The document provides guidance on applying a collaboration framework to organizations. It discusses sharing files, tracking progress, and contributing knowledge using cloud drives, status updates, Q&A forums, activities, and public wikis. The framework is meant to improve transparency, innovation, customer loyalty, and efficiency at the individual, team, department, and enterprise levels. An example implementation process is also outlined, including defining problems and users, finding sponsors, planning iteratively, and providing a worked example.

1. How to apply the Collaboration
Framework to your organization

2. What files do your colleagues
ask you for? Share them via
your cloud drive.
Use status updates or a Watson
Workspace to share progress
on your projects and tasks.
Contribute what you know in
open Q&A forums, or help
people publicly so that others
gain from your knowledge.
Use Activities, Box Notes,
public Wiki pages to manage
your work - let others see the
progress.
Better transparency and lower risk in operations
IBM Connections
Engagement Center
Individual Productivity

3. With everyone in your team
sharing their files, you can
easily find and stay up to date,
without asking.
Use Watson Workspace as a
team communication and
tracking solution.
Use a Community wiki to act
as your team notebook, or
use Box Notes.
Use Activities to track and
assign actions to move
projects and issues forward.
Improved Innovation; Increased Revenue & Profits
IBM Connections
Engagement Center
Team Working

4. Create shared communities
with your customers and supply
chain. Reduce errors, time to
respond.
Establish a department
community with a news blog.
Encourage regular
participation and engagement.
Use a Community wiki to act
as your department
handbook, or use Box Notes.
Use WebEx to record
webinars. Store them in Box
and embed them in a training
community in Connections.
Better Customer and Loyalty; Increased Revenue & Profits
IBM Connections
Engagement Center
Department Efficiency

5. Create shared communities
with your customers and supply
chain. Reduce errors, time to
respond.
Use ideation blogs to
brainstorm and develop
innovative ideas - wider
audience, better ideas.
Establish standards in wiki
documents, and procedures
in Activites. Reduce errors,
increase predictability.
Use WebEx to record
webinars. Store them in Box
and embed them in a training
community in Connections.
Increased Innovation; Increased Revenue & Profits
IBM Connections
Engagement Center
Enterprise Transformation

6. Some customer examples

7. Bengt Dahlgren implemented IBM Connections Cloud and IBM Verse - enabling
430 people across twelve offices and six companies to share ideas, capture best
practices and work together more effectively.
Six companies connected via a shared
collaboration platform.
Cut costs by migrating to the cloud.
Enabling more effective collaboration
Founded in 1952, Bengt Dahlgren provides civil engineering consultancy services
through a network of six companies in Sweden. The group specializes in heating,
ventilation, and air conditioning (HVAC), fire safety, energy and environmental
construction as well as building automation.

8. Canal Barge Company migrated to IBM Connections Cloud, enabling seamless
collaboration for all employees wherever and whenever they work, via wikis,
communities, video conferencing and more.
Unites a distributed workforce on a
central collaboration platform.
Enables faster, better-informed decision-
making.
Helps improve processes and
competitiveness.
Founded in 1933, Canal Barge Company (CBC) is a family-owned, independent marine transportation company headquartered in New Orleans, Louisiana. One
of the most diverse marine transportation companies in the United States, Canal Barge moves valuable cargo to virtually every part of the world for multiple
Fortune 500 integrated oil companies, chemical and oil companies, as well as refineries, construction companies, fabricators, public utilities, engineering
companies, and the United States Government.

9. Constance Hotels and Resorts implemented a social business network based on
IBM® Connections Cloud™, enabling it to create compelling training and
mentoring programs for customer-facing employees.
Unite geographically distant employees
on a central communication platform
Enables more effective knowledge-
sharing, training and collaboration
Empowers employees to deliver
consistent, high-quality services to
guests
Established in 1975, Constance Hotels and Resorts is a group of luxury five-star hotels and resorts in the Indian Ocean. Headquartered in Mauritius, the
group also operates in the Seychelles, Maldives and Madagascar, with sales offices in in the UK, Germany, France, Italy, and sales representatives
across numerous countries.

10. Getting Started with your
implementation

11. IndividualTeamDepartmentEnterprise
Management
Functions
Knowledge
Worker
Functions
Operational
Mobile & Manual
Functions
Start the journey here
Example Order of Implementation

12. IndividualTeamDepartmentEnterprise
1
2 3 4 5
6 7 9 10 11
12 1413 17
8
15
16
Example Order of Implementation

13. Implementation Process

14. Define the problem

15. Identify the users

16. Find a sponsor
• Committing time and
resource requires approval.
• Sponsor participation is
essential to build credibility.
• Define the business case to
help convince the sponsor.

17. Planning

18. Deploy Iteratively

19. Worked
Example

20. 1 Define the Problem
Which Industry? Which Roles?
Individual
Productivity
Team
Working
Department
Efficiency
Enterprise
Transformation
What are the scopes?

21. 1 Define the Problem (example)
Which Industry? Which Roles?
Individual
Productivity
Team
Working
Department
Efficiency
Enterprise
Transformation
What are the scopes?

