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The Collaboration Agenda – Putting It
to Work in your Organization




 Carlos Casas – The RockTeam
 John Head – PSC Group
                     © 2010 by the individual speaker
IamLUG 2010 Sponsors
                 © 2010 by the individual speaker
Who am I?
      • Carlos Casas
          CEO, The RockTeam & Lotus Education Online

      • Speaker
          The RockTeam has been a presenter at Lotusphere since 2005
              Collaboration Agenda

              E-Learning

              Domino Development

      • Contact Me
          Linkedin.com/in/ccasas
          Twitter.com/ccasas
          www.rockteam.com | www.leonline.net
          ccasas@rockteam.com
          (o) 610-640-4880 | (m) 484-798-5286




IamLUG 2010
• Incorporated 1980 (Celebrating 30 Years in Learning & Education!)
          IBM Advanced Business Partner Since 1993

      • Lotus ECIS Award Winner for Best Collaborative Learning Solution
          Lotus Education Online (LEOnline.Net)

      • Developed the following courses for IBM
           Lotus Active Insight
           Web Content Manager
           Learning Management Systems
           Lotus Forms Integration
           IBM Lotus Notes Domino 8.x Helpdesk Fundamentals

      • Redbook Team for
          Lotus Active Insight
          Web Content Manager
          Learning Management Systems


IamLUG 2010
Who am I?
      • John D. Head
          Director of Enterprise Collaboration at PSC Group, LLC
          Involved in Lotus technology since 1993
          OpenNTF.org Steering Committee Member and IP Working Group Chairman

      • Speaker
          Over 30 sessions at Lotusphere since 1996
          Speaker at Lotus Developer, ILUG, UKLUG, MWLUG, IamLUG, & TriStateLUG
           conferences
      • Author
          Publications on Office and SmartSuite integration with Notes
          LotusUserGroup.org contributing Author and Forum moderator
          “Lotus Symphony for Dummies” Technical Editor
          “Self Assessment and Strategy Guide for Migrating from
            Domino Document Manager “ Redbook Author



IamLUG 2010
PSC Group, LLC
    IBM Premium Business Partner for 20+ Years
                                                  Host of the following blogs:
    Microsoft Gold Partner
                                                     Ed Brill’s
    Notes & Domino 8.5.X Design Partner               (www.edbrill.com)‫‏‬
                                                     Lotus Design Blog
    OpenNTF.org Alliance Member, Steering             (Mary Beth Raven)
      Committee Company, & Former Host of             (www.notesdesign.com)
      OpenNTF.org                                    LotusStaffNotes (Brent Peters)
                                                      (www.lotusstaffnotes.com)
    Sponsor of IamLUG in 2009 & 2010                 Lotus Connections team
                                                      (synch.rono.us)
    Winner of 2007 & 2009 Lotus Award!
                                                     Domino Server Team
                                                      (www.dominoblog.com)‫‏‬
                                                     Lotus Mashups
                                                      (www.mix-and-mash.com)
                                                     Chris Pepin – IBM CTO’s Office
                                                      (www.chrispepin.com)

IamLUG 2010
Are you …




     Customer    Business Partner




IamLUG 2010
                                    6
What We’ll Cover …

      • What is the Collaboration Agenda?

      • Collaboration Agenda Model & Trends

      • A Few Success Stories

      • Collaboration Agenda for the Customer

      • Collaboration Agenda for the Business Partner

      • How Other Vendors Measure Up

      • Q&A

IamLUG 2010
                                                        7
What is the Collaboration Agenda?




                                     Positive Interaction
              Conversations          Measurable Outcomes
                                     Value Creating
IamLUG 2010
                                                            8
What is the Collaboration Agenda?

      • The Collaboration Agenda is about realizing measurable
        business value from improving the way people interact
           Goal: To create a vision of collaboration with Line-of-Business
              (LOB) users within your industry and organization
                 Resulting in a tangible business result

                 Leveraging your industry knowledge to articulate a vision

                 Thus, creating value and becoming a value creator




IamLUG 2010
                                                                              9
The Collaboration Agenda




IamLUG 2010
                                 10
What We’ll Cover …

      • What is the Collaboration Agenda?

