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The future of collaborative work
              and its tools
      Directorate General of Citizen Attention
             Government of Catalonia
                                                                 Barcelona, July 2010
      Legal notice
      This work is subject to a Creative Commons Attribution 3.0 licence. It allows the reproduction, distribution, public communication and transformation to generate a derivative
      work, without any restriction providing that the author is always cited (Governtment of Catalonia. Presidential Department) and this licence does not contradict any specific
      licence that an image within this report might have and the rights of the image prevail. The complete licence can be consulted at
      http://creativecommons.org/licenses/by/3.0/legalcode
1
Table of contents



    Introduction
    Methodology and results
    Conceptualisation
    Trends
    Internal analysis
    Benchmarking of tools
    Conclusions



2
Introduction

         The use of current technology, web-based platforms, social software and collaborative
         environments and their mushrooming in society are having far-reaching changes on the way
         people work and produce, how we learn and relate to each other and to our environment. The
         new knowledge economy will transform public and private organisations forever in a necessary
         adaptation to the new technological contexts, the processes involved and the values that they
         foster.

                                                                                     Sociocultural pressure constitutes a
                                                      Sociocultural                  driving force for change for today’s
      The development of technologies is driving a      Transformation             organisations. The way that individuals
     cultural change based on the collaboration of
                                                                                   relate to the organisations where they
    social networks, active participation and a new
                                                                                  work, to the products that they consume
    way of understanding knowledge management.
                                                                                  and to the providers of the services that
     At the same time, these new paradigms in the
                                                                                 they use is transforming the current model
      way we relate to one another are fostering a
                                                                                       of public, private and academic
       continuous evolution of the collaborative
                                                                                                organisations.
         applications and tools within our grasp.




                Technology                                                                Organisational
                                                                                                 Models

                                   This same technological development that is driving these
                                   changes enables organisations to consider the use of tools
                                    and strategies which until very recently did not exist or
3                                  were used for social, entertainment or restricted purposes.
Introduction


    The aim of this document is to analyse the trends in the development and
    use of collaborative tools by organisations, in their progress to productive,
    learning, management and relational environments more aligned with the
    requirements of the knowledge society.

    This document is a reflection on the use of the collaborative tools of the
    Government of Catalonia and compares current market trends with the
    analysis of the specific needs of the organisation in these types of
    environments.

    The conclusions set out at the end of this study may act as a guide to help
    with decision-making with regard to the technological, functional and
    organisational strategy of the Government of Catalonia in its role as leader
    in the application of technology in collaborative work.



4
Introduction and results

          From a methodology point of view, the study is focused through two
          perspectives which converge in the aims that we are seeking to
          achieve.

                                     Conceptualisation (prior)
         We have analysed the trends
         that mark the accelerated                                  • Categorised catalogue of tools
         development of collaborative
                                                                    • List or trends in collaborative
         tools and platforms within the      Trends                   work and their tools
         current global framework.
         They will mark the evolution     Looking outwards
         of these platforms and uses
         that we will make of them in
         the coming years.
                                                                         We will now look at the
                                                     Internal analysis   challenges facing
    • Metafunctions - Functions Table                   Looking at       organisations in the
    • Tools - Functions Table                                            knowledge society and the
                                                     the organisation    needs and specific situation
                                                                         of the Government of
                                                                         Catalonia.



5                     Conclusions and recommendations
Conceptualisation

    When we start analysing the collaborative tools and processes, we first need to
    define the different environments, which, given their characteristics, objectives and
    needs, require different approaches and specific solutions.




                                                                    We propose a
                               INFORMATION
                               INFORMATION                          conceptual layout to help
                               MANAGEMENT
                                MANAGEMENT                          us separate (albeit
                                                                    artificially) the different
                                                                    characteristics of the
                               COCREATION                           groups that use the
                               COCREATION
                                                                    collaborative tools for a
                                                                    range of objectives.
              COMMUNICATION
              COMMUNICATION                DISSEMINATION
                                           DISSEMINATION


                                  LEARNING




6
Conceptualisation
             INFORMATION
              INFORMATION
             MANAGEMENT
              MANAGEMENT


             COCREATION
                                      Cocreation: a set of activities, resources and processes geared
             COCREATION
                                      towards the collaborative creation of a product or service.
    COMMUNICATION
    COMMUNICATION     DISSEMINATION
                      DISSEMINATION


               LEARNING
                                      Communication: Interaction between people who share the same
                                      interests, concerns and needs and who establish professional or
                                      personal links with the main objective of discussion and the
                                      development of more or less solid relations.

                                      Dissemination: Activities geared towards promoting,
                                      communicating, disseminating and publishing a space, project, product
                                      or person. The aim is to secure the attention, adhesion or loyalty to a
                                      brand or concept. In the context of this study, we will not be making any
                                      reference nor will be making any joint assessment of the external and
                                      internal dissemination in the organisation.

