Impact Interactions Welcomes Experienced Social Media Professionals Lauren Bittner & Adam Crawford!

With our continued growth here at Impact Interactions, we’ve recently added two experienced professionals to help our clients’ social media and online community projects succeed. Please join us in welcoming Lauren Bittner and Adam Crawford to our team!

Lauren Bittner (Social Media Consultant) brings over nine years of professional experience in the social media and loyalty programs to help our clients drive deeper, meaningful relationships with their members. With consulting and management experiences ranging from IBM and McGraw-Hill to Allstate Insurance and Ace Hardware, Lauren has a strong foundation in the B2B social media world. She will initially support the Hall of Fame and Expert member recognition program at Cisco’s CSC as well as support additional projects both for Cisco and our other B2B clients.  Prior to joining us at Impact Interactions, Lauren helped improve usability for client sites as well, bringing another dimension to our services for clients. Lauren got her start in social media at online community pioneer Participate.com.

Adam Crawford (Social Media Consultant, Business Development) is an experienced social media professional with over ten years experience in helping large organizations with their social media and online communities. In his experience, Adam has managed teams of moderators for such diverse companies as NBCi, ATT, AARP, and Ace Hardware. Further extending his social media experience, Adam was an Account Development Manager for Open Text, a leading Enterprise 2.0 content management and social media software company for the past five years. This gives Adam a wide understanding of not only the processes and procedures for social media programs, but also a solid understanding of the technology requirements needed for success. Prior to Open Text, Adam worked for Participate.com as well. In his new role, Adam will help Impact Interactions with Business Development and consulting work.

Please join me in welcoming Lauren and Adam to our team.

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B2B Social Media Best Practices: SAP Best Performance for Partners Program

Over the past several months, we’ve been helping SAP’s Partner Enablement team to understand how to use social media to further their goals of increasing partner sales and adding new partners to sell SAP software to the small and midsize enterprise (SME) market. Because there is a lot of confusion over using social media in a B2B setting, we’ve built a training methodology which takes the best practices from our ten years of experience in B2B social media and community work to simplify and help SAP’s partners.

The methodology is built around a very simple, yet powerful concept: Restaurant menus. Our training workshops provide teams with the questions that they must answer to successfully utilize social media. The goal is to clearly identify your strategy and objectives, then build a menu of tactics to support your effort.

So, are you a Pizzeria or a Fine Dining restaurant? Do you have a limited menu or an expansive menu with ever changing offerings (think of daily specials)? Does your audience have the time for a five course meal or do they want take out? Do you have multiple chefs or is there one person making your pizza?

By answering these and other questions, B2B teams begin to gain clarity in their objectives, audience, content strategy, and measurement requirements. Once we complete this session, we move into the tactical way to utilize social media in order to build out the menu of offerings.

Not all tactics are appropriate, nor does B2C social media strategy always deliver the intended results. By understanding how B2B social media tactics differ from B2C and work together to deliver results, our client SAP has generated significant results. In terms of helping partners succeed in a tough economy, it’s Best Performance for Partners social media program delivers training and information efficiently to help each partner organization succeed in meeting its revenue and lead generation objectives. For SAP, the partners who are participating are learning better ways of marketing and selling which benefits SAP directly in the form of revenue achievement.

For SAP, the Best Performance Challenge is an innovative way to build its partner channel competency each year. The Best Performance Circle, composed of the top partner organizations in EMEA and India, reinforces SAP’s commitment to its partners by using an online community to strengthen its relationship with a key part of its sales ecosystem.

The video below by Raimund Mollenhauer, Head of Enablement & Talent Net for SAP Partners, SME EMEA & Global describes how SAP is using Impact Interactions’ methodology today to deliver results:

The innovation continues at SAP with future roll-outs of additional Best Performance initiatives. Their use of social media not only speeds the adoption of these initiatives, but also delivers value to the partner channel in a cost effective manner.

To learn more about B2B social media best practices, our workshops, or social media for channel management, please contact us or ask a question here on this blog.

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B2B Social Media – Moving Beyond the Hype

Several of our team members were in London for the annual Internet World Exhibition held at Earls Court between April 27th and April 29th. As one of the few exhibitors and speakers in the B2B Social Media Industry at the show, we noticed a lot of confusion about using social media and what social media could do for a B2B focused organization.

