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SIMPLIFYING                             Socialwrks  does,   learns   and  then  reports   on  and  shares  
                                        insights.  Topics  relevant  to  the   social  business   landscape  
                                                                                                                 

                                        are    covered.   An   organisa:on   that   has    built   a   strategy  
                                        around  leveraging  social  technologies  and  social   media  to  

SOCIAL BUSINESS                         maximise  the  rela:onships   with  all   company  stakeholders  
                                        and  for  business  purposes  is  a  social  business.




                                                                                          START HERE




   SELECT | IMPLEMENT | ADOPT
       SOCIALWRKS INSIGHTS SERIES



                ©  Socialwrks  2011  
ABOUT
                                                                                                               www.socialwrks.com




SOCIALWRKS
PUTTING SOCIAL TECHNOLOGIES TO WORK

Socialwrks   helps   organisa1ons   with   selec1on,                Social   Technologies:   Tools   used   to   communicate,  
implementa1on   and   adop1on   of   social   technologies          collaborate  and  create  collateral  on  the  web
and   best   prac1ce.   We   facilitate   development   of          Social   Business:   An   organisa1on   that   has   built   a  
collabora1on   systems   for   engaging   with   customers,         strategy   around   leveraging   social   technologies   and  
employees  and  partners   (suppliers).  Improvements  in           social   media   to   maximise   the   rela1onships   with   all  
innova1on,   change,   marke1ng,   and   produc1vity                company  stakeholders  and  for  business  purposes.
efforts  are  focused  on.  
                                                                    Collabora<ve   Rela<onships:   Open,   transparent   and  
                                                                    mutually   beneficial   rela1onships   between   an  
                                                                    organisa1on   and   its   stakeholders   as   a   result   of  
DEFINITIONS:                                                        working  more  closely  together.
Social   Media:   The   output   of   web-­‐enabled,   open         S ta ke h o l d e rs :   A n   o rga n i s a 1 o n s   m a n a ge rs ,  
collabora1on  using  social  technologies.                          employees,  customers,  partners  and  society  at  large




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                                                       ©  Socialwrks  2011  
INTRODUCING
                                                                                                                  www.socialwrks.com




THE KEY PRINCIPAL
STEPHEN DANELUTTI




Innovation Agent                                  Value Integrator                                  Edge Explorer
Crea1ng   environments   that                     Analysing   and   synthesising                    The   cuHng   edge   (not   bleeding  
foster   innova1on   and   are                    informa1on  and  turning  it  into  a             edge)   where   change,   crea1vity  
measurable,   e.g.   number   of                  compe11ve   asset,   e.g.   social                and   innova1on   happens.   New  
ideas   generated   that   improve                i n i 1 a 1 v e s   t h a t   c r e a t e         things,  old  things  in  new  ways  or  
business  performance                             measurable  capital                               the  same  things  beJer.

Over   the   years   I’ve   worked   with   mul1na1onals   all   over   the   world,   using   and   developing   transferable   skills   to  
implement  technology  innova1ons  and/or  new  business  prac1ces.  I  set-­‐up   Socialwrks  5   years   ago  and   now  work  
directly   with  clients  (see  next  slide)  to   support  understanding  of   the  broader  impacts   of   the  social  web   on   their  
organisa1ons  and  how  they  can  leverage  its  use,  internally  or  externally.

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OFFERING
                                                                                                                             www.socialwrks.com




DISTINCT SERVICES
                                                                        To leading companies
    EVALUATE AND SELECT                                                  We   have   a  diverse   range   of   customers   covering   many   different  
    Finding   the  right  tool  and/or  supplier  for  the               industries.  Take  a   look  at  our  solu:ons   page  to  get  a   beJer  idea  of  
    job  in  an  increasingly  fragmented  space  with                   the  kinds  of  solu:ons   we  have  delivered  to  them.  Below  is   simply  
    a  plethora  of  alterna:ves  available.                             a    smaJering   of   logo’s    for   some   of   the    customers    we    have  
                                                                         been  privileged  to  serve  over  the  years:


    MANAGE IMPLEMENTATION
    Planning   and   then   project   managing  
    implementa:on.   Doing   it   ourselves   or  
    ensuring  it  is  done  effec:vely  by  3rd  par:es.  



    NURTURE ADOPTION
    Effec:ve   planning,   a   strategy   for   all  
    stakeholders,   training,   governance   policies,  
    measures,    etc.




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NAVIGATION
1. BACKGROUND

2. EVALUATE/SELECT  -­‐  THE  PROCESS

3. ADOPTION

4. BENEFITS

5. RESOURCING

6. RECOMMENDATIONS

7. REFERENCES

8. CONTACT




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BACKGROUND                                                                                          www.socialwrks.com



SELECT | IMPLEMENT | ADOPT
Socialwrks  and  in  par1cular  Stephen  DaneluH,  was  asked  by  
a   global   financial   services   firm’s   UK   office   (staff   4500)   to  
conduct   a   robust   evalua1on/selec1on   process   for   a   new  
social  idea  management  system.  The   system   would   replace  
their   exis1ng   pladorm   that   was   developed   in-­‐house.   The  
                                                                                                         Client
process  is  captured  at  right.
Alongside   the   final   decision,   a   framework   was   needed   for  
addressing  the  following  considera1ons:
                                                                                     Client


     -­‐  Adop1on/engagement
     -­‐  ROI/benefits
     -­‐  Resourcing  for  maintenance
The   rest   of   this   report   focuses   on   providing   permissible  
                                                                          
detail  on  all  of  the  steps  men1oned  above.




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EVALUATE/SELECT                                                                                               www.socialwrks.com




THE PROCESS
A  key  star1ng  point  was  a  LinkedIn   discussion  post  in  the  open/
                                                                                                                        start
public  Idea  Management  Group.  At  right  are  the  high  level  steps  
which   are  covered  in  the   next  slides.  The  intent  behind   the  use  
of   the  LinkedIn  forum  (and  indeed  other  social  media  channels)  
was  to.                                                                                                               full  list
                                                                                     CRITERIA:  quick  
     1.  Generate  awareness  and  interest                                          judgement  call,  responses,  etc.
     2.  Glean  as  much  informa1on  about  the  subject  as  possible                                               long  list
     from   vendors,   prac11oners   and   customers   alike   (where  
                                                                                     CRITERIA:  long  list  evalua1on,  
     possible)  
                                                                                     event,  PQQ
     3.  Share  knowledge  gained  for  the  benefit  of  others                                                      short  list
     4.  Communicate  with  vendors  conveniently                                    CRITERIA:  short  list  evalua1on,
                                                                                     mee1ngs
                                                                                                                    final  choice




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                                                             ©  Socialwrks  2011  
EVALUATE/SELECT                                                                                                           www.socialwrks.com




PHASE 1
A   f u l l   l i s t   o f   v e n d o r s   ( 3 0 + )   w e r e  
communicated   with   via   the   LinkedIn   Forum                                             Cost  -­‐  in  budget
and  invited  to  submit  a  survey  response  with                                            Ability  of  plaRorm  to  integrate  
pre   qualifica1on   ques1ons   corresponding  to                                               ideas  from  exis:ng  system
a   priori1sed   and   broad   range   of   func1onal,                                         Robust  repor:ng  system
budgetary  and  organisa1onal  requirements   -­‐                                              Industry  standing
see  right.                                                                                    IT  requirements
                                                                                               SaaS  and/or  Standalone
Responses   were   evaluated   and   on   the   basis  
of  the  scores  from  responses  as  well  as  other                                    0  -­‐  Doesn’t  meet  the  requirement
response  factors,  a  number                                                            1  -­‐  Par1ally  meets  the  requirement
                                                                                         2  -­‐  Meets  the  requirement  but  has  issues
of  vendors  (18)  were  added  
                                                                                         3  -­‐  Fully  meets  the  requirement
                                                  Long List
to  a  long  list.                                                                       4  -­‐  Exceeds  the  requirement




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EVALUATE/SELECT                                                                                                       www.socialwrks.com




PHASE 2
Earlier  responses  were  further  evaluated  and  
on  the  basis  of  that  and  communica1on  with  
several   of   the   18   vendors,   the   decision   was  
made  to  invite  10  of  the  vendors  to  an  event.




                                                                                      Key   elements   of   the   day   were   to   meet   the  
                                                                                      vendor  representa1ves   in   person,  get  a  high  
                                                                                      level   intro   to   the  vendor   but   crucially   to   be  
                                                                                      demonstrated   past   performance   and   core  
                                                                                      product  func1onality.



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EVALUATE/SELECT                                                     www.socialwrks.com




SATISFACTION



                                                   57 %


                           29 %


               14 %
                            Vendor   buy-­‐in   and   involvement   in   the  
                            process   was   cri1cal   and   on   being   asked   to  
                            respond  to  a  survey  on  their  sa1sfac1on  with  
                            the  process,  overwhelmingly  approved.




