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Deepen engagement with customers, partners
and employees

Sergio Loza | IBM Social Busines & Collaboration

          @lozass


May, 2012




                                                   © 2012 IBM Corporation
Agenda


         - Insights from CEO study

         - What is Social Business

         - Engaging Customers as Individuals

         - Empower Employees to Act quickly on Customer
           Insights

         - How IBM can help?




                                                   © 2012 IBM Corporation
2012 CEO Study – Leading through Connections
Highlights of the Global Chief Executive Officer Study



- 64 countries | 1709 CEOs | 18 Industries

  Leaders are recognizing our new connected era is
 changing how people engage.
Technology pushes to the top
Technology is dramatically changing the way we live and
work




                                                          How I Work
How I Buy                                                 Collaborating from
Interacting with peers                                    anywhere at any time
and engaging with                                         with a number of
companies I do                                            devices.
business with.




                         How I Engage
                         Tapping into a wide variety of
                         insight and expertise.
Key recommendations from the 2012 study
Agenda


         - Insights from CEO study

         - What is Social Business

         - Engaging Customers as Individuals

         - Empower Employees to Act quickly on Customer
           Insights

         - How IBM can help?




                                                   © 2012 IBM Corporation
Social Business is the application of social collaboration
tools & culture to business roles, processes and outcomes
   
       Share ideas, expertise, sense of purpose
   
       Deliver insights in near-real time, in context
   
       Connect to people in meaningful ways – instantly.
   
       Keep content up-to-date, accessible and secure
How does a Social Business operate differently?

employees                       customers                   partners
Self-forming teams              Leading the conversations   Becoming on-demand
seamless connecting             that define brands          extensions of the enterprise




                                   communication and
                                     transformation
        product design                                        customer care
        and introduction


                                   collective
     talent and skill             intelligence                      real time market
                                                                     segmentation
     development



                           global sales           advocate-based
                           contests                 marketing
Outperformers

      Organizations that surpass industry peers in terms of revenue
      growth and profitability according to the CEOs. Compared to
      underperformers:


     Engaging
                    ●
                        73% more outperformers excel at managing
                        change


    Transparent     ●
                        84% more translate insights into action better than
                        industry peers

      Nimble
                    ●
                        48% more are moving into different industries
Agenda


         - Insights from CEO study

         - What is Social Business

         - Engaging Customers as Individuals

         - Empower Employees to Act quickly on Customer
           Insights

         - How IBM can help?




                                                   © 2012 IBM Corporation
Change is required to meet customer expectations



• Understand and act
•   CEOs are implementing extensive changes to enable faster, more relevant responses to
    markets and individuals.
Exceptional Web Experiences Matter, Everywhere...

                                                                                                                                  Every online interaction, both
                                                                                                                                  external and internal, are
                                                                                                                                  opportunities drive profits, elate the
                                                                                                                                  customer, empower the employee
                                                                                                                                  and increase productivity




       Customer Engagement

   5% reduction in customer defection rate can increase profits by 25-125%, depending on the industry.
   Bain & Co
   Customers purchasing on tablet computers have 2% higher conversion rates and 20% larger order
   size. Wall Street Journal


 Source(s): Organizational Engagement, Gallup Consulting, Reduction in Customer Defection rates, Bain & Co, Return on Behavior Magazine., Tablet's ultimate buying machine,
 September 28 2011, Wall Street Journal, Retailer losses from customer experience, Harris Interactive Tea Leaf Online 2010 survey, September 23 2010, Fast Company Magazine   © 2012 IBM Corporation
                                                                                                                   Screen shots NOT to be redistributed
Most large enterprises have an average of 12 internal/external web
properties


    One of those may be a Commerce site

    Web Experience solutions used to manage the rest
         
           .com informational sites




                                                                    Transactions
         
           Intranet(s)
         
