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Taking The Training Wheels
          Off Social Software
          The Shift From Sharing To Getting Work Done!



            June 2012!

            Alan Lepofsky!                                                                                    Yvette Cameron!
            VP and Principal Analyst!                                                                         VP and Principal Analyst!
                       @alanlepo!                                                                                @YvetteCameron!



©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
We’re	
  not	
  promo+ng	
  specific	
  vendors	
  



                                                                                                               Why	
  didn’t	
  
                                                                                                              they	
  men/on	
  
                                                                                                                   me?	
  




h<p://www.flickr.com/photos/jeffweston/2572155331	
  


                                                                                                                                   2	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
What We’re Going To Discuss Today



                 Sharing,	
  Transparency,	
                                                                    GeQng	
  Work	
  Done	
  
                       Discovery	
                                                                            Core	
  Business	
  Processes	
  




SOCIAL
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
                                                                                                                                                  3	
  
Enterprise Software Is Different




                                                                                                              4	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
“We	
  need	
  a	
  social	
  
                 business	
  strategy”	
  




h<p://www.flickr.com/photos/renedepaula/4473232892/	
  
h<p://www.flickr.com/photos/renedepaula/4473232892/	
  


                                                                                                               5	
  
 ©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
“We	
  need	
  a	
  plan	
  to	
  
                  augment	
  our	
  sales,	
  
                 marke/ng	
  and	
  support	
  
                   processes	
  to	
  meet	
  
                customer	
  expecta/ons.”	
  



h<p://www.flickr.com/photos/neonman/2693639551	
  


                                                                                                              6	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
The Future Of Work
                   A	
  confluence	
  of	
  trends	
  are	
  combining	
  to	
  improve	
  the	
  way	
  people	
  work	
  


                      People	
                                                                                                                        Process	
  
           Moving	
  beyond	
  the	
  org	
  chart	
  
                          Internal	
  groups	
  
                                                                                                                                    “Social”	
  is	
  connec/ng	
  Business	
  &	
  
                                    External	
  communi/es	
  
                                                                                                                                    People	
  processes	
  (CRM,	
  HCM,	
  etc.)	
  
                                                                                                                                          Work	
  is	
  more	
  transparent	
  
                                                                                                                                   Recogni/on/Reputa/on	
  is	
  built	
  in	
  
                                                 New	
  user	
  experiences	
  
                                                 Mobile	
  Access	
                                           Analy/cs	
  /	
  Big	
  Data	
  
                                                 Applica/on	
  Stores	
                                       Cloud	
  /	
  In-­‐Memory	
  
                                                                                                              Industry	
  Standards	
  

                                                                     Technology	
                                                                                                7	
  

©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
There	
  Is	
  Value	
  In	
  The	
  Low	
  Hanging	
  Fruit	
  



                                                                                                      • Status	
  updates	
  
                                                                                                      • Sharing	
  links	
  
                                                                                                      • Asking	
  ques/ons	
  
                                                                                                      • Documenta/on	
  
                                                                                                      • Blogs	
  
                                                                                                      • Community	
  



                                                                                                                                 8	
  
h<p://www.flickr.com/photos/iancarroll/4856006353/	
   	
  	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  
Connect People With The Right…



                                                                                                              You	
  
                                                                                                                        Communities
               Colleagues


                                          Content
                                                                                                                                       9	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Increased Engagement - The New Verbs




                                                                                                              10	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
But	
  the	
  goal	
  is	
  not	
  
                                                                                                      just	
  sharing…	
  it’s	
  
                                                                                                      GeQng	
  Work	
  Done	
  



                                                                                                                                            11	
  
h<p://www.flickr.com/photos/didmyself/6530389351	
   	
  	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  
The New Mantra…


                                                 “Integrate	
  social	
  
                                                into	
  core	
  business	
  
                                                    processes”	
  



                                   Yes!	
  But	
  what	
  does	
  that	
  really	
  mean?	
  

h<p://www.flickr.com/photos/gre/130267790/	
  


                                                                                                              12	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Business Process

                            Unstructured	
                                                                               Structured	
  
                                                                                                                        Sales	
               Human	
  
                            •  Status	
  Updates	
                                                                                           Resources	
  
                            •  Sharing	
                                                                      Marke/ng	
  
                                                                                                                                                             Supply	
  
                            •  Q&A	
                                                                                                                         Chain	
  
                            •  Excep/on	
  Handling	
  
                                                                                                              Engineering	
                         Support/	
  
                            •  Exper/se	
  Loca/on	
                                                                                                 Service	
  
                                                                                                                          Learning	
  

h<p://www.flickr.com/photos/generated/501445202	
                                                                             h<p://www.flickr.com/photos/kyknoord/5333012356	
  


