The core competency here is in terms of facilitating relationships and communications between different parties. There are in fact many different types of interactions that this role takes on. In as such, this means they participate as a part of many different role-interaction patterns. This is significant since when such patterns are frequent and repeated, it becomes almost transactional, and therefore measurable. If you need the example of a more common role-interaction pattern: think of a support call from initial contact to completion after a solution or resolution has been reached and the customer is verified as satisfied. Each such complete interaction has a measurable value; or you could also measure it in terms of cost or time it took to conduct that interaction end-to-end. Finally, you could also measure it in terms of quantity of those interactions actually reaching completion rather than partial or incomplete resolutions (likely meaning an unhappy customer left hanging).
The RI patterns for Community managers are of a different sort but the following tables give some suggestions of the kinds of patterns they could participate in.
Table 9.1 -- The Value of Community Managers
Improving relationships with members by providing a human face
to an organization or a large social group
Bringing the value of their own relationships and contact
networks within the organization
Arbitrating conflicts between members, or between the member and the
Coordinating member projects and activities
Serving as a repository of situational knowledge about the
organization, the members, or the content
To the sponsoring organization
Serving as an organizational spokesperson to the membership
Providing a view into the climate
of the members about the topic or purpose (the business climate within the
enterprise, across business partners, or across the industry)
Housing a repository of situational
knowledge about members, the content, or the topic
Encouraging and monitoring
member involvement and participation in the topics that
interest the sponsor
members might have with the organization
describing value or outcomes of the social group
and potential for hires or rehires
Table 9.2 Supporting Customers or Partners
Customers or business partners (public-facing, cross-boundary, third-party)
Marketing or sales
Increasing the number of touches with customers
Identifying customer evangelists and activists
Discovering industry trends and customer interests
Acting as marketing
liaisons to customers
Guiding marketing on
appropriate messaging or tactics
Product development and delivery
Assisting in gathering product requirements from audience
Conducting market research with customers
Identifying competitor activity or offerings
Conducting design tests and product beta-testing
Delivering products to customers online
Customer relations or product support
Providing a human
interface to the organization or social group
Serving as a “finger on the pulse” of audience concerns
Helping partners locate internal representatives or departments
Helping customers find appropriate support resources
Identifying troubled or
There's another table on their roles within the enterprise supporting employee and organizational interactions.
If you are attending Enterprise2.0 conference next week in Boston, here
are some of the events that I will be at. I may session-hop because there is just too much to see. Our BlueIQ Social software adoption
will be all around the event, and even Gina Poole, our VP will be there.
8:30am – 4:15pm, Black Belt Practitioners Workshop
For our social computing metrics system, we have the ability
to see how people act on others contributions. For example, given one person’s
post, we can tell who is sharing, tagging and sometimes reading it, with
identities of all. This can tell us how much a person is impacting those around
them, who and how.
[Note: From an enterprise measurement viewpoint who the
individuals are is not important but you need their ID to key off other
demographics such as their job roles, geographic location, or organizational
location. This might be of interest to each person, but I’m looking at the
gestalt of the organization. Also this is information we are allowed to see per
This leads to several possibilities, given person X’s post.
The first set is diversity of reach:
a)What job roles are consuming their
b)Where in the organization are the
c)Given a single post how much
consumption is happening; and what’s the average per post
On the business level, this can tell us a lot about how
well the organization is connected, and if the expected views of what
job roles rely on others is actually occurring and how much. For example,
sales people working with their sales engineers or seeking domain knowledge
experts. It can show how far they
reach across the organization, and what other roles they connected to that
were not expected. For example, sales people in Slovenia working with
Researchers in Israel.
The second set may look at secondary effects. Given person X
posts, and person Y shares or tags, who is Person Z that eventually consumes it.
a)What job roles (persons’ Z) are
the end consumers
b)Where in the org they come from
c)How much and what’s the average.
d)Is there additional resharing or
This extends the first set by looking at eventual impact
from the source.
So far, I’ve just talked about one path of action from a
creator (source) to a consumer (sink).The next level is to look across many
actions on if there is bidirectional interaction happening between the roles.
This looks for ‘lasting’ relationships based on continued bidirectional
interaction. This can happen in immediate sequence (e.g., I post,
someone replies to me, I reply back, and so on); or it can be delayed
sequence of events (e.g., I post, someone reads/tags it, a week later they
send something else through a different social tool).
Here we are looking beyond immediate or unidirectional
consumption, towards the idea of if people are forming lasting relationships.
Notice for one that I didn’t even say that it was necessary
for people to friend each other before any of this happens. In fact, I think
that friending action while certainly making it obvious is highly variable.
Some people consider friending to identity those who they have lasting
relationships with, but others use it simply to keep track of people they are
watching rather than have any interaction with. The difference lies in the
bidirectional vs. unidirectional relationship there. In other cases, some folks
never actually friend others but certainly interact with them, therefore
indicating a relationship.
Why is this any different than SNA (social network analysis)
tools? Perhaps it’s the limitation of the SNA tools I have found in terms of
the level of demographics and granularity they can show. For example, some do
not show the demographics I need because they simply don’t contain that info,
or don’t understand which demographics are useful for business reasons.
In terms of granularity, most SNA tools can show the
structure for each person; i.e., the relationships and interactions between
person X and those around them, but I need info about the aggregate level of
everyone of one demographic (e.g. job category), and the relationships they
form. This is beyond most SNA tools today.
The biggest part is that it takes a lot of data collection
and number crunching over many, many people to even begin to analyze this. This is beyond System level metrics (how many users, how many documents), or object level (how much activity per person or object), but goes into the meta level that we would like to understand. This is also only one aspect of many others.
On the business side, the goal is to better understand the connections across our organization, and where we can try to focus energies to improve communications or encourage interaction. It is using information from social systems to create a smarter organization. For enterprise 2.0 to become a success, it is not just about empowering individuals to use social computing systems, but it is to make the organization itself function better.
When you consider how relationship development is at the heart of social computing and enterprise 2.0, it should be natural to consider the career and leadership development of your employees in this context. This opens up new areas of thought into what it means to influence and lead others through an entirely digital medium rather than when you have a face-to-face leader. Inmy Forbes article (on Apr 16), I describe it as digital eminence to differentiate from one's leadership activities and capabilities through non-virtual environments--often amusingly referred to as "in real life", IRL for short).
