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Montressa L. Washington – Service Area Manager, IBM Global Services
February 23-23, 2012




PM Challenge 2012
Using Crowdsourcing, Collaboration and
Web 2.0 to Enhance Project Management




                                                                      © 2011 IBM Corporation
About Me!


       Montressa
       Washington
    montress@us.ibm.com




                                    Wordcloud generated by www.wordle.net, by IBM Researcher Jonathan Feinberg

2          © 2011 IBM Corporation
Agenda



     Enterprise 2.0/Web 2.0/Social Media
     New Approach to Managing
      Projects/Project Management 2.0
     Examples of Social Media Use in Project
      Management Innovation
         – Crowdsourcing
         – Collaboration
         – Web 2.0
     Q&A




3           © 2011 IBM Corporation
Enterprise 2.0
                                 The term Enterprise 2.0 was
                                 coined by Andrew McAffee, an                                        In his book “The Wisdom of
                                 associate professor at Harvard                                      Crowds,” James
                                 Business School, in spring 2006.                                    Surowiecki states that
                                 Professor McAffee introduced                                        “groups are remarkably
                                 this term to describe the use of                                    intelligent and are often
                                 emergent social software                                            smarter than the smartest
                                 platforms within companies, or                                      people in them. Groups do
                                 between companies and their                                         not need to be dominated
                                 peers (partners or customers).                                      by exceptionally
                                                                                                     intelligent people in order
                                                                                                     to be smart.”




                                                            Through the adoption of wikis, blogs, collaboration planning
                                                            tools, social networks and other “weapons of mass
                                                            collaboration, ” as Don Trapscott calls them in his book
                                                            “Wikinomics,” collaboration patterns are changed in today’s
                                                            organizations. Enterprise 2.0 software and business
                                                            practices provide managers with access to the right
                                                            information at the right time through a system of
                                                            interconnected applications and services




                                                                        Source: Project Management 2.0, www.wrike.com

4       © 2011 IBM Corporation
Social Media: The Shift from Corporate to Consumer Voice



                                                   Social media = the use of
                                                    electronic and Internet tools
                                                    for the purpose of sharing
                                                    and discussing information
                                                    and experiences with other
                                                    human beings.
                                                   Integration of technology,
                                                    social interaction, and the
                                                    construction of words,
                                                    pictures, videos and audio.
                                                   Social interaction results in
                                                    the "building" of shared
                                                    meaning among
                                                    communities, as people
                                                    share their stories and
                                                    experiences.


55       © 2011 IBM Corporation
Web 2.0




6       © 2011 IBM Corporation
Agenda



     Enterprise 2.0/Web 2.0/Social Media
     New Approach to Managing
      Projects/Project Management 2.0
     Examples of Social Media Use in Project
      Management Innovation
         – Crowdsourcing
         – Collaboration
         – Web 2.0
     Q&A




7           © 2011 IBM Corporation
Creating Project Management Communities within the Organization




8       © 2011 IBM Corporation
Communities make use of Social Media tools




9       © 2011 IBM Corporation
Communities make use of Social Media tools




10   © 2011 IBM Corporation
Agenda



  Enterprise 2.0/Web 2.0/Social Media
  New Approach to Managing
   Projects/Project Management 2.0
  Examples of Social Media Use in Project
   Management Innovation
      – Crowdsourcing
      – Collaboration
      – Web 2.0
  Q&A




11       © 2011 IBM Corporation
Seven Key Steps to Building an Innovative Environment
                                             Paint a picture for your people that
                                             provides strategic context, both giving
                                             direction and setting boundaries for
                                             innovation.




     Stamp out fear by creating a culture                                              Value and leverage the ideas residing
     that embraces risk and eliminates the                                             within the diverse cadre of your
     stigma associated with failure.                                                   employees.




     “Connect the dots” within your                                                    Collaborate with external 0rganizations,
     organization by understanding and                                                 including partners and suppliers, and
     leveraging the informal networks that                                             with customers to complement existing
     can improve innovation effectiveness.                                             competitive advantages, speed up time
                                                                                       to market, or spark new insights.