                                                                                                                                                                           13	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
How Are “Social” Features Implemented?
                                              Embedded	
  Experiences	
  Maturity	
  Model	
  

                                                                                                                                    Examples:	
  
                 experiences	
  
                  Embedded	
  


                                              Level	
  of	
  interac<on	
  provided	
  




                                                                                               3	
                        4	
       1.  Streams	
  with	
  links	
  

                                                                                                                                    2.  Widgets	
  or	
  embed	
  	
  
                                                                                                                                        code	
  that	
  can	
  be	
  added	
  
                                                                                                                                        to	
  other	
  sites/tools	
  
                 to	
  other	
  systems	
  
                   Provides	
  links	
  




                                                                                                                                    3.  Streams	
  with	
  ac/ons	
  
                                                                                               1	
                        2	
       4.  Social	
  interac/ons	
  accessible	
  
                                                                                                                                        inside	
  other	
  sites/tools/mobile	
  
                                                                                           Variety	
  of	
  access	
  methods	
  
                                                                                        Services	
  can	
  be	
  	
  
                                                                                   integrated	
  in	
  it,	
  or	
      Both	
  
                                                                                  it	
  can	
  be	
  integrated	
  
                                                                                    in	
  other	
  services	
  
                                                                                                     	
  

©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Level	
  1	
  

               Stream Level Integration

                                                                                                              Can	
  help	
  informa/on	
  
                                                               CRM	
                                          reach	
  a	
  broad	
  audience	
  
                                                                                                              Enables	
  discussion	
  
                                                                                                              Typically	
  just	
  links,	
  not	
  
                                                                                                              embedded	
  objects	
  
                                                  ERP	
                                                       Context	
  is	
  lost,	
  as	
  
                                                                                                              comments	
  are	
  not	
  part	
  of	
  
                                                                                                              the	
  system	
  of	
  record	
  
                                                                                                              Contributes	
  to	
  
                                                HR	
                                                          informa/on	
  overload	
  


h<p://www.flickr.com/photos/smithser/3870653508/	
  


                                                                                                                                                           15	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Level	
  2	
  

               Embedding Streams In Other Sites




                                                                                                              • Intranet	
  
                                                                                                              • Blog	
  
                                                                                                              • Webpage	
  




                                                                                                                                   16	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Level	
  3	
  
               SAP Business Intelligence & StreamWork




                                                                                                                      17	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
A	
  ShiJ	
  Is	
  Taking	
  Place	
  




                                                                                                                                                       18	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Integra+on	
  Inside	
  Core	
  Business	
  Applica+ons	
  




                       Does	
  not	
  broadcast	
  to	
  a	
  large	
  audience	
  
                       Informa/on	
  is	
  in	
  context	
  with	
  task	
  
                       No	
  addi/onal	
  tool	
  to	
  use	
  
                       Content	
  is	
  not	
  mixed	
  with	
  other	
  content	
  
h<p://www.flickr.com/photos/atoach/6014917153/	
  


                                                                                                              19	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Level	
  4	
  
               Ex: SAP CRM and StreamWork




                                                                                                                      20	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Level	
  4	
  

               Integration With Invoicing




                                                    Collabora+on	
  +	
  CRM	
  +	
  Task	
  
                                                     Management	
  +	
  Invoicing	
  

Video:	
  h<ps://www.youtube.com/watch?v=cDNl91C9NcI	
  

                                                                                                                      21	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
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  All	
  rights	
  reserved.	
  	
  	
  
Level	
  4	
  

               Collaboration In Context




                                                                                                                      22	
  
©	
  2010	
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  2012	
  Constella/on	
  Research,	
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  rights	
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Level	
  4	
  




                                  Redefining	
  Customer	
  Engagement	
  Lifecycle	
  



                                                                                                                      23	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Level	
  4	
  




                                                                                                              Social	
  Media	
  Monitoring	
  &	
  CRM	
  




                                                                                                                                                                24	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Can It Happen in HCM?


