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Project Management
   in a Web 3.0 World
Leveraging new social media relationship tools in
             project management
     Project Management Institute Madison Chapter | May 21, 2010




             © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   1
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                                                                      2
 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
With the Internet comes a new reality
  "The corporate homepage at Dell.com is not really the corporate
           homepage. The homepage today is Google.“

   Bob Pearson, Dell's man in charge of social media strategy




     It took radio 38 years to reach 50 million users;
     It took Facebook 2 years to reach 50 million users.




               © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   3
Social Media Defined
“Web-based technologies that shift focus from
 content to conversation, from publishing to
 interacting, and

…Technologies and practices embedded in a
 web of relationships”

                                                    • Patti Anklam


  © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   4
Moving towards Social Business

      Enterprise 2.0
      Use of emerging software
      between companies                                                    Social
                                                                           Business
                                                                           Business
                                                                           designed
                                                                           around sociality
                                                                           and social tools
              Web 2.0                                                      in reaction to
                                                                           the social web
              Intro of web
                                                                           Stowe Boyd
              applications on
                                                  Patti Anklam http://www.byeday.net/weblog/networkblog.html
              the Internet
© Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved                                             5
Our entire buying process has changed




  We need to realign our business process




                                                                        6
   © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
More ways to connect to each other




                                                                                     Source: HubSpot



 © Copyright 2003-2010 - Wendy Soucie Consulting LLC - Integrated Alliances - All Rights Reserved      7
“If you want to collaborate well with others
   you have to understand what kind of state
   others are in.”
             Christian Keysers, Brain Researcher




         © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   8
The Challenge
• Friend Response: The “silo
  mentality”―people naturally form safe
  tribes with close colleagues and work well
  within these
• Foe Response: Automatic foe response
  increases with people when the scenario
  looks like :
  – From different cultures
  – People unlikely to meet at all
  – Short timelines
  – Variety of decision processes
   © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   9
Why is face to face so important?
• It provide a direct experience of another’s
  intent
  So communicating and understanding in-
  person
  …is better than video,
  …which is better than the telephone,
  …which is better than email, etc.
Reduce “foe” response
• Dedicate social time through
  –    Informal meetings
  –    Collaborative workspace
  –    Video introductions
  –    Share personal aspects of themselves via stories,
  –    Share photos
  –    Connect on social networking sites

Companies that encourage “water-cooler conversations”
exhibit greater productivity
                                                                        Gallup Organization Study


   © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved                           11
Project management issues
• Many different types of
  teams with different
  agendas
• No face to face meetings
• Growing scope
• Lack of understanding team
  member political/personal
  issues
• Different ways of decision
  making

                                                                        12
   © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
Project management – more than
           timelines and tasks?
• The social side of a project is the most
  challenging job.
• You don’t put products together, you are not
  an administrator
• The more you know about all your players in a
  project the better you can play your own role.
• The more socially engaged you are the more
  influence you have, the better your
  understanding
• Social relationships are more important then
  technical competency for two simple reasons:
    – Always somebody else to balance your lack of knowledge
    – People feel better when they know someone cares

                                                                         Wikipedia-commons




    © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved                       13
Teams Involved
•   Sales Team
      –   Finds a customer that needs the a solution, sell the project, sets expectations
•   Project Team
      –   Implements project to provide results – ideally with same results promised by sales
•   Customer’s Teams
      –   Operations, Continuous Improvement, Quality, Maintenance, Corporate
•   Steering Team
      –   Executive sponsorship from the customer and vendor




    Development Team
          Supports project team to ensure product meets the requirements
    Marketing Team
          Validate market research and develop success story

    Product Support
                 Base software product support
    Application Support
                 Support application that has been implemented by the project team




                                                                                                14
    © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
Industry Applications Project Work Flow
Industry Application Project WorkFlow

                                                                                           Development
      Sales Team           Marketing Team             Delivery Team                                                    Support Team
                                                                                              Team

                     URS
                               Gap Analysis
     Sales Opportunity
                             completed against
         Identified
                                Application
     MAP-URS defined
                                 Standard
           (S/PS)                                    Ha
                                           Gap       Off nd
                                           Anal

                                                                                   Touch
                                                                                   Point


                                                          Functional Spec
                                                            Developed
                                                                            FRS/
                                                                            GAP




                                                         Software Design
                                                         Spec Developed

                                                                            SDS




                                                           Application
                                                        Development and
                                                         Implementation
                                                                            As Build
                                                                             Docs




                                                               Customer                                                  Customer
                                                              Acceptance                                                 Application
                                                                Testing                                                   Support


                                                                                                 Ind Appl Components



                                 Success                                                    Next Release of
                                  Story                                                        Product




                                       Customer Team (Touch Points throughout the Project)




                                                                                                                                       15
    © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
Social Media in Project Management
• What is true for sales, marketing, customer
  service is even more important in project
  management
  –   Listening and learning
  –   Building great and relevant connections
  –   Understanding others and being understood
  –   Know when you demand too much or too little
      because you know players on some social level
• Get a holistic understanding of the people in
  your project
  – ability to manage them in all situations.

   © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   16
How would you use Xeesm
to gain insights and productivity




           © Copyright 2009 Wendy Soucie
                                                 17
          Consulting LLC - All Rights Reserved
Xeesm Social Business Applications




            © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   18
Product Overview
                                •    Xeesm/Engage!
                                       – Turns a static website into a social destination
                                       – Lead generation system

                                •    Xeesm/Flights!
                                       – Social Relationship Manager
                                       – For sales, marketing, product management,
                                         service…

                                •    Xeesm/Edge!
                                       – Social CRM
                                       – People focused customer engagement system

                                •    MyXeesm (free)
                                       – A free tool to manage your social presence
                                       – Social address book

© Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved                          19
Xeesm
• Team members add
  their own
  information

• They favorite
  others on the team

• It is easy to find the
  places your team is
  social
• Access to all apps
  but limited in free
  version



                                                                           20
      © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
Xeesm/Flights!™

•   Custom processes
•   Fast connections
•   More efficient visits
•   Universal
•   Silo Buster



                    © Copyright 2009 Wendy Soucie
                                                          21
                   Consulting LLC - All Rights Reserved
Xeesm/Flights!™
• Social Relationship
  Mgmt
• Tracking engagements
• Setting milestones
• Following a process
• Showing progress
• Seeing results


              © Copyright 2009 Wendy Soucie
                                                    22
             Consulting LLC - All Rights Reserved
23
© Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
© Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   24
Survey
• Who’s on social media sites




                 © Copyright 2009 Wendy Soucie
                                                       25
                Consulting LLC - All Rights Reserved
Social Media Starters




      © Copyright 2009 Wendy Soucie
                                            26
     Consulting LLC - All Rights Reserved
Social media business strategy
  Goal
 16,000 ft




Strategy




  Tools



                                                                                                            27
         © Copyright 2003-2010 - Wendy Soucie Consulting LLC - Integrated Alliances - All Rights Reserved
5 Rules for social media
•   Listen
•   Network
•   Contribute
•   Participate
•   Be a trust agent


                           It takes time to do all this.

                  © Copyright 2009 Wendy Soucie
                                                        28
                 Consulting LLC - All Rights Reserved
This is you on Social Media
                                                                 Manuel Lime | Social Visualization project




© Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved                                            29
What you can do later today
• Take your current project and find your team
  on the social web
• Allocate 20 minutes in the morning to just
  visit their profiles
• You will know more, and faster, about your
  project team than ever before
• Use the management tools that work for you


   © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved   30
Q+A


 © Copyright 2009 Wendy Soucie
                                       31
Consulting LLC - All Rights Reserved
Strategic Alliances
          • Wendy Soucie Consulting
                 – www.wendysoucie.com
                        • Founder/Principal
          • Integrated Alliances
                        • Regional Executive Director – WI
          • End Result Marketing
                 – www.endresultmarketing.com
                        • Social Media Strategist
          • Social Media Academy
                        • Certified Social Media Consultant
                        • Founding Gold Member and Alumni
                        • Black Diamond Consultant
          • Xeesm Business Partner - Wisconsin

                                                                     32
© Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
We provide:
          Technical Product Expertise
          Manufacturing experience
          Social media assessments
          Marketing best practices
          Thought leadership strategies
          Social media building blocks
          Training on tools and strategy
          Implementation help and coaching
                    Social web links: http://xeesm.com/wendysoucie

            Network . Contribute . Participate                       33
© Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
About Xeequa
Xeesm is a brand of Xeequa Corp. Xeequa is a social business application provider helping
business teams to create a better customer experience for their market.

Xeequa solutions are delivered as Internet based software service (SaaS), focusing on
small medium enterprises. Xeequa has representation in the US, Europe, Asia and
Australia. More info on http://xeesm.com http://xeeurl.com and http://xeequa.com
or +1 (650) 384-0057.
The privately held company is based in Palo Alto, California.