     Make ideas visible using a variety of                                             Provide incentives and recognize your
     practices designed to elevate ideas                                               people’s innovativeness through
     from all corners of the organization.                                             programs that carefully complement
                                                                                       both the passions that drive employees
                                                                                       and a well-crafted organizational vision.




12             © 2011 IBM Corporation
Crowdsoucing




13   © 2011 IBM Corporation
An introduction to Innovation Events
      Massive on-line idea sharing using the
       internet
      Pre-defined communities focused on
       strategic, departmental and enterprise
       critical issues
      Participants from anywhere in the world
      Moderators and facilitators guide and
       coach participants on idea sharing –
       exploring ideas real time
      Idea rating and ranking
      Real-time analysis and mining to highlight
       emerging SMEs, communities and valued
       ideas




14        © 2011 IBM Corporation
Ideation Platforms

      Spigit is an ideation platform
       that supports small events,
       long term engagements and
       challenges. Notable features
       include:
        – Idea stages with
          configurable graduation
          criteria
        – Collaboration tools: votes,
          tags, forums, reviews,
          wikis, blogs
        – User reputation scores
          that weight feedback
        – Idea trading markets
        – Challenge and reward
          modules




15         © 2011 IBM Corporation
Spigit Example - Southwest

      Challenge: Inability to streamline idea generation from employees, which was typically
       done through surveys, emails and spreadsheets, a tedious and time consuming task. A
       lack of a process in place to filter ideas and implement the best ones. Having
       geographically dispersed employees created a lack of community and engagement.

      Solution: Spigit provided a platform that
       encouraged cross-functional
       collaboration by providing full
       transparency and enabled discussions
       among all work groups. The social and
       collaborative style of the platform
       generated increased engagement and
       participation levels; nearly 4,000
       employees have signed on, and 98% of
       ideas submitted have received some
       sort of response from other members of
       the community.



16       © 2011 IBM Corporation
Veteran Success Jam, ACE and the Kresge Foundation

     Who:
       Veterans – enrolled and future students
       Campus Administrators
       Military – enrolled and future students
       Professors/Faculty
       Family members
       College students
       Employers
       Government (VA, DoE, DoL)
       Non-profit organizations



     Jam Intent:
       Uncover unknown barriers veterans
       Face in accessing and succeeding in higher education
       Provide a platform for “model solutions” highlighting their successes and providing an opportunity
        for discussion centered on model programs and services
       Provide an opportunity for new ideas, innovations, partnerships, solutions and collaboration to
        occur
       Provide professional development for student services personnel




17       © 2011 IBM Corporation
Collaboration




18   © 2011 IBM Corporation
Task 2: Community Assessment – Sandbox Environment




19   © 2011 IBM Corporation
                                                      19
20   © 2011 IBM Corporation
                              20
21   © 2011 IBM Corporation
                              21
Task 2: Community Assessment – Key Features & Benefits




22   © 2011 IBM Corporation
                                                          22
Task 2: Community Assessment – Key Features & Benefits




23   © 2011 IBM Corporation
                                                          23
Task 2: Community Assessment – Key Features & Benefits




24   © 2011 IBM Corporation
                                                          24
Web 2.0/Social Media




25   © 2011 IBM Corporation
Employee Engagement - On-board New Employees and Contractors Faster
 Use Communities and blogs to connect New Employees and Contractors



                                                       New Employees
                                              New Hire Community
                                                 – Share similar experiences through
                                                   community
                                                 – Community blogs across new hires
                                                 – Question and Answer sessions
                                                 – Post events for New Hires
                                                 – Meet colleagues FASTER and create
                                                   increased cohesion




     New 2 Blue Community (1.700+ Members)

26     © 2011 IBM Corporation
Employee Engagement - New Hire Blogs



                                               New Hire Blogs

                                         First 100 Days Blog
                                         Required for new hires and
                                          interns
                                         Easy adoption activity for
                                          Gen-Ys
                                           – Journal initial experiences at least
                                             one day a week.
                                           – Topics included how to set up
                                             meetings, how to book travel,
                                             observations from presentations,
                                             interviews
                                           – Creates a following of interested
                                             colleagues
                                           – Increases connectedness

