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Changing Incentives for Knowledge Workers in the Social Enterprise

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Keynote presentation at the APQC Process Conference, Houston, October 2013
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Sandy Kemsley l www.column2.com l @skemsley Changing Incentives For Knowledge Workers In The Social Enterprise APQC Process Conference Houston 2013
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Page 1: Changing Incentives for Knowledge Workers in the Social Enterprise

Sandy Kemsley l www.column2.com l @skemsley

Changing Incentives For

Knowledge Workers In

The Social Enterprise

APQC Process Conference

Houston 2013

Page 2: Changing Incentives for Knowledge Workers in the Social Enterprise

Agenda

l How the enterprise became social

l The disconnect in adoption of new

methods and tools

l The culture and management mandates

l The technology mandate

Copyright Kemsley Design Ltd., 2013 2

Page 3: Changing Incentives for Knowledge Workers in the Social Enterprise

How The Enterprise

Became Social

The shift in enterprise processes, attitudes and goals

Copyright Kemsley Design Ltd., 2013 3

Page 4: Changing Incentives for Knowledge Workers in the Social Enterprise

Factor #1:

The Nature of Work Changed

Routine Work

Execute transactions

Efficiency

Compliance/standardization

Process improvement

Automation

Knowledge Work

Solve problems

Collaboration

User-created processes

Assist human decisions

Collect supporting artifacts

Copyright Kemsley Design Ltd., 2013 4

Page 5: Changing Incentives for Knowledge Workers in the Social Enterprise

Collaboration In The White Space

Of The Organization Chart

Copyright Kemsley Design Ltd., 2013 5

Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”

Page 6: Changing Incentives for Knowledge Workers in the Social Enterprise

Balancing Hierarchy And

Community To Get Things Done

Copyright Kemsley Design Ltd., 2013 6

Source: Luc Galoppin, “Social Architecture: Raising the Bar for our Profession”

Page 7: Changing Incentives for Knowledge Workers in the Social Enterprise

Factor #2: Tool Capabilities and

Expectations Changed

l Consumption

l Participation

l Creation

l User experience

l Access anywhere

Copyright Kemsley Design Ltd., 2013 7

Page 8: Changing Incentives for Knowledge Workers in the Social Enterprise

Factor #3:

Information Everywhere

l No longer an age of information scarcity:

l Businesses have rich customer context through

analytics and integration

l Customers have competitive business

information

l Wide range of public information

l Productivity is in analysis and connectivity

Copyright Kemsley Design Ltd., 2013 8

Page 9: Changing Incentives for Knowledge Workers in the Social Enterprise

External Social Presence Linked

To Core Business Processes

l Changes the customer relationship

l Extends the ends of the process

l Increases external collaboration

l Forces operational transparency

Copyright Kemsley Design Ltd., 2012 9

Page 10: Changing Incentives for Knowledge Workers in the Social Enterprise

Result: The Social Enterprise

Social Feature Enterprise Benefits

Collaboration Exploit weak ties for knowledge

sharing and social feedback

= Improved decision-making

User-created

content

Use and capture tacit knowledge

= Improved processes

Transparency Provide context for work

= Improved problem-solving

Copyright Kemsley Design Ltd., 2013 10

Page 11: Changing Incentives for Knowledge Workers in the Social Enterprise

11 Copyright Kemsley Design Ltd., 2013

Page 12: Changing Incentives for Knowledge Workers in the Social Enterprise

What Do Social Enterprise

Processes Look Like?

Real-life benefits of collaboration and user-created content

Copyright Kemsley Design Ltd., 2013 12

Page 13: Changing Incentives for Knowledge Workers in the Social Enterprise

Social In The Flow Of Work

l Social features built into enterprise

business processes

l Collaboration on demand

l Zero-training UI for occasional collaborators

l Informational visibility and sharing

l Situational applications based on

enterprise APIs

l User-generated processes and content

Copyright Kemsley Design Ltd., 2013 13

Page 14: Changing Incentives for Knowledge Workers in the Social Enterprise

Collaborative Process Modeling

l Multiple people participate in process discovery, modeling and documentation

l Internal and external participants

l Technical and non-technical participants

l Preserves institutional memory

l Facilitates cross-silo collaboration and innovation

Copyright Kemsley Design Ltd., 2013 14

Page 15: Changing Incentives for Knowledge Workers in the Social Enterprise

Collaborative Process Modeling

15 Copyright Kemsley Design Ltd., 2013

Page 16: Changing Incentives for Knowledge Workers in the Social Enterprise

Dynamic Process Runtime

l User can add participants from own

network or recommended expert

l Non-participant can opt-in to process

l Audit trail captured within BPMS

l Eliminates uncontrolled email

processes

l Captures patterns for

process improvement

Copyright Kemsley Design Ltd., 2013 16

Page 17: Changing Incentives for Knowledge Workers in the Social Enterprise

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Page 18: Changing Incentives for Knowledge Workers in the Social Enterprise

