After their initial pilot period, ShoreBank achieved overnight adoption within their IT Department after adopting Traction's TeamPage Enterprise Wiki and Blog platform for Milestone Centric Communication and Collaborative Content Management.
Shore Bank is America's first community development and environmental bank holding company.
Initial Traction TeamPage Pilots Take Off
ShoreBank originally installed Traction TeamPage for ad-hoc threaded discussion, document sharing and editing, and as a channel for external RSS feeds.
Overnight Adoption for Milestone Management
The Shore Bank IT department works towards completion of from 40 to more than 100 milestones at any time.
In KMWorld's story, Blogs and Wikis: Ready for Prime Time? John Evans, ShoreBank Senior VP and IT Director said:
TeamPage is the way we fuel our project management activities as well as the project portfolio as a whole.
We can track all the relevant materials that have to do with any project that's going on.
The IT Group chose to build out a wiki and blog space within Traction TeamPage to support the process of milestone management and communication of milestone centric information.
Publishing and Editing Milestones
Milestones are all defined and assigned milestone specific profile label, a manager label, a status label, a start date and a due date.
Milestone Editor - Creating the 2230 Move Milestone:
Published Milestone - Showing labels, key tasks with AJAX enabled checkboxes, the assignment details, and (at the bottom) a list of the most recent activity related to that milestone.
The example above is one of 75 or more milestone profile pages that may be active at any time.
Wiki Page with Section of Alphabetical list of Active Milestones
Milestone Centric Communication and Information Management
With 75 or more active milestones at any time, e-mail is an untenable way to communicate and gain a sense of status.
- Status reports
Any given page may have any number or labels.
Distinguishing between Questions and Issues can be a challenge at first look.
The IT Projects newspage provides a dashboard view of all activity, organized by content Section in the main body.
Project Newspage - Summary of new content and label activity, with the option to easily add a new page to any section.
The Status Report and Meeting Notes sections are followed by sections for Open Issues, Questions, All Recent entries, and Bulletins.
Interactive Drill Down and Reporting Adds Ad-Hoc Flexibility
The sections project newspage generally provide a view of the most current activity, organized by type (Meeting vs.
Challenged with a commitment to deliver on the MBD-Online milestone, a team member may want to drill into everything related to that milestone, then look at related Issues which have yet to be resolved.
Multi-page view of Issues tagged with MBD-Online and To Do labels - Shown in "Brief" which displays one paragraph each.
Flexible output and reporting is also essential for meeting support.
Export to Excel - For review and sorting in meetings.
The ability to export to this familiar format helped to bridge the gap between the former and the new process.
Collaboration Breakthroughs and Steps Ahead
Project management communication breakthrough is supported by the wiki driven system allowing for instant visibility into their various processes and made it possible to quickly assess progress, issues for a given milestone or across a set of milestones or managers.
The minimal structure offered enough guidance for the collaborative process to achieve overnight adoption and a durable use case which has stood the test of a year as of the summer of 2007.
The overall system makes it simple to view the history and see which milestones were completed by day, week or month and then understand all the context surrounding the completion of those milestones.
Now that the milestone management process has solidified and proved durable for a year since the summer of 2006, the Bank looks forward to using this as a model for other groups across the organization.
For more comments and analysis on Shorebank, see also:
Another Enterprise Blog and Wiki Success Story from Traction – Shore Bank by Bill Ives
The Yin and Yang of Enterprise 2.
19 June 2007 | E2.
January 2007 | Blogs and wikis: ready for prime time?