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User Adoption Strategies
Part 1—Situation, Strategies
       Michael Sampson
Agenda—The Four S’s

Examine the … Situation
Consider various … Strategies
Look at the … Survey Results
Share some … Experiences
Where am I coming from?
• Collaboration Strategist
  – Author
  – Workshop Leader
  – Analyst
• Work with end-user organizations
• Strategies for
  Making Collaboration Work
  – Culture
  – Governance
  – Adoption
Book: Collaboration Roadmap
• Collaboration Roadmap –
  You’ve Got the
  Technology—Now What?
• Doing “the business stuff”
  –   Technology
  –   Governance
  –   Engagement
  –   User Adoption


  michaelsampson.net/collaborationroadmap.html
Book: User Adoption Strategies (2nd Ed)
• User adoption is the #1
  challenge with
  collaboration tools and
  approaches
  – Theory
  – Framework
  – Practical Strategies
  – Developing an Approach
• Due July 2012

         michaelsampson.net/useradoption2.html
1
Examine the … Situation
Vendors have released …
… some amazing collaboration tools

           IBM Connections
          Microsoft SharePoint
                  Jive
Business partners are …
    … ready and able to help
Significant opportunities are …
… available to forward-thinking firms
Great technology is NOT enough
Biggest Impediment:
          Lack of Understanding
• AIIM study, figure 10




                                  AIIM (2009)
90% People, 10% Technology



Business driver (the why)     Product
Team culture                  Features
Interpersonal trust
Interdependence
Incentives
Social patterns
                            www.netage.com
Avoiding Failure vs. Chasing Success
AVOIDING FAILURE            CHASING SUCCESS
• Good infrastructure       • Client support and Business
• Responsive applications     acceptance
                            • Training
                            • Engagement processes
                            • Branding
                            • Best practices
                            • User manuals
                            • Communities of practice
                            • Customer service

                                             Stephens (2005)
How IT creates business value
   IS/IT conversion process        IS/IT use process         Competitive process




IS/IT                         IS/IT                IS/IT               Organizational
expenditure                   assets               impacts             performance



      IT management/                 Appropriate/            Competitive position/
     conversion process            inappropriate use         competitive dynamics




                                                              Ward & Daniel (2006)
Really Understand the Technology
Outline the Vision
Accept that Technology is a Small Factor
 in Success
Determine Your Governance Approach
Make Every Effort to Engage the Business
Apply Intentional Energy to Adoption
Pursue Increasing Value
Really Understand the Technology
Outline the Vision
Accept that Technology is a Small Factor
 in Success
Determine Your Governance Approach
Make Every Effort to Engage the Business
Apply Intentional Energy to Adoption
Pursue Increasing Value
EXPLORING 1
   Adoption doesn’t just happen

            No adoption = No value
Adoption strategy = Increasing the odds of value
 Business case assumes 100% adoption. Oops.
EXPLORING   2
Poor adoption is a common issue
“The hard part is
getting people to
use it in a way
which makes
them more
productive.”




   SharePoint
“The hard part is   “There are
getting people to   plenty of
use it in a way     examples of
which makes         failed social
them more           software
productive.”        projects. Why
                    did they fail?
                    Because they
                    were not
                    embraced by
                    users.”

   SharePoint          Socialtext
“The hard part is   “There are       “Administrators
getting people to   plenty of        often find it
use it in a way     examples of      difficult to teach
which makes         failed social    business users
them more           software         how new tools
productive.”        projects. Why    can help them in
                    did they fail?   their work.
                    Because they     People are busy,
                    were not         and scared.”
                    embraced by
                    users.”