                     •           Recrui/ng	
  
                     •           Onboarding	
  
                     •           Performance	
  &	
  Alignment	
  
                     •           Learning	
  &	
  Development	
  
                     •           Coaching	
  &	
  Mentoring	
  
                     •           Recogni/on	
  &	
  Rewards	
  
                     •           Internal	
  Mobility	
  
                     •           Workforce	
  Planning	
  &	
  
                                 Analy/cs	
  


                                                                                                              25	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Talent	
                                                                             Social	
  Talent	
  
                                                                                                                                                                                                    Ge`ng	
  Work	
  Done	
  
                                           Management	
                                                                           Management	
  
                   AUract	
  &	
  Acquire	
                                                                                                                                                                  Develop	
  &	
  Mobilize	
  
                                                                   Oracle	
  Taleo	
                Emerald	
  Ssw	
   XPress	
  HR	
   Dovetail	
  
                                                                                                                                                                                   Saba	
  
                                    Smashfly	
                                                                                                                                                     SumTotal	
  
                                                            Iden/fied	
                HRSmart	
  
                                                                                                  ONBOARDING	
                                                      Topyx	
        Outstart	
                                  CAREER	
  /	
  
                               MeshHire	
                                                                       Silkroad	
                   Cornerstone	
                                               Bloomfire	
  
                                                        Kenexa	
  
                                                                                                                                                                      LEARNING	
                                               MOBILITY	
  
                              Startuply	
                RECRUITING	
                                           Enwise	
  n	
  (Infor)	
  
                                                                                                                                                                                                         Badgestack	
                                       UpMo	
  
                                       Halogen	
                                               iCIMS	
                                                                                                                           Zapoint	
  
                                                                                                                                                                          Blackboard	
  
                              Talemetry	
                             Jobvite	
                    Lumesse	
                                                                                  Cornerstone	
  
                                                                                                                                                                                                                                     SuccessFactors	
  
                                       Jobs2Web	
  (SuccessFactors)	
  
                                               PageUp	
  People	
  
                                                                                               HireHive	
  
                                                                                                                                                                                                                    SUCCESSION,	
  
                                                                                                                                                                                                                 CSOD	
  
                                                                            SocializedHR	
  
                                                                                                                                                                                                                 TALENT	
  REVIEWS	
  
                                                                                                                                                                                                                   Workday	
                 Oracle	
  
                                                                                                                                                                                                                               Halogen	
   Saba	
  
                                                        Asana	
  
                                                                             Teamly	
                                                                                                                                          Achievers	
  
                                            Zoho	
                                            Podio	
                                                                                                                         Globoforce	
  
                                                                                                                                                                                                                            Saba	
  	
  	
  	
  	
  	
  Ul/mate	
  
                                                                                                                                                                                        	
  
                                                                                                                                                                                       Peoplefluent	
  
                                    PROJECTS	
  /	
  TASKS	
                                                                                                                       7Geese	
  
                                                                                                                                                                                                                                   Oracle	
  	
  	
  	
  	
  
                                 IBM/Trilogv	
                 Basecamp	
                                                                                                                                                           Workday	
  
                                                                                                                                                               Saba	
  
                                                                          Prodic/vely	
                       WorkSimple	
  
                                                                                                                                      CoWorkers	
                               Kapta	
  Systems	
  
                                                                                                                                                                                                             Small	
       FEEDBACK,	
  
                                                                                                                                                                                  Globoforce	
  
                                                       Fellowstream	
                                             GOALS	
                               Rypple	
  (SFDC)	
  
                                                                                                                                                                                 WorkSimple	
  
                                                                                                                                                                                                         Improvements	
  
                                                                                                                                                                                                                           REWARDS,	
  
                                                                                                                Rypple	
  (SFDC)	
                    Ul/mate	
                                                         RECOGNITION	
  
                                                                                                      CubeVibe	
                         CubeVibe	
                 PERFORMANCE	
  
                   Engage	
  &	
  Align	
                                                                                                                                          Measure	
  &	
  Reward	
  	
  
Vendor	
  inclusion	
  in	
  this	
  lis/ng	
  does	
  not	
  necessarily	
  equate	
  to	
  market	
  leadership	
  

                                                                                                                                                                                                                                                                       26	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Routes to Getting Work Done
                                                                                                                                Integrated	
  
                                                                                                                                          +	
  
          Niche/Na+ve	
  
                                                                                                                                 +	
  
                                                                                                                                          +	
  

                                                                                                                                  +	
  
                                                                                                              Suite/Na+ve	
  




Vendor	
  inclusion	
  in	
  this	
  lis/ng	
  does	
  not	
  necessarily	
  equate	
  to	
  market	
  leadership	
  

                                                                                                                                                  27	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Native Social within Niche Solutions




                                                                                                              28	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Integrated with Social / Social Apps
                                                                                                              +	
  


                                                                                                                      +	
  




                                                                                                                              29	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Native Social Collaboration within the Suite




                                                                                                              30	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
h<p://www.flickr.com/photos/didmyself/6530389351	
  

                                                                                                              31	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Are	
  you	
  unsure	
  of	
  what	
  to	
  do	
  next?	
  




