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Ray Rudd/Mary McDonagh/Christina Rye Stuart Rosenberg/Roxanne McClain January 2008 Re-energizing iConnect Current and Projected Activities  KMChicago iConnect:  Expertise Location at Deloitte Stuart M. Rosenberg Deloitte Services, LP [email_address] February 12, 2008
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
About Stuart ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
About Deloitte ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Total Revenues (US$billion)    U.S. Global  Fiscal Year 2004  $6.88 $16.2 Fiscal Year 2005 $7.81 $18.2 Fiscal Year 2006 $8.77 $20.0 Fiscal Year 2007 $9.85 $23.1 Deloitte is a true knowledge organization.  Our most important assets walk out the door every night **projected
A Structured Path to Enable People Connections iConnect (Phase 1) Focus:  Person-to-Expertise Phase 2:  Talent Networking Focus:  Person-to-Colleagues Focus:  Person-to-Affiliated Groups Phase 3:  Social Networking Analysis Focus:  Powerful Tools & Analytics to Enhance & Optimize Personal Networks
iConnect:  Seeking connections is nothing new ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],* Abbreviated!  From:  Discussions with John Callahan, Deloitte Services, U.S. Firms Chief Knowledge Officer
iConnect:  Shotgun or rifle? Business Issue:  Is there a better way to connect suppliers and customers of knowledge?
iConnect - Internal Expertise Locator ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Fully automated profiles combined with brokering approach are the keys
Profile Creation: Step 1 ,[object Object],[object Object],[object Object],Noun phrases extracted from above would include “methods content”, “physical environment”, “kx.deloitteresources.com”, “www.deloitteresources.com”, “SSO gateway”, among others.
Profile Creation: Step 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Additional noun phrases extracted from e-mail above would include “Marketplace integration”, “Phase 1”, “Document Libraries”, “Business Requirements”, “CMS templates”, “DeloitteNet environment”, “Travis Taylor”
Profile Creation: Step 3 ` ,[object Object],[object Object],IP Valuation Moody’s  Transfer  Pricing Section 973 Depletion allowance Reengineering Graphical Representation of Topic Portfolio for John Doe John Doe’s Source e-mails Noun Phrases 8,000 – 12,000 terms typical
Profile Creation: Step 4 ,[object Object],[object Object],[object Object],Person 1 Person 20 “ John Doe” Person 400 Person 5,000 Person 9,000 Sample illustrated distribution for the weighted noun phrase “IP Valuation”  Subject Matter Expertise
iConnect:  Search terms return topics
iConnect :  Topics determine recipients
iConnect:  User composes an e-mail via form.  Request and replies are managed directly in Outlook. Note: User does not know the identities of those to whom the e-mail will be sent.
Step 4:  Outbound email requests are received in Outlook in the same manner as any other message.  No other application need be invoked.
iConnect:  Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Project Timeline – A Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
User behavior at each step in the iConnect process needs to be understood as a driver of messaging and necessary changes Unique  User Visits (UU & V) Conduct Search (S) e-Mail query (Q) Outbound e-Mail & Replies Received  (O & R)*  Value Derived ($$) iConnect  Process Metrics Messaging Focus * - Data not currently available V/UU Survey of  experience  & value derived S/V  number of audience modifiers used Q/S, Q/V Survey of experience & value derived, change management R/O, Average age of reply Survey of experience & value derived ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Areas to examine
Visits, Unique Users and Outbound eMails and Replies  *  Deployed to Senior Managers and Managers
Why isn’t iConnect a success yet? Hypotheses People don’t trust the process Discomfort using a tool that’s not fully understood Ineffective communications Culture not as collaborative as assumed Right tool, wrong users iConnect not yet integrated into business processes Analysis has relied on anecdotes due to reporting challenges
Re-energizing iConnect:  Four Key Threads ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, its member firms and their respective subsidiaries and affiliates. Deloitte Touche Tohmatsu is an organization of member firms around the world devoted to excellence in providing professional services and advice, focused on client service through a global strategy executed locally in nearly 140 countries. With access to the deep intellectual capital of approximately 135,000 people worldwide, Deloitte delivers services in four professional areas, audit, tax, consulting and financial advisory services, and serves more than 80 percent of the world’s largest companies, as well as large national enterprises, public institutions, locally important clients, and successful, fast-growing global growth companies. Services are not provided by the Deloitte Touche Tohmatsu Verein and, for regulatory and other reasons, certain member firms do not provide services in all four professional areas. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any of its member firms has any liability for each other’s acts or omissions. Each of the member firms is a separate and independent legal entity operating under the names “Deloitte”, “Deloitte & Touche”, “Deloitte Touche Tohmatsu” or other related names. In the United States, Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu and services are provided by the subsidiaries of Deloitte & Touche USA LLP (Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP, Deloitte Tax LLP, and their subsidiaries), and not by Deloitte & Touche USA LLP. The subsidiaries of the U.S. member firm are among the nation’s leading professional services firms, providing audit, tax, consulting, and financial advisory services through nearly 40,000 people in more than 90 cities. Known as employers of choice for innovative human resources programs, they are dedicated to helping their clients and their people excel. For more information, please visit the U.S. member firm’s Web site at www.deloitte.com. Copyright © 2007 Deloitte Development LLC. All rights reserved. DCS321745

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iConnect: Expertise Location at Deloitte

