Six Steps To Successful Socialtext Implementation and Adoption

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Alan Lepofsky

Practical advice on how to encourage use and adoption of Socialtext.

Tecnologia Economia e finanças

Six Steps To
Successful
Socialtext
Implementation
and Adoption

Encourage a range of use cases

Photo Credit: http://www.flickr.com/photos/dearbarbz365/2457570470/

Recruit energetic champions

Photo Credit: http://www.flickr.com/photos/emeryway/2950058165/

Launch with hands-on activities

Photo Credit: http://www.flickr.com/photos/bala_/2488407797/

Route repeated activities through Socialtext

Photo Credit: http://www.flickr.com/photos/spiicytuna/188111824/

Complement existing systems of record

Photo Credit: http://www.flickr.com/photos/ciordia/399354425/

Leverage the public Socialtext community

Photo Credit: http://www.flickr.com/photos/ciordia/399354425/

Collaboration
+
Social Networking

Photo Credit: http://www.flickr.com/photos/smedstad/2350721991/

Use Cases

Photo Credit: http://www.flickr.com/photos/brent_nashville/2899809814/

Company wide
•  Conversation: provide a place where
everyone has a voice, and everyone can
share ideas, bookmarks, pictures, news, …

•  HR processes:
–  New hire on-boarding
–  Accounts payable
–  Benefit enrolments

Sales & Marketing
•  Event planning
•  Competitive intelligence
•  Best practices (lead gen, prospects, closing)
•  Customer / Account / Rep information
•  Tracking and metrics

Accelerate sales cycles & win-rate

Dev / QA / Support

•  Feature planning
•  Release schedules / milestone reports
•  Problem reports, bug tracking / fixing
•  Knowledge Base
•  Product Documentation

Reduce time-to-resolution /
implementation

External
•  Vendor Relationships (ex: Press Relations)
–  Improve communication

•  Business Development & Partner Programs
–  Grow channel revenue

•  Professional Services & Client Relations
–  Increase customer satisfaction

Personal

•  Information repository

•  Journal

•  Task list

Photo Credit: http://www.flickr.com/photos/curious_zed/500646353/

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Six Steps To Successful Socialtext Implementation and Adoption

1. Six Steps To Successful Socialtext Implementation and Adoption

2. Encourage a range of use cases Photo Credit: http://www.flickr.com/photos/dearbarbz365/2457570470/

3. Broad Range of Use Cases

4. Recruit energetic champions Photo Credit: http://www.flickr.com/photos/emeryway/2950058165/

5. Launch with hands-on activities Photo Credit: http://www.flickr.com/photos/bala_/2488407797/

6. Route repeated activities through Socialtext Photo Credit: http://www.flickr.com/photos/spiicytuna/188111824/

7. Complement existing systems of record Photo Credit: http://www.flickr.com/photos/ciordia/399354425/

8. Leverage the public Socialtext community Photo Credit: http://www.flickr.com/photos/ciordia/399354425/

9. Collaboration + Social Networking Photo Credit: http://www.flickr.com/photos/smedstad/2350721991/

10. Backup…

11. Use Cases Photo Credit: http://www.flickr.com/photos/brent_nashville/2899809814/

12. Company wide •  Conversation: provide a place where everyone has a voice, and everyone can share ideas, bookmarks, pictures, news, … •  HR processes: –  New hire on-boarding –  Accounts payable –  Benefit enrolments

13. Sales & Marketing •  Event planning •  Competitive intelligence •  Best practices (lead gen, prospects, closing) •  Customer / Account / Rep information •  Tracking and metrics Accelerate sales cycles & win-rate

14. Dev / QA / Support •  Feature planning •  Release schedules / milestone reports •  Problem reports, bug tracking / fixing •  Knowledge Base •  Product Documentation Reduce time-to-resolution / implementation

15. External •  Vendor Relationships (ex: Press Relations) –  Improve communication •  Business Development & Partner Programs –  Grow channel revenue •  Professional Services & Client Relations –  Increase customer satisfaction

16. Personal •  Information repository •  Journal •  Task list Photo Credit: http://www.flickr.com/photos/curious_zed/500646353/

Six Steps To Successful Socialtext Implementation and Adoption

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Six Steps To Successful Socialtext Implementation and Adoption