Designing channels for complex organisations

A quiet surrealist office in muted grey tones. A woman in a grey suit stands with her back to us, facing five identical open doors. Each doorway reveals a different sky: blue and sunny, dark and stormy, warm evening light, pouring rain, and bright clouds. A sparse wooden desk and lamp sit to one side as she stands motionless, choosing none of the doors.

Somewhere in your organisation there is a person wearing one organisation’s uniform, carrying a second organisation’s lanyard, and logging into a third organisation’s systems with a password only the first can reset.

They are doing a job that at least two of those organisations believe belongs to somebody else.

They are not an edge case. Not any more.

Research by SAP and Oxford Economics, surveying 2,050 executives across more than 20 countries, found that only 58% of workforce spend goes on employees. The other 42% buys contingent workers and service providers: contractors, agencies, IT outsourcers, consultancies. More than half of those executives said their organisation couldn’t conduct business as usual without them.

And yet we still draw the organisation as a pyramid.

One person at the top, everyone else arranged obediently underneath, solid lines and dotted lines and a surprising amount of money spent arguing about where they should go. Then we design internal communications for that picture: one intranet, one all-staff email, one audience, one direction of travel.

The picture was always a simplification. What’s changed is how much of the actual organisation now sits outside it.

The organisation on the slide isn’t the organisation people work in

Real organisations are messy.

Work runs through partners, contractors, shared services, joint ventures and outsourced back offices. Two organisations can share a finance function and approximately none of a culture. A team is fully shared across two employers while HR is shared only transactionally. Someone is employed by one entity, works exclusively for another, and consequently can’t see either one’s internal communications properly.

This isn’t unusual, and it isn’t a temporary state of disrepair on the way to something tidier. It is the organisation.

In Digital Communications at Work, Jonathan Phillips and I describe today’s internal audience as including contractors, freelancers, agency staff, suppliers and partners: people who sit inside the working life of an organisation without sitting on its payroll.

The boundary around “internal” has got very fuzzy indeed.

Then add all the people your internal communication channels were never particularly good at reaching in the first place. Frontline and deskless colleagues make up around 80% of the global workforce, and many have no corporate email address and no reason to spend their working day lovingly browsing the intranet.

Access is uneven. Context is uneven. Someone who has worked there for fifteen years has a completely different map of the place in their head from someone who has worked fifteen shifts.

Enterprise software doesn’t much like any of this, because enterprise software has generally been designed for an organisation tidier than any organisation that has ever existed. Even now, major platforms struggle with someone holding multiple affiliations inside a single institution, never mind across several (working across two or more instances of Teams, for example, remains a PITA).

So we design channels for the diagram and then wonder why the people who don’t fit neatly inside the diagram aren’t using them.

This is an internal communications problem before it’s a technology one

When the channel estate isn’t working, the instinct is usually to go shopping.

New intranet. Better search. Employee app. AI assistant. Something with a reassuringly expensive implementation partner attached.

But a systematic review of 77 studies of digital internal communication found the same problem recurring: channels rolled out top-down without enough attention to whether they fitted how people actually worked.

The tool was rarely the interesting bit. The assumptions underneath it were.

And the bar for changing people’s behaviour is high. Gourville’s rule of thumb suggests people need to perceive a new system as roughly nine times better than the habit it replaces before they’ll switch.

Against an existing workaround — a WhatsApp group, a noticeboard, asking Sandra in Finance because Sandra actually knows — nine times better is a demanding standard.

Against nothing at all, the bar is practically on the floor.

Which is worth remembering before spending a year replacing something that works reasonably well for the people at the centre while leaving the people at the edges with bugger all.

Complexity doesn’t make channel design impossible. But it makes guessing impossible.

Start with what communication needs to do, not which platforms you own

The trouble with mapping your internal communications channels as a list of tools is that it tells you what you’ve bought.

It doesn’t tell you whether any of it works.

You get an inventory when what you need is a diagnosis.

