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    2006 Collaborative Strategies. All rights reserved.

    The Future Of Collaboration

    Ann Marcus and

    David Coleman,

    Collaborative Strategies

    CTS 2006 Tutorial:May 14th, 2006

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    Section 1: Definitions and

    Evolution

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    Definitions of ElectronicCollaboration

    Intentional group processes plus software to supportthem. Peter & Trudy Johnson-Lenz, 1978

    A co-evolving human tool system. Doug Engelbart,1988

    Computer-mediated interactions that increase theproductivity or functionality of person-to-personprocesses. David Coleman, 1992

    E-Collaboration occurs anytime you have 2 ormore people sharing complex information viathe computer on an ongoing basis for aspecific purpose or goal.

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    Critical Definitions

    Communication: a message is sent fromperson A to person B, and receipt isacknowledged by person B

    Interaction: a message is sent from personA to person B, and receipt is acknowledgedby person B, and person B sends a messageback to person A in reply.

    Collaboration- multiple interactionsbetween two or more people for somecommon goal

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    Critical Definitions -2

    Synchronous Collaboration- the interaction occursvia computer within 5 seconds (e.g., IM/chat)

    Asynchronous Collaboration - no time limit on thecomputer-mediated interaction (e.g., BBS, threaded

    discussions, e-mail) SemiSynchronous a non-permanent but persistent

    version of a synchronous interaction.

    Vertical vs. Horizontal Markets/ Solutions

    Vertical: An Industry: Hight Tech, Pharma, Banking, Education,Govt., etc.

    Horizontal: Marketing/Sales, Operations, Financial, etc.

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    Collaborative Data Model

    All collaborative interactions have toincorporate one or more of these four datatypes:

    Structured Data (database)

    Unstructured Data (e-mail, documents, etc.)

    Conversations (IM, threaded discussions, etc.) Tasks (actions in a project)

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    The Evolution of Interaction

    Person to Data/Content

    People interact through

    Data/Content

    Data/Content

    People interact with

    People

    around/aboutData/ContentData/Content

    Data/Content

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    Section 2: Survey Results

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    CS Survey (#1)

    Survey sent out to 4000 people, January 2005; 100+responses (2.5%)

    Market Demographics:

    43% Small orgs (1-100 people)

    20% Medium orgs (100 1000 people)

    37% Large orgs (1,000 -10,000 +people)

    Industries: Manufacturing, Consulting, Computer

    (HW/SW) Financial Services, Health care, Govt.Education.

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    Results of CS Survey (#1)

    Over 50% respondents are Officer/Executives

    Over 62% work on a team over 50% time

    Over 67% influence or make final purchasingdecision

    72% are not sure how to apply collaborationtechnologies

    65% have fear of using collaborationtechnologies

    Demographics: 50% respondents in U.S.; other 50%all over world

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    Results: Collaborative Area of Interest

    Best Practices 65%

    Cultural/behavioral issues62%

    Case Studies 54%

    Virtual workspaces 53%

    Online Community tools 51%

    Social networking tools 46%

    DPM tools 37%

    Blogs/Wikis 31%

    Expertise discovery 25%

    Data conferencing 25%

    IM/Chat 23%

    Video conf 18%

    Audio conf 15%

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    CS Survey Results

    How do you learn about collaborative tools? Online resources 54%

    Peer recommendations 42%

    Given to us by IT 36% Team member recommendation 27%

    Industry conferences 20%

    Team consensus evaluation 19%

    Sequential team evaluation 13%

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    Testing CT Theories

    The research involved testing several theories aboutcollaboration technologies: Most people only see the value of collaboration technologies

    in tangible results from collaboration.

    Collaborative value is emergent, and can occur in anunplanned manner.

    Populations with different levels of experience withcollaboration technologies have different beliefs in the valueand benefits that can be achieved.

    IT professionals have different beliefs about the benefits andvalue of collaboration technologies than non-IT workers.

    The time-to-value for collaboration technologies should bemeasured in years, rather than months.

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    Perception of Value for CT 800 online surveys

    Almost 40 phone interviews

    All sub-populations found CT both valuable andbelievable

    IT professionals

    No experience, some experience, regular experience

    Small, medium, and large organizations Industry type (manufacturing, services, government, education)

    Role in organization (Sr. Mgt., Mgr/Dir, Team Member)

    Results of Survey (#2)

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    Research on Value of CT

    CS completed a research study on how people perceive thevalue of collaboration technologies in Q1 of 2005.

