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Webinar 5 steps for choosing the right social software platform

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  • 1. 5 Steps for Choosing the Right Social Software Platform
    Determine your collaboration strategy and the right platform will follow
  • 2. #socialbiz
    Twitter hashtags
    www.liquidhub.com
  • 3. LiquidHub . . . Fueling Business Transformation
    Differentiators:
  • 4. Our Presenter
    Cathy InghamTechnology Manager, LiquidHub
    Extensive IT management experience in social
    media, project management, Business Intelligence
    and data warehousing
    Industry expertise in pharmaceutical, healthcare &
    financial services
    Member of the Board of Advisors for LiquidHub’s
    charitable arm, LiquidHelp
  • 5. Agenda
    The importance of strategy
    The make vs. buy decision
    The required cultural change
    Choosing a platform: a client example
    Preliminary research in the space
    Vendor demos
    Testing in sandbox sites
  • 6. Importance of Strategy
    Define your objectives and vision for using social media
    How will social media fit in to the overall business strategy?
    • Identify the business need
    What business problems are you attempting to solve?
    Map strategy to requirements
    What social communities will be deployed?
    What features are needed in the communities?
    Who will be members of the communities?
    Who will be allowed to do what within the community?
    • Evaluate vendor products based on the requirements
  • Make vs. Buy Decision
    Existing social networks
    Enterprise applications with social features
    • Social software suites
  • Market Research – A Varied Vendor Landscape
    There are large number of vendors, but products tend to fall into categories:
    Targeted at a specific customer base
    Educational institutions or law firms
    Focused on specific business applications
    Career networking, corporate events, or customer support
    Oriented from an individual user's perspective vs. a community perspective
    Primarily social vs. collaboration vs. a balance of both
    “Social Collaboration“
  • 7. Change Management: People, Process & Technology
    Many people have already embraced social media at home
    Are businesses ready for the same type of communication?
    • Cultural, infrastructure and process changes are necessary to support social collaboration.
    • 8. Many companies have already moved to a more open, collaborative and multi-directional model of communication.
    • 9. According to Forrester, in 2010, nearly one-third of enterprises will officially support internal and/or external social networking.
    Ref: Koplowitz, Rob. Enterprise Social Networking 2010 Market Overview. Forrester Research, Inc. April 22, 2010.
  • 10. Choosing a Platform: Client Profile
    Biopharmaceutical Professional Association
    18,000 users worldwide
    Collaboration for special interest groups
    The Business Problem
    Difficult to collaborate in email
    Difficult to share files among the group
    No central collaboration space
    Point of Pain: Multiple products used for different aspects of collaboration with no single sign on capability
  • 11. High Level Requirements
    • Community home page / collaboration space
    • 12. Social apps: discussion forum, blogs, member profiles
    • 13. Collaboration: file sharing
    nested file folders
    migrate content from existing repositories
    • Event calendar
    • 14. Separate “Group Spaces” for sub-group collaboration
    • 15. Multilingual including support for Japanese & Chinese characters
    • 16. Totally white-label, branded for the client
    • 17. Easy to use and administer
    • 18. Analytics & reporting capabilities
  • Preliminary Research: from 100+ to 26
    Identify vendors in the space that meet client requirements
    Research vendor websites
    Analyst white papers & ratings
    Consumer ratings
    Industry experts
    Sources to identify initial pool of vendors
  • 19. More Scrutiny: from 26 to 15 to 10
    Conduct vendor conference calls: from 26 – 15
    Describe project requirements to vendors
    Deeper dive analyzing vendor website and materials
    Further research of customer feedback, analyst ratings and commentaries
    Conduct vendor demos: from 15 – 10
    Analyze how the vendor products meet each requirement
    Begin rating features for quantitative analysis
  • 20. Sandbox Testing: from 10 to 5
    Build sandbox test environments for 10 vendor products
    Vendors provided with high level requirements and UI visual design
