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Perficient and Guest Forrester on CIO & CMO
Convergence: Microsoft for Cloud, Social
and Mobile ESNs
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.
Perficient Profile

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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
Our Solutions Expertise

Business Solutions

Technology Solutions

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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
Our Microsoft Practice
Our Speakers

Rob Koplowitz, Vice President, Principal Analyst serving CIOs
at Forrester Research
Mr. Koplowitz serves CIO professionals with research in the areas
of information workplace and collaboration strategy. Rob delivers
strategic guidance, helping enterprises define enterprise solutions
that drive efficiency and competitive differentiation. His current
research focuses on core elements of collaboration
strategy, including collaboration platforms, workspaces, and
enterprise social strategy.
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.
Driving Social Business Value Business
Forrester Research
Rob Koplowitz
VP, Principal Analyst
@rkoplowitz
November, 2013
Some things work better in the movies

http://www.fieldofdreamsmoviesite.com/distance.html
http://www.moviefanfare.com/field-of-dreams-ten-things-to-know-about-the-movie/
© 2013 Forrester Research, Inc. Reproduction Prohibited
Some things work better in the movies

http://www.fieldofdreamsmoviesite.com/distance.html
http://www.moviefanfare.com/field-of-dreams-ten-things-to-know-about-the-movie/
© 2013 Forrester Research, Inc. Reproduction Prohibited
Why would I ever change?
Why would I ever change?
Why would I ever change?
Why would I ever change?
Why would I ever change?
Why would I ever change?
And user value is high as well, if you look

© 2013 Forrester Research, Inc. Reproduction Prohibited
We need to engage with customers anytime, anywhere
The cloud, social and mobile come together to drive this

© 2013 Forrester Research, Inc. Reproduction Prohibited
The CMO and CIO must work together
October 2013 “The CMO And CIO Must Accelerate On Their Path To Better Collaboration ”

© 2013 Forrester Research, Inc. Reproduction Prohibited
Value/ viability mapping in a fictitious composite company

© 2013 Forrester Research, Inc. Reproduction Prohibited
A process yes, but a very social process

© 2013 Forrester Research, Inc. Reproduction Prohibited
Expect A Four-Phase Adoption Process

February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
Expect A Four-Phase Adoption Process

“I’m ignoring you”

February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
Expect A Four-Phase Adoption Process

“I’m ignoring you”

“I DRIVE A
PORSCHE!”

February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
Expect A Four-Phase Adoption Process

“I’m ignoring you”

“I DRIVE A
PORSCHE!”

“OK, I’ll try it”

February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
Expect A Four-Phase Adoption Process

“I’m ignoring you”

“I put it in the stream
20 minutes ago!”

“I DRIVE A
PORSCHE!”

“OK, I’ll try it”

February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
Establish A Project Team From Across The Organization

February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
Success Requires Value and Viability

© 2013 Forrester Research, Inc. Reproduction Prohibited
Why would I ever change?
Why would I ever change?
Find One Great Opportunity
And More Success Will Follow

• Success comes from success
• Map numerous opportunities across the organization
• Find high value, high viability

• Align with strong business support
• Start with a limited, high value opportunity
• Focus on driving change and adoption
• Prove value and grow from there
• Once you move to enterprise roll-out, focus on adoption and depth of
engagement

© 2013 Forrester Research, Inc. Reproduction Prohibited
Thank you
Rob Koplowitz
+1 650.581.3854
rkoplowitz@forrester.com
@rkoplowitz
Microsoft & Yammer:
Cloud-Based Solutions
for Customer and Partner Engagement
Rich Wood, Director – Perficient Microsoft NBU
Agenda

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Microsoft platform tools for customer engagement
Enterprise social networks as an engagement tool
Extranets and how they work
Stating the case: Yammer as an extranet
Wrap-up
MSFT Platform Tools: CIO & CMO Sharing
Public Website as a Digital Marketing
Platform: Customer Engagement 101

Enterprise Social Networks for the Captive
Audience: Customer Engagement 201
Enterprise Social Networks (#ESN)
Extranets: What are They?

