Importance of workflow in social technology

From Gartner’s Mark McDonald:

Too many people think of a wiki as another knowledge management tool. Knowledge management tools are something that is separate from your day to day workflow. That attitude will need to change along with the technology that integrates wiki technology into the workflow in order to have people say ‘put it up on the wiki’ rather than inventing an ad hoc process that takes time, resources and puts bottlenecks in the flow of information.

As I found myself writing over and over again when describing the social tools I use, it’s all about workflow.

The best software keeps out the way and just lets you do stuff. There shouldn’t be anything new to learn, and the process should be completed within one or two clicks of a mouse.

It’s also individual, of course. What fits in my workflow might not fit in yours, and learning and knowledge technology needs to be able to fit in seamlessly, nonetheless.

Bookmarks for April 30th through May 14th

I find this stuff so that you don’t have to.

  • Should the Public Sector pay for Content Management Systems? « Carl’s Notepad – [with open source] "You will still need to consider the integration aspects but open source products are far more likely to integrate (openness is key) then the big supplier products (no motivation to integrate)."
  • Office 2010: the SharePoint factor – "The simple conclusion then is that to make sense of Office 2010 you need SharePoint 2010. The snag is that SharePoint is not something to roll out casually. Although it has a huge number of interesting features, it is also complex and easy to break. "
  • No Overall Control – a Future State of ICT – "To really address the gap between people in ICT and people who work in the Business (people outside of ICT) you actually need to start moving the competencies that IT Professionals have into the Business."
  • The Fate of the Semantic Web – "While many survey participants noted that current and emerging technologies are being leveraged toward positive web evolution in regard to linking data, there was no consensus on the technical mechanisms and human actions that might lead to the next wave of improvements – nor how extensive the changes might be."
  • tecosystems » I Love WordPress But… – "the reasons we self-host our WordPress instances are being eliminated at an accelerating rate"
  • Meatball Wiki – "Meatball is a community of active practitioners striving to teach each other how to organize people using online tools."
  • Amazon Pursues The Feds and the Potential Billions in Cloud Computing Services – ReadWriteCloud – "Amazon is quietly pursuing the multi-billion dollar federal cloud computing market, intensifying an already fast accelerating sales and marketing effort by Google, Microsoft and a host of others."
  • What’s Wrong With CSS – "Most of all, what I've learned from this exercise in site theming is that CSS is kind of painful. I fully support CSS as a (mostly) functional user interface Model-View-Controller. But even if you have extreme HTML hygiene and Austrian levels of discipline, CSS has some serious limitations in practice."
  • WordPress-to-lead for Salesforce CRM – "People can enter a contact form on your site, and the lead goes straight into Salesforce CRM: no more copy pasting lead info, no more missing leads: each and every one of them is in Salesforce.com for you to follow up."
  • A Collection of 50+ Enterprise 2.0 Case Studies and Examples – Nice resource. Some great examples in here.
  • Headshift Projects: Projects by Sector – Nice collection of social software case studies.

You can find all my bookmarks on Delicious. There is also even more stuff on my shared Google Reader page.

You can also see all the videos I think are worth watching at my video scrapbook.

Editing Wikipedia

I’ve been asked this question a few times recently, so thought it worth sharing my answer with everyone that reads this blog:

What’s the best way to approach editing Wikipedia articles about us?

There are a number of reasons why you might want to do this – the most obvious being that there are some factual inaccuracies that you want to correct – though sometimes there are other reasons too.

There have been several high profile incidents where Wikipedia has been edited – by either the individual who is the subject of the article or by an employee of an organisation with a page on the site – with various degrees of success or humiliation. Here’s my guide to getting more of the former and less of the latter.

My instinctive reaction is: don’t do it. Editing Wikipedia is a minefield and getting it right will take up an awful lot of time. Think about another way around it – could you publish a list of corrections on your own website, or on a blog? Perhaps encourage someone else who reads it to make the corrections, but leave Wikipedia itself well alone.

If you are determined to get involved, here’s what to do. Firstly, do not edit anonymously but create an account on the site. This is for the very good reason that your edits will not be anonymous anyway – your IP address will be recorded and if you are using a work computer, people will easily be able to find out where you are.

Instead, give yourself a username that’s understandable, not some random pseudonym. Then, open your personal user page and edit it to explain exactly who you are and who you work for. What you are aiming for is complete transparency – the last thing you want is people thinking that you are being sneaky.

Once that’s all done, it’s time to edit the entry itself. Or, rather, not – because my advice would be not to edit the text of the article itself first of all. Instead, I’d limit my edits to the article’s talk page initially. Explain in the page the inaccuracies, and perhaps link to the web page I mentioned earlier with a list of corrections. Then let the community do its work – some corrections will be made to the page – maybe all of them. What you are doing is giving the Wikipedians the facts, and allowing them to put their own house in order.