 Please comment on our Facebook page, LinkedIn Group or Blog or tweet
 about your thoughts                       (650) 384-0057http://xeesm.com
                                                                                                Xeesm.com/Xeesm
© 2009 Xeequa Corp. All rights reserved. Xeesm™, Xeequa™, and the Xeequa logo are either trademarks or registered
trademarks of Xeequa Corp. All other company names and product names may be trademarks or registered trademarks of their
respective companies or owners.

All materials contained herein are the property of each respective company identified on such materials, and may only be used,
copied or distributed with the express written permission of each respective company.
         Xeequa Corp. | 228 Hamilton Ave. | Palo Alto, CA 94301 | (650) 384-0057 | Info@xeequa.com | www.xeesm.com



  © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved                                                             34

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Project Management, Social Media, and Productivity

  • 1. Project Management in a Web 3.0 World Leveraging new social media relationship tools in project management Project Management Institute Madison Chapter | May 21, 2010 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 1
  • 2. Who is Wendy Soucie? 48,000 results to choose from 2 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 3. With the Internet comes a new reality "The corporate homepage at Dell.com is not really the corporate homepage. The homepage today is Google.“ Bob Pearson, Dell's man in charge of social media strategy It took radio 38 years to reach 50 million users; It took Facebook 2 years to reach 50 million users. © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 3
  • 4. Social Media Defined “Web-based technologies that shift focus from content to conversation, from publishing to interacting, and …Technologies and practices embedded in a web of relationships” • Patti Anklam © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 4
  • 5. Moving towards Social Business Enterprise 2.0 Use of emerging software between companies Social Business Business designed around sociality and social tools Web 2.0 in reaction to the social web Intro of web Stowe Boyd applications on Patti Anklam http://www.byeday.net/weblog/networkblog.html the Internet © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 5
  • 6. Our entire buying process has changed We need to realign our business process 6 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 7. More ways to connect to each other Source: HubSpot © Copyright 2003-2010 - Wendy Soucie Consulting LLC - Integrated Alliances - All Rights Reserved 7
  • 8. “If you want to collaborate well with others you have to understand what kind of state others are in.” Christian Keysers, Brain Researcher © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 8
  • 9. The Challenge • Friend Response: The “silo mentality”―people naturally form safe tribes with close colleagues and work well within these • Foe Response: Automatic foe response increases with people when the scenario looks like : – From different cultures – People unlikely to meet at all – Short timelines – Variety of decision processes © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 9
  • 10. Why is face to face so important? • It provide a direct experience of another’s intent So communicating and understanding in- person …is better than video, …which is better than the telephone, …which is better than email, etc.
  • 11. Reduce “foe” response • Dedicate social time through – Informal meetings – Collaborative workspace – Video introductions – Share personal aspects of themselves via stories, – Share photos – Connect on social networking sites Companies that encourage “water-cooler conversations” exhibit greater productivity Gallup Organization Study © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 11
  • 12. Project management issues • Many different types of teams with different agendas • No face to face meetings • Growing scope • Lack of understanding team member political/personal issues • Different ways of decision making 12 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 13. Project management – more than timelines and tasks? • The social side of a project is the most challenging job. • You don’t put products together, you are not an administrator • The more you know about all your players in a project the better you can play your own role. • The more socially engaged you are the more influence you have, the better your understanding • Social relationships are more important then technical competency for two simple reasons: – Always somebody else to balance your lack of knowledge – People feel better when they know someone cares Wikipedia-commons © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 13