The best way that I have found to describe it is in terms of how do people understand, appreciate and recognize your expertise, knowledge and skills through online interactions. This could be anywhere online, even email and chat, but it becomes more visible in social computing environments. I also like to separate this idea from personal brand building. While conceptually you are actually bringing out how you are different and significant from other people--even perhaps Seth Godin's notion of a linchpin in your organization--brand building also harks of self-promotion and ego-stroking. Digital eminence emphasizes what others think of you and your abilities, which may or may not have anything to do with self-promotion.
A second danger is in trying to quantify what is essentially a qualitative assessment. We should be very careful in considering number of followers, friends in your network, or quantity of posts as an indication of one's digital eminence. When you consider eminence as how you stand out, essentially a comparison versus the aggregate group of others in the same field, it may be seen as a ranking. Similarly, such quantity metrics also reinforce this ranking and rating approach. That raises lots of ethical questions when you look at it per individual.
That aside, the real question is what are you doing about sharing your expertise and skills with others? By doing so, you are building your digital eminence.
Lee Provoost’s post, “Adopting Enterprise 2.0 in large organisations: Fiat or Ferrari?” talks about how people can start with smaller
cars like a Fiat and eventually upgrade if need be to a Ferrari, rather than
wait decades of riding public transportation until they save enough for their
top car. I don’t see the entire negative with public transportation but when it
comes to social software, this ignores a large problem: migrating from one
social software system to another is a lot more complicated than just replacing
the tool itself.
Having seen first-hand several generations of social tools
in our company, and trying to get people to migrate from one existing
environment to a new one, it takes a bit of work to get people to switch to the
new system. A better analogy than cars may be “transportation networks”. In the
US, think about asking people to stop driving and using trains instead.
First of all, change is hard: people become used to certain
features and know how to work it quickly. Unless the new social tool has the exact
same features handled exactly the same, it means new learning, often new
terminology, and trial and error.
Social tools also don’t always make it easy to migrate from
one system to another. So you may also need to reenter your profile
information, preferences, and generally reinstate what you may have already had
People place a lot of content and context into their social
environment, and unless that is all migrated with them too, they may see it as “loosing
their standing in that social environment.” For some this is in the form of
rankings; for others useful or valuable content that they left behind. New
social environments don’t need to start at zero but more often than not, they
are not fully compatible with the old ones or provide different tools and
require different fields; thus, migration is not a simple prospect of
Finally, a new system should probably not only perform better,
but all them to interact in better ways. This also means new features to ask
people to try out. The power of the new social tool may be in those new
features but in maintaining the status quo, many users will keep using what
they know, until enough people have adopted the new features.
These are just a few basic reasons in adoption that make it
difficult to simply “level up” to a new social system. If you run a social
software system in your enterprise, you should certainly not treat it like just buying a new car.
I noticed Hutch Carpenter's (@bhc3) post about this proposed session in Enterprise 2.0 conference where he's talking about different forms of competition. I had to share this excerpt from chapter 4 on Social Tasks of my book on the different forms of working together on a social/collaborative task.
The next step of defining a social task is to consider how members
perform this task collectively. Social software aggregates the behavior or
content from many individuals into overall results or collections of results.
However, you can use different methods to perform aggregation:
- Independent:Members work on the task separately, but the
results are aggregated across all members. Their discrete actions and results
might not be directly visible to others:the results are visible only as an converged aggregate value (for
example, closed ballot voting).
- Autonomous:Members work on the task separately of each
other, and their results are distinctly visible to other members as separate
work. This creates opportunities in which members might benefit from
information that multiple other members share. A collection of divergent results
across the many members or a single convergent result (such as brainstorming on
ideas) can occur.
- Consensus:A group of members works directly together on
the task with the intent to deliver an overall collective result, even
if it’s not unanimous or convergent. Tasks often require analysis, discussion,
and debate to arrive at a collective answer. The ultimate goal is to converge
and deliver a single collective result, but members might not always agree on
one answer and there sometimes produce multiple options as results.
- Deliberative:A group of members works directly together
without the intent or necessity of coming to a consensus on a single result.
These are typically discussions or interactions that can spread out in many
directions, depending on how subsets of members interact.
- Combative:Members must compete against each other to
derive the best result from the group, denying other choices.[i] Unlike consensus forming,
only a single answer is provided from all the choices the group generated.
Glass, Designing Your Reputation System in 10! Easy Steps, IA Summit
2008, Miami, Florida
A discussion on community manager or builder's skills on Twitter incited me to post this list below. The following are various personality traits, behaviors and skills to look for in a Community manager or builder, straight out of my new book, Social Networking for Business (Wharton School Press 2010):
-Listening:A large part of a community manager’s
role is being responsive to the members of the social group, noting their
issues and tone, and having the patience and willingness to put things aside to
pay careful attention to issues and problems.
-Talking:Writing or talking about their experiences,
ideas, events, or other insight in a natural or casual tone helps users get to
know the CMs better. This is not about marketing or making sales pitches, nor
is it an extensive academic or official report.
-Taking notes:Good community managers are always
taking notes, literally or mentally, and saving or organizing them in a
retrievable fashion. In a conversation, they are listening carefully and taking
notes on the key points the other person is trying to make. If CMs need to
write something down, they can ask users for permission to take notes. With
problem issues, CMs might perform the physical act of note taking, either with
pen and paper or through tagging and writing online; mental notes often get
lost or forgotten. The notes saved are helpful in other activities.
relationships:Listening and talking sets
a frame to build relationships with members. This is not just remembering the
names of members, but also paying careful attention to their motivations,
interests, activities, relationships, and other facets of their lives.
remote or virtual interactions:Being
comfortable working in an environment in which you might never physically meet
the users you work with is important. Online environments frequently do not require
a physical office location, giving community managers the freedom to work from
home or other venues. This also means having the responsibility to actually
perform work in such a remote environment and to avoid distractions. However,
this is not exclusive; knowing how to interact with members you have never met
in face-to-face situations is also useful.
members:A good community manager’s personality
engages and energizes the people he or she talks to. These community managers
like to shine the light on others’ activities and bring awareness to such
activities they consider significant.
