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I’m too busy to collaborate…
addressing user engagement challenges
Joseph D’Armi
Solution Consultant




Contact:
Telephone: +44 (0) 1344 386000
Fax: +44 (0) 1344 386001
hello@chooseportal.com

Avis House - Park Road - Bracknell - Berkshire - RG12 2EW


                                                            www.chooseportal.com   1
“If HP knew what HP knows, we
 would be three times as
 profitable.”

   Lew Platt - Former CEO of Hewlett-Packard




                                               www.chooseportal.com   2
© 2009 Hugh MacLeod's Gapingvoid
                                   www.chooseportal.com   3
Most social initiatives fail
   Install and see who uses it
   No clear objective
   No management buy-in
   No clear user value
   Led by IT not business people
   Inappropriate governance
   Culture, structures



McKinsey Global Survey:“Building the Web 2.0 Enterprise”
                                                           www.chooseportal.com   4
Where to start
   Solve real problems
   Communications critical
   Motivated people
   Trust building
   People-centric processes




                               www.chooseportal.com   5
Understanding users




                               1%     9% 90% All          Mandating use does not impact
                                                           quality or quantity
                                                          Consistent pattern of content
                                                           creators, critics, and consumers
                                                          Content is driven by the active 10%




European Commission JRC: “Web 2.0 in Government: Why and How? ”
                                                                              www.chooseportal.com   6
Active 10% personality types




Malcolm Gladwell, “The Tipping Point”
                                        www.chooseportal.com   7
Active 10% personality types
                          Exploration & Production
                                                                                                                  O’Brien
                               Senior Vice President

                                       Jones                                                                                       Stock   The community
                                                                                                                                           leverages Cole’s
        Explorations                 Drilling               Production                                                                     knowledge to do
          Williams                    Taylor                     Stock                                                                        their jobs
                                                                                                              Shapiro             Paine
 G&G            Petrophysical                      Production            Reservoir
 Cohen                Cross             Sen            O’Brien            Shapiro


Smith                Andrews          Moore            Paine                         Cohen                                 Cole                Jones

Hughes                                 Miller                                                         Kelly
                                                                                                                                  Andrews
Ramirez                                                                                      Smith
                                                                                                                                     Miller
                                                                                                     Hughes                                         Williams
 Bell
                                                                                     Cross
                                                                                                                        Hussain
 Cole
                                                                                                                                  Taylor
Hussain
                                                                                        Moore        Ramirez            Bell                  Sen
 Kelly
                                                                                                Social Network Analysis

                                                                                                                                          www.chooseportal.com   8
Important relationships
       Strong Ties                   Weak Ties
    Close relationships         Casual relationships
    Shared world view           Varied world view
    Team dynamics               Professional
    Shared                       dynamics (interest)
     knowledgebase &             Specialised
     assets                       knowledgebase &
    Similar perspectives         assets
     & experience                New approaches &
    Email lists, phone,          perspectives
     shared and managed          Enables “6 degrees”
     documents, team-            Communities, blogs,
     rooms                        wikis, tweets, IM

                                    www.chooseportal.com   9
People participate when…
   the subject is important to them
   they trust they have the right audience
   organisational roadblocks are removed
   they play a key role in quality & governance




                                                   www.chooseportal.com   10
Social collaboration success factors
1.   Senior management involvement
2.   Users drive how it is used
3.   Users make it a part of their daily routine
4.   Personal (not material) incentives
5.   Include peer leaders in key roles
6.   Balance of freedom and control




The McKinsey Quarterly: “Six ways to make Web 2.0 work ”
                                                           www.chooseportal.com   11
Getting the balance right
Top Down                          Bottom Up
 Provide vision and a             Present and promote yourself
  collaborative environment        Connect to people and expand
 Be accessible and less formal     your network
 Broad input and spontaneous      Create, share and participate
  interactions                      actively
 Trust your co-workers and let    Be a role model
  ideas flow                       Coach and guide your colleagues
 Remove barriers and leverage
  initiatives



