Implementing Collaboration And Social Computing Into The Enterprise Microsoft
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The document discusses how Initiate Systems, Inc. utilizes collaboration and social computing within enterprises to solve data management challenges. It highlights the company's role in providing master data management solutions that enhance decision-making, compliance, and operational efficiency for various sectors. Key takeaways emphasize the importance of employee contributions, streamlined information governance, and gradual implementation of additional functionalities in their internal systems.
Implementing Collaboration And Social Computing Into The Enterprise Microsoft
- 1. Implement collaboration and social computing into the EnterpriseHow we embraced collaborationScott CarruthVice PresidentInformation SystemsGina SandonVice PresidentMarketing
- 2. TopicsAbout InitiateThe Business OpportunityThe Unique Challenges we facedThe SolutionExpected ResultsWhere do we go from hereKey Takeaways
- 3. Initiate Systems, Inc.We enable organizations to strategically leverage and share critical data assets“Initiate Systems…the most productive live customers.”Leading pure-play CDI/MDM vendorEstablished 1995Cited as “leader” by ForresterCited as “visionary” by Gartner 200+ customers across 10 market segmentsPrivate and Public Healthcare,Healthcare ExchangesFinance, Retail, Hospitality, High Tech,ManufacturingState and Local Government, Intelligence,Law Enforcement Offices in U.S., Canada, EMEA, Asia-Pacific“Initiate…delivers fast timeto value and a relatively lowservice-to-software cost ratio”
- 4. Organizations Deploy Initiate MDM Solutions to:Improve Strategic Decision Making & Business AgilityUse single trusted views to improve the effectivenessof strategic decision makingImprove Customer ServiceUnderstand the breadth/depth of customer relationships and make this immediately available to the people, processes and systems that rely on itAchieve ComplianceUse single trusted views to improve regulatory compliance processesthat depend on accurate representations of data to function properlyManage RiskComply with consumers’ privacy preferences and regulatory requirementsLower Operational CostsImprove operating efficiencies and reduce costs through consolidateddata, enabling better business decision making and optimizedbusiness processesEnhance Revenue & ProfitProvide single trusted views to the people, processes & applications that most affect revenue, profit and customer loyaltyInitiate Provides an Elegant Solutionto a Complex ProblemProprietary sophisticated technology matches and links records across heterogeneous data sources in real timeFrom this ‘360° view’, Initiate delivers appropriate ‘golden’ record to the right applications in real timeBy maintaining linkages and golden record we assure data remain accurate and actionable on an ongoing basisWe provide tools to search, reconcile, analyze, intuitively view, and automatically manage the dataINFORMATIONFirst:BillLast:ConroyAddress:35 West 15th StreetCity:ToledoState/Zip:OH / 12345Gender:MAge:301/1/65DOB:INFORMATIONName:B. Conroy35 West 15th StreetAddress:Toledo, OH 12345Address 2:INFORMATIONName:Bill Conroy35 W. 15th StreetAddress:Toledo, OH 12345Address 2:INFORMATIONName:William Conroy35 West 15th St.Address:Toledo, OH 12345Address 2:MASTER DATA SERVICE©PROFESSIONALSERVICESDATA QUALITYSalesCustomerSupportE.R.Initiate provides a cost-effective, rapidly deployable solutionto complex customer data management challenges
- 5. We are at Work When You…… Purchase PC & Software… Pick Up Your Prescription… Apply for a Loan… Earn points, loyalty program… Identify Risks… File Insurance Claims… Register a Patient
- 6. Established & Proven with Blue-Chip OrganizationsHealthcareGovernmentCOMMERCIALHEALTHCAREPUBLIC SECTORPARTNERS
- 8. Existing Content Site – That isn’t a real CMS
- 9. Our Challenges (and most likely yours as well)Trying to get everyone on the same pageTrying to educate everyone on content and information managementDifferent departments had for so long been responsible for their own needs; trying to change this has been a challenge; we still have some silos to take downUnstructured knowledge (wikis) are the thing – easy to use, hard to filter, hard to track changeDocuments were plentiful, “Which version do you have?” and “Where did you find that presentation?”Individuals and departments would not be receptive to changeIndividuals would resist
- 12. 13Initiate Systems – RoadmapRoadmapMOSS WebsiteEnable Web analytics within SharePointLead ManagementWeb HostingModificationsRSS FeedsMOSS AuditSearch Engine OptimizationMOSS Intranet/PortalProspect PortalInsight Intranet to MOSS (Intranet Foundation)Project PortalCustomer Knowledge Center PortalPartner portalTrade Show PortalEnable Document ManagementExchange AssessmentExternal User accessProspect-to-customer hand-offActive Directory & ExchangeManagementCompetitive intelligence blog for salesContent & Information ArchitectureVideo Sharing & PodcastsIdentity Management / single sign onSAVO/MOSS/SFDC/QuickAarow/LMS Information StrategyDefine Company-wide Information ArchitectureHow do I do my jobcontentCompetitive intelligence blogCreate sales enablement repositoryQuickArrow reports w/o heavy liftingInternal CommunicationsCompany-wide CalendarCorporate Event ManagementCustomer wins templateEmployee newsletter (in MOSS)Combined Communication PlanNotifications that something is downOnline Facebook / My SitesExternal CommunicationsCustomer Advisory Board ForumMultiple user controlled opt/out preferences. Eloqua Email Blast Best PracticesIT CommunityCollaborationPackage PickupControlled forums for community customer feedbackExternal blogging to promote thought leadershipWorkflowServices Methodology WorkflowDeal Approval WorkflowContent WorkflowPHASE 1PHASE 2PHASE 3
