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Enterprise Social Networking: Strategy and Implementation with SharePoint 2013

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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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Enterprise Social Networking: Strategy and Implementation with SharePoint 2013

  1. 1. Credera is a full-service management and Dallas Office Houston Office Austin Office Denver Office 15303 Dallas Parkway 800 Town & Country Blvd 9020 N Capital of Texas Hwy 5445 DTC Parkwaytechnology consulting firm. Our clients range Suite 300 Suite 300 Suite 345 Suite 1040from Fortune 1,000 companies to emerging Addison, TX 75001 Houston, TX 77024 Austin, TX 78759 Greenwood Village, CO 80111industry leaders. We provide expert, objectiveadvice to help solve complex business and 972.692.0010 Phone 713.496.0711 Phone 512.327.1112 Phone 303.623.1344 Phonetechnology challenges. 972.692.0019 Fax 713.401.9650 Fax 512.233.0844 Fax 303.484.4577 Fax
  2. 2. Enterprise SocialNetworkingStrategy and Implementation with SharePoint 2013Dallas, TXApril 4, 2013
  3. 3. Welcome & Introduction …Jesus Salazar is a Principal with Credera’s Microsoft Solutions Practice and helda 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 3
  4. 4. Welcome & Introduction …Will Stokes is an Architect with Credera’s SharePoint Practice and has beendeveloping 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 4
  5. 5. Credera Twitter Contest …What is the biggest reason to upgrade to SharePoint 2013?“ – Tweet us youranswer 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 5
  6. 6. Agenda …Thank you for coming – we hope you find our discussion insightful and walkaway with a couple of things your organization has not yet thought of• Social Networking Overview• SharePoint Social Features• Demo• Implementation Best Practices• Conclusion Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 6
  7. 7. Social Networking Overview Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 7
  8. 8. Social Networking Overview … Definition …Enterprise Social Networking enriches an organizations ability to generate andshare content in a much more rapid and dynamic fashion Enterprise Social Networking focuses on the use of online social networks or social relations among people who share business interests and/or activities … 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. Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 8
  9. 9. Social Networking Overview … Famous Quotes …The paradigm of taking people out of processes for efficiency has been replacedby 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 9
  10. 10. Social Networking Overview … History…In an effort to scale to the amount of data we consume, the creation and sharingof information has shifted from institutionally controlled to consumer controlled Old Way New Way ... publish Distributed Centralized Mediation Mediation Institutional Consumer Control Shift Control Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 10
  11. 11. Social Networking Overview … The Value of Social Networking …Enterprise Social Networking allows users to intuitively provide, gather, andorganize context across an organization People Decisions and Tips & Tricks Reasoning PitfallsKnowledge InnovationBase Tacit Knowledge CONTEXT Feedback Problem Solving scheduling, resource management, record keeping … Enriched Technology Address Gaps Flexibility Content Process Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 11
  12. 12. Social Networking Overview … Information Safety Net …Enterprise Social captures lost wisdom by acting like a safety net to ensure tacitinformation is gathered and shared with those who would benefit from it People Technology Process Enterprise Social Networking Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 12
  13. 13. Social Networking Overview … Myths and Misconceptions …Myth #1: Social Networking in the workplace is a distraction that will decreaseproductivity 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 13
  14. 14. Social Networking Overview … Myths and Misconceptions …Myth #2: Nothing beats picking up the phone or meeting face to face – SocialNetworking will give our employees an excuse to completely avoid each other Probability of communicating at The goal of Social is to “Normalize” If people are too least once a week distance and help knowledge Face to Face time often results in disconnected, siloed thinking occurs sharing occur at a more optimal Groupthink or stifles innovation Face to Face and innovation is stifled again level0.300.250.200.150.10 Siloed Workers0.050.00 0 30 60 90 ... Separation distance in feet Tom Allen, MIT, 1977 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 14
  15. 15. Social Networking Overview … Myths and Misconceptions …Myth #2: Nothing beats picking up the phone or meeting face to face – SocialNetworking will give our employees a way to completely avoid each other Didn’t know that, great Funny, I’ve got idea! the same idea. I’ve got an idea! Did you know? Ref: “The Strength of Weak Ties”, Granovetter, 1973 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 15
  16. 16. Social Networking Overview … Myths and Misconceptions …Social Networking blurs the lines of proximity and the strength of ties and putsall teams on an optimized playing field where these things don’t matter as much Apart Time-Space Collaboration Matrix Bulletin Board Email, Intranet Not Enough Scalability Collaboration Time Together Phone, SMS, Conference Face to Face Line, IM Groupthink Knowledge Capture Together Apart Space Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 16
  17. 17. Social Networking Overview … Myths and Misconceptions …Social Networking blurs the lines of proximity and the strength of ties and putsall teams on an optimized playing field where these things don’t matter as much Connected Enterprise = Business Agility Not Enough Scalability Collaboration Groupthink Knowledge Capture Ref: Mark Stone, Microsoft Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 17
  18. 18. SharePoint 2013 Social Features Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 18
