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1 Improving the Bottom Line thru Collaboration: Learnings from the Frontline Operations Excellence Leadership Forum - Atlanta 16 Nov, 2015

1 Improving the Bottom Line thru Collaboration: Learnings from the Frontline Operations Excellence Leadership Forum - Atlanta 16 Nov, 2015

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Page 1: 1 Improving the Bottom Line thru Collaboration: Learnings from the Frontline Operations Excellence Leadership Forum - Atlanta 16 Nov, 2015

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Improving the Bottom Line thru Collaboration: Learnings from the

Frontline

Operations Excellence Leadership Forum - Atlanta

16 Nov, 2015

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Defining Collaboration

“Where two or more people work together in a collective determination to achieve one or

more objectives.”

our definition of collaboration

Examples

Finding experts

Exchanging ideas or insights

Helping somebody to solve a problem

Coming up with an innovation

Finding a best practice – where we’ve done something before

Getting work done (e.g., creating a document, completing a task)

Making a decision

Managing a project together

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Collaboration is complex and takes different forms

our definition of collaboration

What you need to doExchanging insights

Solving a problem

Creating work product

Making a decision

Managing a project

Who withOne to one

Project team, departmentNetwork or

community

Extended enterprise

How it’s done

Physical

Virtual – real time

Virtual - asynchronous

(informal)

(formal)(larg

e)

(small)

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Collaboration is a business capability…

Collaboration is a business capability – much more than just deploying tools – and requires leadership from the line business, HR and IT. A priority is to align the “right” tools to the “right” task, and embed into how people work.

A strong collaboration capability is focused on the organization’s people – who need to understand what is expected, be trained, and be motivated to follow through every day.

Collaboration is primarily about helping people and groups to work smarter and faster, enabled by better knowledge sharing and communications.

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Tom, a former PwC practice leader with extensive, cross-

industry outsourcing experience, directs an

outsourcing project with the NIH

New Collaboration tools can drive smarter and better work

Brent seeks a specialist with credentials and benchmarks

in outsourcing hospital services. Current online tools

don’t help

Brent Dugas, Manager, Canada MC

Tom SmithDirector, UK Tax

Brent relies on email and his personal network – and he doesn’t know Tom

Takes many days and much work for Brent to find help

Brent may never find Tom – the best internal expert -- in time to meet the client’s deadline

This pattern is repeated the next time all over again

Before“Email and phone”

Brent posts his question to online communities on new collaboration tool

Tom, who has followed these communities, sees the post and connects with Brent, who he doesn’t know

They share insights from home using mobile devices

They have delivered the best to the client, driving revenue and reducing cost

NowSocial collaboration

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…but it’s also a huge and complex software market

our definition of collaboration

What you need to doExchanging insights

Solving a problem

Creating work product

Making a decision

Managing a project

Who withOne to one

Project team, departmentNetwork or

community

Extended enterprise

How it’s done

Physical

Virtual – real time

Virtual - asynchronous

(informal)

(formal)(larg

e)

(small)

EmailIM

Web conferencing

Blogs

Wikis

Social networks

Community tools

Ideation/ crowdsourcing

File sharing

Team collaboration

Video sharing

Project management

The Enterprise Collaboration software market comprises over $4B in sales, with annual growth over 20%, across a vast range of overlapping capabilities.

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Adoption of new tools has grown steadily

Top motivators (from survey)

Imitation (35% of corporate adoption as response to competitors)

Interest in innovating faster

Other business drivers

Business-led, bottoms-up adoption, outside of traditional IT

Pervasive acceptance of personal social media

Cloud-based tools (and increased comfort by enterprises)

Corporate Adoption of Enterprise Collaboration Tools (McKinsey)*

*”Taking the Measure of the Networked Enterprise”, McKinsey Quarterly, Oct 2015

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Continued evolution of the tools market

24 vendors listed

2012

* Enterprise Collaboration and Social Software

Jive $1.5B

Slack N/A

Social networking - MSFT/Yammer

Web conferencing

The Enterprise Collaboration software market is far from mature, and is evolving rapidly as vendors and customers are still figuring out how to best deliver value.

Real Story Group “Subway Map”*

Sample company valuations

Areas of largest focus/buzz

2015

38 vendors listed- 7 dropped, 21

new

Jive $254M

Slack $1.1B

“Facebook@Work”

Team/project enablement

Expertise discovery

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80% decline of Jive market valuation since 2012

What does this say about the enterprise social collaboration market? Will “social” be a standalone product segment, or simply features of other platforms?

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Separating hype from reality

An actual statement from a VC investor (Oct 2014)

“Never before have we witnessed so much user love for an enterprise software platform. XXX puts all of your team’s communications in one place, instantly searchable and available wherever you go. Life is a

lot better with less email.”

How do enterprises keep up with the rapid evolution of the Collaboration marketplace?

How do they decide on vendors and tools, and deliver to their people?

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Low satisfaction with Social Collaboration tools

Companies have raced to adopt new Collaboration tools (especially Social Networking) with the expectation of large, immediate benefits

“Our young people use Facebook all the time, so let’s give them a tool to do the same thing internally.”

“If we can just give our people better tools, they’ll collaborate more effectively.”

Despite these expectations, business leaders in many companies have become disillusioned when those benefits haven’t come right away

“This new tool seems like a waste – so much new content to read, and I wonder how much time people are wasting on it instead of doing their jobs.”

“We’ve had this new tool for 6 months already, and I don’t see any benefit.”

“I now have to check 50 different tools each day and don’t have time for XXX.”

