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7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
7 Key Governance Tips for Office 365
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7 Key Governance Tips for Office 365

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Credera was proud to be a Platinum Sponsor of the Share Cloud Dallas 2012. …

Credera was proud to be a Platinum Sponsor of the Share Cloud Dallas 2012.

Jesus Salazar, a Principal with Credera and member of Microsoft’s SharePoint Development Advisory Council, presented on the topic of 7 Key Governance Tips for Office 365.

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  • By large the biggest component of Office 365 that requires governance is SharePoint.
  • Governance is part of the CoE but they can do so much more for your business to drive ROI
  • Prominently display and revisit the business objectivesUse Issues, Risks, and Task lists to ensure progress is being madeSomeone on the operational side will typically have more influence on end users than someone within IT…
  • A lesson in human nature – it is amazing what people will do for a $5 gift card to starbucks
  • Frequent delivery,Less jarring experience for usersAbility to move at the pace of information
  • Transcript

    • 1. Credera is a full-service management and Dallas Office Houston Office Austin Office Denver Office 15303 Dallas Parkway 800 Town & Country Blvd 9020 N Capital of Texas Hwy 5445 DTC Parkwaytechnology consulting firm. Our clients range Suite 300 Suite 300 Suite 345 Suite 1040from Fortune 1,000 companies to emerging Addison, TX 75001 Houston, TX 77024 Austin, TX 78759 Greenwood Village, CO 80111industry leaders. We provide expert, objectiveadvice to help solve complex business and 972-692-0010 Phone 713.496.0711 Phone 512-327-1112 Phone 303-623-1344 Phonetechnology challenges. 972-692-0019 Fax 713.401.9650 Fax 512-233-0844 Fax 303-484-4577 Fax
    • 2. 7 Key Governance Tools for Office 365 Jesus J Salazar CrederaCopyright © 2012 Credera. All Rights Reserved.
    • 3. Speaker Introduction Jesus J Salazar, Principal • 12 years of experience with Microsoft-based technologies • Experience delivering IT solutions to medium and large businesses • Strong focus on SharePoint since 2003 • Microsoft Certified Professional • Member of the Office 14 Developer Advisory Council where he helped shape the features and architecture of the next generation of Microsoft Office and SharePointCopyright © 2012 Credera. All Rights Reserved.
    • 4. Agenda • Introductions • Governance – Governance Overview – What Governance Is and Isn’t – Office 365 Sizing • 7 Key Governance Tools – 1. Collaboration Center of Excellence – 2. Governance Workspace – 3. End User Surveys – 4. O365 Reporting/Auditing – 5. SharePoint Lists – Ensure Focus – 6. Agile Approach – 7. The “Tune Up” • Questions and AnswersCopyright © 2012 Credera. All Rights Reserved.
    • 5. Governance OverviewCopyright © 2012 Credera. All Rights Reserved.
    • 6. Governance: Definition Wikipedia defines Governance as: The act of governing and the decisions that define expectations, grant power, or verify performance… In respect to business governance relates to consistent management, cohesive policies, guidance, processes and decision-rights for a given area of responsibilityCopyright © 2012 Credera. All Rights Reserved.
    • 7. • Site and information structure and usability Information Architecture • Classification of information Education & Taxonomy Training Framework • Look and Feel • Creation of information Information and artifacts, Archiving it Collaboration Testing Governance Branding • Ease of finding content • Ensuring quality delivery Enterprise Provisioning • Topics and method of training Search & Archiving employeesCopyright © 2012 Credera. All Rights Reserved.
    • 8. What Governance is and isn’t Governance is: • An active people and business oriented process • An interactive model to solve problems • A tool that ensures business value and continuous improvement!!! Governance is NOT: • Large binders of complicated Keep it simple, straightforward, and policies, procedures, and standards easy to execute! • Technology specificCopyright © 2012 Credera. All Rights Reserved.
    • 9. What are the impacts of Office 365? • In some ways, it simplifies Feature Specifications Governance even further 10 GB per user 500 MB per enterprise • SharePoint and Exchange are Storage (pooled) user primarily affected 5 TB per Company • The biggest impact Office Site collection storage 100 GB 365 has on Governance is quotas sizing limits My Site storage 500 MB allocation • Data sprawl must be watched Site collections per more carefully in Office 365 tenant 300 to avoid hitting capacity Mailbox Size 25 gig limitsCopyright © 2012 Credera. All Rights Reserved.
    • 10. 7 Key Governance ToolsCopyright © 2012 Credera. All Rights Reserved.
    • 11. 1. Collaboration Center of Excellence • Not just a “Governance Team” • Many organizations only rely on IT to hold SharePoint Knowledge • A well educated, non IT community empowers end users, promotes ownership of solutions, and increases user adoption • A few strategically placed experts can augment end user training • A CoE also helps drive business value through engagement!Copyright © 2012 Credera. All Rights Reserved.
    • 12. 1. Collaboration Center of Excellence • Seek out those with a technology for passion and those willing to allocate the time • Strive for diverse business representation • Try to recruit at multiple levels within your organization • This group can occasionally host informal educational sessions to a wider audienceCopyright © 2012 Credera. All Rights Reserved.
