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Stop    Presented by:

   Pushing,     Dan Keldsen, President of


   Get Your
Team to Pull!    www.InformationArchitected.com


                Hashtag for Webinar: #e2pull
                @dankeldsen
                @centraldesktop
Agenda
Webinar Introduction   (5 mins)

Featured Speaker:      (40 mins)
  Dan Keldsen

Q&A Session            (15 mins)
About Dan Keldsen
Expertise:
• Innovation management
• Social business
• Enterprise 2.0/Web 2.0

Background
• Information Architected: president
  and Principal Consultant
• AIIM International: former director and co-founder,
  Market Intelligence unit
• Delphi Group: former senior analyst, consultant and CTO
Collaboration Insights Webinars




Connect    Teach you       Empower
you with   collaboration   you to drive
thought    concepts        change
leaders                    TODAY
Webinar brought to you
 by Central Desktop
             A complete,
              cloud-based
                social collaboration
                  platform
                   for business
Who We Are
     Founded in 2005
     HQ in Los Angeles, CA
     500,000+ users globally
     56% of the Fortune 1000 use
       our product
     Award-winning cloud-based
       collaboration platform
How We Help
Simplify the Way You Work
Centralize your work securely in the cloud.


Work Faster
Eliminate unnecessary work so you can focus on what matters.


Get People Involved
Gain insight into your people, work styles and projects.


You Can Count on Us
We work with you to help solve your unique business challenges.
Thousands of Customers
How to ask Questions
• During webinar, use
  Questions box.
• Formal Q&A will follow
  presentation.
What We’ll Cover
Strategies for:
   Pre-engagement
   Rollout
   Re-engagement
War stories:
   Collaboration deployments gone bad
Success stories:
   Top reasons why people DO use (and even love) their
     collaboration platform
Based on Techniques from:
   Marketing, Sales, Influence, Gaming, Design and Agile
    that increase user adoption and engagement
We’ve Been Doing it Wrong
3 Collaboration Crutches
1. We’ve been taught not
   to collaborate
2. Management is anti-
   collaboration
3. Technology only
   magnifies collaboration
   skills & attitude
                         Bonus Content: Listen to interview with Carlos
                   Dominguez of Cisco on Virtual Collaboration Problems:
                                                       http://bit.ly/xQYbH
No More Spray & Pray




          It’s Time to Focus


                Image Source: Halo – Microsoft Studios and Bungie Software
Ready?

 Time to Engage Your Brains
Q: Are all IT projects doomed?
Q: Are all marketers liars?




   Photo credit: http://www.flickr.com/photos/festivalinternacionaldeteatroclasicodealmagro/5657392648/
Q: Are all salespeople evil?




               Photo credit: http://www.flickr.com/photos/rjs1322/1009831723/
Learn from the Masters




Marketing   Sales   Gaming
It’s Not Luck



                    It’s Serious Skillz
  ©2010 Information Architected, Inc.
  www.InformationArchitected.com
  www.IAIUniversity.com
Bonus Content: See video of 2009 E2.0 Keynote
             presentation at http://bit.ly/r7sfMD
Has an inability to effectively
collaborate negatively impacted your
       organization? (n=114)




            Source: Information Architected, Inc.
Insights from IBM’s Global CIO Study
       High-Growth CIOs
        • Actively use collaboration and partnering technology
          within IT organization 60 percent more often
        • Spend 94 percent more time integrating business
          and technology to innovate
        • Devote 87 percent more of their time
          to enabling business and
          corporate vision




                    Low-Growth CIOs
                    Mired in tactical execution
                    and IT issues
Planning the Strategy

              Successful
             Collaboration
               Platform


   Pre-                         Re-
Engagement                   Engagement


              Roll-out
What You Wanted to Know
We asked:           You answered:
                    •What is the process/strategy?
Do you have any     •How do you avoid confusing
                    people and have simpler tools?
specific concerns   •How do you build buy-in?
about pre-          •How do you get employees to not
                    be afraid of the system? (It was
engagement to       created to be helpful, not hurtful)
                    •How to get users to contribute?
post-engagement     •How do you guarantee buy-in
                    before launch?
process?            •How to market collaboration as a
                    benefit for all parties?
                    •How to engage different
                    audiences for collaboration?
After Launch