For example, we noticed a large number of email vendors selling the idea that email is social media (it’s not). The idea of renting a list of unknown people to send your message to was presented as social media (it’s not). Lastly, there is so much confusion over using social media applications like Twitter, Facebook, and LinkedIn for business that we spent much of our time helping people learn the basics of the applications and why they might want to consider using them.

But just as important to us, there were many people who were disappointed using social media as they didn’t get the results they wanted or thought that they would. Why? Because in most cases, their companies were using B2C techniques to engage with the B2B audience for their services. Many were following the common theme of retweeting others, constantly updating their Facebook pages with product information, building a network of as many followers as possible, and joining as many groups as they could on LinkedIn. And most of it was a gigantic waste of time.

At Internet World, I presented a short case for why B2B Social Media is very different from B2C. The presentation covered the idea that most people are focused on the tactics at the expense of their strategy by following the common wisdom of social media experts and gurus who only understand B2C marketing. B2C is concerned with building awareness, then trial. That’s why couponing is so effective for B2C. B2B is concerned with building relationships. It’s harder and takes much more time than B2C social media tactics. But in the end, it leads to tremendous value when executed properly.

You can download the presentation’s slides here: B2B Social Media – What Works 2010. The slides are helpful when viewing the actual presentation below: (Quick Note, the edited video below is courtesy of Seminar Streams, so you’ll have to register or log in to see the video. Or enter our username Impact and our password impact. The video will play right away and you won’t have to search for it.)

 

 

 

If you’d like to learn more about using B2B Social Media for lead generation, customer support, training, channel or partner management, or another specific purpose, please contact us.

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Tracking Down Online Community ROI (Part 2: Business-Side Metrics)

by Matthew Lees

Part 1 looked at community-side metrics. This is the data you get from your community’s Web server log files, your community platform database, and any third-party analytics systems (such as Google Analytics or Omniture) that you’re using.

It’s also the data that you – as a business sponsor, community manager, or other stakeholder – likely have direct access to. And while it’s important information, it’s used primarily to help ensure the health of the community, not quantify and provide insight into business value. For that, you need to tap into business-side metrics.

Business-Side Metrics
These are the metrics that do show business value. Unfortunately, for most online community use cases, such data lives in places that you probably don’t have direct access to or control over. This is where the legwork and the relationship building that Mike Rowland referred to in the previous post come into play.

Where to look in your organization and who to build relationships with depends on what you’re after. Here are four common business cases for B2B communities, with an overview of their potential business value as well as mention of the relevant business-side metrics, location of these metrics, and people who can help you access and understand these metrics and what they mean for the bottom line.

1. Service and Support. Reducing contact center costs is one of the primary business goals of a community in which customers help answer each others’ questions and solve each others’ problems (via what’s often called “peer-to-peer support”).
Business-side metrics: number of incidents (by source, e.g., phone, email, chat, etc.), first-contact resolution, agent hours
Where the metrics live: contact center analytics system
Who to make friends with: not only the VP of Support, but also the manager who is the most fluent with the call center’s reporting and analytics

2. Product Development Feature Set and Road Map. Here you’re probably looking for (a) ideas for new products and services, (b) ideas for new features and functionality, (c) ideas around improving customer-facing processes (i.e., making it easier for customers to do business with you), and (d) the prioritization of these ideas. These ideas and their prioritization by customers can improve processes, reduce time to market, and give you higher confidence that your product road map is what your customers want.
Business-side metrics: number of customer ideas that are implemented; number of existing ideas that were validated by customers; time to market; dollar value of reduced time to market (can be a squishy number)
Where the metrics live: product tracking system; business process systems (ideally these all track the sources of ideas)
Who to make friends with: product development / R&D teams, particularly the keepers of the road map and features/capabilities lists

3. Customer Acquisition and Lead Generation. Communities are a great way for people to go beyond what they read on your Web site and in your marketing collateral, to get a sense of how people are using your products in the real world. So prospects are part of the community ecosystem as well as existing customers. A vibrant community full of helpful, engaged customers can be effective in moving prospects into your sales pipeline.
Business-side metrics: number of new accounts that came in through the community, new revenue from these accounts
Where the metrics live: CRM system or other sales tracking application
Who to make friends with: the sales team, particularly the sales operations manager who tracks sourcing

