Enterprise Social Computing with Microsoft SharePoint 2010

Presented by Bo Foster, CIO Bennett Adelson

Agenda for TodayWho is Bennett AdelsonGeneral trends and what we are seeingOpportunities and challenges Social computing with SharePoint 2010

Communities, ContentArchitectural considerationsLessons leaned and keys to success…Roundtable discussion

Enterprise Social Computing with Microsoft SharePoint 2010

SharePoint Deployment Planning Services

Who is Bennett Adelson?

SIGNIFICANT ACHIEVEMENTS2010 Microsoft Partner of the Year Finalist2011 Microsoft Partner of the Year, Heartland District

Member of Microsoft’s Application Platform Partner Advisory Council

One of only 15 companies in the US on Microsoft’s Windows Mobile All-star Team

Practice Directors comprised of Industry Leaders and Subject Matter Experts

Members of the Microsoft Partner Advisory Council

Many Early Adopter & and Technology Specialist program offerings

Information Worker Solutions

RECOGNITION

SharePoint 2010 Patterns & Practices Partner Advisory Council

Gold Certified Partner for Portals & Collaboration

Dynamics CRM Advisory Board Member

Office365 TAP Member

Founder: Cleveland SharePoint Roundtable

SHAREPOINT IMPLEMENTATIONArchitecture and design for Internet, Intranet and Extranet

Collaboration, Portals, Enterprise Search, BI, Business Apps

On-Premise and SharePoint Online

UPGRADE SERVICESEvaluation of new SharePoint

versions

Architecture Design Sessions

Upgrade from SharePoint 2003, 2007

Deployment Planning ServicesCRM IMPLEMENTATIONPlanning, Analysis & Deployment

Administrator & End User Training

Online or On Premise

Business IntelligenceKPI & Decision Portals

Data Warehousing

Ad Hoc Analysis & Reporting

What are the trends of social computing?

The natural evolution of social behaviorShift in focus from content to people Value reported from the experiences and ideas of large groups, “collective intelligence” Communities of interest and teamsitesEmergence of collaborative technologiesConsumerization of corporate ITWeb 2.0, Enterprise 2.0

SC is gaining momentum…“Social networking has roared to the top of many corporate to-do lists. In an eMarketer survey of 227 companies with more than 100 employees, 80% of the respondents said that their companies intended to use social media for marketing purposes in 2011, up from 58% in 2009.”(Source: CIO Magazine, September 2011)

“CIO Survey In the next five years, do you think real-time workplace communication tools –for example, Instant Messaging, SharePoint, Yammer, etc. –will be more or less popular than email among employees?” Much more popular: 13 percent; Somewhat more popular: 41 percent; The same: 38 percent; Somewhat less popular: 5 percent; Much less popular: 2 percent; and Don’t know/ no answer: 1 percent.

According to IDC’s Social Business Survey conducted in September 2010, 41% of respondents indicated that they have already implemented an enterprise social software solution and 35% of survey respondents believed that using social software made them more productive.

By 2014, Gartner predicts that social networking services will replace e-mail as the primary vehicle for interpersonal communication by as many as 20% of business users.

…Enterprise social software is not merely another set ofcollaboration tools but an emerging way to conduct business. Social software adoption is on the rise, and the interest in social business transformation has gained increased attention worldwide.

Every business leader should be asking: Where andhow can social business practices help transform my business and relationships?

(Source: IDC Whitepaper January 2011)

How far will social computing go?

Where’s the value?

• Drive collaboration and social interaction across geographic and organizational boundaries

• Transfer tacit knowledge into information and knowledge management solutions

• Enhance discoverability of resources through new ways of communication

• Capture the “wisdom of the masses” by gathering social feedback

• Establish a sense of belonging and connection to the company

Critical Mass = Value

… there is real value…

From Deloitte’s research report: Social software for business performance

(Source: IDC Whitepaper January 2011)

Other sources of value

Employees who are more empowered, productive, and visible inside and outside the organizationCustomers that are more engaged through community participation, contributing content, and providing product feedbackDeeper relationships with stakeholders, including customers, employees, partners, and suppliersMore organizational transparency and agilityHigher productivity and satisfaction among employeesAccelerated innovation and better intellectual capital reuse

Common BA Client GoalsAvoiding digital landfills, make the information discoverableCapturing the value of collective intelligenceEnablement of people to become visible and interact inside and outside their organizationsSolve specific organizational/business problemsEasy to learn and useAvoiding a viral runawayCapabilities of new Web 2.0 tools

Speed, convenience, social interactionPositive outcomes

User Interactio

n

Community

Engagement

BetterConten

t

Positive Outcomes!