Process Activity Streams

l Timeline of activity for social monitoring

l Process models during creation

l Process instances during execution

l Publish/subscribe model to “watch” certain

processes or event types

l Direct link to underlying process model or

instance for unsolicited participation

l Usually mobile-enabled

Copyright Kemsley Design Ltd., 2013 18

Page 19: Changing Incentives for Knowledge Workers in the Social Enterprise

Process Event Streams

19 Copyright Kemsley Design Ltd., 2013

Page 20: Changing Incentives for Knowledge Workers in the Social Enterprise

Collaboration at

Bank Of Tennessee

l Service-focused regional bank

l Mortgage process before BPM:

l Manual, paper-based

l Long process with bottlenecks and errors

l Many exceptions, constantly changing

l Limited visibility and audit trail

l Search for social collaboration and BPM

platforms merged

Copyright Kemsley Design Ltd., 2013 20

Source: Will Barrett, Bank of Tennessee, “Worksocial Pays Dividends”

Page 21: Changing Incentives for Knowledge Workers in the Social Enterprise

A Social Mortgage Process

Copyright Kemsley Design Ltd., 2013 21

Page 22: Changing Incentives for Knowledge Workers in the Social Enterprise

Bank Of Tennessee: Benefits

l ROI based on social and BPM

l 30% faster to complete process

l Reduced errors

l Process activity stream user interface

l Unified communication channel

l Faster, more efficient actions in place

l Increased adoption/decreased training

l Improved visibility and audit trail

l Critical SLAs visible for action

l Entire process within BPM Copyright Kemsley Design Ltd., 2013 22

Page 23: Changing Incentives for Knowledge Workers in the Social Enterprise

User-Created Content at

Norwegian Food Safety Authority

l Ensuring food safety, animal/plant welfare:

l Scheduled inspections and events

l Emergency response

l Maintain food safety history

l Apply complex regulations

l Case folder with dynamic worklist

l Case = person/establishment, e.g., farm

l Tasks created dynamically as required,

manually or triggered by events

Copyright Kemsley Design Ltd., 2013 23

Source: Computas

Page 24: Changing Incentives for Knowledge Workers in the Social Enterprise

Copyright Kemsley Design Ltd., 2013 24

Page 25: Changing Incentives for Knowledge Workers in the Social Enterprise

NFSA: Dynamic Task Selection

Copyright Kemsley Design Ltd., 2013 25

Page 26: Changing Incentives for Knowledge Workers in the Social Enterprise

NFSA: Benefits

l Entire food safety history for each

establishment

l Two dynamic case management modes

l Control activity module for regular activities with

full domain data

l Emergency response module with alerts and

follow-up tasks

Copyright Kemsley Design Ltd., 2013 26

Page 27: Changing Incentives for Knowledge Workers in the Social Enterprise

The Social Dilemma

What is limiting the adoption of social enterprise processes?

Copyright Kemsley Design Ltd., 2013 27

Page 28: Changing Incentives for Knowledge Workers in the Social Enterprise

Fear Of...

l ...assuming responsibility for collaboration

l ...having to share credit for work

l ...appearing weak for requiring collaborators

l ...not getting credit for time spent collaborating

l ...helping the competition

l ...losing control over a process

l ...opening access to information

l ...fluid, non-hierarchical roles

Copyright Kemsley Design Ltd., 2013 28

Page 29: Changing Incentives for Knowledge Workers in the Social Enterprise

Misaligned Business

Goals And Metrics

l Executives want

collaboration across

silos; management

required to get work

done on time

l Process performance

indicators measure

efficiency, not service

levels

Copyright Kemsley Design Ltd., 2013 29

Page 30: Changing Incentives for Knowledge Workers in the Social Enterprise

The Employee Incentives Conflict

Copyright Kemsley Design Ltd., 2013 30

“When an organization doles out bonuses,

raises, awards and promotions based on

individual contributions, what’s the carrot

for social participation?” -- Gia Lyons, Jive Software

Do the right thing

What’s in it for me?

