The IBM Social Journey
And the huge part Connections plays




              Jon Machtynger                    IBM United Kingdom Ltd,
              CTO IBM Collaboration Solutions   Lotus Park, The Causeway
                                                Staines, TW18 3AG
              UK & Ireland                      Tel: +44 (0)208 8181216
              IBM Software Group                Mobile: +44 (0)7801 684216
                                                email: jonm@uk.ibm.com
                                                twitter: synapticity




                                                                             © 2010 IBM Corporation
Social Collaboration – what’s it all about?
Risks                                                 Technology
           Mobile           Social business
                                                               BYOD
  Competitive Advantage                    Culture




        People                 Processes              Information
                                           Adoption
 Cloud                    Generation-Gap
            Trust                             Responsibility
Privacy                       Serious topic?          Business Drivers
              Big Data
                                                                   © 2010 IBM Corporation
Themes for today

§ A perspective on IBM culture
§ The basis of enterprise collaboration
    – Patterns of behaviour
    – Accidental and deliberate communication
§ How we use Social Software in IBM
  – Culture, career, onboarding, churn, skills/expertise identification,
    leadership, business conduct, return on human capital, a modern
    working environment.
§ Our version journey
§ Lessons learned




                                                                     © 2010 IBM Corporation
© 2010 IBM Corporation
© 2010 IBM Corporation
IBM has a workforce of over 500,000       of whom almost 50% are mobile




                                                 •  450K+ employees
                                                 •  170 countries
                                                 •  2,000 locations
                                                 •  70+ acquisitions since 2002
                                                 •  50% < 5 years experience




                       IBM Locations
                       Mobile Employees
                                                                   © 2010 IBM Corporation
Trends influencing our collaboration strategy


         Social networks are putting people online as never before
                  Unified channel for discovery and interaction




            Mobile devices are magnifying reach and interaction
                    Higher frequency of (shorter) transactions
                     Online and reachable more of the time




         Content analytics are making knowledge more accessible
                More focus on insight rather than just transactions


                                                                      © 2010 IBM Corporation
Early adopters finding value in three major areas
         differentiated by business owners, KPIs, and solution patterns

Customer care and insight                                Product and service innovation
Superior customer intelligence and                       Shorter time to market drives growth
engagement drives revenue and profit




                               Workforce optimization
                               Easier on-boarding, learning, and
                               collaboration drives productivity
                                                                                     © 2010 IBM Corporation
Social Adoption Strategies


                                          Active Guidance
        Relying on Viral
                                        A Defined Program of Adoption
     Build it and they will come -         Communications plans
               maybe…                      Champions, Sponsors,
                                            Support mechanisms




       Passive Guidance
   Lay a foundation and help build it
       Generalise capabilities
     Provide examples and ideas


                                                              © 2010 IBM Corporation
Becoming a Social / Collaborative Business
Key Steps to prepare for a successful Adoption / Deployment Plan
1  Identify Participants
  -    Introduce concepts and value to Lines of Business / Define business goals
  -    Leverage demonstration environment
2  Discover Use Cases (per business unit, or initiative)
  -    Use Cases/success criteria against business value / focus - Pilot participants
  -    Define key social relationships that will be affected
3  Discover Leaders
  -    Individuals who to be natural connectors or experts, encourage/motivate others to participate
4  Train the Leaders (and other social actors)
  -    General education for key contributors and scheduled activities
  -    How to install any plugins, explore advanced features, and include others
5  Define and Execute Communication Plan
  -    Maintain momentum through newsletters, blogs, checkpoint calls with key participants
  -    Prepare helpdesk or other source of "technical support“
6  Measure
  -    Business benefits and technical outputs / Adoption patterns – what worked well, what didn’t?
                                                                                        © 2010 IBM Corporation
Accessibility where Users Work drives Adoption
l    Browser            l    Portal Pages
l    Client Platforms   l    RSS Aggregators
                         l    Web Applications
l    Document Editors
                         l    Business Apps
l    Email Clients      l    Mobile Devices
l    Browser Plugins    l    ...
l    ...