           Customer service sites
         
           Partner / franchise / dealer sites
         
           Account management & bill
           presentment/payment sites
In Banking, Insurance, Healthcare, Government, Education, etc




 troweprice.com     jnj.com         ncaa.org            www.gov.qa                 us.manpower.com   kp.org
                                                        Qatar citizen self-svc                       Kaiser Permanente
                                                                                                     © 2012 IBM Corporation
IBM Web Experience Platform

    Social:
    
             New Community Pages
    
             OpenID Authentication Google, Facebook ID
    
             New Article, Blog and wiki templates drive expert, social contributions
    
             New IBM Connections Files and Profiles Entitlement

                                          Mobile:
                                          
                                               New IBM WebSphere Mobile Portal Experience theme helps control the look and feel,
                                               page navigation, and content navigation on a smartphone
                                          
                                               IBM Web Experience Factory



Managed/Content Driven

            Managed Pages , Optimized, modular, high performance theme for enhanced
            control of web site design, orchestration and delivery

            New Content Template Catalog (CTC)

            IBM Forms Experience Builder
                                                                             Integrated:
                                                                             • Integrate with ECM - support for the CMIS standard.
                                                                             • Integrate SAP® NetWeaver Portal navigation


        Insightful:
        
              Web Analytics Page Overlays deliver in-place, real-time web page and
              channel delivery analyses.
        
              More flexible options to tag pages, portlets, or web content and measure
              their usefulness through Campaign and Custom tags.
                                                                                                                 © 2012 IBM Corporation
Community Pages                                           Create
Infuse social into web experiences                     communities
                                                         around a
                                                       specific topic

    Consistent User Experience

    In Context

    Targeted Social Content

    Customize portlets with Web         Encourage
                                        sharing of
    Experience Factory                ideas, driving
                                        innovation

Simplify Enrolment and
Authentication
                                        Enable self-
                                     service, increasing
                                          customer
                                        satisfaction
Ready for Your Mobile Experiences

                                                                     Look
                                                                    and Feel



                                                                      Site
                                                                   Navigation




                                                                      Page
                                                                     Layout




Mobile theme – lightweight, visually rich, exploiting Webkit CSS3 visual
effects
Navigation widgets – set of showcase samples of common mobile app
navigation patterns
Page layouts – set of showcase samples of content interaction patterns

17
Insightful




In-Context Analytics: what matters, where it matters


                                                        •   View the effectiveness of a page,
                                                            portlet, web content or custom
                                                            application through inline
                                                            overlays

                                                        •   Support for flexible new campaign
                                                            and generic tags that analytics
                                                            engines can query

                                                        •   Instrument custom applications
                                                            with new Web Experience Factory
                                                             web analytics builder (and in RAD
                                                            ).

     Optimize a Web Property for the Greatest Results
                                                        •   Some report enablement in future
                                                            CTC templates.



18
Agenda


         - Insights from CEO study

         - What is Social Business

         - Engaging Customers as Individuals

         - Empower Employees to Act quickly on Customer
           Insights

         - How IBM can help?




                                                   © 2012 IBM Corporation
Organizational Attributes



Engaging Employees
•   To draw out the best in their workforces, CEOs are most focused on three organizational
    attributes
Intranets – Done Right – Deliver Many Benefits
                      Speed time to access information with document management, single sign-on and
                       elimination of multiple Uis
                      Reduce time to find information with enterprise search
                      Extend the workspace beyond the office with remote access
                      Provide the right information at the right time, personalized and contextual

                      Reduce paper with eForms
                      Eliminate manual processes with process automation
                      Reduce IT support cycles with IT self-service (troubleshooting knowledge base, online
                       software downloads/updates, etc.)
                      Reuse existing enterprise – and other – applications in new ways for new users
                      Eliminate need for disparate client applications for uses that need only specific
                       application functions



                      Set vision with consistent and personalized messages
                      Engage people with tools for communication up, down and across the organization
                      Foster innovation with avenues and opportunity for expression and participation