  • 1. Ray Rudd/Mary McDonagh/Christina Rye Stuart Rosenberg/Roxanne McClain January 2008 Re-energizing iConnect Current and Projected Activities KMChicago iConnect: Expertise Location at Deloitte Stuart M. Rosenberg Deloitte Services, LP [email_address] February 12, 2008
  • 2.
  • 3.
  • 4.
  • 5. A Structured Path to Enable People Connections iConnect (Phase 1) Focus: Person-to-Expertise Phase 2: Talent Networking Focus: Person-to-Colleagues Focus: Person-to-Affiliated Groups Phase 3: Social Networking Analysis Focus: Powerful Tools & Analytics to Enhance & Optimize Personal Networks
  • 6.
  • 7. iConnect: Shotgun or rifle? Business Issue: Is there a better way to connect suppliers and customers of knowledge?
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13. iConnect: Search terms return topics
  • 14. iConnect : Topics determine recipients
  • 15. iConnect: User composes an e-mail via form. Request and replies are managed directly in Outlook. Note: User does not know the identities of those to whom the e-mail will be sent.
  • 16. Step 4: Outbound email requests are received in Outlook in the same manner as any other message. No other application need be invoked.
  • 17.
  • 18.
  • 19.
  • 20. Visits, Unique Users and Outbound eMails and Replies * Deployed to Senior Managers and Managers
  • 21. Why isn’t iConnect a success yet? Hypotheses People don’t trust the process Discomfort using a tool that’s not fully understood Ineffective communications Culture not as collaborative as assumed Right tool, wrong users iConnect not yet integrated into business processes Analysis has relied on anecdotes due to reporting challenges
  • 22.
  • 23. About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, its member firms and their respective subsidiaries and affiliates. Deloitte Touche Tohmatsu is an organization of member firms around the world devoted to excellence in providing professional services and advice, focused on client service through a global strategy executed locally in nearly 140 countries. With access to the deep intellectual capital of approximately 135,000 people worldwide, Deloitte delivers services in four professional areas, audit, tax, consulting and financial advisory services, and serves more than 80 percent of the world’s largest companies, as well as large national enterprises, public institutions, locally important clients, and successful, fast-growing global growth companies. Services are not provided by the Deloitte Touche Tohmatsu Verein and, for regulatory and other reasons, certain member firms do not provide services in all four professional areas. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any of its member firms has any liability for each other’s acts or omissions. Each of the member firms is a separate and independent legal entity operating under the names “Deloitte”, “Deloitte & Touche”, “Deloitte Touche Tohmatsu” or other related names. In the United States, Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu and services are provided by the subsidiaries of Deloitte & Touche USA LLP (Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP, Deloitte Tax LLP, and their subsidiaries), and not by Deloitte & Touche USA LLP. The subsidiaries of the U.S. member firm are among the nation’s leading professional services firms, providing audit, tax, consulting, and financial advisory services through nearly 40,000 people in more than 90 cities. Known as employers of choice for innovative human resources programs, they are dedicated to helping their clients and their people excel. For more information, please visit the U.S. member firm’s Web site at www.deloitte.com. Copyright © 2007 Deloitte Development LLC. All rights reserved. DCS321745

Hinweis der Redaktion

  1. When we talk about connecting people-to-people, we can look at the evolution of approaches this has entailed. (Elaborate.)
  2. Here’s an example of an issue our professionals face and that KM wanted to address – an “ask the network” example from the previous evolution slide. In our complex organization, finding the right person or subject matter specialist can be challenging. You know there’s someone out there who can help, but how do you connect with them? Practitioners used various methods such as “blanket” or “shotgun” emails fishing for assistance. The results of this method were unpredictable – you were often restrained by your current connections, or you loaded up the Inbox of people who are completely unfamiliar with a topic and couldn't possibly help. It prompted us to question – what’s a better way to help our employees tap into the vast firm knowledge? We knew we wanted to automate and simplify a process to connect people. We didn’t want to create and/or maintain another cumbersome skills profile tool. Many attempts at skills profiles collapse under their own weight because they have to be kept up manually. We found an innovative software application that leveraged something Deloitte employees excel at - email. The application is a product of Tacit Software, Inc., an entity based in Palo Alto, CA, which markets it under the name ActiveNet. We call it iConnect.
  3. iConnect is an automated system that utilizes sent email messages to build up an individual’s knowledge profile. We liked the idea of using e-mail because it is current, dynamic, and a rich source of information about the changing focus, knowledge, and experience of our personnel. If you are talking frequently about a subject, you are probably knowledgeable about it. iConnect identifies and extracts noun phrases from sent emails and attachments to create topic portfolios. In this way, topic portfolios reflect a person’s knowledge base. Over time, the collection of noun phrases from sent e-mails builds a private , personal portfolio of topical expertise of the individual. Topics receive a strength rating within the individual’s portfolio based on factors such as how recently used (i.e., term strength decays over time), context of use (i.e., header vs. body, e-mail vs. attachment), frequency of use, among others. When someone seeks information, they query iConnect using keywords related to the area of interest. In response, iConnect confirms that there are specialists whose base of knowledge matches the request. The system returns multiple topics to choose from based on the terms entered. Users select the topics that best represents what they are interested in, and compose an e-mail requesting assistance. iConnect then forwards the e-mail to the people behind the topics identified. Recipients of the request may choose to reply or not, with no disclosure of their action noted anywhere in the system. This "blind brokering" approach protects privacy while allowing individuals to reach out to others who may possess valuable information related to their work. When you receive a response from a specialist, his or her identity is made known -- and your collaboration can begin.
  4. If you want to implement an expertise locator capability, you need to be comfortable with these issues. Existing policies and practices