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IEEE’s Professional Productivity & Collaboration Tools
Ralph Ford – Vice President, Member & Geographic Activities Gianluca Setti – Vice President, Publication Services and Products John Day – Director, Member Products & Programs
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Today’s talk
Board Direction & Plan (Gianluca Setti)
Experience Highlights (John Day)
How You Can Help (Ralph Ford)
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Board Direction & Plan
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What is PPCT?
IEEE's professional networking / collaboration platform
Integrated suite of features and productivity tools that facilitate online communication, collaboration, and networking
Serving feeds of IEEE activities, events, and opportunities according to users-defined attributes and interests
Servicing both Members and non-Members
Professional Productivity and Collaboration Tools Product name coming soon
Specialized service with a scope and depth of expertise in
engineering and technology not found in general social
networks
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Objective
Serving the professional needs of current and potential IEEE members by developing tools to:
strengthen connections with the global community of technology professionals
facilitate professional development and networking
remotely collaborate in a seamless way
access and manage the information they need in their profession in a very efficient way
accelerate research and publication with improved tools
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Strategic Drivers
Audience Strategic Drivers
Networkers (Common to all audiences)
• Building the world’s most distinguished and trafficked online communities for engineering and technology professionals
• Membership growth through improved satisfaction with professional networking
• Recognize credentialing and badging accomplishments of users to colleagues and potential employers
Authors and Researchers
• Value-added features that enhance IEEE’s proposition to authors/researchers (e.g. incremental OA submissions)
• Helps preserve and expand IEEE share of community
Career Developers
• Maintain/Extend value proposition of the IEEE Job Site, as recruitment postings continue to migrate toward social media-based platforms
• Exclusive forums for members on career-related topics
Motivation: Member Satisfaction
Need to meet member expectations with a 21st-century, professional networking experience
25% gap between importance and satisfaction with IEEE opportunities for professional networking
Private networks are important to members – 86% of members participating in the IEEE / LinkedIn Group prefer keeping it “members-only” (2012 survey of IEEE/LinkedIn group participants)
2011 IEEE Member Segmentation Study Importance Satisfaction
Opportunities for Professional
Networking 71% 46%
Gap in Service 25%
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Motivation: Competitive Landscape
Need to rapidly catch-up with other organizations
Organization Action
Elsevier acquired Mendeley (April 2013) to become its “research management and collaboration networking platform”
ACS launched a “research collaboration system” called ACS Chemworx (March 2013) Based on colwiz Ltd. Software
ASME launched a service (May 2013) "to provide knowledge-sharing and collaborating with other engineering professionals "
IET launched its communities (July 2012) so people can “share ideas and expertise, collaborate, and keep up with news”
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This project exemplifies an Agile IEEE
June 2013 – MGA, PSPB, TAB agree to start work on a single integrated solution
Summer 2013 – Evaluation conducted of several options for building the service
Oct. 2013 – Decision to go with in-house built solution based on GoogleApps and Google+
Nov. 2013 – Board adds to 2014 budget – asks for full business plan by February
Feb. 2014 – Board receives and approves business plan
Aug. 2014 – Demonstration at Sections Congress of development progress (to date)
Nov. 2014 – Launch of Pilot – Review and incorporate pilot user feedback prior to full launch
Late 1Q-2015 – Full Launch
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This project exemplifies “One IEEE”
It is a joint effort by MGA, PSPB, and TAB
It has a joint volunteer-staff steering committee
Ralph Ford, MGA Gianluca Setti, PSPB Fred Mintzer, TAB Jacek Zurada, TAB Dave Green, IT
Cecelia Jankowski, MGA Anthony Durniak, Pubs Mary Ward-Callan, TA Patrick Mahoney, Marketing Tom Siegert, Finance Jim Prendergast, Exec. Director Donna Hourican, Acting CIO, PPCT Program Mgr.
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Building on our Existing Presence
• 400k+ IEEE members • 300k+ former members on file • 300k+ Society members • Annually, 250,000 conference attendees
Global Network
• 38 Technical Societies, 2200+ technical chapters, Future Directions communities
• 300+ Sections, 400+ Affinity Groups • 2,500+ Student Branches
Vibrant Communities
• Monthly, 3.5-million, unique IEEEXplore users
• 250,000+ authors • 175 periodicals
World Class Publisher
Poten
tial PP
CT U
sers
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Amplifying IEEE’s Engagement Model
Collaboration: Find others
with similar interests;
Verify their identity and credentials;
Advertise my skills, training, achievements
Productivity: Make it easy and efficient to work across organizational boundaries and geographies
Reinforce: Recommend products and services from
IEEE and others to make me more
successful
Professional: Stay connected and recruit my colleagues because IEEE enhances their career
success
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A Persona Approach to Roll-out
Career Developer
Author / Researcher
Networker Standards developer?
