February 17, 2012

Communities vs. Portals, Blogs, Wikis, Documents, and More…

Imagine a newspaper whose headlines didn’t change very often. That’s most intranet portals. Communities encourage participation by defintion as much as they allow for consumption.  And activity streams provide an easy and efficient way to aggregate, consume, share, and engage. With that said, some people like to see a bunch of boxes on a web page in a dashboard / newspaper type view. Fair enough…the activity stream doesn’t have to be the focal point of a community.  Nothing wrong with that approach as long as those boxes on the portal home page have dynamic and relevant content for people to consume.  Of course the value of that information in the portal becomes much less because people can only consume in a traditional portal vs. taking some type of action to collaborate on or share the information & knowledge you have just gained.

The fact is that content needs to be published somewhere (in a blog, on a site, in a wiki, doc, portal, or whatever you want to call the digital means of publishing).  If you look at the consumer web today, the key to reaching people among the noise and sea of content chaos is not only one’s ability to discover but also subscribe or follow updates to that content (or person) – and consume and share that in a Facebook or LinkedIn or Twitter NewsFeed. I’d add even mobile apps like Pulse or Flipboard for example aggregate content & provide a richer experience to consume or share that content as well. Some people won’t understand or embrace social and are happy with business as usual. I say let them publish static content to a portal if that makes them happy. However, give everyone the ability to subscribe and share that static portal content – and it doesn’t have to be a community for this to happen.

If one looks at this personal blog on WordPress, it’s obvious that I don’t publish in it very often.  Over the last year or so, I find myself not only microblogging daily, but writing in Communities like AIIM and CMSWire.  The reason I write in those communities more often is that they provide much more context and meaning….i.e. the value, reach and relevancy is much greater because that published knowledge is easily shared within and outside the members of the community.  In fact, each post in those communities receives a few thousand reads by themselves.  That’s something like 3 or 4 times more reads for a SINGLE post in a community vs. the number of reads my entire personal blog receives by itself in the same timeframe. It’s hard to explain that to people who want to publish a document to a portal or post in a standalone blog somewhere. Perhaps the reads and shares and social actions taken are metrics to measure (before and after) to show the value of communities.

So when deciding whether to publish to a portal, a standalone blog site, in a document, or a community…..think about the following.  Having been a consultant for part of my career, at times it seemed the larger the document, the better. And we’ve all seen 30 page or 60 page documents and endless powerpoints.  We’ve witnessed portals turn into stale dumping grounds that people ignore.  And the question is who reads these big documents or visits these stale portals?  Who has time to read anything given the overload of information we have today?  There is obviously some value in encapsulating knowledge in a large document or pushing information to portal…. but I’d argue the value of “big documents” and stale portals becomes much less than a blog post (400 words or less) within a community because the knowledge in that blog is simply more digestable and more likely to be read and shared. We have also seen something similar with powerpoints changing to include more images, less words, more easily digestable thoughts so the PPTs will be consumed and shared. It all seems obvious enough.  It’s about the real value of knowledge….

December 27, 2011

Social Media vs. Social Business

When we think about social networks, the big 3 come to mind:  Facebook, Twitter, and LinkedIn.   These sites were built or mostly evolved as consumer platforms.  The audience is everyone in the world and the revenue model is commerce – through advertising or sales of products/services.    Consumer social media (or social commerce) is all about the power of the network and “word-of -mouth” marketing.

More and more organizations want to emulate these consumer social networks inside their network of employees, suppliers, partners, and customers — creating a “Facebook for the Enterprise”.   More and more organizations also want the same mobility and convenience of consumer social technology on any device.   However, what many of these corporations don’t realize is that there’s a difference between external social media and corporate social business.   As the below diagram shows, the former is more public outside the firewall while the latter is of course inside the firewall.