                                         Undocumented
                                          organizational knowledge
                                           – Conferences
                                           –   Hosting Meetings
                                           –   Making Presentations

27   © 2011 IBM Corporation
Employee Engagement – Tagging Campaign
 Creates new ways of communicating

                                         Tags reveal
                                        relationships
 Tags are a new
    form of
 communicating                                          Tagging Campaign

                                                    Improve the ability to find people
                                                    Define communities of interest
                                         Tags
                                                    Empowers people to build
                                      structure      relationships to share
                                     information         – Wisdom of Crowds
                                                         – Tagging / Folksonomy

       Tags build                                   Recognize key people, content,
                                                     and documents
      context for
     conversations


28      © 2011 IBM Corporation
Employee Morale - What Makes the YOUR AGENCY special?
 Creates a sense of pride in the organization




                                                    Employee Spotlight
                                                       Campaign
                                                 Invite employees to share the
                                                  proudest moments… what
                                                  makes your Agency special
                                                 Hear the voice of the employee
                                                 Promote a sense of community
                                                 Celebrate your Agency Core
                                                  Values
                                                 Engage employees from all
                                                  areas of your Agency
                                                 Recruiting collateral



29     © 2011 IBM Corporation
Strategic Communications Organizational Newsletters
 Creates a consistent and pervasive messaging for the most important initiatives


                                                                 Organizational
                                                                  Newsletters
                                                           Use wikis to post
                                                            Agency/Organizational
                                                            newsletters
                                                           Bypass the need for web
                                                            developer to post and update
                                                            information
                                                           Readers have easy access to
                                                            current information
                                                           Turns uni-directional
                                                            newsletters into bi-directional
                                                            conversations
                                                           Reduces email traffic
                                                           Searchable




30     © 2011 IBM Corporation
Strategic Communications - Communicate Business Priorities
 Use blogs to support department-wide priorities and initiatives (eg AARA) from
 SMEs


                                                           Business Priorities
                                                   Drive communications on largest
                                                    initiatives through individual and group
                                                    blogs
                                                   Eliminate newsletters and email
                                                    messages and point interested parties to
                                                    the blog
                                                   Pair new hires with SMEs to collaborate
                                                    on blogs
                                                   Link related documents via files
                                                   Use blogs for interview format
                                                   Conduct organizational challenges
                                                    through blogs




31     © 2011 IBM Corporation
Find and collaborate with people who know something about
 something you need to know
 Organizational Profiles make talent, experience, skills and interests easy to access


                                                                         Profiles +
                                                           Builds on existing Skills and Experiences
                                                           Shows My Network
                                                           Highlights Interests
                                                           Identify Expertise
                                                           Use Early Adopters to grow networks
                                                            and on-board new profiles
                                                           Integrate with Learning
                                                           Create organization brand/look and feel




32     © 2011 IBM Corporation
Host conferences and large organizational meetings
 Reduce conference/meeting management costs with wikis and file sharing



                                                  Conferences and Meetings
                                              Build agenda through wikis to reduce
                                               revisions, printing costs
                                              Use wikis to build speaker profiles and bios
                                              Share all event content through wiki or file
                                               share system
                                              Build registration page
                                              Share directions
                                              Create Participant Feedback pages to build
                                               excitement around event




33    © 2011 IBM Corporation
Make Knowledge Harvesting Easier!
 Use social bookmarks to create the ‘bread crumb’ trail of inputs to intellectual capital



                                                      Bookmarking for Knowledge
                                                             Harvesting
                                                    Prepare project teams and initiatives early
                                                     on with instructions on how to use
                                                     bookmarking. Use throughout an
                                                     engagement or initiative.
                                                    Reduces email traffic and knowledge capital
                                                     left on hard drives
                                                    Is in some cases MORE valuable than end
                                                     product harvesting
                                                    Combine with File Sharing to capture a more
                                                     comprehensive knowledge harvesting ‘story
                                                     board’ of project inputs and end products
                                                    Use with end of project harvesting as well
                Project Documents and Inputs




