Sean R. Nicholson

2010 has been a great year for Intranets. Web 2.0 finally came out of its shell and the explosive growth of Facebook,  Twitter, and YouTube brought social tools to the mainstream. This, in turn, helped many organizational leaders understand that capturing and sharing information inside the enterprise had a lot of potential, when social tools are leveraged.

In some cases, the same leaders who, in 2009, claimed that social media was “just about people sharing what they ate for breakfast” or “just for kids” finally began to understand that their employees wanted to engage in social media in the workplace and use it to share their work knowledge. As a result, Enterprise 2.0 took some great strides as organizations either added social components to their existing intranets or “ripped and replaced” them with new, social offerings.

The intranet-focused conversations in 2010 were beyond great. When I look back at my 2009 post, it’s great to see that most of the same folks that were blogging and tweeting in 2009 continued to share their valuable knowledge and experience in 2010.  To capture how great 2010 was, I looked back at the blogs of some of my favorite Intranet tweeps and thought I would share the posts I really enjoyed one more time.

In July, 2010 Carolyn Douglas (@carolyndouglas) gave a great breakdown of critical elements any organization should consider when determining whether they should buy or build an Intranet in her blog: When Looking at Intranets: Should you Build or Should you Buy? If you’re considering implementing a new Intranet in 2011, this is a great place to start.

One of my very favorite posts of 2010 came from Elizabeth Lupfer (@socialworkplace), who authors a blog called The Social Workplace. Check out her  article Will The Real You Please Stand Up?. This great article focuses on the need to be authentic in who you are, online and offline. This article is as important inside the workplace as it is outside.

My favorite Intranet series this year came courtesy of Rachel Lai (@rachellai83) in the form of  her series detailing the activities that occur each day on an Intranet. The series, entitled  A Day in the Life of an Intranet is a must read for any internal communicator or Intranet professional.

In an article he wrote for CMS Wire in October, 2010, Toby Ward (@tobyward) explains that enterprise social media has become a necessity.  The article does a great job clarifying the need for a social Intranet, as well as some of the barriers that may be encountered during the implementation.

One of the biggest fears that executives face when it comes to a social intranet is that of open communication. What if an employee says something they shouldn’t? What if private organizational information is exposed erroneously? In his September post, Open Communication – Skepticism and Fears, Bas Zurburg (@BasZurburg) exposes this fear, amongst others. A great read for anyone trying to convince their leadership of the value of a social Intranet.

In his October article, Beware of simplistic rules and strategies, James Robertson (@s2d_jamesr) did a great job explaining the dangers of setting arbitrary limitations on your enterprise because it’s easier to define a simple strategy and stick to it, rather than understanding what would really work best for your organization. The article caught my eye because I see these limitations time and time again within organizations, and rarely is there a sound business reason for some of the strategies and tactics.

I’m a sucker for a good game, so when Alex Manchester (@alex_manchester) wrote an article called Enhancing the intranet with game theory and gaming mechanics, I was hooked. In the article, Alex explains how multi-player online gaming and virtual environments are potential tools for developing employee collaboration and engagement within the enterprise.

I hope you enjoy and here’s to a great Intranet 2011!

–Sean

Sean R. Nicholson

Ahhh…reinventing the wheel. It’s an age-old tradition for a lot of organizations, especially when it comes to changes in technology.  Some new class of productivity software comes along and the entire IT organization has to come to a grinding halt while a new strategy is defined. Remember stopping to define an ECM strategy? Or maybe it was an ERP strategy. Or could it have been an CRM strategy. Don’t even think about that amount of time and energy devoted to developing a .com or eCommerce strategy!

Sound familiar? Ever been locked in the “paralysis by analysis” situation where you can’t get anyone to decide because there are just too many so-called “experts”, “gurus” and “SMEs” guiding the conversation? Ever felt like you’d rather just DO something rather than sitting in yet another, non-productive meeting discussing what might happen?

Unfortunately, many organizations are living this situation right now when it comes to defining their social media strategy.  So many new tools, so many new rules, so many unknown risks…where to begin??  But the reality is, the questions being asked aren’t that different from those that have been explored in the past.

For instance, these are some of the questions/concerns facing the enterprise with respect to social media:

1) How do we engage our customers?

2) What tools should we use to listen to our customers, capture information, and interact?

