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The Social Business Journey
Creating A Coherent Sustainable Strategy
Charlene Li, Founder & Analyst, Altimeter Group - @charleneli
Brian Solis, Principal Analyst, Altimeter Group - @briansolis
34%Only 34% of social marketers use clear
metrics to associate social activities with
business outcomes
Source: Altimeter Group. Social Business Survey, Q4 2012.2
Why Most Social Strategies Fail
No Clear
Business
Impact
THE JOURNEY
PREPARE
ALTIMETER
© 2011 Altimeter Group
Strategy Requires Planning
Goals:
• Understand how
customers use social
channels
• Prioritize strategic goals
where social can have
the most impact
Initiatives:
• Listening/monitoring
• Internal audits
Metrics:
• Mentions, sentiment
Stage 1:
Listen to Learn
Customers want to be known
25-55 years old, analyst, graduate degree,
reads Real Simple & Wired
What would you do with a Watson
in your pocket?
“By the end of this decade, the
equivalent of Watson will fit in our
pocket.” – Dr. John Kelly
Stage 1: Best Practices
1. Define specific business goals and
objectives for listening
2. Select metrics based on those business
goals
3. Select and invest in a monitoring platform
4. Disseminate your learnings
5. Identify opportunities for the future
Goals:
• Amplify existing
marketing efforts
• Encourage sharing
Initiatives:
• Social content
• Risk Management
• Training
Metrics:
• Share of
voice, Fans, Shares, Bra
nd metrics, traffic
Stage 2:
Stake our Claim
Shell Tracks Reputation Impact…Daily
Stage 2: Best Practices
1. Link your social presence to business
objectives
2. Pass on engagement – for now
3. Develop sharable content
4. Establish governance with an eye to the
future
Goals:
• Drive considerations to
purchase
• Provide direct support
• Internal employee
engagement
Initiatives:
• Longer term campaigns
• Social support
communities
Metrics:
• Path to purchase, lower
support cost, Customer
Satisfaction
Stage 3:
“Dialog Deepens
Relationships”
Maersk Line maps and plans engagement by
type of relationship
17
Stage 3: Best Practices
1. Take strategic steps to engagement
2. Create rules and processes for engagement
3. Look beyond engagement activity metrics to
understand value creation
4. Communicate the impact of engagement
broadly
5. To scale, invest in a SMMS
6. Audit regularly for new social media usage
Goals:
• Set governance for
social
• Create discipline and
process
• Strategic business
goals
Initiatives:
• Create Center of
Excellence
• Enterprise Social
Network
Metrics:
• Process efficiency, link
to department business
goals, customer
Stage 4:
Organized for Scale
Social Business Exists Across the Enterprise
Marketing Sales Human Resources
Innovation Supply Chain
Ebay’s Global CoE coordinates across
functions, properties, and geographies
• Responsible for social strategy
• Alignment of roadmaps and plans
• Analytics and reporting infrastructure
• Monthly Social Media Council
meetings, with knowledge sharing
initiatives
Source: http://www.slideshare.net/influencepeoples/ali-croft-monitoring-social-media-ebay
Kelly Services uses ESN to cultivate internal
culture among its distributed workforce
"We are trying to build an inside culture
that encourages risk-taking and more
innovation at the front lines. It's critical to
enable people, at all levels, who have an
interest on a topic to be able to
communicate without going through a
chain of command.
Carl Camden
CEO of Kelly Services
Stage 4: Best Practices
1. BEWARE OF THE COE PITFALL
2. Develop a formal social business
organizational model
3. Define the role of the CoE
4. Continue to coordinate strategy through the
CoE
5. Develop stronger connections to business
metrics
Goals:
• Scale across business
units
• Moves into
HR, sales, finance, supp
ly chain
• C-level involvement
Initiatives:
• SMMS to scale
employees
• Social part of planning
process
Metrics:
• Enterprise metrics like
NPS, LTV
Stage 5:
Becoming a Social
Business
Autodesk’s online community deflects 25% of
support calls, delivers $6.8M ROI in one year
Stage 5: Best Practices
1. Engage executives beyond the champion with
focused pilots
2. Integrate CoE into core business functions
3. Mastering big data for customer intelligence
4. Leverage the enterprise social networking
platform
Goals:
• Social drives
transformation
• Integrates social
philosophy into all aspects
of enterprise
Initiatives:
• Redefine processes
• Enterprise-wide training
• One strategy managed
through disparate but
complementary teams
Metrics:
• Deep analytics tied to
functions and LoB
• Insights lead to adaptive
and predictive strategies
Stage 6:
Business is Social
ARAMARK must contend with separate
businesses and differing goals and objectives
ARAMARK’s challenges:
1. Over 255K employees
2. Organized into separate
businesses by industry
3. 1000s of client locations
4. Different client goals and
objectives
5. Ingredient brand
It’s equipped and enabled over 400+ locations to
manage social media – within parameters
 Rebranded for social
engagement, around
voice, purpose, and
image.
