collaborative technology in the enterprise
TRANSCRIPT
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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