                               Photo: NASA
is Where You Succeed or Fail
Not When You Wave Goodbye




                            Photo: NASA
      And Go Home
Pre-Engagement Questions
  to Ask for Collaboration
•   What’s the context?
•   What goes in here?
•   Who has access?
•   Where’s my old stuff?
•   Is this an empty library and we have to figure it out?
•   Is there content or conversations that should NOT go
    in here? If so, where do they go?
•   Why should I use this system vs. something else?
•   Does anyone own this?
•   Who do I ask for questions?
•   Is there training?
Myth




       People Hate Change

             Photo Credit: http://www.flickr.com/photos/mararie/1341257723/2
Croc Brain is Picky
  ( It will ignore you if possible )




                                       Source: Pitch Anything by Oren Klaff
3 Key Stages in the Lifecycle
                              Enthusiast
                                Mastery

              Regular
             Habit-Building




                                           Source: Amy Jo Kim
Newbie
Onboarding
Deconstructing
     Engagement Loops


    Visible Progress                       Positive Emotion
Stats / Challenges / Awards / Messages   Fun / Delight / Trust / Pride / Curious




                                                                                   Source: Amy Jo Kim
Player (re)Engagement                    (social) Call to Action
  Task / Mission / Game / Quiz / Gift    Customize / Share / Help / Compete




                                                                Newbie
                                                               Onboarding
Common Collaboration Cases
Three primary use cases tend to be:
  1. Find a specific piece of information
     (library)
  2. Complete a specific task
  3. Find an expert or appropriate person

  4. Collaborating to create, locate, update or
     complete the above
Show Progress & What’s Next




                                                                                    Source: LinkedIn – Profile Completeness
Feedback is key to
engagement, and
engagement is what
makes collaboration
systems successful.

No engagement =
no use =
complete waste
                      Source: http://dribbble.com/shots/142779-Progress-bar-lives
Strategy + 3 Cs = Ripe Target
                                                  Structure, meaning
   Needs, behaviors                               Document/data types,content
   Information needs, audience types,             objects, meta-information, existing
   expertise, experience, tasks,                  structure, future structure, volume
   information-seeking
   behaviors

                                                       Content
                       Community


                                         IA
Culture, technology
Business models & goals,                Context
corporate culture, technology,
funding, politics, resources,
constraints
Planning the Strategy

              Successful
             Collaboration
               Platform


   Pre-                         Re-
Engagement                   Engagement


              Roll-out
Social Gaming Engagement Styles (2011)
                        Acting


      Express                         Compete




Content                                          Players

      Explore                      Collaborate




                                                     Source: Amy Jo Kim
                     Interacting
Social Engagement Verbs
                             Acting

Build    Create                            Win Challenge
  Design        Purchase
          Express                         Compete
Decorate                  Showoff
     Customize Choose Compare     Taunt
Content                                                     Players


    View   Collect                    Comment      Like
                                                          Greet




                                                                      Source: Amy Jo Kim
                     Rate
 Vote     Explore                         Collaborate
                                                 Share
      Curate Review                       Help
                                                          Give
                            Interacting
Different VIEWs on Decision-
Making and Problem-Solving
            Orientation to Change

     Explorer                      Developer

            Manner of Processing

      External                      Internal


                Ways of Deciding

         Person                      Task


                        Bonus Offer: For webinar attendees, take advantage
                                    of free VIEW for Two offer: bit.ly/opgLWI
Complications of Real Work
 Info is Everywhere,   Time Available and
   In Many Forms         Urgency Varies
Feedback Feeds Forward




    So Get Out of Your Cube and
     Get to Know Your 3 Cs and
   Turn on the Engagement Loop!
              Photo credit: http://www.flickr.com/photos/sundazed/1450388845/
Recap: 3 Major Frames



