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Network Analysis in Two Parts
(with an Introduction)Patti Anklam
Columbia IKNS Unit 4April 2016
Introduction: Graph Theory Put to Work
Columbia IKNS Residency April 2016
Origins of Network Study
• Graph theory
– Euler, the seven bridges of Königsberg (1736)
• Sociometry
– Jacob Moreno, Hudson Training School for Girls (1932)
3
Columbia IKNS Residency April 2016
Symposium on Social Networks: Dartmouth, 1975
http://eclectic.ss.uci.edu/~drwhite/Networks/MSSB1975.html
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2007
Network Theory Reaches the Business World
20022002
2002
2003
2004
2004
52005
2009
2009
2002
2002
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Organizational Networks
6
Source: MWH Global, Vic Gulas
Columbia IKNS Residency April 2016
Disease and Health
7
Columbia IKNS Residency April 2016
Networks of Companies
8
Source: Laurie Lock Lee, http://www.optimice.com.au
Equipment Manufacturers
Systems integrators
Columbia IKNS Residency April 2016
https://kumu.io/UnLtdUSA/austin-social-entrepreneurship
People and Companies
9
Austin Social Entrepreneurship
Columbia IKNS Residency April 2016
Mapping Ideas and Topics
10http://www.smrfoundation.org/2009/09/12/networks-in-the-news-news-dots-on-slate/
Columbia IKNS Residency April 2016
Showing Affiliations
11
Columbia IKNS Residency April 2016
The Premise: Networks Matter
• Social Capital– People with stronger personal networks are
more productive, happier, and better performers
– Companies who know how to manage alliances are more flexible, adaptive and resilient
– Our personal health and well-being is often tied to our social networks
• Making Sense– Once we have the distinction “network”
then we can use our knowledge of the networks we live in to make sense
12
Columbia IKNS Residency April 2016
The Opportunity: Leverage the Science
13
• Graph theory provided the underlying math and science to help us make sense of the network structure
• The structure of a network provides insights into network patterns:
• About the structure of the network
• About people in the network
• Once you understand the structure, you can make decisions about how to manage the network’s context – this is Net Work
I’ve become convinced that understanding how networks work is an essential 21st
century literacy.
Howard Rheingold
Columbia IKNS Residency April 2016
The Importance of Understanding Networks
15
Burt, Ronald S. and Don Ronchi, Teaching executives to see social capital: Results from a field experiment http://faculty.chicagobooth.edu/ronald.burt/research/files/TESSC.pdf
Columbia IKNS Residency April 2016
The Two Parts
―The language of networks
―Networks in organizations
16
Social Network Analysis: Cases and Concepts
Mapping Networks: Tools
Social Network Analysis: Cases and Concepts
http://www.dftdigest.com/images/Spyglass.jpg
Columbia IKNS Residency April 2016
The Business Case
18
Management Practice Business Need
Talent Management Finding the natural leaders in the organization
Innovation Identify boundary crossersEnsure organization has access to new ideas
Collaboration Finding gaps in knowledge flow within groups, or across organizations or geographiesMonitor or measure changes
Knowledge management
Identify and retain vital expertiseMonitor or measure changes in k. exchange
Organizational Change and Development
Identifying opinion leaders for change management initiatives or during integration following mergers and acquisitions
OrganizationalPerformance
Diagnosing cohesion among team membersand targeting critical connections for improvement
Columbia IKNS Residency April 2016
Rob Cross’s Classic Case: A Performance Issue
19
From: The Organizational Network Fieldbook, Rob Cross et al, Jossey-Bass 2010
Where are the most frequent information flows?