SocialTools

Achieving Positive Results!

Rich/Accurate Profiles

Search

User Generated Content

Tagging and Meta data

Social Networking

SharePoint’s Social Tools

“If there’s an 800-pound gorilla in your enterprise called SharePoint, it makes sense to begin the analysis of enterprise social platforms there. With the release of SharePoint 2010, Microsoft has unambiguously entered the enterprise social platform landscape.

Microsoft addressed many gaps in 2010, including improved wiki and blog support, the addition of pervasive tagging and tag clouds, and the introduction of a user-updating stream (or activity stream). Microsoft does well leveraging adjacent technical capabilities to extend the value of social. In some instances, like My Sites (profile and user home page), the results are impressive. Profile data can be deeply enriched through integration with external applications using the Business Data Catalog.

SharePoint maintains a dominant position in overlapping functional areaslike portals, content management, and collaborative workspaces. Yet like most horizontal platforms, SharePoint is a poor fit for best-of-breed requirements, and its three-year release cycle proves limiting to clients that want to take advantage of the latest social technology innovations.

(Source: Forrester, Q3 2011 Report)

SharePoint’s Position in the Market

SharePoint’s Position in the Market

(Source: Forrester, Q3 2011 Report)

Microsoft SharePoint 2010Ribbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS

Communities

Search

Sites

Composites

ContentInsights

Social Networking

My SiteProfile Social networking

People searchSocial feedbackPublishing

BlogsWikis

MySite Public Page

My Site Web sites in SharePoint Server 2010 include the following:

A profile for each user where users can share their expertise, profile pictures, and so onA newsfeed for tracking activities such as social tags, status updates, and comments by colleagueA tag and note tool that helps you conveniently tag or post notes on sites directly from a Web browserA shared picture library, shared document library, and personal document libraryThe ability to add custom Web Parts such as a Really Simple Syndication (RSS) viewer for viewing RSS feeds from blogs, news sources, and so onAn organizational browser that uses Microsoft Silverlight 3 to provide a dynamic organizational browsing experience The ability to manage colleagues and memberships from one location

My SiteMy Site

My Site Components

My Networ

k

My Content

My Profile

MySite Host My Site

My web application

My <other

>

Enterprise Managed Metadata

User Profile

ServicesSearch

Pages

Site Collections

Web App

ServiceApplicationProxies

User Profiles

Maintains current user informationMultiple sourcesSets user context

Organization BrowserStatusRecent activityCommon relationships

ExpertiseAsk me about

Social Networking

Tracking ColleaguesBetter, more readable “newsfeed”Tracking colleagues forExtensible for third parties

E-mail notificationsNote boardColleague additionKeywords suggestions

Profile UpdatesAlerts to update profileStatus message

Social TaggingSocial taggingExpertise taggingSocial bookmarking

Feedback

TaggingBookmarkingNote boardRatings

Keyword Suggestions

Activity Tracking

Tags, Notes and RatingsTags Notes Ratings

Description Keyword bookmarking

Short comments (<3000 characters)

5-Star Ratings

Web part/control No Yes Yes

Discover content by colleague or keyword

Both Colleagues Colleagues

Web pages, List Items, Documents

Yes Yes Yes

Doc Library/List Sort and Filter

Yes (Doc authors only, requires enterprise keywords field)

No Yes

Indexed by Search Yes No Yes

Bookmark-let for external or non-SharePoint pages

Yes Yes No

Enterprise taxonomy management

Yes No No

In Office 2010 Client Yes (Doc authors only, requires enterprise keywords field)

Yes No?

In Office Web Apps Yes Yes No

User Generated Content and Participation

BlogsWikisEnterprise WikisTraditional Content

Managing Content

Search Delivers Engaging Information Experiences

Social Networking and Collaboration

Traditional Content

Management

Metadata: taxonomy or folksonomy?

