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IEEE’s Professional Productivity & Collaboration Tools

Ralph Ford – Vice President, Member & Geographic Activities Gianluca Setti – Vice President, Publication Services and Products John Day – Director, Member Products & Programs

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Today’s talk

Board Direction & Plan (Gianluca Setti)

Experience Highlights (John Day)

How You Can Help (Ralph Ford)

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Board Direction & Plan

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What is PPCT?

IEEE's professional networking / collaboration platform

Integrated suite of features and productivity tools that facilitate online communication, collaboration, and networking

Serving feeds of IEEE activities, events, and opportunities according to users-defined attributes and interests

Servicing both Members and non-Members

Professional Productivity and Collaboration Tools Product name coming soon

Specialized service with a scope and depth of expertise in

engineering and technology not found in general social

networks

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Objective

Serving the professional needs of current and potential IEEE members by developing tools to:

strengthen connections with the global community of technology professionals

facilitate professional development and networking

remotely collaborate in a seamless way

access and manage the information they need in their profession in a very efficient way

accelerate research and publication with improved tools

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Strategic Drivers

Audience Strategic Drivers

Networkers (Common to all audiences)

• Building the world’s most distinguished and trafficked online communities for engineering and technology professionals

• Membership growth through improved satisfaction with professional networking

• Recognize credentialing and badging accomplishments of users to colleagues and potential employers

Authors and Researchers

• Value-added features that enhance IEEE’s proposition to authors/researchers (e.g. incremental OA submissions)

• Helps preserve and expand IEEE share of community

Career Developers

• Maintain/Extend value proposition of the IEEE Job Site, as recruitment postings continue to migrate toward social media-based platforms

• Exclusive forums for members on career-related topics

Motivation: Member Satisfaction

Need to meet member expectations with a 21st-century, professional networking experience

25% gap between importance and satisfaction with IEEE opportunities for professional networking

Private networks are important to members – 86% of members participating in the IEEE / LinkedIn Group prefer keeping it “members-only” (2012 survey of IEEE/LinkedIn group participants)

2011 IEEE Member Segmentation Study Importance Satisfaction

Opportunities for Professional

Networking 71% 46%

Gap in Service 25%

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Motivation: Competitive Landscape

Need to rapidly catch-up with other organizations

Organization Action

Elsevier acquired Mendeley (April 2013) to become its “research management and collaboration networking platform”

ACS launched a “research collaboration system” called ACS Chemworx (March 2013) Based on colwiz Ltd. Software

ASME launched a service (May 2013) "to provide knowledge-sharing and collaborating with other engineering professionals "

IET launched its communities (July 2012) so people can “share ideas and expertise, collaborate, and keep up with news”

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This project exemplifies an Agile IEEE

June 2013 – MGA, PSPB, TAB agree to start work on a single integrated solution

Summer 2013 – Evaluation conducted of several options for building the service

Oct. 2013 – Decision to go with in-house built solution based on GoogleApps and Google+

Nov. 2013 – Board adds to 2014 budget – asks for full business plan by February

Feb. 2014 – Board receives and approves business plan

Aug. 2014 – Demonstration at Sections Congress of development progress (to date)

Nov. 2014 – Launch of Pilot – Review and incorporate pilot user feedback prior to full launch

Late 1Q-2015 – Full Launch

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This project exemplifies “One IEEE”

It is a joint effort by MGA, PSPB, and TAB

It has a joint volunteer-staff steering committee

Ralph Ford, MGA Gianluca Setti, PSPB Fred Mintzer, TAB Jacek Zurada, TAB Dave Green, IT

Cecelia Jankowski, MGA Anthony Durniak, Pubs Mary Ward-Callan, TA Patrick Mahoney, Marketing Tom Siegert, Finance Jim Prendergast, Exec. Director Donna Hourican, Acting CIO, PPCT Program Mgr.

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Building on our Existing Presence

• 400k+ IEEE members • 300k+ former members on file • 300k+ Society members • Annually, 250,000 conference attendees

Global Network

• 38 Technical Societies, 2200+ technical chapters, Future Directions communities

• 300+ Sections, 400+ Affinity Groups • 2,500+ Student Branches

Vibrant Communities

• Monthly, 3.5-million, unique IEEEXplore users

• 250,000+ authors • 175 periodicals

World Class Publisher

Poten

tial PP

CT U

sers

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Amplifying IEEE’s Engagement Model

Collaboration: Find others

with similar interests;

Verify their identity and credentials;

Advertise my skills, training, achievements

Productivity: Make it easy and efficient to work across organizational boundaries and geographies

Reinforce: Recommend products and services from

IEEE and others to make me more

successful

Professional: Stay connected and recruit my colleagues because IEEE enhances their career

success

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A Persona Approach to Roll-out

Career Developer

Author / Researcher

Networker Standards developer?

