Tag Archive for Challenges

Social Collaboration at Work– 4 business scenarios to drive value

Today, I did a presentation for the internal SharePoint Community of Practice (COP) for a large (Top 50) Federal Systems Integrator.  This COP is 700 people.  They have a current topical focus on Social Collaboration.  Microsoft gave a presentation a few weeks back on the Social Collaboration features of SP2013.  In my presentation, I introduced and demoed 4 different business solutions where social collaboration is being used in a business process/application.  These were all based upon the CorasWorks Cim™ solution framework.  For those of you interested in the potential of Social Collaboration on SharePoint, and, looking for hard-hitting business scenarios that demonstrate the value – this article is for you….

My presentation abstract was as follows:

Social Collaboration at Work (www.corasworks.net)

Social collaboration within SharePoint makes it easier for people to engage.  So how do you leverage this approach to drive organizational results?  In this presentation, we’ll look at four practical business scenarios where social collaboration is used to drive business results.  The scenarios are:

· Idea Challenge Management – purposeful, event based challenges to drive ideas and manage them through a review and approval process

· R&D Working Groups – designated working groups that then output results as proposals for new projects

· New Project Initiation – collaborative, stage-gate based process to review and approve new project proposals (partials feed from working groups)

· Collaborative Channels for Capture & Proposal Management – communities used for collaboration across a distributed capture and proposal management system

Let’s look at each of the business scenarios above…

Idea Challenge Management

The area of Idea & Innovation Management is pretty hot and ripe for social collaboration.  Organizations know that Innovation is necessary to succeed (and survive).  But, how to move the ball forward is a challenge.

We have found the most effective approach is for organizations to use Idea Challenges vs. creating a general idea “inbox”.  Challenges are typically event-based (time limited), purposeful, and, sponsored by a team who is responsible AND interested in reviewing and using the results.

The solution I showed provides organizations with the ability to spawn new Challenges.  These are sites and they are created and configured by the sponsor in a self-service way to meet the needs of the Challenge.  The Challenges are then exposed across the SharePoint environment.  People respond, contribute ideas, and collaborate using Star Ratings, Commenting, Document Upload and management, Peer Reviews, Sharing.  The Challenge managers have a robust stage-gate process to screen, review, and decide on the ideas. Of course, being CorasWorks-based the structured work management part is also greatly and easily customized to meet the needs of the specific team that sponsored the challenge.

R&D Working Groups

This solution addresses a scenario where you have multiple/many working groups where each is expected to have an output – a document, a project proposal for funding, a discovery, a new policy.  A Working Group differs from say a collaborative team site because an output is expected.  Each group is a community where the members collaborate.  Then, when they have something to output, from within their working group they have one or more channels to kick off the output process.

In the solution that I showed, the output of the R&D Working Groups is a project proposal for funding.  From within the Working Group site, they access a New Proposal “community” and post a form for the project proposal that goes to a central management team.  The central team reviews and works the proposals through a funding process.  The output side is also highly collaborative and visible with members of the Working Group able to interact with the central management team and with all others that are watching and collaborating across the system.  (Note that all Working Groups are feeding the central Project Proposal process – see NPI below).

New Project Initiation

This solution is for the “demand management” part of project management – the front end part where you determine which projects you will invest in.  It is a challenge to do this part well.  A good process means less duplication, more visibility, and more commitment to the projects that are funded.  To accomplish this, we showed how this process could be made more transparent and collaborative.

Actually, the demo I showed had the New Project Initiation process receiving the project proposals from the R&D Working Groups above.  Thus, when the various R&D Working Groups submitted a proposal, they all feed this process.  In addition, individuals can also directly submit proposals.

All of the proposals are seen by the entire R&D working community so you get the transparency and visibility.  Each proposal is then centrally managed through a stage-gate process.  Along the way the managers are able to collaborate with the proposals submitters and “watchers”.  In addition, the managers collaborate amongst themselves such as doing collaborative reviews.  Here they can Rate, Comment, and Score proposals separate from the general community.  This solution has all of formal features you’d expect such as portfolio management, downstream project/portfolio integration and extensive reporting.

Collaborative Channels

This is the simplest of the 4 solutions.  The scenario was a Capture & Proposal Management system for a Federal Contractor.  These are large systems with people working in many sites (100’s – Program Management, Proposal Sites, IDIQ Management, Task Order sites).  The challenge is how do you communicate and collaborate amongst this distributed “working community”.  For instance, if there are new forms, new policies, challenges, needs for a resource – how does the community know of this and how can they engage and collaborate.

The answer is Collaborative Channels.  What I showed was the Business Development Channel.  It is a community of sorts except it IS NOT a place you go to collaborate.  Rather within each of the hundreds of sites, users have access to the Channel.  There they can post, share information, and, collaborate.  Thus, no matter where someone is working across this “work community”, they have access to the Channel.  This Channel approach is a great way to get people working together across the distributed environment of SharePoint.  Think departments, business functions (sales, engineering, bd, global branch offices, plants, et al).

Wrap Up

The objective of this presentation was to get people thinking about the business value that social collaboration can bring.  In general, we start with the business application/process (often existing) and ask how can this process be improved by opening it up to greater engagement and collaboration.  Accordingly, we see social collaboration as a set of features that can be applied to business as opposed to something that adds value on its own.

