Social KM workshop

HOW TO CREATE A
KNOWLEDGE SOCIAL
NETWORK ACROSS YOUR
ORGANIZATION
USING SHAREPOINT 2013, OFFICE 365 AND YAMMER

Nicolas Georgeault
SharePoint Senior Architect
@Negotium Montreal
20 years of experience in IT
13 with SharePoint
5 as a SharePoint MVP
Co-author of Microsoft SharePoint Server
2010 et 2013 French books
• Email/Yammer: ngeorgeault@negotium.com
• Twitter: @Ngeorgeault
• Blog: http://blog.georgeault.co /
http://www.itlounge.ca
Event Hashtag: #SPNYC

Negotium Technologies
•Negotium provide software applications and IT
services that focus on improving business
processes, connectivity, collaboration, and
infrastructure and business model evolution.
• Founded in 1992
• Headquartered in Montreal, QC
• 1400 customers in Canada, U.S. and Europe
•Our products
• Negotium and Emporium: B2B connectivity solution
• Prelude ASN: Delivery notice creation and delivery solution
• Numerium: OCR solution for optimizing administrative processes
• Oceanik: Multilingual SharePoint manager
• Attribute: SharePoint document manager
• Bridgepoint: Microsoft Dynamics solutions connector
http://www.negotium.com

Connect on
https://www.yammer.com/itpronetwork
« SP for Internal Communication » Group

Agenda
•How to choose between SharePoint 2013 and
Yammer to start your Social Network
initiative?
•How to use Yammer in SharePoint Online and
On-Premise?
•What your Corporate Social Graph is and how
to use it to optimize your Knowledge
Management process?
•How to create a central search experience as
the base of your Corporate Social Graph?

Most principal fears for
companies…

This is what we were
thinking about Email
(only) 20 years ago…

Line chart showing
Social > Email
2009
Social Network Vs Email
Time
#Users
Social Network
Email
Sources: Comscore, Forrester Research 2013

Line chart showing
Social > Email
Social Network Vs Information Portals
Time
Timespentonline
Information Portal
Social Network
2011
Sources: Comscore, Forrester Research 2013

How to choose between
SharePoint 2013 and Yammer?

Social with Yammer + SharePoint

Agile and Adam Pisoni Concept
« Fail Fast… »
to learn and improve quickly

Use Yammer if...
• ... No legal constraint applies to your profession.
• ... Collaborate with external partners or customers is
one of your essential needs.
• ... You need a way to facilitate collaboration and
improve visibility within your organization.
• ... Company discussions are enclosed in email, but you
want to immediately increase the visibility of a topic or
conversation.
• ... You want to use a hashtag # to initiate participation
in real time and sharing in a corporate event such as a
meeting or a product review.
• … You start from scratch.

Use SharePoint if…
•... If the legal constraints related to your
profession prohibits the presence of data in the
cloud.
•... Your business policies restrict content sharing
or discussion of intellectual property outside of
approved or well-managed system groups.
•... You want to create a “practice community" in
a unique user experience by using same sites
models, same information architecture, and Web
Parts that the rest of your SharePoint portal.
•... You already have a functional SharePoint
portal.

Social data migration
•Yammer offers a complete export data in CSV
format.
•SharePoint:
•2010: Social databases are dedicated
•2013: social data are distributed in content
database
•No current possibility to import data into
Yammer

Using Yammer in SharePoint
Online and On-Premise?

Integrate Yammer in SharePoint
•Present any Yammer feeds in a SharePoint
Page
•Present company or group activities in the
SharePoint context without switching to
another tool
Install
Yammer App
Add Yammer
feed to « My
Site »
Add Yammer
feed on any
team site

Yammer Feed in SharePoint 2010

Knowledge
The knowledge can be defined as
‘an organized body of facts,
principles, procedures and
information acquired over time’. (N.
Blanchard and J. Thacker, 2009)
knowledge refers to what individuals
or teams of employees know or know
how to do (human and social
knowledge) as well as a company’s
rules, processes, tools, and routines
(structured knowledge). (R. Noe, 2008)
To remain competitive companies need
to develop strategies to retain
knowledge from older workers and
transfer it successfully to other
employees in the corporation. (T. Calo, 2008)
“As the Baby Boomer generation
prepares for retirement, many firms want to
be sure that the knowledge and experience
gained by the current leadership does not walk
out the door when they do” (S. Glick, 2007)

Knowledge versus Know-how
•For 20 years, document is considered as THE
reference
Document by nature
Information Data
Information
Knowledge
sense
structuration
Knowledge
Knowledge
Knowledge
Knowledge
Know-how
logic
understanding emotional knowledge
memory
Experience

Multiple sources
1. Create an Enterprise Big Data
2. Use Graph features brought by Social Tools
Communication
$
$
#
#
$

