I will be live blogging the bostonunconference hosted at fidelityinvestments.

Thursday, August 15th - 4:45PM


After a casual mingling full of hand shaking, mispronouncing of names, and 'what do you do?'ing, we were ready to get the ball rolling.


Stephen Thomas starts us off...




Fidelity's internal social platform is called ribbit.   Essential pieces of the re-branding was the logo and theme as well as The Frog (Ribbit's official mascot who has a profile on the platform and interacts with users).


     Question: If you play on the social and make things fun and kitschy, does it effect how people view the platform - does social=nonworkappropriate?  How do you balance fun and approachable with corporate?




Personas and Use Cases - defining the WHO is going to be using the platform and HOW they are going to be using it will help shape the way the platform is designed and marketed.  This effects training and education, priorities for features and functionality, and communications materials and campaigns.


     Question: How does the social platform play with more official corporate intranets?

     Answer: For now, they run in parallel and functionality within the social platform are built to meet user needs.  Profiles, for example, include the official intranet information along with more      social aspects of multiple photos, bios, expertise, etc.




If you build it they will come... but then what?  Design and branding has a huge impact on incentivising specific features and functionality to help shape the way that people use the platform.  Subtle visual cues like buttons, color contrast, and page organization can help influence the user experience and reduce distractions on the page.


     Key Tip: Usability studies are very important when designing for a page.  And don't just listen to the users - if you can watch them using the platform as well, SEE and HEAR how they're using  the tool and where the sticking points may be.


Marc Rudkowski swoops in to tell the Fidelity/Jive story...  Fidelity started with the first iteration of Jive and has grown and evolved through the years and through the versions, moving from Jive 4 to Jive 6 with an upgrade and overall rebranding at the end of June this year (2013).   [Kate Goodyear and Kirsten Laaspere had some helpful things to say as well.]



VIRTUAL WHITEBOARD: Follow up Questions for Breakout Sessions
  • How to balance 'social' and 'business'
  • Designing and customizing with upgrades in mind
  • How social platforms 'play' with corporate intranets
  • Driving and inviting executive support
  • Who is involved in supporting the care and feeding of social
  • Community Management - what it is, why it's essential, and how to make the most of it
  • Metrics and measurement; quantitative and subjective
  • External storage
  • SharePoint integration


5:30 - Aaaaand we're back! 

Mark Weitzel unsurprisingly starts off with a way-funnier-in-his-head joke playing off of Who's on First to find out who in the crowd is on which version of Jive. 

purposeful_places - in cloud now and in Jive 7 - with stream integrations (ex. chatter Stream in salesforce and tiles ("a set presentation with synchronous data")

"The more information that comes in, the more valuable this starts to become." - Mark Weitzel

We all watch attentively as Mark gives us a DEMO of a deal_room - Jive integration with Sales Force... (Hoping it will work better than his demo attempt at the raleighunconference).

A quick discussion of Jive's integration of jira lead to Mark and Marc's (accurate and wonderful) defense of integrations: Some if not most of activities that are occuring elsewhere need that social component where they can interact with the content; Even though the content may have originated from a different system, they become searchable and have social actions.  "You have the full context."

streamonce - bidirectional commenting - a "backbone" that Jive hosts to pump streams into Jive and allow for deeper reaching social actions.

Talking apps and apis -- "if the UI does it, there's a really good chance that you can do that through the api" (Note the subtle addition of the loophole lawyer phrasing just in case it ever doesn't quite work.)  Apps provide very close, contextual experiences with these interactions.

"It's just all right here for me.  It's a very, very powerful way to interact with these systems." - Mark Weitzel


jiveanywhere - (Now an sdk available.) URL recognition, driven by cartridges, and open so that folks can build their own cartridges.  Creating an easy way to collaborate around systems.

Marc Rudkowski shares a gem of an insight regarding use cases for JiveAnywhere, adding that it provides a lot of great opportunities for Jive to interact with existing applications within the organization to add social content to static or silo'd workflows


"One last thing" says Mark... (he has been talking for 30 minutes...)


props - recognizing your peers with virtual kudos beyond just words: gamification gets you badges! (We don't need no stinking badges!)  --> Connecting props to badges and gameification allows for measurement by HR and management



6:15 - Breakout Sessions! (Live blogging will pause so I can get involved and use my hands to gesticulate)

Fidelity's example of a customized create menu (horizontal to get all the options above the fold and descriptions written in plain English to clear up the differences among the content types)



Many wonderful conversations were occurring during the breakout sessions between 6:15 and 7:30, when the conversations began to evolve from strategy and best practices to puppies and other hilarious anecdotes, and I cannot possibly capture them all here.  I hope that the conversations continue on this platform and throughout this community.


But it was a great session and we are so lucky to have been able to host it at Fidelity.  Here's to the next one!!!


Happy Collaborating!