                                                       © 2010 IBM Corporation
© 2010 IBM Corporation
Integrated Capabilities of IBM Connections

     Profiles                               Home page
     Find the people you need               See what's happening across your social
                                            network

     Communities                            Social Analytics
     Work with people who share common      Discover who and what you don’t know via
     roles and expertise                    recommendations

    Files                                   Micro-blogging
    Post, share, and discover documents,    Reach out for help or share news with
    presentations, images, and more         your social network

    Wikis                                   Bookmarks
    Create web content together             Save, share, and discover bookmarks

     Activities                             Blogs
     Organize your work and tap your        Present your own ideas, and learn from
     professional network                   others

    Forums                                  Mobile
    Exchange ideas with, and benefit from   Access Connections anywhere, anytime
    the expertise of others                 with mobile & tablet access


                                                                           © 2010 IBM Corporation
Depth of insight
        Peer Recognition




More detail below…




                           © 2010 IBM Corporation
Content
Other (similar) people




                         © 2010 IBM Corporation
Social Sharing
Adds Credibility & Discoverability to content


                                                What do others think of it?
                                                 Who else understands it?
                                                  Have they improved it?
                                                         Recommendations,
                                                              Downloads,
                                                              Comments,
                                                                Versions,
                                                                 Sharing,
                                                                 Folders,
                                                                 Authors
                                                                    Tags.

                                                         Not just Share with,
                                                          but also Share on,
                                                           and Share within
                                                               a Community




                                                               © 2010 IBM Corporation
Social Analytics increase Adoption
Drawing attention to things you need to know




  l  Who should I know about?
  l  How can I reach them?
  l  Which content has been updated?
  l  What new content might interest me?
  … and, please, not by sending me email!
                                               © 2010 IBM Corporation
So what does this mean for BYOD at IBM?




                                           © 2010 IBM Corporation

18
Mobile Development Standards

§ How do we apply this to www.ibm.com (m.ibm.com)
    – Led by 3 platforms (iOS, Android, Blackberry)

                                       Design (type of Application)
                                         Native / Web / Hybrid


                                               Develop
                                           UX design patterns
                                     Development Standards (HTML5,
                                             Storage, PIM)


                                                  Deploy
                                    Mobile delivery portals (app stores)




                                                               © 2010 IBM Corporation
Designing for Mobile

                             Interactions are often
   Minimise page loads             very brief

  Minimise content and      Interruptions happen all
        function                    the time

 Mobile applications easy
                               Context is critical
          to use

                             Interactions oriented
    Not desktop ‘lite’
                             towards transactions

   Support social and
                            Emphasis is on viewing
       personal

 Enable start and finish       Users’ goals are
 from different devices           different




                                           © 2010 IBM Corporation
Advocate Conduct at IBM: Built on Employee Trust
- IBM supports open dialogue and the exchange of ideas
-  Responsible engagement in innovation and dialogue
-  To learn, to contribute (source: Adam Christensen)

- Social Computing guidelines: www.ibm.com/blogs/zz/en/guidelines.html
ü Be who you are
ü Speak in the first person
ü Use a disclaimer
ü Respect your audience
ü  Add value
ü Don't pick fights
ü Be the first to respond to your own mistakes.
ü Use your best judgment.
ü Don't forget your day job
ü Consider appropriateness of travel plans.



                                                   ‘In the social media, the IBM
                                                   employee is the brand’
                                                                         © 2010 IBM Corporation
Web 2.0 Best Practices… regularly updated




                                            © 2010 IBM Corporation
How often do you need a specific file?




