Capturing Expertise - User Onboarding Example
In this entry, we'll explore in a little more detail how to capture indications of user expertise during the onboarding process.
Previous entries have mentioned the IBM Connections Touchpoint application, which is a solution positioned to address the "blank page" problem: a social platform has been deployed, user accounts have been activated, and the message goes out to people to start using the system. The trouble is, that without proscribed tasks or guided actions, new users may navigate to the solution and not engage because profiles are empty, social networks do not exist, or communities or practice have not been established. Touchpoint helps to kickstart these activities.
Enhancing the Experience
As we developed the family of Expertise solutions, it was natural to use the initial and engaging Touchpoint experience as a mechanism to gather additional indications of expertise.
We chose LinkedIn as an important external system from which to capture data, and utilized an opt-in model for each user to access their profile, social network, and contact info.
- Details from the LinkedIn profile were used to populate the IBM Connections profile
- Skills & Endorsements from LinkedIn were added as Tags on the IBM Connections profile
- 1st and 2nd degree connections in the LinkedIn social network generated invitations to corresponding users in IBM Connections
The users choose whether to incorporate LinkedIn data or not; if not, they can skip over this section. They can also selectively choose which elements from LinkedIn gets added to their IBM Connections profile.
After the LinkedIn extraction, we retained the remainder of the core Touchpoint features:
- Additional Tags were recommended based on the user location and job role
- Additional People were recommended based on the data captured in the steps above
- Communities were recommended based on the data captured in the steps above
By priming the IBM Connections profile with these details, we were able to drive user adoption in the initial weeks of deployment. Some statistics from recent projects include:
- Manufacturer with over 30,000 profile completions within the first 2 weeks
- Technology company with 80% profile completion within 4 days
With expertise more accurately indicated in the IBM Connections Profile, we found that in one case of 2,000 users they saved at least 30 minutes each week locating experts to answer questions. The result for them was $130,000 in annual savings
For More Information
To discuss how best to utilize IBM Connections and IBM Expertise solutions in your environment, please contact your local ISSC representative or send inquiries to firstname.lastname@example.org