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    Collaboration

    Information SystemsDavid Kroenke

    Using MIS 3e

    Chapter 2

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    Copyright 2011 Pearson Education, Inc. Publishing as Prentice Hall 2-2

    One of the best ways of improving team meetings is to use collaborationinformation systems, as youll learn in this chapter.

    We begin by defining and describing collaboration. Given that definition,

    well then look at the five components of a collaboration system and

    consider the procedure and people components in particular. Then, well

    examine how three different types of collaboration system can be used

    to facilitate communication, manage the teams work product, andcontrol team workflow. Well then consider collaboration in the business

    context. Well examine how information systems improve collaboration

    for problem solving, project management, and decision making.

    As you read this chapter, keep in mind (from Chapter 1) that

    collaboration is one of the four critical skills that Robert Reich identified

    for twenty-first-century workers. As youll see, the ability to use

    collaboration systems is a key part of modern collaboration skills.

    Chapter Preview

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    Q1 What is collaboration?Q2. What are the components of a collaboration information

    system?

    Q3. How can you use collaboration systems to improve team

    communication?Q4. How can you use collaboration systems to manage

    content?

    Q5. How can you use collaboration systems to control

    workflow?

    Q6. How do businesses use collaboration systems?Q7. 2020?

    Study Questions

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    Does that FlexTime meeting sound likemeetings you have with fellow students?

    It doesnt have to be that way.

    One of the best ways of improving teammeetings is to use collaboration.

    Chapter Opening Scenario

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    Collaboration occurs when two or morepeople work together to achieve a common:

    Goal

    Result

    Work product

    Greater than individuals working alone

    Involves more than coordination andcommunication alone

    What Is Collaboration?

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    Feedback and iteration provide an opportunity for

    team members to:

    Proceed in a series of steps (iterations) by

    continuously reviewing and revising one anothers

    work.

    Learn from one another rather than working in

    isolation.

    Change the way they work and what they produce.

    Ultimately, produce a product thats greater (and

    better) than an individual could accomplish working

    alone.

    Importance of

    Feedback and Iteration

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    Effectiveness of a collaborative effort isdriven by three critical factors:

    1. Communication

    2. Content management3. Workflow control

    Critical Collaboration Drivers

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    Communication skills and abilities of groupmembers

    Key Elements

    Ability to give and receive critical feedback?Availability and use of effective

    communication systems

    Communication

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    Users need to manage content in order toavoid conflicts.

    Need to know who made what changes,when, and why. Content-managementsystems track and report such data.

    Members have different rights and privileges.

    Information systems play a key role inenforcing such restrictions.

    Content Management

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    Workflow is a process or procedure to create,edit, use, and dispose of content.

    It specifies the particular ordering of tasks.

    It includes processes for handling rejectedchanges and exceptions.

    It ensures tasks are completed in an orderlymanner.

    Ad hoc groupscommunication mostimportant drive, rather than formalizeworkflows.

    Workflow Control

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    Q1 What is collaboration?

    Q2. What are the components of a

    collaboration information system?

    Q3. How can you use collaboration systems to improve team

    communication?

    Q4. How can you use collaboration systems to manage

    content?

    Q5. How can you use collaboration systems to control

    workflow?

    Q6. How do businesses use collaboration systems?

    Q7. 2020?

    Study Questions

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    Hardware Client hardware

    Computers and other communication devices

    (iPhones, Blackberries)

    Server hardware

    Computers installed and operated by IT

    professionals that support the collaboration

    system.

    Components of a Collaboration

    Information System

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    Google Docs & Spreadsheets Free, only need Web browser to use

    Microsoft Groove

    Must be installed on the client computers of all

    group members

    Microsoft SharePoint

    Setup on a server computer

    User need only browser to use

    Integrated with Microsoft Office

    Can be expensive for business users

    Software

    https://www.google.com/accounts/ServiceLogin?service=writely&passive=true&nui=1&continue=http%3A%2F%2Fdocs.google.com%2F&followup=http%3A%2F%2Fdocs.google.com%2F&ltmpl=homepage&rm=falsehttp://office.microsoft.com/en-us/groove/default.aspxhttp://sharepoint.microsoft.com/Pages/Default.aspxhttp://sharepoint.microsoft.com/Pages/Default.aspxhttp://office.microsoft.com/en-us/groove/default.aspxhttps://www.google.com/accounts/ServiceLogin?service=writely&passive=true&nui=1&continue=http%3A%2F%2Fdocs.google.com%2F&followup=http%3A%2F%2Fdocs.google.com%2F&ltmpl=homepage&rm=false
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    Components of a Collaboration

    Information System

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    Collaboration data consists of documents,discussions, tasks lists, and other types of team data.

