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How to design for adoption.
Social Business Symposium
July 22, 2011

Gia Lyons, Strategic Advisor
Gia Lyons
Strategic Advisor
Jive Business Community Manager

community.jivesoftware.com
twitter.com/gialyons
giatalks.com




For more information about Jive Software, visit www.jivesoftware.com




                                                                       2
Snapshot

First, know your company objectives, user needs, and key scenarios
Then, design your social business environment for adoption
Next, avoid common pitfalls
Finally, routinely check your design’s health




                                                                     3
Before you design anything,
     know what you’re
       designing for
Answer these questions:

What are your company’s objectives for a
social business community or platform?

Who are your users, and what do they want?

What are one or two key user scenarios
that map to both your company’s and
your users’ needs?

What is the community’s overall identity?




                                             5
Example: company objectives
         Employee-­‐facing	
  social	
  business	
  pla3orm	
  
    By	
  par'cipa'ng	
  in	
  a	
  social	
  business	
  pla2orm,	
  employees	
  can:	
  
    • Reach	
  more	
  people	
  
    • Find	
  informa'on	
  faster	
  
    • Be	
  more	
  aware	
  of	
  others	
  and	
  the	
  business	
  	
  
    …	
  which	
  can	
  lead	
  to:	
  
    • Be>er	
  orchestra'on	
  of	
  customer	
  interac'on	
  
    • More	
  innova've	
  conversa'ons	
  
    • Overall	
  work	
  transforma'on	
  
    …	
  which	
  supports	
  these	
  corporate	
  ini'a'ves:	
  
    • Improve	
  Customer	
  In'macy	
  
    • Achieve	
  Technology	
  Superiority	
  
    • Flawless	
  Execu'on	
  to	
  Gain	
  Market	
  Leadership	
  




                                                                                              6
Example: company objectives
                                          Customer-­‐facing	
  community	
  
By	
  par'cipa'ng	
  in	
  a	
  customer-­‐facing	
  community,	
  employees,	
  prospects,	
  customers	
  and	
  partners	
  
can	
  connect	
  to,	
  learn	
  from,	
  and	
  share	
  with	
  others	
  about	
  our	
  products	
  and	
  services	
  –	
  specifically,	
  
how	
  to:	
  
• Develop	
  and	
  internally	
  promote	
  a	
  business	
  case	
  
• Implement,	
  support,	
  and	
  innovate	
  our	
  products	
  and	
  services	
  
	
  
…	
  which	
  can	
  lead	
  to:	
  
• Expanded	
  business	
  networks	
  across	
  employees,	
  prospects,	
  customers,	
  and	
  partners	
  
• The	
  most	
  trusted,	
  single	
  source	
  of	
  truth	
  for	
  informa'on	
  and	
  best	
  prac'ces	
  
	
  
…	
  which	
  supports	
  these	
  corporate	
  ini'a'ves:	
  
• Differen'ate	
  our	
  brand	
  as	
  a	
  thought	
  and	
  innova'on	
  leader	
  in	
  marketplace	
  
• Deliver	
  a	
  digital	
  strategy	
  that	
  drives	
  lead	
  genera'on	
  




                                                                                                                                                    7
Example: users and their needs

                    Employee-­‐facing	
  social	
  business	
  pla3orm	
  
   Our	
  company s	
  wireless	
  business	
  is	
  comprised	
  of	
  10,000+	
  employees	
  
   across	
  several	
  business	
  units	
  who	
  have	
  no	
  easy	
  way	
  to:	
  

   • Find	
  and	
  connect	
  to	
  wireless-­‐related	
  people	
  or	
  informa'on	
  

   • Share	
  wireless-­‐related	
  messages,	
  ideas,	
  insights	
  and	
  exper'se	
  with	
  
   the	
  greater	
  employee	
  community	
  across	
  geographical	
  and	
  cultural	
  
   differences	
  	
  