- 13. The Solution
- 14. Requirements, Specifications and Scrum MethodologyRequirements ElicitationInformation ArchitectureGovernance Model Stakeholder InterviewsFunctional SpecificationsProduct BacklogDefined Sprints
- 15. Wireframe
- 16. A new beginning…
- 17. Branding and ConsistencyConsistent branding throughout the siteConsistent and personalized left hand navigation Consistent links on every page
- 19. Home Page
- 23. Product/Releases
- 24. Team Sites (Ad Hoc Projects)
- 25. Functional Areas
- 26. Communities
- 27. Expected Results
- 28. Expected ResultsImprove collaboration amongst individuals and teams by providing Web 2.0 functionalityIdeasSocial networking, communitiesWikis, blogs, statusImprove the capturing of tribal knowledge and experience Individuals would contribute if there was an avenue to do so Individuals would contribute if their ideas were actually seen and voted on by their peersProvide a place where all project and team content is capturedImprove our ability to find information
- 29. What’s Next for Initiate
- 30. What’s NextWe have a few more phases to complete on our internal sitePhase 2 will add additional web parts and functionality for Products and Development, Customers and Projects, etc.Phase 3, will add additional functionality, including a dashboard rollup that is tied to our key initiativesCustomer and Partner PortalWe will create a my.initiate.com site for customers and implementation partners to engage, this will be tied in with our Customer/Projects site collectionWe will create a partner.initiate.com portal that marries Salesforce.com and SharePoint Content
- 31. Key Takeaways
- 32. Key TakeawaysRemember, in this day and age, its about the employee and their contributions, not the companyContinue to push information to keep staff informed; but allow the employee to control how information is received, control the spamAllow folks to contribute to the stream of knowledgeGovern your content and your data; once you allow content to enter without meta data; you have lost controlKeep it Simple! Don’t over engineer it!
- 33. Q & A“Initiate Systems was the best CDI solution that could providethe B2B hierarchy management we needed and meet our accuracy,performance and scalability requirements” – Tony Ulkekul, Senior Director, Sales Operations, MicrosoftGina SandonVP, MarketingMobile: +1 312 759 5019Office: +1 312 560 6866gsandon@initiate.comScott CarruthVP, Information SystemsMobile: +1 512 917 2768Office: +1 512 634 5194scarruth@initiate.com©2009 Initiate Systems, Inc.
Editor's Notes
- #10: As our company grew, we quickly outgrew our existing ‘departmental’ CMS which was really only built for R&D and SupportOur existing site was build on Open Source, we had no one to truly administer the site and there was no governance around the content (GIGO)You could not find anything that was posted up there. Countless times it was like performing an archeological dig to find the right content.As a result, each department was implementing their own solutions to meet their department needs without truly solving the overall problemWith multiple repositories and remote resources to serve we needed a way of consolidating our content and have a solution that fostered collaborating on projects in a more efficient manner
- #12: Last year, we held a stakeholder meeting with RightPoint and developed the following Top Initiatives for Initiate Systems
- #13: Which resulted in a prioritization map; the things in green were identified as the easies to accomplish; and for the most part, they are mostly done.
- #16: We then spent some time gather additional requirements, documenting our information architecture, our governance model and specifications for what we wanted. This resulted in a Product Backlog of requirements. We then secured the budget, formed the team and trained everyone on Agile/Scrum Methodology. We took the backlog and formed 5 ten day sprints. It was planning well worth it.
- #17: The result of the stakeholder interviews and functional specifications was a series of wireframes that described what we wanted to get accomplished
- #18: As part of our requirements elicitation process we worked with RightPoint to identify, priority and wireframe our solution. Through this effort, we have created a unified content management platform that promotes collaboration It is focused on the employee, communities and teams over the standard stale corporate Intranet Individuals are responsible for managing their own sites as defined within their specific areaContent and Knowledge is searchable throughout our the siteGovernance of Data and Sites has been established. Which means that certain sites are setup by the individuals, but communities are controlled. Content types have been established and training will be pushed through content leaders
- #19: Our design principles are based on standard web site designBe consistent in color and brandingBe consistent in menu structure and layoutMake it easy to get to the information that you are after
- #20: We have a multi faceted approach towards content management. As such, we have extended our branding so that it is integrated across all of our employee sites and solutions. Initiate Knowledge Exchange is actually three separate systems that are integrated. There is the obvious integration between MOSS, Exchange and OCS. But then we extend the integration to IKE Live (our employee training portal) and IKE SE (our Sales Enablement Portal). When an employee accesses IKE 2.0, they see sites and content that start with their immediate needs and that then expands in focus towards the functional areas. They will be able to see who has posted what content and whether they are available via OCS presence. From there we will extend the integration to our external sites (customer, prospect and partner), which utilize a different brand altogether.