Whitepaper Zyncro - Best Practices in Enterprise Social Networks

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    WITH

    BY

    ZYNCRO 2013. All right reserved

    BEST PRACTICE

    IN ENTREPRISE SOCIALNETWORKING-

    2013

    BEST PRACTICE

    IN ENTREPRISE SOCIALNETWORKING-

    2013

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    CONTENU-

    1/GUIDELINES FOR USING ENTERPRISE SOCIAL NETWORKS- P.02

    2/ HOW AND WHEN TO USE ENTERPRISE SOCIAL NETWORKS - P .06

    3/WHO TO FOLLOW AND HOW TO CREATE WORK GROUPS- P.09

    4/HOW AND WHEN TO INTERVENEIN WORK GROUPS- P.12

    5/MANAGING EXCHANGES WITH OTHER DEPARTMENTSAND POSITIONS IN THE ORGANIZATION- P.14

    6/WHAT INTERNAL INFORMATION SHOULD BE SHARED- P.18

    7/ OPTIMIZING CORPORATE PROFILES- P.21

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    -GUDELINES FOR USINGENTERPRISE SOCIALNETWORK

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    1/ GUIDELINES FOR USING ENTERPRISE SOCIAL NETWORKS

    Using Web 2.0 or social software technologies in organizations to improve productivity, manage

    knowledge, share information and cooperate makes them internal social networks.

    Like all social networks, there are key rules or guidelines that should be followed when using them:

    TRANSPARENCY. All organization employees need to have access to all the infor-mation required in order to participate in the decision-making that affects their area and to

    be able to fully understand and accept any decisions made. This is why transparency in the

    information shared with all members is essential.

    COMMUNICATION. Developing a non-hierarchical communication and exchange

    model is essential in any internal social network. The idea is that any employee can put for-ward ideas, suggestions or comments. A bottom-up collaboration and communication

    model should be sought as the general internal behavior, where information flows from

    bottom levels upwards and there is instant communication in real time.

    GLOBAL SCOPE. The golden rule for an internal platform is that are no limits in time orspace. Members can provide their knowledge in a timeless fashion, so that any member of

    the organization, whether present or future, can benefit from that knowledge.

    OPENTO THE OUTSIDE.Though we refer to internal platforms, you shouldnt losesight of the external side. All organizations are focused on opening up, collaborating and

    communicating. You need to take advantage of potential wherever it is found, be it within

    or beyond the companys limits.

    Transparency

    Collaboration

    A culture ofparticipationcentered onemployees

    Innovation

    Open tothe outside

    Global scope

    Communication2.0

    Immediacy

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    INNOVATION. The Enterprise 2.0 is an enterprise focused on innovation, so it followsthat its internal platform must be open to new challenges and must explore new ways of

    doing things. It should encourage a critical, pro-active spirit in employees, leading them to

    constantly suggest changes and improvements.

    IMMEDIACY. This is an essential rule in any internal platform in the Enterprise 2.0. If

    the purpose of these tools are to optimize time and resources, it goes without saying thatan internal social network must provide immediate access to shared knowledge for all its

    members: innovation gives value, something that it can be used by all its members instantly.

    A CULTURE OF PARTICIPATION CENTERED ON EMPLOYEES The opera-tion of the Enterprise 2.0 largely depends on the types of processes and technology in-

    volved, but above all, on the employees approach. Using an internal social network should

    empower members to develop to their full potential and enable this potential to be shared

    with others. As a general rule, its operation should give priority to developing human skills

    and qualities for knowledge exchange between employees, sharing authorship in the crea-

    tion of ideas, and commenting and discussing different points of view.

    COLLABORATION. As a key rule, the Enterprise 2.0 should make work teams becomemore collaborative and encourage external collaboration with surrounding companies and

    above all, with customers and providers.

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    -HOW AND WHENTO USE ENTREPRISESOCIAL NETWORK

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    2/HOW AND WHEN TO USE ENTREPRISE SOCIAL NETWORKS

    Both concepts are closely linked with the guidelines mentioned previously about using Enterprise

    Social Networks.

