Social Business Safe Collaboration TipsBlame it on the Consumerization of IT, the "bring your own device" movement, the seemingly inescapable trend of all things moving toward the cloud, or the cyclical move from single-vendor solutions to best-of-breed (a cycle that seems to repeat itself every five to seven years). Regardless of these trends or cycles, collaboration environments within the enterprise are rapidly expanding. 

While SharePoint maintains a solid lead as the choice for "system of record" structured collaboration, the latest version (SharePoint 2013) coupled with Office365 and Yammer also show how serious Microsoft is pushing towards the cloud, positioning it among a host of available industry solutions that businesses are using to collaborate across various workloads.

These include Salesforce's Chatter, bringing social to their customer relationship management (CRM) platform; Box, with their simple but practical cloud-based social and document management solution; Jive, which provides a comprehensive social and marketing research platform; and a variety of cloud-based file storage platforms including SkyDrive, DropBox, Google Drive and others. 

Even the most secure environments are seeing multiple tools and platforms popping up around their organizations -- and many CIOs have made the strategic decision to err on the side of end user engagement by allowing their employees to have a choice in the solutions they use (as if they could be stopped -- Ha!).

In a recent presentation at a think-tank event sponsored by AIIM.org, Tom Murphy, CIO of the University of Pennsylvania, provided a compelling answer to this decision within his own organization: "The mistake is to approach this from a technology perspective, and not from a business perspective. The goal is to get people collaborating."

If a collaboration platform is secure and compliant, and yet nobody uses it, what’s the point?

The goal of every business when strategizing their collaboration efforts is to improve overall engagement on the platforms in place today, or to augment with compatible technologies that will increase overall collaboration -- which sometimes means supporting platforms to fill those gaps or meet personal preferences that do not, on the surface, integrate. Increasingly, organizations are using multiple platforms to meet expanding collaboration needs, and hybrid environments are on the rise. Sales conversations might happen in Chatter, marketing analysis and product management are being done in Jive, support and engineering might manage issue tracking using Jira, and all the while the system of record might be SharePoint for centralizing all content, workflow automation and basic intranet needs. That's a lot of scattered platforms in use at a single organization.

The key to success for managing all of these different tools and platforms can best be summarized by these five tips for IT administrators and business users, and are good to keep in mind when collaborating across multiple platforms:

1. Define How Each Tool is to be Used

Understand the primary use cases for each tool, and their target users. Each solution has specific strengths and clearly defined use cases. Chatter, for example, might be the right place for sales teams to communicate, but is probably not the best platform to use as your system of record for storing content.