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SHAREPOINT AND YAMMER SOCIAL COLLABORATION AND
COMMUNITIES WORKSHOP
Jeff Willinger
October 2013
AGENDA
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What is Yammer
Why Yammer?
Social Media guidelines
Top things to know
Getting started
How to sign up
What are groups?
How to join a group
How to create a group

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Following people
See who you are following
Editing your profile
Notifications
Adding a photo
Other Yammer features
The Social Journey
Helpful links
Next steps

Copyright © 2013 Rightpoint | Proprietary and Confidential

2
WHAT IS YAMMER?
• Yammer a secure (private) social networking and collaboration tool for the corporate
environment.
• Features and look/feel similar to Twitter and Facebook.

• Unlike Twitter, not limited to 140 characters for posts.
• Easy sign up and use.

Copyright © 2013 Rightpoint | Proprietary and Confidential

3
WHY YAMMER?
• More efficient work unit communication.
• User friendly.
• Improve efficiency in managing/sharing documents.
• Help ease server space issues (being in “e-mail jail”).
• Integrates with SharePoint.
• Mobile friendly, there‟s an app for that!
• Can be set up to allow secure collaboration with people external to your company.
.

Copyright © 2013 Rightpoint | Proprietary and Confidential

4
SOCIAL MEDIA GUIDELINES
• A sample usage policy is available at
https://about.yammer.com/success/wpcontent/uploads/sites/13/2013/02/Sample-YammerUsage-Policy.pdf

• It shouldn‟t be a list of Do‟s and Don‟ts. It
should welcome users into the community
and let them know how to interact.

Copyright © 2013 Rightpoint | Proprietary and Confidential

5
TOP THINGS TO KNOW
• You must sign up using your work email address.
– Unlike Twitter, only your company‟s employees will see your postings.

• In addition to the entire company feed, there are public and private groups.
– Messages in private groups cannot be seen by employees outside the group.

• It is accessible anywhere (work or home), anytime (day or night or weekends).

Copyright © 2013 Rightpoint | Proprietary and Confidential

6
TOP THINGS TO KNOW
• You can share a comment, document, image and/or a link with the entire Yammer
community or with members of a specific group.
• Yammer users can “like” or reply to your comment.
• You can “follow” people.
• There is a search box that allows you to search for people, groups or topics.

Copyright © 2013 Rightpoint | Proprietary and Confidential

7
GETTING STARTED
• From Internet Explorer
OR

• From a desktop app on your computer
OR

• From your mobile device (iPhone/iTouch, iPad, Android or
Blackberry).
Download: https://www.yammer.com/about/applications

Copyright © 2013 Rightpoint | Proprietary and Confidential

8
HOW TO SIGN UP
• Type www.yammer.com in the address section of your browser.
• Click the “Sign Up” button.
• Enter your work email address and then “sign up.”

Copyright © 2013 Rightpoint | Proprietary and Confidential

9
HOW TO SIGN UP
• Check your work email for a confirmation link from Yammer.
Follow the instructions to activate your account.
• In the window that pops up begin by filling out the form.
• Complete Your Profile. Green check marks in the “Getting
Started” box on the right side of your profile measure your
progress.

Copyright © 2013 Rightpoint | Proprietary and Confidential

10
WHAT ARE GROUPS?
• The ability to create Groups for collaboration is a key benefit of Yammer.
• Groups can facilitate projects across campuses or departments, or they can help
employees share files and discuss issues within departments or work units.

Copyright © 2013 Rightpoint | Proprietary and Confidential

11
HOW TO JOIN A GROUP
• Click on “groups” on the left nav to browse groups on the network and join those that
are relevant for you.

Copyright © 2013 Rightpoint | Proprietary and Confidential

12
HOW TO JOIN A GROUP
• Joining the Windows 7 Group.

Copyright © 2013 Rightpoint | Proprietary and Confidential

13
JOINING THE CONVERSATION
• Share information with colleagues.
• Collaborate on projects.

• Attach documents or images.
• Share an article from a web site (internal or external).
• Tag topics and/or colleagues (and then search by tags).