Formal Structure Informal Structure
Columbia IKNS Residency April 2016
A Classic Case
20
From: The Organizational Network Fieldbook, Rob Cross et al, Jossey-Bass 2010
Formal Structure Informal Structure
Columbia IKNS Residency April 2016
A Classic Case
From: The Hidden Power of Social Networks, Rob Cross and Andrew Parker, Harvard Business School Press, 200421
From: The Organizational Network Fieldbook, Rob Cross et al, Jossey-Bass 2010
Formal Structure Informal Structure
Columbia IKNS Residency April 2016
A Classic Case
22
From: The Organizational Network Fieldbook, Rob Cross et al, Jossey-Bass 2010
Formal Structure Informal Structure
Columbia IKNS Residency April 2016
A Classic Case
23
From: The Organizational Network Fieldbook, Rob Cross et al, Jossey-Bass 2010
Formal Structure Informal Structure
Columbia IKNS Residency April 2016
What Factors Influence Connections?
• Homophily: Birds of a feather, flock together
• Propinquity: Those close by, form a tie
24
Columbia IKNS Residency April 2016
Elements in a Network Diagram
25
• A network diagram shows a collection of entities (nodes) linked by a type of relationship (represented by an edge) Nodes
Edges
Node: Vertex, AlterEdge: Tie, connection, linkNetwork diagram: graph, sociogram
Synonyms
Columbia IKNS Residency April 2016
Nodes Have Attributes
• Information from survey and/or HR data*:
– Organizational unit
– Job title/role
– Location
– Expertise
– Job level
– Age
– Gender
• Additional attributes may come from the survey data itself
26*within the bounds of what is legal and appropriate
Columbia IKNS Residency April 2016
About Edges
27
• Edges (and the graph as a whole) are either:• Undirected (merely connected)• Directed (edges go “from-to”)
• Reciprocity sometimes matters
Undirected
Node: Vertex, AlterEdge: Tie, connection, linkNetwork diagram: graph, sociogram
Synonyms
Directed
Reciprocal
Columbia IKNS Residency April 2016
Edges Define the Shape of the Network
28
• In a survey we might ask:• “I get information from this
person”• “I socialize with this person”• “I think this person is an expert”• “I go to this person when I have an
idea I want to explore”
• In looking at data, we might want to find out:• People who responded to each
others’ emails• People who attended the same
meetings or who appeared at the same event – or in the same scene!
In creating a social network diagram, we define what we mean by an edge
Columbia IKNS Residency April 2016
Weights and Tie Strength
29
• Edges may have values, or weights, associated with them. For example the difference between:
• Exchanging a few emails
• Being best friends
• The strength between two nodes may also reflected having multiple relationships:
• Exchange information frequently AND
• Socialize AND
• Share trusted informationNode: Vertex, AlterEdge: Tie, connection, linkNetwork diagram: graph, sociogram
Synonyms
Columbia IKNS Residency April 2016
Edge Data from Surveys
30
• Surveys:
– Edge data may or may not be weighted
– People may answer questions about everyone in the network or nominate people they communicate with, seek advice from, etc.
• Weighted questions may denote frequency or some kind of strength
Cases
http://www.dftdigest.com/images/Spyglass.jpg
Columbia IKNS Residency April 2016
How Are We Managing Expertise?
Acknowledged Expert
Colleague
Questions visualized on the map:
1. Whom do you turn to for professional
advice regarding your daily work?
2. Who is the most acknowledged professional in your field?
Source: Maven7/Orgmapper
Columbia IKNS Residency April 2016
How Are We Managing Expertise?
Accessible knowledgeAcknowledged Expert
Colleague
Group with no
direct access to a
knowledge center
Questions visualized on the map:
1. Whom do you turn to for professional
advice regarding your daily work?
2. Who is the most acknowledged professional in your field?
Non-accessible
knowledge
Source: Maven7/Orgmapper
Columbia IKNS Residency April 2016
How Are We Managing Expertise?
Acknowledged Expert
Colleague
Cluster with no
direct access to a
knowledge center
Questions visualized on the map:
1. Whom do you turn to for professional
advice regarding your daily work?
2. Who is the most acknowledged professional in your field?
Source: Maven7/Orgmapper
Columbia IKNS Residency April 2016
California Computer
35
From “Informal Networks: The Company”David Krackhardt and Jeffrey R. HansonHBR, 1993
CEO Leers must choose someone to lead a strategic task force.
