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Jesus	
  Hoyos	
  


South	
  Florida	
  PMI	
  Dinner	
  Event	
  (December	
  8,	
  2011):	
  
The impact of collaboration tools
and managing projects
ABOUT	
  JESUS	
  HOYOS	
  
                                                         	
  
               	
  	
  	
  	
  	
  	
  	
                INDEPENDENT	
  ANALYST	
  
Everything	
  
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
     INFLUENCER	
  
             CRM	
                                       SPEAKER	
  
                                                         CONSULTANT	
  
                                                         GOOGLE	
  ME:	
  JESUS	
  HOYOS,	
  CRM	
  


                                                                                  hOp://about.me/jesushoyos	
  	
   	
  	
  	
  	
  	
  	
  
Agenda	
  




     1 2 3
  Trends	
  
    	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
                         Tools	
  
                                                                                	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
     Ideas	
  
                                                                                                                                        	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  




                                                           The	
  Impact	
  of	
  Collabora=on	
  Tools	
  in	
  Managing	
  Projects	
   	
  	
  	
  	
  	
  	
  
Agenda	
  




     1
  Trends	
  
    	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  




                                                           The	
  Impact	
  of	
  Collabora=on	
  Tools	
  in	
  Managing	
  Projects	
   	
  	
  	
  	
  	
  	
  
Google	
  Searches	
  
about	
  
Collabora=on	
  

CollaboraUon	
  and	
  Project	
  Management:	
  
About	
  125	
  million	
  results	
  
	
  
Social	
  Business:	
  About	
  3,100,000,000	
  
results	
  
	
  
Social	
  CRM:	
  58,000,000	
  results	
  	
  
	
  
	
  
	
  
The	
  Cloud	
  

                                       • Processes	
  
                                       • Agile	
  
                     Social	
  
                    Business	
         • InnovaUon	
  
                                       • People	
  
                                       • Culture	
  



                                             • Yammer	
  
                          CollaboraUon	
  
                              Tools	
        • SocialText	
  
                                             • Mobile	
  



                                       • Ideas	
  
                                       • Crowdsourcing	
  
                   Social	
  CRM	
  
                                       • CommuniUes	
  
                                       • Social	
  Media	
  
124,000	
  ac=ve	
  conversa=ons	
  –	
  last	
  30	
  days	
  
Key	
  Trends	
  

The	
  Gartner	
  2011	
  CIO	
  Survey	
  reveals	
  that	
                  The	
  2011	
  IBM	
  Global	
  CIO	
  study	
  results	
  
almost	
  half	
  of	
  all	
  CIOs	
  expect	
  to	
  operate	
  their	
     uncover	
  that	
  both	
  CEOs	
  and	
  CIOs	
  focuses	
  
applicaUons	
  and	
  infrastructures	
  via	
  cloud	
                       over	
  the	
  next	
  5	
  years	
  are	
  in	
  Insight	
  and	
  
technologies	
  within	
  the	
  next	
  five	
  years	
                       Intelligence,	
  Client	
  in=macy,	
  people	
  
	
                                                                            skills,	
  Risk	
  Management,	
  Enterprise	
  
ArUcle	
  Source:	
  hOp://EzineArUcles.com/                                  model	
  changes,	
  Industry	
  model	
  changes	
  
6642962	
                                                                     and	
  Revenue	
  model	
  changes.	
  
                                                                              	
  
                                                                              ArUcle	
  Source:	
  hOp://EzineArUcles.com/
A	
  survey	
  by	
  IT	
  staffing	
  company,	
  Robert	
  Half	
             6642962	
  
Technology	
  of	
  1400	
  CIOs	
  across	
  the	
  United	
  
States	
  found	
  that	
  more	
  than	
  half	
  are	
  
                                                                              The	
  CIO	
  Tech	
  Poll	
  in	
  July	
  2011	
  shows	
  that	
  
predic=ng	
  that	
  real-­‐=me	
  collabora=on	
  
                                                                              Top	
  areas	
  for	
  investments	
  include	
  cloud	
  
technologies	
  such	
  as	
  Jive	
  and	
  SharePoint	
  will	
  
                                                                              compu=ng	
  services	
  (62%),	
  BI	
  &	
  analy=cs	
  
surpass	
  email	
  as	
  the	
  chief	
  form	
  of	
  internal	
  
                                                                              (57%),	
  hardware	
  infrastructure:	
  tablets	
  
communica=ons	
  in	
  the	
  next	
  5	
  years.	
  
