Collaboration 2.0 & The Supply Chain

David Coleman

Stewart Levine

November 24th 2008

Goals & Objectives

Supply Chain Experts Meeting – 11-24-08

• Introductions

• What is Collaboration 2.0

• Benefits for supply chain companies

• How can we use it as a group

• Opportunities within our communities

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Background: David Coleman• 20 years focused on Groupware, knowledge management, online

communities, social networks and Collaboration.

• Author of 3 books (on those topics)

• Founded Collaborative Strategies in 1989

– We work with start-ups, large companies and collaboration vendors (OpenACircle, EasyProjects.net)

– Clients include high tech companies from Microsoft to start-ups, and end-user organizations like: PacifiCare, Hoffman-Laroche, and Haworth

• Was the first Manager of Competitive Analysis at Oracle, and also helped to start their UNIX group

• For more information www.collaborate.com

© 2008 Collaborative Strategies

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ABOUT STEWART LEVINE Stewart improves productivity while saving the enormous cost of conflict using “Agreements for Results” and “Resolutionary” conversational models. As a lawyer he realized fighting is ineffective in resolving problems. At AT&T he learned why collaborations fail: people do not create clarity about what they want to accomplish, and how they will get there. He has worked across the organizational spectrum – Fortune 500, small, government and non-profit. His “Cycle of Resolution” is included in the “Change Handbook, 2d Edition.” His book "Getting to Resolution: Turning Conflict into Collaboration” (Berrett-Koehler 1998) an Executive Book Club Selection; Featured by Executive Book Summaries; named one of the 30 Best Business Books of1998; and called “a marvelous book” by Dr. Stephen Covey. It has been translated into Russian, Hebrew and Portuguese. “The Book of Agreement” (Berrett-Koehler 2003) has been endorsed by many thought leaders, called “more practical” than the classic “Getting to Yes” and named one of the best books of 2003 by CEO Refresher (www.Refresher.com). Along with David Coleman he wrote “Collaborate 2.0” that was released in February 2008. He teaches communication, relationship management and conflict management skills for The American Management Association and CEO Space.

Contact: www.ResolutionWorks.com; ResolutionWorks@msn.com; 510-777-1166

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© Collaborative Strategies 2008, All Rights Reserved5

Go to:http://happyabout.info/collaboration2.0.php

© Collaborative Strategies 2008, All Rights Reserved6

Holistic Approach to Collaboration & Virtual World Perspectives

PeoplePeople ProcessProcess

TechnologyTechnology

CollaborationCollaborationSuccessSuccess

Collaboration“Collaboration is a key driver of overall performance of companies

around the world. ..Collaboration can positively impact each of the gold standards of performance: profitability, profit growth and sales growth”*

Twice as significant as a company’s aggressiveness in

pursuing new market opportunities Five times as significant as the external market

environment

* Impact of Collaboration on Business Performance By Frost & Sullivan, (sponsored by Verizon and Microsoft, 2007)

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1. Sales & marketing (proposal development)

2. Customer service/support (exception handling)

3. R&D (new product development)

4. Supply Chain

a) Order-to-Cash Process (Customer Collaboration)

b) Purchase-to-Pay Process (Supplier Collaboration)

c) Exception handling

5. Training (internal and external)

6. Decision support/crisis management

Critical Processes with Collaborative Leverage

8©2008 Collaborative Strategies. All rights reserved

“Electronically connecting and collaborating with supplier, customers and other critical parties…is vital to thriving in this demanding environment.”

Aberdeen Group, “Process Collaboration in Multi-Enterprise Supply Chains” August, 2008

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Customer Collaboration

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Collaboration 2.0 Interpersonal Challenges & Opportunities

1. Becoming a Conscious Communicator &

Leader

2. Engagement & Invitation – Building Trust

3. Leading Demands Creativity – No Manual

4. Honoring Formality & Process Design

5. Awareness of 3 V’s – Visual, Vocal, Verbal

6. Choosing the Communication Channel

7. Recognizing Cultural Differences

© Stewart Levine 2008, All Rights Reservedwww.ResolutionWorks.com

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Laws of Agreement• Collaboration is the source of productivity.

• We collaborate with explicit & implicit agreements.

• We work and live in a “sea” of agreements.

• We never learned the elements of effective agreements.

• Clear agreements express shared vision and a map.

• Clear agreements improve the chances for satisfaction.

• Practice enables crafting masterful agreements.

