Strictly Confidential © 2009 Prescient Digital Media Not For Distribution Toby Ward, Prescient Digital Media SharePoint (MOSS 2007) Pros & Cons

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution + Toby Ward Founder, CEO, Chief Blogger, Prescient Digital Media Internet & intranet management consultants We build highly effective websites & intranets Clients include:

Founder, CEO, Chief Blogger, Prescient Digital Media

Internet & intranet management consultants

We build highly effective websites & intranets

Clients include:

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution History Lesson

Microsoft Sharepoint Windows Sharepoint Services (WSS) ‏ Basic document management (DM) & collaboration Free download if you have a Windows Server license Microsoft Office Sharepoint Server 2007 (MOSS) ‏ Web development, server, and portal services platform with more advanced DM, collaboration & CMS Separate server product, also requires MS SLQ Server

Basic document management (DM) & collaboration

Free download if you have a Windows Server license

Web development, server, and portal services platform with more advanced DM, collaboration & CMS

Separate server product, also requires MS SLQ Server

History – First versions Sharepoint Portal Server 2001 / WSS 1.0 Initial versions based on Exchange ‘Web Storage System’ (WSS) version 1 Portal Server easy to setup & configure (limited options) ‏ Good ‘workgroup’ level intranet portal Introduced MS ‘web parts’ (non-standard compliant portlets for displaying content) ‏

Sharepoint Portal Server 2001 / WSS 1.0

Initial versions based on Exchange ‘Web Storage System’ (WSS) version 1

Portal Server easy to setup & configure (limited options) ‏

Good ‘workgroup’ level intranet portal

Introduced MS ‘web parts’ (non-standard compliant portlets for displaying content) ‏

History – Second generation Windows Sharepoint Portal Server 2003 / WSS 2.0 Less easy to configure, more customizable Focus on “Portal Server” – simple document management features from original removed Move away from WSS to SQL Server More templates for ‘free’ Sharepoint Services Integration between WSS and CMS

Windows Sharepoint Portal Server 2003 / WSS 2.0

Less easy to configure, more customizable

Focus on “Portal Server” – simple document management features from original removed

Move away from WSS to SQL Server

More templates for ‘free’ Sharepoint Services

Integration between WSS and CMS

History – Current generation Office Sharepoint Server 2007 / WSS 3.0 Dropped ‘Portal’ – added ‘Office’ Re-instated DM (& basic records management)‏ Integrated MS CMS Server leverages WSS to build out multiple sites Added Enterprise Search as a focus Blogs, wikis, MySites & 40+ other free templates

Office Sharepoint Server 2007 / WSS 3.0

Dropped ‘Portal’ – added ‘Office’

Re-instated DM (& basic records management)‏

Integrated MS CMS

Server leverages WSS to build out multiple sites

Added Enterprise Search as a focus

Blogs, wikis, MySites & 40+ other free templates

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution MOSS today

Sharepoint technologies WSS – freebie, for smaller workgroups & intranet sites MOSS – marketed as platform, ECM, Portal MOSS Search – part of overall off search offering MS .Net development platform (SP Studio) ‏ Forms Server (InfoPath) – forms rendering & processing Business Intelligence (Excel Services) – dashboards & KPI monitoring

WSS – freebie, for smaller workgroups & intranet sites

MOSS – marketed as platform, ECM, Portal

MOSS Search – part of overall off search offering

MS .Net development platform (SP Studio) ‏

Forms Server (InfoPath) – forms rendering & processing

Business Intelligence (Excel Services) – dashboards & KPI monitoring

WSS - Pros Free! (If you have a MS environment & a Windows server 2003 licences) ‏ Good collaborative add on for heavy Outlook (‘meeting workspace’) or Office (‘document workspace’) users 40 free templates allow for rapid customisation of the OOB product Further customizable if .Net / ASP skill set available

Free! (If you have a MS environment & a Windows server 2003 licences) ‏

Good collaborative add on for heavy Outlook (‘meeting workspace’) or Office (‘document workspace’) users

40 free templates allow for rapid customisation of the OOB product

Further customizable if .Net / ASP skill set available

WSS - Cons Workgroup level solution only Very basic DM, search, & no CMS Very MS centric – browser compatibility still not 100% In large enterprises, can be good for local collaboration but adds silo’s & brings chaos to overall info. mgmt. & enterprise wide collaboration

