Bay Area CIO/IT Executives Meetups: Blog

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Government and Non-Profits 2.0: Social Media - Best Practices

First “all female” Panel bringing together the best of Government 2.0, Social Media and the Intersection with Non Profits.

Showcasing how “smart deployment’ and adoption of new tools are already revolutionizing how these three areas function individually, and how new tools allow cross integration like never before.

What success stories are in place now?

How can the marrying of technology, Government and Non Profits help to bring a better and more secure society?

Moderator: Alan W. Silberberg
Alan is the Co-Founder and CEO of the Political and Social Advocacy website, You2Gov.org. You2Gov created an innovative and ground breaking Government 2.0 platform that connects regular people to their Elected Officials at the White House, Congress, All 50 Legislatures and State Capitols. The platform is also a private label social network that marries four major technologies into one completely customizable platform, Advocacy, Social Networking, CRM and CMS. You2Gov currently serves clients in the Federal Government, Private Companies and Several State Governments in the US. Alan is a frequent speaker on Government 2.0 issues surrounding development and implementation of innovative and trans-formative technologies. He was a panelist at the Open Government and Innovations Conference, and Sponsor and Speaker at CongressCamp among others.
Panelists:
Beth Kanter
Beth is the author of Beth’s Blog: How Nonprofits Can Use Social Media (http://beth.typepad.c…, one of the longest running and most popular blogs for nonprofits. A frequent contributor to many nonprofit technology web sites,blogs, and magazines, Beth has authored chapters in several books, including “Managing Technology to Meet Your Mission: A Strategic Guide for Nonprofit Leaders,” edited by NTEN both published in 2009. A much in demand speaker and trainer, she was the keynote speaker for the Cambodian Bloggers Conference in Phnom Penh, The Connecting Up Conference in Brisbane, Australia, Minnesota Council on Nonprofits, Making Media Conference in Chicago and others. She has presented about nonprofits and social media at some of the leading social media industry conferences including O’Reilly’s Graphing Social Patterns, Gnomedex, SWSX, Blogher, and Podcamp. She is curating NTEN’s “We Are Media: Nonprofit Social Media Starter Kit,” an online community of people from nonprofits who are interested in learning and teaching about how social media strategies and tools can enable nonprofit organizations to create, compile, and distribute their stories and change the world. In 2009, she was named by Fast Company Magazine as one of the most influential women in technology and one of Business Week’s “Voices of Innovation for Social Media.” She is the 2009 Visting Scholar for Social Media and Nonprofits for the Packard Foundation. Her book, The Networked Nonprofit, co-authored with Allison Fine, will be published by Wiley in 2010.

Gwyneth Galbraith
Opportunity Fund is one of the largest microlenders in California. Previously, she was a strategic development consultant focused on major gifts fundraising, strategic planning, communications, and financial analysis for a variety of nonprofits, including Opportunity Fund, The Rockridge Institute, and the Arthur Ross Gallery. Gwyneth spent five years as a development director at the University of California, Berkeley, and has also worked at the University of Chicago and The New Yorker magazine. Gwyneth holds a BA from the University of Pennsylvania and an MBA from UC Berkeley. She serves on the Advisory Board for the Center for Nonprofit and Public Leadership at the Haas School of Business at UC Berkeley.

Since its founding in 1995, Opportunity Fund has originated $9.8 million in loans to small businesses and has invested more than $130 million into needy communities in the San Francisco Bay Area. Opportunity Fund’s leadership team has received the Skoll Award for Innovation in Silicon Valley, the Wachovia Impact award, the James Irvine Foundation Leadership Award and the SBA Financial Services Advocate of the Year. In addition to the Small Business Loan Program, Opportunity Fund operates one of the largest matched-savings account programs in the country and is a leader in providing innovative financing to community real estate projects in the Bay Area.

Debra Bowen
A pioneer in open government reform, election integrity, and personal privacy rights, Debra Bowen became only the sixth woman in California history elected to a statewide constitutional office when she was elected as Secretary of State in November 2006.

As the chief elections officer for the largest state in the nation, Secretary Bowen is responsible for overseeing state and federal elections, a role that also requires her to test and certify the voting equipment used in California. Her goal is to ensure that voting machines certified for use in Californians elections are secure, accurate, reliable, and accessible, and every voter’s ballot is counted exactly as it was cast. In her first year in office, Secretary Bowen commissioned an independent, top-to-bottom review of voting technology, as well as a comprehensive review of the state’s decades-old election auditing standards. Following the top-to-bottom review, Bowen strictly limited the use of direct recording electronic voting machines, and imposed significant security and auditing requirements on systems used in California elections. Secretary Bowen was recognized for her national leadership in election integrity with the 2008 John F. Kennedy Profile in Courage AwardTM, the nation’s most prestigious honor for elected public servants who choose principles over partisanship.

