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20130427 What's Your Social IQ?

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  • 1. What’s your Social IQ? –Succeeding with SharePoint Social27 April 2013Chris McNulty & Sadie Van Buren
  • 2. BlueMetal is theSpecial Forcesof software development.- Adam Ross, NASDAQ
  • 3. Dell Software | SharePoint
  • 4. Key TopicsHow can wesucceed?Decisions &extent
  • 5. WHAT IS SOCIAL?And what should it be?
  • 6. Social By Any Other Name• Collaboration• Knowledge Management• Networking• Expertise• Content Creation• Content Consumption• Information Management
  • 7. Portal Design, Then and Now(David Hackett Fischer’s influence)Roof Hood, 1700s House, Victoria County UK(source: www.victoriacountyhistory.co.uk) ©University of London1700’s 2000’sRoof Hood, Milton, Massachusetts 2012(Source: Chris)
  • 8. Classic SharePoint Information ArchitectureHomePortalDept DivisionProject/Team SitesPersonal/My Sites
  • 9. Socially Responsible SharePoint Information ArchitectureMy SitesCommunity SitesProject and Team SitesDepartmentRepositoryHome
  • 10. Social is “just” working & talking together, using technology.Don’t leave it in the wings -- bring it to center stage!
  • 11. WHY DO IT?Business Cases for Social
  • 12. 19Users aren’t satisfied with social functionality to date15.7%Satisfaction with social,workflow, apps, BI63%Satisfaction withtraditionaldocumentcollaboration
  • 13. 20Gains in productivity could be considerable$900 billion -$1.3 trillionPotential annual valueadded by correctlyimplementing socialtechnologies in theconsumer packaged goods,consumer finance,professional services, andadvanced manufacturingmarkets20-25%Rise in productivity ofhigh-skill knowledgeworkers by fullyimplementing socialtechnologies
  • 14. If your organization is…• Geo-distributed• Chrono-distributed• Large in size• Rife with unbrowseable content• In need of velocity• Wishing to preserve context• Favorable to crowd-sourcingYou have a business case for Social.
  • 15. Social Functionality in SharePoint 2013• Collaborate directly in thesocial interface• Use @targets for peopleand #hashtags for topics• Easily post links, docs,video, pictures andpictures• Share “in place” instead ofmoving• Follow people, sites, tags –and documents
  • 16. DEMO
  • 17. WHAT ARE OTHERS DOING?Social Maturity
  • 18. People and CommunitiesLevel Competency500OptimizingUsers can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities /conversations extend to external participants.400PredictableProfile fields may integrate with LOB data. MySites are centralized (only one instance). Communities flourish undergovernance. Community sites are easily discoverable via a directory and Search. Notion of subscription – to groups,topics, people. Org chart is dynamic.300DefinedCustom profile fields reflect company culture; photos are updated from central source.MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.200ManagedMySites rolled out to pilot groups or users. Out-of-box profiles implemented. Community spaces may be piloted.100InitialBasic profile data imported from AD or other source. MySites host not created. Manually-created org chart is publishedin SP. Email distribution lists are the hub of community activity.The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (thevirtual spaces that support particular areas of interest that may span or fall outside the organizational structure).26Unified Community ExperienceIndividual NeedsAvailability of tools enterprise-wide
  • 19. Social Maturity increases over years of use
  • 20. Social Maturity is higher for the largest and smallest orgs
  • 21. Social Maturity is not significantly influenced by budget
  • 22. Barriers to Greater Maturity – People & CommunitiesRoadblocks: Your Governance/Training Plan should include:Not as compelling as what’s on the web Training on what is availableFear that it will be as compelling as what’s on the web File type limits, file upload size limitsWeb accountability policyBasic information & photos not available Photo policy, reportingMore complex information not available Integration plan10/18/12 - #SharePointSym @sadalit#spmaturity©2010-2012 Sadalit Van Buren 30
  • 23. Upshot - Take the Assessment!2/28/2012 - #spmaturity @sadalit#sptechcon©2010 - 2012 Sadalit Van Buren 31www.spmaturity.com
  • 24. HOW DO WE KNOW IT’S WORKING?Metrics and Reporting
  • 25. Your Collaboration ToolsAre Generating Data –Can You Use It?
