TallyFox Knowledge Network Platform

TallyFox NetworkSummary

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March 7, 2014

Contents TallyFox Social Technologies AG © 2013

Contents

1 Vision 3

2 Introduction 42.1 Taxonomy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.2 SmartMatchPro™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.3 Knowledge Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.4 Ranked and Interactive Content . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.5 Network Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2.5.1 Cluster Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.5.2 EventFox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

3 Governance 13

4 Architecture 144.1 Main Navigation Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

4.1.1 Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144.1.2 Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154.1.3 Knowledge Bank- Q&A Tab . . . . . . . . . . . . . . . . . . . . . . . . . 164.1.4 Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184.1.5 Communities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

4.2 Media Mosaic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214.2.1 Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

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Chapter 1. Vision TallyFox Social Technologies AG © 2013

1 VisionOur vision is to drive innovative solutions for our clients communities by connecting the knowhowof their members with an intuitive user interface that requires no technical expertise.

Figure 1.1: Network Homepage. Water network example www.water.tallyfox.com

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Chapter 2. Introduction TallyFox Social Technologies AG © 2013

2 Introduction

The TallyFox knowledge network platform enables members to share content, connect know-howand learn as they work.

We have monthly software releases to continuously improve the user experience of our platform.All TallyFox designs are responsive, meaning they provide an optimal viewing experience across awide range of devices (mobile phones, iPads, Tablets and desktop computer monitors).

Mobile Apps for iPhone and Android devices and are planned to be released in the first half of 2014.

The main elements of the Network include individual members, groups and workspaces. Individualmembership is determined by the Network and Workspace managers. Managers decide whetherthey want to provide access to the Network at no charge, or to charge members for access to theNetwork, any Cluster, or any Group (including courses) inside a particular Cluster.

The following collaboration utilities are fully integrated:

• Custom taxonomy

• Content categories and auto tagging

• Library

• Media mosaic to feature multimedia content

• Who’s Who people, organization and crisis maps

• Question and Answer Knowledge Bank

• Events

• Blog

• Wiki

• Meetings space for voice, chat and web conference meetings

• Task management

• Gated courses

• Social business tools

• Multiple levels of access rights

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The user interface is designed to enable the discovery of knowledge in an intuitive and fun way.

Figure 2.1: Knowledge Sharing Utilities

2.1 Taxonomy

Each Network has a Customizable Taxonomy. The ability to create, manage and evolve a taxon-omy that can be used as a standard across a team, community or enterprise is fundamental fora shared dialogue, and to identify people and content relevant to particular functional areas andexpertise.

Our taxonomic engine enables just that in an easy to use “click and go” manner. We provide tax-onomy development support and a starter taxonomy for 30 industries that has been developed andcurated by thousands of professionals over the last four years. All taxonomy terms are availablefor content tagging and are searchable across the entire Network.

When members register on the Network they define their expertise using a simple drop down menu.The knowledge bank is automatically built by notifying users when a question has been asked intheir area of expertise.

2.2 SmartMatchPro™

SmartMatchPro™is an expert search and matching tool to identify professionals and associatedcontent to specific areas of expertise. Connecting the right people can be time consuming andchaotic. “SmartMatchPro™” makes it easy, allowing each user to select 1-6 Know-how terms or

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1-6 content tags that define expertise or content that they are looking for. Results are sortedby relevance or user defined filters such as people who have specifically been recommended forKnow-how that I am seeking. SmartMatchPro™alerts a user as new people or content appear inthe network that matches their selection(s).

The network supports discovery of relevant people and content inside and outside a users personalnetwork. SmartMatchPro™does this automatically and dynamically.

2.3 Knowledge Bank

The knowledge bank is a dedicated space for members to share questions and answers. EachNetwork and Cluster workspace has its own specific knowledge bank. All questions asked acrossthe community are consolidated in the Knowledge Bank and may be filtered, sorted and searchedfor topics, trending issues, and those submitted by members with particular expertise.Don’t know the answer to a question? The platform suggests members who may be able to help.

2.4 Ranked and Interactive Content

We believe that content is still king, and that communications and collaboration occur often withreference to content. Content in the platform is interactive, ranked and integrated with social me-dia. Content nodes have the following attributes: image; attribution; access rights; security levels;taxonomy and content category tags; and revision control (documents only). Actions to contentare appropriate to the type and include: ask a question; comment; reply; vote; like; share; fol-low; and report abuse. Views of content are tracked to indicate which content is accessed the most.

