1. Twitter Hashtag: #ELS15 www.2elearning.com/events David Coleman, Principal, Collaborative Strategies & Catherine Upton, Publisher, Elearning! Media Group

2. Twitter Hashtag: #ELS15 www.2elearning.com/events Introductions  Catherine Upton, Publisher, Elearning! Media Group cupton@2elearning.com cupton@2elearning.com  This session is accessible for 90 days within this environment. After which, it is viewable at www.2Elearning.com (In “Events” under “Web Seminar Series” in 24- hours) www.2Elearning.com  Today’s session attendees will receive a The Enterprise Collaboration in Learning Study Executive Summary complimentary.  #ELWS – Join the conversation on Twitter

3. www.2elearning.com/events Twitter Hashtag: #ELS15 3 Founder and managing director of Collaborative Strategies, Inc Author: of 4 books on collaboration Speaker. blogger, article and column writer, industry analyst (Collaboration) Industry Analyst for 25 years. Consulting and advisory services: Help end-user organizations using collaborative tools to spend less and get more. david@collaborativeshift.com New web site – www.collaborativeshift.comwww.collaborativeshift.com Distributed Collaboration Summit (DCS), June 4- 5 in 10 cities in US (simultaneously) dcs.collaborativeshift.com dcs.collaborativeshift.com davidc@collaborativeshift. com www.collaborativeshift.co m Twitter = @dcoleman100 Skype: ddcoleman100 +1-650.342.9197 +1- 415-867-9930 (cell) David Coleman

4. www.2elearning.com/events Twitter Hashtag: #ELS15 Top Business Drivers 4 TRIGGERS: Personalized, Predictive & Connected

5. www.2elearning.com/events Twitter Hashtag: #ELS15 Methodology  About The Study  In December 2014, published a 26-questions online survey to Elearning! subscribers, community members, and followers  Collaborative Strategies design the questionnaire, tabulated results and authored the Research report.  Study Objectives  To determine how Enterprises are meeting business objectives of Collaboration, tools used, and investments planned.  To identify trends vs. 2012 study  And, the implication for near future

6. www.2elearning.com/events Twitter Hashtag: #ELS15 Enterprise Collaboration Survey  Six Sections of Questions:  Section 1- TCEP (Technology, Culture, Economics, Politics) a metric for a quick snapshot of collaboration in an organization  Section 2- How do we work?  Section 3- The Tools we use  Section 4- Social Collaboration  Section 5- Meetings and Engagement  Section 6 – Who buys and owns what?

7. www.2elearning.com/events Twitter Hashtag: #ELS15 1. TCEP – What is it?  TCEP is a group collaboration metric developed by Collaborative Strategies, Inc. (CSI) to provide a quick collaborative snapshot of their organization  4 scales: 1-10 (raw) score, scale weights 1-4  Technology – do you have the tech you need now to collaborate?  Culture- is your culture supportive of collaboration?  Economics – How critical is collaboration to your organization’s financial health?  Politics – Management’s behavior and modeling of collaborative behaviors  Thousands of TCEPs done on all sized organizations and WW  Ratings of 10-60 = Poor, 61-80 = good, 81 -100 = excellent

8. Twitter Hashtag: #ELS15 www.2elearning.com/events The Collaborative Shift A shift in an employee’s mental model such that they can see that working for the “we” is better (on all levels) than working for the “me.” Changes in behavior follow: Transparency, sharing, respect, recognition, mental agility, openness, use of technology as an enabler of these new behaviors.

9. www.2elearning.com/events Twitter Hashtag: #ELS15 TCEP Scores:  Respondents Average TCEP Score: 60 (top of poor range) But, higher than USA average of 55.  Economic Reality Realized: The average economic score was 8, the highest of any of the scales and the highest score seen on this scale in the last 5 years.  What does this mean – People are beginning to move from denial to an understanding that collaboration has a huge effect on their productivity, profitability and sustainability!  Technology score = 5, Culture = 6, and Politics = 5. These scores indicate that there is a lot better technology needed to support collaboration, only a small percentage of cultures are seen as “open” and management is not modeling collaboration State of Enterprise Collaboration Behavior

10. Twitter Hashtag: #ELS15 www.2elearning.com/events 2. How we work: Mobile  We looked at the use of 4 types of devices for collaboration  Cell phones – 12%  Tablets – 8%  Laptops – 45%  Desktops – 35%  Desktop use is in decline, 42% surveyed don’t use at all  Content is accessible on all platforms, but devices are just a stepping stone. IoT (sensor-driven data), wearables, 3D and virtual environments are steps toward “intelligent environments”  Imagine your refrigerator telling you what is needed for the grocery list, or the walls or windows in a meeting room automatically displaying the data you need to talk about because it knows you are in that meeting in that room?