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EVALUATE/SELECT                                                                                 www.socialwrks.com




PHASE 3
The   vendors   who   presented   at   the   event  
where   asked   to   subsequently   complete   a  
short   list   ques1onnaire   which   required  
r e s p o n s e s   t o   d e t a i l e d   f u n c 1 o n a l  
requirements   (see   right)   and   more   detailed  
budgetary/pricing   and   organisa1onal  
ques1ons.


On  the  basis  of  the  responses  and  evalua1on  
of  these,  a   short  list  of  3  vendors  was  arrived  
at.  



                       Short List




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EVALUATE/SELECT                                                                                    www.socialwrks.com




 OUTCOME AND VALUE
Detailed   mee1ngs   with  
the   final   3   shortlisted                                               “We wanted to introduce a new
vendors  allowed  the  client                                              idea management tool to our
to   inves1gate   further   and  
                                        Finalist                           organisation that utilised social
then   make   a   selec1on   on                                            media functions. Using his
a  single  finalist.                                                        knowledge and innovative
                                                                           techniques, Stephen built links
The   outcome   has   been   that  the   client  believe   they            with vendors, understood their
have  achieved   their  main  objec1ve  of  conduc1ng  a                   systems and helped us
robust   and   equitable   evalua1on   and   selec1on                      to determine and choose our
process.   As   a   result,   the   right   vendor   has   been            long-term partner”
selected   leading   to   a   beJer   chance   of   success   for          Innovation Manager, large
the  replacement  programme.  There  is   also   less  risk                financial services firm
of  incurring  costs   in  the  long  term  in  the  event  of  a  
mistaken  decision  by,  for  example,  having  to  switch.


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ADOPTION
                                                           www.socialwrks.com




OVERVIEW
                          ‣ Why  address  adop:on/engagement?
                          ‣ Suggested  strategy/processes
                          ‣ Where  it  has  gone  well
                          ‣ What  piRalls
                             ‣ Distrac:on  issue
                             ‣ In   context   whilst   working   on   other  
                              tasks,  e.g.  call  centre  ac:vi:es
                          ‣ Other  considera:ons

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ADOPTION/ENGAGEMENT
WHY ADDRESS IT
• Precursor  to  other  measures:  It’s   not   the  defini1ve   measure  
   of   the  success   of   any   programme  but  if   users   are  not  using  a  
   system  then  everything  else  is  irrelevant.
• Tied  to  social:  With  systems   that  have  social   collabora1on   at  
   their   heart   (where   outcomes   depend   on   contribu1ons   by  
   many)  this  is  an  important  element  to  address.  
• Measurable:  Even  if  not  a  defini1ve  measure  of   success,  it  is  
   at   least   a   measure   that   is   rela1vely   easy   to   track,   e.g.  
   numbers  of  ideas   created,  shared,  commented   on,  etc.  Some  
   of  the  others  are  not  so  easy.
• Key   in   community   management   and   engagement:   Tracking  
   overall   levels   of   par1cipa1on,  growth   rate   of   new   members,  
   recently  disengaged  and  follow  up  and  measuring  sa1sfac1on  
   levels   means   you  are  managing  your  community.  An  engaged  
   community  means  beJer  outcomes  -­‐  see  research  at  right



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ADOPTION
                                                                                                                     www.socialwrks.com




GRASSROOTS STRATEGY
Focusing   on   poten1al   evangelists   in   this   strategy   is        Consider   how   the   tool   fits   into   the   context   of   their  
key.  They  will  be  the  ones  that  form  the  backbone  of            job,   their   daily   working   processes   (integra1ng   with  
the  community  and  grow  adop1on  organically.                          these   is   most   important)   and   the   wider   context   of  
1.  Iden<fy  key  user  groups                                            their   group's   goals:   What   problems   does   the   tool  
Iden1fy   which   poten1al   user   groups   could   most                 solve  or  what  opportuni1es  does  it  present.
benefit   from   using   the   tool.   Groups   of   users   with          3.  Convert  key  users  into  evangelists
shared   needs   and   aims   and   working   on   common                 Informa1on   gathered   in   steps   1   and   2   should   be  
projects.   They   should   have   sufficient   diversity                   communicated   to   key   users   informally,   ini1ally  
between  them  but  common  informa1on  flows.                             through   face-­‐to-­‐face  or   online,  personalised   sessions  
2.  Iden<fy  and  understand  key  users                                  followed   by   some   basic   on-­‐demand   support  
Users   most  ac1ve  with   the  old  tool/s   (if   appropriate)         structure.
would  be  a  good  start.  




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ADOPTION
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GRASSROOTS STRATEGY                                                                                        Phased  approach  vs  Big  Bang
4.  Turn  evangelists  into  trainers
The   most   successful   evangelists   in   terms   of  
capability  and  enthusiasm  should  be  focused  on  to  
become  evangelist-­‐trainers.  They  can  communicate  
with   their   colleagues   easily   and   provide   effec1ve  
training  on   an  informal,  ad   hoc  basis   and   they  can  
enthuse  a  growing  user  base.  
                                                                       The  grassroots  strategy  follows  a  phased     and  essen1ally  
                                                                                                                                          
5.   Support   boNom-­‐up   adop<on   and   emergent  
                                                                       boJom-­‐up   approach.   The   big   bang   approach   (a   new  
behaviours
                                                                       system   replaces   all   other   prior   systems   in   a   single   cut-­‐
'Volunteers',  especially,  should  be  encouraged.  The  
                                                                       over)   is   more   complex   and   carries   greater   risk   if   not  
most  influen1al  people  in  an  online  community  are                managed  properly  and  tends  to  be  mandated,  top-­‐down.
not  those  with  official  status  but  those  who  engage  
                                                                       A  combina1on   is   best:  start  with   a  phased  approach     to  
most   enthusias1cally.   If   people   start   to   use   the  
                                                                       key   evangelists   followed   by   a   full-­‐system   launch   to  
tools   in   an   unexpected,   innova1ve,   or   informal  
                                                                       everyone   (heavily   promoted   and   endorsed   by  
manner,  this  should  be  encouraged.
                                                                       management).


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ADOPTION
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PROMOTION
At   all   1mes,   clearly   iden1fying   and   branding   a   companywide  
ini1a1ve   is   a  good   idea.  It   is   especially   so   of   social   collabora1on  
systems   where   a   vision   communicated   inspiringly   can   galvanise  
ac1on.   Furthermore,   with   a   replacement   system   it   is   the  
opportunity  to   reinvigorate  previous   efforts   and   to  fix  any   issues  
like  uninspiring  naming  and  branding.




                                                                 Making   a   promo1on   viral   is   also   a   good   idea.   When   the  
                                                                 innova1on   team   at   WD-­‐40   Company   recently   launched   a   new  
                                                                 internal   system   for   idea   management,   aside   from   making   their  
                                                                 colleagues   pay  aJen1on,  the   team  decided  to   create  a  character  
                                                                 named   Neon   Leon   to   carry   the   message.   Two   weeks   before   the  
                                                                 global  launch,  they  began  a  viral  campaign  to  great  effect.


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ADOPTION
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MANAGEMENT SUPPORT
As  well  as  suppor1ng  boJom-­‐up  adop1on,  it  is  IMPERATIVE  for  there  to  be  top-­‐down  support.  
1.  Lead  by  example
By  using  the  tool  themselves  managers  encourage  colleagues   to  also  use  the  tool/s.  By  being  ac1ve  and  showing  
subordinates  how  the  new  tools  can  be  used,  managers  play  a  valuable  role  in  fostering  adop1on.
2.  Lead  by  mandate
Tool  use  can  be  mandated  however  the  manager  must  lead  by  example,  e.g.  making  innova1on  a  companywide  
priority,  manda1ng  a  system  to  manage  ideas  and  then  par1cipa1ng  in  the  processes.
3.  Ensure  there  is  adequate  support
Managers  must  accept  that  their  staff  may  require  support,  and  they  must  be  willing  to  allow  staff  to   take  1me  
out  to  do  training.  They  must  also  ensure  that  they  have  access  to  ad  hoc  support.
4.  Ensure  personal  and  business  benefits  reflect  each  other  and  reward  contribu<on
Iden1fying  and   understanding  both   types   of   benefits,  including  alignment  between   them,  will  provide  powerful  
incen1ves  which  can  be  supplemented  by  different  kinds  of  reward  schemes,  e.g.  prizes,  points  systems,  etc.



