leveraging sharepoint & yammer’s social capabilities for business benefit

Leveraging SharePoint & Yammer’s Social Capabilities For Business Benefit#BASPUG @RHarbridge

Presented By: Richard Harbridge

#BASPUG @RHarbridge

My Name Is:Richard Harbridge

My Twitter ID:@RHARBRIDGE

Microsoft SharePoint Certifications

6000+ Personal Connections On LinkedIn

Partner Technology Strategist

With Microsoft

Presented

180+Sessions Or Workshops In The Past 4 Years

#BASPUG @RHarbridge3

Connecting Value To SharePoint Social Features

What is the Value?

Lowers the costof sharing and organizing

Surfaces knowledge and networks

Increases employeeengagement

The Big Reasons?

Connecting The Dots

EXPERTISE MERGERS ON-BOARDING

JOINT VENTURES VIRTUAL TEAMS MAJOR RE-ORGS

FRANCHISING OUTSOURCE ACTIVITY NEW MARKETS

• Lowers Cost Of Sharing & Organizing Information

• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation

Business Impact?

What does that mean?• Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To

Find Content

Content was KingNow…

Context is King

Communities

Search

Composites

ContentInsights

Not Just Communities… Leveraged Everywhere

What about the wheel?

THE VALUE OF SOCIAL…

Social is about unlocking conversations & providing more context

#BASPUG @RHarbridge

Social Feedback Leads To Better Procedures?

Why Leveraging SharePoint Blog Features for News is a Great Idea

Narrate your work

Some scenarios – end userFind a Person/ Expert

Post and discuss a topic and/or content

Manage a meeting or event

Ask/ answer a question

Make an announcement

Find a Document

Send/exchange information/ documents

Produce/manage content

Tag content

Poll/survey a group of people?Rate or otherwise infer sentiment (e.g. “Like”)Establish relationships with people, information and sitesForm serendipitous connections via affinity-based relationships

View activities across team, community, or network

Post/view/comment on content and media

View profile, manage profile

SharePoint Social or Yammer?Go Yammer Immediate adoption Rapid innovationConnect everyone

SharePoint on-premises and YammerService Pack 1 & Yammer app for SharePoint

SharePoint Social futuresCommitted to another SharePoint on-premises releaseSocial capabilities will be maintainedDon’t plan on adding new features

Social’s future: Yammer and Office 365Continued hybrid improvements

SharePoint Online

Yammer

robust document collaborationteam sites, calendars, projects and taskstime & planning

Extranet 2.0

fast and easy to set up for real-time collaborationcommunication focusedhow people live and work right now

the best of both worlds… but we don’t want to wait (and we really don’t have to)

here today here today coming soon!

When to use…

This is a starting point, but hopefully it will help you create your own guidance based on your own technology landscape.

Inline Social Groups Office Graph

Previews On What’s Coming

Inline Social

Extends social collaboration to Office 365, Dynamics, and other apps, services, and line-of-business systems.

Enables you to participate in social conversations from the tools of your choice

Groups

Unifies People, Profiles, Conversations, Emails, Calendars, and Files across Office 365 and beyond.

Provides you with a rich and seamless collaboration experience across applications

Content and signals across Office 365 auto-populating the Office Graph for teams.

Insights derived with machine learning to help YOU get the job done right NOW

Office GraphExchange

SharePoin

Yammer

Check Out The New Video Experience

Wikis, Blogs and Discussions Demonstration

#BASPUG @RHarbridge

Blogs in 2010…• The gist of it: • Blog posts auto listed in activity feed.• Consistent and improved rich text editor.• Live preview and ability to launch blog program

from ribbon.• Team blogs as well as individual blogs.• Personal blog can be linked to mysite.• Improved navigation OOTB for blog sites.• “About this blog” content area.• No HTML or silverlight/media

(AVAILABLE in 2013 w/ Nicer Design Options)

#BASPUG @RHarbridge

Personal Sites, Profiles, and Newsfeed

Demonstration

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Storage Architecture in 2013

Content DBs (per-user)

User Profile Service

Profile DB (per-service)

People and tag following

User profile properties

Social DB (per-

service)

Social tags

Content DB(site collection per-user)

Feed postsSite and

document following

Personal storage space

(Site Feed posts are stored in the SP site)

#BASPUG @RHarbridge

Permissions

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Tip: SharePoint Magnifies Issues

Active Directory Not Up To Date?

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Tip: Plan User Profile PropertiesProperty Name Example: Region Name

Source Example: System XYZ

Editable By Users Example: Editable By Users

Privacy Example: Everyone

Required or Optional Example: Optional

User Profile Property Planning Worksheet

#BASPUG @RHarbridge

Discussion Point: The way Yammer is currently integrated with SharePoint focuses on ‘replacing’ the SharePoint Newsfeed functionality. This is due to Yammer being ‘better’ than SharePoint Newsfeed in a variety of ways (with one caveat).

