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This presentation was given at the KM Singapore conference in Singapore on 15 Aug 09. I introduced a governance cycle and presented 4 key areas of governance: information organisation, publishing, collaboration and apps.
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Intranet governance15 Aug 09
Maish Nichani, PebbleRoadWith help from Patrick Lambe, Straits Knowledge
AgendaAt the end of this workshop you will:
• Have an actionable understanding of Intranet Governance
• Learn the elements of the Governance Cycle
• Use the governance cycle to evaluate 4 key areas of governance: information organisation, publishing, collaboration, apps
• Guard yourself against the 7 deadly sins of an intranet rollout
Intranets today
Intranet maturity
James Robertson, StepTwo Designs
Intranet maturity
Razorfish, Microsoft, Publicis
Global intranet trends - 2009
Jane McConnell, Globally local…locally global
• Collaboration features and horizontal information flows are weak.
•Many intranets are inflexible and risk losing their “raison d’etre”.
• Dissatisfaction with search is expressed by 50 percent of the organizations.
•Management is getting more involved.
• Social media are slowly finding their place behind the firewall.
• Dissatisfaction with search is 10 percent lower than last year!
3 downsides 3 upsides
Worldwide intranet challenge
Worldwide intranet challenge
What is governance?
A definition
Intranet governance is framework for managing, supporting and improving the intranet.
It aligns people and technology to realise business value.
Why governance now?
From an intranet discussion group
A big driver
“As people embrace social media in their private lives, they naturally expect to use similar tools within the enterprise. This is especially true for younger workers who use these tools in everyday life. Open communication, collaboration, and content generation are as much a part of their standard toolkit as using a computer or mobile phone.”
“Taking the slow road means that companies will risk losing workers who expect innovation in the outside world to reflect directly on how they communicate at work.”
“Going for quick adoption means that companies must find ways to overcome the risks to corporate culture that adopting these tools can entail.”
Jakob Nielsen’s Alertbox, August 3, 2009
So, why governance now?
Intranet is now considered to be a valuable business asset (finally) and is beginning to be treated as one
The era of interaction & contribution is upon us
Staff are more dependant on digital content (and increasing so on people content)
The governance cycle
Yup. It’s simple!
Right idea (what really needs to be done)
The strategy
The strategy // Right people
Martin While, Intranet Focus Michael Sampson, Michael Sampson Company Limited
The strategy // Right people
Intranet owner (IT?, KM? Comms? HR?), Intranet manager
Intranet manger, intranet champions
Technical teamContent strategist(s)
Information architect(s)Usability expert(s)
…
The strategy // Right processes
Strategy
Policies Procedures Guidelines
E.g.Who owns the news section? Who authors?Are approvals required for common content? Who approves?…
The strategy // Technology
Sharepoint
Ektron
FileNet
Websphere
Jive SBS
ThoughtFarmer
SocialText
Altassian
Interwoven
The strategy // Technology
Dion Hinchcliffe, ZDNet
Engaging stakeholders & staff
Marketing Training Internal professional services
Getting feedback
Small central team • develop strategy and vision • keep the standards up-to-date and make sure they are enforced • provide a central set of templates for all types of content that
comply with standards • manage a central set of conformance tools to check compliance
Content ownership the person who owns the content publishes and manages it
Approval/escalation the content owner’s manager approves requests to publish and acts if it isn’t managed to comply with standards
BT Intranet governance model
Mark Morrell, head of BT’s Intranet Centre of Excellence
Publishing CollaborationInformation organisation Apps
The governance framework 4 areas of governance
Information organisation governance
How do you answer these questions?
• I can’t find the latest security policy?• How do I know what my dental benefits are?• I have two versions of these guidelines, which
one should I use?• This policy dates to 1997, is it still in force?• What does form_11033.2 stand for?
Information organisation
Primary purpose:To ensure that staff can easily and consistently find information
Get feedback:Anecdotal evidenceUsability testingCard sorting
Need to be ready with:• Corporate taxonomy• Information architecture• Site structure• Metadata• Page layout and navigation• Collections (and their
models)
Engage staff:Build awareness (e.g. Did you know…)
Key people
Information architectContent strategistUsability expert
Intranet manager
By department? By function? By task?
