The document discusses collaboration using SharePoint and Office 365. It presents a "collaboration spectrum" that ranges from individual to team to enterprise-level collaboration tools like instant messaging, email, social media, team sites, intranets, and document management. It provides an example of how different collaboration tools could be implemented on-premises versus in the cloud. Key considerations for a collaboration strategy are discussed, like user adoption, monitoring tool usage, aligning with business values, prioritizing features, and segmenting users.
2. 3
Adam Levithan
@collabadam
Who Are We?
Joshua Steiner
@JoshuaMSteiner
» Product Manager at
Metalogix
» SharePoint Areas of Interest:
– Use OOTB first- development
second
– Empowering collaboration
across the world
» Favorite TV Show: Dr. Who
» Senior Consultant at Portal
Solutions
» SharePoint Areas of Interest:
– Sharing is Caring: Don’t Send
Attachments
– Term Store: “Metadata in the
cloud”
» Favorite Movie: Memento
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Agenda
› Back to the Future
› Collaboration Spectrum
› Strategy for Success
› Example
› Questions
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Instant Message
Alevithan: Do you use Instant Messenger to
communicate?
SarcasticColleauge: Yes, actually I’m using Instant
Messenger Right now
That’s a really good point
18. 19
Together: The Collaboration Spectrum
Identity/ Authentication
RecordTemporary
TypeofContent
Instant Message
E-Mail
Social
Team Sites/ ExtranetOnline Storage
Intranet
Document/
Records Management
Individual Team Enterprise
Audience
Originally presented at Portal Solutions http://www.portalsolutions.net
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Monitor usage across tools
Celebrate milestones and
successes along the way.
Do not be afraid to set goals. It’s
perfectly acceptable to refine them.
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Different Needs?
Reduced time and rework
involved in creating
proposals
Reduced time and rework
HR form approval status
and tracking
Approval status and
tracking
Central repository for all
TPS reports
Central repository for all …
One to One
Short Questions/ Quick Answers
Does not need to be recorded (sometimes it is recorded)
Benefit – reduce e-mail box
Responsiveness
One to One, One to Many
Short Questions medium questions/answers
Decisions
Sometimes throw away, sometimes can be recorded – depends on where you are for the rules that you follow
Benefit – central place for lots of different types of information
Online storage/ Document Sync – one to many, across the internet/outside of organization, and/or copy on your desktop
Team Site/ Extranet
Many to Many
Tasks, tracking, documents
Search to find at a later date
Creating knowledge, answer questions in the future
Online storage/ Document Sync – one to many, across the internet/outside of organization, and/or copy on your desktop
Team Site/ Extranet
Many to Many
Tasks, tracking, documents
Search to find at a later date
Creating knowledge, answer questions in the future
Online storage/ Document Sync – one to many, across the internet/outside of organization, and/or copy on your desktop
Team Site/ Extranet
Many to Many
Tasks, tracking, documents
Search to find at a later date
Creating knowledge, answer questions in the future
Few to many
Corporate answers
Official corporate point of view
One place to look
many to Few
Business requirements
Official corporate point of view
One place to look
Avoid chasing the latest trends: Keeping pace with industry trends and frameworks is critical for many service organizations to deliver value. If users feel you’re constantly switching tools on them, they’re likely to become frustrated and will hesitate to adopt. They will reason that the new tool is simply the flavor of the month and that the spark will fade out before long.
Create an enjoyable user experience: If employees don’t like using a collaboration tool, you’re facing an uphill battle for adoption. The most widely adopted tools are designed with the user in mind. Choose a platform that resonates with users and balances form and function.
Monitor usage across tools: Whenever possible, make data-driven decisions based on usage and user experience research. Avoid making assumptions about what we think works best and run reports to understand what tools and their specific features are most commonly used.
Map needs to organizations
Map those to your organization
One-size-fits-all training: As you build awareness for your new system, it’s a big mistake to treat everyone the same. When introducing a corporate intranet, people are going to start at different levels of familiarity with the interface.For many large companies, it may be too costly to provide one-on-one training, but there are still creative ways to tailor training to each user’s needs. The key in striking the budget balance is to take the time to segment your users, technically and demographically. Figure out their proficiencies, put them in different buckets and then define a training curriculum or track (i.e., beginner, intermediate, advanced, expert).
While age differences may have some bearing on initial proficiency, avoid assuming that your youngest, most tech-savvy users don’t require training. You might find that while many millennials may have had exposure to the latest digital workplace tools, it doesn’t mean they have the context to begin incorporating it into their work activities.
One-size-fits-all training: As you build awareness for your new system, it’s a big mistake to treat everyone the same. When introducing a corporate intranet, people are going to start at different levels of familiarity with the interface.For many large companies, it may be too costly to provide one-on-one training, but there are still creative ways to tailor training to each user’s needs. The key in striking the budget balance is to take the time to segment your users, technically and demographically. Figure out their proficiencies, put them in different buckets and then define a training curriculum or track (i.e., beginner, intermediate, advanced, expert).
While age differences may have some bearing on initial proficiency, avoid assuming that your youngest, most tech-savvy users don’t require training. You might find that while many millennials may have had exposure to the latest digital workplace tools, it doesn’t mean they have the context to begin incorporating it into their work activities.
Assuming that “if you build it, they will come”: Developing a great intranet isn’t enough. For employees to get on board, they need to know exactly how they would benefit from using the platform. They need to see the direct correlation between using the technology and how it can reduce or eliminate a known pain-point, like spending a lot of time looking for information. Think of user adoption as you would pitch an investor – you’ve got two minutes to convince (read: show) employees how behind the technology is a new and improved process.
No visible progress: When companies implement new technologies without a clear understanding of what the finish line looks like, success becomes a moving target, or worse – unachievable. Do not be afraid to set goals. It’s perfectly acceptable to refine them during the first year a system has rolled out as data becomes available. It’s not just managers that are interested in the weekly metrics reports. Employees want to know how the organization is performing and how they can move the needle. Make your usage reports easily accessible and celebrate milestones along the way.
Lack of executive sponsorship: When a company’s leaders don’t have a presence on your corporate intranet, employees throughout the organization take notice. It sends a message to the organization that using the intranet is secondary and not a value-added activity. The more visible your senior leaders are in your system, the more adoption you’re likely to see.
Focus on scaling successes: Once you identify what collaboration tools are working best for your users, look for ways to replicate that success. The “fail fast” philosophy used by many successful start-up companies is reliant on having no reservations about pivoting your strategy. If you observe several months of low/no usage, don’t be afraid to abandon a tool. Instead invest that time and energy into tools that go viral with your users.
Create a Long-Term strategy for adoption
Utilize governance organizations to organically grow
Dedicate business focused resources to adoption process
Focus on scaling successes
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