Nice Article On Yammer vs SharePoint For Microblogging - https://www.nothingbutsharepoint.com/sites/eusp/Pages/SharePoint-vs-Yammer-for-Microblogging.aspx

SharePoint ‘vs’ Yammer Newsfeeds

#BASPUG @RHarbridge

What Am I Following?

Tags, Notes and Ratings

Demonstration

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Rating vs Liking

See Who Else Liked Something

People SearchDemonstration

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Search For People

Refine your search based on

keywords

Discover experts based on their

interests or past projects

CommunitiesDemonstration

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Communities in 2013

All discussions roll-up

Members and reputations

Easy onboarding process

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Posts and replies

Description

Navigation

Community Categories

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Community Postings

Rich Text Posts

Feature Posts

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Community Conversations

Mark As The Best Reply

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Community Owner Tools

Security Trimmed

Immediate Feedback

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Reputation & Badges

Configurable Reward Levels

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Reputation & BadgesGifted Badge

Support

Progress Information

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Find What You’re Looking For

Discover answers and take action

Search based on conversations

Bonus! Implementing An Effective SharePoint Social Strategy

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8/19/2011Key User Profiles Are Populated

4/4/2011 6/1/2012

5/1/2011 6/1/2011 7/1/2011 8/1/2011 9/1/2011 10/1/2011 11/1/2011 12/1/2011 1/1/2012 2/1/2012 3/1/2012 4/1/2012 5/1/2012

7/1/2011 - 8/19/2011Governance Updates

7/23/2011Site Listing Created

8/10/2011Site Provisioning Process Finalized

8/19/2011Site Provisioning Globally Available

Site Listing Complete

8/19/2011 - 12/2/2011Team/Community Site Roll Out

8/5/2011 - 12/2/2011User Profile Roll Out

7/15/2011Social Strategy & Planning Complete

4/4/2011 - 7/15/2011Social Strategy Planning

12/5/2011 - 3/2/2012Implement IT Knowledge Base

8/29/2011 - 11/4/2011Pilot Leadership Blogs

7/22/2011 - 4/13/2012IS MySite Pilot

12/2/2011+30% Profile Completion

5/25/2012+50% Profile Completion

3/19/2012 - 4/13/2012Review & Implement Retention & Disposition Rules

11/4/2011MySite Branding Complete

8/29/2011Employee Policies Up to Date

1/13/2012Deploy Electronic Vacation Scheduling Organization Wide

2/17/2012Application & Business Leader Listing Available

Social Roll Out

Eight Considerations When Implementing SharePoint Social Capabilities

#BASPUG @RHarbridge

Phase 4

Phase 3

Phase 2

Phase 1 Basic Profile Import

MySites Piloted

MySites Globally Deployed

MySites Customized

Profiles Implemented

Custom Profile Fields

Profile Fields Integrated With

LOB Data

Users Can Edit Profile Data With Write Back To AD

Photos Updated From Central

Source

Profiles Presentation Customized

My Sites & Profile Roll Out

#BASPUG @RHarbridge

Social Feature Roll Out

Phase 1Less Than 50% Profiles Populated

Notes and Status Updates Infrequently Used

Community Sites Piloted

Wikis Piloted

Leadership Blogs Piloted

Discussion Boards Piloted

Tags & Notes Infrequent (Usage Low)

Ratings Piloted On Knowledge Base

Phase 2Less Than 75% Profiles Populated

Notes & Status Updates Used Frequently By Early Adopters

Community Sites Globally Deployed

Wiki Sites Globally Deployed

Department Blogs Deployed

Discussion Boards Globally Deployed

Tags & Notes Adopted (Usage High)

Knowledge Base Initiating New Procedures/Policies

Phase 3Close to 100% Profiles Populated

Notes & Status Updates Considered Cultural Norm

Communities Extended To External Participants

Wiki Spaces Extended To External Participants

Personal Blogs Deployed

Discussion Boards Leading To New Innovation Or Cost Savings

Tags & Notes (Expected)

Knowledge Base Podcasting & Media

#BASPUG @RHarbridge

Map To Business Objectives

Support Acquisitions

Provide Positive Work Culture

Highlight Exceptional People

Have Highly Effective Decision Making

Supporting Community

Customer Transparent Support

Leadership Personally Engaging w/ Customers

Internal Social Collaboration

User Profiles Personal MySites

Internal Social Networking

Communities Of Interest Communities Of Practice

External Social Authoring

Social CRM

Direct Relationship Indirect Relationship

#BASPUG @RHarbridge

Legitimate Causes For ConcernConcern Mitigating SolutionCorporate Embarrassment The most common reason for corporate embarrassment is lack of training on

management and executive teams (or their supporting staff). It’s important for the leader who creates a blog for example to also impose ‘approval’ on blog comments. These simple measures must not only be put into effect but they also must be understood and the users must understand how to use these features effectively.

