presentation on social perspective to
 SFDC user group of SV - July 2012




                               esteban kolsky
                                   thinkjar.net
                         esteban@thinkjar.net
paradigm or generational shift?
PARADIGM SHIFT – SOCIETAL SHIFT, COMPANIES MUST REACT
       GENERATIONAL SHIFT – BUSINESS MODEL SHIFT, COMPANIES CAN PLAN

  corporate     service     workplace commercial social
  america       economy     computers internet   evolution
     1960s




                  1970s




                               1980s




                                           1990s




                                                        2000s
generational paradigm generational paradigm generational
    baby boomers           generation x        generation y
shifting interaction models…
traditional 1:1        socially augmented
 relationship          1:m:1 relationships




                         social
biz                       biz
…create new interaction models…


                      Function                           Function
Business Function




                                            Experience
                       Rules                              Rules

                                   Survey




                                                                            Survey
                                                             Social Noise
                      Channel                            Channel




                      Customer   (Maybe)                 Customer

                                                         Community
… that change the way we engage…




  SCRM          Hybrid      Enterprise 2.0
Communities   Communities   Communities
…the way we measure…

                                                           social crm
                                          crm

demographic operational behavioral attitudinal sentimental



  who the     how            what        how           how the
  customers   efficiently    customers   effectively   customers
  are         the            do and      the           feel about
              business       how they    business      the
              operates       work        operates      business,
                                                       products,
                                                       services as
                                                       expressed
                                                       publicly
… and the way we work
                                    Client-facing Operations Internal Operations




                                                                                                             Enterprise 2.0 (internal)
Social CRM (external)




                                                                                                 community
                                                                                       channel
                        community




                                                                    function
                                                         function
                                       channel




                                                                               rules
                                                 rules




                                                                       biz
                                                            biz




                                                  Social Business Pivot Point
evolution of “social” technologies




                         social      collaborative
                         business    enterprise
                 SCRM
                 E2.0

       CRM
       Collaboration

1990         2010       2015        2020
communities
                                          community
                                         management

                                        “social” analytics
                                             engine



                     social crm
                                    actionable layer unit

                                        system-of-record
                                        integration layer
                                               erp
                                                             crm




                                  scm



  record
                                                                   social crm stack




systems of
social business framework

R&D    PLM        KM       CRM          ERP     …


                     social business platform
               integration engine

      rules engine          reputation engine

              collaboration engine

             channels (social or not)

                  communities
collaborative enterprise

                                  Collaborate to understand
                                   the Customer Job-to-be-
                E2.0               Done
                                  Collaborate to co-create
                                   with the customer to meet
                                   her desired outcomes
                                  Collaborate to act on
       Social                      Customer Insights
       CRM                        Collaborate to understand
                                   and provide the Customer
                                   Experience they expect
                                   from you
The Collaborative Enterprise
let the collaboration in

outside of the business        inside of the business


    customer                             …but cannot
    has an idea…                         implement the
                                         idea

    customer                             …company
    creates                              creates
    knowledge…                           same knowledge

    customer                             …company has
    knows fix for                        problem to be
    problem…                             fixed
tenets of collaborative enterprise
• cannot be social business without being
  social
• cannot be customer-centric without
  collaboration with customers
• two fundamental shifts
  – knowledge workers are becoming norm, thus
    knowledge is critical
  – social customer is becoming norm, demanding
    social businesses
  – collaboration is way to work, achieve goals today
collaborative enterprise ground rules
• access
  – who, where, how, why, and what
• roles
  – inside and outside, interchangeable
• compliance
  – legal team may be friend or foe – your decision
• transparency and trust
  – not stupid transparency, smart transfer of trust
• value co-creation is goal, objective, and end
putting it all together is hard…

    Competitive                                        Customer
        Forces                                         Demand
                               Strategy



       Legal                                              Channels,
Environment                      Social
                                                          Partners and
                          Collaborative                   Suppliers
                            Enterprise


