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Tools for Internal Collaboration



                              FITT
– Fostering Interregional Exchange in ICT Technology Transfer –



                                 www.FITT-for-Innovation.eu
Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
Communication & Collaboration Tools


Collaboration of people from different teams, institutions or companies:

 Inter- and intra-team collaboration need usable tools

 One-way communication vs. interactive communication tools

 Challenge: Implementation of tools

       that minimise collaboration efforts

       that are used without time consumption

       that are up to date

 Technology Transfer involves different persons: researchers, TT
   officers, lawyers, companies, …


2 | 29.03.2010                     Communication & Collaboration Tools
Tools in Practice: Overview



MFG’s internal communication and
collaboration tools consist of:

 MFG Intranet: Central platform for internal information

 MFG InnovationWIKI: MFG knowledge pool

 CRM: Community Relationship Management tool

 Pidgin: Instant messaging system




 3 | 29.03.2010                   Communication & Collaboration Tools
Process in Practice: MFG Intranet


 Central platform for internal information and communication

 Used as front page on the web browser & door to other communication
  tools

 Structure: blog format (OS content management system TYPO3)
     • main part: blog postings
     • left side: links to other MFG tools
     • right side: feeds to the latest articles of the InnovationWIKI as well as to external
         news platforms

 Every MFG employee contributes with postings and comments




4 | 29.03.2010                        Communication & Collaboration Tools
Process in Practice: MFG InnovationWIKI

 Internal knowledge pool of articles about MFG related topics

 Information on projects, tools, book reviews, conference reports as well
  as articles featuring trends

 Ever employee has an account and can read, write and edit articles

 Articles are linked with each other by direct links and categories, which
  enables to see connections between projects, experience and topics

 Structure on the front page:
      a tag could with the categories,

      a list with the most recently created articles and the most popular sites,

      a “wish list” with articles that need to be created

      some help pages with guidelines and instructions.
5 | 29.03.2010                         Communication & Collaboration Tools
Process in Practice: CRM


 Community Relationship Management (CRM): more than a database with
  contact details

 CRM system helps to manage and administer the contacts of each
  project manager

 Relations to different target groups (regional – national – international;
  politics – science – industry) can be visualised and managed

 Links between persons and projects, events or documents

 Management of events: registration, mailings, etc.

 Proprietary software with some special modifications



6 | 29.03.2010                  Communication & Collaboration Tools
Process in Practice: Instant Messaging



 Pidgin: instant messaging system

 Free software, only used internally

 Every employees has an account, usage is optional

 Tool for short messages, informal notes, reminders, etc.

 Amendment to telephone, email or direct communication




7 | 29.03.2010                Communication & Collaboration Tools
Timing


 When were the tools started?
     •   MFG Intranet: July 2003 – first version – several updates since then
     •   InnovationWIKI: October 2006
     •   CRM: Mai 2008 (current system)
     •   IMS: October 2008

 How is it organized?
     • MFG Intranet: everyone contributes, one person nominated for technical
         maintenance
     • InnovationWIKI: everyone contributes, one person nominated for technical
         maintenance, content and training sessions
     • CRM: one person nominated for technical maintenance and training sessions
     • IMS: one person nominated for technical maintenance

8 | 29.03.2010                        Communication & Collaboration Tools
MFG Intranet



                 PRO’s                                                   CON’s

   Central platform to inform
  employees                                              For vivid contribution employees
                                                         must be active and willing to
   Browser front page with                              contribute
  connection to all communication
  tools                                                  All posts can be commented 
   All employees can write postings,                    a communication culture and
  no central editorial person needed                     netiquette must be practised

   Efforts for installation and
  maintenance are quite low



9 | 29.03.2010                     Communication & Collaboration Tools
MFG InnovationWIKI



                  PRO’s                                                CON’s


   Knowledge pool of MFG project,
                                                       Time consuming for employees
  topics and trends
                                                       Wiki contributors need to be
   More than pure documentation:
                                                       motivated – in general, there are
  Links between different articles,
                                                       more passive than active users
  interactive format, collaborative
  way of editing                                       Administrator needed for
                                                       technical implementation and the
   More than 1.600 articles show a
                                                       content side
  vivid contribution




