Enterprise Social Networking: Strategy and Implementation with SharePoint 2013
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SharePoint 2013 offers many upgrades and advances in the areas of social networking. However, in order for organizations to maximize value from the implementation, there are many guidelines and best practices that must be followed. In this presentation, we will discuss the SharePoint 2013 social networking capabilities, use cases for implementation, conceptual design and strategies for best results, where Yammer fits in, and much more.
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Enterprise Social Networking: Strategy and Implementation with SharePoint 2013
- 1. Credera is a full-service management and Dallas Office Houston Office Austin Office Denver Office 15303 Dallas Parkway 800 Town & Country Blvd 9020 N Capital of Texas Hwy 5445 DTC Parkway technology consulting firm. Our clients range Suite 300 Suite 300 Suite 345 Suite 1040 from Fortune 1,000 companies to emerging Addison, TX 75001 Houston, TX 77024 Austin, TX 78759 Greenwood Village, CO 80111 industry leaders. We provide expert, objective advice to help solve complex business and 972.692.0010 Phone 713.496.0711 Phone 512.327.1112 Phone 303.623.1344 Phone technology challenges. 972.692.0019 Fax 713.401.9650 Fax 512.233.0844 Fax 303.484.4577 Fax
- 2. Enterprise Social Networking Strategy and Implementation with SharePoint 2013 Dallas, TX April 4, 2013
- 3. Welcome & Introduction … Jesus Salazar is a Principal with Credera’s Microsoft Solutions Practice and held a seat on the Office 14 Developer Advisory Council Jesus J Salazar, Principal with Credera • 13 years of experience with Microsoft-based technologies • Experience delivering IT solutions to medium and large businesses • Strong focus on SharePoint since 2003 • Microsoft Certified Professional • Member of the Office 14 Developer Advisory Council where he helped shape the features and architecture of the next generation of Microsoft Office and SharePoint Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 3
- 4. Welcome & Introduction … Will Stokes is an Architect with Credera’s SharePoint Practice and has been developing SharePoint solutions for over 15 years Will Stokes, Architect with Credera • 15 years of experience with Portals and Microsoft-based technologies • Experience delivering SharePoint solutions to Fortune 500 Companies • Strong focus on SharePoint since 2007 • Microsoft Certified Professional Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 4
- 5. Credera Twitter Contest … What is the biggest reason to upgrade to SharePoint 2013?“ – Tweet us your answer and win a prize! • Credera Twitter contest: "What is the biggest reason to upgrade to SharePoint 2013?" – Tweet your answers to @CrederaMSFT – 3 lucky tweeters will receive a Starbucks gift card for participating – Winners will be announced via Twitter at 4:00 p.m. – Prizes will be available for the winners between 4:00-4:30 p.m. at the Credera booth in the exhibit hall • Have specific questions during the presentation? – Ask your questions by using the hashtag - #sptechfest – Credera architects will be standing by to respond Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 5
- 6. Agenda … Thank you for coming – we hope you find our discussion insightful and walk away with a couple of things your organization has not yet thought of • Social Networking Overview • SharePoint Social Features • Demo • Implementation Best Practices • Conclusion Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 6
- 7. Social Networking Overview Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 7
- 8. Social Networking Overview … Definition … Enterprise Social Networking enriches an organizations ability to generate and share content in a much more rapid and dynamic fashion Enterprise Social Networking focuses on the use of online social networks or social relations among people who share business interests and/or activities … Effective social networking can help users develop new relationships, maintain existing ones, and share their ideas in real- time, which allows for rapid feedback and collaboration. Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 8
- 9. Social Networking Overview … Famous Quotes … The paradigm of taking people out of processes for efficiency has been replaced by putting them back in order to drive innovation and accelerate change “The only irreplaceable capital an organization possesses is the knowledge and abilities of its people. The productivity of that capital depends on how effectively people share their competence with those who can use it.” - Andrew Carnegie “Many ideas grow better when transplanted into another mind than the one where they sprang up. “ - Oliver Wendell Holmes “Intellectual property has the shelf life of a banana.” - Bill Gates Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 9
- 10. Social Networking Overview … History… In an effort to scale to the amount of data we consume, the creation and sharing of information has shifted from institutionally controlled to consumer controlled Old Way New Way ... publish Distributed Centralized Mediation Mediation Institutional Consumer Control Shift Control Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 10
