Using Yammer & SharePoint Intranets to Drive Employee Engagement

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We take a look at what planning for Yammer success really entails, and the importance of a social maturity assessment, community use case planning and a communication plan. We also discuss the value of a Yammer pilot, or SharePoint social on premises where appropriate

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  • Rich Wood has been planning, designing and building enterprise solutions for intranets, extranets, and public internet sites since 1997. Rich is the Director of Perficient’s Web and Social Collaboration Practice (Microsoft), with a focus on the SharePoint and Sitecore platforms. He is a keen advocate for and frequent speaker/writer on information architecture, social business, user experience and web content management. Married and a father of four, Rich enjoys spending time with his wife and family. He is a native of South Milwaukee, Wisconsin and a graduate of Marquette University.
  • Keeping in sync with our topic of CIO and CMO convergence… why would marketing care about ESNs? Often these are internal.Answer? Well, ESN tools can (and probably should) be leveraged for external use too.
  • Enterprise: Shared, common, accessible to all users within an (often large, national or global) organizationSocial: By, for and about peoplePeople to peoplePeople to filesPeople to dataConversations and collaboration around all of the aboveNetworks: Opportunities for many different nodes. Value is in breaking down silos and getting faster, more effective collaboration across those silos.Traditionally an internal facing application
  • People use the tool every day without thinkingThey might still complain. They might still bang their heads. But they use it every day.WHAT YOU ARE ABOUT TO SEE – MICROSOFT SURVEY DATA FROM THE PRODUCT TEAM. SHARED WITH US AT PAB. SAFE FOR PUBLIC CONSUMPTION.
  • People use the tool every day without thinkingThey might still complain. They might still bang their heads. But they use it every day.WHAT YOU ARE ABOUT TO SEE – MICROSOFT SURVEY DATA FROM THE PRODUCT TEAM. SHARED WITH US AT PAB. SAFE FOR PUBLIC CONSUMPTION.
  • People use the tool every day without thinkingThey might still complain. They might still bang their heads. But they use it every day.WHAT YOU ARE ABOUT TO SEE – MICROSOFT SURVEY DATA FROM THE PRODUCT TEAM. SHARED WITH US AT PAB. SAFE FOR PUBLIC CONSUMPTION.
  • People use the tool every day without thinkingThey might still complain. They might still bang their heads. But they use it every day.WHAT YOU ARE ABOUT TO SEE – MICROSOFT SURVEY DATA FROM THE PRODUCT TEAM. SHARED WITH US AT PAB. SAFE FOR PUBLIC CONSUMPTION.
  • People use the tool every day without thinkingThey might still complain. They might still bang their heads. But they use it every day.WHAT YOU ARE ABOUT TO SEE – MICROSOFT SURVEY DATA FROM THE PRODUCT TEAM. SHARED WITH US AT PAB. SAFE FOR PUBLIC CONSUMPTION.
  • People use the tool every day without thinkingThey might still complain. They might still bang their heads. But they use it every day.WHAT YOU ARE ABOUT TO SEE – MICROSOFT SURVEY DATA FROM THE PRODUCT TEAM. SHARED WITH US AT PAB. SAFE FOR PUBLIC CONSUMPTION.
  • Most of SharePoint acquisition and deployment projects are led by IT, and a good portion without significant user training.Training is Vital for Increasing Adoption But is Very Rare – Only 21% Are Trained Today. This can generally lead to adoption failure or disappointing results. Many organizations do not have the resources or proficiency to implement best practices for SharePoint training and engagement. As such, adoption may spread ad hoc from tech-savvy/Gen Y users across their peers, department, and the organization. 35% of Total Users are Learning via Coworkers, and 40% are Rating this method as ‘Very Helpful’.The Best Way to Drive Adoption is to Involve Both IT & Business Units.Organic and Viral AdoptionDrivers: SharePoint solves business challenge, Received work requests/tasks in SP, SharePoint helped co-worker at job, “Power users” naturally tech savvyBlockers: Lack of relevant training, Perceived lack of need for job, Generation gap/lack tech savvyEnterprise/IT Led AdoptionDrivers: Leadership starts to use SharePoint, Needed to better serve clients, Part of Microsoft upgrade cycle, Bad experience with other collab toolBlockers: Lack of resources to train, Insufficient deployment plan, Little user participation/feedback
