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When Cookie-Cutter
User Adoption Doesn’t Cut It…
Sarah Haase
SPSNYC
July 2019
Sarah Haase
Enterprise Librarian/Corporate Evangelist
Office Apps & Services MVP
SharePoint Saturday Twin Cities organizer
blog.splibrarian.com
@sarahhaase
https://go.re365.show/CoffeeChat
Agenda
We’ve got problems.
The commonality between the classic wicked problems and
our SharePoint challenges is the social challenge of driving
an unending series of changes across population groups
without any guidepost or verification that our measures
are taking hold.
- Paul Culmsee
User adoption
can’t be boiled
down to a game of
Simon…
Situational
context is
key.
“…depending on the conditions,
something that works for one
organisation may completely suck for
another (thereby invalidating the
notion of an arbitrary “best” practice).”
- Paul Culmsee
https://www.linkedin.com/pulse/what-does-project-
management-mean-me-managers-sermon-paul-culmsee
The importance of
culture
Who owns the strategy?
Do you have the right skill set in place?
Do you have tummlers in place?
Community organizers are key to driving
adoption success.
Make sure you’re starting out with the right
mix of personalities & talents.
Implementation team
Do your executives understand user adoption
is a service and not a project?
Executive support is vital.
Without executive support, your passion
project can never become an enterprise
strategy.
Leadership
Your users
Are they overwhelmed by technical jargon?
Are they disenfranchised due to previous bad
experiences?
Have they been “voluntold” and resent the
imposition?
Your user adoption strategy needs to be
inspired by and designed for your users.
What 3 words would your employees use to
describe your company?
Is it toxic?
Is it innovative?
Is it truly a ‘best place to work’?
A study in company personality, cultural
norms, and company nomenclature will help
you position your user adoption strategy.
Company “feel”
Outcome
What’s your user adoption vision?
What problem are you trying to solve?
Don’t get ahead of yourself. Focus on the
100-level outcomes before the 400-level
ones.
Take the time to build an adoption strategy
that reflects where you are today and where
you’re going.
Building an adoption
continuum.
Formation Adoption Maturation
• Initiative 1
• Initiative 2
• Initiative 3
• Initiative 1
• Initiative 2
• Initiative 1
• Initiative 2
The user adoption continuum
Formation Adoption Maturation
• SP2013 deployment
• Formalized
governance
• Help desk support
• 1:1 coaching
• ROI case studies
• Internal SPUG
• Lightning Rounds
• SP2013 training
program
• SharePoint Ninjas
• Hack-a-thon
Company A
Center of Excellence.
http://tinyurl.com/lq3xz8x
ROI Case Study
• Need
– Teams used multiple versions of a single Excel spreadsheet to submit, track & assign issues
• Solution
– Moved data online to SharePoint
– Built an automated work queue. When team members log in, they see issues assigned to them
• Benefits
– No more work compiling & sharing multiple spreadsheets
– Everyone can add/view issues simultaneously
– No more duplicate reporting of issues
– Employees have a dashboard that queues up key deliverables
– Total savings = $11,267/month and $135,200/year
Lightning Rounds
SharePoint Ninjas
http://channel9.msdn.com/Events/SharePoint-
Conference/2014/SPC296
Build effective
SharePoint
sites.
Evangelize
collaboration.
Teach others
what they
know.
Support our
enterprise
vision.
Remain
embedded on
business
teams.
A ninja’s purpose:
SapphireRuby
EmeraldShadowEye
What is “community engagement?”
Annual review
input
Invite to monthly
event
Cool Active
Directory name
Desk swag
Extra MySite
space
Prioritized
SharePoint help
tickets
Seat on enterprise
SharePoint
advisory board
Special sandbox
access
Gift vouchers
Days off work
Peer recognition
Free coaching /
mentoring
Free training
certificates
Serious brag
rights
Special parking
spot
Conference
passes
4 Teams…
1 Challenge…
2 Days…
SharePoint Hack-a-thon
Don’t drive a
cultural mismatch.
Formation Adoption Maturation
• Hold innovation game
sessions
• Host coffee chats
• Seed ‘starter’ projects
• Build ROI case studies
• Simplify governance
processes
• Launch SharePoint
training
• Build an internal SPUG
• Launch a Collab Hub
• Deploy a SharePoint
Showcase
• Solution Days event
• Recognition program
Company B
Innovation Games
http://tinyurl.com/qcjvqul
Discover new
business
opportunities
Drive strategy
Drive product
roadmaps
Improve sales &
service
effectiveness
Create deeper
relationships
w/your customers
Understand
complex product
relationships
Understand
product evolution
Identify areas of
improvement
Prioritize market
needs
Determine WHY
and HOW
User group
0
20
40
60
80
100
120
140
160
180
200
Sep-16 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17
User Group Attendance
Attendance Linear (Attendance)
Formation Adoption Maturation
• SP2013 deployment
• Formalized
governance
• Help desk support
• 1:1 coaching
• ROI case studies
• Internal SPUG
• Lightning Rounds
• SP2013 training
program
• SharePoint Ninjas
• Hack-a-thon
Company A
Formation Adoption Maturation
• Hold innovation game
sessions
• Host coffee chats
• Seed ‘starter’ projects
• Build ROI case studies
• Simplify governance
processes
• Launch SharePoint
training
• Build an internal SPUG
• Launch a Collab Hub
• Deploy a SharePoint
Showcase
• Solution Days event
• Recognition program
Company B
“Adoption is not something that can be mandated. Adoption
occurs when users decide for themselves that the solution
provides them with a net benefit.”
