Social Business Adoption - The BlueIQ Story (UPDATED for #jboye13)

1. Social Business Adoption The BlueIQ Story Luis Suarez Lead Social Business Enabler at IBM Blog - http://elsua.net Twitter - @elsua Free Whitepaper: http://bit.ly/blueiq ©2013 IBM Corporation 1 Friday, November 1, 13 1

3. Senior Executive Point of View “This isn’t just a change in tools. It’s a change in mindset and organizational culture” “In a social enterprise, your value is established not by how much knowledge you amass, but by how much knowledge you impart to others.” – Ginni Rometty, Council on Foreign Relations speech (March, 2013) © 2013 IBM Corporation Friday, November 1, 13 3 3

4. What was BlueIQ?   Global (worldwide) program to help individuals, teams and organizations adopt social software Objective: increase individual, team and organizational productivity in sales, this means increase sales & customer satisfaction  Implementation inside and outside the firewall © 2013 IBM Corporation Friday, November 1, 13 4 4

5. Why Social Business Adoption? People:  Form relationships  Develop reputations  Build trust Information:  Share assets  Gain insight  Reuse practices Organizations:  Gain diverse input  Leverage expertise  Collaborate with colleagues & customers © 2013 IBM Corporation Friday, November 1, 13 5 5

6. The BlueIQ Approach to Social Software Adoption   Identify good practices, use cases and tools – by role, by task Make it easy to get started  Provide an easy “on ramp” Generate “buzz” Share the vision Communicate success stories Tap key influencers as early adopters   BlueIQ Ambassadors BlueIQ Success Stories Share tools, enablement materials, best practices  BlueIQ Awareness Campaign Grassroots evangelism BlueIQ Enablement (Self-Study Modules, Live Lunch & Learns, JumpStart Consulting, BlueIQ Resource Center) BlueIQ Reverse Mentoring Communities Business Processes Educate Management Embed in existing tools & business processes IBM Infrastructure © 2013 IBM Corporation Friday, November 1, 13 6 6

7. Leveraging BlueIQ Ambassadors 1900+ BlueIQ Ambassadors...    ...in 50+ Countries ...from every IBM Business Unit*) A BlueIQ Ambassador is an IBMer who is passionate, and wants to learn more, about Social Software (Awareness, Usage, Adoption) Spends time educating other IBMers about their own adoption of social software Has joined the Ambassadors community to help drive the adoption of social software at IBM © 2013 IBM Corporation Friday, November 1, 13 7 7

8. Driving Adoption through Communities  Over 1,900 BlueIQ Ambassadors community members (Including Rational IQ); over 55% in Sales (mostly technical) 50+ accumulative community events (Monthly, BlueIQ Education and Watercooler events) Over 160 awareness + enablement education sessions across all IBM business units by BlueIQ Ambassadors Continued support & active involvement in various IBM initiatives: • IndustrySPACES, CommunityBuilders, Workplace of the Future, ...   CommunityBuilders Community: Over 2,200 IBM community leaders & growing! 35+ accumulative combined community events (Education and Watercooler events) Indispensable resource for best practices, techniques, hints & tips, technical and community tooling support for building successful IBM communities “Last February, I started really digging into the adoption of IBM Connections and other collaborative tools within Rational. While we still have a ways to go, I feel that we've made huge strides and are on our way to changing how we work. I believe that our connection into the BlueIQ Ambassadors and CommunityBuilders communities have been key to accelerating our adoption” by Darrel Rader © 2013 IBM Corporation Friday, November 1, 13 8 8

9. Ambassador Community Engagement  BlueIQ Ambassador Community  Regular BlueIQ Ambassador Community Calls  Exchange of information Regular BlueIQ Ambassador Watercooler calls  Two way communication in a vibrant environment Informal get-together Regular BlueIQ Ambassador Education Calls Furthering the Ambassador's investment in the community Keeping the Ambassadors ahead of key trends Interesting guest speakers • Both internal and external © 2013 IBM Corporation Friday, November 1, 13 9 9

10. BlueIQ Enablement       Modular Enablement Approach All modules less then 30 minutes Mix and Match modules based on audience need Various pre-defined tracks available One live lunch & learn every Friday morning Recordings and speaker notes available © 2013 IBM Corporation Friday, November 1, 13 10 10

13. BlueIQ Franchise: Localizing the BlueIQ Program  Drive widespread adoption of social software in IBM by localizing the WW BlueIQ Program components  WW BlueIQ team provides franchise blueprint, materials, metrics, support  Such as enablement, ambassadors, metrics, etc Tight link between Franchise Team and WW BlueIQ Team Local executive provides sponsorship and leaders to execute Set franchise goals according to local needs BlueIQ Awareness Campaign BlueIQ Ambassadors BlueIQ Success Stories Localized per franchise BlueIQ Enablement (Self-Study Modules, Live Lunch & Learns, Localized per franchise JumpStart Consulting, BlueIQ Resource Center) BlueIQ Reverse Mentoring Communities Business Processes IBM Infrastructure © 2013 IBM Corporation Friday, November 1, 13 13 13

14. BlueIQ Franchise Examples What has been working well locally: Greater China Group What's working: BlueIQ franchise “blueprint” New BlueIQ ambassadors  Enablement based on local tasks  Local team training sessions  Local executive support   © 2013 IBM Corporation Friday, November 1, 13 14 14

15. BlueIQ’s Lessons Learned  Keep an eye on the prize The prize is being a successful business  Teach tasks, not tools, and help people learn socially Enable and inspire new behaviours. A new mindset  Engage your peers Build networks and communities of Champions What has been working well locally:  Use a deliberate approach Have a purpose and clear business goals towards a common meaning  There is no “finish” Lifetime journey of (Social) Business Transformation Additional Read: “Cutting through BigBlue Tape: Using Collective Passion to Scissor Bureaucracy at IBM” © 2013 IBM Corporation Friday, November 1, 13 15 15

16. BlueIQ Team Program Director: You! Team Member Team Member Team Member BlueIQ Franchises BlueIQ for Marketing, IT and HR BlueIQ for Business Units Team Member Enablement Team Member User Research Team Member Communication & Tools Team Member Metrics Team Member Community Management (Luis Suarez) © 2013 IBM Corporation Friday, November 1, 13 16 16