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Future of Work: !
From Simply Sharing To Purposeful Collaboration!

Alan Lepofsky (@alanlepo)!
Vice President and Principal Analyst!

January 2014!

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
What Is Enterprise Collaboration Software?
Business	
  tools	
  
have	
  different	
  
requirements	
  than	
  
consumer	
  tools	
  

Tools	
  that	
  enable	
  
people	
  to	
  work	
  
together	
  towards	
  
a	
  common	
  goal	
  

"Enterprise	
  Collabora0on	
  so1ware	
  enables	
  people	
  to	
  create,	
  discover	
  and	
  interact	
  with	
  
the	
  content,	
  colleagues	
  and	
  communi0es,	
  that	
  can	
  help	
  them	
  get	
  their	
  jobs	
  done."	
  
Departments,	
  
geographies,	
  
interest	
  groups,	
  
customer	
  forums	
  

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

Working	
  towards	
  
a	
  business	
  
outcome	
  
Ten Different Ways To Approach Collaboration
PlaKorm:	
  
Profiles,	
  blogs,	
  
wikis,	
  etc.	
  

Enterprise	
  Social	
  
Network	
  #ESN	
  

collabora0on	
  

Intranet	
  

External	
  
Community	
  

Enterprise	
  LoB	
  
soPware	
  

Unified	
  
Communica0ons	
  

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

SharePoint	
  
Alterna0ve/
Enhancement	
  

Ver0cal	
  
Industry	
  Apps	
  

Niche	
  services:	
  

File	
  sharing,	
  Idea0on,	
  	
  
Note	
  taking	
  
Q&A,	
  etc.	
  

Consumer	
  Hook	
  
Ex:	
  email	
  
The Evolution Of Social Software

First	
  genera0on	
  
collabora0on	
  tools	
  in	
  the	
  
client:server	
  era	
  

-­‐	
  Thick	
  clients	
  
-­‐	
  Proprietary	
  

“Facebook	
  for	
  the	
  
Enterprise”	
  
Standalone	
  collabora0on	
  
plaKorms	
  and	
  social	
  
networks	
  

“Ge5ng	
  Work	
  Done”	
  
Integrated	
  experiences	
  
that	
  aggregate	
  events	
  
from	
  mul0ple	
  enterprise	
  
applica0ons	
  

“Purposeful	
  
Collabora=on”	
  
Na0ve	
  social	
  func0ons	
  
within	
  core	
  business	
  
applica0ons	
  and	
  
processes	
  

-­‐	
  Rise	
  of	
  consumer	
  social	
  
-­‐	
  Cloud:	
  SaaS	
  ,	
  PaaS	
  ,	
  IaaS	
  
-­‐	
  Mobile	
  devices	
  

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4	
  
Provides	
  links	
  
to	
  other	
  systems	
  

Embedded	
  
experiences	
  

Embedded	
  Experiences	
  Maturity	
  Model	
  

Examples:	
  

Level	
  of	
  interac0on	
  provided	
  

How Are “Social” Features Implemented?
1.  Streams	
  with	
  links	
  

3	
  
1	
  

4	
  
2	
  

Variety	
  of	
  access	
  methods	
  

Services	
  can	
  be	
  	
  integrated	
  
in	
  it,	
  or	
  it	
  can	
  be	
  integrated	
  
in	
  other	
  services	
  
	
  
©	
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  2014	
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  Research,	
  Inc.	
  	
  All	
  rights	
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Both	
  

2.  Widgets	
  or	
  embed	
  	
  
code	
  that	
  can	
  be	
  added	
  
to	
  other	
  sites/tools	
  
3.  Streams	
  with	
  ac0ons	
  
4.  Social	
  interac0ons	
  accessible	
  
inside	
  other	
  sites/tools/mobile	
  
Stage One

Sharing	
  

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6	
  
Working In The Stream

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7	
  
Company	
  wide	
  use-­‐cases	
  

• Status	
  updates	
  
• Sharing	
  links	
  
• Asking	
  ques0ons	
  

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8	
  
But Something Is Missing

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9	
  
Stage 2

Sharing	
  

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Geeng	
  Work	
  Done	
  

10	
  
Adding A Social Layer
Company	
  wide	
  usecases
	
  