Events

Is Social CRM ( SCRM ) for Real?

“ Excellent topic and Great speakers. It was an wonderful opportunity to meet with Anthony Lye, SVP Products, Oracle. Thanks Tatyana for organizing this event. ”
“ A great opportunity to learn about this moving target of Social CRM. There is a ton of info and mis-info out there. It’s especially beneficial to exchange ideas in person and not just in the cloud. ”
“ Insightful comments from Chris Carfi, Tony Nemelka, Anthony Lye, Lyle Fong, Esteban Kolsky, all experts in CRM. Very useful to hear what enterprises are doing — or not doing — to incorporate social media in their CRM efforts. Thank you, Tatyana! ”

Feedback says it all!

Greatly anticipated panel discussions on SCRMdefinitely met expectations!

More about the panel:
Moderator: Esteban Kolsky

Esteban Kolsky is the Founder and Principal of ThinkJar LLC, a research and consulting organization focused on multi-channel Experience Management. He currently helps clients determine how to design, implement, and manage better experiences for communities and customers across all channels, including the new media and social channels. He also conducts research on SCRM and Communiities, which is distributed through his blog “CRM Intelligence and Strategies”.

Esteban has over 22 years of experience in the Customer Service and CRM space, spending more than ten of those years working as a consultant and advisor to some of the largest global organizations on their strategies for Customer Service, CRM and Experience Management. He also spent eight years at Gartner as an analyst writing about the future of CRM and CEM, including coining the concepts for Enterprise Feedback Management and Collaborative Customer Service, two of the hottest trends in social media.

Lyle Fong, CEO and Co-Founder Lithium

Lyle Fong is the CEO & Co-Founder of Lithium Technologies, the leading provider of Social CRM solutions to power the customer network. Working with market leaders such as Best Buy, Sony, AT&T, Research In Motion Limited (RIM), Univision, and PayPal, Lithium is delivering the next generation of customer relationships, combining the power of online customer communities with the broader social web and traditional CRM business processes to inspire customers to innovate, promote, and support on the company’s behalf.

Prior to starting Lithium Technologies, Lyle co-founded GX Media, where he was the CTO. He drove the development of Gamers.com, which was rated the #1 independent gaming portal by Nielsen NetRatings. Lyle was instrumental in raising a total of $15M in funding led by CMGI, negotiating multi-million dollar technology licensing deals with Dell, Sony, AltaVista, and Ziff-Davis, and spearheading the spin-off of Lithium Technologies. Lyle was also the driving force behind the creation of technologies for professional gaming, including a global rankings system, tournament engine, and a real-time match reporting and spectating system. These technologies were the key success factors behind the AMD PGL, the most successful and highly acclaimed professional gaming league to date with over 100 million media impressions, and also numerous tournaments for Sega.

Anthony Lye, SVP Products, Oracle

Anthony Lye is the senior vice president of CRM, responsible for the Oracle CRM and Siebel CRM On Demand businesses worldwide at Oracle. Previously Mr. Lye was the group vice president of CRM Products at Oracle, responsible for Oracle’s CRM product strategy and product management for CRM in the applications development organization.

Prior to joining Oracle in 2006, Mr. Lye was the group vice president and GM of CRM products at Siebel Systems. Anthony was responsible for Siebel’s vertical and horizontal CRM application technologies. Mr. Lye managed and directed all of Siebel’s enterprise application strategy, product marketing and product management.

Prior to Siebel, Mr. Lye spent six years as president and CEO of ePeople, a company he ran with help and investment from David Stamm, founder of Clarify and Steve Goldsworthy, founder of Vantive. Prior to ePeople, Mr. Lye was the vice president of marketing at Categoric Software in the enterprise event management business, was senior director and general manager at Remedy Corporation for five years for global major accounts, strategic alliances and Remedy’s international business operations. Mr. Lye also worked in product marketing at Tivoli Systems and was a management consultant focused on distributed systems at Arthur Anderson, now Accenture, in the financial services vertical in London and New York.

