Implement collaboration and social computing into the Enterprise<br />How we embraced collaboration<br />Scott Carruth<br ...
Topics<br />About Initiate<br />The Business Opportunity<br />The Unique Challenges we faced<br />The Solution<br />Expect...
Initiate Systems, Inc.<br />We enable organizations to strategically leverage and share critical data assets<br />“Initiat...
Organizations Deploy Initiate MDM Solutions to:<br />Improve Strategic Decision Making & Business Agility<br /><ul><li>Use...
We are at Work When You…<br />… Purchase PC & Software<br />… Pick Up Your Prescription<br />… Apply for a Loan<br />… Ear...
Established & Proven with Blue-Chip Organizations<br />Healthcare<br />Government<br />COMMERCIAL<br />HEALTHCARE<br />PUB...
The Business Opportunity<br />
Existing Content Site – That isn’t a real CMS<br />
Our Challenges (and most likely yours as well)<br />Trying to get everyone on the same page<br />Trying to educate everyon...
Top Initiatives (Value/Effort) <br />
Roadmap Prioritization Graph<br />
13<br />Initiate Systems – Roadmap<br />Roadmap<br />MOSS Website<br />Enable Web analytics <br />within SharePoint<br />L...
The Solution<br />
Requirements, Specifications and Scrum Methodology<br />Requirements Elicitation<br />Information Architecture<br />Govern...
Wireframe<br />
A new beginning…<br />
Branding and Consistency<br />Consistent branding throughout the site<br />Consistent and personalized left hand navigatio...
Initiate Knowledge Exchange<br />
Home Page<br />
Employee Resources<br />
Customers & Projects<br />
Customers & Projects<br />
Product/Releases<br />
Team Sites (Ad Hoc Projects)<br />
Functional Areas<br />
Communities<br />
Expected Results<br />
Expected Results<br />Improve collaboration amongst individuals and teams by providing Web 2.0 functionality<br />Ideas<br...
What’s Next for Initiate<br />
What’s Next<br />We have a few more phases to complete on our internal site<br />Phase 2 will add additional web parts and...
Key Takeaways<br />
Key Takeaways<br />Remember, in this day and age, its about the employee and their contributions, not the company<br />Con...
Q & A<br />“Initiate Systems was the best CDI solution that could providethe B2B hierarchy management we needed and meet o...
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Implementing Collaboration And Social Computing Into The Enterprise Microsoft

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Presentation on creating a new corporate intranet based on social networking and content management leveraging SharePoint and NewsGator

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  • As our company grew, we quickly outgrew our existing ‘departmental’ CMS which was really only built for R&amp;D and SupportOur existing site was build on Open Source, we had no one to truly administer the site and there was no governance around the content (GIGO)You could not find anything that was posted up there. Countless times it was like performing an archeological dig to find the right content.As a result, each department was implementing their own solutions to meet their department needs without truly solving the overall problemWith multiple repositories and remote resources to serve we needed a way of consolidating our content and have a solution that fostered collaborating on projects in a more efficient manner
  • Last year, we held a stakeholder meeting with RightPoint and developed the following Top Initiatives for Initiate Systems
  • Which resulted in a prioritization map; the things in green were identified as the easies to accomplish; and for the most part, they are mostly done.
  • We then spent some time gather additional requirements, documenting our information architecture, our governance model and specifications for what we wanted. This resulted in a Product Backlog of requirements. We then secured the budget, formed the team and trained everyone on Agile/Scrum Methodology. We took the backlog and formed 5 ten day sprints. It was planning well worth it.
  • The result of the stakeholder interviews and functional specifications was a series of wireframes that described what we wanted to get accomplished
  • As part of our requirements elicitation process we worked with RightPoint to identify, priority and wireframe our solution. Through this effort, we have created a unified content management platform that promotes collaboration It is focused on the employee, communities and teams over the standard stale corporate Intranet Individuals are responsible for managing their own sites as defined within their specific areaContent and Knowledge is searchable throughout our the siteGovernance of Data and Sites has been established. Which means that certain sites are setup by the individuals, but communities are controlled. Content types have been established and training will be pushed through content leaders
  • Our design principles are based on standard web site designBe consistent in color and brandingBe consistent in menu structure and layoutMake it easy to get to the information that you are after
  • We have a multi faceted approach towards content management. As such, we have extended our branding so that it is integrated across all of our employee sites and solutions. Initiate Knowledge Exchange is actually three separate systems that are integrated. There is the obvious integration between MOSS, Exchange and OCS. But then we extend the integration to IKE Live (our employee training portal) and IKE SE (our Sales Enablement Portal). When an employee accesses IKE 2.0, they see sites and content that start with their immediate needs and that then expands in focus towards the functional areas. They will be able to see who has posted what content and whether they are available via OCS presence. From there we will extend the integration to our external sites (customer, prospect and partner), which utilize a different brand altogether.
