Rationalize Your Collaboration Tools
Best-of-breed approaches create more confusion than productivity.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.Without a collaboration strategy: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.
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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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