Social Media Measurement: Where Are We Going?

July 28th, 2010

Radian6′s Amber Naslund had a great social media trend piece 28 July. One topic was measurement. She writes, in part:

Now the discussions center around what, specifically, businesses should be measuring in their own context of goals and objectives, what social data points actually matter in a business context (and how they’ve evolved from more traditional metrics), and how to derive insights and map out plans based on what we learn.

I commented that the measurement move from outputs through outtakes to eventual outcomes in mainstream media measurement would be repeated in social media measurement.  We do a lot of descriptive measurement in both spaces — tonality, reach, message congruity and share of voice/discussion merely observe what is happening, with little connection to behavior on the part of the recipient. It’s a somewhat passive perspective, in part because the formation of opinion is so complex. Pesky humans — always drawing on multiple influences before deciding on something.

The next phase is outtakes (sometimes called communication outcomes).  Web traffic, email open rates, click-throughs, changes in awareness or understanding gleaned through surveys still don’t connect to revenue or expense as directly as the C-suite would like.  In some organizations, that’s not a problem. The boss trusts the communicators to do their thing and is satisfied that the thing is meaningful for the business.

The Holy Grail is measuring business outcomes, answering the question, “how does communication activity affect the bottom line?”  Much social media case work is on the marketing side of the line.  Just as our cousins in advertising can establish a minimum number of impressions needed to predict number of qualified leads (and sales), they can use e-commerce to assign dollar values to social media activities.  The boss understands the advertising/marketing impact on the business a lot better than the PR impact because of that frame of reference.

We know that reputation depends much more on actions than on words. But, is there a minimum number of media impressions (regardless of social or mainstream) required to move public opinion positively regarding reputation matters, rather than sales-related matters?  Does increasing your share of voice/discussion with positive messaging lead to improved awareness, favorability, etc. ?

What do you think?

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IT, PR Share Common Issues (Part 2)

July 23rd, 2010

When I attended an IT conference in June, I did so to meet some new people and maybe even learn something. I found much in common with our technical cousins, as I wrote here and here. But the second day reinforced the common themes of desire to be taken seriously as business people, not just technical experts; of attempting to speak the language of business, rather than a narrow specialty jargon; and of struggling to provide meaningful measures of the value an organization receives from investing on our specialty. And the speakers were quite accomplished.

IT Paradigmologist, Speaker, Professor, Consultant

Mark Smalley, who describes himself as an “IT Paradigmologist,” and has a day job as a consultant for CapGemini, detailed several factors weighing heavily on the formerly bulletproof IT discipline:

Speed of change — the switch from mainframes to servers was hard enough, now the user experience outside the enterprise is improving seemingly hourly, whilst inside the organization, we’re still trying to convince people of the need for upgrading three year old systems

A “hybrid” application landscape — IT people refer to “applications” where we lay people talk about “programs.” Legacy applications are being supplanted by “the cloud,” which the internet is fostering and supporting.

Immature “demand management” — IT people must understand the business well enough to effectively manage expectations and help users adjust demand for them. Here, the expectations are that IT can do vastly more than it can (at least at the price users expect to pay.)

Differing levels of “emotional quotient” and “systemizing quotient” — For users, IT is an emotional discipline. We care not for elegance, we care that it works. IT people, however, see the work as something to be systemized — predictable and repeatable processes. That leads to a disconnect if left unbalanced.

At the heart of Smalley’s recommendation is that “IT is from Flatland and business is from Spaceland.”  We PR folk ask ourselves frequently why management doesn’t understand our work (it’s easy, it’s not really a business skill, it’s art), but we make little effort to understand the business (it’s boring, it’s numbers, it’s hard).

His excited, animated delivery and somewhat esoteric language made him fun to watch, even as a chunk of content was busy sailing over my head. A 15-page pamphlet summarizing Smalley’s upcoming book on business information management made a helpful sidebar to an interesting, if challenging subject.