Conference attendee? Others? …

User engagement based on functional roles (audience segments or “personas”) Initial plan addresses 3 audiences, networker experience being foundational to all IEEE and Society membership are a type of relationship, transcending audiences Opportunities for additional audiences to be examined in the future (e.g. standards developers or conference attendees) 8/23/2014

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Approach to Development

Enterprise-wide Product Experience – Lessons Learned from myIEEE, memberNet, IEEEXplore, Author Gateway, GoogleApps@IEEE Work integration issues after PPCT launch

Transcending & Targeted Features – User engagement based on functional roles (audience segments or “personas”). Not every feature will be used by every user Member Distinction – More than an identity, but also preferential visibility

and members-only features within the platform

Continuous Testing – With different focus groups throughout the agile development process, focusing on different features Usability Testing – External User Experience (UX) and guided functional

testing, iterative development process Pilot – External user testing of the PPC Tools Phase 1 release prior to

launch, Q1 2015. Test planning and user recruitment criteria to be determined from analysis of prior usability test results and projected user population

Volunteer Participation – Key to the product’s success

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PPCT Development Progress

Release A (Apr) Programmatic community management; Collaboration features

Release B (Jun) Professional networking features; Document management

Release C (Aug) User profile & settings; Research library management

Release D (Nov – Final phase 1)

Research tools; Authoring; Management tools

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Future Opportunities for PPCT

Conference attendees experience Standards development integrations Continuing Education offerings Professional identity development through certifications or “badges” in addition to member status Apps for IEEE disciplines

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Experience Highlights 1) Screen shots represent planned capabilities, some of which are not available for viewing at Sections Congress 2) Screen shots may be difficult to see; we encourage you to visit the PPCT exhibit booth

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Features at a Glance (March 2015) Version 1.0 All Members Volunteers

Networking

• Professional Profiles • Privacy settings • Peer-to-peer connecting • Activity stream • Communities • Notifications • Integration w/ 3rd-party networks

• Member grade badging • Enhanced privacy settings • Exclusive communities

• Volunteer badging

• Vtools integration

Career Development

• Profile management / career history • Communities

• Preferential placement in recruiter search results

• Exclusive communities n/a

Research

• Content discovery, library management; importing citations and documents from multiple services

• Private collaboration groups • Communities • Cloud-storage

Authoring

• Collaborative document development • Profile management / published works • Bibliography generation • Communities • Cloud-storage

• IEEEXplore • Google Scholar • Microsoft Academic

For example… Requirements or design specifications, Application notes, Consulting proposals

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Mobile-Accessible at Launch

Device Compatible… Ubiquitous access through mobile and tablet formats to meet user preferences.

Key Features

Responsive design to adapt to viewer device

Optimized navigation offering dashboard and

drill-down usage

App-version to be assessed for future

releases

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Profile Management

Profile > Details… Standardized layout for multiple constituencies who engage with IEEE, enabling robust professional networking.

Key Features

Consolidated view into individual interests,

biography, and connectivity

Visibility controls to other members, PPCT users,

and/or the public

Real-time updates to formal memberships, publishing achievements, and more

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Profile Management (cont’d)

Profile > Privacy Settings… Users control the scope and depth of their identity and presence.

Key Features

Audience settings according to preferred visibility

Modularity allowing universal privacy settings, or

by profile element

Public setting enables indexing and discoverability by popular search engines

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Profile Management (cont’d)

Profile > My Connections… Personalized list of professional contacts, members and non-members, within the PPCT experience.

Key Features

Recommendations based on profile attributes and

engagement in IEEE

Management of existing and pending connection requests

Messaging capabilities with PPCT contacts

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Profile Management (cont’d)

Attached Services… Enhanced experience through the ability to integrate utilities, resources, and/or social networks.

