Great post Beth - we are at exactly the same point as we plan for our upcoming upgrade from 4.5 to 6. It would be great if those who have any hints could share
Beth Laking and Elise Hann, we are upgrading to 4.5 to 6 imminently as well. Would you be interested in setting up some time for a call so that we can share best practices, questions, use cases, etc? I definitely have some successes from even before the actual upgrade that I could share. We have seen increased adoption of the 4.5 platform as we have been preparing for the upgrade (and complete re-branding) to 6.
Kirsten Laaspere wrote:
I definitely have some successes from even before the actual upgrade that I could share.
Can some of that be in writing for the benefit of others, maybe?
I'm working on compiling them into a series of blog posts, actually! So you can keep a lookout for those. I will @mention the Internal Community Manager group but will likely post in my own blog as I plan to be posting my learnings fairly consistently, so if you want to, you can follow me. If you have any specific asks, please feel free to reach out. It is so worthwhile for all of us to be sharing with each other and I'm happy to participate.
I bet folks would even love a list of what to look out for.
- Jive Documentation
- Obvious area that I think an Org Change person has to be prepared to message to users are the following:
Note: If you're going from 4.5 to 6 there are some things that got changed in 5 and then made better to address usability in 6.
Obvious area that I think an Org Change person has to be prepared to message to users are the following:
Jive Documentation above is awesome (just found it). Leaving my top of the head notes here, too. If I were trying to message this a mature community, I'd try to put together a table something like:
I want to. . . Old Way New Way Edit my profile Your Stuff > Preferences Drop down by Avatar Join a Space N/A Follow Personalize my view of what I'm following Your View Personal Activity Streams etc
With the Jive documentation above, and some of the ideas I've given below, this should help you complete the use case change.
What Goes Away:
- Your view
- email Subscriptions (replaced with better inbox - and preferences for what stream gets email alerts - so maybe a loss, but a win, too)
- My Stuff (replaced with Browse Content and much better filtering)
- RSS Feed Widget (I think) Thanks John Schwiller
What's New (and Better than something else)
- Get Started "Quests" (no replacement other than hard work on your part to get new users on boarded and trained - out of the box way to get users to do simple things and acclimate to community, build a network and join things)
- inbox (no replacement)
- Personal Activity Streams (Better than Your View)
- Follow / Share (Better than send as email, or watch)
- New "Follow" Spaces now (so now Spaces can have the concept of "membership")
- @mentioning people and places (to target and broadcast) (better than send as email)
- CMR (well you have CMR plug in for some releases but for many of you on older releases this will be awesome and your group managers have been bugging you for this all along)
- Browse - so many things new and better her for filtering, search my own stuff, someone else's stuff, what I authored, what I participated in, my activity stream) - pay attention though, this will be a huge shock for users to get used to - once they do they'll love it (speaking from someone that went from CSC 4.5 to Jive - who knows what version I'm on now!)
- Apps Market, off course (but only if you enable it)
- Gamification Module (you don't have this in 4.5, it's optional module in 6 - and even advanced customers should look at this as way to motivate, incent and match community behaviors to outcomes)
- Categories (If you click a category, you actually go to a targeted view for that content )
What's Different and New UI for users? (i.e. Who Moved My Cheese Moments . . . but get used to it quickly)
- Attachments moved
- Browsing content
- Browsing History
- Browsing Groups - different UI
- User Preferences - No longer under "My Stuff" (now in drop down next to name)
Other things to look deeper into
- widget mapping - make sure you know what widgets you used, what is still there, what is new
How's that to get the juices flowing? Other ideas?
Tracy Maurer I know you went through this.
I'd add to the above, but since this is a discussion, I can't. Claire - are you able to move to a document?
Are you able to not use CMR? It may take some time for us to understand the DP implications of the reports so we may not want to include in first release of upgrade.
CMR is a separate plug-in, so I am fairly confident you can have it turned off, even if it is installed. I'd suggest finding the document that discusses the plug-in and asking the quesiton there.
Not that I've done a 4.5 to 6, - our 5.0, 5.0.1 and 6.0s were all new instances - but I think users might get confused by the auto-generated 'Email Watches' stream where they were previously getting email notifications from specific content. I think I'd expect to be able to see those items in the custom stream definition (a bit like the consolidated page I remember from 4.5 - a long time ago) - but you only see People and Places.
You only get the content that is in the stream 'exposed' when there is activity in it and you can then open the content and do a 'Stop Following'.
Would be interested to hear from someone who has done the upgrade if users got confused by this.
And I do have a client that will soon be taking this journey so keenly interested in the topic.
John, if it's any indication, I am already confused by this, and we haven't even upgraded to 6 yet.
My two thoughts there would be 1) Place something on the Overview page letting users know what the "Email Watches" stream is (annotated screen shots are always clear or a quick video would do the trick), 2) Rename the Email Watches stream (not sure if/how you could do that within the system, but it's worth asking) or Both.
I ended up deleting my Email Watches stream within our pilot instance of the Jive 6 platform, so that is also an option - you can always communicate to the user in addition to what the stream is, that they can get rid of it and start from scratch as needed.
It would definitely be useful within any training or communications that are deployed to not only cover the features and functionality that are new and exciting, but also to identify what will be difficult for users to grasp and take special care to address those. A little bit of hand holding is always okay.
Regardless, I think it's important to add to any communication about the Email Watches stream how much easier it is to set and manage email notifications in the Jive 6 platform, using that Preferences link. That way, you're always giving the user a win!
Okay...still reviewing in our V6 sandbox, Some of it I really like, it is a more intuitive user interface...
But a few questions;
Under "Content" we have drafts, authored, participated, ... which I really like ... But Jive Genius (what qualifies) and All, with the amount of content we have...not sure how usable this one is
...and what is the use case for "create by email"... but maybe I am missing something?
Thanks John..very helpful.... I'll need some time to review, hopefully it will answer my questions
Thanks for starting this thread. I am sure there are lot of folks like me who are currently evaluating Jive 6 hosted as well as cloud. Has anyone actually taken the plunge and migrated? Would love to hear success stories as well as challenges.
Thanks in advance.