Gartner
Portals, Content & Collaboration
Summit 2013
April 29 – May 1
San Diego, CA
gartner.com/us/pcc
CREATING EXCEPTIONAL USER EXPERIENCES ADVANCING SOCIAL COLLABORATION
EXPLOITING UNSTRUCTURED CONTENT MIGRATING TO MOBILE APPLICATIONS OPTIMIZING SHAREPOINT
HOT TOPICS
Engage at the Nexus of Social, Mobile, Information and Cloud
Exceeding expectations with every engagement
The nexus of forces — the convergence of social, mobile, information and the cloud — is revolutionizing
the way we interact with employees, customers and constituents.
At Gartner Portals, Content & Collaboration Summit 2013, April 29 – May 1, in San Diego, CA, we’ll paint a comprehensive picture of what’s changed and what’s ahead, and give you the tools, insights and best practices to deliver exceptional user experiences. You’ll get pragmatic essentials, such as optimizing SharePoint, deriving business value out of unstructured content and crafting new practices to make social and mobile more secure. You’ll also get big-picture thinking about portal innovations, as well as help in making customers and constituents want to use social collaboration and in migrating to mobile platforms. Join us to modernize what you’ve got, understand what’s ahead, deliver exceptional user experiences and transform your workplace.
New year — New reasons to attend
• New venue and location: Manchester Grand Hyatt, San Diego, CA
• Pervading focus on how the nexus of forces is revolutionizing the portals, content and collaboration space
• Fascinating keynotes with UX expert Don Norman and business visionary and artist Erik Wahl
• All-new workshops, clinics, debates, Gartner Magic Quadrants, speed networking sessions … even a Gartner analyst “show and tell”
• Real-world case studies of innovations and best practices covering user experience, content management, collaboration and mobility
GarTNEr PrEdICTS By 2014, refusing to
communicate with customers via social channels will be as harmful as ignoring emails or phone calls is today.
By 2014, Apple will be as accepted by enterprise IT as Microsoft.
3
Engage at the Nexus of Social, Mobile, Information and Cloud
Excellent. Learned
a lot of valuable
things. Many thought-
provoking ideas.
Now just need to
do something with
all this info!
Cindy Paul
Vice President, Director of Global Enterprise Technology Leo Burnett
2012 PCC summit attendee
The year’s most valuable conference for all
topics critical to employee, customer and
constituent engagement
Discover new thinking, not found anywhere else
Our conference agenda delivers original, just-released research on today’s hottest topics. Get ready to experience an “aha” moment that deepens your understanding and takes you to the next level of engagement.
Experience dynamic learning
The real value of Gartner summits is not just what you learn but how you learn it. Designed to meet your experience level and information needs, our summits offer a variety of dynamic, interactive formats: tutorials, analyst-user roundtables, workshops, Gartner analyst and guest keynotes, facilitated networking opportunities and more.
Build and expand your network
Interact with your peers from the world’s leading organizations. Networking is the single most effective way to make new contacts, learn from others and validate your plans against what your peers are doing.
Leverage our analyst research
Our 890 analysts publish thousands of pages of original, unbiased research annually and engage in 319,000 one-to-one client interactions each year. Access their knowledge and expertise on-site and be sure to book time with them in private, 30-minute analyst consultations.
4 Keynote Sessions 5 Meet the Analysts 6 Agenda Tracks 7 Session Descriptions 8 Agenda at a Glance 14 Solution Showcase 15 Registration and Pricing
KEYNOTE SESSIONS
Guest keynotes
Engage at the Nexus of Social, Mobile, Information and Cloud The forces reshaping computing are keenly felt at the heart of this conference. Together, social, mobile, content and the cloud force enterprises to rethink how they communicate with and serve employees, customers and constituents. Get a sense of technology’s future as we look at the nexus of forces.
Your Engagement action Plan for the Next 12 Months
After a whirlwind three days, an ensemble of Gartner analysts will send you on your way with key recommendations and action plans for optimal engagements during the next 12 months. We highlight key recommendations you may have missed in other sessions throughout the conference. The result: a straightforward, bulleted road map for how to leverage the nexus of forces to optimize your engagements with and among employees, customers and constituents.
Gartner keynotes
Chris Howard Managing Vice President don Norman Cofounder, The Nielsen Norman Group, Best-Selling Author Erik Wahl Graffiti Artist, Author, Entrepreneur and PhilanthropistEmotional design: Total User Experience
It’s all about emotion. To the scientist, emotion has many complex facets. Don Norman shows how emotion can be treated as three different components, each having very different implications for design, for business and for your customers. The visceral level is innate and common across cultures. The behavioral level is learned and different for everyone. Reflection, the highest level, is all about image and memory. Perform badly here, and it can take years to recover.
The art of Vision
As the business landscape changes, leaders must foster a steady stream of disruptive strategies and unexpected solutions to stay ahead. To thrive, executives and entrepreneurs need to rethink the habits that have made them successful, and challenge the conventional wisdom and industry models that have defined their world. Through this entertaining keynote, Erik Wahl uncovers new ways to make your organization more creative, innovative and profitable. But, more so, he helps attendees see the need to become better storytellers, both inside and outside the organization.
Private consultations with a Gartner analyst provide targeted, personalized advice to help you plan proactively and invest wisely. Your take-away: actionable solutions that speak specifically to your situation. As a Gartner conference attendee, you are entitled to two private, 30-minute consultations with an analyst of your choice (preregistration required).
