Planning and ImplementingSharePointFrancois Pienaar Francois.Pienaar@immix.co.zaTwitter: @fhpienaarPhilippe Morin Philippe@ecmplus.co.zaTwitter: @SharePointBrew
Introductions I’ll still kick your butt though… Just saying I LOVE SharePoint! Francois • Freakin serious about SharePoint bru! • Important guy atPhilippe IMMIX Solutions• Managing Member ECM + • 7.5• 8.5 years business experience in Development, con ECM and SharePoint figuration, manag• International conference ement, and attendee and speaker business• All around cool guy experience on SharePoint
Top Mistakes 1. Build it and they will come… Give them the tools and they’ll collaborate. 2. Buy Rolls Royce software butIno business drive for adoption. Why do feel so disconnected? 3. Content indexing and text search is fine. 4. Lousy site navigation. 5. No personalisation. 6. “Change management costs how much? No thanks, we’ll do training.”
Key Steps in Planning for SharePoint Understand SharePoint first – not a solution – it’s a shell The lay of the land – what are your objectives and requirements Saying “I want document management” is not a requirement, that is quoting functionality within SharePoint Understand the measurement criteria behind your requirements Finally…. map functionality to these objectives
Objectives Best Question: What are you trying to achieve? And Why? I know, we need Document Management!! For goodness sake… Why? For what purpose
ExampleBusiness Objective User ObjectiveIncrease Customer satisfaction Have pertinent information availablethrough lower call duration in the call all on one screen minimising my needcentre to go through multiple systemsPotential Functional Solution:Implement appropriate DM for specific content types in back-endUse search aggregation techniques to surface targeted contentBuild single portal interface with relevant content query web parts. In the solution we use the following SharePoint functional elements Document Management Search Audiences Targeting etc
Recap So why do we do business objective planning?