My friend Sameer Patel wrote and published a very good blog post last week that examined the relationship of Enterprise Content Management (ECM) and enterprise social software. His analysis was astute (as usual) and noted that there was a role for both types of software, because they offer different value propositions. ECM enables controlled, repeatable content publication processes, whereas social software empowers rapid, collaborative creation and sharing of content. There is a place for both in large enterprises. Sameer’s suggestion was that social software be used for authoring, sharing, and collecting feedback on draft documents or content chunks before they are formally published and widely distributed. ECM systems may then be used to publish the final, vetted content and manage it throughout the content lifecycle.

The relationship between ECM and enterprise social software is just one example of an important, higher level interconnection — the nexus of defined business processes and ad hoc collaboration. This is the sweet spot at which organizations will balance employees’ requirements for speed and flexibility with the corporation’s need for control. The following (hypothetical, but typical) scenario in a large company demonstrates this intersection.

A customer account manager receives a phone call from a client asking why an issue with their service has not been resolved and when it will be. The account manager can query a workflow-supported issue management system and learn that the issue has been assigned to a specific employee and that it has been assigned an "in-progress" status. However, that system does not tell the account manager what she really needs to know! She must turn to a communication system to ask the other employee what is the hold up and the current estimate of time to issue resolution. She emails, IM’s, phones, or maybe even tweets the employee to whom the issue has been assigned to get an answer she can give the customer.

The employee to whom the issue was assigned most likely cannot use the issue management system to actually resolve the problem either. He uses a collaboration system to find documented information and individuals possessing knowledge that can help him deal with the issue. Once the problem is solved, the employee submits the solution to the issue management system, which feeds it to a someone who can make the necessary changes for the customer and inform the customer account manager that the issue is resolved. Case closed.

The above scenario illustrates the need for both process and people-centric systems. Without the cludgy, structured issue management system, the customer account manager would not have known to whom the issue had been assigned and, thus, been unable to contact a specific individual to get better information about its status. Furthermore, middle managers would not have been able to assign the case in a systematic way or see the big picture of all cases being worked on for customers without the workflow and reporting capabilities of the issue management system. On the other hand, ad hoc communication and collaboration systems were the tools that drove actual results. The account manager and the employee to whom the issue was assigned would not have been able to do their work if the issue management system was their only support tool. They needed less structured tools that allowed them to communicate and collaborate quickly to actually resolve the issue.

We should not expect that organizations striving to become more people-centric will abandon their ECM, ERP, or other systems that guide or enforce key business processes. There is a need for both legacy management and Enterprise 2.0 philosophies and systems in large enterprises operating in matrixed organizational structures. Each approach can provide value; one quantifiable in hard currency and the other in terms of softer, but important, business metrics (more on this in a future post.) The enterprises that identify, and operate at, the intersection of structured process and ad hoc communication/collaboration will gain short-term competitive advantage.