MEET ONE-ON-ONE WITH a GarTNEr aNaLYST
Whit andrews Vice President and Distinguished Analyst, Conference Chair
5
MEET THE aNaLYSTS
Tom austin Ian Finley
Whit andrews
Mick
MacComascaigh
Brian Blau Mike Gotta
Mark r. Gilbert
Karen M. Shegda
Matthew W. Cain Chris Howard
Hanns Koehler-Kruener Nikos drakos
Ken Parmelee
Carol rozwell
Gartner analysts draw on the real-life challenges and solutions experienced by clients from 12,400
distinct organizations worldwide.
SOCIaL
MOBILITY
Mark driver Jim Murphy david Mitchell Smith
Gene Phifer andrew Walls
ray Valdes Brian Prentice
USEr ExPErIENCE aNd POrTaLS
CONTENT MaNaGEMENT
By 2016, over
50% of mobile
apps deployed will
be hybrid.
David Mitchell Smith Vice President and Gartner Fellow
By the end of the decade, we
believe cloud email will account
for about 65% of the enterprise
email market.
Tom Austin
Vice President and Gartner Fellow For more information, Gartner clients can reference “The Gartner Position on Cloud Email”
For more information, Gartner clients can reference “Predicts 2013: Mobility Becomes a Broad-Based Ingredient for Change”
User Experience Platforms and Portals
Intuitive and uncluttered software, Web and portal experiences — user experience (UX) — wins in the market. Unfortunately, poor UX design remains the norm for most business application software. The UX platform (UXP), a natural evolution of the venerable portal, will help you create exciting UX for your nexus applications.
• Creating exceptional user experiences • Developing unbound portals
• Understanding the five graphs of the modern Web
• Mobilizing your portal strategy
Governing and Exploiting Content
Fresh opportunities are injecting new life into enterprise content management (ECM) and the way organizations derive value from content. To do this, however, you must effectively govern content usage, understand how best to derive real value from the content “chaos” and hone your strategies to achieve a higher return on information.
• Exploiting unstructured content for business value
• Optimizing SharePoint
• Recognizing and leveraging the unique nature of mobile content
• Getting the best deal for, and most out of, your ECM and WCM systems
Social Collaboration
Collaboration is now mobile, cloud-based, contextual and social. We help business and IT leaders responsible for collaboration and social initiatives to optimize their investments, regain the trust of business stakeholders and engage individuals both inside and outside the organization.
• Getting users to adopt social collaboration
• Creating social media policies and risk mitigation plans
• Harnessing social to drive innovation • Understanding how to profit from
Gen4 collaboration
The Mobile Organization
By year’s end, the number of smartphones and tablets will exceed the number of PCs, yet few organizations are ready for this reality. We examine how mobility will revolutionize how you engage with employees, customers and constituents, heralding a world of opportunity for business and society, but introducing an array of risk and compliance issues, as well.
• Empowering mobile workforces securely • Migrating to mobile platforms
• Managing the ever-widening array of mobile devices
• Evaluating public vs. private app stores, and your next steps
aGENda TraCKS
Hot topics by track
Notable session formats
Analyst-user roundtablesThese topic-driven end-user discussions are moderated by Gartner analysts. Learn what your peers are doing around particular issues and across industries (preregistration required).
End-user case studies
Hear “this is how we made it happen” insight from end-user executives who are enhancing their customer and constituent engagements daily. The latest case study information will be added to the agenda as it’s confirmed at gartner.com/us/pcc.
7
SESSION dESCrIPTIONS
Preconference Sessions
T1. Tutorial: How New Platforms, Channels and deployment Models affect the design of User ExperienceUser experience design has never been more important, nor has it ever been so difficult to master. Compounding the challenge is a host of new platforms, channels and deployment models. We look at how these dynamics are impacting user experience design.
Ray Valdes
N1. Speed Networking: Getting Social With Fellow attendees Attendees get a chance to connect, network and discuss with their peers the issues most relevant to them. After an initial introduction, participants are paired for a quick conversation on mutual topics of interest, then each participant moves on to do the same with someone else. Those pairs who would like to continue their conversations after the session’s finished will have a chance to do so.
Whit Andrews, Nikos Drakos
TraCK a
User Experience Platforms
and Portals
a1. The Five Graphs of the Modern Web
The competitive dynamics of the consumer Internet sector are shaped by five data models. The social graph is the most visible, but others have equivalent power.
Ray Valdes
a2. Panel: designing apps for the Work People really do by Using Information They Need Sounds simple enough: Design your applications for the work people really do, using the information they really need. Truth is, that’s very difficult. We discuss best practices for getting it done.
Brian Blau, Mike Gotta, Brian Prentice
a3. How disruptive Vendors are Threatening Your Incumbent Vendors
The nexus of forces is disrupting the IT industry’s status quo. Some vendors that have best represented and taken advantage of these forces include Apple, Google, Amazon and Facebook. We delve into these disruptive forces, how the disruptive vendors are affecting the established enterprise vendors and how enterprise IT strategies will need to change as a result.
David Mitchell Smith
a4. Case Study: Your Next Intranet — Combining Portal and Social disciplines to Improve Business Processes Companies are using social approaches to improve employee engagement, often utilizing social to enhance or replace existing portal technology. We discuss how companies can use social and portal technologies together to improve business productivity and performance.