Social business (some still refer to it as Enterprise 2.0) involves ideas, knowledge, conversations, business activities, documents, profiles, rich media, and more.  While this same type of content may also be part of the consumer social web, the big difference with social business content is that much of it requires certain legal, risk, or compliance policies that only exist within the enterprise.  Security is also another concern when considering social technology.   Do users have access to what they should have access to?   Are social events security trimmed so that only users who have access to document see the associated activities and conversations shared into the stream?   Aside from the security or compliance concerns, there are also technology infrastructure and integration challenges to consider.  Furthermore, inside any organization you have limited budgets, projects, and resources and the need to balance those against managing the cultural change that social technology can enable.   At the end of the day, social within the enterprise has a total cost of ownership to consider.   It’s the nature of the corporation and simply part of doing business in many industries today.  There’s just no getting around these corporate hurdles.   The important thing is that you understand these considerations when selecting a social business application as you embark on your journey in becoming a “social enterprise”.

September 21, 2011

A few new published articles

Haven’t blogged in a while as I’ve been focused mostly on writing for other sources on the web….here’s a few of recent articles:

Just Because You Microblog Doesn’t Mean You’re a Social Business

http://www.cmswire.com/cms/social-business/just-because-you-microblog-doesnt-mean-youre-a-social-business-012732.php

 

Social Collaboration Can Drive Significant ROI for Business

http://www.cmswire.com/cms/enterprise-collaboration/social-collaboration-can-drive-significant-roi-for-business-011606.php

Social Collaboration at Kraft Foods

http://www.cmswire.com/cms/enterprise-collaboration/social-collaboration-at-kraft-foods-an-interview-with-vinicius-da-costa-010603.php

May 6, 2011

7 Considerations for Investing in Social Technology

Social technology is a trending priority among IT organizations who are beginning to test drive multiple tools both in the cloud and internally.  This is primarily driven by the hype of all things social on the public web and explosion of Facebook and Twitter.  Often times, business users have already gone outside the firewall and are using public social sites without IT’s knowledge or oversight of users or information.   So what do you need to consider when thinking about your investment in social technology?   When making an investment in social capabilities, there are 7 key points to consider when evaluating solutions:

1.  Define what “social” mean to your organization.   Social can have different meanings and use cases across the spectrum of industries, countries, lines of business or functional areas.   Each organization large and small, domestic and global,  has different requirements and different corporate cultures. At its core, “social” is about relationships, conversations, and activities…all the things we do live in-person except we’re trying to capture it in a digital platform.  In some cases, it’s the aggregation of specific activities into a single stream of events or information.  In other cases it’s the collection of ideas,  or the ability to capture and surface conversations and share knowledge, or communities of practice….  Social is a suite of capabilities that can be used for B2B (business to business), B2E (business to employees) just as much as we see it used in B2C and C2C.  So be specific and make sure your executives and organization understands exactly what it means when you starting talking about all things “social” and how it can be defined as a business tool.  

2. View “social” as transformative and strategic.  Find groups in the value chain of your organization that are willing to embrace new technology and experiment with a different way of communicating digitally and asynchronously — other than good old email.   I say “experiment” because in many organizations change is difficult — and often times a proof of concept is needed to show users what is possible.  Social is tool like anything else…it’s not that scary and there is REAL business value in having a suite of social capabilities….as long as you view it something that is strategic and transformative.

3. To what degree should your organization change?   This is an interesting question that comes up frequently.   It’s not a matter of “why change” – but how much?  It seems the buzzword of collaboration has finally penetrated the C-suite.  There is some top-down recognition that people work across time, distance, and cultures and better tools are needed to collaborate and be more productive.    When it comes to social technology, many organizations need to crawl before they can walk…and jog before they can run….social is an evolutionary state with different levels of maturity.  This is an important point to understand before you invest an social software solution just because the interface “looks cool”…

4. Assess the impact of social.   Everything has some cost and some associated risks.  If you view social technology as strategic then you definitely need consider this an investment in your organization’s future workforce.   Cost and risk are always at the forefront of enterprise IT purchasing decisions.  However, more important considerations relate to people.  What’s the impact to your people?  Change management is key and it relates back to my previous point about crawling before you can walk or run.  Technology is simply changing too fast for any organization large or small to fully embrace the impact of that change right away.  So invest in a platform that will bridge the gap between today’s world and tomorrow….and will over time evolve and support your organization through its transformative social journey.