  • 14. Teams Involved • Sales Team – Finds a customer that needs the a solution, sell the project, sets expectations • Project Team – Implements project to provide results – ideally with same results promised by sales • Customer’s Teams – Operations, Continuous Improvement, Quality, Maintenance, Corporate • Steering Team – Executive sponsorship from the customer and vendor Development Team Supports project team to ensure product meets the requirements Marketing Team Validate market research and develop success story Product Support Base software product support Application Support Support application that has been implemented by the project team 14 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 15. Industry Applications Project Work Flow Industry Application Project WorkFlow Development Sales Team Marketing Team Delivery Team Support Team Team URS Gap Analysis Sales Opportunity completed against Identified Application MAP-URS defined Standard (S/PS) Ha Gap Off nd Anal Touch Point Functional Spec Developed FRS/ GAP Software Design Spec Developed SDS Application Development and Implementation As Build Docs Customer Customer Acceptance Application Testing Support Ind Appl Components Success Next Release of Story Product Customer Team (Touch Points throughout the Project) 15 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 16. Social Media in Project Management • What is true for sales, marketing, customer service is even more important in project management – Listening and learning – Building great and relevant connections – Understanding others and being understood – Know when you demand too much or too little because you know players on some social level • Get a holistic understanding of the people in your project – ability to manage them in all situations. © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 16
  • 17. How would you use Xeesm to gain insights and productivity © Copyright 2009 Wendy Soucie 17 Consulting LLC - All Rights Reserved
  • 18. Xeesm Social Business Applications © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 18
  • 19. Product Overview • Xeesm/Engage! – Turns a static website into a social destination – Lead generation system • Xeesm/Flights! – Social Relationship Manager – For sales, marketing, product management, service… • Xeesm/Edge! – Social CRM – People focused customer engagement system • MyXeesm (free) – A free tool to manage your social presence – Social address book © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 19
  • 20. Xeesm • Team members add their own information • They favorite others on the team • It is easy to find the places your team is social • Access to all apps but limited in free version 20 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 21. Xeesm/Flights!™ • Custom processes • Fast connections • More efficient visits • Universal • Silo Buster © Copyright 2009 Wendy Soucie 21 Consulting LLC - All Rights Reserved
  • 22. Xeesm/Flights!™ • Social Relationship Mgmt • Tracking engagements • Setting milestones • Following a process • Showing progress • Seeing results © Copyright 2009 Wendy Soucie 22 Consulting LLC - All Rights Reserved
  • 23. 23 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 24. © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 24
  • 25. Survey • Who’s on social media sites © Copyright 2009 Wendy Soucie 25 Consulting LLC - All Rights Reserved
  • 26. Social Media Starters © Copyright 2009 Wendy Soucie 26 Consulting LLC - All Rights Reserved
  • 27. Social media business strategy Goal 16,000 ft Strategy Tools 27 © Copyright 2003-2010 - Wendy Soucie Consulting LLC - Integrated Alliances - All Rights Reserved
  • 28. 5 Rules for social media • Listen • Network • Contribute • Participate • Be a trust agent It takes time to do all this. © Copyright 2009 Wendy Soucie 28 Consulting LLC - All Rights Reserved
  • 29. This is you on Social Media Manuel Lime | Social Visualization project © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 29
  • 30. What you can do later today • Take your current project and find your team on the social web • Allocate 20 minutes in the morning to just visit their profiles • You will know more, and faster, about your project team than ever before • Use the management tools that work for you © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 30
  • 31. Q+A © Copyright 2009 Wendy Soucie 31 Consulting LLC - All Rights Reserved
  • 32. Strategic Alliances • Wendy Soucie Consulting – www.wendysoucie.com • Founder/Principal • Integrated Alliances • Regional Executive Director – WI • End Result Marketing – www.endresultmarketing.com • Social Media Strategist • Social Media Academy • Certified Social Media Consultant • Founding Gold Member and Alumni • Black Diamond Consultant • Xeesm Business Partner - Wisconsin 32 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 33. We provide: Technical Product Expertise Manufacturing experience Social media assessments Marketing best practices Thought leadership strategies Social media building blocks Training on tools and strategy Implementation help and coaching Social web links: http://xeesm.com/wendysoucie Network . Contribute . Participate 33 © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved
  • 34. About Xeequa Xeesm is a brand of Xeequa Corp. Xeequa is a social business application provider helping business teams to create a better customer experience for their market. Xeequa solutions are delivered as Internet based software service (SaaS), focusing on small medium enterprises. Xeequa has representation in the US, Europe, Asia and Australia. More info on http://xeesm.com http://xeeurl.com and http://xeequa.com or +1 (650) 384-0057. The privately held company is based in Palo Alto, California. Please comment on our Facebook page, LinkedIn Group or Blog or tweet about your thoughts (650) 384-0057http://xeesm.com Xeesm.com/Xeesm © 2009 Xeequa Corp. All rights reserved. Xeesm™, Xeequa™, and the Xeequa logo are either trademarks or registered trademarks of Xeequa Corp. All other company names and product names may be trademarks or registered trademarks of their respective companies or owners. All materials contained herein are the property of each respective company identified on such materials, and may only be used, copied or distributed with the express written permission of each respective company. Xeequa Corp. | 228 Hamilton Ave. | Palo Alto, CA 94301 | (650) 384-0057 | Info@xeequa.com | www.xeesm.com © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 34