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Six Steps To Successful Socialtext Implementation and Adoption

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Alan Lepofsky
Alan Lepofsky

Practical advice on how to encourage use and adoption of Socialtext.

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Six Steps To Successful Socialtext Implementation and Adoption
Encourage a range of use cases Photo Credit: http://www.flickr.com/photos/dearbarbz365/2457570470/
Broad Range of Use Cases
Recruit energetic champions Photo Credit: http://www.flickr.com/photos/emeryway/2950058165/
Launch with hands-on activities Photo Credit: http://www.flickr.com/photos/bala_/2488407797/
Route repeated activities through Socialtext Photo Credit: http://www.flickr.com/photos/spiicytuna/188111824/
Complement existing systems of record Photo Credit: http://www.flickr.com/photos/ciordia/399354425/
Leverage the public Socialtext community Photo Credit: http://www.flickr.com/photos/ciordia/399354425/
Collaboration + Social Networking Photo Credit: http://www.flickr.com/photos/smedstad/2350721991/
Backup…
Use Cases Photo Credit: http://www.flickr.com/photos/brent_nashville/2899809814/
Company wide •  Conversation: provide a place where everyone has a voice, and everyone can share ideas, bookmarks, pictures, news, … •  HR processes: –  New hire on-boarding –  Accounts payable –  Benefit enrolments
Sales & Marketing •  Event planning •  Competitive intelligence •  Best practices (lead gen, prospects, closing) •  Customer / Account / Rep information •  Tracking and metrics Accelerate sales cycles & win-rate
Dev / QA / Support •  Feature planning •  Release schedules / milestone reports •  Problem reports, bug tracking / fixing •  Knowledge Base •  Product Documentation Reduce time-to-resolution / implementation
External •  Vendor Relationships (ex: Press Relations) –  Improve communication •  Business Development & Partner Programs –  Grow channel revenue •  Professional Services & Client Relations –  Increase customer satisfaction
Personal •  Information repository •  Journal •  Task list Photo Credit: http://www.flickr.com/photos/curious_zed/500646353/

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Six Steps To Successful Socialtext Implementation and Adoption

  • 1. Six Steps To Successful Socialtext Implementation and Adoption
  • 2. Encourage a range of use cases Photo Credit: http://www.flickr.com/photos/dearbarbz365/2457570470/
  • 3. Broad Range of Use Cases
  • 4. Recruit energetic champions Photo Credit: http://www.flickr.com/photos/emeryway/2950058165/
  • 5. Launch with hands-on activities Photo Credit: http://www.flickr.com/photos/bala_/2488407797/
  • 6. Route repeated activities through Socialtext Photo Credit: http://www.flickr.com/photos/spiicytuna/188111824/
  • 7. Complement existing systems of record Photo Credit: http://www.flickr.com/photos/ciordia/399354425/
  • 8. Leverage the public Socialtext community Photo Credit: http://www.flickr.com/photos/ciordia/399354425/
  • 9. Collaboration + Social Networking Photo Credit: http://www.flickr.com/photos/smedstad/2350721991/
  • 11. Use Cases Photo Credit: http://www.flickr.com/photos/brent_nashville/2899809814/
  • 12. Company wide •  Conversation: provide a place where everyone has a voice, and everyone can share ideas, bookmarks, pictures, news, … •  HR processes: –  New hire on-boarding –  Accounts payable –  Benefit enrolments
  • 13. Sales & Marketing •  Event planning •  Competitive intelligence •  Best practices (lead gen, prospects, closing) •  Customer / Account / Rep information •  Tracking and metrics Accelerate sales cycles & win-rate
  • 14. Dev / QA / Support •  Feature planning •  Release schedules / milestone reports •  Problem reports, bug tracking / fixing •  Knowledge Base •  Product Documentation Reduce time-to-resolution / implementation
  • 15. External •  Vendor Relationships (ex: Press Relations) –  Improve communication •  Business Development & Partner Programs –  Grow channel revenue •  Professional Services & Client Relations –  Increase customer satisfaction
  • 16. Personal •  Information repository •  Journal •  Task list Photo Credit: http://www.flickr.com/photos/curious_zed/500646353/