                      Speed time to service customer inquiries by finding information faster and executing
                       processes more quickly
                      Untether workers with mobile access to internal processes while with customers
                      Empower better customer self-service by allowing access/unlocking internal expertise
                       valuable for external use (blending intranet/internet uses)


                      Develop communities and experts through easily accessible, identifiable knowledge stores
                       (discussions, forums, files, etc.)
                      Retain knowledge in the event of employee attrition


21
How Do I To Start the Intranet Transformation?
                     Key Services of a Social Business



                                                  Enable people to
                                                  engage productively
                                                  in a business context
               Reach people where
               they live and work




                                         Accelerate and improve decision-
Discover the right content and             making and business outcomes
expertise from across the organization




                                                                © 2012 IBM Corporation
Sogeti Video
Social, Mobile
Get quick answers at reduced cost with Instant
 Messaging

Stay visible to your networks with Microblogging

Generate and share best practices with Communities

Make your computer your phone with Softphone & VoIP

Easily find the experts you need in Profiles




                    Reach people where
                    they live and work
                                                      © 2012 IBM Corporation
Engaging
Crowd-source ideas with employees with Ideation

Bring context to content while collaborating within
  community Document Libraries

Complete projects with online Meetings and Video

Gather input with Instant Polls

Share photo and video with the Media Gallery

Exchange ideas and insights in Forums




                    Enable people to
                    engage productively
                    in a business context


                                                      © 2012 IBM Corporation
Create, discover, Share Information

Manage the single version of the truth using
 Social Content Management
   
       Organize documents using folders and
       document types
Discover relevant content with Social Search and
  Social Analytics
Learn from the content others share in Blogs and
  Bookmarks without interrupting them at work




Discover the right content and
expertise from across the organization


                                                   © 2012 IBM Corporation
Be nimble, act fast
Manage projects and promote the use of
 best practices by re-using Activity
 templates

Keep shared Files visible and discoverable,
 not locked in personal email files

Know when others are available to act
 through Presence Awareness

Allow fast and unified caommunications,
  instantly




       Accelerate and improve decision-
         making and business outcomes



                                              © 2012 IBM Corporation
NE
                                                                     W

The social Intranet platform




                                  Workforce
           Customer Care         Optimization       Innovation




                            IBM Connections Suite




         Business Process      Data & Content         Analytics
           Integration
NE
                                                              W
IBM Intranet Experience Suite
•   Refresh the intranet with market leading
    web experience capabilities

•   Sell the social intranet and web experience
    imperatives together, and help customers
    understand the combined value of each.

•   Key Capabilities:
     – Personalization, Analytics and Enterprise
       Integration capabilities
     – Business user web content management
     – Social and real-time communication features
     – Seamless delivery of mobile experiences

•   Key Benefits:
     – Increase employee satisfaction
     – Improve productivity and collaboration
     – Increase opportunities for innovation

•   Available May 15, 2012



                                                     © 2012 IBM Corporation
Agenda


         - Insights from CEO study

         - What is Social Business

         - Deepen Engagement with Customers

         - Engaging Employees

         - How IBM can help?




                                              © 2012 IBM Corporation
Social Business
                 is not an option
                 – it's a mandate


      Social Business      Becoming a Social
      transformation       Business is
      delivers real        possible with the
      business value       IBM Solutions


Start Your Social Business Journey Now!
              ibm.com/social
...At-a-Glance

                                                                                            NE
                                                                                               W
IBM Customer Experience Suite V8.0              IBM Intranet Experience Suite V8.0




                                     IBM Connections Suite                                  NE
                                                                                               W
                                     The perfect integration of Social, Content
                                     and Communications Communities
                                            Bookmarks Meetings
                                                                 VoIP
                                     Profiles   Blogs      Wikis        Instant Messaging
                                                    Presence  Mobility Forums
                                                Ideation Document Libraries   Activities
                                               Social Analytics   Vide
                                                                  o         Softphone
                                                Files         Microblogs
The Social Business Agenda – Accelerating the value from
connecting people in and outside the organization