Workgroup level solution only

Very basic DM, search, & no CMS

Very MS centric – browser compatibility still not 100%

In large enterprises, can be good for local collaboration but adds silo’s & brings chaos to overall info. mgmt. & enterprise wide collaboration

MOSS 2007 Overview Collaboration focused portal server which Microsoft says can be used in many scenarios: © 2008 Content and Code's visual representation of the SharePoint Platform

Collaboration focused portal server which Microsoft says can be used in many scenarios:

Source: TheCodeProject .com MOSS 2007 Services

1. Portal Good integration with other MS tools, such as Active Directory, MS Office Personalisation centered on MySites Simple but limited interface Increasing third party Web Parts and integrations More simple than deluxe solutions from IBM, Oracle > CON: Limited personalization, integration, and bundled applications when compared to others.

Good integration with other MS tools, such as Active Directory, MS Office

Personalisation centered on MySites

Simple but limited interface

Increasing third party Web Parts and integrations

More simple than deluxe solutions from IBM, Oracle

> CON: Limited personalization, integration, and bundled applications when compared to others.

2. Collaboration Out of the box facilities for sharing lists, calendars, etc. Good integration with Exchange for calendars, task lists Very simple Blog and Wiki templates Integration with Instant Messaging Team Sites (same as WSS) & MySites > PRO: Real strength is inherent in Team Sites, site creation under Site Collections

Out of the box facilities for sharing lists, calendars, etc.

Good integration with Exchange for calendars, task lists

Very simple Blog and Wiki templates

Integration with Instant Messaging

Team Sites (same as WSS) & MySites

> PRO: Real strength is inherent in Team Sites, site creation under Site Collections

3. Content Management Very simple CMS, but not advanced ECM Very simple document management, via ‘Document Libraries’ is simplistic and basic (but 80-90% of what most orgs. need)‏ Simplistic records management (RM) ‏ No native Digital Asset Management Conversion of Word to HTML adds usual verbose MS code etc > CON: Comparitvely weak when compared to other ECM solutions

Very simple CMS, but not advanced ECM

Very simple document management, via ‘Document Libraries’ is simplistic and basic (but 80-90% of what most orgs. need)‏

Simplistic records management (RM) ‏

No native Digital Asset Management

Conversion of Word to HTML adds usual verbose MS code etc

> CON: Comparitvely weak when compared to other ECM solutions

4. Business Intelligence Marketed as “BI for the rest of us” Centered on publishing Excel sheets More complex scenarios requires Excel server components, BizTalk Server, etc. MS Performance Management Server which can be accessed via Sharepoint portal and provides balanced scorecards, dashboards etc > CON: Not really BI, but has the potential when you buy other products

Marketed as “BI for the rest of us”

Centered on publishing Excel sheets

More complex scenarios requires Excel server components, BizTalk Server, etc.

MS Performance Management Server which can be accessed via Sharepoint portal and provides balanced scorecards, dashboards etc

> CON: Not really BI, but has the potential when you buy other products

5. Business Process MOSS provides forms and integration to Windows Workflow MOSS as a .Net development platform and front end Full business process solutions would require BizTalk Server, possibly InfoPath, Visio, Sharepoint Designer, Visual Studio, etc. > PRO: Strong forms capabilities

MOSS provides forms and integration to Windows Workflow

MOSS as a .Net development platform and front end

Full business process solutions would require BizTalk Server, possibly InfoPath, Visio, Sharepoint Designer, Visual Studio, etc.

> PRO: Strong forms capabilities

6. Search Puts just as much emphasis on people as on documents or pages Easy to customise query and results pages Search includes ‘People’ search as standard However, not universally well received Enterprise search (for Enteprise License) ‏ Web Parts for FAST (& other search engines) ‏ > CON: MS bought FAST & integrates with other search engines... (confidence in their product?) ‏

Puts just as much emphasis on people as on documents or pages

Easy to customise query and results pages

Search includes ‘People’ search as standard

However, not universally well received

Enterprise search (for Enteprise License) ‏

Web Parts for FAST (& other search engines) ‏

> CON: MS bought FAST & integrates with other search engines... (confidence in their product?) ‏

Search - versions

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution Templates / Design

40+ free templates My Sites Team Site Board of Directors Business Process Reporting Knowledge Base Discussion database Competitive analysis worksite ...

