Rationalize Your Collaboration Tools
Best-of-breed approaches create more confusion than productivity.
Onsite Workshop
Without a collaboration strategy:
- Organizations waste money by purchasing unnecessary collaboration tools that have overlapping capabilities with their current toolset.
- Productivity is destroyed when workers spend time switching between multiple tools.
- Shadow collaboration tools create a security risk.
A collaboration strategy can rationalize your collaboration toolset:
- Improve efficiency by phasing out redundant collaboration tools.
- Streamline the adoption of best-fit tools to fill capability gaps.
- Optimize user engagement through an adoption plan that improves user familiarity and consistency in use.
Module 1: Categorize the Toolset
The Purpose
- Create a collaboration vision.
- Acknowledge the current state of the collaboration toolset.
Key Benefits Achieved
- A clear framework to structure the collaboration strategy
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Set the vision for the Collaboration Strategy. |
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| 1.2 | Identify your collaboration tools with use cases. |
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| 1.3 | Learn what collaboration tools are used and why, including shadow IT. |
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| 1.4 | Begin categorizing the toolset. |
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Module 2: Strategize Overlaps
The Purpose
- Identify redundant overlapping tools and develop a phase-out plan.
Key Benefits Achieved
- Communication and phase-out plans for redundant tools, streamlining the collaboration toolset.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Identify legitimate overlaps and gaps. |
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| 2.2 | Explore business and user strategies for identifying redundant tools. |
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| 2.3 | Create a Gantt chart and communication plan and outline post-phase-out strategies. |
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Module 3: Build Business Requirements
The Purpose
- Gather business requirements for finding best-fit tools to fill toolset gaps.
Key Benefits Achieved
- A business requirements document
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Use SoftwareReviews and the Collaboration Platform Evaluation Tool to shortlist best-fit collaboration tool. |
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| 3.2 | Build SMART objectives and goals cascade. |
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| 3.3 | Walk through the Collaboration Tools Business Requirements Document Template. |
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Module 4: Create an Adoption Plan
The Purpose
- Create an adoption plan for successfully onboarding new collaboration tools.
Key Benefits Achieved
- An adoption plan
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Fill out the Adoption Plan Gantt Chart Template. |
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| 4.2 | Create the communication plan. |
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| 4.3 | Explore best practices to socialize the new tools. |
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Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
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