Workforce Technology Assessments

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This document summarizes Forrester's workforce technology assessment services which provide comprehensive data through employee surveys to help IT leaders understand technology usage and needs. The assessments involve validating survey questions, conducting employee surveys, analyzing results, segmenting employees, and creating workforce personas. This helps IT leaders justify technology investments, evaluate software license usage, develop mobile and collaboration strategies, and save on licensing costs. Case studies show the approach has helped organizations in financial services, government, transportation, and defense optimize their technology strategies.

Technology Business

Workforce Technology Assessment A Fact-Based Approach To Needs Analysis Ted Schadler, VP & Principal Analyst, coauthor of Empowered Phil Karcher, Researcher February 15, 2011

Forrester makes IT leaders successfulby helping them use data to analyze the real needs of employees and move beyond one-size-fits-all provisioning. Source: Foundation3D

Top reasons IT needs data on how employees use technology to get work done “How much do you agree with the following statements?” [Agree and Strongly agree] Knowing if people are satisfied with our technologies and service matters to me Ensuring strong adoption of workplace technologies matters to me Having hard data to support my technology decisions is required by my company Knowing how people use their computers impacts how I evaluate workplace tools I’m concerned about software we’ve licensed going unused I frequently need help justifying workplace technology investments I’ve considered provisioning different tools to people based on their needs Base: 123 IT decision makers

A Workforce Technology Assessment provides comprehensive & accurate data to support your key IT initiatives Windows 7 or Office 2010 upgrades Smartphone or tablet strategy Telecommuting / teleworking investments Virtual desktop and next-gen client computing strategy Collaboration needs assessments Employee portals assessments Information security risk assessments Workforce segmentation projects Technology populism, aka consumerization of IT

How Workforce Technology Assessments help

Workforce Technology Assessment project schedule

Questions tested and validated through real-world survey experience and analysis

Case Studies Financial Services (150,000 employees) Segmented employees on mobility & information risk to inform the mobile strategy and investments Government (13,000 employees) Analyzed the opportunities and barriers to improve productivity through collaboration and telework Transportation (62,000 employees) Segmented the workforce to define the next-generation information workplace and optimize Microsoft licenses Defense (100,000 employees) Analyzed the opportunities to support social collaboration and especially Gen Y employees

Example workforce segmentation High information risk Connected – Confidential Data Access Mobile – Confidential Data Access Low need for mobility High need for mobility Connected – No Special Access Mobile – No Special Access Low information risk Base: x,xxx employees

Example of a workforce persona Characteristics ,[object Object]

College or post-graduate degreeBehaviors ,[object Object]

49% use IM; 25% use social networks for work.

Use devices from 5 locations on average.Opportunities “Give me the tools to stay in touch and be productive no matter where I am.” ,[object Object]

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Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows. We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases. This video focuses on integration of Salesforce with Bonterra Impact Management. Interested in deploying an integration with Salesforce for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.

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Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...

Workforce Technology Assessments

1. Workforce Technology Assessment A Fact-Based Approach To Needs Analysis Ted Schadler, VP & Principal Analyst, coauthor of Empowered Phil Karcher, Researcher February 15, 2011

2. Forrester makes IT leaders successfulby helping them use data to analyze the real needs of employees and move beyond one-size-fits-all provisioning. Source: Foundation3D

3. Top reasons IT needs data on how employees use technology to get work done “How much do you agree with the following statements?” [Agree and Strongly agree] Knowing if people are satisfied with our technologies and service matters to me Ensuring strong adoption of workplace technologies matters to me Having hard data to support my technology decisions is required by my company Knowing how people use their computers impacts how I evaluate workplace tools I’m concerned about software we’ve licensed going unused I frequently need help justifying workplace technology investments I’ve considered provisioning different tools to people based on their needs Base: 123 IT decision makers

4. A Workforce Technology Assessment provides comprehensive & accurate data to support your key IT initiatives Windows 7 or Office 2010 upgrades Smartphone or tablet strategy Telecommuting / teleworking investments Virtual desktop and next-gen client computing strategy Collaboration needs assessments Employee portals assessments Information security risk assessments Workforce segmentation projects Technology populism, aka consumerization of IT

5. How Workforce Technology Assessments help

6. Workforce Technology Assessment project schedule

7. Questions tested and validated through real-world survey experience and analysis

8. Case Studies Financial Services (150,000 employees) Segmented employees on mobility & information risk to inform the mobile strategy and investments Government (13,000 employees) Analyzed the opportunities and barriers to improve productivity through collaboration and telework Transportation (62,000 employees) Segmented the workforce to define the next-generation information workplace and optimize Microsoft licenses Defense (100,000 employees) Analyzed the opportunities to support social collaboration and especially Gen Y employees

9. Example workforce segmentation High information risk Connected – Confidential Data Access Mobile – Confidential Data Access Low need for mobility High need for mobility Connected – No Special Access Mobile – No Special Access Low information risk Base: x,xxx employees

10.

11. Manager, marketing, sales

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13. 49% use IM; 25% use social networks for work.

14.

15. Some would like mobile Web conferencing

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17. Forrester’s qualifications Unique Workforce Technology Assessment methodology 12 years of experience with quantitative studies Workforce survey design, fielding, analysis, and segmentation skills A deep understanding of the needs of employees and IT professionals Expertise in Information Workplace strategy and related technologies Three years of experience doing workforce assessment projects A prebuilt and tested library of question modules Independence and objectivity Research-based consulting

18. Relevant published research Portrait Of A Government Information Worker A Fact-Based Approach To Workforce Technology Assessment Harnessing The Power Of Workforce Personas Understanding The Influential Information Worker The State Of Workforce Technology Adoption: US Benchmark 2009

19. “Your deliverables will be foundational to the technologies and hardware we want to introduce in the next couple of years at [our company].” - Fortune 100 financial services company

20. For more information, please contact . . . Phil Karcher +1 617.613.6646 pkarcher@forrester.com www.forrester.com Ted Schadler +1 617.613.5975 tschadler@forrester.com www.forrester.com

Editor's Notes

http://www.foundation3d.com/gallery/data/511/FISK-imaging-Cubicles.jpgThe traditional approach divided people up into desktop users [click], laptop users [click], and maybe smartphone user [click]

Workforce Technology Assessments

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