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
10
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
Sites
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!
Sin
gle
Sig
n O
n
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
t
Yammer
Lync
Check Out The New Video Experience
#BASPUG @RHarbridge25
Wikis, Blogs and Discussions Demonstration
#BASPUG @RHarbridge
#BASPUG @RHarbridge
#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
#BASPUG @RHarbridge
#BASPUG @RHarbridge
#BASPUG @RHarbridge
#BASPUG @RHarbridge34
Personal Sites, Profiles, and Newsfeed
Demonstration
#BASPUG @RHarbridge
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
#BASPUG @RHarbridge
Tip: SharePoint Magnifies Issues
Active Directory Not Up To Date?
#BASPUG @RHarbridge
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?
#BASPUG @RHarbridge50
Tags, Notes and Ratings
Demonstration
#BASPUG @RHarbridge
#BASPUG @RHarbridge
#BASPUG @RHarbridge
Rating vs Liking
See Who Else Liked Something
#BASPUG @RHarbridge56
People SearchDemonstration
#BASPUG @RHarbridge
Search For People
58
Refine your search based on
keywords
Discover experts based on their
interests or past projects
#BASPUG @RHarbridge60
CommunitiesDemonstration
#BASPUG @RHarbridge
Communities in 2013
All discussions roll-up
Members and reputations
Easy onboarding process
#BASPUG @RHarbridge
Title
Posts and replies
Description
Navigation
Community Categories
#BASPUG @RHarbridge
Community Postings
Rich Text Posts
Feature Posts
#BASPUG @RHarbridge
Community Conversations
Mark As The Best Reply
#BASPUG @RHarbridge
Community Owner Tools
Security Trimmed
Immediate Feedback
#BASPUG @RHarbridge
Reputation & Badges
Configurable Reward Levels
#BASPUG @RHarbridge
Reputation & BadgesGifted Badge
Support
Progress Information
#BASPUG @RHarbridge
Find What You’re Looking For
68
Discover answers and take action
Search based on conversations
#BASPUG @RHarbridge69
Bonus! Implementing An Effective SharePoint Social Strategy
#BASPUG @RHarbridge
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
Eight Considerations When Implementing SharePoint Social Capabilities
#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
Eight Considerations When Implementing SharePoint Social Capabilities
#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
Eight Considerations When Implementing SharePoint Social Capabilities
#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?
Eight Considerations When Implementing SharePoint Social Capabilities
#BASPUG @RHarbridge
No Anonymity In The Enterprise?
Eight Considerations When Implementing SharePoint Social Capabilities
#BASPUG @RHarbridge
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.
#BASPUG @RHarbridge
Discipline and Processes
Eight Considerations When Implementing SharePoint Social Capabilities
#BASPUG @RHarbridge
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
Understand Your Maturity
#BASPUG @RHarbridge
Understand Your Maturity
http://www.sharepointmaturity.com/home.aspx
Work SocialCustomer Engagement Maturity Model
Customer Engagement Maturity Model
MATURITY
BU
SN
ESS
VA
LU
E / B
EN
EFIT
High
LowBASIC FOUNDATIONAL OPTIMIZE TRANSFORM
Technology
Process
People
Employee
Customer
En
gagem
e nt
Levers
People
Limited awarenessProcess
Limited ObjectivesTechnology
Comfortable with status quo – email, phone, etc.
Customer Engagement Maturity Model
MATURITY
BU
SN
ESS
VA
LU
E / B
EN
EFIT
High
LowBASIC FOUNDATIONAL OPTIMIZE TRANSFORM
Technology
Process
People
Employee
Customer
En
gagem
e nt
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.
Customer Engagement Maturity Model
MATURITY
BU
SN
ESS
VA
LU
E / B
EN
EFIT
High
LowBASIC FOUNDATIONAL OPTIMIZE TRANSFORM
Technology
Process
People
Employee
Customer
En
gagem
e nt
Levers
People
Siloed efforts transform to open exchanges.
Process
Collaboration partially integrated into business processes
Technology
Integrated across LOB apps.
Customer Engagement Maturity Model
MATURITY
BU
SN
ESS
VA
LU
E / B
EN
EFIT
High
LowBASIC FOUNDATIONAL OPTIMIZE TRANSFORM
Technology
Process
People
Employee
Customer
En
gagem
e nt
Levers
People
Customer obsessed culture
Process
Rapid responses to requests and inquiries
Technology
Cohesive, engaging user experiences
Customer Engagement Maturity Model
MATURITY
BU
SN
ESS
VA
LU
E / B
EN
EFIT
High
LowBASIC FOUNDATIONAL OPTIMIZE TRANSFORM
Technology
Process
People
Employee
Customer
En
gagem
e nt
Levers
#BASPUG @RHarbridge90
Thank YouOrganizers, Sponsors and You for Making this Possible.
Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: [email protected] 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