-Mediating:Within any social group, some degree
of debate or argument eventually will arise. Community managers can play a role
in mediating or arbitrating when things get rough. They don’t need to be the
ones to find every solution:it’s better
if the parties come up with a proposed solution:but they need to be open and seen as neutral.
-Voicing for the membership:Community managers might need to negotiate
with other parties:whether competing
for attention in the same organization or working with other sites, events, or
groups:to bring attention to their own
community or members. Community managers should be able to act as a voice for
the overall group to the sponsoring organization or to other groups.
-Finding a way:CMs must handle a variety of issues—some
I see occurring repeatedly, and others are fairly unique. Community managers
need to have a drive to find a way to solve problems. This means persistence,
intelligence, creativity, social awareness, and more. No template exists for
this role—it requires an instinctual nature of wanting to help people.
I should be getting some early copies of my new book, Social Networking for Business
(Wharton School Press, 2010) straight from the printer/binder just
before Lotusphere. I'm planning on bringing some to hand out at the
event either during lunch--our BlueIQ Social Software Adoption team
will be hosting two tables with signs, so come by and talk to us. We'll
be chatting on just about anything around adoption, how we do it in
IBM, and what you can do with social computing.
If you haven't seen it yet, it is available at, Amazon, Barnes&Nobles or other booksellers around the 24-29th this month. Kindle versions should be out a few days earlier.
It seems so old
school to try to classify social computing metrics but I keep getting the same requests from various internal teams, who are sometimes not familiar with some of the metrics, don't understand
them, or simply use other metrics better suited to Web sites rather
than social sites. A second goal is to evaluate the qualities of
these metrics to determine if they are useful (e.g. using the SMART
analysis approach). A third is to see the relationship of the metrics
to each other—whether there are dependencies, or if some metrics
are more meaningful when reported alongside or compared with others.
To give an idea,
while it's considered outdated by others, some still look for
Pageviews, and Unique Visitors--classic web metrics better suited to
measure how people visit pages, than interaction from social
environments. Similarly, "Interaction" itself becomes
another stopping point for metrics. These are the metrics most
commonly recorded by social software tools: number of posts, the
number of downloads, the number of connection invites, etc.
In working with
our social computing researchers we're also looking at Network Effect
metrics such as the Topics (what people discuss) that come out of the
system, or the ratio of consumption to a person's content
such as marketing teams have an emphasis on Engagement metrics,
considering how much a person is becoming involved in a social
environment, an event, a marketing offering, or other engagements.
Other engagement metrics aren't specific to marketing only. For
example, thought-leadership metrics include the ratings on content
someone has submitted, or how often they have been quoted or
retweeted by others. A more complex one is to determine the Impact a
person has on their target audience.
To go further
along on marketing metrics, these can even build up towards the sales
pipeline—how many interested individuals are there, are they
potential sales leads, have they actually asked for sales info, has
that lead been validated, and then closed. Joe Cothrel, Chief Community Officer of Lithium
suggested similar ideas in an article for Strategy+Leadership magazine back in 2000, on conversion rate from a
visitor to a sale, as applied to social environments.
and sales, there are other indicators that relate to business value
metrics. Some suggestions in a recent email exchange with Dr. Walter
Carl, Chief Researcher of ChatThreads and a member of WOMMA's board on metrics include
cost reduction (using this tool to communicate is a lower cost than
other existing ways), accelerating adoption of any business
philosophies, values or company directives, processes that minimize
lost revenue, etc.
Lots of Metrics,
but what are their qualities?
So what should be
obvious is that there are lots of metrics, categories, subclasses,
variations, and inter-relations that different organizations or even
different teams within the same organization utilize. What
constitutes business metrics and delivered value for one team may not
even be relevant to another. So I'm still surprised when people ask
for a generic ROI methodology.
All the same, the
next step is to look at the qualities of these metrics. I mentioned
the SMART acronym earlier which are basic questions if a given metric
type or unit is:
(specific and targeted to an area of measurement),
data point that can be captured and collected),
(robust data that can be analyzed and utilized by a stakeholder),
realistic, meaningful and consistent measurement),
(current and possible to collect in good time).
all these qualities, there will likely be a problem with either
collecting the data in a way that is meaningful and available in time
for use in a business.
There are other
qualities that I think are important to consider as well:
it scalable in quantity? Can you capture larger and larger volumes
of data or does it become computationally intractable
it apply across social environments of the same type? Is the metric
relevant to a single social environment, or can it apply to many
environments of the same structure (e.g., a discussion forum)?
scalable and still meaningful across different social environments
(e.g. A blog and a forum)?
Does it drive
behavior? Does it encourage that person or other people to interact
credible? Is it a measure that is accepted by other teams,
organizations or even industry-wide?
significant as a performance and/or a diagnostic metric? Performance
metrics are useful for comparisons across like types. Diagnostic
metrics help determine the state of the system.
Is it a
quality metric? That is, counting it does not really describe the
value contained within it, so you need a secondary way of looking at
it helpful to look at it across different demographics? This is very
insightful in some metrics, and just not necessary in others.
I'm sure there are
more relevant qualities, but this is already quite a lot to think
about. These qualities can help decide which metrics are the most
useful or what they can tell us, independently of the others.
is to look at which metrics should be reported alongside each other,
or which ones depend on others directly or indirectly. That's where
things start to get real interesting and much more subjective.
No conclusion here
because this is on-going work trying to map out all these variants of
metrics, but here's to hoping it inspires others to think and work
along these lines.
I tried the MIT Personas site just to see what it would come up for my
name. Basically, it does a Web search for any name you give it and
analyzes the text on a semantic level to find common themes or
categories for content from you or about you (e.g., it might suggest
topics like "sports", "legal", "social", "management", "online", etc.)
How it does this is a little beyond my knowledge of semantic
processing, as well as what practical use this is seems to escape me.
But it's fun. :)
Some issues with it, is that because it searches on people names across
the Web, the content may mistake e.g., one "Luis Suarez" (our own
blog-evangelist) with another "Luis Suarez" (soccer player). It helps
if you have a globally unique name like "Rawn Shah" (so far). Another
problem is that the results may vary depending on how it processes
whatever search results it finds. So, in trying it out three times to
see how close it was, it showed slightly different categories for me
and sized these differently as well.