                  Governance              Technology
      Social                                              Technological
Environment                                               Change
… and that is not all
• People
  –   Change management
  –   Culture above all
  –   Be social inside to be social outside
  –   Community managers
• Process
  – VoC and CEM
  – Socializing Processes and Functions
  – Product leadership, customer intimacy, operational excellence
• Measurement
  – Social metrics v common metrics
       • Insights provided, support provided, ideas generated
  – Forget ROI
  – Loyalty and referrals
“NO PLAN OF OPERATIONS EXTENDS WITH
          CERTAINTY BEYOND THE FIRST
                 ENCOUNTER WITH THE
             ENEMY’S MAIN STRENGTH”
let’s talk
presentation on social perspective to
 SFDC user group of SV - July 2012




                               esteban kolsky
                                   thinkjar.net
                         esteban@thinkjar.net

Sfdc user group presentation july 2012

  • 1.
    presentation on socialperspective to SFDC user group of SV - July 2012 esteban kolsky thinkjar.net esteban@thinkjar.net
  • 2.
    paradigm or generationalshift? PARADIGM SHIFT – SOCIETAL SHIFT, COMPANIES MUST REACT GENERATIONAL SHIFT – BUSINESS MODEL SHIFT, COMPANIES CAN PLAN corporate service workplace commercial social america economy computers internet evolution 1960s 1970s 1980s 1990s 2000s generational paradigm generational paradigm generational baby boomers generation x generation y
  • 3.
    shifting interaction models… traditional1:1 socially augmented relationship 1:m:1 relationships social biz biz
  • 4.
    …create new interactionmodels… Function Function Business Function Experience Rules Rules Survey Survey Social Noise Channel Channel Customer (Maybe) Customer Community
  • 5.
    … that changethe way we engage… SCRM Hybrid Enterprise 2.0 Communities Communities Communities
  • 6.
    …the way wemeasure… social crm crm demographic operational behavioral attitudinal sentimental who the how what how how the customers efficiently customers effectively customers are the do and the feel about business how they business the operates work operates business, products, services as expressed publicly
  • 7.
    … and theway we work Client-facing Operations Internal Operations Enterprise 2.0 (internal) Social CRM (external) community channel community function function channel rules rules biz biz Social Business Pivot Point
  • 8.
    evolution of “social”technologies social collaborative business enterprise SCRM E2.0 CRM Collaboration 1990 2010 2015 2020
  • 9.
    communities community management “social” analytics engine social crm actionable layer unit system-of-record integration layer erp crm scm record social crm stack systems of
  • 10.
    social business framework R&D PLM KM CRM ERP … social business platform integration engine rules engine reputation engine collaboration engine channels (social or not) communities
  • 11.
    collaborative enterprise  Collaborate to understand the Customer Job-to-be- E2.0 Done  Collaborate to co-create with the customer to meet her desired outcomes  Collaborate to act on Social Customer Insights CRM  Collaborate to understand and provide the Customer Experience they expect from you The Collaborative Enterprise
  • 12.
    let the collaborationin outside of the business inside of the business customer …but cannot has an idea… implement the idea customer …company creates creates knowledge… same knowledge customer …company has knows fix for problem to be problem… fixed
  • 13.
    tenets of collaborativeenterprise • cannot be social business without being social • cannot be customer-centric without collaboration with customers • two fundamental shifts – knowledge workers are becoming norm, thus knowledge is critical – social customer is becoming norm, demanding social businesses – collaboration is way to work, achieve goals today
  • 14.
    collaborative enterprise groundrules • access – who, where, how, why, and what • roles – inside and outside, interchangeable • compliance – legal team may be friend or foe – your decision • transparency and trust – not stupid transparency, smart transfer of trust • value co-creation is goal, objective, and end
  • 15.
    putting it alltogether is hard… Competitive Customer Forces Demand Strategy Legal Channels, Environment Social Partners and Collaborative Suppliers Enterprise Governance Technology Social Technological Environment Change
  • 16.
    … and thatis not all • People – Change management – Culture above all – Be social inside to be social outside – Community managers • Process – VoC and CEM – Socializing Processes and Functions – Product leadership, customer intimacy, operational excellence • Measurement – Social metrics v common metrics • Insights provided, support provided, ideas generated – Forget ROI – Loyalty and referrals
  • 17.
    “NO PLAN OFOPERATIONS EXTENDS WITH CERTAINTY BEYOND THE FIRST ENCOUNTER WITH THE ENEMY’S MAIN STRENGTH”
  • 18.
  • 19.
    presentation on socialperspective to SFDC user group of SV - July 2012 esteban kolsky thinkjar.net esteban@thinkjar.net