o become a successful, thriving social organization, you have to address the mental (business), physical (technology), and emotional (people) aspects of the change social brings, and then build healthy habits over time that help you realize benefits faster. Here are 10 tips we think will help any organization succeed.

1. 10
Tips for a Healthy Social Enterprise
with the Adoption Framework
Achieving personal and business well being is
a journey – one that requires focus, tenacity, and
a continuous effort to achieve your goals.
CHECK OUT OUR APPROACH
TO ADOPTION HEAlTH AND WEllNEss

2. 10
Tips
Table of Contents
Introduction
Tip 1 – Assess, measure & adjust
Tip 2 – Involve leaders to drive engagement
Tip 3 – Foster cultural courage – it’s key
Tip 4 – Work anytime, anywhere, on any device
Tip 5 – Stay safe & protected
Tip 6 – Create rewards & recognition
Tip 7 – Design an education plan that never ends
Tip 8 – Be human centric
Tip 9 – Recruit the right people to be your champions and change agents
Tip 10 – Invest in community management
Get started – Customize a plan to meet your goals

3. Plan for change and commit to doing the work
Social implementations are not just technology
projects – they are change initiatives.
To become a successful, thriving social organization, you have to address
the mental (business), physical (technology), and emotional (people)
aspects of the change social brings, and then build healthy habits over
Find the adoption sweet spot.
Together with customers and partners, the Adoption Framework was
created to embrace those aspects: people engagement, business alignment, and technology enablement. When all three paths are addressed
with an eye toward solving real business problems and helping people
work better together, only then does social become real – an integral
component of your culture and organization.
technology
enablement
people
engagement
make
social real
business
alignment
CHECK OUT OUR TIPs FOR A HEAlTHy sOCIAl ENTERPRIsE

4. Adoption Framework
Crowdsourced from the best clients, the best partners, and the best practitioners in the business, the Adoption Framework
is a proven process for cultivating social adoption and delivering increased business value from your social investment.
People
Engagement
Business
Alignment
Ambassador Networks
Build systems that empower advocates, defuse resistors & facilitate success sharing to build trust &
rapport across the organization.
Community Management
Institute procedures for selection, skill building
& expectation setting around curation, lifecycle
management & moderation.
Recognition
Create meaningful approaches to motivate
behaviors & link them to performance,
rewards & goal achievement.
Campaigns
Develop unique methods for viral &
programmatic promotions.
Education
Establish mechanisms of onboarding, ongoing
learning & knowledge retention.
Organizational Assessment
Understand organizational structures,
leadership paradigms & resourcing to provide
context for impact analysis, planning & risk
abatement.
Vision, Mission, Values
Create meaningful approaches to motivate
behaviors & link them to performance,
rewards & goal achievement.
Governance
Institute terms of use, policy & procedures to
encourage appropriate participation while
protecting IP & meeting compliance obligations.
socially Enabled Processes
Develop to-be scenarios & short & long term
targets that can be used to communicate a
steady stream of wins.
Technology
Enablement
Cultural Assessment
Understand your corporate values &
communication norms to provide context for
impact analysis, planning & risk abatement.
Coalition
Build means to create a sense of urgency &
momentum around the need for change with
key stakeholders.
Change Management
Establish a holistic strategy, plan, timeline &
milestones to ensure that the change lasts.
landscape Assessment
Understand your existing environment
integration & interoperability requirements to
build context for roadmap planning &
ongoing health checks.
Architecture
Build recommendations for logical and physical
architectural blueprints & scalability requirements.
Enterprise Integration
Develop third-party system integrations to
address business, compliance & risk requirements.
Deployment
Install technology against agreed upon scope,
roadmap, release & upgrade plans.
User Experience & Design
Create requirement & plans for branding,
Mobility
address mobile security & policy across the
device mix.

5. 1
Assess, measure & adjust
When embarking on a new health and wellness program, you should
measure your starting point as a benchmark so you can see your
success along the way and make any necessary adjustments.