                                         © 2010 IBM Corporation
Enterprise Patterns
Communicate                                 Establish Expertise
  •  With or to an audience                   •  Understand who contributes and
Dynamic Collaborate                              authors
  •  with my co-workers and peers           Stay Informed
  •  Establish and maintain professional      •  Individuals benefit from the
     relationships                               community/social network by learning
  •  Reinforce organisational culture and        from others on a real-time basis
     loyalty                                  •  Non-disruptive expertise consumption
Organise                                    Listen
  •  My work                                  •  To the wisdom of the crowd
  •  Team work efforts                      Find/Access Experts
  •  Organisational knowledge and           Find/Access Information/Answers
     expertise
                                            Make Connections
Control Information Flow
                                              •  Establish and maintain business
  •  Self manage information                     relationships
  •  Keep information “out of the inbox”
                                            Inquire
  •  Ad hoc work management
                                              •  Seek feedback from others
Share Information
  •  Contribute for others or one’s self

                                                                         © 2010 IBM Corporation
Productivity templates - For New Hires, By New Hires!




                                                  © 2010 IBM Corporation
Productivity templates - Setting up a new PC




                                               © 2010 IBM Corporation
Productivity templates - Launching a Product




                                               © 2010 IBM Corporation
Sametime Meetings
                                 Zero install client
 Desktop client – quick entry,
 as easy as joining a chat




                                   Mobile client




                                            © 2010 IBM Corporation
Internal Processes capitalising on social

§ Sales Force Automation
    – SugarCRM/Connections blending social content
    – Integration with in/out communications
§ Social platform promoting sharing with mail access
§ Search
    – Rated content, experts, blogs, files, tags
§ Status, content, recommendations can be pervasive




                                                        © 2010 IBM Corporation
Some usage statistics




                        © 2010 IBM Corporation
The Architecture




                   © 2010 IBM Corporation
Architectural considerations

§ Subjected to more ‘stress’ than clients would require

§ Originally on 2.5
    – Collocated with other applications
    – Susceptible to problems external to Connections

§ Moved on to 3.0
    – Single platform, entirely on Z
    – Core application, security, HA, integration points
    – Measure twice, cut once – took a much longer time

§ We moved to 4.0 within a month of going GA
    – Lots of plans…
                                                           © 2010 IBM Corporation
Lessons Learned by IBM

§ Promote a culture of sharing with diverse groups
     –  Capitalise on the differences in your organisation
     –  Weak Ties deliver much more value
§ There is no “field of dreams”
     –  Adoption is crucial
     –  Appeal to a broad spectrum of communication types
     –  Executives must participate and drive activity
§ Profiles / Files provide most significant initial value
§ Integrate with the enterprise
     –  Collaboration intrinsic to operational behaviour
§ A balance of control and flexibility promotes innovation


                                                          © 2010 IBM Corporation
Questions?




