One of the hardest problems technically is to allow external collaborators to work with internal team effectively. Security and privacy are the chief concerns. With the new paradigm shift, it brings big opportunities for us to do this correctly.

1. HOW To CONNECT TO Your Customers, PARTNERSSecurely, Privately, EFFECTIVELY Andy Harjanto andy@guppers.com

2. Agenda 2006-201?: Paradigm shift in Technology, Economy, Social Behaviors

3. WAYS TO COLLABORATE TO YOUR CUSTOMERS, PARTNERS TODAY

4. The Common Way: Exchanging EMail Gestone, LLC Suppliers IT manager has less concern about exposing internal resource to externals Email, Attachment can easily be forwarded to others Limited CollaborationMany 1-1; useful internalsites, docs ,data for externals are readily not accessible from Email No installation, just know other’s email address is sufficient

5. Make External As Users in Company Gestone, LLC - Employees Suppliers, Customers, Vendors, Contractors Document, Media Collaboration File Server Web Site …A new server just came online Is it secured??? I have to secure every server!! IT Manager

6. Make External As Users in Company (Cont’d) Collaboration between Internal and External users are fluid External users feel more as part of the team Security is a big concern, there could be too many servers too manage; One or two servers may not be secured for externals While Internal security attack is hard to mitigate, Letting External into a secure environment can be devastated (e.g sending docs to competitors) Answering a simple question like: “What files, sites Melissa has access to?” is really hard

7. Single Sign-On and Federation Gestone, LLC - Employee Suppliers, Customers, Vendors, Contractors Logon locally and access other company’s resources Normal Access Established Trusts Security Services Security Services File Server Document, Media Servers Web Servers

8. Single Sign-On and Federation (Cont’d) Good user experience. User only remembers one set of credentials to access many resources in other companies With a new technique called “Claim Based Security”, richer way to express security controls. For example, “Access Allowed for person’s who have VP title” Need to install and maintain new servers (Security Token Services) on both companies. New client software or OS (operating system) may need also be installed Still Resource Based Model, what it means that security audit must go thru each resource. Answering “Who Has What” access is not easy

11. So, What We Should Build? The foundation should focus on how team collaborates User is the primary driver. Activities, status, content creation should be the front and center to others No New Standards. We do just fine with the current standards in this new world .JPG IM SMS .PDF Email HTTP RSS

12. What Are The Core Requirements For External Collaboration? Use common tools that we use daily (Email, IM, SMS, Browser). The Following Core Resources Are Good Enough. Seriously, No Need For 10K Software License Anymore Capturing Conversations Unstructured Data(Doc, Pic, Videos) Structured Data(Database, List) Event/Time Management User Activities

13. What Are The Core Requirements For External Collaboration? (Cont’d) IT Manager: Do not compromise security. I MUST be able to lock down the organization security For interaction with customers, allow easy access to and sharing with social media services

14. THE WAYS TO Collaborate WITHYOUR CUSTOMERS, PARTNERS Addressing The Problems and Requirements THE NEW World EDITION

15. Let’s Address Security Concerns, First Resources are cleanly,clearlyseparated by groupcollaboration unit Engineering Team Group(Gestone LLC, R&D - Internal) Project X Group(Collaborate with Other Companies)

16. Finding Who Has What Access Is So Easy For example: Amy as a Member of Project X has Read Access To All Documents Read and Create Access to Lists Read Access To Group Calendars Scoped To this Collaboration Unit Project X Group(Collaborate with Other Companies) Note: Resources may physically resides on different servers; but the service enforces the access

17. Collaborate Naturally Model Your Digital World From Real World Marketing Team Of Doctors Marketing Team Of Doctors Family School Projects Family School Projects

18. Collaborate Naturally (Cont’d) Let User Choose How To Communicate Texting, Mobile Email Email, Browser Project X

19. Socially Sharing and Connecting Collaborate Internally within the Group Push Information Publicly Your Customers Are Socially Active Online,… Bring The Goods To Their Places

20. Example OF User Experience

21. A sample company Business Activities A Person may belong to many groupcollaborationunit

22. Multiple Channels (Email, IM, Browser)can be used to access this collaboration unit

23. It’s up to the user to pick the communication channel appropriate for him for a given collaboration unitfor ranges of time scheduled

24. Structured and Unstructured Data For Group Collaboration

25. Access can also be controlled with roles

26. Summary The new paradigm shift is happening, while we’re still using technology built 20 years ago New, simpler and more external facing infrastructure is needed Best way to model in digital world is to replicate in the real world Group is the based of collaboration platforms People attachment to their gadgets ( mobile phone, iPhone, netbook, Blackberry), less interested in heavy full-feature software. Don’t keep asking customers to come to your site, bring your good news where your customers live digitally Finally, KeepIt Simple! Collaboration should be effortless and simple. It has been done and perfected thousands of years ago, thanks to our early ancestors.

27. Other Related Slide Decks How To Get Your Team Participating and Collaborating More Effectively Got Plain Old Cell Phone? Let’s Do Interesting Stuff Let’s discuss more on: Linked-in Group Getting notifications on new articles: Facebook, Twitter

28. End OF THE Slide DECK Andy Harjanto andy@guppers.com Twitter: @harjanto