Jim Murphy
a5a. To the Point: The Nexus of Forces — driving Innovation The forces of the nexus, which are not easily controlled by IT, are pushing themselves to the forefront of IT spending and evolving quickly. IT organizations must balance security
against access, and continue to meet the expectations of individuals who are more technology-savvy than ever before. IT leaders will need to reconsider — and maybe even rebuild — IT’s capabilities.
David Mitchell Smith
a5b. To the Point: The Modern Web
Web technologies continue to advance rapidly. Innovations like HTML5, HTTP2 and the semantic Web already demand attention, and will soon greatly impact your IT strategies. The challenge is to discern which of these innovations are ready for prime time, and which need more time to mature.
Gene Phifer
a6. Panel: The Secret Life of digital design agencies Digital design firms are becoming central players in UX work, particularly as marketing departments engage with them for customer-facing mobile and Web solutions. Design agencies are nothing like IT organizations when it comes to approach, processes and people. We interview two senior executives from leading design agencies to explore these differences and give attendees a unique insight into this world.
Moderated by Brian Prentice
a7. Open development Inside the Enterprise
We examine what IT leaders can learn from open source, social networking and crowdsourcing trends to build more-agile development teams, and to adopt best practices capable of meeting the demand for IT solutions on “Internet time.”
Mark Driver
aGENda aT a GLaNCE
SUNDAY, APRIL 28
2:30 p.m. Registration
3:00 p.m. T1. Tutorial: How New Platforms, Channels and Deployment Models Affect the Design of User Experience Ray Valdes
4:30 p.m. N1. Speed Networking: Getting Social With Fellow Attendees Whit Andrews, Nikos Drakos
MONDAY, APRIL 29
7:00 a.m. Registration and Attendee Breakfast
8:15 a.m. K1. Gartner Opening Keynote Engaging at the Nexus of Social, Mobile, Information and Cloud Chris Howard, Managing Vice President
9:15 a.m. Networking Break Track a
User Experience Platforms and Portals
Track B
Governing and Exploiting Content Track CSocial Collaboration Track dThe Mobile Organization analyst-User roundtables Workshops, Clinics and Magic Quadrant Theaters
9:45 a.m. A1. The Five Graphs of the Modern Web
Ray Valdes
B1. The New Enterprise Content Management Scenario Mark R. Gilbert
C1. Harnessing the Beast: How to Profit From Gen4 Collaboration Matthew W. Cain, Mike Gotta
D1. The Mobile Scenario Ken Parmelee AUR1. Why an App Isn’t an Application Brian Prentice
AUR2. Selecting and Negotiating the Best WCM System for Your Online Channel Optimization Initiative Mick MacComascaigh
W1. Workshop: Build Development Communities to Build Better Software Mark Driver
(10:00 – 11:30 a.m.) 11:00 a.m. A2. Panel: Designing Apps for the Work People Really
Do by Using Information They Need Brian Blau, Mike Gotta, Brian Prentice
B2. SharePoint 2013: Advancements and Impact on Portals, Content Management and Collaboration
Jim Murphy
C2. Debate: You Say Social Analytics, I Say Big Brother Surveillance Tool Carol Rozwell, Andrew Walls
D2. Case Study: Gone Mobile — Switching From PCs to Devices Ian Finley
AUR3. Getting SharePoint and Enterprise Social Networking Applications to Work Together
Nikos Drakos
AUR4. Best Practices in Mobile Content Strategy and Management
Hanns Koehler-Kruener
12:00 p.m. Attendee Lunch and Solution Showcase Dessert Reception 2:00 p.m. A3. How Disruptive Vendors Are Threatening
Your Incumbent Vendors David Mitchell Smith
B3. Panel: Answers to the Most Common Content Management Questions From Gartner Inquiries
Hanns Koehler-Kruener, Mick MacComascaigh, Karen M. Shegda
C3. Design Considerations for Social Networking Applications Mike Gotta, Carol Rozwell
D3. How Mobile Changes Everything, and What to Do About It Tom Austin
AUR5. How to Conduct Your Own Website Review Ray Valdes
AUR6. Best Practices for Licensing and Deploying Microsoft 365
Matthew W. Cain
MQ1.Magic Quadrant Theater: Mobile Device Management Ken Parmelee
(1:25 – 1:45 p.m.)
W2. Workshop: Your Next Version of SharePoint — In the Cloud or Not? Mark R. Gilbert
(1:30 – 3:00 p.m.) 3:15 p.m. Solution Provider Sessions
4:30 p.m. A4. Case Study: Your Next Intranet — Combining Portal and Social Disciplines to Improve Business Processes Jim Murphy
B4. The Myths and Realities of Mobile Content Management Karen M. Shegda
C4. Disruptive Research From the Gartner Maverick Incubator Tom Austin
D4. Debate: The Enterprise App Store
Ian Finley, Ken Parmelee
AUR7. Lessons of How YouTube Can Inspire Business Value From Video Content Management
Whit Andrews
AUR8. Best Practices for Making Social Work for Your Organization
Carol Rozwell
5:30 p.m. Solution Showcase Reception MQ2. Magic Quadrant Theater: Horizontal Portals
Gene Phifer (5:45 – 6:05 p.m.)
6:20 p.m. MQ3. Magic Quadrant Theater: ECM and WCM
Mick MacComascaigh (6:20 – 6:40 p.m.)