  • 26. Specific Measurement• Use BI to measuresocial success• Social isdistributed – useprofiles as proxyfor all usage• SQL ServerReporting Servicessample report
  • 27. DEMOUPS MEASUREMENTShow how built
  • 28. Social is harder to measure in complex systemsCase: Global Financial FirmEnvironment: SharePoint 2010, NewsGator, ControlPointHigh-level goal:Measure effectiveness of the collaboration and social tools• Overall use• Internal customer satisfaction• Overhead reduction• Q&A value
  • 29. The Solution Must Aggregate Multiple Systemsand Consider Multiple StakeholdersGoals for the BI solution:- Centralized- Timely- Accurate- Easy to use- Targeted to constituent groupsStakeholders:- Executives- Community Managers- SharePoint Center of Excellence- IT & User Support- Human Resources
  • 30. Questions Go Beyond ROI toTransformative Nature of These TechnologiesWhat percentage of employees have complete profiles?Who are the most active contributors?What are the most active communities?Who are the most followed individuals?Who has the most colleagues?What is the average time to answer a question?How is the quality of the question and of the answer?What functionality is NOT being used?Who is NOT using the systems?How usable is the data being generated?Which communities have above or below average participation?Are people using this to expand their network? Is it increasing their reach?What percentage are watching vs. creating?Which tags and activity types are trending?Which communities is my employee an owner, manager, or member of?Which of my employees are the most active in communities or Q&A?All data – slice by title, geographical location, business unit, tool, manager, and many others (22 in all)Correlate social data to email and phone calls for people in effective communities
  • 31. Upshot - Get To Know Your BusinessYou’ve improved collaboration and communication with your social systems –Now quantify the data.- Plan for analysis of your social systems- Identify the constituents, questions and the metrics- Assess your current state
  • 32. HOW CAN WE SUCCEED?Decisions and Extent
  • 33. Considerations• Infrastructure• Administration– Quotas• IA Complexity– Structural vs.– organizational vs.– taxonomical• Security complexity– then vs. now• Cultural– Training– SkyDrive vs. SkyDrive Pro– Pervasive newsfeed• External Users– Options– Gotchas• Success Factors– Geo/chrono disp– Tech friendly– Interactive
  • 34. Social engineeringSharePoint SocialUserProfileServiceSearchOffice WebAppsDistributedCache
  • 35. Social Administration - Quotas• Check quotas basedon errors, usagepatterns• Default is 100MB• 1GB probably better!
  • 36. User training : SkyDrive and SkyDrive Pro• It’s not: SkyDrive• Free Microsoft file storage in cloud• SkyDrive Pro (labeled as ‘SkyDrive’)• User personal file storage on SharePoint2013 OR Office 365• SkyDrive Pro• Offline clients sync from Office 2013,Windows 8, iOS coming early 2013 (SPC12,ZDNet)
  • 37. User training – Learning to share…• 2010:– Share by moving copyingor email• 2013:– Save a document – topersonal or team site– Simple way to share it witheveryone – a/k/a ”Share”
  • 38. IA Complexityhttps://collab – web application for extranet My SitesCustomers (managed path)SharePoint FarmSites (managed path)Customer A (site collection)https://intranet – web application for intranetProject 1Project 2Project 3AdminCustomer B (site collection)HomeDepartmentsProductsR&DProduct 1Product 2SearchProject 1Project 2HRITFinancePerson 1Person 2Person 3…
  • 39. IA ComplexityLee MasonVP ofAdministrativeServicesPat JohnsonVP of ProductDevelopmentAlan SmitheeCEOMatt BeanDirector, R&DPamela ReedDirector of HRJack RackhamDirector of SalesWei-en ChangDirector of ITJamie TyrellResearchAna NgDB AdminJesus ColonResearchDanCunninghamDirector ofFinanceBob SmithResearchJohn DexterResearchGreta BienfangResearchSteve VanasseVPBrian HarveyResearchMark CharetteResearchJeff Van NessResearchMary SoaresResearchAtul SelvaDirector,OperationsRaj HandattuManagerHelen MaldivesResearch
  • 40. IA ComplexityCompany
  • 41. IA Complexityhttps://collab – web application for extranet My SitesCustomers (managed path)SharePoint FarmSites (managed path)Customer A (site collection)https://intranet – web application for intranetProject 1Project 2Project 3AdminCustomer B (site collection)HomeDepartmentsProductsR&DProduct 1Product 2SearchProject 1Project 2HRITFinancePerson 1Person 2Person 3…Lee MasonVP ofAdministrativeServicesPat JohnsonVP of ProductDevelopmentAlan SmitheeCEOMatt BeanDirector, R&DPamela ReedDirector of HRJack RackhamDirector of SalesWei-en ChangDirector of ITJamie TyrellResearchAna NgDB AdminJesus ColonResearchDanCunninghamDirector ofFinanceBob SmithResearchJohn DexterResearchGreta BienfangResearchSteve VanasseVPBrian HarveyResearchMark CharetteResearchJeff Van NessResearchMary SoaresResearchAtul SelvaDirector,OperationsRaj HandattuManagerHelen MaldivesResearchCompany
  • 42. Library Permissions, Then and Now2010 and earlier 2013 and after
  • 43. User navigation behaviors
  • 44. OptionsComplement/supplement/extend model- Complement- Colligo- Dell- Supplement- NG- Yammer- Extend- Neudesic Pulse
  • 45. Future Decisions• SP vNext (2014)• Yammer– Office 365 – Newsfeed will have the option to connect toYammer.– On-premises – necessarily becomes a hybrid approach w/cloud
  • 46. Upshot – Now or Later?• Are you ready to move to SP 2013 social now, or willing towait?
  • 47. thank you!• Questions and Next Steps• This deck:http://sdrv.ms/Z02dbW• Giveaway!• Sadie (@Sadalit)– svanburen@bluemetal.com– http://amatterofdegree.typepad.com– www.spmaturity.com• Chris (@cmcnulty2000)– Chris_mcnulty@dell.com– http://www.chrismcnulty.net/blog
  • 48. More information• Today’s Session -http://sdrv.ms/Z02dbW• SharePoint architecture designpatterns in Chris’ e-book entitledSharePoint 2010 Consultant’sHandbook – A Practical Field Guide– Get your free copy herehttp://www.quest.com/get-chris-book