   SharePoint          Socialtext    IBM Connections
EXPLORING     3
Adoption is a process, not an event
Four Stage Model of User Adoption



  STAGE 1      STAGE 2       STAGE 3       STAGE 4
 Winning     Cultivating    Enlivening     Making
 Attention      Basic      Applicability   It Real
              Concepts
2
Consider various … Strategies
STAGE 1      STAGE 2        STAGE 3       STAGE 4
Winning      Cultivating    Enlivening     Making
Attention       Basic      Applicability   It Real
              Concepts



     Stage 1. Winning Attention

They aren’t interested in features and capabilities
        How do we get them interested?
              What others are doing
Exemplar Stories
• How other people in your organization are
  getting value and benefit
• Real people, real situations … “social proof”
• “I want that”
• On intranet, in newsletters




                                Stage 1. Winning Attention
Real-to-Life Scenarios
• Narrative scenarios about how a group works
  – “A day in the life of customer services”
  – “A project in the day of a research team”
• Shows the possibilities embedded in their reality
• E.g., Seamless Teamwork
  – Team project scenario with SharePoint (end-to-end)




                                   Stage 1. Winning Attention
Senior Executive Support
• Senior executives as involved as others
  – E.g., Senior Executive Meetings
  – Executive Modeling
• Provides environmental context
  – Helpful, but insufficient to drive change




                                    Stage 1. Winning Attention
STAGE 1      STAGE 2        STAGE 3       STAGE 4
 Winning      Cultivating    Enlivening     Making
 Attention       Basic      Applicability   It Real
               Concepts



Stage 2. Cultivating Basic Concepts

          Explain how the new stuff works
                 Train how to use it
 Provide grounding, conceptual understanding, and
                practical experience
Classroom Training
• Teach the “what” of IBM Connections (or
  other collaboration tool)
  – Various design considerations
  – Good for dense concentrations of people
  – Hands-on = better learning




                           Stage 2. Cultivating Basic Concepts
Web-Based Training
• Live webinars, Recorded webinars, or
  E-learning courseware
  – Wide geographical coverage without travel
  – Self-paced instruction
  – Ease of updating with new material




                           Stage 2. Cultivating Basic Concepts
Pages on the Intranet
• Help pages on the Intranet
  – Usually text heavy, can include screen recordings
  – Can be VERY boring, and LACK context
  – Self-paced instruction
  – Could include social engagement opportunities




                            Stage 2. Cultivating Basic Concepts
STAGE 1          STAGE 2        STAGE 3        STAGE 4
Winning          Cultivating    Enlivening      Making
Attention           Basic      Applicability    It Real
                  Concepts



Stage 3. Enlivening Applicability

              Explore reasons and value
            How could it apply to their work?
             “me, us, my group and team”
Facilitated Group Re-Imagining
• What are the activities the group does today?
  – These are underpinned by assumptions about
    technology capability sets
  – BUT … these have changed
  – So what now?
  – How can we re-imagine work?




                            Stage 3. Enlivening Applicability
Sandbox for Experimentation
• A place to play and try things out
  – Less about “doing business”
  – More about “what could this do for me or us?”




                             Stage 3. Enlivening Applicability
Easy First Steps
• Help them to accomplish the first things
  – Setting their profile
  – Uploading a picture
  – Creating subscriptions
  – Looking at the various places
  – Subscribing to a relevant community
• Changes it:
  – from “a system out there”
  – to “something I am involved with”
                             Stage 3. Enlivening Applicability
One-to-One Coaching
• Observational learning about current work
  practice
• In-situ recommendations or ideas:
  – “Did you know you could …”
  – “Have you tried doing it this way …”
  – “Why are you clicking into there?”
• Also called “Over-the-shoulder watching”


                              Stage 3. Enlivening Applicability
STAGE 1          STAGE 2        STAGE 3       STAGE 4
Winning          Cultivating    Enlivening     Making
Attention           Basic      Applicability   It Real
                  Concepts



            Stage 4. Making It Real

             Make it real and personally relevant
                  It’s the new “now” way
              Don’t shoot yourself in the foot
Stop Doing, Start Doing Patterns
• A mini-activity or set of sequences for a group
  – Frequently repeated, well embedded
  – A way of encapsulating the transition from the old
    to the new
     • Document reviews
     • Discussions
     • Finding expertise
  – Accountability lever


                                      Stage 4. Making It Real
Internal User Group
• Internal group made up of supportive
  individuals
  – Focus is on doing work better with the new stuff
  – Discussions, Asking questions, Finding expertise,
    Moaning together




