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Building a connected community

                            Note: this presentation has
Lyn Murnane                 been de-branded to enable
Knowledge Manager         sharing. All content was created
                           by me and is correct at time of
                                creation – 4/9/2012
Overview
•   About our Community
•   Setting up our Community
•   Moderation
•   “Selling” our Community
•   The growth of our Community




KMrt - September 2012              2
My company?
• A leading provider assisting international students to find
  the right overseas study option for them.
      • Placements in AU, US, CA, UK & NZ

• Also manages and part-owns the english language testing in
  Australia – the leading test of English language proficiency
  for study and the preferred test for migration

• My company is owned and governed by 38 Australian
  universities and SEEK Education

• 27 countries – 500 education counsellors

KMrt - September 2012                                           3
Some background
• Significant investment made to developing a CRM and KB
  which went live in June 2011

• A fully integrated lead management, application
  management, visa processing and student relationship
  management system

• Provides consistent workflow and data capture across the
  whole network

• It delivers a platform that enables the company’s multi-
  destination student placement strategy

KMrt - September 2012                                        4
Knowledge Base
The Knowledge Base is a central database of information containing
      –   Institution profiles, campus and location information,
      –   Program, course fee & entry criteria information,
      –   Student testimonials
      –   Client training/power point briefings, as well as video’s, photos
• The Knowledge Base contains over 128,000 answer pages
      – 99% are automated (Standard templates of data collected about institutions
        and programs) – updated 6 monthly and as required.
      – About 1700 manual answers
      – Data is sourced from publically available information on web sites
• Knowledge At The Point of Action, or KAPA means Counsellors can get
  relevant information when they need it
      – Access via student workspace
      – Access via applications workspace
      – ‘Push’ of KB links in matching



KMrt - September 2012                                                                5
The gaps...
• The knowledge base has a formal feedback function for
  counsellors to provide updates or corrections
• We have an excellent support team who communicate
  updates and changes to systems and data as required
• We had significant training materials and supporting
  documentation stored in a number of locations globally
• Counsellors would email the Service Desk or known SMEs
  to ask questions about data and processes but only if they
  knew the SME, or knew to ask the Service Desk
• We had starting building a community portal for our
  students but its rollout was significantly delayed
                        Where could we store shared information?
                      Where could I ask questions of my global peers?
                 Where could I ask how my peers handled random enquiries?

KMrt - September 2012                                                       6
We co-opted the community portal!

• We gave our system a tagline to encourage
  adoption
      – “if it’s not in OSCAR it never happened!”

• We asked our users who they thought
  ‘OSCAR’ was
• The globe character was the most popular
  response

• We worked with our Service desk to build a
  new look portal for our counsellors


KMrt - September 2012                               7
OSCAR Connect was born
• A place where OSCAR users can share and gain knowledge and
  information
• A learning resource to help peers discover best practices, specifically
  about using OSCAR and related counselling processes
• A place to submit and share ideas about potential improvements to
  OSCAR
• “It is through the process of sharing information and experiences with the
  group that the members learn from each other, and have an opportunity
  to develop themselves personally and professionally”  http://en.wikipedia.org/wiki/Community_of_practice




KMrt - September 2012                                                                                        8
Governance & Moderation
                           All content is overseen by
                           a moderator.

                           Guidelines for users are
                           available from homepage
                           of OSCAR Connect

                           Key concepts
                           • Respect all
                           • OSCAR related only
                           • Examples of what to post
                           and what NOT to post are
                           included in guidelines




KMrt - September 2012                                   9
How did we sell OSCAR Connect?
• A new project – OSCAR 2.0
• We built audio / video briefing
  packs, the 1st presented the
  OSCAR character. OSCAR voiced
  all briefing packs.
• We stored the briefing packs and
  training materials, as well as
  news items in OSCAR Connect
• We did not email out briefing
  packs but sent links to OSCAR
  Connect and encouraged our
  Regional OSCAR champions to
  read, and then share the content


KMrt - September 2012                10
OSCAR reputation
• A user is given points for participating in
  OSCAR Connect

                                     Originally new posts and
                                     comments had a higher
                                     value.
                                     Now rating a post or
                                     comment provides higher
                                     points




KMrt - September 2012                                       11
OSCAR ‘bling’
 • Depending on points accumulated, a different
   ‘bling’ icon is displayed next to a user’s name
           By viewing the change in Member
           numbers, I can see who has changed
           from ‘lurker’ to participant.