Valerian Harris presented a great case study

Valerian Harris, VP of Enterprise Solutions for Patni Americas, walked a small group through a case study of an IT transformation — the wholesale destruction and reconstruction of a crop nutrient company’s IT systems and processes.  Harris focused on the importance of organizational change management to the success of the case. This is different from IT change management, which is a separate discipline that looks more at system user process change than on the human factors affecting the project.

The project sought to free up internal resources and outsource IT functions outside the company’s core businesses in port operations and deep mining of potash and phosphates (not a particularly sexy business, but one vitally important to agriculture around the world). The company needed cost effective support in several countries, which meant shifting previously country-specific resources to a more centralized environment. You know that could have led to a sense of loss — not only for employees who might be reassigned, but for the business leaders who were used to dealing with local resources.

Designing the IT solution set too little time — globalize the IT organization, focus on business value and implement SAP globally. Designing the organizational change program took far longer. They needed to change:

  • how the organization thought about IT;
  • inspire what had been a downtrodden and beat-up IT staff;
  • retain, redeploy or release staff as required;
  • enhance IT’s capabilities as service providers, and
  • foster a culture of interrelationships and high performance.

In terms of applicable content, this presentation would have been at home at IABC or SHRM, especially as the metrics describing progress were outcome-related.  Too many communication programs focus only on outputs — did the material get sent on time to the right people (checking boxes on a list)?  In this case, the signs of success were infrastructure uptime, lower costs and, importantly, increases in end user confidence.  Process standardization and the move to integrated service delivery fed the technical changes and provided a burning platform for communication surrounding the organizational changes.

I had the strongest impression that little might change were a communications pro delivering a similar presentation!

David Cannon, Hewlett-Packard’s IT Service Management grand pooh-bah, wrapped up the event with an entertaining summary of everything that had gone before.  Another in a line of excellent presenters, he involved the audience, asked questions and roamed the floor with not one PowerPoint slide in sight.

His first question, right at the start line, was: “What does the customer get from us?”  People shouted out several things, including “consulting” and “service desk” and other specific applications. But Cannon told us that it was service that the customer gets — not the applications and tools we use to deliver it.

The credo needs to be, Cannon said, find out what the customer is trying to achieve, then choose the utility that will get it to them at the right price.  This simplicity of message, elegant and easy to understand, silenced the crowd.  It would have done the same with a communication audience. But after extolling the virtues of IT business relationship management, of a single point of contact for IT services regardless of specialty or system, and warning that service is not the same as activity, he challenged everyone to embrace innovation and take more risks.

“You are the pioneers of the information revolution,” declared Cannon. “Who will step forward to harness and re-revolutionize it? Which of you will be our Henry Ford?”

We can ask the same of PR/Communications people today.  We were the pioneers of the Internet communication age. Which of us will step forward to lead the next revolution? Which of us will be the next Arthur Page or Betsy Plank?

I learned quite a lot from embracing my inner geek.

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Useful Discussion on Measuring Social Media Influence

July 13th, 2010

Creative CommonsLynne d Johnson is working on a means of measuring social media influence, and is asking good questions about current tools and models. She rightly says that the core issue is a lack of a good definition of influence, and covers a couple of methods – Razorfish’s Social Influence Marketing Score and Altimeter’s Social Marketing Analytics — while calling for a deeper definition.

I always am wary about anything smacking of “calculators” in social media and PR, particularly those advanced by companies with an interest in selling social media as a revolution.  But Johnson’s role as SVP of the Advertising Research Foundation lends a serious imprint to the task. The ARF is working with the Word of Mouth Marketing Association (WOMMA) to create a set of social media measurement guidelines for the industry, she wrote.  My only concern is that the effort — being driven by marketers — will continue the marketing-centric, impression-oriented, reach-focused, quantity over quality mentality we’ve seen so far — or that it will be full of, well, BS metrics and methods.

Johnson writes of her similar concern, “I don’t think we’re talking about a wrong way of looking at influence, but we could be looking at only one side of the equation. In measuring social media, we have to listen, observe, and study to understand who the real influencers are. Perhaps an influencer’s influence isn’t driven online, but offline. Here’s where Razorfish’s SIM Score (or perhaps Altimeter’s Social Marketing Framework) can help us capture–along with the aid of engagement in a private community, an interview or survey–the offline component.”