  • While SharePoint is most regularly acquired and deployed by the organization’s IT department, much of the training and engagement is sometimes practiced and led by the users themselves.Most of SharePoint acquisition and deployment projects are led by IT, and a good portion without significant user training. This can generally lead to adoption failure or disappointing results. Many organizations do not have the resources or proficiency to implement best practices for SharePoint training and engagement. As such, adoption may spread ad hoc from tech-savvy/Gen Y users across their peers, department, and the organization.The Best Way to Drive Adoption is to Involve Both IT & Business Units.Organic and Viral AdoptionDrivers: SharePoint solves business challenge, Received work requests/tasks in SP, SharePoint helped co-worker at job, “Power users” naturally tech savvyBlockers: Lack of relevant training, Perceived lack of need for job, Generation gap/lack tech savvyEnterprise/IT Led AdoptionDrivers: Leadership starts to use SharePoint, Needed to better serve clients, Part of Microsoft upgrade cycle, Bad experience with other collab toolBlockers: Lack of resources to train, Insufficient deployment plan, Little user participation/feedback
  • Most of SharePoint acquisition and deployment projects are led by IT, and a good portion without significant user training.Training is Vital for Increasing Adoption But is Very Rare – Only 21% Are Trained Today. This can generally lead to adoption failure or disappointing results. Many organizations do not have the resources or proficiency to implement best practices for SharePoint training and engagement. As such, adoption may spread ad hoc from tech-savvy/Gen Y users across their peers, department, and the organization. 35% of Total Users are Learning via Coworkers, and 40% are Rating this method as ‘Very Helpful’.The Best Way to Drive Adoption is to Involve Both IT & Business Units.Organic and Viral AdoptionDrivers: SharePoint solves business challenge, Received work requests/tasks in SP, SharePoint helped co-worker at job, “Power users” naturally tech savvyBlockers: Lack of relevant training, Perceived lack of need for job, Generation gap/lack tech savvyEnterprise/IT Led AdoptionDrivers: Leadership starts to use SharePoint, Needed to better serve clients, Part of Microsoft upgrade cycle, Bad experience with other collab toolBlockers: Lack of resources to train, Insufficient deployment plan, Little user participation/feedback
  • Most of SharePoint acquisition and deployment projects are led by IT, and a good portion without significant user training.Training is Vital for Increasing Adoption But is Very Rare – Only 21% Are Trained Today. This can generally lead to adoption failure or disappointing results. Many organizations do not have the resources or proficiency to implement best practices for SharePoint training and engagement. As such, adoption may spread ad hoc from tech-savvy/Gen Y users across their peers, department, and the organization. 35% of Total Users are Learning via Coworkers, and 40% are Rating this method as ‘Very Helpful’.The Best Way to Drive Adoption is to Involve Both IT & Business Units.Organic and Viral AdoptionDrivers: SharePoint solves business challenge, Received work requests/tasks in SP, SharePoint helped co-worker at job, “Power users” naturally tech savvyBlockers: Lack of relevant training, Perceived lack of need for job, Generation gap/lack tech savvyEnterprise/IT Led AdoptionDrivers: Leadership starts to use SharePoint, Needed to better serve clients, Part of Microsoft upgrade cycle, Bad experience with other collab toolBlockers: Lack of resources to train, Insufficient deployment plan, Little user participation/feedback
  • Adoption Drivers:Leadership runs business through SharePoint:Sets example that SharePoint is critical tool for all employees.Users Excited & Engaged about SharePoint:Involving users in defining UX, planning deployment and building solution makes them personally invested.Start small: Build on one success at a time:Roll out and train SharePoint incrementally. Share incremental successes to encourage viral adoption.Well thought out plan/infrastructure: IT/Business Unit collaboration integral to successful, well-governed SharePoint deployment.Do not get complacent:Ongoing IT involvement helps plan for the future and ensure SharePoint remains updated relevant and useful.
  • Define your vision = define your visionMap to value = focusWork social = educateDrive success = engagementThen evaluate, adapt, iterate
  • Think back to your first experience with SharePoint 2013.And what the hell is with those ellipses, anyway?
  • Think back to your first experience with SharePoint 2013.And what the hell is with those ellipses, anyway?
  • Think back to your first experience with SharePoint 2013.And what the hell is with those ellipses, anyway?
  • Think back to your first experience with SharePoint 2013.And what the hell is with those ellipses, anyway?
  • Think back to your first experience with SharePoint 2013.And what the hell is with those ellipses, anyway?
  • Think back to your first experience with SharePoint 2013.And what the hell is with those ellipses, anyway?
  • Think back to your first experience with SharePoint 2013.And what the hell is with those ellipses, anyway?
  • Looks a lot like…
  • Yammer looks a lot like Facebook. There’s a certain paradigm that people are used to. Why change it? It’s just like how Google Docs mirrors Microsoft Office right down to the file menu. People have been using this interface for years and are familiar with it. Take advantage of that.