  • Implementing Collaboration And Social Computing Into The Enterprise Microsoft

    1. 1. Implement collaboration and social computing into the Enterprise<br />How we embraced collaboration<br />Scott Carruth<br />Vice President<br />Information Systems<br />Gina Sandon<br />Vice President<br />Marketing<br />
    2. 2. Topics<br />About Initiate<br />The Business Opportunity<br />The Unique Challenges we faced<br />The Solution<br />Expected Results<br />Where do we go from here<br />Key Takeaways<br />
    3. 3. Initiate Systems, Inc.<br />We enable organizations to strategically leverage and share critical data assets<br />“Initiate Systems…the most productive live customers.”<br />Leading pure-play CDI/MDM vendor<br />Established 1995<br />Cited as “leader” by Forrester<br />Cited as “visionary” by Gartner <br />200+ customers across 10 market segments<br />Private and Public Healthcare,Healthcare Exchanges<br />Finance, Retail, Hospitality, High Tech,Manufacturing<br />State and Local Government, Intelligence,Law Enforcement <br />Offices in U.S., Canada, EMEA, Asia-Pacific<br />“Initiate…delivers fast timeto value and a relatively lowservice-to-software cost ratio”<br />
    4. 4. Organizations Deploy Initiate MDM Solutions to:<br />Improve Strategic Decision Making & Business Agility<br /><ul><li>Use single trusted views to improve the effectivenessof strategic decision making</li></ul>Improve Customer Service<br /><ul><li>Understand the breadth/depth of customer relationships and make this immediately available to the people, processes and systems that rely on it</li></ul>Achieve Compliance<br /><ul><li>Use single trusted views to improve regulatory compliance processesthat depend on accurate representations of data to function properly</li></ul>Manage Risk<br /><ul><li>Comply with consumers’ privacy preferences and regulatory requirements</li></ul>Lower Operational Costs<br /><ul><li>Improve operating efficiencies and reduce costs through consolidateddata, enabling better business decision making and optimizedbusiness processes</li></ul>Enhance Revenue & Profit<br /><ul><li>Provide single trusted views to the people, processes & applications that most affect revenue, profit and customer loyalty</li></li></ul><li>Initiate Provides an Elegant Solutionto a Complex Problem<br />Proprietary sophisticated technology matches and links records across heterogeneous data sources in real time<br />From this ‘360° view’, Initiate delivers appropriate ‘golden’ record to the right applications in real time<br />By maintaining linkages and golden record we assure data remain accurate and actionable on an ongoing basis<br />We provide tools to search, reconcile, analyze, intuitively view, and automatically manage the data<br />INFORMATION<br />First:<br />Bill<br />Last:<br />Conroy<br />Address:<br />35 West 15th Street<br />City:<br />Toledo<br />State/Zip:<br />OH / 12345<br />Gender:<br />M<br />Age:<br />30<br />1/1/65<br />DOB:<br />INFORMATION<br />Name:<br />B. Conroy<br />35 West 15th Street<br />Address:<br />Toledo, OH 12345<br />Address 2:<br />INFORMATION<br />Name:<br />Bill Conroy<br />35 W. 15th Street<br />Address:<br />Toledo, OH 12345<br />Address 2:<br />INFORMATION<br />Name:<br />William Conroy<br />35 West 15th St.<br />Address:<br />Toledo, OH 12345<br />Address 2:<br />MASTER DATA SERVICE©<br />PROFESSIONAL<br />SERVICES<br />DATA QUALITY<br />Sales<br />CustomerSupport<br />E.R.<br />Initiate provides a cost-effective, rapidly deployable solutionto complex customer data management challenges<br />
    5. 5. We are at Work When You…<br />… Purchase PC & Software<br />… Pick Up Your Prescription<br />… Apply for a Loan<br />… Earn points, loyalty program<br />… Identify Risks<br />… File Insurance Claims<br />… Register a Patient<br />
    6. 6. Established & Proven with Blue-Chip Organizations<br />Healthcare<br />Government<br />COMMERCIAL<br />HEALTHCARE<br />PUBLIC SECTOR<br />PARTNERS<br />
    7. 7. The Business Opportunity<br />
    8. 8. Existing Content Site – That isn’t a real CMS<br />
    9. 9. Our Challenges (and most likely yours as well)<br />Trying to get everyone on the same page<br />Trying to educate everyone on content and information management<br />Different departments had for so long been responsible for their own needs; trying to change this has been a challenge; we still have some silos to take down<br />Unstructured knowledge (wikis) are the thing – easy to use, hard to filter, hard to track change<br />Documents were plentiful, “Which version do you have?” and “Where did you find that presentation?”<br />Individuals and departments would not be receptive to change<br />Individuals would resist <br />
    10. 10. Top Initiatives (Value/Effort) <br />
    11. 11. Roadmap Prioritization Graph<br />