   h<p://www.flickr.com/photos/theevilmightyf/2717934672	
  

                                                                                                              32	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Social Task Management




                                                                                                              33	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Social Task Management

                                                                                                                examples	
  


                                         Standalone	
                                                         Integrated	
       Na/ve	
  
    Personal	
  task	
  managers	
  




                                                                                                                                             Resource	
  management	
  
                                                                                           +	
  
                                                           Outliers	
  like	
  LiquidPlanner	
  


                                                                                                                         +	
  

                                                                                                                 +	
  


Vendors	
  listed	
  does	
  not	
  necessarily	
  equate	
  to	
  market	
  leadership	
  

                                                                                                                                                                          34	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Simple Task Assignments




                                                                                                              35	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Stand-alone Task Management

                                                                                                              • Project/Milestones	
  	
  
                                                                                                              • Assignments	
  
                                                                                                              • Commen/ng	
  /	
  
                                                                                                                Liking	
  /	
  Sharing	
  
                                                                                                              • Repeats	
  
                                                                                                              • Dashboards	
  /	
  
                                                                                                                No/fica/on	
  
                                                                                                              • Templates	
  
                                                                                                              • Analy/cs	
  


                                                                                                                                             36	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Integrated With Social Software


                                                                                                              • Now	
  more	
  people	
  
                                                                                                                can	
  see	
  the	
  task,	
  
                                                                                                                and	
  par/cipate	
  in	
  
                                                                                                                the	
  events	
  around	
  
                                                                                                                it.	
  




©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
                                                                                                                                                 37	
  
Core Platform Feature



                                                                                                              • Integrated	
  
                                                                                                                directory	
  (people	
  
                                                                                                                and	
  groups)	
  
                                                                                                              • Link	
  to	
  pages/files	
  
                                                                                                              • No	
  context	
  
                                                                                                                switching	
  




©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Core Platform Feature




                                                                                                              39	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Resource Planning/Management Tools




                                                                                                              40	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
What’s Next for Social Task Management?




           HR:	
                                                                                                                                                    Finance:	
  
      Performance/	
                                                                                                                                           Invoicing/Payment	
  
   Recogni+on/Reward	
  
                                                                                                              h<p://www.flickr.com/photos/didmyself/6530389351	
     h<p://www.flickr.com/photos/teegardin/5737823348/	
  


                                                                                                                                                                                                                   41	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Where	
  To	
  Next?	
  



                                                                                 h<p://www.flickr.com/photos/visualpanic/
                                                                                 2695165112	
  




h<p://www.flickr.com/photos/visualpanic/2695165112	
  

                                                                                                                           42	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
The	
  Next	
  Genera+on	
  Marke+ng	
  Experience	
  




h<p://www.flickr.com/photos/pulpolux/335754959	
  

                                                                                                              43	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Next	
  Genera+on	
  Commerce/Payments	
  




h<p://www.flickr.com/photos/29487767@N02/3338900345/	
  

                                                                                                               44	
  
 ©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Let’s	
  Review	
  


                         •  “Sharing”	
  and/or	
  unstructured	
  processes	
  are	
  a	
  great	
  
                            star/ng	
  point	
  for	
  social	
  features/benefits	
  
                         •  It’s	
  /me	
  to	
  start	
  using	
  social	
  in	
  areas	
  that	
  provide	
  more	
  
                            value,	
  such	
  as	
  the	
  core	
  business	
  process	
  that	
  can	
  help	
  
                            people	
  Get	
  Work	
  Done	
  
                         • The	
  way	
  social	
  features	
  are	
  implemented/integrated	
  can	
  
                           greatly	
  influence	
  their	
  impact/success	
  
                         • Social	
  Task	
  Management	
  can	
  help	
  people	
  Get	
  Work	
  Done	
  


h<ps://www.flickr.com/photos/aaronknox/5237937436	
  


                                                                                                                          45	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Thank	
  you	
  
            Alan	
  Lepofsky	
  
                         @alanlepo	
  

             Yve<e	
  Cameron	
  
               @Yve<eCameron	
  




              San	
  Francisco	
  |Andalucia|	
  Belfast	
  |Boston	
  |Brussels	
  |	
  Chicago	
  |	
  Colorado	
  Springs	
  |	
  Cuper/no	
  |	
  Cyprus	
  |	
  Denver|	
  Geneva	
  |	
  Irvine	
  |	
  London	
  |	
  Los	
  Angeles	
  	
  	
  
                Madrid	
  |	
  New	
  York	
  |	
  Pune	
  |	
  Sacramento	
  |	
  Salt	
  Lake	
  City	
  |	
  Santa	
  Fe	
  |	
  Santa	
  Monica	
  |	
  Sea<le	
  |	
  Sedona	
  |	
  Sydney	
  |	
  Tokyo	
  |	
  Toronto	
  |	
  Washington,	
  D.C.	
  	
