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Implemen'ng	
  Social	
  
Technology	
  
Responsibly	
  	
  
Thinking	
  About	
  
Technology,	
  Risk,	
  and	
  
Change	
  Management	
  
Through	
  a	
  Social	
  Lens	
  
	
  
John	
  Mancini,	
  President,	
  AIIM	
  
Blog	
  =	
  Digital	
  Landfill	
  
TwiFer	
  =	
  @jmancini77	
  
Email	
  =	
  johnmancini@aiim.org	
  
LinkedIn	
  and	
  Facebook	
  =	
  jmancini77	
  
	
  

                                                     Image	
  source	
  =	
  hFp://www.flickr.com/photos/somegeekintn/
                                                     3709203268	
  
AIIM.org	
  
AIIM	
  1-­‐day	
  strategy	
  briefings	
  
•  Cost	
  =	
  $8,000	
  
•  Two	
  types	
  of	
  briefings…	
  
    –  How	
  can	
  I	
  use	
  social	
  business	
  to	
  reinvent	
  customer	
  
       rela/onships?	
  
          •  How	
  can	
  you	
  use	
  two-­‐way	
  communicaEon	
  to	
  sync	
  with	
  customers?	
  
          •  How	
  can	
  you	
  leverage	
  the	
  experEse	
  of	
  customers	
  who	
  are	
  experts	
  and	
  
             products	
  advocates?	
  
          •  How	
  can	
  you	
  improve	
  customer	
  saEsfacEon	
  and	
  revenue?	
  
          •  How	
  can	
  you	
  provide	
  staff	
  with	
  Emely,	
  relevant,	
  and	
  accurate	
  
             customer	
  and	
  support	
  informaEon?	
  
          •  How	
  can	
  you	
  reduce	
  markeEng	
  and	
  support	
  costs	
  across	
  the	
  
             organizaEon?	
  
    –  More	
  informaEon,	
  contact	
  Jesse	
  Wilkins	
  at	
  jwilkins@aiim.org	
  
    –  hQp://www.aiim.org/Research/Briefings/Social-­‐MarkeEng	
  
    	
  
AIIM	
  1-­‐day	
  strategy	
  briefings	
  
•  Cost	
  =	
  $8,000	
  
     –  How	
  can	
  I	
  use	
  social	
  business	
  to	
  improve	
  opera/ng	
  flexibility	
  
        and	
  effec/veness?	
  
          •  How	
  can	
  you	
  align	
  your	
  organizaEon	
  behind	
  a	
  business	
  vision	
  or	
  goal?	
  
          •  How	
  can	
  you	
  improve	
  collaboraEon	
  and	
  responsiveness?	
  
          •  How	
  can	
  you	
  surface	
  and	
  explore	
  ways	
  of	
  improving	
  business	
  
             operaEons	
  and	
  products?	
  
          •  How	
  can	
  you	
  capture	
  and	
  retain	
  knowledge	
  with	
  many	
  staff	
  
             approaching	
  reErement	
  age?	
  
          •  How	
  can	
  you	
  improve	
  knowledge	
  sharing	
  between	
  departments	
  or	
  
             locaEons?	
  
     –  More	
  informaEon,	
  contact	
  Jesse	
  Wilkins	
  at	
  jwilkins@aiim.org	
  
     –  hQp://www.aiim.org/Research/Briefings/Social-­‐Business	
  
     	
  
Technology	
  

  Social	
  as	
  a	
  strategy	
         SharePoint	
  as	
  a	
  plaZorm	
  



                           Risk	
  Management	
  

  Knowledge	
  vs.	
  Risk	
               Challenges	
  of	
  the	
  cloud	
  



                        Change	
  Management	
  

Not	
  everyone	
  is	
  social	
         Dealing	
  with	
  the	
  skep'cs	
  
Technology	
  

  Social	
  as	
  a	
  strategy	
         SharePoint	
  as	
  a	
  plaZorm	
  



                           Risk	
  Management	
  

  Knowledge	
  vs.	
  Risk	
               Challenges	
  of	
  the	
  cloud	
  



                        Change	
  Management	
  

Not	
  everyone	
  is	
  social	
         Dealing	
  with	
  the	
  skep'cs	
  
Era	
       Mainframe	
             Mini	
             PC	
          Internet	
           ???	
  

                                  Systems	
  of	
  Record	
  

  Years	
      1960-­‐1975	
       1975-­‐1992	
     1992-­‐2001	
     2001-­‐2009	
     2010-­‐2015	
  



 Typical	
  
                 A	
  batch	
        A	
  dept	
         A	
             A	
  web	
  
  thing	
                                                                                    ???	
  
               transac'on	
          process	
       document	
          page	
  
managed	
  

  Best	
  
                                     Digital	
  
 known	
           IBM	
                             Microso`	
          Google	
            ???	
  
                                   Equipment	
  
company	
  

Content	
  
                                      Image	
        Document	
         Content	
  
 mgmt	
         Microfilm	
                                                                   ???	
  
