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                       Collaboration: Know Your Enthusiasts and Laggards

                       What You Will Learn
                       Collaboration has captured the attention of organizations seeking a competitive edge in a challenging economy.
                       Executives and managers want to know who stands to gain the most from collaboration, and the real benefits.

                       Cisco conducted one of the first comprehensive studies of the factors associated with successful adoption of network-
                       based collaboration. This paper details the results:

                            ●    The most enthusiastic users are managers in for-profit companies who have been in their position for several
                                 years—but less than a decade.
                            ●    Favorable cultural factors include role modeling by senior leaders, formal collaboration processes, training,
                                 and rewards.
                            ●    Organizations of all sizes and in all industries experience benefits from collaboration.
                       You can use the study results to maximize your return on investment from collaboration tools. One way is to
                       implement business practices shown to lead to more enthusiastic collaboration. Another is to identify and then
                       support employees who are most likely to benefit.

                       Collaboration in Today’s Work Environment
                       Collaboration is a process that brings people and information together to accomplish a common goal. What’s new
                       today is that in a connected world, people no longer have to be in the same location, time zone, or culture to
                       collaborate. Tools such as videoconferencing and web sharing enable collaboration across distance. And blogs,
                       wikis, and shared workspaces enable collaboration across time boundaries (Table 1).

                       Table 1.        Collaboration Tools Enable People to Share Information Across Distance and Time Boundaries

                        Traditional                  Web 2.0                        IM Chat                 Shared Workspace                Electronic Meetings
                         ● Voicemail                  ● Wikis                         ● Instant messaging    ● Revision control or           ● Conference calls
                         ● Email                      ● Blogs                         ● Text messaging         document review               ● Video conferencing
                         ● Fax                        ● Intranet publishing           ● Online chat          ● Knowledge management          ● Telepresence
                                                                                                               systems
                                                      ● Internet publishing                                                                  ● Web or data
                                                                                                             ● Electronic calendars
                                                      ● Social networking sites                                                                conferencing
                                                                                                             ● Online spreadsheets           ● Electronic meeting
                                                      ● IPTV
                                                                                                             ● Application sharing or co-      systems
                                                      ● Internet forums or                                     browsing
                                                        discussion boards
                                                                                                             ● Workspaces
                                                      ● Project extranets



                       Who Collaborates and Why
                       Previous knowledge of collaboration habits did not include the personal or cultural factors that influence success. Is
                       today’s collaborator more likely to be a BlackBerry-toting new college graduate who works for a startup technology
                       company, or a manager in a large consumer-products company? Is the primary motivation for collaboration to
                       increase personal productivity, improve business processes, or come up with innovative product ideas?

                       In December 2008, Cisco conducted the first formal segmentation study of collaboration tool users. Our objective was
                       to understand how today’s workers collaborate, which tools they use, and how they believe those tools affect
                       productivity, innovation, and cost savings.




© 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information.                                                              Page 1 of 6
White Paper




                       The survey studied 800 people in a wide variety of U.S. medium-sized and enterprise organizations who:

                             ●   Spend at least 20 percent of time at work using a network-connected computer
                             ●   Use a mobile phone or handheld device
                             ●   Participated in two collaborative activities within the past month
                       The researchers conducted a segmentation analysis, separating individuals into distinct groups based on a large set
                       of attitudinal and behavioral variables.

                       Finding 1: Collaborators Fit into Four Distinct Segments
                       Employees’ collaboration habits and attitudes placed them into one of four segments: Collaboration Enthusiasts,
                       Comfortable Collaborators, Reluctant Collaborators, and Collaboration Laggards (Table 2). People in the first two
                       segments regard collaboration as essential to their work and, not surprisingly, reported the greatest productivity and
                       innovation benefits. The most enthusiastic users are managers in for-profit companies who have held their jobs for 3
                       to 10 years. Figure 1 shows the relative size of each of the four segments.


