catalyst conference presentation by jordan frank - blogs, wikis and why they matter

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Jordan Frank www.TractionSoftware.com [email protected] (401) 528-1145 Beyond Blogs and Wikis, there is Traction

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Presentation given at the year 2006 Burton Group Catalyst conference. Agenda was to reconcile blog and wiki terms and technologies. This was followed by Traction TeamPage case studies of a Glossary at a Pharmaceutical firm and an Idea / Innovation Management case study at a global bank. See http://traction.tractionsoftware.com/traction/permalink/Public767

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Page 1: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Jordan [email protected]

(401) 528-1145

Beyond Blogs and Wikis, there is Traction

Page 2: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

• Leading “Enterprise Blog” Platform– Founded in 1996– Current release 3.7

• Funded: 2000 and 2002– by In-Q-Tel (Venture arm of the CIA)– Slater Interactive and private investors

• Customer Leadership– DOD, DOJ, DHS, In-Q-Tel, – State of CT CIO, State of TX Health– 4 of the top 15 Pharmaceutical firms– 14 of the Global 100

• Deployments with • Small groups to 1000s of users• 100s to 100s of 1000s of posts

About Traction Software, About Me

Getting Traction - Jon Udell

Page 3: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Agenda

• Reconciling Terms, Technologies

• Enterprise Examples, Real Results

Page 4: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

What’s in a Word?

BLOG

BLOG

BLOG

BLOG

BLOG

BLOG

BLOG

BLOG

BLOG

BLOGBLOG

BLOG

BLOG

WIKI

WIKI

WIKI

WIKI WIKIWIKI

WIKI WIKI

WIKI WIKI

WIKI

WIKI

Page 5: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Quasi-Religious

BLOG• “Unedited voice of a

single person”

WIKI• “Group voice, anyone

can edit and anyone can read”

Page 6: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Dictionary (.com)

BLOG• “an online diary; a

personal chronological log of thoughts published on a Web page”

WIKI• Any collaborative

website that users can easily modify via the web, typically without restriction. ”

Page 7: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Literal

BLOG• Web (hypertext) • Log (journal)

WIKI• Hawaiian for “quick”

or “fast”

Page 8: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Practical

WIKI• Displayed as a set of

linked web pages

System for easily posting, editing and managing web pages pertaining to a certain topic or purpose…

BLOG• Displayed in time

order

…and usually including features like comments, categories, permalinks, RSS (or other notification features), trackbacks

Page 9: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

1992 Towards High Performance Organizations: A Strategic Role for Groupware

The Mother of All Demos

Engelbart’s 1968 demo showed three first time innovations: 1) NLS, a Hypertext Journaling System, 2) GUI, and 3) Mouse!

WIKIBLOG ?

Page 10: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Blog & Wiki – Wiki & Blog• Wikis and Blogs Proven collaboration results at web scale

• Enterprise hypertext based collaboration should combine:– Communication– Collaborative content editing (in “Documents” or Hypertext)– Strong meta data model, flexible display modes, strong vector for time ordering

• Traction builds on Engelbart’s NLS model– Adds a layer of integrated, permissioned collaborative hypertext workspaces– Adds best of breed hybrid directory integration, over the web document

management (WebDAV), dynamic views, permission filtering, notification (newsletter, email, RSS, IM), Export (print, emal, word, pdf), easy installation, customer support.

– Upcoming: FAST Search integration

Page 11: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Enterprise Examples…

• Non Profit Association: IJIS

• DOD: CIO Funded Liberty Project

• Pharmaceutical: Ipsen

• Finance: Global Bank

…Real Results

Page 12: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

IJIS Institute

• Integrated Justice Information System Institute

– Consortium of government agencies, contractors, and consultants

• Quickly growing institute needed to:

– Add syndication and search to their website

– Enable member collaboration

– Deploy a staff intranet

• A tall order for a small (but growing) non profit!

Traction powered IJIS website: Now easy to edit, also Includes Search, RSS, and member Login

Page 13: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

IJIS Institute• The Payoff:

– Over 400 people working on 17 projects now collaborate virtually.

– One committee cut phone and in-person meetings by 50%

• Committee Collaboration:– Thousands of posts– Over 700 comments– Over 500 attachments– Over 2500 edits

• Business Week

IJIS website – “Mobile” skin: delivered automatically to mobile devices browsers

Page 14: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

DOD RAI-NC Liberty Project DOD CIO office funded 4 of 120 (Rapid Acquisition Incentive –

Net Centricity) proposals, including the Liberty Project

Liberty Project: While testing night vision technology, had the goal to develop and demonstrate the use case for application of a Enterprise Blog platform to Program Team Communication

Participants included:

• New York City Police• Newport Police• Army National Guard• Naval Undersea Warfare Center• Technology from Ford Motor

Front Page: Cross-blog view of announcements, test plans, trial results and other communication

Page 15: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

DOD RAI-NC Liberty ProjectOpportunity Analysis (From DoD Final Report December 2004 FOUO):

The tool is universal in its applicability and can benefit all DoD components, program offices, and business functional areas through:

– 50% Reduction in Time Expended for User Electronic Communications Management

– 75% Reduction in Status Reporting Process

– 29% Reduction in Total Ownership Costs

– 89% Reduction in Bandwidth UsageA test result: Post includes image, explanation, and discussion of test result

“The (Traction) solution provides a secure, low-cost alternative for centralizing daily communications in a web-based environment.”