Bair
Stewart
Ruiz
O'HaraS/W Applications
Harris
Benson
Fleming
Church
Martin
Lee
Wilson
Swinney
Huberman
Fiola
CalderField Design
Muller
Jules
Baker
Daven
Thomas
Zanados
LangICT
Huttle
Atkins
Kibler
SternData Control
LeersCEO
Columbia IKNS Residency April 2016
California Computer
36
From “Informal Networks: The Company”David Krackhardt and Jeffrey R. HansonHBR, 1993
CEO Leers must choose someone to lead a strategic task force.
Bair
Stewart
Ruiz
O'HaraS/W Applications
Harris
Benson
Fleming
Church
Martin
Lee
Wilson
Swinney
Huberman
Fiola
CalderField Design
Muller
Jules
Baker
Daven
Thomas
Zanados
LangICT
Huttle
Atkins
Kibler
SternData Control
LeersCEO
Columbia IKNS Residency April 2016
Was Harris a Good Choice?
37
Whom do you go to for help or advice?
Field Design
Data Control Systems
Software Applications
CEO
ICT
Columbia IKNS Residency April 2016
Was Harris a Good Choice?
38
Whom do you go to for help or advice?
Field Design
Data Control Systems
Software Applications
CEO
ICT
Columbia IKNS Residency April 2016
The Question of Trust
39
Whom would you trust to keep in confidence your concerns about a work-related issue?
Columbia IKNS Residency April 2016
The Question of Trust
40
Whom would you trust to keep in confidence your concerns about a work-related issue?
Columbia IKNS Residency April 2016
The Question of Trust
41
Whom would you trust to keep in confidence your concerns about a work-related issue?
Columbia IKNS Residency April 2016
Network Patterns
Multi-Hub
Clustered Core/Periphery
42
Hub and Spoke
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Core/Periphery
43
Core
Periphery
StructuralHole
Isolates
Columbia IKNS Residency April 2013
It’s all about Questions
44
Patterns provide insights that provoke good questions.
Full stop.
Columbia IKNS Residency April 2016
• Look at the whole network and its components
Network Analysis Also Provides Metrics
• Look at positions of individuals in the network
Centrality Metrics
Structural (Network) Metrics
45
Columbia IKNS Residency April 2016
Structural Metrics
46
• Common measures:
–Density of interactions
–Distance (average degree of separation)
–Diversity
–Communities, or groups
–Centralization
• Good for comparing questions, groups within networks or for comparing changes in a network over time
Look at the whole network and its components
Columbia IKNS Residency April 2016
The Metrics: Density
47
Density. Data provides the percentage of information-getting relationships that exist out of the possible number that could exist. It is not a goal to have 100%, but to target the junctures where improved collaboration could have a business benefit.
Percent of connections that exist out of the total possible
Low Density
High Density
Columbia IKNS Residency April 2016
Impact on Business of Connectivity
• Bank management was trying to understand the differences across branches in sales at credit and deposit figures
• Using network analysis, the bank was able to understand where to direct mentoring and “best practice” exchanges across banks
48
Figures show the performance differences in bank branches based on the density of their relationships
Total credit / person
Total deposit / person
Low density
branches
High density
branches
Low density
branches
High density
branches
Source: Maven7/Orgmapper
Columbia IKNS Residency April 2016
Metrics help reveal diversity within networks
SmA Ops PL A PL B PL C LgA
10 5 8 8 9 10
Small Accounts 72% 2% 11% 0% 2% 5%
Operations 4% 85% 10% 5% 7% 12%
Product Line A 8% 3% 77% 0% 1% 4%
Product Line B 0% 13% 2% 73% 0% 17%
Product Line C 2% 16% 1% 3% 54% 17%
Large Accounts 2% 18% 5% 16% 12% 73%
Density. Data provides the percentage of information-getting relationships that exist out of the possible number that could exist. It is not a goal to have 100%, but to target the junctures where improved collaboration could have a business benefit.