3) What do we do if a customer says something bad?

4) What do we do if a customer says something good?

5) How can we best learn from our customers to create new products and services?

6) How can we make sure that we’re communicating effectively with our customers?

7) Are there experts out there that can help us engage our customers?

8 ) Do we need to put policies and guidelines in place setting expectations for how we interact with our customers?

9) How do we keep our customers coming back and engaging with us?

10) How do we measure the Return on Investment (ROI) on customer engagement?

Sounds about right…Right? Now, flash back 10 years and see if these (slightly modified) questions sound familiar:

1) How do we engage our employees?

2) What tools should we use to listen to our employees, capture information, and interact?

3) What do we do if an employee says something bad?

4) What do we do if an employee says something good?

5) How can we best learn from our employees to create new products and services?

6) How can we make sure that we’re communicating effectively with our employees?

7) Are there experts out there that can help us engage our employees?

8 ) Do we need to put policies and guidelines in place setting expectations for how we interact with our employees?

9) How do we keep our employees coming back and engaging with us?

10) How do we measure the Return on Investment (ROI) on employee engagement?

Sound familiar? These are the questions that organizations found themselves facing when they were analyzing the value of a corporate Intranet portal and the additional of Web 2.0 components like discussion forums, knowledge bases, and (more recently) wikis and blogs. Seems like very similar questions have been in front of organizations for a long time and, in most, serious time and energy has been devoted to answering the employee engagement questions.

My point isn’t to say that employees and customers are the same and the same rules should apply. Having worked extensively in the Intranet space and currently being very involved in defining organizational social media strategies, I will tell you that employees and customers are very different. My point, however, is that if you are in the process of developing your social media strategy and you haven’t invited your Intranet Manager to the table for the discussions, you are missing out on some potentially useful experience and input.

Maybe, by involving your Intranet Manager, you won’t have to reinvent the wheel….just modify one that already exists.

Angie Cullen

When building a business case around a social Intranet, there are a few key components to consider.  Here are five suggested features that you might ask your potential vendors to demonstrate.

Forum Collaboration
By using a forum or threaded discussion  tool, you can engage your employees around specific topics and challenge them to start talking about topics that matter to them. For instance, Project Managers might discuss the project they are working on along with the status of that project, IT employees may share valuable technology updates, and HR personnel may share links to recruiting best practices.  Be sure that the tool  allows employees to create a profile and specify the topics they are interested in. This also provides a way for employees to get to know their colleagues and share information.

Social Tagging and Ranking
Although search engines are getting smarter by the minute, nothing replaces the ability for an employee to indicate whether an article or piece of content was useful to them in their job. Especially if the search engine takes that ranking into account in ordering their search results (e.g. articles they ranked higher, should be placed higher in the results). In addition, if employees are able to add their own keywords that helps influence search results, they will be able to find information that is more meaningful to them much more quickly.

Document Storage & Collaboration
With a document storage and collaboration tool, employees can find and share documents easily.  This tool will allow employees to create, open and edit documents by placing them in a centralized location that’s easy to access. Having this tool will allow multiple users to work and collaborate in real-time, based on the permissions that are set by the owner, on a document simultaneously.  A document collaboration tool can also help you cut down on storage costs. Employees will no longer need to email a status report, PowerPoint deck, or Excel spreadsheet to the entire project team (these multiple copies take up storage on the email server). Instead, they can simply email a link to the single copy stored on the Intranet and use check in/check out functionality to edit that single document.

Expertise Finder
Employees consistently rank the company directory as one of the most used functions of their Intranet. An expertise finder takes that directory one step further and allows users to identify employees that hold specific knowledge or expertise. This is paired with the ability for employees to create their social profiles and self-report their skills. Similar to tagging content, employees should also be able to tag other employees with terms that they could use in the future to find that expert again (e.g. tagging someone as “Intranet administrator”)

Knowledge Base or Wiki
Your employees have a great wealth of knowledge and given the opportunity many of them want to share it. Be sure to ask your potential Intranet vendors whether they offer a knowledge base or wiki functionality that would allow your employees to quickly, easily share nuggets of knowledge that may assist other employees. Keep in mind that it must be easy to use and be integrated with the search functionality so employees can use a single search to locate people or content.