The five-layer model we use in the book maps the capabilities a communication ecosystem needs rather than the products that happen to deliver them:

  • Plan: where campaigns, priorities and editorial calendars get coordinated. Invisible to employees; essential to communicators.
  • Collaborate: where content gets drafted, reviewed and signed off.
  • Publish: the source of truth. Structured, accurate and searchable.
  • Distribute: getting the right thing to the right person at the right time.
  • Discuss: dialogue, feedback and sense-making.

These aren’t five little boxes into which you must now dutifully sort Microsoft 365. They overlap. They reinforce one another. A single announcement might pass through all five.

The useful thing about thinking in layers is that the layers survive the platform churn.

Tools come and go. Names change. Products get bundled, rebranded, sunsetted and occasionally transformed into an AI assistant nobody remembers asking for. But these five jobs still need doing somewhere.

And in a complex organisation, the model lets you ask a much more useful question than should we have one intranet or several?

You can ask: what actually needs to be shared?

Shared or local? It depends what you’re sharing

Every complex organisation eventually has this argument.

Central control gives you accuracy and consistency, but can feel distant and generic. Local ownership gives you nuance, relevance and speed, but also duplication, contradiction and the occasional page last updated during the Cameron administration.

Choose entirely one or the other and you lose something you need.

At the level of “should we have one intranet or two?”, this is almost impossible to resolve because it isn’t really a technology question. It’s a question about identity, brand, budget, power and who gets to decide things, wearing a SharePoint hat.

Break it into layers and it gets much easier.

I ran this exercise recently with communications, HR, digital and transformation leaders across two organisations that shared much of a back office and very little else. The resulting pattern is one I’d expect to see in a lot of complex organisations.

Publish pulls hard towards shared.

Policy, terms, anything with legal or regulatory weight: you want one authoritative version. Copying the same information across multiple estates is how you end up with two confidently contradictory answers to the same question.

This is the layer I’d consolidate first.

AI has made this more important, not less. When an assistant starts surfacing intranet content directly, stale and duplicated pages don’t merely sit quietly being wrong somewhere nobody visits. The machine can now fetch them and be wrong on your behalf.

Discuss stays stubbornly local.

This is where culture lives. You can establish minimum standards for conduct and moderation, but you can’t centrally procure a community.

People have an irritating tendency to decide for themselves who they want to talk to.

Design this with them, not for them.

Plan sits awkwardly in the middle, because of course it does. Different leadership cycles, priorities and approval chains make fully shared planning difficult even where everyone is notionally committed to it.

Collaborate follows the work. Different brands, different style guides, different approval processes. Making all of that shared generally requires senior decisions considerably bigger than “where shall we put the Word document?”

And then there’s distribution.

Your distribution problem is really a people-data problem

Distribution is the layer that catches people out because its unit isn’t an organisation.

It’s a person.

A particular person, with a particular contract, role, location, device and set of permissions, who may work for two organisations and be properly represented in the directory of neither.

Which means distribution becomes an identity and employee-data problem long before it becomes an internal communications channel problem.

If you can’t reliably answer who is this person, what should they be able to see, and how can we reach them?, then targeting is mostly decorative.

You can spend weeks designing beautiful audience segments. If the finance officer employed by Organisation A but working full-time for Organisation B isn’t correctly represented in the underlying systems, no amount of clever channel strategy will make them magically appear on the right list.

Get identity right and all sorts of things become possible: one publishing estate with personalised views, targeted distribution that actually reaches contractors and frontline staff, and clear rules about who gets access to what.

Get it wrong and you can rebuild the intranet every three years until retirement and remain faintly disappointed by the results.

The bit of the digital workplace nobody sells you

There is a part of all this no vendor will quote for: Identity. Navigation. Search. A shared design language. The connective tissue that makes a collection of separately procured tools feel, to the unfortunate person trying to use them, like one place.

You can buy an ITSM platform, an HR system, a CMS and an employee app. You can give each of them a cheerful name and launch them with cupcakes.

But you can’t buy coherence.

The average organisation now runs well over a hundred applications, each perfectly sensible on its own terms and together producing an experience like an orchestra warming up: every instrument playing its own tune, quite competently.