    Since these networks are used for performing tasks on a daily basis, their use must become in-

    dispensable for the job, i.e. it must form part of the work being done in the organization at all

    times. This way, when an employee arrives at their workplace, they will automatically connect to

    their Enterprise Social Network and stay connected throughout the day, without this affecting

    their productivity, rather it encourages them and guides them in their daily tasks.

    One of the purposes of these tools is to keep members of the organization informed of the latest

    events. A social network isnt much use for instantly sharing information if users only connect to

    the network now and again. So, if asking when to use it, the answer is constantly.

    Although work profiles within the organization may take on different functions, the rules regard-

    ing sharing information and valuable common contents take precedence in all positions, as

    members of the Enterprise Social Network must be constantly connected in order to stay up-to-

    date on the latest events and at the same time, for the network to serve as a valuable, common

    medium for sharing information that can benefit the whole organization. Apart from being con-

    stantly connected as if it were an integral part of their work duties, members should participate

    in the instant that something happens which could be useful for the organization or one of the

    networks other members.

    As already mentioned, one of the main rules that governs any social network is immediacy,speed. Often the success of the information lies in the speed with which it is transmitted.

    There may be profiles in the organization that are not as active in providing contents, however

    everyone, absolutely everyone in the company are passive subjects, as there is determined in-

    formation concerning the company that must be read by everyone. For this reason, all members

    must connect regularly to the corporate information feed to stay informed of the latest news in

    the organization.

    Regarding the how, it is important to note that, although its a social network, the enterprise

    description indicates that its use should be purely professional, i.e. not personal.

    It cant be seen as a personal chat room where every member tells their own personal experi-

    ences. Such details should only be included if they provide a benefit for the organization as a

    whole or for some of its members.

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    ANYTHING PERSONAL IS OUT OF PLACE IN ENTERPRISE

    SOCIAL NETWORKING IF IT DOESNT RELATE

    TO THE ORGANIZATIONS OPERATION OR CONTRIBUTE

    TO THE ORGANIZATION AS WHOLE.

    HOW AND WHEN TO USE ENTREPRISE SOCIAL NETWORKS?

    As a channel for constantly receiving information;

    As a channel for giving information, provided that it brings value to the network or some of its members.

    Be sensible and think before posting; comments may have repercussions and the opinions posted there

    should always treat other points of view with respect and be constructive.

    Be coherent with the company, its style and with yourself.

    Provide relevant, interesting content and value for everyone and anyone in the organization.

    Read others contributions to keep up to date with the latest events.Be respectful.

    Participate.

    All the above should be done with immediacy and a spirit to share and enrich the organisation.

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    -WHO TO FOLLOWAND HOW TO CREATEWORK GROUPS

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    3/ HOW TO FOLLOW AND HOW TO CREATE WORK GROUPS

    Just like any other social network, you need to use coherent criteria in managing contacts.

    Since the network takes place within the business environment, you need to create a net-

    work of followers associated with your professional development.

    The most important aspect when choosing which people to follow and creating work groups

    is to analyze what you really want to share with others.

    You may need to follow certain people in the organization because they are the sources of

    the corporate news, like for example, the CEO, chairman or the head of the organization or

    specific departments, to stay informed, but that doesnt mean you need to include them in

    your work groups. It just means that they are people whose activity and personal newsfeed

    you need to follow.

    First, analyze the concept of interaction as a key factor in following someone.

    IF YOU START TO FOLLOW SOMEONE

    YOU DONT PLAN ON INTERACTING WITH,

    YOURE DOING AN INEFFICIENT TASK

    IN MANAGING YOUR FOLLOWERS.

    Always have clear, objective reasons for following someone: to receive corporate information, share

    experiences on a specific area of the organization, share direct working activity with that person...

    Any professional reasons are valid motives for following someone.

    Once youve determined the reason for following a person, you need to analyze whether the

    motives for following someone are the same for other people. This is the principle for creating work

    groups: groups for communicating and exchanging information with members of the organization

    with whom you share common interests. In a work group, information shared reaches all members

    of the group any time anyone shares anything with the rest.

    It is a wise principle in managing time and resources efficiently, as well as in avoiding saturating

    your followers with information or messages that do not affect them, as you can send an exclusive

    message to a determined group of people, rather than to all your followers.

    What you achieve is that the information flows to those who are really interested in receiving it and

    you strengthen your professional relationship with members of the group.