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Communi0es
	
  

Projects
	
  

Departments
	
  

	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Social	
  layer	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Social	
  layer	
  

11	
  
Integrate	
  with	
  exis0ng	
  business	
  tools…	
  

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12	
  
…	
  and	
  complement	
  exis0ng	
  corporate	
  data	
  

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13	
  
Stream Level Integration

CRM	
  

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ERP	
  

14	
  
BPM	
  In	
  IBM	
  Connec=ons	
  

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15	
  
SAP	
  In	
  IBM	
  Connec=ons	
  

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16	
  
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  rights	
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17	
  
S0ll	
  Adop0on	
  Issues	
  

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Stage 3

Sharing	
  

©	
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Geeng	
  Work	
  Done	
  

Purposeful	
  
Collabora0on	
  

19	
  
Don’t	
  just	
  mimic	
  	
  
social	
  networks	
  

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Improve	
  business	
  tools	
  
and	
  processes	
  

20	
  
Make “Social” A Feature of Your Processes
Customer	
  
Record	
  

Marke0ng	
  
Campaign	
  

Support	
  
Ticket	
  
Social	
  Network	
  
Business	
  Applica0ons	
  
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21	
  
Business Use-Cases
Marke0ng	
  

Sales	
  /	
  CRM	
  

Community	
  /	
  
CX	
  /	
  Support	
  

Social	
  

Engineering	
  

HR/HCM	
  
Learning/
Development	
  

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Industry	
  
ver0cals	
  

22	
  
Business Mad Libs

We	
  need	
  to	
  improve	
  
business	
  process	
  x
_____________	
  
so	
  that	
  we	
  can	
  achieve	
  
desired	
  business	
  result	
  y
________________	
  	
  
	
  

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  –	
  2014	
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23	
  
Sales	
  /	
  CRM	
  

We	
  need	
  to	
  
grow	
  the	
  sales	
  pipeline
________________	
  
so	
  that	
  we	
  can	
  
close	
  more	
  deals	
  
________________	
  
	
  

©	
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  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

24	
  
Engineering	
  

We	
  need	
  to	
  
reduce	
  development	
  0mes	
  
________________	
  
so	
  that	
  we	
  can	
  
get	
  products	
  to	
  market	
  quicker	
  
___________________	
  
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  2010	
  –	
  2014	
  Constella0on	
  Research,	
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  All	
  rights	
  reserved.	
  	
  	
  

25	
  
Human	
  Capital	
  
Management	
  

We	
  need	
  to	
  
provide	
  beEer	
  onboarding	
  
_______________	
  
so	
  that	
  we	
  can	
  
have	
  a	
  beEer	
  connected	
  workforce	
  
___________________	
  
©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

26	
  
Customer	
  
Service	
  

We	
  need	
  to	
  
resolve	
  issues	
  faster
_____________	
  
so	
  that	
  we	
  can	
  
have	
  happier	
  customers	
  
________________	
  
	
  

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

27	
  
Customer	
  
Service	
  

We	
  need	
  to	
  
Cul0vate	
  more	
  champions
__________________	
  
so	
  that	
  we	
  can	
  
Reach	
  a	
  larger	
  audience	
  
________________	
  
	
  

©	
  2010	
  –	
  2014	
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  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

28	
  
Customer	
  
Service	
  

We	
  need	
  to	
  
Listen	
  to	
  our	
  customers
________________	
  
so	
  that	
  we	
  can	
  
Build	
  what	
  they	
  need	
  
_______________	
  
	
  

©	
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  –	
  2014	
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  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

29	
  
We	
  need	
  to	
  
______________	
  
so	
  that	
  we	
  can	
  
______________	
  
©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

30	
  
Recognize Social Business Has Matured
Organiza0ons	
  are	
  looking	
  for	
  the	
  value	
  in	
  “social”	
  

Sharing,	
  
Transparency,	
  
Discovery	
  

©	
  2010	
  –	
  2014	
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  Research,	
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  rights	
  reserved.	
  	
