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Practical advice to overcome common
user adoption and change hurdles
Susan Hanley
www.susanhanley.com
SharePoint Saturday NY
July 30, 2016
THANK YOU
EVENT SPONSORS
We appreciated you supporting the
New York SharePoint Community!
• Diamond, Platinum, Gold, & Silver have
tables scattered throughout
• Please visit them and inquire about their
products & services
• To be eligible for prizes make sure to get
your bingo card stamped by ALL sponsors
• Raffle at the end of the day and you must
be present to win!
CONFERENCE MATERIALS
• Slides / Demo will be posted on Lanyrd.com
• http://lanyrd.com/2016/spsnyc
• Photos posted to our Facebook page
• https://www.facebook.com/sharepointsaturdaynyc
• Tweet Us - @SPSNYC or #SPSNYC
• Sign Up for our NO SPAM mailing list for all conference
news & announcements
• http://goo.gl/7WzmPW
• Problems / Questions / Complaints / Suggestions
• Info@SPSNYMetro.com
• Visit ExtaCloud’s booth for wrist bands!
Scallywag's Irish Pub
508 9th Ave, between 38th & 39th.
[6 minutes walk]
Scallywags also serves food.
http://www.scallywagsnyc.com/
User Adoption
User Engagement
6
But wait,
then why are
we here?
RESULTS
Tip # 1: Adoption is not the end game




Managing Tasks and
Projects
Product
Development
• Engineer
struggling with
a problem –
find answers
quickly
• Feedback
“crowd-
sourcing”
Resource
Planning
• PM looking for
the most
qualified
resources for a
project –
expertise
location
Customer
Support
• Services agent
working trying
to solve an
unusual
customer
problem
• “Organic”
knowledge
base
• Sales team on-
boarding
• Sales team
training and
mentoring
Sales
Tip # 3: It’s personal
“Our intranet is a tool which
allows us to make business
decisions therefore it cannot
be overcomplicated or
distracting, making our
designs concise, sharp and
distinct.”
17
The
9X
Effect
A new product has to
offer a 9 X
improvement over the
existing solution in order
to be immediately or
easily adopted.*
*Gourville, John T., “Why Consumers Don’t Buy: The Psychology of New Product Adoption.” Harvard Business School
Note #504-056 (Boston: Harvard Business School Publishing, 2004).
Start small
Keep it simple
Consider your culture
Go for the “long wow”
Tip #5: Engage some helpers
22
Leaders
model the
behavior
“No involvement by
leaders,
no commitment by
employees.
No exceptions.”
Vala Afshar, Chief Marketing and Customer Officer at
Enterasys
http://hbr.org/2014/07/managing-change-one-day-at-a-time/ar/1
“Organizations can’t change their culture unless individual
employees change their behavior – and changing behavior is hard.
Many change programs focus on providing strategies, technologies,
and training – but often this is not enough.
When it comes to modifying deeply ingrained behavior, 12-step
programs have a superior track record.
They use incentives, celebration, peer pressure, coaching to adopt
new habits, negative reinforcement, and role models – things
organizations can draw on.”
Tip # 6: It’s all about comfort
Don’t assume
it’s intuitive
Don’t try to
train all at once
One size does
not fit all
www.visualsp.com
Context sensitive Help items:
• Videos • Images/Screenshots
• Documents • Links
www.contentpanda.com
Want training to
stick?
Train teams
together!
http://www.scoop.it/t/intranet-launch-videos-and-teasers - comprehensive collection
compiled by Ellen Van Aken
Additional examples: http://tiny.cc/ThreeSampleVideos
http://www.youtube.com/watch
?v=PN1IyDvyA2o
MAN Diesel
http://vimeo.com/60729239 http://youtu.be/SinFM8hNcOg
Dartmouth-Hitchcock
Intranet Home Redesign –
watch the end for outtakes
https://vimeo.com/regiscorp/review/125078501/68cd7832a8
https://vimeo.com/162603114 (1:23)
https://youtu.be/6jfpomYFCGU
30 for 30
Tip of the
Day/Week
Tip # 8: It’s about support
Make sure
the help desk
is prepared
 Office Hours
 Center of
Excellence
 (Just-in-Time)
Training and
Documentation
Plan ongoing
support
 Pilot team
 Volunteers
 Employee
advocates
Seed the
organization
with
evangelists
Tip # 9: Don’t forget the fun!





