Collaboration & Social Program

Collaboration is a key ingredient to portal success. This program focuses on learning how to measure portal collaboration, through the lens of Social. Collaboration is a broad area, which crosses into areas like usability, user experience, user know-how, adoption, and of course, social tools.

In this program, we’ll focus on determining which metrics best suit your needs when it comes to measuring collaboration. This will depend on the particular focus or your organization: are you focused on search, or are you more interested finding out about content contributions, or community sites, for example?


Session 1: Initial consultation (1 hour)

  • Introduction to the topic of portal adoption, and common challenges it presents
  • Discussion about the customer’s goals and challenges around collaboration (and social)
  • Discussion about the customer’s goals and challenges around measuring collaboration (and social)
  • Review how the customer defines success


Session 2: Dashboard-building (1 – 2 hours)

  • Build custom dashboards in the customer’s environment, based on the requirements reviewed in the initial consultation
  • Configure Surveys and Message Bars
  • Where relevant, look at other areas of the tool, like templates, Analysis Centre, visitor segments, SEO reports, and more
  • This session can be held together with the customer, or our experts can build your reports on their own, based on what is most convenient for you

Session 3: Investigation and next steps (1 – 1.5 hours)

  • Discuss how to interpret the data in reports
  • Recommendations regarding actions to be taken based on reports


Session 4: Follow up/Q&A (1 – 1.5 hours)

  • Valid for up to 60 days after completion of Session 3
  • Requires customer to send in advance the topics and questions for this session

Requires customer to send in advance any relevant screenshots, diagrams and content for this session