      • Collaboration Agenda Model & Trends

      • A Few Success Stories

      • Collaboration Agenda for the Customer

      • Collaboration Agenda for the Business Partner

      • How Other Vendors Measure Up

      • Q&A

IamLUG 2010
                                                        11
The Collaboration Agenda Trend
 Why an industry-specific Collaboration Agenda? Why now?
                                                                             A recent survey by IDC
                                                                           shows that close to 65% of
                                                                            businesses say they will
                                   Decision makers have deep industry      pay a premium for Industry-
                                  knowledge, little technical knowledge         specific solutions

                                                                        Forrester finds that the LOB
                        IT spend decisions based on contribution to      and C-Suite have a strong
                                                                          influence on purchase
                         business objectives and shareholder value       decisions at least half the
                                                                                    time*
              IT spend justification to business leaders can        12/16: AMR identifies industry
               no longer be founded in technology oriented         alignment as top opportunity for
                      feature/function comparisons              Lotus – noting LOBs are leading their
                                                                            client inquiries
                                                                12/2 &15: Forrester and Gartner note
                                                                that IBM's competitors cannot match
     In these economic times, business leaders                    IBM for deep industry knowledge
   are cutting budgets across their organizations                All Agree: CA is differentiated and a
                                                                           winning formula


   Customers are demanding tailored solutions bringing
     business value relevant to their industry context
IamLUG 2010
                                                                                                    12
What We’ll Cover …

      • What is the Collaboration Agenda?

      • Collaboration Agenda Model & Trends

      • A Few Success Stories

      • Collaboration Agenda for the Customer

      • Collaboration Agenda for the Business Partner

      • How Other Vendors Measure Up

      • Q&A

IamLUG 2010
                                                        13
Collaboration Example – Healthcare




                                   Cataloging
              Healthcare           Dynamic Business Metrics
                                   Saving Time
IamLUG 2010
                                                              14
Collaboration Agenda - Banking




                                   Compliance
              Banking              Planning to Execution
                                   Investment Qualification
IamLUG 2010
                                                              15
Collaboration Agenda - Government




                                  New Value Proposition
              Government          Streamline Communication
                                  “I want that”
IamLUG 2010
                                                             16
Collaboration Agenda - Insurance




                                   Document Compliance
              Insurance            eForms
                                   Security / HIPPA / SOX
IamLUG 2010
                                                            17
Collaboration Agenda – E-Learning




                                  Compliance
              E-Learning          Knowledge Dissemination
                                  Coursemill for Websphere Portal
IamLUG 2010
                                                                    18
What We’ll Cover …

      • What is the Collaboration Agenda?

      • Collaboration Agenda Model & Trends

      • A Few Success Stories

      • Collaboration Agenda for the Customer

      • Collaboration Agenda for the Business Partner

      • How Other Vendors Measure Up

      • Q&A

IamLUG 2010
                                                        19
Collaboration Agenda for Customers




                       Why should I care?




IamLUG 2010
                                            20
Collaboration Agenda = Solutions




IamLUG 2010
                                         21
But What About me?



      • My company isn’t in …

           Banking

           Health Care

           Insurance

           Government

      • Do I care?



IamLUG 2010
                                22
The Real Question

      • Will customers really stick around long enough to listen
        to the story about solutions and vertices and more …




      • Time will only tell …




IamLUG 2010
                                                                   23
What We’ll Cover …

      • What is the Collaboration Agenda?

      • Collaboration Agenda Model & Trends

      • A Few Success Stories

      • Collaboration Agenda for the Customer

      • Collaboration Agenda for the Business Partner

      • How Other Vendors Measure Up

      • Q&A

IamLUG 2010
                                                        24
Collaboration Agenda for Business Partners




IamLUG 2010
                                                   25
Just Another IBM Program?




IamLUG 2010
                                  26
Collaboration Agenda = Solutions




IamLUG 2010
                                         27
Selling Lotus via the Collaboration Agenda Methodology




IamLUG 2010
                                                               28
Collaboration Agenda Pitfalls for Business

      • At the end of the day, there is still a Quota
          IBM Reps have to sell licenses
          BPs are still measured on licenses & certifications
      • Selling Head to Head
          Other Vendors are selling pure tech plays
          Other Solution Providers are selling on cost savings
      • Don’t use Collaboration Agenda Methodology
          Customers with an outsourcing mindset
          Customers 100% focused on cost




IamLUG 2010
                                                                  29
What We’ll Cover …

      • What is the Collaboration Agenda?

      • Collaboration Agenda Model & Trends

      • A Few Success Stories

      • Collaboration Agenda for the Customer

      • Collaboration Agenda for the Business Partner

      • How Other Vendors Measure Up

      • Q&A

IamLUG 2010
                                                        30
How do the Other Vendors Measure Up?