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ADOPTION
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WHERE IT HAS GONE WELL




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PITFALLS TO MITIGATE
• If  too  successful  the  programme  could  become  an  administra1on  nightmare  if  not  properly  resourced,  e.g.  too  
   many  ideas  and  too  few  people  to  check,  review,  approve  and  re-­‐direct  ideas.  Resource  properly  (see  sec<on)
• Volumes   of   ac1vity   are   removed   from   the   business   or   its   current   challenges,   use   is   not   meaningful   and  
   performance  is  not  improved.  Measure  sustained  use  and  benefits  (see  sec<on)
• Dependence   on   specifically   skilled   people   and   a   review   process   or   governance   policies   that   are   overly  
   controlling  and  dampen  collabora1on,  community  building,  idea  genera1on,  etc.  Ensure  a  light  touch
• LiJle  or  no  follow-­‐through  on  ideas  to  the  individuals  that  par1cipated  in  capturing  ideas;  resul1ng  in  damaging  
   any  further  idea  genera1on  campaigns.  Robust  feedback  loop
• Emphasis  on  input  and  not  outcomes,  e.g.  a  program  that  rewards  ideas  generated  could  mean  many  ideas  are  
   created  half  formed,  imprac1cal  and  of  liJle  value.  Clear  purpose  through  campaigns
• Offline   ac1vi1es   are  neglected,  e.g.  great  ideas  generated   in   informal  mee1ngs   are   not  captured   or  pursued.  
   Simple  ways  to  log  ideas,  e.g.  digital  pics  of  whiteboard  notes
• Tools  not  well  integrated  into  work  processes  and/or  inaccessible  effect  excep1on  handling  (solving  non-­‐rou1ne  
   issues  which  break  standard  processes).  Tools  must  connect  right  people,  avoid  duplica<on,  target  outcomes.



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  OVERVIEW
‣ When   making  the  switch  to  a  new  system  what  
  areas  could  benefit  most:
    ‣   Produc:vity  improvements
    ‣   Engagement  improvements
    ‣   Process  improvements
    ‣   Financial  Improvements
    ‣   Other?
‣ Benchmarking  should  be  based  on
  what  others  have  done
‣ What  metrics  to  use?



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IMPROVEMENTS FROM SWITCH
Improvements   that   can   be   expected   and   targeted   based   on   improvements   experienced   by   other   organisa1ons  
when  replacing  older  systems  with  new  social  sooware  systems  could  be:
PRODUCTIVITY  IMPROVEMENTS
-­‐ Increasing  number  of  successful  new  innova1ons
-­‐ Reduced  communica1on  costs
PROCESS  IMPROVEMENTS
-­‐ Time  saved  on  finding  duplicate  ideas  and  logging  ideas
-­‐ Reducing  1me  to  market  for  products/services
ENGAGEMENT  IMPROVEMENTS
-­‐ Increasing  employee  sa1sfac1on
-­‐ Increasing  access  to  knowledge/  members
FINANCIAL  IMPROVEMENTS
-­‐ Increasing  revenue
-­‐ Reducing  opera1onal  costs

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BENEFITS
                                                                                                                    www.socialwrks.com




INNOVATION BENCHMARKS                                                                         PRODUCTIVITY IMPROVEMENTS
Danfoss   is   one   of   the   largest   industrial   companies   in   Denmark.   The   global   group   is   a   leader   within   research,  
development  and  produc1on,  sales  and  service  of  mechanical  and  electronic  components  for  several  industries.
-­‐  5.500  logged  in  -­‐  submiHng  161  ideas  (200%  increase)
-­‐  3  <mes  as  many  ideas  became  backed  by  a  team  (=  complete)
-­‐  The  evalua1on  process  was  op1mised  considerably
-­‐  Three  ideas  received  funding  (goal  =1)
                                                                                              ENGAGEMENT IMPROVEMENTS

UBS  is  the  world’s  largest  manager  of  private  wealth  assets  
$41.44  billion  revenue  in  2009
65,000  employees  worldwide
Pilots:  70%  par<cipa<on  rate;  50+%  of  ideas  implemented
Full  rollout:  24,500+  ac<ve  users,  800  +  ideas,  10,000  votes
Annual  cost  savings  ($150k  +),  new  marke1ng  campaign


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BENEFITS
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INNOVATION BENCHMARKS                                                                                FINANCIAL IMPROVEMENTS
Walmart.   Sam   Walton   once   went   store   to   store   with   a   notepad   to  
gather   ideas.   With   more   than   2   million   associates   around   the   world,  
Walmart  needed  a  way  to  leverage  their  good  ideas  to  make  big  savings
-­‐ $30  -­‐  $40  million  in  savings;  $8  million  for  a  single  idea




DWP.   UK   Government   facing   an   unprecedented   cost   cuHng   crisis.  
Challenge  was  to  find  ways  to  save  money  without  affec1ng  
                                                                                        Department for Work and Pensions
front  line  services
-­‐ According   to   Gartner,   who   reviewed   the   work,   they   saved   £21  
   million  in  less  than  9  months  through  “Idea  Street”,  a  place  for  civil  
   servants   to   collaborate  on  new  ways   to   create  beJer  services  whilst  
   saving  money


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BENEFITS
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FUTURE INNOVATION|MEASURES
Innova1on  is   essen1ally   a  social  ac1vity   and   beJer  
delivered   through   collabora1ve   effort   and   as  
posited  by  the  study  at  right,  this  is  a  major  trend  in  
                                                                                     “Social networking: The
future   innova1on   management   efforts.   Given   this,                            third converging trend”
measures   should   focus   on   social/collabora1ve  
                                                                                     - more flexible and creative in
ac1vity.
                                                                                         defining the way to interact with
Furthermore,  assuming  a  phased  approach  star1ng                                     customers
internally   (which   is   less   risky),   then   focusing   on  
employee  engagement  measures  first  makes  sense.
                                                                                     -   more sophisticated in open
                                                                                         innovation approaches
                                                                                     -   focus more on the role of employee
           innova:on  engagement
           phases
                                                                                         engagement in innovation


                                                                                    The  Future   of  Innova/on   Management:   The  Next  10  Years  (Arthur  
           employees                  partners                  customers           D   Li+le,   2011).   Based   on   survey   of   nearly   100   Chief   Technology  
                                                                                    Officers  (CTO)  and  Chief  InnovaDon  Officers  (CIO)  globally.


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BENEFITS
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  ENGAGEMENT/PERFORMANCE METRICS
                                                                         Social  SoLware  Func<on
     Capability                 Social  Networking              Authoring  (wiki  style)            Ac1vity  stream              Project  Management
                             #  follower  per  user;  #  of                                                                    #  of  users  per  project;  %  
1.  Exper1se                                                                                    #  posts/links  shared  with  
                             searches  for  people/             %  users  per  idea                                            idea  success  per  user  
Iden1fica1on                                                                                     followers
                             exper:se                                                                                          number
                             #  groups/teams  created   #  ideas;  #  edits  per  idea;   #  comments;  #  of  links;  
                                                                                                                                average  :me  from  idea  
2.  Collabora1on             by  users;  :me  spent  per   #  comments  per  idea;  #   :me  spent  per  user  
                                                                                                                                to  implementa:on
                             user  (ac:ve/non-­‐ac:ve) rates/predic:on  per  idea (ac:ve/non-­‐ac:ve)

3.  Knowledge                %  users  per  category  or        #  of  ideas  archived;  #                                      #  archived  projects/ideas   
                                                                                                #  of  page  views
Management                   subject                            searches                                                        referenced

                                                                                                                                #  projects  delivered;  
                             %  ideas  implemented              %  ideas  selected  for         overall  ac:vity  per  
4.  Implementa1on                                                                                                               total  value  of  projects  
                             per  user  number                  implementa:on                   campaign
                                                                                                                                (revenue  or  costs  saved)


NOTE:  Func<on  and  Capability  items  all  revolve  around  idea  crea<on  and  innova<on  processes  from  a  social  business  perspec<ve  and  
are  not  an  exhaus<ve  lis<ng.  Elements  also  excluded  are  other  innova<on  related  metrics  and  measures  of  success  -­‐  see  page  22
ParDally  based  on  report:  Social  soJware  for  business  performance  -­‐  2011  Deloi+e  Development  LLC.


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BENEFITS
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EXAMPLE PERFORMANCE IMPROVEMENT
OSIsoo  delivers  solu1ons  to  help  companies  manage  and  make  sense  of  their  data.  They  started  using  Socialtext  
Workspaces  (wikis)  in  January  2009  for  their  customer  facing  technical  support  team  and  engineers  (282  users)

Main  objec<ves  were  around  issue  
resolu<on:
-­‐ Decrease  1me-­‐to-­‐resolu1on  for  Tech  
    Services  cases  through  high  quality,  
    up-­‐to-­‐date,  accessible  knowledge
-­‐ Increase  the  value  of  solu1ons  
    provided
-­‐ Reduce  the  reliance  on  mentors  and  
    developers  to  resolve  issues  by  
    crea1ng  “one-­‐stop  shop”  for  
    solu1ons  
-­‐ Enable  remote  engineers  to  provide  
    high  quality  support
-­‐ Reduce  1me  to  proficiency  for  newly  
    hired  engineers


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BENEFITS
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EXAMPLE PERFORMANCE IMPROVEMENT
                18                       %  of  
          28             77              respondents  
 29
                                         whose  
                                         companies  
                                         are  achieving  
40                                       specified  
                               60        benefits  
                                         from  their  
     41                                  use  of  Web  
                        52               2.0  
               44                        technologies