 Strategy of      3 Cs      Engagement
    Pre-           of        Lifecycle of
Engagement,      Content,      Newbie,
Roll-out, Re-    Context,     Regular,
Engagement      Community       Expert
Questions? Comments?
Dan Keldsen, President          Isaac Garcia, CEO
InformationArchitected.com      CentralDesktop.com

dk@InformationArchitected.com   ceo@centraldesktop.com
Twitter: @dankeldsen            Twitter: @isaacgarcia
617.933.9655                    866.900.7646

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Central Desktop's Collaboration Insights Webinar: "Stop Pushing, Get Your Team to Pull"

  • 1. Stop Presented by: Pushing, Dan Keldsen, President of Get Your Team to Pull! www.InformationArchitected.com Hashtag for Webinar: #e2pull @dankeldsen @centraldesktop
  • 2. Agenda Webinar Introduction (5 mins) Featured Speaker: (40 mins) Dan Keldsen Q&A Session (15 mins)
  • 3. About Dan Keldsen Expertise: • Innovation management • Social business • Enterprise 2.0/Web 2.0 Background • Information Architected: president and Principal Consultant • AIIM International: former director and co-founder, Market Intelligence unit • Delphi Group: former senior analyst, consultant and CTO
  • 4. Collaboration Insights Webinars Connect Teach you Empower you with collaboration you to drive thought concepts change leaders TODAY
  • 5. Webinar brought to you by Central Desktop A complete, cloud-based social collaboration platform for business
  • 6. Who We Are Founded in 2005 HQ in Los Angeles, CA 500,000+ users globally 56% of the Fortune 1000 use our product Award-winning cloud-based collaboration platform
  • 7. How We Help Simplify the Way You Work Centralize your work securely in the cloud. Work Faster Eliminate unnecessary work so you can focus on what matters. Get People Involved Gain insight into your people, work styles and projects. You Can Count on Us We work with you to help solve your unique business challenges.
  • 9. How to ask Questions • During webinar, use Questions box. • Formal Q&A will follow presentation.
  • 10.
  • 11. What We’ll Cover Strategies for: Pre-engagement Rollout Re-engagement War stories: Collaboration deployments gone bad Success stories: Top reasons why people DO use (and even love) their collaboration platform Based on Techniques from: Marketing, Sales, Influence, Gaming, Design and Agile that increase user adoption and engagement
  • 12. We’ve Been Doing it Wrong
  • 13. 3 Collaboration Crutches 1. We’ve been taught not to collaborate 2. Management is anti- collaboration 3. Technology only magnifies collaboration skills & attitude Bonus Content: Listen to interview with Carlos Dominguez of Cisco on Virtual Collaboration Problems: http://bit.ly/xQYbH
  • 14. No More Spray & Pray It’s Time to Focus Image Source: Halo – Microsoft Studios and Bungie Software
  • 15. Ready? Time to Engage Your Brains
  • 16. Q: Are all IT projects doomed?
  • 17. Q: Are all marketers liars? Photo credit: http://www.flickr.com/photos/festivalinternacionaldeteatroclasicodealmagro/5657392648/
  • 18. Q: Are all salespeople evil? Photo credit: http://www.flickr.com/photos/rjs1322/1009831723/
  • 19. Learn from the Masters Marketing Sales Gaming
  • 20. It’s Not Luck It’s Serious Skillz ©2010 Information Architected, Inc. www.InformationArchitected.com www.IAIUniversity.com
  • 21.
  • 22. Bonus Content: See video of 2009 E2.0 Keynote presentation at http://bit.ly/r7sfMD
  • 23. Has an inability to effectively collaborate negatively impacted your organization? (n=114) Source: Information Architected, Inc.
  • 24. Insights from IBM’s Global CIO Study High-Growth CIOs • Actively use collaboration and partnering technology within IT organization 60 percent more often • Spend 94 percent more time integrating business and technology to innovate • Devote 87 percent more of their time to enabling business and corporate vision Low-Growth CIOs Mired in tactical execution and IT issues
  • 25. Planning the Strategy Successful Collaboration Platform Pre- Re- Engagement Engagement Roll-out