    The results of the survey demonstrate the value of the benefitsof collaboration technologies were perceived as highly importantacross a variety of different populations.

    Not only were the benefits seen as important, but thebelievability the technology would be able to help deliver thebenefits was also rated quite high.

    In measuring time-to-value the survey showed that 45% ofthose implementing a collaborative technology received value

    from collaboration within three months, and 69% in less than ayear.

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    Time to Value for CT

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    Research Outcomes

    In the buying process, almost equal weight was givento intangible benefits vs. tangible. Survey respondents cited both planned and emergent

    value (happy accidents) as being importantoutcomes.

    Many of the research respondents did not start outwith a clear method for measuring ROI forcollaboration technologies.

    Yet, most of the survey respondents and all of the

    people interviewed found clear and importantbenefits and value from implementing collaborationtechnologies in their organizations. Cite Genderdifferences Study by

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    All CT Benefits Reduced to Four

    Saving Time or Money (tangible)

    Increasing Quality (tangiblebut less so)

    Innovation and/or decision support (tangiblebut less than quality)

    Interactions with or access to experts orothers (intangible)

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    Drivers for Purchasing CT

    Remote patient diagnosis between doctors.Expert advice fortimely decisions.

    Distributed sales team working on proposals orprojects together.

    Meeting tightdeadlines.

    Support Dept. lowers costs with faster exceptionhandling/ KM / Outreach into cloud

    Improve customerservice.

    Conduct focus groups w ith customers. Develop new products among distributed R&D

    teams.

    Reduce time tomarket

    Meet and interact with ex ternal parties such ascustomers, suppliers, government agencies, etc.around documents, presentations, anddemonstrations.

    Interview job candidates on a remote basis. Deliver distance learning/ training to remote

    employees.

    Limited travel budget

    Business Process ExamplesDriver

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    Verticals AdoptingCollaborative Technologies Today

    High Tech

    Financial Services

    Telecommunications

    Pharmaceutical/Health Care

    Academic Institutions

    Government

    (some) Manufacturing

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    Section 3. VTS

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    VTS - Definition

    A secure and persistent virtual environment thatallows team members with various roles tointeract with each other around team or project

    content and process.

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    What is a VTS?

    Virtual Team Spaces are: Asynchronous

    Based on groupware technologies

    Provide a secure space where geographicallydistributed teams can work together

    Often offer some document management features

    Usually connect to e-mail and other ERP apps.

    Evolving into On-Demand Collaboration tools (withthe addition of RTC features)

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    Evolution of VTS Tools

    Structured

    asynchronous

    communication

    s: Threaded

    discussions,

    shared

    calendars.

    Enables group

    communication

    & coordination

    but may not

    target critical

    processes.

    De-Facto standard

    for team

    communication.

    Sequential process

    does not support

    team work well.

    Sequential info

    flow; editing, &

    changes difficult

    to track / share;

    each copy

    degraded; color

    not available.

    No visual element or

    ability to included

    documents. Fax

    becomes adjunct

    functionality.

    Specific end

    poring, poor

    security, cant

    broadcast,

    limited

    alphanumeric

    messaging.

    Shared anytime

    access to secure

    Documents,

    management

    Shared access

    to a secure

    master

    document.

    Interactions

    measured in

    hours or

    minutes.

    Fastest delivery of

    written

    communication &

    digital files across

    large distances in

    hours or minutes.

    Phone and

    scanning

    technology for

    faster delivery of

    written

    communication

    over distance

    Immediate delivery of

    audio communication

    across large distances

    instantly.

    Standardized &

    secure service

    for written

    communication

    over distance for

    coordination.

    Many-to-many

    communication

    for virtualteams.

    Many-to-many

    communication

    for virtualteams.

