[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.
On returning from the recent Enterprise 2.0 Conference in Boston, I had time to reflect on the scaling issues that come up in social software adoption across an enterprise. In watching Gentry Underwood's excellent presentation on how they designed the social computing environment in IDEO, I tweeted to him that new issues start to pop up when you move from an enterprise social environment for 500 people to 200,000--or in IBM, nearly 400,000 people in 170 countries. This is not a bragging point, rather a one of frustration.
There certainly are other large or technological-oriented companies deploying social environments, but from my experience in hearing from others, no one has hit some of the scale issues that we have in IBM. Obviously we are talking about an enterprise's deployment rather than a social site like Facebook; they're very different issues for each.
For one, while employee profiles and directories are starting to become commonplace in other enterprises, we have had one for well over a decade in one form or another. We've already gone through the issues and practices others have found: (a) include everyone; (b) prepopulate with relevant contact, work info, projects, etc; (c) popularize it as the place to look up data; (d) integrate into or make it THE basis for contact info for other existing internal and extranet Web apps; (e) invite partners,contractors and suppliers; (f) tie to enterprise-wide LDAP and single-sign on; (g) integrate into common work processes and behaviors. In fact, the last I looked, we had nearly 600,000 profiles in our Bluepages (including employees, supplementals, contractors, bots, some partners and suppliers).
While the Bluepages system certianly popular, it is but one of several dozen commonly used social software tools, some of which in themselves have hundreds of thousands of unique users. We have thousands of smaller communities and wikis some of which have tens of thousands of members. The multiple tools comes out of our laissez-faire attitude to allow many software ideas to emerge, and through our user base test and advocate the best ideas.
The population size of this system isn't quite the issue, but I put some thought into what enterprise 2.0 deployment issues might appear with scale and came up with the following chart. I hope this can help other maturing e2.0 environments consider some of the issues they may be coming up agains
of people across time zones B. distribution
of people across cultures / countries C. distribution
of people across physical locations D. distribution
of people across job categories or dissimilar job roles E. projects
people work on are very different in nature F. distribution
across access devices (desktops, laptops, mobile) G. many separate (non-integrated) social tools,
or different interfaces H. many separate databases as information sources I. many
separate or isolated social instances J. number/reach
I've finally had a chance to read Malcolm Gladwell's book Outliers today. As with his previous books, he tends to border on sensationalism focuses on events which may possibly be rare outcomes but wrapping it in a story. The impact here is that he is a great storyteller, but his stories may not necessarily be correct. I can't substantiate that irrefutably but I don't need to.
For example, one chapter focuses on birthdate year as an influential factor describing a host of folks in the computer industry who have gone on to be hugely successful. But at first depoints out that SOME of these folks may have had a series of lucky breaks (e.g. Bill Gates) that gave them an advantage, most not related to their age but to their connections. Then with some quick wave of the hand, he points back to the birthdate year being the summary of the chapter. Okay, what happened there?
Patterns may exist (same location, same birthdate, etc.) but it is a combination of these factors that contribute to success. For that matter, it doesn't qualify if one particular of these factors is a bigger contributor.
He's still a great storyteller and uncovers unusual tales, but from what he has in his books alone, it's hard to tell if what he describes is really is true, or just makes for interesting entertainment. That aside, he has still achieved business star status which can direct people to think that way.
The book has progressed and transformed significantly over the past year. I've probably rewritten the contents three to four times already, either shifting large sections to bring related ideas together, towards a business focus (requiring less prior technical knowledge), and in a more cohesive concept.
The draft chapters all go up onto the Roughcuts section of Safari Books. What's confusing is that the latest information is in there but only to registered members, and the free information you see up front is several drafts old. So, I'm including the ToC here:
You may be familiar with Wordle, a nice little Web2.0 tool by our own Jonathon Feinberg that creates word art images like this below. You've probably seen wordles like this appear recent (e.g. Tim O'Reilly's Web 2.0 paper)
Here's a game we started playing with it similar to other word games like "Cr*nium". We had lots of fun with the Pride and Prejudice wordle, and not the phrases you think would appear out of Jane Austen (e.g., "girls better consent", "young delighted experience lady", "insufficient flatter heard")
I have no idea if this is an original game by itself but I'll set out the rules we're using and you can try and tell me.
The goal of the game is to see how many meaningful phrases you can make out of words that appear next to or very near each other in a wordle.
You need: 2 or more players. Paper and pen/pencil per person. Web access to wordle.net
Pick a wordle: Any wordle. The side provides a huge gallery of items and choices. Or you can create your own wordle in a few seconds by pasting a block of text into the site. E.g., Here's President Obama's Inaguration speech wordle
Set timer for 1 minute
Every player gets to write down phrases 2 words or longer that they can make out. No repeats (or subphrases) by the same person. Words can go in any direction but they have to be right next to each other, or "close by" (as others agree upon). Size of the letters do not matter.
End of the timer, each person reads out one item from their list. You can debate whether the phrase is meaningful and not just random. They get points for the number of words in the phrase. Anyone else who found the same phrase has to delete that item from their list, and cannot reuse it.
Minimum 2 word phrases, no maximum. One point per word.
So I broke down and created a Manga face of myself. (Manga's are Japanese graphic novels, some for kids, some for grown-ups). This is a recent fad on Twitter, but cute nonetheless. The FaceyourManga site offers a Flash tool to choose many different factors that you can choose from to create your particular manga.
Here's mine below:
What's the point? You can use this as a profile photo whenever a social site calls for it. (As part of becoming manga-ized, you turn 12 again, whee! :)
What I found amusing was my wife's reaction when she saw the photo: "Why do you look so angry?"
Sarah: "You're not similing."
Me: "But I am. I just did not pick the wide-mouthed grinning smile."
Sarah: "You look mad. Must be an Asian thing of not showing your teeth. "
Well that's an American view I guess. It seems a cultural interpretation that unless you smile, almost grin wide-mouthed, you're not happy. I'm just here to state that that's not true at all.
Oh well, I'll stay true to myself and stick with this manga face. It's an I-know-a-secret-smile.