• No matter how good the agreement conflict will arise.

• Breakdowns are an opportunity for creativity.

• Resolving conflicts leads to a new agreement

©2008 Collaborative Strategies 12

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Begin With a Collaborative “Agreement for Results”

Essential Elements• INTENT & VISION • ROLES• PROMISES • TIME / VALUE • MEASUREMENTS OF SATISFACTION • CONCERNS AND FEARS• RENEGOTIATION / DISSOLUTION • CONSEQUENCES• CONFLICT RESOLUTION• AGREEMENT ?

© Stewart Levine, All Rights Reservedwww.ResolutionWorks.com

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You Cannot UNPUNCH

Someone !!!

© Stewart Levine 2008, All Rights Reservedwww.ResolutionWorks.com

Although BigString.com allows you to send self destruct e-mails or take them back!

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© Stewart Levine 2008, All Rights Reservedwww.ResolutionWorks.com

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Steps of the Cycle of Resolution

1. Attitude of Resolution 2. Telling the story *** (Facts) 3. Preliminary Vision 4. Current and Complete *** (Emotions) 5. Agreement in Principle 6. New Agreement *** (Future) 7. Resolution ***Conversational Action Steps.

© Stewart Levine 2008, All Rights Reservedwww.ResolutionWorks.com

SCM 2.0 Web 1.0 - Commerce Web 2.0 - People

Static web sites Focus on protecting

content People find content on web

sites and portals SEO (Google) is king E-mail blasts Customer

Focus on social networking and sharing content

People pull content of interest to them

Blogging, RSS feeds, Podcasts, Mobile phones

Engage folks where they “hang out” online

Partner

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Presence in Social Networks

©2008 Collaborative Strategies . All rights reserved

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How do I extend presence into the supply chain? Do you integrate with SIP or XMPP?

Social Network - example

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How do I integrate the power of a social network into Supply Chain?

Twitter, Micro-blogging, SMS, etc.

©2008 Collaborative Strategies. All rights reserved 20

Can I use a Twitter feed to update (in real time) everyone in a Supply chain group?

Case Study: Target Purchasing

©2007, All Rights Reserved 21

GroveSite – Wiki-based VTS

©2007, All Rights Reserved 22

Integrating Collaboration 2.0 with Supply Chain• Adapx (Capturx) – captures data off of

paper forms and digitizes it

• Qtask – provides project management and workflow, accountability of all parties is supported

• Yammer – enterprise version of Twitter: updates on transportation, status in supply chain

©2008 Collaborative Strategies 23

Capturx Forms for Excel

Fast, structured data collection with Excel and paper forms

1. Create Form in Excel 2. Print and fill out 3. Structured data in Excel desktop, server

"Capturx enables pen and paper to join with the full analysis power of Microsoft Excel…to provide timely analysis of data.

“Easily and quickly collect information on paper, it instantly digitizes as it is written for immediate integration into Excel"

Bill Faster send signature to boss send structured data to accounting

Keep projects on track paper change orders, punch lists data consolidated, shareable

Deliver products and services faster new orders, service requests on site no waiting for paper to begin processing

© Adapx 2008 CONFIDENTIAL

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InspectionsPaper form printed from Excel

Data automatically digitized, formatted

Record of field worker, pen, date and time of data entry

Formats:• Dates• Numbers• Signatures• Checkboxes (True/false)

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Supply Chain Example

© Adapx 2008 CONFIDENTIAL

* UPS is not a customer

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Other Supply Chain examples• Freight

• Driver logs

• Vehicle inspection

• Values

– Easy data collection in the field

– Searchable digital data for audits

• Billing• Invoicing

• Delivery

• Values

– Paper copies

– Immediate digital access to signatures– to issue invoice, factor receivables

© Adapx 2008 CONFIDENTIAL 30

Tasks History Log

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Compliance

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Contact Information: David• Collaboration Blog and website at:

http://www.collaborate.com• Collaboration 2.0 Book

http://happyabout.info/collaboration2.0.phpUse Code: “CollabeTechCoire” for 25% discount

• E-mail: davidc@collaborate.com• Phone: (415) 282-9197• Skype: ddcoleman• Twitter: dcoleman100

©2008 Collaborative Strategies. All rights reserved 30

Stewart’s Contact Information

• E-mail: Resolutionworks@msn.com

• Web Site – www.resolutionworks.com

• Phone: 510-777-1166

©2008 Collaborative Strategies 31