                                      Mgmt	
           Mgmt	
            Mgmt	
  
 focus	
  
The	
  Last	
  Two	
  Decades	
  of	
  Enterprise	
  IT	
  
  Systems	
  of	
  Record	
  

  Command	
  and	
  control	
  

   Transac'on-­‐oriented	
  

     Document-­‐centric	
  

    Limited	
  deployment	
  

  Central	
  IT-­‐provisioned	
  
The	
  flow	
  of	
  IT	
  
innova'on	
  
during	
  the	
  past	
          Large	
  orgs	
  

two	
  decades	
  


                  Consumer	
                         SMEs	
  




                                    Home	
  
                                    office	
  
Seth Godin:
“It’s human nature
to imagine that the
       future "
will be just like the
 present, but with
  cooler uniforms "
 and flying cars.”
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
The	
  flow	
  of	
  IT	
  
innova'on	
  over	
  
                                 Large	
  orgs	
  
the	
  past	
  5	
  
years…	
  


                 Consumer	
                          SMEs	
  




                                Home	
  office	
  
Photo	
  source	
  =	
  hFp://www.flickr.com/photos/no'onscapital/5225049493/	
  
Marchand’s	
  
Strategic	
                         Add	
  value	
  
Informa6on	
                      customers	
  and	
  
Alignment	
                          markets	
  
Framework	
                               	
  



  Minimise	
  Risks	
                                             Reduce	
  Costs	
  
 market,	
  financial,	
                                          transac'on	
  and	
  
      legal,	
                                                      processes	
  
 opera'onal	
  risks	
                                                  	
  
          	
  

                                  Create	
  New	
  Reality	
  
                                      Intelligence	
  	
  
                      (social,	
  poli'cal,	
  technological,	
  etc)	
  
                                               	
  
How	
  Does	
  This	
  Change	
  CEO	
  Expecta'ons	
  of	
  IT?	
  
•  Reinvent	
  Customer	
  Rela6onships	
  
   –  Honor	
  your	
  customers	
  above	
  all	
  
      else	
  
   –  Use	
  two-­‐way	
  communica'on	
  to	
  
      stay	
  in	
  sync	
  with	
  customers	
  
   –  Profit	
  from	
  the	
  informa'on	
  
      explosion	
  
•  Build	
  Opera6ng	
  Dexterity	
  
   –  Simplify	
  whenever	
  possible	
  
   –  Manage	
  systemic	
  complexity	
  
   –  Promote	
  a	
  mindset	
  of	
  being	
  fast	
  
                                                           Source	
  =	
  IBM	
  Worldwide	
  Survey	
  of	
  1,500	
  CEOs,	
  2010	
  
      and	
  flexible	
  
   –  Be	
  “glocal”	
  


                            Systems	
  of	
  Engagement	
  
Systems	
  of	
  Engagement	
  
                                                                                        Social	
  and	
  
   Era	
       Mainframe	
            Mini	
             PC	
          Internet	
  
                                                                                          Cloud	
  




  Years	
      1960-­‐1975	
      1975-­‐1992	
     1992-­‐2001	
     2001-­‐2009	
     2010-­‐2015	
  



 Typical	
  
                 A	
  batch	
       A	
  dept	
         A	
             A	
  web	
          An	
  
  thing	
  
               transac'on	
         process	
       document	
          page	
          interac'on	
  
managed	
  

  Best	
  
                                    Digital	
  
 known	
           IBM	
                            Microso`	
          Google	
        Facebook	
  
                                  Equipment	
  
company	
  

Content	
                                                                                 Social	
  
                                     Image	
        Document	
         Content	
  
 mgmt	
         Microfilm	
                                                               Business	
  
                                     Mgmt	
           Mgmt	
            Mgmt	
  
 focus	
                                                                                 Systems	
  
Systems	
  of	
  Engagement	
  
                                                                                        Social	
  and	
  
   Era	
       Mainframe	
            Mini	
             PC	
          Internet	
  
                                                                                          Cloud	
  

                                            Systems	
  of	
  Record	
  

  Years	
      1960-­‐1975	
      1975-­‐1992	
     1992-­‐2001	
     2001-­‐2009	
     2010-­‐2015	
  



 Typical	
  
                 A	
  batch	
       A	
  dept	
         A	
             A	
  web	
          An	
  
  thing	
  
               transac'on	
         process	
       document	
          page	
          interac'on	
  
managed	
  

  Best	
  
                                    Digital	
  
 known	
           IBM	
                            Microso`	
          Google	
        Facebook	
  
                                  Equipment	
  
company	
  

Content	
                                                                                 Social	
  
                                     Image	
        Document	
         Content	
  
 mgmt	
         Microfilm	
                                                               Business	
  
                                     Mgmt	
           Mgmt	
            Mgmt	
  
 focus	
                                                                                 Systems	
  
The	
  Next	
  Decade	
  of	
  Enterprise	
  IT	
  
Systems	
  of	
  Record	
          Systems	
  of	
  Engagement	
  

 Command	
  and	
  control	
         Open	
  and	
  accessible	
  

  Transac'on-­‐oriented	
            Interac'on-­‐oriented	
  

    Document-­‐centric	
                  User-­‐centric	
  

  Limited	
  deployment	
          Ubiquitous	
  deployment	
  

 Central	
  IT-­‐provisioned	
          Self-­‐provisioned	
  
Three	
  things	
  are	
  key	
  to	
  SharePoint’s	
  
                                                     overtaking	
  of	
  ECM.	
  
