Enterprise 2.0 Adoption by Investment Banks 2007
Participation Levels and Benefits
The adoption study will include participants whose activities will be of interest to investment banks' usage of enterprise 2.0. They will fall into two groups. Likely participants are:
Independent investment banks
• Bear Stearns • Goldman Sachs • Lazard • Legg Mason • Lehman Brothers • Merrill Lynch • Morgan Stanley • Oppenheimer • Piper Jaffray • Raymond James • William Blair
Integrated banks
• ABN Amro • Allianz (Dresdner Kleinwort) • Banc of America Securities • Barclays • BNP Paribas • Citigroup • Credit Suisse • Deutsche Bank • JPMorgan Chase • HSBC • ING Group • Mizuho • Nomura • Royal Bank of Canada • Royal Bank of Scotland • Societé Générale • UBS • Wachovia Securities • Wells Fargo Securities
Three Levels of Participation
| Participant Role |
Participant Benefit |
Quant Basis(what, where)
- Complete the written Quant Basis Survey, which will ask basic questions about the number and type of enterprise 2.0 projects currently underway at your firm
- Questions will focus on existing projects, a 3-year history of enterprise 2.0 at your firm and (generally) project goals
- Information will be easily verifiable for most participants
- The time necessary to complete the survey is estimated at 60 minutes
|
Report Highlights
- The Quant Basis Report will present findings regarding respondent projects using wikis, blogs , tagging, mashups, chat, podcasts, videocasts and RSS. It will describe Enterprise 2.0 activity largely through numbers
- The number of projects at each firm
- Three year project scope horizon
- The technologies used
- How technologies are used together
- Representative project goals: type of initiatives supported by Enterprise 2.0
- Number of internal case studies and their currency
- The estimated portion of projects that are client-facing
- Analysis and conclusions
|
Org Basis (who, how)
- Complete the written Org Basis Survey, which will include the Fundamental Level Survey and ask additional questions as follows
- In addition to Quant Basis, questions will focus on people and organization;
- Information will broader in scope, so you will likely need to collaborate with some other people
- The time necessary to complete the survey is estimated at 120 minutes
|
Report Highlights
- The Org Basis Report will include all findings of the Quant Basis Report, and it will add an organizational layer to it
- How enterprise 2.0 is spreading within the firm
- Who is charged with advancing enterprise 2.0 initiatives
- Employees; generation divide
- How many Enterprise 2.0 vendors are working within the firm
- The nature of the firm's vendor relationships
- The number and type of roles dedicated to Enterprise 2.0
- Number and type of supporting IT projects: VoIP, federated search, telepresence, enterprise 1.0 integration
- Degree of executive engagement
- Analysis and conclusions
|
Strat Basis (when, why)
- Complete the written Strat Basis Survey, which will include the OrgBasis Survey and ask additional questions as follows
- In addition to Org Basis, questions will ask about future enterprise 2.0 projects and initiatives, business cases, value propositions and results
- Participate in a one hour confidential telephone interview with CSRA in which we will focus on your firm's specific challenges and intentions with enterprise 2.0
- The time necessary to complete the survey is estimated at 180 minutes
|
Report Highlights
- The Strat Basis Report will include all findings of the Org Basis Report, and it will add a strategic layer to it
- Key Enterprise 2.0 milestones
- Enterprise 2.0 adoption map for current and past activity
- Emerging and future intentions for enterprise 2.0
- Strategies for encouraging enterprise 2.0 adoption
- Articulate general value propositions
- Explain enterprise 2.0 results
- Analysis and conclusions
- Placing your firm within the Enterprise 2.0 Investment Bank Adoption Model
- General recommendations
|
|
 |
