practical advice to overcome adoption hurdles
TRANSCRIPT
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We built it, but
why won’t they
come? Practical advice to
overcome common user adoption and change
hurdlesSharePoint Tech FestApril 6, 2016Susan Hanleywww.susanhanley.com
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About Me• 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
susanhanley
[email protected] www.networkworld.com/blog/essential-
sharepoint
www.susanhanley.comwww.improveit.how
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User AdoptionUser Engagement
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But wait, then why are we here?
RESULTS
Tip # 1: Adoption is not the end game
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We built it, why don’t users just come?Adoption rarely happens all at once
WIIFM The solution has to be worth adopting
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Tip # 2: Adoptable solutions solve measurable problems
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Real World Collaboration Challenges
Curing Versionitis Finding ExpertiseSharing with Partners and Customers
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Real World Enterprise Social ChallengesProduct
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
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Tip # 3: It’s personal
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All about my ROLE!
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“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.”
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Tip # 4: It’s about change 12
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Deep experience
with technology
and conceptRecognize the need for the
solution
Convinced the product works
Why is change so hard?
You Seeing the solution for
the first timePossibly
unaware or unconvinced of the needSkeptical
about whether the
product works“Custome
r”
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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).
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Ease in to change …
Start small
Keep it simple
Consider the “long wow” – help users create new habits
Consider your culture
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Tip #5: Engage some helpers
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Leaders model the behavior
“No involvement by leaders,
no commitment by employees.
No exceptions.”Vala Afshar, Chief Marketing and Customer Officer at Enterasys
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But it’s not just the leaders …
Identify and engage your Mikeys
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Tip # 6: It’s all about comfort
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Plan a training roadmap – for comfortDon’t
assume it’s intuitive
Don’t try to train all at once
One size does not fit all
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Just-in-Time/In Context Training
www.visualsp.comContext sensitive Help items:
• Videos • Images/Screenshots• Documents • Links
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Just-in-Time/In Context Training
www.contentpanda.com
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Train teams together
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Tip # 7: It’s about communications
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Launch ideas that worked … mostly
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Photo Booth
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Launch Videoshttp://www.scoop.it/t/intranet-launch-videos-and-teasers - comprehensive collection compiled by Ellen Van AkenAdditional examples: http://tiny.cc/ThreeSampleVideos
http://www.youtube.com/watch?
v=PN1IyDvyA2oMAN Diesel
http://vimeo.com/60729239http://youtu.be/SinFM8hNcOgDartmouth-Hitchcock Intranet Home Redesign
– watch the end for outtakes
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Persistent communications that worked
30 for 30
Get Sharp on
SharePoint
Intranet Learning
Cafés(with great coffee)
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Create (and use) an “anecdote” bank
Regular “on site events” – Polls on Mondays, Conversation Topic of the Week on Tuesdays, Employee Spotlights on Wednesdays, Trivia on Fridays
Leverage existing meetings and events
Target your messages Did you know …? (tip of
the day) Portal Minute at the start
of company meetings Weekly recap “Look what they did”
success stories Cafeteria table toppers Message board/break
room announcements or posters
Desktop wallpaper Usability testing
Other ideas for your communications plan
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Tip # 8: It’s about support
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It takes a villageMake sure the help desk is prepared
Pilot team Volunteers Employee
advocates
Seed the organization with evangelists
Office Hours Center of
Excellence (Just-in-Time)
Training and Documentation
Plan ongoing support
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You are not alone – lots of help from Microsoft: fasttrack.office.com
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Tip # 9: Don’t forget the fun
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Scavenger Hunt Points, Badges, Prizes Five for Five “Profile Week” FOOD!
Incentives and rewards help kick-start
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Fun with a theme
CollaBOOration - A Ghoulish Guide to Metadata
SharePointoberfest - inebriate while you collaborate!
SharePointgiving – Give thanks to document workflow and approval
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Recognition and
rewards must
align with desired
outcomes
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Take a lesson from hockey – don’t just track
goals, also track and encourage
assists
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Tip # 10: It’s about listening, and …
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...allow users to provide feedbackFeedback identifies
challenges
Ask for feedback-everywher
e
Conduct usability tests,
LISTEN and OBSERVE
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Tip # 11: You’re never done
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Tip # 12: It’s about sharing
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The Tips1. Adoption is not the end
game2. Adoptable solutions
solve real problems3. It’s personal4. It’s about change5. Engage some helpers6. It’s about comfort7. It’s about
communications8. It’s about support9. It’s about fun!10.It’s about listening, but
…11.You’re never done12.It’s about sharing
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General Read
User Adoption Strategies: Shifting Second Wave People to New Collaboration Technology by Michael Sampson
Jakob Nielsen’s Alertbox: http://www.useit.com/alertbox/ (Current Issues in Web Usability) Reference article about social features on intranets:
http://www.nngroup.com/articles/intranet-social-features/ SharePoint and Office 365
Fasttrack.office.com Office 365 Network on Yammer: Driving Office 365 Adoption group Essential SharePoint 2013 Practical Framework for SharePoint Metrics ImproveIT
User Adoption Resources