                   A           Align Organizational Goals & Culture
 Social Business


                   G           Gain Social Trust

                   E           Engage through Experiences

                   N           Network Your Business Processes

                   D           Design for Reputation & Risk Management

                   A           Analyze Your Data

                   Source: “Get Bold: Creating a Bold Social Media AGENDA for Your Business” by Sandy Carter,
                   ISBN: 0132618311, Copyright © 2011, IBM Press
Questions




       IBM Confidential Until January 31, 2011




35
Deepen engagement with customers, partners
and employees

Sergio Loza | Social Busines & Collaboration

          @lozass


May, 2012




                                               © 2012 IBM Corporation
Outperformers

      Organizations that surpass industry peers in terms of revenue
      growth and profitability according to the CEOs. Compared to
      underperformers:


     Engaging
                    ●
                        73% more outperformers excel at managing
                        change


    Transparent     ●
                        84% more translate insights into action better than
                        industry peers

      Nimble
                    ●
                        48% more are moving into different industries

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Social business deepen engagement with customers partners and employees

  • 1. Deepen engagement with customers, partners and employees Sergio Loza | IBM Social Busines & Collaboration @lozass May, 2012 © 2012 IBM Corporation
  • 2. Agenda - Insights from CEO study - What is Social Business - Engaging Customers as Individuals - Empower Employees to Act quickly on Customer Insights - How IBM can help? © 2012 IBM Corporation
  • 3. 2012 CEO Study – Leading through Connections Highlights of the Global Chief Executive Officer Study - 64 countries | 1709 CEOs | 18 Industries Leaders are recognizing our new connected era is changing how people engage.
  • 5. Technology is dramatically changing the way we live and work How I Work How I Buy Collaborating from Interacting with peers anywhere at any time and engaging with with a number of companies I do devices. business with. How I Engage Tapping into a wide variety of insight and expertise.
  • 6. Key recommendations from the 2012 study
  • 7. Agenda - Insights from CEO study - What is Social Business - Engaging Customers as Individuals - Empower Employees to Act quickly on Customer Insights - How IBM can help? © 2012 IBM Corporation
  • 8. Social Business is the application of social collaboration tools & culture to business roles, processes and outcomes  Share ideas, expertise, sense of purpose  Deliver insights in near-real time, in context  Connect to people in meaningful ways – instantly.  Keep content up-to-date, accessible and secure
  • 9. How does a Social Business operate differently? employees customers partners Self-forming teams Leading the conversations Becoming on-demand seamless connecting that define brands extensions of the enterprise communication and transformation product design customer care and introduction collective talent and skill intelligence real time market segmentation development global sales advocate-based contests marketing
  • 10. Outperformers Organizations that surpass industry peers in terms of revenue growth and profitability according to the CEOs. Compared to underperformers: Engaging ● 73% more outperformers excel at managing change Transparent ● 84% more translate insights into action better than industry peers Nimble ● 48% more are moving into different industries
  • 11. Agenda - Insights from CEO study - What is Social Business - Engaging Customers as Individuals - Empower Employees to Act quickly on Customer Insights - How IBM can help? © 2012 IBM Corporation
  • 12. Change is required to meet customer expectations • Understand and act • CEOs are implementing extensive changes to enable faster, more relevant responses to markets and individuals.
  • 13. Exceptional Web Experiences Matter, Everywhere... Every online interaction, both external and internal, are opportunities drive profits, elate the customer, empower the employee and increase productivity Customer Engagement 5% reduction in customer defection rate can increase profits by 25-125%, depending on the industry. Bain & Co Customers purchasing on tablet computers have 2% higher conversion rates and 20% larger order size. Wall Street Journal Source(s): Organizational Engagement, Gallup Consulting, Reduction in Customer Defection rates, Bain & Co, Return on Behavior Magazine., Tablet's ultimate buying machine, September 28 2011, Wall Street Journal, Retailer losses from customer experience, Harris Interactive Tea Leaf Online 2010 survey, September 23 2010, Fast Company Magazine © 2012 IBM Corporation Screen shots NOT to be redistributed