• External-facing
• Secure
• Collaborative
Extranet Use Cases

• Documents
• Many-to-many communication
• Rich media
Extranets: Why Yammer

• Adoptability
• Interactivity
• Governance
• Mobile accessibility
• Cloud advantages
Extranets: Why Yammer

Today’s premise:
Yammer external
networks are a great way
to build an extranet for
engaging your partners
and customers!
Adoptability

• Initial adoption is rapid
• Internal is key – but external networks are a value
added secret weapon
• Familiarity breeds usability
Adoptability
Adoptability
Search

Global Nav

Notifications

Groups
Post updates

Newsfeed

Suggestions
Adoptability
Global Nav
Search

Notifications

Groups

Newsfeed

Post updates

Suggestions
Interactivity

With Customers?
• Communicate to a large group as a captive audience
• Collaborate on files and documents
• Take polls to gauge messaging effectiveness
• Encourage participation and build shared brand
ownership
Interactivity

With Business Partners
• Engage with project teams and working groups in a
many: many scenario
• Collaborate on files and documents
• Share rich media files and encourage conversation
• Build camaraderie and a sense of shared
accountability through personal interaction
The Proof is in the Pudding
Microsoft’s Yammer Extranets

Microsoft
– 90,000+ FTE
– 50,000+ partners worldwide
– Thousands of customers
Customers
Partners
Governance

Usage Policies
Create and enforce
legally binding usage
policies required with
initial sign-on.
Governance

Ease of Administration
Control who can create, invite and interact on external
networks while managing those networks closely.
Mobile Accessibility

Yammer is accessible
across device platforms
through free, native
applications on
Windows, Windows
Phone, iOS, and
Android.
Cloud Advantages

• No need to manage external
users in Active Directory
• Accessible from anywhere with
an internet connection
• Easy ramp-up and access for
your own internal users – just flip
to a different network
Recap
Yammer External Networks for
Customer/Partner Engagement:
•
Easy adoption
•
Interactive
•
Governance tools
•
Mobile accessibility
•
Cloud advantages
Resources for You
• Yammer Success Center
(http://success.yammer.com)
• Yammer Moments
(https://about.yammer.com/moments/)
Thank You
Rich Wood, Perficient
312.589.2041
rich.wood@perficient.com
@richOthewood
Connect with Perficient

Memorial Hermann
Uses Dynamics CRM
for Customer
Engagement
bit.ly/1hnar9v

Using SharePoint &
Social Solutions to
Drive Employee
Engagement
bit.ly/19dYtYa

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CIO & CMO Convergence: Microsoft for Cloud, Social and Mobile ESNs