                    Traditional     Web 2.0

                        Microsoft       Google



                         Oracle           Jive



                                       Social Text



                                     Salesforce.com



IamLUG 2010
                                                      31
Microsoft

      • Office

      • Exchange

      • SharePoint

      • .NET / Visual Studio

      • BPOS

      • Dynamics / CRM

      • Live

IamLUG 2010
                               32
Oracle

      • Database

      • Fusion

      • Oracle Online

      • Oracle CRM

      • BEA

      • Hyperion



IamLUG 2010
                        33
Google

      • Google Apps
          Gmail
          Google Calendar
          Google Maps
          Google Tools
      • Google Apps for the
        Enterprise
           Health Care
           Education
           Government
           Small Business
           Not for Profits
IamLUG 2010
                              34
Jive



      • Jive SBS

           Employee Communities


           Internal Communities


      • Foundation / Modules




IamLUG 2010
                                   35
Socialtext

      • SocialText 4.0
          Social Networking
          Microblogging
          Groups
          Social Spreadsheets
          Dashboard
          Wiki Workspaces
          Internal Blogs
      • Delivery
          Hosted
          Appliance


IamLUG 2010
                                 36
Salesforce.com



      • Sales Cloud


      • Service Cloud


      • Chatter


      • Force.com



IamLUG 2010
                        37
Resources
      • Lotus Education Online – Collaboration Agenda Webinar
        http://www.leonline.net
      • Collaboration Agenda on IBM.com
        http://www-01.ibm.com/software/lotus/collaborationagenda/




IamLUG 2010
                                                                    38
Planet Lotus (www.planetlotus.org) is an aggregation of Lotus related blogs and news



                IdeaJam (www.ideajam.net) is a place where people can post and share their ideas, and
                       gauge the marketability, popularity and viability with input from others


              OpenNTF (www.openntf.org) is a site devoted to getting groups of individuals all over the
              world to collaborate on Lotus Notes/Domino applications and release them as open source



                     IBM’s Official portal for developers including a dedicated section for Lotus
                                       (www.ibm.com/developerworks/lotus)
                                Bleedyellow.com provides community implementations of Lotus
                                                 Connections and Sametime

                                  Lotus Greenhouse (greenhouse.lotus.com) is a live community
                                 website where you can use Lotus Collaboration Products for free!

                                LotusUserGroup.org is the on-line home of the IBM Lotus
                                     community for regional and virtual user groups


                  The Lotus Community Podcasts



IamLUG 2010
John Head
  jhead@psclistens.com    Facebook.com/johndhead     Facebook.com/PSCGroup

                              Twitter.com/johnhead   Twitter.com/PSCGroup
  1051 Perimeter Drive
  Suite 500              LinkedIN.com/in/johndhead   LinkedIN.com/PSCGroup
  Schaumburg, IL 60173
                         Slideshare.com/johndhead    Slideshare.com/PSCGroup

  (847) 517-7200            Youtube.com/johnhead     Youtube.com/PSCGroup
  (847) 517-7600 fax


                            www.johndavidhead.com


IamLUG 2010
                              www.pscgroup.com

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The Collaboration Agenda – Putting It to Work in your Organization