I can't figure out why the following categories appear since I rarely if ever talk about them: military, religious, religion, genealogy
The trio of Headshift, IDC and Tech4i2 have released their Interim
report on Enterprise 2.0 in Europe. This is a fantastic piece of work in
160 pages. I had time enough go through half of it so far. It covers so many
areas and compiles data on geography and economic production in countries due
to e20. Thanks to @leebryant and @mikejthompson for sharing this.
Here are some of my suggestions and points:
Pg9 Table 3 - Links between participants –
For traditional enterprise aps the “peer or hierarchical”
describes the structure of how people are linked overall, but for E2.0 apps, it
focuses on quality of individual links.
That’s two different concepts.
Option 1: include both structure and quality in each box
-Traditional Apps – “Peer or
hierarchical, if linkage with others is supported at all. Members have to
accept predefined links with others in their workgroup. Strength of linkage
-E20 Apps – “Web of connections.
Members choose who they want to link to, and strength of connection depends on
Option 2: Quality only
-Traditional Apps – Members must
accept predfined links to others in workgroup, and strength of linkage unknown
Option 3: Structure only
-Traditional apps - Peer or
hierarchical, if linkage with others is supported at all.
-E20 - Members choose who they want
to link to, and strength of connection depends on interactions
Section 2.3 pg 10
This should also indicate sources which state that
Organizational Culture and culture change is a key aspect. If you want you can
link to our IBM paper on adoption which stresses that this is not just
technology adoption, but actual work culture change.
I think for the Internal case, its missing: building
employee loyalty, satisfaction and retention. To this take a look at
Salary.com’s 2009 survey of Job satisfaction, particularly at the top reason
“why people stay in a company”: “I like the people I work with”
An Internal>External or perhaps External case is keeping
in touch with former employees/alumni. This is a variant on recruitment. By
having an Alumni community, you may be able to rehire former employees which is
much more cost-effective and faster in terms of integrating into the company.
This saves time and money over hiring completely new people.
Section 2 & 3 overall
There seems to be a heavy reliance on McAfee’s research
only. It’s very one sided. You should cite other sources as well. There are a
whole lot of other researchers in this domain too.
Page17 Communities of Interest
A community of practice is a key component of building a
“Center of Excellence” within organizations around different topics,
technologies, knowledge domains and innovation directions. It identifies
company-wide a select group of subject-matter-experts and organizational
memory. In short developing centers of excellence within organization supports
the overall innovation strategy of the company.
Pg 18 Innovation Management
IBM InnovationJam and IdeaJam system is a managed approach
to ideation and discovering employees interested or committed to bringing
innovative ideas to life. IBM has had various such Jams since 2001 across
different populations: employees only (new product or service opportunities),
employees and family (local community development, and work-life balance), and
employees, customers and business partners (challenging global issues)
Pg 20 Crowdsourcing
An example is BurdaStyle by German publishing company,
Hubert Burda Media. By providing a template system to allow anyone (customers)
to create new clothing designs of their own. This is an example Crowdsourcing
by Template; it generates new ideas that customers can sell to each other or
license to the company Burda itself to produce for the mass market.
See my book “Social Networking for Business” (Wharton School
Press, 2010) Chapter 4 on further details.
Pg20 Customer/Public Engagement
Use more European focused social sites. See ManyEyes and
comScore data on apps per country
This is missing out that E2.0 allows a variety of different
leadership models as microcosmswithin
the overall organization leadership structure. I provide a variety of these
models in Chapter 2 of my book.
The significance is that it creates an alternate dimension
of leadership hidden underneath the official hierarchical structure of the
company. These alternate models can be discovered through Social Network Analysis,
or predefined for individual communities and social environments with different
groupings of employees.
Pg40 Organisational size
One of the most obvious facts most people forget is that on
the Internet, there is practically unlimited population that may participate in
web2.0 environments. However, within an organization, there is a definite bound
of all the employees involved. What this affects is the notion of the Long
Tail: with a bounded employee population adoption need not be a long-tailed graph
at all, since you can determine through metrics data how many people are
involved, and how involved they can get. The graph changes shape significantly.
On the Internet, there is an endless supply of the long-tail on ther otherhand.
Missing is a discussion on the Dunbar number limit that
suggests people are able to at most recall 150 peers or friends, and a closer
look at why that idea is not necessarily applicable in E20 system.
Another actor of the personal social networking is that the
line between work and personal discussions is getting quite blurry. E.g., some
people use their personal Facebook profile to post both personal content and
work related content. It thus becomes harder to tell how people are working
because it requires detailed context to decide if any content posted is work related
Furthermore often employees use their corporate social
environment to casually discuss personal ideas, projects and activities. This
is not a negative, because it creates opportunities for other employees to find
commonality and like-minded peers; in other words it improves chances of
building stronger employee-to-employee bonds.
Pg78 “Eat your own dog-food”
How about “Drink your own Champagne” – a more pleasant
Pg80 Does E20 matter
For 1) or perhaps 3) there are some existing evidence /
studies on the impact of e20 on productivity and growth. See Wu, Lin, Aral and Brynjolfsson
(MIT & IBM)
In looking at @prem_k’s
mindmap on social learning today, I spent a few minutes considering what events
can be measured relative to this topic. Unfortunately, I cannot embed the
diagram in this blog but please take a look at his
I came up with the following measurable elements and
hopefully most are self-explanatory. The mechanics of how you actually measure
these items can very from trivial counting exercises to some fairly complicated
metrics for mapping networks and measuring influence and sentiment. However, I
think most of it has been done before, perhaps just not applied specifically to
learning and pedagogy. So who’s up to that challenge?
I’m also just starting on Marcia Conner (@marciamarcia) and Tony
Bingham’s book, The
New Social Learning(ASTD & Berrett-Koehler, Sep 2010), and I
expect I’ll be learning a lot from it too.
-disemmination relative to origin
(generalized SN diagram)
-disemmination of topics across overall
network (generalized SN diagram)
-rate & velocity of
-Resharing/promoting (e.g. RT,
-Acknowledging/rating (e.g. +1,
-Relationship effects -
Friending/following/connecting, or unfollowing/negative externalities/outcomes
-Searching / search results (text,
tags, social searches)
I’ve increased my attendance at E2.0 by 100% by going two
years in a row; okay, that was a bad metrics joke. The Enterprise2.0 conference in
Boston was the big gathering of customers, analysts, bloggers and
aficionados this year. We’re still debating how many people really attended but
I’m guessing it is around a thousand.