The diagonal shows the interconnectivity among groups in the organization
Off-diagonal, the metrics illustrate the extent to which people are reaching across organizational boundaries
49
Columbia IKNS Residency April 2016
Tracking Metrics Over Time
50
2010
2011Year # Density Degree
2009 55 2.2% 1.2
2010 90 2.7% 2.4
2011 85 5.3% 4.5
2012 82 8% 6.88
2009
2012
Columbia IKNS Residency April 2016
Structural Metrics: Distance
51
Maximum number of steps to get from one node to another: 12Average number of steps: 5
Columbia IKNS Residency April 2016
Centrality Metrics: Degree
52Based on: https://plus.google.com/+DaveGray/posts/CQRVeKEsUvF
Raw number of connections (undirected network)
6
7
10
Average Degree: 3.28
Columbia IKNS Residency April 2016
Centrality Metrics: In-Degree and Out-Degree
53Based on: https://plus.google.com/+DaveGray/posts/CQRVeKEsUvF
Number of in-coming and out-going connections
Outdegree = 7
Indegree = 5
Columbia IKNS Residency April 2016
Centrality Metrics: Betweenness
54Based on: https://plus.google.com/+DaveGray/posts/CQRVeKEsUvF
How many paths does a single node lie on?
855
1080
785
793
Columbia IKNS Residency April 2016
Centrality Metrics: Betweenness
Highest Bee-tweenness?
https://www.timeshighereducation.com/sites/default/files/styles/the_breaking_news_image_style/public/bees_teamwork.jpgh/t: Valdis Krebs
Columbia IKNS Residency April 2016
Centrality Metrics: Closeness
56Based on: https://plus.google.com/+DaveGray/posts/CQRVeKEsUvF
Able to reach all the other nodes in the fewest steps
Columbia IKNS Residency April 2016
Using Metrics: Finding Key Opinion Leaders
57Source: Maven7
Columbia IKNS Residency April 2016
Using Metrics: Finding Key Opinion Leaders
58Source: Maven7
Columbia IKNS Residency April 2016
Using Metrics: Finding Key Opinion Leaders
59
Dunbar’s number: 150
• Strong ties:
– Close, frequent
– Reciprocal
– May be embedded in a strong “local network”
• Weak ties
– Infrequent interaction
– Likely embedded in other (diverse) networks
– Accessible as needed
Source: Maven7
Columbia IKNS Residency April 2016
Centrality Metrics: Brokerage, Closure
60Based on: https://plus.google.com/+DaveGray/posts/CQRVeKEsUvF
Working cross-cluster or within clusters?
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Centrality Metric: Eigenvector
61
Connected to well-connected nodes
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Putting Some Metrics Together
62
http://qz.com/650796/mathematicians-mapped-out-every-game-of-thrones-relationship-to-find-the-main-character/
Columbia IKNS Residency April 2016
Which Technology Scout is Most Successful?