If that doesn’t happen, or if there is an urgent correction that needs making, then edit the text itself. Firstly, make the change, ensuring that you clearly link back to sources to back up your edits – and make sure you use the edit summary box to explain what you have done and why. Then, drop by the article’s talk page and again explain who you are, what change you made and why you did it.

Once all that is done, sign up to get email alerts when the page is changed so you can keep on top of what further edits people are making.

If you find that someone just goes in right away and reverts – that is, removes your edits and restores the page to how it looked before you started – do not get tempted into reverting their reversion! These tit-for-tat “edit wars” do nobody any good! Instead, try and engage with the person making the reversion, again through the article’s talk page, or on that user’s own page maybe. Most Wikipedipedians are friendly, conciliatory folk and you should be able to talk them into being more reasonable.

Of course, if that fails, there is always the Wikipedia arbitration process. Good luck with that.

For more on Wikipedia culture, I found Andrew Lih‘s book The Wikipedia Revolution pretty good. Lih is clearly a fan of Wikipedia, so it is hardly an unbiased account, but there is some really useful background in there.

Effective collaboration with wikis

Chris, the Digital Pioneer, asked in the comments (and on his – I assume Chris is a he! – own blog) for some advice how how wikis can be used to throw some rough notes up and invite people to collaborate and share knowledge and experience to develop them into more coherent documents.

Much of this stuff is standard across any kind of online community, and I don’t claim to be very original in any of this. However, for what it’s worth, here are my thoughts:

1. Identify who might be interested

There’s no way you will pinpoint every person who might be interested in what you are collaborating on. However, you should be able to spot the people you are aware of who will definitely get things going. This might be because they have a track record of getting involved on this issue, or that they know their way around these kinds of processes. Either way, they are useful people to have around.

Reach out to these guys and let them know what you are planning to do. Keep the specifics around the tech side of things vague, but recommend they encourage others to get in touch, so you can use other people’s networks to create a bigger list of initial collaborators.

Also find out at this stage roughly what level of tech-savvyness there is among this initial gang. Find out how they like to communicate – do they prefer email, discussion forums, or are they happy getting their hands dirty with a wiki? This will help inform which platforms you choose.

2. Put a platform together

Bearing in mind what you found out in step 1, decide at this stage what wiki system you want to use. The fundamental factor is to keep things as simple as you possibly can. Other issues include whether you want to host it yourself or are happy for the content to be sat on someone else’s server, and whether you need to restrict access. On the first point, by and large hosted wikis are far easier to use and more functionally rich than those which you manage yourself. On the second, make it as open as possible, so that there are few barriers for people to get involved.

I am a particular fan of Wikispaces, because they are quick, easy to use, and can allow you to have your own space to create as many wikis as you like under your own banner, each with their own access privileges. The other cool thing about Wikispaces is that each wiki page has a discussion forum attached to it, allowing for threaded discussion about the content on that page – ideal for those who don’t feel comfortable about editing pages themselves but who nevertheless would like to suggest a change. The cost for Wikispaces goes from free to £4,000 a year, depending on what you are after.

Other hosted options include pbWiki, Stikipad (see comments), Wetpaint and Wikia. Most offer, like Wikispaces, different levels of customisation for different prices.

MediaWiki – the platform that Wikipedia, amongst many other wikis, runs on – is probably the best of the free self-hosted options. It lacks Wikispaces’ easy wysiwyg editing, and the talk pages for each entry aren’t as easy to manage either. It is however easy to set up and open source. Other self hosted options include the free PMWiki or the paid-for SocialText or Confluence.

3. Get the content on the wiki

This, depending on your starting point, can be a quick or a very labour-intensive job. Copying and pasting text from other documents is fine, but when it is from (say) a PDF some cleaning of the formatting is likely to be necessary. Make sure you factor the time in to get this done.

Don’t forget your users when adding content to the pages. Consider adding some consistent header text to the top of each page, explaining what the content is, how it can be edited or discussed, and how the wiki administrators can be contacted for help, etc. Ensure that you take into account what people told you at stage 1. If people say they like to respond by email, make sure there is an email address they can send comments to, and a process for getting those comments onto the wiki.

Ensure that the navigation for the wiki makes sense and that people will be able to find the bits they are interested in easily. Test it out on some of your initial group to get their thoughts. Maybe find a complete web-novice in your organisation to take a look and see how they get on with it.

