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KLMNO




IT Workspace Wiki Update
Background and lessons learned regarding wiki for
collaboration and documentation in the IT Department


Dave Burke
Manager, IT Web Solutions
February 2008




                                                          dave burke
KLMNO
IT Workspace Update


• Background

  • What’s a wiki


• Lessons learned so far

• Special Offer




                              dave burke
KLMNO
Background - Web Solutions

• Back to 2005, we’ve been struggling with how to
 better support our apps

• Much of the problem stemmed from important
 knowledge being trapped

 • Various private and shared drives

 • Old email threads

 • But mostly, individual brains


                                               dave burke
KLMNO
Background - Web Solutions

                                                                The mantra:

                                                                “Let’s hope [insert
                                                                resource name here]
                                                                doesn’t get hit by a
                                                                bus.”

                                                                Or worse. . .



            http://flickr.com/photos/squeakymarmot/2200609113/




                                                                                 dave burke
KLMNO
Risk of wetware-based knowledge storage

On most Saturdays. . .




                   http://www.flickr.com/photos/aok/2190318934         http://www.flickr.com/photos/mikelo/614958266/




    Technical Architect                                         His boss



                                                                                                 dave burke
KLMNO
Background - Web Solutions

• 2006-2007: The stakes for web application support
  were getting higher
      • SOA was making troubleshooting more complex

      • SAP integration was making it more business critical


• We needed a better process, and a better
  knowledge storage tool

• We tried a wiki

  •   60-day pilot with Dokuwiki, an open-source product


                                                               dave burke
KLMNO




What is a wiki?




                     dave burke
KLMNO
What is a wiki?

                                                                                              A collection of web pages


                                                                                              Every page is editable
                                                                                              Just click, type, and save.




                                                                                              Every page has a name
                                                                                              Link by page name; no HTML
                                                                                              required.
     Source: Ross Mayfield. http://www.slideshare.net/ross/new-paradigms-for-using-computers




                                                                                                                            dave burke
KLMNO
What is a wiki?
                                                                                             • Wikis build group memory (or at
                                                                                               least a better chance at it)

                                                                                             • Simplifies collaboration (everyone
                                                                                               works on the same document)


                                                                                             • Aggregates related information


                                                                                             • Accuracy through peer review


                                                                                             • Every page revision is saved
    Source: Ross Mayfield. http://www.slideshare.net/ross/new-paradigms-for-using-computers




                                                                                             • Roll-back changes with a click




                                                                                                                                dave burke
KLMNO
What is a wiki?




                     dave burke
KLMNO
“Destination of first resort”1




1   http://www.hssonline.org/publications/Newsletter2008/NewsJan2008Ross.html


                                                                                   dave burke
KLMNO
Background - Web Solutions

• Results from our 60-day pilot

  • Wiki works as a platform

  • But the product we chose didn’t cut it

    • Special markup language


    • Users were anonymous


    • Attachments/Images were difficult to handle


• Even so, we kept using it


                                                      dave burke
KLMNO
Document Repository Study project


• 2007 IT Project

• Analyzed multiple products spanning traditional
  document management, wikis, and blogs




                                                dave burke
KLMNO
Document Repository Study project
We chose Socialtext.

                       • WYSIWYG Editor - no markup
                         language

                       • Named users and single signon

                       • Full-text search, including
                         attachments

                       • Email, RSS integration

                       • Tagging for dynamic
                         organization and blogs

                                                       dave burke
KLMNO
Lessons learned so far
• We’re starting to see real documentation benefits
    • Building that organizational memory
• Indications that wiki could improve the culture
    • Extra benefits come from doing work on the wiki, and
      tracking work on the wiki. . .
                    • People who hoard information, or just don’t share it, get
                      outed. And they get out-competed compared to those
                      sharing information.1

• But getting your team to change the way they work
  requires long-term commitment and daily reinforcement
1Ross   Mayfield. http://www.interop.com/newyork/archive/videos/playvideo/index.php?vid=interop-new-york-web2