      Increasing  speed  of  access  to  knowledge
      Reducing  communica:on  costs
      Increasing  speedy  access  to  internal  experts
      Decreasing  travel  costs
      Increasing  employee  sa:sfac:on                      The  greater  the  degree  of  usage  within  an  organisa:on  and  the  more  horizontally  
      Reducing  opera:onal  costs                           networked  an  organisa:on  is,  the  greater  the  degree  of  benefit  improvement
      Reducing  :me  to  market  for  products/services
      Increasing  number  of  successful  new  innova:ons                         The  rise  of  the  networked  enterprise:  Web  2.0  finds  its  payday
      Increasing  revenue                                                         McKinsey  study  of  1598  execuDves  2010


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                                                               ©  Socialwrks  2011  
RESOURCING
                                                                          www.socialwrks.com




OVERVIEW
‣ Why   its   important   to   properly  
   resource  efforts

‣ Different  roles:
    ‣ Admin  roles
    ‣ Champion  roles
    ‣ Company  leadership  roles
‣ Different  func:ons



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RESOURCING
                                                                                                                 www.socialwrks.com




COMMUNITY MANAGEMENT
Developing   a   thriving   community   around   online   tools   in   an   organisa1on   that  
have   some   social   elements   and   are   geared   to   delivering   business   func<ons               How  important  has  
through   collabora<ve   effort   are   becoming   increasingly   important.   To   ensure                  community  management  
                                                                                                           been  to  your  Enterprise  2.0  
high   levels   of   engagement,   effec1ve   community   management   and   resourcing  
                                                                                                           effort?
for   this   is   a   priority.      Here   are   some   considera1ons   for   building   a   strategy  
around  and  resourcing  for  effec1ve  community  management:
                                                                                                                         5%
1. Understanding  the  target  members
2. Defining  and  communica<ng  business  goals  and  desired  outcomes
3. Defining   and   communica<ng   constructs   that   produce   value   for   the                                         95%
   members  and  the  sponsoring  organisa<ons
4. Managing  expecta<ons  based  on  understanding  community  dynamics                                          Essential
5. Managing  the  technology  and  change  management                                                            Important
                                                                                                                 Not Important
6. Managing  the  organisa<ons  financial,  cultural  and  talent  constraints




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www.socialwrks.com

COMMUNITY MANAGEMENT
A SAMPLING OF TASKS
VISIBLE                                                         BEHIND  THE  SCENES
  Managing   and   seeding   content   (publishing,                Offline  communica1on  to  encourage  par1cipa1on
  cura1ng,  tagging,  archiving,  etc.)                            Building  rela1onships  withy  key  members
  Managing  events                                                 Taking  issues  offline
  Managing  campaigns                                              Working   with   evangelists   to   plan   mutually  
  Onboarding  and  ovoarding                                       beneficial  programming
  Par1cipa1ng  judiciously  in  conversa1ons                       Planning  programming  /  campaign  calendar
  Communica1ng   changes   to   policies,   campaigns,             Managing  technology/usage  issues
  tools,  etc.                                                     Communica1ng   value   and   benefits   of   community  
  Repor1ng  and  feedback                                          internally
  User  interface  op1misa1on                                      Measuring  and  monitoring  progress




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FUNCTIONS




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RESOURCING
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COMMUNITY ROLES
The   ideal   roles   that  will   play   a  key   part  in   the   innova1on   community   of  any   organisa1on   should   be   defined   and  
assigned  to  relevant  personnel.  Below  are  the  op1ons  to  consider:
ADMINISTRATIVE  ROLE
The  innova1on  team  in  the  organisa1on  and  the  team  who  manages  the  community
-­‐ The  supporter,  advocate  and  cul1vator  of  the  community  who  also  creates,  shares,  discusses
   and  improves  ideas  and  informa1on.
CHAMPION  ROLE
The  evangelists  men1oned  in  the  adop1on  sec1on  in  effect
-­‐ Brokers,  conductors  and  networkers  who  help  join  up  innova1on  efforts
SENIOR  MANAGEMENT  ROLES
Execu1ves  who  are  ul1mately  sponsors  of  innova1on  efforts  in  the  organisa1on
-­‐ Endorsers,  drivers  and  ambassadors  who  help  encourage  and  drive  efforts
USER  ROLES
All  the  users  crea1ng  ideas  and  collabora1ng  within  the  organisa1on
-­‐ Self-­‐directed  members,  collabora1ve  in  nature,  insighdul  and  media  savvy

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COSTS
NOVICE
Experimen:ng   with   social    media,   no   leading   role/strategy,   no  
internal    audits    or   policies/processes,   no   training   for   employees,  
metrics  are  usage  based,  some  investment  in  monitoring

INTERMEDIATE
Long  term   strategy/ini:a:ve  in  place,   formal  role  and  structure  in  
place,   internal    audits   and   policies/processes    in   place,   educa:on  
programme  in  place  but  not  for  whole  organisa:on,  metrics   :ed  to  
some  performance  measures,  invested  in  social  technologies

                                                                                                      ADVANCED
                                                                                                      Social   Business   permeates   the   enterprise,  
                                                                                                      central    as   well   as    devolved   ac:vi:es   in  
                                                                                                      place,   clear   processes/policies    and  
                                                                                                      workflows    in   place   across   teams,   formal  
                                                                                                      educa:on   and   knowledge  management   of  
                                                                                                      best  prac:ce,   metrics   fully   :ed  to  business  
                                                                                                      performance,  social   technologies   transcend  
                                                                                                      internal    and   external   boundaries    and   are  
                                                                                                      extensive  in  scope

Al:meter  Group  Survey  of  140  global  corporate  Social  Strategists  in  October  2010  from  corpora:ons  with  more  than  1000  employees


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RECOMMENDATIONS
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IMPLEMENTATION
 Focusing   on   user   adop1on   is   not   all   important   but   an   important  
 precursor  to  usage  and  ul1mate  success

 Users   are   the   key   stakeholders   that   require   aJen1on   from   an  
 adop1on  point  of  view  and  as  such,  a  grassroots  strategy  focusing  on  
 users   from   the   boJom   up   is   best   although   top   down   management  
 involvement  is  cri1cal

 There  are  some  pidalls  to  focusing  on  adop1on  and  one  of  the  most  
 important   is   neglec1ng   performance   and   measures   of   that  
 performance

 Its  important  to  understand  what  others  are  doing  and  achieving  and  
 using  that  as  a  benchmark

 More   important  is   to   set  own   measures   which   1e   in   with   individual  
 company   objec1ves   and   that   1e   in   new   innova1on   management  
 trends,  one  important  one  being  the  use  of  employee  social  networks

 Also  very  important  is  to  resource  efforts  properly  and  with  employee  
 social  networks  that  means  community  management


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                                                         ©  Socialwrks  2011  
REFERENCES
                                                                                                       www.socialwrks.com




1.   The  rise  of  the  networked  enterprise:  Web  2.0  finds  its  payday  -­‐  McKinsey&Company  December  2010

2.   Community  management:  The  'essen1al'  capability  of  successful  Enterprise  2.0  efforts

3.   An  adop1on  strategy  for  social  sooware  in  the  enterprise

4.   Social  sooware  for  business  performance  -­‐  2011  DeloiJe  Development  LLC.

5.   Gallup  Study:  Engaged  Employees  Inspire  Company  Innova1on

6.   Community  Management  Fundamentals

7.   The  2011  State  of  Community  Management

8.   The  Future  of  Innova1on  Management:  The  Next  10  Years  (Arthur  D  LiJle,  2011).

9.   How  Corpora1ons  Should  Priori1ze  Social  Business  Budgets,  Al1meter  2011

10. Who  is  Neon  Leon?  –  A  Great  Case  on  Viral  Communica1on  for  Innova1on  Programs

11. Image  page  13;  Image  page  21;  Image  page  22;  Image  page  25;  Image  page  35




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HAVE A NEED?
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CONTACT US
Take your next step with Social Business

Use  any  of  the   methods   to  contact  us   you  see   below  but  
most   important   is   probably   a  first   mee:ng.   If   you   are  
serious   about   social    business,   have   commiJed   to  
embarking  on  or   already   embarked  on  the   journey   and  
have  a  budget  but   need  a  plan,   then  a  first   mee:ng  is  
where  you  will  likely  decide  that  we  can  help  you  or  not.




  f    facebook.com/netociety
                                                                                      Address:
                                                                                      Surrey  Technology  Centre

  t    twitter.com/stephenwrks                                                        40  Occam  Rd,  Guildford,  GU2  7YG,  UK
                                                                                      Phone:
       socialwrks.com/about/newsletter                                                +44    1483  685  940
                                                                                      Email:
        socialwrks.com/blog
                                                                                      info@socialwrks.com



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Social Software: Selection, Implementation and Adoption

