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Changing Incentives For
Knowledge Workers In
The Social Enterprise
APQC Process Conference
Houston 2013

Sandy Kemsley l www.column2.com l @skemsley
Agenda
l

How the enterprise became social

l

The disconnect in adoption of new
methods and tools

l

The culture and management mandates

l

The technology mandate

Copyright Kemsley Design Ltd., 2013

2
The shift in enterprise processes, attitudes and goals

How The Enterprise
Became Social
Copyright Kemsley Design Ltd., 2013

3
Factor #1:
The Nature of Work Changed

Routine Work

Knowledge
Work

Execute transactions

Solve problems

Efficiency

Collaboration

Compliance/standardization

User-created processes

Process improvement

Assist human decisions

Automation

Collect supporting artifacts

Copyright Kemsley Design Ltd., 2013

4
Collaboration In The White Space
Of The Organization Chart

Copyright Kemsley Design Ltd., 2013

5

Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”
Balancing Hierarchy And
Community To Get Things Done

Copyright Kemsley Design Ltd., 2013

6

Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”
Factor #2: Tool Capabilities and
Expectations Changed
l

Consumption

l

Participation

l

Creation

l

User experience

l

Access anywhere

Copyright Kemsley Design Ltd., 2013

7
Factor #3:
Information Everywhere
l

No longer an age of information scarcity:
l

l

l

l

Businesses have rich customer context through
analytics and integration
Customers have competitive business
information
Wide range of public information

Productivity is in analysis and connectivity

Copyright Kemsley Design Ltd., 2013

8
External Social Presence Linked
To Core Business Processes
l

Changes the customer relationship

l

Extends the ends of the process

l

Increases external collaboration

l

Forces operational transparency

Copyright Kemsley Design Ltd., 2012

9
Result: The Social Enterprise
Social Feature

Enterprise Benefits

Collaboration

Exploit weak ties for knowledge
sharing and social feedback
= Improved decision-making

User-created
content
Transparency

Use and capture tacit knowledge
= Improved processes
Provide context for work
= Improved problem-solving

Copyright Kemsley Design Ltd., 2013

10
Copyright Kemsley Design Ltd., 2013

11
Real-life benefits of collaboration and user-created content

What Do Social Enterprise
Processes Look Like?
Copyright Kemsley Design Ltd., 2013

12
Social In The Flow Of Work
l

Social features built into enterprise
business processes
l
l
l

l

Collaboration on demand
Zero-training UI for occasional collaborators
Informational visibility and sharing

Situational applications based on
enterprise APIs
l

User-generated processes and content

Copyright Kemsley Design Ltd., 2013

13
Collaborative Process Modeling
l

Multiple people participate in process
discovery, modeling and documentation
l
l

Internal and external participants
Technical and non-technical participants

l

Preserves institutional memory

l

Facilitates cross-silo collaboration and
innovation

Copyright Kemsley Design Ltd., 2013

14
Collaborative Process Modeling

Copyright Kemsley Design Ltd., 2013

15
Dynamic Process Runtime
l

User can add participants from own
network or recommended expert

l

Non-participant can opt-in to process

l

Audit trail captured within BPMS

l

Eliminates uncontrolled email
processes

l

Captures patterns for
process improvement
Copyright Kemsley Design Ltd., 2013

16
Copyright Kemsley Design Ltd., 2013

17
Process Activity Streams
l

Timeline of activity for social monitoring
l
l

l

Process models during creation
Process instances during execution

Publish/subscribe model to “watch” certain
processes or event types

l

Direct link to underlying process model or
instance for unsolicited participation

l

Usually mobile-enabled
Copyright Kemsley Design Ltd., 2013

18
Process Event Streams

Copyright Kemsley Design Ltd., 2013

19
Collaboration at
Bank Of Tennessee
l

Service-focused regional bank

l

Mortgage process before BPM:
l
l
l
l

l

Manual, paper-based
Long process with bottlenecks and errors
Many exceptions, constantly changing
Limited visibility and audit trail

Search for social collaboration and BPM
platforms merged

Copyright Kemsley Design Ltd., 2013

20

Source: Will Barrett, Bank of Tennessee, “Worksocial Pays Dividends”
A Social Mortgage Process

Copyright Kemsley Design Ltd., 2013

21
Bank Of Tennessee: Benefits
l

ROI based on social and BPM
l
l

l

Process activity stream user interface
l
l
l

l

30% faster to complete process
Reduced errors
Unified communication channel
Faster, more efficient actions in place
Increased adoption/decreased training

Improved visibility and audit trail
l
l

Critical SLAs visible for action
Entire process within BPM
Copyright Kemsley Design Ltd., 2013

