Use case handbook

Management
Board & Finance
Documents
Management
Communities
Meeting Notes &
Q&A
Structure and
Program Change
Management
Non-Executive
Director Outreach
Management
Development
New Initiative
Planning
Improved
Organizational
Reputation
Sales Proposal Library Recent Wins News
Opportunity
Knowledge Sharing
Proposal Process
Compliance
Customer Portals
Sales Techniques
Development
Opportunity
Identification
Higher Revenue
Per Sale
Customer Service
Product
Documentation
Service Outages
Q&A & Experience
Capture
Fault Diagnosis Customer Support Product Training
Service Quality
Improvements
Net Promoter Score
Improvement
Information
Technology
System
Documentation
Team Updates &
Department News
Fault Finding and
Diagnosis
Change
Implementation
Supplier Integration System Training
System
Improvements
Fewer Support
Calls
Product
Development
Product
Specifications
Release & Revision
Dates
Product Knowledge
Exchange
Project
Management
Product Testing
Groups
Technology
Education
New Product
Brainstorming
Less Re-working
Secure File
Management
Employee
Engagement
Smarter Use of
Knowledge
Improved
Workflows
Engaging External
Teams
Skills Acquisition Unlocking Ideas Transparency &
Quality

Human Resources Policy Documents
Employee
Recognition
Employee Surveys
HR Process
Management
Alumni &
Recruitment
Continuous
Professional
Development
New Initiative
Planning
Improved Staff
Morale
Finance
Spreadsheets and
Reports
Procedure &
Regulation
Changes
Regulation Q&A Audit Compliance
Account & Legal
Counsel Outreach
New Procedure
Training
Efficiency Drives
Cost Cutting
Measures
More Accurate
Information
Operations
Operations
Manuals
Service Bulletins
Safety
Improvement &
Exchange
Operations
Procedure
Management
Supplier Integration
Safety Compliance
Training
Operational Safety
Improvements
Fewer Defects or
Accidents
Marketing Asset Management
Campaign &
Product News
Campaign Strategy
Development
Campaign
Execution
Focus Groups
Outreach
Campaign Testing
Strategy
Improvements
More Effective
Campaigns
Higher Yield
Internal Comms Asset Management Company News
Employee Voice
Opinion Capture
Process
Automation
Employee Voice
Continuous
Professional
Development
Continuous
Organizational
Development
Culture of Quality &
Transparency
Secure File
Management
Employee
Engagement
Smarter Use of
Knowledge
Improved
Workflows
Engaging External
Teams
Skills Acquisition Unlocking Ideas Transparency &
Quality

Board and Finance Documents Management Communities Meeting Notes & Q&A
Structure & Program Change
Management
Create a community for board members and
associated people to create and store board meeting
minutes, papers, agendas, and finance documents.
Consider making these files available for
synchronization using IBM Connections Files My Drive.
Alternatively, create a Box folder and add each board
member to the folder and allow them to synchronize
the contents so they have the files available anywhere.
A community (IBM Connections) for managers to plan
activities and discuss management topics like staff
appraisals, restructuring and other topics which
employees would not normally have access to. These
can be managed by a department or by the HR
function to ensure only managers are added to the
appropriate communities.
Use wiki pages or an activity in Connections to store
and manage the meeting notes. Box Notes in a shared
folder is also a similar way of doing this. Forums in
Connections (perhaps in a Management Community) is
a good way of handling questions & answers.
Alternatively, consider using a Watson Workspace
space for managers to ask questions and discuss topics.
Use a Connections Activity (perhaps in a Management
Community) to create sections, tasks, entries and
comments around a program of work that needs to
take place to manage a change in the structure of the
organization. Attach documents or links to documents
elsewhere (such as in Box). Use Box Relay to manage
the workflow of revisions around the changes to
specification and other documents.
Non-Executive Director Outreach Management Development New Initiative Planning Improved Reputation
Consider using a Community in Connections Cloud
which allows external access. Set up the community to
reflect the corporate branding and structure
appropriate to non-executive directors. Add each non-
executive director as a member and if appropriate
create access-controlled sub-communities to manage
larger groups which should not have access to each
other’s information
Create a learning community in IBM Connections with
wiki pages containing learning content and embedded
videos (perhaps embedded in Box) that management
can access in a logical structure. Establish discussion
forums in the Connections community to allow
management to ask questions of the presenter, or set
up an IBM Watson Workspace space for questions &
answers.
Use an Ideation Blog in IBM Connections to collect
ideas about new initiatives which can be implemented.
Revise these ideas and vote on them to choose the
best ones. When you’re ready, graduate the top ideas
into Activities to allow the initiative to be implemented
in more detail.
Implementing the concepts illustrated here along with
the other line of business solutions described will result
in a better reputation for customer service, staff loyalty
and product or service quality.
Collaboration Use Cases for: Management
Engaging External Teams Skills Acquisition Unlocking Ideas Transparency & Quality
Secure File Management Employee Engagement Smarter Use of Knowledge Improved Workflows