34     © 2011 IBM Corporation
Agenda



  Enterprise 2.0/Web 2.0/Social Media
  New Approach to Managing
   Projects/Project Management 2.0
  Examples of Social Media Use in Project
   Management Innovation
      – Crowdsourcing
      – Collaboration
      – Web 2.0/Social Media
  Q&A




35       © 2011 IBM Corporation
THANK YOU




36   © 2011 IBM Corporation

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  • 1. Montressa L. Washington – Service Area Manager, IBM Global Services February 23-23, 2012 PM Challenge 2012 Using Crowdsourcing, Collaboration and Web 2.0 to Enhance Project Management © 2011 IBM Corporation
  • 2. About Me! Montressa Washington montress@us.ibm.com Wordcloud generated by www.wordle.net, by IBM Researcher Jonathan Feinberg 2 © 2011 IBM Corporation
  • 3. Agenda  Enterprise 2.0/Web 2.0/Social Media  New Approach to Managing Projects/Project Management 2.0  Examples of Social Media Use in Project Management Innovation – Crowdsourcing – Collaboration – Web 2.0  Q&A 3 © 2011 IBM Corporation
  • 4. Enterprise 2.0 The term Enterprise 2.0 was coined by Andrew McAffee, an In his book “The Wisdom of associate professor at Harvard Crowds,” James Business School, in spring 2006. Surowiecki states that Professor McAffee introduced “groups are remarkably this term to describe the use of intelligent and are often emergent social software smarter than the smartest platforms within companies, or people in them. Groups do between companies and their not need to be dominated peers (partners or customers). by exceptionally intelligent people in order to be smart.” Through the adoption of wikis, blogs, collaboration planning tools, social networks and other “weapons of mass collaboration, ” as Don Trapscott calls them in his book “Wikinomics,” collaboration patterns are changed in today’s organizations. Enterprise 2.0 software and business practices provide managers with access to the right information at the right time through a system of interconnected applications and services Source: Project Management 2.0, www.wrike.com 4 © 2011 IBM Corporation
  • 5. Social Media: The Shift from Corporate to Consumer Voice  Social media = the use of electronic and Internet tools for the purpose of sharing and discussing information and experiences with other human beings.  Integration of technology, social interaction, and the construction of words, pictures, videos and audio.  Social interaction results in the "building" of shared meaning among communities, as people share their stories and experiences. 55 © 2011 IBM Corporation
  • 6. Web 2.0 6 © 2011 IBM Corporation
  • 7. Agenda  Enterprise 2.0/Web 2.0/Social Media  New Approach to Managing Projects/Project Management 2.0  Examples of Social Media Use in Project Management Innovation – Crowdsourcing – Collaboration – Web 2.0  Q&A 7 © 2011 IBM Corporation
  • 8. Creating Project Management Communities within the Organization 8 © 2011 IBM Corporation
  • 9. Communities make use of Social Media tools 9 © 2011 IBM Corporation
  • 10. Communities make use of Social Media tools 10 © 2011 IBM Corporation
  • 11. Agenda  Enterprise 2.0/Web 2.0/Social Media  New Approach to Managing Projects/Project Management 2.0  Examples of Social Media Use in Project Management Innovation – Crowdsourcing – Collaboration – Web 2.0  Q&A 11 © 2011 IBM Corporation
  • 12. Seven Key Steps to Building an Innovative Environment Paint a picture for your people that provides strategic context, both giving direction and setting boundaries for innovation. Stamp out fear by creating a culture Value and leverage the ideas residing that embraces risk and eliminates the within the diverse cadre of your stigma associated with failure. employees. “Connect the dots” within your Collaborate with external 0rganizations, organization by understanding and including partners and suppliers, and leveraging the informal networks that with customers to complement existing can improve innovation effectiveness. competitive advantages, speed up time to market, or spark new insights. Make ideas visible using a variety of Provide incentives and recognize your practices designed to elevate ideas people’s innovativeness through from all corners of the organization. programs that carefully complement both the passions that drive employees and a well-crafted organizational vision. 12 © 2011 IBM Corporation