5. Define Success.   In #1 above, you defined what social is.  Here you need to define success.  Often times we get so excited by the coolness or newness of a product that we rush out and spend a few hundred dollars on a new piece of technology like a smartphone or tablet.  Of course there are many smart phones and tablets that provide the same utility and benefit.   Define the benefits and how specific sets of users perceive a successful deployment of social technology in your organization.  Begin to focus on the potential insights you can gain from information captured and aggregated within a social platform.

6.  Understand the information-side of “social”.  What I mean here is that social can have very valuable information and insights.  It is also a “corporate” record and asset just like email, instant messages, a document, or any digital piece of content in your organization.  Are there legal or compliance concerns?   Security concerns?   Records management concerns of social information?  Can you do e-discovery in the cloud?  Are you adding yet another repository or creating another silo?   What about network and information access concerns (e.g. accessing social technology across continents via desktop or mobile device)?  Are there foreign privacy or legal concerns (e.g. Patriot Act) about having data stored physically in the US?   This last one is not always obvious when it comes to the cloud and SAAS offerings who tend to offer a centralized location for access and storage.  The cloud is a hot topic by itself…and you want to ensure your vendor of choice understands your information management needs.   So make sure you identify your IM requirements up front.   AIIM of course has a ton of IM related knowledge which can provide guidance around all information including “social”.

7. Consider the broader collaboration “ecosystem”.  Social technology is simply one aspect of a broader collaboration ecosystem.  While there are many niche social software vendors, there are only a few who have a full suite of complimentary and fully integrated products for email, instant messaging, collaboration, unified communications, etc…   A best of breed approach may give you separate systems that don’t talk to each other and require many customizations to do so.   Investing in a single ecosystem makes economic and technological sense.  It’s easier for IT to support, administer, and develop solutions.  You can more effectively leverage resources, find knowledge, or partner with system integrators to assist or outsource to.  End users also don’t have to familiarize themselves with yet another interface.  

Remember, at the end of the day, you’re offering “collaboration” as a service to your end users and social is simply part of the suite of your collaborative capabilities.   True social collaboration is both synchronous and asynchronous.  It’s much easier to provide that service if your focused, have the right support and invest in a collaborative ecosystem across the spectrum of the ways we communicate, collaborate, and socialize.  The productivity gains and cost savings are not only seen on the administrative side but for end users as well…who will be saving minutes of time for simple tasks that are more seamless in a unified platform ….which in aggregate can save money and time for individuals and the broader population of employees.  Wouldn’t we all love to get back a few minutes or even a few hours each week?

April 14, 2011

Now Is the Time to Get Social On SharePoint…

I hear from a number of organizations who all seem to say they want to roll out and promote the social and collaborative capabilities of SharePoint.   And I hear a lot of talk, little action, and a lot of excuses not only from IT but directly from the CEO….

Why is your organization not investing in the social and collaborative capabilities of SharePoint and still making excuses?

“We’re knee deep in our legacy intranet migration to SharePoint and social computing isn’t on the radar screen”.  

“There’s too much going on with the acquisition of Company X.”    

“I’m just not sure when or if social will be accepted in our population and to what degree it should be introduced”.  

I’m sure you’ve heard excuses like these inside your organization.   However, when you started on your SharePoint journey, it’s likely you borrowed from the same Powerpoint slide-deck we all used selling the grand vision of collaboration, innovation, finding experts, connecting people, etc, etc…   I’m sure this was all part of the story that got you funding to deploy SharePoint in the first place.  It’s likely your CEO has even championed creating the “Facebook” or “LinkedIn” for the enterprise.  We all know we need to become this collaborative organization connecting the silos of information and people.    You know your organization needs to get social and collaborate more effectively and efficiently.  Everyone experiences the possibilities and opportunities on the public web and we all know we need to be collaborating smarter within our internal organizations.  Yet it’s 2011 and the conversation is STILL happening inside email and not inside of SharePoint.

There will ALWAYS be limited budget, limited time, limited resources, and risk and governance concerns!  

Okay, I get the project and risk management concerns.   The command and control culture of the historic corporation creates friction and wants to create policies for everything.  And your IT department is probably over-governing SharePoint and limiting the possibilities of what the business wants to do.  However, it’s likely employees have already started going around corporate IT and using Yammer, Spigit, Twitter, Facebook, LinkedIn or some other social solution outside of your firewall in spite of your corporate policies!    I get it….I’m a certified PMP and have spent over 15 years in the trenches implementing and selling enterprise software  … and guess what?