TUESDAY, APRIL 30
7:00 a.m. Registration and Birds of a Feather Networking Breakfast
8:15 a.m. K2. Guest Keynote Emotional Design: Total User Experience Don Norman, Cofounder, The Nielsen Norman Group, Best-Selling Author
9:15 a.m. Networking Break 9:45 a.m. Solution Provider Sessions
11:00 a.m. A5a. To the Point: The Nexus of Forces — Driving Innovation David Mitchell Smith
B5a. To the Point: Generate Customer Loyalty and Reduce Costs With Customer Communications Management Karen M. Shegda
C5a. To the Point: Engagification — Applying Gaming Techniques to Increase Social Adoption
Carol Rozwell
D5a. To the Point: Content to Go
Hanns Koehler-Kruener
AUR9. Best Practices in Information Governance
Mick MacComascaigh
AUR10. Getting Enthusiastic Support From Your Security Team When It Comes to Social
Andrew Walls
11:35 a.m. A5b. To the Point: The Modern Web Gene Phifer B5b. To the Point: Beyond Google and Siri — How Search Will Fuel Information Innovation
Whit Andrews
C5b. To the Point: Socially Enabled Business Applications — Finding, Following and Filtering What Matters Nikos Drakos
D5b. To the Point: Mobilizing Your Portal Strategy Jim Murphy
12:00 p.m. Attendee Lunch and Solution Showcase Dessert Reception 2:00 p.m. A6. Panel: The Secret Life of Digital Design Agencies
Moderated by Brian Prentice
B6. Case Study: Preparing Ahead of the Chaos of Global SharePoint and ECM Deployments
Mark R. Gilbert
C6. Cloud-Based Office Systems: Google vs. Microsoft
Tom Austin
D6. Panel: The Mobile Workspace — Connect, Share, Collaborate … and Collide
Whit Andrews, Matthew W. Cain, Mike Gotta, Ken Parmelee
AUR11. The UXP: A Platform Approach to Websites, Portals and Mobile Apps Gene Phifer
AUR12. Evaluating and Debating Public vs. Private App Stores
Ian Finley
MQ4. Magic Quadrant Theater: Social Software
Mike Gotta (12:15 – 12:35 p.m.)
W3. Workshop: Purposeful Communication — Critical Skills for Business Justification and Influence Carol Rozwell
(1:30 – 3:00 p.m.) 3:15 p.m. Solution Provider Sessions
4:30 p.m. A7. Open Development Inside the Enterprise
Mark Driver
B7. The Future of Web Content Management: Beyond the Web Is the Whole Experience
Mick MacComascaigh
C7. Case Study: Social Collaboration Nikos Drakos D7. Ten Mobile Apps That Are Changing the World Ian Finley
AUR13. Best Practices in Enterprise Content Management
Mark R. Gilbert
AUR14. Best Practices in Mobile Portal Design Jim Murphy
CNC1.Contract Negotiation Clinic: Enterprise Content Management Karen M. Shegda
5:30 p.m. Hospitality Suites
WEDNESDAY, MAY 1
7:00 a.m. Registration and Birds of a Feather Networking Breakfast
8:00 a.m. A8. Social Math for Digital Marketers Brian Blau B8. Quiz: Quite Interesting Facts About Portals, Content and Mobile Technologies Chris Howard, Mick MacComascaigh, Ken Parmelee, Ray Valdes
C8. Panel: A Social “Show and Tell” Tom Austin, Nikos Drakos, Mike Gotta, Carol Rozwell
D8. Panel: The Future of Work in a Mobile World
Moderated by David Mitchell Smith
AUR15. Portal Innovations
Jim Murphy
AUR16. Steps and Best Practices for Developing a Mobile Strategy
9
SUNDAY, APRIL 28
2:30 p.m. Registration
3:00 p.m. T1. Tutorial: How New Platforms, Channels and Deployment Models Affect the Design of User Experience Ray Valdes
4:30 p.m. N1. Speed Networking: Getting Social With Fellow Attendees Whit Andrews, Nikos Drakos
MONDAY, APRIL 29
7:00 a.m. Registration and Attendee Breakfast
8:15 a.m. K1. Gartner Opening Keynote Engaging at the Nexus of Social, Mobile, Information and Cloud Chris Howard, Managing Vice President
9:15 a.m. Networking Break Track a
User Experience Platforms and Portals
Track B
Governing and Exploiting Content Track CSocial Collaboration Track dThe Mobile Organization analyst-User roundtables Workshops, Clinics and Magic Quadrant Theaters
9:45 a.m. A1. The Five Graphs of the Modern Web
Ray Valdes
B1. The New Enterprise Content Management Scenario Mark R. Gilbert
C1. Harnessing the Beast: How to Profit From Gen4 Collaboration Matthew W. Cain, Mike Gotta
D1. The Mobile Scenario Ken Parmelee AUR1. Why an App Isn’t an Application Brian Prentice
AUR2. Selecting and Negotiating the Best WCM System for Your Online Channel Optimization Initiative Mick MacComascaigh
W1. Workshop: Build Development Communities to Build Better Software Mark Driver
(10:00 – 11:30 a.m.) 11:00 a.m. A2. Panel: Designing Apps for the Work People Really
Do by Using Information They Need Brian Blau, Mike Gotta, Brian Prentice
B2. SharePoint 2013: Advancements and Impact on Portals, Content Management and Collaboration
Jim Murphy
C2. Debate: You Say Social Analytics, I Say Big Brother Surveillance Tool Carol Rozwell, Andrew Walls
D2. Case Study: Gone Mobile — Switching From PCs to Devices Ian Finley
AUR3. Getting SharePoint and Enterprise Social Networking Applications to Work Together
Nikos Drakos
AUR4. Best Practices in Mobile Content Strategy and Management
Hanns Koehler-Kruener
12:00 p.m. Attendee Lunch and Solution Showcase Dessert Reception 2:00 p.m. A3. How Disruptive Vendors Are Threatening
Your Incumbent Vendors David Mitchell Smith
B3. Panel: Answers to the Most Common Content Management Questions From Gartner Inquiries
Hanns Koehler-Kruener, Mick MacComascaigh, Karen M. Shegda
C3. Design Considerations for Social Networking Applications Mike Gotta, Carol Rozwell
D3. How Mobile Changes Everything, and What to Do About It Tom Austin
AUR5. How to Conduct Your Own Website Review Ray Valdes
AUR6. Best Practices for Licensing and Deploying Microsoft 365
Matthew W. Cain
MQ1.Magic Quadrant Theater: Mobile Device Management Ken Parmelee
(1:25 – 1:45 p.m.)