  


©	
  2010	
  -­‐	
  	
  2012	
  Constella/on	
  Research,	
  IInc.	
  	
  	
  All	
  rrights	
  rreserved.	
  	
  	
  	
  
             – 2012	
  Constella/on	
  Research,	
   nc.	
   All	
   ights	
   eserved.	
                                                                                                                                     www.ConstellationRG.com
Customer Relationship Management"
                                              "
                                   Customer Experience"
                                                "
                                     Social Marketing




h<p://www.flickr.com/photos/mytudut/5188623575/	
  


                                                                                                              47	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
Customer Relationship Management

                                                                                                                     Inside	
  your	
  company	
  
                                                                                     ques/on/comment	
  

                                                                                                                                  CRM	
  


                                                                                                                                       Enterprise	
  
                                                        profiles	
  
                                                                                                                                      Collabora/on	
  
                                                                                                                                          tools	
  
                                                                                                     Customer	
  
                                                                                                      Service	
  
                                                                                                                                  Marke/ng	
  
                                                                                                      response	
  




                                                                                                                                                         48	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  
©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
     49	
  
Social Media Monitoring Maturity Model

                                                                                                                             CRM/	
                                Customer	
  
                       Stand	
  Alone	
                                                        Collabora+on	
  
                                                                                                                            Marke+ng	
                              Service	
  

      •  View	
  dashboard	
  and	
   •  Broadcast	
  events	
                                                    •  Map	
  to	
  contact	
  info	
     •  Sophis/cated	
  assignment	
  
         reports	
                         into	
  Ac/vity	
  Stream	
                                               about	
  the	
  customer,	
           rules	
  to	
  route	
  events	
  to	
  
      •  Respond	
  yourself	
  or	
   •  Discuss	
  event	
                                                         access	
  conversa/on	
               the	
  right	
  agent	
  with	
  the	
  
         manually	
  assign	
  tasks	
   internally	
  before	
                                                      history,	
  purchase	
                right	
  priority	
  
         to	
  colleagues	
                public	
  response	
                                                      history,	
  etc.	
                 •  Determine	
  the	
  right	
  
      •  Not	
  scalable	
              •  Integra/on	
  with	
                                                   •  Use	
  history	
  to	
                response	
  channel	
  (email,	
  
                                           knowledge	
  bases	
                                                      determine	
  response	
               chat,	
  phone,	
  etc)	
  based	
  
                                        •  No	
  context	
  about	
                                                  priority,	
  message	
                on	
  rules	
  and	
  customer	
  
                                           the	
  customer	
                                                         content,	
  offers,	
  etc.	
          history	
  
                                                                                                                  •  Limited	
  integra+on	
            •  Service	
  Level	
  Agreement	
  
                                                                                                                     with	
  the	
  Customer	
             (SLA)	
  management	
  to	
  
                                                                                                                     Service	
  Reps	
  and	
              help	
  ensure	
  responses	
  
                                                                                                                     business	
  processes	
               occur	
  within	
  specific	
  
                                                                                                                     around	
  customer	
                  /meframes	
  
                                                                                                                     support	
  

©	
  2010	
  -­‐	
  2012	
  Constella/on	
  Research,	
  Inc.	
  	
  All	
  rights	
  reserved.	
  	
  	
  

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Taking the Training Wheels Off Social Software