4. Customer Satisfaction and Loyalty. Numerous studies have shown that online communities can have a positive affect on customer satisfaction and loyalty. The tricky thing in demonstrating this for your own community is to separate out cause and effect. Communities can be self-selecting; your most satisfied and loyal customers are probably over-represented in your community. For them, the community didn’t cause their high level of satisfaction, for example. Any surveys you do to measure satisfaction and loyalty should take this into consideration.
Business-side metrics: survey results; customer satisfaction / loyalty methodology or system, such as Net Promoter Score (NPS)
Where the metrics live: survey results database; satisfaction, loyalty system
Who to make friends with: the marketing specialist who measures customer satisfaction and loyalty for your organization

Legwork and Relationship Building
You may have noticed that the business-side metrics are really just the ones that your organization and your colleagues are already using to identify and analyze business value. You’re just looking to apply and tune them towards quantifying their impact from the community.

Of course, while the methods may be familiar, it isn’t necessarily easy to compile metrics and estimate dollars saved and/or generated. A lot of it comes down to doing the legwork and building relationships with the right people. Ideally determining community ROI is at the top of their priority list as well as yours. It will take time and attention to come up with ROI hypotheses, test them using data you’ve tracked down from wherever it lives, analyze the results, revise your hypotheses accordingly, and iterate. Hopefully your colleagues become partners in these efforts.

So how do you build these relationships, make those allies, and get the information you need? We’ll leave that for another day. But experience shows that chocolate helps…

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Determining Online Community ROI (Part 1: Community-Side Metrics)

by Matthew Lees

In recent months my research, writing, and client work has (happily) focused on one of the hottest topics in social media…calculating ROI. For a variety of reasons, determining quantifiable ROI of social media programs and online community initiatives presents a variety of challenges. There’s nothing new in this statement; people have been trying for years to make it easier to figure this out. But ROI keeps fighting back. It’s getting to the point, though, where business executives will be expecting a more quantified understanding of the impact customer communities, for example, are having on the bottom line. Knowing that it’s “the right thing to do” from a customer-centric perspective isn’t going to cut it much longer.

One of the challenges is the fact that some (or even most) of the information needed to measure ROI isn’t in a convenient location.

Last year in a post called “B2B Communities – What Works,” Mike Rowland discussed a handful of essential best practices for B2B communities. He wrote: “You can measure the ROI for B2B communities, but you cannot get there by using only community software metrics and/or web analytics packages like Omniture or Google Analytics. None of these provide true value metrics that have an economic value associated with them. To get to ROI, you must build relationships within your organization so you can obtain real data on customers, leads, ecommerce transactions, etc.”

Right on, Mike. To get at community ROI (whether for B2B, B2C, or any other type of community), you’ve got to track down data from several sources – particularly from sources that you probably don’t have direct control over or access to – which takes building relationships, making allies, and a bit of legwork.

Community-Side Metrics
The relatively straightforward part of the legwork compiling the data you do have direct access to. This is the information you can get from log files, your community platform database (often through an analytics dashboard), and, if you use one, a third-party analytics package (such as Google Analytics or Omniture). The types of things available from these community-side sources include:

•    Traffic and Usage. Pages served, page views, visits (and unique visits), time on site, etc.
•    Membership. Total members, new members, active members, reputation and ranks, etc.
•    Activity. Posts, comments, ideas, invitations, votes, ratings, subscriptions/notifications, downloads, views (e.g., of video clips), time between posts, etc.
•    Search. Both quantity of searches and specific search terms (such as top 20 search terms)
•    Other. Moderation (e.g., moderator touches), referrer pages, etc.

Ideally you’ll be able to break down this data based on important parameters, such as time and location within the community. For example, you’ll probably want to look at the all-time number of members, as well as the number of members over a given time period (typically week-over-week or month-over-month). And you may want to look not only at total pages served within the community, but also at pages served within particular areas (such as forums, blogs, idea sites, and so on).

Community-side metrics can be very useful, but, as Mike wrote, they don’t illustrate economic value. At least, not in and of themselves. They’re certainly useful in terms of knowing whether or not the community is healthy (three consecutive months of decreasing page views, for example, might tell you that something is wrong), but they only get you part of the way toward determining ROI.

Up next…building relationships and doing the legwork to identify the business-side metrics that get you the rest of the way there.

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Who Needs It? Dealing with Unwanted Content and Conversations in Your Online Community

by Matthew Lees

Every day seems to bring increased buy-in and understanding of how social media and online communities can positively impact organizations. But there’s still pushback around certain things. For example, community platform vendors, consulting firms, and agencies still regularly hear concerns such as “What if someone uses profanity?” and “What if they say bad things about us?”

Most of the content in your community – and throughout the social Web, too – is stuff you want. These are the questions and answers your community members share with each other and with you. They’re their problems and solutions, their interesting and relevant comments (even their uninteresting and relevant comments), their ideas, wish lists, and perspectives.

But there will also be things that you really don’t want, the content and conversations that you and the community could surely do without.

These things should make up a small percentage of the overall content, but it’s all but impossible to avoid them completely. (You’ll typically find a smaller percentage of unwanted posts in B2B communities than in B2C communities, and you’ll usually see a smaller percentage of such things in support-related communities than in affinity and engagement communities.)

Thanks But No Thanks
To be more specific, the unwanted stuff is posts and content that contain…

1. Inappropriate Language or Content. No surprise here…these are comments, images, or videos of a sexual, violent, abusive, or otherwise inappropriate nature. Note that this is about more than the use of foul language. There are a lot of mean and nasty things that can be said with perfectly acceptable words.
2. Advertising or Spam. Some advertising may be fine in your community. Often, though, it’s not. And I can’t think of a situation in which any community would want spam. (Is there a Spam community? If so, that would prove me wrong.)
3. Incorrect Information. You can’t fully control the quality of user-generated answers, solutions, and comments. Members will, on occasion, post information that’s incorrect. Usually it’s unintentional, but it can cause confusion or worse. Blatantly incorrect info is relatively easily fixable; gray areas can lead to disagreement, dissent, and (hopefully) healthy discussion.
4. Sensitive or Confidential Information. Some customers often have access to inside information, as do your colleagues, of course. If people aren’t careful, or if there’s miscommunication on when and where certain information can be shared, they can inadvertently say things they shouldn’t. This doesn’t happen often, but the cat does sometimes get out of the bag.
5. Off-Topic Comments. Such posts may be benign, but they’re either entirely irrelevant or relevant to another place in the community.

There are also a few types of posts that some may see as unwanted. But community managers and moderators worth their salt see these as acceptable, if not desirable (at least in low volume), since they demonstrate transparency and authenticity, and give community members opportunities to chime in on your behalf. These are post that…

•    Say Negative Things about Your Organization, Brand, Products, Services, etc.
•    Say Positive Things about the Competition

Be Prepared
So how do you deal with all these situations? Best is to have your ducks in a row beforehand. Here are some suggestions:

•    Have a good moderation plan, and a great community manager and moderation team. When dealing with unwanted content and conversations, moderators should be observant, understanding, firm, and fair. And know what you’ll do when you get each type of unwanted post.
•    Create appropriate community policies and guidelines, not only for community members, but for subject-matter experts and other internal stakeholders and participants.
•    Make friends with colleagues throughout your organization. It’s worthwhile, if not essential, to check in with the folks in legal, corporate communications, and pretty much all other business units. They can help with the Action Plan items that pertain to them, and help deal with unexpected things should they arise.
•    Have a library of stock replies at your disposal. This will help you respond to issues quickly.
•    Leverage the tools in your community platform. The moderation tools and accompanying workflow are important here, of course. I’m a big fan of content filters (for catching obscenities and other text strings) that trigger email notifications. And the ability to enable or disable anonymous posts can be helpful, as well, since people tend to take more liberties when they can participate anonymously.
•    Be aware. Be very aware. Technology won’t catch everything. There’s no substitute for paying attention.

Most online community best practices deal with how to engage with community members and get more of the good stuff. Knowing how to minimize and deal with the unwanted stuff is important, too.

And the best way to assuage execs’ concerns is to say “Yes, there will be some amount of unwanted and inappropriate content and conversations in the community. We can’t avoid that. But here’s how we’ll be handling them when they do arise…”

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Will Employee Communities and Customer Communities Converge? (Part 2)

by Matthew Lees

Part 1 of this topic framed the question of whether internal/employee communities and external/customer communities can potentially converge, and be managed via one group of people using one (pretty darn robust) technology platform.

My “Idealistic Answer” to this question was “Yes.” In the ideal customer-centric organization, the walls separating inside and outside would be more permeable than rigid, with customers being involved (as appropriate and as warranted) with a great many aspects of what the organization is doing across business units.

We live, however, in the real world…

Will Employee Communities and Customer Communities Converge?
Pragmatic Answer: No
While the walls that separate inside from outside may be coming down, the internal walls are seemingly as strong as ever. It’s hard to get those silos to tilt, let alone fall.

The unfulfilled promise of CRM is a good analogy here. Remember when “the 360-degree view of the customer” was all the rage? In theory, it was a great idea…have everyone in your organization working off the same system and the same data. Companies will benefit from the streamlined technologies and centralized resources (sound familiar?), while customers will benefit from more relevant marketing communications and offers, and from better-informed support reps who can provide improved service. This isn’t how things panned out, of course, largely because of the way that organizations are structured and operate.

So, in addition to the similarities discussed in the previous post, there are vast differences between internal and external communities, including:

1. Business Goals, Use Cases, and KPIs – While there is some overlap, the business goals are largely different (as are the Key Performance Indicators that measure them)…Employee communities are often looking to increase productivity, information sharing, knowledge retention (keep expertise within the organization), and employee satisfaction, while reducing, for example, the costs of system administration and training. Customer communities are often looking to positively impact the organization’s brand, increase customer loyalty and satisfaction, generate awareness, get more people in the sales pipeline (especially for B2B communities), increase direct and indirect sales (upsell and cross-sell), reduce costs through deflected service and support incidents,  and leverage customer-led innovation throughout the organization. Whew.
2. Business Units and Business Owners – The differences in business goals stem from the fact that different business owners head up these communities. Employee communities tend to fall within HR, IT, or Administration/Operations, while customer communities tend to fall within Service & Support, Marketing, or Product Development/R&D. As was the case with CRM, it’s rare that these business units are aligned in terms of needs, process, and technology.
3. Social Dynamics – The social dynamics between employee communities and customer communities are more different than they are alike. Both types of communities do rely on a core set of enthusiasts/influencers who handle a lot of the heavy lifting, but the reasons and motivations for participating in each vary. People act and interact differently when they wear different hats; in an internal community you’re wearing an employee hat, with all the good stuff and all the baggage that goes with it. (Think organizational politics; how candid are you going to be if you know your boss – and HR – are listening.) You’re potentially more anonymous in an external community wearing a customer hat, where, for most of us, the stakes are lower.

So What?
In the upcoming Part 3 — yes, there’s a Part 3 — we’ll explore what this means for both technology vendors that provide social tools, and for those practitioners tasked with managing employee and/or customer communities.

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Will Employee Communities and Customer Communities Converge? (Part 1)

By Matthew Lees

Social technologies have had a big impact on the ways that companies do business, both inside and out. Organizations are using social tools – discussion forums, blogs, microblogs, social bookmarking, wikis, and more – to help employees be more productive and effective. They are also using the same types of tools to engage with those outside their organization, i.e., their customers (users, readers, members, etc.) and business partners.

Social media is helping to break down the walls that separate internal from external. Those traditionally outside the organization not only know more than ever before about what’s going on inside (thanks to blogs, Facebook, Twitter, etc.), they also have more of an opportunity and ability to influence things within the company (for example, through crowdsourcing mechanisms). For the most part, it’s easy enough to set up a collaborative space for members of a customer advisory group, for example, to interact directly with a group of employees. And if you manage a customer community, you can – in fact, you should – have employees intimately involved. The lines between inside and outside are becoming increasingly blurred.

I’ve had a handful of recent conversations — with vendors and with practitioners at B2B, B2C, and employee communities — about this potential coming together of employee and customer communities. If social software and social media are at the heart of the shift towards increased interaction, collaboration, and transparency, perhaps there is an eventual convergence that can be supported by a single social technology system. Why can’t there be one technology platform and one set of resources supports (1) internal communication, collaboration, and learning, as well as (2) external collaboration, customer engagement, and peer-to-peer support?

After all, social is social, right?

Will Employee Communities and Customer Communities Converge?
Idealistic Answer: Yes
As someone who resonates with just about any customer-centric approach, I love the concept of an organization that values customer ideas and insight (and builds process around such input), and looks to connect employees working on specific initiatives to relevant and interested. A convergence of employee and customer communities would enable this to happen more painlessly and more frequently.

Employee/Internal and Customer/External communities have a great many similarities. Both types of communities…
•    look to enhance communication and collaboration among individuals and groups
•    leverage similar tools and technologies (e.g., wikis, forums, blogs, microblogs, etc.)
•    have, at their core, user profiles and directories
•    need to support both individual users and groups, all with granular permissioning to provide appropriate access
•    require underlying technology that can integrate with other data sets and applications (e.g., CRM systems, registration and authentication systems, etc.), extend , be secure, and scale as needed
•    depend upon authenticity and transparency
•    benefit from data analysis by someone for whom the success of the community is important, and who can make improvements based on the analysis

Leveraging these similarities would mean streamlined technology and centralized resources, which are certainly directly beneficial to organizations, and indirectly beneficial to customers.

So there’s a lot to like about the concept of a single technology platform that supports both employee and customer communities. It fits in philosophically with the direction in which many social media enthusiasts think organizations should be headed. But there’s this little thing called “business reality” that sometimes gets in the way …

Next: Part 2 – Pragmatism Rears its Ugly Head

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Migrating an Online Community is Like Completing Someone Else’s Sudoku

by Matthew Lees

Maniac Sudoku Puzzler on the Loose
Sitting in seat 15D of my homebound flight yesterday, I opened up the airline magazine to work on the Sudoku puzzle in the down time between take off and beverage service.

Unfortunately, to my near horror, someone had already started the “Gentle” Sudoku, entering around 20 numbers, or about a third of what still needed to be filled in. Although the magazine gives three versions to choose from (Gentle, Moderate, and Diabolical), air travel doesn’t make me especially receptive to challenging mental workouts, so I figured I’d just start where the other person left off on the Gentle version.

My initial assumption was that the previous solver knew what they were doing, but either got bored or ran out of time before landing. While my personal puzzle preference leans more towards crosswords, I’m not too bad at Sudokus, so less than one minute into things, I realized that this assumption was a bad one. One nine-by-nine square had two 8s! There were two 9s in another! And how on earth could you write a 4 in that box, when there’s only one 4 given as a starting clue in the whole puzzle?

After some deep breathing exercises to calm me down from this outrage, and spending a few minutes thinking up scenarios that might explain such a poor attempt – not really knowing how Sudokus work, but giving it a whirl anyway? insanity (temporary or otherwise)? intoxication? pure mischievousness (in which case, they got me good)? – I decided to work on it anyway. After all, it was the easiest level, their pen had been black while mine was blue (so I could distinguish who did what), and they hadn’t filled in too too many numbers. So how hard could it be?

I’ll leave out the exciting details, but I completed the puzzle after about 30 minutes. It wasn’t pretty, though, as you can see from the image above. Along the way, I found that, while some of my unknown co-solver’s answers had been wrong, others were indeed correct.

Building a community from scratch is like solving a new Sudoku.
Migrating a community is like solving a Sudoku that someone else already started.

I’m currently working with a client on migrating an online community from one platform to another. Their B2B community has lived for over three years on a homegrown platform that, while impressive three years ago, is now seen as lacking essential features and functionality that the company’s users want and expect, and that the company requires to effectively manage, grow, and maximize the community’s value.

So we’re knee-deep in thinking through the ins and outs of the migration, planning how best to (1) move data (community content and conversations, member profiles, etc.) to the new platform, (2) configure the technology (reputation system, moderation workflow, single sign-on, etc.), and (3) communicate with key enthusiasts/influencers and rest of the user base. Some of these elements are informational in nature, some are technological, and others are social.

What Came Before
The social aspects are particularly apt for the Sudoku analogy. By definition, an online community that’s migrating to a new platform isn’t starting from scratch, which means it already has a culture, a shared history, and certain ways of doing things. The migration can’t help but change some of these. Ideally, all changes will be for the better, but the important thing is, successful migrations depend on knowing what came before.

If you’re involved with a community migration, you may feel that some of the things that came before were good – in the way that some of the original Sudoku solver’s numbers were correct – in which case you’ll replicate them as closely as you can. And some of what came before may not be aligned with the direction you’re going – in the way that I had to change the incorrect Sudoku numbers – so you’ll adapt.