- Socialtext white paper
http://www.socialtext.com/solutions/wp_implementation.php
http://blog.splibrarian.com/
@sarahhaase
Questions?

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When cookie-cutter SharePoint user adoption doesn't cut it

  • 1. When Cookie-Cutter User Adoption Doesn’t Cut It… Sarah Haase SPSNYC July 2019
  • 2. Sarah Haase Enterprise Librarian/Corporate Evangelist Office Apps & Services MVP SharePoint Saturday Twin Cities organizer blog.splibrarian.com @sarahhaase
  • 6.
  • 7.
  • 8. The commonality between the classic wicked problems and our SharePoint challenges is the social challenge of driving an unending series of changes across population groups without any guidepost or verification that our measures are taking hold. - Paul Culmsee
  • 9. User adoption can’t be boiled down to a game of Simon…
  • 10.
  • 12. “…depending on the conditions, something that works for one organisation may completely suck for another (thereby invalidating the notion of an arbitrary “best” practice).” - Paul Culmsee https://www.linkedin.com/pulse/what-does-project- management-mean-me-managers-sermon-paul-culmsee
  • 14. Who owns the strategy? Do you have the right skill set in place? Do you have tummlers in place? Community organizers are key to driving adoption success. Make sure you’re starting out with the right mix of personalities & talents. Implementation team
  • 15. Do your executives understand user adoption is a service and not a project? Executive support is vital. Without executive support, your passion project can never become an enterprise strategy. Leadership
  • 16. Your users Are they overwhelmed by technical jargon? Are they disenfranchised due to previous bad experiences? Have they been “voluntold” and resent the imposition? Your user adoption strategy needs to be inspired by and designed for your users.
  • 17. What 3 words would your employees use to describe your company? Is it toxic? Is it innovative? Is it truly a ‘best place to work’? A study in company personality, cultural norms, and company nomenclature will help you position your user adoption strategy. Company “feel”
  • 18. Outcome What’s your user adoption vision? What problem are you trying to solve? Don’t get ahead of yourself. Focus on the 100-level outcomes before the 400-level ones. Take the time to build an adoption strategy that reflects where you are today and where you’re going.
  • 20. Formation Adoption Maturation • Initiative 1 • Initiative 2 • Initiative 3 • Initiative 1 • Initiative 2 • Initiative 1 • Initiative 2 The user adoption continuum
  • 21. Formation Adoption Maturation • SP2013 deployment • Formalized governance • Help desk support • 1:1 coaching • ROI case studies • Internal SPUG • Lightning Rounds • SP2013 training program • SharePoint Ninjas • Hack-a-thon Company A
  • 23. ROI Case Study • Need – Teams used multiple versions of a single Excel spreadsheet to submit, track & assign issues • Solution – Moved data online to SharePoint – Built an automated work queue. When team members log in, they see issues assigned to them • Benefits – No more work compiling & sharing multiple spreadsheets – Everyone can add/view issues simultaneously – No more duplicate reporting of issues – Employees have a dashboard that queues up key deliverables – Total savings = $11,267/month and $135,200/year
  • 26. Build effective SharePoint sites. Evangelize collaboration. Teach others what they know. Support our enterprise vision. Remain embedded on business teams. A ninja’s purpose:
  • 28.
  • 29. What is “community engagement?”
  • 30. Annual review input Invite to monthly event Cool Active Directory name Desk swag Extra MySite space Prioritized SharePoint help tickets Seat on enterprise SharePoint advisory board Special sandbox access Gift vouchers Days off work Peer recognition Free coaching / mentoring Free training certificates Serious brag rights Special parking spot Conference passes
  • 31. 4 Teams… 1 Challenge… 2 Days… SharePoint Hack-a-thon
  • 33. Formation Adoption Maturation • Hold innovation game sessions • Host coffee chats • Seed ‘starter’ projects • Build ROI case studies • Simplify governance processes • Launch SharePoint training • Build an internal SPUG • Launch a Collab Hub • Deploy a SharePoint Showcase • Solution Days event • Recognition program Company B
  • 35. Discover new business opportunities Drive strategy Drive product roadmaps Improve sales & service effectiveness Create deeper relationships w/your customers Understand complex product relationships Understand product evolution Identify areas of improvement Prioritize market needs Determine WHY and HOW
  • 36.
  • 37.
  • 38.
  • 39.
  • 41. 0 20 40 60 80 100 120 140 160 180 200 Sep-16 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 User Group Attendance Attendance Linear (Attendance)
  • 42. Formation Adoption Maturation • SP2013 deployment • Formalized governance • Help desk support • 1:1 coaching • ROI case studies • Internal SPUG • Lightning Rounds • SP2013 training program • SharePoint Ninjas • Hack-a-thon Company A
  • 43. Formation Adoption Maturation • Hold innovation game sessions • Host coffee chats • Seed ‘starter’ projects • Build ROI case studies • Simplify governance processes • Launch SharePoint training • Build an internal SPUG • Launch a Collab Hub • Deploy a SharePoint Showcase • Solution Days event • Recognition program Company B
  • 44. “Adoption is not something that can be mandated. Adoption occurs when users decide for themselves that the solution provides them with a net benefit.” - Socialtext white paper http://www.socialtext.com/solutions/wp_implementation.php