                                      Information management: Processes for exchanging, storing,
                                      researching and organising information that enable the generation of
                                      new knowledge, improve the application of existing knowledge and help
                                      users develop or improve skills and abilities.

                                      Learning: Learning is inherent to all the activities described above.
                                      However, we will not be making an initial in-depth or specific study of
                                      the group, given its general and cross-disciplinary nature.

7
Trends

    Table summarising the collaborative tools
               Cocreation                              Communication                                Informació             Dissemination




      CC BY Jordi Graells ‘Public innovation and collaborative work’. Collaborative Innovation Conference in Osakidetza.
8                                                     Bilbao, 22.04.2009
Trends


                                 Collaborative tools
    Commitment to digital professional identity: teams that add Facebook-type digital profiles to
    their directories used to enrich them (digital identity card, Yellow Pages).

    The most successful corporate blogs are the ones with content written by their managing
    directors (CEO, chief executive officer).
    A successful practice is for employees to add their own videos to the corporate TV.

    Interactive forums for critical situations, specific knowledge management, specific community
    support.

    Personalised environments for all workers (we will look at this important aspect at the end).
    The most widely used platform is Microsoft’s SharePoint and in particular the MOSS platform
    (Microsoft Office SharePoint Server 2007), which constitutes the basis for half the most successful
    intranets. Autonomy, Google Search and WebTrends are applications that are also very
    widely used as complementary platforms.

    Studies into improved usability have linked up with the most successful collaborative
    environments, as this is considered a fundamental issue.


9
Trends


                         General technology

     Ubiquity, mobile devices, increased reality
     Cloud computing
     Importance of advanced analyses
     Languages and web semantics
     Digital identity, social networks
     Real time web
     Ecological IT (IT for green)
     User-friendly, contextual web, personalisation




10
Trends


              General technology




11
Internal analysis

                                    Cocreation
                Processes                              Functions
                                           Shared and displayed editing
     Structure of the information          Diversity of formats
     Rules of participation                Traceability of changes (who, what, when)
     Roles and responsibilities            Subscription, alerts about changes
     Division of work                      Version management
     Monitoring progress                   Document repository
     Decision-making                       Labelling/Taxonomies (folcsonomies)
     Debates and proposals                 Content assessment
     Intellectual property                 Search engines
     Remuneration                          Accessibility / Connectivity with standards
                                           Open data
                                           Discussion forums
                                           Synchronous communication
                                           Calendars, chronograms, files
                                           Tasks and team
                                           Associating documents with tasks


12
Internal analysis

                                    Communication
                Processes                                      Functions

     People do not talk if they do not know each    Immediacy: synchronous communication
     other. Any system that publicises who’s        (instant messaging, IP telephony)
     who in the organisation, who knows what,
                                                    Multiformat (video, voice, chat)
     who has taken part in which project...
                                                    Multidevice
     Displaying interests, concerns, needs,
     challenges... to help people identify people   Exchange of information during the
     who have the same or complementary ones        conversation
     to theirs, with whom they can establish a      Logs of conversations (Minutes, recordings)
     connection.                                    User concurrence
     Not penalising interdepartmental               Alerts of lost communications
     relations. Corporate policy has to             User and profile management
     incentivise exchanges and relations
                                                    Profile visibility
     between people irrespective of the
     organisation chart.                            Who’s who
     Physical conversation spaces. Despite          Community and group design
     the stimulating and multiplying effect of      Creation of new links for presentation or
     (ICT) technology on communication              invitation
     between people, ICT are no substitute for      Design/Interface (simplicity/usability)
     physical relationships, which serve to
     establish genuine links of trust and
13   understanding
Internal analysis

                                      Dissemination
                Processes                                           Functions

     Conceptualising a message (constructing         RSS, content syndication systems
     a narrative) specifically designed for the
     objective we are working towards.               Productive dissemination tools (from the
     Creating contents that reinforce this           Administration to different services)
     message clearly and coherently.                 Channels to 2.0 media or social media
     Clearly identifying the target public of this
     message and contents.                           Content dissemination tools (multipurpose
     Deciding which are the best channels to         buttons from own environments to social
     get this across to the public.                  media channels)
     Defining content publication spaces (public     Widgets, Twitter, Slideshare, Youtube, etc.,
     and other private zones).                       integration scripts
     Considering multimedia, possibility of
     transferring products into different formats.   Social network functions
     Integrating contents that are shared in         Blogs, open wikis, collective microblog,
     social media 2.0.                               collective tumblelogs
     Creating support communities. Contact
                                                     Individual – institutional portfolios
     external communities.
     Publishing data in as open formats as           Tools for monitoring the conversation in
     possible.                                       external communities
14
Internal analysis

                          Information management
                Processes                                  Functions

     Researching, analysing and                 Research systems
     synthesising the information that we       Managing sources of interest
     need at all times.
                                                Labelling, folcsonomies, social marker
     Identifying and locating relevant and      services
     reliable information sources.              Real-time web: antenna - Deep web:
                                                research
     Finding the necessary information in
     the sources.                               Multiformat and multidevice

     Assessing the quality of the information   Advanced data display systems
     and its suitability according to what we   Personal learning environments
     in fact need.                              Access to contents through RSS
     Classifying, organising and structuring    Sharing RSS readers’ folders
     the information to facilitate the          Specialisation in search syndication
     processes above and make
                                                Sharing bookmarks
     management of them easier.

