Creating your Company's Roadmap to SharePoint Success

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Are you new to SharePoint and don’t know where to start? Perhaps you’re using SharePoint, but only for storing documents and making announcements?

Have you connected to your back-end systems? Is it time to deploy workflow and electronic forms? When’s the right time?

A well-planned SharePoint roadmap defines the business goals, timeline, strategy and vision for your collaboration initiative. It makes sure your project gets funded. It will ensure you’re investing in the right areas with a framework for success.

View the presentation, delivered at the SharePoint TechKNOWLEDGEy 2010 event in Detroit. And for more information on this or other SharePoint topics, visit www.cdh.com or our blog at www.cdhtalkstech.com.

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Creating your Company's Roadmap to SharePoint Success

  1. 1. Creating Your CompanysRoadmap to SharePoint Success November 2010
  2. 2. Quick FactsAbout Us Approach Partnerships• 20th Year • Vendor Agnostic • Microsoft Gold • Central Region Client• Grand Rapids & • Non-reseller Experience Award Winner Royal Oak • Professional • VMware Enterprise• 25 Staff Services Only • Cisco Premier • Novell Platinum • Citrix Silver
  3. 3. ExpertiseProject Management InfrastructureCollaboration Access & Identity Management
  4. 4. Roadmap to SharePoint Success Agenda• What is a SharePoint roadmap?• Benefits of going through the effort• How C/D/H works through the process• Re-work the process with 2010 features• Case studies
  5. 5. SharePoint Roadmap• Statement of business priorities and initiatives• Definition of SharePoint and related projects to implement the initiatives• An architectural plan for implementation over 36 months
  6. 6. Roadmap Approach• See, Think, Draw – standard strategic planning method• See: – Understand the current state, some amount of discovery – People – Successes and Failures
  7. 7. Roadmap Approach - Think• Think: – Meetings with Stakeholders – Corporate vision - understanding and prioritizing business goals – Project definitions • Business process improvement => BI • Productivity => forms and workflow and/or Search and/or line of business integration • Information management => document lifecycle • Knowledge management => search; surfacing; social knowledge sharing
  8. 8. Roadmap approach - Draw• Draw: – Gap analysis • Governance • Project Details • Training/People • High level architecture - Hardware and software – Projects to project portfolio • Research features, scope, uncover dependencies
  9. 9. Roadmap Outputs• Roadmap scheduling, based on dependencies, priority• Hardware and software costs• Narrative of decisions, training, staffing, governance
  10. 10. 2010  2010  POC Deployment 1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12 Search Document Management Taxonomy FAST SearchPlatform Video Streaming New Site Design SharePoint Backup Archive Multi‐language Build 2010 Farm Site Analytics  Exchange POC WSS Site Migrations OCS POC People Search Social NetworkingPeople New My Site Social AnalyticsPublish Corporate News Intranet Requirements  Intranet Design / Deliver Validation Process Enterprise Forms Define / Design / Deploy Workflow Selection BI / Reporting / OBIEE Integration Forms Dev. Standards App Testing Legacy App Strategy 3rd Party Web Parts Documentum Search Project ServerApps MS Access POC Migrate MS Access Apps Identify & Plan Applications: Office 2010 SP 2010 Offline POC Outlook 2010 POCClient IE 7 Mobile Calendar Notes 8.51 & Mainsoft Windows 7 POC and Deployment
  11. 11. Benefits• Aligns your SharePoint solution to the business needs and strategy• Helps define governance• Leverages input from your company’s users• Defines what technology is needed (and when)• For use as a future yardstick of success
  12. 12. Benefits• MS has made it easy to publish and share information, but there is a lot of on purpose work that has to happen to make a SharePoint implementation a productive business tool.• If left alone, organizations end up with point solutions and with collaboration sites, focused around information silos.• After 3 years, we finally have a stable platform and remarkable growth. Businesses are progressing toward their agreed upon strategy.
  13. 13. What if I Don’t?• Some really good things can happen - or -• Hospital policies and procedures (roadmap)• Public school public site (architecture)• Public school time and attendance (governance)
  14. 14. SharePoint 2007 Solutions• Collaboration – Allow teams to work together and share information• Portal – Personalize the user experience, providing individuality, security, and social networking• Enterprise Search – Locating content distributed across a wide range of sources
  15. 15. SharePoint 2007 Solutions• Content Management – Document management, records management, and Web content management• Business Forms and Integration – Forms and business process workflows• Business Intelligence – Business critical information, including server-based Excel spreadsheets, SQL Reporting and KPI tools, to assist in decision making process
  16. 16. 2010 Decisions - People• People search• Social tagging, ratings and notes• Micro-blogging (what’s happening), blogging• Surfacing authored content• My Newsfeed, interests and colleagues• Organization browser• Recommended colleagues and interests
  17. 17. 2010 Decisions - PeopleSocial networking issues• Trust• Ownership• Productivity• Legalities
  18. 18. 2010 Decisions - PeopleSocial networking potentials• Shorter project cycle times• Fewer meetings• Lower travel expenses• The ability to close deals faster• Increasingly positive feedback from clients• Retention of Gen Y employees• Build it before it comes in the back door
  19. 19. 2010 Decisions - Clients• Office 2010 – Outlook social connector – PowerPoint broadcasting – Visio workflow modeling, Visio save to SharePoint – InfoPath integration with list dialogs – Word, PowerPoint, Excel co-authoring – Web Clients• SharePoint Workspace client• Windows 7 search federation
  20. 20. 2010 Decisions• Enhanced search• BCS – Line of business integration is much more reachable – Full CRUD is huge• Development Enhancements – Windows 7 development station – Visual Studio 2010, one click deployment – Sandboxed solutions – Developer dashboard
