Enterprise Social Networking: Strategy and Implementation with SharePoint 2013

Credera is a full-service management and

technology consulting firm. Our clients range

from Fortune 1,000 companies to emerging

industry leaders. We provide expert, objective

advice to help solve complex business and

technology challenges.

Dallas Office15303 Dallas ParkwaySuite 300Addison, TX 75001

972.692.0010 Phone972.692.0019 Fax

Denver Office5445 DTC ParkwaySuite 1040Greenwood Village, CO 80111

303.623.1344 Phone303.484.4577 Fax

Houston Office800 Town & Country BlvdSuite 300Houston, TX 77024

713.496.0711 Phone713.401.9650 Fax

Austin Office9020 N Capital of Texas HwySuite 345Austin, TX 78759

512.327.1112 Phone512.233.0844 Fax

Enterprise Social NetworkingStrategy and Implementation with SharePoint 2013

Dallas, TXApril 4, 2013

Welcome & Introduction …

Jesus Salazar is a Principal with Credera’s Microsoft Solutions Practice and held a seat on the Office 14 Developer Advisory Council

Jesus J Salazar, Principal with Credera

• 13 years of experience with Microsoft-based technologies

• Experience delivering IT solutions to medium and large businesses

• Strong focus on SharePoint since 2003

• Microsoft Certified Professional

• Member of the Office 14 Developer Advisory Council where he helped shape

the features and architecture of the next generation of Microsoft Office and

SharePoint

April 4, 2013

Credera - SharePoint TechFest 2013 – Enterprise Social Networking

3

Welcome & Introduction …

Will Stokes is an Architect with Credera’s SharePoint Practice and has been developing SharePoint solutions for over 15 years

Will Stokes, Architect with Credera

• 15 years of experience with Portals and Microsoft-based technologies

• Experience delivering SharePoint solutions to Fortune 500 Companies

• Strong focus on SharePoint since 2007

• Microsoft Certified Professional

April 4, 2013


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Credera Twitter Contest …

What is the biggest reason to upgrade to SharePoint 2013?“ – Tweet us your answer and win a prize!

• Credera Twitter contest: "What is the biggest reason to upgrade to SharePoint 2013?"

– Tweet your answers to @CrederaMSFT

– 3 lucky tweeters will receive a Starbucks gift card for participating

– Winners will be announced via Twitter at 4:00 p.m.

– Prizes will be available for the winners between 4:00-4:30 p.m. at the Credera booth in the exhibit hall

• Have specific questions during the presentation?

– Ask your questions by using the hashtag - #sptechfest

– Credera architects will be standing by to respond

April 4, 2013


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Agenda …

Thank you for coming – we hope you find our discussion insightful and walk away with a couple of things your organization has not yet thought of

• Social Networking Overview

• SharePoint Social Features

• Demo

• Implementation Best Practices

• Conclusion

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Social Networking Overview

April 4, 2013


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… Effective social networking can help users develop new relationships, maintain existing ones, and share their ideas in

real-time, which allows for rapid feedback and collaboration.

Enterprise Social Networking focuses on the use of online social networks

or social relations among people who share business interests and/or

activities

Enterprise Social Networking enriches an organizations ability to generate and share content in a much more rapid and dynamic fashion

Social Networking Overview … Definition …

April 4, 2013


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Social Networking Overview … Famous Quotes …

The paradigm of taking people out of processes for efficiency has been replaced by putting them back in order to drive innovation and accelerate change

“The only irreplaceable capital an organization possesses is the knowledge and abilities of its people. The productivity of that capital depends on how effectively people share their competence with those who can use it.” - Andrew Carnegie

“Many ideas grow better when transplanted into another mind than the one where they sprang up. “- Oliver Wendell Holmes

“Intellectual property has the shelf life of a banana.” - Bill Gates


April 4, 2013 9

Social Networking Overview … History…

In an effort to scale to the amount of data we consume, the creation and sharing of information has shifted from institutionally controlled to consumer controlled

