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A Profile is the key a users' Connections identity, exploit it!

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Stuart McIntyre
Stuart McIntyre

The document discusses customizing user profiles in IBM Connections. It notes that profiles are the core feature and backbone for connecting users. While many features are available out of the box, real power comes from customizing profiles to suit the organization. The session will cover options for customizing profile attributes and fields to display important information from HR systems or social profiles. It will also discuss customizing profiles for different user types and share best practices from real implementations.

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# BLUG A PROFILE IS THE KEY TO A USERS' CONNECTIONS IDENTITY. EXPLOIT IT! Stuart McIntyre, BLUG 2013
IS THIS WHAT YOU WERE # BLUG EXPECTING? • Profiles is arguably the core feature within IBM Connections. It is the critical backbone for this people centric application. Many features and fields are available out-of-the-box, but the real power of Profiles comes to the force when it is customized to suit the organization or community it serves. • Does your organization want to leverage and maximize the value of the information in your corporate LDAP or HR database? Do you want want to make it available in the Profiles, business cards and search results? Would you like to display key contact details and job information in IBM Sametime, IBM Notes or IBM iNotes? How about social networking profile information such as Facebook and Twitter profiles? • Perhaps you have multiple user types in your company - external contractors or temporary workers for example? You may want different attributes to be displayed, or certain Profiles features blocked? • Attend this session, discover the options available to you and your organisation, and see the steps involved from beginning to end. Stuart and Wannes have performed these customizations many times in real-life Connections customer implementations (at 4.0 and prior releases) and will share their experiences and best practices.
YOUR SPEAKERS • Stuart McIntyre • Wannes Rams • CTO of Collaboration Matters, a Social Business • Social Collaboration software consultant for GFI Belux Consultancy • IBM Redbooks Thought Leader, Speaker at BLUG and • IBM Champion 2011/2012 Social Connections • Blogger (stuart-mcintyre.com), Tweeter (@stuartmcintyre) • B l o g g e r ( w a n n e s r a m s . b l o g . c o m ) , Tw e e t e r and all around Social Media advocate (@WannesRams) • Podcaster • Sadly sick and unable to attend today ;-( • Feel free to contact me, socially of course!
#blug Interaction is good! Image: http://www.slideshare.net/Niezette/100-pictures-for-powerpoint-presentations
So which is the most important feature in Connections?
Communities?
Files?
Activity Stream & Homepage?
My Opinion? Profiles.
Why?
Most importantly... User Adoption
Profiles should be but are often...
So what do we do?
e.g. remove PagerID, add field for employee ID Never ever (never!) roll out Connections with default Profiles
Pager number? When did you last have a pager?
CUSTOMISING PROFILES ATTRIBUTES • Used to be a bit of a black art • Now documented really well for 4.0 • http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_IBM_Connections_4.0_Profiles • Much improved in 4.0: • Uses Freemarker templates to allow easy customisation of Profile layouts • Add dropdowns and radar buttons • Automatic refresh of customisations when enabled
SOME EXAMPLES
What do users want/need to find? e.g. Survey your users, add fields/search attributes accordingly
# BLUG MAKE IT RELEVANT
How are individuals categorised in your organisation? e.g. How do you rank/reward/promote your employees? Ensure that is represented in Profiles
RECOGNITION • Rewards and Recognition are incredibly important • Usually mix of job title, hierarchy and awards • How do you demonstrate reputation in your organisation? • Is this visible on intranet/social systems?
# BL UG IT’S ABOUT COMPETENCE Seekers Contributors Critical Success Factors I need someone I am someone Awareness How do I know who is out there? How can I become more known? Competence (Trust) Is this person competent? How can I advertise my expertise? Benevolence (Trust) Will this person help me? How can I develop my reputation as a trusted partner? Mechanism Do we have a method to collaborate?
e.g. What do users need in a hurry, ensure this is available on biz card/search results You’re in a panic... Sev 1 Crisis! What do you need?
Free text is everything... And nothing... e.g. Ensure contextual data is populated (About me etc), but offer dropdown/restricted fields for ordered data
Reward (regular) input e.g. old data is misinformation, use badges and rewards to stimulate updates
But in truth, social software users do and the business problems the tools address. Jakob Nielsen, Usability Guru
Questions?
Thank You!

