20110512-4 arma boston alternatives to email

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ARMA Boston Spring Seminar 2011 Jesse Wilkins, CRM Better Collaboration WITHOUT Email

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This presentation at the 2011 ARMA Boston Spring Seminar described alternatives to email including blogs, microblogs, and wikis.

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Page 1: 20110512-4 ARMA Boston Alternatives to Email

ARMA Boston Spring Seminar 2011Jesse Wilkins, CRM

Better Collaboration WITHOUT Email

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Alternatives to email Alternatives vs. email Collaborative tools and the records program

Session Agenda

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Alternatives to email

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Email isn’t the best tool to collaborate

Other more effective tools available◦Instant messaging◦Blogs and microblogging (Twitter)◦Wikis◦Social sharing and social networking

Using these tools can reduce email usage and increase productivity

Alternatives to email

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Blogs

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It is part text messaging and part blogging, with the ability to update on your cellphone or computer, but constrained to 140 characters.

-- Ari Herzog, Ariwriter.com

Microblogging (Twitter)

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Wikipedia

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Many different applications available Fully-featured to fairly narrow

◦ Generally compatible with common Office functionality

May default to private or public

Web-based office suitesOffice 2.0

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Social networking

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Screenshot of social sharing

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Alternatives vs. email

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Use blogs instead of email to send one-way communications◦Internal announcements◦Project updates◦Feedback on posts or resources◦Meeting announcements◦Availability of new resources◦Knowledge transfer

Blogs vs. email

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Microblogging is better for: ◦Time-sensitive or transitory

communications◦Announcement of new or

updated documents, presentations, resources, etc.

◦Crowd-sourcing research◦Environmental scanning◦Virtual water cooler

Microblogging vs. email

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Wikis are better for:◦Collaborative authoring – documents,

schedules, etc. ◦Drafting meeting agendas and minutes◦Sharing best practices

Wikis vs. email

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Send links to documents instead of email attachments◦Ensures everyone is working on the most

current version◦No “attachment spam”◦Track changes more easily

Often provide more capabilities than just email – all in the cloud

Office 2.0 vs. email

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Messaging is available to everyone in the network, not just sender/recipient◦But can be sent privately or made

private if needed◦Other capabilities available (polling,

calendaring across organizations, etc.)◦Commenting, rating/ranking, social

aspects of social networks

Social networking vs. email

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Send links to documents/videos/etc. ◦Especially good for rich media

documents Subscribe to updates Embed documents/videos in e.g. blog

Social sharing vs. email

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Collaborative tools and the records

program

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Prohibition is not realistic

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Address in policies

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Our Twitter policy: Be professional, kind, discreet, authentic. Represent us well. Remember that you can’t control it once you hit “update.”

Policy 2.0 – in 140 characters

Image and quote source: Gruntled Employeeshttp://www.gruntledemployees.com

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Provide guidance

Whether the tool & account is official or unofficial (add screenshot)

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Whether the account is monitored for actionable content (screenshot)

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Is the information unique and not available anywhere else?

Does it contain evidence of an agency’s policies, business, mission, etc.?

Is the tool being used in relation to an agency’s work?

Is there a business need for the information?

Does it document a transaction or decision?

Is it a record?

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252525Take a snapshot of record content

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262626Archive entire stream locally

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Records management in brief

Archive selected items locally◦Use search queries and monitoring

Store selected items locally using search queries or RSS

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Use the native backup to store locally

Store locally using built-in tools

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Use a third-party service to store locally

Store locally using third-party service

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Store locally using API

Store locally using APIs

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Use e.g. Word or Notepad to draft content updates and save *that* as a record

Draft content locally

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Check the service level agreement

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Implement enterprise versions

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Implement a compliance solution

• And many others

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Questions?

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Jesse Wilkins, CRM, ecmm, emmm, ermm

Director, Systems of EngagementAIIM International

(303) 574-0749 direct

[email protected]

http://www.twitter.com/jessewilkins

http://www.linkedin.com/in/jessewilkins

http://www.facebook.com/jessewilkins

http://www.slideshare.net/jessewilkins

For more information