  • 13. Crowdsoucing 13 © 2011 IBM Corporation
  • 14. An introduction to Innovation Events  Massive on-line idea sharing using the internet  Pre-defined communities focused on strategic, departmental and enterprise critical issues  Participants from anywhere in the world  Moderators and facilitators guide and coach participants on idea sharing – exploring ideas real time  Idea rating and ranking  Real-time analysis and mining to highlight emerging SMEs, communities and valued ideas 14 © 2011 IBM Corporation
  • 15. Ideation Platforms  Spigit is an ideation platform that supports small events, long term engagements and challenges. Notable features include: – Idea stages with configurable graduation criteria – Collaboration tools: votes, tags, forums, reviews, wikis, blogs – User reputation scores that weight feedback – Idea trading markets – Challenge and reward modules 15 © 2011 IBM Corporation
  • 16. Spigit Example - Southwest  Challenge: Inability to streamline idea generation from employees, which was typically done through surveys, emails and spreadsheets, a tedious and time consuming task. A lack of a process in place to filter ideas and implement the best ones. Having geographically dispersed employees created a lack of community and engagement.  Solution: Spigit provided a platform that encouraged cross-functional collaboration by providing full transparency and enabled discussions among all work groups. The social and collaborative style of the platform generated increased engagement and participation levels; nearly 4,000 employees have signed on, and 98% of ideas submitted have received some sort of response from other members of the community. 16 © 2011 IBM Corporation
  • 17. Veteran Success Jam, ACE and the Kresge Foundation Who:  Veterans – enrolled and future students  Campus Administrators  Military – enrolled and future students  Professors/Faculty  Family members  College students  Employers  Government (VA, DoE, DoL)  Non-profit organizations Jam Intent:  Uncover unknown barriers veterans  Face in accessing and succeeding in higher education  Provide a platform for “model solutions” highlighting their successes and providing an opportunity for discussion centered on model programs and services  Provide an opportunity for new ideas, innovations, partnerships, solutions and collaboration to occur  Provide professional development for student services personnel 17 © 2011 IBM Corporation
  • 18. Collaboration 18 © 2011 IBM Corporation
  • 19. Task 2: Community Assessment – Sandbox Environment 19 © 2011 IBM Corporation 19
  • 20. 20 © 2011 IBM Corporation 20
  • 21. 21 © 2011 IBM Corporation 21
  • 22. Task 2: Community Assessment – Key Features & Benefits 22 © 2011 IBM Corporation 22
  • 23. Task 2: Community Assessment – Key Features & Benefits 23 © 2011 IBM Corporation 23
  • 24. Task 2: Community Assessment – Key Features & Benefits 24 © 2011 IBM Corporation 24
  • 25. Web 2.0/Social Media 25 © 2011 IBM Corporation
  • 26. Employee Engagement - On-board New Employees and Contractors Faster Use Communities and blogs to connect New Employees and Contractors New Employees  New Hire Community – Share similar experiences through community – Community blogs across new hires – Question and Answer sessions – Post events for New Hires – Meet colleagues FASTER and create increased cohesion New 2 Blue Community (1.700+ Members) 26 © 2011 IBM Corporation
  • 27. Employee Engagement - New Hire Blogs New Hire Blogs  First 100 Days Blog  Required for new hires and interns  Easy adoption activity for Gen-Ys – Journal initial experiences at least one day a week. – Topics included how to set up meetings, how to book travel, observations from presentations, interviews – Creates a following of interested colleagues – Increases connectedness  Undocumented organizational knowledge – Conferences – Hosting Meetings – Making Presentations 27 © 2011 IBM Corporation
  • 28. Employee Engagement – Tagging Campaign Creates new ways of communicating Tags reveal relationships Tags are a new form of communicating Tagging Campaign  Improve the ability to find people  Define communities of interest Tags  Empowers people to build structure relationships to share information – Wisdom of Crowds – Tagging / Folksonomy Tags build  Recognize key people, content, and documents context for conversations 28 © 2011 IBM Corporation