Managed Data Services

TermsTerm SetsTerm Store

Lessons LearnedIn your opinion, what are the key challenges/concerns associated with using and implementing social software?

n = 700Source: IDC’s Social Business Survey, September 2010

Principles for Social Initiative Planning

Clearly identify the business problem(s) SC will impactRecruit early adoption groups that are visible and credible to drive viral adoption Focus on usefulness, usability, and design in your solution Provide best practices and examplesPilot, then implement improvementsManage expectations

RecommendationsFacilitate rich profiles

Build profiles for key leaders and influencersEncourage employees to use and update profilesEducate and make help readily available Combine HR and user generated contentVerify accuracy of content

Recommendations

Develop a Intranet SC home page

Provide navigation to current intranetTie MySites and TeamSites/Communities of interest together under the intranet brandUse for announcements, CEO Blog and Corporate CalendarsCommunication tool, as well as a place for training materials, FAQs, etc

RequestTeamSite

Contact the TeamComments

Intranet Depts. MySite Info TeamSite Info MySite Help?

Getting Started withYOUR PROFILE!

Announcements

Register Your

MySite

About Office 365 Project

Recommendations

Require users to registerCreate a public profile in order to interact with others Users must accept the site’s terms of use, (will help get Legal on-board)Users can view the site, but not post, without accepting the terms.

Create a easy process to request team sites

RecommendationsMinimize customization to MySites

All sites we have worked with have minimal brandingLow risk of interfering with how the tools workOrganization will learn the tools and needs will be clearerUsers are more likely to find the best way to workUsers will appreciate the ability to customize to their taste

Develop a preliminary set of metadataFacilitates discovery of relevant information

Helps locate expertise and interested partiesDesignate a steward (Librarian)

Planning Overview

Business Planning

AdoptionIdentify the problem!Initiative planningCultural challengesPost-launch strategiesGovernance process

Technical Planning

Plan platformsUser Profile service overview Plan user profiles Plan policies for user profiles Plan for profile synchronization Plan for audiences Plan for My Site Web sites Plan for collaboration sites

BUDGET & PROGRAM MANAGEMENT

• Control budget

• Manage the deployment of common architecture, infrastructure, and technology strategy

• Manage program schedule, issues, risks, resources, reporting, & communications

• Execute the business plan/business case

• Staff and coordinate team members

METRICS & PERFORMANCE MANAGEMENT

• Manage the program’s overall business performance against desired results

POLICIES & PROCEDURES

• Manage the development and deployment of common policies and procedures

STRATEGIC VISION

• Develop, communicate and govern the website strategy aligned with business goals

• Define the strategic roadmap and tactical imperatives

• Provide utility and consultancy

CUSTOMER EXPERIENCE

• Gather customer requirements, needs and wants

• Guide consistency regarding the customer experience

BEST PRACTICES

• Keep abreast of best practices across websites as well as other industries

• Capture and leverage best practices across websites, where appropriate

Governance – Guiding Principles

METRICS & PERFORMANCE MANAGEMENT

BEST PRACTICES

BUDGET & PROGRAM CONTROL

STRATEGICVISION

POLICIES & PROCEDURES

CUSTOMER EXPERIENCE

Strategic vision & customer experience

Operational efficiency

Cultural Challenges

Fear by management over loss of controlFear by employees over loss of personal valueConfusion over the business impact of new social toolsHesitant about change and breaking away from existing conventions

Post-Launch Adoption Strategies

Encourage acceptance through viral growthTrain where appropriateAdvertise the social computing roll-outEncourage and respond to feedbackSponsorship and approval from managementIncorporate into employee related business processes – mentoring, skills validationLeverage new media Integrate social computing capabilities business processes

Roundtable Questions

a clear example of a business problem SC has/can solve?a social media policy?a working SC solution today?teams using public SC services?need a more efficient, yet informal way for small groups and teams within your organization and supply chain to collaborate and problem solve (outside of e-mail)?spend a lot time trying to track down the current experts on certain topics within your organization? a sense for the critical pockets of knowledge and expertise within your organization? looking for way to attract and retain younger talent?

Does your organization have: