Case Study: LifeSource’s New Pulse Using Yammer for

Communication and Collaboration

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Trevor HuinkerIT Pro Consultant

Rebecca OusleyPublic Relations Manager

• Challenges and issues faced with the previous portal

• Alignment of business needs to new solution

• Design, vision and plan for using Yammer alongside SharePoint Online

• Training, deployment, governance and user adoption

• Q & A

Agenda

Building a community of donation

About LifeSource

• Add photo

Previous Solution

Business Need

• Move from on-premises SharePoint 2007 to SharePoint Online (Office 365)

• (Employee) Survey Says…

– Need for more lateral communication, not just top down

– More communication sooner, with more information

– Geographically dispersed team-desire to maximize engagement

• Opportunity to transform our all team communication

Avtex 360°

Challenges and Issues Faced

• Outdated on-premises SharePoint 2007 environment

• Minimal adoption of two-way communication with previous eSource solution

• Large amount of data scattered across and beneath the SharePoint environment

• Overwhelming for team members to find content and information

• Team members did not feel comfortable interacting with leadership using the previous eSource solution

• Communication silos faced between departments and groups

Social Constructivism

Sociological theory wherein groups construct knowledge for one another, collaboratively creating

a small culture of shared artifacts with shared meanings.

When one is immersed within a culture of this sort, one is learning all the time about how to be a part

of that culture on many levels.

Enlightened Self-Interest

"The greater the loyalty of a group toward the group, the greater is the motivation among the

members to achieve the goals of the group, and the greater the probability that the group will achieve

its goals.“

Rensis Likert, American Educator

Social Change

"Change is hard because people overestimate the value of what they have—and underestimate the value of what they may gain by giving that up.“

James Belasco and Ralph Stayer, Flight of the Buffalo

Communication Engagement

Past Present Future

Alignment & Options Available

• SharePoint

– Announcements

– Article Pages

– Blogs

– Discussion Boards

– Newsfeed

• Yammer

– All Company Feed

– Groups

– Topics

– Private Messages

The Solution

• New Intranet “eSource” that merges the Content Management System strengths of SharePoint Online with the social computing power of Yammer into a seamless portal that enables workers to obtain organizational information and collaborate with others

eSource Homepage

Department Site

Yammer Homepage

Yammer Group Page

Yammer Topic Page

Avtex Project Process

Envisioning Design Build Deploy Accept

Milestones:Project Kick-offDetailed Requirements

Deliverables:Planning Document for IW

Can be a separate phase, but often a part of the Design phase

Milestones:High Level Requirements

Deliverables:Scope of Work

Milestones:InstallationConfigurationDevelopmentTesting

Deliverables:Installation CompleteUser Acceptance Test Plan

Checkpoint!Project Team Testing

User Acceptance Testing

Milestones:TrainingCutover / First Day of Service

Deliverables:System/Application in Production

Milestones:System/Application AcceptanceTransition to Support

Deliverables:Quality Assurance ReviewProject Post MortemSupport Handbook

Status Meetings / Reports, Time Tracking / Reporting, Risk Assessment / Mitigation

Change Management, Scope Management

Project Timeline

DeployAugust 15

BuildJuly 9

DesignApril 3

KickoffApril 2

Success Criteria

• Why do we need to define them?

It is relatively easy to define and complete the project tasks in any technology project. The tasks may be completed successfully but sometimes the outcome isn’t what was “pictured”.

• What are the measurable success criteria for this project?

Success Criteria

• Force a clean up of current environment

• Not losing anything

– Resources of what people use onsite

– Existing tools

• Intuitively easy to find things

• The feeling of control and source of truth of content

• Confidence in security of content

• Meet timeline dates

• Training on tools they are not familiar with (allow them to help solve problems on their own)

Communication PlanTarget Communication When/Frequency Type/Method

Deliverable

Distribute Overall Project

Communication Plan

At Kick-Off Document delivered via

hardcopy or electronically.

Project Kickoff meeting At Project Start – 4/2/14 On Site

Status Reports Weekly Deliverable distributed via

email and/or posted on

Project Site

Team Meetings Recurring weekly Meetings- Lync Conference

Call

Executive Sponsor Meetings As needed –not a scheduled

occurrence.

