2.0 Adoption in the Enterprise
                                        The “Before”
                                                              Engage. Evangelize. Empower.

          This webinar is sponsored by:

© Copyright 2010 2.0 Adoption Council. All rights reserved.
Housekeeping
 • This webinar is being recorded
 • For assistance during the call
        • Press *0 to reach a ReadyTalk operator
 • Your lines are muted
        • Please ask questions via the chat window
        • We will address questions at the end of the presentation
 • After the webinar
        • A copy of the presentation slides will be sent to you




© Copyright 2010 2.0 Adoption Council. All rights reserved.          2
Webinar Series

        • NewsGator is sponsoring a 4-week webinar series exploring adoption
            strategies and tactics from representative members.

                • January 28th Webinar #1:  Social Computing Adoption in the Enterprise
                  "the Before"  - learn how to best develop the business case, gain buy-
                  in, select technology and establish the team

                • February 4th Webinar #2:  Social Computing Adoption in the Enterprise
                  "the After" – gather best practices on implementation, policy formation,
                  training, and community management

                • February 11th Webinar #3: EMC Enterprise 2.0 Case Study

                • February 18th Webinar #4: Raytheon Enterprise 2.0 Case Study




© Copyright 2010 2.0 Adoption Council. All rights reserved.                                  3
Agenda
  Introduction
  The Change Management Approach (MetLife, Swiss Re)
  The “Groundswell approach” (Alcatel-Lucent)
  Questions and Answers




© Copyright 2010 2.0 Adoption Council. All rights reserved.   4
Introduction
 • The 2.0 Adoption Council is a member-driven peer forum of
   business and IT leaders from large organizations currently
   engaged in various stages of 2.0 adoption.
 • Presenting members for today’s webinar, “The Before” include:
        – Bruce Galinsky, Director IT, MetLife
        – Anu Elmer, Senior Communications Consultant, Swiss Re
        – Greg Lowe, Social Media Architect/ Strategist, Alcatel-Lucent




© Copyright 2010 2.0 Adoption Council. All rights reserved.               5
The Change Management
 Approach
 • Assess organizational readiness
 • Develop a strategy
 • Sponsorship and team building
 • Develop the change management
   plan
 • Lessons learned




© Copyright 2010 2.0 Adoption Council. All rights reserved.   6
Assess Organizational Readiness
 • Select the assessment team
        – Consultants, employees, or both?

 • Identify assessment targets
 • Develop assessment criteria
        – Evaluate process and culture “culture eats process for lunch”
        – Identify current “pain points”
        – Technology
             What’s in place now?
             Potential for “platform zealots?”
        – Other stakeholders
             Legal, compliance




© Copyright 2010 2.0 Adoption Council. All rights reserved.               7
Develop a Strategy
 •    Tie it to the company’s business strategy: e.g., increase
      collaboration, innovation; reduce costs through less duplication;
      increase quality and speed of decision making; increase employee
      engagement etc
 •    Start small: do not roll-out a fully-featured solution to everybody.
      Start with a small subset of employees. Use them as the pilot test
      case and your success case.
 •    Set targets and track metrics: these help show usage and adoption.
      Use the metrics to justify continued funding and ROI.
 •    Create a business case that includes a well thought out budget
      that makes sense for your company.
 •    Strong evangelists who know what they are talking about. Embrace
      early adopters.
 •    Refer to case studies of successes at other companies
 •    Position it as “a business platform,” avoid the “S” word (Andrew
      McAfee)
 •    Decommission outdated tools; develop business case for
      integration: e.g., traditional KM solutions
© Copyright 2010 2.0 Adoption Council. All rights reserved.                  8
Develop a Sound Business
 Case & ROI




                                                              Focus on returns! Soft returns




© Copyright 2010 2.0 Adoption Council. All rights reserved.                                    9
Get Executive Sponsorship &
 Build a Project Plan




© Copyright 2010 2.0 Adoption Council. All rights reserved.   10
The Business Case
 •  Identify your use cases
 •      Specify your internal and external resource requirements
        –     Don’t underestimate – management needs to understand

 •     Specify all of your costs – resources, software, hardware,
      support
 •      Be careful about specifying hard ROE/ROI
 •      Develop a metrics plan
        –     Adoption, Satisfaction, Quality, Efficiency




© Copyright 2010 2.0 Adoption Council. All rights reserved.          11
Sponsorship & Team Building
 Sponsorship and Buy-in
 • Get executive sponsors officially on board –both on business and IT
    side
 • Present a clear business case and position it as business tool
 • Be prepared to answer questions about key risks
 Project Team
 • Cross-functional, relatively small core team
 • Find advocates for the pilot phase, virtual support network
 • Clear roadmap
               Technical Proof of
                   Concept                                               Continue Pilot
                                             Pilot Phase
                              !                                                                     Global Rollout
                                                                                                   Global Adoption
                                                              !   Global Rollout Preparation

                                                                                               !