                                                                              (55%)	
  and	
  mobile/wireless	
  (54%).	
  	
  
	
                                                                            	
  
ArUcle	
  Source:	
  hOp://EzineArUcles.com/
                                                                              ArUcle	
  Source:	
  hOp://EzineArUcles.com/
6642962	
  
                                                                              6642962	
  
Key	
  Areas	
  

•  Community	
  Placorms	
  
      –  Internal	
  and	
  External	
  CommuniUes	
  
•  Internal	
  CollaboraUon	
  to	
  manage	
  customers	
  
      –  B2B	
  
      –  B2C	
  
•    Big	
  Data	
  
•    Knowledge	
  Management	
  
•    Workflow	
  and	
  BPM	
  
•    Web	
  and	
  Mobile	
  Apps	
  
•    Consumers	
  Apps	
  in	
  the	
  Enterprise	
  
•    Video	
  /	
  FaceUme	
  
Are	
  we	
  collaboraUng	
  in	
  the	
  enterprise?	
  

•  Create	
  a	
  private	
  Google	
  site	
  or	
  Facebook	
  group?	
  
•  Open	
  a	
  Yammer	
  account	
  unUl	
  we	
  get	
  access	
  to	
  
   Sharepoint?	
  
•  BCC	
  the	
  VP	
  of	
  Customer	
  Service	
  
•  Don’t	
  discuss	
  the	
  project	
  failures	
  in	
  the	
  next	
  meeUng	
  
•  Waterfall	
  vs	
  Agile/Scrum	
  
•  Are	
  we	
  ready	
  to	
  be	
  agile	
  and	
  innovate?	
  
•  Are	
  we	
  geing	
  ideas	
  from	
  consumers?	
  
•  The	
  CEO	
  only	
  has	
  15	
  minutes	
  to	
  listen	
  to	
  us?	
  
•  Where	
  is	
  that	
  updated	
  project	
  plan?	
  
VocalPoint…	
  
Dell…	
  
Project	
  Management	
  Opportunity	
  


                           Agile	
  /	
  Scrum	
  




                           CollaboraUon	
             Social	
  
               BPM	
        and	
  Ideas	
           Business	
  




                            Knowledge	
  
                           Management	
  
Project	
  Management	
  Dilemma	
  

                                 •  Can	
  we	
  be	
  agile?	
  
       Agile	
  /	
  Scrum	
  




                                 •  Can	
  we	
  innovate?	
  

       CollaboraUon	
  
        and	
  Ideas	
           •  Can	
  we	
  be	
  open?	
  

                                 •  Can	
  we	
  learn	
  from	
  failure?	
  
        Waterfall	
  
       Methdology	
  

                                 •  Always	
  on	
  “beta”	
  
Agenda	
  




     1 2
  Trends	
  
    	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
                         Tools	
  
                                                                                	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  




                                                           The	
  Impact	
  of	
  Collabora=on	
  Tools	
  in	
  Managing	
  Projects	
   	
  	
  	
  	
  	
  	
  
CollaboraUon	
  Tools	
  

•     Yammer	
                   •    Google	
  Apps	
  
•     ChaOer	
                   •    Tibbr	
  
•     SocialText	
               •    Jive	
  
•     PBWorks	
                  •    Lithium	
  
•     Basecamp	
                 •    FuzeDigital	
  
•     GetSaUsfacUon	
            •    Sharepoint	
  
•     LiguidPlanner	
            •    LotusNotes	
  
•     Agile/Scrum	
  Tools	
     •    SAP	
  StreamWorks	
  
•     SocialCast	
               •    Oracle	
  WebCenter	
  
•     QonText	
                  •    Manymoon	
  
Key	
  Components	
  
                        1.  Content	
  is	
  Social,	
  and	
  status	
  Updates	
  
                        2.  Enterprise	
  IntegraUon	
  to	
  CRM,	
  ERP,	
  
                            Financials,	
  etc.	
  
