the birth of a company-wide wiki

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©1993-2011 Altitude Software - All Rights Reserved The Birth of a Company-Wide Wiki Joaquim Baptista Director, Technical Documentation @pxquim [email protected] Organização 2.0 2-Jun-2011

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A small software company with a worldwide presence uses one wiki to store or access most company information. Using open source software, the wiki started as a small team tool and then grew to reach technical people. An innovative content strategy proposal later extended the reach of the wiki to non-technical people. Five years later, the system is still the backbone of the company. Crucial factors for the unusual adoption of the wiki included technical competence, judicious leadership, champions at the executive committee, and a compelling proof-of-concept.

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Page 1: The Birth of a Company-Wide Wiki

©1993-2011 Altitude Software - All Rights Reserved

The Birth of a Company-Wide Wiki

Joaquim Baptista

Director, Technical Documentation

@pxquim

[email protected]

Organização 2.0 — 2-Jun-2011

Page 2: The Birth of a Company-Wide Wiki

2©1993-2011 Altitude Software - All Rights Reserved

Design of communication at Altitude Software

Wiki adoption story, how and why?

2002: Technical writers’ wiki.

2004: Technical wiki and more.

2005: Company wiki and more.

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2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Wiki users at Altitude Software

Page 3: The Birth of a Company-Wide Wiki

3©1993-2011 Altitude Software - All Rights Reserved

Background — Altitude Software

Altitude Software:

Sells software for contact centers (product plus setup services).

150 employees in Lisbon (including R&D).

150 employees worldwide.

Altitude uCI suite is technically complex:

Client/Server, Windows/AIX/Linux.

Integrates with switches, databases, major ERP suites.

Customized in C, C#, VB, Java, proprietary programming language.

Page 4: The Birth of a Company-Wide Wiki

4©1993-2011 Altitude Software - All Rights Reserved

Phase 1 — Mid 2002 — Pool

Wiki discovery:

Issue with extra notes (extra detail, inefficient XML toolchain).

Experience note-taking with a simple wiki.

Articles on wiki philosophy and usage patterns.

Pool is born over TWiki: technical notes, team wiki.

Pool stays dormant as team tool for 1.5 years.

Run by Docteam on surplus and obsolete hardware.

Why TWiki?

Focus on intranet.

Text files instead of database back-end (Unix philosophy).

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5©1993-2011 Altitude Software - All Rights Reserved

Phase 2 — 2004 — Technet

Opportunity (Email is not enough):

Email with meta-information (I’ll send you these files privately).

Actual information lost (both persons left Company).

VP Professional Services looking for Web forum (such as phpBB).

Argued “wiki is better”.

Technet is born:

Hacked TWiki comment plug-in to resemble a forum.

Moved Pool content along.

Added an HTTP server for product documents.

Added linking to specialized systems (bug tracking, other).

Page 6: The Birth of a Company-Wide Wiki

The Technet experience in 2004

6©1993-2011 Altitude Software - All Rights Reserved

Page 7: The Birth of a Company-Wide Wiki

The Technet experience, redux

Wiki areas:

Forum — based on the comment plug-in.

Notes — Technical notes that originated the first wiki.

Docteam — Manage the documentation team.

Informal — Encourage individual experimentation.

Easy document publishing:

Product documentation in a plain HTTP server.

File sharing to publish files.

Wiki features:

File attachments to wiki pages.

Wiki shortcuts to specialized internal systems like bug-tracking.

Daily email announcements of wiki pages changed.

Authentication system integrated with the existing password system.

7©1993-2011 Altitude Software - All Rights Reserved

Page 8: The Birth of a Company-Wide Wiki

8©1993-2011 Altitude Software - All Rights Reserved

Phase 3 — 2004 — Dissemination

Seminars and webinars to disseminate:

Teams asking for team areas, sometimes private.

Surprised at instant buy-in!

Not all teams though…

Champions in Executive team (meeting minutes as killer application):

VP Professional Services.

VP R&D.

VP Marketing.

Aftermath:

Most technical information is on Technet.

Used by GPS people, R&D, QA, Docteam, executive team.

Page 9: The Birth of a Company-Wide Wiki

9©1993-2011 Altitude Software - All Rights Reserved

Phase 4 — Mid 2004 — InfoSpaces

Internal 2002 study shows need for unified distribution of information:

Interviews with department heads and main information producers.

Matrix of who produces and who consumes what information.

Producers and consumers meet at “InfoSpaces”:

Collaborative (wiki).

Few to many (shares or wiki for structure).

Specialized (bug tracking and similar).

Propose set of “InfoSpaces”:

Unified logins (for each kind of user).

Area editors (wiki gardeners or content curators).

Wiki aggregates information (process, meta-information, links).

Page 10: The Birth of a Company-Wide Wiki

InfoSpaces and distribution mid-2004

10©1993-2011 Altitude Software - All Rights Reserved

Page 11: The Birth of a Company-Wide Wiki

11©1993-2011 Altitude Software - All Rights Reserved

Phase 5 — End 2004 — IT takes over

Company IT provides:

Hosting

Administration

Backups

User administration.

Aftermath:

No longer a side project, now fully embraced by Company.

New employees automatically set up.

Letting go of control critical to gain wider acceptance.

Experiences with deep TWiki integrations are lost. (!)

Lost part of R&D (want closer control).

Page 12: The Birth of a Company-Wide Wiki

12©1993-2011 Altitude Software - All Rights Reserved

Phase 6 — 2005 — Marketing takes over

Marketing leads, involves graphical design:

Graphical home page.

Revamped navigation scheme.

Altinet is born through Marketing diplomacy:

Marketing

Customer assistance

Product planning

Training

Customer projects

HR, IT, ...

Two extra wikies for R&D (control), Executive team (security).

Page 13: The Birth of a Company-Wide Wiki

Altinet homepage in 2010

13©1993-2011 Altitude Software - All Rights Reserved

Page 14: The Birth of a Company-Wide Wiki

14©1993-2011 Altitude Software - All Rights Reserved

2010 — Aftermath

Aftermath:

Most company information on Altinet.

Not all proposed InfoSpaces appeared immediately.

Most InfoSpaces appeared in due time.

Current system alienates R&D people, but brings sales people in.

Gartner took due notice.

It was a success beyond anyone’s wildest dreams!

Page 15: The Birth of a Company-Wide Wiki

15©1993-2011 Altitude Software - All Rights Reserved

Guidelines for the next travelers

It was a long trip, full of surprises!

Thanks!

[email protected]

@pxquim

Know wiki philosophy

Explainhow to,

or why not

Design content and interaction

Explainwhat

might be

Have champions

Involve users, reinforce

collaboration

Let go of control

Let others embrace

and extend