    Google Docs & Spreadsheets will store and manage

    Word and Excel documents.

    Groove allows users to store almost any kind ofcomputer file including Word, Excel, PowerPoint,

    Acrobat, pictures, drawings, other document types,

    multiparty chat, chat session logs, VoIP.

    SharePoint can store discussion lists, task lists,announcements, calendars, and more. SharePoint

    supports team Wikis and team member blogs.

    Data

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    1. Procedures for using the collaborationsoftware:

    Perform basic tasks like creating announcements,

    reading and storing documents, adding items to

    lists, responding to surveys and so forth.

    2. Procedures for conducting a collaborative

    project:

    Concerns how the team will perform its

    collaborative work.

    Types of Collaboration

    Procedures

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    Starting phase Planning phase

    Doing

    Wrapping-up Iteration and feedbackloop is nature and

    power of collaboration

    Collaboration Procedures

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    Set ground rules Consider team authorityset goal/objectives

    and determine how to accomplish them

    Set expectations for team members Role each will play

    Authority for each member

    Establish procedures for meetings

    Starting Phase

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    Determine who will do what and by when Identify task dependencies

    Evaluate alternatives

    Make clear assignments of tasks to teammembers:

    To ensure that team members know when,

    and by whom, tasks will be accomplished.

    Planning Phase

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    Ensure that tasks are accomplished on time Identify schedule problems as early as

    possible

    Add, delete, modify tasks, change taskassignments, add or remove task labor and so

    forth, as necessary

    Doing

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    Document results Document the learnings for future teams

    Close down the project and disband

    Wrapping-Up

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    Decisions and Procedures

    for Project Phases

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    Important and Not-Important

    Characteristics of a Collaborator

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    Q1 What is collaboration?Q2. What are the components of a collaboration

    information system?

    Q3. How can you use collaboration systems

    to improve team communication?Q4. How can you use collaboration systems to manage content?

    Q5. How can you use collaboration systems to control workflow?

    Q6. How do businesses use collaboration systems?

    Q7. 2020?

    Study Questions

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    Synchronous communication Team members meet at the same time, but not

    necessarily at the same geographic location.

    It may include conference calls, face-to-face-

    meetings, or online meetings.

    Asynchronous communication

    Team members do not meet at the same time or in

    the same geographic location.

    It may include discussion forums or email

    exchanges.

    Types of Communication

    http://en.wikipedia.org/wiki/Asynchronous_communicationhttp://en.wikipedia.org/wiki/Asynchronous_communication
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    Technology Available to Facilitate

    Communication

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    Dont require everyone to be in same place at sametime

    Virtual meeting tools Conference callscan be difficult to arrange the right time

    Multiparty text chateasier to arrange if everyone has mobile

    texting Videoconferencingrequires everyone to have the proper

    equipment

    Emailmost familiar but has serious drawbacks in contentmanagement

    Discussion forumscontent is more organized than email Team surveyseasy to manage but dont provide very much

    interactive discussion

    Virtual Meetings

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    Group calendarOutlook, Evite Virtual meetingsSynchronous

    Conference calls

    WebinarsWebEx, SharedView Multiparty text chatGroove

    VideoconferencingLive Meeting

    Students Should Forgo

    Face-to-Face Meetings

    http://www.invite.com/http://www.webex.com/http://www.connect.microsoft.com/site/sitehome.aspx?SiteID=94http://office.microsoft.com/en-us/groove/HA101672641033.aspxhttp://office.microsoft.com/en-us/livemeeting/default.aspxhttp://office.microsoft.com/en-us/livemeeting/default.aspxhttp://office.microsoft.com/en-us/groove/HA101672641033.aspxhttp://www.connect.microsoft.com/site/sitehome.aspx?SiteID=94http://www.webex.com/http://www.invite.com/
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    Figure 2-5

    User Participating

    in NetMeeting

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    Email: Problem of too much freedom, too easy to

    hide

    Discussion threads disorganized,disconnected

    Difficult to find particular emails, comments,

    or attachments

    Communicating Asynchronously

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    Fig 2-6 Example of Discussion Forum

    Example of Discussion Forum

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    Portion of Sample Team Survey

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    Q1 What is collaboration?Q2. What are the components of a collaboration information

    system?

