Beyond blogs and wikis there s Traction Enteprise Blogs

Beyond blogs and wikis, there’s Traction Enteprise Blogs and Wikis – The KM 2. 0 Path Jordan Frank www. Traction. Software. com jfrank@tractionsoftware. com (401) 528 -1145

About Traction Software, About Me • The Leading “Enterprise Blog” Platform – Founded in 1996 – Current release 3. 7 Getting Traction - Jon Udell • Funded: 2000 and 2002 – by In-Q-Tel (Venture arm of the CIA) – Slater Interactive and private investors • Customer Leadership – – US Air Force & Navy, DOJ, 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 1000 s of users • 100 s to 100 s of 1000 s of posts • Black belt blogger? – Read mine at: www. tractionsoftware. com July 2002

Agenda • • • Why Blogs & Wikis? What are these 4 letter words? What is 2. 0? and the KM 2. 0 Path. Real examples, real results. Q&A Enterprise Considerations (if we get there)

Why Blogs & Wikis

Two Words

Movie Max: Real Max: siberian huskie found via Disney sakhalin huskie found via Wikipedia link “ 8 Below” The Connector, a dog lover: http: //smartpei. typepad. com/ robert_patersons_weblog The Expert (and an artist): http: //www. babayaga. ca/

Why Blogs & Wikis? They Work They Scale

Marshall Mc. Luhan “I don’t know who discovered water, but it wasn’t a fish. ”

Time Offers Context to History Doug Engelbart’s NLS (o. NLine System a “hypertext journaling system”) first demonstrated in 1968 brought time to hypertext.

Blogs bring Context to the Net ? www. blogpulse. com

The Aggregate Tells A Story… Mrs. Superman raises cancer awareness, • for a few days • from sci fi • to main stream An opportunity… or a flash in the pan? Follow the “story” with RSS www. blogpulse. com

KM Works (Finally)

IDC Agrees Enterprise Blogs/Wikis From: Collaboration and Wikis and Blogs, Oh My! How Web Publishing Tools Could Change Collaboration - IDC, 2004, #32471

What are these Four Letter Words?

What’s in a Word? WIKI BLOG BLOG WIKI BLOG WIKI WIKI BLOG WIKI

Quasi-Religious? BLOG • “Unedited voice of a single person” WIKI • “Group voice, anyone can edit and anyone can read”

KM? BLOG • Tacit WIKI • Explicit

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. ”

Literal? BLOG • Web (hypertext) • Log (journal) WIKI • Hawaiian for “quick” or “fast”

Practical System for easily posting, editing and managing web pages pertaining to a certain topic or purpose… BLOG • Displayed in time order WIKI • Displayed as a set of linked web pages …and usually including features like comments, categories, permalinks, RSS (or other notification features), trackbacks

Wikis (in the Enterprise) are Not • Readable by all • Editable by all • Encyclopedias

Wikipedia – Bad Example “Wikipedia is a popular wiki, but it’s an outlier and is not representative of what most enterprises are doing with wikis” Peter O’Kelly Research Director Collaboration & Content Strategies Service Burton Group

Blogs (in the Enterprise) are Not • • • Personal Voice Opinion Conjecture Blabbing Distracting

The Mother of All Demos BLOG ? WIKI 1992 Towards High Performance Organizations: A Strategic Role for Groupware Engelbart’s 1968 demo showed three first time innovations: 1) NLS, a Hypertext Journaling System, 2) GUI, and 3) Mouse!

Wikis and Blogs are for Working Communication • • • What content types do you deal with? Which are a problem? Working Communication – – – – • Reports Problems / Opportunities Exceptions / Responses Questions / Answers Research notes First impressions FAQs Plans and status Disintegration a Problem! – Email vs. Files vs. Other Traditional approaches haven’t solved working communication problems Top down Knowledge Management is expensive and disappointing

Wiki Product Plan ------- Requirement ----------------- Requirement -----------------Organized by links and pages

Wiki Happens in Blog Timeline Requirement comments Idea comments Proposal comments Requirement comments Action

Blog Timeline Spans Groups Market Intelligence Product Development Account Management

Remember the Time Wall: One Way to Display a Timeline Is this a blog or a wiki?