                         “The most enthusiastic users are managers in for-profit companies who
                         have held their jobs for 3 to 9 years.”

                       Table 2.        Four Collaboration Segments, Based on Habits and Beliefs

                        Variable                  Segment

                                                  Collaboration Enthusiast       Comfortable Collaborator      Reluctant Collaborator           Collaboration Laggard

                        Job type                  Manager                        Supervisor                    Individual contributor or        Individual contributor or
                                                                                                               supervisor                       supervisor

                        Organization type         For-profit                     For-profit                    Mix of for-profit and not-for-   Mix of for-profit and not-
                                                                                                               profit                           for-profit

                        Typical role              Administration, engineering,   Engineering or IT             Specialist or professional       Sales, operations, or
                                                  IT, or communications                                                                         marketing

                        Years in job function     6-9                            3-5                           1-2                              16+ years

                        Tools used                Mean = 22                      Mean = 16                     Mean = 11                        Mean = 11
                                                  Uses tools at work and at      Uses more traditional tools   Tends to collaborate only with Tends to collaborate one-
                                                  home                           than Enthusiasts, including   those at the local site        to-one
                                                                                 email, conferencing, and                                       Company may not provide
                                                                                 calendaring                                                    many tools

                        Collaboration attitude    Essential to job               Essential to job              Useful but not essential         Useful but not essential

                        Organizational culture     ● Has formal collaboration      ● Has some formal            ● Less likely to have formal     ● Unlikely to have formal
                                                     processes                       collaboration processes      collaboration processes          collaboration
                                                   ● Rewards collaboration         ● Provides tools and                                            processes
                                                   ● Tracks collaboration            training                                                    ● May not provide tools
                                                     effectiveness                 ● Does not necessarily                                          and training
                                                   ● Provides tools and              reward collaboration                                        ● Does not directly
                                                     training                                                                                      reward collaboration




© 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information.                                                                       Page 2 of 6
White Paper




                       Figure 1.      Personal Attitudes and Corporate Culture Help Define the Segments




                       Finding 2: Organizational Culture Is Important in Successful Collaboration
                       For organizations that are planning investments in collaboration tools, the most valuable study result may well be that
                       organizational culture influences success as much as the collaboration tools themselves. Important success factors
                       include:

                            ●   Executive participation: More than 90 percent of Enthusiasts and Comfortable Collaborators agreed that
                                their management team serves as a good role model for using collaboration tools. In contrast, only 65 percent
                                of Reluctant Collaborators and 57 percent of Laggards agreed.
                            ●   Formal collaboration processes: Examples include weekly group conference calls or blogging
                                requirements. Far more Enthusiasts (86 percent) and Comfortable Collaborators (63 percent) said their
                                companies had a formal collaboration process in place than did Reluctant Collaborators (54 percent) and
                                Laggards (29 percent).
                            ●   Effectiveness tracking: About 40 percent of study participants (more for active collaborators) said their
                                organization used metrics to track collaboration effectiveness. Examples of metrics include travel cost savings,
                                time to market, and speed of issue resolution.
                            ●   Direct rewards: The level of collaboration is directly correlated with rewards (Figure 2). About half of all
                                respondents said their company rewards collaboration with bonuses and other rewards. Enthusiasts and
                                Comfortable Collaborators tended to say their company has personal performance expectations that include
                                participation in collaborative efforts such as performance review processes.


                         “Cultural factors influencing collaboration include role modeling by senior
                         leaders, a formal collaboration process, tools, training, and rewards.”


