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PDMA Product Camp 2012

The Impact of Mobile and Social Media
       on Workflow and Talent

           Teri Mendelsohn
       Mendelsohn Consulting, Inc.
Data

“iPads are outselling desktop PCs…. Apple reported 15.4 million iPads sold in
                                    4Q11.”

   “That doesn’t even take smartphones in account – Apple sold 37 million
     iPhones during the quarter, too. Add Android phones into the mix and
   Windows probably made up less than 50% of all Internet connected devices
                        sold in the last quarter of 2011.”

 “Another way of looking at it: the iPad is now equal to 17% of the overall PC
     market, which Gartner pegged at 92.2 million units in the last quarter of
              2012. In June, it was 11%. A year ago, it was 7%”

                                                                 --Matt Rosoff
                                                          SAI Business Insider
                                                                Jan. 24, 2012
                                                                                 2
Data




       Source: Morgan Stanley Blue Paper, “Tablet Demand and Disruption:
       Mobile Users Come of Age,” Feb. 14, 2011.
                                                                           3
Data




       Source: “BII REPORT: How Content Is Being Consumed On Mobile Devices,”
       Business Insider, Sept. 25, 20212.
Data: Industries that will lead mobile payments




            Source: Heather Leonard, “BII MOBILE INSIGHTS: How Mobile Will Change Business,”
            Sept. 26, 2012,
            http://www.businessinsider.com/bii-mobile-insights-how-mobile-will-change-business2-2012-9
Agenda

1. Budget – Are there funds available to support a mobile
   initiative? What is the new product development
   process? What features, functions and content should
   be included?
2. Organization – Is the current organizational structure
   conducive to creating mobile and social offerings?
3. Publishing – Can I use or augment my existing
   streams or do I need new ones?
4. Talent – Do I have the talent I need? If not, should I
   hire or outsource or train?
5. Summary

                                                            6
1. Budget



Budget      Carve out % of       Secure funds for   Dedicate budget $
            existing resources   trial product




                                                                        7
1. Budget: Innovation process



                         Ideas submitted
Ideas                    to innovation            Trials                 Number
screened                 committee                funded                 of ventures



            Approve                  Approve                 Approve




           •Redlight                •Redlight              •Redlight
           •Revise                  •Revise                •Revise
           •Greenlight              •Greenlight            •Greenlight
                                                                                       8
1. Budget: Prioritizing
    Illustrative                                               5-High (high impact; difficult)
                                                               1-Low (low impact; easy)


                                                     Ease of

                                                     Design-   Implement
     Opportunity   Impact   Contracting   Spec’ing     ing        -ing              Total
         A           5          0            0          1             0                1


         B           5          0            2          1             2                5


         C           5          0            2          1             2                5


         D           5          0            2          1             2                5

         E           5          0            2          2             2                6

         F           5          0            3          2             3                8




                                                                                                 9
2. Organization



Budget         Carve out % of       Secure funds for   Dedicate budget $
               existing resources   trial product
Organization   Status quo           Revise ownership   Create
                                    structure          heavyweight team
                                                       structure




                                                                       10
2. Organization: Common



Structure
results in
silos




                          …and
                          duplicate
                          resources




                                      11
2. Organization: Recommended

                                     Has breadth of
                                     authority to
                                     make everyone
                                     work together


Supports
& trains but
does not
produce
content




                     Play to
                     strengths but
                     required to
                     produce all
                     media types




                                                      12
2. Organization: Team structures

•   Functional (traditional) – Team members work under different
    functional managers; projects evolve in serial fashion as tasks pass
    from one function to next
•   Lightweight – Heightened degree of coordination due to
    “administrative” oversight; similar to functional team
•   Heavyweight – Core team members are representative of their
    functions on integrated development team
•   Autonomous – Team members are co-located and answer only to
    heavyweight project manager; team has extreme latitude to devise
    solutions to problems it has responsibility for
Source: E. Smith & S.C. Wheelwright, “The New Product Development Imperative.” (Boston: Harvard Business
    School Publishing, 1999, rev. 2001).