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    What you achieve is that the information flows to those who are really interested in receiving it and

    you strengthen your professional relationship with members of the group.

    Whats more, if you decide to share certain information in document format, the sensible thing

    would be to share it with the network users that are really involved in it and ensure that thisinformation is not published to all followers, only to those that need to know it.

    Immediacy, collaboration, knowledge sharing.... all are key criteria that should be applied when

    creating specific work groups.

    Hence, communication becomes the fundamental connection binding group members, as the

    different contributions from the members will enable important synergies to be generated within

    that group, which in turn will enable better efficiency and professional growth, qualities that will

    also enable members to acquire skills that can be transmitted to other work groups or to all

    followers.

    In short, there are two fundamental factors when following someone and creating work groups:

    Reasons for interacting with a follower (even it is just to read).

    Common, relevant interests among group members, creating

    and strengthening the working relationship.

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    -HOW AND WHEN TOGROUP INTERVENE INWORK GROUPS

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    4/HOW AND WHEN TO INTERVENE IN WORK GROUPS

    Once you have decided on which people to include in your work groups in the Enterprise Social

    Network, you need to respond to the question ofhow and whento interact with them.

    Remember that the reasoning behind creating a group lies with one or more objective motives for

    belonging to such a group, meaning that when theres some news or something happens related to

    your group or topic, it needs to be shared, resulting in a reason for interacting with the group.

    A WORK GROUP IS DESIGNED FOR SHARING

    KNOWLEDGE AMONG ITS MEMBERS,

    MEANING THAT ANYTHING THAT AFFECTSA SPECIFIC GROUP SHOULD BE MADE

    COMMON KNOWLEDGE TO ALL.

    Whats more, you need to remember that groups are made up of people; in other words, its internal

    operation needs social and human behavior.

    Regarding howto interact in work groups, priority should be given to work groups:

    As a channel for informing others and passing on information;

    As a channel for sharing the documents needed for the tasks assigned to the group;

    As a channel for brainstorming and forming opinions, encouraging critical thinking and looking for differ-

    ent points of view to achieve better results and decisions.

    Teamwork, generating talent and continuous improvement are the main goals in group interaction.

    The social element must be present through:

    Politeness in dealing with people, greetings (where appropriate);

    Creating the right working environment;

    Respecting others opinions..

    Regarding whento interact in work groups, you need to associate this concept with the how.

    Interaction is required when some information, news or new contribution on the groups topic

    arises. Groups are created so that the speed in transmitting the information is such that, when

    something happens, the right thing is to share it with the group as quickly as possible.

    There are three circumstances that give rise to both how and when to interact:

    Any information or contribution that could affect the organization in general,

    but that should only be transmitted to the members of the group;

    Any concrete or direct information or contribution on/to the groups topic;

    Any personal information on group members or other people that could af-fect the operation of the organization and/or group.

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    -MANAGING EXCHANGESWITH OTHERDEPARTMENTS

    AND POSITIONSIN THE ORGANIZATION

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    5/MANAGING EXCHANGES WITH OTHERDEPARTMENTS AND POSITIONS IN THE ORGANIZATION

    The best way to learn how to use Enterprise Social Networks and create dynamic exchanges is by

    watching the behavior of the most pro-active employees and imitate their best practices.

    BOTH MANAGERS AND EMPLOYEES SHOULD

    INTERVENE WITHOUT FEAR OR EMBARRASSMENT;

    ALL MEMBERS OF THE NETWORK CAN LEARN FROM

    OTHERS AND PROVIDE USEFUL CONTRIBUTIONS FOR THE REST.

    Otherwise, their inability or lack of knowledge could leave them exposed at any time.

    It is important for senior managementat the top of the organizations hierarchy to communicate

    the goals sought in implementing the network first and to regularly share the steps made and

    milestones achieved. These individuals need to set the example. They need to change their

    paradigms and learn that Enterprise Social Networking encourages a more open and enriching

    style of communication and simplifies information exchange .

    An Enterprise Social Network promotes and helps to improve relations and communication

    exchange between colleagues, even between people from different areas or departments.

    With relations between colleagues from different areas or departments, closer relationships are

    encouraged, enabling some personal topics to be touched on and shared with less formality

    (marriages, births, etc.), welcoming new colleagues that have just joined the organization or

    presenting new employees to other department members, etc.