The week began early for me starting with presenting during
the Black Belt practitioner’s workshop on Monday. I’m proud of my fellow
members of The 2.0 Adoption Council who presented the workshops all day long.
There are about 10 speakers, starting in the morning with the effervescent Jamie Pappas (EMC) speaking on
business value; the cheery Megan
Murray (Booz Allen Hamilton) on planning; and myself on adoption. The afternoon
had a several pairs of speakers: Stan Garfield (Deloitte) and Luis Suarez (IBM) on community building;
Donna Cuomo (MITRE) and Ted Hopton
(UBM) on metrics and analysis; Bryce
Williams (Eli Lilly) and Richard Rashty (Schneider Electric) on positioning
tools; and Bart Schutte (St Gobain) and Kevin Jones (NASA) on mitigating risks.
I’m also thrilled so many people stayed from 8:30am till
4:15pm. It really is a fire hose of knowledge, even when spread across so many
hours. These were real issues and scenarios that the speakers have experienced
in trying to bring Enterprise2.0 to life in their own organizations.
Has E2.0 gained ground? I definitely think so. For any idea
to take hold, there needs to be stability in what it means, and increasing
adoption and expression of the notions within it. Seeing The 2.0 Adoption
Council’s rapid growth within just one year (with over 100 member large
companies) worldwide, with active practitioners is one area of social proof.
The other is the reduction of “What is it?” and more of “How do we do it?”
E2.0 seems to be entrenched in the domain of the CIO and IT
organizations. That’s a shame because it really does spread across many
domains. Gautam Ghosh lamented the
lack of attendees or speakers from the HR realm in a few tweets during the
event. Yet many of the talks were certainly around employee behavior and
I have to be honest. There are many things that are still
left unanswered this year. I didn’t expect solutions but I was looking for more
thought on the following ideas:
Surprisingly, I agree with Dennis
Howlett. I don’t think people should be looking for a single answer or
approach to figuring this out. What was being affirmed is that are some
cases of ROI particularly in the external or public-facing environments,
but very rare for internal enterprise 2.0 environments. However, most
examples of an approach to ROI I know are still very specific to scenarios
that cannot be easily replicated. The industry going through its period of
denial – “Don’t try to look for ROI”—but organizations still need that.
and Personally Identifying Information – I raised this last year at the
conference, and it was great that there was at least one session by Carl
Frappollo (Information Architected, Inc) that described the interviews and
study he did early this year on this subject. The focus was very
Euro-centric because of the specifics of several countries there with
intense legal scrutiny in this area.
Carl’s point about organizations along the following interest scale--‘Big
S’ security, ‘small c’ collaboration, and ‘Big C’ collaboration--certainly
described the differing views on the legal fog organizations face.
is about transforming human behaviors at work – More folks are starting to
recognize that it is not trivial to bring communities and other social
environment to life. There were numerous cases talking about adoption
including my own part of the workshop. I’ve heard several different philosophies:
fascist / ‘Hitler’ approach (as described by the speaker) of mandating
that people use these tools;
‘taking the toys away’ – removing alternatives so they have no choice but
to use social tools.
carrot principle through monetary rewards or a point system to purchase
goods – apparently some folks still have that available.
visibility principle – non-monetary rewards but peer recognition (again
surprisingly, from @dahowlett).
get beyond “adoption”’ – This was another sentiment I heard several times,
but I attribute it to short-attention span. The general statement was
‘adoption’ was last-year’s thing, and we needed a new ‘thing’. As evident
from our own experience which my excellent peer Jeanne Murray and I
described, adoption goes through many stages of evolution. Each step
people need new things, and you need new adoption tactics. The big-picture
Enterprise 2.0 doesn’t happen in a year, although you can achieve many
Social Media vs. Enterprise 2.0 – I think people are starting to agree
that working with the external audience entirely is a different context
than Enterprise 2.0. I did hear several questions to this front, so this
distinction hasn’t completely permeated yet.
tend to get weedkiller put on it” – I quote Oliver Marks (ZDNet, Sovos
Group) here. E2.0 adoption efforts without official executive support do
not tend to last long. This goes along with the next realization.
transformation teams even in large companies are small and understaffed –
I made a joke: “For a global organization of about 400,000 people, I think
the right size [for an E2.0 team] is about 7 or 8.”The reality is that most organizations
have only one person working on it if they are lucky. Frankly I think that
this is a recipe for failure because a single person, even with some
volunteer help, would find such an organization-wide transformation truly
monumental. However, this is a catch-22 / paradox: You can’t get more
staff until you can prove its value, but you need people to help you prove
and Medium Businesses have different problems than large organizations – I
heard this brought up only once, but I think it is a very important
statement in reflection of the last point. The large companies, including
our own, can afford to have experts staffed to focus on Enterprise 2.0.
SMBs with only a thousand people or so don’t have that luxury.
has to be something for everyone” – The speaker (I don’t recall who) was
making a point mostly that individuals need to feel the impact to see the
value. However, I want to elevate that the pendulum can’t swing entirely
to focus on the individual. Too much emphasis on gaining organizational
value can lead to poor adoption, but too little focus on it deemphasizes
the business reasons to support such a significant transformation project.
Maturity and Lifecycle models – This was a gaping hole. I’m of the school
of thought that there are many different archetypes for social
environments. Yet, many describe theirs as if it is the answer, or
use their single case to refute other claims. Thomas Van der Wal’s wrap-up on continuing
myths per this conference revisits the participation inequality
principle made famous, but not originated by, Jakob Nielsen—the 90% are
lurkers/readers, 9% are contributers but 1% are intense contributors.
Some activity metrics case studies in our organizations have shown that it
really depends on the goals of the communities. For example, some are
decidedly intended as only an outlet for information albeit in a more
social sphere; others focus on intense rewriting of content.
Yet, these myths persist often because the metrics systems are quite poor,
and they look at the external social media context, not internal
interaction within the organization. A great weakness is the inability to
uniquely distinguish who is participating in a community and the different
forms of participation actions beyond just reads and writes. In the
external world, with the possibility of endless different users, this
might be more of a reality, but within the boundaries of known employees
in org E2.0, the clarity of detail reshapes how we see this. There are
many other factors: affinity to the community, time within member’s
workflow to participate, recognizable value and outcomes for the member,
rhythms of activity.