6. 1
Assess, measure & adjust
sCORE
yOUR
sOCIAl
WORKPlACE
Everything we do is grounded in assessment
and measurement.
Measuring progress and business value along your
journey helps you understand how you’re doing,
and what adjustments you need to make to keep
your social initiative on track.
Technology
Enablement
High Score
Engagement Scorecard
Start by assessing the current state of your cultural,
organizational, and technological landscape. This
People
Engagement
Low Score
your desired future state that best addresses your
strengths, opportunities, barriers and challenges.
Business
Alignment
Medium Score
“...tying their social projects to business
processes makes it easier to generate
metrics, and that lets businesses set
goals and measure success or failure on
their terms. And that’s going to make
management much more comfortable
with the whole idea if they can apply
solid business practices to their
social project.”
performance indicators and outcomes that you can
measure against later. Sitrion’s adoption assessment
tools take into account your level of social maturity
and help you track progress along the way so you can
– Ron Miller, Measuring the impact of a social
business project, FierceContentManagement
Landscape Assessment
Cultural Assessment
Organizational Assessment
KEEP AN EyE ON yOUR PROGREss AND ObjECTIVEs TO sTAy ON TRACK

7. 2
Involve leaders to drive engagement
and perform better with someone’s leadership and example to follow.

8. 2
Involve leaders to drive engagement
We’ve seen again and again that when
leaders model the right behavior, they get
the results they want – faster.
It’s not always easy to get leaders on board, but
when you do it’s worthwhile. Their participation and
TOP FIVE MOsT ACTIVE UsERs
CEO
Regional Manager,
Denver
to have a highly engaged CEO decided to focus on
gaining additional leadership buy-in and involvement
to increase adoption. Their approach paid off. When
they compared their activity levels after 8 months to
their 1 month levels, they found 50% higher activity by
management, and 500% higher activity by the general
population. The top 5 users were all from senior management – with the CEO as the #1 user – and he was
almost 2X more active than the next most active user!
Regional Manager,
Northeast
500%
Director of Sales,
Midwest
Change Management
Coalition
GET FAsTER REsUlTs WITH THE RIGHT bEHAVIOR
Regional Manager,
Delaware Valley
Management Increase
% OF ACTIVITy
from social, and work to educate them on those
50%
General Sales
Increase
MONTHS 1 - 8
INCREAsE IN ACTIVITy IN 8 MONTHs

9. 3
Foster cultural courage – it’s key
Change can be scary. Having the freedom and acceptance to share and
ask for help is critical to adopting any new behavior.

10. 3
Foster cultural courage – it’s key
Working in the open (aka “working out loud”)
takes courage. This is something you have to
address head on; it won’t take care of itself.
The courage to share needs to be fostered and
modeled, and users need to be empowered. Courage
humanistic – where it’s ok to take risks. Encourage
users to go ahead and comment on the CIO’s post,
and post a question. And no, following your boss
doesn’t mean you’re stalking her!
Some wonder: is anyone interested? We advise users
to assume that everyone is interested in what they
have to share. However, this is a big assumption to
that is not easily achieved. Workers should understand
that knowledge sharing and reuse is a goal that is
supported by leaders and peers. And, they may be
higher productivity,
ratings, and less turnover
and absenteeism
than disengaged
workers.
1
that. Our culture is just so different. We are so conservative here and I just don’t know if that
knowledge is to other people!
Change Management
Engaged workers
Education
you get with social, so just try it – it will work out, I promise. If [Sitrion] recommends something for you, go ahead and do it and you will be pleasantly surprised and happy with
the outcome.“ – Oppenheimer Funds Project Manager
ENCOURAGE sHARING AND TAKING RIsKs
1. http://www.gallup.com/strategicconsulting/163007/state-american-workplace.aspx

11. 4
Work anytime, anywhere, on any device
No matter where your day takes you, you need to stay connected.