Copyright © 2013 Rightpoint | Proprietary and Confidential

14
JOINING THE CONVERSATION
• Give praise, ask a question, take a poll, share an event or make an announcement.

Copyright © 2013 Rightpoint | Proprietary and Confidential

15
HOW TO CREATE A GROUP
• On the “Groups” page, click the green box.
• Fill out information in pop-up box and click “Create Group.”

Copyright © 2013 Rightpoint | Proprietary and Confidential

16
FOLLOWING PEOPLE
• Type name of someone you know into the Search Box (can also search for groups and documents in
this box).

• Click on members and search people alphabetically.

Copyright © 2013 Rightpoint | Proprietary and Confidential

17
FOLLOWING PEOPLE
• In the browser, click on the name of the person
in your feed you want to follow. In pop-up box,
click “+ Follow.”

• In the desktop app, click the word “Follow”
below the picture of the person you would like
to follow.

Copyright © 2013 Rightpoint | Proprietary and Confidential

18
SEE WHO YOU ARE FOLLOWING
• Want to see a list of people you are following? Click on the “People I‟m following” tab.

Copyright © 2013 Rightpoint | Proprietary and Confidential

19
EDITING YOUR PROFILE
• Click your name in the upper right corner of the screen. Select “Edit Account.”

• Or, when on your profile page, click “Edit Profile” and then select “Notifications.”

Copyright © 2013 Rightpoint | Proprietary and Confidential

20
NOTIFICATIONS
• You can select to receive update emails (a.k.a.
“digests”) updates never, daily or weekly. If you
select daily or weekly, you will receive
information about postings made to Yammer in
a single message.
• Immediate notifications can be set by clicking
the “Subscribe to feeds in real time…” link.
This lets you designate certain groups for
special alerts, which you can get via
email, SMS text or IM.
• Once you have completed checking or
unchecking boxes, click “Save”.

Copyright © 2013 Rightpoint | Proprietary and Confidential

21
ADDING A PHOTO
• You can use other a photo (Quarterly or person) or an image.
• Profiles without photos or images will appear like this:
• To upload your photo, click on the “Browse” button in your profile to find a photo from
your computer.

Copyright © 2013 Rightpoint | Proprietary and Confidential

22
OTHER YAMMER FEATURES
• Messaging and feeds
• Direct Messaging

• User profiles
• Company directory
• Groups (Internal)
• Communities (External)
• File sharing/creating a page (w/limited
formatting)
• Integrations
• Desktop, Mobile, Tablet