11. Twitter Hashtag: #ELS15 www.2elearning.com/events 2. How We Work: Collaboration Software Use Almost everyone still uses email Desktop/web conferencing passes room-based conferencing Training is used heavily as users are now in many different areas of the organization Chat and Texting use is growing

12. Twitter Hashtag: #ELS15 www.2elearning.com/events 2. How We Work: Top Tech Users TechnologyLargest userSecond largestSmallest E-mail Ops/manufactureFinance/AccountS&M Desk/Web Conf S&MTraining/HROps Private Social Networks S&MTraining/HROps Screen sharing S&MTraining/HRC-suite Mentor/coach Ops/manufactureTraining/HRC-suite Corporate portals Training/HR*CPOOps Chat/IM/Texting S&MTraining/HROps Overall Sales and Marketing was the biggest user of these tools Finance/Accounting were the second biggest user Ops/Manufacturing were third biggest Good traction for use in Training, HR, Talent, Learning *CPO = Chief Learning/Talent/HR/OD/People Officer

13. www.2elearning.com/events Twitter Hashtag: #ELS15 2. How We Work: C-suite’s Role  Most CEO’s only have a few direct reports (larger organizations). But, they are key to OPEN workplaces- the Culture of an organization.  C-suite was lowest in:  Chat/IM/Texting  In-app messaging  Room-based video  Online communities  Screen sharing  Wikis  3D/Virtual workspace  Training  Mentoring/coaching  SaaS tools and services  Blogging/microblogging  Distributed Project management  Virtual team spaces  Process-specific collaboration

14. www.2elearning.com/events Twitter Hashtag: #ELS15 2. How We Work: “Collaborative Leverage”  “Collaborative Leverage” is a concept developed by Collaborative Strategies, Inc. which talks about optimum performance in a process that utilizes some aspect of collaboration. It is the ability to apply the right technology to the right process at the right time with the right people. Some examples of collaborative leverage are:  Sales & marketing (proposal development) – benefit: win more proposals, increase revenues  Customer service/support (exception handling) – benefit – getting good answers to complex questions more quickly – more happy customers  R&D (new product development) – benefit – cutting the time to get a new product to market, resulting in more new revenues  Value network management/relationships with external organizations, DPM (distributed project management), and project management (exception handling) – benefit – partnering with both customers and suppliers – more happy customers, better relationships with suppliers (resulting in better prices, more on time delivery, etc.)  Training (internal and external) – benefit – better alignment with everyone in the company around the brand, the message, and service  Decision support/crisis management – benefit – ability to quickly harness the needed expertise and create a (tiger) team to deal with the issue correctly and swiftly. The result is less bad PR, regaining the trust of customers, avoiding law suits.

15. www.2elearning.com/events Twitter Hashtag: #ELS15 2. How We Work: Processes with Most Collaborative Leverage 1.Project Management 2.Mentoring/Coaching 3.Training and Education 4.Operational Processes 5.On-boarding 4 of the 5 top ranked processes have to do with HR/Training/Learning

16. www.2elearning.com/events Twitter Hashtag: #ELS15 How important is social collaboration?

17. www.2elearning.com/events Twitter Hashtag: #ELS15 4. Social: Business Social Networks (BSN) and Business On-line Communities (BOC)  The difference between a social network and an online community is determined by the strength of its social ties (with social ties being stronger in an online community.) For example, if you are in a social network and you are not present, you are not missed. But, if you are in an online community and you are not present, you are missed.”  Employees in companies of all sizes were on average in 3 BSNs or BOCs  More people in companies 5k-10k employees had 8+ BSN/BOC  93% of people in small companies were in 3 BSN or BOC  Companies of 25k + employees 72% were in at least 1 BSN/BOC  Only 12% perceived good or critical value from BSN… long way to go

18. Twitter Hashtag: #ELS15 www.2elearning.com/events 5. Meetings: Time Spent Amount of time in meetings each week by role

19. Twitter Hashtag: #ELS15 www.2elearning.com/events 5. Meetings: Better Meetings? Better and Faster decisions! In all sized organizations

20. Twitter Hashtag: #ELS15 www.2elearning.com/events 5. Meetings: Culture How open or transparent do you see your corporate culture

21. Twitter Hashtag: #ELS15 www.2elearning.com/events 5. Meetings: Engagement Techniques The most popular ways to increase engagement was to focus on the PERSON. Flexible work, recognition, access to leaders and experts as well as career growth. This focus on the PERSON fits with a more open and transparent culture

22. www.2elearning.com/events Twitter Hashtag: #ELS15 5. Meetings: Overall Engagement Level  On a scale of 1 (low) and 10 (high), the respondents average was 5.27, so people are only half engaged.  This is low, not out of line with the 2/3 disengagement reported in the literature, but it does show that engagement is a bit higher with the use of collaborative tools.  In question 22 we asked for a text response of what people thought would improve engagement the most; the overwhelming response I will paraphrase as “If management wants greater engagement then we want greater interaction, engagement, honesty and transparency from management.”

23. Twitter Hashtag: #ELS15 www.2elearning.com/events 6. Collaborative Solutions Buyers IT is a significant player at 43.6%, and IT admin at 24.4% buys a predominant amount of the collaborative software. However, balance shifting to exec leadership (52.6 %), but not buying collaborative tools for the whole company (as IT would), but rather for their own individual organizations (Finance, Sales, Marketing, R&D, etc.) or the CLO for training and learning

24. Twitter Hashtag: #ELS15 www.2elearning.com/events Conclusions -Engagement & Collaboration are top business drivers for investments -Respondents see the benefits of Collaboration 8/10 -Barriers to improving collaboration is engagement -Engagement strategies that are most effective are -PERSONALIZED -CONNECTED -RECOGNIZED -Technology is advancing faster than behaviors -Enterprises competing for talent will be the first to embrace Open, Collaborative Cultures

25. Twitter Hashtag: #ELS15 www.2elearning.com/events