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Social Media Strategy to
Transform Integrations

  Jay Chatzkel, Progressive Practices
    Euan Semple, euansemple.com
The Problem

• When one company acquires another, the acquiring
    company tends to have limited knowledge of and
    relationships to its new acquisition (its people,
    knowledge assets, capabilities, etc)
•   It is like integrating a black box where the contents of
    the box are, in good part, unknown and disconnected




                       Social Media in Integrations            2
The Challenge
• Engaging everyone from both companies in creating the
  new company
   – Find the best variety of ways to bring critical knowledge to the
     forefront and build the core capabilities of the new company
• Seeking out the most valuable knowledge assets of the
  acquired company, which are "embedded“
   – They are part of how people operate and what they know and
     are not necessarily written down
   – Even if they were, those knowledge assets only have maximum
     value if put to use by the people who developed and know them




                         Social Media in Integrations                   3
What an Integration Team Faces

• Acquisitions bring high levels of uncertainty
   –   The acquired staff do not know the acquiring company staff
   –   Their jobs and futures are at risk
   –   Under these conditions they have little basis to trust the
       acquiring company to act in their best interests.
• Trust has to be earned - Relationships have to be built
  and cultivated.




                         Social Media in Integrations               4
Using Social Media to Turbo Drive
          Integrations
• Linking social media to the existing communications
  strategy
   – Sets the stage for a networked organization
   – Radically expands your channels for knowledge sharing and
     collaboration
• Appropriate use of social media can enable people from
  both companies to begin feeling they are part of and
  operate as one “new” company, with no more “us” and
  “them”



                     Social Media in Integrations                5
What is Social Media Really About?
• Building organization wide “water coolers” to enable
    “productive conversation”
     – Engage in conversations that bring new
       understandings
     – Actions that flow from these conversations reflect and
       embody those new understandings
•   Using what ever array of tools that are available
     – Blogs, wikis, Twitter, You Tube, Facebook, etc.
•   Making social media tools available to users in ways they
    find it easiest and best to use
•   Continuously prototyping and experimenting to build the
    best configuration and be open to change!

                      Social Media in Integrations         6
What Social Media Can Do for an
             Integration?
• Develops a dynamic network of users for internal and
    external conversations
•   Enables participation from the user’s point of view on
    any subject, from any where, at any time
•   Speeds and transforms integrations by accessing critical
    and intimate knowledge and experience
•   Provides real time feedback loops for all integration
    issues to facilitate resolution
•   Makes everyone an active participant in the integration


                       Social Media in Integrations            7
Take the Time to Do It Well

• Social media tools are not a quick fix
• It takes time for people to talk meaningfully about issues
    that would be relevant to the new organization
•   Bringing social media in a rushed way can alienate
    people who are not well integrated into the new firm




                      Social Media in Integrations         8
Steps to Using Social Media
      Successfully in an Integration

•   Build a supporting culture
•   Incrementing will get you there
•   Find the “right” leaders
     – Look for people already working in this way
     – Identify early adopters and people “feeling enough
       pain” to want to try something new




                      Social Media in Integrations          9
Begin the Conversation

• Ask good questions
   – Set up the conversations that need to take place
• Engage Different Populations in the Way They Need
• The Biggest Risk - Not Taking People Seriously




                     Social Media in Integrations       10
Simple, But Not Simple
•   Involve all of the tribes
•   Leave room for messiness
•   Keep the social media organization simple




                      Social Media in Integrations   11
Shape Your Shoes as You Wear
                 Them
• Be open to experimenting
     – You won’t know what you need until some way down
       the road
•   Don’t focus on a “killer app” – things change too fast
•   Think in terms of “ecology”
     – Have a variety of tools and a range of options that
       are relatively low cost, enabling you to migrate
       without too much pain




                      Social Media in Integrations       12
People Will Make This Happen
• People have to see this as a pathway to get somewhere
     – They need to a passion for it, with commitment and
       energy
     – They have to see it as a vehicle for getting
       somewhere in their lives
•   This is about a big shift in how people work and perceive
    their organizations - not just another system that people
    need to learn




                       Social Media in Integrations        13
It Costs a Lot Less Than You Think
• The technology can be relatively off the shelf and
    customized as needed, with a degree of local expertise.
•   The core group can be three or four people who guide
    and develop the initiative
•   In real terms, it would take a fair amount of people's
    time and energy, but in terms of dedicated jobs it is very
    manageable




                       Social Media in Integrations         14
Confidentiality and Security
• To some extent centralized security is doomed to fail
    because it constrains things too much or does not keep
    up with the speed of changing technology
•   The ability of users to be in control of what they share
    with others will be more important but people do need
    to be educated as to the sensitivity of the data
•   Give people the tools to manage their own security but
    spend the time explaining to them what is risky and how
    to avoid that risk




                      Social Media in Integrations        15
What is the Measure of Success?

