Changing Incentives for Knowledge Workers in the Social Enterprise

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Keynote presentation at the APQC Process Conference, Houston, October 2013

Transcript of Changing Incentives for Knowledge Workers in the Social Enterprise

Sandy Kemsley l www.column2.com l @skemsley

Changing Incentives For

Knowledge Workers In

The Social Enterprise

APQC Process Conference

Houston 2013

Agenda

l How the enterprise became social

l The disconnect in adoption of new

methods and tools

l The culture and management mandates

l The technology mandate

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How The Enterprise

Became Social

The shift in enterprise processes, attitudes and goals

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Factor #1:

The Nature of Work Changed

Routine Work

Execute transactions

Efficiency

Compliance/standardization

Process improvement

Automation

Knowledge Work

Solve problems

Collaboration

User-created processes

Assist human decisions

Collect supporting artifacts

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Collaboration In The White Space

Of The Organization Chart

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Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”

Balancing Hierarchy And

Community To Get Things Done

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Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”

Factor #2: Tool Capabilities and

Expectations Changed

l Consumption

l Participation

l Creation

l User experience

l Access anywhere

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Factor #3:

Information Everywhere

l No longer an age of information scarcity:

l Businesses have rich customer context through

analytics and integration

l Customers have competitive business

information

l Wide range of public information

l Productivity is in analysis and connectivity

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External Social Presence Linked

To Core Business Processes

l Changes the customer relationship

l Extends the ends of the process

l Increases external collaboration

l Forces operational transparency

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Result: The Social Enterprise

Social Feature Enterprise Benefits

Collaboration Exploit weak ties for knowledge

sharing and social feedback

= Improved decision-making

User-created

content

Use and capture tacit knowledge

= Improved processes

Transparency Provide context for work

= Improved problem-solving

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What Do Social Enterprise

Processes Look Like?

Real-life benefits of collaboration and user-created content

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Social In The Flow Of Work

l Social features built into enterprise

business processes

l Collaboration on demand

l Zero-training UI for occasional collaborators

l Informational visibility and sharing

l Situational applications based on

enterprise APIs

l User-generated processes and content

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Collaborative Process Modeling

l Multiple people participate in process discovery, modeling and documentation

l Internal and external participants

l Technical and non-technical participants

l Preserves institutional memory

l Facilitates cross-silo collaboration and innovation

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Collaborative Process Modeling

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Dynamic Process Runtime

l User can add participants from own

network or recommended expert

l Non-participant can opt-in to process

l Audit trail captured within BPMS

l Eliminates uncontrolled email

processes

l Captures patterns for

process improvement

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Process Activity Streams

l Timeline of activity for social monitoring

l Process models during creation

l Process instances during execution

l Publish/subscribe model to “watch” certain

processes or event types

l Direct link to underlying process model or

instance for unsolicited participation

l Usually mobile-enabled

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Process Event Streams

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Collaboration at

Bank Of Tennessee

l Service-focused regional bank

l Mortgage process before BPM:

l Manual, paper-based

l Long process with bottlenecks and errors

l Many exceptions, constantly changing

l Limited visibility and audit trail

l Search for social collaboration and BPM

platforms merged

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Source: Will Barrett, Bank of Tennessee, “Worksocial Pays Dividends”

A Social Mortgage Process

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Bank Of Tennessee: Benefits

l ROI based on social and BPM

l 30% faster to complete process

l Reduced errors

l Process activity stream user interface

l Unified communication channel

l Faster, more efficient actions in place

l Increased adoption/decreased training

l Improved visibility and audit trail

l Critical SLAs visible for action

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User-Created Content at

Norwegian Food Safety Authority

l Ensuring food safety, animal/plant welfare:

l Scheduled inspections and events

l Emergency response

l Maintain food safety history

l Apply complex regulations

l Case folder with dynamic worklist

l Case = person/establishment, e.g., farm

l Tasks created dynamically as required,

manually or triggered by events

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Source: Computas

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NFSA: Dynamic Task Selection

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NFSA: Benefits

l Entire food safety history for each

establishment

l Two dynamic case management modes

l Control activity module for regular activities with

full domain data

l Emergency response module with alerts and

follow-up tasks

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The Social Dilemma

What is limiting the adoption of social enterprise processes?

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Fear Of...

l ...assuming responsibility for collaboration

l ...having to share credit for work

l ...appearing weak for requiring collaborators

l ...not getting credit for time spent collaborating

l ...helping the competition

l ...losing control over a process

l ...opening access to information

l ...fluid, non-hierarchical roles

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Misaligned Business

Goals And Metrics

l Executives want

collaboration across

silos; management

required to get work

done on time

l Process performance

indicators measure

efficiency, not service

levels

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The Employee Incentives Conflict

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“When an organization doles out bonuses,

raises, awards and promotions based on

individual contributions, what’s the carrot

for social participation?” -- Gia Lyons, Jive Software

Do the right thing

What’s in it for me?

Misaligned Employee Incentives

l Incentives based on job description, not

value of contribution

l Incentives reward individual efforts, not

collaboration

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Creating A Culture That

Rewards Knowledge Work

Mandates for organizational culture, management and technology

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Participatory Culture

l Time and resources explicitly allocated

l For collaboration and co-creation

l All stakeholders expected to participate

l Appropriate tools provided

l Input considered regardless of level and

technical skills of participant

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Transparency And Openness

l Allow internal users to see all information

l Set open as default, override for specific

exceptions

l Allow access to external stakeholders

l Customers, business partners should see their

own information

l Enables easier knowledge dissemination

l Provides context for problem-solving and

collaboration

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Management Style Of Trust

l Allow workers to deviate from pre-defined

workflow when appropriate

l Management must allow sufficient autonomy

l Workers must feel comfortable

creating/modifying processes

l Allow workers to collaborate with resources

of their choice

l Assign work or ask assistance

l Internal and external

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Rewards And Incentives

l Set expectations for participation

l Reward for collaboration and process

improvement

l Reward for customer service over

efficiency

l Reward teamwork over individual effort

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The Future Of Social

Enterprise Incentives

The technology mandate

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Enterprise Social Scoring

l Peer recognition

l Gamification

l Social graph connectivity/strength

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Using Collaboration Metrics

l Detect and analyze social graph

l Boost signal of weak ties

l Measure contributions to community

l Social score

l Successful performance of task

l Recommend collaborators based on

reputation

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Problem-Solving Metrics

l Customer satisfaction

l Time to resolution

l Correlate quality of decision with degree of

collaboration involved

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Next-Generation Social Analytics

l Evaluate (and reward) collaborative

behaviors that:

l Are aligned with organizational culture

l Get work done

l Assist others to achieve shared goals

l Resistant to “gaming” by workers

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Summary

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Summary

l Enterprise processes are social, whether

you admit it or not

l Misaligned goals and incentives will reduce

success of outcomes

l Organizational culture and management

style may need to shift

l Core social process technology is in place,

but metrics are still catching up

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Sandy Kemsley

Kemsley Design Ltd.

email: sandy@kemsleydesign.com

blog: www.column2.com

twitter: @skemsley

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Slides at www.slideshare.net/skemsley