Our Intranet on Confluence Wiki

Subhash Mathur – Pershing, LLC

May 18, 2010

©Copyright 2007, Pershing LLC, member FINRA...
A Brief Background



 US Locations in 10 States            World Locations

       AZ                           Australia...
Our Wiki Journey: 2005 - 2007
   > Late 2005:
     Evaluate Collaboration Tools
   > Year 2006:
     Selected Confluence
 ...
Our Wiki Journey: 2008 – The Year of Governance

> Governance Needs                             > Platform Leverage
  No a...
Our Wiki Journey: 2009 – Intranet comes on Wiki platform

Initiated Intranet
Transition Project
User Testing
Redesign & De...
Intranet Highlights
   > Dynamic Intranet
     CEO’s Blog
     Active Interactions
   > Deeper Content
     Company-wide D...
Intranet Highlights
 > Dynamic Intranet
   CEO’s Blog
   Active Interactions

 > Deeper Content
   Company-wide Dashboard
...
Intranet Highlights
 > Dynamic Intranet
   CEO’s Blog
   Active Interactions

 > Deeper Content
   Company-wide Dashboard
...
Intranet Survey Results

   A lot changed in our Intranet.
          But, what do the associates say . . .
The new site is...
Challenges faced
                > Uncontrolled expansion vs. Governance
                    –  Need for a systematic grow...
Challenges faced
                                > Training, training, training
                                   –  Spac...
Challenges faced
                          > Search-Results Overload
                                –  Large content impa...
Challenges faced
                         > Performance issues with V 2.6
                                –  Upgrade to V ...
Lessons Learned
 > Promote Collaboration                > Manage the growth
     –  Knowledge Sharing vs. Content     –  D...
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Building a Culture of Collaboration: The Perishing Intranet - Atlassian Summit 2010

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Building a Culture of Collaboration: The Perishing Intranet

Featuring Subhash Mathur, Pershing LLC - a BNY-Mellon Company

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Building a Culture of Collaboration: The Perishing Intranet - Atlassian Summit 2010

  1. 1. Our Intranet on Confluence Wiki Subhash Mathur – Pershing, LLC May 18, 2010 ©Copyright 2007, Pershing LLC, member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. The information contained herein is proprietary to Pershing LLC and may not be reproduced or distributed. 1
  2. 2. A Brief Background US Locations in 10 States World Locations AZ Australia CA – LA & SF India CO Ireland FL – Lake Mary, Boca Raton UK IL London MA Liverpool NC NJ – JC Head Quarters, FP Singapore NY PA Your Business Without Limits™ 2
  3. 3. Our Wiki Journey: 2005 - 2007 > Late 2005: Evaluate Collaboration Tools > Year 2006: Selected Confluence Beta Test of Wiki > Year 2007: Pushed Beta to Technology Community Gave it a new look Provided On-Line Help We were asked to put a Governance Framework in place Your Business Without Limits™ 3
  4. 4. Our Wiki Journey: 2008 – The Year of Governance > Governance Needs > Platform Leverage No anonymous access Ease of Use Need-to-Know Doctrine Vs Knowledge Sharing Traceability Collaboration Monitoring Interactive Environment Governance Model Authenticated access only Terms of Use explains data security for policy compliance User Groups reflect Pershing Organization Structure Space Owner Training for Access Control Management Periodic Review Process Peer Policing Your Business Without Limits™ Page 4
  5. 5. Our Wiki Journey: 2009 – Intranet comes on Wiki platform Initiated Intranet Transition Project User Testing Redesign & Development Effort Pershing Intranet Launched New Design Corporate Branding Your Business Without Limits™ Page 5
  6. 6. Intranet Highlights > Dynamic Intranet CEO’s Blog Active Interactions > Deeper Content Company-wide Dashboard Other Dashboards Business Unit Areas Your Business Without Limits™ 6
  7. 7. Intranet Highlights > Dynamic Intranet CEO’s Blog Active Interactions > Deeper Content Company-wide Dashboard Other Dashboards Business Unit Areas > Associate Engagement Highlights Feedback Celebrations Your Business Without Limits™ Page 7
  8. 8. Intranet Highlights > Dynamic Intranet CEO’s Blog Active Interactions > Deeper Content Company-wide Dashboard Other Dashboards Business Unit Areas > Associate Engagement Highlights Feedback Celebrations > Richer Content Senior’s Insights - articles Celebrations – image Galleries FYIs - Video Clips Metrics - charts Your Business Without Limits™ Page 8
  9. 9. Intranet Survey Results A lot changed in our Intranet. But, what do the associates say . . . The new site is seen as an improvement “I think they did a really good job compared to what it used to be.” “It’s much better than it used to be … [the old site] was dull and boring and static.” “It’s a long way from where it used to be in terms of communication.” Look and feel garnered much praise "makes me want to look at it… to use it“ “I like the colors. They’re nice, soft. It gives me a kind of relaxing feeling. That’s important.” “Visually, it’s more appealing than the old blue and other graphics.” “Overall, I like it. It’s a vast improvement from the old Pershing site.” Your Business Without Limits™ Page 9
  10. 10. Challenges faced > Uncontrolled expansion vs. Governance –  Need for a systematic growth plan –  Pro-active Governance Model June Your Business Without Limits™ 10
  11. 11. Challenges faced > Training, training, training –  Space structuring –  Available Macros –  Basic Wiki Editing June Your Business Without Limits™ 11
  12. 12. Challenges faced > Search-Results Overload –  Large content impacts Search –  Live Search helps a lot June Your Business Without Limits™ 12
  13. 13. Challenges faced > Performance issues with V 2.6 –  Upgrade to V 3.0.2 major improvement June Your Business Without Limits™ 13
  14. 14. Lessons Learned > Promote Collaboration > Manage the growth –  Knowledge Sharing vs. Content –  Define Strategy Management –  Create Tactical Framework –  Value-Add from group   Governance participation   Structuring –  Open Culture   Training –  Encourage knowledge   Metrics contributors –  Steward Scale-Up   Select Use-Cases   Pilot   Iterate > Provision for User Support   Roll out (Techies raise the bar) –  Designs & Templates –  Use appropriate Plug-Ins –  User Help   On-line   Class-room   Best Practices Your Business Without Limits™ 14

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