  	
  

Geeng	
  Work	
  Done	
  
In	
  Core	
  Business	
  
Processes	
  

Influencing	
  
Business	
  
Results/
Outcomes	
  

31	
  
Sales (CRM)
Use	
  Cases:	
  
•  Pipeline	
  genera=on	
  
•  Enablement/Training	
  
•  Request	
  for	
  proposal	
  
•  Collabora0on	
  with	
  account	
  
•  Compe00ve	
  intelligence	
  
•  Best	
  prac0ces	
  

©	
  2010	
  –	
  2014	
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  rights	
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Example	
  workflow:	
  
•  Sales	
  rep	
  enters	
  a	
  new	
  lead	
  into	
  
CRM	
  system	
  
•  Event	
  is	
  broadcast	
  into	
  the	
  
company’s	
  ac0vity	
  stream	
  
•  An	
  employee	
  responds	
  with	
  the	
  
name	
  of	
  a	
  friend	
  that	
  works	
  at	
  
the	
  prospect	
  
•  The	
  rep	
  is	
  no0fied	
  on	
  their	
  mobile	
  
device	
  about	
  the	
  response	
  
•  Rep	
  connects	
  with	
  that	
  person	
  
and	
  closes	
  the	
  deal	
  
32	
  
IBM	
  Connec=ons	
  In	
  SugarCRM	
  

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33	
  
Human Capital Management (HR/HCM)
Use	
  Cases:	
  
•  Recrui0ng	
  
•  Onboarding	
  
•  Performance	
  
•  Learning	
  &	
  Development	
  
•  Coaching	
  &	
  Mentoring	
  
•  Recogni0on	
  &	
  Rewards	
  

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  –	
  2014	
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  All	
  rights	
  reserved.	
  	
  	
  

Example	
  workflow:	
  
•  A	
  new	
  hire	
  is	
  in	
  the	
  benefits	
  
enrollment	
  tool	
  and	
  has	
  a	
  
ques0on.	
  
•  They	
  post	
  a	
  ques0on	
  right	
  on	
  the	
  
form,	
  which	
  is	
  routed	
  to	
  an	
  
expert	
  to	
  be	
  answered.	
  
•  A	
  response	
  is	
  posted,	
  linking	
  the	
  
new	
  employee	
  not	
  only	
  to	
  the	
  
answer,	
  but	
  to	
  a	
  community	
  of	
  
similar	
  people/topics	
  to	
  join.	
  
34	
  
IBM Talent Management Suite
Excellent	
  example	
  of	
  using	
  
the	
  IBM	
  Connec0ons	
  API	
  
to	
  add	
  social	
  features	
  
(ac0vity	
  streams,	
  profiles,	
  
likes,	
  tasks,	
  etc)	
  to	
  a	
  
specific	
  use-­‐case,	
  eg:	
  HR	
  
processes.	
  

©	
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  All	
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35	
  
Customer Engagement
Use	
  Cases:	
  
•  Social	
  media	
  support	
  
•  Building	
  a	
  community	
  of	
  	
  
champions	
  for	
  peer	
  to	
  	
  
peer	
  support	
  
•  Rewarding	
  brand	
  evangelists	
  
with	
  discounts	
  and	
  offers	
  
•  Crowdsource	
  ideas	
  
©	
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  2014	
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  Research,	
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  All	
  rights	
  reserved.	
  	
  	
  

Example	
  workflow:	
  
•  A	
  customer	
  posts	
  a	
  complaint	
  on	
  
a	
  social	
  network	
  
•  Social	
  media	
  monitoring	
  catches	
  
the	
  post	
  and	
  routes	
  it	
  to	
  a	
  
customer	
  support	
  rep	
  
•  The	
  rep	
  sees	
  the	
  customer’s	
  
informa0on	
  and	
  is	
  presented	
  with	
  
a	
  recommended	
  response	
  
•  They	
  resolve	
  the	
  issue	
  and	
  offer	
  a	
  
future	
  discount	
  
36	
  
Marketing
Use	
  Cases:	
  
•  Collateral	
  Building/Publishing	
  
•  Event	
  Planning	
  
•  Compe00ve	
  Intelligence	
  
•  Campaign	
  Execu=on	
  
•  Lead	
  Nurturing	
  
•  Press/Analyst	
  Rela0ons	
  
©	
  2010	
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  2014	
  Constella0on	
  Research,	
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  All	
  rights	
  reserved.	
  	