                        3.  Mobile	
  and	
  Cloud	
  
                        4.  Internal	
  and	
  External	
  CollaboraUon	
  
                        5.  Real	
  Ume	
  feeds	
  
                        6.  AnalyUcs	
  
                        7.  Document	
  Management	
  
                        8.  Email	
  IntegraUon	
  
                        9.  Tasks	
  and	
  Project	
  Management	
  
                        10. Ideas	
  
                        11. ReputaUon	
  Management	
  
                        12. GameficaUon	
  
                        13. Events	
  
                        14. Knowledge	
  Management	
  
                        15. Video	
  /	
  Chat	
  /	
  VoIP	
  
                        16. Social	
  Media	
  IntegraUon	
  
                        17. Many	
  more	
  ….	
  

                        	
  
                        	
  
Benefits	
  	
  


•  StaUc	
  project	
  management	
  tool	
  vs.	
  real-­‐Ume	
  
   collaboraUon	
  
•  Time	
  to	
  market	
  
•  Crowdsourcing	
  
•  Reduce	
  cost	
  in	
  informaUon	
  finding	
  
•  Talent	
  retenUon	
  and	
  producUvity	
  
•  Manage	
  risks	
  faster	
  
•  Agile	
  
•  InnovaUon	
  
•  ROI?	
  
Agenda	
  




     1 2 3
  Trends	
  
    	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
                         Tools	
  
                                                                                	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
     Ideas	
  
                                                                                                                                        	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  




                                                           The	
  Impact	
  of	
  Collabora=on	
  Tools	
  in	
  Managing	
  Projects	
   	
  	
  	
  	
  	
  	
  
Ideas	
  to	
  Collaborate	
  


•  It	
  is	
  about	
  change	
  management	
  

•  It	
  is	
  about	
  learning	
  from	
  failures	
  

•  Goldfish	
  effect	
  

•  It	
  is	
  about	
  metrics	
  
Six	
  Steps	
  to	
  start	
  CollaboraUng	
  


1.    EducaUon	
  and	
  Training	
  
2.    Assess	
  Company	
  Culture	
  
3.    Learn	
  what	
  failed	
  (history	
  of	
  projects)	
  
4.    Set	
  objecUves,	
  goals	
  and	
  metrics	
  
5.    Make	
  an	
  acUon	
  plan	
  
6.    Start	
  a	
  pilot	
  project	
  
Step	
  1:	
  EducaUon	
  and	
  Training	
  


•  Industry	
  research	
  in	
  your	
  industry	
  or	
  field	
  
•  Learn	
  about	
  Agile/Scrum	
  
•  Create	
  a	
  wiki	
  or	
  a	
  Google	
  Docs	
  to	
  share	
  
   content	
  
•  Bookmark	
  content	
  with	
  Diigo	
  
•  Avoid	
  using	
  internal	
  email	
  to	
  share	
  
   informaUon	
  
•  Use	
  the	
  free	
  trials	
  from	
  the	
  collaboraUon	
  tools	
  
Step	
  2:	
  Assess	
  Company	
  Culture	
  

•    PersonaliUes	
  –	
  advocate	
  vs.	
  detractors	
  
•    Are	
  we	
  digital	
  yet?	
  
•    Capable	
  to	
  collaborate	
  
•    Internal	
  needs	
  and	
  requirements	
  
•    Are	
  we	
  PMI	
  CerUfied?	
  
•    Can	
  we	
  innovate?	
  
•    Share	
  case	
  studies	
  in	
  your	
  industry	
  
•    Can	
  HR	
  help	
  with	
  change	
  management?	
  