  19. 19. SharePoint 2013 Social Features ...SharePoint 2013 brings best of breed social capabilities in a single solution tobe coupled with its industry leading collaboration platform Our Favorite Social Features Communities Profiles • Points, Badges, Best Replys, Likes • Topics • OneNote • Activity feed • Task Management • Notifications • Configurable Profile UI • Documents in SkyDrive Search Social • People search • Follow • Community Search • Mentions • Preview of Best • Hashtags • Related Tags Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 19
  20. 20. SharePoint 2013 Social Features ... Yammer …Last year Microsoft signaled how serious they are taking Enterprise Social byacquiring Yammer and starting along a very exciting roadmap Today Tomorrow Future “Yammer is our big bet for enterprise social, and were committed to making it the underlying social layer for all of our products” – Jared Spataro, MOD Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 20
  21. 21. Demo Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 21
  22. 22. Demo … ScenarioThe best way to showcase SharePoint 2013 Social features is by walking youthrough the day of an average employee 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 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. Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 22
  23. 23. Implementation Best Practices Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 23
  24. 24. 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 Tactical Strategic General Project DurationProject BudgetManagement Scope Executive Sponsorship ROI Technology ScopeBusinessImpact Cultural Shift Highest Order Benefit Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 24
  25. 25. Implementation Best Practices … Strategic Success Factors …For a Strategic social Initiative, you need to have support on many fronts inorder to have a successful implementation Success Factors for Strategic Social Successful Strategic Social Implementation Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 25
  26. 26. Implementation Best Practices … Social Solution Evolution …Since user adoption and critical mass is so important, how do you know whenyou 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 Social Solution Evolutionary PathAt Risk Sustained Evolving Integrated• Inconsistent • Ongoing Use • Broadening • Mission Critical usage • Some risk of Scope • High Ratio of• Poor relapse • Little to no contributors and response/partici • Dependent on dependency on observers pation one person Originator According to Gartner, “Sustained” means that you have roughly a usage ratio of 1 : 9 : 90 (initiating : participating : observing) for your solution Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 26
  27. 27. Implementation Best Practices … What to Expect …What can you expect when rolling out a Strategic “Social” initiative? • 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 Opportunistic Typified Externalized • Twitter Style • Communities Forming • Externalized Bursts • Strong Project Collaboration Social • People reaching • Various “Monitored” channels Collaboration out of their Silos • Mission Critical on Many Fronts0-2 Months 6 Months 12 Months Ref: Gartner Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 27
  28. 28. Implementation Best Practices … Key Ideas …A social initiative has some dynamics that are different from other types ofprojects• 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 28
  29. 29. Implementation Best Practices … Key Ideas …A social initiative has some dynamics that are different from other types ofprojects• 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! 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 29
  30. 30. 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! Social Governance Principles Less Measure based Set the Keep it simple! control/More on your goals appropriate tone Leadership Enterprise Social Governance Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 30
  31. 31. Conclusion Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 31
  32. 32. Conclusion …Moving towards Enterprise Social will feel a lot like you are giving up control butremember, 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!!! Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 32
  33. 33. About Credera …Our clients hire us to own their toughest problems; they retain us because wekeep our promises Management & Technology Consulting Firm Microsoft Solutions Offerings • MS Gold Certified Partner • Custom Application Development • Member of Microsoft’s SharePoint • Enterprise Portal Design & Implementation Development Advisory Council (DAC) • eCommerce • IW Competency (Microsoft’s Corporate • SOA & Business Process Integration SharePoint Certification) • Customer Relationship Management (CRM) • Certified provider of SharePoint Deployment Planning • Business Intelligence & Data Warehouse • Established 1999 • Offices in Dallas, Houston, Austin, Denver Client Sampling 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 Credera - SharePoint TechFest 2013 – Enterprise Social Networking April 4, 2013 33
  34. 34. Thank you for attending!Please complete the evaluations. Contact Information: Jesus J Salazar - jsalazar@credera.com Will Stokes – wstokes@credera.com www.credera.com Follow us on @CrederaMSFT Blog: http://blogs.credera.com Careers: http://careers.credera.com
  35. 35. Credera is a full-service management and Dallas Office Houston Office Austin Office Denver Office 15303 Dallas Parkway 800 Town & Country Blvd 9020 N Capital of Texas Hwy 5445 DTC Parkwaytechnology consulting firm. Our clients range Suite 300 Suite 300 Suite 345 Suite 1040from Fortune 1,000 companies to emerging Addison, TX 75001 Houston, TX 77024 Austin, TX 78759 Greenwood Village, CO 80111industry leaders. We provide expert, objectiveadvice to help solve complex business and 972.692.0010 Phone 713.496.0711 Phone 512.327.1112 Phone 303.623.1344 Phonetechnology challenges. 972.692.0019 Fax 713.401.9650 Fax 512.233.0844 Fax 303.484.4577 Fax

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