  	
  

Example	
  workflow:	
  
•  The	
  Director	
  of	
  Marke0ng	
  creates	
  
a	
  new	
  campaign	
  in	
  the	
  marke0ng	
  
automa0on	
  system	
  
•  The	
  sales	
  reps	
  for	
  the	
  targeted	
  
regions	
  are	
  no0fied	
  
•  They	
  provide	
  feedback	
  about	
  how	
  
to	
  tweak	
  the	
  campaign	
  to	
  provide	
  
berer	
  results	
  
•  The	
  leads	
  start	
  coming	
  in	
  
37	
  
Development/Engineering
Use	
  Cases:	
  
•  Feature	
  Requests	
  
•  Release	
  Management	
  
•  Problem	
  tracking	
  
•  Product	
  documenta0on	
  
•  Partner	
  enablement	
  

Example	
  workflow:	
  
•  Product	
  Managers	
  and	
  
Development	
  Managers	
  priori0ze	
  
the	
  features	
  &	
  fixes	
  for	
  the	
  next	
  
release	
  	
  
•  If	
  the	
  developers	
  have	
  ques0ons	
  
they	
  can	
  discuss	
  the	
  
requirements	
  with	
  the	
  PMs	
  inline	
  
•  Sales,	
  Marke0ng	
  and	
  Support	
  can	
  
keep	
  track	
  of	
  the	
  release	
  
•  Product	
  is	
  launched	
  

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

38	
  
The “Business
Processes” don’t
need to be
departmental
©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

39	
  
Innovation 
How Collaboration Software !
Powers The Process!

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Collaboration in the Innovation Process
•  Promote	
  the	
  outcomes	
  
•  Communicate	
  with	
  customers/
employees	
  
•  Gather	
  feedback	
  and	
  refine	
  
•  Rewards	
  and	
  mo0via0on	
  

Discover	
  

Deliver	
  

•  Open	
  communica0on	
  enables	
  
companies	
  to	
  learn	
  what	
  problem	
  
customers/employees	
  are	
  having	
  
•  Idea	
  can	
  happen	
  at	
  any	
  0me	
  
•  Innova0on	
  Communi0es:	
  Social	
  
media,	
  forums,	
  IdeaJams,	
  Idea0on	
  
tools	
  

Design	
  

•  Discuss,	
  vote	
  and	
  priori0ze	
  ideas	
  
•  Crea0ng	
  /	
  edi0ng	
  /	
  brainstorming	
  /	
  documen0ng	
  
•  Assigning	
  tasks	
  (find	
  right	
  people)	
  and	
  project	
  workflow	
  
•  Ensuring	
  repeatable	
  processes	
  
©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

41	
  
Innovation Across Your Organization
HR	
  

Marke0ng	
  

Sales	
  

Support	
  

Engineering	
  

Leadership	
  

Payments	
  

Shipping	
  

Adver0sing	
  

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

42	
  
IBM Mail Next
•  Puts	
  the	
  “me”	
  in	
  
social	
  media	
  by	
  
allowing	
  people	
  to	
  
focus	
  on	
  what	
  is	
  
important/urgent	
  to	
  
them	
  	
  
•  Gateway	
  to	
  
Purposeful	
  
Collabora0on	
  
scenarios	
  such	
  as	
  
CRM,	
  Marke0ng	
  
Campaigns,	
  Support	
  

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

43	
  
Summary
-­‐  Collabora0on	
  (internal	
  and	
  external)	
  is	
  a	
  cri0cal	
  
component	
  of	
  successful	
  organiza0ons	
  
-­‐  “Social”	
  features	
  can	
  be	
  part	
  of	
  a	
  stand-­‐alone	
  
plaKorm,	
  integrated	
  with,	
  or	
  integrated	
  into	
  
enterprise	
  soPware	
  solu0ons/processes	
  
-­‐  The	
  processes	
  can	
  be	
  func0on	
  specific	
  or	
  cross	
  
departmental	
  boundaries	
  
©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

44	
  
Thank You
Alan Lepofsky
alan.lepofsky@constellationr.com
Twitter: @AlanLepo

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

45	
  
TM

San	
  Francisco	
  |	
  Andalucia	
  |	
  Belfast	
  |	
  Boston	
  |	
  Chicago	
  |	
  Colorado	
  Springs	
  |	
  Cuper0no	
  |	
  Denver	
  |	
  Irvine	
  |	
  London	
  |	
  Madrid	
  	
  
New	
  York	
  |	
  NOVA	
  |Pune	
  |	
  Sacramento	
  |	
  Santa	
  Monica	
  |	
  Sedona	
  |	
  Sydney	
  |	
  Tokyo	
  |	
  Toronto	
  |	
  Washington,	
  D.C.	
  
