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Helen Chen

Spring 2019 Meeting Notes

Posted by Helen Chen May 16, 2019


Tim Davis, Director of Customer Marketing Introduction

  • Focused on Communications
  • Been with Aurea about a year and a half


Joey Levi

  • Been with Jive for 8 years
  • Sales Engineer/ Solutions Architect
  • Based in NYC
  • Expanding focus into new apps such as Alerts and CX


Gary Lungarini

  • Computer Sciences - 13 years running their internal and external communities
  • Joined social edge as a strategist
  • Provides strategy and dev service


Emily Gullickson

  • Knowledge Manager Product Manager
  • Managing multiple products


Helen Chen

  • Internal community manager for Carbon Black
  • Have managed both internal and external communities



Product Road Map

  • Slides from Business Review slides.
  • Software design priorities to fix performance and reduce bugs
    • AWS operating system of the future
    • PeopleGraph layer enables connecting content via other meta data
    • Amazon video services
    • Semantic search to improve finding content, so that users are less frustrated


Jive is putting people at the center

  • PeopleGraph
    • Connect
    • Discover
      • Community control over density of content they are notified about
    • Collaborate


Mobile First

  • Jive Daily current app
  • Now, browser becomes part of the design standard
  • Will have multiple apps for different audiences
    • Approvals, notifications, moderation, creating groups, search
    • Joey will check into admin functionality


Innovation Roadmap

  • New search H2 2019 includes semantic search so AWS will also find Amazon Web Services
  • Premium Video H1 2020 - don't know if this is an additional fee


Professional Solutions: Unlimited Solutions

Example: Enhanced Employee On boarding as a customized new employee process tying together tasks and activity on different platforms.


Smart Corporate Notifications:

  • Selective audience
  • Can require actions call-back, click through to confirm receipt


Campaign Manager:

  • Enables easy creation of newsletters targeting specific audiences with a targeted


Helen notes that Jive should be actively and openly pulling in customers and partners to give input into the future vision

  • Community manager customers are in using the platform and have input to pain points
  • Partners like Social Edge have been adding functionality like the template collection that should be the standard of design


Upcoming Jive blog posts

sbrighton on roadmap and vision

XMaskuli continuing the search blog series



Discussion on managing different community platforms within organizations

  • Different users have different styles and prefer to consume information in different ways
    • Emily shares article from HBR The Power of Hidden Teams as an example of the organizational challenge that we are using Jive to fix.
  • need to be able to control easily and to be able to prioritize content in groups
    • One current work-around it to push content above the activity feed on the new page
    • Emily personalizes this content welcoming by username to better engage the user


Suggestions to give users more control on what types of content they are show

  • Were you shown this content (agree, remove)
  • Aability for user to tailor tile (superuser move, but could be really useful)
  • Box integration from Emily
  • Flexibility on how users consume content, Slack as an example of a different content flow/engagement pattern


Admin need to

  • Bbe able to log in as user to troubleshoot (common function in other enterprise apps)
  • Option to automatically change content ownership from users who have left to someone else such as manager (common function in other enterprise apps)
  • Ddelegate access for ghost publishing


Thanks again to everyone for attending, to Timothy Davis for sponsoring and jlevi for presentation and leading the discussion about the Jive Roadmap!

On Wednesday 5/15, Carbon Black will host the Boston area Jive User Group meet-up.  We are conveniently located off of route 95/128, so please do join us between 2:00-4:30, with Happy Hour afterwards at a local pub.


The format is unconference style, so you can bring your questions to the meeting or add your thoughts as a comment below so you don't forget.  I am looking forward to another great afternoon of community conversation!


See you there!


Too Many (Social) Lines

Posted by Toby Metcalf Mar 14, 2016

It is often said that less is more and when it comes to social media, I agree 100%.  All too often, companies believe the more (social) lines they have in the water, the better their reach; wrong.

Imagine you on the water in search of that elusive trout, tuna, or other trophy fish: the more lines you have in the water, the greater the chance of a bite.  Yes, line volume may create more opportunities, but how many lines can you successfully handle at one time?  It is better to manage one or two very well than many poorly: hooking the fish is one thing, but the goal is to land them.

Social media channels are your lines: the ways to reach and connect with your customers.  How many channels can you stock with relevant content, monitor for activity, and really respond to?  Too many channels that have stale content or go unmonitored will ultimately hurt your efforts.  It is best to use social media channels as a rod and reel rather than a net.  Understand what channels your customers use, how many you can effectively manage, and master those.  Too many lines and you may lose that big fish.


I look forward to your comments.



Twitter My Way

Posted by Toby Metcalf Jun 6, 2014

I love Twitter.  Not only is it your ever-updating news service, it is one of the most powerful SEO and Marketing tools available.  If you believe Twitter only tells you what people had for lunch, get ready to learn something. These are 4 ways I use my 140 characters.