In the book we describe the intranet as the wrapper, not the chocolate bar. I’d go further: the important bit isn’t any single platform. It’s the experience created at the joins.

Somebody has to own that.

Not each tool. The whole.

Because choices made in isolation get paid for at the joins, and the joins are where employees actually live.

Design an internal communications ecosystem that survives the next reorganisation

Complex organisations reorganise. It’s practically a hobby.

Shared services get created, merged, renamed and unpicked. Partners arrive and leave. Business units combine. Someone unveils a new operating model with pleasingly rounded rectangles and announces that it will make everything simpler.

If your internal communications architecture depends on the current organisation chart remaining true, start the countdown.

There are five principles I’d design around instead:

  • Adaptability: assume the organisation chart will change and the channels shouldn’t have to
  • Accessibility: including the version that means frontline, deskless and low-bandwidth access, not just WCAG compliance
  • Clarity of ownership: “who looks after this?” should be a question with an answer
  • Interoperability: content and state need to be able to leave the system they were created in.
  • Cognitive simplicity: every additional interface is a tax, and employees pay it

And I’d add a sixth, less comfortable one: mandate.

Skills you can hire. Time you can, eventually, carve out. But someone needs the authority to make decisions across the boundaries.

In a shared or complex organisation, the person responsible for the digital workplace without the authority to say no to senior stakeholders on either side owns the blame and none of the levers.

No amount of elegant architecture makes organisational politics disappear. But being explicit about who has the mandate to make decisions is usually the difference between a channel strategy that survives contact with reality and one that gets quietly negotiated into beige.

Design for the organisation you actually have

The useful shift is a small one.

Stop treating organisational complexity as a defect to be tidied away before the real design work starts. Treat it as the design constraint.

Because the mess isn’t evidence that there’s no system.

Quite often, the mess is the system.

It’s running on local knowledge, friendships, workarounds, favours, WhatsApp groups and hundreds of tiny negotiations nobody has ever written down. It’s the person everybody knows to ask. The spreadsheet somebody maintains because the official system doesn’t quite work. The contractor who’s been there eight years and still can’t open the link in the all-staff email.

Designing a beautifully logical channel architecture that ignores all of that doesn’t simplify the organisation.

It simply gives people one more thing to work around.

Nobody experiences a tool. They experience a task.

Design for the task, and for the person trying to get it done — whichever organisation’s lanyard they happen to be wearing today.

This essay draws on ideas from my book, Digital Communications at Work: Designing channels for employee engagement and experience, written with Jonathan Phillips and published by Kogan Page.

If you’re wrestling with this in your own organisation, my consultancy practice, Lithos Partners, runs discovery, designs channels and develops digital workplace strategy for organisations that don’t fit the neat diagram.

Will 2012 be the end of email?

end of email

2012 begins with a slew of predictions that this year will see the back of email. Back in November, multibillionaire foetus Mark Zuckerberg declared “email is dead”.

It must be true, I read it on Twitter. However, Zuckerberg is hardly an impartial observer; he’s got his Facebook Messenger to flog (a system which, ironically, has a user experience akin to using Yahoo webmail in the late 90s).

ATOS boss Thierry Breton is taking the whole business more seriously; he’s making it his personal mission to end the use of internal email by 2014, arguing that 85% of his staff’s time spent on email is unproductive.

Breton noted that his new graduate hires didn’t use email; they’d grown up on social tools such as Facebook. It was only on starting work, he claims, that this cohort were introduced to mail – and found it wanting.

Research by ComScore reckons younger people don’t use email, eschewing it in favour of IM and social networks which provide “instant gratification”. This is precisely the kind of meaningless statistic regularly used to prop up claims that email is on the way out (usually peddled by people with a messaging system of their own to promote). Until I joined the workforce I’d never participated in a meeting, made a round of tea, or heard the word Action used as a verb. Yet all of these things are still going strong in the most digital of workplaces. That people don’t adopt common workplace practices until they join the workforce should hardly come as a surprise.

Let’s get this straight right now: Facebook messenger, Twitter and Yammer aren’t about to see off a communication medium which has been going strong since 1972. Not now, and probably not for a long time.