Conference attendee? Others? …
User engagement based on functional roles (audience segments or “personas”) Initial plan addresses 3 audiences, networker experience being foundational to all IEEE and Society membership are a type of relationship, transcending audiences Opportunities for additional audiences to be examined in the future (e.g. standards developers or conference attendees) 8/23/2014
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Approach to Development
Enterprise-wide Product Experience – Lessons Learned from myIEEE, memberNet, IEEEXplore, Author Gateway, GoogleApps@IEEE Work integration issues after PPCT launch
Transcending & Targeted Features – User engagement based on functional roles (audience segments or “personas”). Not every feature will be used by every user Member Distinction – More than an identity, but also preferential visibility
and members-only features within the platform
Continuous Testing – With different focus groups throughout the agile development process, focusing on different features Usability Testing – External User Experience (UX) and guided functional
testing, iterative development process Pilot – External user testing of the PPC Tools Phase 1 release prior to
launch, Q1 2015. Test planning and user recruitment criteria to be determined from analysis of prior usability test results and projected user population
Volunteer Participation – Key to the product’s success
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PPCT Development Progress
Release A (Apr) Programmatic community management; Collaboration features
Release B (Jun) Professional networking features; Document management
Release C (Aug) User profile & settings; Research library management
Release D (Nov – Final phase 1)
Research tools; Authoring; Management tools
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Future Opportunities for PPCT
Conference attendees experience Standards development integrations Continuing Education offerings Professional identity development through certifications or “badges” in addition to member status Apps for IEEE disciplines
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Experience Highlights 1) Screen shots represent planned capabilities, some of which are not available for viewing at Sections Congress 2) Screen shots may be difficult to see; we encourage you to visit the PPCT exhibit booth
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Features at a Glance (March 2015) Version 1.0 All Members Volunteers
Networking
• Professional Profiles • Privacy settings • Peer-to-peer connecting • Activity stream • Communities • Notifications • Integration w/ 3rd-party networks
• Member grade badging • Enhanced privacy settings • Exclusive communities
• Volunteer badging
• Vtools integration
Career Development
• Profile management / career history • Communities
• Preferential placement in recruiter search results
• Exclusive communities n/a
Research
• Content discovery, library management; importing citations and documents from multiple services
• Private collaboration groups • Communities • Cloud-storage
Authoring
• Collaborative document development • Profile management / published works • Bibliography generation • Communities • Cloud-storage
• IEEEXplore • Google Scholar • Microsoft Academic
For example… Requirements or design specifications, Application notes, Consulting proposals
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Mobile-Accessible at Launch
Device Compatible… Ubiquitous access through mobile and tablet formats to meet user preferences.
Key Features
Responsive design to adapt to viewer device
Optimized navigation offering dashboard and
drill-down usage
App-version to be assessed for future
releases
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Profile Management
Profile > Details… Standardized layout for multiple constituencies who engage with IEEE, enabling robust professional networking.
Key Features
Consolidated view into individual interests,
biography, and connectivity
Visibility controls to other members, PPCT users,
and/or the public
Real-time updates to formal memberships, publishing achievements, and more
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Profile Management (cont’d)
Profile > Privacy Settings… Users control the scope and depth of their identity and presence.
Key Features
Audience settings according to preferred visibility
Modularity allowing universal privacy settings, or
by profile element
Public setting enables indexing and discoverability by popular search engines
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Profile Management (cont’d)
Profile > My Connections… Personalized list of professional contacts, members and non-members, within the PPCT experience.
Key Features
Recommendations based on profile attributes and
engagement in IEEE
Management of existing and pending connection requests
Messaging capabilities with PPCT contacts
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Profile Management (cont’d)
Attached Services… Enhanced experience through the ability to integrate utilities, resources, and/or social networks.