12. Work anywhere, anytime, on any device
A Fortune 50 retail chain with stringent network, security, and usability requirements
successfully launched our iOS mobile app for Sitrion. Enabled by robust services, enterprise
secure platform that was quickly and widely adopted by employees.
4
you can still work to achieve
your goals when you’re on the go.
Mobility enables your workforce to actively collaborate
and engage, even when they’re not at a desk. The
increasing mobility of the workforce is making this a
requirement instead of an option. And communications
can only be effective if they successfully reach your
intended audience. your messaging needs to be positioned where it will have the most impact and greatest
reach across your intranet, Microsoft Outlook,
Microsoft Lync, and mobile apps.
Everyone can participate, and in whatever way works
best. If you are a road warrior and work via a smartphone,
or work in a warehouse but stay connected via a kiosk,
we can support everyone on their device of choice.
Mobility
CONNECT PEOPlE sO THEy CAN WORK TOGETHER ANyWHERE WITH THEIR DEVICE OF CHOICE

13. 5
Stay safe & protected
Start your social journey with the right safety and protection measures in
place to ensure a successful outcome.

14. 5
Stay safe & protected
legal team voiced their concerns. They had the power to bring the project to a standstill so a
meeting with the key stakeholders from the business and legal teams was held. After covering
topics like terms of use, alerts and reporting, and legal hold capabilities, the legal team not
only said all of their concerns were alleviated, they changed from objectors to supporters.
No matter what governance,
compliance, and security mean
to your organization, we’ve got you covered.
If you involve the right stakeholders early, you can
identify and address concerns up front. Different
groups and stakeholders may have a diverse set of
concerns, including compliance, e-discovery, and
information management.
To ensure appropriate participation, use terms and
conditions effectively and align with existing policies.
To protect your IP, manage your retention schedules
and utilize legal hold, when needed. To address privacy
and security, create a community governance plan
provisioning, and audit periods.
Governance
EMPOWER sOCIAl THROUGH ACCEss MANAGEMENT, REPORTING & POlICy ENFORCEMENT

15. 6
Create rewards & recognition
To get and stay healthy, you need encouragement along the way.

16. Create rewards & recognition
Oakley tied their badging and recognition strategy directly to their corporate culture.
They created 5 communities that aligned with their 5 corporate values when they launched
so employees could collaborate and share information about activities or initiatives related
to those values. Then they created badging strategies that helped identify behaviors they
wanted to motivate – namely productive participation that embodied their values and culture.
What a fantastic way to explicitly declare your culture and drive the change you want!
UsE bADGEs TO RECOGNIzE ACHIEVEMENT
AND PROMOTE ADOPTION
}
Recognition
TURN RECOGNITION INTO INCREAsED PRODUCTIVITy
6
Employee engagement
research shows that when employees feel their
contributions are recognized and they are
rewarded (even with a ‘thank you’), they are
more likely to be engaged and give a level of
effort at work that is beyond what is expected.
Wouldn’t you feel great if one of your company’s super
stars recognized you with an online kudos at work that
the rest of the company could see? Better yet, what if
those types of recognition could be considered when
it’s time for your annual review? We can make that
happen with the system integration and extensibility
capabilities – turning real recognition programs
into virtual ones.
At Sitrion we give an engraved red stapler
(an ode to the movie
) to employreceive the red stapler badge on our intranet!

17. 7
Design an education plan that lives forever
Since your learning needs evolve over time, your education plan needs to
be adaptive and grow with you as you mature.

18. Design an education plan that lives forever
Sitrion includes a smart tip capability that watches a user’s behavior and intelligently
serves up real-time tips to complete a task or introduce a new social feature to the person.
We have found that continuous, immediate, and personalized education such as this boosts
social adoption and engagement.
374%
increase
your social education plan
shouldn’t stop at onboarding new users –
it should be adaptive and evolve to support
the growing maturity of your users as they
embrace more collaborative ways of working.
Ongoing education is essential to cultivating
collaborative behaviors and understanding required to
deliver social business results. Use whatever models are
best suited for your organization: videos, face-to-face
sessions, one-on-one training, quick reference guides,
mentoring programs. you can provide dynamic content
through a help and feedback type of community. And
don’t forget to enable and encourage your champions
to evangelize and model desired behaviors. The list of
options is extensive...
for a 30,000-employee
using educational
programs
Education
7
Smart Tip
FOsTER ONGOING lEARNING ARE WITH THEIR DEVICE OF CHOICE
MEET PEOPlE WHERE THEy TO bOOsT ADOPTION

19. 8
Be human centric
Design a healthy workplace - one that anticipates the needs of individuals
and provides a better way for teams to work together.