                       Figure 2.      Including Collaboration as a Personal Performance Expectation Influences Uptake




© 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information.                                               Page 3 of 6
White Paper




                            ●   Tools and training: Not surprisingly, the most successful collaborators responded that their organizations
                                provided collaboration tools and the training needed to use them effectively. Enthusiasts (95 percent) and
                                Comfortable Collaborators (94 percent) more often said the technical tools that support collaboration were in
                                place at their company than Reluctant Collaborators (73 percent) and Laggards (46 percent). The pattern is
                                similar for training: Enthusiasts (90 percent) and Comfortable Collaborators (92 percent) were far more likely
                                to say that they and members of their workgroup had received the necessary training to use collaboration
                                tools effectively than Reluctant Collaborators (71 percent) and Laggards (49 percent).

                       Finding 3: Employees Regard Collaboration as Influencing Success
                       Major study findings include:

                            ●   The vast majority of respondents said that collaboration is critical or important to their success at work
                                (Figure 3).
                            ●   Work practices are more collaborative today than they were two years ago, according to 75 percent of
                                respondents.
                            ●   Email and phone conferencing remain the most frequently used tools for collaboration. In addition, more than
                                75 percent use electronic calendaring and web conferencing, 68 percent use video conferencing, and about
                                40 percent use wikis and blogs.



                         “Email and phone conferencing remain valued conferencing tools. But
                         times are changing: 40 percent of respondents said they use Web 2.0
                         tools such as wikis and blogs.”


                       Figure 3.      Respondents Agree that Collaboration Influences Their Success at Work




                       Finding 4: Productivity is the Main Motivation to Use Collaboration Tools
                       Collaboration has made most respondents more productive and has contributed to innovation and cost savings for
                       their companies (Figure 4).

                       Figure 4.      Perceived Benefits of Collaboration




© 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information.                                               Page 4 of 6
White Paper




                       Interestingly, when asked if they used collaboration tools most often for productivity or for innovation, more
                       respondents said productivity. This finding was true for practically every tool. Figure 5 shows the percentage of
                       Enthusiasts who said they used tools for productivity and innovation.

                       Figure 5.      Collaboration Tools are More Popular for Productivity than for Innovation




                       The top three uses of collaboration tools are daily project work, business process improvement, and new product
                       development (Figure 6). An example of business process improvement is when a salesperson on the phone with a
                       customer can use instant messaging with a colleague to get an answer that helps close the sale.



                         “The top two uses for collaboration are day-to-day project work and
                         business process improvement, followed by new product development.”


                       Figure 6.      Most Common Uses of Collaboration Tools




                       Finding 5: Collaboration Is Useful in Organizations of All Sizes
                       The study contradicted Cisco’s expectations that collaboration is more prevalent in large enterprises. In fact,
                       organizations of all sizes appear to experience similar success with collaboration. Nearly half of Enthusiastic
                       Collaborators (44 percent) work in organizations with 500 to 999 employees. We think that the preponderance of mid-


© 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information.                                               Page 5 of 6
White Paper




                       sized organizations in the Enthusiastic Collaborators segment might reflect their more fluid departmental boundaries.
                       It makes sense that employees who have met people in other departments through everyday encounters are more
                       likely to collaborate with them.

                                                                                  Conclusion
                           Collaboration Success Story:                           The Cisco collaboration segmentation study suggests that
                               Marketing Campaign                                 organizations experience the greatest productivity benefits from
                        Cisco experienced the benefits of                         collaboration when they:
                        collaboration firsthand when planning its Five
                        to Thrive marketing campaign, which
                        promoted ways organizations can capitalize
                                                                                       ●     Recognize that personal attitudes and organizational culture
                        on their networking and collaboration                                regarding collaboration are as important as collaboration tools.
                        investments to thrive in difficult economic
                        conditions. Cisco® collaboration tools                         ●     Begin by introducing collaboration tools to people and groups
                        contributed to the success of the project by
                        enabling 14 teams to share ideas and                                 meeting the characteristics of Enthusiasts and Comfortable
                        coordinate their efforts. Cisco followed the
                        best practices reported in this study by                             Collaborators. These people tend to be managers or
                        recruiting executive champions and
                        implementing a formal collaboration process,                         supervisors, have held their job position for 3 to 10 years, and
                        including weekly meetings using Cisco                                are already using Web 2.0 tools at home.
                        WebEx™ and Cisco TelePresence™ services.
                        The campaign was launched in just eight                        ●     Encourage executives to model the desired collaboration
                        weeks, about 10 weeks faster than a typical
                        Cisco marketing campaign. Success                                    practices.
                        measures like website visitors, repeat visits,
                        and inquiries far exceeded the norm, an                        ●     Reward collaboration by including it in performance reviews,
                        accomplishment the team attributes in part to
                        collaboration.                                                       offering rewards for successful outcomes, or both.
                                                                                       ●     Implement formal collaboration processes.
                            ●   Provide the tools, IT support, and training needed to support collaboration.

