Monthly Archives: January 2011

My new job.

I am so immensely pleased to announce my new job (but don’t worry, it’s still at Vancity).

I am now the Director, Digital & Community Engagement, accountable for engaging members, employees and the people in their communities to understand their co-operative impact, strengthen loyalty and affinity, and develop relationships within our communities. My mandate includes overseeing community grants, sponsorships and events, social media, mobile and digital engagement, online banking, and the intranet.

Needless to say, I’m pretty stoked, and I NEVER say “stoked”!

Anyone who knows me knows that I have a special relationship with the organization I work for. Almost eight years ago, when my wife Amy and I moved back to Vancouver from Los Angeles, we knew that we wanted to deal with Vancity. I have no idea how we knew that, but we somehow just knew that it represented an investment into community that was different from other financial institutions.

I had never belonged to a credit union before – as a kid I dealt with TD and Royal Bank, and in the States I banked at Seafirst and then Washington Mutual. I’m not sure I even knew what a credit union was, but I knew that Vancity was a place where my money could do different things for my family and the community I was so excited to come back to.

Then, a couple of years later it occurred to me that I should work there. I started on a three month contract in 2005 – in what was then the Interactive Services team – and my career would never be the same. I connect with the place – I understand the brand, the co-operative roots, I get how money can be invested back into local community impact rather than private shareholders (in fact, 30% of net profits are reinvested back into members and their communities every year).

And in 2008 I was promoted to head up the new Web Engagement & Banking Team, overseeing online banking, the Intranet and social media. I work with a great team, and we do amazing things, and now we get to do a whole hell of a lot more.

My new team will continue doing all the things we have been doing, but several staff who currently run a whole slew of real-world (gasp) community activities will join us. We will be engaging community through digital tools – my bread and butter – but I will also be overseeing community grants, sponsorships and events.

So, why this combination of activities into one department? It’s a question I’ve been thinking about a lot lately. A lot of members, and even staff, know Vancity does amazing and brave things to support community, but they don’t know the specifics. Frankly, we haven’t done a good enough job of communicating all that we do to help communities thrive and prosper. Bringing together these tools and activities means that we can use our new intranet to engage staff, and our website, ChangeEverything.ca and other digital tools to engage members so they all understand what we do to support community – their own communities and their own neighbourhoods.

For me it’s a bit of a dream come true, because these activities get to the heart of why my wife and I joined Vancity as members, and why I threw my resume over the wall five years ago to try and get a job there in the first place. I’m now a little closer to the organization’s vision of Redefining Wealth, and get to draw more fully on the lessons I learned from touring the co-operative sector in Bologna.

So, 2011 is looking like a pretty exciting year, full of opportunities to learn new skills, get involved with new areas of the financial co-operative, and enable our staff, our members and the people in their communities to engage with the organization. We can help them better understand that people pooling their money together can create impact that can make our lives, and our neighbours’ lives, better.

The value of an Intranet.

On November 30th, we launched a new Intranet for Vancity staff. It was an initiative we started a year and a half earlier, and some people on my team had been talking about this upgrade for three years.

Vancity Intranet Screenshot

In the summer of 2009, with our partners in IT, we selected a local web and Intranet design and development company, Habañero as our partner to build a business case for a new Intranet. In my mind there was one main reason for tossing out our old Intranet and launching a new one: Improved ability to find information and people.

My boss refers to our old Intranet as “arthritic”, and it definitely kept our employees from finding the information they needed to do their job, as well as subject matter experts across the organization, quickly and easily.

Habeñero has been a great partner for us, and I was very happy to be able to work with them. They have written a case study of the project where you can see more details about the project as well as some screenshots.

In our research for the business case, we identified front-line staff as the main priority for our work. Their need to get information quickly so they can serve our members more accurately and efficiently trumped all other reasons for funding this work. We kept that priority in mind through every decision and challenge.

This was not a member-facing project, and yet our members were the main driver of this work. And search was the main way to achieve this – on Intranets many times employees know the document or policy or procedure they need to get their job done, and search for it directly. Search is King.

