Stop

Pushing,Presented by:

Dan Keldsen, President ofPushing,

Get Your

Team to Pull!

Dan Keldsen, President of

www.InformationArchitected.com

Hashtag for Webinar: #e2pull

@dankeldsen

@centraldesktop

Agenda

Webinar Introduction (5 mins)

Featured Speaker: (40 mins)

Dan KeldsenDan Keldsen

Q&A Session (15 mins)

About Dan Keldsen

Expertise:

• Innovation management

• Social business

• Enterprise 2.0/Web 2.0

Background

• Information Architected: president

and Principal Consultant

• AIIM International: former director and co-founder,

Market Intelligence unit

• Delphi Group: former senior analyst, consultant and CTO

Collaboration Insights Webinars

Connect

you with

thought

leaders

Teach you

collaboration

concepts

Empower

you to drive

change

TODAY

Webinar brought to you

by Central Desktop

A complete,

cloud-based

social collaboration

platform platform

for business

Founded in 2005

HQ in Los Angeles, CA

500,000+ users globally

56% of the Fortune 1000 use

Who We Are

56% of the Fortune 1000 use

our product

Award-winning cloud-based

collaboration platform

How We Help

Simplify the Way You WorkCentralize your work securely in the cloud.

Work FasterEliminate unnecessary work so you can focus on what matters.Eliminate unnecessary work so you can focus on what matters.

Get People InvolvedGain insight into your people, work styles and projects.

You Can Count on UsWe work with you to help solve your unique business challenges.

Thousands of Customers*

How to ask Questions

• During webinar, use

Questions box.

• Formal Q&A will follow

presentation.presentation.

What We’ll Cover

Strategies for:Pre-engagement

Rollout

Re-engagement

War stories:Collaboration deployments gone badCollaboration deployments gone bad

Success stories:Top reasons why people DO use (and even love) their collaboration platform

Based on Techniques from:Marketing, Sales, Influence, Gaming, Design and Agile that increase user adoption and engagement

We’ve Been Doing it Wrong*

3 Collaboration Crutches

1. We’ve been taught not

to collaborate

2. Management is anti-

collaborationcollaboration

3. Technology only

magnifies collaboration

skills & attitude

Bonus Content: Listen to interview with Carlos

Dominguez of Cisco on Virtual Collaboration Problems:

http://bit.ly/xQYbH

No More Spray & Pray

It’s Time to Focus

Image Source: Halo – Microsoft Studios and Bungie Software

Ready?

Time to Engage Your Brains

Q: Are all IT projects doomed?

Q: Are all marketers liars?

Photo credit: http://www.flickr.com/photos/festivalinternacionaldeteatroclasicodealmagro/5657392648/

Q: Are all salespeople evil?

Photo credit: http://www.flickr.com/photos/rjs1322/1009831723/

Learn from the Masters*

Marketing Sales Gaming

It’s Not Luck

©2010 Information Architected, Inc.

www.InformationArchitected.com

www.IAIUniversity.com

It’s Serious Skillz*

Bonus Content: See video of 2009 E2.0 Keynote

presentation at http://bit.ly/r7sfMD

Has an inability to effectively

collaborate negatively impacted your

organization? (n=114)

Source: Information Architected, Inc.

Insights from IBM’s Global CIO Study

• Actively use collaboration and partnering technology

within IT organization 60 percent more often

• Spend 94 percent more time integrating business

and technology to innovate

• Devote 87 percent more of their time

to enabling business and

corporate vision

High-Growth CIOs

Low-Growth CIOsMired in tactical execution

and IT issues

corporate vision

Planning the Strategy

Successful Collaboration Platform

Pre-Engagement

Roll-out

Re-Engagement

What You Wanted to Know

We asked:

Do you have any

specific concerns

about pre-

You answered:

•What is the process/strategy?

•How do you avoid confusing people and have simpler tools?

•How do you build buy-in?

•How do you get employees to not be afraid of the system? (It was

about pre-

engagement to

post-engagement

process?

be afraid of the system? (It was created to be helpful, not hurtful)

•How to get users to contribute?

•How do you guarantee buy-in before launch?

•How to market collaboration as a benefit for all parties?