 Previously siloed, now
creating new processes
that result in improved
customer satisfaction and
sales across the value
chain
Stage 6: Best Practices
1. Redefine the company’s vision to integrate
social
2. Align incentives around convergence
3. Redefine the role of the CoE
THE JOURNEY
PREPARE
ALTIMETER
© 2011 Altimeter Group
#1 Ask the Right Questions
About Value
34
“We tend to overvalue the things
we can measure, and undervalue
the things we cannot.”
- John Hayes, CMO of American Express
# 2 Create a Culture of Sharing
35
#3 Master the Art of Failure
36
Innovate!
Google’s mantra:
“Fail fast, fail smart”
THE JOURNEY
PREPARE
ALTIMETER
© 2011 Altimeter Group
© 2012 Altimeter Group
38
SBS Advisory
Stakeholder
Engagement
Opportunity
Analysis
Strategy
Roadmap
Governance
Training
Vision
• Learn: What can be learned
from customers and community
• Dialog: The nature of our
interactions with customers
• Advocate: How to build
advocacy among customers
and community
• Support: How to provide
support via social channels
• Innovate: Using customer and
community to drive innovation
Social Business Initiatives Framework
Learn
Dialog
Advocate
Support
Innovate
Prioritize Initiatives Over Time
MONTHS 1-6 MONTHS 7-12
Year One
MONTHS 1-6 MONTHS 7-12
Year Two
MONTHS 1-6 MONTHS 7-12
Year Three
Example Social Business Strategy
Initiative Roadmap
41
#5 Establish Governance and Process
Define Key Processes and Create
Supporting Materials
AT THE END OF THE DAY…
…YOU ARE NOT ALONE.
These are the steps to drive your customers,
employees, and relationships forward in a
meaningful way. We can help you.
[Slides] The Social Business Journey: Creating a Coherent, Sustainable Strategy, by Charlene Li and Brian Solis

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[Slides] The Social Business Journey: Creating a Coherent, Sustainable Strategy, by Charlene Li and Brian Solis

  • 1. The Social Business Journey Creating A Coherent Sustainable Strategy Charlene Li, Founder & Analyst, Altimeter Group - @charleneli Brian Solis, Principal Analyst, Altimeter Group - @briansolis
  • 2. 34%Only 34% of social marketers use clear metrics to associate social activities with business outcomes Source: Altimeter Group. Social Business Survey, Q4 2012.2
  • 3. Why Most Social Strategies Fail No Clear Business Impact
  • 6.
  • 7. Goals: • Understand how customers use social channels • Prioritize strategic goals where social can have the most impact Initiatives: • Listening/monitoring • Internal audits Metrics: • Mentions, sentiment Stage 1: Listen to Learn
  • 8. Customers want to be known 25-55 years old, analyst, graduate degree, reads Real Simple & Wired
  • 9. What would you do with a Watson in your pocket? “By the end of this decade, the equivalent of Watson will fit in our pocket.” – Dr. John Kelly
  • 10. Stage 1: Best Practices 1. Define specific business goals and objectives for listening 2. Select metrics based on those business goals 3. Select and invest in a monitoring platform 4. Disseminate your learnings 5. Identify opportunities for the future
  • 11. Goals: • Amplify existing marketing efforts • Encourage sharing Initiatives: • Social content • Risk Management • Training Metrics: • Share of voice, Fans, Shares, Bra nd metrics, traffic Stage 2: Stake our Claim
  • 12. Shell Tracks Reputation Impact…Daily
  • 13. Stage 2: Best Practices 1. Link your social presence to business objectives 2. Pass on engagement – for now 3. Develop sharable content 4. Establish governance with an eye to the future
  • 14. Goals: • Drive considerations to purchase • Provide direct support • Internal employee engagement Initiatives: • Longer term campaigns • Social support communities Metrics: • Path to purchase, lower support cost, Customer Satisfaction Stage 3: “Dialog Deepens Relationships”
  • 15. Maersk Line maps and plans engagement by type of relationship 17
  • 16. Stage 3: Best Practices 1. Take strategic steps to engagement 2. Create rules and processes for engagement 3. Look beyond engagement activity metrics to understand value creation 4. Communicate the impact of engagement broadly 5. To scale, invest in a SMMS 6. Audit regularly for new social media usage
  • 17. Goals: • Set governance for social • Create discipline and process • Strategic business goals Initiatives: • Create Center of Excellence • Enterprise Social Network Metrics: • Process efficiency, link to department business goals, customer Stage 4: Organized for Scale