Connect your systems …
•Form a cloud of data
from existing systems
to better exploit your
information.
•Avoid errors during
copying of data
between systems.
•Using SharePoint as a
data bus
Big
Data
ERP
CRM
Discussions
Diffusion
Collaborati
on
Documents

1. Improve your Search engine
•Use what you got first… No additional license
cost
•Create additional Search Pages to enrich the
Search experience
•Open Graph and Office Graph use Search engine
•SharePoint Search, Yammer Search or PowerBI
Search?
•Connect on your applications and crawl the
content
•Federate Search between your applications

2. Start you Enterprise Social Network
•Create a Business uses catalog to resolve
concrete business situations
•Even if you are using SharePoint Social
Features… Jump In! Think about Community
template
•Integrate social in processes to increase
adoption instead of Emails. Ex: Communicate
with some partners
•Start small but think BIG… But Start!

Business uses catalog example
 Corp
 Manage Corporate
Communication
 Expertise Identification
 Partners communities
 Event management
 Marketing
 Customers
communities
 HR
 Collaborator
Emboarding
 Collaborators
Engagement
 Training and personal
development
 Retail
 Point of sales
communities

3. Give the right tool to your users
•Empower your users with efficient tools
•Knowledge stored in an Email is lost or
unusable for the rest of the company
•Ex: Use Harmon.ie third party tool to break
habits and the Email silos
•Think Mobile First for your tools. More than
50% of conversations will not happen at the
office.

51
Documents &
Content
Social and Contact
Information
Unified
Communication
Business
Application

harmon.ie
Your Collaboration Apps in One Screen… Everywhere You Work
In the Office
In your Outlook
On the road
In a Mobile App
On the run
In a Mobile App
Wherever
In Outlook Web App

harmon.ie
Your Collaboration Apps in One Screen… From any device
Android iOS BlackBerryWindows
Phone

4. Provide some default Dashboards
•Extract data from your graph to generate
Excel and PowerBI data sources.
•Visio Services are already part of your
product… Use it!
•Some of these dashboards already exists…
Just use it!
•Yammer dashboards with PowerBI
http://blogs.msdn.com/b/richard_dizeregas_
blog/archive/2014/04/09/yammer-analytics-
with-excel-and-power-bi.aspx

Social Knowledge TM
– Larry Page

Corporate graph – Adam Pisoni

Yammer and the Corporate Graph
Corp. Graph is not just about people
All application and all information can
be connected

Just a quick exemple
Command
in Dynamics
Customer in
CRM
Contact in
SharePoint/
Yammer
Monthly
sales in
PowerBI
Discussion
in a
Yammer
Feed
Cross-
Selling
Opportunit
y
OneDrive to
share
documents
Sales
contact in
CRM/Share
Point
Expert
identified in
SharePoint/
Yammer

With dimensions…
Command
in Dynamics
Customer in
CRM
Contact in
SharePoint/
Yammer
Monthly
sales in
PowerBI
Discussion
in a
Yammer
Feed
Cross-
Selling
Opportunit
y
OneDrive to
share
documents
Sales
contact in
CRM/Share
Point
Expert
identified in
SharePoint/
Yammer
Command
in Dynamics
Discussion
around
same needs
Expert
identified in
SharePoint/
Yammer
Cross-
Selling
Opportunit
y

Yammer can easily integrate with…
•Online or on-premises applications
•Embeddable plug-ins
•REST Application Programming Interface (API)
•OpenGraph-enabled social apps

Yammer Embeddable Plug-ins
•Yammer’s embeddable plug-ins allow
employees to use a single identity and access
the same content across all of their business
applications. Yammer Connect Login: Add the Login Button
to your business apps so that users can log in
with their Yammer accounts.
 Embeddable Feeds: Embed any Yammer feeds
in your existing business apps.
 Like and Follow Buttons: Yammer surfaces
more relevant content based on the objects
that users Like and Follow.
 Yammer App Directory: There are many
business apps that connect with Yammer,
including the ones listed to the right.

The Yammer REST API
•Yammer’s REST API provides a secure HTTP
interface that allows you to easily add social
services to enterprise applications.
• The REST API helps you easily post messages or activity
updates from any platform due to the basic dependencies.
• Using the Data Export API, you can archive content from your
Yammer network. This can help meet compliance requirements,
or facilitate your own custom analysis of Yammer data.
• Reporting on data such as group memberships can provide
useful insight to community managers and for custom reports.
• Social networks have become increasingly important as a way to
sign users into applications. Implementing Sign-On with Yammer
using OAuth and REST helps you to improve the user experience
of your applications.

Start working like a Brain
•A connectome is
a comprehensive
map of neural
connections in
the brain, and
may be thought
of as its "wiring
diagram". -
Wikipedia

Start small
•But think big
•Short iterations to
give more visibility to
your improvements (3
months).
•Spread the word
about successes!!!

Start following
#EnterpriseBrain
@ngeorgeault

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