3.0 Assessing Your Organization’s Needs

Complete the following worksheets:

Table 3-1 Worksheet 2—Organizational Needs

Heading, Label, or Topic:

Information and Instructions:

Current Team Collaboration Activities

  1. Summarize the current team collaboration activities in your organization.

  2. Identify by name any technologies being used during these activities.

Key Business Drivers

  1. Describe the key business drivers behind your organization's decision to deploy TeamWorks.

Security Policies

  1. Identify all security policies regarding team collaboration.

Compliance and Regulatory Standards

  1. Identify all governmental or other standards that apply to team collaboration.

Table 3-2 Worksheet 3—Use Case Scenarios

Section:

Do the following:

Use Case #

  1. Brainstorm to identify the unique collaboration scenarios (use cases) within your organization.

  2. Copy the “Use Case #” section, including the empty row below it, as many times as needed to cover all the use cases identified.

    For help, see Making a Copy of a Worksheet Section.

  3. Modify each “Use Case #” heading with a brief identifier, such as “HR Questions,” “Facilities Issues,” “Help Desk,” “Product Development,” and so on.

  4. Create a summary description, such as the following:

    Product development teams need a forum for sharing ideas, questions, and answers as they plan and execute product development plans.

  5. Brainstorm to fill in as many of the Answer cells as you can at this point in the planning process.

    Don’t spend too much effort at this point, You can revisit this and other worksheets as the scope of your deployment becomes clearer.

    For example:

    • Approximately how many users will do this?

      - 100 employees in 5 teams

    • Where will they be located when accessing TeamWorks?

      - 96 Developers, QA specialists, information specialists, managers, project managers, support technicians, and marketing managers, onsite at their workstations

      - 4 Product managers, generally off-site using iOS mobile devices.

    • What kinds of network connections will they use?

      - Developers, etc. – GbEthernet

      - Product Managers - 3G or better mobile service

    • What will they be doing?

      - All – Proposing topics for conversation, asking and answering questions, commenting on conversation threads, sharing files (mostly MS Office files, but also graphics and some videos)