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How Big Companies Use Social Media
         San Francisco | June 23, 2009


                      Hilary Weber
                         Kaiser Permanente
                “Harvesting the Low-Hanging Fruit of
                  Internal Social Media Channels”
Harvesting the Low-Hanging Fruit of
                                      June 2009
Internal Social Media Channels
2


Why and How Are Companies Using Internal
Networks?
     Nissan: NSquare
          Increase effectiveness of communication and collaboration
          Avoid bureaucracy
          Create new partnerships and cross-functional alliances
     Best Buy: Blue Shirt Nation
          Reduce turnover
          Increase employee engagement & satisfaction
     General Electric: SupportCentral
          “The Gold Standard”: Connect 400,000 users in 6000 global
           locations, using 20 languages (25 million visits per DAY) http://
           www.itbusinessedge.com/cm/blogs/all/ge-nails-the-internal-
           social-network/?cs=11657
3



Overview: Kaiser Permanente

   •  Largest integrated health care provider in U.S., with
      largest active electronic medical record system on
      the planet (out of 8.6 million members, over 3
      million have active access)
   •  160,000 employees plus 14,000 physicians across
   •  9 states spanning both coasts and Hawaii
   •  35 hospitals and 431 medical office buildings
4


Opportunity: Make Connections and Increase
Collaboration
      Departments and regions work independently
      Subject-matter experts are geographically
       dispersed
      Travel is becoming more limited
      Technology and innovation is “in our DNA”
      Motivated to gain work efficiencies via better
       connections
      Hope to leverage Web 2.0 internally to help inform
       what we do externally
5


Social Networking and Collaboration Tools
@ Kaiser Permanente

     •  Used heavily externally to support
        primarily PR efforts (youtube, Twitter,
        Facebook, etc)
     •  Internally, social media and collaboration
        tools are a key component of our broader
        employee portal strategy
6


Social Networking and Collaboration Tools
@ Kaiser Permanente

   Branded to integrate within Employee Portal
   User friendly & simple tools (Jive software)
          Blog
          Discussions
          Polls
          Wikis
          Polling
          Profile
7


Social Networking and Collaboration Tools
@ Kaiser Permanente
      Create communities for: short or long-term
       projects, newsletters, shared interest, or community
       of practice
      Colleagues can work collaboratively across
       departments, regions, and time zones.
      Connect with those of similar interests or look for an
       inspiration or a helping hand by searching for
       colleagues by expertise, biography, past/current
       KP projects, and personal interests.
Social Networking and Collaboration Tools   8


@ Kaiser Permanente
9



Challenges

     •  Web 2.0 is a second language for us.
     •  How do you transfer the organic nature of
        social media to a regulated corporate
        structure?
     •  These tools makes Legal and Compliance
        departments very nervous!
10




A Case Example
11


Where We Started: Grassroots Networking



                                   Like everyone
                                   else, we cut our
                                   teeth on email;
                                   then individual
                                   blogs started
                                   proliferating in a
                                   viral, organic
                                   fashion.
12


Opportunity from Digital Marketing’s POV

     As Director of Internet Marketing Services (part
        of Brand Marketing), my team functions as a
        consultative internal digital marketing agency
        and “R&D” shop (producing 800-1000
        projects/ campaigns per year)
     I often hear: “We don’t know what you’re
        working on” – even within my own team – so I
        was motivated to find a way to share our
        plans, programs and projects more effectively
13


Opportunity from Digital Marketing’s POV

     To share our programs and projects more
       effectively:
          I used to write marketing plans (no one ever
           read them)
          Email became an unwieldy, abused channel
           for communication (plus it’s hard to sort by
           importance, relevance or content)
          I decided to get “my own house in order
           first” for my own team’s connectivity and
           sharing, so we set up a WIKI
          I think of the Wiki as the equivalent of the
           “Family Tool Shed” (where we keep our
           Stuff)
14


Wikis for Teams
15


Case Study: Need a New Tool on the Intranet…

But my team has no developers, page designers or
  techies…

•  We built a quick
“mock-up” in our Wiki
•  Content is real
•  Has links leading the
user 6-7 pages deep
•  Result? The Intranet
team has direct
access, and knows
exactly what we want
without requirements
meetings, wireframes,
etc.
•  Win-Win
16

The Wiki Can Shape & Centralize the Team’s
Processes
17


Each Subteam Can Have Its Own “Micro-site”
18


Opportunity for Increased “Visibility” with Others

      The Wiki is a great resource for a team, but not
        so good for sharing & collaborating outside of
        the team…
      My team is a part of the National Marketing &
        Internet Services department, with over 500
        employees
      Then add many additional colleagues, e.g. Web
        Development partners in IT, internal “clients”
        in numerous departments and regions, etc. –
        this takes our “internal target market” into the
        1000s, so…
           How can we find subject matter experts – the right
            contacts?
           How can we connect and stay connected to our
19
Goal: Innovative Collaboration Across the
Organization