https://www.thoughtfarmer.com/blog/pennstate/
CollaBOOration -
A Ghoulish Guide
to Metadata
SharePointoberfest -
inebriate while you
collaborate!
SharePointgiving –
Give thanks to document
workflow and approval
Recognition
and rewards
must
align with
desired
outcomes
Take a lesson from
hockey –
don’t just track
goals, also track
and encourage
assists
Feedback
identifies
challenges
Ask for
feedback-
everywhere
Conduct
usability tests,
LISTEN and OBSERVE
Tip # 11: You’re never done
Tip # 12: It’s about sharing
1. Adoption is not the end
game
2. Adoptable solutions solve
real problems
3. It’s personal
4. It’s about change
5. Engage some helpers
6. It’s about comfort
7. It’s about communications
8. It’s about support
9. It’s about fun!
10. It’s about listening, but …
11. You’re never done
12. It’s about sharing
56
• President, Susan Hanley LLC
• National Practice Lead: Portals,
Management Collaboration, and Content
practice at Dell
• Director of Knowledge Management at
American Management Systems
• Information
Architecture
• User Adoption
• Governance
• Metrics
• Knowledge
Management
• Intranets & Portals
• Collaboration
Solutions
susanhanleysue@susanhanley.com
www.networkworld.com/blog/essential-sharepoint
www.susanhanley.com
www.improveit.how

 User Adoption Strategies: Shifting Second Wave People to New Collaboration Technology
 http://www.useit.com/alertbox/
 http://www.nngroup.com/articles/intranet-
social-features/
 http://www.scoop.it/t/intranet-launch-videos-and-teasers

 Re-Imagining Productive Work with Office 365
 Fasttrack.office.com
 Office 365 Network
 Essential SharePoint 2013
 Practical Framework for SharePoint Metrics
 ImproveIT

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We built it, but why won't they come? Practical advice to overcome common user adoption and change hurdles with SharePoint and Office 365