Proposal Library Recent Wins News Opportunity Knowledge Sharing Proposal Process Compliance
Store proposal documents in a centralized folder
amongst the sales team (IBM Connections or
This promotes re-use of key paragraphs and
approaches to pricing. Ultimately this will reduce
time spent on proposal preparation, reducing the
of sale.
Use a blog in a Sales Community (IBM
a Watson Workspace space to announce wins.
great way to improve transparency amongst the
company and to celebrate the success of the
team involved. This helps drive commitment and
engagement amongst the sales team by being
recognized for their hard work.
Using a wiki (IBM Connections) or Box Notes, key
reusable paragraphs of text can be stored and
easily. Acting as a library of key terms, standard
answers to Request for Proposal questions, etc.,
quality of the proposals can be increased.
Consider using a Box Relay workflow where a
must go through regulatory or other compliance
Alternatively, a Connections Activity allows you to
define the steps of proposal compliance that
gone through in order to comply with your own
procedures. Custom solutions can be built using
Domino where complex workflows are needed.
Customer Portal Sales Technique Development Opportunity Identification Higher Revenue Per Sale
Use an IBM Connections community with external
access as the main building block of your
portal experience. Supplement this with IBM
Connections Engagement Center to bring all the
different components together that you want to
using a branding and structure which is
your customers
Capture the key training and enablement
your colleagues need to improve their sales
Integrate online courses you subscribe to in wiki
in IBM Connections and embed your own videos
streaming from a Box file share. Use IBM
surveys to perform informal quizzes on the
Use an Ideation Blog in IBM Connections to
the process of identifying where new business
opportunities might exist. Convert validated
opportunity areas into task lists in Activity or Box
to turn intent into action.
Following some of the techniques defined for
line of business should allow your organization to
develop a higher revenue per sale, or reduce the
per sale through better re-use of existing assets
less re-invention of information.
Collaboration Use Cases for: Sales Teams

Product Document Management Service Outage Notifications Q&A & Experience Capture Fault Diagnosis
Establish a library of product documentation in an
agreed structure. Use Box or IBM Connections
provide a convenient drag-and-drop method for
accessing the documentation. Use the features
platforms to manage versions and notifications of
files in a particular folder. Also utilize the file
searching capabilities to make locating
easier.
Use a blog or status updates in IBM Connections
notify users about service outages. Alternatively
an IBM Watson Workspace space to announce
outages. Consider automating outage
through a custom application developed with IBM
Domino. Hold update meetings using IBM
Connections Cloud web meetings.
Capture experience with IT systems and allow
and answer management through an IBM
Forum or using IBM Watson Workspace.
Fault Diagnosis procedures can be templated
IBM Connections activity or automated using a
solution build on IBM Domino. Standard review
processing procedures can be handled using Box
Relay.
Customer Support Product Training Service Quality Improvements Net Promoter Score Improvement
support experience. Supplement this with IBM
your customers. Consider using IBM Watson
Workspace with cognitive capabilities to provide
support functions automatically.
your colleagues need to improve their product
knowledge. Integrate online courses you
in wiki pages in IBM Connections and embed
videos for streaming from a Box file share. Use
Connections surveys to perform informal quizzes
the content.
the process of identifying where opportunities to
improve service quality might exist. Convert
Many organizations measure Net Promoter Score
way of identifying how their customer service and
overall service delivery has improved. Consider
these techniques could positively affect your NPS
score.
Collaboration Use Cases for: Customer Service Teams