We all love to consume information and the internet provides a most awesome buffet. By following authors, columnists, bloggers, public figures, etc – the content comes to you and is always updating in real time. In short, twitter can be your personal library or newsstand. All this data is difficult to manage: utilize hashtags and lists to search for and sort information quickly. A Dashboard like Hootsuite allows you to digest the data by sorting it into multiple columns. Your dashboard gives you a snapshot of data: who is talking about you, who is talking about your company, what are the latest news stories, etc – all continuously and immediately updated.


It is as easy to share data as it is to consume it via twitter; don’t keep all the good stuff to yourself. If you read a tweet you find interesting, retweet it so your followers can enjoy it too. Maybe you visit a website or wish to share your latest blog, take the URL and tweet it. Sharing through Hootsuite or Buffer make this easy by allowing you to schedule tweets ahead of time as well as automatically shortening the URL so it can fit within the 140 character limit and help you track the activity on your link.

This is the best part of Social – engagement. The days of pushing information without conversation are gone. Twitter gives your customers an in-road to you, don’t be afraid of it: listen to what they say and respond. Reply directly and thank those who retweet your content and them know you like what they are tweeting.  Ask and answer questions – Twitter is an ocean of thought leaders no matter the subject.

Social conversations, called TweetChats are virtual Town Hall conversations that cover topics from cooking to customer service. Idea-share, focus groups, and feedback sessions: it’s all about conversation. Utilizing a tool called Tweetchat makes it easy to follow and participate in the conversation.


Sharing information or engaging others promotes yourself and your organization. People can see who shares what and the twitterverse responds favorably to those they like; if your followers find your content interesting, they may also research what company employs such an interesting person.

It is fine to talk about yourself or your brand, but don’t brag or over promote.


I hope you were able to take away something new – I look forward to your comments, questions, and feedback.  Please let me know if I can help you with your Social Media







Regardless of you role or years of experience, it is always good to gather new ideas and perspective.  For my fellow Community Managers, I believe this will be that new perspective.  Imagine Dalton not as a cooler, but a Community Manager - here are some great words of advice to help you with your community and the important job you do.




"Be Nice"

A Community Manager's job is to build relationships, listen to and help community members, and steer discussions; all while staying positive.  It is fine to set standards and be firm, but be nice.  Make your positivity contagious.


"Nobody ever wins a fight"

It can feel good to get the best of a troll, but there will always be another.  Never get caught up in the anger of someone who only seeks to throw bombs or attack others - delete the post, block the troll, and move on. Community members look to you to set the tone: if you are rude and attack others, they will too.


"I want you to remember that it's a job. It's nothing personal"

Never let a troll get the best of you by getting into your head.  No matter the community, members will have opinions about the way do do a job or solve a problem: as the Community Manager, it is your responsibility to see that conversations stay on track and remain professional.  Stay on topic and NEVER let a discussion become an argument.


"People who really want to have a good time won't come to slaughterhouse"

No matter your community: business / hobby, internal / external - members join to learn from one another, to share best practices, and help each other solve problems.  No one wants to read personal rants or get attacked for their opinions: a bad environment will not only hinder discussion, it WILL destroy your membership.


Be fair, Be firm, Be nice

I welcome your comments.





Slow Down to Move Faster

Posted by Toby Metcalf May 21, 2014



Have you ever clicked "send" and realized there was an error in your memo or an important thought or call to action was left out of your email?  These mistakes can move you further away from your goals rather than closer to them.


"I'm under the gun."  "I want to be first to market."  "I need to beat my competition to the punch."  All of these things show passion and drive, but without planning and attention to detail, your message will be lost.


A quick, but funny example:

"Aoccdrnig to a rscheearch at Cmabrigde Uinervtisy, it deosn't mttaer in waht oredr the ltteers in a wrod are, the olny iprmoetnt tihng is taht the frist and lsat ltteer be at the rghit pclae. The rset can be a toatl mses and you can sitll raed it wouthit porbelm. Tihs is bcuseae the huamn mnid deos not raed ervey lteter by istlef, but the wrod as a wlohe."

Programs can identify spelling, grammar, and punctuation errors, but they cannot help you with the clarity and flow of your message.   Just like spelling, your objective and message are clear in your head and this may result in missed errors when proofreading; it is imperative you have clearly communicated your thoughts and calls to action to your audience.


You are busy, your team is busy - your boss and potential clients are certainly busy.  Do not waste their valuable time or lose that opportunity because you had such desire to be heard or first to their inbox.


Slow down to move faster


Boston Unconference 8.15

Posted by KirstenL Aug 15, 2013

I will be live blogging the bostonunconference hosted at fidelityinvestments.