10 | 29.03.2010                  Communication & Collaboration Tools
Community Relationship Management



                  PRO’s                                                 CON’s




   More than a database: linking of
                                                        Costs, especially for the software
  different data
                                                        Human resources for
   Connections between people,
                                                        implementation and maintenance
  projects, documents, etc.
                                                        needed (data and software)
   Decentralised and collaborative
                                                        Training sessions for employees
  database




11 | 29.03.2010                   Communication & Collaboration Tools
Instant Messaging System (IMS)



                  PRO’s                                               CON’s


                                                      Only used within MFG, for
   Easy way to post links,                           external communication tools like
  comments, remarks and reminders                     Skype are used simultaneously
  direct to one person                                Can be a waste of time if used for
   Hardly no resources needed for                    chit-chat
  implementation and maintenance                      Optional tool: not every employee
                                                      uses IMS ( network effect)




12 | 29.03.2010                 Communication & Collaboration Tools
Why?


MFG Intranet
     •   To have a central communication platform which is accessible for all employees
     •   To have a central platform, where all other MFG tools are linked
     •   To stop mailings which might get lost in crowded mailboxes
     •   To have an up to date intranet, as all employees post their news
     •   To have an intranet without an editorial team that manages the content


MFG Innovation WIKI
     • To create a central knowledge pool with articles about MFG relevant topics
     • To save knowledge and experience when projects end or project managers leave
       the company
     • To create a collaborative tool, where all employees can work together and
       contribute


13 | 29.03.2010                       Communication & Collaboration Tools
Why?


Community Relationship Management
     •   To have a up to date / state of the art database solution
     •   To manage efficiently the relations MFG has to politics, science and business
     •   To create links between projects, persons and documents
     •   To have a documented history for all contacts


Instant Messaging
    The instant messaging was first implemented and used by a small lead user group.
  Their acceptance was so high, that the tool was offered to all MFG employees. It
  supports the following actions:
    • To post short messages and reminders
    • To exchange opinion with one person



14 | 29.03.2010                       Communication & Collaboration Tools
Outcome

The tools are part of MFG’s knowledge management,
which was recently awarded for its excellence by
the German Ministry of Economics and Technology
MFG Intranet
 MFG Intranet became the central platform for relevant news
 Internal survey: Intranet was used and read by every employee at least once a day

 Integration of trends, e.g. the integration of new news tools like twitter


MFG InnovationWIKI
 WIKI is a knowledge pool for MFG related topics and trends
 Currently more than 1.600 articles
 Internal survey found out that it is used by every employee
 Makeovers (e.g. limitation of categories) are planned

15 | 29.03.2010                            Communication & Collaboration Tools
Outcome


Community Relationship Management
 The Community Relationship Tool was a significant improvement

 Internal survey: 80 per cent expressed their satisfaction about the tool and use it from
  every day to at least once a week

 The linkage between contacts and documents or projects is a huge advantage for
  MFG, in the future some more trainings to effectively use all the features of the
  database are planned

Instant Messaging Tool
 About 2/3 of MFG employees are using the instant messaging tool every day

 Reduction of internal phone calls and emails with little content

 As an optional tool, which every employee can integrate into his/her daily work

16 | 29.03.2010                      Communication & Collaboration Tools
Lessons Learned


 Looking back now, what would you …
     • … do different? Nothing really…
     • … improve? Stronger user involvement, more surveys and feedback
         channels
     • … recommend to others? Ask the users what they need!