It will still take a bit of time, or if at all, we can
figure on better patterns of a maturity lifecycle, but let’s not jump to
default conclusions simply because it is easy to remember.
As I mentioned on twitter, my peer Jeanne Murray and I are
presenting a session at the Enterprise2.0
conference in Boston next week that describes an overall view of how we think e2.0 has
evolved in our organization. The focus here is not on the technologies
themselves but on the human capabilities, interests, and mindset as it has
evolved over time. It talks about what we used to think about social computing
and how that as changed or evolved with each stage.
This sort of view on evolution is not something that is
absolutely decisive. With a multinational organization such as ours, it does
not necessarily mean that every corner of the organization is at the same
level. The reality is that many locations are still at Stage 1 while others are
very well into the later stages. We use the stages to describe how some groups
have progressed in their thinking and approach to how they employ social
computing in their work.
I don’t plan to describe the entire presentation here but I
wanted to share the intention of our session and give an example of a stage. In
discussing the idea, Jeanne and I formulated five stages of this evolution:
-Stage 1 – Seeing a need for social
computing in business
-Stage 2 – Recognizing the business
uses and value
-Stage 3 – Bringing people together
into a common frame
-Stage 4 – Building better
-Stage 5 – Shifting the overall
perspective to a dynamic, agile mindset
For example, we entered Stage 2 when the mindset (in stage
1) progressed beyond thinking of social computing as something just for
personal entertainment or for kids into recognizing the business potential.
Within this stage, people have accepted there is a business need, but are still
unsure about how or where it applies in specific use.
The focus in stage 2 is to articulate value and use cases.
To do so, we needed to connect people’s expertise and collect stories of their
successful use cases. The glories of reaching this stage is that people are
starting to become more connected beyond the possibilities of their existing
location and organizational position; there are open networks and freer
exchange of ideas; and new social-enabled tasks are vetted simply the degree of
However, we also saw in this stage that the number of
repositories and ways of describing and sharing expertise were exploding. There
were multiple options for doing tasks in social tools, and people needed
guidance on which ones made most sense. Our wide diversity of tools simply
increased the many streams of information, and often randomness of information
Stage 2 has some people starting to connect, but a
recognition that for enterprise 2.0 to be valuable to the company itself (and
not just on an individual level), we need to consider how we get the larger
organization to do this all together (stage 3). This next transformation
requires looking beyond how individuals benefit from social computing, to how
groups and org units can work as a whole with this system.
Stage 3 then picks up from trying to unite the
infrastructure and tooling, as well as clarifying what to use when.
I hope to see some of you at Enterprise 2.0. Our
session is on Wednesday June 16th at 1-2pm (twitter hashtag #e2conf-34).
We will post the slides next week for others to see as well.
When people think of developing leadership in social
environments, they often think of it in terms of a person developing their own skills
in leadership (1) versus how the group itself executes (2). These are two different things.
In particular, in my chapter on leadership models in Social Networking for Business, it is not focused on #1 individual leadership
skills, but rather on #2, how to consider what the right model is for
leadership in a given social experience. As said many times before, leadership
in a community experience is very different than that in individual social experiences
(e.g., your own blog, or profile page).
In a way, these models are much more “tactical” in the view
that they are what you might apply to one particular social environment
instance (e.g. the Durian-lovers community, Rawn Shah’s blog). These tactical
models may still run for years, and are not necessarily short-term—what we
often equate with tactical situations.
A strategic view, on the other hand, is from the eyes someone
or some team overseeing the Enterprise 2.0 ecosystem of all the social environment
instances. In many cases, they may be looking at thousands or millions of them
within the same organization. In the strategic view, you could consider how
many applications of each of the tactical leadership models exist. This gives
you an idea of how well the people across the organization are ‘skilled’--building their skills per #1 in online social environments--in
working in particular leadership models.
From an employee’s point of view, if you have never worked
in a workgroup of one particular leadership model, it takes a bit of time to
learn and understand how it works. It will require it anyway, because each
instance may have its own particular nuances and variances. However, my point
is that the employee understands the differences in working in different such
tactical leadership models, so they can contribute or lead the group more
These are the soft skills of leadership that we often
talk about, but here in terms of tangible concepts.
Furthermore, from the strategic view, this also shows that
you can have an effective Enterprise 2.0 collaborative system with high degrees
of autonomy, without needing to completely transform the structure of your
overall organization. What the employees are essentially agreeing on is that
within their many online collaborative instances, they will work as agreed
within each instance. The overall organization is still free to change and
transform, but it is possible to be both an open social collaborative organization;
yet still maintain the traditional structure, as long as both covenants allow
and support each other’s approaches and needs.
[Please note: I will replace this post with the recording and file links. ]
A quick note, I’ll be presenting an “Intro to Enterprise 2.0”
to the Univ of Arizona MIS 527 graduate class on Enterprise Information Systems
today. Since folks have asked, I’ve decided to open the presentation to others.
If you are interested in listening, this will be available by telephone and/or
webcast at the following sites.
Topic: Introduction to Enterprise 2.0
Audience: Graduate students, general interest
Start: 12:30pm Pacific Time, 3:30pm ET , Wednesday 4/15/10
End:2pm PT/5pm ET
Note: You can either dial into the audio conference
call or listen to it over the web from the Web conference (in addition to the
slides). The web conference will ask you which one you’re using so it can mute
the audio if necessary.
Please do go on mute (on your phone or press *6) unless you
have a comment, question.
In working recently on the topic of leadership and decision making processes in social environments, I thought I'd clarify something per my book. Quite often I see these decision-making methods split into simple categories--centralized versus marketplace (or distributed)--
when there is so much more. Additionally, the way how people work to produce results is not the same as who is involved in making the decisions.
One milling question from those who’ve looked closely
at my book, Social Networking for Business, is that leadership and decision-making processes seem to appear in two
different areas: the chapter 3 “Leadership in Social environments” and then
later again in the section “Describing the Form of Aggregation” in Chapter 4 on
Social Tasks. I should explain the key differences here.