    Q3. How can you use collaboration systems to improve team

    communication?

    Q4. How can you use collaboration

    systems to manage content?Q5. How can you use collaboration systems to control

    workflow?

    Q6. How do businesses use collaboration systems?

    Q7. 2020?

    Study Questions

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    Three Categories of Sharing

    Content Your choice depends on the degree of control your

    team needs to complete their tasks

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    Email attachments are most primitive andhave numerous problems. Someone may not receive the email, ignores it,

    doesnt notice it, or does not save the attachments.

    Difficult to manage attachments.

    Shared file server provides a single storagelocation for all team members. Uses FTP technology to access files

    Known location for finding documents

    Problems can occur if multiple team members tryusing same file at same time.

    Shared Content with No Control

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    Version managementtrack changes todocuments and provide features and functions

    to accommodate concurrent work

    Three version-management systems

    1. Wikis

    2. Google Docs & Spreadsheets

    3. Microsoft Office Groove

    Shared Content with

    Version Management

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    Wikis are shared knowledge bases, repositories ofteam knowledge that can track changes.

    Simplest version-management systems

    Most famous wiki is wikipedia.org

    Publicly available general encyclopedia

    Tracks who created entry, date of creation, identity of

    who changed entry, date, and possibly other data. Some users are given permission to delete wiki

    entries.

    Wikis (We-keys)

    http://en.wikipedia.org/wiki/Wikihttp://en.wikipedia.org/wiki/Wiki
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    Figure 2-9

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    Access at http://docs.google.com with a Googleaccount (not same as Gmail account)

    Google account can be affiliated with whatever email

    account you provide.

    Documents are stored on Google servers making

    them accessible from anywhere.

    Team members can track revisions and review

    change summaries.

    A free service but you must use Google programs for

    processing.

    Google Docs & Spreadsheets

    http://docs.google.com/http://docs.google.com/
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    Sample Google Docs & Spreadsheets Document Versions

    Revisions Shared by Three People

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    A user creates a workspace and invite others to join. Workspace has a collection of tools

    Automatically propagates changes to workspace to all group

    members computers.

    Show all work that was done while user was away Does concurrent update control

    Multiuser chat, VoIP

    Use it asynchronously or synchronously

    Use any computer or server to access workspaces

    Each user must have a license and install it on each computer

    (may be exceptions).

    Microsoft Office Groove

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    Each user must purchase a license for Groove. Groove must be installed on each members computer.

    Member creates a workspace, which is a collection of tools,

    documents, and users. The creator of the workspace invites

    others to join by sending them an email.

    Invitee accepts to join the workspace and can view all workspace

    contents, including documents, schedules, drawings,

    announcements of meetings, and so forth.

    When a user changes a document, Groove automatically

    propagates that change to workspaces on other users

    computers.

    Supports multiuser text chat and Voice over IP (VoIP).

    Downside of Groove

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    Fig 2-11 Example Groove Workspace

    Example of Groove Workspace

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    Each team member is given an account with a set ofpermissions.

    More control over changes to documents.

    Uses shared directories (a.k.a. libraries) to store documents.

    Users are given permissions that limit what they can do with thedocuments.

    Permissionsuser might have read-only permission for library 1;

    read and edit permission for library 2; read, edit, and delete

    permission for library 3; and no permission even to see library 4.

    Requires users to check out documents and check them back in.

    Shared Content with Version

    Control

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    Fig 2-11

    Example of Document Checkout

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    Microsoft SharePoint is the most popular for businessuse.

    Requires a publicly accessible server

    Difficult to install

    Has features for creating and managing team work products:

    surveys, discussion forums, wikis, member blogs, member

    Web sites, and workflow

    Master Control

    Document Locator

    CVSsoftware team use

    Subversioncontrol versions of software code, test

    plans, and product documentation

    Version-Control Applications

    http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspxhttp://www.mastercontrol.com/http://www.documentlocator.com/http://www.mastercontrol.com/http://www.cvs.com/http://www.mastercontrol.com/http://www.subversion.com/http://www.mastercontrol.com/http://www.mastercontrol.com/http://www.subversion.com/http://www.mastercontrol.com/http://www.cvs.com/http://www.mastercontrol.com/http://www.documentlocator.com/http://www.mastercontrol.com/http://www.mastercontrol.com/http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspxhttp://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx
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    Figure 2-12

    Checking Out Document

    Problem_Definition_Ricky

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    Q1 What is collaboration?Q2. What are the components of a collaboration

    information system?