                                                      www.chooseportal.com   12
Accelerated adoption




                       www.chooseportal.com   13
Appraise – Social business goals



                      Drive Innovation
                      Support communications
                      Manage projects effectively
                      Catalogue staff skills, interests for
                       opportunities




                                                   www.chooseportal.com   14
Assess – goals & choose the team

 Initiative goals
   –   Engage inter-departmental team members
   –   Solve difficult problems
   –   Provide peer review
   –   Share insights, practices
   –   Generate & rate ideas
 Select team for:
   – Cross-functional work, different locations and
     different businesses/divisions
   – Shown peer leadership
   – Connectors, mavens, salespeople


                                                      www.chooseportal.com   15
Adopt – tools, for day to day, personal use
                  How to engage in cross-functional work, in
                   different locations businesses & divisions
 How would YOU fit this
                  Adapt tools to support your projects
                    for day to day interactions, brainstorming,

  into your daily job?
                    information sharing, and problem solving
                  Understand how to personally benefit while
                   supporting team innovation goals
                  Establish best practice and success measures




                                                     www.chooseportal.com   16
Adapt – behaviours & recognise opportunities

 Understand barriers to use (network speed,
  practices)
 Document unexpected benefits (novel
  approaches, etc.)
 Gather ideas on how to improve collaboration
 Determine relationship to other initiatives and
  combine/link complementary communities




                                                    www.chooseportal.com   17
Case study
 Support research activities
   – Collaborate on research activities across people and teams
   – Extend core teams to include regional and multidiscipline experts
   – Access expertise when solving shared or perplexing problems
 Support communications
   – Communication vehicle for management, innovation team, and
     other areas of interest
   – Generalised project resource to collaboratively manage project
     constraints & resources
 Catalogue staff skills & interests for projects, promotions

                                                           www.chooseportal.com   18
Case studies:
 University manage bids (for funding)
   – Improve success rate by bringing together the most qualified team
     with best practice from previous bids.
   – Jointly select, compose, manage and review bids.
 Global Sales Coordination
   – Reduce customers ability to “shop around” causing regional sale
     teams to compete against each other
 Product Promotion Best Practice
   – Provide European knowledge base from all promotional campaigns,
     detailing displays, results, improvements, competition etc.


                                                           www.chooseportal.com   19
Process – Resource – Measures




                                www.chooseportal.com   20
In summary
   Think big – Start now!
   Broaden your definition of a “team”
   Solve real “communication” problems
   Respect users “world view”
   Help users drive use, participation
   Get the balance right
   Drive toward critical mass