W2. Workshop: Your Next Version of SharePoint — In the Cloud or Not? Mark R. Gilbert
(1:30 – 3:00 p.m.) 3:15 p.m. Solution Provider Sessions
4:30 p.m. A4. Case Study: Your Next Intranet — Combining Portal and Social Disciplines to Improve Business Processes Jim Murphy
B4. The Myths and Realities of Mobile Content Management Karen M. Shegda
C4. Disruptive Research From the Gartner Maverick Incubator Tom Austin
D4. Debate: The Enterprise App Store
Ian Finley, Ken Parmelee
AUR7. Lessons of How YouTube Can Inspire Business Value From Video Content Management
Whit Andrews
AUR8. Best Practices for Making Social Work for Your Organization
Carol Rozwell
5:30 p.m. Solution Showcase Reception MQ2. Magic Quadrant Theater: Horizontal Portals
Gene Phifer (5:45 – 6:05 p.m.)
6:20 p.m. MQ3. Magic Quadrant Theater: ECM and WCM
Mick MacComascaigh (6:20 – 6:40 p.m.)
TUESDAY, APRIL 30
7:00 a.m. Registration and Birds of a Feather Networking Breakfast
8:15 a.m. K2. Guest Keynote Emotional Design: Total User Experience Don Norman, Cofounder, The Nielsen Norman Group, Best-Selling Author
9:15 a.m. Networking Break 9:45 a.m. Solution Provider Sessions
11:00 a.m. A5a. To the Point: The Nexus of Forces — Driving Innovation David Mitchell Smith
B5a. To the Point: Generate Customer Loyalty and Reduce Costs With Customer Communications Management Karen M. Shegda
C5a. To the Point: Engagification — Applying Gaming Techniques to Increase Social Adoption
Carol Rozwell
D5a. To the Point: Content to Go
Hanns Koehler-Kruener
AUR9. Best Practices in Information Governance
Mick MacComascaigh
AUR10. Getting Enthusiastic Support From Your Security Team When It Comes to Social
Andrew Walls
11:35 a.m. A5b. To the Point: The Modern Web Gene Phifer B5b. To the Point: Beyond Google and Siri — How Search Will Fuel Information Innovation
Whit Andrews
C5b. To the Point: Socially Enabled Business Applications — Finding, Following and Filtering What Matters Nikos Drakos
D5b. To the Point: Mobilizing Your Portal Strategy Jim Murphy
12:00 p.m. Attendee Lunch and Solution Showcase Dessert Reception 2:00 p.m. A6. Panel: The Secret Life of Digital Design Agencies
Moderated by Brian Prentice
B6. Case Study: Preparing Ahead of the Chaos of Global SharePoint and ECM Deployments
Mark R. Gilbert
C6. Cloud-Based Office Systems: Google vs. Microsoft
Tom Austin
D6. Panel: The Mobile Workspace — Connect, Share, Collaborate … and Collide
Whit Andrews, Matthew W. Cain, Mike Gotta, Ken Parmelee
AUR11. The UXP: A Platform Approach to Websites, Portals and Mobile Apps Gene Phifer
AUR12. Evaluating and Debating Public vs. Private App Stores
Ian Finley
MQ4. Magic Quadrant Theater: Social Software
Mike Gotta (12:15 – 12:35 p.m.)