  • 26. What You Wanted to Know We asked: You answered: •What is the process/strategy? Do you have any •How do you avoid confusing people and have simpler tools? specific concerns •How do you build buy-in? about pre- •How do you get employees to not be afraid of the system? (It was engagement to created to be helpful, not hurtful) •How to get users to contribute? post-engagement •How do you guarantee buy-in before launch? process? •How to market collaboration as a benefit for all parties? •How to engage different audiences for collaboration?
  • 27. After Launch Photo: NASA is Where You Succeed or Fail
  • 28. Not When You Wave Goodbye Photo: NASA And Go Home
  • 29. Pre-Engagement Questions to Ask for Collaboration • What’s the context? • What goes in here? • Who has access? • Where’s my old stuff? • Is this an empty library and we have to figure it out? • Is there content or conversations that should NOT go in here? If so, where do they go? • Why should I use this system vs. something else? • Does anyone own this? • Who do I ask for questions? • Is there training?
  • 30. Myth People Hate Change Photo Credit: http://www.flickr.com/photos/mararie/1341257723/2
  • 31. Croc Brain is Picky ( It will ignore you if possible ) Source: Pitch Anything by Oren Klaff
  • 32. 3 Key Stages in the Lifecycle Enthusiast Mastery Regular Habit-Building Source: Amy Jo Kim Newbie Onboarding
  • 33. Deconstructing Engagement Loops Visible Progress Positive Emotion Stats / Challenges / Awards / Messages Fun / Delight / Trust / Pride / Curious Source: Amy Jo Kim Player (re)Engagement (social) Call to Action Task / Mission / Game / Quiz / Gift Customize / Share / Help / Compete Newbie Onboarding
  • 34. Common Collaboration Cases Three primary use cases tend to be: 1. Find a specific piece of information (library) 2. Complete a specific task 3. Find an expert or appropriate person 4. Collaborating to create, locate, update or complete the above
  • 35. Show Progress & What’s Next Source: LinkedIn – Profile Completeness Feedback is key to engagement, and engagement is what makes collaboration systems successful. No engagement = no use = complete waste Source: http://dribbble.com/shots/142779-Progress-bar-lives
  • 36. Strategy + 3 Cs = Ripe Target Structure, meaning Needs, behaviors Document/data types,content Information needs, audience types, objects, meta-information, existing expertise, experience, tasks, structure, future structure, volume information-seeking behaviors Content Community IA Culture, technology Business models & goals, Context corporate culture, technology, funding, politics, resources, constraints
  • 37. Planning the Strategy Successful Collaboration Platform Pre- Re- Engagement Engagement Roll-out
  • 38. Social Gaming Engagement Styles (2011) Acting Express Compete Content Players Explore Collaborate Source: Amy Jo Kim Interacting
  • 39. Social Engagement Verbs Acting Build Create Win Challenge Design Purchase Express Compete Decorate Showoff Customize Choose Compare Taunt Content Players View Collect Comment Like Greet Source: Amy Jo Kim Rate Vote Explore Collaborate Share Curate Review Help Give Interacting
  • 40. Different VIEWs on Decision- Making and Problem-Solving Orientation to Change Explorer Developer Manner of Processing External Internal Ways of Deciding Person Task Bonus Offer: For webinar attendees, take advantage of free VIEW for Two offer: bit.ly/opgLWI
  • 41. Complications of Real Work Info is Everywhere, Time Available and In Many Forms Urgency Varies
  • 42. Feedback Feeds Forward So Get Out of Your Cube and Get to Know Your 3 Cs and Turn on the Engagement Loop! Photo credit: http://www.flickr.com/photos/sundazed/1450388845/
  • 43. Recap: 3 Major Frames Strategy of 3 Cs Engagement Pre- of Lifecycle of Engagement, Content, Newbie, Roll-out, Re- Context, Regular, Engagement Community Expert
  • 44. Questions? Comments? Dan Keldsen, President Isaac Garcia, CEO InformationArchitected.com CentralDesktop.com dk@InformationArchitected.com ceo@centraldesktop.com Twitter: @dankeldsen Twitter: @isaacgarcia 617.933.9655 866.900.7646