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50 simple steps to get the Collaboration Strategy Right

March 2012

Unleash Your Business Potential

Successful collaboration initiative

2

Foundation : Strategy

People

Pro

cess

and

polic

y

Tech

nolo

gy

Transition plan and strong transformation process

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Knowing why to collaborate Step 1

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Get the basic objective right Step 2

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Understand what business behaviors organization needs to have to get those

defined objectives

Step 3

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Understand corporate inhibitions, culture and

local context of team members are critical

Step 4

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Focus on people and process first Step 5

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Set-up core committee to drive collaboration – define, information gathering, articulate results and

most importantly take decision

Step 6

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Have a global and mobile team in the steering committee with healthy mix of

team members across different levels of

hierarchy

Step 7

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Define the problem tightlyStep 8

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Define an ideal collaborative environment breakdown barriers, levels and create level playing

ground with good visibility and transparency

Step 9

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Define success criteria – document baselines, ideal and measurable state

Step 10

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Define users stories upfront, documenting all

process work flow, reporting/ dashboard requirements and testing rules

Step 11

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Define and measure all the time - why and what

you collaborate for

Step 12

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Apply collaboration approach to

transaction to make it a part of day-to-day operation

Step 13

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Make some on responsible and accountable for the collaboration initiative with clear decision support structure, review mechanism

and ensure there is smaller release goals with strong iteration plan

Step 14

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Collaboration initiative requires management and leadership and involve them as strategist to the process of collaboration

Step 15

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Involve all critical elements of the business covering broader processes flow within collaboration

scope to strengthen the overall project to bring more commitment and relevance to organization

Step 16

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Define change management process – impact assessment, approvers, and communication

Step 17

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Weight security against collaboration advantages and draw a fine line, policy guideline and

communicate well with strong regular audit process

Step 18

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Knowing objective, goals, perceived benefit

before defining tools and technology is critical

Step 19

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Collaboration which is aligned to the current technology trends – bring excitement around collaboration project

Step 20

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Regular communication across the

user group – create excitement and constantly share few but effective features in the bag.

Release it slowly and completely – avoid anxiety but focus on creating

positive energy

Step 21

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Constantly review why we are

collaborating and goals and success parameters.

The complexity can derail the focus

Step 22

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Collaboration tools should be

easy to use, configure and

manage change

Step 23

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Create positive compulsion in the

system for users to increase user stickiness with system

Step 25

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Should create value to users and then to mangers and management

Step 26

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Collaboration technology is for creating an

eco-system for growth

not for one group or management team

Step 26

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Collaboration system will improve

communication – speed, quality and accuracy of communication

Step 27

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Deploy personal touch to the

collaborative tool – personalized and individual identity

Step 28

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Persistence is critical

Step 30

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Identify and call experts

Step 31

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Celebrate quick wins, build models

to sustain the initiative and make it

a part of work life

Step 32

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Always set smaller goals for success initially

to ensure higher focus and gain quick wins

Step 31

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Create wow effect - User visual technologies to enhance value to users and quality of usage

Step 32

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Test, test and test – core committee users, core group users, smaller groups and then take roll out

Step 32

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Present it with user stories not just the tool

Step 33

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Set expectations and set measurable

priority metrics

Step 34

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Positioning of the collaboration strategy, explain the journey - rationale behind introducing collaboration

system, process of building the system

Share it more like a story not as an execution chart

Step 35

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Data migration – proper guideline, templates, upload with care and proper documented testing in the system

Step 36

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Balance curiosity, anxiety, adviceand self help

Step 37

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Choose initial target group well for testing and

make them change leaders

Step 38

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Pick smart quick wins for the group

Step 39

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Tell a good story not just train – Make users comfortable.

Build train the trainer concept, web help manuals, short video with voice, documents with screen

shots will help users.

Step 40

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Reward and recognition to ensure higher adoption

Step 41

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Test and internal certification program can gain higher seriousness to entire efforts

Step 41

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Regularly upgrade the collaboration system with

process functionality to strengthen the system

Step 42

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Keep the system alive – data quality, system audit, change management and new functionality

Step 43

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Find reasons to go back to users

Step 44

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Keep a watch on the review process – managers and team

Step 45

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Systemic review using the tool is the most critical for

success of collaboration strategy

Step 46

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Set-up multi-point feedback and sharing platforms (online, in person 1 on 1’s and physical sessions)

Step 47

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Evaluate the feedback

Step 48

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Understand the customer pain points

Step 49

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Always collaborate with the Customer

Step 50

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