Social Collaboration For Dummies®

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Table of Contents

Introduction

About This Book

Foolish Assumptions

Icons Used in This Book

Beyond the Book

Where to Go from Here

Part I: Getting Started with Social Collaboration

Chapter 1: Connecting Business Collaboration with Social Networking

Defining Social Collaboration

Seeing how social collaboration can help your business

Social collaboration: not about cloning Facebook

Socializing software

Making social networking serve business purposes

Distinguishing between Collaboration and Social Networking

Accelerating teamwork with collaboration

Reaching across the organization with social networking

Bringing Collaboration and Social Networking Together

Sharing expertise within the organization

Introducing new collaborations

Finding new connections through existing connections

Linking knowledge, documents, and projects to people

Competing and Coexisting with E-Mail

Providing social discussions as an alternative to Reply to All

Linking to documents rather than attaching them

Encouraging sharing beyond the personal inbox

Bridging the gap between social collaboration and e-mail habits

Exploring Practical Applications of Social Collaboration

Helping sales teams close more deals with social collaboration

Finding answers to questions

Coordinating projects from the social activity stream

Generating ideas for products and business improvements

Chapter 2: Getting Familiar with Social Collaboration Tools

Introducing Social Collaboration Tools

Taking a look at corporate activity streams

Sharing links, media, and documents

Determining what to post to an activity stream

Monitoring an activity stream

Connecting external applications to an activity stream

Addressing your post to a specific person or group

Moving Beyond Social Media

Introducing Facebook and Twitter users to social collaboration

Keeping social collaboration productive with policies and community management

Navigating the Enterprise Social Graph

Defining the social graph

Making friends with reciprocal links

Following people and subscribing to their feeds

Subscribing to feeds about documents, events, projects, or customer records

Searching for expertise

Searching the social graph

Forming Groups

Making room for projects

Configuring levels of privacy in a group

Working Together on Content

Creating, editing, and linking documents wiki-style

Incorporating file sharing

Forecasting the Future of Social Collaboration

Chapter 3: Putting Social Collaboration to Work

Harnessing the Energy of Social Networks for Business

Gearing Up for Implementation

Forming the team

Organizing advocates

Borrowing freely from consumer innovations

Branding the network

Publicizing the launch

Addressing Enterprise Requirements for Social Collaboration

Ensuring security and balancing trade-offs

Archiving content for backup and legal discovery

Integrating with existing portal and document management infrastructure

Linking to corporate directories and HR systems

Layering social connections onto existing applications

Connecting multiple social applications

Putting Social Collaboration in Context

Part II: Organizing Work with Social Collaboration

Chapter 4: Everyday Sharing on a Social Network

Sharing and Targeting Posts

Posting a simple status message

Knowing your audience

Sharing with the entire organization

Sharing with a group

Tagging other users to get their attention

Classifying posts with hashtags or formal taxonomy

Choosing Types of Posts Useful for Social Collaboration

Asking a question

Polling the organization

Thanking people and recognizing employees for achievement

Sharing Files and Media

Sharing files and documents

Working with collaborators on a business record

Sharing images and video

Responding to Another User’s Post

Chapter 5: Working Your Network

Making and Cultivating Connections

Returning the favor

Cultivating connections

Looking Professional Online

Fleshing out your profile

Answering questions

Sharing useful information

Joining the right groups

Having fun while showing respect for the workplace

Chapter 6: Managing Projects and Tasks

Sharing Progress Reports as Simple Social Posts

Using More Sophisticated Social Task Management

Creating a task as a social object

Assigning tasks to other users

Setting deadlines

Exploring additional social task management options

Structuring Work in Podio

Introducing Podio apps and tasks

Building a Podio app

Creating a task

Creating related tasks

Managing Activities in IBM Connections

Comparing Approaches to Social Task Management

Building social features into project management tools

Adding tasks to a social platform as a social object type

Coordinating activities through informal social sharing

Chapter 7: Collaborating on Content

Sharing Document Files

Uploading and downloading

Previewing in the browser

Checking in and checking out

Sharing documents as social objects

Writing and Editing Documents Together

Collaborating on content, wiki-style

Editing simultaneously, à la Google Docs

Keeping Content under Control

Part III: Exploring the Social Collaboration Software Market

Chapter 8: Beginning Your Search for a Social Collaboration Platform

Developing a Plan for Choosing a Social Collaboration System

Identifying Key Distinguishing Features

Mobilizing for results

Searching for the best social search engine

Managing content beyond the status post

File sharing and the cloud

Motivating behavior with gamification

Supporting innovation and ideation

Choosing Software to Organize Ideas

Understanding the Different Types of Vendors and Products

Comparing established system vendors versus startups

Seeking simplicity

Going lightweight

Insisting on sophistication

When you need it all

Weighing Trade-Offs

Getting started trumps perfection

Trusting future features

Chapter 9: Charting the Products and Vendors

Examining Selected Social Collaboration Vendors

Reviewing the leaders

Collaborating in the cloud

Cloud, hosted, or on premises

But wait — there’s more!