These five key components  are just a few of the items to consider when reviewing potential software solutions for a social Intranet. Be sure to ask each of your vendors to demonstrate the functionality and consider inviting a few of your end users or members of your Intranet Governance Council to the demos to get their input, as well.

Have additional features that you think would be critical to a social Intranet? Feel free to leave a comment and let us know what you think is important or what has turned out to be a popular social feature for your employees.

Sean R. Nicholson

As the centralized point of access to organizational information, your Intranet portal may also represent a potential security risk. This is especially true if your portal is accessible to employees via the Internet. If your Intranet authentication is tied to your Active Directory or LDAP, be sure to put policies in place that ensure that your employees change their passwords on a periodic basis. In addition, be sure to encourage (or require) employees to use “strong” passwords, that are comprised of a combination of alpha characters, numbers, symbols and mixed cases.

Unfortunately, according to Wired Magazine the most common password successfully used in a recent Hotmail attack was “123456″. Yes, that’s correct…virtually the same password used by Mel Brooks in Spaceballs to secure his luggage.

As an Intranet professional, it’s important that your employee communications focus on employee education around the topic of frequent password changes, password strength, and their ability to identify and avoid password phishing scams. The Journal of Accountancy provides a great analysis of different types of passwords and their ability to be compromised, as well as a five step process that can be followed to analyze your existing application password strength.

1. Start by developing a full understanding of how your computer system stores passwords.

2. Determine whether your encryption method is powerful enough to safeguard your system, and ensure users choose passwords wisely.

3. If your analysis reveals that your password security is inadequate, begin your search for improvements at the lower end of the cost spectrum.

4. If your assessment reveals that you need an entirely new password management system, look for “yes” answers to each of the following four questions when you evaluate products. (click here to view the additional 4 questions)

5. Regardless of how confident you are in the accuracy and completeness of your security assessment and any remedial solutions you may choose, consider conducting a penetration test.

Source: Journal of Accountancy, July 2009.

If you haven’t run a recent campaign reminding employees of their responsibility to keep corporate information secure, it might be a good time to put one together and teach your employees how to avoid weak passwords and phishing scams.

Angie Cullen

When developing your Intranet, it’s best not to develop in a vacuum. You may not be the best person to make decisions on how employees will use the intranet to do their job.  Be sure to identify employees that will be involved in the maintenance of the portal and get everyone involved in the design process. Create an Intranet Governance Council that will include at least one member from each department throughout your company. Bigger departments might have 2 or 3.  Let the members of the governance council represent their department and tell you what employees in their department need to be able to do their job more efficiently.

Be sure to let the members of the governance council know that while you value their input and opinions, the final decisions regarding design and functionality are the responsibility of the Intranet team.  In other words, everything that the members of the governance council submit on their wish list, might not make it in to the final product. By setting this clear direction and making the members of the council a part of the design process, you can leverage their excitement and promote collaboration, while ensuring that the Intranet design meets the needs of all departments and employees.

Sean R. Nicholson

Regardless of whether you are a seasoned Intranet Professional or just getting started with your first Intranet design, I highly recommend adding What Every Intranet Team Should Know by James Robertson of Step Two Designs to your library.  At 110 pages, this handbook packs a wealth of valuable information into a quick-read offering a background understanding of the evolution of Intranets, guidance on identifying the needs of your organization, and useful tips on designing a solution that meets those needs.

What Every Intranet Team Should Know by James Robertson

Rather than trying to educate the reader on every possible situation that could be encountered in an Intranet build or redesign, Robertson focuses on sharing industry best practices and real-world experiences that the reader can easily adopt.  Robertson’s straight-forward writing style, coupled with sample images and supporting graphics makes the content easy to understand and apply.

Although the book might appear small at first glance, Robertson proves that good things come in small packages by tackling complex issues such as requirements gathering, usability design, and governance. Each chapter provides clear, actionable steps while surfacing potential pitfalls and providing guidance on how to avoid them.  Throughout the text, Robertson progressively lays out the fundamental concepts necessary to understand not only how to design an Intranet, but how to design one that your employees will actually use.

What Every Intranet Team Should Know has found a permanent place in my library and will become a must-read for those involved in current and future Intranet projects.

Sean R. Nicholson

Building a great Intranet environment is often about balance. Balancing acts like those between openness and security,  corporate needs and individual desires, and the balance between content and culture often make for long meetings and tough decisions. Internal communicators and Intranet managers often have to determine how much to share and the right format in which to share it.