    Q3. How can you use collaboration systems to improve team

    communication?

    Q4. How can you use collaboration systems to managecontent?

    Q5. How can you use collaboration

    systems to control workflow?

    Q6. How do businesses use collaboration systems?

    Q7. 2020?

    Study Questions

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    Sequential workflow When a document is reviewed by one group member, then

    another, and so forth

    Parallel workflow

    When documents are reviewed simultaneously by multiple

    members

    SharePoint site

    Workflows can be defined and SharePoint ensures team

    members perform required tasks

    Types of Workflow

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    Fig 2-13

    Sample Sequential Workflow

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    Fig 2-14

    SharePoint Workflow Form

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    Fig 2-15

    SharePoint Sequential Workflow

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    Q1 What is collaboration?Q2. What are the components of a collaboration information

    system?

    Q3. How can you use collaboration systems to improve team

    communication?

    Q4. How can you use collaboration systems to managecontent?

    Q5. How can you use collaboration systems to control

    workflow?

    Q6. How do businesses use collaborationsystems?Q7. 2020?

    Study Questions

    U i C ll b ti S t f

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    Problem: Perceived difference between what is and what

    ought to be

    Different people can define/perceive a problem

    differently Tara defines the problem as Felix doesnt regularly

    come to meetings. Felix defines the problem as the

    team is focused on cost savings when it should be

    focused on revenue. Other team members mighthave other definitions.

    Using Collaboration Systems for

    Problem Solving?

    U i C ll b ti S t f

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    Using Collaboration Systems for

    Project Management

    Procedures and Decisions for Project Phases

    U i C ll b ti S t f

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    Operational decisions Concern day-to-day activitiesHow many widgets should we order

    from vendor A?

    Obtain data from transaction processing systems

    Require very little collaboration

    Managerial decisions Focus on the allocation and utilization of resourcesHow many

    engineers should we assign to project B?

    Require some collaboration

    Strategic decisions Are broader in their scope and center around organizational

    issuesShould we start a new product line?

    Are almost always collaborative

    Using Collaboration Systems for

    Decision Making?

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    Structured Decisions Have an understood and accepted method for

    making decisions

    Have optimal solution

    Require very little collaboration

    Unstructured Decisions

    No agreed-on decision-making method

    No proven optimal solution

    Are often a collaborative process

    Two Decision Processes

    R l ti hi B t D i i

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    Operational decisions tend to be structured. Strategic decisions tend to be unstructured.

    Managerial decisions tend to be both structured andunstructured.

    Unstructured operational decision: How many taxicabdrivers do we need on the night before thehomecoming game?

    Structured strategic decision: How should we assignsales quotas for a new product?

    Relationship Between Decision

    Type and Decision Process

    D i i P d D i i

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    Fig 2-18

    Decision Process and Decision

    Type

    Decision Making and

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    Few structured decisions need collaboration. No feedback or iteration are necessary

    Collaboration in routine, structured decisions is

    expensive, wasteful, and frustrating.

    Unstructured decisions Feedback and iteration are crucial

    Different perspectives required

    Communications systems are very important to the

    process.

    Decision Making and

    Collaboration Systems

    Collaboration Needs by Decision

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    Fig 2-19

    Collaboration Needs by Decision

    Types

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    Q1 What is collaboration?

    Q2. What are the components of a collaboration information

    system?

    Q3. How can you use collaboration systems to improve team

    communication?

    Q4. How can you use collaboration systems to managecontent?

    Q5. How can you use collaboration systems to control

    workflow?

    Q6. How do businesses use collaboration systems?

    Q7. 2020?

    Study Questions

    How Will Collaboration

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    Face-to-face meetings (F2F) will be rare. Employees not needed to be present on site will work

    at home, either full time or at least several days a

    week.

    Nearly all corporate training will be online, mostlyasynchronous.

    Business travel will be a shadow of its former self.

    Travel industry will re-organize for nearly exclusively

    for recreational travel. Conventions will become virtual.

    How Will Collaboration

    Change By 2020?

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    VirtualSomething appears to exist thatdoes not exist in fact.

    Is everyone present?

    Is everyone really who they say they are? (No

    spoofing) Is everyone invited who should be?

    Was everyone, in fact, notified?