    Before trying to create a relationship with colleagues from other departments, it may help to read

    their corporate profile to discover a little more about them.

    Within the network, you need to detect who are the opinion leaders, those individuals that can

    influence and create movement regardless of their position, and to interact with as many as them as

    possible by making contributions and even, participating in brainstorming.

    If two or more departments share projects or customers, it might be a good idea to create work

    groups for common positions that do not involve the rest of the department, so that they can work

    as a single team.

    If you need to comment or provide confidential information on customers, suppliers or partners,

    you first need to analyze who will read that information (not all the network members need to have

    access to confidential information) and assess whether that information should be made public,

    whether it should be shared in work groups only, or even, whether it should only be sent to a few

    people in a private message.

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    When posting contents that are directed towards department managers or senior positions, you

    should make sure that you are not wasting anybodys time, publishing only the contents that are

    relevant and helping reading by writing direct, concise messages, indicating whether they are facts

    or opinions and providing the appropriate sources. In Enterprise Social Networking, senior

    management and positions of responsibility need to forget the usual lack of time excuse and spend

    a little time each day following everything posted.

    For Enterprise Social Networks, those positions that have a secretary or that have delegated

    communication aspects to third parties need tomanage their participation, responses, comments

    and messages themselves; everyone must be themselves on the network, regardless of the position

    they hold.

    According to the position...

    As leader of the department or organization: promote new initiatives

    that help and train the rest of the team.

    As a member of the team: put forward your initiatives to others

    As a member of the organization: ask for, provide and receive feedbackon any relevant aspects, be they inter- or intra-departmental.

    Sharing information with other departments helps to correct faults, reduce errors and enables us to

    learn from our mistakes.

    Regarding organizations technology departments, they have much that they can contribute to all

    members and can provide valuable assistance. Effort should be made to involve them as much as

    possible and make them another member in the network, not just a department for technical

    troubleshooting.

    AN ENTERPRISE SOCIAL NETWORK IS A VIRTUAL SPACE

    THAT ENABLES ALL MEMBERS OF THE ORGANIZATION,

    REGARDLESS OF THEIR HIERARCHICAL POSITION, SPECIALTY AND EXPERIENCE,

    TO PROVIDE THEIR OPINIONS, IDEAS, SUGGESTIONS, FEEDBACK, ETC.

    ENCOURAGING PRO-ACTIVENESS AND WHERE EVERYONE LISTENS

    TO EVERYONE ELSE, OPERATING AS A SINGLE TEAM.

    Summarizing this point, in an Enterprise Social Network, you should:

    Communicate the goals sought in implementing the network;

    Act without fear or embarrassment;

    Identify members of any department that are experts in their field;

    Identify yourself as an expert in the area where you can contribute;

    Encourage members to get to know each other and provide information on their

    corporate profile;

    Detect opinion leaders;

    Create inter-departmental work groups;

    Analyze and assess with whom you want to share confidential information;

    Post relevant contents;

    Spend a little time each day in keeping up-to-date with everything happening; Manage your own communication and participation in the network;

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    Promote and put forward initiatives;

    Ask, provide and receive feedback;

    Use the network to detect and correct faults and learn from the mistakes made;

    Involve technology departments.

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    -WHAT INFORMATIONSHOULD BE SHARED

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    6/WHAT INFORMATION SHOULD BE SHARED

    In Enterprise Social Networking, one of the main goals is to slow down the loss of expertise in the

    organization and speed up access to that know-how.

    Inter-company social tools enable fluid communication of corporate knowledge, sharing, keeping

    and making it easier to recover and access this knowledge for the whole organization.

    The information processed and shared in an internal social network is:

    Ideas. All members of the organization with access to the social networkcan share new ideas, opinions, and suggestions regarding the organization, its

    products and services etc. with all members.

    Projects. A common place for sharing both new and on-going projects andany results of those projects completed.

    Achievementsandsuccesses. Any successful experience deserves tobe shared with the rest of the company. Those achievements shared by the

    person responsible help others to achieve their own goals, as they act as a

    reference.

    Externalinformation. Links to articles and news items, studies, blogposts, speeches and any other public information associated with the organi-

    zation, its products and services, the competition, references from other are-

    as...