    1-to-1, 1-to-many

    (broadcast e-mail)

    1-to-1, 1-to-many

    (broadcast fax)

    1-to-1, party lines,

    conference calls

    1-to-1

    Communication

    2000s1990s1980s1970s1800s1800s

    Web-based

    VTS tools

    Virtual Team

    & Workplace

    Software Tools

    E-mailFaxTelephoneTelegraph

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    Various Forms of VTS Tools

    Project Team Collaboration (PTC) tools (eRoom & PlanView)

    Intranets/Extranets (Intranets.com now WebEx Office)

    Groupware (IBM/Lotus Notes)

    Content/Document Management (Vignette Collaboration)

    Knowledge Management (Knexa)

    Chat and discussion boards (WebBoard

    Online community (Yahoo groups)

    E-collaboration tools (e-Room, Groove)

    Portals (Plumtree (now BEA)

    DPM (distributed project management) tools

    Wikis (GroveSite, JotSpot, SocialText)

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    Technology

    + Culture

    + Economics+ Politics

    ElectronicCollaboration

    Success

    Formula forElectronic Collaboration Success

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    Technology EconomicsCulture Politics

    Score = Score = Score = Score =

    Weight = 1 Weight = 2 Weight = 3 Weight = 4

    Subtotal =Score X Weight

    Subtotal =Score X Weight

    Subtotal =Score X Weight

    Subtotal =Score X Weight

    + =++

    Total

    Assessing Your CompanysCollaborative Potential

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    Barriers to VTS

    Conflicts: Relationship, Process, Task or Cognitive Cultural/language differences & fears Lack of trust (team mates, leaders, systems) Comfort/familiarity with existing tools; perceived

    steep learning curve of new tool Inadequate team leadership support to encourage

    full participation, communication Reward & recognition structure still based on

    widget- vs. knowledge-centric model (MS & Unisys) Multiple tools in use; no clear commitment to one

    tool Insufficient IT support

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    Barriers 2 Weakness in ToolsIBM ActivitySpaces Project Not contextual. External to the user's main daily work environment

    (whether an email client, integrated development environment, orsome other software) and lack links to the work context and artifacts. Not easy to find relevant information. Large collection of artifacts

    and discussionsnot significant to all, information overload. Not easy to monitor changes. Little or no external indication of

    changes or activities that have occurred within the spaces since lastvisit. May fail to command attention and may fall into disuse

    Not easy to collaborate across teams. Security is necessary, butcan create silos; all-or-nothing nature of membership can beproblematic. Selective sharing can produce more silos (via email, RSSfeeds, different VTS, e.g., Intel, SharePoint, Collabnet).

    IBM Research Collaborative User Experience Group, S. Ross, Cambridge, MA 2006

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    Section 4. VTS: Evolving toOn-Demand Collaboration

    Trends and Directions

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    Infrastructure and applications that allowpeople to move fluidly between

    synchronous and asynchronous interactionswith anyone, at anytime, on any device.

    On-Demand Collaboration

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    Evolution ToOn-Demand Collaboration

    2005 Collaborat ive Strate gies. All righ ts reserved .

    Anytime/Anyplace Collaboration

    Sourc e: Rob ert Joha nsen et al, Lea ding Business Tea ms, Boston: Ad dison-Wesley, 1991

    SameTi

    me

    Diff

    erent

    Plac

    e Diff

    erentT

    ime

    Diff

    eren

    tPla

    ce

    Diff

    erent

    Time

    Sam

    e

    Place

    Any TimeAny Place

    SameTi

    me

    SamePla

    ce

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    1. Convergence of audio/video/data conferencing

    2. Presence (and status) everywhere!

    3. Merging of synchronous & asynchronous collaboration

    4. Enterprise collaboration convergence (and standardization)

    5. Push to the infrastructure (for collaborative functions)6. RTC market consolidation

    7. Driving collaboration into industries and processes

    8. Changing distribution channels

    9. Changing buyers for collaboration solutions10. Mobile collaboration (PDA/cell phone as a platform for

    collaboration)

    10 Critical Trends DrivingOn Demand Collaboration

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    1: Convergence of Audio,Video, and Data

    Microsoft addition of Arel Anywhere

    WebEx adds voice and video

    Oracle adding voice and video

    Skype adding video

    Etcetera, etcetera, etcetera

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    2: Presence Everywhere!