             © 2010 IBM Corporation

The ibm social journey

  • 1.
    The IBM SocialJourney And the huge part Connections plays Jon Machtynger IBM United Kingdom Ltd, CTO IBM Collaboration Solutions Lotus Park, The Causeway Staines, TW18 3AG UK & Ireland Tel: +44 (0)208 8181216 IBM Software Group Mobile: +44 (0)7801 684216 email: jonm@uk.ibm.com twitter: synapticity © 2010 IBM Corporation
  • 2.
    Social Collaboration –what’s it all about? Risks Technology Mobile Social business BYOD Competitive Advantage Culture People Processes Information Adoption Cloud Generation-Gap Trust Responsibility Privacy Serious topic? Business Drivers Big Data © 2010 IBM Corporation
  • 3.
    Themes for today § Aperspective on IBM culture § The basis of enterprise collaboration – Patterns of behaviour – Accidental and deliberate communication § How we use Social Software in IBM – Culture, career, onboarding, churn, skills/expertise identification, leadership, business conduct, return on human capital, a modern working environment. § Our version journey § Lessons learned © 2010 IBM Corporation
  • 4.
    © 2010 IBMCorporation
  • 5.
    © 2010 IBMCorporation
  • 6.
    IBM has aworkforce of over 500,000 of whom almost 50% are mobile •  450K+ employees •  170 countries •  2,000 locations •  70+ acquisitions since 2002 •  50% < 5 years experience IBM Locations Mobile Employees © 2010 IBM Corporation
  • 7.
    Trends influencing ourcollaboration strategy Social networks are putting people online as never before Unified channel for discovery and interaction Mobile devices are magnifying reach and interaction Higher frequency of (shorter) transactions Online and reachable more of the time Content analytics are making knowledge more accessible More focus on insight rather than just transactions © 2010 IBM Corporation
  • 8.
    Early adopters findingvalue in three major areas differentiated by business owners, KPIs, and solution patterns Customer care and insight Product and service innovation Superior customer intelligence and Shorter time to market drives growth engagement drives revenue and profit Workforce optimization Easier on-boarding, learning, and collaboration drives productivity © 2010 IBM Corporation
  • 9.
    Social Adoption Strategies Active Guidance Relying on Viral A Defined Program of Adoption Build it and they will come - Communications plans maybe… Champions, Sponsors, Support mechanisms Passive Guidance Lay a foundation and help build it Generalise capabilities Provide examples and ideas © 2010 IBM Corporation
  • 10.
    Becoming a Social/ Collaborative Business Key Steps to prepare for a successful Adoption / Deployment Plan 1  Identify Participants -  Introduce concepts and value to Lines of Business / Define business goals -  Leverage demonstration environment 2  Discover Use Cases (per business unit, or initiative) -  Use Cases/success criteria against business value / focus - Pilot participants -  Define key social relationships that will be affected 3  Discover Leaders -  Individuals who to be natural connectors or experts, encourage/motivate others to participate 4  Train the Leaders (and other social actors) -  General education for key contributors and scheduled activities -  How to install any plugins, explore advanced features, and include others 5  Define and Execute Communication Plan -  Maintain momentum through newsletters, blogs, checkpoint calls with key participants -  Prepare helpdesk or other source of "technical support“ 6  Measure -  Business benefits and technical outputs / Adoption patterns – what worked well, what didn’t? © 2010 IBM Corporation
  • 11.
    Accessibility where UsersWork drives Adoption l  Browser l  Portal Pages l  Client Platforms l  RSS Aggregators l  Web Applications l  Document Editors l  Business Apps l  Email Clients l  Mobile Devices l  Browser Plugins l  ... l  ... © 2010 IBM Corporation
  • 12.
    © 2010 IBMCorporation
  • 13.
    Integrated Capabilities ofIBM Connections Profiles Home page Find the people you need See what's happening across your social network Communities Social Analytics Work with people who share common Discover who and what you don’t know via roles and expertise recommendations Files Micro-blogging Post, share, and discover documents, Reach out for help or share news with presentations, images, and more your social network Wikis Bookmarks Create web content together Save, share, and discover bookmarks Activities Blogs Organize your work and tap your Present your own ideas, and learn from professional network others Forums Mobile Exchange ideas with, and benefit from Access Connections anywhere, anytime the expertise of others with mobile & tablet access © 2010 IBM Corporation
  • 14.
    Depth of insight Peer Recognition More detail below… © 2010 IBM Corporation
  • 15.
    Content Other (similar) people © 2010 IBM Corporation
  • 16.