• The key measure is: Making something better or doing
    something that couldn't have been done otherwise
    happen
•   There is great room for unprecedented gain when every
    individual can readily contribute their knowledge,
    experience and effort to the building the new enterprise




                       Social Media in Integrations        16
9 Elements of a Social Media
         Strategy
                         Create &
                                            Work with
                          Integrate
                                           Senior Team
                         Measures
                                            to Achieve
                        for Success
                                              Buy In


      Monitor Process                                      Appraising
     Provide Feedback                                       Needs &
        & Guidance                                         Capabilities




   Develop Plans
    For Rollout                                                   Map Out
                                                                 Goals, Vision
                                                                  & Strategy




               Training of                       Select & Configure
                Trainers                            Social Media
                                  Assist with       Technologies
                                Communications
                                  & Training
                                   Materials

                        Social Media in Integrations                             17
To Start Your Social Media
          Integration Program
Contact:
Jay Chatzkel, Principal
Progressive Practices
jaychatzkel@progressivepractices.com
623-826-7194

Euan Semple
euan@euansemple.com



                    Social Media in Integrations   18

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Social Media Strategy to Transform Integrations

  • 1. Social Media Strategy to Transform Integrations Jay Chatzkel, Progressive Practices Euan Semple, euansemple.com
  • 2. The Problem • When one company acquires another, the acquiring company tends to have limited knowledge of and relationships to its new acquisition (its people, knowledge assets, capabilities, etc) • It is like integrating a black box where the contents of the box are, in good part, unknown and disconnected Social Media in Integrations 2
  • 3. The Challenge • Engaging everyone from both companies in creating the new company – Find the best variety of ways to bring critical knowledge to the forefront and build the core capabilities of the new company • Seeking out the most valuable knowledge assets of the acquired company, which are "embedded“ – They are part of how people operate and what they know and are not necessarily written down – Even if they were, those knowledge assets only have maximum value if put to use by the people who developed and know them Social Media in Integrations 3
  • 4. What an Integration Team Faces • Acquisitions bring high levels of uncertainty – The acquired staff do not know the acquiring company staff – Their jobs and futures are at risk – Under these conditions they have little basis to trust the acquiring company to act in their best interests. • Trust has to be earned - Relationships have to be built and cultivated. Social Media in Integrations 4
  • 5. Using Social Media to Turbo Drive Integrations • Linking social media to the existing communications strategy – Sets the stage for a networked organization – Radically expands your channels for knowledge sharing and collaboration • Appropriate use of social media can enable people from both companies to begin feeling they are part of and operate as one “new” company, with no more “us” and “them” Social Media in Integrations 5
  • 6. What is Social Media Really About? • Building organization wide “water coolers” to enable “productive conversation” – Engage in conversations that bring new understandings – Actions that flow from these conversations reflect and embody those new understandings • Using what ever array of tools that are available – Blogs, wikis, Twitter, You Tube, Facebook, etc. • Making social media tools available to users in ways they find it easiest and best to use • Continuously prototyping and experimenting to build the best configuration and be open to change! Social Media in Integrations 6
  • 7. What Social Media Can Do for an Integration? • Develops a dynamic network of users for internal and external conversations • Enables participation from the user’s point of view on any subject, from any where, at any time • Speeds and transforms integrations by accessing critical and intimate knowledge and experience • Provides real time feedback loops for all integration issues to facilitate resolution • Makes everyone an active participant in the integration Social Media in Integrations 7
  • 8. Take the Time to Do It Well • Social media tools are not a quick fix • It takes time for people to talk meaningfully about issues that would be relevant to the new organization • Bringing social media in a rushed way can alienate people who are not well integrated into the new firm Social Media in Integrations 8
  • 9. Steps to Using Social Media Successfully in an Integration • Build a supporting culture • Incrementing will get you there • Find the “right” leaders – Look for people already working in this way – Identify early adopters and people “feeling enough pain” to want to try something new Social Media in Integrations 9
  • 10. Begin the Conversation • Ask good questions – Set up the conversations that need to take place • Engage Different Populations in the Way They Need • The Biggest Risk - Not Taking People Seriously Social Media in Integrations 10
  • 11. Simple, But Not Simple • Involve all of the tribes • Leave room for messiness • Keep the social media organization simple Social Media in Integrations 11
  • 12. Shape Your Shoes as You Wear Them • Be open to experimenting – You won’t know what you need until some way down the road • Don’t focus on a “killer app” – things change too fast • Think in terms of “ecology” – Have a variety of tools and a range of options that are relatively low cost, enabling you to migrate without too much pain Social Media in Integrations 12
  • 13. People Will Make This Happen • People have to see this as a pathway to get somewhere – They need to a passion for it, with commitment and energy – They have to see it as a vehicle for getting somewhere in their lives • This is about a big shift in how people work and perceive their organizations - not just another system that people need to learn Social Media in Integrations 13
  • 14. It Costs a Lot Less Than You Think • The technology can be relatively off the shelf and customized as needed, with a degree of local expertise. • The core group can be three or four people who guide and develop the initiative • In real terms, it would take a fair amount of people's time and energy, but in terms of dedicated jobs it is very manageable Social Media in Integrations 14
  • 15. Confidentiality and Security • To some extent centralized security is doomed to fail because it constrains things too much or does not keep up with the speed of changing technology • The ability of users to be in control of what they share with others will be more important but people do need to be educated as to the sensitivity of the data • Give people the tools to manage their own security but spend the time explaining to them what is risky and how to avoid that risk Social Media in Integrations 15
  • 16. What is the Measure of Success? • The key measure is: Making something better or doing something that couldn't have been done otherwise happen • There is great room for unprecedented gain when every individual can readily contribute their knowledge, experience and effort to the building the new enterprise Social Media in Integrations 16
  • 17. 9 Elements of a Social Media Strategy Create & Work with Integrate Senior Team Measures to Achieve for Success Buy In Monitor Process Appraising Provide Feedback Needs & & Guidance Capabilities Develop Plans For Rollout Map Out Goals, Vision & Strategy Training of Select & Configure Trainers Social Media Assist with Technologies Communications & Training Materials Social Media in Integrations 17
  • 18. To Start Your Social Media Integration Program Contact: Jay Chatzkel, Principal Progressive Practices jaychatzkel@progressivepractices.com 623-826-7194 Euan Semple euan@euansemple.com Social Media in Integrations 18