Copyright © 2013 Rightpoint | Proprietary and Confidential

23
COMPARISON

Copyright © 2013 Rightpoint | Proprietary and Confidential

24
The Social Journey
Copyright © 2013 Rightpoint | Proprietary and Confidential

25
Copyright © 2013 Rightpoint | Proprietary and Confidential

26
BEING SUCCESSFUL MEANS CHANGING HOW YOU WORK

IT

HR

Sales

Marketing

Copyright © 2013 Rightpoint | Proprietary and Confidential

27
THE SOCIAL JOURNEY

Copyright © 2013 Rightpoint | Proprietary and Confidential

28
STEP 1: DEFINE YOUR VISION

Copyright © 2013 Rightpoint | Proprietary and Confidential

29
STEP 2: MAP TO VALUE

Copyright © 2013 Rightpoint | Proprietary and Confidential

30
STEP 3: WORK SOCIAL

Copyright © 2013 Rightpoint | Proprietary and Confidential

31
STEP 4: DRIVE SUCCESS

Copyright © 2013 Rightpoint | Proprietary and Confidential

32
STEP 5: EVALUATE, ADAPT & ITERATE

Copyright © 2013 Rightpoint | Proprietary and Confidential

33
FOUR FACTORS FOR A SUCCESSFUL JOURNEY

Copyright © 2013 Rightpoint | Proprietary and Confidential

34
WHAT IS IN THE CUSTOMER SUCCESS PROGRAM?

Methodology
and Self-guided
Resources

Webinars

Access to Customer
Success Managers

Regional User Groups and Community-based
Events
Learning and Support

Customer Community

Copyright © 2013 Rightpoint | Proprietary and Confidential

35
ESN RESOURCES
Sites, Blogs & Twitter
– Welcome To Your Social Journey | Enterprise Social Customer Success | The Rise Of Enterprise Social Networks | Yammer
Success Center Discover SharePoint
Yammer | SharePoint blog

@Yammer @SharePoint @Office365

Press
– How Microsoft got its own employees to use Yammer
– Microsoft Creates „Yammer North‟ in Redmond to Learn New Software Tricks
– Yammer Accelerates Momentum Following Microsoft Acquisition
– The Yammer journey so far at NAB

Research
Bring your own service: Employees want social tools at work, despite company restrictions
Evolution of the networked enterprise: McKinsey Global Survey results
Yammer‟s 2013 Business Value Survey Results
Copyright © 2013 Rightpoint | Proprietary and Confidential

36
BREAK TIME AND QUESTIONS

• Sign up for Yammer!
• Start posting and collaborating with colleagues.
• Start a weekly Yammer session for your department or team.

Copyright © 2013 Rightpoint | Proprietary and Confidential

37
STAY CONNECTED

• Jeff Willinger
• 312.622.2300
• www.linkedin.com/in/jeffwillinger
• www.twitter.com/jwillie
• www.facebook.com/jeffwillinger
•

.

Copyright © 2013 Rightpoint | Proprietary and Confidential

38
29 N. Wacker | 4th Floor | Chicago, Illinois 60606
312.920.8383 | 312.920.8384 fax
rightpoint.com