                                                                                                     8
Example: users and their needs

                 Customer-­‐facing	
  community	
  about	
  implemen7ng	
  	
  
                      electronic	
  health	
  record	
  (eHR)	
  systems	
  
   Medical	
  professionals	
  are	
  responsible	
  for	
  using	
  an	
  eHR	
  for	
  as	
  part	
  of	
  daily	
  
   pa'ent	
  care	
  ac'vi'es,	
  and	
  are	
  concerned	
  about	
  the	
  impact	
  that	
  doing	
  so	
  
   might	
  have	
  on	
  delivering	
  quality	
  pa'ent	
  care	
  

   Researchers	
  influence	
  decision	
  makers 	
  purchase	
  of	
  consul'ng	
  services,	
  
   and	
  both	
  groups	
  are	
  concerned	
  with	
  finding	
  proof	
  that	
  success	
  is	
  
   achievable	
  versus	
  choosing	
  to	
  budget	
  for	
  the	
  penalty	
  fee	
  

   Employee	
  subject	
  ma>er	
  experts	
  (SMEs)	
  are	
  already	
  recognized	
  experts	
  in	
  
   the	
  healthcare	
  industry	
  and	
  are	
  focused	
  on	
  delivering	
  quality	
  consul'ng	
  
   services	
  to	
  healthcare	
  professionals	
  about	
  implemen'ng	
  eHR	
  




                                                                                                                         9
Knowing your objectives and users
              makes it much easier
          to define key user scenarios,
and the environment’s overall identity and design
Design your community

1.  Identify key characteristics based on overall user needs


2.  Express them in purpose, calls to action, motivation, and examples


3.  Define activity flow


4.  Structure for ease of use


5.  Seed with balanced company
    and user content and interaction




                                                                         11
1. Identify key characteristics

                                                   Sharing	
  
                                                 Volunteering	
  
                                                 Informa'on	
  


             Conversa7ons	
                                                    Rela7onships	
  
                  Dialogue	
                                                      Connec'ng	
  




                                                 Iden7ty	
  
         Content	
                                                                        Groups	
  
          Consuming	
  
                                                                                        Collabora'ng	
  
         Informa'on	
  




                                 Reputa7on	
                         Presence	
  
                                    Status	
                        Broadcas'ng	
  




                                                                                                           12
2. Express the characteristics

Purpose
 What s this site all about in five seconds or less?

Calls to Action
 OK, I m here. What do you want me to do?
Make it obvious.

Motivation
 What’s in it for me if I answer your
calls to action? Is it what I want?

Example
 What behavior do you want me
to model? Give me an example.




                                                       13
Purpose?	
     	
  Calls	
  to	
  Ac7on?   	
     	
  Mo7va7on? 	
     	
  Example?	
  
3. Define activity flow

 What happens when I click here?


Level of Concierge Service                                                             Newbie       	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
     	
  Savvy	
  



                                 Member	
  AGributes	
                               None	
     Low	
                                                Medium	
                                                          High	
  

Familiarity	
  with	
  basic	
  computer	
  skills	
  

Willingness	
  to	
  learn	
  new	
  technologies	
  

Exposure	
  to	
  online	
  community/social	
  networking	
  concepts	
  	
  

Perceived	
  value	
  of	
  online	
  communi'es	
  or	
  social	
  networking	
  

Social	
  technology	
  ac'vity	
  level	
  

Knowledge	
  level	
  about	
  your	
  community s	
  topics	
  

    The	
  higher	
  the	
  newbie	
  score,	
  the	
  higher	
  the	
  design’s	
   concierge	
  service 	
  



                                                                                                                                                                                                                                       15
Example: concierge service

            Newbie                                       Savvy
   C:	
   Introduce	
  Yourself 	
            C:	
   Introduce	
  Yourself 	
  

  P:	
  All	
  about	
  Profiles	
  
  C:	
  Complete	
  your	
  profile	
  
  M:	
  Benefits	
  of	
  networking	
  
  E:	
  Profile	
  guidelines	
  
  E:	
  Featured	
  member	
  profile	
  

  Open	
  profile	
  in	
  edit	
  mode	
     Open	
  profile	
  in	
  edit	
  mode	
  


                     Primary characteristic: Relationships



                                                                                        16
4. Structure for ease of use

Provide just enough structure to support calls to action, key scenarios

Make. It. Simple.