    Social Sharing Adds Credibility& Discoverability to content What do others think of it? Who else understands it? Have they improved it? Recommendations, Downloads, Comments, Versions, Sharing, Folders, Authors Tags. Not just Share with, but also Share on, and Share within a Community © 2010 IBM Corporation
  • 17.
    Social Analytics increaseAdoption Drawing attention to things you need to know l  Who should I know about? l  How can I reach them? l  Which content has been updated? l  What new content might interest me? … and, please, not by sending me email! © 2010 IBM Corporation
  • 18.
    So what doesthis mean for BYOD at IBM? © 2010 IBM Corporation 18
  • 19.
    Mobile Development Standards § Howdo we apply this to www.ibm.com (m.ibm.com) – Led by 3 platforms (iOS, Android, Blackberry) Design (type of Application) Native / Web / Hybrid Develop UX design patterns Development Standards (HTML5, Storage, PIM) Deploy Mobile delivery portals (app stores) © 2010 IBM Corporation
  • 20.
    Designing for Mobile Interactions are often Minimise page loads very brief Minimise content and Interruptions happen all function the time Mobile applications easy Context is critical to use Interactions oriented Not desktop ‘lite’ towards transactions Support social and Emphasis is on viewing personal Enable start and finish Users’ goals are from different devices different © 2010 IBM Corporation
  • 21.
    Advocate Conduct atIBM: Built on Employee Trust - IBM supports open dialogue and the exchange of ideas -  Responsible engagement in innovation and dialogue -  To learn, to contribute (source: Adam Christensen) - Social Computing guidelines: www.ibm.com/blogs/zz/en/guidelines.html ü Be who you are ü Speak in the first person ü Use a disclaimer ü Respect your audience ü  Add value ü Don't pick fights ü Be the first to respond to your own mistakes. ü Use your best judgment. ü Don't forget your day job ü Consider appropriateness of travel plans. ‘In the social media, the IBM employee is the brand’ © 2010 IBM Corporation
  • 22.
    Web 2.0 BestPractices… regularly updated © 2010 IBM Corporation
  • 23.
    How often doyou need a specific file? © 2010 IBM Corporation
  • 24.
    Enterprise Patterns Communicate Establish Expertise •  With or to an audience •  Understand who contributes and Dynamic Collaborate authors •  with my co-workers and peers Stay Informed •  Establish and maintain professional •  Individuals benefit from the relationships community/social network by learning •  Reinforce organisational culture and from others on a real-time basis loyalty •  Non-disruptive expertise consumption Organise Listen •  My work •  To the wisdom of the crowd •  Team work efforts Find/Access Experts •  Organisational knowledge and Find/Access Information/Answers expertise Make Connections Control Information Flow •  Establish and maintain business •  Self manage information relationships •  Keep information “out of the inbox” Inquire •  Ad hoc work management •  Seek feedback from others Share Information •  Contribute for others or one’s self © 2010 IBM Corporation
  • 25.
    Productivity templates -For New Hires, By New Hires! © 2010 IBM Corporation
  • 26.
    Productivity templates -Setting up a new PC © 2010 IBM Corporation
  • 27.
    Productivity templates -Launching a Product © 2010 IBM Corporation
  • 28.
    Sametime Meetings Zero install client Desktop client – quick entry, as easy as joining a chat Mobile client © 2010 IBM Corporation
  • 29.
    Internal Processes capitalisingon social § Sales Force Automation – SugarCRM/Connections blending social content – Integration with in/out communications § Social platform promoting sharing with mail access § Search – Rated content, experts, blogs, files, tags § Status, content, recommendations can be pervasive © 2010 IBM Corporation
  • 30.
    Some usage statistics © 2010 IBM Corporation
  • 31.
    The Architecture © 2010 IBM Corporation
  • 32.
    Architectural considerations § Subjected tomore ‘stress’ than clients would require § Originally on 2.5 – Collocated with other applications – Susceptible to problems external to Connections § Moved on to 3.0 – Single platform, entirely on Z – Core application, security, HA, integration points – Measure twice, cut once – took a much longer time § We moved to 4.0 within a month of going GA – Lots of plans… © 2010 IBM Corporation
  • 33.
    Lessons Learned byIBM § Promote a culture of sharing with diverse groups –  Capitalise on the differences in your organisation –  Weak Ties deliver much more value § There is no “field of dreams” –  Adoption is crucial –  Appeal to a broad spectrum of communication types –  Executives must participate and drive activity § Profiles / Files provide most significant initial value § Integrate with the enterprise –  Collaboration intrinsic to operational behaviour § A balance of control and flexibility promotes innovation © 2010 IBM Corporation
  • 34.
    Questions? © 2010 IBM Corporation