Missing Link Between SharePoint and the End User Community

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  • Original Presentation Location: SharePoint Saturday TampaOriginal Presentation Date: 2010-06-26Presenters: Mark Miller and Scott Kirkland
  • Images:Mark Miller at SharePoint Saturday DCMark Miller and Joel Oleson at SharePoint Conference 2009, Las VegasMark Miller
  • Mark Miller is founder and editor of EndUserSharePoint.com. He is an internationally recognized proponent for the expansion of End User education for the SharePoint platform. Mark has been an independent technical trainer since 1996 for companies such as Hewlett Packard, SGI, Autodesk, Credit Suisse and Charles Scwab.Mark built and delivered the XML curriculum at New School University in New York City.In 2002 as an author for Wiley Publications, what published what many consider to be the industry standard for VoiceXML usage: VoiceXML – 10 Projects to Voice Enable Your Web Site. He has also been published by Sys-Con Publications, publishers of the XML Journal, for his work in creating dynamically generated courseware through the use of XML and XSLT.
  • Mark’s motto is “No Geek-Speak” for SharePoint WSS, MOSS and 2010.
  • He lives in New York City with his wife, two children, one dog, one gerbil, one turtle and eight goldfish.
  • EndUserSharePoint.com is one of the largest web sites in the world for SharePoint. There are over 1600 articles, written by 70 community oriented authors. In addition to the web site, EUSP also runs the SharePoint Community Calendar, SharePoint Community Web Part Wiki and Stump the Panel, a SharePoint Q&A Community resource.
  • Mark is the SharePoint Community Evangelist for Global 360, where he talks about the disparity between real world solutions utilizing Business Process Management and the current level of the Power User Community in SharePoint.As an evangelist, his mission is to educate the business users of SharePoint, showing them how to best utilize the platform to solve recurring business problems through the use of business analytics and automated processes.
  • The agenda for this presentation.
  • Redo ImageExamine existing SharePoint knowledge. What are the various levels of SharePoint users attending the presentation. Who are we speaking to at this presentation.
  • Power Users of SharePoint will hit a ceiling of usability after a year or two of daily SharePoint usage and management. What needs to be done in the mental space between SharePoint and the Power User that will allow the user to continue to grow in their SharePoint education while providing more value to the company.
  • Redo ImageAlong with the presentation, we will provide printed resources and links for download of various 101 type papers for participants who are interested in pursuing Business Process Management as an addendum to their SharePoint research.
  • Take a breath. Check in and make sure everyone is in the same place.
  • Redo ImageLet’s examine some basic concepts through the use of user stories…
  • … by looking at three scenarios that usually get me frustrated within a matter of seconds.
  • Redo Frustration Scenario
  • Redo Image for 2010
  • Take a breath. Check in and make sure everyone is in the same place.
  • Redo Image
  • Redo Image to rep a productivity killer
  • Redo Image
  • Redo Image
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  • Original Presentation Location: SharePoint Saturday TampaOriginal Presentation Date: 2010-06-26Presenters: Mark Miller and Scott Kirkland

Transcript

  • 1. The Missing Link Between SharePoint and the End User Community
    By Mark Miller Founder and EditorEndUserSharePoint.comSharePoint EvangelistGlobal360
  • 2. Welcome
  • 3. Mark Miller, Founder and Editor
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  • 4. I am not a Geek
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  • 5. I live in New York City.
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  • 6. EndUserSharepoint.com
    Community of SharePoint Authors
    1,600 articles
    11,000 comments
    50,000 page views a week
    13,500 newsletter subscribers
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  • 7. SharePoint Evangelist
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  • 8. What is the agenda for the next hour?
  • 9. Examine Existing SharePoint Knowledge
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  • 10. What’s Missing: The Sweet Spot
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  • 11. Take Aways and Resources
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  • 12. Q&A
  • 13. Examine Existing State of Affairs
  • 14. Frustrating Scenarios
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  • 15. Phone Your Credit Card Company
    Automated Message:
    Please enter your 16 digit account number, followed by the # sign.
    5 seconds later
    Hi. This is Bob.
    May I have your 16 digit account number, please.
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  • 16. First Visit to a Doctor’s Office
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  • 17. Paper Work for a New Home Loan
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  • 18. SharePoint Can Help: Store Process Display
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  • 19. Store: Lists and Libraries
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  • 20. Process: Workflow
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  • 21. Display: Web Parts
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  • 22. Enhancements are Even Better
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  • 23. Easy Tabs
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  • 24. Graphs and Charts
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  • 25. jQuery Solutions
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  • 26. Q&A
  • 27. What’s Missing: The Sweet Spot
  • 28. Investigate the REAL Business Processes
    “40% of workers ignore company rules because they have developed better ways to get work done.”
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  • 29. Workflow
    Loan Application is in SharePoint
    Processor reviews loan
    Underwriter reviews loan
    Approved?
    Book Loan
    Rejected?
    Notify Customer
    Manual Tasks:
    Review docs in file
    Call client for add’l info
    Prepare Good Faith Estimate
    Underwrite loan
    Prepare loan for closing
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  • 30. The REAL Process: Information is in Different Places
    Customer Service
    HR
    Finance
    Loan Management
    Audit
    Loan Servicing
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  • 31. The REAL Process: Changes on the Fly
    Customer Account Info
    What is happening in my dept?
    Reroute Loans?
    Capture Docs?
    Loan Application is in SharePoint
    Processor reviews loan
    Underwriter reviews loan
    Loan Application is scanned and indexed
    Approved?
    Book Loan
    Rejected?
    Notify Customer
    Manual Tasks:
    Review docs in file
    Call client for add’l info
    Prepare Good Faith Estimate
    Underwrite loan
    Prepare loan for closing
    Other Docs?
    Automate Tasks?
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  • 32. Key Concept
    “SharePoint is best for procedures. It is not ideal for process adaptability.”
    Derek MiersFinding the Sweet Spot
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  • 33. Q&A
  • 34. Demo
  • 35. Q&A
  • 36. Six Guaranteed Ways to Kill Productivity
  • 37. Repetitious Work
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  • 38. Missing/Incomplete Information
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  • 39. Dated Processes or Procedures
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  • 40. Low Morale
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  • 41. Rework/Poor Quality Work
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  • 42. Lack of Expertise
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  • 43. Q&A
  • 44. Take Aways
  • 45. Resources on BPM
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  • 46. BPM Primer by Colin Teubner
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  • 47. Finding the Sweet Spot by Derek Miers
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  • 48. Free eBookKill the Things That Kill Productivity
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  • 49. Q&A
  • 50. Thank You
    By Mark Miller Founder and EditorEndUserSharePoint.comSharePoint EvangelistGlobal360