Enterprise Social Network Adoption in 5 Steps

122 Pages·2014·13.16 MB·English

Enterprise
Social
Network
Adoption in
5 Steps
!
A Practical Guide
to Combining
Systems of Record
with Systems of
Engagement
Written by Alan Hamilton

@alanghamilton
!
Enterprise Social Network
Adoption in 5 Steps
Alan Hamilton
Thanks for attending Social Connections VII
in Stockholm and for your feedback!
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Enterprise Social Network Adoption in 5 Steps
Alan Hamilton
Copyright 2014, Alan Hamilton
Any expressions of opinion in this book are solely those of the author.
Although this book refers to products from IBM, this book is in no way affiliated to or endorsed by IBM.
Dedication
For Diane.
i
Table of Contents
Foreword ........................................................................................................................ viii
1. Introduction .................................................................................................................... 1
Why would your organisation want to be social? .............................................................. 2
2. Establish a Vision ............................................................................................................ 3
Introduction ................................................................................................................ 3
Gain Agreement on the Vision ...................................................................................... 3
Management Imperatives ...................................................................................... 4
Grassroots Initiatives ........................................................................................... 5
Defining the Use Cases ................................................................................................ 6
Common Use Cases .................................................................................................... 8
Company Directory with Skills and Experience ........................................................ 8
Meeting Management ......................................................................................... 10
Systems of Engagement and Systems of Record ...................................................... 21
Managing Small Projects .................................................................................... 27
Managing Large Projects .................................................................................... 28
Innovation ........................................................................................................ 36
File Sharing ...................................................................................................... 38
Standardising Documentation ............................................................................... 46
Community News .............................................................................................. 55
Social Groups at Work ....................................................................................... 57
Socialising Other Systems ................................................................................... 57
Draft a Solution Statement .......................................................................................... 59
Define High-Level Expectations and Requirements ......................................................... 60
Link Requirements to Stakeholders ............................................................................... 60
Create a Baseline ...................................................................................................... 63
Review the Vision ..................................................................................................... 63
3. Leadership Commitment ................................................................................................. 66
Introduction .............................................................................................................. 66
Leadership Skills Gap ................................................................................................ 67
Communications ........................................................................................................ 69
Commitment to Culture Change ........................................................................... 69
Encouraging Others ........................................................................................... 69
Short Blog Articles ............................................................................................ 69
Video Blogging ................................................................................................. 70
4. Planning ....................................................................................................................... 71
The Basics ............................................................................................................... 71
Planning Advice ................................................................................................ 71
Low Hanging Fruit or Big Issues? ........................................................................ 72
Use the System Yourself .................................................................................... 72
People ............................................................................................................. 73
Overall Iteration Planning ........................................................................................... 82
Iterating ................................................................................................................... 85
5. Employee Engagement .................................................................................................... 86
Communications Planning ........................................................................................... 87
Determine the Goal ............................................................................................ 89
Identify and Profile the Audience ......................................................................... 89
Develop Your Messages ..................................................................................... 90
Channels .......................................................................................................... 91
...................................................................................................................... 91
Implement the Plan ............................................................................................ 91
Training ................................................................................................................... 92
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Enterprise Social Net-
work Adoption in 5 Steps
Your Team ....................................................................................................... 92
Executives ........................................................................................................ 93
Early Adopters .................................................................................................. 93
Training The Early Majority / Late Majority .......................................................... 94
6. Adoption ...................................................................................................................... 95
Step 1 - Integrate ...................................................................................................... 97
Step 2 - Customise ................................................................................................... 100
Step 3 - Governance ................................................................................................. 101
Define the Scope ............................................................................................. 102
Product Names, Referrals to the Organisation ....................................................... 102
Voice ............................................................................................................. 102
Non-Disclosure ................................................................................................ 102
Language ........................................................................................................ 102
Approval Process ............................................................................................. 102
Crisis Management Plan ................................................................................... 103
Training ......................................................................................................... 103
Enforcement .................................................................................................... 103
Systematic Nomenclature .................................................................................. 103
Step 4 - Evangelise and Motivate ............................................................................... 103
Stick with your Community Managers ................................................................. 106
Keep Close to your Execs ................................................................................. 106
Gamification ................................................................................................... 106
Step 5 - Mentoring ................................................................................................... 106
For the Mentor ................................................................................................ 107
For the Mentee ................................................................................................ 107
Step 6 - Measure ..................................................................................................... 108
Rinse and Repeat ..................................................................................................... 109
7. Conclusions ................................................................................................................. 110
iii
List of Figures
1.1. 5 Steps to Social Business Adoption ................................................................................ 2
2.1. 5 Steps to Social Business Adoption ................................................................................ 3
2.2. Steps to create a vision .................................................................................................. 3
2.3. Management imperatives ................................................................................................ 5
2.4. Grassroots initiatives ..................................................................................................... 6