Loss Of Intellectual Property & Trade Secrets

This is often dealt with by appending or amending existing intellectual property policies within employee manuals or employee agreements. The Intranet or any social technology should not be exempt from acceptable technology use practices and ethical/respectful employee behavior.

Another Potential Distraction It is important for management to support the platform but also to clearly explain why/when it should be used. Setting the expectation that this is a work technology (like email, or their web browser) is often the only effort necessary. To help make employee use more effective it can be extremely useful to provide training, guidance, and examples for how to use the technology in a work setting. Often using stories to illustrate this can go a long way (especially if they are based on the corporate culture, a real use of the tool, and particular to the business).

Another Entry Point for Viruses/Other Attacks

This is immediately mitigated by deploying or implementing an enterprise ready social technology. Many have constraints imposed to stop people from adding script as an example to status updates, discussion boards, tags, or embedded within other social content.

Employee Harassment This is often dealt with by appending or amending existing sexual harassment policies within employee manuals or employee agreements. The Intranet or any social technology should not be exempt from acceptable technology use practices and ethical/respectful employee behavior.

#BASPUG @RHarbridge

Profile Sprawl Challenge?

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No Anonymity In The Enterprise?

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Unique Cloud Challenges…If you have SharePoint 2013 On Prem and a Office 365 SharePoint Online Instance…

How do you plan the social user experience?

Example: Following an o365 document doesn’t add it to your onPrem social feed, it would add it to the o365 data… Difficult hybrid scenario.

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Discipline and Processes

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Samples of What to Measure– Number of completed user profiles– Number of connections per user– Cross posting of blogs, subscriptions to RSS and other feeds– Average number of participants with Wikis (also look at

distribution – Wikis with most participants vs. universe of wikis)

– Effective use on major projects– Reduction in e-mail (generally, on specific topics, corporate

noise)– Range of adoption (departments, topics)– Does a new policy or idea get adopted easier? – Search metrics: fewer similar queries=right information fasterEight Considerations When Implementing SharePoint Social Capabilities

#BASPUG @RHarbridge

Understand Your Maturity

Microsoft: Enterprise Social Collaboraiton Progression Model - http://www.microsoft.com/enterprise/it-trends/social-enterprise/articles/Enterprise-Social-Collaboration-Progression-Model.aspx#fbid=I1J-B4XG2DS

#BASPUG @RHarbridge

http://www.sharepointmaturity.com/home.aspx

Work SocialCustomer Engagement Maturity Model

Customer Engagement Maturity Model

MATURITY

LowBASIC FOUNDATIONAL OPTIMIZE TRANSFORM

Technology

Process

People

Employee

Customer

Levers

People

Limited awarenessProcess

Limited ObjectivesTechnology

Comfortable with status quo – email, phone, etc.

MATURITY

Technology

Process

People

Employee

Customer

Levers

People

People are recognized as enablers

Process

Exploration of enabling business process via social channels

Technology

An understanding of existing tools and where they fit.

MATURITY

Technology

Process

People

Employee

Customer

Levers

People

Siloed efforts transform to open exchanges.

Process

Collaboration partially integrated into business processes

Technology

Integrated across LOB apps.

MATURITY

Technology

Process

People

Employee

Customer

Levers

People

Customer obsessed culture

Process

Rapid responses to requests and inquiries

Technology

Cohesive, engaging user experiences

MATURITY

Technology

Process

People

Employee

Customer

Levers

Thank YouOrganizers, Sponsors and You for Making this Possible.

Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@RHarbridge.com Resources:

100+ SharePoint Presentations At.. SlideShare.net/RHarbridgeGreat SharePoint 2013 Stories At.. Microsoft Case Studies130+ SharePoint Standards At.. SPStandards.com X Additional Resource Slides Included In This Deck..

Microsoft Enterprise Social ResourcesSites, Blogs & Twitter

Enterprise Social Customer Success - Yammer Success Center – EnterpriseSocial.com - The Responsive Org

Admin & IT - Developers - Yammer App Directory - Office Store - Yammer Ignite Blogs: Yammer Office 365 Twitter: @Yammer @Office365

Research/Whitepaper Gartner: Magic Quadrant for Social Software in the Workplace - Evolution of the networked enterprise:

McKinsey Global Survey results - Yammer’s 2013 Business Value Survey Results - The Rise Of Enterprise Social Networks

Press How Red Robin Transformed Its Business With Yammer -

How Teach for America gets the most out of Yammer on a shoestring budget - HK firm creates idea melting pot for 4,000 employees - LexisNexis found that employees who use Yammer are way happier - Switching to Yammer let this company slash helpdesk calls and save $1.5 million a year - How Microsoft got its own employees to use Yammer

Videos Move Faster Together Transform the Way You Work with Yammer

#WorkLikeANetwork

leveraging sharepoint & yammer’s social capabilities for business benefit

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