    Presence is not something you can do with thephoneit is a unique feature

    Status shows not only that you are there, butsometimes what state you are in, i.e., on the phone,

    in a meeting, etc. Presence/status needs to extend to all devices and

    be seamless

    Microsoft sees presence as a core feature and willpush it down into the OS (Windows Vista)

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    3: Synchronous andAsynchronous Merging

    WebEx acquires Intranets.com

    Microsoft Office 12

    Oracle adds Virtual Team Rooms

    IBM/Lotus SameTime and Notes 7

    Etcetera, etcetera, etcetera

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    Larger organizations may have several collaborativeapplications in various groups

    IT does not want the expense of running many

    different applications Consolidation of collaborative applications can be

    mandated by IT (not best option)

    Stakeholder committee can work out a solution(better option)

    4: Enterprise Consolidation ofCollaboration Technologies

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    RTC: Web/ Aud io/Video Conferencing

    andVirtual Classroom

    CollaborativeCRM

    Portals andOnline Comm unities

    Tac it KM andIntellectual Capital

    CollaborativeContent

    ManagementLMS, LCMS

    DistributedProject

    ManagementVirtual Workplace

    And Process

    Collab orative Infrastruc ture: Persistenc e, Presence, Messaging, Data Routing , Sec urity

    5: Pushing Collaboration intothe Infrastructure

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    6: Market Consolidation

    Microsoft buys Groove Networks, PlaceWare, and Teleo WebEx buys Intranets.com eBay buys Skype, PayPal, and invests in Craigslist Yahoo buys eGroups Oracle buys PeopleSoft and Siebel Systems

    BEA buys Plumtree Google buys: Deja, Outride, Pyra, Applied Semantics, Kaltix,

    Sprinks, Ignite Logic, Neotonic, Picasa, and Keyhole Expansion in the collaboration space with new products

    coming to market daily: Verosee, Writely (oops bought by

    Google), Convenos, Backpack, Jeteye Etcetera, etcetera, etcetera

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    1. Sales & Marketing (proposal development)

    2. Customer Service/Support (exception handling)

    3. R&D (new product development)

    4. Value Network Management (relationships withexternal organizations, DPM, and projectmanagement) (exception handling)

    5. Training (internal and external)6. Decision support/crisis management

    7: Driving Collaboration intoVerticals and Critical Processes

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    Financial Services

    Healthcare/Pharmaceutical

    Government

    High Tech

    Manufacturing

    Education

    Professional Services

    TelecomBased on research done in Q2, 2005 for CS RTC report

    Top Verticals for Collaboration

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    8: Changing Distribution Channels

    The collaboration market is maturing

    22% more revenues are going through the channelsthen in 2003

    Changing channels for telecom: RTC vendors selling

    audio conferencing and VoIP (i.e., Skype), phone andcomputer merging

    Google becoming a communications giant?

    Collaboration being commoditized, greater margins inverticals and processes

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    9: Changing Buyers of Collaboration

    2006

    Chasm

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    Todays Buyers ofCollaboration Technologies

    Risk averse - want to know it works for others intheir organization or field

    Technology neutral

    Looking for a specific solution Must fit with their current infrastructure

    Desire little or no training

    Haves an intuitive ROI

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    10: Mobile Collaboration

    HTC Universal/i-Mate Jasjar/O2XdaExec/T-MobileMDAPro/GrundigGR980/Orange

    SPV5000

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    Section 5: Case Study

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    Case Study: Congo Dam Project

    How To Manage Information in a

    Complex, Multi-Cultural Project Community

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    The Congo Dam Project

    VTS-based project Scenario

    Geographically-distributed team,

    Long-term (three-year) project,

    Big, expensive project (a dam),

    Strict penalties for lateness, bonuses for earlycompletion

    A cross-cultural team

    Uses VTS to help will documentation andcoordination of the project

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    Team brought together virtually for project bid.

    There is a team manager in the U.S.

    Project people currently building a dam in Poland

    Local people in Zaire

    The team is bidding against Bechtel, ABB, andothers.

    The team manager requests team memberparticipation by e-mail. All members respond

    affirmatively.

    The Congo Dam Project (2)

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    The Congo Dam Project (3)

    Members are sent a password and URL by e-mail (digital signature required) and asked tolog on to the site (VTS) and participate in

    creating the proposal document. The RFP is on the password-protected website

    with comments from each of the experts andteam members involved.