. . .

contribute

Consumer ControlShiftInstitutional

Control

Newsletter

Distributed Mediation

publish

contribute

contribute

Centralized Mediation

SOPs

User Manuals

Comment

Blog

IM

Old Way New Way

April 4, 2013


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Social Networking Overview … The Value of Social Networking …

Enterprise Social Networking allows users to intuitively provide, gather, and organize context across an organization

Technology

People

Process

user

man

uals,

train

ing s

oftwar

e, CR

M …

documentation, SOPs, best practices …

scheduling, resource management, record keeping …

Tips & Tricks Decisions and Reasoning

Knowledge Base

Address Gaps

Innovation

Problem Solving

Flexibility

Feedback

EnrichedContent

CONTEXTTacit Knowledge

Pitfalls

April 4, 2013 11

Social Networking Overview … Information Safety Net …

Enterprise Social captures lost wisdom by acting like a safety net to ensure tacit information is gathered and shared with those who would benefit from it

Technology

People

Process

user manuals, training software, CRM … documentation, SOPs, best practices …

Traditional Work Products

Enterprise Social Networking

feedback

tips

opinionstrib

al

knowledge

preference

s

workarounds

gotcha

s

ideas

Traditional Work Products


April 4, 2013 12

Social Networking Overview … Myths and Misconceptions …

Myth #1: Social Networking in the workplace is a distraction that will decrease productivity and waste time

• A majority of organizations we talk to have major concerns about implementing Social features

• Sometimes social features are thought of as a distraction and will decrease productivity

• Informal social networking interactions actually help improve company culture and overall employee enjoyment

• If accountability is there to do ones job, social just becomes a tool to help an employee do it more efficiently and effectively


April 4, 2013 13


Myth #2: Nothing beats picking up the phone or meeting face to face – Social Networking will give our employees an excuse to completely avoid each other

If people are too disconnected, siloed thinking occurs and innovation is stifled again

0.30

0.25

0.20

0.15

0.10

0.05

0.00

0 30 60 90 ... Separation

distance in feet

Tom Allen, MIT, 1977

Probability of communicating at least once a week

Face to Face

Siloed Workers


April 4, 2013 14

Face to Face time often results in Groupthink or stifles

innovation

The goal of Social is to “Normalize” distance and help knowledge sharing occur at a

more optimal level


Myth #2: Nothing beats picking up the phone or meeting face to face – Social Networking will give our employees a way to completely avoid each other

Ref: “The Strength of Weak Ties”, Granovetter, 1973

Did you know?

Didn’t know that, great

idea!

I’ve got an idea!

Funny, I’ve got the same idea.


April 4, 2013 15


Social Networking blurs the lines of proximity and the strength of ties and puts all teams on an optimized playing field where these things don’t matter as much

Bulletin Board

Face to FacePhone, SMS,

Conference Line, IM

Email, Intranet

Together Apart

T

og

eth

er

Ap

art

Space

Tim

e

Groupthink

Scalability

Knowledge Capture

Not Enough Collaboration


April 4, 2013 16

Time-Space Collaboration Matrix


Social Networking blurs the lines of proximity and the strength of ties and puts all teams on an optimized playing field where these things don’t matter as much

Groupthink

Scalability

Knowledge Capture

Not Enough Collaboration


April 4, 2013 17

Connected Enterprise = Business Agility

Ref: Mark Stone, Microsoft

SharePoint 2013 Social Features


April 4, 2013 18

SharePoint 2013 Social Features ...