     Socialising and making individual tools
15   for organising information efficient.
Metafuncions   COCREACIî   COMUNICACIî   G.INFORMACIî   DIFUSIî


     Internal   Catàleg Funcional
                Usuaris i Perfils
                Gestió d'usuaris i perfils
                Configuració permisos d'usuaris
                                                                                                                           X                          X




     analysis   Visibilitat dels perfils
                Personalització entorn de treball (escriptori virtual)
                Qui es qui - Directoris d'usuaris
                Disseny de Comunitats i Xarxes socials
                                                                                                              X
                                                                                                                                         X


                Microblogging                                                                                 X                          X            X
                Grups                                                                                         X
                Correu electrònic                                                                             X
                Connexions                                                                                                               X
                Creació de nous enllaços per invitació / recomanació
                Visualització gràfica de relacions                                                                                       X
                Producció Col·laborativa                                                                      X
                Blogs                                                                                                      X                          X
                Wikis                                                                                                      X                          X
                Edición compartida y visualizada
                Versionat
                Diversitat de formats
                Traçabilitat de canvis
                Forums de discusió
                Formularis
                Gestió del Coneixement                                                                                                   X
                Organitzador de feeds                                                                         X                                       X
                Repositori de Documents                                                                       X
                Compartició d'arxius                                                                          X                                       X
                Etiquetació/taxonomies/Tagging                                                                X                                       X
                Motor de recerca / Metacercadors                                                              X
                RSS-Suscripció/Alertes sobre canvis                                                           X
                Valoració continguts/Votacions(filtres i promoció social de continguts)                       X                                       X
                Continguts a FAvorits                                                                                                                 X
                Compartició de Favorits                                                                                                               X
                Web semántica
                Qüestionaris                                                                                  X
                Botons multiservei (de entorns propis a canals social media)                                                                          X
                Comunicació Síncrona                                                                          X            X
                Missatgeria Instantˆnea - Xat
                Intercanvis d'elements d'informació durant la conversa                                                                   X
                Telefonia IP
                Logs de les conversa (possibilitats d'actes o archivament del contingut)
                Avisos sobre comunicacions perdudes
                VideoConferencia                                                                              X            X
                visualització video
                pissarra virtual
                Enregistrament
                Zoom
                Compartició de documents (visió/edició) integrada
                Entorn especial per dispositius mobils
                Concurrència d'usuaris
                Sales Virtuals                                                                                X            X
                Visualització Comuna Escriptori (sala)
                Notes col·lectives
                Breakouts
                Multivideo

                GESTIÓ DE PROJECTES                                                                           X
                Creació de projectes
                Seguiment de projectes
                Documentació associada al projecte                                                                                       X
                Associació d'elements documentals a tasques                                                                              X
                Equip - Comunitat
                Gestió d'usuaris i perfils
                Agenda per cada usuari i compartida per grups de treball
                Calendari compartit
                Gestió de reunions/Convocatories
16              Eines de Comunicació de dades rellevants del projecte                                                      X
                Elaboració d'informes i estadístiques                                                                                    X
Internal
                   Metafunctions
                   COCREATION
                   COMMUNICATION
                   INFORMATION.M
                   DISSEMINATION

      analysis     Functional Catalogue
                   Users and Profiles
                   User and Profile Management
                   Configuration of user licences
                   Profile visibility
                   Personalisation work environment (virtual desk)
                   Who’s who – User directories
                   Communications and Social networks design
                   Microblogging
                   Groups
                   e-mail
                   Connections
                   Creation of new links by invitation/recommendation
                   Graphic display of relations
                   Collaborative Production
                   Blogs
                   Wikis
                   Shared and displayed editing
                   Version
                   Diversity of formats
                   Traceability of changes
                   Discussion forums
                   Forms
                   Knowledge Management
                   Feed organiser
                   Document repository
                   File sharing
                   Labelling/taxonomy/tagging
                   Search engine / Metasearch engines
                   RSS-Subscription/Alerts about changes