My Sites

Team Site

Board of Directors

Business Process Reporting

Knowledge Base

Discussion database

Competitive analysis worksite

...

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution + My Site

Team Site

Template examples - BPR

Template – Board of Directors

Template – Knowledge Base

HedKandi

SpeakTech

ShareView

Hawaiian Air

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution What the experts say...

Expert quotes: “ MOSS does a lot of things, but does very few things very well.” Shawn Shell, Consejo Inc., author of the CMSWatch “The SharePoint Report” >

“ MOSS does a lot of things, but does very few things very well.”

Shawn Shell, Consejo Inc., author of the CMSWatch “The SharePoint Report”

>

Expert quotes: “ Though it covers a broad spectrum of capabilities, MOSS 2007 is not yet a full enterprise content management (ECM) system. Organizations requiring advanced content management capabilities and process-centric applications will need to augment their capabilities with partner offerings, or deploy MOSS 2007 alongside an ECM system.” Gartner, “Five Best Practices for Deploying SharePoint” >

“ Though it covers a broad spectrum of capabilities, MOSS 2007 is not yet a full enterprise content management (ECM) system. Organizations requiring advanced content management capabilities and process-centric applications will need to augment their capabilities with partner offerings, or deploy MOSS 2007 alongside an ECM system.”

Gartner, “Five Best Practices for Deploying SharePoint”

>

Expert quotes: “ MOSS is very good for very good in smaller, workgroup environments (it’s not traditionally very good for 5,000 or 10,000 concurrent users).” Alan Pelz-Sharpe, CMSWatch >

“ MOSS is very good for very good in smaller, workgroup environments (it’s not traditionally very good for 5,000 or 10,000 concurrent users).”

Alan Pelz-Sharpe, CMSWatch

>

Expert quotes: “ MOSS is very good for very good in smaller, workgroup environments (it’s not traditionally very good for 5,000 or 10,000 concurrent users).” Alan Pelz-Sharpe, CMSWatch >

“ MOSS is very good for very good in smaller, workgroup environments (it’s not traditionally very good for 5,000 or 10,000 concurrent users).”

Alan Pelz-Sharpe, CMSWatch

>

Expert quotes: “ Without proper architecture and governance, I can guarantee you that SharePoint will fail.” Bob Mixon, President of Mixon Consulting >

“ Without proper architecture and governance, I can guarantee you that SharePoint will fail.”

Bob Mixon, President of Mixon Consulting

>

Expert quotes: “ The software's Swiss Army knife approach helps companies create more useful intranets, set up document sharing, offer blogs and wikis, and build a richer online company directory. But SharePoint's feature sprawl can be part of the problem” Information Week columnist Nicolas Hoover

“ The software's Swiss Army knife approach helps companies create more useful intranets, set up document sharing, offer blogs and wikis, and build a richer online company directory. But SharePoint's feature sprawl can be part of the problem”

Information Week columnist Nicolas Hoover

Expert quotes: “ We don't believe that MOSS presents a good fit for most E-Business scenarios or enterprise wide deployments in large organizations. Instead consider MOSS for department-level collaboration or intranet scenarios in mid-market organizations already using Microsoft extensively.” Janus Boye, BoyeIT, Enterprise Portals Report – CMSWatch

“ We don't believe that MOSS presents a good fit for most E-Business scenarios or enterprise wide deployments in large organizations. Instead consider MOSS for department-level collaboration or intranet scenarios in mid-market organizations already using Microsoft extensively.”

Janus Boye, BoyeIT, Enterprise Portals Report – CMSWatch

MOSS 2007 – CMSWatch view Source: CMSWatch Enterprise Portals Report V3.0

MOSS 2007 – CMSWatch view Source: CMSWatch Enterprise Portals Report V3.0

Overall Pros Subject to the specific needs of each client.... A good fit for clients heavily invested in MS infrastructure and .NET (custom .NET development) ‏ A good collaborative workspace product for Team Sites and MySites Simple, entry level WCM & records management Potential with added investment for BI and BPM Search also maybe ‘good enough’ > IDEAL: small company of 100-5000 needing a collaboration based portal in a .NET environment

Subject to the specific needs of each client....