                       For More Information
                       To read collaboration articles and blogs, visit: cisco.com/go/collaboration




Printed in USA                                                                                                                                 C11-539465-00   06/09




© 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information.                                                             Page 6 of 6

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Collaboration: Know Your Enthusiasts and Laggards

  • 1. . White Paper Collaboration: Know Your Enthusiasts and Laggards What You Will Learn Collaboration has captured the attention of organizations seeking a competitive edge in a challenging economy. Executives and managers want to know who stands to gain the most from collaboration, and the real benefits. Cisco conducted one of the first comprehensive studies of the factors associated with successful adoption of network- based collaboration. This paper details the results: ● The most enthusiastic users are managers in for-profit companies who have been in their position for several years—but less than a decade. ● Favorable cultural factors include role modeling by senior leaders, formal collaboration processes, training, and rewards. ● Organizations of all sizes and in all industries experience benefits from collaboration. You can use the study results to maximize your return on investment from collaboration tools. One way is to implement business practices shown to lead to more enthusiastic collaboration. Another is to identify and then support employees who are most likely to benefit. Collaboration in Today’s Work Environment Collaboration is a process that brings people and information together to accomplish a common goal. What’s new today is that in a connected world, people no longer have to be in the same location, time zone, or culture to collaborate. Tools such as videoconferencing and web sharing enable collaboration across distance. And blogs, wikis, and shared workspaces enable collaboration across time boundaries (Table 1). Table 1. Collaboration Tools Enable People to Share Information Across Distance and Time Boundaries Traditional Web 2.0 IM Chat Shared Workspace Electronic Meetings ● Voicemail ● Wikis ● Instant messaging ● Revision control or ● Conference calls ● Email ● Blogs ● Text messaging document review ● Video conferencing ● Fax ● Intranet publishing ● Online chat ● Knowledge management ● Telepresence systems ● Internet publishing ● Web or data ● Electronic calendars ● Social networking sites conferencing ● Online spreadsheets ● Electronic meeting ● IPTV ● Application sharing or co- systems ● Internet forums or browsing discussion boards ● Workspaces ● Project extranets Who Collaborates and Why Previous knowledge of collaboration habits did not include the personal or cultural factors that influence success. Is today’s collaborator more likely to be a BlackBerry-toting new college graduate who works for a startup technology company, or a manager in a large consumer-products company? Is the primary motivation for collaboration to increase personal productivity, improve business processes, or come up with innovative product ideas? In December 2008, Cisco conducted the first formal segmentation study of collaboration tool users. Our objective was to understand how today’s workers collaborate, which tools they use, and how they believe those tools affect productivity, innovation, and cost savings. © 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information. Page 1 of 6
  • 2. White Paper The survey studied 800 people in a wide variety of U.S. medium-sized and enterprise organizations who: ● Spend at least 20 percent of time at work using a network-connected computer ● Use a mobile phone or handheld device ● Participated in two collaborative activities within the past month The researchers conducted a segmentation analysis, separating individuals into distinct groups based on a large set of attitudinal and behavioral variables. Finding 1: Collaborators Fit into Four Distinct Segments Employees’ collaboration habits and attitudes placed them into one of four segments: Collaboration Enthusiasts, Comfortable Collaborators, Reluctant Collaborators, and Collaboration Laggards (Table 2). People in the first two segments regard collaboration as essential to their work and, not surprisingly, reported the greatest productivity and innovation benefits. The most enthusiastic users are managers in for-profit companies who have held their jobs for 3 to 10 years. Figure 1 shows the