building a culture of collaboration: the perishing intranet - atlassian summit 2010
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Building a Culture of Collaboration: The Perishing Intranet Featuring Subhash Mathur, Pershing LLC - a BNY-Mellon CompanyTRANSCRIPT
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Our Intranet on Confluence Wiki
Subhash Mathur – Pershing, LLC
May 18, 2010
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Your Business Without Limits™
A Brief Background
2
US Locations in 10 States
AZ CA – LA & SF CO FL – Lake Mary, Boca Raton IL MA NC NJ – JC Head Quarters, FP NY PA
World Locations
Australia India Ireland UK London Liverpool Singapore
Your Business Without Limits™ 3
Our Wiki Journey: 2005 - 2007
> Late 2005: Evaluate Collaboration Tools
> Year 2006: Selected Confluence Beta Test of Wiki
> Year 2007: Pushed Beta to Technology Community Gave it a new look Provided On-Line Help
We were asked to put a Governance Framework in place
Your Business Without Limits™
Our Wiki Journey: 2008 – The Year of Governance
Page 4
> Platform Leverage Ease of Use Knowledge Sharing Collaboration Interactive Environment
> Governance Needs No anonymous access Need-to-Know Doctrine Traceability Monitoring
Vs
Governance Model Authenticated access only
User Groups reflect Pershing Organization Structure Terms of Use explains data security for policy compliance
Space Owner Training for Access Control Management Periodic Review Process
Peer Policing
Your Business Without Limits™
Our Wiki Journey: 2009 – Intranet comes on Wiki platform
Page 5
Initiated Intranet Transition Project User Testing Redesign & Development Effort
Pershing Intranet Launched New Design Corporate Branding
Your Business Without Limits™ 6
Intranet Highlights
> Dynamic Intranet CEO’s Blog Active Interactions
> Deeper Content Company-wide Dashboard Other Dashboards Business Unit Areas
Your Business Without Limits™
Intranet Highlights
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> Deeper Content Company-wide Dashboard Other Dashboards Business Unit Areas
> Associate Engagement Highlights Feedback Celebrations
> Dynamic Intranet CEO’s Blog Active Interactions
Your Business Without Limits™
Intranet Highlights
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> Deeper Content Company-wide Dashboard Other Dashboards Business Unit Areas
> Associate Engagement Highlights Feedback Celebrations
> Richer Content Senior’s Insights - articles Celebrations – image Galleries FYIs - Video Clips Metrics - charts
> Dynamic Intranet CEO’s Blog Active Interactions
Your Business Without Limits™
Intranet Survey Results
Page 9
A lot changed in our Intranet. But, what do the associates say . . .
The new site is seen as an improvement “I think they did a really good job compared to what it used to be.” “It’s much better than it used to be … [the old site] was dull and boring and static.” “It’s a long way from where it used to be in terms of communication.”
Look and feel garnered much praise "makes me want to look at it… to use it“ “I like the colors. They’re nice, soft. It gives me a kind of relaxing feeling. That’s important.” “Visually, it’s more appealing than the old blue and other graphics.” “Overall, I like it. It’s a vast improvement from the old Pershing site.”
Your Business Without Limits™ 10
Challenges faced
June
> Uncontrolled expansion vs. Governance – Need for a systematic growth plan – Pro-active Governance Model
Your Business Without Limits™ 11
Challenges faced
June
> Training, training, training – Space structuring – Available Macros – Basic Wiki Editing
Your Business Without Limits™ 12
Challenges faced
June
> Search-Results Overload – Large content impacts Search – Live Search helps a lot
Your Business Without Limits™ 13
Challenges faced
June
> Performance issues with V 2.6 – Upgrade to V 3.0.2 major
improvement
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Lessons Learned > Manage the growth
– Define Strategy – Create Tactical Framework
Governance Structuring Training Metrics
– Steward Scale-Up Select Use-Cases Pilot Iterate Roll out > Provision for User Support
(Techies raise the bar) – Designs & Templates – Use appropriate Plug-Ins – User Help
On-line Class-room Best Practices
> Promote Collaboration – Knowledge Sharing vs. Content
Management – Value-Add from group
participation – Open Culture – Encourage knowledge
contributors