        Items      Content assessment/Votes (filters and social promotion of contents)
                   Contents in Bookmarks
                   Sharing Bookmarks

     translation   Web semantics
                   Surveys
                   Multipurpose buttons (from own environments to social media channels)
                   Synchronous Communication
                   Instant Messaging – Chat
                   IP telephony
                   Logs of conversations (possible Minutes or content filing)
                   Notifications of lost communications
                   VideoConferencing
                   video display
                   virtual blackboard
                   Recording
                   Zoom
                   Integrated document sharing (vision/editing)
                   Special environment for mobile devices
                   User concurrence
                   Virtual Rooms
                   Communal Desk Display (room)
                   Collective notes
                   Breakouts
                   Multivideo
                   PROJECT MANAGEMENT
                   Project creation
                   Project monitoring
                   Documents associated with the project
                   Association of documents with tasks
                   Team – Community
                   User and profile management
                   Calendar for each user and shared for work groups
                   Shared calendar
                   Management of Meetings/Calls
                   Communication tools for data relevant to the project
                   Drafting reports and drawing up statistics
17
Benchmarking of tools


                                    Criteria

     Functional cover - Functions - Tools Matrix



     Software quality metrics                      Level of service
         Modularity                                    Strategic planning
         Scalability                                   Technological support
         Performance                                   Training
         Accessibility                                 Change management
         Ease of use
         Maintainability
         Design
         Integrity
         Reliability
         Portability
         Interoperability



18
Conclusions


                       Common language

                                  Indicators
                                 and metrics
     Management
                                  Strategic            Work groups
                                   vision



               Acceleration of                 Processes
                 objectives
          Strategic
         Investment                             Functions
            plan
                                 Technology




19
Conclusions
     Management                 Work
                               groups




                                        1. Aligning the operating and strategic processes
                  Technology

                                        The management needs to be able to convey the collective project to the
                                        organisation that binds them together.

                                        It has to share the strategic plans and provide departments, areas and work
                                        teams with the necessary information to create a common vision of the
                                        objectives and strategies to be achieved.

                                        We often find that groups work efficiently, that they are capable of measuring
                                        their performance, but that they are disconnected from the overall strategy and
                                        that they are unaware of how their results contribute to the common objectives
                                        of the organisation as a whole.

                                        Not only is this demotivating for groups, but it also has a negative effect on
                                        management support and involvement, which, in the best scenario, becomes
                                        inhibited and ceases to function with an attitude that is more in common with
                                        acquiescence than any necessary involvement. The correct attitude, however,
                                        would be to make good use of the enthusiasm and channel the groups’ energy
                                        towards the strategic objectives of the organisation that they lead.



20
Conclusions
     Management                 Work
                               groups


                                        2. Measuring with quantitative and qualitative criteria
                                        Collaborative work processes cannot exist outside these objectives and
                  Technology            we need to be able to respond, in an understandable language from a
                                        managerial point of view, to a series of indicators that allow us to assess
                                        how their results support the organisation’s overall objectives.

                                        Historically, return on investment in technologies was measured primarily
                                        by reduced costs or work posts (measures similar to traditional managerial
                                        practices). In the era of collaboration, technology is used differently, as it
                                        increases the number of interactions and expands the abilities of
                                        knowledge workers. These new uses of technology indirectly help improve
                                        productivity, the speed at which products and services are developed, the
                                        acceleration of innovation processes, improved socio-employment
                                        climate, improved relations with their agents...

                                        An initial precedent can be found in the ‘e-Catalunya: boosting eGov
                                        innovation by Communities of Practice’ candidacy, data that can be
                                        consulted on the gencat Slideshare, which assesses the impact data of
                                        the CoP on the Government of Catalonia.




21
Conclusions
     Management                 Work
                               groups
                                        3. Technology applied to real processes and specific
                                        needs
                                        Between technology and work groups there is a strong necessary
                  Technology            relationship between the processes that these groups need in order to work
                                        and the functions that the technological platforms contribute to help cover
                                        the needs of these processes.

                                        Throughout this study, we have tried to establish a model which aids the
                                        assessment of the different collaborative platforms based on the functional
                                        cover in these groups and in accordance with their main objectives.

                                        The technology used must form part of the workflows in the users’ daily
                                        activity and not instead be a task that is added to the work being
                                        undertaken.

                                        The quality of the collaborative processes and the rationalisation of the
                                        application of technologies require:

                                               Classification of workers by the type of work that they are undertaking.
                                               Identification of which processes are involved in these groups.
                                               That these processes be compared with the technological tools that we can
                                               contribute to help improve their development.




22
Conclusions
     Management                 Work
                               groups
                                        4. Coherence and strategic vision in technology
                                        adoption policy
                                        Within its strategic plans, the management will have to define the technology
                  Technology
                                        investment criteria that correspond to each context and situation:

                                              Balance and integration of applications geared towards the automation of
                                              transactions with the emergence of social software and collaborative work. This
                                              combination of technology and sociability will be key in future decision-making
                                              regarding investment in the technology of organisations.

