1. Starting the Collaboration Coversation David Coleman Managing Director Collaborative Strategies, Inc. November 13, 2012

2. 2 Founder and managing director of Collaborative Strategies, Inc Author: of 4 books on collaboration Speaker. blogger, article and column writer, industry analyst (Collaboration) Industry Analyst for 20 + years. Consulting and advisory services: Help end-user organizations using collaborative tools to spend less and get more. davidc@collaborate.com E-letter (once a month) http://www.collaborate.com/prod- 2/node/287/webform http://www.collaborate.com/prod- 2/node/287/webform davidc@collaborate.com www.collaborate.com Twitter = @dcoleman100 Skype: ddcoleman +1-650.342.9197 David Coleman

3. Agenda What is Collaboration? Why is it important? How to talk to organizations about it? ©2012 Collaborative Strategies3

4. What is “Collaboration?” ©2012 Collaborative Strategies4 Collaboration Cooperation Coordination Communication Conversation Level of purpose or Goal Low High Level of CommitmentHigh Low

5. 5 People People Process Technology S&OPTeam 20% 80% Holistic Collaboration ©2012 Collaborative Strategies Space

6. ©2012 Collaborative Strategies 6

7. Why is Collaboration Important? (now) Companies getting new younger employees are under pressure to change their social infrastructure and applications The role of IT is changing The nature of organizations is changing The technology is changing Ways of doing business are changing ©2012 Collaborative Strategies7

8. The Story of the Sad CEO Logitech, a few years ago Meeting with CEO, sad about lunch Gets beat up for old (Notes) infrastructure New hires stay 6 months, and then go join their friends on a better infrastructure ©2012 Collaborative Strategies8

9. IT has Less Hold on the organization ©2012 Collaborative Strategies9

10. Future work organization ©2012 Collaborative Strategies10 Core group > 100 includes: Company Management R&D management Operations management Marketing Outsourced: Sales IT HR Supply chain

11. BYOD ©2012 Collaborative Strategies11

12. Victors and Spoils ©2002 Collaborative Strategies12 Thought the Harley Davidson account would be cool! Turn business on its head Crowd sourced ad and design ideas Requested a meeting with Harley VP Showed ideas – “In one hour they have shown me more than I see from my last agency of record” They got hired!

13. Starting the New Collaboration Conversation Are you using the right collaborative tools? What about mobile collaboration? Do you know how collaborative your organization is? How do you determine if your employees are collaborative? Who makes the decisions? Where to start? ©2012 Collaborative Strategies13

14. Are You Using the Right Collaborative Tools? ©2012 Collaborative Strategies14

15. 16 Technology CultureEconomicsPolitics Score (1-10) Weight1234 Subtotal Total TCEP - Collaboration Assessment Handout (exercise) ©2012 Collaborative Strategies

16. 16 1.Sales & marketing (proposal development) 2.Customer service/support (exception handling) 3.R&D (new product development) 4.Value network management/relationships with external organizations, DPM, and project management (exception handling) 5.Training (internal and external) 6.Decision support/crisis management Where to Start? Critical Processes with Collaborative Leverage ©2012 Collaborative Strategies

17. What’s Next? Does your client(s) need this conversation? Are they unhappy with current collaboration technologies they are using? Are they contemplating a change (Google Apps)? Rather than sell technology… sell a solution! Strategy, technology, implementation ©2012 Collaborative Strategies17

18. How do we work together? Ideal client: mid-sized org., little IT, lots of new employees, old infrastructure, moving to Google Apps? Sell the a Collaborative Strategy, not tools Referrals – 10% finders fee, 20% help do the deal Partnerships- work with you: sub-contractor, partner, independent advisor? You name the relationship! Free Consultation! Put your cards in the bowl. drawing Free Signed Book on “42 Rules for Successful Collaboration!” ©2012 Collaborative Strategies18

19. Contact information- David davidc@collaborate.com dcoleman100@gmail.com @dcoleman100 on Twitter LinkedIn Profile http://www.linkedin.com/profile/view?id=4552&tr k=tab_pro http://www.linkedin.com/profile/view?id=4552&tr k=tab_pro +1 650-342-9197 (office) +1 415-867-9930 (cell) ©2012 Collaborative Strategies19