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Confluence & JIRA Community Day 2013
Introducing Confluence as corporate collaboration platform

Slide 1

11/21/2013

Stephan Hezel

Services
Confluence & JIRA Community Day 2013 - Endress+Hauser

Table of contents
•
•
•
•

The Endress+Hauser Group
Start Situation
Approach
Outcome

Slide 2

11/21/2013

Stephan Hezel
Products

Solutions

The Endress+Hauser Group
• Introducing
“People for Process Automation”

Slide 3

11/21/2013

Stephan Hezel

Services
Confluence & JIRA Community Day 2013 - Endress+Hauser

Our fields of activity
Wherever you are, whatever you do:
you are surrounded by products manufactured
by the process industries
Thanks to process engineering, substances
can be modified, merged or transformed,
for example by:
• mechanical processes
• chemical and biochemical reactions
• impact of heat

Slide 4

11/21/2013

Stephan Hezel
Confluence & JIRA Community Day 2013 - Endress+Hauser

Our offering
We provide instruments and systems for tasks
in the field of
• Level measurement
• Flow measurement
• Pressure measurement
• Temperature measurement
• Analytics
• Data acquisition
• Sampling

Slide 5

11/21/2013

Stephan Hezel
Confluence & JIRA Community Day 2013 - Endress+Hauser

Our structure

•
•
•
•

Holding company in Reinach, Switzerland
21 production facilities in 12 countries
Sales centers and representatives in more than 100 countries
Regional sales support centers

Slide 6

11/21/2013

Stephan Hezel
Products

Solutions

Start Situation

Slide 7

11/21/2013

Stephan Hezel

Services
Confluence & JIRA Community Day 2013 - Endress+Hauser

Starting situation – challenges
• Decentralized organization
• Forced for internal competition
• Less communication, cooperation
• Information, communication silos
• No common platform (except intranet)
• No central tool where everyone can contribute
• No common file share vs. N- file shares
• Team Rooms well-established
• E-Mail in use for every kind of collaboration
Slide 8

11/21/2013

Stephan Hezel
Products

Solutions

Approach

Slide 9

11/21/2013

Stephan Hezel

Services
Confluence & JIRA Community Day 2013 - Endress+Hauser

Bottom-up approach
• Bottom-up idea enables central wiki (confluence installation)
• Pilot since 2009: 5000 pages available within some month
• Representative user group with key user in some locations
(mainly Marketing, R&D, IT)
 Critical mass reached
 Pages, number of user and support requests grew
 No information structure, strategies, rules and responsibilities,

perception within the entire Company

Slide 10

11/21/2013

Stephan Hezel
Confluence & JIRA Community Day 2013 - Endress+Hauser

“Wiki” Rollout Project
• July 2011: Group project started
• 40 Members out of different entities,
disciplines, countries
Integration
• Prepare a roll out forLifetime
the Endress+Hauser Group
Framewok
& ensure sustainable operation

Communication
& Education

Slide 11

11/21/2013

Stephan Hezel

Structure
& Rights
management
Confluence & JIRA Community Day 2013 - Endress+Hauser

Project outcomes
• Name change wiki Clue (Collaboration Blue, hint)
• Redbook (SSO, Welcome Layer, Navigation)
• Concept (Governance Book) for
• Targets
• Processes
• Organizational concept (roles)
• Lifecycles
• Quality concept
• Further development of the system
• Core Group

Slide 12

11/21/2013

Stephan Hezel
Confluence & JIRA Community Day 2013 - Endress+Hauser

Rollout
• Advertising in internal magazines, intranet
• Selection and introduction of Local Responsible
• Organized local rollouts (training, info-meetings, workshops)
• Go Live July 2012 with “Big Bang”:
• Adopted system
• “Teaser Video”
• Intranet page
• Online tutorials
• Magazines
• Rollouts