  • So you’ve got some people in. But once they’re in, how do you get everyone else engaged? Not everyone will fit this category.
  • Using Yammer & SharePoint Intranets to Drive Employee Engagement

    1. 1. Driving Employee Engagement With Yammer and Enterprise Social Rich Wood
    2. 2. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.
    3. 3. Perficient Profile • • • • • • • • • • Founded in 1997 Public, NASDAQ: PRFT 2012 revenue of $327 million Major market locations throughout North America • Atlanta, Austin, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, D allas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New Orleans, New York, Northern California, Philadelphia, Southern California, St. Louis, Toronto, and Washington, D.C. Global delivery centers in China, Europe and India ~2,000 colleagues Dedicated solution practices ~85% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards
    4. 4. Our Solutions Expertise Business Solutions Technology Solutions • • • • • • • • • • • • • • • • • Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social
    5. 5. Our Microsoft Practice
    6. 6. Our Speaker Rich Wood, Director of Web & Social Collaboration Practice at Perficient Rich is a member of Microsoft’s Partner Advisory Board for SharePoint and a keen advocate for and frequent speaker/writer on information architecture, social business, user experience and web content management. Rich currently focuses on these topics across the SharePoint, Yammer and Sitecore platforms.
    7. 7. Agenda: Engaging Employees with #ESN • A Quick Overview – Definitions and Context • User Engagement/Adoption: What is it? • How we do it: –Get In –Get Engaged –Get Advanced
    8. 8. Definitions and Context • Enterprise Social Network (#ESN) • Yammer • User Adoption & Engagement
    9. 9. Enterprise Social Networks (#ESN)
    10. 10. Yammer Yammer is a cloud-based service for enterprise social.
    11. 11. Yammer Yammer is a cloud-based service for enterprise social. Yammer integrates to SharePoint (in the cloud and on premise) but is more than just “SharePoint Social.”
    12. 12. Yammer Yammer is a cloud-based service for enterprise social. Yammer integrates to SharePoint (in the cloud and on premise) but is more than just “SharePoint Social.” Yammer is Microsoft’s direction for #ESN.
    13. 13. Yammer Yammer is a cloud-based service for enterprise social. Yammer integrates to SharePoint (in the cloud and on premise) but is more than just “SharePoint Social.” Yammer is Microsoft’s direction for #ESN. Yammer breaks down communication silos.
    14. 14. Yammer Yammer is a cloud-based service for enterprise social. Yammer integrates to SharePoint (in the cloud and on premise) but is more than just “SharePoint Social.” Yammer is Microsoft’s direction for #ESN. Yammer breaks down communication silos. Yammer is disruptive (and that’s good).
    15. 15. Yammer Yammer is a cloud-based service for enterprise social. Yammer integrates to SharePoint (in the cloud and on premise) but is more than just “SharePoint Social.” Yammer is Microsoft’s direction for #ESN. Yammer breaks down communication silos. Yammer is disruptive (and that’s good). Yammer is fun, but more importantly, it drives value.
    16. 16. Yammer Yammer is a cloud-based service for enterprise social. Yammer integrates to SharePoint (in the cloud and on premise) but is more than just “SharePoint Social.” Yammer is Microsoft’s direction for #ESN. Yammer breaks down communication silos. Yammer is disruptive (and that’s good). Yammer is fun, but more importantly, it drives value. Yammer pricing is really, really good right now.
    17. 17. Mobile Accessibility Yammer is accessible across device platforms through free, native applications on Windows, Windo ws Phone, iOS, and Android.
    18. 18. USER ADOPTION & ENGAGEMENT
    19. 19. User Adoption: What is it? • We hear the term a lot, but…
    20. 20. User Adoption: What is it? • We hear the term a lot, but… –We prefer “engagement”
    21. 21. User Adoption: What is it? • We hear the term a lot, but… –We prefer “engagement” • People using a tool to get their jobs done
    22. 22. User Adoption: What is it? • We hear the term a lot, but… –We prefer “engagement” • People using a tool to get their jobs done • Example: Email is 100% adopted by users
    23. 23. User Adoption: What is it? • We hear the term a lot, but… –We prefer “engagement” • People using a tool to get their jobs done • Example: Email is 100% adopted by users • SharePoint: There in some orgs, not in others
    24. 24. User Adoption: What is it? • We hear the term a lot, but… –We prefer “engagement” • People using a tool to get their jobs done • Example: Email is 100% adopted by users • SharePoint: There in some orgs, not in others • And now you want me to do what…?!
