Notes on making collaborative technology successful

I spent an interesting morning at the Online Information conference on Tuesday – ably chaired by my pal Steve Dale – and the session I enjoyed most was about implementing collaborative technology in organisations – one example was from a big media and communications provider, the other a government department.

Here are some of the thoughts that the session inspired me to write down…

1. There’s always a disconnect between what the organisation wants and what the user wants.

This doesn’t mean you are doomed to fail – but it means you are if you don’t think about how to balance these competing elements.

Knowledge management is a classic example of this problem – the organisation wants its people to share their know-how so they won’t be missed so much when they leave. But maintaining their indispensability is a pretty important thing for employees who want to stay in work.

The answer here is, I think, not to pretend that the disconnect doesn’t exist – just manage it. Don’t try selling organisational benefits to staff – instead focus that on what’s in it for them. Find a way of aligning what the organisation wants and what makes the users’ lives easier and better.

2. Calling it something new is a bad idea. Just make it ‘work’.

Imagine you’re sat at your desk and someone approaches you, beaming, and announces that from now on we’re all going to start managing our knowledge! Or sharing our collective wisdom! Or collaborating!

My eyes are rolling just thinking about it. By giving an activity a name you separate it from other, existing activity. It becomes more work rather than just a new, better way of doing the existing work.

If people see something as a new responsibility or an additional task, they are unlikely to want to do it. Instead frame these tools as more efficient ways of getting the job done better.

3. Getting good engagement requires skills that not many organisations have.

One of the key ones is community management, which I have banged on about quite a bit before. Encouraging people to an online space and to get involved is exactly a community management activity and anyone trying to do it really ought to spend some time learning about it (which might be going on a course, but could just be spending some time reading about it).

There’s other stuff too like curation, social reporting, writing for the web, networking and so on… none of which are full time jobs but skills that are needed and roles which should be performed if you are going to engage users with your platform. Assuming the skills exist or that they aren’t needed will result in failure, I’m afraid.

4. If you find yourself in the position where you’re having to convince people to collaborate or share, you’ve probably already failed.

I do wonder sometimes whether allowing people to discover social tools in the workplace for themselves might make them more likely to take them up. It might make for slightly slower levels of engagement but I dare say they will be more sustainable in the long term.

There’s something here to learn from the success of Yammer in many organisations, which is often started up under the radar by individual staff members with no strategy or management buy-in. Because it belongs to the people using it, and it isn’t being imposed, it feels like a space people actually want to use, and there’s no need to convince people.

What I am saying here might sound a bit like ‘if you build it, they will come’. That’s not what I’m saying.

Maybe I’m saying ‘if you plead with people to come to something you’ve built, they will regard you and your thing with contempt’.

5. Don’t prescribe what people can do. Let them surprise you.

This ties in a bit with my first and second points but is more focused on activity and features. What I mean here is that if you launch a social system with the intention of it being a knowledge management tool, and people end up using it to manage their projects, then let them.

If instead of correctly managing the versions of various official documents within the strictures of your beautifully designed taxonomy, people end up discussing the ramifications of the latest restructure, then let them.

Telling people they aren’t doing things right is unlikely to endear them to you or your platform. Of course step in if people are behaving anti-socially or whatever, but by and large they them do what they want to do, and just be glad that they want to do it on your system. Once they begin to trust it and like it, they might just start doing some of the things you originally hoped they would.

The state of online collaboration

Apologies for the lack of posting lately on here. The reason for this quietness can be seen in this set on Flickr.

Anyway, my friends at Clinked – who make a rather good online collaboration and project management platform – have produced an interesting infographic on the state of online collaboration. I’ve pasted it in below.

It sets out where a lot of organisations are when it comes to using collaborative tools internally, as well as some of the arguments for increased deployment.

I’m talking with organisations across the public sector all the time and still, this sort of use of technology is far from widespread. Tools like Clinked, Huddle, Basecamp, Yammer and so on all provide a low cost way of beginning to work more effectively through sharing and conversation. It’s possible to start small, just sharing between a team or on a project or two, and then rolling out from there, learning lessons along the way.

So, here’s the infographic. As always, am interested in folk’s ideas on this stuff – leave’em in the comments.

Tools I use for learning

Recently, as part of a survey of members of the Social Learning Centre, I put together a list of ten sites or apps I use a lot in my own learning activity. Actually, I thought ten was rather a lot, so to share it here, I thought I’d whittle it down to half that number.

I think it’s useful to always remind yourself of the tools you use regularly in your own activity, particularly if you spend time designing sites, systems and platforms for others to use.

What’s also interesting for me is that everything in this list is pretty old! It turns out I am not exactly on the cutting edge. Who knew?