•    Can	
  we	
  avoid	
  the	
  Neclix	
  effect?	
  
Step	
  3:	
  Learn	
  what	
  failed	
  (history	
  of	
  projects)	
  

•  Past	
  success	
  stories	
  
•  Past	
  failures	
  
•  Document	
  what	
  happened	
  
•  Learn	
  from	
  lessons	
  
•  Setup	
  new	
  metrics	
  to	
  learn	
  
•  Be	
  ready	
  to	
  fail	
  again	
  but	
  be	
  sure	
  to	
  improve	
  
   fast	
  
•  Be	
  agile	
  
Step	
  4:	
  Set	
  objecUves,	
  goals	
  and	
  metrics	
  


•  Based	
  on	
  the	
  first	
  3	
  steps	
  setup	
  goals,	
  
   objecUves	
  and	
  metrics	
  
•  Gather	
  a	
  list	
  of	
  requirements	
  and	
  process	
  to	
  
   start	
  collaboraUng	
  and	
  innovaUng	
  
•  Link	
  requirements	
  to	
  real	
  company	
  problems	
  
   and	
  soluUons	
  
Step	
  5:	
  Set	
  up	
  an	
  acUon	
  plan	
  


•  Project	
  Charter	
  –	
  use	
  a	
  collaboraUon	
  tool	
  for	
  
   this	
  
•  Look	
  for	
  execuUve	
  buy	
  in	
  
•  Look	
  for	
  staff	
  buy	
  in	
  
•  It	
  is	
  not	
  just	
  that	
  they	
  accept	
  the	
  project	
  but	
  
   they	
  are	
  part	
  of	
  it	
  –	
  there	
  needs	
  to	
  be	
  
   commitment	
  
Step	
  5:	
  Start	
  a	
  pilot	
  program	
  


•      In	
  Phases	
  
•      Use	
  CollaboraUon	
  tools	
  
•      Measure	
  results	
  everyday	
  
•      Be	
  ready	
  to	
  fail	
  
•      Always	
  on	
  “beta”	
  
•      Be	
  ready	
  for	
  change	
  
•      Be	
  agile	
  
	
  
Summary	
  




     1 2 3
  Trends	
  
    	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
                         Tools	
  
                                                                                	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
     Ideas	
  
                                                                                                                                        	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  




                                                           The	
  Impact	
  of	
  Collabora=on	
  Tools	
  in	
  Managing	
  Projects	
   	
  	
  	
  	
  	
  	
  
THANK	
  YOU!	
  
                                                       	
  
             	
  	
  	
  	
  	
  	
  	
                WWW.JESUSHOYOS.COM	
  	
  
Q&A	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
     JESUS.HOYOS@SOLVISCONSULTING.COM	
  	
  
                                                       WWW.SOLVISCONSULTING.COM	
  	
  
                                                       TWITTER:	
  @JESUS_HOYOS	
  
                                                       	
  


                                                                            hOp://about.me/jesushoyos	
  	
   	
  	
  	
  	
  	
  	
  

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Collaboration Tools and the Impact on Project Management