Thursday, August 15th - 4:45PM


After a casual mingling full of hand shaking, mispronouncing of names, and 'what do you do?'ing, we were ready to get the ball rolling. starts us off...




Fidelity's internal social platform is called ribbit.   Essential pieces of the re-branding was the logo and theme as well as The Frog (Ribbit's official mascot who has a profile on the platform and interacts with users).


     Question: If you play on the social and make things fun and kitschy, does it effect how people view the platform - does social=nonworkappropriate?  How do you balance fun and approachable with corporate?




Personas and Use Cases - defining the WHO is going to be using the platform and HOW they are going to be using it will help shape the way the platform is designed and marketed.  This effects training and education, priorities for features and functionality, and communications materials and campaigns.


     Question: How does the social platform play with more official corporate intranets?

     Answer: For now, they run in parallel and functionality within the social platform are built to meet user needs.  Profiles, for example, include the official intranet information along with more      social aspects of multiple photos, bios, expertise, etc.




If you build it they will come... but then what?  Design and branding has a huge impact on incentivising specific features and functionality to help shape the way that people use the platform.  Subtle visual cues like buttons, color contrast, and page organization can help influence the user experience and reduce distractions on the page.


     Key Tip: Usability studies are very important when designing for a page.  And don't just listen to the users - if you can watch them using the platform as well, SEE and HEAR how they're using  the tool and where the sticking points may be.


mrudski swoops in to tell the Fidelity/Jive story...  Fidelity started with the first iteration of Jive and has grown and evolved through the years and through the versions, moving from Jive 4 to Jive 6 with an upgrade and overall rebranding at the end of June this year (2013).   [kategoodyear and KirstenL had some helpful things to say as well.]



VIRTUAL WHITEBOARD: Follow up Questions for Breakout Sessions
  • How to balance 'social' and 'business'
  • Designing and customizing with upgrades in mind
  • How social platforms 'play' with corporate intranets
  • Driving and inviting executive support
  • Who is involved in supporting the care and feeding of social
  • Community Management - what it is, why it's essential, and how to make the most of it
  • Metrics and measurement; quantitative and subjective
  • External storage
  • SharePoint integration


5:30 - Aaaaand we're back! 

mark.weitzel unsurprisingly starts off with a way-funnier-in-his-head joke playing off of Who's on First to find out who in the crowd is on which version of Jive. 

purposeful_places - in cloud now and in Jive 7 - with stream integrations (ex. chatter Stream in salesforce and tiles ("a set presentation with synchronous data")

"The more information that comes in, the more valuable this starts to become." - Mark Weitzel

We all watch attentively as Mark gives us a DEMO of a deal_room - Jive integration with Sales Force... (Hoping it will work better than his demo attempt at the raleighunconference).

A quick discussion of Jive's integration of jira lead to Mark and Marc's (accurate and wonderful) defense of integrations: Some if not most of activities that are occuring elsewhere need that social component where they can interact with the content; Even though the content may have originated from a different system, they become searchable and have social actions.  "You have the full context."

streamonce - bidirectional commenting - a "backbone" that Jive hosts to pump streams into Jive and allow for deeper reaching social actions.

Talking apps and apis -- "if the UI does it, there's a really good chance that you can do that through the api" (Note the subtle addition of the loophole lawyer phrasing just in case it ever doesn't quite work.)  Apps provide very close, contextual experiences with these interactions.

"It's just all right here for me.  It's a very, very powerful way to interact with these systems." - Mark Weitzel


jiveanywhere - (Now an sdk available.) URL recognition, driven by cartridges, and open so that folks can build their own cartridges.  Creating an easy way to collaborate around systems.

mrudski shares a gem of an insight regarding use cases for JiveAnywhere, adding that it provides a lot of great opportunities for Jive to interact with existing applications within the organization to add social content to static or silo'd workflows


"One last thing" says Mark... (he has been talking for 30 minutes...)


props - recognizing your peers with virtual kudos beyond just words: gamification gets you badges! (We don't need no stinking badges!)  --> Connecting props to badges and gameification allows for measurement by HR and management



6:15 - Breakout Sessions! (Live blogging will pause so I can get involved and use my hands to gesticulate)

Fidelity's example of a customized create menu (horizontal to get all the options above the fold and descriptions written in plain English to clear up the differences among the content types)



Many wonderful conversations were occurring during the breakout sessions between 6:15 and 7:30, when the conversations began to evolve from strategy and best practices to puppies and other hilarious anecdotes, and I cannot possibly capture them all here.  I hope that the conversations continue on this platform and throughout this community.


But it was a great session and we are so lucky to have been able to host it at Fidelity.  Here's to the next one!!!


Happy Collaborating!