                                                     	
  
                                                     They	
  solved	
  the	
  most	
  pervasive	
  
                                                     problem	
  first	
  –	
  not	
  the	
  hardest.	
  
                                                     	
  
                                                     They	
  created	
  promoters	
  by	
  leqng	
  
                                                     users	
  believe	
  they	
  control	
  their	
  own	
  
                                                     data.	
  
                                                     	
  
                                                     They	
  marketed	
  and	
  promoted	
  the	
  
                                                     product	
  through	
  IT	
  opera'ons	
  
                                                     channels.	
  
Source	
  =	
  hFp://bigmenoncontent.com/2010/03/02/the-­‐problem-­‐with-­‐e-­‐in-­‐ecm-­‐part-­‐ii-­‐how-­‐sharepoint-­‐is-­‐capturing-­‐ecm/	
  
37%                                            “SharePoint	
  is	
  our	
  first	
  
                                                                 significant	
  implementa'on	
  
                                                                 of	
  ECM.”	
  	
  



Source	
  =	
  AIIM,	
  SharePoint:	
  Strategies	
  and	
  Experiences,	
  N=436	
  SharePoint	
  using	
  or	
  planning	
  
13%	
  almost	
  immediately          	
  
                                              	
                                        How	
  soon	
  a`er	
  its	
  launch	
  
                 50%	
  within	
  a	
  year   	
                                        do	
  you	
  envisage	
  
                                              	
                                        implemen'ng	
  the	
  
         Some	
  cau6on	
  from	
  rest       	
  
-­‐	
  34%	
  two	
  years	
  or	
  no	
  plans
                                              	
                                        SharePoint	
  2010	
  upgrade?	
  


Source	
  =	
  AIIM,	
  SharePoint:	
  Strategies	
  and	
  Experiences,	
  N=436	
  SharePoint	
  using	
  or	
  planning	
  
Source	
  =	
  Mike	
  Alsup	
  presenta'on	
  at	
  AIIM	
  DMSPEF,	
  November	
  2010	
  
“Unfamiliar	
  with	
  E2.0”	
  	
  

                                                                             5% in 2010
                                                                            17% in 2009
                                                                            41% in 2008


Source	
  =	
  AIIM,	
  N=412,	
  >10	
  emps,	
  No	
  Trade	
  
	
  
55%
                                                                                                          consider	
  internal	
  E2.0	
  to	
  
                                                                                                          be	
  of	
  significant	
  
                                                                                                          importance	
  to	
  business	
  
                                                                                                          success	
  


Source	
  =	
  AIIM,	
  Pu5ng	
  Enterprise	
  2.0	
  to	
  Work,	
  N=412,	
  >10	
  emps,	
  No	
  Trade	
  
55%                                               are	
  using	
  or	
  plan	
  to	
  be	
  using	
  
                                                                 E2.0	
  func'ons	
  in	
  SharePoint	
  
                                                                 2010	
  within	
  next	
  18	
  months	
  




Source	
  =	
  AIIM,	
  Pu5ng	
  Enterprise	
  2.0	
  to	
  Work,	
  N=412,	
  >10	
  emps,	
  No	
  Trade	
  
Technology	
  

  Social	
  as	
  a	
  strategy	
         SharePoint	
  as	
  a	
  plaZorm	
  



                           Risk	
  Management	
  

  Knowledge	
  vs.	
  Risk	
               Challenges	
  of	
  the	
  cloud	
  



                        Change	
  Management	
  

Not	
  everyone	
  is	
  social	
         Dealing	
  with	
  the	
  skep'cs	
  
Photo	
  source	
  =	
  hFp://www.flickr.com/photos/gluemoon/174825611/	
  
	
  
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
Thinking about Technology, Risk, and Change Management Through a Social Lens
[Social	
  content	
  on	
  external	
  sites]	
  
will	
  be	
  archived	
  and	
  retained	
  for	
  
the	
  required	
  period	
  of	
  6me	
  in	
  
accordance	
  with	
  the	
  DIR	
  Records	
  
Reten6on	
  Schedule.	
  
	
  
Thinking about Technology, Risk, and Change Management Through a Social Lens
Non-­‐administra've	
  incoming/outgoing	
  and	
  
internal	
  correspondence,	
  in	
  any	
  media,	
  
pertaining	
  to	
  or	
  arising	
  from	
  the	
  rou'ne	
  
opera'ons	
  of	
  the	
  policies,	
  programs,	
  
services,	
  or	
  projects	
  of	
  an	
  agency.	
  
	
  
Reten'on	
  =	
  1	
  year	
  
Thinking about Technology, Risk, and Change Management Through a Social Lens
Dear	
  Sir/Madam:	
  
	
  
I	
  am	
  looking	
  into	
  star'ng	
  a	
  goat	
  dairy	
  farm	
  ,	
  what	
  
licenses	
  do	
  I	
  need	
  and	
  where	
  can	
  I	
  find	
  the	
  
guidelines	
  for	
  inspec'on	
  of	
  milking	
  parlor,	
  and	
  
regula'ons?	
  