  • 18. Social Business Exists Across the Enterprise Marketing Sales Human Resources Innovation Supply Chain
  • 19. Ebay’s Global CoE coordinates across functions, properties, and geographies • Responsible for social strategy • Alignment of roadmaps and plans • Analytics and reporting infrastructure • Monthly Social Media Council meetings, with knowledge sharing initiatives Source: http://www.slideshare.net/influencepeoples/ali-croft-monitoring-social-media-ebay
  • 20. Kelly Services uses ESN to cultivate internal culture among its distributed workforce "We are trying to build an inside culture that encourages risk-taking and more innovation at the front lines. It's critical to enable people, at all levels, who have an interest on a topic to be able to communicate without going through a chain of command. Carl Camden CEO of Kelly Services
  • 21. Stage 4: Best Practices 1. BEWARE OF THE COE PITFALL 2. Develop a formal social business organizational model 3. Define the role of the CoE 4. Continue to coordinate strategy through the CoE 5. Develop stronger connections to business metrics
  • 22. Goals: • Scale across business units • Moves into HR, sales, finance, supp ly chain • C-level involvement Initiatives: • SMMS to scale employees • Social part of planning process Metrics: • Enterprise metrics like NPS, LTV Stage 5: Becoming a Social Business
  • 23.
  • 24. Autodesk’s online community deflects 25% of support calls, delivers $6.8M ROI in one year
  • 25. Stage 5: Best Practices 1. Engage executives beyond the champion with focused pilots 2. Integrate CoE into core business functions 3. Mastering big data for customer intelligence 4. Leverage the enterprise social networking platform
  • 26. Goals: • Social drives transformation • Integrates social philosophy into all aspects of enterprise Initiatives: • Redefine processes • Enterprise-wide training • One strategy managed through disparate but complementary teams Metrics: • Deep analytics tied to functions and LoB • Insights lead to adaptive and predictive strategies Stage 6: Business is Social
  • 27. ARAMARK must contend with separate businesses and differing goals and objectives ARAMARK’s challenges: 1. Over 255K employees 2. Organized into separate businesses by industry 3. 1000s of client locations 4. Different client goals and objectives 5. Ingredient brand
  • 28. It’s equipped and enabled over 400+ locations to manage social media – within parameters  Rebranded for social engagement, around voice, purpose, and image.  Previously siloed, now creating new processes that result in improved customer satisfaction and sales across the value chain
  • 29. Stage 6: Best Practices 1. Redefine the company’s vision to integrate social 2. Align incentives around convergence 3. Redefine the role of the CoE
  • 31. #1 Ask the Right Questions About Value 34 “We tend to overvalue the things we can measure, and undervalue the things we cannot.” - John Hayes, CMO of American Express
  • 32. # 2 Create a Culture of Sharing 35
  • 33. #3 Master the Art of Failure 36 Innovate! Google’s mantra: “Fail fast, fail smart”
  • 35. © 2012 Altimeter Group 38 SBS Advisory Stakeholder Engagement Opportunity Analysis Strategy Roadmap Governance Training Vision
  • 36. • Learn: What can be learned from customers and community • Dialog: The nature of our interactions with customers • Advocate: How to build advocacy among customers and community • Support: How to provide support via social channels • Innovate: Using customer and community to drive innovation Social Business Initiatives Framework Learn Dialog Advocate Support Innovate
  • 37. Prioritize Initiatives Over Time MONTHS 1-6 MONTHS 7-12 Year One MONTHS 1-6 MONTHS 7-12 Year Two MONTHS 1-6 MONTHS 7-12 Year Three
  • 38. Example Social Business Strategy Initiative Roadmap 41
  • 39. #5 Establish Governance and Process
  • 40. Define Key Processes and Create Supporting Materials
  • 41. AT THE END OF THE DAY… …YOU ARE NOT ALONE. These are the steps to drive your customers, employees, and relationships forward in a meaningful way. We can help you.

Notas do Editor

  1. Dell was listening for 9 months before it even started a social media presence in 2006. This laid the groundwork for success.
