57
We built it, but why won’t they come? Practical advice to overcome common user adoption and change hurdles Susan Hanley www.susanhanley.com SharePoint Saturday NY July 30, 2016

We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Embed Size (px)

Citation preview

Page 1: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

We built it, but

why won’t they

come? Practical advice to overcome common user

adoption and change hurdles

Susan Hanleywww.susanhanley.comSharePoint Saturday NYJuly 30, 2016

Page 2: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

THANK YOUEVENT

SPONSORSWe appreciated you supporting the New York SharePoint Community!

• Diamond, Platinum, Gold, & Silver have tables scattered throughout

• Please visit them and inquire about their products & services

• To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors

• Raffle at the end of the day and you must be present to win!

Page 3: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

CONFERENCE MATERIALS

• Slides / Demo will be posted on Lanyrd.com• http://lanyrd.com/2016/spsnyc

• Photos posted to our Facebook page• https://www.facebook.com/sharepointsaturdaynyc

• Tweet Us - @SPSNYC or #SPSNYC• Sign Up for our NO SPAM mailing list for all conference

news & announcements• http://goo.gl/7WzmPW

• Problems / Questions / Complaints / Suggestions• [email protected]

Page 4: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

• Visit ExtaCloud’s booth for wrist bands!

Scallywag's Irish Pub

508 9th Ave, between 38th & 39th. [6 minutes walk]

Scallywags also serves food.http://www.scallywagsnyc.com/

Page 5: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

User AdoptionUser Engagement

Page 6: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

6

But wait, then why are we here?

RESULTS

Tip # 1: Adoption is not the end game

Page 7: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Results mean …The average time to on-board a new employee went from 3 months to 3 weeksCustomer satisfaction scores increased by 20%Average profitability per client engagement increased by 10%Revenue increased by 10% with no increase in headcount ADOPTION

RESULTS

Page 8: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

We built it, why don’t users just come?Adoption rarely happens all at once

WIIFM The solution has to be worth adopting

Page 9: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 2: Adoptable solutions solve measurable problems

Page 10: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Communications and Collaboration ProblemsCuring Versionitis Finding Expertise

Sharing with Partners and Customers

Keeping People Informed

Page 11: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Business Process ProblemsCollecting and

Tracking Information

Managing Tasks and Projects

Automating Business Processes

Page 12: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Got social?Product

Development

• Engineer struggling with a problem – find answers quickly• Feedback

“crowd-sourcing”

Resource Planning

• PM looking for the most qualified resources for a project – expertise location

Customer Support• Services

agent working trying to solve an unusual customer problem• “Organic”

knowledge base

• Sales team on-boarding • Sales team

training and mentoring

Sales

Page 13: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Engaging contentWell

writtenAccurate,

useful, timely, relevant

Written for the web

Page 14: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 3: It’s personal

Page 15: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

All about my ROLE!

Page 16: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

“Our intranet is a tool which allows us to make business decisions therefore it cannot be overcomplicated or distracting, making our designs concise, sharp and distinct.”

Page 17: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 4: It’s about change 17

Page 18: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Deep experience

with technology

and conceptRecognize the need for the

solution

Convinced the product works

Why are we in IT so bad at change?

Us Seeing the solution for

the first timePossibly

unaware or unconvinced of the needSkeptical

about whether the

product works“Custome

r”

Page 19: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

The 9X

Effect

A new product has to offer a 9 X

improvement over the existing solution

in order to be immediately or

easily adopted.* *Gourville, John T., “Why Consumers Don’t Buy: The Psychology of New Product Adoption.” Harvard Business School Note #504-056 (Boston: Harvard Business School Publishing, 2004).

Page 20: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Ease in to changeStart small

Keep it simple

Consider your culture

Go for the “long wow”

Page 21: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip #5: Engage some helpers

Page 22: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

22

Leaders model the behavior

“No involvement by leaders,

no commitment by employees.

No exceptions.”Vala Afshar, Chief Marketing and Customer Officer at Enterasys

Page 23: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

But it’s not just the leaders …

Identify and engage your Mikeys

Page 24: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Harvard Business Review: Managing Change One Day at a Time, July-August 2014http://hbr.org/2014/07/managing-change-one-day-at-a-time/ar/1

“Organizations can’t change their culture unless individual employees change their behavior – and changing behavior is hard.

Many change programs focus on providing strategies, technologies, and training – but often this is not enough.

When it comes to modifying deeply ingrained behavior, 12-step programs have a superior track record.

They use incentives, celebration, peer pressure, coaching to adopt new habits, negative reinforcement, and role models – things organizations can draw on.”

