By: on December 5th, 2012

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Big Data, Operation Narwhal, Project Orca and the Election of a President

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OK. We all swore on Election Day that we didn't want to hear one more word about anything to do with the Presidential election. Living in a swing state (Virgina), we were treated to an endless onslaught of horrendous negative ads from both candidates, plus at least 5-10 robo calls per day.  The calls were not lost on kids as young as first graders.  A friend of ours who teaches first grade reported that a student came in one morning, very excited, and reported, "Ms. Willis, you won't believe it. We got a personal phone call at home last night from BOTH Mitt Romney and Barack Obama."

There is a story, though, that still needs more coverage.  And that story is the role that technology played in the election.  More specifically, how social technologies, big data, text analytics, and the integration of all of the above with plain old feet on the ground impacted the election.

One thing is clear regardless of political preference, the Obama folks ("Operation Narwhal") outplayed the Romney folks ("Project Orca").  Per Jed Wylie, couple of data points to consider:

  • Obama – 33 million Facebook likes and 23 million Twitter followers.
  • Romney – 12 million Facebook likes and 1.7 million Twitter followers.
  • Obama ran an email marketing campaign which had a list of 13 million highly targeted people on it.  He emailed 20 times more than Romney and his open rate was 10.7% as compared to Romney’s 6.4%.

But the story goes beyond this.  The full story includes the marriage of analytics, email marketing, social presence, and execution in the field via mobile technologies.  I should also say that this post is NOT intended as a political post, but as a TECHNOLOGY post. Friends that know me know that I have THE most dysfunctional and schizophrenic presidential voting history imaginable. [Hint: I voted for John Anderson in 1980.]

Last week, AIIM's Executive Leadership Council enjoyed presentations focused on Big Data, and more specifically, the intersection between execution and analytics.  These presentations (along with a previous set in Europe), will be the basis for a white paper early next year. (Click here for a copy of our white paper on consumerization of IT, C-Change: The Impact of Consumerization of IT.)

All this Big Data talk got me interested in finding more about what actually went on in the Presidential election. Here are few of the best stories I have found.  Enjoy.  If I've missed a good article, post the link in the comments and I'll add it to the original post.

The Narwhal and the Orca - O'Reilly Radar -- 11/26/12

Best line:  "If you follow technology, you don’t have to read between the lines much to realize that Narwhal embodied the best of the DevOps movement: rapid iteration, minimal barriers between developers and operations staff, heavy use of “cloud” technology, and constant testing to prove that you can handle outages and heavy load. In contrast, Romney’s Orca was a traditional corporate IT project gone bad."

When the Nerds Go Marching In -- The Atlantic -- 11/16/12

This article by Alexis Madrigal is the most detailed analysis I've seen of the Obama efforts.

Best line: "Orca was supposed to be the Republican answer to Obama's perceived tech advantage. In the days leading up to the election, the Romney campaign pushed its (not-so) secret weapon as the answer to the Democrats' vaunted ground game. The billing the Republicans gave the tool confused almost everyone inside the Obama campaign. Narwhal wasn't an app for a smartphone. It was the architecture of the company's sophisticated data operation. Narwhal unified what Obama for America knew about voters, canvassers, event-goers, and phone-bankers, and it did it in real time. From the descriptions of the Romney camp's software that were available then and now, Orca was not even in the same category as Narwhal. It was like touting the iPad as a Facebook killer, or comparing a GPS device to an engine."

ORCA, meet Narwhal. This is how it's done. | RedState -- 11/9/12

Best line: "The Democrats’ Operation Narwhal had fields offices and volunteers locally in each of the 50 states.  While many Republicans laughed at the Obama Event Registry, and “Have dinner with Michelle and Barack,” the Democrats were collecting email addresses and demographic data so that they could target people with specific emails on specific issues.  On election day, they turned out the vote. And the Republicans, we got ORCA.  Beaten and eaten by a grown-up Flipper."

