Adoption by Chance, Hierarchy or Community

Sticking with the ‘power of 3’ theme from a previous post (The Power of 3) here are the least / most effective approaches to adoption (habitual usage) and sustained business value from collaborative technologies.

1 – Throw it over the fence and let the business get on with it (Adoption by Chance).
– Provide access to the tools
– Provide access to training areas
– Develop communication / launch plan
– Create messages and deliver through formal channels
– Email alerts
– Portal / Intranet
– Traditional Change Agents
– Leave it to the business to ‘go figure’
Adoption success around 10-15%

2 – Common Formal Approach (Adoption through hierarchies)
Favoured by many of the consultancies involving engagement through leadership, implementing a formal approach around defining and delivering the programme which is refined, together with collateral that is recycled and enhanced as the programme develops. The formal approach includes elements such as:
• Developing the pitch
• Defining ‘What’s in it for me’? for business areas
• Technology Planning
• Engagement planning
• Adoption services
• Build and sustain
Adoption success around 45 – 60%

3 – Social Approach (Adoption through informal networks, tribes and communities)
This generally involves engagement through informal structure of companies with adoption built around explicit use cases (not abstract but rapid, high volume explicit use cases) and supported by:
• Deploy waves of rapid use cases
• ‘Word of mouth’ through networks
• Nudge channels
• Informal advocates
• Social learning
Adoption success around 55 – 70%

Stick to the recipe for Enterprise Social Software success

Stick to the recipe for Enterprise Social Software success

When I look at reasons given by organisations for the failure of their Enterprise Social Software project to deliver any success or value (whether this is adoption or return on investment or engagement) I still hear the same issues around poor adoption, cultural issues specific to the organisation, change management, alignment to business needs etc. You could date stamp this as ‘2010’ and the issues haven’t changed.

It still amazes me that in 2015 organisations are struggling to get value from social software despite a reliable ‘recipe’ now being known.

All consultancies both large and small have a framework which is pitched to potential clients that will deliver various degrees of success – but success nevertheless.

Every software vendor has similar material that it will tell clients prior to any adoption programme how to get success (actually an interesting exercise would be to look at how the vendors have changed their ‘tune’ from 2008 onwards by looking at how their client adoption material has changed from ‘just plug it in’ to more strategic thinking).

I would also suggest that the vast majority of organisations that deploy Enterprise Social Software have an understanding or at least an awareness of what needs to be done – and I speak from a perspective or having sat on both sides of the table (industry and consultancy) and I would estimate that 90% plus of people I have dealt understand this.

But despite all this material a large majority of organisations appear to ignore the recipe.

I’m trying to find a simple analogy to compare this with so let’s try cooking.

If I were a chef (the ‘sponsor’ of the deployment) and I wanted to make a paella (deploying the tool) and I have a known recipe on how to make paella (the vendors material, consultants material, freely available material online etc.); then why do I think my paella will turn out fine if I refuse to use some key ingredients like the correct rice, saffron, paprika, wine etc. (change management, governance, use cases etc.)?

Some may be down to cost; some may be lack of knowledge – but wouldn’t you look at the recipe before you start!; some may be down to stubbornness (you deployed other tools before and your way has always worked) but I believe in many cases it’s down to the simple fact that most sponsors are purely concerned with plugging it and making sure it works from a technical perspective – and not appraised on the engagement or value it brings. No different to a chef not being appraised on how good the paella is but the fact they have served up a plate of rice that is dressed up as paella but has none of the taste.

Unless the success criteria is driven by engagement and value – which often happens a number of months into the adoption phase then organisations will continue to cite the same issues with their Enterprise Social Software.

The vendors realised their business model needs to change – not so much about selling licences every 5 years but seeing their software being adopted, adapted to working ways and providing value.

Few areas of an organisation focus on how engaged their workforce is with the ‘service’ provided but this will change. It will eventually filter down to project teams that are built to deploy social software.

In my ideal future world deployments will focus on behavioural change rather than just technology change in order for social software to be a success.

A project team for future deployments will have a very different line-up. The focus won’t be around IT Project Managers or business analysts but instead recruit business psychologists, community developers and social network analysts to ensure social software success.

The sound of social

The sound of social

Summer is upon us and I’ve been spending time reading through some of my notes of the various interviews I have conducted over the last 12 months in relation to collaboration tools and enterprise social networks.

I have interviewed over 250 ‘non-IT’ business users / advocates / leaders / stakeholders that have been introduced to new or upgraded collaboration platforms (O365, Jive, Chatter, Fuse, Yammer – the platform doesn’t really matter in relation to this article) and have found many of the comments follow a familiar pattern on the main issues which I believe companies still face in making a success of collaborative tools.

I should stress the issues may not be with the technology but a company’s ability to provide the appropriate implementation and change management support to assist participants in the adoption and utilisation of these tools.