SharePoint 2013 brings best of breed social capabilities in a single solution to be coupled with its industry leading collaboration platform

Communities

Search Social

Profiles

Our Favorite Social Features

• Points, Badges, Best Reply's, Likes

• OneNote• Task Management

• Topics• Activity feed• Notifications• Configurable Profile UI• Documents in SkyDrive

• People search• Community Search• Preview of Best

• Follow• Mentions• Hashtags• Related Tags


April 4, 2013 19

SharePoint 2013 Social Features ... Yammer …

Last year Microsoft signaled how serious they are taking Enterprise Social by acquiring Yammer and starting along a very exciting roadmap

Basic Integration

Today

Web Parts Open Graph

(actor, action, object)

Deeper Connections

Tomorrow

Documents Feeds Identity

Connected Experiences

Future

New experiences that combine social, collab, email, instant

messaging, voice, and video

“Yammer is our big bet for enterprise social, and we're committed to making it the underlying social layer for all of our products” – Jared Spataro, MOD


April 4, 2013 20

Demo


April 4, 2013 21

Her assignment is to choose a new accounting system. She has been told that their Tokyo office is currently updating their

expense reporting system so she should reach out to them and see if they have any tips or tricks for her.

Nancy Smith was just hired by Contoso to work within their Finance

department. She doesn’t know anyone, doesn’t have a feel for how

things are done, and has already been given an assignment

The best way to showcase SharePoint 2013 Social features is by walking you through the day of an average employee

Demo … Scenario

April 4, 2013


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Implementation Best Practices


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Implementation Best Practices … Tactical vs Strategic …

There are two kinds of projects, Tactical and Strategic social initiatives – The approach you take depends on overall goals and the resources you have

Business Impact

Project Management

Tactical Strategic

General Project Duration

Budget

Scope

ROI

Technology Scope

Cultural Shift

Highest Order Benefit

Executive Sponsorship

1 Month

Lower

Function/Team

Recommended

Small/Medium

Limited (1 Technology)

Weak

Efficiency

6mo – 1yr

Higher

Department/Organization

Required

SignificantComprehensi

ve/Highly

IntegratedStrong

Innovation/Make Money


April 4, 2013 24

For a Strategic social Initiative, you need to have support on many fronts in order to have a successful implementation

Successful Strategic Social Implementation

Steering Committee

Network Architecture

Company-wide rollout

System Integrations

Executives and Influencers

Awareness and Promotions

Needs assessment/success criteria

User and Executive Training

Success Factors for Strategic Social

Implementation Best Practices … Strategic Success Factors …


April 4, 2013 25

Since user adoption and critical mass is so important, how do you know when you have achieved a sustainable state?

• How do I know that I have turned the corner on my social communities and that I am in the clear?

• Here are some classifications that will help you to determine where you are at

According to Gartner, “Sustained” means that you have roughly a usage ratio of

1 : 9 : 90 (initiating : participating : observing) for your solution

Social Solution Evolutionary Path

At Risk• Inconsistent

usage• Poor

response/participation

Sustained

• Ongoing Use• Some risk of

relapse• Dependent on

one person

Evolving

• Broadening Scope

• Little to no dependency on Originator

Integrated

• Mission Critical• High Ratio of

contributors and observers

Implementation Best Practices … Social Solution Evolution …


April 4, 2013 26

What can you expect when rolling out a Strategic “Social” initiative?

Opportunistic• Twitter Style

Bursts• People

reaching out of their Silos

Typified• Communities Forming• Strong Project Collaboration• Various “Monitored” channels

Externalized• Externalized

Social Collaboration

• Mission Critical on Many Fronts

0-2 Months

6 Months 12 MonthsRef: Gartner

• Initially you employees will seek “Instant Gratification” and start exploring

• At the 6 month mark, ideally you will see teams forming and collaborating on their own using social technologies

• Once your employees learn to collaborate internally using social technologies, the demand for collaborating externally will steadily grow

Expected Strategic Social Timeline

Implementation Best Practices … What to Expect …


April 4, 2013 27

Implementation Best Practices … Key Ideas …

A social initiative has some dynamics that are different from other types of projects

