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SharePoint 2013 offers many upgrades and advances in the areas of social networking. However, in order for organizations to maximize value from the implementation, there are many guidelines and best practices that must be followed. In this presentation, we will discuss the SharePoint 2013 social networking capabilities, use cases for implementation, conceptual design and strategies for best results, where Yammer fits in, and much more.
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Credera is a full-service management and
technology consulting firm. Our clients range
from Fortune 1,000 companies to emerging
industry leaders. We provide expert, objective
advice to help solve complex business and
technology challenges.
Dallas Office15303 Dallas ParkwaySuite 300Addison, TX 75001
972.692.0010 Phone972.692.0019 Fax
Denver Office5445 DTC ParkwaySuite 1040Greenwood Village, CO 80111
303.623.1344 Phone303.484.4577 Fax
Houston Office800 Town & Country BlvdSuite 300Houston, TX 77024
713.496.0711 Phone713.401.9650 Fax
Austin Office9020 N Capital of Texas HwySuite 345Austin, TX 78759
512.327.1112 Phone512.233.0844 Fax
Enterprise Social NetworkingStrategy and Implementation with SharePoint 2013
Dallas, TXApril 4, 2013
Welcome & Introduction …
Jesus Salazar is a Principal with Credera’s Microsoft Solutions Practice and held a seat on the Office 14 Developer Advisory Council
Jesus J Salazar, Principal with Credera
• 13 years of experience with Microsoft-based technologies
• Experience delivering IT solutions to medium and large businesses
• Strong focus on SharePoint since 2003
• Microsoft Certified Professional
• Member of the Office 14 Developer Advisory Council where he helped shape
the features and architecture of the next generation of Microsoft Office and
SharePoint
April 4, 2013
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Welcome & Introduction …
Will Stokes is an Architect with Credera’s SharePoint Practice and has been developing SharePoint solutions for over 15 years
Will Stokes, Architect with Credera
• 15 years of experience with Portals and Microsoft-based technologies
• Experience delivering SharePoint solutions to Fortune 500 Companies
• Strong focus on SharePoint since 2007
• Microsoft Certified Professional
April 4, 2013
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Credera Twitter Contest …
What is the biggest reason to upgrade to SharePoint 2013?“ – Tweet us your answer and win a prize!
• Credera Twitter contest: "What is the biggest reason to upgrade to SharePoint 2013?"
– Tweet your answers to @CrederaMSFT
– 3 lucky tweeters will receive a Starbucks gift card for participating
– Winners will be announced via Twitter at 4:00 p.m.
– Prizes will be available for the winners between 4:00-4:30 p.m. at the Credera booth in the exhibit hall
• Have specific questions during the presentation?
– Ask your questions by using the hashtag - #sptechfest
– Credera architects will be standing by to respond
April 4, 2013
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Agenda …
Thank you for coming – we hope you find our discussion insightful and walk away with a couple of things your organization has not yet thought of
• Social Networking Overview
• SharePoint Social Features
• Demo
• Implementation Best Practices
• Conclusion
April 4, 2013
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Social Networking Overview
April 4, 2013
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… Effective social networking can help users develop new relationships, maintain existing ones, and share their ideas in
real-time, which allows for rapid feedback and collaboration.
Enterprise Social Networking focuses on the use of online social networks
or social relations among people who share business interests and/or
activities
Enterprise Social Networking enriches an organizations ability to generate and share content in a much more rapid and dynamic fashion
Social Networking Overview … Definition …
April 4, 2013
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Social Networking Overview … Famous Quotes …
The paradigm of taking people out of processes for efficiency has been replaced by putting them back in order to drive innovation and accelerate change
“The only irreplaceable capital an organization possesses is the knowledge and abilities of its people. The productivity of that capital depends on how effectively people share their competence with those who can use it.” - Andrew Carnegie
“Many ideas grow better when transplanted into another mind than the one where they sprang up. “- Oliver Wendell Holmes
“Intellectual property has the shelf life of a banana.” - Bill Gates
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Social Networking Overview … History…
In an effort to scale to the amount of data we consume, the creation and sharing of information has shifted from institutionally controlled to consumer controlled
. . .