  • 1. Jesus  Hoyos   South  Florida  PMI  Dinner  Event  (December  8,  2011):   The impact of collaboration tools and managing projects
  • 2. ABOUT  JESUS  HOYOS                   INDEPENDENT  ANALYST   Everything                             INFLUENCER   CRM   SPEAKER   CONSULTANT   GOOGLE  ME:  JESUS  HOYOS,  CRM   hOp://about.me/jesushoyos                
  • 3. Agenda   1 2 3 Trends                             Tools                             Ideas                             The  Impact  of  Collabora=on  Tools  in  Managing  Projects              
  • 4. Agenda   1 Trends                             The  Impact  of  Collabora=on  Tools  in  Managing  Projects              
  • 5. Google  Searches   about   Collabora=on   CollaboraUon  and  Project  Management:   About  125  million  results     Social  Business:  About  3,100,000,000   results     Social  CRM:  58,000,000  results          
  • 6. The  Cloud   • Processes   • Agile   Social   Business   • InnovaUon   • People   • Culture   • Yammer   CollaboraUon   Tools   • SocialText   • Mobile   • Ideas   • Crowdsourcing   Social  CRM   • CommuniUes   • Social  Media  
  • 7. 124,000  ac=ve  conversa=ons  –  last  30  days  
  • 8. Key  Trends   The  Gartner  2011  CIO  Survey  reveals  that   The  2011  IBM  Global  CIO  study  results   almost  half  of  all  CIOs  expect  to  operate  their   uncover  that  both  CEOs  and  CIOs  focuses   applicaUons  and  infrastructures  via  cloud   over  the  next  5  years  are  in  Insight  and   technologies  within  the  next  five  years   Intelligence,  Client  in=macy,  people     skills,  Risk  Management,  Enterprise   ArUcle  Source:  hOp://EzineArUcles.com/ model  changes,  Industry  model  changes   6642962   and  Revenue  model  changes.     ArUcle  Source:  hOp://EzineArUcles.com/ A  survey  by  IT  staffing  company,  Robert  Half   6642962   Technology  of  1400  CIOs  across  the  United   States  found  that  more  than  half  are   The  CIO  Tech  Poll  in  July  2011  shows  that   predic=ng  that  real-­‐=me  collabora=on   Top  areas  for  investments  include  cloud   technologies  such  as  Jive  and  SharePoint  will   compu=ng  services  (62%),  BI  &  analy=cs   surpass  email  as  the  chief  form  of  internal   (57%),  hardware  infrastructure:  tablets   communica=ons  in  the  next  5  years.   (55%)  and  mobile/wireless  (54%).         ArUcle  Source:  hOp://EzineArUcles.com/ ArUcle  Source:  hOp://EzineArUcles.com/ 6642962   6642962  
  • 9. Key  Areas   •  Community  Placorms   –  Internal  and  External  CommuniUes   •  Internal  CollaboraUon  to  manage  customers   –  B2B   –  B2C   •  Big  Data   •  Knowledge  Management   •  Workflow  and  BPM   •  Web  and  Mobile  Apps   •  Consumers  Apps  in  the  Enterprise   •  Video  /  FaceUme  
  • 10. Are  we  collaboraUng  in  the  enterprise?   •  Create  a  private  Google  site  or  Facebook  group?   •  Open  a  Yammer  account  unUl  we  get  access  to   Sharepoint?   •  BCC  the  VP  of  Customer  Service   •  Don’t  discuss  the  project  failures  in  the  next  meeUng   •  Waterfall  vs  Agile/Scrum   •  Are  we  ready  to  be  agile  and  innovate?   •  Are  we  geing  ideas  from  consumers?   •  The  CEO  only  has  15  minutes  to  listen  to  us?   •  Where  is  that  updated  project  plan?  
  • 13. Project  Management  Opportunity   Agile  /  Scrum   CollaboraUon   Social   BPM   and  Ideas   Business   Knowledge   Management  
  • 14. Project  Management  Dilemma   •  Can  we  be  agile?   Agile  /  Scrum   •  Can  we  innovate?   CollaboraUon   and  Ideas   •  Can  we  be  open?   •  Can  we  learn  from  failure?   Waterfall   Methdology   •  Always  on  “beta”  
  • 15. Agenda   1 2 Trends                             Tools                             The  Impact  of  Collabora=on  Tools  in  Managing  Projects              
