So you want to start on a social journey? What lies ahead of you and what are the ways that you need to prepare? It’s said that a journey begins with a single step but sometime it takes much more than that, so in this talk we’d like to share with you some lessons we learnt while implementing Yammer, because we all know that it’s doesn’t “just work”.

1. Social Journey: Lessons Learnt
Implementing Yammer
Pablo Peris
Project Manager
Raona
@PabloPeris
Pablo.Peris@raona.com

2. Who am I?
I am a Spaniard living between London and Barcelona since 2010.
I am a Project Manager and a specialist in SharePoint.
I work for a Microsoft Partner ( ) with offices in London.

3. Why Am I here?
SPSUK Attendee for the last three years…
My time to return something to this community.
A lot of Intranets built but…
Involved in our first ‘midsize’ implementation earlier this year
It was fun, but not really straightforward
I wish I could have seen this presentation last year…
We know a lot about how good is
but we don’t really know how to make it work.
A lot of theory but a lack of shared experiences…
Yes, is a great source of info but sometimes not enough.

4. What Am I Going to Speak About?
Part 1: Social Journey
What is it exactly? 7 slides crash course
Where do we start from? Methodology and Documentation
Part 2: Implementing Yammer
What was supposed to happen – Workshops and Project Plan
What actually happened – Reality bites and Technology Barriers
Part 3: Lessons Learnt for Future Projects
Conclusions and Takeaways
20´
30´
10´

5. The Social
Journey
by

6. crash course
Social Journey – What is this?

7. Our Methodology- A Social Journey
Focused
Systematic
Proven
Iterative

8. Brainstorm the
possibilities within
your company, and
outline your
organization’s high-
level goals and
objectives in
particular.
Target and prioritize
opportunities for
business value to
support your
overarching vision
and goal.
Put your prioritized
social
initiatives into
practice. Outline a
plan for adoption
and engagement.
This phase is about
executing on your
plan and bringing
your network to life,
through a network
launch,
engagement
activities, and
community
management.
Achieve real
business relevance
by measuring your
success qualitatively
and quantitatively.
Use engagement
data to support
your findings.

9. Do you have the right factors for success?
Effective Community Management
Are the right people involved?
Executive Support & Participation
Will this be an official channel for
collaboration?
Communication & Training
What do you want from your network,
and how it should be used?
Integrations
Is Yammer connected to your current
platforms?

10. % of
engaged
users
Yammer begins to
spread virally
People leave
(no value)
TimeSoft Launch Hard Launch
Without adequate training,
community Management,
& Business value
Why are Use Cases so Important?

11. % of
engaged
users
Supported w/ Training and
Community Management
Without adequate training
and community Management
Formal
launch
Yammer begins to
spread virally
People leave
(no value)
Identify and
develop use
cases
TimeSoft Launch Hard Launch
Why are Use Cases so Important?

12. Use Case Attributes
A “Use Case” is simply a defined way of using Yammer to accomplish a goal or complete a task.
Define the use cases broadly enough to support the larger goals.
Define the use cases granularly enough to show direct impact on specific groups.
Attributes
Low Barrier
• Business processes that do not need highly specialized
workflow tools.
• Business processes that rely on colleagues co-
collaborating.
Part of the Workflow
• Part of regular activity
• It is where the work, communication, and decisions
around the work happens.
Visibly Demonstrable
• Work is transparent to many and enticing to emulate.
• Involves enough people to demonstrate meaningful
exchange of information.
Engaged and Committed
• Commitment from leaders, use case leaders, and business
users to participate.

13. Use Case Example:
Share market intelligence
Description
The sales team needs to capture and share market intelligence with the rest of
the organisation, often in the form of photos, relating to clients and competitors
(new products, marketing material, points of sale, etc.).
Current situation
The process is overly long and complicated, meaning that not enough market
intelligence is shared. The area of the intranet designed to host this type of
information is rarely visited by the rest of users and cannot be accessed from
mobile devices.
Solution
Take photos with mobile devices and upload them to Yammer to the ‘market
intelligence’ community in less than 30 seconds.
Advantages
• More information about the market and competitors
• Comments and feedback
• Easy to find
• Easy to upload and view information from mobile
devices.
Success metrics
• # of people who have uploaded information
• # of photos uploaded compared to current number
• # conversations generated within the community
• User surveys
Person responsible & timescale
• Sales Director
• Launch on 30 May
Marketing & Sales Department