A good fit for clients heavily invested in MS infrastructure and .NET (custom .NET development) ‏

A good collaborative workspace product for Team Sites and MySites

Simple, entry level WCM & records management

Potential with added investment for BI and BPM

Search also maybe ‘good enough’

> IDEAL: small company of 100-5000 needing a collaboration based portal in a .NET environment

Overall Cons “ Jack of all trades and master of none (little)” Poor functionality and applications compared to others (simplistic content management, DM & RM) ‏ Limited ‘out of the box’ experience but really a development platform for anything above basics Limited personalization Search is questionable at best > CAUTION: Potential for unmanaged proliferation without careful planning & governance; not a large enterprise solution unto itself

“ Jack of all trades and master of none (little)”

Poor functionality and applications compared to others (simplistic content management, DM & RM) ‏

Limited ‘out of the box’ experience but really a development platform for anything above basics

Limited personalization

Search is questionable at best

> CAUTION: Potential for unmanaged proliferation without careful planning & governance; not a large enterprise solution unto itself

Additionally... Very expensive customization & additional licensing costs for Forms (InfoPath), BI and BPM modules Lack of flexibility in IA, accessibility and taxonomies Custom look-and-feel requires time and an experienced developer which might not be supported by MS Poor documentation & no clear future path (details on Office 14 starting to emerge)‏ > NOTE: Requires heavy investment in MS products & is not truely SOA

Very expensive customization & additional licensing costs for Forms (InfoPath), BI and BPM modules

Lack of flexibility in IA, accessibility and taxonomies

Custom look-and-feel requires time and an experienced developer which might not be supported by MS

Poor documentation & no clear future path (details on Office 14 starting to emerge)‏

> NOTE: Requires heavy investment in MS products & is not truely SOA

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution CMS and alternatives

MOSS 2007 – CMS integrations Ektron CMS 4000 Connector is part of standard offering, allows MOSS docs to be sent to Ektron CMS sites EpiServer CMS 5 Connector allows MOSS users to send content to CMS 5 based sites Ptools S5 .Net framework integration of web 2.0 tools as well as base CMS Sitecore Full bi-directional integration with MOSS and use of Word as editing environment Alterian (formerly MediaSurface) ‏ “ Use the collaboration capabilities to compile list data & display it in relevant formats via CMS sites.” OpenText RedDot

Ektron CMS 4000

Connector is part of standard offering, allows MOSS docs to be sent to Ektron CMS sites

EpiServer CMS 5

Connector allows MOSS users to send content to CMS 5 based sites

Ptools S5

.Net framework integration of web 2.0 tools as well as base CMS

Sitecore

Full bi-directional integration with MOSS and use of Word as editing environment

Alterian (formerly MediaSurface) ‏

“ Use the collaboration capabilities to compile list data & display it in relevant formats via CMS sites.”

OpenText RedDot

CMS alternatives for Internet Subject to the needs of the organization: Vignette Interwoven (Autonomy) ‏ Percussion Ektron Sitecore FatWire Day Liferay

Subject to the needs of the organization:

Vignette

Interwoven (Autonomy) ‏

Percussion

Ektron

Sitecore

FatWire

Day

Liferay

ECMS Integrations EMC Content Management & Archiving Division (ex-Documentum) ‏ Web Parts for Documentum repository, eRoom and ECIS federated search Archiving Services for Sharepoint Records Management integration OpenText LiveLink Content Lifecycle Management for MOSS2007 Legal Information Management, MOSS edition Case Management Framework, MOSS edition IBM Filenet “ Users can stay in the familiar Microsoft environment for document activities while using IBM FileNet P8 enterprise content management capabilities.” © 2005 Prescient Digital Media – Strictly Confidential

EMC Content Management & Archiving Division (ex-Documentum) ‏

Web Parts for Documentum repository, eRoom and ECIS federated search

Archiving Services for Sharepoint

Records Management integration

OpenText LiveLink

Content Lifecycle Management for MOSS2007

Legal Information Management, MOSS edition

Case Management Framework, MOSS edition

IBM Filenet

“ Users can stay in the familiar Microsoft environment for document activities while using IBM FileNet P8 enterprise content management capabilities.”