  • 1. SIMPLIFYING Socialwrks  does,   learns  and  then  reports  on  and  shares   insights.  Topics  relevant  to  the  social  business  landscape     are   covered.   An   organisa:on   that   has   built   a   strategy   around  leveraging  social  technologies  and  social  media  to   SOCIAL BUSINESS maximise  the  rela:onships  with  all  company  stakeholders   and  for  business  purposes  is  a  social  business. START HERE SELECT | IMPLEMENT | ADOPT SOCIALWRKS INSIGHTS SERIES ©  Socialwrks  2011  
  • 2. ABOUT www.socialwrks.com SOCIALWRKS PUTTING SOCIAL TECHNOLOGIES TO WORK Socialwrks   helps   organisa1ons   with   selec1on,   Social   Technologies:   Tools   used   to   communicate,   implementa1on   and   adop1on   of   social   technologies   collaborate  and  create  collateral  on  the  web and   best   prac1ce.   We   facilitate   development   of   Social   Business:   An   organisa1on   that   has   built   a   collabora1on   systems   for   engaging   with   customers,   strategy   around   leveraging   social   technologies   and   employees  and  partners   (suppliers).  Improvements  in   social   media   to   maximise   the   rela1onships   with   all   innova1on,   change,   marke1ng,   and   produc1vity   company  stakeholders  and  for  business  purposes. efforts  are  focused  on.   Collabora<ve   Rela<onships:   Open,   transparent   and   mutually   beneficial   rela1onships   between   an   organisa1on   and   its   stakeholders   as   a   result   of   DEFINITIONS: working  more  closely  together. Social   Media:   The   output   of   web-­‐enabled,   open   S ta ke h o l d e rs :   A n   o rga n i s a 1 o n s   m a n a ge rs ,   collabora1on  using  social  technologies. employees,  customers,  partners  and  society  at  large PUTTING SOCIAL TECHNOLOGIES 2 of 37 TO WORK ©  Socialwrks  2011  
  • 3. INTRODUCING www.socialwrks.com THE KEY PRINCIPAL STEPHEN DANELUTTI Innovation Agent Value Integrator Edge Explorer Crea1ng   environments   that   Analysing   and   synthesising   The   cuHng   edge   (not   bleeding   foster   innova1on   and   are   informa1on  and  turning  it  into  a   edge)   where   change,   crea1vity   measurable,   e.g.   number   of   compe11ve   asset,   e.g.   social   and   innova1on   happens.   New   ideas   generated   that   improve   i n i 1 a 1 v e s   t h a t   c r e a t e   things,  old  things  in  new  ways  or   business  performance measurable  capital the  same  things  beJer. Over   the   years   I’ve   worked   with   mul1na1onals   all   over   the   world,   using   and   developing   transferable   skills   to   implement  technology  innova1ons  and/or  new  business  prac1ces.  I  set-­‐up   Socialwrks  5   years   ago  and   now  work   directly   with  clients  (see  next  slide)  to   support  understanding  of   the  broader  impacts   of   the  social  web   on   their   organisa1ons  and  how  they  can  leverage  its  use,  internally  or  externally. PUTTING SOCIAL TECHNOLOGIES 3 of 37 TO WORK ©  Socialwrks  2011  
  • 4. OFFERING www.socialwrks.com DISTINCT SERVICES To leading companies EVALUATE AND SELECT We   have   a  diverse  range   of   customers   covering   many   different   Finding   the  right  tool  and/or  supplier  for  the   industries.  Take  a  look  at  our  solu:ons  page  to  get  a  beJer  idea  of   job  in  an  increasingly  fragmented  space  with   the  kinds  of  solu:ons  we  have  delivered  to  them.  Below  is  simply   a  plethora  of  alterna:ves  available. a   smaJering   of   logo’s   for   some   of   the   customers   we   have   been  privileged  to  serve  over  the  years: MANAGE IMPLEMENTATION Planning   and   then   project   managing   implementa:on.   Doing   it   ourselves   or   ensuring  it  is  done  effec:vely  by  3rd  par:es.   NURTURE ADOPTION Effec:ve   planning,   a   strategy   for   all   stakeholders,   training,   governance   policies,   measures,    etc. PUTTING SOCIAL TECHNOLOGIES 4 of 37 TO WORK ©  Socialwrks  2011  
  • 5. www.socialwrks.com NAVIGATION 1. BACKGROUND 2. EVALUATE/SELECT  -­‐  THE  PROCESS 3. ADOPTION 4. BENEFITS 5. RESOURCING 6. RECOMMENDATIONS 7. REFERENCES 8. CONTACT PUTTING SOCIAL TECHNOLOGIES 5 of 37 TO WORK ©  Socialwrks  2011  
  • 6. BACKGROUND www.socialwrks.com SELECT | IMPLEMENT | ADOPT Socialwrks  and  in  par1cular  Stephen  DaneluH,  was  asked  by   a   global   financial   services   firm’s   UK   office   (staff   4500)   to   conduct   a   robust   evalua1on/selec1on   process   for   a   new   social  idea  management  system.  The   system   would   replace   their   exis1ng   pladorm   that   was   developed   in-­‐house.   The   Client process  is  captured  at  right. Alongside   the   final   decision,   a   framework   was   needed   for   addressing  the  following  considera1ons: Client -­‐  Adop1on/engagement -­‐  ROI/benefits -­‐  Resourcing  for  maintenance The   rest   of   this   report   focuses   on   providing   permissible     detail  on  all  of  the  steps  men1oned  above. PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 6 of 37 TO WORK ©  Socialwrks  2011  
  • 7. EVALUATE/SELECT www.socialwrks.com THE PROCESS A  key  star1ng  point  was  a  LinkedIn   discussion  post  in  the  open/ start public  Idea  Management  Group.  At  right  are  the  high  level  steps   which   are  covered  in  the   next  slides.  The  intent  behind   the  use   of   the  LinkedIn  forum  (and  indeed  other  social  media  channels)   was  to.   full  list CRITERIA:  quick   1.  Generate  awareness  and  interest   judgement  call,  responses,  etc. 2.  Glean  as  much  informa1on  about  the  subject  as  possible   long  list from   vendors,   prac11oners   and   customers   alike   (where   CRITERIA:  long  list  evalua1on,   possible)   event,  PQQ 3.  Share  knowledge  gained  for  the  benefit  of  others   short  list 4.  Communicate  with  vendors  conveniently CRITERIA:  short  list  evalua1on, mee1ngs final  choice PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 7 of 37 TO WORK ©  Socialwrks  2011  
  • 8. EVALUATE/SELECT www.socialwrks.com PHASE 1 A   f u l l   l i s t   o f   v e n d o r s   ( 3 0 + )   w e r e   communicated   with   via   the   LinkedIn   Forum   Cost  -­‐  in  budget and  invited  to  submit  a  survey  response  with   Ability  of  plaRorm  to  integrate   pre   qualifica1on   ques1ons   corresponding  to   ideas  from  exis:ng  system a   priori1sed   and   broad   range   of   func1onal,   Robust  repor:ng  system budgetary  and  organisa1onal  requirements   -­‐   Industry  standing see  right. IT  requirements SaaS  and/or  Standalone Responses   were   evaluated   and   on   the   basis   of  the  scores  from  responses  as  well  as  other   0  -­‐  Doesn’t  meet  the  requirement response  factors,  a  number   1  -­‐  Par1ally  meets  the  requirement 2  -­‐  Meets  the  requirement  but  has  issues of  vendors  (18)  were  added   3  -­‐  Fully  meets  the  requirement Long List to  a  long  list. 4  -­‐  Exceeds  the  requirement PUTTING SOCIAL TECHNOLOGIES 8 of 37 TO WORK ©  Socialwrks  2011  
  • 9. EVALUATE/SELECT www.socialwrks.com PHASE 2 Earlier  responses  were  further  evaluated  and   on  the  basis  of  that  and  communica1on  with   several   of   the   18   vendors,   the   decision   was   made  to  invite  10  of  the  vendors  to  an  event. Key   elements   of   the   day   were   to   meet   the   vendor  representa1ves   in   person,  get  a  high   level   intro   to   the  vendor   but   crucially   to   be   demonstrated   past   performance   and   core   product  func1onality. PUTTING SOCIAL TECHNOLOGIES 9 of 37 TO WORK ©  Socialwrks  2011  
  • 10. EVALUATE/SELECT www.socialwrks.com SATISFACTION 57 % 29 % 14 % Vendor   buy-­‐in   and   involvement   in   the   process   was   cri1cal   and   on   being   asked   to   respond  to  a  survey  on  their  sa1sfac1on  with   the  process,  overwhelmingly  approved. PUTTING SOCIAL TECHNOLOGIES 10 of 37 TO WORK ©  Socialwrks  2011  
  • 11. EVALUATE/SELECT www.socialwrks.com PHASE 3 The   vendors   who   presented   at   the   event   where   asked   to   subsequently   complete   a   short   list   ques1onnaire   which   required   r e s p o n s e s   t o   d e t a i l e d   f u n c 1 o n a l   requirements   (see   right)   and   more   detailed   budgetary/pricing   and   organisa1onal   ques1ons. On  the  basis  of  the  responses  and  evalua1on   of  these,  a  short  list  of  3  vendors  was  arrived   at.   Short List PUTTING SOCIAL TECHNOLOGIES 11 of 37 TO WORK ©  Socialwrks  2011  