Last week I had 310 Members and only 1 new
user so 7 people felt ‘moved’ enough to
comment this week.


 KMrt - September 2012                           12
Sample discussions & Ideas
            generated              Well received
                                   idea that
                                   received votes
                                   & comments –
                                   easy
                                   deliverable
                                   that was
                                   implemented
                                   at end May




                              Counsellors
                              sharing their tips &
                              best practices with
                              their peers



KMrt - September 2012                                13
Most Popular Connections – May 2012




KMrt - September 2012             14
OSCAR Connect growth – Since 18
               March 2012




KMrt - September 2012                   15
Then and Now
• May 2012                    • Sept 2012




KMrt - September 2012                       16
Current State of Play
• OSCAR Connect has been allowed to grow organically
• We have tried to be led without defining an ‘end state’

• Responsibility for requesting and assessing system
  changes now responsibility of the network
• A key group of users (Super User Group) around the
  global network has been appointed to decide on these
  changes – network led and owned not Corporate led.
• Challenge of coordinating a global group over multiple
  time zones

KMrt - September 2012                                   17
Super User Group
• Has a dedicated SUG space on OSCAR
  Connect
• There are 3 discussion boards
      – Release Management
            • A section showing upcoming BAU
              changes/releases that require SUG sign off before
              they go in to production
            • A process has been developed to support this
      – SUG Works in Progress
            • A section of current agenda items/discussion
              items that are connected to our weekly meetings
      – SUG Ideas / Future Agenda items
            • A section where we can all submit ideas (voting
              req’d) for upcoming meetings that you would like
              to see addressed




KMrt - September 2012                                             18
Questions
• Before we move on .....




KMrt - September 2012               19
Activity – What’s next for OSCAR
                    Connect?
• How do we             • What are our     • Do we need to
  encourage               next steps for     define an ‘end
  further                 OSCAR              state?
  participati             Connect?
  on in
  OSCAR
  Connect?



KMrt - September 2012                                    20

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KMrt - Sept 2012 - setting up a virtual community2012_publish