Google Reader

The source of all knowledge! OK, maybe not, but I’m subscribed to over 500 blogs and sites in Reader and it’s the second place I go to every day, after my email inbox. Maybe 80% of everything I scan through on there is of no use, but that’s ok –  the 20% is what matters.

I do worry about the future of Reader – RSS is not the hippest of technologies and I’m concerned Google might switch it off some day… which would make me very sad.

Everything I find really useful gets starred in Reader, and thanks to IFTTT, gets pinged to Twitter as a link, and dumped into Evernote as an archive.

Evernote

My portable archive of everything. Web pages get copied into Evernote, everything I star in Reader ends up in here, notes in meetings and during phone calls… pretty much everything that passes my eyes online ends up here in case I need it later.

What’s interesting about Evernote is that it has reached that stage of ubiquity in my way of working where I don’t even recognise that it’s there most of the time, I just perform various actions, look stuff up in it, type in notes, clip a web page, without even thinking. Evernote fits right into my workflow, which is a key thing for any technology.

Wikipedia

I was thinking about putting Google search in here, but actually most of the time what Google produces is a link to a Wikipedia page, so I thought I’d disintermediate for you. No matter what I’m doing, I find myself looking stuff up on Wikipedia to find out more – reading a book, watching TV, whatever. It’s one of the things I use my Nexus 7 tablet for – just so handy a form factor for quickly looking stuff up.

Twitter

Not just where I share stuff I found illuminating, but where I get to find things out too. Whether ‘overhearing’ interesting conversations or picking up on links and stories shared by others, Twitter is a hugely important part of my learning network.

Interestingly (perhaps) is that now I have been on Twitter for a little while, and built up a fairly substantial follower/following count, I find it less useful for asking questions myself and getting responses. Perhaps this is because the network is just that much more busy these days – who knows? – but the apparently logical idea that if you have more followers you get more responses doesn’t seem to be true.

Maybe I’m just asking the wrong questions.

WordPress

Blogging is where all the stuff I’ve learned elsewhere gets written up and formulated into something that’s usually even less coherent than it was before. This has gotten increasingly difficult as the various stresses and strains of life, running a business, etc get in the way; but I do try to blog thoughts and ideas as often as I can.

Hopefully this helps others – but the primary benefit is my own. The process of writing for a public audience forces you to critically analyse your ideas and thinking and there is as much value in the countless posts that never get published because of their idiocy as there is in those that are seen and commented by others.

WordPress is a publishing platform that I feel I have grown up with since I started using it back in 2004 and it just gets out of the way for me.

Two councils collaborating

We recently helped Breckland Council and South Holland District Council work a bit better together by building them a shared, social intranet called The Place.

Today the Chief Executive of both councils, Terry Huggins, had a piece in on the Guardian’s website talking about it all. Here’s a snippet:

When Breckland council and South Holland district council , located in different counties and 50 miles apart, decided to share a seniormanagement team, it was quickly apparent that good communication would be vital.

Video conferencing and webex were inadequate. What was needed was a facility to leave messages, share ideas, communicate news, and collaborate on documents.

With these aims in mind we set up ‘the Place’, our own collaboration and communication platform, developed by online innovation agency, Kind of Digital.

The Place is like our own version of Facebook, but secure, and private to the two councils. Each member has a profile, listing their contact information and also searchable lists of what they do and what skills they have.

Everyone has the ability to post Twitter-style status updates to the whole network, and can join groups of shared interest to collaborate on documents and other activities.

The similarity of the Place to other technology such as Facebook and Twitter is important to its success. Many of our people are now comfortable and familiar with those sites in their personal lives. By making a work system look and operate in a similar way, we rapidly improve levels of engagement with it.

We researched and tested various software products, but decided to work with Kind of Digital as they could develop something customised to our exact needs.

That doesn’t mean we’ve wasted time reinventing the wheel. The Place is built on open source software, reducing development costs and time, and freeing resources to engage staff with using the system.

If you’ve got a need for something like this, you know where I am.

Clinked – interesting collaboration platform

I’ve just come across Clinked – a new online collaboration platform that might be a useful competitor to the likes of Huddle, Basecamp and Yammer.

One of the things I like about it is that as well as the different project groups that can be set up, it also features a central area where everyone can share stuff, ask questions and so on. So it combines the project management of tools like Huddle with some of the more social features of Yammer.

Here’s a video that explains it a little more:

http://www.youtube.com/watch?v=uSSDvezmAdQ

If you’re in the market for one of these tools – and who isn’t?!? – then it could well work for you. There’s a free option so you can trial it with a small group first.