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Getting users on board in an opt-in model

  • 1.  Getting users on board in an opt-in model

    Posted 04-18-2018 09:25

    Hi everyone,

    It was great meeting so many of you at Evolution18! There were a lot of interesting conversations all around. In particular, "Why Should I Care? Getting Users on Board in an Opt-In Model" spurred a ton of conversation during the session, and I had some really good conversations with people afterward, as well. Here's the description of the session for those who weren't able to make it (the deck will be made available to Evolution18 attendees):

    Whether you're a university, research lab, or enterprise, if Code42 is optional for your user base, join this session to hear Code42 experts discuss best practices for user adoption. Learn the tools that are most effective in encouraging your users to opt in to using Code42 to protect their data. This session includes best practices for chargeback models, objection handling and user adoption tools that Code42 has available for you today.

    Since it was such a hit at Evolution18, I thought we could continue that conversation here in the community. That way, additional people who weren't there for it can join in and add their expertise.

    If you currently have an opt-in model, tell us a little bit about what you're doing…

    • Is your entire deployment opt-in? Or are there specific sub-groups that are opt-in?
    • What challenges have you faced or are you facing?
    • What tactics have been successful at your organization in getting users to opt in?
    • If you were at the session, what was your #1 takeaway?

    If you have other lessons learned, success stories, or ideas, please share those here, as well! You'd be amazed at how hearing the ideas or experiences of others can help someone out.



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    Renee Schaefer
    Director, Information Experience
    Code42
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  • 2.  RE: Getting users on board in an opt-in model

    Posted 04-20-2018 20:54
    • Is your entire deployment opt-in? Or are there specific sub-groups that are opt-in?
    We are just starting our deployment at Cornell.  Code42 is being offered as part of a subscription to a larger Certified Desktop initiative that includes endpoint-specific automated OS and application patches; malware protection;  sensitive data scans and more.  The Certified Desktop agreement is made at the unit level, and is an opt-in agreement, with financial incentives to encourage opt-in.  So, it will be left to each unit to determine whose devices are subscribed to the Certified Desktop initative, and hence able to install Code42.  And while the target audience for the Certified Desktop initiative is faculty, my personal expectation is that units will be able to mandate staff participation, while faculty will be able to opt-in.

    • What challenges have you faced or are you facing?
    Obviously, being new to Code42, we are climbing the technical learning curve - and as will all our future Org Admins.  But beyond that, the bigger challenge is managing the cultural change represented by Code42, among other software products.  That is, Code42 allows a user to be much more self-supporting in their backup and restore needs - and the users will be expected to be that self-supporting, rather than relying on their IT service group.  In turn, the IT service group must back away from their traditional roles, and allow users to be self-supporting.  It just so happens that the Code42 implementation is one of the first large-scale implementations. 
    • What tactics have been successful at your organization in getting users to opt in?
    To be determined.  Many units are eager to implement Code42, for whatever reason, so it will be interesting to observe the level of adoption and the methods used to increase/encourage adoption
    • If you were at the session, what was your #1 takeaway?
    We are not alone - and that, regardless of initial approach, it seems that at most universities, the use of Code42 is mandated for staff and opt-in for faculty.

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    Robert Talda
    System Engineer IV
    Ithaca NY
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  • 3.  RE: Getting users on board in an opt-in model

    Posted 05-01-2018 10:40
    Is your entire deployment opt-in? Or are there specific sub-groups that are opt-in?
    Yes, our deployment (manual installs via "sneaker-net") is totally opt-in.  Our initial charge was to bring into the CrashPlan program as many of our (full time) Arts & Sciences faculty as possible. We did a targeted faculty pilot that went very well, then did a larger targeted outreach. From there we brought on our full time A&S staff too. Other organizations (VIP, Professional Schools) have requested to be part of the service too. So interest is there.

    What challenges have you faced or are you facing?
    being "opt-in" along with a targeted audience (not campus wide) has some pitfalls, like resistance and spotty acceptance, but also promoting/defining the user's role/responsibilities and IT role/responsibility. Similar to what Robert Talda pointed out, our IT culture is very hands-on, and as more service move to the cloud, we want our people to have the control of self-service. But that also means being more aware of the state of their backup. So there is much more marketing and promotion we can do on the IT side to help educate, support, and grow the service (for our people). Moving ahead with some defined policies to help with automation in the console, and adding a standard deployment process (SCCM, JAMF) are in the works.

    What tactics have been successful at your organization in getting users to opt in?
    We just catch people as they come to use with new equipment, or need help, updates, troubleshooting to their equipment. We've actually had good success there.

    If you were at the session, what was your #1 takeaway?
    How we currently use the product (opt-in, manual deployment) drives some of the issues. We just have to accommodate with marketing and communication while we move forward with future plans.

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    Nicole Hamilton
    Manager, Academic Consulting
    Hanover NH
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