    25. 25. Organic Adoption Organizational Mandate http://www.discoversharepoint.com
    26. 26. Organic Adoption Will only succeed with IT support Organizational Mandate http://www.discoversharepoint.com
    27. 27. 45% Organic Adoption Will only succeed with IT support Organizational Mandate http://www.discoversharepoint.com
    28. 28. Training is Vital for Increasing Adoption But is 45% Organic Adoption Very Rare – Only 21% Are Trained Today. Will only succeed with IT support Organizational Mandate http://www.discoversharepoint.com
    29. 29. The Adoption Formula
    30. 30. User Adoption Variables Credit: http://www.discoversharepoint.com
    31. 31. Looks A Lot Like… Credit: http://success.yammer.com
    32. 32. Adoption & Engagement Resources • http://office.microsoft.com/en-us/sharepoint/ • http://www.discoversharepoint.com • http://success.yammer.com
    33. 33. GET IN
    34. 34. #ESN: First Impressions Matter Getting into enterprise social the old fashioned way: – Using SharePoint – A little clumsy, even for experienced users – Not bad, just not an easy path to social
    35. 35. ntroducing Users is the First Step
    36. 36. ntroducing Users is the First Step harePoint traditionally hasn’t been easy. 13 Didn’t exactly change that for people.
    37. 37. ntroducing Users is the First Step harePoint traditionally hasn’t been easy. 13 Didn’t exactly change that for people.
    38. 38. ntroducing Users is the First Step harePoint traditionally hasn’t been easy. 13 Didn’t exactly change that for people.
    39. 39. ntroducing Users is the First Step harePoint traditionally hasn’t been easy. 13 Didn’t exactly change that for people.
    40. 40. ntroducing Users is the First Step harePoint traditionally hasn’t been easy. 13 Didn’t exactly change that for people.
    41. 41. Another Way In: Yammer and Office +
    42. 42. Familiarity = Usability
    43. 43. Familiarity = Usability Search Global Nav Notifications Groups Post updates Newsfeed Suggestions
    44. 44. Familiarity = Usability
    45. 45. Global Nav Search Notifications Groups Post updates Suggestions Newsfeed
    46. 46. How About Office? Everyone Uses That.
    47. 47. How About Office? Everyone Uses That.
    48. 48. And Once You’re In, Just Go Backstage. Save to SharePoint Metadata Security Versioning Social
    49. 49. Harnessing That Disruption People can and will get to SharePoint this way. But who are these early adopters? • Group creators? • Bold, fearless collaborators? • Pathologically oversharing extroverts? These are your CHAMPIONS. And you should be using them.
    50. 50. GET ENGAGED
    51. 51. Planning Planning is key – Our secret sauce top down everyone else 45%
    52. 52. Plan: Cloud Infrastructure • Directory Sync for Profiles / Identity • Internal, External? Admins and Governance • What about SharePoint? –Online –On-premise • Pilot with key user groups –We suggest at least 250 users for a good sampling –It will grow organically –Which groups? Funny you should ask
    53. 53. Plan: Social Strategy Workshop • Identify your stakeholders • Identify your key communities • Then ask two key questions: –What’s in it for the team? –What’s in it for me? • Identify quick wins and advanced use cases
    54. 54. Excitement • Involve corporate communications • Utilize email templates from Yammer Success (or bring your own – we do) • Create a communication plan • Identify audiences, channels and schedules
    55. 55. Communication Plan • Answer key questions – for audiences – on a schedule
    56. 56. Communication Plan • Answer key questions – for audiences – on a schedule
    57. 57. GET ADVANCED
    58. 58. Focus • These are your advanced use cases • Integrations – should be high value to a specific community –Sales and CRM –HR: Hiring and job applications –Et cetera • Start small, grow big. No big bangs!
    59. 59. Focus • • Training materials still matter – remember • – Only 21% are Trained • – 35% love learning from coworkers • Focus on those early adopters (Champions!) • Provide materials on call for the masses http://discoversharepoint.com http://success.yammer.com https://about.yammer.com/moments/
    60. 60. Engagement • Bring IT & End Users together –Communities and groups –Steering team • Steering and the strategic roadmap • Keep #ESN open . . . but provide that safety net of education and guided use cases
    61. 61. Thank You Rich Wood, Perficient 312.589.2041 rich.wood@perficient.com @richOthewood
    62. 62. Connect with Perficient Power BI for Office 365: Using SharePoint to Deliver Self-Service BI bit.ly/1hvK3Mi Perficient & Forrester on CIO & CMO Convergence: Microsoft for Cloud, Social & Mobile ESNs bit.ly/1cVMoir

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