In addition, if you review the above scenarios you will see my use of the term “working community”.  In most social collaboration feature-products (social-social) a community is a place you go.  In the above, there is a business context to each.  Thus, the idea of the “working community” is everyone that is interested in or should be a part of outputting the best work results.  Accordingly, you see that all of the business solutions span multiple sites and an entire SharePoint environment.  All part of bringing a broad set of people together and putting them to work.

So, that is a wrap on Social Collaboration at Work for now.  If you would like a private demonstration of these scenarios ping me or CorasWorks.

william

Use Challenges to Drive Results with Enterprise Innovation

There are a lot of organizations that are new to Idea & Innovation Management solutions such as CorasWorks Cim for SharePoint 2010.  One of the most significant best practices we emphasize for those new to innovation is the use of event-based Challenges to drive innovation vs. general idea communities.  In this article, I’ll drill down into Challenges as a key ingredient in the standard enterprise recipe for innovation.

 

Specific Challenges vs. General Idea Management

First off most organizations use both approaches, general idea management and specific challenges. A mix is the best recipe. Let’s look at each.

Most organizations initially come to the idea and innovation game with the thought of having a general idea community to capture ideas and sort through them and find the great ones. It is typically implemented as an open, ongoing community with a team or teams for evaluation.  What they are looking for is breakthrough ideas?  This does work.  People will randomly come up with novel ideas and you are providing a channel and a mechanism to work them when they pop up.

A Challenge-based approach to drive innovation is different.  A Challenge is a targeted, time-limited, request to your community for ideas that address a specific objective.  With this approach, we first decide what business objective we are after.  And, ideally, upfront we allocate resources to invest in ideas we approve.  We then set up the challenge community (like questions asked, information to be submitted) and evaluation process (how, who, when, etc.) in a way that specifically relates to the challenge.  Then, we launch the Challenge, gather the ideas, collaborate, review, evaluate, make decisions, invest, and drive results.

 

Specific Benefits of a Challenge Approach

A Challenge approach delivers specific benefits as follows:

It Focuses Management on Defining the Challenge – Management must get clear on the challenge and how to present it to the organization.  This insures that the challenge is a real one.

It Focuses Your Innovators and Collaborators Thoughts on the Challenge – Imagine saying to your employees “When you get around to it, submit ideas to make us better” vs. saying “You have 2 weeks to submit your idea for how we can grow the SMB market by 50% in 2012. We have $2m to invest.”  It is simply easier for most people to focus their thinking on something specific.  And, you therefore get specific ideas that are relevant to the challenge.

You Have the Resources to Act – If you get general ideas, they can come from anywhere.  Thus, you can’t know in advance if you have the will and resources to act.  But with a challenge you know what you are asking for.  Thus, you have the will.  You also can align the resources in advance to insure that you can and will act. You are telling your community that you intend to drive change that drives results.

You Uncover Options to Narrow Challenges – We typically address challenges and opportunities with a small group of people.  When you take a narrowed challenge to your organization you will almost always be surprised by three things: a) how many options you really have, b) how much information and experience you have already, and c) who are the people that have something to contribute.

You Drive A Result – With a Challenge, you are taping into the broad potential of your organization and channeling their thought and experience towards your objective.  With the breadth of ideas and the resources to back them up, you have your best shot at innovating around that targeted business objective.

 

CorasWorks Cim for Challenge Management

I’ll touch on five key features of Cim that make it particularly effective for managing challenges as part of a SharePoint 2010 work environment.

Separate, Customized Challenge Communities – With Cim, each challenge is a discrete entity.  You can customize the contribute form, the questions, the experience and even look and feel, the categorization within each challenge, the user options, the visibility, etc.  Further, the data is separated as with any Cim community it is technically a separate SharePoint site.

Multiple Challenges into Central Process – In a Challenge Management initiative you will have many challenges.  They are easy to set up. They can all feed into a central management process, your Challenge Management hub, where they are evaluated and processed.

Separate Challenge Workstreams – At the same time, you can also have challenges where the front-end community and the evaluation process are part of a separately managed workstream.  This provides you with the ability to have separate workstreams for say different types of challenges (Corporate vs. Technical vs. Market Development) or challenges driven by different business groups.

A Single, Easy and Convenient User Experience – With Cim, users have a single, consistent, easy and convenient user experience across multiple challenges, separate challenge workstreams, mixed with general innovation communities, and, with their other collaborative communities.  When you launch a Challenge it just lights up at the fingertips of the user in their Cim Business Activity Stream. Thus, they can see new challenges, contribute and collaborate from wherever they normally work vs. having to go somewhere.  In addition, all of the collaboration activity and process activity flows to them across all of the challenges and other communities. This drives visibility, engagement, and collaboration.

Drive Downstream Results – With Cim, after you have evaluated and approved the ideas in the Challenge you can push them into downstream activities to make them come alive.  You can push them into Team sites for teams to implement.  You can push them into a PMO to kick off and drive projects.  You can push them into Program sites to implement an idea as part of their program.  You can even push them into external systems, such as separate Project Management systems.

 

Wrap Up

In sum, challenges are designed to let you tap into the broad potential of your people across the organization to address targeted business objectives. They are a key ingredient of the standard enterprise recipe to drive innovation. Armed with Cim running within your SharePoint environment, you have the means to just light up your organization and channel their thoughts and experience to help you drive results when and where you need it.

william