                                              We also need to assess the balance between investing in a corporate platform, or
                                              in market tools or a combination of both strategies. Corporate platforms ensure
                                              privacy and security to reside in an environment that is secure and free from
                                              advertising. They are better at meeting the specific needs of the organisation and
                                              implementation is normally accompanied by advice, helpdesk and tutoring.
                                              EXPENSIVE.
                                              Free platforms provide critical mass and much higher levels of participation.
                                              Interaction with communities outside the organisation is easier and greater
                                              dissemination is achieved. However, we cannot control the development of new
                                              features and the capacity of the service is limited. COST-SAVING.

                                              With regard to methods in level of service. One aspect to consider are the
                                              consolidation of trends, such as SaaS (Software as a Service) and cloud
                                              computing.



23
Conclusions
     Management                 Work
                               groups

                                        5. The organisation as an ecosystem
                                        Lastly, the management is responsible for creating a cultural and
                                        operating environment, where collaborative work dynamics can emerge:
                  Technology

                                            We need to provide people with the skills not only for the tools but also the
                                            attitudes that will make collaboration possible.

                                             Creating spaces for sharing experiences.

                                            Fostering investigation, innovation and research, without penalising errors,
                                            encouraging the people involved in the different projects to experiment and
                                            innovate.

                                            We need a clear policy on the use of tools (corporate v. open) to ensure
                                            departmental coherence and operational coordination among teams. Creating
                                            communication protocols and training in the adoption of corporate tools.

                                            Determining the organisation’s technical data that have to be available to the
                                            organisation itself and externally.

                                            Criterion for selecting specific tools for specific problems, in the same way as
                                            we have set out in this document (metafunctions).




24
Thank you!

    The future of collaborative work and its tools
                                                                                                                                      María Jesús Salido
    Barcelona, July 2010
                                                                                                                                      Dolors Reig
                                                                                                                                      Jordi Graells

     Legal notice
     This work is subject to a Creative Commons Attribution 3.0 licence. It allows the reproduction, distribution, public communication and transformation to generate a derivative
     work, without any restriction providing that the author is always cited (Governtment of Catalonia. Presidential Department) and this licence does not contradict any specific
     licence that an image within this report might have and the rights of the image prevail. The complete licence can be consulted at
     http://creativecommons.org/licenses/by/3.0/legalcode
1

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The future of collaborative work: An analysis of trends and tools