                         Find


                       Connect


                       Organize




                      Collaborate
20

Introducing KP Ideabook: The “Town Square”
21


FIND People, Groups and Information




“Tags” on Profiles Allow Us to Find Who/What We’re Looking For
22

CONNECT with Key Contacts and Groups



                        Step One:
                        Click to Connect


                        Step Two:
                        Connection Made
23


ORGANIZE the Content You Need to Access
24


COLLABORATE with Others Instantly
25

Added Benefits of Internal Networking


Interactive E-Work Environment:
  •  Custom Group Set-up (either Open or Private discussions
     and invitations)
  •  Blogs for individuals and groups
  •  Document Sharing
  •  Polls – ask groups you belong to or everyone in the
     network
Consolidation of your work, teams, partners,
 new ideas and resources in one place
26


My Team Can Share Updates Anytime
27


Promoting the Channel

Sample Instructions:
Ideabook.kp.org is live now and ready to try out…
Step 1: Go to ideabook.kp.org and register (it’s easy!)
Step 2: Enter your “bio” information and your photo so people will recognize you
   in a meeting or in the hall (no dog or kid photos, please!)
Step 3: Do a search using tags (keywords, e.g. email marketing or Web 2.0) to find
   the people/teams/skill sets you seek
Step 4: Start “friending” people to collaborate with them
   You can set up a Group with people you would normally share
   meetings, information, decisions with – you can start to see time
   savings and meeting reduction right away
28


Tactical Takeaways

Searchable TAGS (keywords) connected
 to people’s Profiles – this is the
 “Crown Jewel” of Findability
Recommendations:
  •  Come up with 20-25 tags for your team/group, publish them and
     use them consistently
  •  Train others (e.g. your team) to use the tags on their own profile
     and in their posts
  •  General searching on the networking tool takes zero training –
     we all learned it on Google (and Friending we learned on
     Facebook)
29


Final Thoughts

Consider a wiki for your team as a “Tool
 Shed”
For broader sharing/collaborating, make
 the most of your “Town Square”
 network:
  •    Tags, Tags, Tags!
  •    Lead by example (robust profile, etc.)
  •    Play with the available features – learn what works for you
  •    Go where you could not go before! New discoveries await…
30


Wrap-up

Thank you!
Contact info:
  Hilary Weber
  •  hilary.weber@kp.org
How Big Companies Use Social Media

Learn more about upcoming and past BlogWells:
        http://gaspedal.com/blogwell
                     or
             live@gaspedal.com

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BlogWell San Francisco Social Media Case Study: Kaiser Permanente, presented by Hilary Weber