For sure, the analogy (like all analogies) is imperfect. Puzzles have correct answers, but there’s no “right” or “wrong” way to approach online communities. There are only degrees of success based on your and your users’ criteria. But there are best practices based on approaches that tend to work.

Still, you shouldn’t be surprised if things get messy, like my smudged, cross-out-filled Sudoku. A few hurdles are okay if you still get to where you want to go.

A Final Note: If you really don’t like what came before, finger pointing doesn’t solve anything. Experience, expertise, effort, patience, and iteration, however, go a long way. That said, if you recognize your handwriting in black ink in the Sudoku above, I’d like to have a word with you…

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A Recipe for Not Getting Your Community off the Ground

By Matthew Lees

Ingredients:
•    ½ Tbs old-school business mind set
•    7 oz. siloed business units
•    2 tsp fear of the unknown
•    1 cup over-analysis

Mix ingredients together. Remove leadership, vision, and an understanding of customer needs. Serve chilled.

————————–

A terrific marketing communications manager I know was charged with doing preliminary research and laying the groundwork towards building an online customer community. She works at a large B2B company that designs, manufactures, and supports particular high-tech products used in all sorts of equipment. With the excitement from this new and interesting project, she tackled her assignment with fervor, bringing in a lot of knowledge about business planning and goals, technology requirements and platforms, necessary resources, milestones and timeframes, and so on.

This was a year and a half ago. The community has yet to launch.

Why? The main reason is that the organization’s culture and structure got in the way.

The initiative started in marketing communications. The original goal was to provide a community space for engineers to ask questions, find answers, pose problems, find solutions, and learn from each other, with the company participating ensuring a comfortable environment and chiming in as warranted. The vision was for this community to be a place where thought leadership developed and where learning and education were the norm (particularly for younger engineers, who could learn from the experiences of the veterans), not only about the company’s products, but also about their overall industry.

[To answer the question you’re about to ask…the support organization, already understaffed, wasn’t particularly interested in the project, which is why marketing took it on, as a customer engagement effort.]

Internal Pushback

As these plans developed, there was pushback from people with concerns that they were moving too quickly. The company has been around for many years, and there were too many concerns about the uncertainty of this strange new. They appreciated that they eventually had to go in this direction, but wanted to take things more slowly. In particular, there were the usual objections that dirty laundry would be aired (“What if they say bad things about us?”) and that prospective customers would be steered to competing companies (“What if they say good things about our competitors?”). It would be better, these execs felt, for the company’s initial foray into community to be via a safer route.

The marketing communications manager just didn’t have enough sway to keep things on track, so the community project changed. Rather than start with a customer-facing community, they’d provide a space for their global field service engineers. Some of these engineers were employees, and others were contractors, but they were all frustrated by an inability to find up-to-date documents and to share best practices with each other. Giving them a community space where they could easily access current documentation and hold topical conversations with each other seemed like the place to start.

Only it didn’t start, because the use case was now different, and dramatically so. Instead of a public customer community, they were now looking to create a private collaboration space. Sure, both concepts had some overlapping technological requirements (discussion areas, document repositories, profile pages), but these are vastly different types of business projects that fall within different business units, require different resources, and have different measures of success.

A Different Business Case

The marcomm person was still involved, although this new direction didn’t have the same appeal for her. It was turning into an IT project, when what had originally jazzed her was the ability to connect, and connect with, customers. So it was pretty much back to square one. (For example, she had previously pulled together a short list of technology vendors with community platforms that fit the bill. Now, though, she had to look at platforms that supported the added requirements from the new use case.)

But this new concept moved haltingly as well, since there were several concurrent technology initiatives rolling out that already had collaborative components. So the cry came up for further evaluation and analysis.

Where are They Now?

Still in the planning stages. The recent boom of social media has generated increased interest in a public customer community, so there are renewed efforts there. And the informational needs of the field service engineers remain imperfect, so improvements through social software are in the works there, too. What seems to be happening is a separation between the two projects.

So things are moving forward, and the marketing communications person feels confident that they’ll launch a customer community by mid-2010. But they’ve added to existing organizational friction, and they’ve lost a lot of momentum.

They’ve also lost an opportunity to be a market leader. In today’s increasingly competitive world, that can be a recipe for disaster.

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