Key Features

One-stop management of services connectivity

3rd-party networks integration to and from PPCT

Cloud storage connectivity regardless of location or

device

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Networks & Collaboration

Networks > People… Access to the people engaged in the world’s largest, technical professional society.

Key Features

Grade badging to distinguish IEEE members among each other and other PPCT users

Search faceting to locate users by specific criteria and

level of engagement

Connectivity through shared interests, invitation

management, and messaging

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Networks & Collaboration (cont’d)

Networks > Communities… Harnessing self-defined and shared interests to foster peer-to-peer dialog and collaboration.

Key Features

Discover technical, professional or geographic

communities

Access to communities based on IEEE or Society

membership

Consistent user experience and feature-set across

communities

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Networks & Collaboration (cont’d)

Community Tools… Help users discover and connect each other multiple forms of interaction.

Key Features

Open and closed communities based on user

affiliation(s) with IEEE

Focus driven by the community sponsors and

their objectives

PPCT and G+ integration offering an extended

community experience

Com

mun

ity Participants

Calendar

Q&A

File posting

G+ Community

Participants

Discussion strings

Link / photo posting

Event posting

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Networks & Collaboration (cont’d)

Networks > Activities… Updates from people, resources, and events of interest to you and your connections.

Key Features

Targeted opportunities to users by their defined

interests and engagement

Aggregation of updates from PPCT contacts and connected services

Filtering settings to expand or contract scope and breadth of activity feed

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Networks & Collaboration (cont’d)

Networks > Activities… Updates from people, resources, and events of interest to you and your connections.

Key Features

Targeted opportunities to users by their defined

interests and engagement

Aggregation of updates from PPCT contacts and connected services

Filtering settings to expand or contract scope and breadth of activity feed

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Research & Document Mgt

Research > Library… provides tools for authors and researchers to manage their personal research collections.

Key Features

Organize research and flag items as favorites for further

review

Filtered contents of library by type, publication year,

keywords, or collections

Search type-ahead for suggestions to easily

locate research

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Research & Document Mgt (cont’d)

Research > Importing… Import and upload content using a variety of methods; Ability to search and claim documents authored.

Key Features

Import local files in a variety of formats including PDF and

Word

Synchronize existing research collections from

Mendeley or Zotero

Search IEEEXplore, Google Scholar or Microsoft

Academic

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Research & Document Mgt (cont’d)

Research > Research Groups… Engage in collaborative authoring with peers in private groups on topics of mutual interest.

Key Features

Activities that chronicle group discussions related to

the research

Documents related to the group’s research

collaboration

Participants actively involved in the research

group

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How You Can Help

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Continue Using V-Tools

PPCT will receive a RSS feed of events from v-Tools

If a PPCT participant is an IEEE member, he will see events for his region in the activity stream

Non-IEEE members will see events for their region in the activity stream if region information is available

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Begin Planning for PPCT

Who should the Section appoint to be the PPCT subject matter expert / lead?

How can Sections leverage PPCT? – Bring attention to local

opportunities and events – Extend services locally – Engage non-members /

convert to member

Section

PPCT

Society

Online Community

MGA will be onboarding a Community Specialist to assist Sections with getting started – orientation and training webinars to commence in 4Q-2014

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Participate in the Pilot

November/December timeframe

Opportunity to experience the roll-out to a larger group of users

Provide feedback for improvement

Register to participate in the pilot at the PPCT exhibit booth

At Launch, Help Ignite Sign-ups

Every sign-up is important

PPCT users need not be members

Critical that early adopters are very motivated “Viral” (referral)

marketing will likely drive many PPCT sign-ups

Peer-to-peer referrals will likely: Occur first in the

workplace Accelerate adoption

internationally Extend IEEE visibility into

the non-IEEE audiences

Viral-Driven Viral Sign-ups

Member-Driven Viral Sign-ups

Member Sign-up

Anne

Joan

Rafael

Tonya

Juan Nan

Gerard

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This Weekend…

Learning Labs (Twice, Sunday: 9:35 & 13:10)

– Scenario-based tutorials

Exhibit Booth – Hands-on demonstration

– Register to participate in Pilot launch

G+ Online Users Community – Register to receive launch updates

and announcements about learning opportunities

Take advantage of this Sections Congress to be among the earliest and most informed IEEE Volunteers on this new and exciting capability!

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Thank you! Q&A – Strategic Direction & PPCT Experience

learning labs | exhibit booth | online users’ community

QUESTIONS