IBM Connections Onboarding and Adoption Made Easy Jump Session: June 2017

Transcription

1 IBM Connections Onboarding and Adoption Made Easy Jump Session: June 2017 Jim Puckett Offering Manager IBM Connections, IBM Docs Miki Banatwala STSM IBM Connections

2 IBM Collaboration Solutions 2017 IBM Corporation

3 IBM Connections 6 Touchpoint Demo Guided Tours Demo! Admin and Configuration Info Resources Q&A IBM Collaboration Solutions 2017 IBM Corporation

4 You Just Deployed 10K New Users! IBM Collaboration Solutions 2017 IBM Corporation

5 IBM Collaboration Solutions 2017 IBM Corporation Or Is This The Reaction?

6 Let s Look At How We Are Changing Things Up Challenges we are all facing: Workers are over whelmed with the variety and complexity of tools in the work environment. Want to work with tools that are easy to use and help to get work done most efficiently. Want to work with tools that they are familiar with or know others are using effectively. IBM Collaboration Solutions 2017 IBM Corporation 6

7 Life is more hectic than ever give me better People want clarity, control and insightsto confidently make informed business decisions. They also need the ability to easily stop and start multiple work streams. IBM Collaboration Solutions 2017 IBM Corporation

8 IBM Connections 6.0 Enhanced On-boarding Users are guided through their on-boarding experience when they first join they will be prompted with suggestions for building their network and discovering relevant content. Modern Communities Build out your communities now with more options to design and customize the community homepage. Use the new rich text application to enhance the look & feel of your community with CSS/HTML. Copy existing layouts to spend less time re-creating and more time adding content to enable you and your teams! Files Experience Store, organize and sync your files / folders with the new Files experience. Use My Drive to sync folders and files between your desktop and IBM Connections Files. Leverage IBM s new object-based storage solution to drive down costs when storing large amounts of data. Orient Me This component leverages the power of cognitive and provides a homepage that is tailored and personalized to what is important to you! This allows users to filter out the noise and easily see content that is most relevant. Mobile To keep in constant touch use the newly designed IBM Connections mobile app, on your smartphone or tablet, and be productive on-the-go! IBM Collaboration Solutions 2017 IBM Corporation 8

9 Definition of Terms Adoption Take up or start to use or follow (an idea, method, or course of action). Antonyms: abandon, reject* Onboarding (originally an HR concept) The process by which new hires get adjusted to the social and performance aspects of their jobs quickly and smoothly.** (evolved by Samuel Hulick for UX) The ongoing process of making more people more successful when using your product. The facilitating entity between where the user currently is and where they d like to be.*** Source: * google.com,** shrm.com,*** useronboard.com IBM Collaboration Solutions 2017 IBM Corporation 9

10 2016 Offering Management and Design - Outcome 3 for Connections 6 Drive user engagement and increase adoption by providing users with personalized and relevant content suggestions during their initial sign-in to IBM Connections. Administrators/Business owners can be assured that their users will have a wizard based program to take new users through the getting started process - reducing help desk calls and improving adoption rates. IBM Collaboration Solutions 2017 IBM Corporation 10

11 Building Software with Adoption in Mind Defining Persona s and Understanding User Archetypes Persona - Represent fictional characters with specific personalities, influences, expertise, etc. Archetype - Innate, universal prototypes for ideas and may be used to interpret observations. IBM Collaboration Solutions 2017 IBM Corporation 11

12 User Adoption Spectrum Archetype research directs our focus for driving adoption IBM Collaboration Solutions 2017 IBM Corporation

13 Advantages of Adoption Spectrum Focus This group wants to like your product. Don t overwhelm messaging/approach trying to capture everyone. Your goal is measurable. Not measuring success against every single feature being used. Small steps toward adoption goals that provide measurable focus. With constant onboarding, you are able to move Insight to Value towards Experiencing Value. IBM Collaboration Solutions 2017 IBM Corporation 13

14 Best in breed onboarding experiences include these characteristics* Brief introduction with very clear call to action with value props Explains key concepts that are barriers to understanding and adopting Leverages motivation (users get the problem and desired solution) Provides tasks in which users can feel invested Generates early value and taste of success to user Provides clear path to completion (e.g. structured steps) Shows onscreen progress Includes progressive profiling - allowing users to build their profiles over time Hide advanced features until user is ready for them Creates a habit forming experience Is quick and easy *IBM Design and Content Strategy team research to benchmark popular business and consumer applications IBM Collaboration Solutions 2017 IBM Corporation

15 On-boarding Experience Welcome new users into Connections by guiding them through a personalized experience while helping them to learn about the new features and functions. IBM Collaboration Solutions 2017 IBM Corporation 15

16 A Users First Time Experience Currently when users enter Connections for the first time, their profile was initialized by an internal system (e.g. HR, Directory, etc). As a result, the first time user experience suffers. New users are less likely to engage, No Network Contacts, Not Following anyone, No Communities, ugh! IBM Collaboration Solutions 2017 IBM Corporation 16

17 New Onboarding and User Adoption Experience Let s make this more engaging! IBM Collaboration Solutions 2017 IBM Corporation 17

18 A New Personalized Onboarding Experience Drive adoption by welcoming new users. New users are guided through a few steps to capture information. From suggested lists new users can easily select people and communities to follow. Guided tours to fast start with homepage, files and community apps. IBM Collaboration Solutions 2017 IBM Corporation 18