•How to engage different audiences for collaboration?

After Launch*

*is Where You Succeed or Fail*

Photo: NASA

Not When You Wave Goodbye*

And Go Home*

Photo: NASA

Pre-Engagement Questions

to Ask for Collaboration• What’s the context?

• What goes in here?

• Who has access?

• Where’s my old stuff?

• Is this an empty library and we have to figure it out?• Is this an empty library and we have to figure it out?

• Is there content or conversations that should NOT go in here? If so, where do they go?

• Why should I use this system vs. something else?

• Does anyone own this?

• Who do I ask for questions?

• Is there training?

Myth

Photo Credit: http://www.flickr.com/photos/mararie/1341257723/2

People Hate Change

Croc Brain is Picky

Source: Pitch Anything by Oren Klaff

( It will ignore you if possible )

Source: Pitch Anything by Oren Klaff

Mastery

Regular

Enthusiast

3 Key Stages in the Lifecycle

Onboarding

Habit-Building

Newbie

Regular

Source: Amy Jo Kim

Positive EmotionVisible Progress

Deconstructing

Engagement Loops

Positive EmotionFun / Delight / Trust / Pride / Curious

Newbie

Onboarding

(social) Call to ActionCustomize / Share / Help / Compete

Player (re)EngagementTask / Mission / Game / Quiz / Gift

Visible Progress Stats / Challenges / Awards / Messages

Source: Amy Jo Kim

Common Collaboration Cases

Three primary use cases tend to be:

1. Find a specific piece of information

(library)

2. Complete a specific task2. Complete a specific task

3. Find an expert or appropriate person

4. Collaborating to create, locate, update or

complete the above

Show Progress & What’s Next

Feedback is key to

engagement, and

engagement is what

makes collaboration

Source: LinkedIn –Profile Completeness

makes collaboration

systems successful.

No engagement =

no use =

complete waste

Source: http://dribbble.com/shots/142779-Progress-bar-lives

Source: LinkedIn

Strategy + 3 Cs = Ripe Target

Needs, behaviors

Information needs, audience types,

expertise, experience, tasks,

information-seeking

behaviors

Structure, meaning

Document/data types,content

objects, meta-information, existing

structure, future structure, volume

ContentCommunity

Culture, technology

Business models & goals,

corporate culture, technology,

funding, politics, resources,

constraints

Context

Community

IA

Planning the Strategy

Successful Collaboration Platform

Pre-Engagement

Roll-out

Re-Engagement

Acting

CompeteExpress

Social Gaming Engagement Styles (2011)

Content Players

Interacting

CollaborateExplore

Source: Amy Jo Kim

Acting

Express Compete

Win Challenge

Showoff

Compare Taunt

CreateDesign

Customize Choose

Purchase

Decorate

Build

Social Engagement Verbs

Content Players

Interacting

Explore Collaborate

GiveHelp

Comment Like

Share

GreetCollectRate

View

Review

Vote

Curate

Compare TauntCustomize Choose

Source: Amy Jo Kim

Different VIEWs on Decision-

Making and Problem-Solving

Orientation to Change

DeveloperExplorer

Manner of Processing

Ways of Deciding

Person Task

External Internal

Bonus Offer: For webinar attendees, take advantage

of free VIEW for Two offer: bit.ly/opgLWI

Complications of Real WorkInfo is Everywhere,In Many Forms

Time Available andUrgency Varies

Feedback Feeds Forward

So Get Out of Your Cube and

Get to Know Your 3 Cs and

Turn on the Engagement Loop!

Photo credit: http://www.flickr.com/photos/sundazed/1450388845/

Recap: 3 Major Frames

Strategy ofPre-

Engagement, Roll-out, Re-Engagement

3 Csof

Content, Context,

Community

Engagement Lifecycle ofNewbie, Regular,Expert

Questions? Comments?

Isaac Garcia, CEO

CentralDesktop.com

ceo@centraldesktop.com

Twitter: @isaacgarcia

Dan Keldsen, President

InformationArchitected.com

dk@InformationArchitected.com

Twitter: @dankeldsen Twitter: @isaacgarcia

866.900.7646

Twitter: @dankeldsen

617.933.9655