                                                                                                           13
3. Publishing



Budget         Carve out % of       Secure funds for   Dedicate budget $
               existing resources   trial product
Organization   Status quo           Revise ownership   Create
                                    structure          heavyweight team
                                                       structure
Publishing     Use as is; acquire   Modify, acquire    Modify, acquire
               ltd. add’l.
               software/licenses




                                                                         14
3. Publishing: Content
                                                                 Illustrative

                                    Existing

      Platform          Use As Is              Modify   Needed     Notes
Images                     X
•Photos
•Charts, tables,
graphs
•Maps

Text                                             X
•Articles (short,
daily/weekly)
•Reports (long,
monthly)
•Blogs (short, daily)

Video
•Live                                            X
•Streaming                                       X
•YouTube                                                  X

Audio                                                     X
•Live
•Streaming
•Podcasts

                                                                           15
3. Publishing: Content
                                                                Illustrative

                                   Existing

     Platform          Use As Is              Modify   Needed     Notes
Events                    X

Presentations (PPTs)                            X

Social media              X
•Twitter
•Facebook
•LinkedIn
•Google+




                                                                          16
3. Publishing: Platform
                                                            Illustrative

                               Existing

        Platform   Use As Is              Modify   Needed     Notes
Print                 X

Web                                         X

Mobile
•iPhone                                     X
•iPad                                       X
•Android                                             X
•Other

Events                                               X

Social media                                         X




                                                                      17
4. Talent



Budget         Carve out % of       Secure funds for   Dedicate budget $
               existing resources   trial product
Organization   Status quo           Revise ownership   Create
                                    structure          heavyweight team
                                                       structure
Publishing     Use as is; acquire   Modify, acquire    Modify, acquire
               ltd. add’l.
               software/licenses
Talent         Train and/or         Train              Train and hire
               outsource



                                                                         18
4. Talent: Needed skills and talent
                                                                                                  Skill not on staff


    Deliverable             Medium           Responsibilities               Skills           Best Performed by
Questionnaire         Survey Monkey        Compose questions        •Domain knowledge        Mary T.
                                                                    •Ability to format q’s
                                                                    (open-ended, yes/no,
                                                                    multiple choice)

                      Excel, SAS           Analyze findings         •Familiarity with        Joe S., Ellen Q.,
                                                                    software                 Ramesh S., Tanya H.
                                                                    •Data analysis
                                                                    •Statistics

Presentations         PowerPoint, Excel,   •Create visual reports   •Identify “a-ha’s” in    Former consultants,
                      CMS                  on key findings &        data                     analysts and others
                                           implications             •Create narrative        with MBA
                                                                    from data
                                                                    •Display data visually
                                                                    (Excel)

Data visualizations   InDesign GS3,        •Identify patterns,      •Data analysis           Designer with data
                      Photoshop            findings                 •Graphic design          viz. specialty
                                           •Display data in
                                           visually compelling
                                           way

Video interviews      Video, Brightcove    •Draft questions         •TV presence             TV journalists
                                           •Conduct interview       •Create compelling
                                           •Edit final version      narrative in visual                           19
                                                                    medium
4. Enhancement options

            Deliverables                Pros                    Cons
    Train                  •Skill stays in-house   •Time consuming

    Hire                   •Fresh perspective      •Expensive

    Outsource              •Needed skill           •Skills depart at end of project
                                                   •Unfamiliarity with internal
                                                   systems




                                                                                      20
4. Talent: Sourcing skills and talent

  Deliverable      Train   Hire   Outsource   Estimated Cost        Source
Presentations       X                            $10,000       Presentation
                                                               skills consultant
Data                        X        X         •$70,000/yr.    •Data viz.
visualizations                                   •$100/hr.     designer
                                                               •Freelancer
Video interviews    X                             $5,000       Media training
                                                               consultant




                                                                                21
5. Summary



Budget         Carve out % of       Secure funds for   Dedicate budget $
               existing resources   trial product
Organization   Status quo           Revise ownership   Create
                                    structure          heavyweight team
                                                       structure
Publishing     Use as is; acquire   Modify, acquire    Modify, acquire
               ltd. add’l.
               software/licenses
Talent         Train and/or         Train              Train and hire
               outsource


                                                                         22
5. Check list
Budget
     1.   What percentage of team’s time should be dedicated to experiment?
     2.   Are there funds available (trial, reallocated)?
     3.   Is there a clearly-defined innovation process (what document to use, committee members, approval
          criteria)?
       4. What metrics will be used to assess each phase? What determines whether to go to next phase? Who will
          decide?
Organization
       1. Does owner have authority across publications to make sure everyone “plays nice”?
       2. Is there duplication of resources? What kind? Where?
       3. Given the scale and urgency of a mobile project, which is the best team structure to use (functional,
          lightweight, heavyweight, autonomous)?
Publishing
       1. How much of system currently is automated?
       2. What changes/purchases need to be made to produce mobile content?
       3. Is the same CMS used for print and digital?
Talent
       1. Is there broad understanding of pros/cons of training, outsourcing and hiring? Is there general alignment on
          which to pursue when?
       2. Are content producers expected to work across all media types?