  • 1. How Big Companies Use Social Media San Francisco | June 23, 2009 Hilary Weber Kaiser Permanente “Harvesting the Low-Hanging Fruit of Internal Social Media Channels”
  • 2. Harvesting the Low-Hanging Fruit of June 2009 Internal Social Media Channels
  • 3. 2 Why and How Are Companies Using Internal Networks? Nissan: NSquare   Increase effectiveness of communication and collaboration   Avoid bureaucracy   Create new partnerships and cross-functional alliances Best Buy: Blue Shirt Nation   Reduce turnover   Increase employee engagement & satisfaction General Electric: SupportCentral   “The Gold Standard”: Connect 400,000 users in 6000 global locations, using 20 languages (25 million visits per DAY) http:// www.itbusinessedge.com/cm/blogs/all/ge-nails-the-internal- social-network/?cs=11657
  • 4. 3 Overview: Kaiser Permanente •  Largest integrated health care provider in U.S., with largest active electronic medical record system on the planet (out of 8.6 million members, over 3 million have active access) •  160,000 employees plus 14,000 physicians across •  9 states spanning both coasts and Hawaii •  35 hospitals and 431 medical office buildings
  • 5. 4 Opportunity: Make Connections and Increase Collaboration   Departments and regions work independently   Subject-matter experts are geographically dispersed   Travel is becoming more limited   Technology and innovation is “in our DNA”   Motivated to gain work efficiencies via better connections   Hope to leverage Web 2.0 internally to help inform what we do externally
  • 6. 5 Social Networking and Collaboration Tools @ Kaiser Permanente •  Used heavily externally to support primarily PR efforts (youtube, Twitter, Facebook, etc) •  Internally, social media and collaboration tools are a key component of our broader employee portal strategy
  • 7. 6 Social Networking and Collaboration Tools @ Kaiser Permanente Branded to integrate within Employee Portal User friendly & simple tools (Jive software)   Blog   Discussions   Polls   Wikis   Polling   Profile
  • 8. 7 Social Networking and Collaboration Tools @ Kaiser Permanente   Create communities for: short or long-term projects, newsletters, shared interest, or community of practice   Colleagues can work collaboratively across departments, regions, and time zones.   Connect with those of similar interests or look for an inspiration or a helping hand by searching for colleagues by expertise, biography, past/current KP projects, and personal interests.
  • 9. Social Networking and Collaboration Tools 8 @ Kaiser Permanente
  • 10. 9 Challenges •  Web 2.0 is a second language for us. •  How do you transfer the organic nature of social media to a regulated corporate structure? •  These tools makes Legal and Compliance departments very nervous!
  • 12. 11 Where We Started: Grassroots Networking Like everyone else, we cut our teeth on email; then individual blogs started proliferating in a viral, organic fashion.
  • 13. 12 Opportunity from Digital Marketing’s POV As Director of Internet Marketing Services (part of Brand Marketing), my team functions as a consultative internal digital marketing agency and “R&D” shop (producing 800-1000 projects/ campaigns per year) I often hear: “We don’t know what you’re working on” – even within my own team – so I was motivated to find a way to share our plans, programs and projects more effectively
  • 14. 13 Opportunity from Digital Marketing’s POV To share our programs and projects more effectively:   I used to write marketing plans (no one ever read them)   Email became an unwieldy, abused channel for communication (plus it’s hard to sort by importance, relevance or content)   I decided to get “my own house in order first” for my own team’s connectivity and sharing, so we set up a WIKI   I think of the Wiki as the equivalent of the “Family Tool Shed” (where we keep our Stuff)
  • 16. 15 Case Study: Need a New Tool on the Intranet… But my team has no developers, page designers or techies… •  We built a quick “mock-up” in our Wiki •  Content is real •  Has links leading the user 6-7 pages deep •  Result? The Intranet team has direct access, and knows exactly what we want without requirements meetings, wireframes, etc. •  Win-Win
  • 17. 16 The Wiki Can Shape & Centralize the Team’s Processes
  • 18. 17 Each Subteam Can Have Its Own “Micro-site”
  • 19. 18 Opportunity for Increased “Visibility” with Others The Wiki is a great resource for a team, but not so good for sharing & collaborating outside of the team… My team is a part of the National Marketing & Internet Services department, with over 500 employees Then add many additional colleagues, e.g. Web Development partners in IT, internal “clients” in numerous departments and regions, etc. – this takes our “internal target market” into the 1000s, so…   How can we find subject matter experts – the right contacts?   How can we connect and stay connected to our
  • 20. 19 Goal: Innovative Collaboration Across the Organization Find Connect Organize Collaborate
  • 21. 20 Introducing KP Ideabook: The “Town Square”
  • 22. 21 FIND People, Groups and Information “Tags” on Profiles Allow Us to Find Who/What We’re Looking For
  • 23. 22 CONNECT with Key Contacts and Groups Step One: Click to Connect Step Two: Connection Made
  • 24. 23 ORGANIZE the Content You Need to Access
  • 26. 25 Added Benefits of Internal Networking Interactive E-Work Environment: •  Custom Group Set-up (either Open or Private discussions and invitations) •  Blogs for individuals and groups •  Document Sharing •  Polls – ask groups you belong to or everyone in the network Consolidation of your work, teams, partners, new ideas and resources in one place
  • 27. 26 My Team Can Share Updates Anytime
  • 28. 27 Promoting the Channel Sample Instructions: Ideabook.kp.org is live now and ready to try out… Step 1: Go to ideabook.kp.org and register (it’s easy!) Step 2: Enter your “bio” information and your photo so people will recognize you in a meeting or in the hall (no dog or kid photos, please!) Step 3: Do a search using tags (keywords, e.g. email marketing or Web 2.0) to find the people/teams/skill sets you seek Step 4: Start “friending” people to collaborate with them You can set up a Group with people you would normally share meetings, information, decisions with – you can start to see time savings and meeting reduction right away
  • 29. 28 Tactical Takeaways Searchable TAGS (keywords) connected to people’s Profiles – this is the “Crown Jewel” of Findability Recommendations: •  Come up with 20-25 tags for your team/group, publish them and use them consistently •  Train others (e.g. your team) to use the tags on their own profile and in their posts •  General searching on the networking tool takes zero training – we all learned it on Google (and Friending we learned on Facebook)
  • 30. 29 Final Thoughts Consider a wiki for your team as a “Tool Shed” For broader sharing/collaborating, make the most of your “Town Square” network: •  Tags, Tags, Tags! •  Lead by example (robust profile, etc.) •  Play with the available features – learn what works for you •  Go where you could not go before! New discoveries await…
  • 31. 30 Wrap-up Thank you! Contact info: Hilary Weber •  hilary.weber@kp.org
  • 32. How Big Companies Use Social Media Learn more about upcoming and past BlogWells: http://gaspedal.com/blogwell or live@gaspedal.com