Creating business value using SharePoint

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Presented at the SharePoint Evolves conference in London, October 2013. Looking at how to align SharePoint within a digital strategy to deliver business value

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Creating business value using SharePoint

  1. 1. Delivering Business Value using SharePoint SharePoint as part of a digital strategy Sharon Richardson Joining Dots @joiningdots #SPEvolves13
  2. 2. ReadMe1st.txt This presentation was delivered at the SharePoint Evolves event held in London, October 2013. Organised by AvePoint and Combined Knowledge Content has been modified to cope with Slideshare formatting which means losing animations and removing slides that just don‟t come across correctly without the verbal story behind it. You really needed to be there  Short notes have been added to highlight sound bites from the talk Notes look like this… Usual disclaimers apply. All product names, logos and trademarks are the property of their respective owners. Information is provided without warranty or guarantees etc. Use at your own risk… @joiningdots #SPEvolves13
  3. 3. Two Types of Project Enterprise Scale All IT projects fall into two categories. You are either introducing something new or scaling an existing solution up/out New Capability @joiningdots #SPEvolves13
  4. 4. Two Types of Project Introducing brand new ways of working requires a vision. The most successful approach is to encourage bottom-up adoption. Think big, act small. Learn as you go… Bottom-Up Adoption @joiningdots New Capability Vision #SPEvolves13
  5. 5. Two Types of Project Top-Down Priorities Enterprise Scale Strategy If the new solution is successful, it will reach a point where scale is needed. Top-down priorities begin to influence decisions. This can include replacing a niche app with a platform New Capability @joiningdots #SPEvolves13
  6. 6. Two Types of Project Enterprise Scale Investment in a platform opens up new opportunities, expanding its use to deliver tactical solutions and introduce more new capabilities. Creating a cycle Bottom-Up Adoption @joiningdots New Capability Tactics #SPEvolves13
  7. 7. SharePoint‟s value Weakest business case is to support a (true) vision. SharePoint is a platform and platforms aren‟t great for heading into the unknown Vision Strategy Tactics @joiningdots Platforms are a strategic choice that, when governed well, can create significant ongoing value through tactics #SPEvolves13
  8. 8. Tactics Leverage the investment @joiningdots #SPEvolves13
  9. 9. Case Study In 2009, there were 850,000 incidents reported in the UK relating to poor clinical handover of patient care leading, directly or indirectly, to 3,500 deaths Doctors ranked Barking, Havering and Redbridge University Hospitals NHS Trust (BHRUT) 31st out of 34 London hospitals @joiningdots #SPEvolves13
  10. 10. SharePoint‟s value Created „eHandover‟ using SharePoint as a portal connecting patient care systems to improve data recording and „end of shift‟ handover process Within 12 months, doctors ranked BHRUT 1st out of 34 London hospitals All technologies were already deployed @joiningdots #SPEvolves13
  11. 11. SharePoint‟s value Created „eHandover‟ using SharePoint as There was no budget to patient care a portal connectinggo out and procure newsystems technologies. The team had to work with what was to improve in place which meant takingand „end of already data recording a tactical approach and shift‟ handover leveraging existing investments. process Until that point, SharePoint had been deployed as a departmental document management solution Within 12 months, doctors ranked BHRUT 1st out of 34 London hospitals All technologies were already deployed @joiningdots #SPEvolves13
  12. 12. SharePoint‟s value Vision Strategy Tactics @joiningdots Seek out opportunities to use SharePoint tactically to improve current business processes (and practices) Leverage for unplanned needs #SPEvolves13
  13. 13. Strategy When to use SharePoint …or not @joiningdots #SPEvolves13
  14. 14. SharePoint is a Platform Consistency / Efficiency Published Content Managed Forms-based Processes Expertise / Innovation Team-based Activities Social Network Adaptable As a platform, SharePoint covers many different scenarios. Some better than others… and it doesn‟t mean SharePoint will be the answer to everything. A good strategy outlines when to use SharePoint and when not to. @joiningdots #SPEvolves13
  15. 15. Enterprise Scale Structured SemiStructured Enterprise Applications Forms-based processes Business transactions Collaborative Lifecycle decisions retention @joiningdots Unstructured Conversation Documents & Social web content Fragments Current context #SPEvolves13
  16. 16. Enterprise Scale Structured SemiStructured Unstructured Conversation Content Enterprise can be categorised under these four headings, each involving Forms-based Documents & Social different types of processes, management and governance. SharePoint has Applications span all four categories. web content will have other features that processes But most companies Fragments technology investments in these areas. Which do you choose to use? Business transactions @joiningdots Collaborative Lifecycle decisions retention Current context #SPEvolves13
  17. 17. Example Structured • CRM: Salesforce • Finance: Dynamics AX • HR: PeopleSoft @joiningdots SemiStructured A common scenario. Semistructured content (forms and workflow) features are often included in both enterprise applications and enterprise content platforms. Unstructured • Active: SharePoint • Archived: File share • IP/Records OpenText #SPEvolves13
  18. 18. SemiStructured Example An example criteria (real-world). Sometimes, tough and unpopular decisions were made. Having a clear strategy provides direction and resolves conflicts. Focus on outcomes Time critical or interim requirement? Features available in Salesforce? Yes Salesforce @joiningdots Yes Can SharePoint do it? Investigate alternatives SharePoint #SPEvolves13