Read the piece — it’s worth it.

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Talking About PRSA, IABC, IPR on PRConversations Blog

July 12th, 2010

I’m honored (or honoured) to have written a guest post on one of the best blogs in all of PR/Communications — PRConversations — thanks to Judy Gombita, who recruited me.  The topic is my tripartite professional association affiliation — IABC, PRSA and the Institute for PR. Namely, are they valuable, necessary and a good value?  The comment stream alone is worth reading, with several luminaries weighing in (and no cursing or objects thrown so far, thankfully.) Give it a read and tell me what you think!

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Work-Life Balance: Do we #SoloPR folks have it?

July 12th, 2010

Over on PRSA’s ComPRehension blog, I opine on tips to help keep work and life in some kind of balance from my perspective as an individual practitioner. Read it and weep, or laugh, or tell me I’m an idiot! http://comprehension.prsa.org/?p=1816

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Getting in Touch with My Inner Geek

July 7th, 2010
bit of a mashup from Integrate 2010

Death by IT PowerPoint - well, just illness...

A couple of weeks ago, I attended that IT conference I wrote about before, Integrate 2010: Uniting the World of IT.  The group putting it on was the Greater Cleveland Local Interest Group of ITSMF-USA, which is a professional association for IT Service ManagementAs I mentioned, it was great — I learned something new, met some interesting people and commiserated with yet another staff function that feels unappreciated. Here is part one of some observations about the sessions and speakers I saw.

George Spalding, VP Global Events, Pink Elephant

Spalding is a jovial, pink-faced man with round tortoise-shell glasses and a somewhat unconventional delivery for his speech, “2000 Years of IT Service Management.” He started his piece with a series of slides that took stories from the Bible and refit them into info tech situations. Think “Noah’s Ark” as an IT Enterprise Software project. His point was to show how silly typical IT responses to issues are — “Why do incidents happen? Someone made a change. Don’t we test these things?”

Spalding went on a while with Biblical story-telling, and from my perspective could have shortened the list. His main audience seemed to be charmed — and there was no denying the main messages: “You’re not in the IT business anymore” was the critical nugget — sound familiar? Prior to Y2K, Spalding said, “Fear, Uncertainty & Doubt” gave IT the freedom to do as it pleased. Once the world kept spinning into the new millennium, IT moved into the service business, and now there’s no returning to the old ways. He’s obviously comfortable with this speech and delivery — he could have been even better with some judicious editing, and a bit of presentation skills editing, too.

Michael Lundblad, Rational Worldwide Sales Executive, IBM

Mike Lundblad comes with a story. An ex-Marine officer, he speaks well, commands attention and represents an important company. The content of his presentation, “How to Recover from an Application Heart Attack,” was so far into the IT manual that I really couldn’t wrap my head around it.  He also seemed mainly to be describing products (Rational and Tivoli), rather than offering some type of independent advice or action steps. Of course, maybe that’s par for the course at these conferences — it was my first one!

Bob Balassi, chief technology officer, Maryville Technologies

Bob wore the same suit/shirt/tie combination on the dais as he wore in his program photo. He was a very polished, smooth speaker, but didn’t move at all (missing clicker hindered the show…note: buy your own – and don’t forget to bring it!). The static delivery hurt the presentation, but didn’t kill it. The title of the presentation is too long to include, but it was on what’s called IT Transformation. That’s the wholesale redo of a company’s IT world, moving from being technology driven to business driven. It’s kind of like when PR teams reorg to align more with their clients, rather than their own internal preferences.

His big message was that A) The transformation will continue (209 million Google results); B) Merger situations tend to push IT into the background, but improving these tools in a service format can yield a 25%-40% productivity increase and a rise in net present value of 5%-10% — that’s real strategic value, not just control-oriented window dressing. Could we make a similar claim for a communications transformation?

In another easily adapted bon mot, Bob said change management – both IT and organizational — is critical to success. Adopt-Adapt-Transform is the modality he shared, along with the need to engage employees and top leadership. He said there are stars, skeptics, cynics and slugs (and stabilizers), and you have to know how many of your team are in what category. I could have been hearing from just about any business improvement consultant. He did a fine job, though his PowerPoint was killing me.

