Insights on Adoption (March 2015)

Published March 2015

Insights on Adoption provides updates, socializes new ideas, and shares the latest thinking and approaches for being effective with user adoption.

Table of Contents
– Opening Remarks
– Going Beyond Adoption 101
– The Adoption Challenge for IBM Connections
– Adoption Strategies for Unified Communications
– Let’s Work Together in 2015
– Resources on User Adoption

Download Insights on Adoption (March 2015) (PDF, 6 pages, 2.7 MB)

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Developing a Strategic Approach to Microsoft Office 365 (my slides)

Last week I presented at the Christchurch SharePoint User Group meeting on Developing a Strategic Approach to Microsoft Office 365. My slides from that session are above.

Presentation flow (slides):
1. Title slide.
2-4. About Michael and what I do for clients.
5. Agenda.
7. Office 365 offers many features.
8-9. Tactical approaches emphasise short term gains.
11. A strategic approach is different.
12-13. Examples of tactical vs. strategic questions.
14. Strategic outcomes require more steps (and uncertainty).
15. Agenda Topic – Developing a Strategic Approach
16-19. The top-down model, starting with strategy.
20-23. The bottom-up model, starting with opportunities.
24-26. Common activities that people do each day.
27. Agenda Topic – How Do We Move Forward.
28-32. Four next steps.

I welcome your feedback on the above, and the opportunity to speak with you about your work too.

Use and Adoption of IBM Connections: State of the Market 4Q2014

Published November 2014

A couple of months ago I kicked off a global survey on the use and adoption of IBM Connections. The survey garnered 58 valid responses, and the results are finally available.

Table of Contents
The report is 28-pages in length. The report contents includes:

– Use and Adoption of IBM Connections: About the Survey
– Business Activities Supported by IBM Connections
– Employee Use of IBM Connections
– Versions of IBM Connections Being Used Among Organizations
– Plans to Upgrade to IBM Connections 5.0
– Key Features in IBM Connections 5.0
– Add-On Products for IBM Connections
– Overall Level of Satisfaction with the Use of IBM Connections
– Likelihood to Recommend IBM Connections to Others
– Satisfaction with Business Value Achieved with IBM Connections
– Organizational Problems Experienced with the Use of IBM Connections
– Strategy Regarding the Use of IBM Connections
– Other Comments from Respondents
– Planning for Success with IBM Connections

Download Use and Adoption of IBM Connections: State of the Market 4Q2014 (November 2014) (PDF, 28 pages, 3.8 MB)

Insights on Connections (January 2014)

Published January 2014

Insights on Connections provides updates, socializes new ideas, and shares the latest thinking and approaches for being effective with IBM Connections.

Table of Contents
– Editorial
– Evonik Industries: Increasing Employee Adhesion with IBM Connections
– Extending IBM Connections with Third-Party Products
– Governance for IBM Connections: Your Approach?
– Success with IBM Connections

Download Insights on Connections (January 2014) (PDF, 6 pages, 3.5 MB)


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Insights on Adoption (October 2013)

Published October 2013

Insights on Adoption provides updates, socializes new ideas, and shares the latest thinking and approaches for being effective with user adoption.

Table of Contents
This issue of Insights on Adoption is 6-pages in length.
– Editorial
– Thinking About Internal and External Trainers
– Two Pathways When Facing Adoption Issues
– A Bulk Loading Party Case Study
– Q&A with Michael
– User Adoption Resources

Download Insights on Adoption (October 2013) (PDF, 6 pages, 1.8 MB)

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Insights on Connections (November 2013)

Published November 2013

Insights on Connections provides updates, socializes new ideas, and shares the latest thinking and approaches for being effective with IBM Connections.

Table of Contents
– Editorial
– Managing the Profile Lifecycle
– Integrating Calendar Information in Connections
– Recent Updates to IBM Connections
– Success with IBM Connections

Download Insights on Connections (November 2013) (PDF, 6 pages, 4.1 MB)


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SharePoint for Collaboration: User Adoption Strategies

Published March 2010

This report analyzes the governance theme of User Adoption Strategies when using SharePoint for collaboration.

Table of Contents
The report is 21-pages in length. The report contents includes:

The Issue
The Options
Current Practice
– SharePoint Plus Other Tools
– Size of Organization
– Written User Adoption Strategy
– User Adoption Strategies in Use Today
– Effectiveness of User Adoption Strategies
– User Adoption Strategies: What Worked Well (6 key strategies)
– User Adoption Strategies: Doing Differently (4 key recommendations)
Conclusion

Audience
This report is for Governance Teams charged with making effective use of SharePoint for collaboration at their organizations.