Now is the time the scope of your SharePoint project includes “social”.  

So why not take full advantage of the collaborative capabilities of the Microsoft SharePoint platform and drive adoption, innovation, expertise location, and microblogging with fully integrated social solutions from vendors like Newsgator for SharePoint 2010?   Bring the social conversation back inside the firewall and inside SharePoint where you can better manage the legal or risk concerns.   It’s time to start moving beyond creating team sites, simple lists and document libraries in a vanilla out of the box SharePoint site template.    It’s time to realize emailing a link to a document inside SharePoint is not exactly productivity or collaboration.   It’s time you stop creating static and boring intranet portals and start building vibrant, dynamic, and social intranet communities.   It’s time now to put “social” on your radar screen.  It’s time you start recognizing the ROI and true business value of your SharePoint investment by getting “social”.

It’s time to start realizing the grand vision of collaboration you sold your organization on.  

Social computing 101 is to have a vision about how you believe your work environment, your culture, your organization SHOULD be working.   Project management 101 is to have a plan.   So where exactly is the “social” in your global SharePoint Roadmap?   Do you even have a multi-year roadmap for your SharePoint deployment that will help your organization realize the vision of the collaborative enterprise???     It’s time to reduce email and capture the conversation and activities all inside of the SharePoint platform.    So tweet this post, share it on Facebook or Linkedin, or even forward it to your CEO and tell your organization to stop making excuses!   Now is the time to make SharePoint social…

March 11, 2011

Collaboration in Context

Let’s face it….collaboration continues to happen via email.  And one of my pet peeves with SharePoint is that it lacks what I call “collaboration in context”.  In other words, there’s no linkage or capture of the conversations or activities within an associated item in a list.   For example, you create a SharePoint list to track issues or tasks and the real conversation happens outside of SharePoint providing no little or no context about the current state of that list item or how the issue was resolved.

Why is this a problem?   Email makes it incredibly difficult for anyone at any level to put some context around specific tasks, take the appropriate actions, and ensure some coordinated effort exists towards whatever objective or deliverable the team is trying to achieve.  Creating a task list or an issue list is a no-brainer in any collaborative tool or Microsoft Word or Excel.  However, in most cases, the real conversation happens independent of that list — i.e. synchronously within email or conference calls or face to face meetings.  As a result, much of the live discussions about the issue go unrecorded which creates more email threads and more confusion and more face to face meetings.  While a strong experienced Project Management Lead can help the overall coordination of effort, the fact is that many of us are project managers by accident.  Even experienced PMs are on information overload most of the time.

This is where SharePoint really falls short — in capturing the social conversation.     I would simply like to view a SharePoint list item and see all the related discussions right in context of that item!    (For those former users of eRoom, you know what I’m talking about).  Furthermore, I’d like to see all the conversation threads about an issue summarized in my news feed.  Also, wouldn’t it be nice if I was alerted to a change of a list item via email and I could reply directly in that email on my Blackberry so that the conversation thread was immediately recorded within the context of that SharePoint list (all without having to access SharePoint via a browser)?

While Microsoft offers an integrated ecosystem, they lack this collaboration in context and it’s time someone addresses this major shortcoming of the platform.   The formula is simple:  lists + items + people + conversations.   (Or if you’re a Project Manager like me it’s Projects + Tasks + People + Discussions).   I want to see it all in a nice neat contextual view so I no longer have to waste hours of my day managing my email Inbox.

 

January 28, 2011

It’s Deja Vu All Over Again…

For those who’ve have been around the world of technology the last 2 decades, there are times SharePoint seems like déjà vu all over again.   The other day, I came across a Fortune article entitled “Why Microsoft Can’t Stop Lotus Notes” from 1994 discussing the hype of Lotus Notes with millions of licenses and the birth of the “groupware” category. The Fortune article quoted Ray Ozzie discussing Notes:

“The intention,” says Ray Ozzie, the program’s inventor, is to enable “people in business to collaborate with one another and to share knowledge or expertise unbounded by factors such as distance or time zone differences.” That’s a pretty good description of a product so multifaceted and versatile that it defies precise definition….