W3. Workshop: Purposeful Communication — Critical Skills for Business Justification and Influence Carol Rozwell
(1:30 – 3:00 p.m.) 3:15 p.m. Solution Provider Sessions
4:30 p.m. A7. Open Development Inside the Enterprise
Mark Driver
B7. The Future of Web Content Management: Beyond the Web Is the Whole Experience
Mick MacComascaigh
C7. Case Study: Social Collaboration Nikos Drakos D7. Ten Mobile Apps That Are Changing the World Ian Finley
AUR13. Best Practices in Enterprise Content Management
Mark R. Gilbert
AUR14. Best Practices in Mobile Portal Design Jim Murphy
CNC1.Contract Negotiation Clinic: Enterprise Content Management Karen M. Shegda
5:30 p.m. Hospitality Suites
WEDNESDAY, MAY 1
7:00 a.m. Registration and Birds of a Feather Networking Breakfast
8:00 a.m. A8. Social Math for Digital Marketers Brian Blau B8. Quiz: Quite Interesting Facts About Portals, Content and Mobile Technologies Chris Howard, Mick MacComascaigh, Ken Parmelee, Ray Valdes
C8. Panel: A Social “Show and Tell” Tom Austin, Nikos Drakos, Mike Gotta, Carol Rozwell
D8. Panel: The Future of Work in a Mobile World
Moderated by David Mitchell Smith
AUR15. Portal Innovations
Jim Murphy
AUR16. Steps and Best Practices for Developing a Mobile Strategy
Ian Finley
9:15 a.m. Solution Provider Sessions
10:15 a.m. K3. Gartner Closing Keynote Your Engagement Action Plan for the Next 12 Months Whit Andrews, Vice President and Distinguished Analyst, Conference Chair
11:30 a.m. K4. Guest Keynote The Art of Vision Erik Wahl, Graffiti Artist, Author, Entrepreneur and Philanthropist
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Summit 2013, May 1 – 3
In the mobile and social era, understanding your customer is everything. The powerful combination of two back-to-back Gartner summits in San Diego will provide you with the tools and actionable advice to build and deliver world-class customer experiences.
Hot topics
• Crafting a CRM vision and strategy • Understanding new analytics, metrics
and big data
• Getting more out of mobile and social • Increasing sales effectiveness • Improving customer service
• Balancing digital and traditional marketing
Save $950
on the standard price when you attend both summits in one week! Visit gartner.com/us/pcccrm for more information.a8. Social Math for digital Marketers
Understanding social customers and their online behavior is neither easy nor intuitive. Digital marketers need analytics to better leverage the connected nature of social interactions. We examine techniques used in social analytics (e.g., graph analysis, social network analysis, universal dashboard KPIs, visualization and analytic recursion) to take apart the complex nature of social interactions and engagement and turn that into useful strategies.
Brian Blau
TraCK B
Governing and Exploiting
Content
B1. The New Enterprise Content Management Scenario
We’ll reveal the all-new Gartner enterprise content management (ECM) scenario, delving into the future of traditional content management,
and the governance and exploitation of all forms of unstructured content inside and outside the enterprise.
Mark R. Gilbert
B2. SharePoint 2013:
advancements and Impact on Portals, Content Management and Collaboration
Enterprises are calling on SharePoint to handle a wide variety of workloads and tasks, including portals, content management, collaboration, social, business intelligence and search. We examine advancements in SharePoint 2013, and discuss the implications within and across various disciplines.
Jim Murphy
B3. Panel: answers to the Most Common Content Management Questions From Gartner Inquiries How do I govern my SharePoint installation, and what should I add to it? How do my search, Web, and mobile strategies relate to ECM? These three Gartner analysts take about 2,000 client calls a year on content management. Learn from them what everyone is asking about, and how to deal with it.
Hanns Koehler-Kruener, Mick
B4. The Myths and realities of Mobile Content Management The rapid rise of tablets is accelerating the push for mobile content applications and processes. However, the notion that full-featured ECM is available on mobile devices is flawed. We discuss what is feasible in mobile content management, from mobile capture to process interaction, plus help you understand the benefits and opportunities as well as mitigate the risks.
Karen M. Shegda
B5a. To the Point: Generate Customer Loyalty and reduce Costs With Customer
Communications Management Customer communications management represents a strategy and market of applications for the creation, delivery, storage and retrieval of outbound and dynamic customer communications. We provide IT and business leaders insight and advice to improve and transform customer communication management for business innovation, ROI and competitive advantage.
Karen M. Shegda
B5b. To the Point: Beyond Google and Siri — How Search Will Fuel Information Innovation
New sources of content are forcing changes to enterprise search, and organizations are demanding richer ways to discover and present relevant insights across information assets. The result will be a better understanding of context, intentions and immediacy, which will mean new business opportunities. CIOs must plan for search capabilities to be at the core of their information infrastructure.
Whit Andrews
SESSION dESCrIPTIONS
11 B6. Case Study: Preparing ahead
of the Chaos of Global SharePoint and ECM deployments
We use a case study to understand best practices for planning, executing and overcoming the challenges of a SharePoint deployment that spans multiple geographies.
Mark R. Gilbert
B7. The Future of Web Content Management: Beyond the Web Is the Whole Experience
Web content management now depends on adjacent technologies to derive and deliver value. Learn how to fit the elements together, and what new directions will develop, to capture and augment business value.
Mick MacComascaigh
B8. Quiz: Quite Interesting Facts about Portals, Content and Mobile Technologies Stretch your understanding of the technologies and strategies in this category through an innovative walk through the data, predictions and future of the market. Ask and answer questions to understand where the market has been and where it’s going.
Chris Howard, Mick MacComascaigh, Ken Parmelee, Ray Valdes
TraCK C
Social Collaboration
C1. Harnessing the Beast: How to Profit from Gen4 Collaboration The waves of mobile, social,
consumerization and bring your own device (BYOD) present challenges and opportunities. You need a way to synthesize and exploit these forces.
Organizations can gain significant competitive advantage and reap process improvements via the judicious use of Generation 4 (Gen4) collaboration services.