                                                                                                                   23
Contact Information

                  Teri Mendelsohn
             Mendelsohn Consulting, Inc.
                320 Central Park West
                 New York, NY 10025
                    917.603.3987
            Teri@mendelsohnconsulting.net
            www.mendelsohnconsulting.net




                                            24

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Mobile's Impact on Workflow and Talent

  • 1. PDMA Product Camp 2012 The Impact of Mobile and Social Media on Workflow and Talent Teri Mendelsohn Mendelsohn Consulting, Inc.
  • 2. Data “iPads are outselling desktop PCs…. Apple reported 15.4 million iPads sold in 4Q11.” “That doesn’t even take smartphones in account – Apple sold 37 million iPhones during the quarter, too. Add Android phones into the mix and Windows probably made up less than 50% of all Internet connected devices sold in the last quarter of 2011.” “Another way of looking at it: the iPad is now equal to 17% of the overall PC market, which Gartner pegged at 92.2 million units in the last quarter of 2012. In June, it was 11%. A year ago, it was 7%” --Matt Rosoff SAI Business Insider Jan. 24, 2012 2
  • 3. Data Source: Morgan Stanley Blue Paper, “Tablet Demand and Disruption: Mobile Users Come of Age,” Feb. 14, 2011. 3
  • 4. Data Source: “BII REPORT: How Content Is Being Consumed On Mobile Devices,” Business Insider, Sept. 25, 20212.
  • 5. Data: Industries that will lead mobile payments Source: Heather Leonard, “BII MOBILE INSIGHTS: How Mobile Will Change Business,” Sept. 26, 2012, http://www.businessinsider.com/bii-mobile-insights-how-mobile-will-change-business2-2012-9
  • 6. Agenda 1. Budget – Are there funds available to support a mobile initiative? What is the new product development process? What features, functions and content should be included? 2. Organization – Is the current organizational structure conducive to creating mobile and social offerings? 3. Publishing – Can I use or augment my existing streams or do I need new ones? 4. Talent – Do I have the talent I need? If not, should I hire or outsource or train? 5. Summary 6
  • 7. 1. Budget Budget Carve out % of Secure funds for Dedicate budget $ existing resources trial product 7
  • 8. 1. Budget: Innovation process Ideas submitted Ideas to innovation Trials Number screened committee funded of ventures Approve Approve Approve •Redlight •Redlight •Redlight •Revise •Revise •Revise •Greenlight •Greenlight •Greenlight 8
  • 9. 1. Budget: Prioritizing Illustrative 5-High (high impact; difficult) 1-Low (low impact; easy) Ease of Design- Implement Opportunity Impact Contracting Spec’ing ing -ing Total A 5 0 0 1 0 1 B 5 0 2 1 2 5 C 5 0 2 1 2 5 D 5 0 2 1 2 5 E 5 0 2 2 2 6 F 5 0 3 2 3 8 9
  • 10. 2. Organization Budget Carve out % of Secure funds for Dedicate budget $ existing resources trial product Organization Status quo Revise ownership Create structure heavyweight team structure 10
  • 11. 2. Organization: Common Structure results in silos …and duplicate resources 11
  • 12. 2. Organization: Recommended Has breadth of authority to make everyone work together Supports & trains but does not produce content Play to strengths but required to produce all media types 12
  • 13. 2. Organization: Team structures • Functional (traditional) – Team members work under different functional managers; projects evolve in serial fashion as tasks pass from one function to next • Lightweight – Heightened degree of coordination due to “administrative” oversight; similar to functional team • Heavyweight – Core team members are representative of their functions on integrated development team • Autonomous – Team members are co-located and answer only to heavyweight project manager; team has extreme latitude to devise solutions to problems it has responsibility for Source: E. Smith & S.C. Wheelwright, “The New Product Development Imperative.” (Boston: Harvard Business School Publishing, 1999, rev. 2001). 13