More in part two.

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Internal Communications at its Best

July 6th, 2010

The UK’s Liam FitzPatrick wrote a post decrying the tendency of internal comms people complaining about manager communication incompetence.  FitzPatrick says: “I believe we get the internal clients we deserve.  If senior managers are used to a diet of crap communications support, that is all they’ll ever understand.”

He’s right, and he’s wrong.

The challenge always is whether to keep fighting or just give managers what they want.  FitzPatrick relates a story about a senior manager who wants “intelligence” about what employees are saying and thinking from her internal comms support.  There are a lot of things a skilled internal communicator can do to gather that intelligence, but much of the budgetary process is more output-focused than outcome-focused (echoing the same tendency elsewhere in corporate communications.)

The key for any of us is research (he said self-servingly — my practice includes research services, just sayin;.)

The research doesn’t even have to be quantitative, though tying qualitative assessment to intranet traffic, for example, can shed a lot of light on the effectiveness of our internal comms activities. We don’t have to do formal surveys, which can be very expensive and time consuming, if all we’re looking for is a snapshot to share for planning and strategy.

At Goodyear, we used an intranet poll to get just that sort of intelligence — it was a great window into what at least some employees were thinking, and it gave us a source of content, too.

But, there is no replacement for more formal measurement — even with qualification of our poll results, we still got management questions about the reach of opinion, which is a valid criticism. The old ROPE method (Research, Objective, Programming, Evaluation) still holds truth.

Meanwhile, read FitzPatrick’s piece. It’s worth reading (and commenting — no comments on his blog, so I wrote this post!)

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IT Conference Reveals Unexpected Connection with PR

June 28th, 2010

Ask most PR people whether they’d like to attend a conference filled with IT people. Go on, ask. Read the conference brochure and marvel at “2000 Years of IT Service Management,” “Achieving Technology and Business Superiority through IT Organizational Transformation,” and “IT Alignment: It Takes Two to Tango.”  It turned out to be one of the best conferences I’ve ever attended.

Everyone should take the time to assess their own objectives for attending a conference, seminar, luncheon or other event. Think through what you want to get out of it, what you’re willing to put into it. My objective, this summer, is to expand the network, among people who might want to engage my services.  I’ve been marketing myself through social media, and among communication organizations — the IABC Conference, my presentation to Lake Communicators, and this fall’s presentations at the PRSA International Conference and IABC’s Research and Measurement Conference.

While reviewing networking opportunities here in Cleveland on Pat Ropchock’s blog (she’s locked in big time), I noted “Integrate 2010: Uniting the World of IT” put on by the Greater Cleveland Local Interest Group of the ITSMFUSA – it’s a mouthful of an acronym that means, “IT people who want to be more relevant and strategic.”  They call the main discipline Service Management,” a process for aligning IT services with the needs of the enterprise.

The themes that emerged from most of the presentations I saw were fascinating.

  • IT feels like it’s not at the leadership table. Instead, they’re brought in after the business strategy’s in place and have to scramble to make things happen.
  • IT struggles to articulate its business value for all but a handful of services.
  • IT gets stuck on describing activities rather than defining its service portfolio in terms that the business leadership understands.
  • IT often can’t “sell” itself effectively, caught up in jargon and technical detail that isn’t relevant to leadership.

What happens if we replace “IT” with “PR” or “Corporate Communication?”

  • A consistent theme of IABC/PRSA material for years was “winning a seat at the table,” and then keeping it. We’ve been talking amongst ourselves for as long as I’ve been in the business about being business people first and communicators second. Yet, we’re still not there consistently.
  • Think about the debates over measurement methods — PR activity is difficult to isolate in the communication mix, and there are no standard answers for return on communication investment. Just last year, PRSA and the Institute for PR began working on a project to prove the business value of our profession. Internal communication is especially vulnerable to the question of ROI — and social media value outside of direct sales is still an unfinished book.
  • PR/Communications people frequently take as a given that their professional activities are impactful, regardless of the lack of data to support that claim. Our “service book” describes our activity from our perspective, not from that of our customers.
  • We (especially in internal communications) tend to resort to tactical explanations using our own lingo, rather than speaking about our work in terms readily understood by HR, Finance and leadership.