  • 1. The future of collaborative work and its tools Directorate General of Citizen Attention Government of Catalonia Barcelona, July 2010 Legal notice This work is subject to a Creative Commons Attribution 3.0 licence. It allows the reproduction, distribution, public communication and transformation to generate a derivative work, without any restriction providing that the author is always cited (Governtment of Catalonia. Presidential Department) and this licence does not contradict any specific licence that an image within this report might have and the rights of the image prevail. The complete licence can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode 1
  • 2. Table of contents Introduction Methodology and results Conceptualisation Trends Internal analysis Benchmarking of tools Conclusions 2
  • 3. Introduction The use of current technology, web-based platforms, social software and collaborative environments and their mushrooming in society are having far-reaching changes on the way people work and produce, how we learn and relate to each other and to our environment. The new knowledge economy will transform public and private organisations forever in a necessary adaptation to the new technological contexts, the processes involved and the values that they foster. Sociocultural pressure constitutes a Sociocultural driving force for change for today’s The development of technologies is driving a Transformation organisations. The way that individuals cultural change based on the collaboration of relate to the organisations where they social networks, active participation and a new work, to the products that they consume way of understanding knowledge management. and to the providers of the services that At the same time, these new paradigms in the they use is transforming the current model way we relate to one another are fostering a of public, private and academic continuous evolution of the collaborative organisations. applications and tools within our grasp. Technology Organisational Models This same technological development that is driving these changes enables organisations to consider the use of tools and strategies which until very recently did not exist or 3 were used for social, entertainment or restricted purposes.
  • 4. Introduction The aim of this document is to analyse the trends in the development and use of collaborative tools by organisations, in their progress to productive, learning, management and relational environments more aligned with the requirements of the knowledge society. This document is a reflection on the use of the collaborative tools of the Government of Catalonia and compares current market trends with the analysis of the specific needs of the organisation in these types of environments. The conclusions set out at the end of this study may act as a guide to help with decision-making with regard to the technological, functional and organisational strategy of the Government of Catalonia in its role as leader in the application of technology in collaborative work. 4
  • 5. Introduction and results From a methodology point of view, the study is focused through two perspectives which converge in the aims that we are seeking to achieve. Conceptualisation (prior) We have analysed the trends that mark the accelerated • Categorised catalogue of tools development of collaborative • List or trends in collaborative tools and platforms within the Trends work and their tools current global framework. They will mark the evolution Looking outwards of these platforms and uses that we will make of them in the coming years. We will now look at the Internal analysis challenges facing • Metafunctions - Functions Table Looking at organisations in the • Tools - Functions Table knowledge society and the the organisation needs and specific situation of the Government of Catalonia. 5 Conclusions and recommendations
  • 6. Conceptualisation When we start analysing the collaborative tools and processes, we first need to define the different environments, which, given their characteristics, objectives and needs, require different approaches and specific solutions. We propose a INFORMATION INFORMATION conceptual layout to help MANAGEMENT MANAGEMENT us separate (albeit artificially) the different characteristics of the COCREATION groups that use the COCREATION collaborative tools for a range of objectives. COMMUNICATION COMMUNICATION DISSEMINATION DISSEMINATION LEARNING 6
  • 7. Conceptualisation INFORMATION INFORMATION MANAGEMENT MANAGEMENT COCREATION Cocreation: a set of activities, resources and processes geared COCREATION towards the collaborative creation of a product or service. COMMUNICATION COMMUNICATION DISSEMINATION DISSEMINATION LEARNING Communication: Interaction between people who share the same interests, concerns and needs and who establish professional or personal links with the main objective of discussion and the development of more or less solid relations. Dissemination: Activities geared towards promoting, communicating, disseminating and publishing a space, project, product or person. The aim is to secure the attention, adhesion or loyalty to a brand or concept. In the context of this study, we will not be making any reference nor will be making any joint assessment of the external and internal dissemination in the organisation. Information management: Processes for exchanging, storing, researching and organising information that enable the generation of new knowledge, improve the application of existing knowledge and help users develop or improve skills and abilities. Learning: Learning is inherent to all the activities described above. However, we will not be making an initial in-depth or specific study of the group, given its general and cross-disciplinary nature. 7
  • 8. Trends Table summarising the collaborative tools Cocreation Communication Informació Dissemination CC BY Jordi Graells ‘Public innovation and collaborative work’. Collaborative Innovation Conference in Osakidetza. 8 Bilbao, 22.04.2009
  • 9. Trends Collaborative tools Commitment to digital professional identity: teams that add Facebook-type digital profiles to their directories used to enrich them (digital identity card, Yellow Pages). The most successful corporate blogs are the ones with content written by their managing directors (CEO, chief executive officer). A successful practice is for employees to add their own videos to the corporate TV. Interactive forums for critical situations, specific knowledge management, specific community support. Personalised environments for all workers (we will look at this important aspect at the end). The most widely used platform is Microsoft’s SharePoint and in particular the MOSS platform (Microsoft Office SharePoint Server 2007), which constitutes the basis for half the most successful intranets. Autonomy, Google Search and WebTrends are applications that are also very widely used as complementary platforms. Studies into improved usability have linked up with the most successful collaborative environments, as this is considered a fundamental issue. 9
  • 10. Trends General technology Ubiquity, mobile devices, increased reality Cloud computing Importance of advanced analyses Languages and web semantics Digital identity, social networks Real time web Ecological IT (IT for green) User-friendly, contextual web, personalisation 10