    Internaldocumentation. All the organizations documentation. Bothdocuments used to resolve situations and those that help in decision-making

    or that provide other members with more in-depth knowledge.

    Usefulinformation. Both internal technical information and any otherinformation that can be used to help a customer or a supplier through one of

    the networks members.

    Difficulties. If you share the difficulties you come across, you will not onlyfind others in the same situation, but you will find those individuals who have

    the knowledge and skills to help you with your problem and will create a val-

    uable reference for similar situations in the future.

    Corporatenewsfeedandchangesin the organization. Organ-

    izational changes can be communicated to all members through the network,and even feedback be obtained, as well as news on the company.

    Internalmeetings. You can organize and invite participants to theseevents as well as provide information on what is happening and what was

    discussed after they are over.

    Criticalmoments or situations.These show the organizations willing-ness for transparency towards all members of the network and the company.

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    Additions.In Enterprise Social Networking, when you read someone elsescontributions and you have information that could enrich their contribution,

    you should add it.

    Training. Information that we have to hand or find and training material ordocuments can help everyone or some of the members in the network.

    Recognitions. Recognize or congratulate someone in the organization forhaving achieved their goal or doing a job well done.

    Whats more, as far as possible, you should use Web 2.0 syntax and protocols when sharing

    information. These protocols involve correct writing, avoid using uppercase or SMS spelling, abstain

    from using offensive language, transmit the message directly, simply and efficiently, accompanying

    each message with relevant links to the associated information and topics or keywords that

    characterize the content and serve to identify it or recover it later, if desired, using the # symbol

    (hash tag model or prototype tag in the Twitter social network.)

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    -OPTIMIZINGCORPORATE PROFILES

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    7/OPTIMIZING CORPORATE PROFILES

    Your professional profile is the first thing your colleagues, superiors, senior management in your

    company (whether they know you or not), recruitment managers (internal or external), partners,

    customers, etc. will read about you, so you need to have a good corporate profile and spend the

    time required so that it captures the attention of the people reading it.

    It must be a summary of your expertise, skills and professional career. It acts as your own personal

    showcase within the company and for customers and other external contacts.

    Your profile on an Enterprise Social Network will serve, among others, to work out who is who in

    the organization. Whats more, it will provide visibility about each employees experience and

    expertise in order to encourage and promote their professional history where necessary.

    The profile should highlight the skills, competences, abilities, achievements and training you have

    received. To optimize it, you should:

    Forget about creating a mini CV.Its not a CV that you are showing, rather a

    summary of your working life, which should convey the main facts about your

    experience, as well as what you can contribute.

    Use inverse chronological order, both in the training received and in your profes-

    sional background. Indicate your most recent experiences going back to the old-

    est, but with concise, specific information.

    Always use clear, short and precise sentences. You should indicate everything

    you want to communicate in a single paragraph and use definitions that every-

    one can understand.

    Use keywords. Words that help to identify you, those words that a possible re-

    cruiter, superior or potential client would use to find someone like you.

    Dont confuse professionalism with being boring. You can give it a touch of hu-

    mor or originality as appropriate.

    Be honest. If you sell skills, experience and abilities that are better than the ones

    you possess, when you have to prove yourself and are unable to demonstrate

    them, youll lose all credibility.

    Position yourself. When talking about your specialties, you have the chance to

    show yourself in the way you want others to see you. You need to prioritize what

    you want them to see in you, choose the attribute you want them to notice and

    highlight it.

    Keep your profile up-to-the-minute and complete. Your profile must be always

    recent and complete. Each time your situation undergoes a professional change

    or you gain new experience, you should update your profile.

    Always be you. It is important to present yourself in your profile in the same way

    if you were presenting yourself face-to-face to the person.

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    Be easily identifiable. Use both your given name and the name by which every-

    one knows you in work, even if its a nickname.

    Upload a photo. You should include a photo that is as recent as possible, avoiding

    group photos or those where your face isnt clearly seen.

    Indicate your skills and strengths. All those qualities that you can contribute as a

    value, for example: pro-activeness, mobility, good team-worker, goal-orientated, etc.

    Summarize your professional achievements. Those that go with your work posi-

    tion and that you could contribute within the organization.

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