- 11. Social Networking Overview … The Value of Social Networking … Enterprise Social Networking allows users to intuitively provide, gather, and organize context across an organization People Decisions and Tips & Tricks Reasoning Pitfalls Knowledge Innovation Base Tacit Knowledge CONTEXT Feedback Problem Solving scheduling, resource management, record keeping … Enriched Technology Address Gaps Flexibility Content Process Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 11
- 12. Social Networking Overview … Information Safety Net … Enterprise Social captures lost wisdom by acting like a safety net to ensure tacit information is gathered and shared with those who would benefit from it People Technology Process Enterprise Social Networking Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 12
- 13. Social Networking Overview … Myths and Misconceptions … Myth #1: Social Networking in the workplace is a distraction that will decrease productivity and waste time • A majority of organizations we talk to have major concerns about implementing Social features • Sometimes social features are thought of as a distraction and will decrease productivity • Informal social networking interactions actually help improve company culture and overall employee enjoyment • If accountability is there to do ones job, social just becomes a tool to help an employee do it more efficiently and effectively Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 13
- 14. Social Networking Overview … Myths and Misconceptions … Myth #2: Nothing beats picking up the phone or meeting face to face – Social Networking will give our employees an excuse to completely avoid each other Probability of communicating at The goal of Social is to “Normalize” If people are too least once a week distance and help knowledge Face to Face time often results in disconnected, siloed thinking occurs sharing occur at a more optimal Groupthink or stifles innovation Face to Face and innovation is stifled again level 0.30 0.25 0.20 0.15 0.10 Siloed Workers 0.05 0.00 0 30 60 90 ... Separation distance in feet Tom Allen, MIT, 1977 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 14
- 15. Social Networking Overview … Myths and Misconceptions … Myth #2: Nothing beats picking up the phone or meeting face to face – Social Networking will give our employees a way to completely avoid each other Didn’t know that, great Funny, I’ve got idea! the same idea. I’ve got an idea! Did you know? Ref: “The Strength of Weak Ties”, Granovetter, 1973 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 15
- 16. Social Networking Overview … Myths and Misconceptions … Social Networking blurs the lines of proximity and the strength of ties and puts all teams on an optimized playing field where these things don’t matter as much Apart Time-Space Collaboration Matrix Bulletin Board Email, Intranet Not Enough Scalability Collaboration Time Together Phone, SMS, Conference Face to Face Line, IM Groupthink Knowledge Capture Together Apart Space Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 16
- 17. Social Networking Overview … Myths and Misconceptions … Social Networking blurs the lines of proximity and the strength of ties and puts all teams on an optimized playing field where these things don’t matter as much Connected Enterprise = Business Agility Not Enough Scalability Collaboration Groupthink Knowledge Capture Ref: Mark Stone, Microsoft Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 17
- 18. SharePoint 2013 Social Features Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 18
- 19. SharePoint 2013 Social Features ... SharePoint 2013 brings best of breed social capabilities in a single solution to be coupled with its industry leading collaboration platform Our Favorite Social Features Communities Profiles • Points, Badges, Best Reply's, Likes • Topics • OneNote • Activity feed • Task Management • Notifications • Configurable Profile UI • Documents in SkyDrive Search Social • People search • Follow • Community Search • Mentions • Preview of Best • Hashtags • Related Tags Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 19
- 20. SharePoint 2013 Social Features ... Yammer … Last year Microsoft signaled how serious they are taking Enterprise Social by acquiring Yammer and starting along a very exciting roadmap Today Tomorrow Future “Yammer is our big bet for enterprise social, and we're committed to making it the underlying social layer for all of our products” – Jared Spataro, MOD Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 20
- 21. Demo Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 21
- 22. Demo … Scenario The best way to showcase SharePoint 2013 Social features is by walking you through the day of an average employee Nancy Smith was just hired by Contoso to work within their Finance department. She doesn’t know anyone, doesn’t have a feel for how things are done, and has already been given an assignment Her assignment is to choose a new accounting system. She has been told that their Tokyo office is currently updating their expense reporting system so she should reach out to them and see if they have any tips or tricks for her. Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 22
