1. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 1 Approach and Application The Search for Opportunity WebIQ Educational Series D Paul Collins Jordan-Webb (773) 463-2288 pcollins@jordan-webb.net http://www.jordan-webb.net (Facilitating Collaboration in Distributed and Virtual Environments)

2. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 2 D E C I S I O N O R S E S S I O N C O M P L E X I T Y Tele/Video Conferencing Presentation Feedback Project Status Meetings Project Post- Mortem Reviews Product Positioning Customer or Employee Focus Groups Requirements Analysis Risk Analysis Business Strategy Planning Process Re-Engineering Brainstorming Metrics Development Starting Point Application Portfolio S K I L L S R E Q U I R E D Core Work Processes Process Improvement Knowledge Capture There are literally hundreds of applications, and you don’t have to be a “Rocket Scientist”! What’s the “right” application for WebIQ? Programs & Projects E-Mail Broadcasts Organization Capability Model While WebIQ can be a valuable tool for higher-level processes, (i.e. strategy planning), it can also be integrated into to basic, repeatable, everyday activities (i.e. project status meetings, tele/video-conferencing, presentation feedback, peer assists) Software Code Inspection Peer Assists Team Meetings

3. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 3 Situations-Opportunities SOLVE PROBLEM QUICKLY Customers in Different Locations Expertise in Different Locations SOLVE PROBLEM QUICKLY Customers in Different Locations Expertise in Different Locations CONTAIN COSTS Travel Restrictions External Perspectives Critical CONTAIN COSTS Travel Restrictions External Perspectives Critical ASSESS ALTERNATIVES Unclear Evaluation Criteria Too Much or Too Little Data ASSESS ALTERNATIVES Unclear Evaluation Criteria Too Much or Too Little Data OPERATE FROM BURNING PLATFORM Need It Yesterday There Is No Tomorrow OPERATE FROM BURNING PLATFORM Need It Yesterday There Is No Tomorrow PROGRAMS & PROJECTS DETERMINE FAILURE Seemingly Unrelated Symptoms Multiple Cause/Effect Relationships DETERMINE FAILURE Seemingly Unrelated Symptoms Multiple Cause/Effect Relationships BUILD FOR UNCERTAIN FUTURE insulated from External Influence Highly Effective Gatekeepers BUILD FOR UNCERTAIN FUTURE insulated from External Influence Highly Effective Gatekeepers

4. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 4 Collaborative Activities PROBLEM SOLVING Root Cause Analysis Solution Planning PROBLEM SOLVING Root Cause Analysis Solution Planning INFORMATION GATHERING Brainstorming List Reduction INFORMATION GATHERING Brainstorming List Reduction GROUP DECISION MAKING Consensus Building Stakeholder Analysis GROUP DECISION MAKING Consensus Building Stakeholder Analysis KNOWLEDGE SHARING List building Categorization KNOWLEDGE SHARING List building Categorization CORE WORK PROCESSES IDEATION / CREATIVITY Problem Formulation Concept Development IDEATION / CREATIVITY Problem Formulation Concept Development CONFLICT RESOLUTION Problem Identification Active Listening CONFLICT RESOLUTION Problem Identification Active Listening

5. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 5 Application Portfolio - 1 PERFORMANCE MANAGEMENT Standards Development Performance Assessment PERFORMANCE MANAGEMENT Standards Development Performance Assessment BUSINESS STRATEGY PLANNING SWOT Analysis Opportunity Assessment BUSINESS STRATEGY PLANNING SWOT Analysis Opportunity Assessment SOFTWARE DEVELOPMENT Requirements Analysis Joint Application Design (JAD) SOFTWARE DEVELOPMENT Requirements Analysis Joint Application Design (JAD) COMPETITIVE INTELLIGENCE Behavioral Analysis Environmental Analysis COMPETITIVE INTELLIGENCE Behavioral Analysis Environmental Analysis PROGRAMS & PROJECTS ORGANIZATION DEVELOPMENT Capability Assessment Team Development ORGANIZATION DEVELOPMENT Capability Assessment Team Development RISK MANAGEMENT Anticipatory Failure Determination Secondary Problem Analysis RISK MANAGEMENT Anticipatory Failure Determination Secondary Problem Analysis PROJECT MANAGMENT Project Concept Definition Project Readiness Assessment PROJECT MANAGMENT Project Concept Definition Project Readiness Assessment LEGAL & LITIGATION OPERATIONS Product Liability Assessment Risk/Opportunity Assessment LEGAL & LITIGATION OPERATIONS Product Liability Assessment Risk/Opportunity Assessment

6. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 6 Application Portfolio - 2 HUMAN RESOURCES MANAGEMENT Candidate Evaluation Employee Surveys & Focus Groups HUMAN RESOURCES MANAGEMENT Candidate Evaluation Employee Surveys & Focus Groups CHANGE MANAGEMENT Organization Climate Analysis Transition Planning CHANGE MANAGEMENT Organization Climate Analysis Transition Planning MILITARY INTELLIGENCE Disinformation Strategy Operational Needs Analysis MILITARY INTELLIGENCE Disinformation Strategy Operational Needs Analysis PROGRAM MANAGEMENT Performance Objective Development Post-Mortem Reviews PROGRAM MANAGEMENT Performance Objective Development Post-Mortem Reviews PROGRAMS & PROJECTS MARKETING RESEARCH Distribution Channel Analysis Conjoint Analysis MARKETING RESEARCH Distribution Channel Analysis Conjoint Analysis SALES PLANNING Territory Analysis & Alignment Customer Profitability SALES PLANNING Territory Analysis & Alignment Customer Profitability PRODUCT RESEARCH & DEVELOPMENT Resource Allocation Go/Kill Criteria Development PRODUCT RESEARCH & DEVELOPMENT Resource Allocation Go/Kill Criteria Development PROCESS IMPROVEMENT Key Functional Area Definition Key Improvement Prioritization PROCESS IMPROVEMENT Key Functional Area Definition Key Improvement Prioritization

7. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 7 Application Portfolio - 3 QUALITY MANAGEMENT Customer Surveys & Focus Groups Product Quality Measurement QUALITY MANAGEMENT Customer Surveys & Focus Groups Product Quality Measurement PROCESS RE-ENGINEERING Process Modeling Functional Decomposition PROCESS RE-ENGINEERING Process Modeling Functional Decomposition FINANCIAL MANAGEMENT Pre-Approval Audits Financial Policy Analysis FINANCIAL MANAGEMENT Pre-Approval Audits Financial Policy Analysis PURCHASING MANAGEMENT RFP Evaluation Vendor/Contract Selection PURCHASING MANAGEMENT RFP Evaluation Vendor/Contract Selection PROGRAMS & PROJECTS LOGISTICS/DISTRIBUTION Material & Information Flow Supply Chain Analysis LOGISTICS/DISTRIBUTION Material & Information Flow Supply Chain Analysis MANUFACTURING CONTROL Capacity Planning Production Scheduling MANUFACTURING CONTROL Capacity Planning Production Scheduling ENVIRONMENTAL IMPACT Causal Analysis Project Assessment ENVIRONMENTAL IMPACT Causal Analysis Project Assessment SECURITY & DISASTER RECOVERY Business Resumption Planning Strategic Recovery Procedure Development SECURITY & DISASTER RECOVERY Business Resumption Planning Strategic Recovery Procedure Development

8. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 8 Application Portfolio - 4 KNOWLEDGE MANAGEMENT Suggestion Solicitation Knowledge Capture KNOWLEDGE MANAGEMENT Suggestion Solicitation Knowledge Capture MARKETING STRATEGY PLANNING Product Positioning Concept Approval MARKETING STRATEGY PLANNING Product Positioning Concept Approval SOFTWARE ENGINEERING Code Inspection/Review Key Process Area Assessment SOFTWARE ENGINEERING Code Inspection/Review Key Process Area Assessment TRAINING Needs Analysis & Assessment Program Evaluation TRAINING Needs Analysis & Assessment Program Evaluation PROGRAMS & PROJECTS MERGER RE-ORGANIZATION Resource Re-Alignment Systems Re-Design MERGER RE-ORGANIZATION Resource Re-Alignment Systems Re-Design INFORMATION ENGINEERING Information Strategy Planning Project Scoping Meetings INFORMATION ENGINEERING Information Strategy Planning Project Scoping Meetings EDUCATION Collaborative Authoring Distance Learning EDUCATION Collaborative Authoring Distance Learning SCENARIO PLANNING Focal Issue Development Driving Force Identification SCENARIO PLANNING Focal Issue Development Driving Force Identification

9. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 9 Individual Work Group Work Generative TasksConstructive Tasks Relative Utility of a Computer Interface vs. a Paper & Pen Interface In Different Situations 10% 40% 15% 90% 85% 60%80% 20%

10. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 10 n Hands-On Public Orientation: –Initial exposure to the environment, Q&A - decision point: private orientation or pilot? n Optional Hands-On Private Orientation: –Internal transition team’s exposure to the environment with more focused Q&A, early exploration - decision point: cross functional or single function? n Low Risk Pilot: Phase: –Exploration and experimentation, prototype design, build business case - decision point: pursue further investigation? n Experimental Pilot Phase: –Low risk pilot projects / sessions confirm that Computer-Supported Collaboration would be useful under the best possible circumstances - decision point: expand pilot(s)? n Expanded Pilot Phase: –Pilot projects / sessions involve more complex issues and establish the organization’s effective use of and commitment to Computer-Supported Collaboration - decision point: critical mass reached? n Critical Mass Phase: –Computer-Supported Collaboration is widely used throughout the organization, and issues of oversight, infrastructure, accessibility and cross-functional barriers have been resolved - decision point: how to optimize and add more value? n Transformation Phase: –A highly visionary phase, where everyone has access to shared workspace and a clear sense of purpose. Groups become self-managed and leadership is shared. decision point: where are new opportunities? Steps to Deployment - Transitions

11. Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 11 n Objectives –Test Drive: Get your feet wet and experience how web collaboration works –Next steps: Follow up with a facilitated “opportunity search” discussion –Short Term: Help you plan and implement low-risk pilot process(es) –Mid Term: Help you identify and integrate other applications –Long Term: Help you develop and sustain internal capabilities Paul Collins - pcollins@jordan-webb.net - (773) 463-2288 Next Steps & Action Items