Slide 1 we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited SOLGM 2014 The Digital Workplace as a tool of transformation
Slide 1we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
SOLGM 2014
The Digital Workplace as a tool of transformation
Slide 2we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
2004: What got us going…
Alignment to biz priorities
What are the organisation’s aspirations, as expounded in superordinate “Goals”?
What are the measurable or observable results that tell us we are meeting or moving towards our goals?
How is information created, shared and exploited in order to deliver on the results needed?
What IT platform infrastructure and software is needed to provide and secure the information wherever and whenever it is needed?
GOALS
RESULTS
iNFORMATION
TECHNOLOGY
Slide 3we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Strategy/Information Mgmt/implementation
Experience from
Slide 4we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Relevance to 1st and 2nd tier?
Key strategic drivers
Large organisationHow to move the culture…
Geographically or Silo DistributedHow to have individuals and teams act as one organisation
High Risk of Information AccidentsHow to build “Our way” of managing crucial information
Create momentumHow to drive Strategic and Tactical Improvement Agendas
Engaging with the communityEffective interaction over a wide range of channels
Slide 5we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Why Digital Workplaces?
Common operational challenges
Minimising the learning curve
Making new people productive & safe
Managing risk and customer relationships
Knowing what crosses your borders
Efficient and connected
Working in the field
Create Momentum
Online with customers and partnersKnow what’s happening and not
Measures & Indicators
Geographically Distributed
Embedding improvement
Slide 6we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Why Digital Workplaces?
GRiT in action
Minimising the learning curve
Making new people productive & safe
Managing risk and customer relationships
Knowing what crosses your borders
Efficient and connected
Working in the field
Create Momentum
Online with customers and partnersKnow what’s happening and not
Measures & Indicators
Geographically Distributed
Embedding improvement
Large organisationHow to move the culture…
Geographically or Silo DistributedHow to have individuals and teams act as one organisation
High Risk of Information AccidentsHow to build “Our way” of managing crucial information
Create momentumHow to drive Strategic and Tactical Improvement Agendas
Engaging with the communityEffective interaction over a wide range of channels
OUR DIGITAL WORKPLACE
Slide 7we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
CONNECT
DELIVER
CONTROL
COLLABORATE
PROCESS
Presence/IM/Voice…Team Co-ordination
Communities of PracticeShared resource booking
Project/other collaborationSocial tools
Key documentsForms & TemplatesKnowledge Base
How to Guides/VideosMaster Data
Retention & Disposal
Corporate commsNews & EventsWho to contact about whatContact detailsExperience/qualificationsFollow people
Business process & workflowOnline formsOnline servicesAccess/integration to online systemsData reporting & DashboardsBusiness Intelligence
Creating & sharing DocumentsManaging/finding important Email
Drawings & PhotosCase file & Project management
Scanning paper recordsManaging paper
What’s covered? What matters to you
Your digital workplace?
Slide 8we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
OK, so how?
The right Platform
…necessary but not sufficient
The curtain raiser
The main event
… how you orchestrate
Slide 9we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
How we know60+ implementations
Slide 10we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
One Solution or Many?
EDRMS ECM• Records management• Hold documents• Search for documents
• Records management• Hold documents• Search all content• Intranet• Minutes and agendas• Submission management• Project management• KPIs and reporting• Working with third parties• Online services…Holding information
Making information available Drives how we work
Intranets• Message• Convenience info• Gateway to systems
1990 2000 2010 2020
Bespoke…
Slide 11we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
NEW ZEALAND PRESENCE
Strong Presence
NZ Capability?
None/Minimal
A new game in town (Gartner, Sept 14)
Slide 12we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
ECM Platform Characteristics
Delivered on one (often) pre-existing platform
Can do a lot with little or no software development
Designed, built, maintained internally
Browser based – no costly training
Mobile and off-line available
Limited reliance on your already overstretched IT team
But…
Slide 13we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Large organisationHow to move the culture…
Geographically or Silo DistributedHow to have individuals and teams act as one organisation
Know what’s happening and notHow to get Measures & Indicators to people who will use them
How does your intranet help with this?