©	
  2010	
  –	
  	
  2013	
  Constella0on	
  Research,	
  IInc.	
  	
  	
  All	
  rrights	
  rreserved.	
  	
  	
  	
  
-­‐ 2014	
  Constella0on	
  Research,	
   nc.	
   All	
   ights	
   eserved.	
  

www.ConstellationRG.com
Sell	
  

Market	
  

What Is Social Business?

Share	
  

The	
  way	
  organiza0ons	
  engage	
  	
  
with	
  their	
  employees,	
  partners	
  
prospects	
  and	
  customers	
  

©	
  2010	
  –	
  2014	
  Constella0on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

Listen	
  
Respond	
  

47	
  

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Purposeful Collaboration - Presented at IBM Connect 2014

  • 1. Future of Work: ! From Simply Sharing To Purposeful Collaboration! Alan Lepofsky (@alanlepo)! Vice President and Principal Analyst! January 2014! ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.      
  • 2. What Is Enterprise Collaboration Software? Business  tools   have  different   requirements  than   consumer  tools   Tools  that  enable   people  to  work   together  towards   a  common  goal   "Enterprise  Collabora0on  so1ware  enables  people  to  create,  discover  and  interact  with   the  content,  colleagues  and  communi0es,  that  can  help  them  get  their  jobs  done."   Departments,   geographies,   interest  groups,   customer  forums   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Working  towards   a  business   outcome  
  • 3. Ten Different Ways To Approach Collaboration PlaKorm:   Profiles,  blogs,   wikis,  etc.   Enterprise  Social   Network  #ESN   collabora0on   Intranet   External   Community   Enterprise  LoB   soPware   Unified   Communica0ons   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       SharePoint   Alterna0ve/ Enhancement   Ver0cal   Industry  Apps   Niche  services:   File  sharing,  Idea0on,     Note  taking   Q&A,  etc.   Consumer  Hook   Ex:  email  
  • 4. The Evolution Of Social Software First  genera0on   collabora0on  tools  in  the   client:server  era   -­‐  Thick  clients   -­‐  Proprietary   “Facebook  for  the   Enterprise”   Standalone  collabora0on   plaKorms  and  social   networks   “Ge5ng  Work  Done”   Integrated  experiences   that  aggregate  events   from  mul0ple  enterprise   applica0ons   “Purposeful   Collabora=on”   Na0ve  social  func0ons   within  core  business   applica0ons  and   processes   -­‐  Rise  of  consumer  social   -­‐  Cloud:  SaaS  ,  PaaS  ,  IaaS   -­‐  Mobile  devices   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       4  
  • 5. Provides  links   to  other  systems   Embedded   experiences   Embedded  Experiences  Maturity  Model   Examples:   Level  of  interac0on  provided   How Are “Social” Features Implemented? 1.  Streams  with  links   3   1   4   2   Variety  of  access  methods   Services  can  be    integrated   in  it,  or  it  can  be  integrated   in  other  services     ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Both   2.  Widgets  or  embed     code  that  can  be  added   to  other  sites/tools   3.  Streams  with  ac0ons   4.  Social  interac0ons  accessible   inside  other  sites/tools/mobile  
  • 6. Stage One Sharing   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       6  
  • 7. Working In The Stream ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       7  
  • 8. Company  wide  use-­‐cases   • Status  updates   • Sharing  links   • Asking  ques0ons   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       8  
  • 9. But Something Is Missing ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       9  
  • 10. Stage 2 Sharing   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Geeng  Work  Done   10  
  • 11. Adding A Social Layer Company  wide  usecases   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Communi0es   Projects   Departments                                      Social  layer                                              Social  layer   11  
  • 12. Integrate  with  exis0ng  business  tools…   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       12  
  • 13. …  and  complement  exis0ng  corporate  data   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       13  
  • 14. Stream Level Integration CRM   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       ERP   14  
  • 15. BPM  In  IBM  Connec=ons   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       15  
  • 16. SAP  In  IBM  Connec=ons   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       16  
  • 17. ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       17  