                                       Photo credits: Randomduck and Leo Reynolds
                                                                                    17
Primary	
  characteris'cs:	
  Conversa7ons,	
  Sharing,	
  Rela7onships	
  
Calls	
  to	
  ac'on:	
  Learn,	
  Share,	
  Connect	
  
Suppor'ng	
  structure:	
  “lobby”	
  area	
  for	
  ini'al	
  par'cipa'on,	
  sub	
  
areas	
  based	
  on	
  persona	
  




                                                                                 18
5. Seed content and interaction

People do what they see other people do

People respond best to authentic
examples, e.g., Community Admin
shouldn’t be the primary contributor

Soft-launch to key users, ask them to
enact the key scenarios before
inviting others to the community




                                Photo credits: dmswart, Swami Stream, LadyDragonflyCC
                                                                                        19
Key	
  Scenario:	
  Sales	
  rep	
  asks	
  a	
  
ques7on,	
  SME	
  answers	
  it	
  in	
  a	
  7mely	
  
manner	
  
Key	
  Scenario:	
  Sales	
  rep	
  asks	
  a	
  
ques7on,	
  SME	
  answers	
  it	
  in	
  a	
  7mely	
  
manner	
  




                                                           21
Once you’ve soft-launched your
community, talk with users to ensure
    that you’ve avoided these
         common pitfalls
Avoid common pitfalls

One-way broadcasting
Over-branding the look and feel
Under-positioning with other applications and websites
Over-structuring according to org charts or product lines




                                                            23
Periodically, make sure your
     design is healthy
Check design health

Can a visitor understand what the site is all about in 5 seconds or less?
Is it clear what users are supposed to do?
Is it easy for them to do it?
Is there just enough structure to enable key scenarios?
Are there examples of desired behavior and the rewards for doing so?
Is there a balance of company and user content?




                                                                            25
Q&A

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How todesignforadoption(jive)