Do	
  we	
  need	
  to	
  keep	
  
             this?	
  




                  Photo	
  source	
  =	
  hFp://www.flickr.com/
                  photos/marcobellucci/3534516458/	
  
How	
  long	
  do	
  we	
  
need	
  to	
  keep	
  this?	
  




                Photo	
  source	
  =	
  hFp://www.flickr.com/
                photos/marcobellucci/3534516458/	
  
How	
  and	
  when	
  do	
  I	
  
 move	
  it	
  from	
  the	
  
external	
  site	
  to	
  an	
  
 internal	
  archive?	
  




                 Photo	
  source	
  =	
  hFp://www.flickr.com/
                 photos/marcobellucci/3534516458/	
  
Whose	
  job	
  is	
  it	
  to	
  do	
  
          this?	
  




                     Photo	
  source	
  =	
  hFp://www.flickr.com/
                     photos/marcobellucci/3534516458/	
  
Will	
  this	
  ever	
  really	
  
        get	
  done?	
  
                	
  
   Do	
  we	
  care?	
  




                  Photo	
  source	
  =	
  hFp://www.flickr.com/
                  photos/marcobellucci/3534516458/	
  
When	
  using	
  web	
  2.0/social	
  media	
  
plaZorms…	
  
	
  
Is	
  the	
  informa'on	
  unique	
  and	
  not	
  
available	
  anywhere	
  else?	
  




  Source	
  =	
  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html	
  
When	
  using	
  web	
  2.0/social	
  media	
  
plaZorms…	
  
	
  
Does	
  it	
  contain	
  evidence	
  of	
  an	
  
agency's	
  policies,	
  business,	
  mission,	
  
etc.?	
  




  Source	
  =	
  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html	
  
When	
  using	
  web	
  2.0/social	
  media	
  
plaZorms…	
  
	
  
Is	
  this	
  tool	
  being	
  used	
  in	
  rela'on	
  to	
  
the	
  agency's	
  work?	
  




  Source	
  =	
  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html	
  
When	
  using	
  web	
  2.0/social	
  media	
  
plaZorms…	
  
	
  
Is	
  use	
  of	
  the	
  tool	
  authorized	
  by	
  the	
  
agency?	
  




  Source	
  =	
  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html	
  
When	
  using	
  web	
  2.0/social	
  media	
  
plaZorms…	
  
	
  
Is	
  there	
  a	
  business	
  need	
  for	
  the	
  
informa'on?	
  




  Source	
  =	
  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html	
  
When	
  using	
  web	
  2.0/social	
  media	
  
plaZorms…	
  
	
  
If	
  the	
  answers	
  to	
  any	
  of	
  the	
  above	
  
ques'ons	
  are	
  yes,	
  then	
  the	
  content	
  
is	
  likely	
  to	
  be	
  a	
  Federal	
  record.	
  




  Source	
  =	
  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html	
  
No	
  	
     Yes	
  

We	
  have	
  a	
  policy	
  on	
  acceptable	
  use	
  of	
  public	
  E2.0	
  sites	
  
                                                                                                                  44%	
        54%	
  
New	
  employees	
  are	
  given	
  acceptable	
  use	
  policies	
  and	
  
guidance	
  on	
  the	
  use	
  of	
  public	
  E2.0	
  sites	
                                                   51%	
        49%	
  
New	
  employees	
  are	
  given	
  training	
  and	
  guidance	
  on	
  
the	
  use	
  of	
  our	
  internal	
  E2.0	
  systems	
                                                          67%	
        34%	
  
Internal	
  E2.0	
  roll	
  outs	
  to	
  exis'ng	
  staff	
  include	
  guidance	
  
policies	
  and	
  training	
                                                                                     62%	
        38%	
  
Involvement	
  in	
  internal	
  E2.0	
  is	
  reviewed	
  in	
  staff	
  
appraisals	
                                                                                                      90%	
        12%	
  



 Source	
  =	
  AIIM,	
  Pu5ng	
  Enterprise	
  2.0	
  to	
  Work,	
  N=412,	
  >10	
  emps,	
  No	
  Trade	
  
Given	
  that	
  technology	
  policy	
  and	
  
regula'on	
  always	
  lag	
  
technology	
  prac'ce,	
  what	
  kind	
  of	
  
obstacles	
  do	
  outdated	
  policies	
  
and	
  regula'ons	
  pose	
  to	
  rapid	
  
implementa'on	
  of	
  social	
  
business	
  systems?	
  
	
  
What	
  is	
  the	
  governance	
  
framework	
  we	
  want	
  to	
  place	
  
around	
  social	
  content?	
  