  • 18. S0ll  Adop0on  Issues   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.      
  • 19. Stage 3 Sharing   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Geeng  Work  Done   Purposeful   Collabora0on   19  
  • 20. Don’t  just  mimic     social  networks   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Improve  business  tools   and  processes   20  
  • 21. Make “Social” A Feature of Your Processes Customer   Record   Marke0ng   Campaign   Support   Ticket   Social  Network   Business  Applica0ons   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       21  
  • 22. Business Use-Cases Marke0ng   Sales  /  CRM   Community  /   CX  /  Support   Social   Engineering   HR/HCM   Learning/ Development   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Industry   ver0cals   22  
  • 23. Business Mad Libs We  need  to  improve   business  process  x _____________   so  that  we  can  achieve   desired  business  result  y ________________       ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       23  
  • 24. Sales  /  CRM   We  need  to   grow  the  sales  pipeline ________________   so  that  we  can   close  more  deals   ________________     ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       24  
  • 25. Engineering   We  need  to   reduce  development  0mes   ________________   so  that  we  can   get  products  to  market  quicker   ___________________   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       25  
  • 26. Human  Capital   Management   We  need  to   provide  beEer  onboarding   _______________   so  that  we  can   have  a  beEer  connected  workforce   ___________________   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       26  
  • 27. Customer   Service   We  need  to   resolve  issues  faster _____________   so  that  we  can   have  happier  customers   ________________     ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       27  
  • 28. Customer   Service   We  need  to   Cul0vate  more  champions __________________   so  that  we  can   Reach  a  larger  audience   ________________     ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       28  
  • 29. Customer   Service   We  need  to   Listen  to  our  customers ________________   so  that  we  can   Build  what  they  need   _______________     ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       29  
  • 30. We  need  to   ______________   so  that  we  can   ______________   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       30  
  • 31. Recognize Social Business Has Matured Organiza0ons  are  looking  for  the  value  in  “social”   Sharing,   Transparency,   Discovery   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Geeng  Work  Done   In  Core  Business   Processes   Influencing   Business   Results/ Outcomes   31  
  • 32. Sales (CRM) Use  Cases:   •  Pipeline  genera=on   •  Enablement/Training   •  Request  for  proposal   •  Collabora0on  with  account   •  Compe00ve  intelligence   •  Best  prac0ces   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Example  workflow:   •  Sales  rep  enters  a  new  lead  into   CRM  system   •  Event  is  broadcast  into  the   company’s  ac0vity  stream   •  An  employee  responds  with  the   name  of  a  friend  that  works  at   the  prospect   •  The  rep  is  no0fied  on  their  mobile   device  about  the  response   •  Rep  connects  with  that  person   and  closes  the  deal   32  
  • 33. IBM  Connec=ons  In  SugarCRM   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       33  
  • 34. Human Capital Management (HR/HCM) Use  Cases:   •  Recrui0ng   •  Onboarding   •  Performance   •  Learning  &  Development   •  Coaching  &  Mentoring   •  Recogni0on  &  Rewards   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Example  workflow:   •  A  new  hire  is  in  the  benefits   enrollment  tool  and  has  a   ques0on.   •  They  post  a  ques0on  right  on  the   form,  which  is  routed  to  an   expert  to  be  answered.   •  A  response  is  posted,  linking  the   new  employee  not  only  to  the   answer,  but  to  a  community  of   similar  people/topics  to  join.   34  
  • 35. IBM Talent Management Suite Excellent  example  of  using   the  IBM  Connec0ons  API   to  add  social  features   (ac0vity  streams,  profiles,   likes,  tasks,  etc)  to  a   specific  use-­‐case,  eg:  HR   processes.   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       35  