Building a Short List of Candidates

Getting Started for Free

Taking advantage of freemium and free trial offers

Calculating the cost of “free”

Conducting a Pilot Project

Planning the pilot project

Considering the cost

Designing a successful pilot project

Generating buzz

Ensuring access to data

Identifying Distinguishing Characteristics of the Leaders

Choosing a comprehensive platform

Focusing on the activity stream

Supporting a specific application like sales collaboration

Managing tasks and projects

Dealing with SharePoint

Assessing commitment to Microsoft’s collaboration platform

Using SharePoint as your social platform

Extending SharePoint

Linking SharePoint to your social platform

Scrapping SharePoint

Chapter 10: Social Collaboration in the Cloud

Playing in the Cloud

Recognizing the innovation taking place in cloud computing

Making collaboration services available from anywhere

Providing private cloud alternatives if public cloud is unacceptable

Distinguishing between Cloud and Application Hosting

Assessing the Advantages of the Cloud

Reducing the burden on your IT department

Taking advantage of continuous improvements

Reaching out to telecommuters and traveling employees

Automating account provisioning

Appreciating the Advantages of Cloud-Only Products

Delivering continual innovation

Focusing on a single version of software

Upgrading difficulties become a thing of the past

Avoiding the Pitfalls of Free

Embracing ad hoc efforts, where possible

Weighing Simplicity Versus Control

Addressing Concerns about Cloud Services

Understanding key security practices

Trusting but verifying service provider security and reliability

Integrating existing resources

Complying with regulations

Achieving integration across a firewall

Negotiating a Better Contract

Chapter 11: Standards for Social Networking and Integration

Surviving Shifting Standards

Coping with immature technologies

Recognizing de facto standards

Leveraging Common Social Web Standards

Authorizing social app access with OAuth

Standardizing feeds with ActivityStrea.ms

Embedding apps in HTML iframes

Setting social context with JavaScript APIs

Charting Facebook’s Open Graph

OpenSocial: Providing an Enterprise Standard for App Embedding

Calculating the Odds for the Future of Social Software Standards

Part IV: Managing Social Collaboration

Chapter 12: Succeeding with Social Collaboration

Organizing Social Collaboration

Putting someone (or some team) in charge of community management

Naming group community managers

Developing a Strategy for Success

Positioning your team for a quick win

Going boldly forward

Seeking Strong Sponsorship

Making the Case for Broader Use

Getting Employees Up to Speed

Offering training resources

Focusing on the essentials

Setting and communicating acceptable use policies

Providing guidance on which communication tool to use

Putting Social Collaboration in the Flow of Work

Avoiding duplicate communications

Embedding project and task management

Seeking opportunities to simplify processes with social workflow

Recognizing Participation and Performance

Show your people you like them

Engaging participants with gamification

Highlighting corporate performance and network participation

Chapter 13: Managing Successful Collaboration Communities

Keeping a Social Community Healthy

Learning from external communities

Analyzing the community population

Models of social community quality

Moderating conversations

Coaching community members for success

Structuring Collaboration with Groups

Controlling the proliferation of groups

Reserving the company-wide activity stream for items of company-wide interest

Segmenting discussions to cut down on noise

Encouraging open group access

Supporting private groups, where appropriate

Chapter 14: Engaging External Collaborators

Recognizing How External Collaboration Is Different

Setting Ground Rules for External Sharing

Providing for Proper Security

Engaging Customers

Engaging Partners

Part V: Playing Your Part in a Social Business

Chapter 15: The CEO and Executive Management Guide to Social Collaboration

Leading with Social Collaboration

Driving Innovation by Getting the Whole Organization Thinking

Managing innovation

Focusing innovation

Organizing ideas for improvement

Making a game of it

Rating the best ideas

Showcasing leaders, recognizing winners

Blogging and Sharing for Leaders

Listening to the Social Network

Understanding the Implications of Transparency

Encouraging Connections Across the Organization

Chapter 16: The CIO Guide to Social Collaboration

Integrating Applications and Organizations with Social Collaboration

The integration opportunity

The importance of making exceptions

Balancing Requirements: User, Community, and Enterprise Needs

Building Communities to Last

Planning for Integration

Embracing Innovation

Chapter 17: The Workplace Leader’s Guide to Social Collaboration

Using Social Collaboration to Create a Welcoming, Productive Workplace

Knowing Who Leads on Workplace Design

Choosing Social Workplace Applications

Recognizing Achievement

Synchronizing with HRIS

Chapter 18: Social Collaboration for the Sales Team

Coordinating Sales Teams

Choosing the Right Tool

Cracking the Market for Sales Intelligence

Building a Culture of Collaboration

Sharing to Win Sales

Capitalizing on Competition

Recognizing Achievement

Examining a Successful Implementation

Chapter 19: Social Collaboration for the Worker Bee

Using Social Collaboration for Everyday Tasks

Working out loud

Understanding when to ditch e-mail

Practicing Proper Etiquette

Keeping Discussion Productive and Professional

Building Your Professional Brand

Part VI: The Part of Tens

Chapter 20: Ten Common Themes in Social Collaboration Success Stories

Executive Sponsorship Makes a Difference

Familiarity Is Just a Starting Point

Don’t Hamstring Use

Build on What Works

Get Off to a Good Start

Show Relevance

Conquering Time and Space

Fight Fragmentation

Maintaining Order

Showcase Success

Chapter 21: Ten Obstacles to Social Collaboration Success

Overcoming a Commanding-and-Controlling Culture

Fending Off Negative Connotations

Avoiding Fragmentation

Lacking Resources for Integration

Generating Buzz

Competing with Free Public Social Networks

Complying with Industry Regulations

Attracting Participants

Suffering Groupware, Knowledge Management Hangover

Falling Back on E-mail

Chapter 22: Ten Ways to Make Social Collaboration Pay Off

Starting with a Purpose

Accelerating Sales

Aligning Marketing and Sales

Backing Up Customer Service

Creating New Products

Boosting Productivity

Stopping Time-Wasting Activities

Improving Employee Engagement

Breaking Down Silos

Acting Like a Social Business

Appendix: Case Studies: Learn from Others

Cheat Sheet

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