17 | 29.03.2010                 Communication & Collaboration Tools
Lessons learned in Liège


 Implementation of the practice of MFG « Tools for Internal Collaboration »
   in Interface Entreprises-Université de Liège, Belgium (a member of the
                                LIEU network)




18 | 29.03.2010               Communication & Collaboration Tools
Lessons learned in Liège


 • Context
           • LIEU/ULg was looking for professionnal and integrated solutions
             for internal communication, contact management, exchange of
             practical information, knowledge pool...
           • Study visit in June 2010: Interface Entreprises-Université de
             Liège visit to MFG facilities
                  •   Presentation of MFG tools
                       •   Easy to use
                       •   Well structured
                       •   Widely used
                       •   Good balance between communication and knowledge management




19 | 29.03.2010                              Communication & Collaboration Tools
Lessons learned in Liège


 •    Lessons learned
           •      Proposed solutions
                  •   MFG advice : « Confluence » by Atlassian, a powerful Wiki
                  •   We wanted to use it as
                       •   an Intranet Portal
                       •   a « Wall »
                       •   a Wiki
                  •   Interface has no CRM and the team is too small to use efficiently a internal
                      chat program
                  •   The blog system is included in Confluence but should not be used in short
                      future
           •      Adopted solutions
                  •   « Joomla » is our « home page » with numerous links and a Facebook-like
                      wall
                  •   Confluence is our knowledge management tool and Wiki


20 | 29.03.2010                                 Communication & Collaboration Tools
Lessons learned in Liège


 • Why to use an Intranet at Interface Entreprises-Université de Liège ?


           • Internal communication
           • Knowledge management
           • Easier collaborative work
           • Tools and documents available from everywhere (multi-site)
           • Internal demand from the team




21 | 29.03.2010                  Communication & Collaboration Tools
Lessons learned in Liège


 •    Obstacles encountered
           •      We wanted to build our Intranet by ourselves (cost and, above all,
                  mastering technical tools)
           •      Necessity of two softwares: « Confluence » does not have a Wall
                  build-in so we had to use Joomla
           •      Hosting « Confluence » on a Linux Server located in our server room
                  •   Linux is the best choice for web-based tools (security, reliability, costs, …)
                  •   Linux is not « ready to use »
           •      Difficult to configure « Joomla » and « Confluence » on the same
                  platform
           •      Well thought structure is mandatory
           •      Resistance of the team to change (new tools mean new habits)

22 | 29.03.2010                             Communication & Collaboration Tools
Lessons learned in Liège


 • Method & timeline:


                    Constitution of a
                      workgroup



                     Installation of
                                                  Configuration           Work on wiki      4 to 6
                    Confluence on a
                       test server                of Confluence            structure       months
      Visite
        to
                      Installation of
      MFG            Confluence and
                    Joomla on a Linux
                                                  Configuration
                    server (production             of Joomla
                       installation)

                                                                           Progressive
                        Integration of               23 early             integration of
                            users                    adopters               remaining
                                                                            users (22)


23 | 29.03.2010                     Communication & Collaboration Tools

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FITT Toolbox: Tools for Internal Collaboration