relative size of each of the four segments. “The most enthusiastic users are managers in for-profit companies who have held their jobs for 3 to 9 years.” Table 2. Four Collaboration Segments, Based on Habits and Beliefs Variable Segment Collaboration Enthusiast Comfortable Collaborator Reluctant Collaborator Collaboration Laggard Job type Manager Supervisor Individual contributor or Individual contributor or supervisor supervisor Organization type For-profit For-profit Mix of for-profit and not-for- Mix of for-profit and not- profit for-profit Typical role Administration, engineering, Engineering or IT Specialist or professional Sales, operations, or IT, or communications marketing Years in job function 6-9 3-5 1-2 16+ years Tools used Mean = 22 Mean = 16 Mean = 11 Mean = 11 Uses tools at work and at Uses more traditional tools Tends to collaborate only with Tends to collaborate one- home than Enthusiasts, including those at the local site to-one email, conferencing, and Company may not provide calendaring many tools Collaboration attitude Essential to job Essential to job Useful but not essential Useful but not essential Organizational culture ● Has formal collaboration ● Has some formal ● Less likely to have formal ● Unlikely to have formal processes collaboration processes collaboration processes collaboration ● Rewards collaboration ● Provides tools and processes ● Tracks collaboration training ● May not provide tools effectiveness ● Does not necessarily and training ● Provides tools and reward collaboration ● Does not directly training reward collaboration © 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information. Page 2 of 6
  • 3. White Paper Figure 1. Personal Attitudes and Corporate Culture Help Define the Segments Finding 2: Organizational Culture Is Important in Successful Collaboration For organizations that are planning investments in collaboration tools, the most valuable study result may well be that organizational culture influences success as much as the collaboration tools themselves. Important success factors include: ● Executive participation: More than 90 percent of Enthusiasts and Comfortable Collaborators agreed that their management team serves as a good role model for using collaboration tools. In contrast, only 65 percent of Reluctant Collaborators and 57 percent of Laggards agreed. ● Formal collaboration processes: Examples include weekly group conference calls or blogging requirements. Far more Enthusiasts (86 percent) and Comfortable Collaborators (63 percent) said their companies had a formal collaboration process in place than did Reluctant Collaborators (54 percent) and Laggards (29 percent). ● Effectiveness tracking: About 40 percent of study participants (more for active collaborators) said their organization used metrics to track collaboration effectiveness. Examples of metrics include travel cost savings, time to market, and speed of issue resolution. ● Direct rewards: The level of collaboration is directly correlated with rewards (Figure 2). About half of all respondents said their company rewards collaboration with bonuses and other rewards. Enthusiasts and Comfortable Collaborators tended to say their company has personal performance expectations that include participation in collaborative efforts such as performance review processes. “Cultural factors influencing collaboration include role modeling by senior leaders, a formal collaboration process, tools, training, and rewards.” Figure 2. Including Collaboration as a Personal Performance Expectation Influences Uptake © 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information. Page 3 of 6
  • 4. White Paper ● Tools and training: Not surprisingly, the most successful collaborators responded that their organizations provided collaboration tools and the training needed to use them effectively. Enthusiasts (95 percent) and Comfortable Collaborators (94 percent) more often said the technical tools that support collaboration were in place at their company than Reluctant Collaborators (73 percent) and Laggards (46 percent). The pattern is similar for training: Enthusiasts (90 percent) and Comfortable Collaborators (92 percent) were far more likely to say that they and members of their workgroup had received the necessary training to use collaboration tools effectively than Reluctant Collaborators (71 percent) and Laggards (49 percent). Finding 3: Employees Regard Collaboration as Influencing Success Major study findings include: ● The vast majority of respondents said that collaboration is critical or important to their success at work (Figure 3). ● Work