  • 11. Trends General technology 11
  • 12. Internal analysis Cocreation Processes Functions Shared and displayed editing Structure of the information Diversity of formats Rules of participation Traceability of changes (who, what, when) Roles and responsibilities Subscription, alerts about changes Division of work Version management Monitoring progress Document repository Decision-making Labelling/Taxonomies (folcsonomies) Debates and proposals Content assessment Intellectual property Search engines Remuneration Accessibility / Connectivity with standards Open data Discussion forums Synchronous communication Calendars, chronograms, files Tasks and team Associating documents with tasks 12
  • 13. Internal analysis Communication Processes Functions People do not talk if they do not know each Immediacy: synchronous communication other. Any system that publicises who’s (instant messaging, IP telephony) who in the organisation, who knows what, Multiformat (video, voice, chat) who has taken part in which project... Multidevice Displaying interests, concerns, needs, challenges... to help people identify people Exchange of information during the who have the same or complementary ones conversation to theirs, with whom they can establish a Logs of conversations (Minutes, recordings) connection. User concurrence Not penalising interdepartmental Alerts of lost communications relations. Corporate policy has to User and profile management incentivise exchanges and relations Profile visibility between people irrespective of the organisation chart. Who’s who Physical conversation spaces. Despite Community and group design the stimulating and multiplying effect of Creation of new links for presentation or (ICT) technology on communication invitation between people, ICT are no substitute for Design/Interface (simplicity/usability) physical relationships, which serve to establish genuine links of trust and 13 understanding
  • 14. Internal analysis Dissemination Processes Functions Conceptualising a message (constructing RSS, content syndication systems a narrative) specifically designed for the objective we are working towards. Productive dissemination tools (from the Creating contents that reinforce this Administration to different services) message clearly and coherently. Channels to 2.0 media or social media Clearly identifying the target public of this message and contents. Content dissemination tools (multipurpose Deciding which are the best channels to buttons from own environments to social get this across to the public. media channels) Defining content publication spaces (public Widgets, Twitter, Slideshare, Youtube, etc., and other private zones). integration scripts Considering multimedia, possibility of transferring products into different formats. Social network functions Integrating contents that are shared in Blogs, open wikis, collective microblog, social media 2.0. collective tumblelogs Creating support communities. Contact Individual – institutional portfolios external communities. Publishing data in as open formats as Tools for monitoring the conversation in possible. external communities 14
  • 15. Internal analysis Information management Processes Functions Researching, analysing and Research systems synthesising the information that we Managing sources of interest need at all times. Labelling, folcsonomies, social marker Identifying and locating relevant and services reliable information sources. Real-time web: antenna - Deep web: research Finding the necessary information in the sources. Multiformat and multidevice Assessing the quality of the information Advanced data display systems and its suitability according to what we Personal learning environments in fact need. Access to contents through RSS Classifying, organising and structuring Sharing RSS readers’ folders the information to facilitate the Specialisation in search syndication processes above and make Sharing bookmarks management of them easier. Socialising and making individual tools 15 for organising information efficient.
  • 16. Metafuncions COCREACIî COMUNICACIî G.INFORMACIî DIFUSIî Internal Catàleg Funcional Usuaris i Perfils Gestió d'usuaris i perfils Configuració permisos d'usuaris X X analysis Visibilitat dels perfils Personalització entorn de treball (escriptori virtual) Qui es qui - Directoris d'usuaris Disseny de Comunitats i Xarxes socials X X Microblogging X X X Grups X Correu electrònic X Connexions X Creació de nous enllaços per invitació / recomanació Visualització gràfica de relacions X Producció Col·laborativa X Blogs X X Wikis X X Edición compartida y visualizada Versionat Diversitat de formats Traçabilitat de canvis Forums de discusió Formularis Gestió del Coneixement X Organitzador de feeds X X Repositori de Documents X Compartició d'arxius X X Etiquetació/taxonomies/Tagging X X Motor de recerca / Metacercadors X RSS-Suscripció/Alertes sobre canvis X Valoració continguts/Votacions(filtres i promoció social de continguts) X X Continguts a FAvorits X Compartició de Favorits X Web semántica Qüestionaris X Botons multiservei (de entorns propis a canals social media) X Comunicació Síncrona X X Missatgeria Instantˆnea - Xat Intercanvis d'elements d'informació durant la conversa X Telefonia IP Logs de les conversa (possibilitats d'actes o archivament del contingut) Avisos sobre comunicacions perdudes VideoConferencia X X visualització video pissarra virtual Enregistrament Zoom Compartició de documents (visió/edició) integrada Entorn especial per dispositius mobils Concurrència d'usuaris Sales Virtuals X X Visualització Comuna Escriptori (sala) Notes col·lectives Breakouts Multivideo GESTIÓ DE PROJECTES X Creació de projectes Seguiment de projectes Documentació associada al projecte X Associació d'elements documentals a tasques X Equip - Comunitat Gestió d'usuaris i perfils Agenda per cada usuari i compartida per grups de treball Calendari compartit Gestió de reunions/Convocatories 16 Eines de Comunicació de dades rellevants del projecte X Elaboració d'informes i estadístiques X
  • 17. Internal Metafunctions COCREATION COMMUNICATION INFORMATION.M DISSEMINATION analysis Functional Catalogue Users and Profiles User and Profile Management Configuration of user licences Profile visibility Personalisation work environment (virtual desk) Who’s who – User directories Communications and Social networks design Microblogging Groups e-mail Connections Creation of new links by invitation/recommendation Graphic display of relations Collaborative Production Blogs Wikis Shared and displayed editing Version Diversity of formats Traceability of changes Discussion forums Forms Knowledge Management Feed organiser Document repository File sharing Labelling/taxonomy/tagging Search engine / Metasearch engines RSS-Subscription/Alerts about changes Items Content assessment/Votes (filters and social promotion of contents) Contents in Bookmarks Sharing Bookmarks translation Web semantics Surveys Multipurpose buttons (from own environments to social media channels) Synchronous Communication Instant Messaging – Chat IP telephony Logs of conversations (possible Minutes or content filing) Notifications of lost communications VideoConferencing video display virtual blackboard Recording Zoom Integrated document sharing (vision/editing) Special environment for mobile devices User concurrence Virtual Rooms Communal Desk Display (room) Collective notes Breakouts Multivideo PROJECT MANAGEMENT Project creation Project monitoring Documents associated with the project Association of documents with tasks Team – Community User and profile management Calendar for each user and shared for work groups Shared calendar Management of Meetings/Calls Communication tools for data relevant to the project Drafting reports and drawing up statistics 17