Meeting

Project Acceptance Review At project completion Meeting – Onsite or Lync

Conference Call

Design

• Agreement of Scope of Work

• Conducted Design sessions with key stakeholders to reaffirm previous Envisioning work

• Completed assessments of content and custom code in old environment

• Reviewed proposed Information Architecture and Migration Plan for UAT and Production

• Completed all documentation deliverables

• Reviewed plans for content archival and deletion

• Completed Content Migration worksheets

Build

• Created Provisioning Scripts

• Implemented Branding Plan

• Created and configured SharePoint UAT environment

• Configured Yammer network

• Completed SharePoint UAT migration

• Tested and verified outcomes of SharePoint UAT migration

• Created Training curriculum and documentation

• Created and configured SharePoint Production environment

• Completed installation and configuration of ADFS

• Implemented Brainstorm QuickHelp Video Training App

Yammer Configuration

Yammer Configuration

Yammer Embed

• All Company Feed<div id="embedded-feed" style="height:700px;"></div>

<script src="https://assets.yammer.com/assets/platform_embed.js"></script>

<script> yam.connect.embedFeed({

container: "#embedded-feed",

network: "life-source.org",

feedType: "group",

feedId: "all",

config: {

header: false}

});

</script>

• Group FeedfeedType: “group”feedId: “1234567”,

• Topic FeedfeedType: “topic”feedId: “1234567”,

• Add embed code to Script Editor Web Part

Migration Worksheet

Deploy

• Completed Super User Training

• Completed Site Owner Training

• Provided Kick-Off Presentation of new technologies at All Company Meeting

• Completed End User Training

• Completed Active Directory User Sync

• Go / No-Go Decision made

• Completed SharePoint Production migration

• Sent Go-Live/First Day of Service Announcement

• End Users provided with training & support by Super Users

SharePoint Migration

Notifications

Governance

• Scope of Using Yammer (not the end all)

– Vs. email

– Vs. texting

– Vs. phone

– Vs. SharePoint

– Who owns Yammer?

– How is Yammer regulated?

Training

• Super Users

– Hands-on computer lab based

– 8 hours – SharePoint Online and Yammer End User Training

• Site Owners

– Super User Training + Yammer Review PLUS

– 4 hours – SharePoint Online Site Administration Training

• End Users

– Kick-off of new technologies at All Company Meeting

– Trained by Super Users of each department

– Provided with SharePoint Online and Yammer User Guides

Go-Live Outcomes

• How-to and when-to use the new platforms

• Difficult to understand how Newsfeeds work

• Basics of why people might not be fully utilizing

• Email overload of notifications – following people

• Technical issues with browsers and browser security

• Search is not integrated between SharePoint and Yammer

User Adoption

User Adoption

Yammer Analytics

Yammer Analytics

Yammer Analytics

Yammer Analytics

Yammer Analytics - PowerBI

Yammer Analytics - PowerBI

Yammer Analytics - PowerBI

Yammer Analytics - PowerBI

Yammer Analytics - PowerBI

Yammer Analytics - PowerBI

Yammer Analytics - PowerBI

eSource and the Road Ahead

• Looking at using announcements in Yammer

• Fine tuning the length and frequency of posts

• Newsfeed function and getting some sort of “Control” of it

• Guidance and matrix of how to use our communication platforms

• Make more use of Yammer Embed feeds

• Make use of Yammer Share Button

• Continued eSource Super Users meetings

Should I use Yammer or SharePoint?

About LifeSource

• Add photo

Questions???

Resources

• Yammer Resource Center - bit.ly/YammerResourceCenter

• Yammer Success Program - bit.ly/YammerSuccessProgram

• Yammer Release Schedule - bit.ly/YammerReleaseSchedule

• Yammer Developer - bit.ly/YammerDeveloper

• Office 365 Resource Center - success.office.com/resources

• Office 365 Success Program - success.office.com

• Office 365 Roadmap - bit.ly/O365Roadmap

• LifeSource Case Study – bit.ly/LifeSourceCaseStudy

• Enterprise Social: Should I use Yammer? When should I use SharePoint? - http://www.rharbridge.com/?p=1630

Don’t forget to complete the survey!!

Trevor Huinker | thuinker@avtex.com

Rebecca Ousley | rousley@life-source.org

Thank You!