2.5. IBM Connections Profile ................................................................................................ 9
2.6. A new Activity ........................................................................................................... 11
2.7. Adding a Section to an Activity ..................................................................................... 12
2.8. Sections for the Meetings ............................................................................................. 12
2.9. Meeting Preparations ................................................................................................... 13
2.10. Meeting Agenda ........................................................................................................ 14
2.11. Meeting Agenda Comment .......................................................................................... 15
2.12. Meeting Agenda Comment .......................................................................................... 16
2.13. Meeting Minutes ....................................................................................................... 17
2.14. To Do ...................................................................................................................... 18
2.15. Completing a To Do Form .......................................................................................... 19
2.16. To Do's in context ..................................................................................................... 20
2.17. All my To Do's in one place ....................................................................................... 20
2.18. A System of Engagement - Facebook ............................................................................ 21
2.19. A System of Record - IBM CICS ................................................................................. 22
2.20. Social Business is the intersection of Engagement and Records .......................................... 22
2.21. Activities Sidebar in IBM Notes 9 Social Edition ............................................................ 23
2.22. Drag and drop an email to the sidebar ........................................................................... 24
2.23. Sidebar closeup with email .......................................................................................... 25
2.24. How an email looks in IBM Connections ....................................................................... 26
2.25. A structured project in an Activity ................................................................................ 27
2.26. Trilog Group's ProjExec for Connections ....................................................................... 28
2.27. Model 1 - Small project .............................................................................................. 31
2.28. Model 2 - Multiple (small/medium) projects ................................................................... 32
2.29. Model 3 - Single Large Project .................................................................................... 33
2.30. Connections Construction Community ........................................................................... 34
2.31. Change Management Process in an Activity ................................................................... 35
2.32. Sticky Notes are a trademark of a brainstorming session ................................................... 36
2.33. Ideation in action in IBM Connections .......................................................................... 37
2.34. Desktop plugin integrated with Windows Explorer .......................................................... 39
2.35. Setting up a new connection ........................................................................................ 39
2.36. Greenhouse and SmartCloud connections ....................................................................... 40
2.37. The places your files can live ...................................................................................... 41
2.38. The Communities you have access to ............................................................................ 42
2.39. Right Click for the Context-sensitive Window ................................................................ 43
2.40. Sharing options ......................................................................................................... 44
2.41. Right Click for the Context-sensitive Window ................................................................ 45
2.42. Right Click for the Context-sensitive Window ................................................................ 46
2.43. Page History of the Social Networking page in Wikipedia ................................................. 48
2.44. What's changed in the document .................................................................................. 48
2.45. Who changed the document ......................................................................................... 49
2.46. Creating my wiki ....................................................................................................... 50
2.47. Setting up a Table of Contents ..................................................................................... 51
2.48. Creating wiki links for the Table of Contents ................................................................. 52
2.49. Creating a new page .................................................................................................. 53
2.50. Creating the content ................................................................................................... 54
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Enterprise Social Net-
work Adoption in 5 Steps
2.51. Who changed the document ......................................................................................... 54
2.52. Who changed the document ......................................................................................... 55
2.53. OpenSocial Example .................................................................................................. 58
2.54. Activity Streams allow you to connect to many systems ................................................... 59
2.55. Steps to create a vision ............................................................................................... 64
3.1. 5 Steps to Social Business Adoption ............................................................................... 66
3.2. Key Requirements for Leadership Commitment ................................................................ 66
3.3. The Competence Cycle ................................................................................................ 68
3.4. Ginni Rometty video blog ............................................................................................. 70
4.1. 5 Steps to Social Business Adoption ............................................................................... 71
4.2. Teams in your Project .................................................................................................. 73
4.3. Diffusion of ideas ........................................................................................................ 74
4.4. Use Cases - both Management and Grassroots .................................................................. 83
4.5. Iteration Plan, in Detail ................................................................................................ 84
4.6. Gantt-chart representation, divided into the iterative adoption steps ....................................... 85
5.1. 5 Steps to Social Business Adoption ............................................................................... 86
5.2. Four aspects of Employee Engagement ........................................................................... 87
5.3. Example Communications Plan diagram .......................................................................... 88
5.4. Training transition spectrum .......................................................................................... 92
6.1. 5 Steps to Social Business Adoption ............................................................................... 95
6.2. Iterative Adoption Cycle ............................................................................................... 95
6.3. Initial Proportions of Time Spent ................................................................................... 96
6.4. The Iteration Chasm ................................................................................................... 104
6.5. Maslow's Hierarchy of Needs ...................................................................................... 105
6.6. The different needs of mentor and mentee ...................................................................... 106
6.7. If you want to improve something - draw a graph ............................................................ 108
v
List of Tables
2.1. Example Overall Iteration Plan ........................................................................................ 6
2.2. Example list of expectations and requirements. ................................................................. 60
2.3. Requirements to Stakeholders ........................................................................................ 61
2.4. Requirements to Stakeholders with scores ........................................................................ 62
2.5. Requirements to Stakeholders in priority order ................................................................. 62
4.1. Core Team Structure .................................................................................................... 75
4.2. Early Adopters Briefings Plan ....................................................................................... 77
4.3. Interview with Joyce Davis, Community Manager ............................................................. 81
4.4. Example Overall Iteration Plan ...................................................................................... 83
vi
List of Examples
2.1. Example Solution Statement .......................................................................................... 60
2.2. Example Solution Statement 1 ....................................................................................... 64
4.1. Core Team Structure - Example ..................................................................................... 75
4.2. Early Adopter Briefings Plan ......................................................................................... 77
4.3. Detailed iteration plan, based on 6 steps iterative adoption .................................................. 84
4.4. Example multi-iteration Gantt chart ................................................................................ 85
vii