    The speed at which some vendors were able to stand up the sites using our design and feature requirements was informative
    • Test vendor products
    Hands-on testing as to how well they meet client business requirements
    Evaluate ease of administration and configuration
    Drag & drop administration
    Evaluate analytics and reporting capability, minimally:
    Is the vendor currently capturing data
    On product roadmap to build out reporting
  • 21. RFP process: from 5 to 3
    Sign NDAs with vendors
    Two vendors dropped during NDA negotiations
    Issue RFPs to 5 vendors
    Review / rate RFP submissions
  • 22. Team Demos: from 3 to 2
    Invite vendors to conduct demos to business areas
    Provide vendor company overview to business areas
    Demo software using sandbox site focusing on client requirements
  • 23. Team Sandbox Testing: from 2 to 1
    Team testing of top 2 vendors
    • Prepare test script for business user testing covering client’s social media requirements
    Conduct detailed reference checks
    IT technical review of products
    Software stability
    Single Sign On integration
    Integration with internal systems
    API
    Security
    Backup / Recovery
    System availability and performance
    Tabulate Comparative Results
    • Recommendation: IGLOO Software
  • Key Deciding Factors for Selecting IGLOO
    Ease of use, administration, and deployment
    File sharing, organization and upload capability
    Organization of files in nested folders
    File / folder drag-and-drop capability (IGLOO “Desktop Client”)
  • 24. Key Deciding Factors for Selecting IGLOO
    Ability to support sub-groups (IGLOO “Group Spaces”)
    Architecture holistically created for social collaboration, and not an evolution into social media from some other legacy application
    Able to support the client’s permission model requirements
    IGLOO’s commitment to project success
  • 25. The Top 5 Steps for Choosing the Right Platform
    Identify the business need: figure out what is driving the need for change
    State your objectives: recognize what you’re trying to accomplish and why
    Map your strategy to requirements: determine which features are required to support your strategy
    Understand the organizational implications: from an operational, technical and cultural perspective
    Use third-party research to shortlist vendors: but vet the list through demonstrations and sandbox testing
  • 26. A Call to Action
    • More and more businesses are deploying social communities.
    • 27. The time is now to begin working to deploy those communities.
    • 28. This will require analysis up front to define your strategy and plan how to incorporate social media into your overall business strategy. This is the key to minimizing risk of a failed social media project.
  • LiquidHub’s Social Media Offerings
    Discovery & Planning
    Ongoing Community Management
    Vendor Product Selection and Implementation
    Social Media
    Education
    Social Media
    Education
    Ongoing Maintenance and Monitoring
    Social Media
    Education
    Define Business Requirements
    Define
    Social Media
    Objectives &
    Vision
    Define
    Social Media
    Objectives &
    Vision
    Reporting and Analytics
    Define
    Social Media
    Objectives &
    Vision
    Conduct Vendor Product Evaluation & Selection
    Define Project
    Scope, Plan,
    Costs, and
    Timeline
    Define Project
    Scope, Plan,
    Costs, and
    Timeline
    Listen,
    Engage,
    and Improve
    Define Project
    Scope, Plan,
    Costs, and
    Timeline
    Implement
    Product &
    Deploy Social
    Communities
  • 29. LiquidHub’s Social Media Offerings
    Discovery & Planning
    Ongoing Community Management
    Vendor Product Selection and Implementation
    Social Media
    Education
    Social Media
    Education
    Ongoing Maintenance and Monitoring
    Social Media
    Education
    Define Business Requirements
    Define
    Social Media
    Objectives &
    Vision
    Define
    Social Media
    Objectives &
    Vision
    Reporting and Analytics
    Define
    Social Media
    Objectives &
    Vision
    Conduct Vendor Product Evaluation & Selection
    Define Project
    Scope, Plan,
    Costs, and
    Timeline
    Define Project
    Scope, Plan,
    Costs, and
    Timeline
    Listen,
    Engage,
    and Improve
    Define Project
    Scope, Plan,
    Costs, and
    Timeline
    Implement
    Product &
    Deploy Social
    Communities
  • 30. Discussion / Questions
    Contact:
    Cathy Ingham
    Technology Manager
    cingham@liquidhub.com
    (610) 715-8308
    LiquidHub | www.liquidhub.com
    Thank You