Matthew W. Cain, Mike Gotta
C2. debate: You Say Social analytics, I Say Big Brother Surveillance Tool
Social analytics can boil the ocean of social and find valuable intelligence to produce better decisions. It can also strip away any semblance of privacy and expose personal lives to corporate scrutiny. So, which is it: powerful tool for improvement, or Panopticon surveillance tool? Or both? We debate that very issue.
Carol Rozwell, Andrew Walls
C3. design Considerations for Social Networking applications We discuss how application and echo state network (ESN) architecture are impacted by the social networking design considerations identified via ethnography and other design research methods (e.g., profiles, graphs, activity streams, social objects and social analytics).
Mike Gotta, Carol Rozwell
C4. disruptive research From the Gartner Maverick Incubator We take the wraps off several controversial and disruptive lines of previously unseen research straight out of the Gartner Maverick incubator. This maverick medley reflects some of the most innovative work Gartner analysts are doing.
Tom Austin
C5a. To the Point: Engagification — applying Gaming Techniques to Increase Social adoption Learn how principles drawn from gaming can help increase the adoption
of social and collaboration systems inside and outside your enterprise.
Carol Rozwell
C5b. To the Point: Socially Enabled Business applications — Finding, Following and Filtering What Matters
Successful social Web applications rely on techniques that tame complex choices through filtering and
recommendations extracted from the analysis of many individual choices. We look at how the same techniques, now appearing in business applications, will be used to make business events and information more collaborative, as well as easier to find, follow and filter.
Nikos Drakos
C6. Cloud-Based Office Systems: Google vs. Microsoft
Two of the most widely used cloud-based office productivity suites are Microsoft and Google. We look at the strengths and weaknesses of each, and help you decide which, if either, works best for your organization.
Tom Austin
C7. Case Study: Social Collaboration
We study a large-scale collaboration initiative, detailing the project’s overall strategy and objectives, the tactics for user engagement and the business impact.
Nikos Drakos
C8. Panel: a Social “Show and Tell”
In this fast-moving session, Gartner analysts showcase an innovative concept, product or technology that supports or enhances collaboration, social interaction or engagement — explaining why it is important or relevant.
Tom Austin, Nikos Drakos, Mike Gotta, Carol Rozwell
TraCK d
The Mobile Organization
d1. The Mobile Scenario Mobile devices and applications enable radical innovation, creating new business and workplace opportunities and new social habits and behaviors. Network technologies such as LTE will gain popularity; operator, handset vendor and ecosystem battles will become more intense; and new types of mobile devices and applications will emerge.Ken Parmelee
d2. Case Study: Gone Mobile — Switching From PCs to devices The thought of moving completely to mobile devices is daunting. We look at how one company did just that with one set of its corporate users, and the challenges and benefits they found.
Ian Finley
d3. How Mobile Changes Everything, and What to do about It
Mobility has triggered a revolution in assumptions about user-facing systems, interfaces, ownership, governance, risk, app design and delivery, security, management, support, HR, compensation, procurement, payment and audit strategies. This session examines — and challenges — these assumptions. We also look at mobile content
creation, and its impacts on knowledge infrastructure and collaboration.
Tom Austin
d4. debate: The Enterprise app Store
App stores are redefining how users source information and applications, but they are oriented toward the needs of consumers, not enterprises. We debate the pros and cons of embracing public app stores and enterprise app stores, and the implications for IT strategy and execution.
Ian Finley, Ken Parmelee
d5a. To the Point: Content to Go BYOD has meant a proliferation of tablets and smartphones, as well as consumer-driven cloud content channels. As ECM vendors aggressively introduce mobile functionality to bring about this pervasiveness, how will the existing content channels play out in the enterprise?
Hanns Koehler-Kruener
d5b. To the Point: Mobilizing Your Portal Strategy
Mobile portals must deliver much of the same capability available to desktop users, plus provide unique capabilities pertinent to users on the move, all in a form that leverages mobile device capabilities and context signals. While mobility raises new challenges for portal initiatives, it also brings a world of new opportunities to improve user engagement and business value.
Jim Murphy
d6. Panel: The Mobile
Workspace — Connect, Share, Collaborate … and Collide
Mobility is now part of the daily ritual, affecting how workers connect, share and collaborate with one another, freelance contractors and external partners. While mobile is often an extension of an office environment,
explores the dynamics of a collaborative mobile workspace, where consumer and enterprise applications collide.
Whit Andrews, Matthew W. Cain, Mike Gotta, Ken Parmelee
d7. Ten Mobile apps That are Changing the World
Apps can reveal new ways of doing business or fulfilling constituent needs. Devices can recognize geographical location and allow for new kinds of input, including audio, video and scanned codes or wireless connection. Learn from the most influential applications of mobile technology, and gain insights into how they will affect you.
Ian Finley
d8. Panel: The Future of Work in a Mobile World
We are all road warriors now, with mobile devices, mobile offices and public computing becoming the norm for many different kinds of work. Computing changed work, and now workers are changing computing. What will it mean to “work” in the future? Imagine your own in this wide-ranging conversation.
