In today’s world, effective knowledge sharing within an organization helps to attract talent, to build revenue and to inspire innovation, all of which lead to competitive advantage. Historically, the dissemination of information has happened through a system of content platforms and static document sharing, often via email. Those old paradigms no longer apply in the real-time socially connected world of today. Leveraging social platforms to tap the collective mindshare of the organization is not only important, it's mission critical for success. These slides from our recent webinar with ClimateWorks and Forrester Research demonstrate how innovation is pushing the boundaries of knowledge management and moving us into the era of the Social Knowledge Exchange. Kate Leggett, Forrester’s leading expert analyst on knowledge management will lead the conversation and provide industry trends and insights on the future of the Social Knowledge Exchange. We'll also hear from Sarah Nichols, Director of Knowledge Management for ClimateWorks, a foundation dedicated to supporting public policies that prevent dangerous climate change, and learn how ClimateWorks uses its social intranet to: Create a central services portal that connects its global network of non-profits Connect systems of record to systems of engagement Develop innovative UX search and content discovery mechanisms Apply best practices to increase intranet adoption and usage.

1. Moving Beyond the Knowledge
Base to the
Social Knowledge Exchange
Kate Leggett, Principal Analyst
Forrester Research
Sarah Nichols, Director of Knowledge Management
ClimateWorks Foundation

2. The employee workplace is
becoming more complex
Employees are more mobile And use a range of devices
Desktop
80% Laptop
46%
Smartphone
29%
Tablet
8%

3. The knowledge that employees rely
on is becoming more complex
Email

4. And applications are proliferating in
the workplace

5. Knowledge management and collaboration are
key initiatives to help add order to this chaos

6. Collaboration is typically done via
email
September 2011 “The State Of Workforce Technology Adoption: US Benchmark 2011”

7. But knowledge management and
collaboration are coming together
September 2011 “The State Of Workforce Technology Adoption: US Benchmark 2011”

8. Social knowledge has traction across
all roles within an organization

9. To be successful, collaboration tools must be
efficient, effective and widely used within an
organization
September 2011 “The State Of Workforce Technology Adoption: US Benchmark 2011”

10. Who is driving social knowledge
adoption?
1% 38% 35% 26%
Seniors Baby Boomers Gen Xers Gen Yers
b. 1920–1945 b. 1946–1965 b. 1966–1979 b. 1980–2000
Base: 1,382 US information workers who use social software at least monthly
Source: Q2 2011 US Workforce Technology And Engagement Online Survey

11. Gen Yers not being at the forefront of business
social software use make sense because . . .
. . . social knowledge users are:
Managers, directors, or executives
(49%).
Well compensated (52% make more
than $60,000 per year).
Late workers (average 43.53 hours per
week and average 6.91 hours working
outside the office).

12. The top reasons that social knowledge is
adopted is to increase productivity and efficiency
October 2011 “The Enterprise 2.0 User Profile: 2011”

13. Social knowledge is starting to take off as it
delivers increased productivity and performance

14. What are the core components of
social knowledge?

15. The ClimateWorks Network
• The ClimateWorks Foundation is at the heart
of a global network of nonprofits (our
grantees) with ~500 staff
• Our Network’s Mission: we are dedicated
to supporting public policies that prevent
dangerous climate change
• The Knowledge Exchange Mission: We seek
to inspire and facilitate faster learning and
knowledge sharing throughout the Network.

16. What is Knowledge Exchange?
“Knowledge Exchange” is the collaborative creation and
communication of information and insights that support
organizational imperatives.

17. What is CWKX?
• The ClimateWorks Knowledge Exchange
is a key component of our knowledge strategy. It is
cutting edge in its combination of enterprise social
software and a structured content repository – both
a system of engagement and a system of record
CWKX is:
– A collaboration space
– An internal media outlet
– A document management platform

18. Benefits to the Network
– Multidirectional communication
– Supplement to email: reach an unintended yet interested and
engaged audience
– Self-selection into communities of interest
– Central repository; archived and searchable institutional knowledge
– Files available within context (of a project, community page or
conversation)
– Security and risk management
– Visible tangible results demonstrated, ongoing
– Network wide acknowledgement of individual and organizational
contributions
– Taxonomy (Sudoku based) for content discovery

19. The ClimateWorks Sudoku

20. CWKX Guiding Principles
 Customer focused
 Ease of use
 Responsive to customer input; agile
 Many points of access to same material
 “Empower customers with relevant content”
 “Create and maintain usable knowledge”

21. CWKX Dashboard

22. Group Dashboard

23. Policy Analyses by Sector

24. APPLIANCES POLICY PITFALLS

25. Campaign Expected Path Forum

26. Publishing to NetDocs

27. Checking Out a Document

28. Checked Out Status

29. Document Management in Context

30. All Network Meeting Registration

31. ANM MEETING MATERIALS

32. Participant Flip Book

33. Story Bank – Wins, Lessons

34. Story Bank Search Wizard

35. BIG FINISH!

36. About Socialtext
• First Enterprise Social Software Company
founded in 2002
• Social collaboration platform that helps your
employees “In the Flow of Work”
• Flexible Deployment options: Secure on-site
or hosted appliance
• Widely recognized as Visionary & Leader
among key analysts

37. Thank you
• Q&A
• For more information on Socialtext, please
visit www.Socialtext.com
• Recording will be available on Socialtext
• How to reach us us:
– Kate Leggett - @kateleggett kleggett@forrester.com +1 (650) 269-8658
http://blogs.forrester.com/ kate_leggett
– Sarah Nichols sarah.nichols@climateworks.org +1 (415) 202-5987
– Sandra Ponce de Leon - @socialtext