22. 2 Define the Use Cases (example)
Store & Share
Files Centrally
Individual
Users
1 2
Sales Team Store Proposals
in a Library
3
Department Create Template
Documents

23. 3 Find a Sponsor (example)
1
2
3
Scope
Individual
Users
Sales Team
Department
Sponsor(s)
Everyone
Sales Team Leaders
Department Manager

24. 24Group Name / DOC ID / Month XX, 2017 / © 2017 IBM Corporation
Implement File
Sharing for Sales
Department
UC1: Personal
File Sharing
Iteration 1: Sales
Group A
Engagement
Plan
Support Plan
Communications
Plan
Iteration 2: Sales
Group B
Engagement
Plan
Support Plan
Communications
Plan
Iteration 3: Sales
Group C
Engagement
Plan
Support Plan
Communications
Plan
UC2: Team
Proposal Library
Iteration 4: Sales
Group A & B
Engagement
Plan
Support Plan
Communications
Plan
Iteration 5: Sales
Group C
Engagement
Plan
Support Plan
Communications
Plan
UC3: Department
Templates
Iteration 6: Entire
Department
Engagement
Plan
Support Plan
Communications
Plan
4 Plan (example)
Project Plan
Iterations Plan
Iteration Plans
Iteration Plans
Iteration Plans
Iteration Plans
Iteration Plans
Iteration Plans

25. Plan (example)4
1.Prepare a project
plan like you would
for any other project.
2.It should show the
use case groups;
time for planning;
steps involved in
implementing each
iteration.

26. 4 Iteration Plan (example)
Iteration Step Tasks to be taken When
1 Communication 1. Communicate to users what Secure File Sharing is, and how it works;
2. Communicate about File Synchronization and My Drive;
3. Announce arrival tomorrow of File Synchronization;
4. Announce arrival of File Synchronization.
1. T-10
2. T-5
3. T-1
4. T
2 Integration 1. Install Windows and Mac File Sync tool on users’ computers 1. T-3
3 Customization No customization steps are necessary.
4 Governance 1. Define file naming rules
2. Define file sharing default rules
1. T-5
2. T-5
5 Engagement 1. Meet with each user to ensure they are working correctly with File Sharing 1. T, T+2, T+5
6 Mentoring No mentoring steps are expected.
7 Measuring 1. Measure volume of files loaded into Connections 1. T+10
Iteration 1: Sales Group A Launch Date (T): 31st March
Iteration Lead: Frank Adams Affected Users: Lucille Suarez, Fred Amadou, Ben Adams

27. 4 Iteration Plan (example)
Iteration Step Tasks to be taken When
0 Review 1. Review plans and actions from previous iteration & adjust plans as necessary 1. T-12
1 Communication 1. Communicate to users what Secure File Sharing is, and how it works;
2. Communicate about File Synchronization and My Drive;
3. Announce arrival tomorrow of File Synchronization;
4. Announce arrival of File Synchronization.
1. T-10
2. T-5
3. T-1
4. T
2 Integration 1. Install Windows and Mac File Sync tool on users’ computers 1. T-3
3 Customization No customization steps are necessary.
4 Governance 1. Define file naming rules
2. Define file sharing default rules
1. T-5
2. T-5
5 Engagement 1. Meet with each user to ensure they are working correctly with File Sharing 1. T, T+2, T+5
6 Mentoring No mentoring steps are expected.
7 Measuring 1. Measure volume of files loaded into Connections 1. T+10
Iteration 2: Sales Group B Launch Date (T): 2nd April
Iteration Lead: Frank Adams Affected Users: Ed El-Amon, Jane Smith, John Suarez

28. Point in
Iteration
Precise
Date
Title Contents
T-30 01/06/2018 Exciting News for Our Mobile Sales Team We will soon be introducing an exciting way of holding meetings
from any …..
T-15 16/06/2018 Web Meetings are coming in 2 weeks Are you looking forward to the arrival of web meetings? In just
over 2 weeks….
T-5 26/06/2018 Join us next Tuesday at lunchtime to learn
about web meetings
We’ll be delivering web meetings for you in a little over a week.
Join us for lunch on Tuesday to …..
T-1 30/06/2018 Are you coming to lunch tomorrow? Join us tomorrow for a lunch and learn session about how you
get make the most of the web meetings…
T+1 02/07/2018 Tip #1 – How to Share Your Screen Thanks for being part of our rollout of web meetings. Here’s the
first of the tips we’ll be sending you….
T+3 05/07/2018 Tip #2 – Recording a Meeting Here’s Tip #2 ….. Don’t forget to reach out to your mentor John
Doe (1-800-555-2001) if you have…..
T+7 09/07/2018 Tip #3 – Handing Discussions Here’s Tip #3 …. Have you contacted a mentor? Do you have
any questions, feedback or comments?....
T-30T-29T-28T-27T-26T-25T-24T-23T-22T-21T-20T-19T-18T-17T-16T-15T-14T-13T-12T-11T-10T-9 T-8 T-7 T-6 T-5 T-4 T-3 T-2 T-1 T-0 T+1 T+2 T+3 T+4 T+5 T+6 T+7
Example Communications Plan
4 Plan (example)