  • 1. Practical advice to overcome common user adoption and change hurdles Susan Hanley www.susanhanley.com SharePoint Saturday NY July 30, 2016
  • 2. THANK YOU EVENT SPONSORS We appreciated you supporting the New York SharePoint Community! • Diamond, Platinum, Gold, & Silver have tables scattered throughout • Please visit them and inquire about their products & services • To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors • Raffle at the end of the day and you must be present to win!
  • 3. CONFERENCE MATERIALS • Slides / Demo will be posted on Lanyrd.com • http://lanyrd.com/2016/spsnyc • Photos posted to our Facebook page • https://www.facebook.com/sharepointsaturdaynyc • Tweet Us - @SPSNYC or #SPSNYC • Sign Up for our NO SPAM mailing list for all conference news & announcements • http://goo.gl/7WzmPW • Problems / Questions / Complaints / Suggestions • Info@SPSNYMetro.com
  • 4. • Visit ExtaCloud’s booth for wrist bands! Scallywag's Irish Pub 508 9th Ave, between 38th & 39th. [6 minutes walk] Scallywags also serves food. http://www.scallywagsnyc.com/
  • 6. 6 But wait, then why are we here? RESULTS Tip # 1: Adoption is not the end game
  • 8.
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  • 12. Product Development • Engineer struggling with a problem – find answers quickly • Feedback “crowd- sourcing” Resource Planning • PM looking for the most qualified resources for a project – expertise location Customer Support • Services agent working trying to solve an unusual customer problem • “Organic” knowledge base • Sales team on- boarding • Sales team training and mentoring Sales
  • 13.
  • 14. Tip # 3: It’s personal
  • 15.
  • 16. “Our intranet is a tool which allows us to make business decisions therefore it cannot be overcomplicated or distracting, making our designs concise, sharp and distinct.”
  • 17. 17
  • 18.
  • 19. The 9X Effect A new product has to offer a 9 X improvement over the existing solution in order to be immediately or easily adopted.* *Gourville, John T., “Why Consumers Don’t Buy: The Psychology of New Product Adoption.” Harvard Business School Note #504-056 (Boston: Harvard Business School Publishing, 2004).
  • 20. Start small Keep it simple Consider your culture Go for the “long wow”
  • 21. Tip #5: Engage some helpers
  • 22. 22 Leaders model the behavior “No involvement by leaders, no commitment by employees. No exceptions.” Vala Afshar, Chief Marketing and Customer Officer at Enterasys
  • 23.
  • 24. http://hbr.org/2014/07/managing-change-one-day-at-a-time/ar/1 “Organizations can’t change their culture unless individual employees change their behavior – and changing behavior is hard. Many change programs focus on providing strategies, technologies, and training – but often this is not enough. When it comes to modifying deeply ingrained behavior, 12-step programs have a superior track record. They use incentives, celebration, peer pressure, coaching to adopt new habits, negative reinforcement, and role models – things organizations can draw on.”
  • 25. Tip # 6: It’s all about comfort
  • 26. Don’t assume it’s intuitive Don’t try to train all at once One size does not fit all
  • 27. www.visualsp.com Context sensitive Help items: • Videos • Images/Screenshots • Documents • Links
  • 29. Want training to stick? Train teams together!
  • 30.
  • 31.
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  • 33.
  • 34. http://www.scoop.it/t/intranet-launch-videos-and-teasers - comprehensive collection compiled by Ellen Van Aken Additional examples: http://tiny.cc/ThreeSampleVideos http://www.youtube.com/watch ?v=PN1IyDvyA2o MAN Diesel http://vimeo.com/60729239 http://youtu.be/SinFM8hNcOg Dartmouth-Hitchcock Intranet Home Redesign – watch the end for outtakes
  • 38. 30 for 30 Tip of the Day/Week
  • 39. Tip # 8: It’s about support
  • 40. Make sure the help desk is prepared  Office Hours  Center of Excellence  (Just-in-Time) Training and Documentation Plan ongoing support  Pilot team  Volunteers  Employee advocates Seed the organization with evangelists
  • 41.
  • 42.
  • 43. Tip # 9: Don’t forget the fun!
  • 46. CollaBOOration - A Ghoulish Guide to Metadata SharePointoberfest - inebriate while you collaborate! SharePointgiving – Give thanks to document workflow and approval
  • 48. Take a lesson from hockey – don’t just track goals, also track and encourage assists
  • 49.
  • 51.
  • 52. Tip # 11: You’re never done
  • 53.
  • 54. Tip # 12: It’s about sharing
  • 55. 1. Adoption is not the end game 2. Adoptable solutions solve real problems 3. It’s personal 4. It’s about change 5. Engage some helpers 6. It’s about comfort 7. It’s about communications 8. It’s about support 9. It’s about fun! 10. It’s about listening, but … 11. You’re never done 12. It’s about sharing
  • 56. 56 • President, Susan Hanley LLC • National Practice Lead: Portals, Management Collaboration, and Content practice at Dell • Director of Knowledge Management at American Management Systems • Information Architecture • User Adoption • Governance • Metrics • Knowledge Management • Intranets & Portals • Collaboration Solutions susanhanleysue@susanhanley.com www.networkworld.com/blog/essential-sharepoint www.susanhanley.com www.improveit.how
  • 57.   User Adoption Strategies: Shifting Second Wave People to New Collaboration Technology  http://www.useit.com/alertbox/  http://www.nngroup.com/articles/intranet- social-features/  http://www.scoop.it/t/intranet-launch-videos-and-teasers   Re-Imagining Productive Work with Office 365  Fasttrack.office.com  Office 365 Network  Essential SharePoint 2013  Practical Framework for SharePoint Metrics  ImproveIT