The 1996 Fortune article went on to say:

…”For customers, Lotus Notes is in a sense addictive. Notes becomes the repository for much of an organization’s corporate memory; to remove vital data once it has spent a few years accumulating in Notes would be costly and disruptive”…

Fast forward and SharePoint has slowly but surely taken over and been hyped very much the same way.  I think you could easily remove Lotus Notes and insert Microsoft SharePoint into the statements above.   Interestingly enough in 1995, Larry Ellison predicted that Notes would be the “Visicalc of groupware” (referring to the once dominant PC spreadsheet that was killed off by Lotus 1-2-3).  Well, no one talks about groupware anymore and Notes has indeed not only become Visicalc, but Lotus 1-2-3 as well.  Or perhaps there a handful of people in the world who don’t use Microsoft Office….

My interest and passion in this space began working on Notes and I followed the waves into eRoom, Documentum and eventually SharePoint like many.   More and more each enterprise deployment or solution development project have similar concerns as they did 15 years ago.  From the Fortune article: “The first challenge to rolling out a Notes system is cultural”.   Sounds familiar.  Technically, beyond understanding the business requirements, it’s still about provisioning repositories, sites, governance, backups, taxonomy, content types, etc…  As far as solution development — remember in the 90′s when people were also talking about “component software” with service based characteristics?   That’s what Notes was all about….”Notes makes such homegrown applications and the data they contain accessible throughout an organization”.   Except today it’s about composite applications, sites, communities and content all packaged into an “enterprise collaboration platform” called SharePoint (collaboration being an even broader term compared to its groupware relative).  The more consultants I talk to whose careers span 1 or more decades all tell me they’re doing the same thing they did 10-15 years ago.   Except today, we do it all on SharePoint.

On a final note, I had an interesting conversation over the weekend with someone who said Microsoft is becoming irrelevant by the day with so much hype around iPad/iPhone-like devices and Android smart phones.  My response was just the opposite.  Microsoft has actually seemed irrelevant for a number of years….and they’re now finally becoming more relevant (slowly) once again.

“I would be insane to say that Microsoft won’t be competitive….It is an awesome force in American capitalism.”  – former CEO of Lotus, Fortune Magazine 1994

January 19, 2011

Using the CMM to Benchmark Your SharePoint Investment?

How do you know if or when you truly are optimizing the investment you’ve made in the Microsoft SharePoint platform?  You’ve spent last year creating your SharePoint roadmaps and have grand plans for social capabilities or perhaps the cloud.  Or maybe  you know enough about SharePoint to be dangerous and are just getting started with formulating your enterprise implementation.  You have a few success stories about how SharePoint has enabled productivity or saved money and you’ve justified the business case to move to the latest 2010 release.  However, is there end state to a platform that offers what seems to be an infinite amount of features and capabilities for solving an infinite amount of business problems across all functions and industries?  Is there a point when your implementation of the SharePoint platform reaches an optimized level of maturity?

Among the tools out there that might help you is the capability maturity model (CMM).  Management consultants seem to love this model and I see it from time to time.   However, often times I encounter a version of this model that is simply vague or too broad.  Then I scratch my head and wonder how can this CMM practically help me?    It’s quite subjective and doesn’t seem to tell me what actions I need to focus on.   Can I really apply this to SharePoint?

The Capability Maturity Model involves creating some type of benchmark for comparison.  It is interesting to note that the CMM was originally developed to assess government contractor processes relating to software development projects. Wikipedia has an adequate definition of the model as I won’t go into too much detail here.  In a nutshell, the CMM has 5 levels of maturity upon which something is measured.  The following triangle diagram is simply illustrative and the CMM usually takes the shape of a matrix format:

  1. Initial (chaotic, ad hoc, individual heroics) – the starting point for use of a new process.
  2. Managed – the process is managed in accordance with agreed metrics.
  3. Defined – the process is defined/confirmed as a standard business process, and decomposed to levels 0, 1 and 2 (the latter being Work Instructions).
  4. Quantitatively managed
  5. Optimizing – process management includes deliberate process optimization/improvement.