  • 1. Tools for Internal Collaboration FITT – Fostering Interregional Exchange in ICT Technology Transfer – www.FITT-for-Innovation.eu Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
  • 2. Communication & Collaboration Tools Collaboration of people from different teams, institutions or companies:  Inter- and intra-team collaboration need usable tools  One-way communication vs. interactive communication tools  Challenge: Implementation of tools  that minimise collaboration efforts  that are used without time consumption  that are up to date  Technology Transfer involves different persons: researchers, TT officers, lawyers, companies, … 2 | 29.03.2010 Communication & Collaboration Tools
  • 3. Tools in Practice: Overview MFG’s internal communication and collaboration tools consist of:  MFG Intranet: Central platform for internal information  MFG InnovationWIKI: MFG knowledge pool  CRM: Community Relationship Management tool  Pidgin: Instant messaging system 3 | 29.03.2010 Communication & Collaboration Tools
  • 4. Process in Practice: MFG Intranet  Central platform for internal information and communication  Used as front page on the web browser & door to other communication tools  Structure: blog format (OS content management system TYPO3) • main part: blog postings • left side: links to other MFG tools • right side: feeds to the latest articles of the InnovationWIKI as well as to external news platforms  Every MFG employee contributes with postings and comments 4 | 29.03.2010 Communication & Collaboration Tools
  • 5. Process in Practice: MFG InnovationWIKI  Internal knowledge pool of articles about MFG related topics  Information on projects, tools, book reviews, conference reports as well as articles featuring trends  Ever employee has an account and can read, write and edit articles  Articles are linked with each other by direct links and categories, which enables to see connections between projects, experience and topics  Structure on the front page:  a tag could with the categories,  a list with the most recently created articles and the most popular sites,  a “wish list” with articles that need to be created  some help pages with guidelines and instructions. 5 | 29.03.2010 Communication & Collaboration Tools
  • 6. Process in Practice: CRM  Community Relationship Management (CRM): more than a database with contact details  CRM system helps to manage and administer the contacts of each project manager  Relations to different target groups (regional – national – international; politics – science – industry) can be visualised and managed  Links between persons and projects, events or documents  Management of events: registration, mailings, etc.  Proprietary software with some special modifications 6 | 29.03.2010 Communication & Collaboration Tools
  • 7. Process in Practice: Instant Messaging  Pidgin: instant messaging system  Free software, only used internally  Every employees has an account, usage is optional  Tool for short messages, informal notes, reminders, etc.  Amendment to telephone, email or direct communication 7 | 29.03.2010 Communication & Collaboration Tools
  • 8. Timing  When were the tools started? • MFG Intranet: July 2003 – first version – several updates since then • InnovationWIKI: October 2006 • CRM: Mai 2008 (current system) • IMS: October 2008  How is it organized? • MFG Intranet: everyone contributes, one person nominated for technical maintenance • InnovationWIKI: everyone contributes, one person nominated for technical maintenance, content and training sessions • CRM: one person nominated for technical maintenance and training sessions • IMS: one person nominated for technical maintenance 8 | 29.03.2010 Communication & Collaboration Tools
  • 9. MFG Intranet PRO’s CON’s  Central platform to inform employees  For vivid contribution employees must be active and willing to  Browser front page with contribute connection to all communication tools  All posts can be commented   All employees can write postings, a communication culture and no central editorial person needed netiquette must be practised  Efforts for installation and maintenance are quite low 9 | 29.03.2010 Communication & Collaboration Tools
  • 10. MFG InnovationWIKI PRO’s CON’s  Knowledge pool of MFG project,  Time consuming for employees topics and trends  Wiki contributors need to be  More than pure documentation: motivated – in general, there are Links between different articles, more passive than active users interactive format, collaborative way of editing  Administrator needed for technical implementation and the  More than 1.600 articles show a content side vivid contribution 10 | 29.03.2010 Communication & Collaboration Tools
  • 11. Community Relationship Management PRO’s CON’s  More than a database: linking of  Costs, especially for the software different data  Human resources for  Connections between people, implementation and maintenance projects, documents, etc. needed (data and software)  Decentralised and collaborative  Training sessions for employees database 11 | 29.03.2010 Communication & Collaboration Tools
  • 12. Instant Messaging System (IMS) PRO’s CON’s  Only used within MFG, for  Easy way to post links, external communication tools like comments, remarks and reminders Skype are used simultaneously direct to one person  Can be a waste of time if used for  Hardly no resources needed for chit-chat implementation and maintenance  Optional tool: not every employee uses IMS ( network effect) 12 | 29.03.2010 Communication & Collaboration Tools