14. • Employee Connections
• Culture Initiatives
• Sharing Industry Articles &
News
• Replace Meetings
• Team & Department FAQs
• Employee Recognition
• Any business-related function or
task done more efficiently
• Co-creating content
• Sharing best practices & lessons
learned
Use Cases Spectrum Examples

17. Methodology and Implementation
Where To Start?

20. Find the right documents and templates for
your specific scenario.
Ask in YCN in case of doubts…

21. Implementing
Yammer in
Retail

22. Project Team
3 People from
Internal Communications Team Consultant
IT Support Representative Yammer Support

24. Key User
Yammer and Project Intro
Use Cases Discovery
Map to value
Choose Use Cases
Why do we need to implement Yammer?
How does it help the company vision and
strategy?
How is Yammer going to transform the way we
work?
How will we know if it really works?
What is the real benefit to me and to the
company?

25. USE CASE:
Owner: TARGET TEAM:
2. OBJECTIVES
4. STEPS IN YAMMER3. SUCCESS CRITERIA
PHASE:
1. CURRENT CHALLENGE

26. Map to Value
EASE OF IMPLEMENTATION4. AVOID
STRATEGICALIGNMENT
2. QUICK WINS
1. INITIAL SUCCESSES3. BUSINESS TRANSFORMATION

28. Month 1 Month 2
Yammer
Committee
Use Cases
IT & Social
Governance
Training and
Communication Plan
Key Users
FullLaunch
Three Month Roll-Out Plan
Define Vision
and Pilot
Groups
Groups creation, invitations and communication
to Pilot users
Presentation to
Groups
Terms &
conditions
Feedback, survey and review of
first results
Training
Communication during the Worldwide Event
Yammer Activation &
Technical Enablement
User Activation Entire Company
Communication
Campaign
Social Governance & Policy with Steering Committee
New use cases
Design + Naming
Integration with
the Intranet and
Newsletter
Integration and
SSO
Define future groups
and implementation
plan
Presentation to CEO and board members
Naming
User Activation for Pilot
Members
Month 3

29. CRISIS: Users without AD account and SSO errors

30. CRISIS: Users without AD account and SSO errors

33. Yammer
Committee
Use Cases
IT & Social
Governance
Training and
Communication Plan
Key Users
FullLaunch
Three Month Roll-Out Plan
Define Vision
and Pilot
Groups
Groups creation, invitations and communication
to Pilot users
Presentation to
Groups
Terms &
conditions
Feedback, survey and review of
first results
Training to
BP and CI
Communication during the Worldwide Event
Yammer Activation &
Technical Enablement
User Activation Entire Company
Communication
Campaign
Social Governance & Policy with Steering Committee
New use cases
Design + Naming
Integration with
the Intranet and
Newsletter
Integration and
SSO
Define future groups
and implementation
plan
Presentation to CEO and board members
Naming
User Activation for Pilot
Members

35. Management Worldwide Event Plan
Event agenda and directions. Rules of Use and basic manual
First Challenge: What would you ask the presenters?
Second Challenge: What would you do in 2015 if you were the CEO?
Live coverage of talks and presentations: videos, notes, pictures, etc.
Group Activities: Colleagues inform each other on what they are doing
Praise with feedback to those with special initiatives or ideas
Publishing all presentations and videos only in Yammer
Publishing comments and feedback for next year
DURING
BEFORE
AFTER

36. Great Success! Why did it work?
Content available only in Yammer
Well defined Communication Plan
Onsite IT Support
Summaries for all the important talks posted as notes in Yammer
Pictures and real time info posted by the Internal Comms. Team
CEO posted his replies to: What would you do if you were me?
Most of the managers requested their own groups
Videos and summaries were published also through Yammer
Fun and laughs with ‘party pictures’ and ‘out-takes’

37. Some ‘minor’ glitches
How to achieve ‘Zero Email
Notifications’ by default?
How to force the announcements to
be pinned to the top?

38. Warning: Mobile versions restrictions
No access to files - Who ‘liked’ the post is not visible - Clumsy interface - Access to groups

39. Lessons
Learnt

40. All documentation was right
Follow Yammer Advice. Join YCN. Use Office365 support.
Read the documentation available.
It’s 80% culture change, 20% Technology.
Don’t underestimate technology
Understand your users and devices.
Plan in advance: SSO, provisioning, integration, policies, etc.
Set-up expectation: Announcements, branding, naming, login.
Factors for a successful journey
Vision, Sponsorship, Integration and Community Management.
Start small. Green Dots Approach.
Focus on initiatives people really care about.
Learnt For Future Projects

42. Thank You to Our Sponsors!