Take, for instance, the topic of how much strategic corporate information should be shared internally with employees, and at what time.  Some organizations are willing to post strategic information like corporate earnings and key performance indicators on their Intranet in real time or prior to formal announcements. Others are concerned about employees sharing strategic information outside the firewall where it could impact stock prices or competitive behavior. Usually, the key cultural component as to whether this information is shared with employees is one of trust.  It boils down to whether the organizational leaders trust that employees understand the critical nature of the information being shared.

In situations where a strong bond of trust has been formed between the executive layer and the employees, leaders see the sharing of this information as critical to the success and growth of the company since it tells employees where they are doing well and points out where they can focus their energies to improve. These organizations often use the Intranet to openly share corporate goals and strategies, as well as the performance metrics to measure success. Along with the communication comes a consistent message of the importance of using the information internally and only sharing when and to whom it is appropriate.

At companies where that bond of trust has not been formed or has been previously violated, executives often feel that employees simply don’t understand that sharing earnings or performance information prior to formal announcements can have an adverse impact on the operation of the organization?In these cases, Intranets are often void of critical performance measures and are used, instead,  as communication vehicles for corporate events, product announcements, and HR information. Each of these are important functions, but of little value to the employee in determining whether their day-to-day activities are helping the organization advance its corporate goals and strategies.

In organizations where executives prefer to guard the information and release it to employees at the same time they announce to the public, employees often feel as though they aren’t “in the loop” and, at times, learn about important corporate strategies online, from local news sources, or colleagues at other companies. Hearing corporate performance news and announcements from third parties, rather than hearing the news directly from their executives, often propagates a feeling of mistrust between executives and the employees.

Realistically, it would be naive to state that the best practice is to always share strategic information with employees via the Intranet. The reality is that in large organizations or those with little governance, it just may not be reasonable to assume that providing real-time feedback on performance indicators is possible without having the information leak. Even in small organizations, disgruntled employees or accidental disclosure may result in the information leaking.

Therefore, the best practice for when to share key performance metrics will have to be based on the balance of trust within the organization and the employees’ understanding of when/where/to whom it is appropriate to share. As a result, Intranet professionals will have to work to educate employees as to the importance of keeping the information secure and disclosing only when their organizational culture dictates.

Thoughts, comments, or experiences? I always welcome feedback via comments!

Sean R. Nicholson

When it comes to managing Intranets, governance is one of those topics that tends to divide folks into some pretty extreme camps. One side contends that users should be able to govern themselves freely and, when left alone, content driven by the users will be rich and meaningful. The folks on the other side of the fence believe that content should be generated by one or more specific departments (usually Corporate Communications or HR) for consumption by the end-users.  Their position is often based on the argument that end-users would pose a risk to the organization by sharing incorrect, privileged, or inappropriate content if the wild west of end-user content were allowed. The reality is that these two camps each have their valid points, but the best practice is to land somewhere in the middle by allowing individual contribution, but providing some oversight.

While it’s always good to have one or two Intranet experts who understand the technical architecture of your portal and Intranet applications, it’s also valuable to seek input from not-so-technical Intranet power users from across your org. One tried and true method is to form an Intranet Governance Council that consists of the primary power user from each of the departments in your organization. By ensuring that each department is represented, you’ll hear about issues and concerns from throughout the entire organization and these representatives can solicit feedback from their end-users as well as help you spread of the word about upcoming changes or the addition of features/functionality.  When forming your Intranet council, it’s best to keep it to a small group, usually one or two representatives from each department and make sure to schedule a recurring meeting to get together and review your content management strategy and hash through any issues that might arise.

At the start, it might feel like there are too many cooks in the kitchen and some departments might attempt to set the expectation that their department should have more influence over the direction of the functionality or content. If this occurs, remind each representative that all departments have an equal share in the success or failure of the Intranet and working together is the key to success.  Sometimes this great quote from Henry Ford can help set the tone — “Coming together is a beginning. Keeping together is progress. Working together is success.”

Sean R. Nicholson

Okay Intranet fans, here it is…the 2009 completely unofficial list of must have functionality for every Intranet.

**Please note that we reserve the right to update this list and expand it beyond 10 based on the great feedback and comments we will undoubtedly receive.