If you applied the CMM to SharePoint, it’s likely most large and small organizations are currently somewhere between #1 and #3 in the model (whatever that means).   However, applying this model to a SharePoint implementation that addresses dozens of business needs with dozens of capabilities and features is just not as easy as it looks.  If you’re assessing the maturity of SharePoint, you really need to assess the maturity of collaboration and ECM in your organization.  And it may involve cultural considerations as well as other SharePoint-related technologies (e.g. OCS/Lynx, Office, Project Server, etc.).   So where to begin if you want some type of model to benchmark your SharePoint implementation against?  How do we get to #4 and eventually to #5 so you can pat yourself on the back knowing you are finally optimizing your investment?

Perhaps more appropriate questions we should be asking are:

  • What do #4 or #5 really mean to you and your organization?
  • Is #5 Optimization what you should be striving for in the first place?

I might suggest that “Optimization” be replaced by something like “Value Creation” (defined by concepts like knowledge,  analytics, collaboration, learning, innovation, and relationships).  Whenever I wonder if I’m helping a client “Optimize SharePoint”, I tend to think about maximizing value while minimizing the effort (and costs) involved for administrators, developers, project managers, and all individuals that use and support the platform.  Isn’t this the real nirvana we should be striving for?

I’m hoping to research this more over the course of this  year and am interested if other’s have attempted something like this.

January 14, 2011

Share Your Journey…

Changing the way people work, share information, manage knowledge, and communicate with each other is very much a challenge of organizational cultural. Let’s face it — implementing technology like SharePoint is a journey. Most of us IT or business professionals who have led or are currently leading their organization’s “social and collaborative” transformation leveraging the SharePoint platform share similar experiences. Many weeks or months of effort, off-hours and weekends learning & experimenting, and selling decision makers & users on the benefits. Our journeys have taken some groups from the dark ages of manual paper-based collaborative activities to innovative automated digital solutions built all on SharePoint. Some involve custom development, yet many were built with shoe-string budgets leveraging out-of-the-box functionality of SharePoint with the occasional third party application. It’s not often that those in trenches get to swap their stories. If you’re lucky, you get to attend one of the many SharePoint conferences and listen to someone else tell their story. Fortunately Microsoft understands the best way to share knowledge and sell the benefits of SharePoint is to let customers tell their own story and demonstrate real results and benefits in the real world. I encourage everyone to share your SharePoint story. The first step on the road to SharePoint success is simply understanding the possibilities so you can chart a destination of your own.

You have until February 16th to submit your story: http://sharepoint.microsoft.com/sharepointjourneys/Pages/default.aspx

 

January 2, 2011

2010 in review

The stats helper monkeys at WordPress.com mulled over how this blog did in 2010, and here’s a high level summary of its overall blog health:

Healthy blog!

The Blog-Health-o-Meter™ reads This blog is on fire!.

Crunchy numbers

Featured image

A Boeing 747-400 passenger jet can hold 416 passengers. This blog was viewed about 6,800 times in 2010. That’s about 16 full 747s.

 

In 2010, there were 41 new posts, growing the total archive of this blog to 78 posts. There were 36 pictures uploaded, taking up a total of 7mb. That’s about 3 pictures per month.

The busiest day of the year was August 17th with 153 views. The most popular post that day was How to Staff Your SharePoint Project.

Where did they come from?

The top referring sites in 2010 were linkedin.com, twitter.com, sharepointpmp.com, facebook.com, and sharepoint.alltop.com.

Some visitors came searching, mostly for messaging clip, microsoft sharepoint cost, microsoft sharepoint pricing, cost of microsoft sharepoint, and sharepoint roi.

Attractions in 2010

These are the posts and pages that got the most views in 2010.

1

How to Staff Your SharePoint Project August 2010
4 comments

2

How to Determine the True Cost of Microsoft SharePoint July 2009

3

SharePoint and Connectors July 2009
3 comments

4

Seven Tips for Managing Projects on SharePoint July 2010
2 comments

5

Ultimate Guide to SharePoint Governance – download the outline now. July 2010
4 comments

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