  19. 19. SharePoint‟s value Vision Strategy Establish a governance framework to guide when, where and how to use SharePoint. And just as importantly, when not to! Enterprise scale usage guidelines Tactics @joiningdots #SPEvolves13
  20. 20. Vision Targeted Business Benefits @joiningdots #SPEvolves13
  21. 21. What‟s the CIO‟s mandate? Leverage Expand Transform Pioneer Need to do better Need to grow Need to change Need to innovate Automation & Comms Integration & Collab Process Redesign New ways of working @joiningdots #SPEvolves13
  22. 22. What‟s the CIO‟s mandate? Leverage Expand Transform Pioneer Need to Need to Need to Need to do better grow change All organisations go through these phases in a continuous cycle. Is the innovate goal to do better (classic is moving paper forms online), to grow (expanding product and service ranges, hiring more people), to transform (growth leads to complications, reach a tipping point where simplification is needed to stay competitive), or to pioneer (industry is facing the Automation Integration Process New become ultimate disruption – innovate or head into terminal decline). As innovations ways imitated improved upon, & Comms and& Collab so the cycle begins again… working Redesign of @joiningdots #SPEvolves13
  23. 23. What‟s the CIO‟s mandate? Tactics Strategy Vision Leverage Expand Transform Pioneer Need to do better Need to grow Need to change Need to innovate Automation & Comms Integration & Collab Process Redesign New ways of working @joiningdots #SPEvolves13
  24. 24. Global CIO Survey Results Business view of IT Leverage Expand Transform Pioneer Provider of functional technology services 52% 27% 14% 8% Facilitator of organisational process efficiency 28% 32% 26% 14% Provider of industryspecific solutions to support business 14% 27% 34% 26% Critical enabler of business vision 6% 15% 27% 52% Source: IBM Institute for Business Value @joiningdots #SPEvolves13
  25. 25. Global CIO Survey Results Business view of IT Leverage Expand Transform Pioneer Provider of functional technology services 52% 27% 14% 8% Facilitator of organisational process efficiency Provider of industryspecific solutions to support business Critical enabler of business vision IT has the strongest correlation with the business perception of IT when being tactical or visionary, i.e. when technology is enabling 14% 26% 28% 32% or driving the change. Expand and Transform are strategic. Success is much more dependent on people, process 14% 27% 26% 34% redesign and the culture of the organisation. Introducing platforms is harder than most IT projects anticipate. 6% 15% 27% 52% Source: IBM Institute for Business Value @joiningdots #SPEvolves13
  26. 26. Choose Wisely Pick the mandate that aligns to business needs today, not the one that sounds the most interesting… According to the survey, there were strong successes, and disasters, in all four categories.
  27. 27. Toyota demonstrating picking the right approach for the right mandate “It‟s cool that our team is part of making the car connected” Zack Hicks, CIO North America, Toyota
  28. 28. Strategy: Outsource BAU Structured SemiStructured Business transactions Forms-based processes (Unspecified) Workday Unstructured Conversation Documents & Social web content Fragments Office 365 AWS Salesforce Chatter ”…screwing around worrying about what version of mail I'm on, it's wasted effort.” @joiningdots #SPEvolves13
  29. 29. Strategy: Outsource BAU Structured SemiStructured Business transactions Forms-based processes (Unspecified) Workday Unstructured Conversation Documents & Social web content Fragments Office 365 AWS Salesforce Chatter All standard operations outsourced and standardised where possible. For many orgs, just switching from in-house email to Office 365 creates an instant productivity gain. 25GB mailboxes =about what ”…screwing around worrying end of wasting time dealing with full inboxes. version of mail I'm on, it's wasted effort.” @joiningdots #SPEvolves13
  30. 30. Vision: The Connected Car The fifth degree of content – IT becomes part of the business instead of supporting it. = Business IT Azure-hosted apps „Internet of things‟ @joiningdots #SPEvolves13
  31. 31. SharePoint‟s value Vision Strategy Tactics @joiningdots Targeted business benefits Enterprise scale Visions will always be the weakest business case for usage guidelines using SharePoint. Platforms are not nimble by design and nimbleness is needed when truly innovating Leverage for unplanned needs #SPEvolves13
  32. 32. Wrap-up SharePoint within a Digital Strategy @joiningdots #SPEvolves13
  33. 33. The Business Case 1. What does the business need to do? 2. Which technology mandate offers the most potential value? 3. What type of solution is most likely to achieve the chosen mandate? @joiningdots #SPEvolves13
  34. 34. Technology Projects Top-down Priorities Strategy to grow Enterprise „-ilities‟ Vision to innovate New Capability Strategy to change Tactics to do better Bottom-up Adoption @joiningdots #SPEvolves13
  35. 35. SharePoint‟s value Vision Targeted Business Benefits Strategy Enterprise Usage Guidelines Tactics @joiningdots Leverage for unplanned needs #SPEvolves13
  36. 36. References • IBM 2011 Global Chief Information Officers Survey http://www-935.ibm.com/services/c-suite/cio/study/ • Toyota Case Study http://www.businessinsider.com/cloud-computing-toyotamotors-2012-11#ixzz2Qhz2W4af • BHRUT Case Study http://www.microsoft.com/casestudies/Case_Study_Detail. aspx?casestudyid=710000001699 • Defining a SharePoint strategy http://www.sharepointsharon.com/2013/02/webcastdefining-a-sharepoint-strategy/ @joiningdots #SPEvolves13
  37. 37. Thanks for attending! Sharon Richardson sharonr@joiningdots.com For info and contact details, please visit www.joiningdots.com For SharePoint-specific articles, visit www.sharepointsharon.com

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