    12. 12. 13<br />Initiate Systems – Roadmap<br />Roadmap<br />MOSS Website<br />Enable Web analytics <br />within SharePoint<br />Lead Management<br />Web HostingModifications<br />RSS Feeds<br />MOSS Audit<br />Search Engine <br />Optimization<br />MOSS Intranet/Portal<br />Prospect Portal<br />Insight Intranet to MOSS (Intranet Foundation)<br />Project Portal<br />Customer Knowledge <br />Center Portal<br />Partner portal<br />Trade Show <br />Portal<br />Enable Document <br />Management<br />Exchange <br />Assessment<br />External User access<br />Prospect-to-customer <br />hand-off<br />Active Directory & ExchangeManagement<br />Competitive intelligence <br />blog for sales<br />Content & Information Architecture<br />Video Sharing & Podcasts<br />Identity Management / <br />single sign on<br />SAVO/MOSS/SFDC/QuickAarow/<br />LMS Information Strategy<br />Define Company-wide <br />Information Architecture<br />How do I do my jobcontent<br />Competitive intelligence blog<br />Create sales enablement repository<br />QuickArrow reports w/o heavy lifting<br />Internal Communications<br />Company-wide <br />Calendar<br />Corporate Event Management<br />Customer wins <br />template<br />Employee newsletter <br />(in MOSS)<br />Combined Communication Plan<br />Notifications that <br />something is down<br />Online Facebook /<br /> My Sites<br />External Communications<br />Customer Advisory <br />Board Forum<br />Multiple user controlled opt/<br />out preferences. <br />Eloqua Email Blast Best Practices<br />IT CommunityCollaboration<br />Package <br />Pickup<br />Controlled forums for <br />community customer feedback<br />External blogging to <br />promote thought leadership<br />Workflow<br />Services Methodology Workflow<br />Deal Approval Workflow<br />Content Workflow<br />PHASE 1<br />PHASE 2<br />PHASE 3<br />
    13. 13. The Solution<br />
    14. 14. Requirements, Specifications and Scrum Methodology<br />Requirements Elicitation<br />Information Architecture<br />Governance Model <br />Stakeholder Interviews<br />Functional Specifications<br />Product Backlog<br />Defined Sprints<br />
    15. 15. Wireframe<br />
    16. 16. A new beginning…<br />
    17. 17. Branding and Consistency<br />Consistent branding throughout the site<br />Consistent and personalized left hand navigation <br />Consistent links on every page<br />
    18. 18. Initiate Knowledge Exchange<br />
    19. 19. Home Page<br />
    20. 20. Employee Resources<br />
    21. 21. Customers & Projects<br />
    22. 22. Customers & Projects<br />
    23. 23. Product/Releases<br />
    24. 24. Team Sites (Ad Hoc Projects)<br />
    25. 25. Functional Areas<br />
    26. 26. Communities<br />
    27. 27. Expected Results<br />
    28. 28. Expected Results<br />Improve collaboration amongst individuals and teams by providing Web 2.0 functionality<br />Ideas<br />Social networking, communities<br />Wikis, blogs, status<br />Improve the capturing of tribal knowledge and experience <br />Individuals would contribute if there was an avenue to do so <br />Individuals would contribute if their ideas were actually seen and voted on by their peers<br />Provide a place where all project and team content is captured<br />Improve our ability to find information<br />
    29. 29. What’s Next for Initiate<br />
    30. 30. What’s Next<br />We have a few more phases to complete on our internal site<br />Phase 2 will add additional web parts and functionality for Products and Development, Customers and Projects, etc.<br />Phase 3, will add additional functionality, including a dashboard rollup that is tied to our key initiatives<br />Customer and Partner Portal<br />We will create a my.initiate.com site for customers and implementation partners to engage, this will be tied in with our Customer/Projects site collection<br />We will create a partner.initiate.com portal that marries Salesforce.com and SharePoint Content<br />
    31. 31. Key Takeaways<br />
    32. 32. Key Takeaways<br />Remember, in this day and age, its about the employee and their contributions, not the company<br />Continue to push information to keep staff informed; but allow the employee to control how information is received, control the spam<br />Allow folks to contribute to the stream of knowledge<br />Govern your content and your data; once you allow content to enter without meta data; you have lost control<br />Keep it Simple! Don’t over engineer it! <br />
    33. 33. Q & A<br />“Initiate Systems was the best CDI solution that could providethe B2B hierarchy management we needed and meet our accuracy,performance and scalability requirements” <br />– Tony Ulkekul,
Senior Director, Sales Operations,
Microsoft<br />Gina Sandon<br />VP, Marketing<br />Mobile: +1 312 759 5019<br />Office: +1 312 560 6866gsandon@initiate.com<br />Scott Carruth<br />VP, Information Systems<br />Mobile: +1 512 917 2768<br />Office: +1 512 634 5194scarruth@initiate.com<br />©2009 Initiate Systems, Inc.<br />

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