                                      Stage 4. Making It Real
Zero Other Options
• Treat the new system as the place of work
  – Post the meeting notes
  – Upload the latest document version
  – Keep team member details
  – “We do work in here”
• Don’t make exceptions for people




                                    Stage 4. Making It Real
Next time …

Look at the … Survey Results
Share some … Experiences
Michael Sampson
@collabguy
michaelsampson.net

More Related Content

User Adoption Strategies: Part 1

  • 1. User Adoption Strategies Part 1—Situation, Strategies Michael Sampson
  • 2. Agenda—The Four S’s Examine the … Situation Consider various … Strategies Look at the … Survey Results Share some … Experiences
  • 3. Where am I coming from? • Collaboration Strategist – Author – Workshop Leader – Analyst • Work with end-user organizations • Strategies for Making Collaboration Work – Culture – Governance – Adoption
  • 4. Book: Collaboration Roadmap • Collaboration Roadmap – You’ve Got the Technology—Now What? • Doing “the business stuff” – Technology – Governance – Engagement – User Adoption michaelsampson.net/collaborationroadmap.html
  • 5. Book: User Adoption Strategies (2nd Ed) • User adoption is the #1 challenge with collaboration tools and approaches – Theory – Framework – Practical Strategies – Developing an Approach • Due July 2012 michaelsampson.net/useradoption2.html
  • 6. 1 Examine the … Situation
  • 7. Vendors have released … … some amazing collaboration tools IBM Connections Microsoft SharePoint Jive
  • 8. Business partners are … … ready and able to help
  • 9. Significant opportunities are … … available to forward-thinking firms
  • 10. Great technology is NOT enough
  • 11. Biggest Impediment: Lack of Understanding • AIIM study, figure 10 AIIM (2009)
  • 12. 90% People, 10% Technology Business driver (the why) Product Team culture Features Interpersonal trust Interdependence Incentives Social patterns www.netage.com
  • 13. Avoiding Failure vs. Chasing Success AVOIDING FAILURE CHASING SUCCESS • Good infrastructure • Client support and Business • Responsive applications acceptance • Training • Engagement processes • Branding • Best practices • User manuals • Communities of practice • Customer service Stephens (2005)
  • 14. How IT creates business value IS/IT conversion process IS/IT use process Competitive process IS/IT IS/IT IS/IT Organizational expenditure assets impacts performance IT management/ Appropriate/ Competitive position/ conversion process inappropriate use competitive dynamics Ward & Daniel (2006)
  • 15. Really Understand the Technology Outline the Vision Accept that Technology is a Small Factor in Success Determine Your Governance Approach Make Every Effort to Engage the Business Apply Intentional Energy to Adoption Pursue Increasing Value
  • 16. Really Understand the Technology Outline the Vision Accept that Technology is a Small Factor in Success Determine Your Governance Approach Make Every Effort to Engage the Business Apply Intentional Energy to Adoption Pursue Increasing Value
  • 17. EXPLORING 1 Adoption doesn’t just happen No adoption = No value Adoption strategy = Increasing the odds of value Business case assumes 100% adoption. Oops.
  • 18. EXPLORING 2 Poor adoption is a common issue
  • 19. “The hard part is getting people to use it in a way which makes them more productive.” SharePoint
  • 20. “The hard part is “There are getting people to plenty of use it in a way examples of which makes failed social them more software productive.” projects. Why did they fail? Because they were not embraced by users.” SharePoint Socialtext
  • 21. “The hard part is “There are “Administrators getting people to plenty of often find it use it in a way examples of difficult to teach which makes failed social business users them more software how new tools productive.” projects. Why can help them in did they fail? their work. Because they People are busy, were not and scared.” embraced by users.” SharePoint Socialtext IBM Connections
  • 22. EXPLORING 3 Adoption is a process, not an event
  • 23. Four Stage Model of User Adoption STAGE 1 STAGE 2 STAGE 3 STAGE 4 Winning Cultivating Enlivening Making Attention Basic Applicability It Real Concepts