  • 1. Taking The Training Wheels Off Social Software The Shift From Sharing To Getting Work Done! June 2012! Alan Lepofsky! Yvette Cameron! VP and Principal Analyst! VP and Principal Analyst! @alanlepo! @YvetteCameron! ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 2. We’re  not  promo+ng  specific  vendors   Why  didn’t   they  men/on   me?   h<p://www.flickr.com/photos/jeffweston/2572155331   2   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 3. What We’re Going To Discuss Today Sharing,  Transparency,   GeQng  Work  Done   Discovery   Core  Business  Processes   SOCIAL ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.       3  
  • 4. Enterprise Software Is Different 4   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 5. “We  need  a  social   business  strategy”   h<p://www.flickr.com/photos/renedepaula/4473232892/   h<p://www.flickr.com/photos/renedepaula/4473232892/   5   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 6. “We  need  a  plan  to   augment  our  sales,   marke/ng  and  support   processes  to  meet   customer  expecta/ons.”   h<p://www.flickr.com/photos/neonman/2693639551   6   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 7. The Future Of Work A  confluence  of  trends  are  combining  to  improve  the  way  people  work   People   Process   Moving  beyond  the  org  chart   Internal  groups   “Social”  is  connec/ng  Business  &   External  communi/es   People  processes  (CRM,  HCM,  etc.)   Work  is  more  transparent   Recogni/on/Reputa/on  is  built  in   New  user  experiences   Mobile  Access   Analy/cs  /  Big  Data   Applica/on  Stores   Cloud  /  In-­‐Memory   Industry  Standards   Technology   7   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 8. There  Is  Value  In  The  Low  Hanging  Fruit   • Status  updates   • Sharing  links   • Asking  ques/ons   • Documenta/on   • Blogs   • Community   8   h<p://www.flickr.com/photos/iancarroll/4856006353/       ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.  
  • 9. Connect People With The Right… You   Communities Colleagues Content 9   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 10. Increased Engagement - The New Verbs 10   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 11. But  the  goal  is  not   just  sharing…  it’s   GeQng  Work  Done   11   h<p://www.flickr.com/photos/didmyself/6530389351       ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.  
  • 12. The New Mantra… “Integrate  social   into  core  business   processes”   Yes!  But  what  does  that  really  mean?   h<p://www.flickr.com/photos/gre/130267790/   12   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 13. Business Process Unstructured   Structured   Sales   Human   •  Status  Updates   Resources   •  Sharing   Marke/ng   Supply   •  Q&A   Chain   •  Excep/on  Handling   Engineering   Support/   •  Exper/se  Loca/on   Service   Learning   h<p://www.flickr.com/photos/generated/501445202   h<p://www.flickr.com/photos/kyknoord/5333012356   13   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 14. How Are “Social” Features Implemented? Embedded  Experiences  Maturity  Model   Examples:   experiences   Embedded   Level  of  interac<on  provided   3   4   1.  Streams  with  links   2.  Widgets  or  embed     code  that  can  be  added   to  other  sites/tools   to  other  systems   Provides  links   3.  Streams  with  ac/ons   1   2   4.  Social  interac/ons  accessible   inside  other  sites/tools/mobile   Variety  of  access  methods   Services  can  be     integrated  in  it,  or   Both   it  can  be  integrated   in  other  services     ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 15. Level  1   Stream Level Integration Can  help  informa/on   CRM   reach  a  broad  audience   Enables  discussion   Typically  just  links,  not   embedded  objects   ERP   Context  is  lost,  as   comments  are  not  part  of   the  system  of  record   Contributes  to   HR   informa/on  overload   h<p://www.flickr.com/photos/smithser/3870653508/   15   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 16. Level  2   Embedding Streams In Other Sites • Intranet   • Blog   • Webpage   16   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 17. Level  3   SAP Business Intelligence & StreamWork 17   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 18. A  ShiJ  Is  Taking  Place   18   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 19. Integra+on  Inside  Core  Business  Applica+ons   Does  not  broadcast  to  a  large  audience   Informa/on  is  in  context  with  task   No  addi/onal  tool  to  use   Content  is  not  mixed  with  other  content   h<p://www.flickr.com/photos/atoach/6014917153/   19   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 20. Level  4   Ex: SAP CRM and StreamWork 20   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 21. Level  4   Integration With Invoicing Collabora+on  +  CRM  +  Task   Management  +  Invoicing   Video:  h<ps://www.youtube.com/watch?v=cDNl91C9NcI   21   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 22. Level  4   Collaboration In Context 22   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 23. Level  4   Redefining  Customer  Engagement  Lifecycle   23   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 24. Level  4   Social  Media  Monitoring  &  CRM   24   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 25. Can It Happen in HCM? •  Recrui/ng   •  Onboarding   •  Performance  &  Alignment   •  Learning  &  Development   •  Coaching  &  Mentoring   •  Recogni/on  &  Rewards   •  Internal  Mobility   •  Workforce  Planning  &   Analy/cs   25   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 26. Talent   Social  Talent   Ge`ng  Work  Done   Management   Management   AUract  &  Acquire   Develop  &  Mobilize   Oracle  Taleo   Emerald  Ssw   XPress  HR   Dovetail   Saba   Smashfly   SumTotal   Iden/fied   HRSmart   ONBOARDING   Topyx   Outstart   CAREER  /   MeshHire   Silkroad   Cornerstone   Bloomfire   Kenexa   LEARNING   MOBILITY   Startuply   RECRUITING   Enwise  n  (Infor)   Badgestack   UpMo   Halogen   iCIMS   Zapoint   Blackboard   Talemetry   Jobvite   Lumesse   Cornerstone   SuccessFactors   Jobs2Web  (SuccessFactors)   PageUp  People   HireHive   SUCCESSION,   CSOD   SocializedHR   TALENT  REVIEWS   Workday   Oracle   Halogen   Saba   Asana   Teamly   