                  Q1/2009                      Q2/2009                        Q3/2009                 Q4/2009


© Copyright 2010 2.0 Adoption Council. All rights reserved.                                                          12
Start Small – Sample Plan

                                                                          Con:nue pla@orm as pilot
                                                                                                               Global
      Technical Proof of
                                           Pilot Phase                                                        Access to      Global Adop:on
          Concept
                                                                                                              Pla@orm
                                                                        Prepara:on for Global Rollout

                            Business Case & Requirements              Establish produc5on infrastructure                 Regular Metrics
                            Define Pilot Communi5es & User             Finalize opera5ons concept                         Promote  Business
                             Segment                                                                                        Use Cases
                                                                       Finalize legal and compliance check
                            Recruit Advocates                                                                             Communicate
                                                                       Implement support structure
                                                                                                                            Success Stories
                            Define Pilot Phase Support
                                                                       Plan communica5on
                                                                                                                           Addi5onal training
                            Establish Metrics & Results, Surveys
                                                                       Prepare introduc5on / training material             for community
                            Legal Check –Ini5al PlaHorm Policy                                                             managers
                                                                       Plan decommissioning of outdated tools
                            Develop Rollout Concept                                                                       Demonstrate mgmt
                                                                                                                            support
                            Integrate Applica5ons (e.g. Employee
                             Directory, Instant Messaging)
                            Service Provider Agreement with Vendor
                            Change Management & Internal
                             Communica5ons
                            Regular reports to Sponsors


          Q1/2009                           Q2/2009                                       Q3/2009                               Q4/2009




© Copyright 2010 2.0 Adoption Council. All rights reserved.                                                                                      13
Change Management Plan
 • Developing a simple governance, process, guidelines
   collaboratively with pilot participants
 • Execute an effective communication plan by matching topics
   with appropriate channels.
 • Design an intuitive and closed feedback process
 • Include quantitative and qualitative metrics in our success
   measures
 • Execute an incentive program to increase user adoption and
   participation
 • Refine performance management criteria with HR
 • Define appropriate controls and guidelines for sharing within
   Legal, Risk, and Audit
 • Plan for integrating with other related systems to improve
   workflow effectiveness
© Copyright 2010 2.0 Adoption Council. All rights reserved.        14
Lessons Learned




© Copyright 2010 2.0 Adoption Council. All rights reserved.   15
Lessons Learned
 • Evolution not Revolution                                   REVIEW

 • Don’t get backed into hard deadlines
 • Target core business functions, that is where the biggest lever
   is
 • Craft a key message i.e – “Need to know” to “Need to share”
 • Ensure visible executive support and endorsement
 • Embrace ALL early adopters




© Copyright 2010 2.0 Adoption Council. All rights reserved.          16
Groundswell Approach

                                   Alcatel-Lucent Fall 2008



                          70,000+ Employees
                    130 Countries/500+ Locations
                         Teams spread globally
                     Plethora of Collaboration tools
                 No budget for Enterprise 2.0 programs



© Copyright 2010 2.0 Adoption Council. All rights reserved.   17
Phase 1 – Getting Started
 • Shoot the gaps
 • Open it to everyone who
   is interested
 • Be open with the risks
 • Be informative and lead
 • Do it EVERY day
 • Make it about your
   users
 • "What do we use this
   thing for?"




© Copyright 2010 2.0 Adoption Council. All rights reserved.   18
Phase 2 – Mainstream Adoption
 Next Steps
 • Keep the conversations
   going
 • Be Provocative
 • Educate outside the
   tool
 • Seek that executive
   that believes in this
   stuff                                                      First Execu:ve
                                                              Men:on in an All
 • Be Patient                                                 hands call


 • Try new things




© Copyright 2010 2.0 Adoption Council. All rights reserved.                      19
Preparing for More Formal
 Programs
 Judging Success
 • Measure, measure,
   measure
 • Ask why people are
   participating. What is
   the value they see?
 • Walk away for a day,
   see what happens
 • Use this groundswell
   to springboard bigger
   initiatives using
   traditional methods




© Copyright 2010 2.0 Adoption Council. All rights reserved.   20
Questions and Answers




© Copyright 2010 2.0 Adoption Council. All rights reserved.   21
Engage. Evangelize. Empower.
     www.20adoptioncouncil.com
Webinar Series

        • NewsGator is sponsoring a 4-week webinar series exploring adoption
            strategies and tactics from representative members.