  21. 21. 2010 Decisions• ECM – In place records management • Document life cycle, legal hold – Managed metadata • Sharing across site collections, managed keywords, managed terms, hierarchies• BPOS
  22. 22. Detail Comparison Sites Sites Communities Communities Content Content Search Insights Composites Service Specific• RSS Content  • People and groups  • Document  • Search in a single site  • Integrated business  • Forms libraries • Multiple Site  Syndication lists Information Panel collection intelligence  • Custom non‐code  Collections per • Privacy and security • Calendars • Document Action Bar dashboards workflows customer • Enterprise content  • Key performance  • Manage Site • Audience Targeting  • Email Integration • Retention and  • Centralized forms  sources indicators (KPIs) Collection Features • Site and document  • Task Coordination Auditing policies management and  • Cross site‐collection  • Filter web parts control and quota aggregation • Surveys • Navigation controls search • Off‐boarding of • Site Manager • Document  • Content publishing • Integrated flexible  • Design once  • Admin and  spreadsheet  development model customer data• Mobile Device  Collaboration • Page Layouts Management Support publishing • Form import wizard • Issue Tracking • Indexing Controls • Vanity domains for  • Share manage and  • Integrated  non‐SSL sites only• SharePoint sites and  • Templates • Improved Content  • Phonetic Search control spreadsheets deployment model for  Documents Roll up  • Tenant admin across  web parts authoring  • People search • Web based business  no‐code forms • Standard Site  site collections templates • Slide Libraries intelligence using  • Compatibility Checker• Integration with  • Business Data Search  • Better control of  • Document  excel services SharePoint designer  • Improved Wikis and  (via Indexing and  FQDNs (except site backup  Blogs Management Site  federated query) • Data connection  • Managed path site  and restore Templates libraries • Real time presence  • FAST collections and communication • Standard Enterprise   • Report center • Defining new custom  • Improved Forms  and Publishing Site  content sources • Visio Integration Technology • Tagging (Content and  templates • Web Analytics Expertise) • Crawling BDC Data • Improved Workflows• Portal Site Templates • Policies, auditing and  • Rating • Relevance Features  • Improved Usage  • Business Document • Site Directory compliance Analytics Other • Note Board • Did you mean? Workflow Support • Colleagues and  • Improved Records  membership web  • Tag Cloud Repository • Query  • Partial trusted  workflow actions • Project Online parts • Activity Feed • Legal holds Recommendatio • Access Services • Access Services• User Profiles import • Standard Meeting Site  n • Performance Point  • Metadata and • Extranet Access Templates • Configure crawled file  Services • Improved SharePoint  • Configure blocked file  taxonomy • SharePoint  type • Business data web  Designer type• Anonymous Access • Content Organizer WorkSpace • Authoritative pages parts • Sandbox Solutions • Self service site • Multi‐lingual user  • Metadata driven  interface • Hierarchical  Navigation • Business data actions creation Organization Chart • Custom Managed • New UX • Document IDs  • Improved My Sites • BCS (read/write) Paths• Cross Browser  • Document Sets Support (Safari, IE, FF) • Custom Installed  • Roll up usage  • Office Web Apps Analytics• Office 2010 Client  • Integration with  InfoPath form  integration Microsoft information  templates rights management  • External Lists (IRM) • Site variations • Content staging and  • SharePoint 2010  deployment • Online today feature coming to  On‐premises only • Configure Information  SharePoint Online Management *Capacity increase: 10 GB for each subscribing company plus 500MB per user (USL).
  23. 23. Case Study I• Oil Company – See: Basic SharePoint 2007 portal • Departmental file storage • Some company-wide documents • Automated and manual reporting of all business metrics – Think (Goals): • Improve decision making • Share more information, more quickly • Launch an investors portal
  24. 24. Case Study IDraw:• Continue to use internal portal• Create 2010 portal: Entry screens, SSRS, minimal Excel reports remain• E-mail enabled document publishing• Mobile• Existing site migrations• Social• Client
  25. 25. Case Study II• International manufacturing – See: 2007 WSS sites, completely unmanaged, large numbers of 2007 MOSS sites. Consolidation in flight. – Think: Have four strategic management pillars, including business excellence. • Knowledge Management – Content Management (2010) » Search, Fast • Taxonomy – Employee Knowledge Management – social knowledge (2010) • Workflow • Surface, improve Business Intelligence
  26. 26. 2010  2010  POC Deployment 1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12 Search Document Management Taxonomy FAST SearchPlatform Video Streaming New Site Design SharePoint Backup Archive Multi‐language Build 2010 Farm Site Analytics  Exchange POC WSS Site Migrations OCS POC People Search Social NetworkingPeople New My Site Social AnalyticsPublish Corporate News Intranet Requirements  Intranet Design / Deliver Validation Process Enterprise Forms Define / Design / Deploy Workflow Selection BI / Reporting / OBIEE Integration Forms Dev. Standards App Testing Legacy App Strategy 3rd Party Web Parts Documentum Search Project ServerApps MS Access POC Migrate MS Access Apps Identify & Plan Applications: Office 2010 SP 2010 Offline POC Outlook 2010 POCClient IE 7 Mobile Calendar Notes 8.51 & Mainsoft Windows 7 POC and Deployment
  27. 27. Next Steps for Success• Turn 2010 adoption into an opportunity to (re)architect• Pause and do it more on-purpose – Engage the business on goals – Develop a project list, aligned with goals – Develop a project timeline – Measure your success
  28. 28. Thank YouRoyal Oak Grand Rapids306 S. Washington Ave. 15 Ionia SWSuite 212 Suite 270Royal Oak, MI 48067 Grand Rapids, MI 49503p: (248) 546-1800 p: (616) 776-1600 www.cdh.com (c) C/D/H 2007. All rights reserved

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