I loved the work of Studs Terkel (just let the interviewee tell the story and don’t try to over complicate the message) so in the style of his oral histories here is the current story of 2015 directly from the mouth of a few participants faced with new technologies:

Making users feel safe

 “People wouldn’t have felt safe putting certain information on the site. Few understood the privacy settings and people are generally worried who can see what within the company. Leadership need to support and validate it before it gets used.”

“There is a hierarchy within the company and people generally would not follow or respond to comments by someone who is senior. It may be shyness or maybe culturally the way we have done things but we have to face this fact.”

“The most obvious element that is missing is the ability to make people feel safe. Networking with people in this company means putting your head above the water margin. It’s not something we do and we need a heavy support programme to show us how it’s done.”

Integrate into how people work

 The problem is that this isn’t “how we work” currently, it isn’t natural for people to use the tool and so the potential couldn’t be realized in this short time period. I think that if everyone was signed into the tool and they were encouraged to use it, it would be incredibly valuable.”

“I found the tool somewhat complicated if I’m being totally honest. Not being immediately able to find what I wanted or know how to do something made me slightly reluctant to use the tool regularly and left me frustrated.”

“It does feel a little bit like you are bombarded with reminders that someone has posted.”

“I did feel that some of the posts from individuals were not entirely appropriate for a company website and were more suited to Facebook. For example when someone is having a bad day and venting via their updates. I personally feel this is not something that you necessarily should be sharing with work colleagues and is best saved for a private social media page.”

This tool will be useful only if it replaces other tools. We get too much information and there’s not enough time in the day to process it all.

“Just more clutter which distracts me from my busy day.”

“During busy periods when colleagues are required to pull together and resolve issues against a deadline, I do not appreciate updates and activity streams bombarding my screen – which does not directly help with the matter in hand. Filter failure or not it is distracting.”

“The mobile app is just a tool for viewing the chit chat or direct messages so its functions are useless for me.”

“Unfortunately for me personally this is just another tool in an already overcrowded environment.”

 Governance and linkage with other channels

“If corporate messages were put on the collaboration platform it may devalue the message. People see the intranet as the official source of information.”

“Go where the people want to go. Don’t force people to choose between one and another. Intranet and ‘social’ need to be integrated.”

“I believe a ‘technology first’ approach has been taken by the tool. There has been poor implementation and communication planning. I just don’t know what to do with it.”

” The intranet is the backbone of the organisation structure. The social channel is the living parts of the organisation. Like skeleton and flesh. We need integration but not replacement. We also have other communication channels. I need easy to follow and seamless integration of content across the platforms.”

“It lacks the credibility of an official channel like the intranet.”

“We need to build trust on the channel. Some people trust it, others don’t.”

“On the platform everyone is an amateur. The intranet site is professional. If the social channel had more professional news and articles it may add more value.”

“There is concern over governance – my department on the social site has a page with outdated documents and people are discussing content within the document. I spoke to the intranet team and they didn’t have time to deal with content on the social platform as its run by a different team.”

“If management make an announcement and it is not on the intranet people may have issues. The expectation is it should be on there and not a social platform. It just doesn’t have that credibility.”

“I’ve not been on the social tool much. I wasted time looking at groups and communities of no relevance. It needs more governance. Too many groups now have details out of date – it’s getting worse than the intranet.”

“I’m frustrated by governance, or a lack of it. Imagery doesn’t look like the official brand. Too many sites are being setup and it’s becoming a mess.”

“I’m now seeing duplication with the intranet.”

“It’s not an official channel and it’s painful to find information.”

 Lessons learnt

 There are simply lessons that companies still fail to understand. To make these platforms a success you need to:

  • Have a strategy (business, content and knowledge)
  • Understand how the platform needs to integrate with intranet, document management, metadata, enterprise search and other channels
  • You need to do the ground work of business analysis, use cases and understand how people work. Ensure you understand what success is – and it can’t just be adoption.
  • Start small with good use cases that provide quick wins and have a supported phased approach to implementation. Volume brings value.
  • Provide the physical support – community management, advocacy, coaching and leadership support.

In essence enable the organisation, enable the technology and most importantly enable the people.

Avoid the usual suspects

Transformation programmes are changing dramatically in the digital age.

The main theme of traditional deployments of tools was that change programmes were slow (cascaded from the top, filtering slowly down), soloed (by geographies, levels and departments) and exclusive (owned by leaders and nominated change agents).

In the digital era change is now fast-paced (focused on habit-forming to kick-start new behaviours), focused around behaviours not technology and inclusive (allows everyone’s input to be seen and for social learning to happen).

One of the key changes is the advocacy network that can be built. Forget reaching out to management and asking for the ‘usual suspects’ – the same folk that get volunteered for most change programmes. Use digital and networking technologies to create a broad number of advocates.

It doesn’t matter about the time commitment. Ask then to do what they can when they can. In the digital age getting volume at the ground level is important. Avoid traditional messages on the intranet and focus on getting role models, word of mouth and great use cases. This will spread the transformation far quicker than going through traditional and failing channels.

What goes where?

Employees are faced with a range of tools to communicate, collaboration, share and network. Simply deploying new tools just confuses an already overworked organisation.