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Yammer 101

  • 1. SHAREPOINT AND YAMMER SOCIAL COLLABORATION AND COMMUNITIES WORKSHOP Jeff Willinger October 2013
  • 2. AGENDA          What is Yammer Why Yammer? Social Media guidelines Top things to know Getting started How to sign up What are groups? How to join a group How to create a group          Following people See who you are following Editing your profile Notifications Adding a photo Other Yammer features The Social Journey Helpful links Next steps Copyright © 2013 Rightpoint | Proprietary and Confidential 2
  • 3. WHAT IS YAMMER? • Yammer a secure (private) social networking and collaboration tool for the corporate environment. • Features and look/feel similar to Twitter and Facebook. • Unlike Twitter, not limited to 140 characters for posts. • Easy sign up and use. Copyright © 2013 Rightpoint | Proprietary and Confidential 3
  • 4. WHY YAMMER? • More efficient work unit communication. • User friendly. • Improve efficiency in managing/sharing documents. • Help ease server space issues (being in “e-mail jail”). • Integrates with SharePoint. • Mobile friendly, there‟s an app for that! • Can be set up to allow secure collaboration with people external to your company. . Copyright © 2013 Rightpoint | Proprietary and Confidential 4
  • 5. SOCIAL MEDIA GUIDELINES • A sample usage policy is available at https://about.yammer.com/success/wpcontent/uploads/sites/13/2013/02/Sample-YammerUsage-Policy.pdf • It shouldn‟t be a list of Do‟s and Don‟ts. It should welcome users into the community and let them know how to interact. Copyright © 2013 Rightpoint | Proprietary and Confidential 5
  • 6. TOP THINGS TO KNOW • You must sign up using your work email address. – Unlike Twitter, only your company‟s employees will see your postings. • In addition to the entire company feed, there are public and private groups. – Messages in private groups cannot be seen by employees outside the group. • It is accessible anywhere (work or home), anytime (day or night or weekends). Copyright © 2013 Rightpoint | Proprietary and Confidential 6
  • 7. TOP THINGS TO KNOW • You can share a comment, document, image and/or a link with the entire Yammer community or with members of a specific group. • Yammer users can “like” or reply to your comment. • You can “follow” people. • There is a search box that allows you to search for people, groups or topics. Copyright © 2013 Rightpoint | Proprietary and Confidential 7
  • 8. GETTING STARTED • From Internet Explorer OR • From a desktop app on your computer OR • From your mobile device (iPhone/iTouch, iPad, Android or Blackberry). Download: https://www.yammer.com/about/applications Copyright © 2013 Rightpoint | Proprietary and Confidential 8
  • 9. HOW TO SIGN UP • Type www.yammer.com in the address section of your browser. • Click the “Sign Up” button. • Enter your work email address and then “sign up.” Copyright © 2013 Rightpoint | Proprietary and Confidential 9
  • 10. HOW TO SIGN UP • Check your work email for a confirmation link from Yammer. Follow the instructions to activate your account. • In the window that pops up begin by filling out the form. • Complete Your Profile. Green check marks in the “Getting Started” box on the right side of your profile measure your progress. Copyright © 2013 Rightpoint | Proprietary and Confidential 10
  • 11. WHAT ARE GROUPS? • The ability to create Groups for collaboration is a key benefit of Yammer. • Groups can facilitate projects across campuses or departments, or they can help employees share files and discuss issues within departments or work units. Copyright © 2013 Rightpoint | Proprietary and Confidential 11
  • 12. HOW TO JOIN A GROUP • Click on “groups” on the left nav to browse groups on the network and join those that are relevant for you. Copyright © 2013 Rightpoint | Proprietary and Confidential 12
  • 13. HOW TO JOIN A GROUP • Joining the Windows 7 Group. Copyright © 2013 Rightpoint | Proprietary and Confidential 13
  • 14. JOINING THE CONVERSATION • Share information with colleagues. • Collaborate on projects. • Attach documents or images. • Share an article from a web site (internal or external). • Tag topics and/or colleagues (and then search by tags). Copyright © 2013 Rightpoint | Proprietary and Confidential 14
  • 15. JOINING THE CONVERSATION • Give praise, ask a question, take a poll, share an event or make an announcement. Copyright © 2013 Rightpoint | Proprietary and Confidential 15
  • 16. HOW TO CREATE A GROUP • On the “Groups” page, click the green box. • Fill out information in pop-up box and click “Create Group.” Copyright © 2013 Rightpoint | Proprietary and Confidential 16