4. Set the rules of engagement

Having rules is boring, but a lot of people like them. Part of this will come into the page heading text I mentioned in step 3, but it is probably worth explaining again on a separate page. Make it explicit who should have view and edit rights to the content and also how vandals will be dealt with.

It might also be worth explaining exactly what will happen to people’s content that they add, who it ‘belongs’ to and under what licence it is published online. These things shouldn’t matter to most people, but those that do care do so loudly.

It probably is also a nice idea to explain what the aim of the whole exercise is – what is the eventual output likely to look like? And how will those who have collaborated on it be credited?

5. Invite and manage contributions

Now invite your initial group to come onto the wiki en-masse to start collaborating on the content. Keep it to this gang as much as you can to start off with. Any problems in the structure of the site or the way content is made available will soon be spotted and fixed.

Other things will be bound to go wrong at some point. People will accidentally delete entire pages of content, for example, and panic about what to do about it. Make sure you and your team are keeping a constant online presence to monitor what’s happening so you can react quickly to a) calm down the person who has just ballsed things up and b) put things right so the project retains at least a veneer of professionalism.

6. Market it

To get people involved beyond your core group of volunteers, you need to get eyeballs. Post to relevant forums, blogs and mailing lists about what you are doing. Telephone other contacts and get them to sign up. Stick a link to the wiki in your email signature. Mention it in every letter you write.

Don’t forget that you are asking people to give up their time to help you out for nothing in return other than the kudos of actually being asked for their opinions. Some will jump at the chance, others will need more persuading.

7. Get everyone in a room

At the very least, have a party at the end of the exercise to thank everyone. But even better, have one towards the beginning too. Even online networking fanboys like me appreciate that to get trust in a community, you have to meet one another face to face first. OK, you don’t have to, but it really does help.

Maybe you could have a wiki day – a big room with lots of laptops, wifi, flipcharts and post-its, where everyone does their best to get as many quality edits done as they can, chatting to each other and developing ideas in real life. Plenty of coffee and sandwiches would probably help too.

8. Chilax

Involvement in any activity like this one will involve the acceptance of a significant loss of control and messiness in the way things develop. This is good, don’t try and fight it.

Do moderate offensive or stupid content – that does no-one any favours. But if things are developing in a direction you didn’t expect, or don’t like, let it. Have a conversation about it. Examine your own preconceptions and assumptions and see if things can be worked out another way. But don’t go round reverting pages because you don’t agree with them.

9. Get the output sorted

Finally, make sure there is a recognised output at the end. Hopefully this could be some sort of document that people who like documents can read. Make sure it is full of links back to the wiki so that people can see who developed what idea, and how that idea changed from the original.

Make sure that a description of the process is included in the final document, and that everyone who contributed is credited. Go back to those forums, blogs and mailing lists that you punted the idea around on and let them all know how it finished. Make a fuss about the fact that this stuff works!

10. There is no tenth point

Sorry

Working together

I really like the idea of using the web to bring people together and work on problems out in the open, rather like David Wilcox and Simon Berry did in their bid for the Innovation Exchange project.

They used Drupal, a group blogging platform that does tonnes of other stuff, which is great for enabling people to throw ideas out and let the community respond to them. It’s got pretty low barriers to entry as pretty much anyone can hit the ‘create content’ button and dump their brains onto the screen. There’s an immediacy about this approach that I like a lot.

But I am also a fan of the wiki as a form of collaborative working, and wikis do have advantages over something like Drupal in terms of getting a ‘product’ finalised. What it doesn’t have is that immediate ability for people to be able to chuck thoughts out to gauge a reaction as to how useful they are. Editing a wiki page has a seriousness that writing a blog post doesn’t have.

I suppose what I am after is a decent wiki for Drupal, so that all the good stuff in the blog posts and comments can be moulded together. Google Sites could do this perfectly, as its ‘Announcements’ page template is effectively a blog. But there are too many limits of public involvement in Sites at the moment for it to become usable in this context.

If anyone has any suggestions for something I am missing, I would love to hear about it!

theWikiFinder

I’ve been playing about quite a bit with Google CSE this weekend, firstly seeing how it would work with Twitter (as mentioned here previously), and secondly now with wikis.

There is a load of great information out there on the various hosted wiki services like WikiSpaces, pbWiki, Stikipad and WetPaint to name a few. But how do you find these wikis if you want to contribute, or just to read stuff from them?

So, here’s theWikiFinder. It searches every wiki hosted at those mentioned above, along with Wikia and Wikipedia too. I tested it with the phrase “social media”, which brought up the wikipedia entry first (naturally) but second was David Wilcox‘s Social Media Wiki on WikiSpaces. For some reason I feel this justifies the effort putting it all together – it works!