63
It's Whom You Know Not What You Know: A Social Network Analysis Approach to Talent Management, Eoin Whelan, SSRN: http://ssrn.com/abstract=1694453
Technology ScoutConnectorGatekeeperGroup member
Columbia IKNS Residency April 2016
Using Metrics: Ego Networks and Diversity
• Organization
• Expertise
• Age, Tenure
65
External/Internal Ratio: Proportion of an individual’s ties that are in the same demographic cohort as the individual node (“ego”). Ranges from +1 (all external) to -1 (all internal)
AB’s E/I index: .308
DC’s E/I index: -.714Can be derived from any demographic:
• Social Ties
• Geographic location
• Hierarchical position
Columbia IKNS Residency April 2016
The Importance of Diversity
People who live in the intersection of social worlds are at higher risk of having good ideas. – Ron Burt
66
Columbia IKNS Residency April 2016
Organizational Networks Summary
67
• The science of networks has brought insights into the structure of organizational networks
• Organizational network analysis lets us map relationships to:
• Identify patterns of connection, disconnection, and flowsof knowledge and ideas
• Understand the roles that individuals play and their potential for enhancing organizational effectiveness
• Developing and sharing maps and metrics helps organizations to ask good questions and design targeted interventions
• A map represents a moment in time; when maps are shared the relationships start to shift
Columbia IKNS Residency April 2016
Interventions: Net Work
Ways to change patterns in networks Practices from the KM/OD Repertoire
Create more connections Make introductions through meetings and webinars, face-to-face events (like knowledge fairs); implement social software or social network referral software; social network stimulation
Increase the flow of knowledge Establish collaborative workspaces, install instant messaging systems, make existing knowledge bases more accessible and usable
Discover connections Implement expertise location and/or; discovery systems; social software; social networking applications
Decentralize Social software; blogs, wikis; shift knowledge to the edge
Connect disconnected clusters Establish knowledge brokering roles; expand communication channels
Create more trusted relationships Assign people to work on projects together
Alter the behavior of individual nodes Create awareness of the impact of an individual’s place in a network; educate employees on personal knowledge networking
Increase diversity Add nodes; connect and create networks; encourage people to bring knowledge in from their networks in the world
68
Mapping Networks: Tools
http://quilting.about.com/od/picturesofquilts/ig/Alzheimer-s-Quilts/The-Ties-that-Bind.htm
Columbia IKNS Residency April 2016
What Sorts of Tools Are There?
Category of Tool What you need to know
Expert/Researcher Mappingand Analysis Tools
Range in complexity of function and cost
Emerging Platforms Network diagrams can be shared on the web
Consulting Vendors Specialized solutions with project life cycle management
Mapping social metadata Email and log file analysis
Personal networkassessment
DIY or $$$
Columbia IKNS Residency April 2016
Expert/Research Tools
…plus many more
Columbia IKNS Residency April 2016
Data Flow
Analysis
& Mapping
ToolsMaps
Metrics
Edge Data
UCINET
NetDraw
InFlow
NodeXL
Collection
Tools
Spreadsheets
Online Surveys
Paper
Node Data
Social Media
Columbia IKNS Residency April 2016
ONASurveys
• Specifically designed for doing network analysis
• Demographic questions as well as network relationship questions
• Users respond to network questions only about people they indicate they know
• Outputs datasets for:
– NetDraw/UCINET
– NodeXL
– Gephi
74
Columbia IKNS Residency April 2016
Tool Basics – the Dataset (0s and 1s)
75
Information about the nodes (vertices) and the ties (edges)
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Node Attributes
76
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Edges: Columns for Advice and Support
77
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Open it Up …
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What Attributes do We Want to use for the display?
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Option …
79
Upload specific data when you create the NodeXL file
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Size
80
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Color
81
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Short List of Resources for SNA/ONA Tools
82
http://tinyurl.com/SNA-ONA-Tools
Columbia IKNS Residency April 2016
Emerging Platforms: Kumu
83
https://www.kumu.io/explore
Columbia IKNS Residency April 2016
https://kumu.io/UnLtdUSA/austin-social-entrepreneurship
Kumu is Based on Community
84
Columbia IKNS Residency April 2016
Emerging Platforms: Polinode
• Create and manage surveys
• Upload and manage networks
85
https://polinode.com/
Columbia IKNS Residency April 2016
Quick Comparison
Feature/Capability Kumu Polinode
Create and manage surveys No Yes; cost is based on # of survey respondents and # of names listed
Metrics Yes Yes
Control of colors, shapes, sizes & overall diagram
GUI and CSS Stylesheets
Via GUI and specializing attributes
Publish maps on the web Yes Yes
Share data and mapping Yes Yes
Public network pricing Free • Free with basic metrics, up to 250 nodes and 1,000 edges
• $20/month for advanced metrics and up to 50,000 nodes
Private network pricing (per month)
$23 (3 projects)$34 (5 projects)$49 (10 projects)
$29
User community Yes Yes86
Columbia IKNS Residency April 2016
Network Insights Don’t Require Fancy Software
• If it’s a network, you can draw it.