  • 12. EVALUATE/SELECT www.socialwrks.com OUTCOME AND VALUE Detailed   mee1ngs   with   the   final   3   shortlisted   “We wanted to introduce a new vendors  allowed  the  client   idea management tool to our to   inves1gate   further   and     Finalist organisation that utilised social then   make   a   selec1on   on   media functions. Using his a  single  finalist. knowledge and innovative techniques, Stephen built links The   outcome   has   been   that  the   client  believe   they   with vendors, understood their have  achieved   their  main  objec1ve  of  conduc1ng  a   systems and helped us robust   and   equitable   evalua1on   and   selec1on   to determine and choose our process.   As   a   result,   the   right   vendor   has   been   long-term partner” selected   leading   to   a   beJer   chance   of   success   for   Innovation Manager, large the  replacement  programme.  There  is   also   less  risk   financial services firm of  incurring  costs   in  the  long  term  in  the  event  of  a   mistaken  decision  by,  for  example,  having  to  switch. PUTTING SOCIAL TECHNOLOGIES 12 of 37 TO WORK ©  Socialwrks  2011  
  • 13. ADOPTION www.socialwrks.com OVERVIEW ‣ Why  address  adop:on/engagement? ‣ Suggested  strategy/processes ‣ Where  it  has  gone  well ‣ What  piRalls ‣ Distrac:on  issue ‣ In   context   whilst   working   on   other   tasks,  e.g.  call  centre  ac:vi:es ‣ Other  considera:ons PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 13 of 37 TO WORK ©  Socialwrks  2011  
  • 14. www.socialwrks.com ADOPTION/ENGAGEMENT WHY ADDRESS IT • Precursor  to  other  measures:  It’s   not   the  defini1ve   measure   of   the  success   of   any   programme  but  if   users   are  not  using  a   system  then  everything  else  is  irrelevant. • Tied  to  social:  With  systems   that  have  social   collabora1on   at   their   heart   (where   outcomes   depend   on   contribu1ons   by   many)  this  is  an  important  element  to  address.   • Measurable:  Even  if  not  a  defini1ve  measure  of   success,  it  is   at   least   a   measure   that   is   rela1vely   easy   to   track,   e.g.   numbers  of  ideas   created,  shared,  commented   on,  etc.  Some   of  the  others  are  not  so  easy. • Key   in   community   management   and   engagement:   Tracking   overall   levels   of   par1cipa1on,  growth   rate   of   new   members,   recently  disengaged  and  follow  up  and  measuring  sa1sfac1on   levels   means   you  are  managing  your  community.  An  engaged   community  means  beJer  outcomes  -­‐  see  research  at  right PUTTING SOCIAL TECHNOLOGIES 14 of 37 TO WORK ©  Socialwrks  2011  
  • 15. ADOPTION www.socialwrks.com GRASSROOTS STRATEGY Focusing   on   poten1al   evangelists   in   this   strategy   is   Consider   how   the   tool   fits   into   the   context   of   their   key.  They  will  be  the  ones  that  form  the  backbone  of   job,   their   daily   working   processes   (integra1ng   with   the  community  and  grow  adop1on  organically. these   is   most   important)   and   the   wider   context   of   1.  Iden<fy  key  user  groups their   group's   goals:   What   problems   does   the   tool   Iden1fy   which   poten1al   user   groups   could   most   solve  or  what  opportuni1es  does  it  present. benefit   from   using   the   tool.   Groups   of   users   with   3.  Convert  key  users  into  evangelists shared   needs   and   aims   and   working   on   common   Informa1on   gathered   in   steps   1   and   2   should   be   projects.   They   should   have   sufficient   diversity   communicated   to   key   users   informally,   ini1ally   between  them  but  common  informa1on  flows. through   face-­‐to-­‐face  or   online,  personalised   sessions   2.  Iden<fy  and  understand  key  users followed   by   some   basic   on-­‐demand   support   Users   most  ac1ve  with   the  old  tool/s   (if   appropriate)   structure. would  be  a  good  start.   PUTTING SOCIAL TECHNOLOGIES 15 of 37 TO WORK ©  Socialwrks  2011  
  • 16. ADOPTION www.socialwrks.com GRASSROOTS STRATEGY Phased  approach  vs  Big  Bang 4.  Turn  evangelists  into  trainers The   most   successful   evangelists   in   terms   of   capability  and  enthusiasm  should  be  focused  on  to   become  evangelist-­‐trainers.  They  can  communicate   with   their   colleagues   easily   and   provide   effec1ve   training  on   an  informal,  ad   hoc  basis   and   they  can   enthuse  a  growing  user  base.   The  grassroots  strategy  follows  a  phased    and  essen1ally     5.   Support   boNom-­‐up   adop<on   and   emergent   boJom-­‐up   approach.   The   big   bang   approach   (a   new   behaviours system   replaces   all   other   prior   systems   in   a   single   cut-­‐ 'Volunteers',  especially,  should  be  encouraged.  The   over)   is   more   complex   and   carries   greater   risk   if   not   most  influen1al  people  in  an  online  community  are   managed  properly  and  tends  to  be  mandated,  top-­‐down. not  those  with  official  status  but  those  who  engage   A  combina1on   is   best:  start  with   a  phased  approach    to   most   enthusias1cally.   If   people   start   to   use   the   key   evangelists   followed   by   a   full-­‐system   launch   to   tools   in   an   unexpected,   innova1ve,   or   informal   everyone   (heavily   promoted   and   endorsed   by   manner,  this  should  be  encouraged. management). PUTTING SOCIAL TECHNOLOGIES 16 of 37 TO WORK ©  Socialwrks  2011  
  • 17. ADOPTION www.socialwrks.com PROMOTION At   all   1mes,   clearly   iden1fying   and   branding   a   companywide   ini1a1ve   is   a  good   idea.  It   is   especially   so   of   social   collabora1on   systems   where   a   vision   communicated   inspiringly   can   galvanise   ac1on.   Furthermore,   with   a   replacement   system   it   is   the   opportunity  to   reinvigorate  previous   efforts   and   to  fix  any   issues   like  uninspiring  naming  and  branding. Making   a   promo1on   viral   is   also   a   good   idea.   When   the   innova1on   team   at   WD-­‐40   Company   recently   launched   a   new   internal   system   for   idea   management,   aside   from   making   their   colleagues   pay  aJen1on,  the   team  decided  to   create  a  character   named   Neon   Leon   to   carry   the   message.   Two   weeks   before   the   global  launch,  they  began  a  viral  campaign  to  great  effect. PUTTING SOCIAL TECHNOLOGIES 17 of 37 TO WORK ©  Socialwrks  2011  
  • 18. ADOPTION www.socialwrks.com MANAGEMENT SUPPORT As  well  as  suppor1ng  boJom-­‐up  adop1on,  it  is  IMPERATIVE  for  there  to  be  top-­‐down  support.   1.  Lead  by  example By  using  the  tool  themselves  managers  encourage  colleagues   to  also  use  the  tool/s.  By  being  ac1ve  and  showing   subordinates  how  the  new  tools  can  be  used,  managers  play  a  valuable  role  in  fostering  adop1on. 2.  Lead  by  mandate Tool  use  can  be  mandated  however  the  manager  must  lead  by  example,  e.g.  making  innova1on  a  companywide   priority,  manda1ng  a  system  to  manage  ideas  and  then  par1cipa1ng  in  the  processes. 3.  Ensure  there  is  adequate  support Managers  must  accept  that  their  staff  may  require  support,  and  they  must  be  willing  to  allow  staff  to   take  1me   out  to  do  training.  They  must  also  ensure  that  they  have  access  to  ad  hoc  support. 4.  Ensure  personal  and  business  benefits  reflect  each  other  and  reward  contribu<on Iden1fying  and   understanding  both   types   of   benefits,  including  alignment  between   them,  will  provide  powerful   incen1ves  which  can  be  supplemented  by  different  kinds  of  reward  schemes,  e.g.  prizes,  points  systems,  etc. PUTTING SOCIAL TECHNOLOGIES 18 of 37 TO WORK ©  Socialwrks  2011  
  • 19. ADOPTION www.socialwrks.com WHERE IT HAS GONE WELL PUTTING SOCIAL TECHNOLOGIES 19 of 37 TO WORK ©  Socialwrks  2011  