Each Cluster, EventFox and Group has its own content library with a global search and both libraryand document tree view. Relevant content does not need to be uploaded to the platform, a titleand abstract with a link to the content is supported. Subscription based databases can thereforebe accessed and relevant content to a discussion or group ranked and made available to those withaccess rights. Clusters can be used as knowledge management portals by providing an indexingand smart search methodology to content.The mosaic is an excellent way to embed social media engagement from Facebook or LinkedIngroups. We integrate social media very well by integrating Shares, a twitter, and RSS feed.

Teams share, collaborate on, and reference core documents in their daily work. The ability to doso in each group work space that is unified with the same taxonomy allows groups to work smarterand more efficiently. All documents are a click away in a custom built, secure group library. TheMedia Mosaic integrates multimedia content as a central element of engagement. The Networkand each Cluster has its own Media Mosaic on the homepage that highlights content and issuesorganized by customizable categories. The Media Mosaic stimulates focused engagement, andfeeds Cluster specific and Network wide knowledge banks.

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2.5 Network Components

Cluster Communities inside Networks can be purposed for Communities of practice, organizations,or Event communities. They can have unlimited work groups inside.

Figure 2.2: Network components

2.5.1 Cluster Workspace

Clusters are workspaces that make intelligent collaboration fun and easy for communities inside theNetwork. They can be set up in a matter of minutes to integrate knowledge, content, and projectmanagement in a custom branded cloud hosted space.

Your favorite collaboration apps at your fingertips custom purposed for the needs of each commu-nity. An unlimited number of Clusters can be hosted inside each network, each with an unlimitednumber of workgroups inside.

Workspaces can be public or private. Each workgroup can also be public or private with open,moderated or closed membership. This allows, for example, committees, boards or private projectteams to share content only to the appropriate audience at the same time as being part of theNetwork at large.

Specifications and a video tour can be found at: http://tallyfox.com/cluster

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http://tallyfox.com/cluster


Figure 2.3: Cluster Apps

The Cluster homepage shows an overview of all activity in the community. The Media mosaic isa beautiful way to feature content and stimulate engagement and sharing across social media forpublic Clusters.

Access to all actions (filter for content, make a quick post, post content, start a discussion, ask aquestion) can be directly accessed from the home page, no searching for where you have to go inorder to engage.

Clusters can easily be configured for a variety of use cases including for example:

• Project management

• Sales Force innovation to respond to client needs more quickly

• Intra/Extranet

• Knowledge management

• Content management

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Figure 2.4: Cluster Home Page

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Projects or teams can easily organize themselves in their own workgroup where business classcollaboration tools are accessible to all group members:

• Task management

• Library

• Meetings - chat, voice, web conferencing

• Blog

• Wiki

• Discussions and quick posts

• Courses - available first half 2014

Figure 2.5: Cluster Group Home Page

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2.5.2 EventFox

EventFox is a complete event management solution that is available at extra cost for Networks.EventFox includes a registration and payment solution, CRM and mailing solution plus an optionalonline community for conferences that allows attendees to nurture business relationships and sched-ule meetings before and after the real world event.

EventFox features and benefits can be viewed here: http://tallyfox.com/eventfox

Event managers can create a community around their attendees for them to engage before, during,and after events. This encourages early registration and provides a way for continued developmentof the event themes year round. We provide a service to develop these communities, and marketthe event.

Figure 2.6: Aquatech community homepage example - Aquatech India

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http://tallyfox.com/eventfox


Event management solution providing a complete registration, payment and marketing. This savesevent managers time and money by working with one integrated solution and partner.

Figure 2.7: EventFox Event management solution

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Chapter 3. Governance TallyFox Social Technologies AG © 2013

3 Governance

Three special roles are provided in order to set up and manage the Network and each Clustercommunity:

• Administrator

• Manager

• Editor

The Administrator allows set-up (content categories, privacy, taxonomy) and full administrationof the Network or Cluster, including access to private content, mail logs and editing profiles. Thisrole is intended for one or a few people and is the most powerful, i.e. should be given with care asAdministrators can delete all content and edit member profiles.

Managers have access to edit all public content and access to member management (importingand adding members).

Network Editors have access to post content on the homepage at each level, and to feature andedit content.