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    The Congo Dam Project (4)

    The team leader does a distance presentation at aspecific time to bring everyone up to speed.

    For those that are not able to attend the meetingthe leader posts the slides with the RFP in a VTS

    Ongoing discussion (tacit to explicit knowledge)continues for a few days and then leader assignseach sections of the proposal to different teammembers.

    This necessitates finding and/or calling some ofthe people involved in the project and holds upthe proposal.

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    The Congo Dam Project (5)

    The team proposal wins! Discussion of the project continues on the VTS

    The leader makes part of the VTS available on

    the Web to include the client, suppliers andsubcontractors.

    The project manager knows he must haveevents to drive project goals. These events are

    real-time, distance meetings that occur at leastonce a month (On-demand Collaboration).

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    The Congo Dam Project (6)

    The team would need information from a variety of

    resources inside and outside the company. Tools are not enough! The experienced project

    manager knows that he has to create goodcommunications between the team, including trust,common goals, an agreed style, etc.

    Face-to-face community meetings are necessary

    Should occur every 3 months.

    Motivate good team behavior, knowledge sharing,participation, etc.

    Team compensation tied to milestones

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    The Congo Dam Project (7) The VTS (with continual input from the experts, the

    on-site project team and the leader) lives for severalyears and provides continuous value.

    Before the final bonus is paid, team members mustevaluate their experience on the team (which isposted on-line) and of the project (which goes to the

    manager).

    Bonus and completion awards are decided by theteam itself (polling in the VTS)

    All the VTS project data is automatically indexed andarchived in case of litigation (required in the originalcontract) and to provide best practice help to othersworking on similar projects in the future.

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    Case Study: Target Purchasing

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    Seasonal Purchasing Problems

    Purchasers at Target stores work with vendors allover the world.

    They have time limits in which to purchase clothingfor a specific season spring, fall, etc.

    E-mail did not allow the right level of interaction; RTCtools were not persistent enough.

    Wiki-based VTS (GroveSite) was used without ITconsent.

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    Target Purchasing

    GroveSite VTS was set up by the purchasing agentin 20 minutes.

    She invited her vendors to be part of the team.

    She was able to post drawings and requirements for

    the next seasons fashions. She got much better response from the vendors.

    Vendors felt they had much more input into the

    process and were more of a partner with Target.

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    GroveSite Wiki-based VTS

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    Another GroveSite Example

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    Snapshot of VTS Tools TodayIntranet Dashboard (Intranet

    Dashboard)JotSpot (Jot)

    Livelink Virtualteams (Netage)

    (Lipnack & Stamps)TeamWorkplace / QuickPlace

    (IBM/Lotus)

    SharePoint (Microsoft)

    Near-Time (Near-Time)

    NetOffice (NetOffice)

    Notes/Domino (IBM/Lotus)

    PogG (Microsoft)

    QMind (QMind)

    Same-Page eStudio (Same-Page)

    Silk (Akiva)InfoStreet (InfoStreet)

    iCohere (iCohere)

    HotOffice (HotOffice)

    GroveSite (GroveSite)

    GroupWise (Novell)

    Groove (Microsoft)

    eRoom (EMC Documentum)

    Constructware (Autodesk)

    Collaboration Suite (Oracle)

    Central Desktop (Central Desktop)

    Caucus (Caucus)

    Basecamp (Basecamp)

    Summit Groupware 2006 (PowderSoftware)

    SimDesk (SimDesk Technologies)

    SiteScape (SiteScape)

    SocialText (Wiki) (SocialText)

    Synchris (Synchris)

    TeamSpace (TeamSpace)

    Verosee (Verosee) (w/Skype)

    VIA3 (Viack)

    Vignette Collaboration (Vignette)

    WebBoard (Akiva)

    Webex WebOffice (Webex)

    WorkSmart (Pandora Networks)

    Yahoo Groups (Yahoo) / GoogleGroups (Google), My Space, Tribe,Frienster.and other Social Networksites

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    Section 6: The Future of VTS

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    E-Workplace of Tomorrow

    What will change?