Achievers   Zoho   Podio   Globoforce   Saba            Ul/mate     Peoplefluent   PROJECTS  /  TASKS   7Geese   Oracle           IBM/Trilogv   Basecamp   Workday   Saba   Prodic/vely   WorkSimple   CoWorkers   Kapta  Systems   Small   FEEDBACK,   Globoforce   Fellowstream   GOALS   Rypple  (SFDC)   WorkSimple   Improvements   REWARDS,   Rypple  (SFDC)   Ul/mate   RECOGNITION   CubeVibe   CubeVibe   PERFORMANCE   Engage  &  Align   Measure  &  Reward     Vendor  inclusion  in  this  lis/ng  does  not  necessarily  equate  to  market  leadership   26   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 27. Routes to Getting Work Done Integrated   +   Niche/Na+ve   +   +   +   Suite/Na+ve   Vendor  inclusion  in  this  lis/ng  does  not  necessarily  equate  to  market  leadership   27   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 28. Native Social within Niche Solutions 28   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 29. Integrated with Social / Social Apps +   +   29   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 30. Native Social Collaboration within the Suite 30   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 31. h<p://www.flickr.com/photos/didmyself/6530389351   31   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 32. Are  you  unsure  of  what  to  do  next?   h<p://www.flickr.com/photos/theevilmightyf/2717934672   32   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 33. Social Task Management 33   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 34. Social Task Management examples   Standalone   Integrated   Na/ve   Personal  task  managers   Resource  management   +   Outliers  like  LiquidPlanner   +   +   Vendors  listed  does  not  necessarily  equate  to  market  leadership   34   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 35. Simple Task Assignments 35   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 36. Stand-alone Task Management • Project/Milestones     • Assignments   • Commen/ng  /   Liking  /  Sharing   • Repeats   • Dashboards  /   No/fica/on   • Templates   • Analy/cs   36   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 37. Integrated With Social Software • Now  more  people   can  see  the  task,   and  par/cipate  in   the  events  around   it.   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.       37  
  • 38. Core Platform Feature • Integrated   directory  (people   and  groups)   • Link  to  pages/files   • No  context   switching   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 39. Core Platform Feature 39   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 40. Resource Planning/Management Tools 40   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 41. What’s Next for Social Task Management? HR:   Finance:   Performance/   Invoicing/Payment   Recogni+on/Reward   h<p://www.flickr.com/photos/didmyself/6530389351   h<p://www.flickr.com/photos/teegardin/5737823348/   41   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 42. Where  To  Next?   h<p://www.flickr.com/photos/visualpanic/ 2695165112   h<p://www.flickr.com/photos/visualpanic/2695165112   42   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 43. The  Next  Genera+on  Marke+ng  Experience   h<p://www.flickr.com/photos/pulpolux/335754959   43   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 44. Next  Genera+on  Commerce/Payments   h<p://www.flickr.com/photos/29487767@N02/3338900345/   44   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 45. Let’s  Review   •  “Sharing”  and/or  unstructured  processes  are  a  great   star/ng  point  for  social  features/benefits   •  It’s  /me  to  start  using  social  in  areas  that  provide  more   value,  such  as  the  core  business  process  that  can  help   people  Get  Work  Done   • The  way  social  features  are  implemented/integrated  can   greatly  influence  their  impact/success   • Social  Task  Management  can  help  people  Get  Work  Done   h<ps://www.flickr.com/photos/aaronknox/5237937436   45   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 46. Thank  you   Alan  Lepofsky   @alanlepo   Yve<e  Cameron   @Yve<eCameron   San  Francisco  |Andalucia|  Belfast  |Boston  |Brussels  |  Chicago  |  Colorado  Springs  |  Cuper/no  |  Cyprus  |  Denver|  Geneva  |  Irvine  |  London  |  Los  Angeles       Madrid  |  New  York  |  Pune  |  Sacramento  |  Salt  Lake  City  |  Santa  Fe  |  Santa  Monica  |  Sea<le  |  Sedona  |  Sydney  |  Tokyo  |  Toronto  |  Washington,  D.C.     ©  2010  -­‐    2012  Constella/on  Research,  IInc.      All  rrights  rreserved.         – 2012  Constella/on  Research,   nc.   All   ights   eserved.   www.ConstellationRG.com
  • 47. Customer Relationship Management" " Customer Experience" " Social Marketing h<p://www.flickr.com/photos/mytudut/5188623575/   47   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 48. Customer Relationship Management Inside  your  company   ques/on/comment   CRM   Enterprise   profiles   Collabora/on   tools   Customer   Service   Marke/ng   response   48   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      
  • 49. ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.       49  
  • 50. Social Media Monitoring Maturity Model CRM/   Customer   Stand  Alone   Collabora+on   Marke+ng   Service   •  View  dashboard  and   •  Broadcast  events   •  Map  to  contact  info   •  Sophis/cated  assignment   reports   into  Ac/vity  Stream   about  the  customer,   rules  to  route  events  to   •  Respond  yourself  or   •  Discuss  event   access  conversa/on   the  right  agent  with  the   manually  assign  tasks   internally  before   history,  purchase   right  priority   to  colleagues   public  response   history,  etc.   •  Determine  the  right   •  Not  scalable   •  Integra/on  with   •  Use  history  to   response  channel  (email,   knowledge  bases   determine  response   chat,  phone,  etc)  based   •  No  context  about   priority,  message   on  rules  and  customer   the  customer   content,  offers,  etc.   history   •  Limited  integra+on   •  Service  Level  Agreement   with  the  Customer   (SLA)  management  to   Service  Reps  and   help  ensure  responses   business  processes   occur  within  specific   around  customer   /meframes   support   ©  2010  -­‐  2012  Constella/on  Research,  Inc.    All  rights  reserved.      