contribute
Consumer ControlShiftInstitutional
Control
Newsletter
Distributed Mediation
publish
contribute
contribute
Centralized Mediation
SOPs
User Manuals
Comment
Blog
IM
Old Way New Way
April 4, 2013
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Credera - SharePoint TechFest 2013 – Enterprise Social Networking
Social Networking Overview … The Value of Social Networking …
Enterprise Social Networking allows users to intuitively provide, gather, and organize context across an organization
Technology
People
Process
user
man
uals,
train
ing s
oftwar
e, CR
M …
documentation, SOPs, best practices …
scheduling, resource management, record keeping …
Tips & Tricks Decisions and Reasoning
Knowledge Base
Address Gaps
Innovation
Problem Solving
Flexibility
Feedback
EnrichedContent
CONTEXTTacit Knowledge
Pitfalls
April 4, 2013 11
Social Networking Overview … Information Safety Net …
Enterprise Social captures lost wisdom by acting like a safety net to ensure tacit information is gathered and shared with those who would benefit from it
Technology
People
Process
user manuals, training software, CRM … documentation, SOPs, best practices …
Traditional Work Products
Enterprise Social Networking
feedback
tips
opinionstrib
al
knowledge
preference
s
workarounds
gotcha
s
ideas
Traditional Work Products
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Social Networking Overview … Myths and Misconceptions …
Myth #1: Social Networking in the workplace is a distraction that will decrease productivity and waste time
• A majority of organizations we talk to have major concerns about implementing Social features
• Sometimes social features are thought of as a distraction and will decrease productivity
• Informal social networking interactions actually help improve company culture and overall employee enjoyment
• If accountability is there to do ones job, social just becomes a tool to help an employee do it more efficiently and effectively
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Social Networking Overview … Myths and Misconceptions …
Myth #2: Nothing beats picking up the phone or meeting face to face – Social Networking will give our employees an excuse to completely avoid each other
If people are too disconnected, siloed thinking occurs and innovation is stifled again
0.30
0.25
0.20
0.15
0.10
0.05
0.00
0 30 60 90 ... Separation
distance in feet
Tom Allen, MIT, 1977
Probability of communicating at least once a week
Face to Face
Siloed Workers
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Face to Face time often results in Groupthink or stifles
innovation
The goal of Social is to “Normalize” distance and help knowledge sharing occur at a
more optimal level
Social Networking Overview … Myths and Misconceptions …
Myth #2: Nothing beats picking up the phone or meeting face to face – Social Networking will give our employees a way to completely avoid each other
Ref: “The Strength of Weak Ties”, Granovetter, 1973
Did you know?
Didn’t know that, great
idea!
I’ve got an idea!
Funny, I’ve got the same idea.
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Social Networking Overview … Myths and Misconceptions …
Social Networking blurs the lines of proximity and the strength of ties and puts all teams on an optimized playing field where these things don’t matter as much
Bulletin Board
Face to FacePhone, SMS,
Conference Line, IM
Email, Intranet
Together Apart
T
og
eth
er
Ap
art
Space
Tim
e
Groupthink
Scalability
Knowledge Capture
Not Enough Collaboration
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Time-Space Collaboration Matrix
Social Networking Overview … Myths and Misconceptions …
Social Networking blurs the lines of proximity and the strength of ties and puts all teams on an optimized playing field where these things don’t matter as much
Groupthink
Scalability
Knowledge Capture
Not Enough Collaboration
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Connected Enterprise = Business Agility
Ref: Mark Stone, Microsoft
SharePoint 2013 Social Features
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SharePoint 2013 Social Features ...