Chapter 3 focuses on six different common leadership models:
Centralized, Centralized w/ Input, Delegated, Representative, Starfish and
Swarm. These models focus on whois allowed to participate
in the decision making process, set direction for the social group, and select
leaders. These range from those with very strongly centered to very distributed
The Aggregation methods on the other hand describe how
these decisions are made or this work executed: Independent,
Autonomous, Consensus, Deliberative, and Combative. These again are
alternatives to each other to create results.
Independent—Members work on the task separately, but the results are aggregated across all members
Autonomous—Members work on the task separately of each other, and their results are distinctly visible to other members as separate work.
Consensus—A group of members works directly together on the task with the intent to deliver an overall collective result, even if it’s not unanimous or convergent.
Deliberative—A group of members works directly together without the intent or necessity of coming to a consensus on a single result.
Combative—Members must compete against each other to derive the best result from the group, denying other choices.
Certain pairs are more likely to occur: e.g., a swarm is
likely to use the Independent aggregation where only the combined results (voting)
across many members result in a single value. A delegated model is likely to
have autonomous decisions spread across the different domains delegated across
The moral here:
Set the right expectations -- Be clear not only about who
can make the decisions, but also for those who can do so, how they can make
[I should say right ahead that I’m not picking on them
(since I disagreed before), but when many good ideas come across from Hutch Carpenter
and the Spigit folks, sometimes I just have to disagree.]
The article Maslow’s Hierarchy of Enterprise 2.0 ROI on the Spigit blog from last week proposed a framework for a pyramidal hierarchy of needs
aimed specifically at ROI of Enterprise 2.0. They are correct in some ways describing
a pyramid of levels starting at the base with tangible needs and moving up
towards increasingly intangible ones.
I’ve linked to their image here, source Spigit Blog. [I may take this image off
if they ask so but you can generally find it on their blog post]
However, I’m not so sure that it can be so easily applied
here in terms of the levels. For one, Maslow’s theory indicates that humans cannot
focus on the higher levels until the lower levels are satisfied. This would be
nice to conclusively say this of Enterprise 2.0 ROI but I can give examples
where it is very difficult to identify “cost-savings” at the bottom of the pyramid
in a conclusive and replicable way, but easy to identify “employee satisfaction”
somewhere around the middle.
Cost savings is a comparative; you need to determine that it
is most efficient to do things with one or more e2.0 tools than existing or
traditional non-e2.0 processes. The trouble is that this is not systematic
across all e2.0 experiences. It’s not simply a matter of deploying a discussion
forum, for example, to support customers before you start seeing results (even
before you see cost-savings); in fact, there’s no guarantee it will ever become
enough of a social environment where the vendor, partners, other users etc. are
properly supporting the needs of a customer. In comparison, a support workflow,
even if more expensive, has immediate results. Until the social environment
actually does support customers, it is a cost-center.
However, even without knowing cost-savings per Maslow’s
theory, you can use survey instruments to determine employee satisfaction. Qualitative
measures such as “satisfaction” work best by gathering input directly from
people; it’s simply something in their heads that you need to get to. This
means surveys, interviews, and focus groups. However, it does get a metric—which
ROI is—of the level of satisfaction, without ever having to find out if the
social environment creates cost-savings. This is similarly so for “customer
satisfaction,” and I’d argue for “cross-org collaboration” as well.
So, while the idea of relative dependencies and ranking of hard
and soft metrics that indicate some beneficial return, I don’t think this
approach works. The logic has some holes and I wouldn't be able to sell this idea to folks around here.
A key takeaway from this report that I find quite revealing: it contradicts the common belief that all communities develop into a 90-9-1 rule (90% lurkers, 9% contributors, 1% authors). Per the report: “As the community management discipline matures, there is increasing understanding of where certain rules of thumb like this apply and where they do not.” I've once looked at the origins of this meme, and other than the Pareto principle, in online communities it dates back to specific posts in a Usenet newsgroup around the early 1990s. I need to find that link again. We now think of much more than just contributors and lurkers since there are many other ways to contribute as well which are not so obvious. That is a distinguishing mark that elevates the level of insight that this report brings above others.
What thrills me is that of the eight competency areas within, only on area focuses on tools. The majority of the focus lies in business principles: strategy, leadership, culture, policies, etc. The general media and blogosphere is always fascinated with new tools and toys but the real value is in understanding the almost unchanging business principles many of which are outlined in the list of competences. Each of the sections on these competencies specifically identifies lessons learned directly from the real life experience of members of The Community Roundtable.
I've talked before about the value that community managers bring to organizations, so I have to point out a specific section the role and issues of Community Management which can help current organizations understand the heavy demands of this role. Perhaps, with this insight, more organizations will take to heart that Community Management is not a part time, or a junior role in the organization. It takes a lot of people and relationship skills that develop with experience, and in doing so creates the same qualities we ask of our business leaders.
For folks who’ve asked me about social computing and the
retail industry, I’d like to describe ideas in use. Some of you may already be
familiar with these.
First of all, there’s the “w00t” idea, most common in the US
as the site www.woot.com and even featured
in campaigns with American Express and others. It’s fairly simple, every day
they list a limited quantity of a single product (at seemingly random) at a
good deal of discount. Its success depends on mixing in very popular items with
some of the ordinary ones at many different price points, spread across a wide
range of product categories.
The social element here is in competition to get
one which often heats up considerable. Folks have even created bots or software
applications to beat others to the purchase. To spur this competition on, there
is constantly updated “sales snapshots” of the purchase experience for that
item: a map of the US where it’s being purchased the most, sales per hour, the
number of times the purchaser has bought from the site before, how many the
bought, etc. Finally, the discussion thread often gives social input or
feedback to what others think of the product. Other companies have tried this,
for example, I recall seeing it on American Express shopping as Deal of the Day
where they had a Honda Civic Hybrid as the deal for almost 60% of the sale
The key element is the competition, limited quantity and
thus exclusivity of the items of the site. All the social input exists to feed
the competitive basis unlike other online retail sites, where this is not at
all emphasized. Rather they take the stance that there is always some quantity
available. However, the competitive element of woot combined with a surprise in
random but in-demand items, is what turns the social elements into a game-like
structure, and most importantly: bring people back to the site. This method
isn’t new by any means, but the online environment makes it easier to spread
the word and increase the likelihood of sales. The social experience model here
is a mass collaboration with swarm leadership and combative aggregation. (if
this doesn’t make sense to you, please read my book).