  • 17. FOLLOWING PEOPLE • Type name of someone you know into the Search Box (can also search for groups and documents in this box). • Click on members and search people alphabetically. Copyright © 2013 Rightpoint | Proprietary and Confidential 17
  • 18. FOLLOWING PEOPLE • In the browser, click on the name of the person in your feed you want to follow. In pop-up box, click “+ Follow.” • In the desktop app, click the word “Follow” below the picture of the person you would like to follow. Copyright © 2013 Rightpoint | Proprietary and Confidential 18
  • 19. SEE WHO YOU ARE FOLLOWING • Want to see a list of people you are following? Click on the “People I‟m following” tab. Copyright © 2013 Rightpoint | Proprietary and Confidential 19
  • 20. EDITING YOUR PROFILE • Click your name in the upper right corner of the screen. Select “Edit Account.” • Or, when on your profile page, click “Edit Profile” and then select “Notifications.” Copyright © 2013 Rightpoint | Proprietary and Confidential 20
  • 21. NOTIFICATIONS • You can select to receive update emails (a.k.a. “digests”) updates never, daily or weekly. If you select daily or weekly, you will receive information about postings made to Yammer in a single message. • Immediate notifications can be set by clicking the “Subscribe to feeds in real time…” link. This lets you designate certain groups for special alerts, which you can get via email, SMS text or IM. • Once you have completed checking or unchecking boxes, click “Save”. Copyright © 2013 Rightpoint | Proprietary and Confidential 21
  • 22. ADDING A PHOTO • You can use other a photo (Quarterly or person) or an image. • Profiles without photos or images will appear like this: • To upload your photo, click on the “Browse” button in your profile to find a photo from your computer. Copyright © 2013 Rightpoint | Proprietary and Confidential 22
  • 23. OTHER YAMMER FEATURES • Messaging and feeds • Direct Messaging • User profiles • Company directory • Groups (Internal) • Communities (External) • File sharing/creating a page (w/limited formatting) • Integrations • Desktop, Mobile, Tablet Copyright © 2013 Rightpoint | Proprietary and Confidential 23
  • 24. COMPARISON Copyright © 2013 Rightpoint | Proprietary and Confidential 24
  • 25. The Social Journey Copyright © 2013 Rightpoint | Proprietary and Confidential 25
  • 26. Copyright © 2013 Rightpoint | Proprietary and Confidential 26
  • 27. BEING SUCCESSFUL MEANS CHANGING HOW YOU WORK IT HR Sales Marketing Copyright © 2013 Rightpoint | Proprietary and Confidential 27
  • 28. THE SOCIAL JOURNEY Copyright © 2013 Rightpoint | Proprietary and Confidential 28
  • 29. STEP 1: DEFINE YOUR VISION Copyright © 2013 Rightpoint | Proprietary and Confidential 29
  • 30. STEP 2: MAP TO VALUE Copyright © 2013 Rightpoint | Proprietary and Confidential 30
  • 31. STEP 3: WORK SOCIAL Copyright © 2013 Rightpoint | Proprietary and Confidential 31
  • 32. STEP 4: DRIVE SUCCESS Copyright © 2013 Rightpoint | Proprietary and Confidential 32
  • 33. STEP 5: EVALUATE, ADAPT & ITERATE Copyright © 2013 Rightpoint | Proprietary and Confidential 33
  • 34. FOUR FACTORS FOR A SUCCESSFUL JOURNEY Copyright © 2013 Rightpoint | Proprietary and Confidential 34
  • 35. WHAT IS IN THE CUSTOMER SUCCESS PROGRAM? Methodology and Self-guided Resources Webinars Access to Customer Success Managers Regional User Groups and Community-based Events Learning and Support Customer Community Copyright © 2013 Rightpoint | Proprietary and Confidential 35
  • 36. ESN RESOURCES Sites, Blogs & Twitter – Welcome To Your Social Journey | Enterprise Social Customer Success | The Rise Of Enterprise Social Networks | Yammer Success Center Discover SharePoint Yammer | SharePoint blog @Yammer @SharePoint @Office365 Press – How Microsoft got its own employees to use Yammer – Microsoft Creates „Yammer North‟ in Redmond to Learn New Software Tricks – Yammer Accelerates Momentum Following Microsoft Acquisition – The Yammer journey so far at NAB Research Bring your own service: Employees want social tools at work, despite company restrictions Evolution of the networked enterprise: McKinsey Global Survey results Yammer‟s 2013 Business Value Survey Results Copyright © 2013 Rightpoint | Proprietary and Confidential 36
  • 37. BREAK TIME AND QUESTIONS • Sign up for Yammer! • Start posting and collaborating with colleagues. • Start a weekly Yammer session for your department or team. Copyright © 2013 Rightpoint | Proprietary and Confidential 37
  • 38. STAY CONNECTED • Jeff Willinger • 312.622.2300 • www.linkedin.com/in/jeffwillinger • www.twitter.com/jwillie • www.facebook.com/jeffwillinger • . Copyright © 2013 Rightpoint | Proprietary and Confidential 38
  • 39. 29 N. Wacker | 4th Floor | Chicago, Illinois 60606 312.920.8383 | 312.920.8384 fax rightpoint.com