes at UBS. There was a culture of openness towards new ideas. And this culture was not just internally known, but UBS had a built an external reputation as a successful adopter of leading-edge technologies. The IT department of UBS at that time even had its own applied IT research lab, where a University of Zurich professor on leave, together with a dozen researchers, was studying the applicability of groundbreaking computer science research results to the banking environment. Later, this professor actually moved into mainstream software application development at the bank, becoming a senior vice president and the head of the overall software application development department. This meant that we were able to build on a large pool of talented, motivated, and creative software engineers to recruit members for our “grassroots” project. UBS’s reputation as a successful adaptor of “cool” new technologies had brought together enough people sharing the “creator’s genes”: the willingness to take risks and invest working time and personal reputation into a new task outside of conventional territory.
We were forming a COIN, a team of people totally committed to the ISI concept. Our goal was to make ISI the main “glue” that would link together the distributed applications of UBS. We were also lucky in that timing and technology were right: The CORBA technology at the core of ISI was about to leave the “hype” stadium and to become really useful in a high-security production environment. There were now enough parts vendors of “nuts and bolts” for UBS to comfortably build its own concrete mixer and excavator!