Moderated by David Mitchell Smith
SESSION dESCrIPTIONS
13
analyst-User roundtables
aUr1. Why an app Isn’t an applicationBrian Prentice
aUr2. Selecting and Negotiating the Best WCM System for Your Online
Channel Optimization Initiative
Mick MacComascaigh
aUr3. Getting SharePoint and Enterprise Social Networking applications to Work Together
Nikos Drakos
aUr4. Best Practices in Mobile Content Strategy and Management
Hanns Koehler-Kruener
aUr5. How to Conduct Your Own Website review
Ray Valdes
aUr6. Best Practices for Licensing and deploying Microsoft 365
Matthew W. Cain
aUr7. Lessons of How YouTube Can Inspire Business Value From Video Content Management
Whit Andrews
aUr8. Best Practices for Making Social Work for Your Organization
Carol Rozwell
aUr9. Best Practices in Information Governance
Mick MacComascaigh
aUr10. Getting Enthusiastic Support From Your Security Team When It Comes to Social
Andrew Walls
aUr11. The UxP: a Platform approach to Websites, Portals and Mobile apps
Gene Phifer
aUr12. Evaluating and debating Public vs. Private app Stores
Ian Finley
aUr13. Best Practices in
Enterprise Content Management
Mark R. Gilbert
aUr14. Best Practices in Mobile Portal design
Jim Murphy
aUr15. Portal Innovations
Jim Murphy
aUr16. Steps and Best Practices for developing a Mobile Strategy
Ian Finley
Workshops, Clinics and
Magic Quadrant Theaters
W1. Workshop: Builddevelopment Communities to Build Better Software
Open source communities collaborate to build better software using social forums, such as when peer-reviewed code is built into the process, not tacked onto it. The principal benefit of adopting open source and agile methods is continuous product releases for Web and mobile applications. Attendees practice the open development methods to experience the benefits firsthand.
Mark Driver
W2. Workshop: Your Next Version of SharePoint — In the Cloud or Not?
As organizations evaluate how and when to migrate their SharePoint
implementations, the question emerges of whether or not to leverage the cloud. Participants work through an evaluation checklist of where and when the cloud makes sense, and when it doesn’t.
Mark R. Gilbert
W3. Workshop: Purposeful Communication — Critical Skills for Business Justification and Influence
As business gets social, leaders in all organizations must adapt their styles and skills for a new era of openness and participation. Workshop participants explore what these new skills are and how to acquire them.
Carol Rozwell
CNC1. Contract Negotiation Clinic: Enterprise Content Management
Enterprise content management projects are often multimillion-dollar initiatives. You need to have a good understanding of the multitude of software licensing models, and be able to project the costs of the ECM project. We show you how to approach contract negotiations, whether for initial ECM deployments, upgrades or consolidation.
Karen M. Shegda
MQ1. Magic Quadrant Theater: Mobile device Management
Ken Parmelee
MQ2. Magic Quadrant Theater: Horizontal Portals
Gene Phifer
MQ3. Magic Quadrant Theater: ECM and WCM
Mick MacComascaigh
MQ4. Magic Quadrant Theater: Social Software
IBM supports its clients, partners and its own operations in the evolution to becoming Social Businesses with cloud-based and on-premises software, services capabilities, and extensive expertise. IBM is also helping clients deliver exceptional Web experiences to their customers and partners by combining content management, social tools, advanced analytics, and mobile device support to help organizations engage more effectively with their customers. For more information visit http://www.ibm.com/socialbusiness
With 15 years enterprise strength collaboration experience, IntraLinks empowers global companies to share content and collaborate with businesses partners without losing control over information. Through our platform, companies can share and work together outside of the firewall — while maintaining compliance with policies that mitigate corporate and regulatory risk. Our innovative Software-as-a-Service solutions are designed to enable the exchange, management, and control of documents and content between organizations securely and compliantly. To learn more, visit www. Intralinks.com
Rapid technology evolution means that keeping up with innovators
and industry leaders is essential. Visit our Solution Showcase and
find the providers that meet your needs.
SOLUTION SHOWCaSE
PrEMIEr SPONSOrS PLaTINUM SPONSOrS Accellion AvePoint AxcelerBlue Jeans Network CapTech Ektron Elcom
e-Spirit Fpweb.net
Ignite Technologies, Inc. Kaltura
Kontiki Laserfiche Liferay, Inc.
Moxie Software, Inc. Newgen Software OpenText Oracle PERFICIENT PGi Qumu Sitecore Sitefinity SpringCM TandemSeven Workshare XTIVIA SILVEr SPONSOrS
M-Files enterprise content management (ECM) solutions transform how businesses manage, secure and share information with a unique metadata-driven approach that organizes and processes content based on what it is, rather than where it resides. Businesses use M-Files to improve productivity and quality, and to ensure compliance with industry regulations and standards. Box was founded on a simple, powerful idea: people should be able to access and share their content from anywhere. Since 2005, Box has helped more than 14 million individuals, small businesses and Fortune 500 companies do just that. We want to reinvent what businesses can do with their content through Box’s content sharing platform, made for a new kind of worker, a new kind of workplace and a new kind of IT.
Yammer (www.yammer.com) is a best-in-class Enterprise Social Network that brings together people, content, conversations and business data in a single location. More than 5 million users, including employees from 85 percent of the Fortune 500, have adopted Yammer’s Software-as-a-Service solution to foster team collaboration, empower employees, and drive business transformation.
As market leader in enterprise application software, SAP helps companies of all sizes and industries run better. From back office to boardroom, warehouse to storefront, desktop to mobile device – SAP empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition. SAP applications and services enable more than 197,000 customers to operate profitably, adapt continuously, and grow sustainably.
15
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