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Congratulations, you've successfully deployed IBM Connections 4.x! Now what?

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Presentation given at BLUG 2013 by Stuart McIntyre of Collaboration Matters.

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Congratulations, you've successfully deployed IBM Connections 4.x! Now what?

  1. 1. Congratulations, youvesuccessfully deployed IBM Connections 4.x! Now what? Stuart McIntyre, BLUG 2013
  2. 2. Your SpeakerStuart McIntyreCTO of Collaboration Matters, a Social Business ConsultancyIBM Champion 2011/2012Blogger (stuart-mcintyre.com), Tweeter (@stuartmcintyre) and all around SocialMedia advocatePodcasterFeel free to contact me, socially of course! 2
  3. 3. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬The Ten Steps to Social Business‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...Q&A 3
  4. 4. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬The Ten Steps to Social Business‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...Q&A 4
  5. 5. So, Stuart, why this session? Thankfully, seeing loads more sessions on Connections & Social Business at LUGs and IBM Connect But... Focus still on technical deployment, not pre- or post-install or delivering business value And... This is where I spend 80%+ of my time on projects 5
  6. 6. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬The Ten Steps to Social Business‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...Q&A 6
  7. 7. Let’s start at the very beginning, it’s a verygood place to start... We get pulled into too many Social Social Business projects don’t end Business projects at implementation when technology is deployed, either... stage Social Business is a platform that Technology deployment should be delivers most value when fully dealt with about half way through customised, integrated and adopted project, never the first consideration to suit an organisation or community You wouldn’t start building a house by You wouldn’t move into a house fitting the stairs or front door, now without equipping it with power or would you? water, or decorating it? 7
  8. 8. ‘Start at the beginning’The Right Way... 8
  9. 9. The Collaboration Matters Approach (abridged):1. Establish the Vision2. Requirements Analysis3. Get the Business Buy-in4. Build the ‘Immersion Tank’5. Immersion & Identification of ‘first-wavers’6. Solution Design & Development7. Deployment8. Customise, Test, Review (repeat)9. Adoption Planning & Analysis10.Launch (and re-launch) (Rinse & Repeat) 9
  10. 10. Also, 10 Steps to Social Business (Alan Hamilton):1. Integrate Social into your business processes2. Customize the experience3. Set Governance and Social Policy Rules4. Hire Community Managers and Social Job Roles5. Leaders Must Show the Way6. Evangelize and Enable7. Communicate the What, Why and How of your Social Business Plan8. Motivate and Engage9. Reverse Mentor your Leaders10.Show the Metrics of Value 10
  11. 11. The Collaboration Matters Approach (abridged):1. Establish the Vision2. Requirements Analysis3. Get the Business Buy-in4. Build the ‘Immersion Tank’5. Immersion & Identification of ‘first-wavers’6. Solution Design & Development7. Deployment8. Customise, Test, Review (repeat)9. Adoption Planning & Analysis10.Launch (and re-launch) (Rinse & Repeat) 11
  12. 12. ‘Start at the beginning’The Wrong Way... 12
  13. 13. ‘I wouldn’t start from here’: ‘Hey we’re entitled to Files and Profiles... Who wants to download Connections from Passport Advantage?’ ‘I think Connections would be great for our team, lets install it onto our department server...’ ‘I think what we need is a pilot...’ etc. 13
  14. 14. Successful Connections projects tend to be: Championed by the Business Matched to 80/20 Rule (Business vs Firmly Project Managed Technical attention) Driven by User & Organisation Managed and Delivered using Social Requirements Tools Iterative Staffed by Enthusiastic Community Managers Focused on the End User (always) 14
  15. 15. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬The Ten Steps to Social Business‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...Q&A 15
  16. 16. ‘Social Business’ - a clue!If you haven’t got it already, it is really, truly, completely, about the...Social Business!Even as a career-long technologist, the technology is a tiny part of any SocialBusiness or Social Collaboration projectMore Social Business projects fail for lack of Business leadership and focus than forany other reasonGot that? ;-) 16
  17. 17. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬The Ten Steps to Social Business‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...Q&A 17
  18. 18. But we didn’t start from there...This session is called ‘Congratulations, youve successfully deployed IBMConnections 4.x! Now what?’ 18
  19. 19. So, let’s assume...You’re an existing IBM customerYou’ve deployed IBM Connections using the docs, some training, or the excellentConnections101.net resourcesYou’ve completed some elements of the overall project organisation as detailedhereWhat’s next? 19
  20. 20. 1. Scenarios 20
  21. 21. 1a. AnalyseAn empty Connections system is justthat... A void. Avoid.Survey your key champions anddepartments/teams (ideally non-IT)What are their key pain points today?Where do their workflows fail?Where does collaboration breakdown? 21
  22. 22. 1b. DevelopTake results of analysis and build 3-5scenarios demonstrating painsUse mix of real and pseudo usersDevelop these into Connections-based workflows that demonstrate:1) the pain2) the resolution using SocialBusiness tools 22
  23. 23. 1c. DemonstrateOrganise workshops with keystakeholders and known‘collaborators’ to work throughscenariosIf possible, get users to accesssystem using pseudo IDs themselvesGauge accuracy and response theniterate scenariosWork to identify ‘first-wavers’ 23