  • 20. ADOPTION www.socialwrks.com PITFALLS TO MITIGATE • If  too  successful  the  programme  could  become  an  administra1on  nightmare  if  not  properly  resourced,  e.g.  too   many  ideas  and  too  few  people  to  check,  review,  approve  and  re-­‐direct  ideas.  Resource  properly  (see  sec<on) • Volumes   of   ac1vity   are   removed   from   the   business   or   its   current   challenges,   use   is   not   meaningful   and   performance  is  not  improved.  Measure  sustained  use  and  benefits  (see  sec<on) • Dependence   on   specifically   skilled   people   and   a   review   process   or   governance   policies   that   are   overly   controlling  and  dampen  collabora1on,  community  building,  idea  genera1on,  etc.  Ensure  a  light  touch • LiJle  or  no  follow-­‐through  on  ideas  to  the  individuals  that  par1cipated  in  capturing  ideas;  resul1ng  in  damaging   any  further  idea  genera1on  campaigns.  Robust  feedback  loop • Emphasis  on  input  and  not  outcomes,  e.g.  a  program  that  rewards  ideas  generated  could  mean  many  ideas  are   created  half  formed,  imprac1cal  and  of  liJle  value.  Clear  purpose  through  campaigns • Offline   ac1vi1es   are  neglected,  e.g.  great  ideas  generated   in   informal  mee1ngs   are   not  captured   or  pursued.   Simple  ways  to  log  ideas,  e.g.  digital  pics  of  whiteboard  notes • Tools  not  well  integrated  into  work  processes  and/or  inaccessible  effect  excep1on  handling  (solving  non-­‐rou1ne   issues  which  break  standard  processes).  Tools  must  connect  right  people,  avoid  duplica<on,  target  outcomes. PUTTING SOCIAL TECHNOLOGIES 20 of 37 TO WORK ©  Socialwrks  2011  
  • 21. BENEFITS www.socialwrks.com OVERVIEW ‣ When   making  the  switch  to  a  new  system  what   areas  could  benefit  most: ‣ Produc:vity  improvements ‣ Engagement  improvements ‣ Process  improvements ‣ Financial  Improvements ‣ Other? ‣ Benchmarking  should  be  based  on what  others  have  done ‣ What  metrics  to  use? PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 21 of 37 TO WORK ©  Socialwrks  2011  
  • 22. BENEFITS www.socialwrks.com IMPROVEMENTS FROM SWITCH Improvements   that   can   be   expected   and   targeted   based   on   improvements   experienced   by   other   organisa1ons   when  replacing  older  systems  with  new  social  sooware  systems  could  be: PRODUCTIVITY  IMPROVEMENTS -­‐ Increasing  number  of  successful  new  innova1ons -­‐ Reduced  communica1on  costs PROCESS  IMPROVEMENTS -­‐ Time  saved  on  finding  duplicate  ideas  and  logging  ideas -­‐ Reducing  1me  to  market  for  products/services ENGAGEMENT  IMPROVEMENTS -­‐ Increasing  employee  sa1sfac1on -­‐ Increasing  access  to  knowledge/  members FINANCIAL  IMPROVEMENTS -­‐ Increasing  revenue -­‐ Reducing  opera1onal  costs PUTTING SOCIAL TECHNOLOGIES 22 of 37 TO WORK ©  Socialwrks  2011  
  • 23. BENEFITS www.socialwrks.com INNOVATION BENCHMARKS PRODUCTIVITY IMPROVEMENTS Danfoss   is   one   of   the   largest   industrial   companies   in   Denmark.   The   global   group   is   a   leader   within   research,   development  and  produc1on,  sales  and  service  of  mechanical  and  electronic  components  for  several  industries. -­‐  5.500  logged  in  -­‐  submiHng  161  ideas  (200%  increase) -­‐  3  <mes  as  many  ideas  became  backed  by  a  team  (=  complete) -­‐  The  evalua1on  process  was  op1mised  considerably -­‐  Three  ideas  received  funding  (goal  =1) ENGAGEMENT IMPROVEMENTS UBS  is  the  world’s  largest  manager  of  private  wealth  assets   $41.44  billion  revenue  in  2009 65,000  employees  worldwide Pilots:  70%  par<cipa<on  rate;  50+%  of  ideas  implemented Full  rollout:  24,500+  ac<ve  users,  800  +  ideas,  10,000  votes Annual  cost  savings  ($150k  +),  new  marke1ng  campaign PUTTING SOCIAL TECHNOLOGIES 23 of 37 TO WORK ©  Socialwrks  2011  
  • 24. BENEFITS www.socialwrks.com INNOVATION BENCHMARKS FINANCIAL IMPROVEMENTS Walmart.   Sam   Walton   once   went   store   to   store   with   a   notepad   to   gather   ideas.   With   more   than   2   million   associates   around   the   world,   Walmart  needed  a  way  to  leverage  their  good  ideas  to  make  big  savings -­‐ $30  -­‐  $40  million  in  savings;  $8  million  for  a  single  idea DWP.   UK   Government   facing   an   unprecedented   cost   cuHng   crisis.   Challenge  was  to  find  ways  to  save  money  without  affec1ng   Department for Work and Pensions front  line  services -­‐ According   to   Gartner,   who   reviewed   the   work,   they   saved   £21   million  in  less  than  9  months  through  “Idea  Street”,  a  place  for  civil   servants   to   collaborate  on  new  ways   to   create  beJer  services  whilst   saving  money PUTTING SOCIAL TECHNOLOGIES 24 of 37 TO WORK ©  Socialwrks  2011  
  • 25. BENEFITS www.socialwrks.com FUTURE INNOVATION|MEASURES Innova1on  is   essen1ally   a  social  ac1vity   and   beJer   delivered   through   collabora1ve   effort   and   as   posited  by  the  study  at  right,  this  is  a  major  trend  in   “Social networking: The future   innova1on   management   efforts.   Given   this,     third converging trend” measures   should   focus   on   social/collabora1ve   - more flexible and creative in ac1vity. defining the way to interact with Furthermore,  assuming  a  phased  approach  star1ng   customers internally   (which   is   less   risky),   then   focusing   on   employee  engagement  measures  first  makes  sense. - more sophisticated in open innovation approaches - focus more on the role of employee innova:on  engagement phases engagement in innovation The  Future   of  Innova/on   Management:   The  Next  10  Years  (Arthur   employees                  partners                  customers D   Li+le,   2011).   Based   on   survey   of   nearly   100   Chief   Technology   Officers  (CTO)  and  Chief  InnovaDon  Officers  (CIO)  globally. PUTTING SOCIAL TECHNOLOGIES 25 of 37 TO WORK ©  Socialwrks  2011  
  • 26. BENEFITS www.socialwrks.com ENGAGEMENT/PERFORMANCE METRICS Social  SoLware  Func<on Capability Social  Networking Authoring  (wiki  style) Ac1vity  stream Project  Management #  follower  per  user;  #  of   #  of  users  per  project;  %   1.  Exper1se   #  posts/links  shared  with   searches  for  people/ %  users  per  idea idea  success  per  user   Iden1fica1on followers exper:se number #  groups/teams  created   #  ideas;  #  edits  per  idea;   #  comments;  #  of  links;   average  :me  from  idea   2.  Collabora1on by  users;  :me  spent  per   #  comments  per  idea;  #   :me  spent  per  user   to  implementa:on user  (ac:ve/non-­‐ac:ve) rates/predic:on  per  idea (ac:ve/non-­‐ac:ve) 3.  Knowledge   %  users  per  category  or   #  of  ideas  archived;  #   #  archived  projects/ideas   #  of  page  views Management subject searches referenced #  projects  delivered;   %  ideas  implemented   %  ideas  selected  for   overall  ac:vity  per   4.  Implementa1on total  value  of  projects   per  user  number implementa:on campaign (revenue  or  costs  saved) NOTE:  Func<on  and  Capability  items  all  revolve  around  idea  crea<on  and  innova<on  processes  from  a  social  business  perspec<ve  and   are  not  an  exhaus<ve  lis<ng.  Elements  also  excluded  are  other  innova<on  related  metrics  and  measures  of  success  -­‐  see  page  22 ParDally  based  on  report:  Social  soJware  for  business  performance  -­‐  2011  Deloi+e  Development  LLC. PUTTING SOCIAL TECHNOLOGIES 26 of 37 TO WORK ©  Socialwrks  2011  
  • 27. BENEFITS www.socialwrks.com EXAMPLE PERFORMANCE IMPROVEMENT OSIsoo  delivers  solu1ons  to  help  companies  manage  and  make  sense  of  their  data.  They  started  using  Socialtext   Workspaces  (wikis)  in  January  2009  for  their  customer  facing  technical  support  team  and  engineers  (282  users) Main  objec<ves  were  around  issue   resolu<on: -­‐ Decrease  1me-­‐to-­‐resolu1on  for  Tech   Services  cases  through  high  quality,   up-­‐to-­‐date,  accessible  knowledge -­‐ Increase  the  value  of  solu1ons   provided -­‐ Reduce  the  reliance  on  mentors  and   developers  to  resolve  issues  by   crea1ng  “one-­‐stop  shop”  for   solu1ons   -­‐ Enable  remote  engineers  to  provide   high  quality  support -­‐ Reduce  1me  to  proficiency  for  newly   hired  engineers PUTTING SOCIAL TECHNOLOGIES 27 of 37 TO WORK ©  Socialwrks  2011  