{drumroll please….}

# 10) Application Interoperability – There’s nothing like a good Intranet mashup. Being able to search for a user and see not only who they are (from the HR application), what they are working on (from the Project Management application), and where they are located (From HR + Google Maps) is pretty cool, not to mention that it brings relevant information to the user on a single page. Look for creative ways to mash up your applications and streamline information gathering. Remember that good mashup also leverage a “simpler sign-on” schema so that users don’t have to login over and over to see data in different applications.

#9) A Clean Design – Lot of functionality is good, but be sure to spend time up front determining what should be on the front page and what can be moved to secondary pages. Your users should be able to find content quickly and easily. Spend some time watching how your users physically navigate the Intranet and strive toward reducing the number of clicks they have to make to locate the information they are looking for. Need help creating a design? Bring in a consultant from the outside to provide an objective point of view.

#8) A Good Name – I always love hearing people refer to the Intranet by it’s given name, rather than “the Intranet”. Creative names allow folks to create an identity for the Intranet that gives it a life of its own. If you don’t have a name for your Intranet, try holding a company-wide contest to come up with names and then have your company vote on it. Your even more likely to get strong buy in if the name is chosen by your organization as opposed to being assigned by a developer with a Star Wars fetish.

#7) A Strong Navigation Taxonomy – Yes….it’s a Google kinda world, so folks like to find content through search, but when they find that content, they also like to see where they are in the navigation, using a folder taxonomy or breadcrumbs, so they can find other content that is similar in nature AND know how to get back to the content in the future.

#6) Personalization – Users need to be able to customize pieces of the Intranet. Whether it’s their weather, stock quote, news headlines, horoscope or other content, allow them to make the Intranet more useful to them as an information source. Also, by allowing users to relocate portlets or widgets, they can create a design that meets the way they work. Need a good source for personalized information? Look to subscription information providers such as YellowBrix.

#5) A Good Rich Text Editor – Nothing helps an Intranet grow more than content, so making the creation of content easy is important. A good WYSIWYG (“what you see is what you get”) editor is important. Don’t forget to make sure your editor has a spell check. I speak from experience on this one (ahem…Plumtree/BEA/Oracle WebCenter)

#4) Governance – No need to go into full-blown lockdown mode, but governance is a good thing for any organization. It keeps your Intranet from becoming the wild, wild west and ensures that the content created has meaning and is relevant. Some areas of the Intranet (WIKIs, forums, etc… ) can be looser than others, but your governance strategy should be flexible enough to accommodate for these different needs.

#3) A Strong Collaboration Toolset – User created content will drive your Intranet page views through the roof. A good, spirited conversation about the latest product or marketing campaign can help spread the word about what your organization is doing and can drive new innovations. Try adding an “Idea Center” to your Intranet and challenge your employees to come up with new ways to do business. Products like user-driven blogs, forums, and WIKIS can turn your readers into contributors growing your content exponentially. Daily polls can also be used for gathering user sentiment on a corporate topic, or just for a little fun.

#2) A Federated Search Engine – Again, it’s a Google kinda world, so make sure your search works and it can talk to other applications. No one likes to have to search 10 different places for information, so leverage tools like Google appliances or federated search engines like FAST or Autonomy to bring all of your content together into one search. If you haven’t ever seen a demo of one of these “meaning” based search engines, give them a call and ask for one. You’ll be amazed at what modern search engines can do.

#1) Meaningful Content – The best design, the coolest name, even a great governance strategy…they’re nothing without meaningful content. If your users don’t find value in your Intranet, they won’t adopt its use. In addition (and I can’t stress this enough), the content MUST be timely and accurate.

The only thing worse than no information is bad information…Your employees will act using bad information because they don’t know it’s inaccurate. There’s nothing worse than a sales rep sharing an outdated rate sheet or a customer service rep providing an inaccurate solution to a problem. To avoid this, be sure your Intranet content is up-to-date and reviewed frequently.

There you have it, Intranet fans! 10 must haves for any good Intranet.

Additions:

Accessibility – Everyone needs to be able to use your Intranet. Ensuring that your pages comply with the accessibility guidelines will ensure that folks with disabilities can read or hear the content. Thanks to Russell @theparallaxview for the suggestion

Have input? We’d love to hear any additions, suggestions, or constructive criticism in your comments!