SharePoint 2013 brings best of breed social capabilities in a single solution to be coupled with its industry leading collaboration platform
Communities
Search Social
Profiles
Our Favorite Social Features
• Points, Badges, Best Reply's, Likes
• OneNote• Task Management
• Topics• Activity feed• Notifications• Configurable Profile UI• Documents in SkyDrive
• People search• Community Search• Preview of Best
• Follow• Mentions• Hashtags• Related Tags
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SharePoint 2013 Social Features ... Yammer …
Last year Microsoft signaled how serious they are taking Enterprise Social by acquiring Yammer and starting along a very exciting roadmap
Basic Integration
Today
Web Parts Open Graph
(actor, action, object)
Deeper Connections
Tomorrow
Documents Feeds Identity
Connected Experiences
Future
New experiences that combine social, collab, email, instant
messaging, voice, and video
“Yammer is our big bet for enterprise social, and we're committed to making it the underlying social layer for all of our products” – Jared Spataro, MOD
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Demo
Credera - SharePoint TechFest 2013 – Enterprise Social Networking
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Her assignment is to choose a new accounting system. She has been told that their Tokyo office is currently updating their
expense reporting system so she should reach out to them and see if they have any tips or tricks for her.
Nancy Smith was just hired by Contoso to work within their Finance
department. She doesn’t know anyone, doesn’t have a feel for how
things are done, and has already been given an assignment
The best way to showcase SharePoint 2013 Social features is by walking you through the day of an average employee
Demo … Scenario
April 4, 2013
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Implementation Best Practices
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Implementation Best Practices … Tactical vs Strategic …
There are two kinds of projects, Tactical and Strategic social initiatives – The approach you take depends on overall goals and the resources you have
Business Impact
Project Management
Tactical Strategic
General Project Duration
Budget
Scope
ROI
Technology Scope
Cultural Shift
Highest Order Benefit
Executive Sponsorship
1 Month
Lower
Function/Team
Recommended
Small/Medium
Limited (1 Technology)
Weak
Efficiency
6mo – 1yr
Higher
Department/Organization
Required
SignificantComprehensi
ve/Highly
IntegratedStrong
Innovation/Make Money
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For a Strategic social Initiative, you need to have support on many fronts in order to have a successful implementation
Successful Strategic Social Implementation
Steering Committee
Network Architecture
Company-wide rollout
System Integrations
Executives and Influencers
Awareness and Promotions
Needs assessment/success criteria
User and Executive Training
Success Factors for Strategic Social
Implementation Best Practices … Strategic Success Factors …
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Since user adoption and critical mass is so important, how do you know when you have achieved a sustainable state?
• How do I know that I have turned the corner on my social communities and that I am in the clear?
• Here are some classifications that will help you to determine where you are at
According to Gartner, “Sustained” means that you have roughly a usage ratio of
1 : 9 : 90 (initiating : participating : observing) for your solution
Social Solution Evolutionary Path
At Risk• Inconsistent
usage• Poor
response/participation
Sustained
• Ongoing Use• Some risk of
relapse• Dependent on
one person
Evolving
• Broadening Scope
• Little to no dependency on Originator
Integrated
• Mission Critical• High Ratio of
contributors and observers
Implementation Best Practices … Social Solution Evolution …
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What can you expect when rolling out a Strategic “Social” initiative?