Unconfirmed, but did the jargon term “w00t” originate from
“iwoot” = “I want one of those”? See http://www.iwantoneofthose.comwhich is not this above model, and closer to what
is now “traditional” online retail, purchasing with ratings and comments. Or is
it a derivative, if I remember right, of the “woof, woof” sound made popular
back in the 1990s by the Arsenio Hall show.
is another form of social computing applied to coupons for services within your
city (again mostly in the US). Essentially, it takes the woot model to a new
level, requiring people to invite enough members to qualify for the coupon. The
time limit is again one day only, and it is specific to a city. So, if a user
really likes the coupon promotion, they may need to try to get their friends or
others of like interest to also vote for the promotion, or just wait to see if enough
people from their city vote, before they can even take advantage of it.
Here, the social experience is not entirely a mass
collaboration like woot, because people do not necessarily work entirely
independent of each other. It allows two choices: you can bring your friends as
a small community to vote and get the coupon, or you can vote and hope that
others join in. In other words, it’s a hybrid of a mass collaboration and a
community. The leadership effects are also swarm-like, with no single person in
charge and each person making their own choices (typically to vote positively
for the item). However, this is not combative but consensus aggregation.
I learned the other day from a friend that taggers—the spray
paint kind, not the online variety—are often quite predictable. If you look at
a map of the locations where they tag, you’ll often found a common radial
pattern of increasing density of their tags. The closer to the center of that
circle is the general vicinity or even the very house that the tagger lives in.
Applying some social computing to the idea, I could see a
useful mass collaboration social experience, where the task is to allow anyone
to submit smartphone photos with GPS locations of where they see a tag. You can
then plot this on a geo-map and over time create a result of frequency of occurrence.
Social sites like Brightkite and Foursquare that let you share your location
prove that it’s quite possible to create such a map.
So, there’s a possible project that can apply to any location
really, with the help of any willing citizens. There are some practical issues:
identifying the actual tag signs from different taggers, collecting enough data
for useful information, and cooperating with the police to utilize this
information. However, these are not insurmountable and it would help the community
A thought I had a few weeks ago on a measurable value outcome
of switching to social computing reflects a common situation in our company: mailing
large files around. Simply said, many enterprise mail systems such as Lotus
Notes allow the central administrator to set a limit on attached file sizes.
By imposing a limit around say 4MB, and redirecting people
to use Lotus Connections Files to share large documents, you save: a) network bandwidth
usage; and b) storage of multiple copies on local drives and on mail servers.
LC Files on the other hand adds lots of other benefits like
re-sharing without re-forwarding the files, comments w/o re-forwarding, and lookups
on who it is shared with (or not).
This activity may not be practically measurable per person when
you have many thousands of people. On the other hand you can measure the quantity
of documents and their file sizes, on the email system versus LC. What it comes
down is a known (or knowable) IT cost factor of $ per MB. IT departments could
show the cost savings directly due to reduced infrastructure use and resource
What it does change is user behavior. The first necessary
element is a tool that can automatically redirect where the document is stored
(a link to it on LC Files) rather than the email. The second part is
enforcement through the file size limit. You really need the redirector to work
smoothly so people do not see this as a burdensome task.
So in a direct way, you have a measurable outcome related to
hard $ amounts. This kind of alternative mechanism works easily for files, and
is still just a basic step in moving towards enterprise social computing. Slowly,
What I'd be additionally interested in is looking at the trends of how re-sharing occurs after such a switch. It's pretty common to see people re-forwarding a file to others but this allows a better alternative. In a limited sense, it can also improve security: if the user does not allow publicly share a document, it may be limited to only those they intend. Of course, there are always alternatives and other mailers but it's good manners to keep to their request.
Per my previous note, I mentioned that we have 400,000
people collaborating across 170 countries in IBM.
That raises a great question of what does it mean to have 400,000 people
collaborating? Are they all in one massive social network connected to each
other? Are they participating in the same spaces? Are the contributing to each
To give an idea, first we need to look at the state of
social computing in IBM. First, there is not
one but at least 32 different social applications each of which can have
hundreds of thousands of unique users, and tens of thousands of instances
(e.g., separate wikis, individual blogs, etc.)
By another count, there are over 200 applications--it varies based on what different folks consider as a "social application".
For example, in rough numbers of some of the tools
200k replies (aging removes some)
Dogear /social bookmarking
Beehive (social net)
Cattail (social file sharing)
This is just a subset and unofficial list of these services.
There are other tools for enterprise wide social searching, social
brainstorming, instant messaging, tweeting, podcast/videocast sharing, social
profiles, and analysis tools. Some of these other tools are used by 100% of
employees particularly instant messaging and out Bluepages (profiles) systems.
Others have even more people because non-employees such as business partners,
customers, and even suppliers have access to them.
People generally use them as follows:
across the enterprise: e.g a blogger
team spaces: departments and hierarchical teams
spaces: across multiple departments
group spaces: e.g., someone creates a Lotus Connections Activity and
So the groupings vary significantly, and a number individuals
do use many of these tools for different reasons, but unique users still reach
across the company.
The types of activities or projects in these spaces are just
as varied as the job roles, products and markets. Think of it, just in terms of
products alone, I think we have over 5000 distinctly, different ones (and not
just variations); some are very complex (imagine working on the DB2 database), and others are smaller. That still doesn’t include the many thousands of customer projects
people are working on at any one time. So in general there aren't any common scopes or scales for
what people work and interact on.
The general philosophy that creates this mix is that as a
company we encourage an internal free-market environment to allow many tools to
appear and compete with each other. This helps the best ideas to emerge out of
new social experiments and methods. While someone has to pay for the
environments, this is up to each social app project to figure out how to fund. There
are official tools that are universally supported, but there are also other research
and experimental projects—even Beehive as a research project easily includes over
We also do not police these activities. People are talking
about their non-work activities, but that is a natural outcome of social
interaction. As long as people are not breaking their business conduct and the
social computing guidelines, they are okay to use it how they like.
This kind of quantitative information really doesn’t show how
people are collaborating just where. Rather our BlueIQ team collects
success stories, especially recreatable and reuseable scenarios, from
individuals illustrating how they are productively working together in these
In general, it is complex to say how people are
collaborating, but safe to say that they are collaborating widely in the
social environments in IBM.