                                          www.chooseportal.com   21
www.chooseportal.com




            www.chooseportal.com

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I’m too busy to collaborate

  • 1. I’m too busy to collaborate… addressing user engagement challenges Joseph D’Armi Solution Consultant Contact: Telephone: +44 (0) 1344 386000 Fax: +44 (0) 1344 386001 hello@chooseportal.com Avis House - Park Road - Bracknell - Berkshire - RG12 2EW www.chooseportal.com 1
  • 2. “If HP knew what HP knows, we would be three times as profitable.” Lew Platt - Former CEO of Hewlett-Packard www.chooseportal.com 2
  • 3. © 2009 Hugh MacLeod's Gapingvoid www.chooseportal.com 3
  • 4. Most social initiatives fail  Install and see who uses it  No clear objective  No management buy-in  No clear user value  Led by IT not business people  Inappropriate governance  Culture, structures McKinsey Global Survey:“Building the Web 2.0 Enterprise” www.chooseportal.com 4
  • 5. Where to start  Solve real problems  Communications critical  Motivated people  Trust building  People-centric processes www.chooseportal.com 5
  • 6. Understanding users 1% 9% 90% All  Mandating use does not impact quality or quantity  Consistent pattern of content creators, critics, and consumers  Content is driven by the active 10% European Commission JRC: “Web 2.0 in Government: Why and How? ” www.chooseportal.com 6
  • 7. Active 10% personality types Malcolm Gladwell, “The Tipping Point” www.chooseportal.com 7
  • 8. Active 10% personality types Exploration & Production O’Brien Senior Vice President Jones Stock The community leverages Cole’s Explorations Drilling Production knowledge to do Williams Taylor Stock their jobs Shapiro Paine G&G Petrophysical Production Reservoir Cohen Cross Sen O’Brien Shapiro Smith Andrews Moore Paine Cohen Cole Jones Hughes Miller Kelly Andrews Ramirez Smith Miller Hughes Williams Bell Cross Hussain Cole Taylor Hussain Moore Ramirez Bell Sen Kelly Social Network Analysis www.chooseportal.com 8
  • 9. Important relationships Strong Ties Weak Ties  Close relationships  Casual relationships  Shared world view  Varied world view  Team dynamics  Professional  Shared dynamics (interest) knowledgebase &  Specialised assets knowledgebase &  Similar perspectives assets & experience  New approaches &  Email lists, phone, perspectives shared and managed  Enables “6 degrees” documents, team-  Communities, blogs, rooms wikis, tweets, IM www.chooseportal.com 9
  • 10. People participate when…  the subject is important to them  they trust they have the right audience  organisational roadblocks are removed  they play a key role in quality & governance www.chooseportal.com 10
  • 11. Social collaboration success factors 1. Senior management involvement 2. Users drive how it is used 3. Users make it a part of their daily routine 4. Personal (not material) incentives 5. Include peer leaders in key roles 6. Balance of freedom and control The McKinsey Quarterly: “Six ways to make Web 2.0 work ” www.chooseportal.com 11
  • 12. Getting the balance right Top Down Bottom Up  Provide vision and a  Present and promote yourself collaborative environment  Connect to people and expand  Be accessible and less formal your network  Broad input and spontaneous  Create, share and participate interactions actively  Trust your co-workers and let  Be a role model ideas flow  Coach and guide your colleagues  Remove barriers and leverage initiatives www.chooseportal.com 12
  • 13. Accelerated adoption www.chooseportal.com 13
  • 14. Appraise – Social business goals  Drive Innovation  Support communications  Manage projects effectively  Catalogue staff skills, interests for opportunities www.chooseportal.com 14
  • 15. Assess – goals & choose the team  Initiative goals – Engage inter-departmental team members – Solve difficult problems – Provide peer review – Share insights, practices – Generate & rate ideas  Select team for: – Cross-functional work, different locations and different businesses/divisions – Shown peer leadership – Connectors, mavens, salespeople www.chooseportal.com 15
  • 16. Adopt – tools, for day to day, personal use  How to engage in cross-functional work, in different locations businesses & divisions How would YOU fit this  Adapt tools to support your projects for day to day interactions, brainstorming, into your daily job? information sharing, and problem solving  Understand how to personally benefit while supporting team innovation goals  Establish best practice and success measures www.chooseportal.com 16
  • 17. Adapt – behaviours & recognise opportunities  Understand barriers to use (network speed, practices)  Document unexpected benefits (novel approaches, etc.)  Gather ideas on how to improve collaboration  Determine relationship to other initiatives and combine/link complementary communities www.chooseportal.com 17
  • 18. Case study  Support research activities – Collaborate on research activities across people and teams – Extend core teams to include regional and multidiscipline experts – Access expertise when solving shared or perplexing problems  Support communications – Communication vehicle for management, innovation team, and other areas of interest – Generalised project resource to collaboratively manage project constraints & resources  Catalogue staff skills & interests for projects, promotions www.chooseportal.com 18
  • 19. Case studies:  University manage bids (for funding) – Improve success rate by bringing together the most qualified team with best practice from previous bids. – Jointly select, compose, manage and review bids.  Global Sales Coordination – Reduce customers ability to “shop around” causing regional sale teams to compete against each other  Product Promotion Best Practice – Provide European knowledge base from all promotional campaigns, detailing displays, results, improvements, competition etc. www.chooseportal.com 19
  • 20. Process – Resource – Measures www.chooseportal.com 20
  • 21. In summary  Think big – Start now!  Broaden your definition of a “team”  Solve real “communication” problems  Respect users “world view”  Help users drive use, participation  Get the balance right  Drive toward critical mass www.chooseportal.com 21
  • 22. www.chooseportal.com www.chooseportal.com