  • 36. Customer Engagement Use  Cases:   •  Social  media  support   •  Building  a  community  of     champions  for  peer  to     peer  support   •  Rewarding  brand  evangelists   with  discounts  and  offers   •  Crowdsource  ideas   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Example  workflow:   •  A  customer  posts  a  complaint  on   a  social  network   •  Social  media  monitoring  catches   the  post  and  routes  it  to  a   customer  support  rep   •  The  rep  sees  the  customer’s   informa0on  and  is  presented  with   a  recommended  response   •  They  resolve  the  issue  and  offer  a   future  discount   36  
  • 37. Marketing Use  Cases:   •  Collateral  Building/Publishing   •  Event  Planning   •  Compe00ve  Intelligence   •  Campaign  Execu=on   •  Lead  Nurturing   •  Press/Analyst  Rela0ons   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Example  workflow:   •  The  Director  of  Marke0ng  creates   a  new  campaign  in  the  marke0ng   automa0on  system   •  The  sales  reps  for  the  targeted   regions  are  no0fied   •  They  provide  feedback  about  how   to  tweak  the  campaign  to  provide   berer  results   •  The  leads  start  coming  in   37  
  • 38. Development/Engineering Use  Cases:   •  Feature  Requests   •  Release  Management   •  Problem  tracking   •  Product  documenta0on   •  Partner  enablement   Example  workflow:   •  Product  Managers  and   Development  Managers  priori0ze   the  features  &  fixes  for  the  next   release     •  If  the  developers  have  ques0ons   they  can  discuss  the   requirements  with  the  PMs  inline   •  Sales,  Marke0ng  and  Support  can   keep  track  of  the  release   •  Product  is  launched   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       38  
  • 39. The “Business Processes” don’t need to be departmental ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       39  
  • 40. Innovation How Collaboration Software ! Powers The Process! ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.      
  • 41. Collaboration in the Innovation Process •  Promote  the  outcomes   •  Communicate  with  customers/ employees   •  Gather  feedback  and  refine   •  Rewards  and  mo0via0on   Discover   Deliver   •  Open  communica0on  enables   companies  to  learn  what  problem   customers/employees  are  having   •  Idea  can  happen  at  any  0me   •  Innova0on  Communi0es:  Social   media,  forums,  IdeaJams,  Idea0on   tools   Design   •  Discuss,  vote  and  priori0ze  ideas   •  Crea0ng  /  edi0ng  /  brainstorming  /  documen0ng   •  Assigning  tasks  (find  right  people)  and  project  workflow   •  Ensuring  repeatable  processes   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       41  
  • 42. Innovation Across Your Organization HR   Marke0ng   Sales   Support   Engineering   Leadership   Payments   Shipping   Adver0sing   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       42  
  • 43. IBM Mail Next •  Puts  the  “me”  in   social  media  by   allowing  people  to   focus  on  what  is   important/urgent  to   them     •  Gateway  to   Purposeful   Collabora0on   scenarios  such  as   CRM,  Marke0ng   Campaigns,  Support   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       43  
  • 44. Summary -­‐  Collabora0on  (internal  and  external)  is  a  cri0cal   component  of  successful  organiza0ons   -­‐  “Social”  features  can  be  part  of  a  stand-­‐alone   plaKorm,  integrated  with,  or  integrated  into   enterprise  soPware  solu0ons/processes   -­‐  The  processes  can  be  func0on  specific  or  cross   departmental  boundaries   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       44  
  • 45. Thank You Alan Lepofsky alan.lepofsky@constellationr.com Twitter: @AlanLepo ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       45  
  • 46. TM San  Francisco  |  Andalucia  |  Belfast  |  Boston  |  Chicago  |  Colorado  Springs  |  Cuper0no  |  Denver  |  Irvine  |  London  |  Madrid     New  York  |  NOVA  |Pune  |  Sacramento  |  Santa  Monica  |  Sedona  |  Sydney  |  Tokyo  |  Toronto  |  Washington,  D.C.   ©  2010  –    2013  Constella0on  Research,  IInc.      All  rrights  rreserved.         -­‐ 2014  Constella0on  Research,   nc.   All   ights   eserved.   www.ConstellationRG.com
  • 47. Sell   Market   What Is Social Business? Share   The  way  organiza0ons  engage     with  their  employees,  partners   prospects  and  customers   ©  2010  –  2014  Constella0on  Research,  Inc.    All  rights  reserved.       Listen   Respond   47