    Is it illegal to spoof someone?

    Are your ethics virtual?

    If others cheat on an online exam, are you justified to

    cheat too?

    Ethics Guide: Virtual Ethics?

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    Collaboration systems pose serious security risks. All documents are stored on Google computers,

    which are located, well, who knows where? Does

    Google protect those computers appropriately? If

    those computers are located in, say, San Francisco,

    will they survive an earthquake?

    Wireless traffic is unprotected from wireless snoopers.

    Are you processing that data at a local coffee shop?

    Do you care that anyone in that shop can copy your

    data?

    Guide: Securing Collaboration

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    You post data in a Groove workspace so both your advertising

    agency and marketing guru can view it. You have just violated

    corporate security.

    Marketing guru makes a copy and uses it to improve her

    knowledge of consumer behavior. Unknown to you, she also

    consults for your chief rival and uses that knowledge to benefityour competitor.

    SharePoint has extensive security features, if administrator

    implemented a proper security plan.

    But, SharePoint makes it easy to download data.

    Guide: Securing Collaboration

    Ethics Guide: Egocentric vs

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    Egocentric thinking Centers on self

    Im right, everyone else is wrong.

    I believe sales are declining because our price is

    too high. We need to cut the price.

    Empathetic thinking My view is one possible interpretation.

    Take time to learn what others are thinking.

    Take time to understand the problem domain as a

    system. (What factors can affect sales?)

    Ethics Guide: Egocentric vs.

    Empathetic Thinking

    2-67

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    Professor Jones, I couldnt come to class lastMonday. Did we do anything important?

    Egocentric thinking Implies the student isnt accountable for his actions Implies professor lectured on nothing important Doesnt take into account professors view of

    absences Assumes the professor has time to rehash the class

    discussions and activities one-on-one Puts responsibility on the professor to remember

    everything said in class

    Egocentric Thinking

    2-68

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    I couldnt come to class, but I got the class notesfrom Mary. I read through them, and I have aquestionOh by the way, Im sorry to trouble you withmy problem.

    Empathetic thinking approach Takes personal responsibility Minimizes impact of absence on someone else Considers impact from professors side

    Considers that the professor must interrupt theirother work to give extra help so you can recoverfrom your absence

    Empathetic Thinking

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    Q1. What is collaboration?

    Q2. What are the components of a collaboration information

    system?

    Q3. How can you use collaboration systems to improve team

    communication?

    Q4. How can you use collaboration systems to managecontent?

    Q5. How can you use collaboration systems to control

    workflow?

    Q6. How do businesses use collaboration systems?

    Q7. 2020?

    Active Review

    Case Study 2: Microsoft

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    Operates a network of 21 hospitals with over 2,300 staffed

    hospital beds

    130,000 patients and delivered 33,000 babies

    Has more than 150 clinics and employs more than 30,000 people

    Provides free private Web pages for patients or family membersto communicate patient care and health matters to one another

    Provides a facility by which family and friends can send emails to

    patients that are printed and delivered to patients

    Web-based portal that patients use to view test results, make

    appointments, view medical records, and conduct other

    healthcare matters.

    Provides a Web nursery of photos of recently born babies

    Case Study 2: Microsoft

    SharePoint at Intermountain

    Healthcare

    Microsoft SharePoint at

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    Microsoft SharePoint at

    Intermountain Healthcare

    Microsoft SharePoint at

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    Publishes traditional business documents such as

    announcements, policies, forms, pay schedules, consolidated

    business reports under a SharePoint umbrella

    Employees have one place to go to find and produce reports that

    they want.

    Result is reduced costs and better information for employees Employees can post new procedures or techniques or new ways

    of solving problems and can describe them on SharePoint sites.

    Made it easy for users to create Team Spaces where teams

    could collaborate on documents, share calendars, and perform

    other collaboration functions No formal user training; created a short video that walked users

    through process

    Thousands of employees contribute online now

    Microsoft SharePoint at

    Intermountain Healthcare

    Microsoft SharePoint at Intermountain

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    Microsoft SharePoint at Intermountain

    Healthcare

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    All rights reserved. No part of this publication may be reproduced, stored in a

    retrieval system, or transmitted, in any form or by any means, electronic,

    mechanical, photocopying, recording, or otherwise, without the prior written

    permission of the publisher. Printed in the United States of America.

    Copyright 2011 Pearson Education, Inc.Publishing as Prentice Hall