Slide 13

11/21/2013

Stephan Hezel
Products

Solutions

Outcome

Slide 14

11/21/2013

Stephan Hezel

Services
Confluence & JIRA Community Day 2013 - Endress+Hauser

Current facts and figures
Clue Usage Statistic
140'000

Rollout Phase

120'000

100'000

80'000

Page views
Page growth

60'000

Page creation

40'000

20'000

0
Okt Dez Feb Apr Jun Aug Okt Dez Feb Apr Jun Aug Okt Dez Feb Apr Jun Aug Okt Dez Feb Apr Jun Aug
09 09 10 10 10 10 10 10 11 11 11 11 11 11 12 12 12 12 12 12 13 13 13 13

Pilot
Slide 15

Go Live
11/21/2013

Stephan Hezel
Confluence & JIRA Community Day 2013 - Endress+Hauser

Current use cases
• Collaborative
• Project documentation
• Error recording / Experience collection
• Continuous development of IT tools
• Continuous development of processes (technical documentation,
social media etc.)
• Writing user manual
• Preparing marketing material
• Preparing Group Standards
• Platform development
• Organizing Events

Slide 16

11/21/2013

Stephan Hezel
Confluence & JIRA Community Day 2013 - Endress+Hauser

Learnings (I)
• Rollout and Acceptance 
• Rollout where needed  Focus on promotion
• Clear responsibilities in entities  Self responsibility
• Target orientated rollout = sustainable  use case absolute necessary
• Implementation of Clue into daily work  move work to Clue

• Involvement 
• Involve early  Talk to people
• Collect feedback, visualize and save  Documentation

Slide 17

11/21/2013

Stephan Hezel
Confluence & JIRA Community Day 2013 - Endress+Hauser

Learnings (II)
• Need for 
• Acceptance from management
• Use cases have to be analyzed
• Simple and general adoptable use cases
• Implementation into processes  “Group Standards”

• Organizations need time 
• Time for Change management: Communicate clear and consistent,
stick to the messages
• Adoption: Every company is different
• Keep listening and developing

• Lifecycle  still an open topic
Slide 18

11/21/2013

Stephan Hezel
Products

Solutions

Thank you very much for your attention

Slide 20

11/21/2013

Stephan Hezel

Services

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CCD 2013: Einführung von Confluence Wiki als Collaboration Plattform