  24. 24. 1d. BuildSuccessful scenarios (and solutions)become first Connections communitiesThose that are identified as beingpassionate or insightful duringworkshops can be identified aspotential Community ManagersRinse and repeatRemove pseudo users and contentbefore go-live 24
  25. 25. 2. Identities 25
  26. 26. 2a. ResearchThere is no social collaboration turn-off worse than an empty profileAudit the best resources for Profilesdata around the organisation orcommunityHR systems, spreadsheets, imagelibraries, security/pass systems,telephone directories etc. 26
  27. 27. Why are Profiles important? Networking Social Seekers Contributors Critical Success FactorsCollaborative I need someone I am someone Tools Awareness How do I know who is out there? How can I become more known? Competence (Trust) Is this person competent? How can I advertise my expertise? Benevolence (Trust) Will this person help me? How can I develop my reputation as a trusted partner? Mechanism Do we have a method to collaborate? 27
  28. 28. 2b. AnalyseWhich resources can be trusted forwhich attributes?Which system holds the source ororiginating data?Do users have successfulestablished online methods ofediting data?Are there tried and tested layouts orworkflows? 28
  29. 29. 2c. AggregateWorking on paper...Build workflows for construction ofProfiles, editing of Profiles data andsharing with other systems(Not all attributes should beconsidered editable in Connections) 29
  30. 30. 2d. BuildUse combination of: Included TDI assembly lines (population/sync of data into Connections) Custom TDI assembly lines Event Handlers (can capture writes of Connections data and push to other systems) Additional intermediary databases 30
  31. 31. 2e. FinallyConnections has significant advantagesin this area over competing systemsCome to my other session thisafternoon for much more on this topic 31
  32. 32. 3. PWYPPossibly the most important point made in this session... 32
  33. 33. 3a. LearnThe project team for your SocialBusiness / Connections project mustknow how to use (not admin/develop/implement) the toolsThat means knowing how to use theplatform in the real world, not justconceptually... 33
  34. 34. 3b. PlanSo how should you run your SocialBusiness project?In Connections, of course...So plan to use all elements ofConnections to deliver the project -particularly Communities, Activities,Files and Status Updates 34
  35. 35. “Email is whereknowledge goes to die” Bill French 35 Source: http://bfrench.info/public/item/5994 (April, 2003)
  36. 36. 3c. Don’t...Don’t use Email!Make a commitment to avoid emailwherever possible through theprojectWe have a great case study where aninternational organisation new toSocial are delivering entire projectwithout email communication 36
  37. 37. 4. Engage, engage! 37
  38. 38. 4a. There’s no substitute!At the risk of repeating myself...Social Business is not an IT project, it’s an Business Change projectWhilst appropriate IT processes and project management are vital - don’t spendyour time looking inward... Look outwards, always...Embrace the first-wavers. Build a user council. Push all ideas and planned changesthrough the council early on.Community managers are key to the success of the project 38
  39. 39. 5. Embrace the Community! 39
  40. 40. 5a. The ISVs are coming...After a few false starts, the ISV community is gatheringaround IBM ConnectionsGreat solutions in areas such as project management,gamification reward & recognition, editing experience andadmin toolsMake sure you are aware what is out there and embrace itLots of free stuff on OpenNTF too! 40
  41. 41. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...We’re just starting out, how should we do it? 41
  42. 42. Let me tell you a story... 42
  43. 43. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...Q&A 43
  44. 44. But I’m a...All this business/adoption/change stuff... What’s in it for me as a technologist? 44
  45. 45. The Collaboration Matters Approach (abridged):1. Establish the Vision2. Requirements Analysis3. Get the Business Buy-in4. Build the ‘Immersion Tank’5. Immersion & Identification of ‘first-wavers’6. Solution Design & Development7. Deployment8. Customise, Test, Review (repeat)9. Adoption Planning & Analysis10.Launch (and re-launch) (Rinse & Repeat) 45
  46. 46. An Admin?Connections is complex. That spells risk, but also real opportunity...Connections ships with some well judged defaults, but also a lot of areas wherethings can be improved 46
  47. 47. An Admin Hit List 1. Design & Scalability - your biggest responsibility 2. Security - tweak those feature security settings and bullet- proof your SSO 3. Search - enable multi-lingual and advanced searcg 4. Enable @mentions in 4.0 5. Add free version of Kudos Badges 6. Fine tune TDI sync process 7. Deploy plugins. Everywhere. 8. Patch and Upgrade. Regularly. 47
  48. 48. A Dev?Connections is a development platform, just like DominoFew are truly embracing it today - very limited skills available - in great demand!OpenNTF are running regular contests to stimulate Connections development 48
  49. 49. A Dev Hit List 1. Community and Homepage widgets 2. Activity Streams and Open Social 3. User management and Profiles 4. Login pages and password management 5. Usage of Social Graph data and business cards in external applications 6. Themes and templates * 49
  50. 50. But in truth, social softwareusers do and the businessproblems the tools address.Jakob Nielsen, Usability Guru 50
  51. 51. The AgendaSo Stuart, why this session?♬ Let’s start at the very beginning, a very good place to start... ♬The Ten Steps to Social Business‘Social Business’ - there’s a clue in there somewhere!But we didn’t start from there...Let me tell you a story...Ah, but I’m an (delete as appropriate) admin/developer/technologist/BOFH...Q&A 51
  52. 52. Thank You!

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