Opportunistic• Twitter Style
Bursts• People
reaching out of their Silos
Typified• Communities Forming• Strong Project Collaboration• Various “Monitored” channels
Externalized• Externalized
Social Collaboration
• Mission Critical on Many Fronts
0-2 Months
6 Months 12 MonthsRef: Gartner
• Initially you employees will seek “Instant Gratification” and start exploring
• At the 6 month mark, ideally you will see teams forming and collaborating on their own using social technologies
• Once your employees learn to collaborate internally using social technologies, the demand for collaborating externally will steadily grow
Expected Strategic Social Timeline
Implementation Best Practices … What to Expect …
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Implementation Best Practices … Key Ideas …
A social initiative has some dynamics that are different from other types of projects
• There are a few things to keep in mind when planning your social initiative
1. Social technologies are OPTIONAL
2. User Adoption must be at a critical mass for ANY social solution…maintain sustainable adoption
3. Social requires a little bit of Top-Down information flow to help steer conversations and to “Prime the Pump”
4. Know what your “affinity” for social is as an organization
5. Strategic Social as an IT run initiative is not a great idea… If you must do this, start with a small pilot and expand naturally from there
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Implementation Best Practices … Key Ideas …
A social initiative has some dynamics that are different from other types of projects
7. Taking benchmarks then measuring deltas and communicating success stories will be key in continuing to “Market” your initiative
8. Although the features in 2013 are sound…significant effort will be spent on the coaching, organizational management, and governance of social
• There are a few things to keep in mind when planning your social initiative
6. Know what goals you want to accomplish by leveraging social… Identify solutions, not features!
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Implementation Best Practices … Governance …
Even though information flows more freely throughout your organization, governance is key to minimize liabilities for your organization
• Some organizations worry that they are asking for a lawsuit by documenting micro-information on an ongoing basis
• Although transparency is a goal, if users are being exposed to information they shouldn’t…you are doing it wrong!
• Governance and community management is key!
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Enterprise Social Governance
Keep it simple!
Less control/More Leadership
Measure based on your
goals
Set the appropriate
tone
Social Governance Principles
Conclusion
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Conclusion …
Moving towards Enterprise Social will feel a lot like you are giving up control but remember, Enterprise Social = Business Agility
• Similar to when Agile development came about, there was a lot of angst and sometimes despair with letting go of control
• Now the benefits of self organization, cross-functional teams, and adaptive planning are undisputed and widely adopted
Trust in the process, Trust in your employees, and have fun!!!
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About Credera …
Our clients hire us to own their toughest problems; they retain us because we keep our promises
Management & Technology Consulting Firm
• MS Gold Certified Partner
• Member of Microsoft’s SharePoint Development Advisory Council (DAC)
• IW Competency (Microsoft’s Corporate SharePoint Certification)
• Certified provider of SharePoint Deployment Planning
• Established 1999
• Offices in Dallas, Houston, Austin, Denver
How We Serve Our Clients
• We provide expert, objective advice to help solve complex business and technology challenges
• Our clients hire us to own their toughest problems; they retain us because we keep our promises
• Services: Management Consulting, Technology Solutions, Mobile Solutions, Business Intelligence
Microsoft Solutions Offerings
• Custom Application Development
• Enterprise Portal Design & Implementation
• eCommerce
• SOA & Business Process Integration
• Customer Relationship Management (CRM)
• Business Intelligence & Data Warehouse
Client Sampling
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Contact Information:
Jesus J Salazar - [email protected]
Will Stokes – [email protected]
www.credera.com
Follow us on @CrederaMSFT
Blog: http://blogs.credera.com
Careers: http://careers.credera.com
Thank you for attending!
Please complete the evaluations.
Credera is a full-service management and
technology consulting firm. Our clients range
from Fortune 1,000 companies to emerging
industry leaders. We provide expert, objective
advice to help solve complex business and
technology challenges.
Dallas Office15303 Dallas ParkwaySuite 300Addison, TX 75001
972.692.0010 Phone972.692.0019 Fax
Denver Office5445 DTC ParkwaySuite 1040Greenwood Village, CO 80111
303.623.1344 Phone303.484.4577 Fax
Houston Office800 Town & Country BlvdSuite 300Houston, TX 77024
713.496.0711 Phone713.401.9650 Fax
Austin Office9020 N Capital of Texas HwySuite 345Austin, TX 78759
512.327.1112 Phone512.233.0844 Fax