Anthony Nemelka, Social CRM Pioneer and former CEO of Helpstream

Tony Nemelka is the co-founder and former CEO of Helpstream, Inc., a venture-backed Software-as-a-Service company located in Mountain View, California. Tony was the visionary behind Helpstream when he and co-founder Dan Hardy set out to design and develop a radically new software application for customer service and customer relationship management – now referred to as Social CRM.
Tony’s vision of infusing business processes with social technologies made available via the Web, and leveraging online communities to drive more effective interaction and engagement between companies and their customers, resulted in one of the first commercially available and highly acclaimed Social CRM products in the market – Helpstream. Tony served as Helpstream’s CEO from January 2006 through July 2009.

Prior to Helpstream, Tony was Vice President of the Asia Pacific region at Adobe Systems, responsible for sales and services across a region that includes both the fastest growing and most technologically sophisticated markets in the world — China, India, Japan, Korea, Southeast Asia, and Australia. He lived in Japan for several years where he was Founder and CEO of Epiphany Japan and General Manager and President of PeopleSoft Japan. He speaks fluent Japanese and some Chinese. Tony started his career at IBM, spending 13 years marketing a wide variety of hardware, software, and services across multiple industries from 1986 through 1998.

Christopher Carfi, Author of The Social Customer Manifesto and Thought Leader in SCRM

Currently, I’m a co-founder of Cerado, Inc.
We work with companies to help them to understand what their customers are thinking (by doing crazy things like going out and having conversations with those customers). We also help our clients understand what their competitors are doing, so they can thwart them at every turn. Most of our customers turn to us for services such as Win/Loss Analysis and Competitive Intelligence*.
I’ve spent the last six or so years working with organizations to help them better connect with their customers at a real, non-synthetic level. Hence the interests in things like blogs, wikis, and social networks.

Photos from the event:

The main point has been proved: SCRM is REAL!

Join our LinkedIn and Facebook groups to stay connected with top Silicon Valley executives!

Intuit: Catalyzing innovation and collaboration in the organization with Social Media

“ Great speaker, great innovative (and innovation sparking) product within Intuit and good discussion. ”

“ Great topic — very useful to organizations. Intuit is leading the way. The speaker Tad Milbourn was very polished, very good at leading group discussion regarding his new product to manage innovation, Brainstorm. I was impressed from start to finish. Look forward to learning more new things at the next CIO meetup. Thanks, Tatyana! - marymac ”

“ Tad gave a great perspective on tools, culture, & collaboration, and how the Brainstorm tool fits in. Excellent use cases and discussion of overall vision. I’ll have a blog post out on this by the end of the week: TerriGriffith.com/blog ”

You can read more about this talk here.


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Meetup recap: Dell: How to make Social Media work for your business.

I was busy for the last month or so working on the production of a book launch party for Shel Israel’s book “Twitterville”.

One day - about 10 days prior to the event, checking all the confirmed attendees.. something clicked in my mind - there are so many very smart, exciting people flying in from all over the state and I should really try to get some of them to speak at one of my events.

The immediate first choice was to approach the team from Dell. I knew how well Dell was utilizing social media channels - they even were able to tie the use of those channels to the real life $$$.

Luckily for me, Richard and Lionel were staying in Bay Area for another day or so after the #tBASH and agreed to present! I was so happy!

What made me even happier was the feedback that was left after the event by attendees:

“ Great speakers. Good insight from their experience with social media. ”

“ Truly one of the most insightful presentations yet. Richard Binhammer and Lionel Menchaca are clearly writing the book on how a large company should/could utilize social media to identify issues, defuse complaints, generate ideas from the user base and regain status for a brand. They have gone further than many in developing the metrics and ROI for social media, and in creating collaboration and referral processes that engage other teams in the company. Thanks again to Tatyana for offering great food for thought and, as usual, for the palate. ”

“ Outstanding Meetup … These events just keep getting better. Enjoyed learning from front-liners Richard and Lionel exactly how Dell is making it happen and the processes they follow to ensure success. Two hours went by far too quickly. ”

“ Lionel and Richard provided great hands-on, practical social media experience, and were great presenters. Highly recommend! ”

Do I need to add anything else?!

Video [first hour] from the event:

Recap: Twitter for Enterprises: Lessons Learned (CISCO, HP, Intel, Sun)

I am slightly behind on posting videos from meetups - but they are coming!

This was an amazing panel - and I am happy to post materials from this event.
Join us on LinkedIn and Facebook!

Let me know if you are interested in sponsoring these events or have recommendations for the future events: topics/speakers.