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A Profile is the key a users' Connections identity, exploit it!

  • 1. # BLUG A PROFILE IS THE KEY TO A USERS' CONNECTIONS IDENTITY. EXPLOIT IT! Stuart McIntyre, BLUG 2013
  • 2. IS THIS WHAT YOU WERE # BLUG EXPECTING? • Profiles is arguably the core feature within IBM Connections. It is the critical backbone for this people centric application. Many features and fields are available out-of-the-box, but the real power of Profiles comes to the force when it is customized to suit the organization or community it serves. • Does your organization want to leverage and maximize the value of the information in your corporate LDAP or HR database? Do you want want to make it available in the Profiles, business cards and search results? Would you like to display key contact details and job information in IBM Sametime, IBM Notes or IBM iNotes? How about social networking profile information such as Facebook and Twitter profiles? • Perhaps you have multiple user types in your company - external contractors or temporary workers for example? You may want different attributes to be displayed, or certain Profiles features blocked? • Attend this session, discover the options available to you and your organisation, and see the steps involved from beginning to end. Stuart and Wannes have performed these customizations many times in real-life Connections customer implementations (at 4.0 and prior releases) and will share their experiences and best practices.
  • 3. YOUR SPEAKERS • Stuart McIntyre • Wannes Rams • CTO of Collaboration Matters, a Social Business • Social Collaboration software consultant for GFI Belux Consultancy • IBM Redbooks Thought Leader, Speaker at BLUG and • IBM Champion 2011/2012 Social Connections • Blogger (stuart-mcintyre.com), Tweeter (@stuartmcintyre) • B l o g g e r ( w a n n e s r a m s . b l o g . c o m ) , Tw e e t e r and all around Social Media advocate (@WannesRams) • Podcaster • Sadly sick and unable to attend today ;-( • Feel free to contact me, socially of course!
  • 4. #blug Interaction is good! Image: http://www.slideshare.net/Niezette/100-pictures-for-powerpoint-presentations
  • 5. So which is the most important feature in Connections?
  • 10. Why?
  • 12. Profiles should be but are often...
  • 13. So what do we do?
  • 14. e.g. remove PagerID, add field for employee ID Never ever (never!) roll out Connections with default Profiles
  • 15. Pager number? When did you last have a pager?
  • 16. CUSTOMISING PROFILES ATTRIBUTES • Used to be a bit of a black art • Now documented really well for 4.0 • http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_IBM_Connections_4.0_Profiles • Much improved in 4.0: • Uses Freemarker templates to allow easy customisation of Profile layouts • Add dropdowns and radar buttons • Automatic refresh of customisations when enabled
  • 18. What do users want/need to find? e.g. Survey your users, add fields/search attributes accordingly
  • 19. # BLUG MAKE IT RELEVANT
  • 20. How are individuals categorised in your organisation? e.g. How do you rank/reward/promote your employees? Ensure that is represented in Profiles
  • 21. RECOGNITION • Rewards and Recognition are incredibly important • Usually mix of job title, hierarchy and awards • How do you demonstrate reputation in your organisation? • Is this visible on intranet/social systems?
  • 22. # BL UG IT’S ABOUT COMPETENCE Seekers Contributors Critical Success Factors I need someone I am someone Awareness How do I know who is out there? How can I become more known? Competence (Trust) Is this person competent? How can I advertise my expertise? Benevolence (Trust) Will this person help me? How can I develop my reputation as a trusted partner? Mechanism Do we have a method to collaborate?
  • 23. e.g. What do users need in a hurry, ensure this is available on biz card/search results You’re in a panic... Sev 1 Crisis! What do you need?
  • 24. Free text is everything... And nothing... e.g. Ensure contextual data is populated (About me etc), but offer dropdown/restricted fields for ordered data
  • 25. Reward (regular) input e.g. old data is misinformation, use badges and rewards to stimulate updates
  • 26. But in truth, social software users do and the business problems the tools address. Jakob Nielsen, Usability Guru