• There are a few things to keep in mind when planning your social initiative

1. Social technologies are OPTIONAL

2. User Adoption must be at a critical mass for ANY social solution…maintain sustainable adoption

3. Social requires a little bit of Top-Down information flow to help steer conversations and to “Prime the Pump”

4. Know what your “affinity” for social is as an organization

5. Strategic Social as an IT run initiative is not a great idea… If you must do this, start with a small pilot and expand naturally from there


April 4, 2013 28

Implementation Best Practices … Key Ideas …

A social initiative has some dynamics that are different from other types of projects

7. Taking benchmarks then measuring deltas and communicating success stories will be key in continuing to “Market” your initiative

8. Although the features in 2013 are sound…significant effort will be spent on the coaching, organizational management, and governance of social

• There are a few things to keep in mind when planning your social initiative

6. Know what goals you want to accomplish by leveraging social… Identify solutions, not features!


April 4, 2013 29

Implementation Best Practices … Governance …

Even though information flows more freely throughout your organization, governance is key to minimize liabilities for your organization

• Some organizations worry that they are asking for a lawsuit by documenting micro-information on an ongoing basis

• Although transparency is a goal, if users are being exposed to information they shouldn’t…you are doing it wrong!

• Governance and community management is key!


April 4, 2013 30

Enterprise Social Governance

Keep it simple!

Less control/More Leadership

Measure based on your

goals

Set the appropriate

tone

Social Governance Principles

Conclusion


April 4, 2013 31

Conclusion …

Moving towards Enterprise Social will feel a lot like you are giving up control but remember, Enterprise Social = Business Agility

• Similar to when Agile development came about, there was a lot of angst and sometimes despair with letting go of control

• Now the benefits of self organization, cross-functional teams, and adaptive planning are undisputed and widely adopted

Trust in the process, Trust in your employees, and have fun!!!


April 4, 2013 32

About Credera …

Our clients hire us to own their toughest problems; they retain us because we keep our promises

Management & Technology Consulting Firm

• MS Gold Certified Partner

• Member of Microsoft’s SharePoint Development Advisory Council (DAC)

• IW Competency (Microsoft’s Corporate SharePoint Certification)

• Certified provider of SharePoint Deployment Planning

• Established 1999

• Offices in Dallas, Houston, Austin, Denver

How We Serve Our Clients

• We provide expert, objective advice to help solve complex business and technology challenges

• Our clients hire us to own their toughest problems; they retain us because we keep our promises

• Services: Management Consulting, Technology Solutions, Mobile Solutions, Business Intelligence

Microsoft Solutions Offerings

• Custom Application Development

• Enterprise Portal Design & Implementation

• eCommerce

• SOA & Business Process Integration

• Customer Relationship Management (CRM)

• Business Intelligence & Data Warehouse

Client Sampling


April 4, 2013 33

Contact Information:

Jesus J Salazar - [email protected]

Will Stokes – [email protected]

www.credera.com

Follow us on @CrederaMSFT

Blog: http://blogs.credera.com

Careers: http://careers.credera.com

Thank you for attending!

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mailto:[email protected]

http://www.credera.com/

http://blogs.credera.com/

http://careers.credera.com/

Credera is a full-service management and

technology consulting firm. Our clients range

from Fortune 1,000 companies to emerging

industry leaders. We provide expert, objective

advice to help solve complex business and

technology challenges.

Dallas Office15303 Dallas ParkwaySuite 300Addison, TX 75001

972.692.0010 Phone972.692.0019 Fax

Denver Office5445 DTC ParkwaySuite 1040Greenwood Village, CO 80111

303.623.1344 Phone303.484.4577 Fax

Houston Office800 Town & Country BlvdSuite 300Houston, TX 77024

713.496.0711 Phone713.401.9650 Fax

Austin Office9020 N Capital of Texas HwySuite 345Austin, TX 78759

512.327.1112 Phone512.233.0844 Fax

Enterprise Social Networking: Strategy and Implementation with SharePoint 2013

Technology

optimized

solve complex

things dont

credera twitter

strategic

practices

social initiative

critical mass