                • January 28th Webinar #1:  Social Computing Adoption in the Enterprise
                  "the Before"  - learn how to best develop the business case, gain buy-
                  in, select technology and establish the team

                • February 4th Webinar #2:  Social Computing Adoption in the Enterprise
                  "the After" – gather best practices on implementation, policy formation,
                  training, and community management

                • February 11th Webinar #3: EMC Enterprise 2.0 Case Study

                • February 18th Webinar #4: Raytheon Enterprise 2.0 Case Study




© Copyright 2010 2.0 Adoption Council. All rights reserved.                                  23

2.0 Adoption in the Enterprise - The Before

  • 1.
    2.0 Adoption inthe Enterprise The “Before” Engage. Evangelize. Empower. This webinar is sponsored by: © Copyright 2010 2.0 Adoption Council. All rights reserved.
  • 2.
    Housekeeping • Thiswebinar is being recorded • For assistance during the call • Press *0 to reach a ReadyTalk operator • Your lines are muted • Please ask questions via the chat window • We will address questions at the end of the presentation • After the webinar • A copy of the presentation slides will be sent to you © Copyright 2010 2.0 Adoption Council. All rights reserved. 2
  • 3.
    Webinar Series • NewsGator is sponsoring a 4-week webinar series exploring adoption strategies and tactics from representative members. • January 28th Webinar #1:  Social Computing Adoption in the Enterprise "the Before"  - learn how to best develop the business case, gain buy- in, select technology and establish the team • February 4th Webinar #2:  Social Computing Adoption in the Enterprise "the After" – gather best practices on implementation, policy formation, training, and community management • February 11th Webinar #3: EMC Enterprise 2.0 Case Study • February 18th Webinar #4: Raytheon Enterprise 2.0 Case Study © Copyright 2010 2.0 Adoption Council. All rights reserved. 3
  • 4.
    Agenda  Introduction  The Change Management Approach (MetLife, Swiss Re)  The “Groundswell approach” (Alcatel-Lucent)  Questions and Answers © Copyright 2010 2.0 Adoption Council. All rights reserved. 4
  • 5.
    Introduction • The2.0 Adoption Council is a member-driven peer forum of business and IT leaders from large organizations currently engaged in various stages of 2.0 adoption. • Presenting members for today’s webinar, “The Before” include: – Bruce Galinsky, Director IT, MetLife – Anu Elmer, Senior Communications Consultant, Swiss Re – Greg Lowe, Social Media Architect/ Strategist, Alcatel-Lucent © Copyright 2010 2.0 Adoption Council. All rights reserved. 5
  • 6.
    The Change Management Approach • Assess organizational readiness • Develop a strategy • Sponsorship and team building • Develop the change management plan • Lessons learned © Copyright 2010 2.0 Adoption Council. All rights reserved. 6
  • 7.
    Assess Organizational Readiness • Select the assessment team – Consultants, employees, or both? • Identify assessment targets • Develop assessment criteria – Evaluate process and culture “culture eats process for lunch” – Identify current “pain points” – Technology  What’s in place now?  Potential for “platform zealots?” – Other stakeholders  Legal, compliance © Copyright 2010 2.0 Adoption Council. All rights reserved. 7
  • 8.
    Develop a Strategy • Tie it to the company’s business strategy: e.g., increase collaboration, innovation; reduce costs through less duplication; increase quality and speed of decision making; increase employee engagement etc • Start small: do not roll-out a fully-featured solution to everybody. Start with a small subset of employees. Use them as the pilot test case and your success case. • Set targets and track metrics: these help show usage and adoption. Use the metrics to justify continued funding and ROI. • Create a business case that includes a well thought out budget that makes sense for your company. • Strong evangelists who know what they are talking about. Embrace early adopters. • Refer to case studies of successes at other companies • Position it as “a business platform,” avoid the “S” word (Andrew McAfee) • Decommission outdated tools; develop business case for integration: e.g., traditional KM solutions © Copyright 2010 2.0 Adoption Council. All rights reserved. 8
  • 9.
    Develop a SoundBusiness Case & ROI Focus on returns! Soft returns © Copyright 2010 2.0 Adoption Council. All rights reserved. 9
  • 10.
    Get Executive Sponsorship& Build a Project Plan © Copyright 2010 2.0 Adoption Council. All rights reserved. 10
  • 11.
    The Business Case •  Identify your use cases • Specify your internal and external resource requirements – Don’t underestimate – management needs to understand • Specify all of your costs – resources, software, hardware, support • Be careful about specifying hard ROE/ROI • Develop a metrics plan – Adoption, Satisfaction, Quality, Efficiency © Copyright 2010 2.0 Adoption Council. All rights reserved. 11