Download SharePoint for Collaboration: User Adoption Strategies (March 2010) (PDF, 21 pages, 0.5 MB)

User Adoption Strategies: The Central Desktop Approach

Published: March 2010

This report analyzes the use and effectiveness of user adoption strategies for the Central Desktop service, among a reference group of current Central Desktop client organizations.

Table of Contents
The report is 20-pages in length. The report contents includes:

The Strategic Context
Central Desktop Plus Other Tools (Question 1)
Smaller Organizations Use Central Desktop (Question 2)
Few Organizations Have a Written User Adoption Strategy (Question 3)
Use of Particular User Adoption Strategies (Question 4)
Effectiveness of User Adoption Strategies (Question 5)
– Common Strategies vs. Effective Strategies
User Adoption Strategies: What Worked Well (Question 6)
– Strategy 1. Zero Other Options
– Strategy 2. Make It Real
– Strategy 3. People with Influence
– Strategy 4. Contextualized Web-Based Training
– Strategy 5. Training on Basic Concepts
– Strategy 6. Just Start
User Adoption Strategies: Doing Differently (Question 7)
– Recommendation 1. Make It Real
– Recommendation 2. Better Understanding of the Service
– Recommendation 3. Better Initial Training
– Recommendation 4. Executive Support and Action
– Other Recommendations
Your Roadmap to Successful User Adoption

Audience
This report is for any organization looking at using the Central Desktop service, who wants to make effective decisions about user adoption.

Download User Adoption Strategies: The Central Desktop Approach (March 2010) (PDF, 20 pages, 0.4 MB)

SharePoint for Collaboration: Site Creation Rights

Published January 2010

This report analyzes the governance theme of Site Creation Rights when using SharePoint for collaboration.

Table of Contents
The report is 26-pages in length. The report contents includes:

The Issue
The Options
– Stage 1. The Request
– Stage 2. The Approval
– Stage 3. Actioning
The Patterns
– Pattern 1 “Wild West”
– Pattern 4 “IT Holds the Reins”
– Pattern 13 “Business Oversight”
– Pattern 15 “Workflow Enabled”
Current Practice
– Use of Collaboration Team Sites in SharePoint
– Number of Collaboration Team Sites in Use Today
– Years Using SharePoint for Collaboration
– Permission to Request New Sites
– Approach to Requesting New Sites
– Approval of New Sites
– Who Approves the New Site?
– Creating the New Site
– Rationale for the Current Approach
– Difference from 12 Months Ago
– Anticipated Difference in 12 Months Time
Conclusion

Audience
This report is for Governance Teams charged with making effective use of SharePoint for collaboration at their organizations.

Download SharePoint for Collaboration: Site Creation Rights (April 2010) (PDF, 26 pages, 0.6 MB)

Lotus Roadmap: Enhancing Business Collaboration with Lotus Software

Published: January 2010

This report analyzes the go-forward strategic role of Lotus Notes and other Lotus software within client organizations, and argues for a much broader definition of the term “roadmap”.

Lotus Notes has been around for a long time. Since its release in 1989 it has always been viewed as a “different” piece of technology, loved by some people and reviled by others. It takes a different approach to information management and collaboration tasks, it looks different from the standard Microsoft offering which many people view as being “authoritatively correct”, and it offers capability for being used so broadly across an organization that it can be put to use on many tasks, including tasks that it is not well-suited for.

So what do we do with Lotus Notes, and by implication, the other products from Lotus Software? Is there still life left in Lotus? Is it time to move to “greener pastures”? Are the new offerings from other vendors better suited to the information management and collaboration tasks that organizations are using Lotus Notes for? These are the questions addressed in this report.

Table of Contents
The report is 16-pages in length. The report contents includes:

Strategic Context
Five Myths About Lotus Notes
– Lotus Notes is 20 Years Old, So Get Rid of It
– IBM is Not Committed to Lotus Notes
– IBM Lacks a Roadmap for Lotus Notes
– SharePoint Will “Solve All Your Problems”
– Notes Sucks, and It’s All IBM’s Fault
Where a Technical Roadmap Fails: Driving Business Success
Your Business Roadmap with Lotus
Conclusions and Next Actions

Audience
This report is for CIOs, IT Business Analysts and IT Organizations charged with examining the future of Lotus Notes and other Lotus software within their organizations.

Download Lotus Roadmap: Enhancing Business Collaboration with Lotus Software (January 2010) (PDF, 16 pages, 0.4 MB)