  • 1. The Collaboration Agenda – Putting It to Work in your Organization Carlos Casas – The RockTeam John Head – PSC Group © 2010 by the individual speaker
  • 2. IamLUG 2010 Sponsors © 2010 by the individual speaker
  • 3. Who am I? • Carlos Casas  CEO, The RockTeam & Lotus Education Online • Speaker  The RockTeam has been a presenter at Lotusphere since 2005  Collaboration Agenda  E-Learning  Domino Development • Contact Me  Linkedin.com/in/ccasas  Twitter.com/ccasas  www.rockteam.com | www.leonline.net  ccasas@rockteam.com  (o) 610-640-4880 | (m) 484-798-5286 IamLUG 2010
  • 4. • Incorporated 1980 (Celebrating 30 Years in Learning & Education!)  IBM Advanced Business Partner Since 1993 • Lotus ECIS Award Winner for Best Collaborative Learning Solution  Lotus Education Online (LEOnline.Net) • Developed the following courses for IBM  Lotus Active Insight  Web Content Manager  Learning Management Systems  Lotus Forms Integration  IBM Lotus Notes Domino 8.x Helpdesk Fundamentals • Redbook Team for  Lotus Active Insight  Web Content Manager  Learning Management Systems IamLUG 2010
  • 5. Who am I? • John D. Head  Director of Enterprise Collaboration at PSC Group, LLC  Involved in Lotus technology since 1993  OpenNTF.org Steering Committee Member and IP Working Group Chairman • Speaker  Over 30 sessions at Lotusphere since 1996  Speaker at Lotus Developer, ILUG, UKLUG, MWLUG, IamLUG, & TriStateLUG conferences • Author  Publications on Office and SmartSuite integration with Notes  LotusUserGroup.org contributing Author and Forum moderator  “Lotus Symphony for Dummies” Technical Editor  “Self Assessment and Strategy Guide for Migrating from Domino Document Manager “ Redbook Author IamLUG 2010
  • 6. PSC Group, LLC IBM Premium Business Partner for 20+ Years  Host of the following blogs: Microsoft Gold Partner  Ed Brill’s Notes & Domino 8.5.X Design Partner (www.edbrill.com)‫‏‬  Lotus Design Blog OpenNTF.org Alliance Member, Steering (Mary Beth Raven) Committee Company, & Former Host of (www.notesdesign.com) OpenNTF.org  LotusStaffNotes (Brent Peters) (www.lotusstaffnotes.com) Sponsor of IamLUG in 2009 & 2010  Lotus Connections team (synch.rono.us) Winner of 2007 & 2009 Lotus Award!  Domino Server Team (www.dominoblog.com)‫‏‬  Lotus Mashups (www.mix-and-mash.com)  Chris Pepin – IBM CTO’s Office (www.chrispepin.com) IamLUG 2010
  • 7. Are you … Customer Business Partner IamLUG 2010 6
  • 8. What We’ll Cover … • What is the Collaboration Agenda? • Collaboration Agenda Model & Trends • A Few Success Stories • Collaboration Agenda for the Customer • Collaboration Agenda for the Business Partner • How Other Vendors Measure Up • Q&A IamLUG 2010 7
  • 9. What is the Collaboration Agenda? Positive Interaction Conversations Measurable Outcomes Value Creating IamLUG 2010 8
  • 10. What is the Collaboration Agenda? • The Collaboration Agenda is about realizing measurable business value from improving the way people interact  Goal: To create a vision of collaboration with Line-of-Business (LOB) users within your industry and organization  Resulting in a tangible business result  Leveraging your industry knowledge to articulate a vision  Thus, creating value and becoming a value creator IamLUG 2010 9
  • 12. What We’ll Cover … • What is the Collaboration Agenda? • Collaboration Agenda Model & Trends • A Few Success Stories • Collaboration Agenda for the Customer • Collaboration Agenda for the Business Partner • How Other Vendors Measure Up • Q&A IamLUG 2010 11
  • 13. The Collaboration Agenda Trend Why an industry-specific Collaboration Agenda? Why now? A recent survey by IDC shows that close to 65% of businesses say they will Decision makers have deep industry pay a premium for Industry- knowledge, little technical knowledge specific solutions Forrester finds that the LOB IT spend decisions based on contribution to and C-Suite have a strong influence on purchase business objectives and shareholder value decisions at least half the time* IT spend justification to business leaders can 12/16: AMR identifies industry no longer be founded in technology oriented alignment as top opportunity for feature/function comparisons Lotus – noting LOBs are leading their client inquiries 12/2 &15: Forrester and Gartner note that IBM's competitors cannot match In these economic times, business leaders IBM for deep industry knowledge are cutting budgets across their organizations All Agree: CA is differentiated and a winning formula Customers are demanding tailored solutions bringing business value relevant to their industry context IamLUG 2010 12
  • 14. What We’ll Cover … • What is the Collaboration Agenda? • Collaboration Agenda Model & Trends • A Few Success Stories • Collaboration Agenda for the Customer • Collaboration Agenda for the Business Partner • How Other Vendors Measure Up • Q&A IamLUG 2010 13