  • 28. BENEFITS www.socialwrks.com EXAMPLE PERFORMANCE IMPROVEMENT 18 %  of   28 77 respondents   29 whose   companies   are  achieving   40 specified   60 benefits   from  their   41 use  of  Web   52 2.0   44 technologies Increasing  speed  of  access  to  knowledge Reducing  communica:on  costs Increasing  speedy  access  to  internal  experts Decreasing  travel  costs Increasing  employee  sa:sfac:on The  greater  the  degree  of  usage  within  an  organisa:on  and  the  more  horizontally   Reducing  opera:onal  costs networked  an  organisa:on  is,  the  greater  the  degree  of  benefit  improvement Reducing  :me  to  market  for  products/services Increasing  number  of  successful  new  innova:ons The  rise  of  the  networked  enterprise:  Web  2.0  finds  its  payday Increasing  revenue McKinsey  study  of  1598  execuDves  2010 PUTTING SOCIAL TECHNOLOGIES 28 of 37 TO WORK ©  Socialwrks  2011  
  • 29. RESOURCING www.socialwrks.com OVERVIEW ‣ Why   its   important   to   properly   resource  efforts ‣ Different  roles: ‣ Admin  roles ‣ Champion  roles ‣ Company  leadership  roles ‣ Different  func:ons PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 29 of 37 TO WORK ©  Socialwrks  2011  
  • 30. RESOURCING www.socialwrks.com COMMUNITY MANAGEMENT Developing   a   thriving   community   around   online   tools   in   an   organisa1on   that   have   some   social   elements   and   are   geared   to   delivering   business   func<ons   How  important  has   through   collabora<ve   effort   are   becoming   increasingly   important.   To   ensure   community  management   been  to  your  Enterprise  2.0   high   levels   of   engagement,   effec1ve   community   management   and   resourcing   effort? for   this   is   a   priority.     Here   are   some   considera1ons   for   building   a   strategy   around  and  resourcing  for  effec1ve  community  management: 5% 1. Understanding  the  target  members 2. Defining  and  communica<ng  business  goals  and  desired  outcomes 3. Defining   and   communica<ng   constructs   that   produce   value   for   the   95% members  and  the  sponsoring  organisa<ons 4. Managing  expecta<ons  based  on  understanding  community  dynamics Essential 5. Managing  the  technology  and  change  management Important Not Important 6. Managing  the  organisa<ons  financial,  cultural  and  talent  constraints PUTTING SOCIAL TECHNOLOGIES 30 of 37 TO WORK ©  Socialwrks  2011  
  • 31. www.socialwrks.com COMMUNITY MANAGEMENT A SAMPLING OF TASKS VISIBLE BEHIND  THE  SCENES Managing   and   seeding   content   (publishing,   Offline  communica1on  to  encourage  par1cipa1on cura1ng,  tagging,  archiving,  etc.) Building  rela1onships  withy  key  members Managing  events Taking  issues  offline Managing  campaigns Working   with   evangelists   to   plan   mutually   Onboarding  and  ovoarding beneficial  programming Par1cipa1ng  judiciously  in  conversa1ons Planning  programming  /  campaign  calendar Communica1ng   changes   to   policies,   campaigns,   Managing  technology/usage  issues tools,  etc. Communica1ng   value   and   benefits   of   community   Repor1ng  and  feedback internally User  interface  op1misa1on Measuring  and  monitoring  progress PUTTING SOCIAL TECHNOLOGIES 31 of 37 TO WORK ©  Socialwrks  2011  
  • 32. RESOURCING www.socialwrks.com FUNCTIONS PUTTING SOCIAL TECHNOLOGIES 32 of 37 TO WORK ©  Socialwrks  2011  
  • 33. RESOURCING www.socialwrks.com COMMUNITY ROLES The   ideal   roles   that  will   play   a  key   part  in   the   innova1on   community   of  any   organisa1on   should   be   defined   and   assigned  to  relevant  personnel.  Below  are  the  op1ons  to  consider: ADMINISTRATIVE  ROLE The  innova1on  team  in  the  organisa1on  and  the  team  who  manages  the  community -­‐ The  supporter,  advocate  and  cul1vator  of  the  community  who  also  creates,  shares,  discusses and  improves  ideas  and  informa1on. CHAMPION  ROLE The  evangelists  men1oned  in  the  adop1on  sec1on  in  effect -­‐ Brokers,  conductors  and  networkers  who  help  join  up  innova1on  efforts SENIOR  MANAGEMENT  ROLES Execu1ves  who  are  ul1mately  sponsors  of  innova1on  efforts  in  the  organisa1on -­‐ Endorsers,  drivers  and  ambassadors  who  help  encourage  and  drive  efforts USER  ROLES All  the  users  crea1ng  ideas  and  collabora1ng  within  the  organisa1on -­‐ Self-­‐directed  members,  collabora1ve  in  nature,  insighdul  and  media  savvy PUTTING SOCIAL TECHNOLOGIES 33 of 37 TO WORK ©  Socialwrks  2011  
  • 34. RESOURCING www.socialwrks.com COSTS NOVICE Experimen:ng   with   social   media,   no   leading   role/strategy,   no   internal   audits   or   policies/processes,   no   training   for   employees,   metrics  are  usage  based,  some  investment  in  monitoring INTERMEDIATE Long  term   strategy/ini:a:ve  in  place,   formal  role  and  structure  in   place,   internal   audits   and   policies/processes   in   place,   educa:on   programme  in  place  but  not  for  whole  organisa:on,  metrics  :ed  to   some  performance  measures,  invested  in  social  technologies ADVANCED Social   Business  permeates   the  enterprise,   central   as   well   as   devolved   ac:vi:es   in   place,   clear   processes/policies   and   workflows   in   place   across   teams,   formal   educa:on   and   knowledge  management   of   best  prac:ce,   metrics  fully   :ed  to  business   performance,  social  technologies  transcend   internal   and   external   boundaries   and   are   extensive  in  scope Al:meter  Group  Survey  of  140  global  corporate  Social  Strategists  in  October  2010  from  corpora:ons  with  more  than  1000  employees PUTTING SOCIAL TECHNOLOGIES 34 of 37 TO WORK ©  Socialwrks  2011  
  • 35. RECOMMENDATIONS www.socialwrks.com IMPLEMENTATION Focusing   on   user   adop1on   is   not   all   important   but   an   important   precursor  to  usage  and  ul1mate  success Users   are   the   key   stakeholders   that   require   aJen1on   from   an   adop1on  point  of  view  and  as  such,  a  grassroots  strategy  focusing  on   users   from   the   boJom   up   is   best   although   top   down   management   involvement  is  cri1cal There  are  some  pidalls  to  focusing  on  adop1on  and  one  of  the  most   important   is   neglec1ng   performance   and   measures   of   that   performance Its  important  to  understand  what  others  are  doing  and  achieving  and   using  that  as  a  benchmark More   important  is   to   set  own   measures   which   1e   in   with   individual   company   objec1ves   and   that   1e   in   new   innova1on   management   trends,  one  important  one  being  the  use  of  employee  social  networks Also  very  important  is  to  resource  efforts  properly  and  with  employee   social  networks  that  means  community  management PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 35 of 37 TO WORK ©  Socialwrks  2011  
  • 36. REFERENCES www.socialwrks.com 1. The  rise  of  the  networked  enterprise:  Web  2.0  finds  its  payday  -­‐  McKinsey&Company  December  2010 2. Community  management:  The  'essen1al'  capability  of  successful  Enterprise  2.0  efforts 3. An  adop1on  strategy  for  social  sooware  in  the  enterprise 4. Social  sooware  for  business  performance  -­‐  2011  DeloiJe  Development  LLC. 5. Gallup  Study:  Engaged  Employees  Inspire  Company  Innova1on 6. Community  Management  Fundamentals 7. The  2011  State  of  Community  Management 8. The  Future  of  Innova1on  Management:  The  Next  10  Years  (Arthur  D  LiJle,  2011). 9. How  Corpora1ons  Should  Priori1ze  Social  Business  Budgets,  Al1meter  2011 10. Who  is  Neon  Leon?  –  A  Great  Case  on  Viral  Communica1on  for  Innova1on  Programs 11. Image  page  13;  Image  page  21;  Image  page  22;  Image  page  25;  Image  page  35 PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 36 of 37 TO WORK ©  Socialwrks  2011  
  • 37. HAVE A NEED? www.socialwrks.com CONTACT US Take your next step with Social Business Use  any  of  the  methods  to  contact  us  you  see  below  but   most   important   is  probably   a  first   mee:ng.   If   you   are   serious   about   social   business,   have   commiJed   to   embarking  on  or   already   embarked  on  the  journey   and   have  a  budget  but   need  a  plan,   then  a  first   mee:ng  is   where  you  will  likely  decide  that  we  can  help  you  or  not. f facebook.com/netociety Address: Surrey  Technology  Centre t twitter.com/stephenwrks 40  Occam  Rd,  Guildford,  GU2  7YG,  UK Phone: socialwrks.com/about/newsletter +44    1483  685  940 Email: socialwrks.com/blog info@socialwrks.com PUTTING SOCIAL TECHNOLOGIES back  to  naviga:on 37 of 37 TO WORK ©  Socialwrks  2011