    Technology

    Physical work place

    Society

    Behavior

    Organization

    Balancing work and life

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    eWorkPlace of Tomorrow

    Changes in Technology Software-as-a-Service (SaaS) tools lead the Web

    2.0 revolution

    Advances in personal identity and security systems

    Group Intelligence Systems (social networks) Technologies that fail gracefully

    Easier access to greater bandwidth at lower cost(cost of communication going to zero)

    Todays online multi-player gaming technology willbe tomorrows leading edge business technology

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    eWorkPlace of Tomorrow

    Changes in Place

    Work was your office (past)

    Today work is your desk

    Tomorrow work is YOU

    Past- place as perk (corner office) Future- Place as work enabler (where you want to

    work instead of have to work)

    Sometimes virtual is preferential to physical

    (SARS, Avian Flu, weather, traffic) Moving from working with things to ideas,

    content and data (cheaper)

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    eWorkPlace of Tomorrow

    Societal Changes

    Education: Comes to students, customized, supports skillsfor development and maintenance of physical and e-communities.

    Communities: The rise of guilds (or online communities);defined by your communities (e-gangs, e-colors, e-behaviors)

    Politics: Online voting (no hanging chads!); the emergenceof virtual committee! (Oh Mywhat could be uglier than acamel?)

    Social Affiliations: Evolving social structures, notbounded by geography but rather by interest,connectedness (e.g., AARP-net), politics (Moveon.org), etc.

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    eWorkPlace of Tomorrow

    Behavioral Changes

    Fewer laws, rules of engagement defined by the community(physical or virtual)

    More Project-oriented work (see Tom Peters) (Business ofone)

    Better feedback systems for greater self-consciousness

    (videoconferencing) Stop separating experts from lay people Changes in attitude: increase our respect for each other,

    organizations shift attitude from employer/employeementality to networked alliance partners; learn from working

    together across cultures that we are not so different Ethnographic analysis of work becomes common (day in the

    life)

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    eWorkPlace of Tomorrow Organizational Changes

    Flexible workforce, project work, contractors for hire, low-friction talent marketplace

    CEO takes responsibility for organizations intellectualcapital, and it is accounted for on the balance sheet

    Change recognition and reward structures as well ascompensation packages to support new w ays of working

    Less hierarchy, more trust enabled by better security (goodfences make good neighbors)

    Changes in Role people can play multiple roles in anorganization

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    eWorkPlace of Tomorrow

    Balancing Work and Life Cant distinguish your work from your life (job title

    is your identity)

    Is your job a role? When are you out of it?

    Technology to mitigate different cognitive styles:Multi-taskers vs. mono-focus; divergent or non-linear thinkers vs. linear thinkers (cognitivecomputing)

    Forcing disconnectedness: No e-mail Fridays nomeetings on Fridays (HP), work at home on Friday(Yahoo)

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    First, Second, Third Order Effects

    First Order (1995- 2000):

    Publishing to the Web Second Order (2000-2005):

    Using the Web to interact (development of social networks)

    Third Order: (2005 . )

    Consumer (mob or crowd) development of products and services Web 2.0, mashups, portals/portlets

    Salesforce.coms AppExchange (60+ apps on any platform, e.g.,StrikeIron - live business demographics, data verification andcleansing capabilities )

    Acceleration of open source applications, focus on self-service. Realization that the client knows their problem best.

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    Back to the Future (of Collaboration)Ubiquitous Scenario

    Every electronic device is Internet capable/smart Inanimate objects are smart (nano and molecular

    computingsmart roads, smart cups, smartypants!)

    People and devices are all clamoring for attention

    You can collaborate with anyone, anywhere, atanytime, and at almost any level of interaction

    When is it time not to collaborate?

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    Future Scenario:Rise of Attention Management

    (Continuous Partial Attention*) Soon network bandwidth will surpass human

    bandwidth to process information

    How will people deal with this and the demands ontheir attention?

    When is MPD (multiple personality disorder) anadvantage?

    Avatars and agents to augment our attention!*coined as a term by Linda Stone in her work at Microsoft

    http://research.microsoft.com/workshops/SCS2005/speakers/Stone.aspx

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    For More InformationThe 2006 VTS Report Available in May

    http://www.reports.collaborate.com

    For more information about Collaborative Strategies:

    (www.collaborate.com) (415) 282-9197

    David Coleman Ann M. MarcusManaging Director Analyst

    [email protected] [email protected]