Notes de l'éditeur

  1. The image is being used via Creative Commons: http://www.flickr.com/photos/prawnpie/150930019
  2. The image is being used via Creative Commons: http://www.flickr.com/photos/jeffweston/2572155331
  3. http://www.free-hdwallpapers.com/wallpapers/abstract/214367.jpg
  4. The image is being used via Creative Commons: http://www.flickr.com/photos/renedepaula/4473232892/
  5. The image is being used via Creative Commons: http://www.flickr.com/photos/neonman/2693639551
  6. The image is being used via Creative Commons: http://www.flickr.com/photos/iancarroll/4856006353/
  7. So, discovering information about people is nice, but now start to layer in what those people are doing.What they are reading or writing.Questions they are asking.Ideas they are sharing.Photos and videos.
  8. With all these people creating all this content, we need ways to interact with it all, which leads to what I call “the new verbs”The new verbs are actions like bookmark, like, +1, share, retweet.These actions make it simple to put your stamp of approval on objects, inform the owners or creators that you approve.These simple gestures make it easy for people to get a sense of what is popular and what is now.For example, a blogger can now easily tell which posts people liked and shared with others.You don’t get that type of social analytics with email!
  9. The image is being used via Creative Commons: http://www.flickr.com/photos/didmyself/6530389351
  10. The image is being used via Creative Commons: http://www.flickr.com/photos/gre/130267790/
  11. The image is being used via Creative Commons: http://www.flickr.com/photos/kyknoord/5333012356The image is being used via Creative Commons: http://www.flickr.com/photos/generated/501445202
  12. The image is being used via Creative Commons: http://www.flickr.com/photos/smithser/3870653508/
  13. The image is being used via Creative Commons: http://www.flickr.com/photos/atoach/6014917153/Walled gardens are not necessarily bad.Work gets done in enterprise applications, despite being “silos”. Sales gets done in sales toolsMarketing gets done in marketing toolsDevelopment gets done in development tools, etc.Let’s add social to those, not that to social
  14. https://www.youtube.com/watch?v=cDNl91C9NcIhttp://www.aug.st/ August Video Production (South Africa) - Francois BothaIntegrate customer records (CRM) + project status (tasks) + invoicing
  15. Redefining Customer Engagement Lifecycle
  16. Used under creative commons: http://www.flickr.com/photos/shawdm/820926627/
  17. The image is being used via Creative Commons: http://www.flickr.com/photos/didmyself/6530389351
  18. http://www.flickr.com/photos/theevilmightyf/2717934672
  19. http://www.flickr.com/photos/teegardin/5737823348/http://www.flickr.com/photos/didmyself/6530389351
  20. The image is being used via Creative Commons: http://www.flickr.com/photos/visualpanic/2695165112
  21. The image is being used via Creative Commons: http://www.flickr.com/photos/pulpolux/335754959
  22. The image is being used via Creative Commons: http://www.flickr.com/photos/29487767@N02/3338900345/
  23. The image is being used via Creative Commons: https://www.flickr.com/photos/aaronknox/5237937436
  24. The image is being used via Creative Commons: http://www.flickr.com/photos/mytudut/5188623575/
  25. Gambit of services from social media monitoring, to external communities, to marketing campaign management, to analytics, to full customer serviceStartups to huge vendorsIBM = Cognos and UnicaSalesforce = Radian6Oracle = RightNowSAP = NetbaseHP = Autonomy