  • 29. Employee Morale - What Makes the YOUR AGENCY special? Creates a sense of pride in the organization Employee Spotlight Campaign  Invite employees to share the proudest moments… what makes your Agency special  Hear the voice of the employee  Promote a sense of community  Celebrate your Agency Core Values  Engage employees from all areas of your Agency  Recruiting collateral 29 © 2011 IBM Corporation
  • 30. Strategic Communications Organizational Newsletters Creates a consistent and pervasive messaging for the most important initiatives Organizational Newsletters  Use wikis to post Agency/Organizational newsletters  Bypass the need for web developer to post and update information  Readers have easy access to current information  Turns uni-directional newsletters into bi-directional conversations  Reduces email traffic  Searchable 30 © 2011 IBM Corporation
  • 31. Strategic Communications - Communicate Business Priorities Use blogs to support department-wide priorities and initiatives (eg AARA) from SMEs Business Priorities  Drive communications on largest initiatives through individual and group blogs  Eliminate newsletters and email messages and point interested parties to the blog  Pair new hires with SMEs to collaborate on blogs  Link related documents via files  Use blogs for interview format  Conduct organizational challenges through blogs 31 © 2011 IBM Corporation
  • 32. Find and collaborate with people who know something about something you need to know Organizational Profiles make talent, experience, skills and interests easy to access Profiles +  Builds on existing Skills and Experiences  Shows My Network  Highlights Interests  Identify Expertise  Use Early Adopters to grow networks and on-board new profiles  Integrate with Learning  Create organization brand/look and feel 32 © 2011 IBM Corporation
  • 33. Host conferences and large organizational meetings Reduce conference/meeting management costs with wikis and file sharing Conferences and Meetings  Build agenda through wikis to reduce revisions, printing costs  Use wikis to build speaker profiles and bios  Share all event content through wiki or file share system  Build registration page  Share directions  Create Participant Feedback pages to build excitement around event 33 © 2011 IBM Corporation
  • 34. Make Knowledge Harvesting Easier! Use social bookmarks to create the ‘bread crumb’ trail of inputs to intellectual capital Bookmarking for Knowledge Harvesting  Prepare project teams and initiatives early on with instructions on how to use bookmarking. Use throughout an engagement or initiative.  Reduces email traffic and knowledge capital left on hard drives  Is in some cases MORE valuable than end product harvesting  Combine with File Sharing to capture a more comprehensive knowledge harvesting ‘story board’ of project inputs and end products  Use with end of project harvesting as well Project Documents and Inputs 34 © 2011 IBM Corporation
  • 35. Agenda  Enterprise 2.0/Web 2.0/Social Media  New Approach to Managing Projects/Project Management 2.0  Examples of Social Media Use in Project Management Innovation – Crowdsourcing – Collaboration – Web 2.0/Social Media  Q&A 35 © 2011 IBM Corporation
  • 36. THANK YOU 36 © 2011 IBM Corporation

Notas do Editor

  1. Web 2.0’ has emerged as a catch-all phrase to describe the new generation of Internet-based services that allow people to collaborate, share and manage information with unprecedented ease and scale It’s the second generation of Internet-based services that let people collaborate and share information online in previously unavailable ways. – Wikipedia “ A true Web 2.0 application is one that gets better the more people use it.” Tim O’Reilly You may have heard of some Web 2.0 tools such as Wikis, Blogs, Twitter, Facebook, LinkedIn. These are all example of Web 2.0.
  2. Why tagging works Tagging taps into what people naturally do without creating a lot of work or requiring deep thinking For an individual, tags optimize future discovery Tags are malleable Tag clouds provide immediate social feedback You can get positive reinforcement or become a trend setter Tag clouds give surprising insight into the content and the people Expertise can be revealed The real corporate taxonomy emerges