  • 14. Most large enterprises have an average of 12 internal/external web properties  One of those may be a Commerce site  Web Experience solutions used to manage the rest  .com informational sites Transactions  Intranet(s)  Customer service sites  Partner / franchise / dealer sites  Account management & bill presentment/payment sites In Banking, Insurance, Healthcare, Government, Education, etc troweprice.com jnj.com ncaa.org www.gov.qa us.manpower.com kp.org Qatar citizen self-svc Kaiser Permanente © 2012 IBM Corporation
  • 15. IBM Web Experience Platform Social:  New Community Pages  OpenID Authentication Google, Facebook ID  New Article, Blog and wiki templates drive expert, social contributions  New IBM Connections Files and Profiles Entitlement Mobile:  New IBM WebSphere Mobile Portal Experience theme helps control the look and feel, page navigation, and content navigation on a smartphone  IBM Web Experience Factory Managed/Content Driven  Managed Pages , Optimized, modular, high performance theme for enhanced control of web site design, orchestration and delivery  New Content Template Catalog (CTC)  IBM Forms Experience Builder Integrated: • Integrate with ECM - support for the CMIS standard. • Integrate SAP® NetWeaver Portal navigation Insightful:  Web Analytics Page Overlays deliver in-place, real-time web page and channel delivery analyses.  More flexible options to tag pages, portlets, or web content and measure their usefulness through Campaign and Custom tags. © 2012 IBM Corporation
  • 16. Community Pages Create Infuse social into web experiences communities around a specific topic  Consistent User Experience  In Context  Targeted Social Content  Customize portlets with Web Encourage sharing of Experience Factory ideas, driving innovation Simplify Enrolment and Authentication Enable self- service, increasing customer satisfaction
  • 17. Ready for Your Mobile Experiences Look and Feel Site Navigation Page Layout Mobile theme – lightweight, visually rich, exploiting Webkit CSS3 visual effects Navigation widgets – set of showcase samples of common mobile app navigation patterns Page layouts – set of showcase samples of content interaction patterns 17
  • 18. Insightful In-Context Analytics: what matters, where it matters • View the effectiveness of a page, portlet, web content or custom application through inline overlays • Support for flexible new campaign and generic tags that analytics engines can query • Instrument custom applications with new Web Experience Factory web analytics builder (and in RAD ). Optimize a Web Property for the Greatest Results • Some report enablement in future CTC templates. 18
  • 19. Agenda - Insights from CEO study - What is Social Business - Engaging Customers as Individuals - Empower Employees to Act quickly on Customer Insights - How IBM can help? © 2012 IBM Corporation
  • 20. Organizational Attributes Engaging Employees • To draw out the best in their workforces, CEOs are most focused on three organizational attributes
  • 21. Intranets – Done Right – Deliver Many Benefits  Speed time to access information with document management, single sign-on and elimination of multiple Uis  Reduce time to find information with enterprise search  Extend the workspace beyond the office with remote access  Provide the right information at the right time, personalized and contextual  Reduce paper with eForms  Eliminate manual processes with process automation  Reduce IT support cycles with IT self-service (troubleshooting knowledge base, online software downloads/updates, etc.)  Reuse existing enterprise – and other – applications in new ways for new users  Eliminate need for disparate client applications for uses that need only specific application functions  Set vision with consistent and personalized messages  Engage people with tools for communication up, down and across the organization  Foster innovation with avenues and opportunity for expression and participation  Speed time to service customer inquiries by finding information faster and executing processes more quickly  Untether workers with mobile access to internal processes while with customers  Empower better customer self-service by allowing access/unlocking internal expertise valuable for external use (blending intranet/internet uses)  Develop communities and experts through easily accessible, identifiable knowledge stores (discussions, forums, files, etc.)  Retain knowledge in the event of employee attrition 21