Technology	
  

  Social	
  as	
  a	
  strategy	
         SharePoint	
  as	
  a	
  plaZorm	
  



                           Risk	
  Management	
  

  Knowledge	
  vs.	
  Risk	
               Challenges	
  of	
  the	
  cloud	
  



                        Change	
  Management	
  

Not	
  everyone	
  is	
  social	
         Dealing	
  with	
  the	
  skep'cs	
  
Thinking about Technology, Risk, and Change Management Through a Social Lens
24%                                       “The	
  use	
  of	
  external	
  
                                                                                                                  social	
  media	
  for	
  
                                                                                                                  work	
  ac'vi'es	
  is	
  
                                                                                                                  discouraged.	
  ”	
  	
  

                                                                        43%                                      Access	
  to	
  Facebook,	
  
                                                                                                                 YouTube	
  and/or	
  
                                                                                                                 TwiFer	
  is	
  barred	
  
                                                                                                                 during	
  the	
  working	
  
                                                                                                                 day.	
  

Source	
  =	
  AIIM,	
  Pu5ng	
  Enterprise	
  2.0	
  to	
  Work,	
  N=412,	
  >10	
  emps,	
  No	
  Trade	
  
“A	
  new	
  class	
  of	
  company	
  is	
  
emerging—one	
  that	
  uses	
  
collabora've	
  Web	
  2.0	
  
technologies	
  intensively	
  to	
  
connect	
  the	
  internal	
  
efforts	
  of	
  employees	
  and	
  
to	
  extend	
  the	
  
organiza'on’s	
  reach	
  to	
  
customers,	
  partners,	
  and	
  
suppliers.	
  	
  
	
  
We	
  call	
  this	
  new	
  kind	
  of	
  
company	
  the	
  networked	
  
enterprise.”	
  
Key	
  Benefits	
  of	
  Social	
  
Technologies	
  
	
  
Employee/produc'vity	
  
	
  
Customer	
  
	
  
Supply	
  chain	
  
	
  
	
  
The	
  benefits	
  of	
  the	
  networked	
  enterprise	
          %	
  repor6ng	
   median	
  
  Employee	
  benefits	
                                             this	
            improve	
  
  Inc	
  speed	
  of	
  knowledge	
  access	
                       77%	
            30%	
  
  Reducing	
  communica'ons	
  costs	
                              60%	
            10%	
  
  Inc	
  speed	
  of	
  access	
  to	
  internal	
  experts	
   52%	
                30%	
  
  Decreasing	
  travel	
  costs	
                                   44%	
            20%	
  
  Inc	
  employee	
  sa'sfac'on	
                                   41%	
            20%	
  
  Reduce	
  opera'onal	
  costs	
                                   40%	
            20%	
  
  Reduce	
  'me	
  to	
  market	
                                   29%	
            20%	
  
  Inc	
  #	
  of	
  successful	
  innova'ons	
                      28%	
            20%	
  
  Inc	
  revenues	
                                                 18%	
            15%	
  


Source = McKinsey Quarterly, The rise of the networked enterprise
Thinking about Technology, Risk, and Change Management Through a Social Lens
Hours	
  per	
  day…	
  The	
  produc'vity	
  ques'on	
  

                 Admin	
                                                   3.54	
                                      1.01	
  

                      Sales	
                                                3.75	
                                               1.68	
  

     Marke'ng	
                                                              3.80	
                                                1.65	
  

     Top	
  mgmt	
                                                    3.11	
                                      1.32	
  

                                                                 email	
                         social	
  
Source:	
  Pierre	
  Khawand,	
  The	
  New	
  New	
  Inbox	
  Survey	
  Report,	
  Copyright	
  2010	
  People-­‐OnTheGo,	
  www.people-­‐onthego.com	
  
The	
  hierarchy	
  ques'on	
  
The	
  culture	
  ques'on	
  

                                  Clear	
  connec'on	
                                              Clear	
  connec'on	
  
                                   to	
  org	
  purpose	
                                            to	
  org	
  purpose	
  
                                    but	
  not	
  social	
                                               and	
  social	
  
                                                	
                                                                	
  
                                         “Type	
  A”	
                                                      “Magic”	
  




                                 Weak	
  connec'on	
                                                Weak	
  connec'on	
  
                                  to	
  org	
  purpose	
                                             to	
  org	
  purpose	
  
                                   and	
  not	
  social	
                                                and	
  social	
  
                                               	
                                                                 	
  
                                         “Lost”	
                                                   “Social	
  BuFerfly”	
  

Source	
  =	
  Bevin	
  Hernandez,	
  Penn	
  State,	
  at	
  Enterprise	
  2.0	
  Conference	
  
Implemen'ng	
  Social	
  
Technology	
  
Responsibly	
  	
  
Thinking	
  About	
  
Technology,	
  Risk,	
  and	
  
Change	
  Management	
  
Through	
  a	
  Social	
  Lens	
  
	
  
John	
  Mancini,	
  President,	
  AIIM	
  
Blog	
  =	
  Digital	
  Landfill	
  
TwiFer	
  =	
  @jmancini77	
  
Email	
  =	
  johnmancini@aiim.org	
  
LinkedIn	
  and	
  Facebook	
  =	
  jmancini77	
  
	
  

                                                     Image	
  source	
  =	
  hFp://www.flickr.com/photos/somegeekintn/
                                                     3709203268	
  