System Documents Team & Department News Fault Finding & Diagnosis Change Management
Establish a library of system documentation in an
easier.
Use a blog in an IT Community (IBM Connections)
Watson Workspace space to announce news.
great way to improve transparency amongst the
company and to celebrate the success of the IT
This helps drive commitment and engagement
amongst the team by being recognized for their
work.
Use wikis in IBM Connections, files stored in
Connections files or in Box or Box Notes to create
finding procedures. Checklists can be maintained
Activities in IBM Connections. Consider using an
Domino application to automate log recovery
analysis.
Centralise the storage and management of all
and change management information in an IBM
Connections community or in a folder in Box.
using Partner Applications to provide a
way to integrate activities and tasks into Project
Management documentation.
Supplier Integration System Training System Improvements Fewer Support Calls
access as the main building block of your user
experience or to integrate your suppliers. .
Supplement this with IBM Connections
Center to bring all the different components
that you want to share using a branding and
which is appropriate for your customers &
Consider using IBM Watson Workspace with
capabilities to provide some support functions
automatically.
your colleagues need to improve their system
the content.
improve system quality might exist. Convert
Implementing many of the capabilities shown
help the IT department to handle fewer support
showing that the systems are running more
or end users are able to support themselves
easily.
Collaboration Use Cases for: Information Technology Departments

Product Specifications Release & Revision Notifications Product Knowledge Exchange Project Management
Establish a library of product documentation in an
easier.
Use a blog in a Product Community (IBM
or a Watson Workspace space to announce news.
is a great way to improve transparency amongst
entire company and to celebrate the success of
Product Development Team. This helps drive
commitment and engagement amongst the team
being recognized for their hard work.
Use wikis in IBM Connections, files stored in
Connections files or in Box or Box Notes to create
knowledge about the products. Checklists can be
maintained as Activities in IBM Connections.
and change management information in an IBM
way to integrate activities and tasks into Project
Management documentation.
Product Testing Groups Technology Education New Product Brainstorming Less Re-working
access as the main building block of your product
testing experience. Supplement this with IBM
your testers. Consider using IBM Watson
with cognitive capabilities to provide some
functions automatically.
your colleagues need to improve their technology
the content.
develop new products might exist. Convert
Implementing many of the capabilities shown
help the Product Development department to
less re-working of existing concepts.
Collaboration Use Cases for: Product & Service Development Teams

Policy Documents Employee Recognition Employee Surveys HR Process Management
Establish a library of policy documentation in an
easier.
Use a blog in a company Community (IBM
Connections) or a Watson Workspace space to
announce news. This is a great way to improve
transparency amongst the entire company and to
celebrate the success of the team. This helps
Use Surveys in IBM Connections to collect insight
views on key topics affecting the workforce.
information in an IBM Connections community or
folder in Box. Consider using Partner
provide a streamlined way to integrate activities
tasks into process management documentation.
Alumni & Recruitment Continuous Development New Initiative Planning Improved Staff Retention
access as the main building block of your alumni
recruitment experiences.. Supplement this with
your users. Consider using IBM Watson
with cognitive capabilities to provide automated
hire information.
your colleagues need to improve their skills and
the content.
develop new initiatives might exist. Convert
Retention of key staff is a major factor in reducing
costs and increasing profits.
Collaboration Use Cases for: Human Resource Departments

Policy Documents Employee Recognition Employee Surveys HR Process Management
Establish a library of policy documentation in an
easier.
announce news. This is a great way to improve
transparency amongst the entire company and to
celebrate the success of the team. This helps
Use Surveys in IBM Connections to collect insight
views on key topics affecting the workforce.
tasks into process management documentation.
Alumni & Recruitment Continuous Development New Initiative Planning Improved Staff Retention
access as the main building block of your alumni
recruitment experiences.. Supplement this with
your users. Consider using IBM Watson
with cognitive capabilities to provide automated
hire information.
the content.
develop new initiatives might exist. Convert
Retention of key staff is a major factor in reducing
costs and increasing profits.
Collaboration Use Cases for: Finance Departments

