Select and Implement a Social Media Management Platform
Vendor Evaluation

Client Challenge
- The proliferation of social media networks, customer data, and use cases has made ad hoc social media management challenging.
- Many organizations struggle with shadow IT when it comes to technology enablement for social media; SMMP fragmentation leads to increased costs and no uniformity in enterprise social media management capabilities.
Our Advice
Critical Insight
- SMMP selection must be driven by your overall customer experience management strategy; link your SMMP selection to your organization’s CXM framework.
- Shadow IT will dominate if IT does not step in. Even more so than other areas, SMMP selection is rife with shadow IT.
- Ensure strong points of integration between SMMP and other software such as CRM. SMMPs can contribute to a unified, 360-degree customer view.
Impact and Result
- The value proposition of SMMPs revolves around enhancing the effectiveness and efficiency of social media. Using an SMMP to manage social media is considerably more cost effective than ad hoc (manual) management.
- IT must partner with other departments (e.g. Marketing) to successfully evaluate, select, and implement an SMMP. Before selecting an SMMP, the organization must have a solid overall strategy for leveraging social media in place. If IT does not work as a trusted advisor to the business, shadow IT in social media management will be rampant.
Research & Tools
Start here – read the Executive Brief
Read our concise Executive Brief to find out why you should implement an SMMP, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.
Name | Actions |
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Select and Implement a Social Media Management Platform – Executive Brief | |
Select and Implement a Social Media Management Platform – Phases 1-3 | |
Select and Implement a Social Media Management Platform – Phases 1-3 |
1. Develop a technology enablement approach
Conduct a maturity assessment to determine whether a dedicated SMMP is right for your organization.
Name | Actions |
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Select and Implement a Social Media Management Platform – Phase 1: Develop a Technology Enablement Approach for Social Media | |
Social Media Maturity Assessment Tool | |
Social Media Opportunity Assessment Tool | |
SMMP Use-Case Fit Assessment Tool |
2. Select an SMMP
Use the Vendor Landscape findings and project guidance to develop requirements for your SMMP RFP, and evaluate and shortlist vendors based on your expressed requirements.
Name | Actions |
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Select and Implement a Social Media Management Platform – Phase 2: Select an SMMP | |
SMMP Vendor Shortlist & Detailed Feature Analysis Tool | |
SMMP Vendor Demo Script | |
SMMP RFP Template | |
SMMP RFP Evaluation and Scoring Tool | |
Vendor Response Template |
3. Review implementation considerations
Even a solution that is a perfect fit for an organization will fail to generate value if it is not properly implemented or measured. Conduct the necessary planning before implementing your SMMP.
Name | Actions |
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Select and Implement a Social Media Management Platform – Phase 3: Review Implementation Considerations | |
Social Media Steering Committee Charter Template |
Onsite Workshop: Select and Implement a Social Media Management Platform
Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Do-It-Yourself Implementation
The slides in this Best Practice Blueprint will walk you step-by-step through every phase of your project with supporting tools and templates ready for you to use.
Project Accelerator Workshop
You can also use this Best Practice Blueprint to facilitate your own project accelerator workshop within your organization using the workshop slides and facilitation instructions provided in the Appendix.
Module 1: Launch Your SMMP Selection Project
The Purpose
- Discuss the general project overview for the SMMP selection.
Key Benefits Achieved
- Determine your organization’s readiness for SMMP.
Activities | Outputs |
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1.1 Identify organizational fit for the technology. |
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1.2 Evaluate social media opportunities within your organization. |
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1.3 Determine the best use-case scenario for your organization. |
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Module 2: Plan Your Procurement and Implementation Process
The Purpose
- Plan the procurement and implementation of the SMMP.
Key Benefits Achieved
- Select an SMMP.
- Review implementation considerations.
Activities | Outputs |
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2.1 Review use-case scenario results, identify use-case alignment |
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2.2 Review the SMMP Vendor Landscape vendor profiles and performance. |
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2.3 Create a custom vendor shortlist and investigate additional vendors for exploration in the marketplace. |
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2.4 Meet with the project manager to discuss results and action items. |
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Need Help?
Speak With an Advisor
Get the help you need in this 3-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership:
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Guided Implementation #1 - Develop a technology enablement approach
- Call # 1 Identify organizational fit for the technology.
- Call # 2 Evaluate social media opportunities within your organization.
- Call # 3 Evaluate which SMMP use-case scenario is best fit for your organization.
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Guided Implementation #2 - Select an SMMP
- Call # 1 Discuss the use-case fit assessment results and the Vendor Landscape.
- Call # 2 Review contract.
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Guided Implementation #3 - Review implementation considerations
- Call # 1 Determine what is the right governance structure to overlook the SMMP implementation.
- Call # 2 Identify the right deployment model for your organization.
- Call # 3 Identify key performance indicators for business units using an SMMP.
Author
- Ben Dickie
- Mohammed Alsakka
Contributors
- Crafton Jennings, IT Department Head, eGov Jamaica Ltd.
- Ken Knitter, Senior Digital Strategy Exec., Bombardier
- Casey Hall, Digital and Social Media Professional, Thomson Reuters
- Anonymous, Sr. Programmer Analyst, Municipal Government
- Anonymous, Information Security Officer, County Court
- Anonymous, Digital Strategy Professional, School Board