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Thinking about Technology, Risk, and Change Management Through a Social Lens

  • 1. Implemen'ng  Social   Technology   Responsibly     Thinking  About   Technology,  Risk,  and   Change  Management   Through  a  Social  Lens     John  Mancini,  President,  AIIM   Blog  =  Digital  Landfill   TwiFer  =  @jmancini77   Email  =  johnmancini@aiim.org   LinkedIn  and  Facebook  =  jmancini77     Image  source  =  hFp://www.flickr.com/photos/somegeekintn/ 3709203268  
  • 3. AIIM  1-­‐day  strategy  briefings   •  Cost  =  $8,000   •  Two  types  of  briefings…   –  How  can  I  use  social  business  to  reinvent  customer   rela/onships?   •  How  can  you  use  two-­‐way  communicaEon  to  sync  with  customers?   •  How  can  you  leverage  the  experEse  of  customers  who  are  experts  and   products  advocates?   •  How  can  you  improve  customer  saEsfacEon  and  revenue?   •  How  can  you  provide  staff  with  Emely,  relevant,  and  accurate   customer  and  support  informaEon?   •  How  can  you  reduce  markeEng  and  support  costs  across  the   organizaEon?   –  More  informaEon,  contact  Jesse  Wilkins  at  jwilkins@aiim.org   –  hQp://www.aiim.org/Research/Briefings/Social-­‐MarkeEng    
  • 4. AIIM  1-­‐day  strategy  briefings   •  Cost  =  $8,000   –  How  can  I  use  social  business  to  improve  opera/ng  flexibility   and  effec/veness?   •  How  can  you  align  your  organizaEon  behind  a  business  vision  or  goal?   •  How  can  you  improve  collaboraEon  and  responsiveness?   •  How  can  you  surface  and  explore  ways  of  improving  business   operaEons  and  products?   •  How  can  you  capture  and  retain  knowledge  with  many  staff   approaching  reErement  age?   •  How  can  you  improve  knowledge  sharing  between  departments  or   locaEons?   –  More  informaEon,  contact  Jesse  Wilkins  at  jwilkins@aiim.org   –  hQp://www.aiim.org/Research/Briefings/Social-­‐Business    
  • 5. Technology   Social  as  a  strategy   SharePoint  as  a  plaZorm   Risk  Management   Knowledge  vs.  Risk   Challenges  of  the  cloud   Change  Management   Not  everyone  is  social   Dealing  with  the  skep'cs  
  • 6. Technology   Social  as  a  strategy   SharePoint  as  a  plaZorm   Risk  Management   Knowledge  vs.  Risk   Challenges  of  the  cloud   Change  Management   Not  everyone  is  social   Dealing  with  the  skep'cs  
  • 7. Era   Mainframe   Mini   PC   Internet   ???   Systems  of  Record   Years   1960-­‐1975   1975-­‐1992   1992-­‐2001   2001-­‐2009   2010-­‐2015   Typical   A  batch   A  dept   A   A  web   thing   ???   transac'on   process   document   page   managed   Best   Digital   known   IBM   Microso`   Google   ???   Equipment   company   Content   Image   Document   Content   mgmt   Microfilm   ???   Mgmt   Mgmt   Mgmt   focus  
  • 8. The  Last  Two  Decades  of  Enterprise  IT   Systems  of  Record   Command  and  control   Transac'on-­‐oriented   Document-­‐centric   Limited  deployment   Central  IT-­‐provisioned  
  • 9. The  flow  of  IT   innova'on   during  the  past   Large  orgs   two  decades   Consumer   SMEs   Home   office  
  • 10. Seth Godin: “It’s human nature to imagine that the future " will be just like the present, but with cooler uniforms " and flying cars.”
  • 13. The  flow  of  IT   innova'on  over   Large  orgs   the  past  5   years…   Consumer   SMEs   Home  office  
  • 14. Photo  source  =  hFp://www.flickr.com/photos/no'onscapital/5225049493/  
  • 15. Marchand’s   Strategic   Add  value   Informa6on   customers  and   Alignment   markets   Framework     Minimise  Risks   Reduce  Costs   market,  financial,   transac'on  and   legal,   processes   opera'onal  risks       Create  New  Reality   Intelligence     (social,  poli'cal,  technological,  etc)    
  • 16. How  Does  This  Change  CEO  Expecta'ons  of  IT?   •  Reinvent  Customer  Rela6onships   –  Honor  your  customers  above  all   else   –  Use  two-­‐way  communica'on  to   stay  in  sync  with  customers   –  Profit  from  the  informa'on   explosion   •  Build  Opera6ng  Dexterity   –  Simplify  whenever  possible   –  Manage  systemic  complexity   –  Promote  a  mindset  of  being  fast   Source  =  IBM  Worldwide  Survey  of  1,500  CEOs,  2010   and  flexible   –  Be  “glocal”   Systems  of  Engagement  