  • 14. 3. Publishing Budget Carve out % of Secure funds for Dedicate budget $ existing resources trial product Organization Status quo Revise ownership Create structure heavyweight team structure Publishing Use as is; acquire Modify, acquire Modify, acquire ltd. add’l. software/licenses 14
  • 15. 3. Publishing: Content Illustrative Existing Platform Use As Is Modify Needed Notes Images X •Photos •Charts, tables, graphs •Maps Text X •Articles (short, daily/weekly) •Reports (long, monthly) •Blogs (short, daily) Video •Live X •Streaming X •YouTube X Audio X •Live •Streaming •Podcasts 15
  • 16. 3. Publishing: Content Illustrative Existing Platform Use As Is Modify Needed Notes Events X Presentations (PPTs) X Social media X •Twitter •Facebook •LinkedIn •Google+ 16
  • 17. 3. Publishing: Platform Illustrative Existing Platform Use As Is Modify Needed Notes Print X Web X Mobile •iPhone X •iPad X •Android X •Other Events X Social media X 17
  • 18. 4. Talent Budget Carve out % of Secure funds for Dedicate budget $ existing resources trial product Organization Status quo Revise ownership Create structure heavyweight team structure Publishing Use as is; acquire Modify, acquire Modify, acquire ltd. add’l. software/licenses Talent Train and/or Train Train and hire outsource 18
  • 19. 4. Talent: Needed skills and talent Skill not on staff Deliverable Medium Responsibilities Skills Best Performed by Questionnaire Survey Monkey Compose questions •Domain knowledge Mary T. •Ability to format q’s (open-ended, yes/no, multiple choice) Excel, SAS Analyze findings •Familiarity with Joe S., Ellen Q., software Ramesh S., Tanya H. •Data analysis •Statistics Presentations PowerPoint, Excel, •Create visual reports •Identify “a-ha’s” in Former consultants, CMS on key findings & data analysts and others implications •Create narrative with MBA from data •Display data visually (Excel) Data visualizations InDesign GS3, •Identify patterns, •Data analysis Designer with data Photoshop findings •Graphic design viz. specialty •Display data in visually compelling way Video interviews Video, Brightcove •Draft questions •TV presence TV journalists •Conduct interview •Create compelling •Edit final version narrative in visual 19 medium
  • 20. 4. Enhancement options Deliverables Pros Cons Train •Skill stays in-house •Time consuming Hire •Fresh perspective •Expensive Outsource •Needed skill •Skills depart at end of project •Unfamiliarity with internal systems 20
  • 21. 4. Talent: Sourcing skills and talent Deliverable Train Hire Outsource Estimated Cost Source Presentations X $10,000 Presentation skills consultant Data X X •$70,000/yr. •Data viz. visualizations •$100/hr. designer •Freelancer Video interviews X $5,000 Media training consultant 21
  • 22. 5. Summary Budget Carve out % of Secure funds for Dedicate budget $ existing resources trial product Organization Status quo Revise ownership Create structure heavyweight team structure Publishing Use as is; acquire Modify, acquire Modify, acquire ltd. add’l. software/licenses Talent Train and/or Train Train and hire outsource 22
  • 23. 5. Check list Budget 1. What percentage of team’s time should be dedicated to experiment? 2. Are there funds available (trial, reallocated)? 3. Is there a clearly-defined innovation process (what document to use, committee members, approval criteria)? 4. What metrics will be used to assess each phase? What determines whether to go to next phase? Who will decide? Organization 1. Does owner have authority across publications to make sure everyone “plays nice”? 2. Is there duplication of resources? What kind? Where? 3. Given the scale and urgency of a mobile project, which is the best team structure to use (functional, lightweight, heavyweight, autonomous)? Publishing 1. How much of system currently is automated? 2. What changes/purchases need to be made to produce mobile content? 3. Is the same CMS used for print and digital? Talent 1. Is there broad understanding of pros/cons of training, outsourcing and hiring? Is there general alignment on which to pursue when? 2. Are content producers expected to work across all media types? 23
  • 24. Contact Information Teri Mendelsohn Mendelsohn Consulting, Inc. 320 Central Park West New York, NY 10025 917.603.3987 Teri@mendelsohnconsulting.net www.mendelsohnconsulting.net 24