  2. How much do you really know about me? If we are going to be in a relationship, then I expect that you’ve taken the time to get to know me before we even meet. Trust becomes a significant issue. Relationship between privacy and permission
  3. http://www.maersklinesocial.com/our-social-media-channels-which-one-is-right-for-you
  4. http://www.sncr.org/node/445#.ULahXdPjmXgThe SolutionA self-contained online training module was selected as the ideal means for delivering training to North American employees. (PepsiCo recognized that this would limit presentation of the training to employees with access to the MyPepsiCo portal, but plans were set in motion to incorporate social media policy training into the annual face-to-face Code of Conduct training all of these employees receive.)The online module would contain a mix of text, graphics, audio and video, leveraging each based on its strengths, combining to offer a compelling and entertaining training module that employees could complete in no more than 45 minutes.The training concludes with a quiz that tests employees on their understanding of the issues presented in the training module. Upon successful completion of the quiz, employees are directed to an online survey where they are able to share their thoughts about the effectiveness of the training.Articulate, a Learning Management System (LMS)-compliant training software package, was selected as the platform for the training. Articulate is presented as a Flash element on a web page and requires no special add-ons or software (other than a web browser and Flash) for employees to use it.
  5. Transition: Support is multi-channel…Here’s a support community that’s directly integrated with their CRM system.Both reduced cost and improved Net Promoter Score.BUT WHEN DO YOU STEP IN?: Autodesk had support staff assigned, but they were initially overzealous, which left little room for “Super Fans” to help. They give those fans 24 hours to respond, and if they don’t, Autodesk does.Key points to communicate:Switched from Jive to eliminate upgrade and migration challenges. Saw an immediate improvement in vibrancy.Best practice around integration with CRM system (SFDC).Best practice around Measuring ROI and the impact on NPS. Why did they replace Jive and what caused the jump in vibrancy when they switched to Lithium?15 years with forums - Jive customer 5+ years. Several versions back9 month upgrade process. need to migrate again to get required capabilitiesLithium Best Practices/restructuring300% growth in use within six months of program re-launchCredit to restructuring and SEOAutodesk is one of our customers who has done a great job integrating with their salesforce CRM system:Interesting example – highly customized SFDC – did not use productized integrationUsing similar capabilities though: automated/manual escalations, case interrupt, metricsSupport for free and subscription customers, ensures customers are provide service commensurate with their entitlementsDoes all that involvement from the support team dampen community involvement?Initially it did because Autodesk team members were being overzealous and alienating the superfans. Superfans spoke up and it was remediedTheir conclusion is the 24 Hr SLA, if a community member hasn’t responded in 24 hours, an Autodesk employee respondsAutodesk has some fantastic ROI numbers, here is how they calculate the impact of the community:Use CIC for direct deflection and survey for calculating indirect:Did this solve your problem? Would you have submitted a ticket if it did not?25% call deflection - $6.8M/yearCompany background:Autodesk, Inc. is a multinational business known for its advanced 3D Design software including its flagship AutoCAD software. It has approximately 100 products, US$ 2 billion in revenue, and 6800 employees working across 95 global locations. In 2010 it hat 175+ support forums, many of which had low levels of participation.In 2011 it launched a support community on Lithium’s platformApproach:Visionary conception of support as a continuum: a) customer self-servicer b) customer based peer to peer c) Technical support agent to customer.subscription customers have the option to call technical support and speak with a support representative. The rest of participants would need to either use self-service on the website, or participate in the forumThe SLA stated that if a customer’s post to the forum was not addressed within 24 hours, a case was opened in the customer service and support (CSS) systemSupport personnel participate during their regular work shift. Customers are asked to decide for themselves if the forum solved their issue. To do so they select, “Case Closed Using Forum” when that is the situationFor tracking purposes, subscribers are surveyed and asked if they would have phoned in if the forum community had not solved their issue. Results:within six months of program re-launch: Number of visitors is up 10%, 300% growth in postsForum reply rates are 88% within 26 hours65% of subscriber issues would have resulted in a phone call had the forum not existed.36% of the 65% of subscriber issues raised in the forum are solved in the forum.To translate this into deflected calls, for the six months May – October 2011, 90,000 calls were deflected by the forum.ROI on the project to date is calculated at 2,000%NetPromoter scores are up 10%April 30, 2012<tags>#tech#community#support#jaimy#AO
  6. http://socialmediatoday.com/briansolis/497006/they-all-laughed-road-becoming-social-enterprisehttp://www.spredfast.com/social-media-resources/webinars/
  7. http://www.spredfast.com/social-media-resources/webinars/