  • 16. CollaboraUon  Tools   •  Yammer   •  Google  Apps   •  ChaOer   •  Tibbr   •  SocialText   •  Jive   •  PBWorks   •  Lithium   •  Basecamp   •  FuzeDigital   •  GetSaUsfacUon   •  Sharepoint   •  LiguidPlanner   •  LotusNotes   •  Agile/Scrum  Tools   •  SAP  StreamWorks   •  SocialCast   •  Oracle  WebCenter   •  QonText   •  Manymoon  
  • 17. Key  Components   1.  Content  is  Social,  and  status  Updates   2.  Enterprise  IntegraUon  to  CRM,  ERP,   Financials,  etc.   3.  Mobile  and  Cloud   4.  Internal  and  External  CollaboraUon   5.  Real  Ume  feeds   6.  AnalyUcs   7.  Document  Management   8.  Email  IntegraUon   9.  Tasks  and  Project  Management   10. Ideas   11. ReputaUon  Management   12. GameficaUon   13. Events   14. Knowledge  Management   15. Video  /  Chat  /  VoIP   16. Social  Media  IntegraUon   17. Many  more  ….      
  • 18. Benefits     •  StaUc  project  management  tool  vs.  real-­‐Ume   collaboraUon   •  Time  to  market   •  Crowdsourcing   •  Reduce  cost  in  informaUon  finding   •  Talent  retenUon  and  producUvity   •  Manage  risks  faster   •  Agile   •  InnovaUon   •  ROI?  
  • 19. Agenda   1 2 3 Trends                             Tools                             Ideas                             The  Impact  of  Collabora=on  Tools  in  Managing  Projects              
  • 20. Ideas  to  Collaborate   •  It  is  about  change  management   •  It  is  about  learning  from  failures   •  Goldfish  effect   •  It  is  about  metrics  
  • 21. Six  Steps  to  start  CollaboraUng   1.  EducaUon  and  Training   2.  Assess  Company  Culture   3.  Learn  what  failed  (history  of  projects)   4.  Set  objecUves,  goals  and  metrics   5.  Make  an  acUon  plan   6.  Start  a  pilot  project  
  • 22. Step  1:  EducaUon  and  Training   •  Industry  research  in  your  industry  or  field   •  Learn  about  Agile/Scrum   •  Create  a  wiki  or  a  Google  Docs  to  share   content   •  Bookmark  content  with  Diigo   •  Avoid  using  internal  email  to  share   informaUon   •  Use  the  free  trials  from  the  collaboraUon  tools  
  • 23. Step  2:  Assess  Company  Culture   •  PersonaliUes  –  advocate  vs.  detractors   •  Are  we  digital  yet?   •  Capable  to  collaborate   •  Internal  needs  and  requirements   •  Are  we  PMI  CerUfied?   •  Can  we  innovate?   •  Share  case  studies  in  your  industry   •  Can  HR  help  with  change  management?   •  Can  we  avoid  the  Neclix  effect?  
  • 24. Step  3:  Learn  what  failed  (history  of  projects)   •  Past  success  stories   •  Past  failures   •  Document  what  happened   •  Learn  from  lessons   •  Setup  new  metrics  to  learn   •  Be  ready  to  fail  again  but  be  sure  to  improve   fast   •  Be  agile  
  • 25. Step  4:  Set  objecUves,  goals  and  metrics   •  Based  on  the  first  3  steps  setup  goals,   objecUves  and  metrics   •  Gather  a  list  of  requirements  and  process  to   start  collaboraUng  and  innovaUng   •  Link  requirements  to  real  company  problems   and  soluUons  
  • 26. Step  5:  Set  up  an  acUon  plan   •  Project  Charter  –  use  a  collaboraUon  tool  for   this   •  Look  for  execuUve  buy  in   •  Look  for  staff  buy  in   •  It  is  not  just  that  they  accept  the  project  but   they  are  part  of  it  –  there  needs  to  be   commitment  
  • 27. Step  5:  Start  a  pilot  program   •  In  Phases   •  Use  CollaboraUon  tools   •  Measure  results  everyday   •  Be  ready  to  fail   •  Always  on  “beta”   •  Be  ready  for  change   •  Be  agile    
  • 28. Summary   1 2 3 Trends                             Tools                             Ideas                             The  Impact  of  Collabora=on  Tools  in  Managing  Projects              
  • 29. THANK  YOU!                   WWW.JESUSHOYOS.COM     Q&A                             JESUS.HOYOS@SOLVISCONSULTING.COM     WWW.SOLVISCONSULTING.COM     TWITTER:  @JESUS_HOYOS     hOp://about.me/jesushoyos