87
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Mapping from Social Media
• Social network platforms:
– A Facebook Friend
– A LinkedIn Connection
– A Twitter Following
• Social media content platforms:
– Likes, posts, replies, shares, and uploads
– Mentions or “retweet” #hashtags
• In-house:
88
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Twitter Networks in NodeXL: Patterns
89
Polarized Crowd Tight Crowd Brand Clusters
Community Clusters Broadcast Networks Support Network
http://www.pewinternet.org/2014/02/20/mapping-twitter-topic-networks-from-polarized-crowds-to-community-clusters/
Columbia IKNS Residency April 2016
Networks in Social Media
1. Krugman tweets a link to an article
2. There are a number of Tweeters who publish links to the article but these are not connected to other Tweeters
3. There are two densely interconnected groups of people who share the link and discuss it
90
Analyzing Twitter networks with NodeXL: Broadcast Networks
http://www.pewinternet.org/2014/02/20/mapping-twitter-topic-networks-from-polarized-crowds-to-community-clusters/
Columbia IKNS Residency April 2016
Facebook from NodeXL
91
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Swoop Analytics
• Use interaction data to create and analyze edges in the network
• External/internal ratios
• Edges & reciprocal edges
92
Personal and Enterprise-level dashboards
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SWOOP User Characterization
• Using the metrics showing give/receive balance, SWOOP can provide feedback on typical user communication personas
• Using overall metadata, SWOOP can provide benchmark information on an organization’s online collaboration engagement/ adoption
93
http://www.swoopanalytics.com/index.php/benchmarking/
CONSULTING VENDORS
94
Columbia IKNS Residency April 2016
Consulting Vendor Options
Vendor If you are looking for… Working with Them
Maven7 OrgMapper
Complete project management of large scale (10,000’s employees) analysis for Change Management or Organizational Performance initiatives
Licensing is per survey, based on # of participants and whether or not you are certified and doing the project with them in consultation.
Syndio Social Change ManagementTalent ManagementCommunications Impact
Be their “customers for life” – bring in the tool, develop expertise and use it throughout the enterprise to manage large-scale change.
DNA-7 Organizational DesignTalent ManagementLeadership and Collaboration
Projects are one-off at this point.
Keynetiq A tool that provides 12 different survey templates, analytics, and interactive network maps with members’ profiles that employees can navigate and use to search for expertise.
Monthly fee based on number of people in the company. Custom pricing for networks with more than 1000 employees. Also available ONA consulting, study design and coordination, and full ONA project management.
Columbia IKNS Residency April 2016
Maven7 OrgMapper
• Methodology embedded in the analysis and mapping tools
– Change management (Influence)
– Organizational performance (Excellence)
• Customizations managed through the consulting services
96
Customized surveys and reports
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Syndio Social
97
Syndio Social Uses SNA to Build Management Dashboards
97
Highest social capital
Most favorable to change
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Keynetiq – Create a Survey
98
Columbia IKNS Residency April 2016
What to Consider in Selecting Tools
• How often will you do this in-house?
– If you want this to be an organizational competency, then you will want to designate one or more people to learn to use the tools
– If you designate someone, will it be a data junkie (who will want the DIY tools) or an organizational expert with solid computer expertise?
– If you want to do this on an occasional basis, then a consultant may be the right choice
• How much flexibility do you need?
– Do you want to run a range of metrics and dig into the data yourself or are you comfortable with using a standard set of metrics provided by a vendor?
99
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Summary
100
• Social network analysis tools and methods are available to map organizational as well as your individual, personal network
• The tools matter less than the network mindset – and the understanding that the structure of a network matters
Columbia IKNS Residency April 2016
http://about.me/pattianklam
• 30 years in software engineering
• 10 years in professional services knowledge management & methodology (Digital, Compaq, Nortel)
• Independent consultant 14 years; thought leader in knowledge management and social network analysis
• Charter member of Change Agents Worldwide
101