  • 18. Benchmarking of tools Criteria Functional cover - Functions - Tools Matrix Software quality metrics Level of service Modularity Strategic planning Scalability Technological support Performance Training Accessibility Change management Ease of use Maintainability Design Integrity Reliability Portability Interoperability 18
  • 19. Conclusions Common language Indicators and metrics Management Strategic Work groups vision Acceleration of Processes objectives Strategic Investment Functions plan Technology 19
  • 20. Conclusions Management Work groups 1. Aligning the operating and strategic processes Technology The management needs to be able to convey the collective project to the organisation that binds them together. It has to share the strategic plans and provide departments, areas and work teams with the necessary information to create a common vision of the objectives and strategies to be achieved. We often find that groups work efficiently, that they are capable of measuring their performance, but that they are disconnected from the overall strategy and that they are unaware of how their results contribute to the common objectives of the organisation as a whole. Not only is this demotivating for groups, but it also has a negative effect on management support and involvement, which, in the best scenario, becomes inhibited and ceases to function with an attitude that is more in common with acquiescence than any necessary involvement. The correct attitude, however, would be to make good use of the enthusiasm and channel the groups’ energy towards the strategic objectives of the organisation that they lead. 20
  • 21. Conclusions Management Work groups 2. Measuring with quantitative and qualitative criteria Collaborative work processes cannot exist outside these objectives and Technology we need to be able to respond, in an understandable language from a managerial point of view, to a series of indicators that allow us to assess how their results support the organisation’s overall objectives. Historically, return on investment in technologies was measured primarily by reduced costs or work posts (measures similar to traditional managerial practices). In the era of collaboration, technology is used differently, as it increases the number of interactions and expands the abilities of knowledge workers. These new uses of technology indirectly help improve productivity, the speed at which products and services are developed, the acceleration of innovation processes, improved socio-employment climate, improved relations with their agents... An initial precedent can be found in the ‘e-Catalunya: boosting eGov innovation by Communities of Practice’ candidacy, data that can be consulted on the gencat Slideshare, which assesses the impact data of the CoP on the Government of Catalonia. 21
  • 22. Conclusions Management Work groups 3. Technology applied to real processes and specific needs Between technology and work groups there is a strong necessary Technology relationship between the processes that these groups need in order to work and the functions that the technological platforms contribute to help cover the needs of these processes. Throughout this study, we have tried to establish a model which aids the assessment of the different collaborative platforms based on the functional cover in these groups and in accordance with their main objectives. The technology used must form part of the workflows in the users’ daily activity and not instead be a task that is added to the work being undertaken. The quality of the collaborative processes and the rationalisation of the application of technologies require: Classification of workers by the type of work that they are undertaking. Identification of which processes are involved in these groups. That these processes be compared with the technological tools that we can contribute to help improve their development. 22
  • 23. Conclusions Management Work groups 4. Coherence and strategic vision in technology adoption policy Within its strategic plans, the management will have to define the technology Technology investment criteria that correspond to each context and situation: Balance and integration of applications geared towards the automation of transactions with the emergence of social software and collaborative work. This combination of technology and sociability will be key in future decision-making regarding investment in the technology of organisations. We also need to assess the balance between investing in a corporate platform, or in market tools or a combination of both strategies. Corporate platforms ensure privacy and security to reside in an environment that is secure and free from advertising. They are better at meeting the specific needs of the organisation and implementation is normally accompanied by advice, helpdesk and tutoring. EXPENSIVE. Free platforms provide critical mass and much higher levels of participation. Interaction with communities outside the organisation is easier and greater dissemination is achieved. However, we cannot control the development of new features and the capacity of the service is limited. COST-SAVING. With regard to methods in level of service. One aspect to consider are the consolidation of trends, such as SaaS (Software as a Service) and cloud computing. 23
  • 24. Conclusions Management Work groups 5. The organisation as an ecosystem Lastly, the management is responsible for creating a cultural and operating environment, where collaborative work dynamics can emerge: Technology We need to provide people with the skills not only for the tools but also the attitudes that will make collaboration possible. Creating spaces for sharing experiences. Fostering investigation, innovation and research, without penalising errors, encouraging the people involved in the different projects to experiment and innovate. We need a clear policy on the use of tools (corporate v. open) to ensure departmental coherence and operational coordination among teams. Creating communication protocols and training in the adoption of corporate tools. Determining the organisation’s technical data that have to be available to the organisation itself and externally. Criterion for selecting specific tools for specific problems, in the same way as we have set out in this document (metafunctions). 24
  • 25. Thank you! The future of collaborative work and its tools María Jesús Salido Barcelona, July 2010 Dolors Reig Jordi Graells Legal notice This work is subject to a Creative Commons Attribution 3.0 licence. It allows the reproduction, distribution, public communication and transformation to generate a derivative work, without any restriction providing that the author is always cited (Governtment of Catalonia. Presidential Department) and this licence does not contradict any specific licence that an image within this report might have and the rights of the image prevail. The complete licence can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode 1