Page 16: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

DOD RAI-NC Liberty Project

Qualitative benefits summary (From May 2006 presentation to NARA by a Team Member):

– Ease of use, works like he web– New partners and members are brought up

to speed quickly– Manages project information in an

organized, searchable manner, accessible from any web connection

– Delivers the right information to the right people

– Minimizes information overflow– Filters content and manages use through

permission

Automated Email Summary Digest: Permission filtered, automated email summary Includes title and first paragraph of each new post or comment.

Page 17: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Ipsen – Competitive IntelligenceIpsen is a $1B global pharmaceutical

firm headquartered in France

CEO mandated effort to build a competitive Intelligence function

From Ipsen’s CIO, Thiery Barsalou:

CI is a Knowledge-intensive process with geographically and functionally distributed stakeholders, with different permissions, requiring strong communication and collaboration capabilities

The Intelligence Cycle

Direction & Planning

Dissemination

Analysis

Collection

Page 18: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Ipsen – Competitive Intelligence

20%

2%

43%

10%12% 13%

R&D Manufacturing Marketing Operations Management Bus Dev

Readership spans the globe…

…and the business functions

Page 19: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Ipsen – Competitive Intelligence

Results• Federated collection of 6 blogs hold over 3700 articles 640 comments• A community and repository for knowledge of the business environment• Deployed to 250 named accounts (Intranet, Extranet, email…), • Available to 3,500 employees (Intranet)• Dialogue around information is increasing (within the blog, and in meetings)• Contributed to making CI important to business decision making • Market-relevant communication is moving from email to the blogs • Best practice model for knowledge management and collaboration at Ipsen

Readership is consistent at 8,000 to 14,000 page views per month

0

2000

4000

6000

8000

10000

12000

14000

16000

Page 20: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Ipsen - Glossary

Front End: Dynamic title driven look up (e.g. “Adverse”), Full text search, Letter inde, Formatted view of definition, Comments, Print view, email out and export functions.

Glossary for R&D and Ops

– Need for common, accessible vocabulary used in submissions

– Common language set supports global collaboration

– External reference definitions stored with internal applied definition

– French and English terms are related

Page 21: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Ipsen - Glossary

Term Add Edit Form:With 4 fields for structure and formatting consistency

Audit Trail:Including additions, edits, erasures, emails sent, and more

Benefits:

– More accessible than former PDF based glossary docs

– Interface fit to the application, makes life easy for readers and admins

– Consistent presentation of terms– Journaling backend provides rich

audit trail

Page 22: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Global Bank – Good Ideas

• CIO “Innovation” Project– Global effort to collect,

evaluate and implement good ideas

– Build community amongst employees in 50+ countries

• Technical needs – Quick Deployment– Super simple– Invite comments and

ratings– Flexible search and export

to navigate and evaluate results

Idea form: Easy to fill out form with 8 category fields (e.g. urgency, potential, country, idea type…)

Page 23: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Global Bank – Good IdeasIdea & Comments: Idea is displayed with category labels. Threaded comments are encouraged

List of Ideas: Ideas display on Front Page with category and status

Page 24: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Global Bank – Good IdeasOutcome: Over 2500 ideas collected in 1 monthSearch, drill down discovery, and CSV export functions help find and process the gems

Results: 13 Projects funded, including permanent idea blog

Dynamic Search : by country, function, category, status, title, content and time

Category Drill Down: expand category groups to select and navigate

Page 25: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Conclusion• Wiki vs. Blog

– Slightly different, effective approaches to collaboration– Enterprise collaborative teams need a hybrid approach

• for communication and • collaborative content management

– Enterprise Blog-Wiki deployments• enable page publishing at scale, • satisfy a defined business purpose• bring power of the Internet to Intranet

• Enterprise considerations– Global identity / Local permission:

• enterprise directory integration– Enterprise Search integration– Meta model dynamics and depth– Support for multiple teams / groups– Platform and deployment considerations

• Q&A

Page 26: Catalyst Conference Presentation by Jordan Frank - Blogs, Wikis and Why they Matter

Jordan [email protected]

(401) 528-1145

Beyond Blogs and Wikis, there is Traction