  • 12.
    Sponsorship & TeamBuilding Sponsorship and Buy-in • Get executive sponsors officially on board –both on business and IT side • Present a clear business case and position it as business tool • Be prepared to answer questions about key risks Project Team • Cross-functional, relatively small core team • Find advocates for the pilot phase, virtual support network • Clear roadmap Technical Proof of Concept Continue Pilot Pilot Phase ! Global Rollout Global Adoption ! Global Rollout Preparation ! Q1/2009 Q2/2009 Q3/2009 Q4/2009 © Copyright 2010 2.0 Adoption Council. All rights reserved. 12
  • 13.
    Start Small –Sample Plan Con:nue pla@orm as pilot Global Technical Proof of Pilot Phase Access to Global Adop:on Concept Pla@orm Prepara:on for Global Rollout  Business Case & Requirements  Establish produc5on infrastructure  Regular Metrics  Define Pilot Communi5es & User  Finalize opera5ons concept  Promote  Business Segment Use Cases  Finalize legal and compliance check  Recruit Advocates  Communicate  Implement support structure Success Stories  Define Pilot Phase Support  Plan communica5on  Addi5onal training  Establish Metrics & Results, Surveys  Prepare introduc5on / training material for community  Legal Check –Ini5al PlaHorm Policy managers  Plan decommissioning of outdated tools  Develop Rollout Concept  Demonstrate mgmt support  Integrate Applica5ons (e.g. Employee Directory, Instant Messaging)  Service Provider Agreement with Vendor  Change Management & Internal Communica5ons  Regular reports to Sponsors Q1/2009 Q2/2009 Q3/2009 Q4/2009 © Copyright 2010 2.0 Adoption Council. All rights reserved. 13
  • 14.
    Change Management Plan • Developing a simple governance, process, guidelines collaboratively with pilot participants • Execute an effective communication plan by matching topics with appropriate channels. • Design an intuitive and closed feedback process • Include quantitative and qualitative metrics in our success measures • Execute an incentive program to increase user adoption and participation • Refine performance management criteria with HR • Define appropriate controls and guidelines for sharing within Legal, Risk, and Audit • Plan for integrating with other related systems to improve workflow effectiveness © Copyright 2010 2.0 Adoption Council. All rights reserved. 14
  • 15.
    Lessons Learned © Copyright2010 2.0 Adoption Council. All rights reserved. 15
  • 16.
    Lessons Learned •Evolution not Revolution REVIEW • Don’t get backed into hard deadlines • Target core business functions, that is where the biggest lever is • Craft a key message i.e – “Need to know” to “Need to share” • Ensure visible executive support and endorsement • Embrace ALL early adopters © Copyright 2010 2.0 Adoption Council. All rights reserved. 16
  • 17.
    Groundswell Approach Alcatel-Lucent Fall 2008 70,000+ Employees 130 Countries/500+ Locations Teams spread globally Plethora of Collaboration tools No budget for Enterprise 2.0 programs © Copyright 2010 2.0 Adoption Council. All rights reserved. 17
  • 18.
    Phase 1 –Getting Started • Shoot the gaps • Open it to everyone who is interested • Be open with the risks • Be informative and lead • Do it EVERY day • Make it about your users • "What do we use this thing for?" © Copyright 2010 2.0 Adoption Council. All rights reserved. 18
  • 19.
    Phase 2 –Mainstream Adoption Next Steps • Keep the conversations going • Be Provocative • Educate outside the tool • Seek that executive that believes in this stuff First Execu:ve Men:on in an All • Be Patient hands call • Try new things © Copyright 2010 2.0 Adoption Council. All rights reserved. 19
  • 20.
    Preparing for MoreFormal Programs Judging Success • Measure, measure, measure • Ask why people are participating. What is the value they see? • Walk away for a day, see what happens • Use this groundswell to springboard bigger initiatives using traditional methods © Copyright 2010 2.0 Adoption Council. All rights reserved. 20
  • 21.
    Questions and Answers ©Copyright 2010 2.0 Adoption Council. All rights reserved. 21
  • 22.
    Engage. Evangelize. Empower. www.20adoptioncouncil.com
  • 23.
    Webinar Series • NewsGator is sponsoring a 4-week webinar series exploring adoption strategies and tactics from representative members. • January 28th Webinar #1:  Social Computing Adoption in the Enterprise "the Before"  - learn how to best develop the business case, gain buy- in, select technology and establish the team • February 4th Webinar #2:  Social Computing Adoption in the Enterprise "the After" – gather best practices on implementation, policy formation, training, and community management • February 11th Webinar #3: EMC Enterprise 2.0 Case Study • February 18th Webinar #4: Raytheon Enterprise 2.0 Case Study © Copyright 2010 2.0 Adoption Council. All rights reserved. 23

Editor's Notes