20. 8
Be human centric
According to Gartner, 90% of social collaboration initiatives fail due to lack of purpose.
2
Engagement is maximized when you integrate social
focus on business value as the fastest path to change.
Our focus is to meet the needs of the humans using
social to do their work better.
In order to ensure the value of social business, we
must move daily workplace processes and procedures
into the social workplace. Business social networks
are not a substitute for email, rather they are an
evolution of the way we get work done.
incorporate into the social workplace. Wouldn’t it be great
if you could request approval for time off in the same
place where you’re commenting and liking your colleagues’
powerful way to let users take action quickly and easily.
Enterprise Integration
Socially Enabled Processes
sOCIAl sHOUlDN’T bE A DIsTRACTION — KEEP PEOPlE IN THE FlOW OF WORK
2. http://www.gartner.com/newsroom/id/2402115

21. 9
Recruit the right people to be your champions
and change agents

22. 9
Recruit the right people to be your
champions and change agents
Getting the right people involved early is
critical to your success.
Coalition is about surfacing key stakeholders and
could be an obstacle. Focusing your efforts will create
a sense of urgency and momentum to encourage
the necessary change.
And you want to go where other successful people
go: this is what ambassador networks are all
social from a friend or boss may compel you to
try it for yourself.
It’s also helpful to have someone to talk to. Tap into
the natural energy of emergent leaders who are
passionate about social initiatives. Empower these
champions to defuse resistors and facilitate success
sharing – the end result is a multiplier effect on
change that could never be accomplished with a
small project team.
Coalition
Ambassador Networks
10 x10
Using ambassadors,
a consumer packed goods
company’s project team of 10
reached more people in
the organization than
they could have
in 10 years.
IDENTIFy INFlUENCE IN THE ORGANIzATION AND CREATE MOMENTUM

23. 10
Invest
in community management
Don’t underestimate the power of a good coach – someone who can
motivate you to participate, give you a pat on the back when you succeed,
and provide you with helpful tips and best practices.

24. Invest
10
in community management
During an initial project launch for a leading oil and natural gas company, a superintendent
made a post in the project community about a batch of chemicals they purchased but no
longer needed from a cancelled project. An engineer in another region saw the post and
responded within one hour that they had a need for the chemicals – leading to avoidance
of a $200K chemical purchase expense!
Effective community managers
act as a social coach to other users.
Good community managers facilitate employee engagement by welcoming members, surfacing interesting
and valuable content, offering tips on how to participate,
provoking interaction, and showing users how to
integrate social into their daily work routines.
your social initiative should include programmatic
elements for selecting, training, and nurturing community
managers. Our customers who have made the investment
in community management see increased engagement and enhanced business value time and again.
Approachable
Courageous
Credible
Selecting the right community manager
characteristics of a rock star community
manager.
Empathetic
Community Management
Tenacious
Diplomatic
FIND ROCK sTAR COMMUNITy MANAGERs TO FACIlITATE ENGAGEMENT AND CONNECTIONs

25. Get started – customize a plan to meet your goals
Launch or accelerate your enterprise social implementation
using our proven framework for cultivating adoption and
Community Management
Cultural
Assessment
Business
Alignment
partners, or take the journey yourself, you can achieve
the social results your business has been looking for
with the Adoption Framework.
People
Engagement
Start now to get to business value faster and make social real. The Adoption Framework
is a proven methodology that has evolved from our collective expertise and use.
Recognition
Education
Campaigns
Ambassador Networks
Change Management
Organizational
Assessment
plan
launch
Coalition
of the top social
business leaders are
sitrion customers
(According to
InformationWeek)3
Technology
Enablement
40%
Vision, Mission, Values
Governance
Socially Enabled Processes
Landscape
Assessment
Architecture
User Experience
& Design
Enterprise Integration
Deployment
Mobility
THE ADOPTION FRAMEWORK lAUNCH ACTION PlAN
www.sitrion.com/adoption
3. www.informationweek.com/social-business/strategy/10-social-business-leaders-for-2013