Menu driven Manager Panels and editing rights are provided to all Administrators, Managers andEditors in a menu driven easy to use way. No IT experience or technical expertise is required.

These roles allow distributed management of the Network and all Cluster communities inside sothat the communities can be governed by the members themselves similar to the governance ofWikipedia. Managers and Editors are identified with special badges on the members listing andtheir profile.

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Chapter 4. Architecture TallyFox Social Technologies AG © 2013

4 Architecture

The Network and all content is hosted in a private secure cloud, located in a high security datacenter in Germany. We have multiple back up copies of the databases, including an offsite ultrahigh security backup in the Swiss Alps that is guarded by the Swiss Army.

TallyFox complies with Swiss law and the Swiss Data Protection Act. Multiple levels of privacyand access permissions are provided, the management of the Administrator Manager and Editorroles is solely the responsibility of the client. Despite the significant efforts that we apply to ensurecontinued quality operation of our services, TallyFox disclaims any legal liability for the quality,safety, or reliability of any Networks powered by us.

Information about TallyFox can be found at: http://tallyfox.com

4.1 Main Navigation Tabs

Access to all network content, groups and communities is via the home page. The main navigationtabs are:

• Quick Posts (like a Facebook wall, all posts that do not fit into a group or discussion)

• Members

• Groups

• Questions and Answers

• Library

• Events

• Discussions

• News

• Communities

4.1.1 Members

Members are listed in the Members tab and in the Who’s Who map. Members can be discoveredin a variety of ways: by name, company, know-how, location, job title or a personalized Smart-MatchPro, that sends alerts when members having a particular expertise join.

Members tab view on next page.

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http://tallyfox.com


Figure 4.1: Members Tab

4.1.2 Groups

Groups are listed under the Groups tab indicating the most active, latest and featured groups.Groups can be either public or private, with membership either open, moderated or closed.

It easy to find groups on specific topics by category, industry tags, or a smart search.

See groups list example next page.

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Figure 4.2: Group listing

4.1.3 Knowledge Bank- Q&A Tab

The Knowledge Bank consists of Questions & Answers that may be posted by any member eitherdirectly from the home page, or when viewing content. Whenever a question is asked a notifica-tion is sent to all network members who have not turned off their "question asked" notificationsetting. For this reason questions may be reviewed for approval by the Administrator before posting.

Questions are also sent to all those whose knowhow matches that of the question, and may forforwarded from one member to another if they know a member who may be able to answer.Questions can be filtered to display general questions or those posted by a professional in specificareas based on their know-how.

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Figure 4.3: Knowledge Bank Snapshot

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4.1.4 Library

The library has both a public community area, and a Group area. Content can be sorted and filteredin a variety of ways to find content relating to specific topics, date, content types, categories andlocation (i.e. in specific groups or folders).

All public group documents, and private groups where you are a member will automatically bedisplayed in your personal Library listing. Members can create content for any group in which theyare a member. Editors, Managers and Administrators can create content at the community leveland in any location on the Network they have the access rights to view.

Figure 4.4: Water Network Library Snapshot

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Figure 4.5: Water Network Library Document View

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4.1.5 Communities

All Cluster communities that are hosted inside the Network are listed in the Communities Directory.Each Community Administrator decides whether to add their community to the list or keep itunlisted and private.

Figure 4.6: Directory of EventFox and Cluster Communities

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4.2 Media Mosaic

The Media Mosaic is a 13 frame display panel to showcase featured content on the home page.All content is searchable and listed in the Media Library. Each frame is interactive and allowsmembers to ‘ask a question’, comment, share across the Web, or Follow. The color and symbol oneach frame represents the content category to which the content is related, and can be customizedby the Network Administrator.

Hot Topics and upcoming Events can be highlighted on any frame.

The Who’s Who People and Organizations maps (frame 1) are an easy way to find people andorganizations geographically. The Crisis Map shows crises also filtered by category. Any membercan add their company or a crisis to the maps if they are posted by the Administrator or Manager.

Figure 4.7: Example Mosaic- Water Network Media Mosaic

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Who’s Who Network members are displayed geographically and by expertise.

Figure 4.8: Who’s Who Members Map

4.2.1 Events

Events at the Network level can be created by Administrators, Editors, and Managers. Any memberof a Cluster community can create an event at the community level.

Figure 4.9: Snapshot of Partial Events Listing

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Technology

TallyFox Knowledge Network Platform