  • 25. STAGE 1 STAGE 2 STAGE 3 STAGE 4 Winning Cultivating Enlivening Making Attention Basic Applicability It Real Concepts Stage 1. Winning Attention They aren’t interested in features and capabilities How do we get them interested? What others are doing
  • 26. Exemplar Stories • How other people in your organization are getting value and benefit • Real people, real situations … “social proof” • “I want that” • On intranet, in newsletters Stage 1. Winning Attention
  • 27. Real-to-Life Scenarios • Narrative scenarios about how a group works – “A day in the life of customer services” – “A project in the day of a research team” • Shows the possibilities embedded in their reality • E.g., Seamless Teamwork – Team project scenario with SharePoint (end-to-end) Stage 1. Winning Attention
  • 28. Senior Executive Support • Senior executives as involved as others – E.g., Senior Executive Meetings – Executive Modeling • Provides environmental context – Helpful, but insufficient to drive change Stage 1. Winning Attention
  • 29. STAGE 1 STAGE 2 STAGE 3 STAGE 4 Winning Cultivating Enlivening Making Attention Basic Applicability It Real Concepts Stage 2. Cultivating Basic Concepts Explain how the new stuff works Train how to use it Provide grounding, conceptual understanding, and practical experience
  • 30. Classroom Training • Teach the “what” of IBM Connections (or other collaboration tool) – Various design considerations – Good for dense concentrations of people – Hands-on = better learning Stage 2. Cultivating Basic Concepts
  • 31. Web-Based Training • Live webinars, Recorded webinars, or E-learning courseware – Wide geographical coverage without travel – Self-paced instruction – Ease of updating with new material Stage 2. Cultivating Basic Concepts
  • 32. Pages on the Intranet • Help pages on the Intranet – Usually text heavy, can include screen recordings – Can be VERY boring, and LACK context – Self-paced instruction – Could include social engagement opportunities Stage 2. Cultivating Basic Concepts
  • 33. STAGE 1 STAGE 2 STAGE 3 STAGE 4 Winning Cultivating Enlivening Making Attention Basic Applicability It Real Concepts Stage 3. Enlivening Applicability Explore reasons and value How could it apply to their work? “me, us, my group and team”
  • 34. Facilitated Group Re-Imagining • What are the activities the group does today? – These are underpinned by assumptions about technology capability sets – BUT … these have changed – So what now? – How can we re-imagine work? Stage 3. Enlivening Applicability
  • 35. Sandbox for Experimentation • A place to play and try things out – Less about “doing business” – More about “what could this do for me or us?” Stage 3. Enlivening Applicability
  • 36. Easy First Steps • Help them to accomplish the first things – Setting their profile – Uploading a picture – Creating subscriptions – Looking at the various places – Subscribing to a relevant community • Changes it: – from “a system out there” – to “something I am involved with” Stage 3. Enlivening Applicability
  • 37. One-to-One Coaching • Observational learning about current work practice • In-situ recommendations or ideas: – “Did you know you could …” – “Have you tried doing it this way …” – “Why are you clicking into there?” • Also called “Over-the-shoulder watching” Stage 3. Enlivening Applicability
  • 38. STAGE 1 STAGE 2 STAGE 3 STAGE 4 Winning Cultivating Enlivening Making Attention Basic Applicability It Real Concepts Stage 4. Making It Real Make it real and personally relevant It’s the new “now” way Don’t shoot yourself in the foot
  • 39. Stop Doing, Start Doing Patterns • A mini-activity or set of sequences for a group – Frequently repeated, well embedded – A way of encapsulating the transition from the old to the new • Document reviews • Discussions • Finding expertise – Accountability lever Stage 4. Making It Real
  • 40. Internal User Group • Internal group made up of supportive individuals – Focus is on doing work better with the new stuff – Discussions, Asking questions, Finding expertise, Moaning together Stage 4. Making It Real
  • 41. Zero Other Options • Treat the new system as the place of work – Post the meeting notes – Upload the latest document version – Keep team member details – “We do work in here” • Don’t make exceptions for people Stage 4. Making It Real
  • 42. Next time … Look at the … Survey Results Share some … Experiences

Editor's Notes

  1. “aggressive, entrepreneurial”