To expect many to understand what tool should be used in which context is foolish. One of the most important documents you can produce in the early days of a collaboration tool deployment is guidance to participants about what goes where.

This could be dressed up as a content strategy document, outlining where implicit and explicit knowledge / content should be stored or a straightforward guide on which tool to use when. Just map out some business scenarios and give people ‘guidance’ on which tool can be used to accomplish the task most efficiently.

Get this document into the environment early and it will save you lots of time answering questions from confused new adopters of the collaboration platform.

It’s more than just the coaching

At my current client we are running a series of ‘beginners guide’ coaching sessions for those that are new to business networking platforms.

We run through the basic concept of using a networking site, the importance of your profiles, how to use the network to get value by following people and groups, etc.

Most platform vendors will claim that little training or coaching is needed as their respective tools are intuitive. But not everyone is on a social network in their personal life and I find some coaching is needed to ensure ‘no one gets left behind’. It’s a common approach, particular from IT departments that run these projects.

But the challenge does not end there. Just because someone now knows how to do something doesn’t automatically mean they will begin using it.

We mustn’t confuse ways of imparting knowledge with ways of changing behaviour. To encourage a behaviour we need to generate the best conditions for it to arise and then reinforce it. Merely knowing what you should do is often insufficient to reliably bring the behaviour about and merely knowing doesn’t offer much in the way of reinforcement.

So to support the behavioural change we are also coaching how colleagues can
develop highly engaged communities through some hints and tips around building habit formation as a step to changing behaviour online – some steps you can take to ensure your colleagues begin to regularly participate on the business networking platform.

Coaching participants on how something works is fine but the value comes from coaching on how to develop habits to utilise the capabilities of the network on a regular basis.

The value of a Use Case in introducing social collaboration tools

The value of a Use Case in introducing social collaboration tools

One of the most powerful tactics in introducing collaboration tools within an organisation is the use cases. Get your use cases right – built around existing processes, current challenges and business priorities and you begin to plant the initial seeds of success. Don’t stop at a small number of use cases but get as many as possible lined up to run over a number of ‘waves’ (don’t do everything at once) that can take a number of months to bleed into the environment. The value of this approach includes:

  • Explores potential without too much commitment on resource (don’t run long requirement gathering sessions that turn the business off but short focused trials – not every use case is suitable of the environment)
  • Makes people feel ‘safe’ – sense of validation
  • Provides many with an understanding of what can be achieved (‘art of the possible’)
  • Begins to role model behaviours and best practice (openness)
  • The expected goals may not be the final value but getting people on-board and participating will allow them to understand how they get value. Remember any project team won’t know most of the answers so let the business ‘explore’.

Air cover for the community

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7 step guide to dealing with ‘risky’ conversations ….

1. Have your community guidelines in place. These may be for the whole organisation or a particular set for an explicit community. These are supported by the general social media and overall HR guidelines within the organisation. Managers were asked to refer their members to these guidelines on various occasions when things got ‘tasty.’

2. Send a private message to the individuals or group who may be causing trouble, reminding them of the guidelines.

3. Follow up with another private message if it persists. Also contact advocates of the community and ask them to step in both privately and within the conversation thread.

4. Post a general announcement to the community reminding them of the guidelines

5. Step in as the ‘steward’, point them out in front of the community and explain to the whole community what is wrong. Keep conversation respectful and avoid emotion or being pulled into the conversation

6. Suspend them from the community for a certain period (through a private message)

7. Ban them – there may be some initial noise but make the community aware of what is happening. Transparency is always good.

It’s important to get manager level folk and internal communications onboard with the guidelines and have plenty of process and governance when HR / Risk come knocking asking for conversations to be closed down.

One of my proudest moments around these guidelines (sad I know that I can feel proud around guidelines) was a conversation which ‘suggested’ special treatment for certain people in getting flight upgrades. It also dug up some legacy industrial relations battles between pilots and cabin crew. We were pressured by many in HR to ‘close’ the conversation but we knew that if we did, the whole message around changing to a more collaborative culture would be lost as people would see the same old tactics of the company deleting any items that it didn’t like.

There were comments on the thread asking why the conversation wasn’t being deleted and many on the conversation (now involving hundreds) were waiting for just such an event.

In the past the company stepped in as a ‘parent’ and deleted items before the various groups within the community learnt to deal with the situation themselves. In essence they didn’t have to grow up. But we told various Risk and HR managers that when the participants realised no-one as going to step-in (unless they breached a guideline or company policy) they would need to resolve the matter themselves and progress far quicker than any coaching or manual could teach them. We had reached ‘step 5’ of the guide and with the help of advocates on both sides the conversation started to turn and developed into a beautiful knowing sharing piece around the process of flight upgrades and weight / balance of aircraft etc.

Through later fact finding with internal communications and manager level folk the ‘flight deck friends’ conversation promoted the realisation among many managers that steering and nurturing the conversation and its participants is far better than hitting the ‘delete’ button and losing the audiences desire to share and engage.