- 23. Implementation Best Practices Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 23
- 24. Implementation Best Practices … Tactical vs Strategic … There are two kinds of projects, Tactical and Strategic social initiatives – The approach you take depends on overall goals and the resources you have Tactical Strategic General Project Duration Project Budget Management Scope Executive Sponsorship ROI Technology Scope Business Impact Cultural Shift Highest Order Benefit Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 24
- 25. Implementation Best Practices … Strategic Success Factors … For a Strategic social Initiative, you need to have support on many fronts in order to have a successful implementation Success Factors for Strategic Social Successful Strategic Social Implementation Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 25
- 26. Implementation Best Practices … Social Solution Evolution … Since user adoption and critical mass is so important, how do you know when you have achieved a sustainable state? • How do I know that I have turned the corner on my social communities and that I am in the clear? • Here are some classifications that will help you to determine where you are at Social Solution Evolutionary Path At Risk Sustained Evolving Integrated • Inconsistent • Ongoing Use • Broadening • Mission Critical usage • Some risk of Scope • High Ratio of • Poor relapse • Little to no contributors and response/partici • Dependent on dependency on observers pation one person Originator According to Gartner, “Sustained” means that you have roughly a usage ratio of 1 : 9 : 90 (initiating : participating : observing) for your solution Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 26
- 27. Implementation Best Practices … What to Expect … What can you expect when rolling out a Strategic “Social” initiative? • Initially you employees will seek “Instant Gratification” and start exploring • At the 6 month mark, ideally you will see teams forming and collaborating on their own using social technologies • Once your employees learn to collaborate internally using social technologies, the demand for collaborating externally will steadily grow Expected Strategic Social Timeline Opportunistic Typified Externalized • Twitter Style • Communities Forming • Externalized Bursts • Strong Project Collaboration Social • People reaching • Various “Monitored” channels Collaboration out of their Silos • Mission Critical on Many Fronts 0-2 Months 6 Months 12 Months Ref: Gartner Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 27
- 28. Implementation Best Practices … Key Ideas … A social initiative has some dynamics that are different from other types of projects • There are a few things to keep in mind when planning your social initiative 1. Social technologies are OPTIONAL 2. User Adoption must be at a critical mass for ANY social solution…maintain sustainable adoption 3. Social requires a little bit of Top-Down information flow to help steer conversations and to “Prime the Pump” 4. Know what your “affinity” for social is as an organization 5. Strategic Social as an IT run initiative is not a great idea… If you must do this, start with a small pilot and expand naturally from there Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 28
- 29. Implementation Best Practices … Key Ideas … A social initiative has some dynamics that are different from other types of projects • There are a few things to keep in mind when planning your social initiative 6. Know what goals you want to accomplish by leveraging social… Identify solutions, not features! 7. Taking benchmarks then measuring deltas and communicating success stories will be key in continuing to “Market” your initiative 8. Although the features in 2013 are sound…significant effort will be spent on the coaching, organizational management, and governance of social Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 29
- 30. Implementation Best Practices … Governance … Even though information flows more freely throughout your organization, governance is key to minimize liabilities for your organization • Some organizations worry that they are asking for a lawsuit by documenting micro-information on an ongoing basis • Although transparency is a goal, if users are being exposed to information they shouldn’t…you are doing it wrong! • Governance and community management is key! Social Governance Principles Less Measure based Set the Keep it simple! control/More on your goals appropriate tone Leadership Enterprise Social Governance Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 30
- 31. Conclusion Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 31
- 32. Conclusion … Moving towards Enterprise Social will feel a lot like you are giving up control but remember, Enterprise Social = Business Agility • Similar to when Agile development came about, there was a lot of angst and sometimes despair with letting go of control • Now the benefits of self organization, cross-functional teams, and adaptive planning are undisputed and widely adopted Trust in the process, Trust in your employees, and have fun!!! Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 32