  • 15. Collaboration Example – Healthcare Cataloging Healthcare Dynamic Business Metrics Saving Time IamLUG 2010 14
  • 16. Collaboration Agenda - Banking Compliance Banking Planning to Execution Investment Qualification IamLUG 2010 15
  • 17. Collaboration Agenda - Government New Value Proposition Government Streamline Communication “I want that” IamLUG 2010 16
  • 18. Collaboration Agenda - Insurance Document Compliance Insurance eForms Security / HIPPA / SOX IamLUG 2010 17
  • 19. Collaboration Agenda – E-Learning Compliance E-Learning Knowledge Dissemination Coursemill for Websphere Portal IamLUG 2010 18
  • 20. What We’ll Cover … • What is the Collaboration Agenda? • Collaboration Agenda Model & Trends • A Few Success Stories • Collaboration Agenda for the Customer • Collaboration Agenda for the Business Partner • How Other Vendors Measure Up • Q&A IamLUG 2010 19
  • 21. Collaboration Agenda for Customers Why should I care? IamLUG 2010 20
  • 22. Collaboration Agenda = Solutions IamLUG 2010 21
  • 23. But What About me? • My company isn’t in …  Banking  Health Care  Insurance  Government • Do I care? IamLUG 2010 22
  • 24. The Real Question • Will customers really stick around long enough to listen to the story about solutions and vertices and more … • Time will only tell … IamLUG 2010 23
  • 25. What We’ll Cover … • What is the Collaboration Agenda? • Collaboration Agenda Model & Trends • A Few Success Stories • Collaboration Agenda for the Customer • Collaboration Agenda for the Business Partner • How Other Vendors Measure Up • Q&A IamLUG 2010 24
  • 26. Collaboration Agenda for Business Partners IamLUG 2010 25
  • 27. Just Another IBM Program? IamLUG 2010 26
  • 28. Collaboration Agenda = Solutions IamLUG 2010 27
  • 29. Selling Lotus via the Collaboration Agenda Methodology IamLUG 2010 28
  • 30. Collaboration Agenda Pitfalls for Business • At the end of the day, there is still a Quota  IBM Reps have to sell licenses  BPs are still measured on licenses & certifications • Selling Head to Head  Other Vendors are selling pure tech plays  Other Solution Providers are selling on cost savings • Don’t use Collaboration Agenda Methodology  Customers with an outsourcing mindset  Customers 100% focused on cost IamLUG 2010 29
  • 31. What We’ll Cover … • What is the Collaboration Agenda? • Collaboration Agenda Model & Trends • A Few Success Stories • Collaboration Agenda for the Customer • Collaboration Agenda for the Business Partner • How Other Vendors Measure Up • Q&A IamLUG 2010 30
  • 32. How do the Other Vendors Measure Up? Traditional Web 2.0 Microsoft Google Oracle Jive Social Text Salesforce.com IamLUG 2010 31
  • 33. Microsoft • Office • Exchange • SharePoint • .NET / Visual Studio • BPOS • Dynamics / CRM • Live IamLUG 2010 32
  • 34. Oracle • Database • Fusion • Oracle Online • Oracle CRM • BEA • Hyperion IamLUG 2010 33
  • 35. Google • Google Apps  Gmail  Google Calendar  Google Maps  Google Tools • Google Apps for the Enterprise  Health Care  Education  Government  Small Business  Not for Profits IamLUG 2010 34
  • 36. Jive • Jive SBS  Employee Communities  Internal Communities • Foundation / Modules IamLUG 2010 35
  • 37. Socialtext • SocialText 4.0  Social Networking  Microblogging  Groups  Social Spreadsheets  Dashboard  Wiki Workspaces  Internal Blogs • Delivery  Hosted  Appliance IamLUG 2010 36
  • 38. Salesforce.com • Sales Cloud • Service Cloud • Chatter • Force.com IamLUG 2010 37
  • 39. Resources • Lotus Education Online – Collaboration Agenda Webinar http://www.leonline.net • Collaboration Agenda on IBM.com http://www-01.ibm.com/software/lotus/collaborationagenda/ IamLUG 2010 38
  • 40. Planet Lotus (www.planetlotus.org) is an aggregation of Lotus related blogs and news IdeaJam (www.ideajam.net) is a place where people can post and share their ideas, and gauge the marketability, popularity and viability with input from others OpenNTF (www.openntf.org) is a site devoted to getting groups of individuals all over the world to collaborate on Lotus Notes/Domino applications and release them as open source IBM’s Official portal for developers including a dedicated section for Lotus (www.ibm.com/developerworks/lotus) Bleedyellow.com provides community implementations of Lotus Connections and Sametime Lotus Greenhouse (greenhouse.lotus.com) is a live community website where you can use Lotus Collaboration Products for free! LotusUserGroup.org is the on-line home of the IBM Lotus community for regional and virtual user groups The Lotus Community Podcasts IamLUG 2010
  • 41. John Head jhead@psclistens.com Facebook.com/johndhead Facebook.com/PSCGroup Twitter.com/johnhead Twitter.com/PSCGroup 1051 Perimeter Drive Suite 500 LinkedIN.com/in/johndhead LinkedIN.com/PSCGroup Schaumburg, IL 60173 Slideshare.com/johndhead Slideshare.com/PSCGroup (847) 517-7200 Youtube.com/johnhead Youtube.com/PSCGroup (847) 517-7600 fax www.johndavidhead.com IamLUG 2010 www.pscgroup.com