  • 1. Building a connected community Note: this presentation has Lyn Murnane been de-branded to enable Knowledge Manager sharing. All content was created by me and is correct at time of creation – 4/9/2012
  • 2. Overview • About our Community • Setting up our Community • Moderation • “Selling” our Community • The growth of our Community KMrt - September 2012 2
  • 3. My company? • A leading provider assisting international students to find the right overseas study option for them. • Placements in AU, US, CA, UK & NZ • Also manages and part-owns the english language testing in Australia – the leading test of English language proficiency for study and the preferred test for migration • My company is owned and governed by 38 Australian universities and SEEK Education • 27 countries – 500 education counsellors KMrt - September 2012 3
  • 4. Some background • Significant investment made to developing a CRM and KB which went live in June 2011 • A fully integrated lead management, application management, visa processing and student relationship management system • Provides consistent workflow and data capture across the whole network • It delivers a platform that enables the company’s multi- destination student placement strategy KMrt - September 2012 4
  • 5. Knowledge Base The Knowledge Base is a central database of information containing – Institution profiles, campus and location information, – Program, course fee & entry criteria information, – Student testimonials – Client training/power point briefings, as well as video’s, photos • The Knowledge Base contains over 128,000 answer pages – 99% are automated (Standard templates of data collected about institutions and programs) – updated 6 monthly and as required. – About 1700 manual answers – Data is sourced from publically available information on web sites • Knowledge At The Point of Action, or KAPA means Counsellors can get relevant information when they need it – Access via student workspace – Access via applications workspace – ‘Push’ of KB links in matching KMrt - September 2012 5
  • 6. The gaps... • The knowledge base has a formal feedback function for counsellors to provide updates or corrections • We have an excellent support team who communicate updates and changes to systems and data as required • We had significant training materials and supporting documentation stored in a number of locations globally • Counsellors would email the Service Desk or known SMEs to ask questions about data and processes but only if they knew the SME, or knew to ask the Service Desk • We had starting building a community portal for our students but its rollout was significantly delayed Where could we store shared information? Where could I ask questions of my global peers? Where could I ask how my peers handled random enquiries? KMrt - September 2012 6
  • 7. We co-opted the community portal! • We gave our system a tagline to encourage adoption – “if it’s not in OSCAR it never happened!” • We asked our users who they thought ‘OSCAR’ was • The globe character was the most popular response • We worked with our Service desk to build a new look portal for our counsellors KMrt - September 2012 7
  • 8. OSCAR Connect was born • A place where OSCAR users can share and gain knowledge and information • A learning resource to help peers discover best practices, specifically about using OSCAR and related counselling processes • A place to submit and share ideas about potential improvements to OSCAR • “It is through the process of sharing information and experiences with the group that the members learn from each other, and have an opportunity to develop themselves personally and professionally” http://en.wikipedia.org/wiki/Community_of_practice KMrt - September 2012 8
  • 9. Governance & Moderation All content is overseen by a moderator. Guidelines for users are available from homepage of OSCAR Connect Key concepts • Respect all • OSCAR related only • Examples of what to post and what NOT to post are included in guidelines KMrt - September 2012 9
  • 10. How did we sell OSCAR Connect? • A new project – OSCAR 2.0 • We built audio / video briefing packs, the 1st presented the OSCAR character. OSCAR voiced all briefing packs. • We stored the briefing packs and training materials, as well as news items in OSCAR Connect • We did not email out briefing packs but sent links to OSCAR Connect and encouraged our Regional OSCAR champions to read, and then share the content KMrt - September 2012 10
  • 11. OSCAR reputation • A user is given points for participating in OSCAR Connect Originally new posts and comments had a higher value. Now rating a post or comment provides higher points KMrt - September 2012 11
  • 12. OSCAR ‘bling’ • Depending on points accumulated, a different ‘bling’ icon is displayed next to a user’s name By viewing the change in Member numbers, I can see who has changed from ‘lurker’ to participant. Last week I had 310 Members and only 1 new user so 7 people felt ‘moved’ enough to comment this week. KMrt - September 2012 12
  • 13. Sample discussions & Ideas generated Well received idea that received votes & comments – easy deliverable that was implemented at end May Counsellors sharing their tips & best practices with their peers KMrt - September 2012 13
  • 14. Most Popular Connections – May 2012 KMrt - September 2012 14
  • 15. OSCAR Connect growth – Since 18 March 2012 KMrt - September 2012 15
  • 16. Then and Now • May 2012 • Sept 2012 KMrt - September 2012 16
  • 17. Current State of Play • OSCAR Connect has been allowed to grow organically • We have tried to be led without defining an ‘end state’ • Responsibility for requesting and assessing system changes now responsibility of the network • A key group of users (Super User Group) around the global network has been appointed to decide on these changes – network led and owned not Corporate led. • Challenge of coordinating a global group over multiple time zones KMrt - September 2012 17
  • 18. Super User Group • Has a dedicated SUG space on OSCAR Connect • There are 3 discussion boards – Release Management • A section showing upcoming BAU changes/releases that require SUG sign off before they go in to production • A process has been developed to support this – SUG Works in Progress • A section of current agenda items/discussion items that are connected to our weekly meetings – SUG Ideas / Future Agenda items • A section where we can all submit ideas (voting req’d) for upcoming meetings that you would like to see addressed KMrt - September 2012 18
  • 19. Questions • Before we move on ..... KMrt - September 2012 19
  • 20. Activity – What’s next for OSCAR Connect? • How do we • What are our • Do we need to encourage next steps for define an ‘end further OSCAR state? participati Connect? on in OSCAR Connect? KMrt - September 2012 20