  • 1. Perficient and Guest Forrester on CIO & CMO Convergence: Microsoft for Cloud, Social and Mobile ESNs
  • 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. 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. 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
  • 6. Our Speakers Rob Koplowitz, Vice President, Principal Analyst serving CIOs at Forrester Research Mr. Koplowitz serves CIO professionals with research in the areas of information workplace and collaboration strategy. Rob delivers strategic guidance, helping enterprises define enterprise solutions that drive efficiency and competitive differentiation. His current research focuses on core elements of collaboration strategy, including collaboration platforms, workspaces, and enterprise social strategy. 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. Driving Social Business Value Business Forrester Research Rob Koplowitz VP, Principal Analyst @rkoplowitz November, 2013
  • 8. Some things work better in the movies http://www.fieldofdreamsmoviesite.com/distance.html http://www.moviefanfare.com/field-of-dreams-ten-things-to-know-about-the-movie/ © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 9. Some things work better in the movies http://www.fieldofdreamsmoviesite.com/distance.html http://www.moviefanfare.com/field-of-dreams-ten-things-to-know-about-the-movie/ © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 10. Why would I ever change?
  • 11. Why would I ever change?
  • 12. Why would I ever change?
  • 13. Why would I ever change?
  • 14. Why would I ever change?
  • 15. Why would I ever change?
  • 16. And user value is high as well, if you look © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 17. We need to engage with customers anytime, anywhere The cloud, social and mobile come together to drive this © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 18. The CMO and CIO must work together October 2013 “The CMO And CIO Must Accelerate On Their Path To Better Collaboration ” © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 19. Value/ viability mapping in a fictitious composite company © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 20. A process yes, but a very social process © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 21. Expect A Four-Phase Adoption Process February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
  • 22. Expect A Four-Phase Adoption Process “I’m ignoring you” February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
  • 23. Expect A Four-Phase Adoption Process “I’m ignoring you” “I DRIVE A PORSCHE!” February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
  • 24. Expect A Four-Phase Adoption Process “I’m ignoring you” “I DRIVE A PORSCHE!” “OK, I’ll try it” February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
  • 25. Expect A Four-Phase Adoption Process “I’m ignoring you” “I put it in the stream 20 minutes ago!” “I DRIVE A PORSCHE!” “OK, I’ll try it” February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
  • 26. Establish A Project Team From Across The Organization February 2013 “Social Business And Collaboration Success Hinges On Effective Change Management”
  • 27. Success Requires Value and Viability © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 28. Why would I ever change?
  • 29. Why would I ever change?
  • 30. Find One Great Opportunity And More Success Will Follow • Success comes from success • Map numerous opportunities across the organization • Find high value, high viability • Align with strong business support • Start with a limited, high value opportunity • Focus on driving change and adoption • Prove value and grow from there • Once you move to enterprise roll-out, focus on adoption and depth of engagement © 2013 Forrester Research, Inc. Reproduction Prohibited
  • 31. Thank you Rob Koplowitz +1 650.581.3854 rkoplowitz@forrester.com @rkoplowitz
  • 32. Microsoft & Yammer: Cloud-Based Solutions for Customer and Partner Engagement Rich Wood, Director – Perficient Microsoft NBU
  • 33. Agenda • • • • • Microsoft platform tools for customer engagement Enterprise social networks as an engagement tool Extranets and how they work Stating the case: Yammer as an extranet Wrap-up
  • 34. MSFT Platform Tools: CIO & CMO Sharing Public Website as a Digital Marketing Platform: Customer Engagement 101 Enterprise Social Networks for the Captive Audience: Customer Engagement 201
  • 36. Extranets: What are They? • External-facing • Secure • Collaborative
  • 37. Extranet Use Cases • Documents • Many-to-many communication • Rich media
  • 38. Extranets: Why Yammer • Adoptability • Interactivity • Governance • Mobile accessibility • Cloud advantages
  • 39. Extranets: Why Yammer Today’s premise: Yammer external networks are a great way to build an extranet for engaging your partners and customers!
  • 40. Adoptability • Initial adoption is rapid • Internal is key – but external networks are a value added secret weapon • Familiarity breeds usability
  • 45. Interactivity With Customers? • Communicate to a large group as a captive audience • Collaborate on files and documents • Take polls to gauge messaging effectiveness • Encourage participation and build shared brand ownership
  • 46. Interactivity With Business Partners • Engage with project teams and working groups in a many: many scenario • Collaborate on files and documents • Share rich media files and encourage conversation • Build camaraderie and a sense of shared accountability through personal interaction
  • 47. The Proof is in the Pudding
  • 48. Microsoft’s Yammer Extranets Microsoft – 90,000+ FTE – 50,000+ partners worldwide – Thousands of customers
  • 51. Governance Usage Policies Create and enforce legally binding usage policies required with initial sign-on.
  • 52. Governance Ease of Administration Control who can create, invite and interact on external networks while managing those networks closely.
  • 53. Mobile Accessibility Yammer is accessible across device platforms through free, native applications on Windows, Windows Phone, iOS, and Android.
  • 54. Cloud Advantages • No need to manage external users in Active Directory • Accessible from anywhere with an internet connection • Easy ramp-up and access for your own internal users – just flip to a different network
  • 55. Recap Yammer External Networks for Customer/Partner Engagement: • Easy adoption • Interactive • Governance tools • Mobile accessibility • Cloud advantages Resources for You • Yammer Success Center (http://success.yammer.com) • Yammer Moments (https://about.yammer.com/moments/)
  • 56. Thank You Rich Wood, Perficient 312.589.2041 rich.wood@perficient.com @richOthewood
  • 57.
  • 58. Connect with Perficient Memorial Hermann Uses Dynamics CRM for Customer Engagement bit.ly/1hnar9v Using SharePoint & Social Solutions to Drive Employee Engagement bit.ly/19dYtYa

Editor's Notes

  1. 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.
  2. 11% internal social4% internal microblogging
  3. 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
  4. An Extranet is a system designed to provide secure, external collaboration with customers, partners, and vendors– people not on your network but whom you need to collaborate with.
  5. Traditional use cases include:Document sharing and collaborationMany-to-many communication (e.g., project teams)Sharing large files (especially drawings & rich media) – often done with FTP previously
  6. Initial adoption is rapid (and often led by freemium, “viral” early adopters)Familiarity breeds usability (this is true for millions. Doubt me? Take a look…)
  7. 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.
  8. Note: files, etc becomes more powerful with SP/SkyDrive integration on roadmap
  9. How does Microsoft itself use Yammer? Keep in mind that this acquisition is not even 18 months oldBefore it happened, there were at least 5000+ active Yammer users at MSFTMSFT is a great case study from both a customer and partner example
  10. Midwest EPG Customers – SharePoint Saturday
  11. Yammer On Tour event – partner and customer outreachThere are also communities around different technologies, technology boards, etc.
  12. Our Microsoft blogblogs.perficient.com/microsoft