                                                                                                                  dave burke
KLMNO
Lessons learned so far
• 90% of wiki success is half mental

  • Mindset shift from traditional documentation


      Traditional                        New

        1. Write                       1. Write
        2. Edit                        2. Publish
        3. Publish                     3. Edit
                                       (repeat)

                                                    dave burke
KLMNO
Lessons learned so far
• 90% of wiki success is half mental

  • Publishing Anxiety

  • A belief that the wiki is more “official” makes people think
    their work needs to be polished and 100% accurate, which
    leads to fear and procrastination.
    • Current: quot;I'm happy to answer questions in the hallway and by
      email, but writing something 'official' is a bigger deal.quot;
    • New and Better: “I understand that the IT Workspace is a living
      document. I can contribute information I’m only ‘pretty sure’ about,
      and note it as such, just like I would in email.”



                                                                     dave burke
KLMNO
Lessons learned so far
• 90% of wiki success is half mental

  • Organize-as-you-go model takes getting used to


       #1 Question about the wiki so far:

      “Put this info on the wiki? Okay. . . where?”




                                                      dave burke
KLMNO
Lessons learned so far
• 90% of wiki success is half mental

  • Mindset shift - Sharing by default

  • Current: quot;I only know of three people who need this information, so I'll email it
    to them.quot;


  • New and Better: quot;I only know of three people who need this information, so I'll
    put it on the wiki for them, and any others I don't know about.quot;


  • Best: “The wiki is my default tool for communication, because it's easy, and it
    gives me maximum value for my time. I only use email when I really need
    privacy.”




                                                                              dave burke
KLMNO
Lessons learned so far
• 90% of wiki success is half mental
                                                                      • Some things in life aren’t pretty.
                                                                        The Socialtext UI is one of
                                                                        those things.

                                                                        • Lots of user frustration stemming
                                                                          from trying to make Socialtext
                                                                          pages prettier; achieve complicated
                                                                          formatting; duplicate the look of
                                                                          Word docs


                                                                        • My best advice: don’t try to fight it.
                                                                          Focus your energy on Socialtext’s
                                                                          strengths: sharing, aggregating,
                http://www.flickr.com/photos/stjohnplanner/15710638/




                                                                          linking, tagging.



                                                                                                        dave burke
KLMNO




Special offer for Post Managers




                                     dave burke
KLMNO
Special offer

                                      30 Mi
• Give me a call/email                      nutes
                                     Guara
                                          ntee d
                                                !
• We’ll work for 30 minutes

• You’ll have your starter section of the wiki




                                                 dave burke
KLMNO




That’s it.