- 33. About Credera … Our clients hire us to own their toughest problems; they retain us because we keep our promises Management & Technology Consulting Firm Microsoft Solutions Offerings • MS Gold Certified Partner • Custom Application Development • Member of Microsoft’s SharePoint • Enterprise Portal Design & Implementation Development Advisory Council (DAC) • eCommerce • IW Competency (Microsoft’s Corporate • SOA & Business Process Integration SharePoint Certification) • Customer Relationship Management (CRM) • Certified provider of SharePoint Deployment Planning • Business Intelligence & Data Warehouse • Established 1999 • Offices in Dallas, Houston, Austin, Denver Client Sampling How We Serve Our Clients • We provide expert, objective advice to help solve complex business and technology challenges • Our clients hire us to own their toughest problems; they retain us because we keep our promises • Services: Management Consulting, Technology Solutions, Mobile Solutions, Business Intelligence Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 33
- 34. Thank you for attending! Please complete the evaluations. Contact Information: Jesus J Salazar - jsalazar@credera.com Will Stokes – wstokes@credera.com www.credera.com Follow us on @CrederaMSFT Blog: http://blogs.credera.com Careers: http://careers.credera.com
- 35. Credera is a full-service management and Dallas Office Houston Office Austin Office Denver Office 15303 Dallas Parkway 800 Town & Country Blvd 9020 N Capital of Texas Hwy 5445 DTC Parkway technology consulting firm. Our clients range Suite 300 Suite 300 Suite 345 Suite 1040 from Fortune 1,000 companies to emerging Addison, TX 75001 Houston, TX 77024 Austin, TX 78759 Greenwood Village, CO 80111 industry leaders. We provide expert, objective advice to help solve complex business and 972.692.0010 Phone 713.496.0711 Phone 512.327.1112 Phone 303.623.1344 Phone technology challenges. 972.692.0019 Fax 713.401.9650 Fax 512.233.0844 Fax 303.484.4577 Fax
Notas do Editor
- Go through Definition…focus on “Effective Social Networking”Connects people through naturally forming communities and captures and mediates information in real-time
- For the past decade (and even beyond if you count industrial revolution) we have been focused on taking people out of process through technology and standardization as a way to decrease costs and drive efficiency.Those days are gone! We have that part down for the most part… paper based processes are becoming far and few between.So how do we differentiate and get the upper hand? By putting people back to focus on innovating, and adapting faster than software can. Have you ever had to refactor your brain?Here are a few of my favorite quotes…The Bill Gates one is a little bit more abstract but is at least funny
- The amount of data that we are able to produce and consume has increased by 30 times since 1999 and doubles every 2.5 years according to gartnerBusinesses are starting to reach the point where, it cannot be digested… and the OLD WAY is resulting in missed opportunities slipping through the cracksThat is why you see this shift from Institutional control to Consumer control
- So what are some of the benefits of consumer control that ESN allows?Most business problems are addressed by applying a combination of People, Process, or Technology to them… where any combination of these intersect you have some institutional controlled deliverables right?People and Technology – manuals, training, etc.People and Process – SOPS, Best Practices, etc.Technology is supporting a process of some kind – Scheduling, resource managementWhat ESN does is help drive and capture those things that are hard to maintain on an ongoing basisWhat are those things that are hard to maintain and capture called?.... CONTEXT
- This is just another way to look at it… ESN acts like a safety net catching all of that tribal and tacit knowledge in a self organizing fashion so that it can re-used and re-applied
- So lets talk about a couple of the primary myths around ESN
- Another common myth is that the last thing companies need is yet another way to allow people to completely avoid direct interactionThere is a long standing study out there by a guy named Tom Allen, prof at MIT who did a study that holds true today.It said that if you are seated more than 50 ft away from somebody, your probability of communicating weekly drops tremendously unless there is something very tangible keeping you communicating (a project)…. The problem is that this results in siloed thinking and stale ideasHowever being too close has its disadvantages too… something called groupthink
- Although Face to face time if better than siloed thinking. It has some major drawbacks. Something called “Groupthink”Do you ever feel like you and your team ever “run out of good ideas”There is a concept of “Weak ties” that states, if you can keep the collaboration of focused teams but steadily introduce new ideas or lines of thinking without the disruption of disassembling original teams… this is the sweet spot for innovation and agility