  • 13. Why? MFG Intranet • To have a central communication platform which is accessible for all employees • To have a central platform, where all other MFG tools are linked • To stop mailings which might get lost in crowded mailboxes • To have an up to date intranet, as all employees post their news • To have an intranet without an editorial team that manages the content MFG Innovation WIKI • To create a central knowledge pool with articles about MFG relevant topics • To save knowledge and experience when projects end or project managers leave the company • To create a collaborative tool, where all employees can work together and contribute 13 | 29.03.2010 Communication & Collaboration Tools
  • 14. Why? Community Relationship Management • To have a up to date / state of the art database solution • To manage efficiently the relations MFG has to politics, science and business • To create links between projects, persons and documents • To have a documented history for all contacts Instant Messaging  The instant messaging was first implemented and used by a small lead user group. Their acceptance was so high, that the tool was offered to all MFG employees. It supports the following actions: • To post short messages and reminders • To exchange opinion with one person 14 | 29.03.2010 Communication & Collaboration Tools
  • 15. Outcome The tools are part of MFG’s knowledge management, which was recently awarded for its excellence by the German Ministry of Economics and Technology MFG Intranet  MFG Intranet became the central platform for relevant news  Internal survey: Intranet was used and read by every employee at least once a day  Integration of trends, e.g. the integration of new news tools like twitter MFG InnovationWIKI  WIKI is a knowledge pool for MFG related topics and trends  Currently more than 1.600 articles  Internal survey found out that it is used by every employee  Makeovers (e.g. limitation of categories) are planned 15 | 29.03.2010 Communication & Collaboration Tools
  • 16. Outcome Community Relationship Management  The Community Relationship Tool was a significant improvement  Internal survey: 80 per cent expressed their satisfaction about the tool and use it from every day to at least once a week  The linkage between contacts and documents or projects is a huge advantage for MFG, in the future some more trainings to effectively use all the features of the database are planned Instant Messaging Tool  About 2/3 of MFG employees are using the instant messaging tool every day  Reduction of internal phone calls and emails with little content  As an optional tool, which every employee can integrate into his/her daily work 16 | 29.03.2010 Communication & Collaboration Tools
  • 17. Lessons Learned  Looking back now, what would you … • … do different? Nothing really… • … improve? Stronger user involvement, more surveys and feedback channels • … recommend to others? Ask the users what they need! 17 | 29.03.2010 Communication & Collaboration Tools
  • 18. Lessons learned in Liège Implementation of the practice of MFG « Tools for Internal Collaboration » in Interface Entreprises-Université de Liège, Belgium (a member of the LIEU network) 18 | 29.03.2010 Communication & Collaboration Tools
  • 19. Lessons learned in Liège • Context • LIEU/ULg was looking for professionnal and integrated solutions for internal communication, contact management, exchange of practical information, knowledge pool... • Study visit in June 2010: Interface Entreprises-Université de Liège visit to MFG facilities • Presentation of MFG tools • Easy to use • Well structured • Widely used • Good balance between communication and knowledge management 19 | 29.03.2010 Communication & Collaboration Tools
  • 20. Lessons learned in Liège • Lessons learned • Proposed solutions • MFG advice : « Confluence » by Atlassian, a powerful Wiki • We wanted to use it as • an Intranet Portal • a « Wall » • a Wiki • Interface has no CRM and the team is too small to use efficiently a internal chat program • The blog system is included in Confluence but should not be used in short future • Adopted solutions • « Joomla » is our « home page » with numerous links and a Facebook-like wall • Confluence is our knowledge management tool and Wiki 20 | 29.03.2010 Communication & Collaboration Tools
  • 21. Lessons learned in Liège • Why to use an Intranet at Interface Entreprises-Université de Liège ? • Internal communication • Knowledge management • Easier collaborative work • Tools and documents available from everywhere (multi-site) • Internal demand from the team 21 | 29.03.2010 Communication & Collaboration Tools
  • 22. Lessons learned in Liège • Obstacles encountered • We wanted to build our Intranet by ourselves (cost and, above all, mastering technical tools) • Necessity of two softwares: « Confluence » does not have a Wall build-in so we had to use Joomla • Hosting « Confluence » on a Linux Server located in our server room • Linux is the best choice for web-based tools (security, reliability, costs, …) • Linux is not « ready to use » • Difficult to configure « Joomla » and « Confluence » on the same platform • Well thought structure is mandatory • Resistance of the team to change (new tools mean new habits) 22 | 29.03.2010 Communication & Collaboration Tools
  • 23. Lessons learned in Liège • Method & timeline: Constitution of a workgroup Installation of Configuration Work on wiki 4 to 6 Confluence on a test server of Confluence structure months Visite to Installation of MFG Confluence and Joomla on a Linux Configuration server (production of Joomla installation) Progressive Integration of 23 early integration of users adopters remaining users (22) 23 | 29.03.2010 Communication & Collaboration Tools