22
User-Created Content at
Norwegian Food Safety Authority
l

Ensuring food safety, animal/plant welfare:
l
l
l
l

l

Scheduled inspections and events
Emergency response
Maintain food safety history
Apply complex regulations

Case folder with dynamic worklist
l
l

Case = person/establishment, e.g., farm
Tasks created dynamically as required,
manually or triggered by events
Copyright Kemsley Design Ltd., 2013

23

Source: Computas
Copyright Kemsley Design Ltd., 2013

24
NFSA: Dynamic Task Selection

Copyright Kemsley Design Ltd., 2013

25
NFSA: Benefits
l

Entire food safety history for each
establishment

l

Two dynamic case management modes
l

l

Control activity module for regular activities with
full domain data
Emergency response module with alerts and
follow-up tasks

Copyright Kemsley Design Ltd., 2013

26
What is limiting the adoption of social enterprise processes?

The Social Dilemma

Copyright Kemsley Design Ltd., 2013

27
Fear Of...
l

...assuming responsibility for collaboration

l

...having to share credit for work

l

...appearing weak for requiring collaborators

l

...not getting credit for time spent collaborating

l

...helping the competition

l

...losing control over a process

l

...opening access to information

l

...fluid, non-hierarchical roles

Copyright Kemsley Design Ltd., 2013

28
Misaligned Business
Goals And Metrics
l

Executives want
collaboration across
silos; management
required to get work
done on time

l

Process performance
indicators measure
efficiency, not service
levels
Copyright Kemsley Design Ltd., 2013

29
The Employee Incentives Conflict
“When an organization doles out bonuses,
raises, awards and promotions based on
individual contributions, what’s the carrot
for social participation?”
-- Gia Lyons, Jive Software

Do the
right thing

What’s in
it for me?

Copyright Kemsley Design Ltd., 2013

30
Misaligned Employee Incentives
l

Incentives based on job description, not
value of contribution

l

Incentives reward individual efforts, not
collaboration

Copyright Kemsley Design Ltd., 2013

31
Mandates for organizational culture, management and technology

Creating A Culture That
Rewards Knowledge Work
Copyright Kemsley Design Ltd., 2013

32
Participatory Culture
l

Time and resources explicitly allocated
l
l

For collaboration and co-creation
All stakeholders expected to participate

l

Appropriate tools provided

l

Input considered regardless of level and
technical skills of participant

Copyright Kemsley Design Ltd., 2013

33
Transparency And Openness
l

Allow internal users to see all information
l

l

Set open as default, override for specific
exceptions

Allow access to external stakeholders
l

Customers, business partners should see their
own information

l

Enables easier knowledge dissemination

l

Provides context for problem-solving and
collaboration
Copyright Kemsley Design Ltd., 2013

34
Management Style Of Trust
l

Allow workers to deviate from pre-defined
workflow when appropriate
l
l

l

Management must allow sufficient autonomy
Workers must feel comfortable
creating/modifying processes

Allow workers to collaborate with resources
of their choice
l
l

Assign work or ask assistance
Internal and external

Copyright Kemsley Design Ltd., 2013

35
Rewards And Incentives
l

Set expectations for participation

l

Reward for collaboration and process
improvement

l

Reward for customer service over
efficiency

l

Reward teamwork over individual effort

Copyright Kemsley Design Ltd., 2013

36
The technology mandate

The Future Of Social
Enterprise Incentives
Copyright Kemsley Design Ltd., 2013

37
Enterprise Social Scoring
l

Peer recognition

l

Gamification

l

Social graph connectivity/strength

Copyright Kemsley Design Ltd., 2013

38
Using Collaboration Metrics
l

Detect and analyze social graph
l

l

Measure contributions to community
l
l

l

Boost signal of weak ties
Social score
Successful performance of task

Recommend collaborators based on
reputation

Copyright Kemsley Design Ltd., 2013

39
Problem-Solving Metrics
l

Customer satisfaction

l

Time to resolution

l

Correlate quality of decision with degree of
collaboration involved

Copyright Kemsley Design Ltd., 2013

40
Next-Generation Social Analytics
l

Evaluate (and reward) collaborative
behaviors that:
l
l
l

l

Are aligned with organizational culture
Get work done
Assist others to achieve shared goals

Resistant to “gaming” by workers

Copyright Kemsley Design Ltd., 2013

41
Summary

Copyright Kemsley Design Ltd., 2013

42
Summary
l

Enterprise processes are social, whether
you admit it or not

l

Misaligned goals and incentives will reduce
success of outcomes

l

Organizational culture and management
style may need to shift

l

Core social process technology is in place,
but metrics are still catching up

Copyright Kemsley Design Ltd., 2013

43
Slides at www.slideshare.net/skemsley
Sandy Kemsley
Kemsley Design Ltd.
email: sandy@kemsleydesign.com
blog: www.column2.com
twitter: @skemsley