Key Features
One-stop management of services connectivity
3rd-party networks integration to and from PPCT
Cloud storage connectivity regardless of location or
device
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Networks & Collaboration
Networks > People… Access to the people engaged in the world’s largest, technical professional society.
Key Features
Grade badging to distinguish IEEE members among each other and other PPCT users
Search faceting to locate users by specific criteria and
level of engagement
Connectivity through shared interests, invitation
management, and messaging
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Networks & Collaboration (cont’d)
Networks > Communities… Harnessing self-defined and shared interests to foster peer-to-peer dialog and collaboration.
Key Features
Discover technical, professional or geographic
communities
Access to communities based on IEEE or Society
membership
Consistent user experience and feature-set across
communities
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Networks & Collaboration (cont’d)
Community Tools… Help users discover and connect each other multiple forms of interaction.
Key Features
Open and closed communities based on user
affiliation(s) with IEEE
Focus driven by the community sponsors and
their objectives
PPCT and G+ integration offering an extended
community experience
Com
mun
ity Participants
Calendar
Q&A
File posting
G+ Community
Participants
Discussion strings
Link / photo posting
Event posting
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Networks & Collaboration (cont’d)
Networks > Activities… Updates from people, resources, and events of interest to you and your connections.
Key Features
Targeted opportunities to users by their defined
interests and engagement
Aggregation of updates from PPCT contacts and connected services
Filtering settings to expand or contract scope and breadth of activity feed
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Networks & Collaboration (cont’d)
Networks > Activities… Updates from people, resources, and events of interest to you and your connections.
Key Features
Targeted opportunities to users by their defined
interests and engagement
Aggregation of updates from PPCT contacts and connected services
Filtering settings to expand or contract scope and breadth of activity feed
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Research & Document Mgt
Research > Library… provides tools for authors and researchers to manage their personal research collections.
Key Features
Organize research and flag items as favorites for further
review
Filtered contents of library by type, publication year,
keywords, or collections
Search type-ahead for suggestions to easily
locate research
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Research & Document Mgt (cont’d)
Research > Importing… Import and upload content using a variety of methods; Ability to search and claim documents authored.
Key Features
Import local files in a variety of formats including PDF and
Word
Synchronize existing research collections from
Mendeley or Zotero
Search IEEEXplore, Google Scholar or Microsoft
Academic
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Research & Document Mgt (cont’d)
Research > Research Groups… Engage in collaborative authoring with peers in private groups on topics of mutual interest.
Key Features
Activities that chronicle group discussions related to
the research
Documents related to the group’s research
collaboration
Participants actively involved in the research
group
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How You Can Help
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Continue Using V-Tools
PPCT will receive a RSS feed of events from v-Tools
If a PPCT participant is an IEEE member, he will see events for his region in the activity stream
Non-IEEE members will see events for their region in the activity stream if region information is available
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Begin Planning for PPCT
Who should the Section appoint to be the PPCT subject matter expert / lead?
How can Sections leverage PPCT? – Bring attention to local
opportunities and events – Extend services locally – Engage non-members /
convert to member
Section
PPCT
Society
Online Community
MGA will be onboarding a Community Specialist to assist Sections with getting started – orientation and training webinars to commence in 4Q-2014
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Participate in the Pilot
November/December timeframe
Opportunity to experience the roll-out to a larger group of users
Provide feedback for improvement
Register to participate in the pilot at the PPCT exhibit booth
At Launch, Help Ignite Sign-ups
Every sign-up is important
PPCT users need not be members
Critical that early adopters are very motivated “Viral” (referral)
marketing will likely drive many PPCT sign-ups
Peer-to-peer referrals will likely: Occur first in the
workplace Accelerate adoption
internationally Extend IEEE visibility into
the non-IEEE audiences
Viral-Driven Viral Sign-ups
Member-Driven Viral Sign-ups
Member Sign-up
Anne
Joan
Rafael
Tonya
Juan Nan
Gerard
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This Weekend…
Learning Labs (Twice, Sunday: 9:35 & 13:10)
– Scenario-based tutorials
Exhibit Booth – Hands-on demonstration
– Register to participate in Pilot launch
G+ Online Users Community – Register to receive launch updates
and announcements about learning opportunities
Take advantage of this Sections Congress to be among the earliest and most informed IEEE Volunteers on this new and exciting capability!
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Thank you! Q&A – Strategic Direction & PPCT Experience
learning labs | exhibit booth | online users’ community
QUESTIONS
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