Tatyana

New Metrics for New Media by Marc Smith

Our presenter: Marc A. Smith, Chief Social Scientist, Telligent Systems did an amazingly insightful talk about different tools, techniques that could be used to measure social media activities of people.

Marc Smith

Marc Smith

Here is the feedback that has been posted by some of the attendees:

The presentation by Mark Smith was really enlightening. Although I have been involved in social network analysis and programming, I learned quite a bit on social behavior as visualized by those graphs. 
Excellent presentation by Marc A. Smith. Quite insightful as to the future of social networks analysis. Hooray for the sociologists!!! 
Great speaker, great ideas on applying graph theory to social networks and enterprise communications. 
Below is a video recording of the first hour of Marc’s talk.  Followed by his presentation and photos from the event.
Join our meetup group for information about upcoming events! Support this group by joining us on LinkedIn and Facebook.


Twitter For Enterprises: Lessons Learned (CISCO, HP, Intel, Sun)

Our next meetup will present a panel of distinguished speakers from CISCO, HP, Intel and Sun, They will talk about Twitter, how it is used, what worked, what didn’t…

Use the comment option on this post to ask YOUR question to this panel!

Speakers:
LaSandra Brill, Manager, Web & Social Media Marketing at Cisco
Tony (Frosty) Welch, Social Media Strategist for HP’s Personal Systems Group
Michael Brito, Social Media Strategist at Intel
Sumaya Kazi, Senior Social Media Manager, Global Communications Division at Sun Microsystems

For registration and more information click HERE.

From Desktops to Data Centers: Sustainable IT - meetup recap

There are people who talk about Green IT, Sustainable IT, etc.. and there are people who DO it.  Joyce Dickerson is the one who DOES green - green IT, green facilities, sustainbale environments.

She is the one who takes all the tools and gadgets and measures before and after electricity consumptions, puts together sophisticated data analysis spreadsheets and educates people on what works, what doesn’t.

Here is a quote from Michele [to Joyce], who attended this meetup:

“… Your talk was great yesterday. I love your hands on approach - going around with your meter and actually measuring! I think there’s an organizational development business case to be written just about how you are trying to implement across the various parts of Stanford and how their area of study informs their decisions. I learned a lot - thank you. “

I am posting powerpoint slides now and will be adding video recording and photos later.


And here is the video:

Cloud Computing - Security - you will be surprised what you learn!

We invited Mark Kadrich back to give us updates on a very detailed research his company did on a subject of security in cloud computing environment.

Here is an overview of the upcoming meetup:

This talk will build upon the research that TSC has been doing regarding cloud computing and the issues that still plague users and vendors. Most people think of clouds and they think white, pure and fluffy. TSC has discovered that when you talk about cloud computing it’s neither white or pure but many claims are quite puffy. TSC has been following cloud services and related technology for quite a while and Mark Kadrich will be discussing why you should be interested, and what you should be interested in if you are considering using or deploying cloud based services either personally or in your enterprise.

Mark S. Kadrich – CISSP - The Security Consortium, Inc
For the past 20 year Mark Kadrich has been a contributing member of the security community. His strengths are in systems level design, policy generation, end point security, and risk management. His book Endpoint Security (Addison Wesley) is available now. Mr. Kadrich is presently President and CEO of The Security Consortium, whose mission is to provide security testing, research, counsel, and leadership to their customers. Prior to TSC, Mr. Kadrich was Senior Manager of Network and Endpoint Security for Symantec. His role was to ensure that the Symantec business units correctly interpreted security policy during their pursuit of innovative technology solutions. Mr. Kadrich was senior scientist with Sygate Technologies prior to the Symantec acquisition. Mr. Kadrich joined Sygate through the acquisition of a start-up company where he was a founding member.

Gourmet dinner, wine, cold drinks are included!

From Desktops to Data Centers: Sustainable IT

“The Environment and Sustainability” is one of Stanford’s top initiatives, and reducing our own green house gas emissions is an important element of Stanford’s mission. With Computing and IT equipment using nearly 15% of the campus’ annual electricity needs, focusing on Sustainable IT is an important path to reducing overall green house gas emissions.

Joyce Dickerson Director, Sustainable IT Stanford University

Joyce Dickerson, Director of Sustainable IT, will share how Stanford has framed these efforts, what specific projects it is embarking on, and how it calculates green house gas reductions and payback for each initiative it deploys.
For more information and registration info click HERE.

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