Copyright Kemsley Design Ltd., 2013

44

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Changing Incentives for Knowledge Workers in the Social Enterprise

  • 1. Changing Incentives For Knowledge Workers In The Social Enterprise APQC Process Conference Houston 2013 Sandy Kemsley l www.column2.com l @skemsley
  • 2. Agenda l How the enterprise became social l The disconnect in adoption of new methods and tools l The culture and management mandates l The technology mandate Copyright Kemsley Design Ltd., 2013 2
  • 3. The shift in enterprise processes, attitudes and goals How The Enterprise Became Social Copyright Kemsley Design Ltd., 2013 3
  • 4. Factor #1: The Nature of Work Changed Routine Work Knowledge Work Execute transactions Solve problems Efficiency Collaboration Compliance/standardization User-created processes Process improvement Assist human decisions Automation Collect supporting artifacts Copyright Kemsley Design Ltd., 2013 4
  • 5. Collaboration In The White Space Of The Organization Chart Copyright Kemsley Design Ltd., 2013 5 Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”
  • 6. Balancing Hierarchy And Community To Get Things Done Copyright Kemsley Design Ltd., 2013 6 Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”
  • 7. Factor #2: Tool Capabilities and Expectations Changed l Consumption l Participation l Creation l User experience l Access anywhere Copyright Kemsley Design Ltd., 2013 7
  • 8. Factor #3: Information Everywhere l No longer an age of information scarcity: l l l l Businesses have rich customer context through analytics and integration Customers have competitive business information Wide range of public information Productivity is in analysis and connectivity Copyright Kemsley Design Ltd., 2013 8
  • 9. External Social Presence Linked To Core Business Processes l Changes the customer relationship l Extends the ends of the process l Increases external collaboration l Forces operational transparency Copyright Kemsley Design Ltd., 2012 9
  • 10. Result: The Social Enterprise Social Feature Enterprise Benefits Collaboration Exploit weak ties for knowledge sharing and social feedback = Improved decision-making User-created content Transparency Use and capture tacit knowledge = Improved processes Provide context for work = Improved problem-solving Copyright Kemsley Design Ltd., 2013 10
  • 11. Copyright Kemsley Design Ltd., 2013 11
  • 12. Real-life benefits of collaboration and user-created content What Do Social Enterprise Processes Look Like? Copyright Kemsley Design Ltd., 2013 12
  • 13. Social In The Flow Of Work l Social features built into enterprise business processes l l l l Collaboration on demand Zero-training UI for occasional collaborators Informational visibility and sharing Situational applications based on enterprise APIs l User-generated processes and content Copyright Kemsley Design Ltd., 2013 13
  • 14. Collaborative Process Modeling l Multiple people participate in process discovery, modeling and documentation l l Internal and external participants Technical and non-technical participants l Preserves institutional memory l Facilitates cross-silo collaboration and innovation Copyright Kemsley Design Ltd., 2013 14
  • 15. Collaborative Process Modeling Copyright Kemsley Design Ltd., 2013 15
  • 16. Dynamic Process Runtime l User can add participants from own network or recommended expert l Non-participant can opt-in to process l Audit trail captured within BPMS l Eliminates uncontrolled email processes l Captures patterns for process improvement Copyright Kemsley Design Ltd., 2013 16
  • 17. Copyright Kemsley Design Ltd., 2013 17
  • 18. Process Activity Streams l Timeline of activity for social monitoring l l l Process models during creation Process instances during execution Publish/subscribe model to “watch” certain processes or event types l Direct link to underlying process model or instance for unsolicited participation l Usually mobile-enabled Copyright Kemsley Design Ltd., 2013 18
  • 19. Process Event Streams Copyright Kemsley Design Ltd., 2013 19
  • 20. Collaboration at Bank Of Tennessee l Service-focused regional bank l Mortgage process before BPM: l l l l l Manual, paper-based Long process with bottlenecks and errors Many exceptions, constantly changing Limited visibility and audit trail Search for social collaboration and BPM platforms merged Copyright Kemsley Design Ltd., 2013 20 Source: Will Barrett, Bank of Tennessee, “Worksocial Pays Dividends”
  • 21. A Social Mortgage Process Copyright Kemsley Design Ltd., 2013 21
  • 22. Bank Of Tennessee: Benefits l ROI based on social and BPM l l l Process activity stream user interface l l l l 30% faster to complete process Reduced errors Unified communication channel Faster, more efficient actions in place Increased adoption/decreased training Improved visibility and audit trail l l Critical SLAs visible for action Entire process within BPM Copyright Kemsley Design Ltd., 2013 22