Sometimes it may seem like IT is on a different planet — more science than art, more Mars than Venus.  We, however, aren’t that different in our desires to be taken seriously by leadership as business people who employ specialized skills.

In addition to a few other things I discovered, this knowledge about IT was worth the price of admission.

More to follow on the conference shortly.

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One More Wine Story – (Cue Angels Singing)

June 23rd, 2010

Our Canadian revels soon would be ended, wine-wise. Or, at least, our tastings.  We’d so enjoyed Caroline Cellars, and, the previous weekend, Prince Edward County, that we were eager to keep sampling. But the palates were growing fatigued and the afternoon threatening to wane before our early dinner reservation.  But, we sought out Stratus Vineyards.

The sun was too bright to catch an exterior view, but you get the idea.

Stratus' interior is tres moderne, cool, quiet and excellent.

Stratus is all glass and steel and modern, with a stunning view of the vineyards, especially under blue skies (though it was growing hot, now, at least for Ontario).  The wines could have been served in a motor home for all we cared.  These were wines of amazing complexity, depth and character. The sommelier, sporting an accent from one of Australia, New Zealand or South Africa, warmed to us once we began discussing the wine. This is something that stops a lot of people from getting into wine — you really need a vocabulary to participate fully in the experience. This was worth it.

2006 Stratus White is made from six finished wines (Chardonnay, Sauv Blanc, Semillion, Gewürz, Riesling and Viognier), not different grapes. The wine’s smooth structure and complexity is nearly overwhelming. A joyful, tremendously delicious wine — I prefer red wine, and I loved this. Agave sweetness amid tropical fruits, citrus acidity, spice…what didn’t this wine offer?  A triumph, epic, beautiful.  Did I mention we liked it?

What could possibly complete with that?  Well, as it turns out, one CAN make huge, tannic, deep and lush reds in Niagara.

2007 Cabernet Franc — Cab Franc is a staple in Niagara; it’s usually the biggest, reddest red that you can get. I’d had a Cab Franc some years ago when on business in St. Catherine’s, Ontario, and found it much like a good Merlot, if a little sweeter. This one is amazing. 2007, we learned, was a very hot year. Temperature-wise, that is, though the heat brought out the best in the vintage and made the ’07s stars around the province. Plum, lavender, oak, and coffee greet you today; if you have the patience, they say, this will be incredible in two years.

2006 Stratus Red – We’re blending again: Syrah, Petit Verdot, Malbec, Cabernet and Gamay. Greenish, slightly unfinished, bracing and aggressive, sour fruits, sharp, spicy. Wow. Wow. Patience, grasshopper. Let this one sleep (but it’s so good!) I know, but put it down.

2006 Petit Verdot is a wine I know nothing about. I’ve heard of it, but never had it until this day. It’s so young and new, it also needs time to come into its own. But even now, it’s rich, lush, plummy, jammy and hu-u-u-uge. The tannins are so strong they could bench press a case on their own. This is a wine that demands respect and will get it…in about five years.

We had to stop.  We needed to become presentable for dinner and allow our tongues to savor the Stratus effect. Honestly, we couldn’t imagine going to another winery, though my goal for the day was four. We got to two and found some fearless, stunning wine. Yeow. We’ll be back.

We just drove, silently, through the Greenbelt District, grapes growing everywhere, sun bright, breeze off the lake, willing the tastes of Stratus to linger just a few more precious seconds.

Sigh. What a trip.

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More Wine from Ontario, and How

June 19th, 2010

After a sensational week in Toronto, interrupted by a daylong visit to Prince Edward County for wine tasting, the Esteemed Spouse and I wended our way south and east from the T-Dot to the Niagara Peninsula. The mission: have our first tasting experience of one of Canada’s great viticulture areas, and meet up with some friends from Cleveland for dinner and a night of theater at the Shaw Festival.