Slide 14we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Minimising the learning curveMaking new people productive & safe
Geographically DistributedEmbedding improvement
Slide 15we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Working here
Slide 16we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Embedding Improvement: Templates
Slide 17we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
High Risk of Information AccidentsHow to build “Our way” of managing crucial information
Slide 18we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Building “Our Way” of running projects
PROJECT HOME PAGE
PROJECT LIBRARY
PROJECTS OVERVIEW
Slide 19we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Knowing what crosses your bordersLocking down; approvals, quick views
Slide 20we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Create momentumHow to drive Strategic and Tactical Improvement Agendas
Know what’s happening and notHow to get Measures & Indicators to people who will use them
Create Momentum
Online with customers and partners
Slide 21we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Work in progress dashboard
Slide 22we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Focal Point for a Strategic Project
Slide 23we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Breaking down silos: Hub pages
Slide 24we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Ok, the main event
How do we make it happen?
Slide 25we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Learnings from 60+ implementations
Slide 26we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Bringing it all together
EnableDesign ECM as a lego platform
EnergiseBuild the coalition
EmpowerReal improvement means GYO
EconomicsMake smart cost choices to release funds ECM
Provision a base platform
Slide 27we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Bringing it all together
EnergiseBuild the coalition
Slide 28we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Transformational changeMulti-disciplinesMulti stakeholders and support
Energise
What’s needed
Slide 29we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Strategy Framework
User experience
Business Benefits
Next Steps
Energise
Compelling and clear
Slide 30we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Expo’s : Strawman of the futureSurveys; interviews; dialogue
Energise
Engaging techniques
Slide 31we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Bringing it all together
EnableDesign ECM as a lego platform
Slide 32we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Knowledge BaseTemplatesDocumentsLinks ; How To
Communities of Practice
Controlled Document hubs
Case file hubs
Team workspacesTeam levelService levelDirectorate level
Subject matter basedCollaborationKnowledge resources
Policies, Business Planning, Protocol…Small group curates theseContent consumed by many people
Project workspaces Collaboration; Internal/external useRecords of projectLinked back to aggregated views/control
Incidents; Service Requests; Personnel Files; Contracts …Content organised by caseLocal control & setting permissions
Committee/Board Governance Service levelDirectorate levelExec level
Enable
Key Design Patterns
Slide 33we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Over time: the bright spots grow and join
LTCCP
Contracts
Corporate
Projects
Knowledge
Slide 34we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Enabler
Sharing solutions
Slide 35we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Bringing it all together
EmpowerReal improvement via GYO
Slide 36we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
HeatherYvette & DaveMikeBridgetChrisSam and RobinAvishKevinJay and LindaOliviaChrisJennNick…
GYO Solution Specialists
Empower
Grow your own…
Slide 37we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Empower
Solution Specialist key activities
facilitate
advocate train, floor-walk
configure
Who are they? What are they doing now?
Slide 38we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Bringing it all together
EconomicsMake smart cost choices to release funds
Slide 39we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Change out EDRMS for ECM
5 year costs~$250k license + $200k transition
5 year cost: $750k plus possible upgrade costs
2015 2016 2017 2018
Year 1/2 transition costs about equal to existing
EDRMS annual fees
2019
savings
savings
license fees example ~ $50k pa
Existing EDRMS license fees ~$150k pa
~$300k direct savings+ other savings
savings
savings
savings
savings
Slide 40we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
System consolidation
Separate Systems & Projects
One System: ECM
at least 20-30% savingmany systems > one system
intranet doc mgmtextranet point solutions
Slide 41we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
HeatherYvette & DaveMikeBridgetChrisSam and RobinAvishKevinJay and LindaOliviaChrisJennNick…
GYO Solution Specialists
Economics
Grow Your Own… less vendor and IT time
Slide 42we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Granular control on where effort/cost goes
Sharing info Intranet/Extranet/Portals
EDRMS basePRA compliance grade
StreamliningBusiness processes
IntegrationCitizen/Partner/Line of Biz
What solutions, when
driven
Value Staircase
Slide 43we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
Getting there
Slide 44we’ll make it work. together. COMMERCIAL IN CONFIDENCE © 2014 Information Leadership Limited
More Information
• Information for Councils here:http://informationleadership.com/councils
• Here today• Visit our stand• Email me for slides [email protected]• Fortnightly newsletter
– Case studies, tips and tricks, profiles etc.
• White papers, case studies, resources at:– www.informationleadership.com