  • 22. How Do I To Start the Intranet Transformation? Key Services of a Social Business Enable people to engage productively in a business context Reach people where they live and work Accelerate and improve decision- Discover the right content and making and business outcomes expertise from across the organization © 2012 IBM Corporation
  • 24. Social, Mobile Get quick answers at reduced cost with Instant Messaging Stay visible to your networks with Microblogging Generate and share best practices with Communities Make your computer your phone with Softphone & VoIP Easily find the experts you need in Profiles Reach people where they live and work © 2012 IBM Corporation
  • 25. Engaging Crowd-source ideas with employees with Ideation Bring context to content while collaborating within community Document Libraries Complete projects with online Meetings and Video Gather input with Instant Polls Share photo and video with the Media Gallery Exchange ideas and insights in Forums Enable people to engage productively in a business context © 2012 IBM Corporation
  • 26. Create, discover, Share Information Manage the single version of the truth using Social Content Management  Organize documents using folders and document types Discover relevant content with Social Search and Social Analytics Learn from the content others share in Blogs and Bookmarks without interrupting them at work Discover the right content and expertise from across the organization © 2012 IBM Corporation
  • 27. Be nimble, act fast Manage projects and promote the use of best practices by re-using Activity templates Keep shared Files visible and discoverable, not locked in personal email files Know when others are available to act through Presence Awareness Allow fast and unified caommunications, instantly Accelerate and improve decision- making and business outcomes © 2012 IBM Corporation
  • 28. NE W The social Intranet platform Workforce Customer Care Optimization Innovation IBM Connections Suite Business Process Data & Content Analytics Integration
  • 29. NE W IBM Intranet Experience Suite • Refresh the intranet with market leading web experience capabilities • Sell the social intranet and web experience imperatives together, and help customers understand the combined value of each. • Key Capabilities: – Personalization, Analytics and Enterprise Integration capabilities – Business user web content management – Social and real-time communication features – Seamless delivery of mobile experiences • Key Benefits: – Increase employee satisfaction – Improve productivity and collaboration – Increase opportunities for innovation • Available May 15, 2012 © 2012 IBM Corporation
  • 30. Agenda - Insights from CEO study - What is Social Business - Deepen Engagement with Customers - Engaging Employees - How IBM can help? © 2012 IBM Corporation
  • 31. Social Business is not an option – it's a mandate Social Business Becoming a Social transformation Business is delivers real possible with the business value IBM Solutions Start Your Social Business Journey Now! ibm.com/social
  • 32. ...At-a-Glance NE W IBM Customer Experience Suite V8.0 IBM Intranet Experience Suite V8.0 IBM Connections Suite NE W The perfect integration of Social, Content and Communications Communities Bookmarks Meetings VoIP Profiles Blogs Wikis Instant Messaging Presence Mobility Forums Ideation Document Libraries Activities Social Analytics Vide o Softphone Files Microblogs
  • 33. The Social Business Agenda – Accelerating the value from connecting people in and outside the organization A Align Organizational Goals & Culture Social Business G Gain Social Trust E Engage through Experiences N Network Your Business Processes D Design for Reputation & Risk Management A Analyze Your Data Source: “Get Bold: Creating a Bold Social Media AGENDA for Your Business” by Sandy Carter, ISBN: 0132618311, Copyright © 2011, IBM Press
  • 34.
  • 35. Questions IBM Confidential Until January 31, 2011 35
  • 36. Deepen engagement with customers, partners and employees Sergio Loza | Social Busines & Collaboration @lozass May, 2012 © 2012 IBM Corporation
  • 37. Outperformers Organizations that surpass industry peers in terms of revenue growth and profitability according to the CEOs. Compared to underperformers: Engaging ● 73% more outperformers excel at managing change Transparent ● 84% more translate insights into action better than industry peers Nimble ● 48% more are moving into different industries