  • 1. How to design for adoption. Social Business Symposium July 22, 2011 Gia Lyons, Strategic Advisor
  • 2. Gia Lyons Strategic Advisor Jive Business Community Manager community.jivesoftware.com twitter.com/gialyons giatalks.com For more information about Jive Software, visit www.jivesoftware.com 2
  • 3. Snapshot First, know your company objectives, user needs, and key scenarios Then, design your social business environment for adoption Next, avoid common pitfalls Finally, routinely check your design’s health 3
  • 4. Before you design anything, know what you’re designing for
  • 5. Answer these questions: What are your company’s objectives for a social business community or platform? Who are your users, and what do they want? What are one or two key user scenarios that map to both your company’s and your users’ needs? What is the community’s overall identity? 5
  • 6. Example: company objectives Employee-­‐facing  social  business  pla3orm   By  par'cipa'ng  in  a  social  business  pla2orm,  employees  can:   • Reach  more  people   • Find  informa'on  faster   • Be  more  aware  of  others  and  the  business     …  which  can  lead  to:   • Be>er  orchestra'on  of  customer  interac'on   • More  innova've  conversa'ons   • Overall  work  transforma'on   …  which  supports  these  corporate  ini'a'ves:   • Improve  Customer  In'macy   • Achieve  Technology  Superiority   • Flawless  Execu'on  to  Gain  Market  Leadership   6
  • 7. Example: company objectives Customer-­‐facing  community   By  par'cipa'ng  in  a  customer-­‐facing  community,  employees,  prospects,  customers  and  partners   can  connect  to,  learn  from,  and  share  with  others  about  our  products  and  services  –  specifically,   how  to:   • Develop  and  internally  promote  a  business  case   • Implement,  support,  and  innovate  our  products  and  services     …  which  can  lead  to:   • Expanded  business  networks  across  employees,  prospects,  customers,  and  partners   • The  most  trusted,  single  source  of  truth  for  informa'on  and  best  prac'ces     …  which  supports  these  corporate  ini'a'ves:   • Differen'ate  our  brand  as  a  thought  and  innova'on  leader  in  marketplace   • Deliver  a  digital  strategy  that  drives  lead  genera'on   7
  • 8. Example: users and their needs Employee-­‐facing  social  business  pla3orm   Our  company s  wireless  business  is  comprised  of  10,000+  employees   across  several  business  units  who  have  no  easy  way  to:   • Find  and  connect  to  wireless-­‐related  people  or  informa'on   • Share  wireless-­‐related  messages,  ideas,  insights  and  exper'se  with   the  greater  employee  community  across  geographical  and  cultural   differences     8
  • 9. Example: users and their needs Customer-­‐facing  community  about  implemen7ng     electronic  health  record  (eHR)  systems   Medical  professionals  are  responsible  for  using  an  eHR  for  as  part  of  daily   pa'ent  care  ac'vi'es,  and  are  concerned  about  the  impact  that  doing  so   might  have  on  delivering  quality  pa'ent  care   Researchers  influence  decision  makers  purchase  of  consul'ng  services,   and  both  groups  are  concerned  with  finding  proof  that  success  is   achievable  versus  choosing  to  budget  for  the  penalty  fee   Employee  subject  ma>er  experts  (SMEs)  are  already  recognized  experts  in   the  healthcare  industry  and  are  focused  on  delivering  quality  consul'ng   services  to  healthcare  professionals  about  implemen'ng  eHR   9
  • 10. Knowing your objectives and users makes it much easier to define key user scenarios, and the environment’s overall identity and design
  • 11. Design your community 1.  Identify key characteristics based on overall user needs 2.  Express them in purpose, calls to action, motivation, and examples 3.  Define activity flow 4.  Structure for ease of use 5.  Seed with balanced company and user content and interaction 11
  • 12. 1. Identify key characteristics Sharing   Volunteering   Informa'on   Conversa7ons   Rela7onships   Dialogue   Connec'ng   Iden7ty   Content   Groups   Consuming   Collabora'ng   Informa'on   Reputa7on   Presence   Status   Broadcas'ng   12
  • 13. 2. Express the characteristics Purpose What s this site all about in five seconds or less? Calls to Action OK, I m here. What do you want me to do? Make it obvious. Motivation What’s in it for me if I answer your calls to action? Is it what I want? Example What behavior do you want me to model? Give me an example. 13
  • 14. Purpose?    Calls  to  Ac7on?    Mo7va7on?    Example?  
  • 15. 3. Define activity flow What happens when I click here? Level of Concierge Service Newbie                                                          Savvy   Member  AGributes   None   Low   Medium   High   Familiarity  with  basic  computer  skills   Willingness  to  learn  new  technologies   Exposure  to  online  community/social  networking  concepts     Perceived  value  of  online  communi'es  or  social  networking   Social  technology  ac'vity  level   Knowledge  level  about  your  community s  topics   The  higher  the  newbie  score,  the  higher  the  design’s   concierge  service   15
  • 16. Example: concierge service Newbie Savvy C:   Introduce  Yourself   C:   Introduce  Yourself   P:  All  about  Profiles   C:  Complete  your  profile   M:  Benefits  of  networking   E:  Profile  guidelines   E:  Featured  member  profile   Open  profile  in  edit  mode   Open  profile  in  edit  mode   Primary characteristic: Relationships 16
  • 17. 4. Structure for ease of use Provide just enough structure to support calls to action, key scenarios Make. It. Simple. Photo credits: Randomduck and Leo Reynolds 17
  • 18. Primary  characteris'cs:  Conversa7ons,  Sharing,  Rela7onships   Calls  to  ac'on:  Learn,  Share,  Connect   Suppor'ng  structure:  “lobby”  area  for  ini'al  par'cipa'on,  sub   areas  based  on  persona   18
  • 19. 5. Seed content and interaction People do what they see other people do People respond best to authentic examples, e.g., Community Admin shouldn’t be the primary contributor Soft-launch to key users, ask them to enact the key scenarios before inviting others to the community Photo credits: dmswart, Swami Stream, LadyDragonflyCC 19
  • 20. Key  Scenario:  Sales  rep  asks  a   ques7on,  SME  answers  it  in  a  7mely   manner  
  • 21. Key  Scenario:  Sales  rep  asks  a   ques7on,  SME  answers  it  in  a  7mely   manner   21
  • 22. Once you’ve soft-launched your community, talk with users to ensure that you’ve avoided these common pitfalls
  • 23. Avoid common pitfalls One-way broadcasting Over-branding the look and feel Under-positioning with other applications and websites Over-structuring according to org charts or product lines 23
  • 24. Periodically, make sure your design is healthy
  • 25. Check design health Can a visitor understand what the site is all about in 5 seconds or less? Is it clear what users are supposed to do? Is it easy for them to do it? Is there just enough structure to enable key scenarios? Are there examples of desired behavior and the rewards for doing so? Is there a balance of company and user content? 25
  • 26. Q&A