ECMS Alternatives EMC’s CMA offerings (Documentum) ‏ IBM Content Manager & FileNet OpenText Livelink & Hummingbird Oracle Universal Content Management (Stellant) ‏ Vignette Interwoven (Autonomy) ‏

EMC’s CMA offerings (Documentum) ‏

IBM Content Manager & FileNet

OpenText Livelink & Hummingbird

Oracle Universal Content Management (Stellant) ‏

Vignette

Interwoven (Autonomy) ‏

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution Portal & collaboraton (2.0) ‏

Portal & Collaboration Alternatives High end ‘enterprise portal’ software IBM WebSphere Oracle Webcenter (BEA Aqualogic) LifeRay (integrated with Alfresco) ‏

High end ‘enterprise portal’ software

IBM WebSphere

Oracle Webcenter (BEA Aqualogic)

LifeRay (integrated with Alfresco) ‏

Portal & Collaboration Alternatives Collaboration focused software: Lotus Quickr EMC eRoom / Magellan (eRoom replacement) ‏ Jive software Clearspace Openroad Communications ThoughtFarmer Sixapart MoveableType or WordPress MediaWiki or SocialText or Confluence

Collaboration focused software:

Lotus Quickr

EMC eRoom / Magellan (eRoom replacement) ‏

Jive software Clearspace

Openroad Communications ThoughtFarmer

Sixapart MoveableType or WordPress

MediaWiki or SocialText or Confluence

Search alternatives to MOSS Autonomy (has integrations with MOSS) ‏ Microsoft’s FAST (has integrations with MOSS) ‏ Endeca COVEO Vivisimo Google (for external websites) ‏

Autonomy (has integrations with MOSS) ‏

Microsoft’s FAST (has integrations with MOSS) ‏

Endeca

COVEO

Vivisimo

Google (for external websites) ‏

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution Intranet 2.0 Global Study Of those using social media on the intranet, 47% are using SharePoint 17% use MediaWiki 16% use WordPress 13% use Confluence > 561 participant organizations world-wide

Of those using social media on the intranet, 47% are using SharePoint

17% use MediaWiki

16% use WordPress

13% use Confluence

> 561 participant organizations world-wide

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution Intranet 2.0 Global Study

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution ROI 52% of organizations using Web 2.0 achieved Best-in-Class performance (5% didn’t) (Aberdeen Group) ‏ Companies using Web 2.0 tools achieved 18% increase in engagement (1% of those that didn’t) (Aberdeen Group) ‏ Sabre has already attributed $500k in savings to their employee social networking tool (Sabre) ‏ Cisco attributes $millions in savings to their wikis (Cisco) ‏ Employees with the most extensive digital networks are 7% more productive than their colleagues (MIT) ‏

52% of organizations using Web 2.0 achieved Best-in-Class performance (5% didn’t) (Aberdeen Group) ‏

Companies using Web 2.0 tools achieved 18% increase in engagement (1% of those that didn’t) (Aberdeen Group) ‏

Sabre has already attributed $500k in savings to their employee social networking tool (Sabre) ‏

Cisco attributes $millions in savings to their wikis (Cisco) ‏

Employees with the most extensive digital networks are 7% more productive than their colleagues (MIT) ‏

Strictly Confidential © 2009 Prescient Digital Media Not For Distribution Additional reading & resources: Reading IntranetBlog.com (Toby) ‏ The SharePoint Report (CMSWatch.com) ‏ blogs.MSDN.com/sharepoint (MOSS team blog) ‏ Learning www.Microsoft.com/SharePoint/learning Consulting Help The SharePoint (MOSS) Plan http://www.prescientdigital.com/services/intranet%20services/the-sharepoint-plan

Reading

IntranetBlog.com (Toby) ‏

The SharePoint Report (CMSWatch.com) ‏

blogs.MSDN.com/sharepoint (MOSS team blog) ‏

Learning

www.Microsoft.com/SharePoint/learning

Consulting Help

The SharePoint (MOSS) Plan

http://www.prescientdigital.com/services/intranet%20services/the-sharepoint-plan

Toby Ward, President, Prescient Digital Media [email_address] www.PrescientDigital.com www.IntranetBlog.com www.Twitter.com/TobyWard www.Facebook.com (search “Intranet Global Forum”) ‏ 416.986.2226