Claims that one type of new technology will swiftly usurp established practice are nothing new; Plato claimed that the spread of writing would destroy humans’ ability to remember.

The ComScore research found visits to mail sites such as Hotmail, Gmail and Yahoo fell by 6% in the past year. Crucially, however, it doesn’t find that that volume of email received and sent has actually fallen. And as more and more if us are using smartphone and tablet clients to manage our personal emails, it kind of follows that this should impact on the number of visits to webmail sites.

In the workplace, things are different. People are attached to their Outlook. This has long been a source of bafflement to intranet managers and others working in enterprise tech. Outlook, as we all know, is rubbish.

Well, it is; it’s particularly rubbish at the things it wasn’t supposed to be used for, like collaboration and archiving. But this is like moaning that a hammer is crap at cutting a piece of wood in two.

What Outlook is mostly quite good for is emailing. As a program for reading and writing emails, facilitating communication between two or more people, it’s really not bad at all. It integrates with Office. It has folders and a calendar, and if you’re very clever you can add voting buttons, which at least half of the recipients will miss.

And the fact is, people like email. They know what to do with it. They can attach stuff to it. Crucially, at some future date they can retrieve their email from the bowels of their Personal Folders in order to cover their own back. Granted, it does mean that disk space is optimally used, or that versions aren’t ordered, or that they’ll definitely be able to find what they’re looking for, but for most this is a small price to pay.

The times, however, are a-changin’. Attached though users are to Outlook, the fact is that IT teams are not. If 2012 is anything, it looks set to be the year of the cloud. Usability and functionality of cloud-based office apps has now improved to the point where they present a genuine alternative, while at the same time budgets are being squeezed. For many IT departments, switching to cloud based email is fast becoming a no-brainer.

It’s this, together with the increasing use of smartphones as the primary means of reading emails, which may finally break the office’s addiction to Outlook.

And that, my intranet-loving friends, is an opportunity. If people are – for other reasons – going to change their workplace tech habits, then for the first time ever they might be genuinely interested in your collaboration platforms and document management solutions.

If your organisation is aiming to move to cloud-based mail this year, then now is the time to get planning.  While we know the benefits of a social, collaborative intranet, in most organisations they haven’t yet taken off; 72% of employees use internal social functionality less than once a month.

This isn’t because they don’t know how. The same group of users will happily update Facebook daily. No: it’s because they haven’t figured out the point yet, and find your collaboration platform fiddly.

So what can you do about this?

First, make your internal social network better. Find out what people want and need and give it to them. What do they want to communicate about, and with who? What features do they need? File sharing, task management? These are all things people do (badly) in Outlook. For your internal social network to take off, it needs to be genuinely useful and help people to do their jobs better.

User experience is a vital component of this. Facebook has the traction it does because it’s intuitive and easy to use. Internal networks need to watch and learn. People won’t put up with a clunky interface simply because they’re being paid to be there.

Many will claim to have already cracked step 1. Good. Then why aren’t people using it? Perhaps they don’t know it’s there, or don’t understand the benefits of using it.

Employees need to understand how internal social can improve their productivity, or they won’t see the point in using it. Make sure the benefits of using the system are clearly spelled out. As well as marketing the product, you need to cultivate the network.  Like any social network, internal ones need to reach a tipping point – a critical mass of users and a decent range of content – before they really become interesting and useful.

Here, 2012 provides another opportunity; with many being asked to work from home during the Olympics to reduce demand on the transport network, people are actively looking for solutions to support home and flexible working.  These newly homeworking employees could provide a valuable case study, demonstrating how intranet 2.0 can improve communication and collaboration, leading to more innovation, better knowledge-sharing and ultimately increased revenue.

Start talking to these people now and ensure they have the right tools in place by the time the Games come around. If the tools work for them, they’ll have an incentive to keep on using them after the Olympic flame is extinguished.

Email isn’t dying. If anything, it’s suffering from growing pains. But with the changes to workplace technology in the pipeline for 2012, this is the time to develop and promote the alternatives in order to make your organisation work more effectively. Your workforce needs you.