What goes in to creating exceptional work and web experiences in a social business? It goes far beyond a simple “build it and they will come” mentality. Through the use of collaboration tools, enterprises can engage workers, drive innovation, find efficiencies, mobilize workforces, empower leaders and much more.

1. Collaboration Excellence Strategies for Enabling a Social Business Presented by: Michael Porter Jonathan Distad

2. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.

4. Public, NASDAQ: PRFT

5. 2009 Revenue of $188 million

6. 18 major market locations throughout North America

7. Austin, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, St. Louis and Toronto

8. 1,400+ colleagues

9. Dedicated solution practices

10. ~450 enterpriseclients (2009) and 85% repeat business rate

11. Alliance partnerships with major technology vendors

13. IT Strategic Consulting

14. IT Architecture Planning

15. Business Process & Workflow Consulting

16. Usability and UI Consulting

17. Custom Application Development

18. Offshore Development

19. Package Selection, Implementation and Integration

20. Architecture & Application Migrations

23. What is a Social Business (MP/JD)

24. Best Practices for Enabling Social Businesses (MP)

25. Governance & Security in a Social Business (JD)

26. Case Studies

27. BCBSMN

28. Premier

30. 8 What is Social Software If only HP knew what HP knows, we would be three times more productive by Lew Platt, former CEO of HP Enterprise 2.0 is the use of emergent social software platforms by organizations in pursuit of their goals By Andrew McAffe, Harvard and coiner of Enterprise 2.0 The more social view of KM puts a great deal more emphasis on finding people with unexpected insights, creating a manageable way to keep up with many people and multiple perspectives By Debra Logan, Gartner

31. 9

32. 10 Components of Social Software You can view Web 2.0 as a Toolbox There are several tools in the tool box, any number of which can be applicable to a given situation Blogs Discussions Profiles/Social Computing Rich Internet Applications RSS/ATOM Wikis Social Tagging and Bookmarking Mashups Microblogging Search Cloud Computing REST/WOA

33. You should address key tasks Base requirements Architecture of the entire solution Installation and Configuration Don’t forget Single Sign On Social Analysis Identify high performers, brokers, key players, and transformational leaders User Interface Look and feel What to surface where Custom Development Third party integration Rollout 11

34. Social Analysis Small percentage of users will contribute Find the SME’s Find the “hub” people Identify communities Don’t forget, your company already has a social network

35. Social Analytics 13 The ability to derive insight by analyzing social interactions will be critical. Aside from video, most activity will be around social interactions. Caron Galvin – Principal Segment analyst IBM Catherin Lord – Senior Strategist IBM

36. Rollout: Communications Your people need to be aware of new social capabilities and how to use them. Communicate Timeline Training Policies Your expectations of the users Use multiple avenues of communication Management email Websites Meetings Newsletters

37. Rollout Training How to build profiles How to write a blog How to create a wiki How to create a wiki entry How to add comments How to tag Social Etiquette 101 Consider: Videos Can be really useful Web based help Forum based help Training documents Etc.

38. Intro to Social Governance 16 Jonathan Distad

40. Water-cooler

41. Fax

42. Voicemail

43. Email

44. Educate the mobile workforce

45. “We trust you and we want you to be safe”

46. Show them how and why

47. Security is not an IT function

48. We have systems and policies in place

49. Extend to Social Software

50. Policies have to be fluid

51. The perimeter has changed and will continue to do so

52. Expand governance committee/stewardship to key business stakeholdersSource: IBM

53. 18 Social Business Governance and Security New Segments Of Mobile Workers Are Emerging February 2011 “The Rise Of Wannabe And Maverick Mobile Workers”

54. 19 What’s Next? Use the governance framework you have and make it more fluid Accept the moving boundary of the mobile worker and strive for an educated worker The governance framework itself should be collaborative Bring stakeholders from business, c-suite and other into the loop Make the process transparent Make the policies readily available – beyond the employee handbook

55. 20 Envision - Why Now? Execute - How? Evolve - What’s Next? Your thoughts and questions

56. 21 “ We can’t hire but our goals are higher.” “Back office time takes away from face time. Close ratio goes up when face time goes up.” “Conversation by e-mail is dizzying!” “ We kill more trees since Notes purging started at 60, now 30 days. People are printing off copies since e-mail is used as the KM system”. “Shared drive is an absolute disaster.” “Everyone thinks they know each other’s roles, but there are different expectations.”

57. 22 Why Now? Consumers expect/demand consistent customer service across industries Increases internal communications and functionality Changes in healthcare forces changes in the business of healthcare – What about your business environment?

58. 23 Nearly all out of the box functionality!

60. Recognize business value vs. cost (not ROI or TCO)

61. Identify gaps (i.e. We needed outside help)

63. Along with outside partners - involve all business units, gather needs, set deployment timeline

64. Install Sametime, Connections and Quickr

66. On or Off premise?

68. Continued focus on retail healthcare

70. Comments and Questions Michael Porter Michael.Porter@perficient.com 801-310-4669 @porteronportal Jonathan Distad Jonathan.Distad@perficient.com 612-695-0068 @jdistad Visit our blog: blogs.perficient.com/portals Follow Perficient on Twitter: @perficient