  • 17. Systems  of  Engagement   Social  and   Era   Mainframe   Mini   PC   Internet   Cloud   Years   1960-­‐1975   1975-­‐1992   1992-­‐2001   2001-­‐2009   2010-­‐2015   Typical   A  batch   A  dept   A   A  web   An   thing   transac'on   process   document   page   interac'on   managed   Best   Digital   known   IBM   Microso`   Google   Facebook   Equipment   company   Content   Social   Image   Document   Content   mgmt   Microfilm   Business   Mgmt   Mgmt   Mgmt   focus   Systems  
  • 18. Systems  of  Engagement   Social  and   Era   Mainframe   Mini   PC   Internet   Cloud   Systems  of  Record   Years   1960-­‐1975   1975-­‐1992   1992-­‐2001   2001-­‐2009   2010-­‐2015   Typical   A  batch   A  dept   A   A  web   An   thing   transac'on   process   document   page   interac'on   managed   Best   Digital   known   IBM   Microso`   Google   Facebook   Equipment   company   Content   Social   Image   Document   Content   mgmt   Microfilm   Business   Mgmt   Mgmt   Mgmt   focus   Systems  
  • 19. The  Next  Decade  of  Enterprise  IT   Systems  of  Record   Systems  of  Engagement   Command  and  control   Open  and  accessible   Transac'on-­‐oriented   Interac'on-­‐oriented   Document-­‐centric   User-­‐centric   Limited  deployment   Ubiquitous  deployment   Central  IT-­‐provisioned   Self-­‐provisioned  
  • 20. Three  things  are  key  to  SharePoint’s   overtaking  of  ECM.     They  solved  the  most  pervasive   problem  first  –  not  the  hardest.     They  created  promoters  by  leqng   users  believe  they  control  their  own   data.     They  marketed  and  promoted  the   product  through  IT  opera'ons   channels.   Source  =  hFp://bigmenoncontent.com/2010/03/02/the-­‐problem-­‐with-­‐e-­‐in-­‐ecm-­‐part-­‐ii-­‐how-­‐sharepoint-­‐is-­‐capturing-­‐ecm/  
  • 21. 37% “SharePoint  is  our  first   significant  implementa'on   of  ECM.”     Source  =  AIIM,  SharePoint:  Strategies  and  Experiences,  N=436  SharePoint  using  or  planning  
  • 22. 13%  almost  immediately     How  soon  a`er  its  launch   50%  within  a  year   do  you  envisage     implemen'ng  the   Some  cau6on  from  rest   -­‐  34%  two  years  or  no  plans   SharePoint  2010  upgrade?   Source  =  AIIM,  SharePoint:  Strategies  and  Experiences,  N=436  SharePoint  using  or  planning  
  • 23. Source  =  Mike  Alsup  presenta'on  at  AIIM  DMSPEF,  November  2010  
  • 24. “Unfamiliar  with  E2.0”     5% in 2010 17% in 2009 41% in 2008 Source  =  AIIM,  N=412,  >10  emps,  No  Trade    
  • 25. 55% consider  internal  E2.0  to   be  of  significant   importance  to  business   success   Source  =  AIIM,  Pu5ng  Enterprise  2.0  to  Work,  N=412,  >10  emps,  No  Trade  
  • 26. 55% are  using  or  plan  to  be  using   E2.0  func'ons  in  SharePoint   2010  within  next  18  months   Source  =  AIIM,  Pu5ng  Enterprise  2.0  to  Work,  N=412,  >10  emps,  No  Trade  
  • 27. Technology   Social  as  a  strategy   SharePoint  as  a  plaZorm   Risk  Management   Knowledge  vs.  Risk   Challenges  of  the  cloud   Change  Management   Not  everyone  is  social   Dealing  with  the  skep'cs  
  • 28. Photo  source  =  hFp://www.flickr.com/photos/gluemoon/174825611/    
  • 39. [Social  content  on  external  sites]   will  be  archived  and  retained  for   the  required  period  of  6me  in   accordance  with  the  DIR  Records   Reten6on  Schedule.    
  • 41. Non-­‐administra've  incoming/outgoing  and   internal  correspondence,  in  any  media,   pertaining  to  or  arising  from  the  rou'ne   opera'ons  of  the  policies,  programs,   services,  or  projects  of  an  agency.     Reten'on  =  1  year  
  • 43. Dear  Sir/Madam:     I  am  looking  into  star'ng  a  goat  dairy  farm  ,  what   licenses  do  I  need  and  where  can  I  find  the   guidelines  for  inspec'on  of  milking  parlor,  and   regula'ons?  
  • 44. Do  we  need  to  keep   this?   Photo  source  =  hFp://www.flickr.com/ photos/marcobellucci/3534516458/  
  • 45. How  long  do  we   need  to  keep  this?   Photo  source  =  hFp://www.flickr.com/ photos/marcobellucci/3534516458/  
  • 46. How  and  when  do  I   move  it  from  the   external  site  to  an   internal  archive?   Photo  source  =  hFp://www.flickr.com/ photos/marcobellucci/3534516458/  
  • 47. Whose  job  is  it  to  do   this?   Photo  source  =  hFp://www.flickr.com/ photos/marcobellucci/3534516458/  
  • 48. Will  this  ever  really   get  done?     Do  we  care?   Photo  source  =  hFp://www.flickr.com/ photos/marcobellucci/3534516458/  
  • 49. When  using  web  2.0/social  media   plaZorms…     Is  the  informa'on  unique  and  not   available  anywhere  else?   Source  =  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html  