    • 13. 2. Governance Workspace • A secure SharePoint workspace helps provide continuity and accountability between governance meetings • This is especially important as people can get busy and attendance can be inconsistent sometimes • At a minimum, promotes real world collaboration experience for the team…takes the theory out of it • A great way for the team to challenge themselves to improve how they collaborateCopyright © 2012 Credera. All Rights Reserved.
    • 14. 2. Governance Workspace What makes a good governance workspace? • List of Business Objectives that the team is supporting • Tasks and assignments for action items • List of issues end users are encountering • Benchmarks and Metrics you want to improve upon • Anything that helps provide continuity to keep the ball moving forwardCopyright © 2012 Credera. All Rights Reserved.
    • 15. 2. Governance Workspace Be creative but again, KEEP IT SIMPLE! Important Usage Meeting Governance End User Dates and reports Agendas policies Feedback Times Future Success Effects of Meeting Training Decisions Stories Decisions Minutes TopicsCopyright © 2012 Credera. All Rights Reserved.
    • 16. 3. The CXO (where X != I) • An Executive Champion is critical for many reasons • Close to business objectives and can provide direction • Ensures time and money are being CXO invested appropriately to manage your information • Influence and enforcement make things much easier early onCopyright © 2012 Credera. All Rights Reserved.
    • 17. Having trouble getting a CXO engaged: According to Forrester Research, SharePoint alone can provides an average risk adjusted ROI of 108% International Data Corporation (IDC) indicates that an effective enterprise search strategy can save an employee an average of %53 of their time searching for information IDC also indicates that the average employee spends roughly 10hrs/week doing this Forrester Research indicates that Lync Server 2010 has a risk adjusted ROI of %337 over three years when widely adoptedCopyright © 2012 Credera. All Rights Reserved.
    • 18. 4. Ongoing End User Feedback • Getting objective feedback from users should always be a priority • IT organizations rarely make changes to their intranet based on objective data • Polling end users frequently can help gather data points • Anonymous polling is extremely easy with SharePoint (Surveys) • Without a pulse on what users are getting value out of, you are shooting in the dark! It is amazing what people will do for a $5 Starbucks card!Copyright © 2012 Credera. All Rights Reserved.
    • 19. 5. O365 Reporting/Auditing • Office 365 has limited usage reporting • No Search Usage reports! • Google Analytics can be added (with some + manipulation) to sites for more detail + • Auditing can be activated Auditing at the site collection levelCopyright © 2012 Credera. All Rights Reserved.
    • 20. 6. Agile Approach • The nature of collaboration and information is ever evolving • Requirements and needs change more than other types of products • Agile can help to optimize delivery and ensure prioritizationCopyright © 2012 Credera. All Rights Reserved.
    • 21. 7. The “Tune Up” • A governance process can get stale and so can the team • Fresh perspectives can be helpful when you are “out of good ideas” • Periodically seek outside perspectives • Find other organization using SharePoint, share ideas! • Experienced consulting firms have a wealth of knowledgeCopyright © 2012 Credera. All Rights Reserved.
    • 22. Management & Technology Consulting Firm Microsoft Solutions Offerings • MS Gold Certified Partner • Custom Application Development • Member of Microsoft’s SharePoint Development • Enterprise Portal Design & Implementation Advisory Council (DAC) • eCommerce • IW Competency (Microsoft’s Corporate SharePoint • SOA & Business Process Integration Certification) • Customer Relationship Management (CRM) • Certified provider of SharePoint Deployment Planning • Business Intelligence & Data Warehouse • Established 1999 • Offices in Dallas, Houston, Austin, Denver Client Sampling How We Serve Our Clients • We provide expert, objective advice to help solve complex business and technology challenges • Our clients hire us to own their toughest problems; they retain us because we keep our promises • Services: Management Consulting, Technology Solutions, Mobile Solutions, Business IntelligenceCopyright © 2012 Credera. All Rights Reserved.
    • 23. Thank you for attending! Please complete the evaluations. Contact Information: Jesus J Salazar - jsalazar@credera.com www.credera.com Follow us on @Credera Blog: http://blogs.credera.com Careers: http://careers.credera.comCopyright © 2012 Credera. All Rights Reserved.
    • 24. Credera is a full-service management and Dallas Office Houston Office Austin Office Denver Office 15303 Dallas Parkway 800 Town & Country Blvd 9020 N Capital of Texas Hwy 5445 DTC Parkwaytechnology consulting firm. Our clients range Suite 300 Suite 300 Suite 345 Suite 1040from Fortune 1,000 companies to emerging Addison, TX 75001 Houston, TX 77024 Austin, TX 78759 Greenwood Village, CO 80111industry leaders. We provide expert, objectiveadvice to help solve complex business and 972-692-0010 Phone 713.496.0711 Phone 512-327-1112 Phone 303-623-1344 Phonetechnology challenges. 972-692-0019 Fax 713.401.9650 Fax 512-233-0844 Fax 303-484-4577 Fax

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