How do I request for new hardware?
Finance Procurement Facilities IT
Pages vs. Collections
About MyCoMissionVisionPlan to conquer the world…
Pages CollectionNews item 1News item 2News item 3…News item n
Narrow byBy dateBy authorBy viewsBy tags or categoriesSearch
Publishing governance
How do you answer these questions?
• Do we use British or American English?• Is it ‘email’ or ‘e-mail’?• Are there any best practices to publish
procedures?• Do pages need a summary?• Can I cut-and-paste those 60 pages from MS-
Word?
Publishing
Primary purpose:To ensure that intranet content is of high quality
Engage:Build awarenessGive trainingExpose best practices, examples, non-examples
What needs to be in place:• Publishing process• Content style guide• Page templates (tasks, non-
task, FAQs, etc.)• Examples, non-examples• Publishing checklists• Training guides
Get feedback:Anecdotal evidence, Direct feedback, Usability testing, Analytics
Key people
Content strategistInformation architectUsability expert
Intranet manager
Review publishing standards
Toward Content Quality by Colleen Jones, UX Matters
Not all content is the same
Common (formal)
Team or group
Social
Personal
Announcements, shared services…
Work in progress, MOMs…
Discussion forums, polls, open wikis…
My stuff
Mark Morrell, head of BT’s Intranet Centre of Excellence
Publishing models
Direct Centralised Federated
Collaboration governance
How do you answer these questions?
• What is collaboration? And why do we need it now?• Three of us want to share project files, can we
setup a file server?• I am having difficulty reconciling changes
submitted by 6 people in our team, is there an automatic way of doing this?• I want to share 60MB of files, can you increase
my email quota?• How do I share files with people in different
departments?
Collaboration
Primary purpose:To ensure that staff know how collaboration can benefit them and when and how they can use it.
Engage:Build awarenessGive training (process + practice)Showcase best practicesOffer support services
What needs to be in place:• Collaboration processes• Collaboration examples, non-
examples• Redefined processes• Training on collaboration
featuresGet feedback:Anecdotal evidenceAnalytics
Key people
Intranet championsIntranet collaboration team
Intranet manager
Rethinking existing processesI have 25 folders in my S-drive, how do I get the same in collaboration spaces?
I can directly send documents to my partners by e-mail, how can I do it in collaboration spaces?
I share information using e-mail, can the collaboration space capture my e-mail and archive it?
Review intranet collaboration
PebbleRoad
Apps governance
How do you answer these questions?
• How do I create performance dashboard?• I cancelled my room booking but it still does not
show that it is free.• How do I manage all the resumes we get?• How can I get key customer support data on to
my page?• How can I see all staff suggestions made by a
particular staff?
Apps
Primary purpose:To ensure that apps are easy to use and fulfil required objectives.
Engage:Study & understand requirementsTest & prototype
What needs to be in place:• Good practice guides• Guidelines on using third-
party applications• Application procurement
guidelines• Interface guidelines• Usability guidelines
Get feedback:Anecdotal evidenceUsability testing
Finally…
7 deadly sins of an intranet rollout
1. No top-level support2. Low quality content3. Difficult to use4. No marketing5. No training6. No support7. Low-performing infra
Activity
Which sins do we most risk committing?
Table discussion
For more info
From PebbleRoad
• Intranet Governance Guide• Designing site structures for intranets
and websites• Reviewing intranet-based collaboration
setups• Planning & Sustaining Wiki-based
Collaboration Projects• Using Wikis on the Intranet: The British
Council Case Study• Creating & Maintaining a Web Style
Guide
From others
• ColumnTwo, James Robertson• Globally local…locally global, Jane
McConnell• Michael Sampson• Mark Morrell• Intranet Benchmarking Forum
http://www.pebbleroad.com/presentations/KMSG09-intranet-governance.pdf