- Ok so you have this whole “space” or “Distance” thing worked out. How about in this day and age…the concept of Time.With remote teams, the blurring of the 9-5 work day, time has become an issue as well.I like this graphic because it shows the challenges a team will likely face in each scenarioEven with newer technologies like Lync and Video, the Space issue is addressed but not necessarily TimeEnterprise Social Networking adds value to each of these scenarios by…
- Making each one less impactful. Now you can have multiple teams that may fit in each of those four categories collaborating through a consistent medium…alleviating the challenges across all
- I’m not going to drill on Social features of SharePoint 2013 in detail because Will is going to show you these as part of his demo. I’ll just touch briefly on themCommunities - Replace Distribution Lists (and therefore LOTS of email)Key to user engagement are these new “incentives” that award people by contributingCommunities are very task, timeline, and goal orientedEvery time you build a community… you get a OneNote notebook to start freely capturing notes and documentation collectively…One thing that people do not know here is that you need Office Web Apps and a separate server for this to work!Profiles are straight out of Facebook. Wow! Will is going to show you this but the one thing I will say is “How many of you have tried to customize profile pages in 2007 or 2010?” What a hassle!SkyDrive… not really SkyDrive but they called it that to confuse people…or unconfuse people. How many of you are confused?Search, lightweight FAST but some really cool social convenience features (Community search and previews)Social – All of the cool things from Facebook, Twitter, Google+ all rolled into oneKey here is that the big thing that was missing from 2010 was the ability to nudge people into your world and establishing “connections”Follow more things: Sites, People, Documents, and ???Bring them into a conversation by mentioning themEstablish informal or fleeting groups around topics… previously this was sort of done with “Tags” but you couldn’t embed them the same way you can now
- Ok we would be remissed if we didn’t talk about YammerTomorrow – ResearchFuture –
- Ok, so when you are introducing something new to your workforce, like a lot of other things, there are two ways to do it. Small and opportunistic ways. And Big bang comprehensive initiatives. We will call them Tactical and StrategicHere are a couple of attributes that generally speaking will help you to understand the difference between the two.Each one is appropriate depending on what your overall goals and expected outcomes are. Like most things as well, you get what you put into it.We will be focusing on Strategic implementation from this point forward in this presentation… this is because small and tactical implementations are simpler to rollout and can be thought of as just a small IT initiative
- Ok, so you want to roll out a strategic initiative… do you. The logical next question is…Do you want it to be successful?... Ok probably goes without saying.According to some of best and brightest out there when it comes to Social here are the necessary ingredients to refactor your companyNetwork Architecture – Access Anywhere
- Ok so I’ve done everything you said, I have all of these communities and people contributing…some more than others. How do I know when I can stop worrying about certain ones and focus on other areasNow one thing to keep in mind, sustainability is different than posting a question and getting an answer. You can do all that easily today with SharePoint 2010. There is still value here. We are talking about ongoing innovation and collaboration.
- Ok so you are going through your Strategic social initiative… what can you expect. Here is a high level timeline of what is “typical”.
- 1. “its my company, If I want it, it will happen”. 2. User adoption is the life blood of a social solution… number of users… anybody get on facebook before any of your friends did? This is why social solutions and communities require a certain threshold of users to be considered “sustainable”. Otherwise, you are probably more of a simple collaborative platform…which may be fitting too.3. anybody get on facebook before any of your friends did?4. What is your company like?... Oil and Gas, lookout. This is an interesting dichotomy because companies like this many times have the most to gain5. Do you have an executive Champion?... Can you get one? If not, unless your CIO,CTO is the #2 person in the company, this is going to be hard.
- 6. Roll out solutions…7. Solutions surrounding workforce efficiency and effectiveness are always hard because they are not directly tied to revenue. They lead to innovation, transformation, and ultimately not only revenue but an overall better company. Taking benchmarks is still possible. This is fairly general but there are lots of things you can benchmark and measure if you know what outcomes you are seeking (Help desk calls, employee satisfaction surveys)8. The features are great and are not what will kill your initiative…forgetting the “people” element will