I don’t mind saying that the Seven Days of Toronto were, ahem, not light on food and drink, and the drink was mostly wine. By the time we arrived at our pedestrian hotel hard by the highway (a price/convenience decision, but it was a nice, quiet hotel with a good breakfast), both of us weren’t all that interested in wine tasting. We were far more interested in walking around the charming, if kitchy, downtown Niagara-on-the-Lake. NOTL, as all the guidebooks abbreviate it, has quite a few buildings in its historic district that date from just after the War of 1812.

Lake Ontario from NOTL

Lake Ontario is beautiful, and you can just make out Toronto's towers on the horizon.

Add a lakeside park with a view of Toronto in the distance, and 30 minutes passes agreeably (if one stays out of the shops.)

It was warm, the sun shone (as it had with awesome frequency throughout our trip, save a day here and there), a light breeze stirred the trees, and we were hungry. The gad-about the historic district took on a more urgent air, as we searched for a reasonably priced food source that would offer more than a pub, but less than a 4-diamond dining experience (which we would enjoy the next night.)

We settled in at Epicurean Bistro, mainly on the basis of a gorgeous patio off the street and under tree shade (and a reasonable menu). My roasted pickerel and Esteemed Spouse’s poached Ontario chicken breast were lovely, light and delicious.  The accompanying wine from local Cattail Creek, a Sauvignon Blanc, suited both meals, was more than reasonably priced, and offered a nice respite from a day of travel. Entirely satisfactory.

Built in 1832

Therold, Ontario's Beaverdam Methodist Church is the oldest still standing in Ontario, 1832.

The next day, we slept in and meandered around by car, searching for the elusive tourist areas of Therold, Ontario, based on a brochure.  We found a cool old church and kirkyard filled with history next to a couple of lovely little lakes. We like driving around and seeing new places.

In the afternoon, despite feeling still a bit “wined-out” , we went to Caroline Cellars Winery for a taste. We tasted eight wines:

2006 Momentum White is a blend of Vidal, Pinot Gris and Sauv Blanc that starts sweet (not our usual preference) but dries out brilliantly. Apples and citrus tugged my palate into a pleasing balance, and the finish was tart and delicious. A terrific wine at a preposterously excellent price. Would we could have bought a couple of cases!

The 2008 Gewürztraminer featured the customary spicy nose, and tasted of orange blossom and rosewater. A somewhat different Gewürz from those we drank many years ago at the very onset of our wine interest, I wished for a bit of cheese to see how it would change in the mouth.

Caroline Cellars prides itself on making drier whites — the entire Niagara region, as with other cold climate wineries (especially around the Great Lakes) is renowned for ice wines, the dessert course standby. the 2008 Enchantment blends Riesling and Gewürztraminer but it’s not sweet – I was surprised, and pleasantly so. A faint rye toast aroma greeted me, with a bit of spice; following on lychee fruit, jasmine and a solid acidity. Thai food anyone?

The Rosé was pretty in the glass, with a pronounced orange/sherry color , but quite sweet on the palate.

Reds from cooler climes are pretty tough to get right, but Caroline’s 2006 Chambourcin, a one-off production they say won’t be repeated, is almost lush, dry, velvety, with a long finish of black and green pepper. Only the lack of big tannins belies the source!

The 2006 Merlot (really about as big a red as one can reasonably expect in Niagara) starts with ripe cherry and quickly sweetens at the finish. Its body is more like a classic Burgundy. The 2004 Merlot, however, offered a supple mouthfeel, earth on the nose, strong tannic character and dark fruit. We bought two 1.5l bottles immediately.  Bargain!

2008 Marechal Foch finished out our tasting. Sour cherry, green pepper and high acidity suggest letting this bold fellow rest a-cellar a while.

The tasting experience is modern with rustic edges — a long tasting bar ensures quick service, and the sommelier is knowledgeable. Salud!

Dialing up an 8-spot at Caroline’s with a big dinner at Hillenbrand Winery coming up in the early evening (prior to curtain time) tempted us to cease our tasting labors, but we couldn’t say no to just one more stop: Stratus Vineyards.

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