Enterprise Social Computing with Microsoft SharePoint 2010

1. Enterprise Social Computing with Microsoft SharePoint 2010 Presented by Bo Foster, CIO Bennett Adelson

2. Agenda for Today Enterprise Social Computing with Microsoft SharePoint 2010 • Who is Bennett Adelson • General trends and what we are seeing • Opportunities and challenges • Social computing with SharePoint 2010 • Communities, Content • Architectural considerations • Lessons leaned and keys to success… • Roundtable discussion

3. Who is Bennett Adelson? • 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 SIGNIFICANT ACHIEVEMENTS 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 2010 Microsoft Partner of the Year Finalist 2011 Microsoft Partner of the Year, Heartland District

4. Information Worker Solutions SHAREPOINT IMPLEMENTATION 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 Architecture and design for Internet, Intranet and Extranet Collaboration, Portals, Enterprise Search, BI, Business Apps On-Premise and SharePoint Online UPGRADE SERVICES Evaluation of new SharePoint versions Architecture Design Sessions Upgrade from SharePoint 2003, 2007 Deployment Planning Services CRM IMPLEMENTATION Planning, Analysis & Deployment Administrator & End User Training Online or On Premise RECOGNITION Business Intelligence KPI & Decision Portals Data Warehousing Ad Hoc Analysis & Reporting

5. What are the trends of social computing? • The natural evolution of social behavior • Shift in focus from content to people • Value reported from the experiences and ideas of large groups, “collective intelligence” • Communities of interest and teamsites • Emergence of collaborative technologies • Consumerization of corporate IT • Web 2.0, Enterprise 2.0

6. 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) 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. “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.

7. How far will social computing go? …Enterprise social software is not merely another set of collaboration 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 and how can social business practices help transform my business and relationships? (Source: IDC Whitepaper January 2011)

8. 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

9. Critical Mass = Value

10. … there is real value… • From Deloitte’s research report: Social software for business performance

11. Other sources of value • Employees who are more empowered, productive, and visible inside and outside the organization • Customers that are more engaged through community participation, contributing content, and providing product feedback • Deeper relationships with stakeholders, including customers, employees, partners, and suppliers • More organizational transparency and agility • Higher productivity and satisfaction among employees • Accelerated innovation and better intellectual capital reuse (Source: IDC Whitepaper January 2011)

12. Common BA Client Goals • Avoiding digital landfills, make the information discoverable • Capturing the value of collective intelligence • Enablement of people to become visible and interact inside and outside their organizations • Solve specific organizational/business problems • Easy to learn and use • Avoiding a viral runaway • Capabilities of new Web 2.0 tools • Speed, convenience, social interaction • Positive outcomes

13. Achieving Positive Results! • Social • Tools • User Interaction • Positive Outcomes! • Community Engagement • Better • Content

14. SharePoint’s Social Tools

15. SharePoint’s Position in the Market “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 areas like 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)

16. SharePoint’s Position in the Market (Source: Forrester, Q3 2011 Report)

18. Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Sites Composites Communities PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Insights Content Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Search Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline

19. Social Networking • My Site • Profile • Social networking • People search • Social feedback • Publishing • Blogs • Wikis

20. MySite Public Page

21. 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 on • A newsfeed for tracking activities such as social tags, status updates, and comments by colleague • A tag and note tool that helps you conveniently tag or post notes on sites directly from a Web browser • A shared picture library, shared document library, and personal document library • The ability to add custom Web Parts such as a Really Simple Syndication (RSS) viewer for viewing RSS feeds from blogs, news sources, and so on • An organizational browser that uses Microsoft Silverlight 3 to provide a dynamic organizational browsing experience • The ability to manage colleagues and memberships from one location

22. My Site Components My Network My Profile My Content My <other> Pages My Site My Site MySite Host My Site Site Collections My web application Web App Enterprise Managed Metadata User Profile Services Search Service Application Proxies

23. User Profiles • Maintains current user information • Multiple sources • Sets user context • Organization Browser • Status • Recent activity • Common relationships • Expertise • Ask me about

24. Social Networking • Tracking Colleagues • Better, more readable “newsfeed” • Tracking colleagues for • Extensible for third parties • E-mail notifications • Note board • Colleague addition • Keywords suggestions • Profile Updates • Alerts to update profile • Status message

25. Social Tagging • Social tagging • Expertise tagging • Social bookmarking

26. Feedback • Tagging • Bookmarking • Note board • Ratings Keyword Suggestions Activity Tracking

27. Tags, Notes and Ratings

28. User Generated Content and Participation • Blogs • Wikis • Enterprise Wikis • Traditional Content

29. Managing Content User Experience – PC, Phone, Browser Traditional Content Management • Social Networking and Collaboration • Social Networking and Collaboration Traditional Content Management Search Delivers Engaging Information Experiences

30. Metadata: taxonomy or folksonomy?

31. Managed Data Services • Terms • Term Sets • Term Store

32. Lessons Learned In your opinion, what are the key challenges/concerns associated with using and implementing social software? n = 700 Source: IDC’s Social Business Survey, September 2010

33. Principles for Social Initiative Planning • Clearly identify the business problem(s) SC will impact • Recruit 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 examples • Pilot, then implement improvements • Manage expectations

34. Recommendations • Facilitate rich profiles • Build profiles for key leaders and influencers • Encourage employees to use and update profiles • Educate and make help readily available • Combine HR and user generated content • Verify accuracy of content

35. Recommendations • Develop a Intranet SC home page • Provide navigation to current intranet • Tie MySites and TeamSites/Communities of interest together under the intranet brand • Use for announcements, CEO Blog and Corporate Calendars • Communication tool, as well as a place for training materials, FAQs, etc

36. Intranet Depts. MySite Info TeamSite Info MySite Help? About Office 365 Project Announcements Getting Started with YOUR PROFILE! Contact the Team Comments Request TeamSite Register Your MySite

37. Recommendations • Require users to register • Create 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

38. Recommendations • Minimize customization to MySites • All sites we have worked with have minimal branding • Low risk of interfering with how the tools work • Organization will learn the tools and needs will be clearer • Users are more likely to find the best way to work • Users will appreciate the ability to customize to their taste • Develop a preliminary set of metadata • Facilitates discovery of relevant information • Helps locate expertise and interested parties • Designate a steward (Librarian)

39. Planning Overview Business Planning Technical Planning Plan platforms User 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 • Adoption • Identify the problem! • Initiative planning • Cultural challenges • Post-launch strategies • Governance process

40. Governance – Guiding Principles Strategic vision & customer experience Operational efficiency STRATEGIC VISION BUDGET & PROGRAM CONTROL POLICIES & PROCEDURES BEST PRACTICES CUSTOMER EXPERIENCE METRICS & PERFORMANCE MANAGEMENT • 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 • 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

41. Cultural Challenges • Fear by management over loss of control • Fear by employees over loss of personal value • Confusion over the business impact of new social tools • Hesitant about change and breaking away from existing conventions

42. Post-Launch Adoption Strategies • Encourage acceptance through viral growth • Train where appropriate • Advertise the social computing roll-out • Encourage and respond to feedback • Sponsorship and approval from management • Incorporate into employee related business processes – mentoring, skills validation • Leverage new media • Integrate social computing capabilities business processes

43. Roundtable Questions Does your organization have: • 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?