Display Should be Up to You Directory Document Blog Chronology Wiki

Blog. Wiki. What? • Wikis and Blogs Proven collaboration results at web scale • Enterprise hypertext collaboration should combine: – Communication – Collaborative content editing (in “Documents” or Hypertext) – Strong meta data model, flexible display modes, strong vector for time ordering • Englebart called NLS a Journaling System • We call it Traction Team. Page • You can should call it what it’s deployed for: – A research system – A product planning system – A corporate communications home page

What is 2. 0, Really and the KM 2. 0 Path

Web 2. 0 From Silos To Services

Enterprise 2. 0 ATOM Active Directory Search Interface Web 2. 0 + Distributed services architecture SOAP Global identity, local permission Net-centric, standard interfaces Correlated timelines Permission filtered search Mobile Interface XML-RPC IM Notification LDAP

KM 2. 0 CRM ERP WIKIS BLOGS Enterprise 2. 0 + Widgets in Weblogs and Wikis connect the dots HRMS Links and flat, social & filtered taxonomy adds intelligence to information DMS CMS

Enterprise Examples… • • • Management Consulting: IT Group Non Profit Association: IJIS DOD: CIO Funded Liberty Project Finance: Global Bank Pharmaceutical: Ipsen …Real Results

Management Consulting– IT Group • Operations Change Log • Document changes to hardware, network and software configuration • Provide further update and annotation • Discuss where necessary • Updated as appropriate • A simple, successful use-case which has lasted over 1. 5 years by now

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

IJIS Institute IJIS website – “Mobile” skin: delivered automatically to mobile devices browsers • The Payoff: – Over 400 people working on 17 projects now collaborate virtually. – One committee cut phone and inperson meetings by 50% • Committee Collaboration: – – Thousands of posts Over 700 comments Over 500 attachments Over 2500 edits • Business Week

DOD RAI-NC Liberty Project DOD CIO office funded 4 of 120 (Rapid Acquisition Incentive – Net Centricity) proposals, including the 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

DOD RAI-NC Liberty Project Opportunity Analysis (From Do. D Final Report December 2004 FOUO): The tool is universal in its applicability and can benefit all Do. D 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 Usage A 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. ”

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.

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…)

Global Bank – Good Ideas Idea & Comments: Idea is displayed with category labels. Threaded comments are encouraged List of Ideas: Ideas display on Front Page with category and status

Global Bank – Good Ideas Outcome: Over 2500 ideas collected in 1 month Search, drill down discovery, and CSV export functions help find and process the gems Dynamic Search : by country, function, category, status, title, content and time Category Drill Down: expand category groups to select and navigate Results: 13 Projects funded, including permanent idea blog

Ipsen – Competitive Intelligence Ipsen is a $1 B global pharmaceutical firm headquartered in France CEO mandated effort to build a competitive Intelligence function Collection Direction & Planning Analysis From Ipsen’s CIO, Thiery Barsalou: Dissemination The Intelligence Cycle CI is a Knowledge-intensive process with geographically and functionally distributed stakeholders, with different permissions, requiring strong communication and collaboration capabilities

Ipsen – Competitive Intelligence Readership spans the globe… …and the business functions

Ipsen – Competitive Intelligence Readership is consistent at 8, 000 to 14, 000 page views per month 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

Ipsen - 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 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.

Ipsen - Glossary 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 Term Add Edit Form: With 4 fields for structure and formatting consistency Audit Trail: Including additions, edits, erasures, emails sent, and more

Beyond blogs and wikis, there’s Traction Jordan Frank www. Traction. Software. com jfrank@tractionsoftware. com (401) 528 -1145

Enterprise Considerations

Support • • • Not Optional Emergencies Happen Integration Issues Arise Development May Be Needed A Call Can Be Worth $1000 s

Directory & Sign On Integration • Not Optional • Not a Checkbox – Directory Integration • Active Directory (users, groups, profiles) • LDAP (users, groups, profiles) • Hybrid (more than 1 of the above) – Single Sign On • NTLM • Site. Minder – All Directories Are Different • some work “out of the box” • some don’t, see slide on Support

Installation & Platform • Server Platform Requirements – – Hardware OS Database Web Server • Cost to Own – Installation – Management – Upgrades • Understanding Enterprise Architecture Conflict – The Question: “Does it run on Oracle? ” – Often Means: “We do not allow Microsoft SQL Server DB. ”

Enterprise 2. 0 Info Flow • RSS/ATOM Feeds – Authenticated? Secure? Dynamic? Deep? • Search Interfaces – Search Skin? Search Federation? Search Integration? • Web Services – SOAP? XML-RPC? • Notification – RSS? E-Mail Newsletter? IM? – Flexibility • Widgets and Mashups – On the fly content inclusion (e. g. user profile from HR)? – And linking (e. g. invoice numbers to ERP)?

Enterprise Blogs The web is organized by names and direct links. Permission Time Topic Enterprise Blogs add: • Time What’s happening now? • Topic Indirect links and collections of indirect links, across spaces • Importance human scalability – Driven by indication and inference Importance Overall: a link rich environment for communication, collaboration, and connection to other CM resources • Dynamic views (by any vector) • Permission filtered views

The role of Email • Email is a channel – Not for Carbon Copy Collaboration Enterprise Blog Send Message Now • • On ramp for Communication Off ramp for Notification RSS client One tool of many E-Mail Exit 15 Minutes