This has created a not-uncommon pattern of disinvestment and program abandonment

Concerns start being raised; senior-level engagement softens; the tool takes a back seat in the business; participation slows; and funding/resourcing dries up

Gartner predicted that 80%of social business efforts will not achieve intended benefits, due to inadequate leadership and an overemphasis on technology.*

*Gartner Research, Jan 2013: “Predicts 2013: Social and Collaboration Go Deeper and Wider."

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Common challenges and pitfalls

Organizations too often chase tools instead of building capabilities

First define how the new tools are used, by whom and for what purpose

Rapid adoption of tools has created digital overload and massive frustration for end users

Users need to know where to go for what, and how email fits

Most organizations have not appointed integrated business leadership over their Collaboration capabilities

An accountable business owner is needed to drive the end-to-end collaboration capabilities in the organization

Leaders often overlook that new tools are a new and different way of working, requiring patience and commitment

True commitment and role modelling by leaders is typically lacking

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Lesson #1: Matching tools for the right purpose

Learnings

Ensure a clear strategy and business case- Business purpose and

pain points- Use cases and stories

built into work process.

- Role of process, behaviors and tools

- Tangible KPIs Real Pilots or Proofs of

Concept, with documented results/success stories

Tools assessment and selection led by business users, not IT

Construction Co Example

Strong sharing program for formalized methods

No process for rapid sharing of best practices

Cost/safety opportunities

Approach Pressure to quickly

launch new social networking tool

4 month project to create a model for insight sharing built into standard process

Selected basic tool to leverage features of its existing platform

Results 90%

adoption/satisfaction $50M savings in months

Common issues

Selecting tools before assessing the business purpose and use cases

Force-fitting a tool into the wrong business process and culture

Obsession with the latest trends

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Develop a clear plan

Run pilots to find proof points

Recognize and sell the “need”

Find the right tools

Prepare for, and lead the launch

Embed capabilities into the firm

Track results

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Make the benefits discussion as tangible as possible

Team across networks to more quickly collaborate on ideas, initiatives and proposals

Quickly find experts you don’t know to get help addressing urgent client questions

Faster, secure collaboration for client service teams in private forums

Time savings and improved employee engagement

Mobile and iPad access so we can collaborate in real-time

Make it easier for leaders to push updates and insights to broad audiences

Example

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Lesson #2: Managing digital overload

Learnings Build a master portfolio

of firmwide collaboration tools and apps, working with IT- How/where used- Include core IT tools- Platforms vs. point

products Use to identify gaps and

redundancies- to rationalize,

integrate or fill gaps Create guidance on

appropriate use of tools for different users and tasks

Integrate with the overall KM strategy

Prof. Services Co Example

Overlapping tools and large spend across firm

Business unit silos adopting competing tools

Rapid new capabilities from key platform vendors

Approach Firm-wide review jointly

led by IT and KM Identified 8 tools to

retire or converge, $5M savings

Identified key gaps – start of new business cases

Clarified the fit of social collaboration for users

Rewrote guidance, training and mentorship programs

Common issues

“Complexity Paradox” – overload of new tools makes life for users more complex, not less

Users get frustrated and confused about what tool is used for what purpose

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Lesson #3: Achieving integration

Learnings

Appoint a business sponsor and leader for enterprise collaboration

Responsible for the entire capability- Business process mapping- User journeys and experience- Strategy and business case- Selection of tools and portfolio- Governance, security and risk- Change management,

behaviors- Training

Ensure all is tied to the front line, with measurable KPIs

Common issues

Any Collaboration capability requires integration of business processes, behaviors and technology

New collaboration tools introduce complex new governance and privacy issues

Collaboration is part of the Knowledge strategy, and should be linked to larger efforts to harness and share Knowledge

Most organizations manage programs through IT, with little oversight by the business or HR

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CONSENT

MODERATION

GUIDANCE

IT SECURITY

Access managementProfiles (inc data privacy)

Community creation

Functionality & content retention preservation

Metrics & reporting

Vendor management and support

Complex governance issues: Social Collaboration

Hosting

Fostering the right behaviors

Regulations and client contracts

This example illustrates the complex governance issues introduced by new enterprise collaboration tools; requiring policies and guidance to be carried out.

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Lesson #4: Gaining leadership commitment

Learnings Begin with a clear plan

that is endorsed by leadership- Tools tied into daily

work and process- Clear uses and

benefits At least 1 senior

executive accountable for success- Communicate the

formal case for change

- Be active user/role model

- Set expectations for other leaders

Visible efforts to build manager support and use- Coaching and training - Feedback process- Incentive programs

Examples

IBM – internal launch of Connections

Pearson – launch of Neo

Many others, and the need for many more

Common issues Newer tools are a

radical new way of working- “Open” content

sharing - People expose what

they don’t know- “Facebook” behaviors

do not translate to work

- Users need confidence and to feel comfortable

A common pitfall is lack of leadership commitment- Rarely serve as

active role models for staff

- Impatience – desire for immediate results

The most common root cause of program failure

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Closing Thoughts

■ Effective collaboration is the lifeblood of work and decision making in organizations – and becoming even more critical

■ The explosion of new, promising technologies is overwhelming businesses with “digital overload,” and the pace of change is not slowing down

■ Getting collaboration “right” is a complex business capability, involving the alignment of tools to key business activities and how people work

■ The path forward requires strong end-to-end business ownership, anchored in true leadership commitment

■ Collaboration is an example of future KM, and an opportunity for all KM groups to lead

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Bob ArmacostEngagement Director, Iknow [email protected] (617) 459-0255