Page 31: Changing Incentives for Knowledge Workers in the Social Enterprise

Misaligned Employee Incentives

l Incentives based on job description, not

value of contribution

l Incentives reward individual efforts, not

collaboration

Copyright Kemsley Design Ltd., 2013 31

Page 32: Changing Incentives for Knowledge Workers in the Social Enterprise

Creating A Culture That

Rewards Knowledge Work

Mandates for organizational culture, management and technology

Copyright Kemsley Design Ltd., 2013 32

Page 33: Changing Incentives for Knowledge Workers in the Social Enterprise

Participatory Culture

l Time and resources explicitly allocated

l For collaboration and co-creation

l All stakeholders expected to participate

l Appropriate tools provided

l Input considered regardless of level and

technical skills of participant

Copyright Kemsley Design Ltd., 2013 33

Page 34: Changing Incentives for Knowledge Workers in the Social Enterprise

Transparency And Openness

l Allow internal users to see all information

l Set open as default, override for specific

exceptions

l Allow access to external stakeholders

l Customers, business partners should see their

own information

l Enables easier knowledge dissemination

l Provides context for problem-solving and

collaboration

Copyright Kemsley Design Ltd., 2013 34

Page 35: Changing Incentives for Knowledge Workers in the Social Enterprise

Management Style Of Trust

l Allow workers to deviate from pre-defined

workflow when appropriate

l Management must allow sufficient autonomy

l Workers must feel comfortable

creating/modifying processes

l Allow workers to collaborate with resources

of their choice

l Assign work or ask assistance

l Internal and external

Copyright Kemsley Design Ltd., 2013 35

Page 36: Changing Incentives for Knowledge Workers in the Social Enterprise

Rewards And Incentives

l Set expectations for participation

l Reward for collaboration and process

improvement

l Reward for customer service over

efficiency

l Reward teamwork over individual effort

Copyright Kemsley Design Ltd., 2013 36

Page 37: Changing Incentives for Knowledge Workers in the Social Enterprise

The Future Of Social

Enterprise Incentives

The technology mandate

Copyright Kemsley Design Ltd., 2013 37

Page 38: Changing Incentives for Knowledge Workers in the Social Enterprise

Enterprise Social Scoring

l Peer recognition

l Gamification

l Social graph connectivity/strength

Copyright Kemsley Design Ltd., 2013 38

Page 39: Changing Incentives for Knowledge Workers in the Social Enterprise

Using Collaboration Metrics

l Detect and analyze social graph

l Boost signal of weak ties

l Measure contributions to community

l Social score

l Successful performance of task

l Recommend collaborators based on

reputation

Copyright Kemsley Design Ltd., 2013 39

Page 40: Changing Incentives for Knowledge Workers in the Social Enterprise

Problem-Solving Metrics

l Customer satisfaction

l Time to resolution

l Correlate quality of decision with degree of

collaboration involved

Copyright Kemsley Design Ltd., 2013 40

Page 41: Changing Incentives for Knowledge Workers in the Social Enterprise

Next-Generation Social Analytics

l Evaluate (and reward) collaborative

behaviors that:

l Are aligned with organizational culture

l Get work done

l Assist others to achieve shared goals

l Resistant to “gaming” by workers

Copyright Kemsley Design Ltd., 2013 41

Page 42: Changing Incentives for Knowledge Workers in the Social Enterprise

Summary

Copyright Kemsley Design Ltd., 2013 42

Page 43: Changing Incentives for Knowledge Workers in the Social Enterprise

Summary

l Enterprise processes are social, whether

you admit it or not

l Misaligned goals and incentives will reduce

success of outcomes

l Organizational culture and management

style may need to shift

l Core social process technology is in place,

but metrics are still catching up

Copyright Kemsley Design Ltd., 2013 43

Page 44: Changing Incentives for Knowledge Workers in the Social Enterprise

Sandy Kemsley

Kemsley Design Ltd.

email: [email protected]

blog: www.column2.com

twitter: @skemsley

Copyright Kemsley Design Ltd., 2013 44

Slides at www.slideshare.net/skemsley


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