Page 25: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 6: It’s all about comfort

Page 26: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Plan a training roadmap – for comfortDon’t

assume it’s intuitive

Don’t try to train all at once

One size does not fit all

Page 27: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Just-in-Time/In Context Training

www.visualsp.comContext sensitive Help items:

• Videos • Images/Screenshots• Documents • Links

Page 28: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Just-in-Time/In Context Training

www.contentpanda.com

Page 29: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Want training to stick?

Train teams together!

Page 30: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 7: It’s about communications

Page 31: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Launch ideas that worked … mostly

Page 32: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Photo Booth

Page 33: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Launch Surprise!

Page 34: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Launch Videoshttp://www.scoop.it/t/intranet-launch-videos-and-teasers - comprehensive collection compiled by Ellen Van AkenAdditional examples: http://tiny.cc/ThreeSampleVideos

http://www.youtube.com/watch?

v=PN1IyDvyA2oMAN Diesel

http://vimeo.com/60729239http://youtu.be/SinFM8hNcOgDartmouth-Hitchcock Intranet Home Redesign

– watch the end for outtakes

Page 35: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

What is Office 365 Launch Video (Regis)

https://vimeo.com/regiscorp/review/125078501/68cd7832a8

Page 36: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Teaser Video – Beacon Health Options

https://vimeo.com/162603114 (1:23)

Page 37: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Office 365: Digital Workplace Overview

https://youtu.be/6jfpomYFCGU

Showcases practical examples of how to use the complete suite of Office 365 applications

Page 38: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

30 for 30

“Anecdote bank”

Tip of the Day/Week

Get Sharp on

SharePoint

Predictable Content:• Polls on Mondays• Conversation Topic of

the Week on Tuesdays• Employee Spotlights

on Wednesdays• Trivia on Fridays

Intranet “Learning

Café”

Page 39: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 8: It’s about support

Page 40: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

It takes a villageMake sure the help desk is prepared

Office Hours Center of

Excellence (Just-in-Time)

Training and Documentation

Plan ongoing support

Pilot team Volunteers Employee

advocates

Seed the organization with evangelists

Page 41: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

You are not alone – lots of help from Microsoft: fasttrack.office.com

Page 42: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Adoption Planning Tool fasttrack.office.com

Page 43: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 9: Don’t forget the fun!

Page 44: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Scavenger Hunt Points, Badges, Prizes Five for Five “Profile Week” FOOD!

Incentives and rewards help kick-start

Page 45: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

People-based scavenger hunt

https://www.thoughtfarmer.com/blog/pennstate/

Page 46: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Fun with food

CollaBOOration - A Ghoulish Guide to Metadata

SharePointoberfest - inebriate while you collaborate!

SharePointgiving – Give thanks to document workflow and approval

Page 47: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Recognition and

rewards must

align with desired

outcomes

Page 48: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Take a lesson from hockey – don’t just track

goals, also track and encourage

assists

Page 49: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 10: It’s about listening, and …

Page 50: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

...allow users to provide feedback …Feedback

identifies challenges

Ask for feedback-everywher

e

Conduct usability tests,

LISTEN and OBSERVE

Page 51: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

… but don’t be afraid to enforce

Page 52: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 11: You’re never done

Page 53: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Not everyone will be happy (initially) - look

for the wins!

Keep it “organic” - have a plan for

change.

It’s not “once and done.”

Page 54: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

Tip # 12: It’s about sharing

Page 55: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

The Tips1. Adoption is not the end

game2. Adoptable solutions

solve real problems3. It’s personal4. It’s about change5. Engage some helpers6. It’s about comfort7. It’s about

communications8. It’s about support9. It’s about fun!10.It’s about listening, but

…11.You’re never done12.It’s about sharing

Page 56: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

56

About Me• President, Susan Hanley LLC• National Practice Lead: Portals,

Management Collaboration, and Content practice at Dell

• Director of Knowledge Management at American Management Systems

• Information Architecture

• User Adoption• Governance• Metrics• Knowledge

Management• Intranets &

Portals• Collaboration

Solutions

susanhanley

[email protected] www.networkworld.com/blog/essential-

sharepoint

www.susanhanley.comwww.improveit.how

Page 57: We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

General Read

User Adoption Strategies: Shifting Second Wave People to New Collaboration Technology by Michael Sampson

Jakob Nielsen’s Alertbox: http://www.useit.com/alertbox/ (Current Issues in Web Usability) Reference article about social features on intranets:

http://www.nngroup.com/articles/intranet-social-features/ Launch Videos: http://www.scoop.it/t/intranet-launch-videos-and-teasers (Ellen van

Aken) SharePoint and Office 365

Re-Imagining Productive Work with Office 365 by Michael Sampson Fasttrack.office.com Office 365 Network Essential SharePoint 2013 Practical Framework for SharePoint Metrics ImproveIT

User Adoption Resources