practices are more collaborative today than they were two years ago, according to 75 percent of respondents. ● Email and phone conferencing remain the most frequently used tools for collaboration. In addition, more than 75 percent use electronic calendaring and web conferencing, 68 percent use video conferencing, and about 40 percent use wikis and blogs. “Email and phone conferencing remain valued conferencing tools. But times are changing: 40 percent of respondents said they use Web 2.0 tools such as wikis and blogs.” Figure 3. Respondents Agree that Collaboration Influences Their Success at Work Finding 4: Productivity is the Main Motivation to Use Collaboration Tools Collaboration has made most respondents more productive and has contributed to innovation and cost savings for their companies (Figure 4). Figure 4. Perceived Benefits of Collaboration © 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information. Page 4 of 6
  • 5. White Paper Interestingly, when asked if they used collaboration tools most often for productivity or for innovation, more respondents said productivity. This finding was true for practically every tool. Figure 5 shows the percentage of Enthusiasts who said they used tools for productivity and innovation. Figure 5. Collaboration Tools are More Popular for Productivity than for Innovation The top three uses of collaboration tools are daily project work, business process improvement, and new product development (Figure 6). An example of business process improvement is when a salesperson on the phone with a customer can use instant messaging with a colleague to get an answer that helps close the sale. “The top two uses for collaboration are day-to-day project work and business process improvement, followed by new product development.” Figure 6. Most Common Uses of Collaboration Tools Finding 5: Collaboration Is Useful in Organizations of All Sizes The study contradicted Cisco’s expectations that collaboration is more prevalent in large enterprises. In fact, organizations of all sizes appear to experience similar success with collaboration. Nearly half of Enthusiastic Collaborators (44 percent) work in organizations with 500 to 999 employees. We think that the preponderance of mid- © 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information. Page 5 of 6
  • 6. White Paper sized organizations in the Enthusiastic Collaborators segment might reflect their more fluid departmental boundaries. It makes sense that employees who have met people in other departments through everyday encounters are more likely to collaborate with them. Conclusion Collaboration Success Story: The Cisco collaboration segmentation study suggests that Marketing Campaign organizations experience the greatest productivity benefits from Cisco experienced the benefits of collaboration when they: collaboration firsthand when planning its Five to Thrive marketing campaign, which promoted ways organizations can capitalize ● Recognize that personal attitudes and organizational culture on their networking and collaboration regarding collaboration are as important as collaboration tools. investments to thrive in difficult economic conditions. Cisco® collaboration tools ● Begin by introducing collaboration tools to people and groups contributed to the success of the project by enabling 14 teams to share ideas and meeting the characteristics of Enthusiasts and Comfortable coordinate their efforts. Cisco followed the best practices reported in this study by Collaborators. These people tend to be managers or recruiting executive champions and implementing a formal collaboration process, supervisors, have held their job position for 3 to 10 years, and including weekly meetings using Cisco are already using Web 2.0 tools at home. WebEx™ and Cisco TelePresence™ services. The campaign was launched in just eight ● Encourage executives to model the desired collaboration weeks, about 10 weeks faster than a typical Cisco marketing campaign. Success practices. measures like website visitors, repeat visits, and inquiries far exceeded the norm, an ● Reward collaboration by including it in performance reviews, accomplishment the team attributes in part to collaboration. offering rewards for successful outcomes, or both. ● Implement formal collaboration processes. ● Provide the tools, IT support, and training needed to support collaboration. For More Information To read collaboration articles and blogs, visit: cisco.com/go/collaboration Printed in USA C11-539465-00 06/09 © 2009 Cisco Systems, Inc. All rights reserved. This document is Cisco Public Information. Page 6 of 6