We also completely trashed our old navigation structure, which was convenient for content publishers, but not for content consumers. If every time someone publishes content it takes them a couple of extra minutes to decide where to put it to make it most logically findable, they will make the thousands of times people need to find that content easier and quicker. The business rationale is self-explanatory.

So we focused the navigation on serving members and everything else was secondary. Information that was scattered through different sections of the old Intranet was brought together in a single section designed specifically for front-line staff. We called that section simply Serving Members and it contains product information, tools, policies and procedures, rates, in-market information, and more.

We also needed to make it easier to find subject matter experts throughout the organization. Lets say a member in a branch has a question that is slightly esoteric or unusual, the employee helping them needs to be able to easily find a product manager in head office who might know the answer without wasting a lot of the employee’s or the member’s time.

For me, an exciting opportunity to further this goal was introducing social media within the organization so that the network of employees could be strengthened and enabled to connect in new ways.

When we wrote the business case, there wasn’t a tremendous interest in the social media aspects of an Intranet, so we took a bit of a Trojan Horse approach. We’d create the business case and build the new Intranet to achieve the business goals without compromise (finding information and subject matter experts quickly), and also quietly build in social media for employees knowing that this was something we needed to provide to the organization, even though most weren’t (yet) asking for it.

For an organization like Vancity that has a mission and attracts employees who care about that mission, creating a space where employees have voice, can share stories and comment on each other’s work is critical. It recognizes that our staff need to connect to do their work better and feel greater affinity for their employer. It is also a strong signal that we are modernizing our approach, and staying current.

Our partners in IT selected Microsoft SharePoint as our platform, which at first caused me some angst. The open source, Mac-tastic guy I am just didn’t buy it. But it wasn’t my call so I accepted it and moved on. But in the intervening months SharePoint 2010 was released and it is a major step forward. Microsoft has embraced social media in this new release and it is surprisingly good. We were lucky to be able to launch on this brand new platform so we don’t have to worry about an upgrade for a while, and we get all the new toys and bells and whistles.

And in the months of working to launch the Portal, a nice shift took place. People in the organization have become more open to, and even excited about, the social media features of the Intranet. It has gone mainstream. The My Site feature, like a LinkedIn or Facebook profile page for every staff member, has been widely embraced.

So our open approach to social media has paid off. Almost every page allows commenting, rating and tagging. We wrote good, simple community guidelines for our employees, and focused on launch adoption (including a kick-ass promotional video for employees by Vancouver-based Giant Ant) to prepare people for what was to come. It has been a major change, and one that will be good for the culture. Introducing social media within the organization will have profound implications on our ability to harness social media and engagement marketing as an organization, I am sure.

And a great thing happened starting on day one. People across the company started commenting on stories. Employees whom I’m sure have never commented on a blog before are commenting on articles about things happening at Vancity, and content authors are responding. As Jane in our Communications team says, “We’ve gone two-way, baby!”

There’s lots left to do. Some things we just got wrong and need to fix, some enhancements we couldn’t do for launch, a strong focus on governance. But it feels great to have it out there. It looks great, and provides a whole new way we as employees can get vital information we need to do our jobs, connect, collaborate and learn about each other and the organization we work for.

So little to say.

I have never let so much time go by without writing a blog post. Since Twitter came along, my output has definitely slowed down, even though I don’t tweet a whole heck of a lot. But lately I just haven’t had a lot to say.

My last post, about two open positions at Vancity’s AoR, Wasserman + Partners is so old, both positions have long since been filled. I write when I have something to say that requires the length of a blog post to get across, and it’s usually the result of some deep exploration I’m going through and want to discuss with all of you via my blog.

So the most troublesome thing about not blogging is that it seems clear that I haven’t been in exploring mode. Which is true. I have been in operations mode, which is far less conducive to philosophical questioning.

The main thing that took my focus in 2010 was the launching of a new intranet at Vancity, which brings social media inside the organization and creates an online network of our ~2,300 employees. That was major, and I’m very proud of the results, but it didn’t provoke much blogging.

So my personal wish for 2011 is that I am in a more philosophical, discovering mood and can use my blog as a vehicle for exploration.

Stay tuned.