Obama’s White Whale -- How the campaign’s top-secret project Narwhal could change this race, and many to come -- The Slate -- 2/15/12

Note the date on this post.  Sasha Issenberg wins my "pre-cog" (for Phillip Dick fans) award.

Best line: "This year...as part of a project code-named Narwhal, Obama’s team is working to link once completely separate repositories of information so that every fact gathered about a voter is available to every arm of the campaign. Such information-sharing would allow the person who crafts a provocative email about contraception to send it only to women with whom canvassers have personally discussed reproductive views or whom data-mining targeters have pinpointed as likely to be friendly to Obama’s views on the issue. From a technological perspective, the 2012 campaign will look to many voters much the same as 2008 did...This year’s looming innovations in campaign mechanics will be imperceptible to the electorate, and the engineers at Obama’s Chicago headquarters racing to complete Narwhal in time for the fall election season may be at work at one of the most important. If successful, Narwhal would fuse the multiple identities of the engaged citizen—the online activist, the offline voter, the donor, the volunteer—into a single, unified political profile."

The day a Narwhal killed an Orca -- 11/9/2012

This piece is by a Republican poll watcher and describes the problems experienced in the field by those trying to use Orca.

Best line:  "In theory, on Election Day we would be using using tactical nukes against Narwhal's ground troops. They would never know what hit them. In practice - as first tries of technologically complicated systems usually are - Orca was a disaster."

Everything We Know (So Far) About Obama’s Big Data Tactics -- ProPublica -- 11/29/12

Good background on the integration of public consumer behavior databases with voting records.

Best line: "To pinpoint voters who might actually change their minds, the Obama campaign conducted randomized experiments, Slaby said. Voters received phone calls in which they were asked to rate their support for the president, and then engaged in a conversation about different policy issues. At the end of the conversation, they were asked to rate their support for the president again. Using the results of these experiments, combined with detailed demographic information about individual voters, the campaign was able to pinpoint both what kinds of voters had been persuaded to support the president, and which issues had persuaded them."

Obama's 'Moneyball' campaign - Washington Post -- 11/12/2012

Article is by Marc A. Thiessen from the American Enterprise Institute

Best line: "How on earth did Barack Obama, the community organizer, harness the power of data in the 2012 election like a Bain Capital numbers-cruncher, while Mitt Romney’s data-mining effort crashed and burned like, well, Solyndra?...In the coming months, Republicans will spend a lot of time studying why they lost and debating whether they should reposition themselves on issues like immigration. Those are discussions worth having. But they won’t matter one iota if the GOP can’t find a way to join the Democrats in the information age. In 2012, the Republicans were like a bag phone to Obama’s iPhone — when they needed to be a Samsung."

Inside the Secret World of the Data Crunchers Who Helped Obama Win -- 11/7/12

Best line: "But from the beginning, campaign manager Jim Messina had promised a totally different, metric-driven kind of campaign in which politics was the goal but political instincts might not be the means. 'We are going to measure every single thing in this campaign,' he said after taking the job. He hired an analytics department five times as large as that of the 2008 operation, with an official 'chief scientist' for the Chicago headquarters named Rayid Ghani, who in a previous life crunched huge data sets to, among other things, maximize the efficiency of supermarket sales promotions."

Under the Hood of Team Obama's Tech Operation -- Mother Jones -- 11/15/12

Best line: "Using digital analytics, Team Obama was likewise able to squeeze every last cent out of supporters in ways unimaginable only four years ago. In 2008, with the help of a Google alum named Dan Siroker, the campaign had begun using A/B testing—sending variations of an email or a web page to different groups of people to measure the relative effectiveness of each. In the latest election cycle, that ethos extended to pretty much everything the campaign did, from fundraising emails (sent out in 26 varieties and then analyzed for patterns) to the online donation landing page. By turning its donation process into four steps instead of a single long form, the campaign boosted fundraising from its donations page by 15 percent."

Nate Silver's Five Thirty Eight blog has a host of data-centric posts on politics.  Worth looking at.

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Click here for a copy of our white paper on consumerization of IT, C-Change: The Impact of Consumerization of IT.