  • 23. User-Created Content at Norwegian Food Safety Authority l Ensuring food safety, animal/plant welfare: l l l l l Scheduled inspections and events Emergency response Maintain food safety history Apply complex regulations Case folder with dynamic worklist l l Case = person/establishment, e.g., farm Tasks created dynamically as required, manually or triggered by events Copyright Kemsley Design Ltd., 2013 23 Source: Computas
  • 24. Copyright Kemsley Design Ltd., 2013 24
  • 25. NFSA: Dynamic Task Selection Copyright Kemsley Design Ltd., 2013 25
  • 26. NFSA: Benefits l Entire food safety history for each establishment l Two dynamic case management modes l l Control activity module for regular activities with full domain data Emergency response module with alerts and follow-up tasks Copyright Kemsley Design Ltd., 2013 26
  • 27. What is limiting the adoption of social enterprise processes? The Social Dilemma Copyright Kemsley Design Ltd., 2013 27
  • 28. Fear Of... l ...assuming responsibility for collaboration l ...having to share credit for work l ...appearing weak for requiring collaborators l ...not getting credit for time spent collaborating l ...helping the competition l ...losing control over a process l ...opening access to information l ...fluid, non-hierarchical roles Copyright Kemsley Design Ltd., 2013 28
  • 29. Misaligned Business Goals And Metrics l Executives want collaboration across silos; management required to get work done on time l Process performance indicators measure efficiency, not service levels Copyright Kemsley Design Ltd., 2013 29
  • 30. The Employee Incentives Conflict “When an organization doles out bonuses, raises, awards and promotions based on individual contributions, what’s the carrot for social participation?” -- Gia Lyons, Jive Software Do the right thing What’s in it for me? Copyright Kemsley Design Ltd., 2013 30
  • 31. Misaligned Employee Incentives l Incentives based on job description, not value of contribution l Incentives reward individual efforts, not collaboration Copyright Kemsley Design Ltd., 2013 31
  • 32. Mandates for organizational culture, management and technology Creating A Culture That Rewards Knowledge Work Copyright Kemsley Design Ltd., 2013 32
  • 33. Participatory Culture l Time and resources explicitly allocated l l For collaboration and co-creation All stakeholders expected to participate l Appropriate tools provided l Input considered regardless of level and technical skills of participant Copyright Kemsley Design Ltd., 2013 33
  • 34. Transparency And Openness l Allow internal users to see all information l l Set open as default, override for specific exceptions Allow access to external stakeholders l Customers, business partners should see their own information l Enables easier knowledge dissemination l Provides context for problem-solving and collaboration Copyright Kemsley Design Ltd., 2013 34
  • 35. Management Style Of Trust l Allow workers to deviate from pre-defined workflow when appropriate l l l Management must allow sufficient autonomy Workers must feel comfortable creating/modifying processes Allow workers to collaborate with resources of their choice l l Assign work or ask assistance Internal and external Copyright Kemsley Design Ltd., 2013 35
  • 36. Rewards And Incentives l Set expectations for participation l Reward for collaboration and process improvement l Reward for customer service over efficiency l Reward teamwork over individual effort Copyright Kemsley Design Ltd., 2013 36
  • 37. The technology mandate The Future Of Social Enterprise Incentives Copyright Kemsley Design Ltd., 2013 37
  • 38. Enterprise Social Scoring l Peer recognition l Gamification l Social graph connectivity/strength Copyright Kemsley Design Ltd., 2013 38
  • 39. Using Collaboration Metrics l Detect and analyze social graph l l Measure contributions to community l l l Boost signal of weak ties Social score Successful performance of task Recommend collaborators based on reputation Copyright Kemsley Design Ltd., 2013 39
  • 40. Problem-Solving Metrics l Customer satisfaction l Time to resolution l Correlate quality of decision with degree of collaboration involved Copyright Kemsley Design Ltd., 2013 40
  • 41. Next-Generation Social Analytics l Evaluate (and reward) collaborative behaviors that: l l l l Are aligned with organizational culture Get work done Assist others to achieve shared goals Resistant to “gaming” by workers Copyright Kemsley Design Ltd., 2013 41
  • 43. Summary l Enterprise processes are social, whether you admit it or not l Misaligned goals and incentives will reduce success of outcomes l Organizational culture and management style may need to shift l Core social process technology is in place, but metrics are still catching up Copyright Kemsley Design Ltd., 2013 43
  • 44. Slides at www.slideshare.net/skemsley Sandy Kemsley Kemsley Design Ltd. email: sandy@kemsleydesign.com blog: www.column2.com twitter: @skemsley Copyright Kemsley Design Ltd., 2013 44