  • 50. When  using  web  2.0/social  media   plaZorms…     Does  it  contain  evidence  of  an   agency's  policies,  business,  mission,   etc.?   Source  =  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html  
  • 51. When  using  web  2.0/social  media   plaZorms…     Is  this  tool  being  used  in  rela'on  to   the  agency's  work?   Source  =  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html  
  • 52. When  using  web  2.0/social  media   plaZorms…     Is  use  of  the  tool  authorized  by  the   agency?   Source  =  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html  
  • 53. When  using  web  2.0/social  media   plaZorms…     Is  there  a  business  need  for  the   informa'on?   Source  =  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html  
  • 54. When  using  web  2.0/social  media   plaZorms…     If  the  answers  to  any  of  the  above   ques'ons  are  yes,  then  the  content   is  likely  to  be  a  Federal  record.   Source  =  hFp://www.archives.gov/records-­‐mgmt/bulle'ns/2011/2011-­‐02.html  
  • 55. No     Yes   We  have  a  policy  on  acceptable  use  of  public  E2.0  sites   44%   54%   New  employees  are  given  acceptable  use  policies  and   guidance  on  the  use  of  public  E2.0  sites   51%   49%   New  employees  are  given  training  and  guidance  on   the  use  of  our  internal  E2.0  systems   67%   34%   Internal  E2.0  roll  outs  to  exis'ng  staff  include  guidance   policies  and  training   62%   38%   Involvement  in  internal  E2.0  is  reviewed  in  staff   appraisals   90%   12%   Source  =  AIIM,  Pu5ng  Enterprise  2.0  to  Work,  N=412,  >10  emps,  No  Trade  
  • 56. Given  that  technology  policy  and   regula'on  always  lag   technology  prac'ce,  what  kind  of   obstacles  do  outdated  policies   and  regula'ons  pose  to  rapid   implementa'on  of  social   business  systems?     What  is  the  governance   framework  we  want  to  place   around  social  content?  
  • 57. Technology   Social  as  a  strategy   SharePoint  as  a  plaZorm   Risk  Management   Knowledge  vs.  Risk   Challenges  of  the  cloud   Change  Management   Not  everyone  is  social   Dealing  with  the  skep'cs  
  • 59. 24% “The  use  of  external   social  media  for   work  ac'vi'es  is   discouraged.  ”     43% Access  to  Facebook,   YouTube  and/or   TwiFer  is  barred   during  the  working   day.   Source  =  AIIM,  Pu5ng  Enterprise  2.0  to  Work,  N=412,  >10  emps,  No  Trade  
  • 60. “A  new  class  of  company  is   emerging—one  that  uses   collabora've  Web  2.0   technologies  intensively  to   connect  the  internal   efforts  of  employees  and   to  extend  the   organiza'on’s  reach  to   customers,  partners,  and   suppliers.       We  call  this  new  kind  of   company  the  networked   enterprise.”  
  • 61. Key  Benefits  of  Social   Technologies     Employee/produc'vity     Customer     Supply  chain      
  • 62. The  benefits  of  the  networked  enterprise   %  repor6ng   median   Employee  benefits   this   improve   Inc  speed  of  knowledge  access   77%   30%   Reducing  communica'ons  costs   60%   10%   Inc  speed  of  access  to  internal  experts   52%   30%   Decreasing  travel  costs   44%   20%   Inc  employee  sa'sfac'on   41%   20%   Reduce  opera'onal  costs   40%   20%   Reduce  'me  to  market   29%   20%   Inc  #  of  successful  innova'ons   28%   20%   Inc  revenues   18%   15%   Source = McKinsey Quarterly, The rise of the networked enterprise
  • 64. Hours  per  day…  The  produc'vity  ques'on   Admin   3.54   1.01   Sales   3.75   1.68   Marke'ng   3.80   1.65   Top  mgmt   3.11   1.32   email   social   Source:  Pierre  Khawand,  The  New  New  Inbox  Survey  Report,  Copyright  2010  People-­‐OnTheGo,  www.people-­‐onthego.com  
  • 66. The  culture  ques'on   Clear  connec'on   Clear  connec'on   to  org  purpose   to  org  purpose   but  not  social   and  social       “Type  A”   “Magic”   Weak  connec'on   Weak  connec'on   to  org  purpose   to  org  purpose   and  not  social   and  social       “Lost”   “Social  BuFerfly”   Source  =  Bevin  Hernandez,  Penn  State,  at  Enterprise  2.0  Conference  
  • 67. Implemen'ng  Social   Technology   Responsibly     Thinking  About   Technology,  Risk,  and   Change  Management   Through  a  Social  Lens     John  Mancini,  President,  AIIM   Blog  =  Digital  Landfill   TwiFer  =  @jmancini77   Email  =  johnmancini@aiim.org   LinkedIn  and  Facebook  =  jmancini77     Image  source  =  hFp://www.flickr.com/photos/somegeekintn/ 3709203268