Questions? Find me at daveburke.com




                                         dave burke

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Wiki workspace pilot update

  • 1. KLMNO IT Workspace Wiki Update Background and lessons learned regarding wiki for collaboration and documentation in the IT Department Dave Burke Manager, IT Web Solutions February 2008 dave burke
  • 2. KLMNO IT Workspace Update • Background • What’s a wiki • Lessons learned so far • Special Offer dave burke
  • 3. KLMNO Background - Web Solutions • Back to 2005, we’ve been struggling with how to better support our apps • Much of the problem stemmed from important knowledge being trapped • Various private and shared drives • Old email threads • But mostly, individual brains dave burke
  • 4. KLMNO Background - Web Solutions The mantra: “Let’s hope [insert resource name here] doesn’t get hit by a bus.” Or worse. . . http://flickr.com/photos/squeakymarmot/2200609113/ dave burke
  • 5. KLMNO Risk of wetware-based knowledge storage On most Saturdays. . . http://www.flickr.com/photos/aok/2190318934 http://www.flickr.com/photos/mikelo/614958266/ Technical Architect His boss dave burke
  • 6. KLMNO Background - Web Solutions • 2006-2007: The stakes for web application support were getting higher • SOA was making troubleshooting more complex • SAP integration was making it more business critical • We needed a better process, and a better knowledge storage tool • We tried a wiki • 60-day pilot with Dokuwiki, an open-source product dave burke
  • 7. KLMNO What is a wiki? dave burke
  • 8. KLMNO What is a wiki? A collection of web pages Every page is editable Just click, type, and save. Every page has a name Link by page name; no HTML required. Source: Ross Mayfield. http://www.slideshare.net/ross/new-paradigms-for-using-computers dave burke
  • 9. KLMNO What is a wiki? • Wikis build group memory (or at least a better chance at it) • Simplifies collaboration (everyone works on the same document) • Aggregates related information • Accuracy through peer review • Every page revision is saved Source: Ross Mayfield. http://www.slideshare.net/ross/new-paradigms-for-using-computers • Roll-back changes with a click dave burke
  • 10. KLMNO What is a wiki? dave burke
  • 11. KLMNO “Destination of first resort”1 1 http://www.hssonline.org/publications/Newsletter2008/NewsJan2008Ross.html dave burke
  • 12. KLMNO Background - Web Solutions • Results from our 60-day pilot • Wiki works as a platform • But the product we chose didn’t cut it • Special markup language • Users were anonymous • Attachments/Images were difficult to handle • Even so, we kept using it dave burke
  • 13. KLMNO Document Repository Study project • 2007 IT Project • Analyzed multiple products spanning traditional document management, wikis, and blogs dave burke
  • 14. KLMNO Document Repository Study project We chose Socialtext. • WYSIWYG Editor - no markup language • Named users and single signon • Full-text search, including attachments • Email, RSS integration • Tagging for dynamic organization and blogs dave burke
  • 15. KLMNO Lessons learned so far • We’re starting to see real documentation benefits • Building that organizational memory • Indications that wiki could improve the culture • Extra benefits come from doing work on the wiki, and tracking work on the wiki. . . • People who hoard information, or just don’t share it, get outed. And they get out-competed compared to those sharing information.1 • But getting your team to change the way they work requires long-term commitment and daily reinforcement 1Ross Mayfield. http://www.interop.com/newyork/archive/videos/playvideo/index.php?vid=interop-new-york-web2 dave burke
  • 16. KLMNO Lessons learned so far • 90% of wiki success is half mental • Mindset shift from traditional documentation Traditional New 1. Write 1. Write 2. Edit 2. Publish 3. Publish 3. Edit (repeat) dave burke
  • 17. KLMNO Lessons learned so far • 90% of wiki success is half mental • Publishing Anxiety • A belief that the wiki is more “official” makes people think their work needs to be polished and 100% accurate, which leads to fear and procrastination. • Current: quot;I'm happy to answer questions in the hallway and by email, but writing something 'official' is a bigger deal.quot; • New and Better: “I understand that the IT Workspace is a living document. I can contribute information I’m only ‘pretty sure’ about, and note it as such, just like I would in email.” dave burke
  • 18. KLMNO Lessons learned so far • 90% of wiki success is half mental • Organize-as-you-go model takes getting used to #1 Question about the wiki so far: “Put this info on the wiki? Okay. . . where?” dave burke
  • 19. KLMNO Lessons learned so far • 90% of wiki success is half mental • Mindset shift - Sharing by default • Current: quot;I only know of three people who need this information, so I'll email it to them.quot; • New and Better: quot;I only know of three people who need this information, so I'll put it on the wiki for them, and any others I don't know about.quot; • Best: “The wiki is my default tool for communication, because it's easy, and it gives me maximum value for my time. I only use email when I really need privacy.” dave burke
  • 20. KLMNO Lessons learned so far • 90% of wiki success is half mental • Some things in life aren’t pretty. The Socialtext UI is one of those things. • Lots of user frustration stemming from trying to make Socialtext pages prettier; achieve complicated formatting; duplicate the look of Word docs • My best advice: don’t try to fight it. Focus your energy on Socialtext’s strengths: sharing, aggregating, http://www.flickr.com/photos/stjohnplanner/15710638/ linking, tagging. dave burke
  • 21. KLMNO Special offer for Post Managers dave burke
  • 22. KLMNO Special offer 30 Mi • Give me a call/email nutes Guara ntee d ! • We’ll work for 30 minutes • You’ll have your starter section of the wiki dave burke
  • 23. KLMNO That’s it. Questions? Find me at daveburke.com dave burke