  • 1. Products Solutions Confluence & JIRA Community Day 2013 Introducing Confluence as corporate collaboration platform Slide 1 11/21/2013 Stephan Hezel Services
  • 2. Confluence & JIRA Community Day 2013 - Endress+Hauser Table of contents • • • • The Endress+Hauser Group Start Situation Approach Outcome Slide 2 11/21/2013 Stephan Hezel
  • 3. Products Solutions The Endress+Hauser Group • Introducing “People for Process Automation” Slide 3 11/21/2013 Stephan Hezel Services
  • 4. Confluence & JIRA Community Day 2013 - Endress+Hauser Our fields of activity Wherever you are, whatever you do: you are surrounded by products manufactured by the process industries Thanks to process engineering, substances can be modified, merged or transformed, for example by: • mechanical processes • chemical and biochemical reactions • impact of heat Slide 4 11/21/2013 Stephan Hezel
  • 5. Confluence & JIRA Community Day 2013 - Endress+Hauser Our offering We provide instruments and systems for tasks in the field of • Level measurement • Flow measurement • Pressure measurement • Temperature measurement • Analytics • Data acquisition • Sampling Slide 5 11/21/2013 Stephan Hezel
  • 6. Confluence & JIRA Community Day 2013 - Endress+Hauser Our structure • • • • Holding company in Reinach, Switzerland 21 production facilities in 12 countries Sales centers and representatives in more than 100 countries Regional sales support centers Slide 6 11/21/2013 Stephan Hezel
  • 8. Confluence & JIRA Community Day 2013 - Endress+Hauser Starting situation – challenges • Decentralized organization • Forced for internal competition • Less communication, cooperation • Information, communication silos • No common platform (except intranet) • No central tool where everyone can contribute • No common file share vs. N- file shares • Team Rooms well-established • E-Mail in use for every kind of collaboration Slide 8 11/21/2013 Stephan Hezel
  • 10. Confluence & JIRA Community Day 2013 - Endress+Hauser Bottom-up approach • Bottom-up idea enables central wiki (confluence installation) • Pilot since 2009: 5000 pages available within some month • Representative user group with key user in some locations (mainly Marketing, R&D, IT)  Critical mass reached  Pages, number of user and support requests grew  No information structure, strategies, rules and responsibilities, perception within the entire Company Slide 10 11/21/2013 Stephan Hezel
  • 11. Confluence & JIRA Community Day 2013 - Endress+Hauser “Wiki” Rollout Project • July 2011: Group project started • 40 Members out of different entities, disciplines, countries Integration • Prepare a roll out forLifetime the Endress+Hauser Group Framewok & ensure sustainable operation Communication & Education Slide 11 11/21/2013 Stephan Hezel Structure & Rights management
  • 12. Confluence & JIRA Community Day 2013 - Endress+Hauser Project outcomes • Name change wiki Clue (Collaboration Blue, hint) • Redbook (SSO, Welcome Layer, Navigation) • Concept (Governance Book) for • Targets • Processes • Organizational concept (roles) • Lifecycles • Quality concept • Further development of the system • Core Group Slide 12 11/21/2013 Stephan Hezel
  • 13. Confluence & JIRA Community Day 2013 - Endress+Hauser Rollout • Advertising in internal magazines, intranet • Selection and introduction of Local Responsible • Organized local rollouts (training, info-meetings, workshops) • Go Live July 2012 with “Big Bang”: • Adopted system • “Teaser Video” • Intranet page • Online tutorials • Magazines • Rollouts Slide 13 11/21/2013 Stephan Hezel
  • 15. Confluence & JIRA Community Day 2013 - Endress+Hauser Current facts and figures Clue Usage Statistic 140'000 Rollout Phase 120'000 100'000 80'000 Page views Page growth 60'000 Page creation 40'000 20'000 0 Okt Dez Feb Apr Jun Aug Okt Dez Feb Apr Jun Aug Okt Dez Feb Apr Jun Aug Okt Dez Feb Apr Jun Aug 09 09 10 10 10 10 10 10 11 11 11 11 11 11 12 12 12 12 12 12 13 13 13 13 Pilot Slide 15 Go Live 11/21/2013 Stephan Hezel
  • 16. Confluence & JIRA Community Day 2013 - Endress+Hauser Current use cases • Collaborative • Project documentation • Error recording / Experience collection • Continuous development of IT tools • Continuous development of processes (technical documentation, social media etc.) • Writing user manual • Preparing marketing material • Preparing Group Standards • Platform development • Organizing Events Slide 16 11/21/2013 Stephan Hezel
  • 17. Confluence & JIRA Community Day 2013 - Endress+Hauser Learnings (I) • Rollout and Acceptance  • Rollout where needed  Focus on promotion • Clear responsibilities in entities  Self responsibility • Target orientated rollout = sustainable  use case absolute necessary • Implementation of Clue into daily work  move work to Clue • Involvement  • Involve early  Talk to people • Collect feedback, visualize and save  Documentation Slide 17 11/21/2013 Stephan Hezel
  • 18. Confluence & JIRA Community Day 2013 - Endress+Hauser Learnings (II) • Need for  • Acceptance from management • Use cases have to be analyzed • Simple and general adoptable use cases • Implementation into processes  “Group Standards” • Organizations need time  • Time for Change management: Communicate clear and consistent, stick to the messages • Adoption: Every company is different • Keep listening and developing • Lifecycle  still an open topic Slide 18 11/21/2013 Stephan Hezel
  • 19. Products Solutions Thank you very much for your attention Slide 20 11/21/2013 Stephan Hezel Services