19 A New Onboarding Experience Personalize by adding a profile photo Make it your own by selecting areas of interest so others can learn more about you and the work you are doing. IBM Collaboration Solutions 2017 IBM Corporation 19

20 A New Onboarding Experience Easily select colleagues to follow Tap the card to get details Select from recommended Communities, or quickly and easily search to find other content you may be interested in. IBM Collaboration Solutions 2017 IBM Corporation 20

21 A New Onboarding Experience Users can exit at any point, and come back to finish later But why exit? You are almost done IBM Collaboration Solutions 2017 IBM Corporation 21

22 Demo! IBM Collaboration Solutions 2017 IBM Corporation 22

23 Guided Tours First time users can understand the value of the offering via intro screens that describe the experience. IBM Collaboration Solutions 2017 IBM Corporation 23

24 Guided Tours - Helping Users Understand Product Features New guided tours to help users quickly understand the Orient Me experience. IBM Collaboration Solutions 2017 IBM Corporation 24

25 Orient Me Guided Tour Experience IBM Collaboration Solutions 2017 IBM Corporation Make the first five minutes a great experience! 25

26 First Time User Experiences - Communities IBM Connections 6 Communities have a new modern and easily customizable layouts. Utilize Touchpoint and Guided Tours to help drive visibility and ease of use. IBM Collaboration Solutions 2017 IBM Corporation 26

27 Guided Tours - Communities First Time Experience In four clicks, new users get a quick guide to understand Communities landing page options. IBM Collaboration Solutions 2017 IBM Corporation 27

28 Guided Tours - Files First Time Experience Get started with the new enhanced Files experience. Get Organized Find or create a File Take Action My Drive and Sync IBM Collaboration Solutions 2017 IBM Corporation 28

29 Guided Tours - Homepage First Time Experience This is your Command Center! See what needs attention Easily customize to make it yours IBM Collaboration Solutions 2017 IBM Corporation 29

30 Demo! IBM Collaboration Solutions 2017 IBM Corporation 30

31 How to use Touchpoint in Your Environment IBM Collaboration Solutions 2017 IBM Corporation 31

32 Touchpoint Install Download the kit from solutions catalog IBM Collaboration Solutions Catalog - IBM Connections Touchpoint IBM Knowledge Center - Installing Connections Touchpoint Steps: Modify profiles to add attributes Modify TDI pipeline Install an application Copy static webapp files Ensure /touchpoint route is available IBM Collaboration Solutions 2017 IBM Corporation 32

33 Touchpoint - Configuration Tips Auto-launch touchpoint merge footer.jsp users profile - touchpointstate Adjust the link to "policies and guidelines" in <IBM HTTP Server>/htdocs/touchpoint/js/touchpoint.js (config.privacyandguidelines.link) Adjust the link of "submit url" (the relative location to be changed to after successfully submitting the user's progress) in <IBM HTTP Server>/htdocs/touchpoint/js/touchpoint.js (config.submiturl) Adjust the link to of "exit url" (the absolute location to be changed to, if the user decides to exit Touchpoint without submitting) in <IBM HTTP Server>/htdocs/touchpoint/js/touchpoint.js (config.exiturl) IBM Collaboration Solutions 2017 IBM Corporation 33

34 Touchpoint - Configuration Tips Touchpoint is configurable to promote certain profiles and communities to be followed based on the user's departmentkey" another extensionattribute that is pre-calculated via TDI To configure those promoted objects, there are two json files located in Touchpoint's web-resources: promotions/experts.json promotions/communities.json Enter the userid and communityid in the respective files to set the static promotions IBM Collaboration Solutions 2017 IBM Corporation 34

35 What s coming next The future is pink Continuously updated Customizable All about flexibility and choice Easily expandable IBM Collaboration Solutions 2017 IBM Corporation

36 Pink initiatives Continuously updated Transition to containerbased deployment No more 18-month release cycles No more costly upgrades Streamlines and simplifies on premises updates Flexible Micro-service based architecture Faster to new features More consistent experience across the apps Improves experience for both cloud and on premises customers Customizable Move to separated presentation and services layers Customize, easily Stay current Expandable Everything will be an API Painlessly add 3 rd party applications to your environment Seamlessly integrate the experience Choose alternatives to Connections apps from growing list of partners IBM Collaboration Solutions 2017 IBM Corporation

37 IBM Collaboration Solutions 2017 IBM Corporation

38 At a glance : IBM Connections Pink Vision Containerized deployment Continuous, simultaneous delivery of new features to on premises and cloud Microservice-based architecture Collaboration platform built for today Open ecosystem; customizable Made for developers: everything is an API New technology stack Continuously updated Customizable All about flexibility and choice Easily expandable IBM Collaboration Solutions 2017 IBM Corporation

39 Resources Where to download IBM Connections 6 Components : IBM Collaboration Solutions Catalog - IBM Connections Touchpoint IBM Knowledge Center - Installing Connections Touchpoint Fix Central - IBM Connections Orient Me Also Available on Fix Central: Ephox Editor for IBM Connections IBM Connections Type-ahead Search Day1 ifix Also Available in the ICS Catalog : IBM Connections Desktop Plug-ins for Microsoft Windows IBM Connections Plug-ins for IBM Notes IBM Connections Plug-in for Microsoft Outlook IBM Connections for Mac IBM Collaboration Solutions 2017 IBM Corporation 39

40 Thank You! Let IBM transform your business with a #newwaytowork #IBMConnections Start your free trial IBM Collaboration Solutions 2017 IBM Corporation