Spreadsheets & Reports Regulations & Finance News Regulations Q&A Audit Compliance
Establish a library of spreadsheets and reports in
accessing the files. Use the features of the
to manage versions and notifications of new files
particular folder. Also utilize the file searching
capabilities to make locating information easier.
Use a blog in a Finance or Management
(IBM Connections) or a Watson Workspace space
announce changes to regulations or procedures.
Use forums and wikis in IBM Connections to
employees across the organization in information
knowledge sharing about finance topics.
tasks into audit compliance documentation.
Professional Teams Integration New Procedure Training Efficiency Drives More Accurate Information
experience or to integrate your accountants or
counsel. Supplement this with IBM Connections
Engagement Center to bring all the different
components together that you want to share
branding and structure which is appropriate for
advisors..
the content.
develop new efficiency drives or cost-cutting
might exist. Convert validated opportunity areas
task lists in Activity or Box Note to turn intent into
action.
More accurate and timely information is essential
reducing costs, increasing innovation and
in the organization.
Collaboration Use Cases for: Finance Departments

Operations Manuals Service Bulletins Safety Knowledge Capture Procedure Control
Establish a library of spreadsheets and reports in
accessing the files. Use the features of the
to manage versions and notifications of new files
particular folder. Also utilize the file searching
capabilities to make locating information easier.
announce service or production news. This is a
way to improve transparency amongst the entire
company.
knowledge sharing about safety improvement
procedures in an IBM Connections community or
tasks into procedure quality auditing..
Supply Chain Integration Safety Compliance Training Safety Improvements Fewer Defects & Accidents
experience or to integrate your supply chain.
Supplement this with IBM Connections
Center to bring all the different components
that you want to share using a branding and
which is appropriate for your extended team.
knowledge about safety.. Integrate online
subscribe to in wiki pages in IBM Connections
embed your own videos for streaming from a Box
share. Use IBM Connections surveys to perform
informal quizzes on the content.
improve safety might exist. Convert validated
Increased staff loyalty & retention. Increased
through reduction in safety issues and down time.
Collaboration Use Cases for: Operations & Production Teams

Asset Management Campaign News Campaign Strategy Development Campaign Execution
Establish a library of marketing assets in an
structure. Use Box or IBM Connections Files to
a convenient drag-and-drop method for
files. Use the features of the platforms to
versions and notifications of new files in a
folder. Also utilize the file searching capabilities
make locating information easier.
announce campaign or product news. This is a
way to improve transparency amongst the entire
company.
knowledge sharing about campaigns and strategy
development topics.
procedures for campaign execution in an IBM
way to integrate activities and tasks into
quality auditing.
Focus Groups Outreach Campaign Testing Strategy & Campaign Ideas Higher Yield
access as the main building block of your focus
experience. Supplement this with IBM
Engagement Center to bring all the different
components together that you want to share
branding and structure which is appropriate for
extended team.
Test campaign resources with focus groups and
internal teams before rolling out. Capture
comments and forums. Integrate online courses
subscribe to in wiki pages in IBM Connections
embed your own videos for streaming from a Box
share. Use IBM Connections surveys to perform
informal quizzes on the content.
improve marketing strategy might exist. Convert
validated opportunity areas into task lists in
Box Note to turn intent into action.
More effective campaigns lead to higher
profits, more engaged customers.
Collaboration Use Cases for: Marketing Departments

Asset Management Company News Employee Voice Process Automation
Establish a library of marketing assets in an
structure. Use Box or IBM Connections Files to
a convenient drag-and-drop method for
files. Use the features of the platforms to
versions and notifications of new files in a
folder. Also utilize the file searching capabilities
make locating information easier.
announce company news. This is a great way to
improve transparency amongst the entire
knowledge sharing about how they feel about
in the organization and what topics they would
see addressed.
procedures in an IBM Connections community or
folder in Box. Use Box Relay to automate the
workflow around standard procedures.
Employee Engagement Continuous Development Continuous Improvement Culture of Transparency
voice experience. Supplement this with IBM
your extended team.
Provide access to CPD resources to help
develop their skills. Capture feedback in
and forums. Integrate online courses you
the content.
improve the organization might exist. Convert
validated opportunity areas into task lists in
Box Note to turn intent into action.
A more transparent organization is more
lower risks and has higher profits.
Collaboration Use Cases for: Internal Communications

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